Maplebear Inc (CART)

CUSIP: 565394103 | NYSE | Consumer Cyclical · Internet Retail | Mid Cap | 946 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13D/A SC US (Ttgp), Ltd. with Sequoia Capital Fund Management, L.P. ("sequoia Capital Fund Management"), Sequoia Capital Fund, L.P. ("scf"), Sequoia Capital US/E Expansion Fund I Management, L.P. ("sc US/E Expansion Fund I Mgmt"), +5 more	18,596,961	7.9%	Unchanged	Oct 28, 2026	120d ahead of 13F (27,928,385 sh)

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP4,020,492

0.0% of portfolio$173.4M

Citigroup Inc1,056,849

0.0% of portfolio$45.6M

AMI Asset Management Corp715,598

1.8% of portfolio$30.9M

Robeco Institutional Asset Management B.V.401,258

0.0% of portfolio$17.3M

Loftus Peak Pty Ltd390,084

2.2% of portfolio$16.8M

Principal Financial Group Inc365,747

0.0% of portfolio$15.8M

Swedbank AB235,400

0.0% of portfolio$10.2M

Investment House LLC203,193

0.4% of portfolio$8.8M

Retirement Systems of Alabama164,757

0.0% of portfolio$7.1M

DekaBank Deutsche Girozentrale159,151

0.0% of portfolio$6.9K

MacKenzie Financial Corp153,071

0.0% of portfolio$6.6M

New York State Teachers Retirement System127,559

0.0% of portfolio$5.5K

Nisa Investment Advisors, LLC113,371

0.0% of portfolio$4.9M

Y-Intercept (Hong Kong) Ltd101,943

0.1% of portfolio$4.4M

Crossmark Global Holdings, Inc.100,379

0.1% of portfolio$4.3M

Virginia Retirement Systems ET Al97,550

0.0% of portfolio$4.2M

Wealth Enhancement Advisory Services, LLC86,634

0.0% of portfolio$4.0M

Allspring Global Investments Holdings, LLC84,035

0.0% of portfolio$3.7M

Achmea Investment Management B.V.75,578

0.0% of portfolio$3.3M

Amalgamated Bank74,314

0.0% of portfolio$3.2K

Daiwa Securities Group Inc.62,045

0.0% of portfolio$2.7M

Mutual of America Capital Management LLC58,176

0.0% of portfolio$2.5M

Creative Planning57,608

0.0% of portfolio$2.5M

Certuity, LLC55,648

0.1% of portfolio$2.4M

Sidoxia Capital Management, LLC53,172

1.6% of portfolio$2.3M

Scott & Selber, Inc.51,863

0.5% of portfolio$2.2M

iA Global Asset Management Inc.50,903

0.0% of portfolio$2.2K

Louisiana State Employees Retirement System47,400

0.0% of portfolio$2.0M

Gateway Investment Advisers LLC44,836

0.0% of portfolio$1.9M

Ethic Inc.44,220

0.0% of portfolio$1.9M

Simplex Trading, LLC43,138

0.0% of portfolio$1.9M

Arizona State Retirement System41,371

0.0% of portfolio$1.8M

Yousif Capital Management, LLC41,205

0.0% of portfolio$1.8M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS38,128

0.0% of portfolio$1.6M

GC Wealth Management RIA, LLC37,604

0.1% of portfolio$1.6M

State of Michigan Retirement System37,500

0.0% of portfolio$1.6M

Oak Thistle LLC33,843

0.1% of portfolio$1.5M

Seizert Capital Partners, LLC33,410

0.1% of portfolio$1.4M

Oregon Public Employees Retirement Fund33,052

0.0% of portfolio$1.4M

Kestra Investment Management, LLC32,431

0.0% of portfolio$1.4M

Paragon Capital Management Inc32,416

1.1% of portfolio$1.4M

University of Texas S AM Investment Management Co32,004

0.2% of portfolio$1.4M

Exchange Traded Concepts, LLC31,060

0.0% of portfolio$1.3M

Friedenthal Financial26,291

0.5% of portfolio$1.1M

Lido Advisors, LLC25,847

0.0% of portfolio$998.6K

Xponance LLC25,501

0.0% of portfolio$1.1M

Jackson Creek Investment Advisors LLC24,060

0.0% of portfolio$1.0K

TD Waterhouse Canada Inc.23,581

0.0% of portfolio$1.0M

Sterling Capital Management LLC23,537

0.0% of portfolio$1.0M

111 Capital23,344

0.1% of portfolio$1.0M

Pictet Asset Management Holding SA23,024

0.0% of portfolio$992.8K

KTF Investments, LLC22,205

0.1% of portfolio$957.5K

Private Client Services, LLC21,698

0.3% of portfolio$935.6K

Wincap Financial LLC21,225

0.5% of portfolio$915.2K

Hedeker Wealth, LLC19,886

0.2% of portfolio$857.5K

Arkfeld Wealth Strategies, L.L.C.19,210

0.2% of portfolio$868.5K

Lanark Financial, Inc.17,240

0.1% of portfolio$743.4K

Vise Technologies, Inc.16,613

0.0% of portfolio$716.4K

Swiss Life Asset Management Ltd15,509

0.0% of portfolio$668.7K

State of Alaska, Department of Revenue15,133

0.0% of portfolio$652

Harel Insurance Investments & Financial Services Ltd.14,850

0.0% of portfolio$640

State of Wyoming14,156

0.0% of portfolio$610.4K

Truist Financial Corp14,108

0.0% of portfolio$608.3K

Sumitomo Mitsui Trust Group, Inc.13,933

0.0% of portfolio$600.8K

Kestra Advisory Services, LLC13,027

0.0% of portfolio$561.7K

Paragon Capital Management Ltd12,740

0.1% of portfolio$549.3K

Fulcrum Asset Management LLP11,989

0.0% of portfolio$521.4K

OpenArc Corporate Advisory, LLC11,592

0.0% of portfolio$499.8K

RFG Advisory, LLC11,289

0.0% of portfolio$486.8K

TD Private Client Wealth LLC11,201

0.0% of portfolio$483.0K

Evergreen Capital Management LLC10,691

0.0% of portfolio$461.0K

Norden Group LLC10,611

0.0% of portfolio$457.5K

Unique Wealth Strategies, LLC10,143

0.2% of portfolio$480.3K

Atria Investments, Inc9,768

0.0% of portfolio$421.2K

Parallel Advisors, LLC9,583

0.0% of portfolio$413.2K

Lecap Asset Management LTD9,465

0.2% of portfolio$408.1K

Ironwood Financial, llc9,036

0.1% of portfolio$389.6K

Motley Fool Asset Management LLC8,750

0.0% of portfolio$377.3K

Zevenbergen Capital Investments LLC8,288

0.0% of portfolio$357.4K

Brighton Jones LLC8,286

0.0% of portfolio$357.3K

Citizens Financial Group Inc8,026

0.0% of portfolio$346.1K

Capital Investment Counsel, Inc8,000

0.0% of portfolio$345.0K

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,569

0.0% of portfolio$326.4K

Cache Advisors, LLC7,342

0.0% of portfolio$316.6K

HB Wealth Management, LLC7,247

0.0% of portfolio$312.5K

Wedmont Private Capital7,026

0.0% of portfolio$325.3K

Vista Finance, LLC6,890

0.2% of portfolio$297.1K

Simon Quick Advisors, LLC6,571

0.0% of portfolio$283.3K

Michael J. Porro & Co. Financial Advisors, Inc.6,292

0.2% of portfolio$271.3K

ProShare Advisors LLC6,071

0.0% of portfolio$261.8K

Cambridge Investment Research Advisors, Inc.5,937

0.0% of portfolio$256

Farther Finance Advisors, LLC5,838

0.0% of portfolio$251.7K

Retirement Guys Formula LLC5,720

0.1% of portfolio$246.6K

Commonwealth Equity Services, LLC5,700

0.0% of portfolio$245.8K

KBC Group NV5,416

0.0% of portfolio$234

Strs Ohio5,378

0.0% of portfolio$231.9K

Fifth Third Wealth Advisors LLC5,363

0.0% of portfolio$231.3K

Steinberganna Wealth Management5,226

0.1% of portfolio$225.3K

Praxis Investment Management Inc5,168

0.0% of portfolio$223

Angeles Wealth Management, LLC4,965

0.0% of portfolio$214.1K

Forum Financial Management, LP4,955

0.0% of portfolio$213.7K

Gamma Investing LLC4,783

0.0% of portfolio$206.2K

North Dakota State Investment Board4,691

0.0% of portfolio$202.3K

Assetmark, Inc4,524

0.0% of portfolio$195.1K

Chicago Partners Investment Group LLC3,949

0.0% of portfolio$222.9K

SRH Advisors, LLC2,750

0.0% of portfolio$118.6K

Signaturefd, LLC2,661

0.0% of portfolio$114.7K

Mirae Asset Global Investments Co., Ltd.2,027

0.0% of portfolio$87.4K

Wilmington Savings Fund Society, FSB1,462

0.0% of portfolio$63.0K

Bayforest Capital Ltd1,368

0.1% of portfolio$59.0K

Versant Capital Management, Inc1,237

0.0% of portfolio$53.3K

Harbor Capital Advisors, Inc.1,040

0.0% of portfolio$45

CX Institutional944

0.0% of portfolio$41

Cullen T Bankers, Inc.800

0.0% of portfolio$34.5K

Montag A & Associates Inc800

0.0% of portfolio$34.5K

Richardson Financial Services Inc.766

0.0% of portfolio$33.0K

EverSource Wealth Advisors, LLC759

0.0% of portfolio$32.7K

Root Financial Partners, LLC635

0.0% of portfolio$27.4K

Nfsg Corp600

0.0% of portfolio$25.9K

Caitong International Asset Management Co., Ltd501

0.0% of portfolio$21.6K

Covestor Ltd400

0.0% of portfolio$18

Golden State Wealth Management, LLC363

0.0% of portfolio$15.7K

IFP Advisors, Inc287

0.0% of portfolio$12.4K

SBI Securities Co., Ltd.284

0.0% of portfolio$12.2K

Highline Wealth Partners LLC236

0.0% of portfolio$10.2K

Elyxium Wealth, LLC210

0.0% of portfolio$9.1K

Parkside Financial Bank & Trust210

0.0% of portfolio$9.1K

SJS Investment Consulting Inc.200

0.0% of portfolio$8.6K

Manchester Capital Management LLC200

0.0% of portfolio$8.6K

Center for Financial Planning, Inc.195

0.0% of portfolio$8.4K

First Horizon Corp165

0.0% of portfolio$7.1K

True Wealth Design, LLC161

0.0% of portfolio$6.9K

Essential Partners LLC141

0.0% of portfolio$6.1K

Farmers & Merchants Investments Inc140

0.0% of portfolio$6.0K

Fortitude Family Office, LLC124

0.0% of portfolio$5.3K

WPG Advisers, LLC123

0.0% of portfolio$5.3K

CoreCap Advisors, LLC114

0.0% of portfolio$4.9K

Abound Wealth Management109

0.0% of portfolio$4.7K

Bare Financial Services, Inc107

0.0% of portfolio$4.6K

Flagship Wealth Advisors, LLC100

0.0% of portfolio$4.3K

High Note Wealth, LLC96

0.0% of portfolio$4.1K

Mather Group, Llc.93

0.0% of portfolio$4.0K

JFS Wealth Advisors, LLC89

0.0% of portfolio$3.8K

Lodestone Wealth Management LLC85

0.0% of portfolio$3.7K

Pinnacle Wealth Planning Services, Inc.79

0.0% of portfolio$3.4K

Creative Capital Management Investments LLC73

0.0% of portfolio$3.1K

Private Wealth Management Group, LLC68

0.0% of portfolio$2.9K

Fideuram - Intesa Sanpaolo Private Banking S.P.A.51

0.0% of portfolio$2.2K

Cedar Mountain Advisors, LLC50

0.0% of portfolio$2.2K

Jnba Financial Advisors47

0.0% of portfolio$2.0K

Bell Investment Advisors, Inc43

0.0% of portfolio$1.9K

Financial Consulate, Inc42

0.0% of portfolio$1.8K

Barnes Dennig Private Wealth Management LLC34

0.0% of portfolio$1.5K

MassMutual Private Wealth & Trust, FSB34

0.0% of portfolio$1.5K

Bay Harbor Wealth Management, LLC33

0.0% of portfolio$1.4K

Torren Management, LLC33

0.0% of portfolio$1.4K

Smallwood Wealth Investment Management, LLC31

0.0% of portfolio$1.3K

Elevation Wealth Partners, LLC30

0.0% of portfolio$1.3K

DiNuzzo Private Wealth, Inc.29

0.0% of portfolio$1.3K

Cromwell Holdings LLC26

0.0% of portfolio$1.1K

Physician Wealth Advisors, Inc.25

0.0% of portfolio$1.1K

Rakuten Securities, Inc.21

0.0% of portfolio$906

Activest Wealth Management17

0.0% of portfolio$733

Marquette Asset Management, LLC13

0.0% of portfolio$561

MV Capital Management, Inc.12

0.0% of portfolio$518

Proathlete Wealth Management LLC7

0.0% of portfolio$301

DecisionPoint Financial, LLC6

0.0% of portfolio$265

Planning Strategies Inc.6

0.0% of portfolio$259

Capital Advisors, Ltd. LLC5

0.0% of portfolio$0

Ascentis Wealth Management, LLC4

0.0% of portfolio$172

American Capital Advisory, LLC3

0.0% of portfolio$130

Maryland Capital Advisors Inc.2

0.0% of portfolio$87

Hughes Financial Services, LLC2

0.0% of portfolio$114

Quaker Wealth Management, LLC1

0.0% of portfolio$44

TFC Financial Management, Inc.1

0.0% of portfolio$44

3 Factor Indexing, LLC1

0.0% of portfolio$44

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	4,020,492	$173.4M	0.0%	Index	Low	Austin, TX	2026-11-04
Citigroup Inc	1,056,849	$45.6M	0.0%	Core	Medium	New York, NY	2026-11-04
AMI Asset Management Corp	715,598	$30.9M	1.8%	Growth	Medium	Los Angeles, CA	2026-10-20
Robeco Institutional Asset Management B.V.	401,258	$17.3M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Loftus Peak Pty Ltd	390,084	$16.8M	2.2%	Agg Growth	N/A	Sydney, China	2026-10-15
Principal Financial Group Inc	365,747	$15.8M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Swedbank AB	235,400	$10.2M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Investment House LLC	203,193	$8.8M	0.4%	Core	Medium	Redondo Beach, CA	2026-10-21
Retirement Systems of Alabama	164,757	$7.1M	0.0%	Index	Low	Montgomery, AL	2026-11-04
DekaBank Deutsche Girozentrale	159,151	$6.9K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
MacKenzie Financial Corp	153,071	$6.6M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
New York State Teachers Retirement System	127,559	$5.5K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Nisa Investment Advisors, LLC	113,371	$4.9M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Y-Intercept (Hong Kong) Ltd	101,943	$4.4M	0.1%	Value	Very High	Hong Kong, South Korea	2026-10-16
Crossmark Global Holdings, Inc.	100,379	$4.3M	0.1%	GARP	Medium	Houston, TX	2026-10-21
Virginia Retirement Systems ET Al	97,550	$4.2M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Wealth Enhancement Advisory Services, LLC	86,634	$4.0M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Allspring Global Investments Holdings, LLC	84,035	$3.7M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Achmea Investment Management B.V.	75,578	$3.3M	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Amalgamated Bank	74,314	$3.2K	0.0%	Core	Very Low	New York, NY	2026-10-23
Daiwa Securities Group Inc.	62,045	$2.7M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Mutual of America Capital Management LLC	58,176	$2.5M	0.0%	Index	Low	New York, NY	2026-10-23
Creative Planning	57,608	$2.5M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Certuity, LLC	55,648	$2.4M	0.1%	GARP	Low	North Palm Beach, FL	2026-11-02
Sidoxia Capital Management, LLC	53,172	$2.3M	1.6%	Growth	Low	Newport Beach, CA	2026-10-28
Scott & Selber, Inc.	51,863	$2.2M	0.5%	Growth	Very Low	Houston, TX	2026-10-21
iA Global Asset Management Inc.	50,903	$2.2K	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Louisiana State Employees Retirement System	47,400	$2.0M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Gateway Investment Advisers LLC	44,836	$1.9M	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Ethic Inc.	44,220	$1.9M	0.0%	Core	Low	New York, NY	2026-11-03
Simplex Trading, LLC	43,138	$1.9M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Arizona State Retirement System	41,371	$1.8M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Yousif Capital Management, LLC	41,205	$1.8M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	38,128	$1.6M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
GC Wealth Management RIA, LLC	37,604	$1.6M	0.1%	Growth	Medium	Cambridge, MA	2026-11-02
State of Michigan Retirement System	37,500	$1.6M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Oak Thistle LLC	33,843	$1.5M	0.1%	Value	Very High	New York, NY	2026-10-21
Seizert Capital Partners, LLC	33,410	$1.4M	0.1%	Value	Medium	Birmingham, MI	2026-10-30
Oregon Public Employees Retirement Fund	33,052	$1.4M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Kestra Investment Management, LLC	32,431	$1.4M	0.0%	ETF	Medium	Austin, TX	2026-11-04
Paragon Capital Management Inc	32,416	$1.4M	1.1%	Core	Medium	Provo, UT	2026-10-15
University of Texas S AM Investment Management Co	32,004	$1.4M	0.2%	Core	High	Austin, TX	2026-11-03
Exchange Traded Concepts, LLC	31,060	$1.3M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Friedenthal Financial	26,291	$1.1M	0.5%	ETF	High	Marlton, NJ	2026-10-27
Lido Advisors, LLC	25,847	$998.6K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Xponance LLC	25,501	$1.1M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Jackson Creek Investment Advisors LLC	24,060	$1.0K	0.0%	Value	Very High	Castle Rock, CO	2026-11-04
TD Waterhouse Canada Inc.	23,581	$1.0M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Sterling Capital Management LLC	23,537	$1.0M	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
111 Capital	23,344	$1.0M	0.1%	Core	Very High	Paris, India	2026-11-03
Pictet Asset Management Holding SA	23,024	$992.8K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
KTF Investments, LLC	22,205	$957.5K	0.1%	Growth	Low	Seal Beach, CA	2026-10-23
Private Client Services, LLC	21,698	$935.6K	0.3%	ETF	Medium	Louisville, KY	2026-10-02
Wincap Financial LLC	21,225	$915.2K	0.5%	Core	Low	Boston, MA	2026-10-20
Hedeker Wealth, LLC	19,886	$857.5K	0.2%	Growth	Low	Lincolnshire, IL	2026-10-23
Arkfeld Wealth Strategies, L.L.C.	19,210	$868.5K	0.2%	Value	Low	Omaha, NE	2026-10-19
Lanark Financial, Inc.	17,240	$743.4K	0.1%	Core	Medium	Birmingham, AL	2026-10-26
Vise Technologies, Inc.	16,613	$716.4K	0.0%	Index	Low	New York, NY	2026-10-29
Swiss Life Asset Management Ltd	15,509	$668.7K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
State of Alaska, Department of Revenue	15,133	$652	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Harel Insurance Investments & Financial Services Ltd.	14,850	$640	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
State of Wyoming	14,156	$610.4K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Truist Financial Corp	14,108	$608.3K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Sumitomo Mitsui Trust Group, Inc.	13,933	$600.8K	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Kestra Advisory Services, LLC	13,027	$561.7K	0.0%	Core	Low	Austin, TX	2026-11-02
Paragon Capital Management Ltd	12,740	$549.3K	0.1%	Core	Very Low	Denver, CO	2026-10-09
Fulcrum Asset Management LLP	11,989	$521.4K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
OpenArc Corporate Advisory, LLC	11,592	$499.8K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
RFG Advisory, LLC	11,289	$486.8K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
TD Private Client Wealth LLC	11,201	$483.0K	0.0%	ETF	Low	New York, NY	2026-10-28
Evergreen Capital Management LLC	10,691	$461.0K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Norden Group LLC	10,611	$457.5K	0.0%	Growth	Medium	Provo, UT	2026-10-20
Unique Wealth Strategies, LLC	10,143	$480.3K	0.2%	Core	Medium	Burr Ridge, IL	2026-10-13
Atria Investments, Inc	9,768	$421.2K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Parallel Advisors, LLC	9,583	$413.2K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Lecap Asset Management LTD	9,465	$408.1K	0.2%	Value	Very High	London, United Kingdom	2026-10-27
Ironwood Financial, llc	9,036	$389.6K	0.1%	ETF	Low	Tucson, AZ	2026-10-20
Motley Fool Asset Management LLC	8,750	$377.3K	0.0%	Growth	Medium	Alexandria, VA	2026-10-27
Zevenbergen Capital Investments LLC	8,288	$357.4K	0.0%	Agg Growth	Medium	Edmonds, WA	2026-10-08
Brighton Jones LLC	8,286	$357.3K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Citizens Financial Group Inc	8,026	$346.1K	0.0%	Growth	Low	Providence, RI	2026-10-23
Capital Investment Counsel, Inc	8,000	$345.0K	0.0%	Growth	Very Low	Raleigh, NC	2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	7,569	$326.4K	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
Cache Advisors, LLC	7,342	$316.6K	0.0%	Agg Growth	Low	San Francisco, CA	2026-10-16
HB Wealth Management, LLC	7,247	$312.5K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Wedmont Private Capital	7,026	$325.3K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Vista Finance, LLC	6,890	$297.1K	0.2%	ETF	Low	St. Louis, MO	2026-10-23
Simon Quick Advisors, LLC	6,571	$283.3K	0.0%	ETF	Low	Morristown, NJ	2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.	6,292	$271.3K	0.2%	Growth	Low	Old Tappan, NJ	2026-10-16
ProShare Advisors LLC	6,071	$261.8K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Cambridge Investment Research Advisors, Inc.	5,937	$256	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Farther Finance Advisors, LLC	5,838	$251.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Retirement Guys Formula LLC	5,720	$246.6K	0.1%	Core	Medium	Maumee, OH	2026-10-26
Commonwealth Equity Services, LLC	5,700	$245.8K	0.0%	ETF	Low	Waltham, MA	2026-11-02
KBC Group NV	5,416	$234	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Strs Ohio	5,378	$231.9K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Fifth Third Wealth Advisors LLC	5,363	$231.3K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Steinberganna Wealth Management	5,226	$225.3K	0.1%	ETF	Low	Huntington, NY	2026-10-23
Praxis Investment Management Inc	5,168	$223	0.0%	Core	Low	Goshen, IN	2026-11-03
Angeles Wealth Management, LLC	4,965	$214.1K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
Forum Financial Management, LP	4,955	$213.7K	0.0%	ETF	Low	Lombard, IL	2026-10-16
Gamma Investing LLC	4,783	$206.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
North Dakota State Investment Board	4,691	$202.3K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Assetmark, Inc	4,524	$195.1K	0.0%	ETF	Low	Concord, CA	2026-10-21
Chicago Partners Investment Group LLC	3,949	$222.9K	0.0%	GARP	Low	Chicago, IL	2026-10-27
SRH Advisors, LLC	2,750	$118.6K	0.0%	ETF	Very Low	Salina, KS	2026-10-22
Signaturefd, LLC	2,661	$114.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Mirae Asset Global Investments Co., Ltd.	2,027	$87.4K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Wilmington Savings Fund Society, FSB	1,462	$63.0K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Bayforest Capital Ltd	1,368	$59.0K	0.1%	Deep Value	Very High	London, United Kingdom	2026-11-03
Versant Capital Management, Inc	1,237	$53.3K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Harbor Capital Advisors, Inc.	1,040	$45	0.0%	Value	High	Chicago, IL	2026-10-22
CX Institutional	944	$41	0.0%	Core	Medium	Auburn, IN	2026-10-02
Cullen T Bankers, Inc.	800	$34.5K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Montag A & Associates Inc	800	$34.5K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Richardson Financial Services Inc.	766	$33.0K	0.0%	Growth	Medium	Medway, MA	2026-10-30
EverSource Wealth Advisors, LLC	759	$32.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Root Financial Partners, LLC	635	$27.4K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Nfsg Corp	600	$25.9K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Caitong International Asset Management Co., Ltd	501	$21.6K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Covestor Ltd	400	$18	0.0%	Value	High	London, United Kingdom	2026-10-30
Golden State Wealth Management, LLC	363	$15.7K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
IFP Advisors, Inc	287	$12.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
SBI Securities Co., Ltd.	284	$12.2K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Highline Wealth Partners LLC	236	$10.2K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Elyxium Wealth, LLC	210	$9.1K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Parkside Financial Bank & Trust	210	$9.1K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
SJS Investment Consulting Inc.	200	$8.6K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Manchester Capital Management LLC	200	$8.6K	0.0%	Core	Low	Manchester, VT	2026-10-22
Center for Financial Planning, Inc.	195	$8.4K	0.0%	ETF	Low	Southfied, MI	2026-10-26
First Horizon Corp	165	$7.1K	0.0%	Core	Low	Memphis, TN	2026-10-26
True Wealth Design, LLC	161	$6.9K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Essential Partners LLC	141	$6.1K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Farmers & Merchants Investments Inc	140	$6.0K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Fortitude Family Office, LLC	124	$5.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
WPG Advisers, LLC	123	$5.3K	0.0%	Core	Low	Baltimore, MD	2026-10-27
CoreCap Advisors, LLC	114	$4.9K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Abound Wealth Management	109	$4.7K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Bare Financial Services, Inc	107	$4.6K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Flagship Wealth Advisors, LLC	100	$4.3K	0.0%	ETF	Low	Wakefield, MA	2026-11-03
High Note Wealth, LLC	96	$4.1K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Mather Group, Llc.	93	$4.0K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
JFS Wealth Advisors, LLC	89	$3.8K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Lodestone Wealth Management LLC	85	$3.7K	0.0%	Core	Low	Spokane, WA	2026-10-14
Pinnacle Wealth Planning Services, Inc.	79	$3.4K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Creative Capital Management Investments LLC	73	$3.1K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Private Wealth Management Group, LLC	68	$2.9K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	51	$2.2K	0.0%	Core	High	Turin, Latvia	2026-10-22
Cedar Mountain Advisors, LLC	50	$2.2K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Jnba Financial Advisors	47	$2.0K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Bell Investment Advisors, Inc	43	$1.9K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Financial Consulate, Inc	42	$1.8K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Barnes Dennig Private Wealth Management LLC	34	$1.5K	0.0%	Core	Low	Cincinnati, OH	2026-10-30
MassMutual Private Wealth & Trust, FSB	34	$1.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
Bay Harbor Wealth Management, LLC	33	$1.4K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Torren Management, LLC	33	$1.4K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Smallwood Wealth Investment Management, LLC	31	$1.3K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Elevation Wealth Partners, LLC	30	$1.3K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
DiNuzzo Private Wealth, Inc.	29	$1.3K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Cromwell Holdings LLC	26	$1.1K	0.0%	Index	Low	Jackson, WY	2026-10-28
Physician Wealth Advisors, Inc.	25	$1.1K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Rakuten Securities, Inc.	21	$906	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Activest Wealth Management	17	$733	0.0%	ETF	Low	Aventura, FL	2026-10-15
Marquette Asset Management, LLC	13	$561	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
MV Capital Management, Inc.	12	$518	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Proathlete Wealth Management LLC	7	$301	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
DecisionPoint Financial, LLC	6	$265	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Planning Strategies Inc.	6	$259	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Capital Advisors, Ltd. LLC	5	$0	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Ascentis Wealth Management, LLC	4	$172	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
American Capital Advisory, LLC	3	$130	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Maryland Capital Advisors Inc.	2	$87	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Hughes Financial Services, LLC	2	$114	0.0%	ETF	Low	Herndon, VA	2026-10-30
Quaker Wealth Management, LLC	1	$44	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
TFC Financial Management, Inc.	1	$44	0.0%	ETF	Very Low	Boston, MA	2026-10-26
3 Factor Indexing, LLC	1	$44	0.0%	ETF	Low	Sacramento, CA	2026-10-15