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Markel Group Inc (MKL)

CUSIP: 570535104 | NYSE | Financial Services · Insurance - Property & Casualty | Large Cap | 2213 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Davenport & Co LLC197,363
1.7% of portfolio›$339.0M
Dimensional Fund Advisors LP135,797
0.0% of portfolio›$232.6M
Troy Asset Management Ltd124,421
5.1% of portfolio›$213.1M
Principal Financial Group Inc105,602
0.1% of portfolio›$180.9M
Bank Julius Baer & Co. Ltd, Zurich94,927
0.4% of portfolio›$163.1M
Fenimore Asset Management Inc86,571
3.3% of portfolio›$148.2M
Fort Washington Investment Advisors Inc75,262
0.7% of portfolio›$128.9M
Quilter Plc46,412
1.1% of portfolio›$79.5M
Steginsky Capital LLC44,331
0.0% of portfolio›$75.9K
Sather Financial Group Inc28,216
2.7% of portfolio›$48.3M
Cooke & Bieler LP25,877
0.7% of portfolio›$44.3M
Sumitomo Mitsui Trust Group, Inc.24,954
0.0% of portfolio›$42.7M
Mraz, Amerine & Associates, Inc.20,184
5.4% of portfolio›$34.6M
Oslo Pensjonsforsikring AS19,910
3.9% of portfolio›$34.1M
Country Trust Bank18,493
0.5% of portfolio›$31.7M
Lincoln Capital LLC17,807
5.4% of portfolio›$30.6M
Marathon Asset Management Ltd15,785
1.2% of portfolio›$27.0M
Citadel Investment Advisory, Inc.15,409
12.1% of portfolio›$26.4M
Mitsubishi UFJ Asset Management Co., Ltd.15,362
0.0% of portfolio›$26.3M
Citigroup Inc15,173
0.0% of portfolio›$26.0M
Pinnacle Associates LTD15,131
0.3% of portfolio›$25.9M
Poehling Capital Management, Inc.14,069
5.0% of portfolio›$24.1M
Swedbank AB10,289
0.0% of portfolio›$17.6M
Creative Planning10,215
0.0% of portfolio›$17.5M
Canerector Inc8,850
6.9% of portfolio›$15.2M
Kirr Marbach & Co LLC8,073
2.6% of portfolio›$13.8M
Smith Salley Wealth Management7,503
0.5% of portfolio›$12.8M
Solidarity Wealth, LLC7,100
2.1% of portfolio›$12.2M
Luma Capital S.A. - SPF7,032
9.9% of portfolio›$12.0M
Assenagon Asset Management S.A.6,939
0.0% of portfolio›$11.9M
Culbertson A N & Co Inc6,428
1.3% of portfolio›$11.0M
Adams Asset Advisors, LLC6,000
1.0% of portfolio›$10.3M
NWF Advisory Services Inc.5,833
0.9% of portfolio›$10.0M
Berkeley, Inc5,670
3.0% of portfolio›$9.7M
MacKenzie Financial Corp5,411
0.0% of portfolio›$9.3M
Seizert Capital Partners, LLC5,278
0.4% of portfolio›$9.0M
Live Oak Private Wealth LLC5,200
1.1% of portfolio›$8.9M
Pictet Asset Management Holding SA4,983
0.0% of portfolio›$8.5M
Asset Management One Co., Ltd.4,905
0.0% of portfolio›$8.4M
Fjarde Ap-Fonden TH Swedish National Pension Fund4,876
0.0% of portfolio›$8.3M
Achmea Investment Management B.V.4,509
0.1% of portfolio›$7.7M
Wealth Enhancement Advisory Services, LLC4,341
0.0% of portfolio›$7.2M
Chapman Investment Management, LLC4,338
5.9% of portfolio›$7.4M
Clear Harbor Asset Management, LLC4,315
0.4% of portfolio›$7.4M
Redmond Asset Management, LLC4,314
2.2% of portfolio›$7.4M
State of New Jersey Common Pension Fund D3,935
0.0% of portfolio›$6.7M
GHP Investment Advisors, Inc.3,846
0.2% of portfolio›$6.6M
Mn Services Vermogensbeheer B.V.3,648
0.0% of portfolio›$6.2K
Alpha Omega Wealth Management LLC3,598
0.9% of portfolio›$6.2M
Buttonwood Financial Advisors Inc.3,584
1.9% of portfolio›$6.1M
Vantage Investment Partners, LLC3,496
0.4% of portfolio›$6.0M
DekaBank Deutsche Girozentrale3,474
0.0% of portfolio›$6.0K
Arizona State Retirement System3,418
0.0% of portfolio›$5.9M
Chemistry Wealth Management LLC3,193
0.9% of portfolio›$5.5M
GAM Holding AG3,100
0.4% of portfolio›$5.3M
Montag A & Associates Inc3,027
0.2% of portfolio›$5.2M
IFM Investors Pty Ltd2,813
0.0% of portfolio›$4.8M
OP Asset Management Ltd2,791
0.0% of portfolio›$4.8M
Ervin Investment Management, LLC2,725
2.5% of portfolio›$4.7M
Baxter Bros Inc2,583
0.5% of portfolio›$4.4M
SEB Asset Management AB2,544
0.0% of portfolio›$4.4M
Parallel Advisors, LLC2,524
0.1% of portfolio›$4.3M
Truist Financial Corp2,434
0.0% of portfolio›$4.2M
Neville Rodie & Shaw Inc2,408
0.3% of portfolio›$4.1K
Virginia Wealth Management Group, Inc.2,358
2.0% of portfolio›$4.0M
Harbor Investment Advisory, LLC2,330
0.3% of portfolio›$4.0M
Watchman Group, Inc.2,195
0.9% of portfolio›$3.8M
KBC Group NV2,161
0.0% of portfolio›$3.7K
Leuthold Group, LLC2,109
0.3% of portfolio›$3.6M
Bradyco, Inc.2,031
2.4% of portfolio›$3.5M
Fideuram Asset Management (Ireland) dac2,018
0.1% of portfolio›$3.8M
Canal Insurance Co2,000
0.0% of portfolio›$3.4K
Womack Financial LLC1,998
2.2% of portfolio›$3.4M
Ridgewood Investments LLC1,936
1.2% of portfolio›$3.3M
Salem Investment Counselors Inc1,913
0.1% of portfolio›$3.3M
PensionDanmark Pensionsforsikringsaktieselskab1,845
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC1,834
0.0% of portfolio›$3.1M
State of Alaska, Department of Revenue1,790
0.0% of portfolio›$3.1K
Swiss Life Asset Management Ltd1,788
0.0% of portfolio›$3.1M
HB Wealth Management, LLC1,784
0.0% of portfolio›$3.1M
Y-Intercept (Hong Kong) Ltd1,745
0.1% of portfolio›$3.0M
D.A. Davidson & Co.1,737
0.0% of portfolio›$3.0M
Ethic Inc.1,736
0.0% of portfolio›$3.0M
Carnegie Lake Advisors LLC1,712
0.1% of portfolio›$342.5K
Freedom Day Solutions, LLC1,694
0.6% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.1,630
0.0% of portfolio›$2.8K
Xponance LLC1,628
0.0% of portfolio›$2.8M
Oak Thistle LLC1,581
0.2% of portfolio›$2.7M
CenterBook Partners LP1,566
0.1% of portfolio›$2.7M
Davidson Kahn Capital Management, LLC1,541
1.0% of portfolio›$2.6M
Apollon Wealth Management, LLC1,516
0.0% of portfolio›$2.6M
Atria Investments, Inc1,504
0.0% of portfolio›$2.6M
Alta Capital Management LLC/1,489
0.2% of portfolio›$2.5M
Gold Investment Management Ltd.1,484
0.7% of portfolio›$2.5M
Glenview Trust Co1,454
0.0% of portfolio›$2.5M
Beese Fulmer Investment Management, Inc.1,420
0.1% of portfolio›$2.4M
Solitude Financial Services1,369
0.6% of portfolio›$2.3M
Capricorn Fund Managers Ltd1,360
0.2% of portfolio›$2.3M
Salvus Wealth Management, LLC1,329
1.3% of portfolio›$2.3M
Values Added Financial LLC1,250
0.8% of portfolio›$2.1M
Daiwa Securities Group Inc.1,220
0.0% of portfolio›$2.1M
Weil Company, Inc.1,218
0.4% of portfolio›$2.1M
Tributary Capital Management, LLC1,216
0.2% of portfolio›$2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd1,192
0.0% of portfolio›$2.0M
Candriam S.C.A.1,139
0.0% of portfolio›$2.0M
Ashton Thomas Securities, LLC1,103
0.2% of portfolio›$1.9M
Choreo, LLC1,062
0.0% of portfolio›$1.8M
ABN Amro Investment Solutions1,014
0.0% of portfolio›$1.7M
Saybrook Capital1,010
0.4% of portfolio›$1.7M
Ag2r LA Mondiale Gestion D'actifs994
0.1% of portfolio›$1.7M
Gulf International Bank (UK) Ltd958
0.0% of portfolio›$1.6K
Oppenheimer & Co Inc946
0.0% of portfolio›$1.6M
American Capital Advisory, LLC922
0.5% of portfolio›$1.6M
Inspire Investing, LLC876
0.1% of portfolio›$1.5M
Soltis Investment Advisors LLC875
0.1% of portfolio›$1.5M
Tactive Advisors, LLC854
0.4% of portfolio›$1.5M
Strategent Financial, LLC853
0.7% of portfolio›$1.5M
Masterinvest Kapitalanlage GmbH844
0.1% of portfolio›$1.4M
Kestra Advisory Services, LLC816
0.0% of portfolio›$1.4M
Nisa Investment Advisors, LLC809
0.0% of portfolio›$1.4M
Gateway Investment Advisers LLC808
0.0% of portfolio›$1.4M
Lecap Asset Management LTD794
0.6% of portfolio›$1.4M
BI Asset Management Fondsmaeglerselskab A/S778
0.0% of portfolio›$1.3K
RKL Wealth Management LLC778
0.1% of portfolio›$1.3M
Compass Ion Advisors, LLC759
0.1% of portfolio›$1.3M
Third View Private Wealth, LLC752
0.2% of portfolio›$1.3M
Lido Advisors, LLC740
0.0% of portfolio›$1.3M
Principle Wealth Partners LLC737
0.1% of portfolio›$1.3M
RFG Advisory, LLC711
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC696
0.0% of portfolio›$1.3M
Diversify Advisory Services, LLC696
0.0% of portfolio›$1.3M
Concurrent Investment Advisors, LLC683
0.0% of portfolio›$1.2M
Fruth Investment Management681
0.0% of portfolio›$1.2K
Axxcess Wealth Management, LLC679
0.0% of portfolio›$1.2M
Anchyra Partners LLC678
0.2% of portfolio›$1.2M
Horst & Graben Wealth Management LLC676
0.2% of portfolio›$1.2M
Praxis Investment Management Inc675
0.0% of portfolio›$1.2K
AlphaCore Capital LLC626
0.0% of portfolio›$1.1M
Parisi Gray Wealth Management621
0.2% of portfolio›$1.1M
Carmel Capital Partners, LLC607
0.4% of portfolio›$1.0M
Trust Co of Vermont605
0.0% of portfolio›$1.0M
Lakewood Asset Management LLC604
0.5% of portfolio›$1.0M
Citizens Financial Group Inc601
0.0% of portfolio›$1.0M
CIBC Asset Management Inc601
0.0% of portfolio›$1.0M
Sage Capital Advisors,llc600
0.2% of portfolio›$1.0M
MCF Advisors LLC580
0.0% of portfolio›$993.2K
Chicago Partners Investment Group LLC574
0.0% of portfolio›$1.1M
Sepio Capital, LP566
0.0% of portfolio›$969.2K
Amalgamated Bank564
0.0% of portfolio›$966
Resonant Capital Advisors, LLC541
0.0% of portfolio›$926.4K
Sowell Financial Services LLC529
0.0% of portfolio›$905.9K
Royal Fund Management, LLC510
0.1% of portfolio›$873.4K
Tokio Marine Asset Management Co LTD509
0.0% of portfolio›$871.6K
Tableaux LLC505
0.4% of portfolio›$864.8K
Hunter Associates Investment Management LLC485
0.0% of portfolio›$830
Griffin Asset Management, Inc.480
0.1% of portfolio›$822.0K
Sheets Smith Wealth Management478
0.1% of portfolio›$818.6K
UniSuper Management Pty Ltd470
0.0% of portfolio›$804.9K
Mission Wealth Management, LP460
0.0% of portfolio›$787.5K
Calamos Wealth Management LLC459
0.0% of portfolio›$786.0K
Farther Finance Advisors, LLC457
0.0% of portfolio›$782.6K
WealthPlan Investment Management, LLC454
0.0% of portfolio›$777.5K
Perigon Wealth Management, LLC436
0.0% of portfolio›$746.6K
Keybank National Association425
0.0% of portfolio›$727.8K
Avanza Fonder AB406
0.0% of portfolio›$695.3K
Cross Staff Investments Inc405
0.4% of portfolio›$693.5K
Mlp3, LLC404
0.6% of portfolio›$691.8K
Crestwood Advisors Group, LLC390
0.0% of portfolio›$667.9K
E. Ohman J:or Asset Management AB385
0.0% of portfolio›$659.3K
North Dakota State Investment Board378
0.0% of portfolio›$647.3K
Elevation Point Wealth Partners, LLC370
0.0% of portfolio›$633.6K
Raiffeisen Bank International AG368
0.0% of portfolio›$640.4K
Legacy Advisors, LLC361
0.1% of portfolio›$618.2K
Oppenheimer Asset Management Inc.361
0.0% of portfolio›$618.2K
Financial Security Advisor, Inc.359
0.1% of portfolio›$614.8K
Quadcap Wealth Management, LLC359
0.1% of portfolio›$614.8K
Sterling Capital Management LLC357
0.0% of portfolio›$611.3K
Inlet Private Wealth, LLC356
0.1% of portfolio›$609.6K
TD Waterhouse Canada Inc.355
0.0% of portfolio›$612.7K
Linden Thomas Advisory Services, LLC350
0.0% of portfolio›$599.4K
Founders Capital Management, LLC346
0.1% of portfolio›$592.5K
B. Metzler seel. Sohn & Co. AG343
0.0% of portfolio›$587.4K
Gamma Investing LLC342
0.0% of portfolio›$585.7K
Winthrop Advisory Group LLC327
0.0% of portfolio›$560.0K
Generali Investments CEE, investicni spolecnost, a.s.325
0.0% of portfolio›$634.7K
Tuttle Capital Management, LLC318
0.2% of portfolio›$544.6K
Strs Ohio318
0.0% of portfolio›$544.6K
Parsons Capital Management Inc314
0.0% of portfolio›$537.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management313
0.0% of portfolio›$536.0K
Brighton Jones LLC313
0.0% of portfolio›$536.0K
StoneX Group Inc.305
0.0% of portfolio›$544.3K
Victrix Investment Advisors304
0.2% of portfolio›$520.6K
Canandaigua National Trust Co of Florida293
0.3% of portfolio›$501.7K
MGO One Seven LLC292
0.0% of portfolio›$500.0K
Greenleaf Trust290
0.0% of portfolio›$496.6K
Krilogy Financial LLC288
0.0% of portfolio›$515.6K
Yousif Capital Management, LLC287
0.0% of portfolio›$491.5K
Flagstone Financial Management282
0.1% of portfolio›$482.9K
Allen Mooney & Barnes Investment Advisors LLC282
0.1% of portfolio›$482.9K
Tritonpoint Wealth, LLC278
0.0% of portfolio›$476.1K
Fulcrum Asset Management LLP275
0.0% of portfolio›$478.5K
AdvisorNet Financial, Inc273
0.0% of portfolio›$490.6K
NBT Bank, N.A.270
0.0% of portfolio›$462.4K
First Nebraska Trust Co264
0.0% of portfolio›$452.1K
Vise Technologies, Inc.261
0.0% of portfolio›$446.8K
NorthCrest Asset Manangement, LLC254
0.0% of portfolio›$449.3K
Norman Fields, Gottscho Capital Management, LLC250
0.1% of portfolio›$428.1K
Isthmus Partners, LLC245
0.0% of portfolio›$419.6K
Trinity Wealth Management, LLC231
0.1% of portfolio›$395.6K
Trust Point Inc.228
0.0% of portfolio›$390.4K
Heartwood Wealth Advisors LLC226
0.0% of portfolio›$387.0K
Signaturefd, LLC225
0.0% of portfolio›$385.8K
Dala Group, LLC224
0.3% of portfolio›$383.6K
Legacy Capital Wealth Partners, LLC221
0.1% of portfolio›$378.5K
TMB Capital Partners, LLC217
0.1% of portfolio›$371.6K
Evergreen Capital Management LLC216
0.0% of portfolio›$369.9K
Studio Investment Management LLC215
0.1% of portfolio›$368.2K
Ashton Thomas Private Wealth, LLC209
0.0% of portfolio›$358.0K
LexAurum Advisors, LLC207
0.0% of portfolio›$354.5K
Harbor Capital Advisors, Inc.201
0.0% of portfolio›$344
Bourgeon Capital Management LLC200
0.0% of portfolio›$342.5K
Founders Grove Wealth Partners, LLC193
0.1% of portfolio›$330.5K
Motley Fool Asset Management LLC193
0.0% of portfolio›$330.5K
True North Advisors, LLC192
0.0% of portfolio›$328.8K
Salomon & Ludwin, LLC192
0.0% of portfolio›$328.8K
Prime Capital Investment Advisors, LLC191
0.0% of portfolio›$327.1K
Kestra Private Wealth Services, LLC191
0.0% of portfolio›$327.1K
Howland Capital Management LLC189
0.0% of portfolio›$323.7K
Vontobel Holding Ltd.187
0.0% of portfolio›$320.2K
RMR Capital Management, LLC186
0.2% of portfolio›$318.5K
Allspring Global Investments Holdings, LLC186
0.0% of portfolio›$320.3K
Arkfeld Wealth Strategies, L.L.C.185
0.1% of portfolio›$319.7K
Hengehold Capital Management LLC185
0.0% of portfolio›$316.8K
Hara Capital LLC184
0.2% of portfolio›$315.1K
Independent Financial Group, LLC182
0.0% of portfolio›$311.7K
Mills Wealth Advisors LLC181
0.1% of portfolio›$310.0K
Old National Bancorp181
0.0% of portfolio›$310.0K
Acima Private Wealth, LLC180
0.1% of portfolio›$308.2K
Argonautica Private Wealth Management, Inc179
0.1% of portfolio›$306.5K
Lodestone Wealth Management LLC178
0.1% of portfolio›$305.3K
Hamilton Capital, LLC175
0.0% of portfolio›$299.7K
Cove Private Wealth, LLC173
0.1% of portfolio›$296.3K
Cobblestone Asset Management LLC172
0.1% of portfolio›$294.5K
Manchester Financial Inc169
0.1% of portfolio›$289.4K
Allen Capital Group, LLC164
0.0% of portfolio›$280.8K
Tran Capital Management, L.P.160
0.0% of portfolio›$274.0K
Virtue Capital Management, LLC159
0.0% of portfolio›$272.3K
Equitable Trust Co157
0.0% of portfolio›$268.9K
111 Capital157
0.0% of portfolio›$268.9K
EverSource Wealth Advisors, LLC155
0.0% of portfolio›$265.4K
JGP Wealth Management, LLC153
0.0% of portfolio›$262.7K
Riversedge Advisors, LLC151
0.0% of portfolio›$258.6K
Indivisible Partners150
0.0% of portfolio›$256.9K
Foster Victor Wealth Advisors, LLC150
0.0% of portfolio›$278.4K
MBL Wealth, LLC149
0.0% of portfolio›$255.2K
Woodmont Investment Counsel LLC147
0.0% of portfolio›$251.7K
Conestoga Capital Advisors, LLC145
0.0% of portfolio›$248.3K
SeaBridge Investment Advisors LLC144
0.0% of portfolio›$246.6K
New York Life Investment Management LLC144
0.0% of portfolio›$246.6K
Cathy Pareto & Associates, Inc144
0.1% of portfolio›$246.8K
Beacon Financial Planning, Inc140
0.1% of portfolio›$239.7K
Cadent Capital Advisors, LLC140
0.1% of portfolio›$239.7K
Burke & Herbert Bank & Trust Co138
0.1% of portfolio›$236.3K
Cyndeo Wealth Partners, LLC137
0.0% of portfolio›$234.6K
Ballast, Inc.137
0.0% of portfolio›$234.6K
Assetmark, Inc136
0.0% of portfolio›$232.9K
Aprio Wealth Management, LLC136
0.0% of portfolio›$232.9K
Sterling Investment Counsel, LLC135
0.1% of portfolio›$231.2K
First Citizens Bank & Trust Co134
0.0% of portfolio›$229.5K
Wedmont Private Capital134
0.0% of portfolio›$236.9K
Williams Jones Wealth Management, Llc.134
0.0% of portfolio›$229.5K
Quadrant Capital Group LLC133
0.0% of portfolio›$238.0K
Verdence Capital Advisors LLC131
0.0% of portfolio›$224.3K
Murphy & Mullick Capital Management Corp131
0.1% of portfolio›$224.3K
Valeo Financial Advisors, LLC130
0.0% of portfolio›$222.6K
Adkins Seale Capital Management LLC130
0.2% of portfolio›$222.6K
Optima Capital LLC128
0.1% of portfolio›$219.2K
Atticus Wealth Management, LLC126
0.0% of portfolio›$215.8K
M Holdings Securities, Inc.125
0.0% of portfolio›$238
Farmers & Merchants Investments Inc125
0.0% of portfolio›$214.1K
Oak Asset Management, LLC125
0.1% of portfolio›$214.1K
Mutual of America Capital Management LLC124
0.0% of portfolio›$212.3K
B. Riley Wealth Advisors, Inc.124
0.0% of portfolio›$212.3K
Beacon Financial Group123
0.0% of portfolio›$210.6K
Genesis Private Wealth, LLC123
0.1% of portfolio›$210.6K
MassMutual Private Wealth & Trust, FSB121
0.0% of portfolio›$207.2K
First Financial Bank - Trust Division120
0.0% of portfolio›$205.5K
Capital Asset Advisory Services LLC119
0.0% of portfolio›$226.7K
Golden State Wealth Management, LLC87
0.0% of portfolio›$149.0K
IFP Advisors, Inc87
0.0% of portfolio›$149.0K
Essential Partners LLC79
0.1% of portfolio›$135.3K
Signature Equity Partners, LLC75
0.0% of portfolio›$128.4K
Leonteq Securities AG69
0.0% of portfolio›$118.2K
Root Financial Partners, LLC66
0.0% of portfolio›$113.0K
Compagnie Lombard Odier SCmA65
0.0% of portfolio›$111.3K
Bayforest Capital Ltd64
0.2% of portfolio›$109.6K
Caitong International Asset Management Co., Ltd60
0.0% of portfolio›$102.7K
Blue Trust, Inc.56
0.0% of portfolio›$95.0K
Versant Capital Management, Inc54
0.0% of portfolio›$92.5K
Beacon Investment Advisory Services, Inc.51
0.0% of portfolio›$87.3K
Cassaday & Co Wealth Management LLC49
0.0% of portfolio›$83.9K
Evermay Wealth Management LLC49
0.0% of portfolio›$83.9K
Covestor Ltd47
0.0% of portfolio›$81
Mather Group, Llc.42
0.0% of portfolio›$71.9K
Oakworth Capital, Inc.40
0.0% of portfolio›$68.5K
SJS Investment Consulting Inc.36
0.0% of portfolio›$61.6K
Madden Securities Corp36
0.0% of portfolio›$61.6K
Eastern Bank36
0.0% of portfolio›$61.6K
SBI Securities Co., Ltd.35
0.0% of portfolio›$59.9K
Mirae Asset Global Investments Co., Ltd.34
0.0% of portfolio›$58.2K
Nova Financial LLC33
0.0% of portfolio›$56.5K
Maryland Capital Advisors Inc.32
0.0% of portfolio›$54.8K
Deseret Mutual Benefit Administrators32
0.0% of portfolio›$54.8K
Bokf, NA28
0.0% of portfolio›$47.9K
Tobam24
0.0% of portfolio›$41
True Wealth Design, LLC22
0.0% of portfolio›$37.7K
Fortitude Family Office, LLC22
0.0% of portfolio›$37.7K
Birch Financial Group, LLC21
0.0% of portfolio›$36.4K
Livforsakringsbolaget Skandia, Omsesidigt20
0.0% of portfolio›$34.2K
Kelleher Financial Advisors20
0.0% of portfolio›$34.2K
Toth Financial Advisory Corp20
0.0% of portfolio›$34.2K
Private Wealth Management Group, LLC19
0.0% of portfolio›$32.5K
MidAtlantic Capital Management, Inc.18
0.0% of portfolio›$30.8K
Chilton Capital Management LLC17
0.0% of portfolio›$29.1K
JFS Wealth Advisors, LLC17
0.0% of portfolio›$29.1K
Sima Wealth Partners, LLC16
0.0% of portfolio›$27.4K
TD Private Client Wealth LLC16
0.0% of portfolio›$27.4K
SBK Financial, Inc.15
0.0% of portfolio›$25.7K
Virginia Estate & Retirement Planning Advisors Inc.14
0.0% of portfolio›$24.0K
Cedar Mountain Advisors, LLC14
0.0% of portfolio›$24.0K
Lanark Financial, Inc.12
0.0% of portfolio›$20.5K
Provenance Wealth Advisors, LLC12
0.0% of portfolio›$20.5K
Laurel Wealth Advisors LLC12
0.0% of portfolio›$20.6K
Valley National Advisers Inc12
0.0% of portfolio›$20.6K
Adirondack Trust Co12
0.0% of portfolio›$20.5K
Barrett & Company, Inc.12
0.0% of portfolio›$20.5K
City Holding Co12
0.0% of portfolio›$20.5K
Gables Capital Management Inc.11
0.0% of portfolio›$18.8K
MTM Investment Management, LLC11
0.0% of portfolio›$18.8K
Pinnacle Wealth Planning Services, Inc.10
0.0% of portfolio›$17.1K
Elyxium Wealth, LLC10
0.0% of portfolio›$17.1K
Capital Advisors, Ltd. LLC10
0.0% of portfolio›$17
Hilltop National Bank10
0.0% of portfolio›$17.1K
Asset Dedication, LLC10
0.0% of portfolio›$17.1K
Rosenberg Matthew Hamilton9
0.0% of portfolio›$15.4K
GoalVest Advisory LLC9
0.0% of portfolio›$15.4K
Pinnacle Bancorp, Inc.9
0.0% of portfolio›$15.4K
Putney Financial Group LLC8
0.0% of portfolio›$13.7K
Physician Wealth Advisors, Inc.8
0.0% of portfolio›$13.7K
Private Trust Co NA8
0.0% of portfolio›$13.7K
Legacy Bridge, LLC7
0.0% of portfolio›$12.0K
KFG LLC7
0.0% of portfolio›$12.0K
Marquette Asset Management, LLC7
0.0% of portfolio›$12.0K
Creative Financial Designs Inc7
0.0% of portfolio›$12.0K
Owl Creek Wealth Partners LLC6
0.0% of portfolio›$10.3K
Highline Wealth Partners LLC6
0.0% of portfolio›$10.3K
Burkett Financial Services, LLC6
0.0% of portfolio›$10.3K
Nfsg Corp5
0.0% of portfolio›$8.6K
Entrust Financial LLC5
0.0% of portfolio›$8.6K
Cranbrook Wealth Management, LLC5
0.0% of portfolio›$8.6K
Cromwell Holdings LLC5
0.0% of portfolio›$8.6K
Arlington Trust Co LLC5
0.0% of portfolio›$8.6K
SRH Advisors, LLC5
0.0% of portfolio›$8.6K
Parkside Financial Bank & Trust4
0.0% of portfolio›$6.9K
Ascentis Independent Advisors4
0.0% of portfolio›$6.8K
Pittenger & Anderson Inc4
0.0% of portfolio›$6.9K
Bell Investment Advisors, Inc4
0.0% of portfolio›$6.9K
Carolina Wealth Advisors, LLC4
0.0% of portfolio›$6.9K
Creative Capital Management Investments LLC4
0.0% of portfolio›$6.9K
High Point Wealth Management, LLC4
0.0% of portfolio›$6.9K
West Paces Advisors Inc.3
0.0% of portfolio›$5.1K
Sunrise Financial Services, LLC3
0.0% of portfolio›$5.1K
James T. Borello RIA3
0.0% of portfolio›$5.1K
MV Capital Management, Inc.3
0.0% of portfolio›$5.1K
Hughes Financial Services, LLC3
0.0% of portfolio›$5.6K
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$3.4K
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$1.7K
Balance Wealth Partners LLC1
0.0% of portfolio›$1.3K
Manchester Capital Management LLC1
0.0% of portfolio›$1.7K
Navigoe, LLC1
0.0% of portfolio›$1
Torren Management, LLC1
0.0% of portfolio›$1.7K
Guardian Partners Inc.1
0.0% of portfolio›$1.7K
First Horizon Corp1
0.0% of portfolio›$1.7K
Elevation Wealth Partners, LLC1
0.0% of portfolio›$1.7K
Nemes Rush Group LLC1
0.0% of portfolio›$1.7K
Gilpin Wealth Management, LLC1
0.0% of portfolio›$1.7K
DecisionPoint Financial, LLC1
0.0% of portfolio›$1.7K
Thurston, Springer, Miller, Herd & Titak, Inc.1
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
Davenport & Co LLC
197,363$339.0M1.7%CoreMediumRichmond, VA2026-10-14
Dimensional Fund Advisors LP
135,797$232.6M0.0%IndexLowAustin, TX2026-11-04
Troy Asset Management Ltd
124,421$213.1M5.1%CoreMediumLondon, United Kingdom2026-10-28
Principal Financial Group Inc
105,602$180.9M0.1%CoreLowDes Moines, IA2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
94,927$163.1M0.4%GrowthMediumZurich, Switzerland2026-10-29
Fenimore Asset Management Inc
86,571$148.2M3.3%CoreLowCobleskill, NY2026-10-08
Fort Washington Investment Advisors Inc
75,262$128.9M0.7%CoreLowCincinnati, OH2026-10-15
Quilter Plc
46,412$79.5M1.1%GrowthLowLondon, United Kingdom2026-10-21
Steginsky Capital LLC
44,331$75.9K0.0%GrowthVery LowPort Washington, NY2026-10-07
Sather Financial Group Inc
28,216$48.3M2.7%CoreLowVictoria, TX2026-10-30
Cooke & Bieler LP
25,877$44.3M0.7%Deep ValueMediumPhiladelphia, PA2026-10-21
Sumitomo Mitsui Trust Group, Inc.
24,954$42.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mraz, Amerine & Associates, Inc.
20,184$34.6M5.4%Deep ValueLowModesto, CA2026-10-30
Oslo Pensjonsforsikring AS
19,910$34.1M3.9%ValueLowOslo, Norway2026-10-15
Country Trust Bank
18,493$31.7M0.5%GrowthLowBloomington, IL2026-10-30
Lincoln Capital LLC
17,807$30.6M5.4%CoreVery LowLincoln, NE2026-10-09
Marathon Asset Management Ltd
15,785$27.0M1.2%ValueLowLondon, United Kingdom2026-10-26
Citadel Investment Advisory, Inc.
15,409$26.4M12.1%ValueVery LowChesterland, OH2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
15,362$26.3M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
15,173$26.0M0.0%CoreMediumNew York, NY2026-11-04
Pinnacle Associates LTD
15,131$25.9M0.3%CoreLowNew York, NY2026-10-20
Poehling Capital Management, Inc.
14,069$24.1M5.0%ValueLowMadison, WI2026-10-20
Swedbank AB
10,289$17.6M0.0%GrowthLowStockholm, Sweden2026-10-27
Creative Planning
10,215$17.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Canerector Inc
8,850$15.2M6.9%YieldVery LowToronto, Australia2026-10-13
Kirr Marbach & Co LLC
8,073$13.8M2.6%GARPLowColumbus, IN2026-10-20
Smith Salley Wealth Management
7,503$12.8M0.5%GrowthLowGreensboro, NC2026-11-03
Solidarity Wealth, LLC
7,100$12.2M2.1%CoreMediumLehi, UT2026-10-15
Luma Capital S.A. - SPF
7,032$12.0M9.9%CoreVery LowLuxembourg, Netherlands2026-10-21
Assenagon Asset Management S.A.
6,939$11.9M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Culbertson A N & Co Inc
6,428$11.0M1.3%CoreVery LowCharlottesville, VA2026-10-21
Adams Asset Advisors, LLC
6,000$10.3M1.0%YieldMediumDallas, TX2026-10-08
NWF Advisory Services Inc.
5,833$10.0M0.9%GARPLowLos Angeles, CA2026-10-19
Berkeley, Inc
5,670$9.7M3.0%CoreLowBoise, ID2026-10-20
MacKenzie Financial Corp
5,411$9.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Seizert Capital Partners, LLC
5,278$9.0M0.4%ValueMediumBirmingham, MI2026-10-30
Live Oak Private Wealth LLC
5,200$8.9M1.1%ValueLowWilmington, NC2026-11-02
Pictet Asset Management Holding SA
4,983$8.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Asset Management One Co., Ltd.
4,905$8.4M0.0%IndexVery LowTokyo, Mexico2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
4,876$8.3M0.0%GrowthLowStockholm, Sweden2026-10-15
Achmea Investment Management B.V.
4,509$7.7M0.1%CoreMediumZeist, Philippines2026-10-30
Wealth Enhancement Advisory Services, LLC
4,341$7.2M0.0%CoreLowPlymouth, MN2026-10-13
Chapman Investment Management, LLC
4,338$7.4M5.9%GrowthVery LowSan Anselmo, CA2026-11-03
Clear Harbor Asset Management, LLC
4,315$7.4M0.4%CoreLowStamford, CT2026-11-05
Redmond Asset Management, LLC
4,314$7.4M2.2%CoreLowHenrico, VA2026-10-27
State of New Jersey Common Pension Fund D
3,935$6.7M0.0%CoreLowTrenton, NJ2026-11-05
GHP Investment Advisors, Inc.
3,846$6.6M0.2%CoreVery LowDenver, CO2026-10-15
Mn Services Vermogensbeheer B.V.
3,648$6.2K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Alpha Omega Wealth Management LLC
3,598$6.2M0.9%ValueLowRichmond, VA2026-10-23
Buttonwood Financial Advisors Inc.
3,584$6.1M1.9%GARPLowBaltimore, MD2026-10-13
Vantage Investment Partners, LLC
3,496$6.0M0.4%CoreMediumKansas City, MO2026-10-27
DekaBank Deutsche Girozentrale
3,474$6.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Arizona State Retirement System
3,418$5.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Chemistry Wealth Management LLC
3,193$5.5M0.9%CoreLowNew York, NY2026-10-16
GAM Holding AG
3,100$5.3M0.4%CoreMediumZurich, Switzerland2026-11-03
Montag A & Associates Inc
3,027$5.2M0.2%CoreLowAtlanta, GA2026-10-29
IFM Investors Pty Ltd
2,813$4.8M0.0%IndexVery LowMelbourne, China2026-10-14
OP Asset Management Ltd
2,791$4.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Ervin Investment Management, LLC
2,725$4.7M2.5%CoreVery LowSeattle, WA2026-10-23
Baxter Bros Inc
2,583$4.4M0.5%CoreLowRiverside, CT2026-11-04
SEB Asset Management AB
2,544$4.4M0.0%CoreN/AStockholm, Sweden2026-11-04
Parallel Advisors, LLC
2,524$4.3M0.1%IndexLowSan Francisco, CA2026-11-03
Truist Financial Corp
2,434$4.2M0.0%CoreLowCharlotte, NC2026-10-30
Neville Rodie & Shaw Inc
2,408$4.1K0.3%GrowthLowNew York, NY2026-10-05
Virginia Wealth Management Group, Inc.
2,358$4.0M2.0%YieldLowVirginia Beach, VA2026-10-14
Harbor Investment Advisory, LLC
2,330$4.0M0.3%GrowthLowLutherville, MD2026-10-13
Watchman Group, Inc.
2,195$3.8M0.9%ETFLowPlano, TX2026-10-16
KBC Group NV
2,161$3.7K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Leuthold Group, LLC
2,109$3.6M0.3%ValueMediumMinneapolis, MN2026-11-04
Bradyco, Inc.
2,031$3.5M2.4%CoreVery LowCambridge, MA2026-11-03
Fideuram Asset Management (Ireland) dac
2,018$3.8M0.1%CoreHighDublin 1, Lithuania2026-10-29
Canal Insurance Co
2,000$3.4K0.0%YieldVery LowGreenville, SC2026-10-20
Womack Financial LLC
1,998$3.4M2.2%CoreVery LowDallas, TX2026-10-14
Ridgewood Investments LLC
1,936$3.3M1.2%ValueMediumSpringfield, NJ2026-10-05
Salem Investment Counselors Inc
1,913$3.3M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
1,845$3.2M0.0%IndexLowCopenhagen O, Greece2026-10-19
Commonwealth Equity Services, LLC
1,834$3.1M0.0%ETFLowWaltham, MA2026-11-02
State of Alaska, Department of Revenue
1,790$3.1K0.0%CoreVery LowJuneau, AK2026-10-15
Swiss Life Asset Management Ltd
1,788$3.1M0.0%CoreLowZurich, Switzerland2026-11-03
HB Wealth Management, LLC
1,784$3.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Y-Intercept (Hong Kong) Ltd
1,745$3.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
D.A. Davidson & Co.
1,737$3.0M0.0%CoreLowGreat Falls, MT2026-10-28
Ethic Inc.
1,736$3.0M0.0%CoreLowNew York, NY2026-11-03
Carnegie Lake Advisors LLC
1,712$342.5K0.1%ValueLowPrinceton, NJ2026-11-03
Freedom Day Solutions, LLC
1,694$2.9M0.6%CoreLowHouston, TX2026-10-20
Cambridge Investment Research Advisors, Inc.
1,630$2.8K0.0%ETFLowFairfield, IA2026-11-02
Xponance LLC
1,628$2.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oak Thistle LLC
1,581$2.7M0.2%ValueVery HighNew York, NY2026-10-21
CenterBook Partners LP
1,566$2.7M0.1%ValueVery HighGreenwich, CT2026-11-02
Davidson Kahn Capital Management, LLC
1,541$2.6M1.0%GrowthLowSherman Oaks, CA2026-10-26
Apollon Wealth Management, LLC
1,516$2.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Atria Investments, Inc
1,504$2.6M0.0%CoreMediumCharlotte, NC2026-10-15
Alta Capital Management LLC/
1,489$2.5M0.2%GrowthMediumSalt Lake City, UT2026-10-26
Gold Investment Management Ltd.
1,484$2.5M0.7%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Glenview Trust Co
1,454$2.5M0.0%GrowthVery LowLouisville, KY2026-10-28
Beese Fulmer Investment Management, Inc.
1,420$2.4M0.1%CoreLowCanton, OH2026-10-23
Solitude Financial Services
1,369$2.3M0.6%ETFVery LowCharlottesville, VA2026-10-26
Capricorn Fund Managers Ltd
1,360$2.3M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Salvus Wealth Management, LLC
1,329$2.3M1.3%CoreMediumRed Bank, NJ2026-10-13
Values Added Financial LLC
1,250$2.1M0.8%ETFLowWashington, DC2026-10-28
Daiwa Securities Group Inc.
1,220$2.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Weil Company, Inc.
1,218$2.1M0.4%ETFLowSan Diego, CA2026-10-14
Tributary Capital Management, LLC
1,216$2.1M0.2%ValueMediumOmaha, NE2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
1,192$2.0M0.0%IndexVery LowTokyo, Mexico2026-10-20
Candriam S.C.A.
1,139$2.0M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Ashton Thomas Securities, LLC
1,103$1.9M0.2%ETFMediumRochester, NY2026-10-26
Choreo, LLC
1,062$1.8M0.0%IndexLowRockford, IL2026-10-28
ABN Amro Investment Solutions
1,014$1.7M0.0%GrowthLowParis Cedex 008, India2026-10-21
Saybrook Capital
1,010$1.7M0.4%CoreVery LowSag Harbor, NY2026-10-27
Ag2r LA Mondiale Gestion D'actifs
994$1.7M0.1%GrowthLowParis, India2026-10-26
Gulf International Bank (UK) Ltd
958$1.6K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Oppenheimer & Co Inc
946$1.6M0.0%CoreLowNew York, NY2026-10-26
American Capital Advisory, LLC
922$1.6M0.5%ETFLowKetchum, ID2026-10-28
Inspire Investing, LLC
876$1.5M0.1%GARPHighMeridian, ID2026-10-22
Soltis Investment Advisors LLC
875$1.5M0.1%CoreMediumSt. George, UT2026-10-28
Tactive Advisors, LLC
854$1.5M0.4%ETFHighJacksonville, FL2026-10-08
Strategent Financial, LLC
853$1.5M0.7%ETFLowHarrisonburg, VA2026-10-30
Masterinvest Kapitalanlage GmbH
844$1.4M0.1%GrowthLowVienna, Chile2026-11-03
Kestra Advisory Services, LLC
816$1.4M0.0%CoreLowAustin, TX2026-11-02
Nisa Investment Advisors, LLC
809$1.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Gateway Investment Advisers LLC
808$1.4M0.0%GrowthLowCincinnati, OH2026-10-13
Lecap Asset Management LTD
794$1.4M0.6%ValueVery HighLondon, United Kingdom2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
778$1.3K0.0%CoreMediumKobenhavn, Greece2026-10-22
RKL Wealth Management LLC
778$1.3M0.1%ETFVery LowLancaster, PA2026-10-16
Compass Ion Advisors, LLC
759$1.3M0.1%ETFVery LowConshohocken, PA2026-10-23
Third View Private Wealth, LLC
752$1.3M0.2%GrowthLowWestport, CT2026-10-30
Lido Advisors, LLC
740$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Principle Wealth Partners LLC
737$1.3M0.1%CoreVery LowMadison, CT2026-11-02
RFG Advisory, LLC
711$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
Diversify Wealth Management, LLC
696$1.3M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
696$1.3M0.0%GrowthLowSandy, UT2026-10-20
Concurrent Investment Advisors, LLC
683$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Fruth Investment Management
681$1.2K0.0%CoreVery LowHouston, TX2026-10-13
Axxcess Wealth Management, LLC
679$1.2M0.0%CoreLowCarlsbad, CA2026-10-21
Anchyra Partners LLC
678$1.2M0.2%CoreLowAtlanta, GA2026-10-13
Horst & Graben Wealth Management LLC
676$1.2M0.2%ETFMediumPortland, OR2026-11-02
Praxis Investment Management Inc
675$1.2K0.0%CoreLowGoshen, IN2026-11-03
AlphaCore Capital LLC
626$1.1M0.0%ETFLowLa Jolla, CA2026-11-04
Parisi Gray Wealth Management
621$1.1M0.2%GrowthLowMendham, NJ2026-10-16
Carmel Capital Partners, LLC
607$1.0M0.4%ValueMediumSan Diego, CA2026-11-03
Trust Co of Vermont
605$1.0M0.0%CoreVery LowBrattleboro, VT2026-10-21
Lakewood Asset Management LLC
604$1.0M0.5%ValueLowNaperville, IL2026-10-26
Citizens Financial Group Inc
601$1.0M0.0%GrowthLowProvidence, RI2026-10-23
CIBC Asset Management Inc
601$1.0M0.0%GARPLowToronto, South Africa2026-11-05
Sage Capital Advisors,llc
600$1.0M0.2%CoreLowSioux Falls, SD2026-10-13
MCF Advisors LLC
580$993.2K0.0%ETFLowLexington, KY2026-10-28
Chicago Partners Investment Group LLC
574$1.1M0.0%GARPLowChicago, IL2026-10-27
Sepio Capital, LP
566$969.2K0.0%ETFLowSalt Lake City, UT2026-10-22
Amalgamated Bank
564$9660.0%CoreVery LowNew York, NY2026-10-23
Resonant Capital Advisors, LLC
541$926.4K0.0%ETFLowMadison, WI2026-10-15
Sowell Financial Services LLC
529$905.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Royal Fund Management, LLC
510$873.4K0.1%GrowthMediumLady Lake, FL2026-10-22
Tokio Marine Asset Management Co LTD
509$871.6K0.0%GrowthLowTokyo, Mexico2026-10-26
Tableaux LLC
505$864.8K0.4%ETFLowStockbridge, MA2026-10-23
Hunter Associates Investment Management LLC
485$8300.0%CoreLowPittsburgh, PA2026-10-26
Griffin Asset Management, Inc.
480$822.0K0.1%CoreLowNew York, NY2026-10-22
Sheets Smith Wealth Management
478$818.6K0.1%CoreLowWinston-Salem, NC2026-10-16
UniSuper Management Pty Ltd
470$804.9K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Mission Wealth Management, LP
460$787.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Calamos Wealth Management LLC
459$786.0K0.0%GrowthMediumNaperville, IL2026-11-02
Farther Finance Advisors, LLC
457$782.6K0.0%IndexLowSan Francisco, CA2026-10-08
WealthPlan Investment Management, LLC
454$777.5K0.0%GrowthMediumOmaha, NE2026-10-15
Perigon Wealth Management, LLC
436$746.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Keybank National Association
425$727.8K0.0%CoreLowBrooklyn, OH2026-11-04
Avanza Fonder AB
406$695.3K0.0%GrowthLowStockholm, Sweden2026-10-13
Cross Staff Investments Inc
405$693.5K0.4%CoreVery LowPittsford, NY2026-10-22
Mlp3, LLC
404$691.8K0.6%CoreVery LowLinwood, NJ2026-10-22
Crestwood Advisors Group, LLC
390$667.9K0.0%GrowthLowBoston, MA2026-10-27
E. Ohman J:or Asset Management AB
385$659.3K0.0%GrowthMediumStockholm, Sweden2026-10-22
North Dakota State Investment Board
378$647.3K0.0%GrowthMediumBismarck, ND2026-10-27
Elevation Point Wealth Partners, LLC
370$633.6K0.0%CoreHighDenver, CO2026-11-05
Raiffeisen Bank International AG
368$640.4K0.0%GrowthMediumVienna, Chile2026-10-28
Legacy Advisors, LLC
361$618.2K0.1%ETFLowPlymouth Meeting, PA2026-10-19
Oppenheimer Asset Management Inc.
361$618.2K0.0%CoreMediumNew York, NY2026-10-27
Financial Security Advisor, Inc.
359$614.8K0.1%CoreLowVirginia Beach, VA2026-11-03
Quadcap Wealth Management, LLC
359$614.8K0.1%ETFLowFrisco, TX2026-11-02
Sterling Capital Management LLC
357$611.3K0.0%GARPMediumCharlotte, NC2026-10-22
Inlet Private Wealth, LLC
356$609.6K0.1%ValueLowJupiter, FL2026-10-21
TD Waterhouse Canada Inc.
355$612.7K0.0%CoreLowToronto, Australia2026-10-16
Linden Thomas Advisory Services, LLC
350$599.4K0.0%CoreLowCharlotte, NC2026-10-19
Founders Capital Management, LLC
346$592.5K0.1%CoreVery LowHartford, CT2026-10-23
B. Metzler seel. Sohn & Co. AG
343$587.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Gamma Investing LLC
342$585.7K0.0%IndexVery LowFoster City, CA2026-10-08
Winthrop Advisory Group LLC
327$560.0K0.0%ETFVery LowBoston, MA2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
325$634.7K0.0%CoreLowPrague, Bahrain2026-10-15
Tuttle Capital Management, LLC
318$544.6K0.2%GrowthHighRiverside, CT2026-10-21
Strs Ohio
318$544.6K0.0%CoreMediumColumbus, OH2026-10-30
Parsons Capital Management Inc
314$537.7K0.0%CoreLowProvidence, RI2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
313$536.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Brighton Jones LLC
313$536.0K0.0%CoreVery LowSeattle, WA2026-11-03
StoneX Group Inc.
305$544.3K0.0%ETFMediumNew York, NY2026-11-03
Victrix Investment Advisors
304$520.6K0.2%CoreLowStuart, FL2026-10-13
Canandaigua National Trust Co of Florida
293$501.7K0.3%CoreLowCanandaigua, NY2026-10-07
MGO One Seven LLC
292$500.0K0.0%GrowthLowBeachwood, OH2026-10-28
Greenleaf Trust
290$496.6K0.0%CoreLowKalamazoo, MI2026-10-29
Krilogy Financial LLC
288$515.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Yousif Capital Management, LLC
287$491.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Flagstone Financial Management
282$482.9K0.1%ETFVery LowLincoln, NE2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
282$482.9K0.1%ValueLowThomasville, GA2026-10-08
Tritonpoint Wealth, LLC
278$476.1K0.0%CoreLowChevy Chase, MD2026-10-19
Fulcrum Asset Management LLP
275$478.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
AdvisorNet Financial, Inc
273$490.6K0.0%ETFLowMinnetonka, MN2026-10-15
NBT Bank, N.A.
270$462.4K0.0%CoreLowNorwich, NY2026-10-21
First Nebraska Trust Co
264$452.1K0.0%CoreVery LowLincoln, NE2026-10-30
Vise Technologies, Inc.
261$446.8K0.0%IndexLowNew York, NY2026-10-29
NorthCrest Asset Manangement, LLC
254$449.3K0.0%GrowthLowPlymouth, MN2026-10-13
Norman Fields, Gottscho Capital Management, LLC
250$428.1K0.1%CoreVery LowNew York, NY2026-10-05
Isthmus Partners, LLC
245$419.6K0.0%ValueMediumMadison, WI2026-10-21
Trinity Wealth Management, LLC
231$395.6K0.1%ETFMediumBerwyn, PA2026-10-13
Trust Point Inc.
228$390.4K0.0%CoreMediumLa Crosse, WI2026-10-27
Heartwood Wealth Advisors LLC
226$387.0K0.0%ETFLowRichmond, VA2026-10-05
Signaturefd, LLC
225$385.8K0.0%IndexLowAtlanta, GA2026-10-23
Dala Group, LLC
224$383.6K0.3%ETFMediumHoffman Estates, IL2026-10-29
Legacy Capital Wealth Partners, LLC
221$378.5K0.1%CoreMediumLittle Rock, AR2026-10-21
TMB Capital Partners, LLC
217$371.6K0.1%MomentumMediumLittle Rock, AR2026-10-20
Evergreen Capital Management LLC
216$369.9K0.0%GARPMediumBellevue, WA2026-10-23
Studio Investment Management LLC
215$368.2K0.1%ETFLowChicago, IL2026-10-22
Ashton Thomas Private Wealth, LLC
209$358.0K0.0%CoreMediumScottsdale, AZ2026-11-03
LexAurum Advisors, LLC
207$354.5K0.0%ETFLowOverland Park, KS2026-10-19
Harbor Capital Advisors, Inc.
201$3440.0%ValueHighChicago, IL2026-10-22
Bourgeon Capital Management LLC
200$342.5K0.0%CoreMediumDarien, CT2026-10-19
Founders Grove Wealth Partners, LLC
193$330.5K0.1%ETFLowRichmond, VA2026-10-16
Motley Fool Asset Management LLC
193$330.5K0.0%GrowthMediumAlexandria, VA2026-10-27
True North Advisors, LLC
192$328.8K0.0%CoreMediumDallas, TX2026-10-22
Salomon & Ludwin, LLC
192$328.8K0.0%ETFVery LowRichmond, VA2026-10-29
Prime Capital Investment Advisors, LLC
191$327.1K0.0%ETFLowOverland Park, KS2026-10-20
Kestra Private Wealth Services, LLC
191$327.1K0.0%GrowthLowAustin, TX2026-10-30
Howland Capital Management LLC
189$323.7K0.0%CoreLowBoston, MA2026-10-22
Vontobel Holding Ltd.
187$320.2K0.0%CoreMediumZurich, Switzerland2026-10-16
RMR Capital Management, LLC
186$318.5K0.2%ValueVery LowTustin, CA2026-10-23
Allspring Global Investments Holdings, LLC
186$320.3K0.0%CoreMediumCharlotte, NC2026-11-04
Arkfeld Wealth Strategies, L.L.C.
185$319.7K0.1%ValueLowOmaha, NE2026-10-19
Hengehold Capital Management LLC
185$316.8K0.0%ETFLowCincinnati, OH2026-10-16
Hara Capital LLC
184$315.1K0.2%Deep ValueMediumBellevue, WA2026-10-30
Independent Financial Group, LLC
182$311.7K0.0%GrowthLowSan Diego, CA2026-10-13
Mills Wealth Advisors LLC
181$310.0K0.1%ETFMediumSouthlake, TX2026-10-22
Old National Bancorp
181$310.0K0.0%CoreLowEvansville, IN2026-10-20
Acima Private Wealth, LLC
180$308.2K0.1%ETFVery LowRichmond, VA2026-10-05
Argonautica Private Wealth Management, Inc
179$306.5K0.1%GrowthLowWellesley, MA2026-11-02
Lodestone Wealth Management LLC
178$305.3K0.1%CoreLowSpokane, WA2026-10-14
Hamilton Capital, LLC
175$299.7K0.0%ETFVery LowColumbus, OH2026-10-08
Cove Private Wealth, LLC
173$296.3K0.1%GrowthLowOyster Bay Cove, NY2026-10-28
Cobblestone Asset Management LLC
172$294.5K0.1%ETFMediumRichmond, VA2026-10-13
Manchester Financial Inc
169$289.4K0.1%ETFMediumWestlake Village, CA2026-10-15
Allen Capital Group, LLC
164$280.8K0.0%CoreLowGrand Island, NE2026-10-27
Tran Capital Management, L.P.
160$274.0K0.0%MomentumMediumSan Rafael, CA2026-10-19
Virtue Capital Management, LLC
159$272.3K0.0%GrowthHighBrentwood, TN2026-10-29
Equitable Trust Co
157$268.9K0.0%CoreLowNashville, TN2026-10-13
111 Capital
157$268.9K0.0%CoreVery HighParis, India2026-11-03
EverSource Wealth Advisors, LLC
155$265.4K0.0%CoreMediumBirmingham, AL2026-11-04
JGP Wealth Management, LLC
153$262.7K0.0%CoreLowBend, OR2026-10-13
Riversedge Advisors, LLC
151$258.6K0.0%ETFMediumWilmington, DE2026-10-09
Indivisible Partners
150$256.9K0.0%GrowthMediumClearwater, FL2026-10-26
Foster Victor Wealth Advisors, LLC
150$278.4K0.0%CoreMediumGreenville, SC2026-10-21
MBL Wealth, LLC
149$255.2K0.0%ETFLowCharlotte, NC2026-10-22
Woodmont Investment Counsel LLC
147$251.7K0.0%GARPVery LowNashville, TN2026-10-29
Conestoga Capital Advisors, LLC
145$248.3K0.0%CoreLowWayne, PA2026-11-02
SeaBridge Investment Advisors LLC
144$246.6K0.0%GrowthMediumSummit, NJ2026-11-02
New York Life Investment Management LLC
144$246.6K0.0%GrowthLowNew York, NY2026-11-04
Cathy Pareto & Associates, Inc
144$246.8K0.1%ETFLowCoral Gables, FL2026-10-15
Beacon Financial Planning, Inc
140$239.7K0.1%ETFVery LowHyannis, MA2026-11-04
Cadent Capital Advisors, LLC
140$239.7K0.1%ETFHighTulsa, OK2026-10-09
Burke & Herbert Bank & Trust Co
138$236.3K0.1%CoreVery LowAlexandria, VA2026-11-02
Cyndeo Wealth Partners, LLC
137$234.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Ballast, Inc.
137$234.6K0.0%ETFLowLexington, KY2026-10-20
Assetmark, Inc
136$232.9K0.0%ETFLowConcord, CA2026-10-21
Aprio Wealth Management, LLC
136$232.9K0.0%ETFMediumAtlanta, GA2026-10-28
Sterling Investment Counsel, LLC
135$231.2K0.1%GrowthLowBuffalo, NY2026-10-19
First Citizens Bank & Trust Co
134$229.5K0.0%CoreMediumRaleigh, NC2026-10-14
Wedmont Private Capital
134$236.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Williams Jones Wealth Management, Llc.
134$229.5K0.0%GrowthLowNew York, NY2026-11-05
Quadrant Capital Group LLC
133$238.0K0.0%CoreLowCincinnati, OH2026-10-20
Verdence Capital Advisors LLC
131$224.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Murphy & Mullick Capital Management Corp
131$224.3K0.1%GrowthLowSmithtown, NY2026-11-02
Valeo Financial Advisors, LLC
130$222.6K0.0%ETFLowCarmel, IN2026-10-08
Adkins Seale Capital Management LLC
130$222.6K0.2%CoreVery LowShreveport, LA2026-10-27
Optima Capital LLC
128$219.2K0.1%ETFHighPortland, OR2026-10-29
Atticus Wealth Management, LLC
126$215.8K0.0%ETFLowPalm Beach Gardens, FL2026-10-20
M Holdings Securities, Inc.
125$2380.0%ETFHighPortland, OR2026-11-03
Farmers & Merchants Investments Inc
125$214.1K0.0%CoreVery LowLincoln, NE2026-10-22
Oak Asset Management, LLC
125$214.1K0.1%CoreVery LowWestlake Village, CA2026-10-13
Mutual of America Capital Management LLC
124$212.3K0.0%IndexLowNew York, NY2026-10-23
B. Riley Wealth Advisors, Inc.
124$212.3K0.0%GrowthLowMemphis, TN2026-10-13
Beacon Financial Group
123$210.6K0.0%ETFMediumDallas, TX2026-10-19
Genesis Private Wealth, LLC
123$210.6K0.1%ETFLowAshburn, VA2026-11-02
MassMutual Private Wealth & Trust, FSB
121$207.2K0.0%CoreLowSpringfield, MA2026-10-05
First Financial Bank - Trust Division
120$205.5K0.0%CoreLowHamilton, OH2026-10-01
Capital Asset Advisory Services LLC
119$226.7K0.0%ETFLowWilliamston, MI2026-10-30
Golden State Wealth Management, LLC
87$149.0K0.0%ETFMediumSanta Ana, CA2026-11-02
IFP Advisors, Inc
87$149.0K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
79$135.3K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Signature Equity Partners, LLC
75$128.4K0.0%GrowthMediumColumbus, OH2026-10-29
Leonteq Securities AG
69$118.2K0.0%CoreHighZurich, Switzerland2026-10-29
Root Financial Partners, LLC
66$113.0K0.0%ETFMediumEncinitas, CA2026-10-21
Compagnie Lombard Odier SCmA
65$111.3K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Bayforest Capital Ltd
64$109.6K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Caitong International Asset Management Co., Ltd
60$102.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Blue Trust, Inc.
56$95.0K0.0%ETFLowBrentwood, TN2026-10-15
Versant Capital Management, Inc
54$92.5K0.0%GARPLowPhoenix, AZ2026-10-02
Beacon Investment Advisory Services, Inc.
51$87.3K0.0%GrowthLowMorristown, NJ2026-10-13
Cassaday & Co Wealth Management LLC
49$83.9K0.0%ETFVery LowMclean, VA2026-10-27
Evermay Wealth Management LLC
49$83.9K0.0%ETFLowArlington, VA2026-11-05
Covestor Ltd
47$810.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
42$71.9K0.0%ETFMediumChicago, IL2026-10-14
Oakworth Capital, Inc.
40$68.5K0.0%ETFLowBirmingham, AL2026-10-26
SJS Investment Consulting Inc.
36$61.6K0.0%ETFVery LowSylvania, OH2026-10-26
Madden Securities Corp
36$61.6K0.0%GrowthMediumDallas, TX2026-10-27
Eastern Bank
36$61.6K0.0%GrowthMediumBoston, MA2026-10-05
SBI Securities Co., Ltd.
35$59.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mirae Asset Global Investments Co., Ltd.
34$58.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Nova Financial LLC
33$56.5K0.0%N/AN/ATucson, AZ2026-11-04
Maryland Capital Advisors Inc.
32$54.8K0.0%ETFVery LowChester, MD2026-10-15
Deseret Mutual Benefit Administrators
32$54.8K0.0%CoreMediumSalt Lake City, UT2026-11-04
Bokf, NA
28$47.9K0.0%CoreLowTulsa, OK2026-10-27
Tobam
24$410.0%ValueHighParis, India2026-11-03
True Wealth Design, LLC
22$37.7K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
22$37.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Birch Financial Group, LLC
21$36.4K0.0%CoreLowKeene, NH2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
20$34.2K0.0%GrowthMediumStockholm, Sweden2026-10-21
Kelleher Financial Advisors
20$34.2K0.0%CoreMediumNew York, NY2026-10-30
Toth Financial Advisory Corp
20$34.2K0.0%CoreLowLeesburg, VA2026-10-08
Private Wealth Management Group, LLC
19$32.5K0.0%ETFLowPrinceton, NJ2026-10-19
MidAtlantic Capital Management, Inc.
18$30.8K0.0%ETFVery LowRichmond, VA2026-11-05
Chilton Capital Management LLC
17$29.1K0.0%GrowthMediumHouston, TX2026-10-28
JFS Wealth Advisors, LLC
17$29.1K0.0%ETFVery LowHermitage, PA2026-11-03
Sima Wealth Partners, LLC
16$27.4K0.0%ETFVery LowRichmond, VA2026-10-19
TD Private Client Wealth LLC
16$27.4K0.0%ETFLowNew York, NY2026-10-28
SBK Financial, Inc.
15$25.7K0.0%N/AN/ARichmond, VA2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
14$24.0K0.0%ETFLowGlen Allen, VA2026-10-14
Cedar Mountain Advisors, LLC
14$24.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Lanark Financial, Inc.
12$20.5K0.0%CoreMediumBirmingham, AL2026-10-26
Provenance Wealth Advisors, LLC
12$20.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Laurel Wealth Advisors LLC
12$20.6K0.0%CoreVery LowCharlotte, NC2026-10-27
Valley National Advisers Inc
12$20.6K0.0%ETFLowBethlehem, PA2026-10-23
Adirondack Trust Co
12$20.5K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Barrett & Company, Inc.
12$20.5K0.0%ETFLowProvidence, RI2026-10-22
City Holding Co
12$20.5K0.0%CoreLowCharleston, WV2026-10-19
Gables Capital Management Inc.
11$18.8K0.0%GrowthVery LowMiami, FL2026-11-04
MTM Investment Management, LLC
11$18.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
Pinnacle Wealth Planning Services, Inc.
10$17.1K0.0%GARPLowMansfield, OH2026-10-27
Elyxium Wealth, LLC
10$17.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Capital Advisors, Ltd. LLC
10$170.0%ETFLowShaker Heights, OH2026-10-27
Hilltop National Bank
10$17.1K0.0%CoreLowCasper, WY2026-10-14
Asset Dedication, LLC
10$17.1K0.0%ETFLowSan Francisco, CA2026-11-03
Rosenberg Matthew Hamilton
9$15.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
GoalVest Advisory LLC
9$15.4K0.0%ETFMediumNew York, NY2026-10-02
Pinnacle Bancorp, Inc.
9$15.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Putney Financial Group LLC
8$13.7K0.0%GrowthLowSan Rafael, CA2026-10-30
Physician Wealth Advisors, Inc.
8$13.7K0.0%ETFMediumMidvale, UT2026-10-20
Private Trust Co NA
8$13.7K0.0%CoreLowCleveland, OH2026-10-20
Legacy Bridge, LLC
7$12.0K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
KFG LLC
7$12.0K0.0%ETFN/ARapid City, SD2026-11-02
Marquette Asset Management, LLC
7$12.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Creative Financial Designs Inc
7$12.0K0.0%ETFMediumKokomo, IN2026-11-04
Owl Creek Wealth Partners LLC
6$10.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Highline Wealth Partners LLC
6$10.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Burkett Financial Services, LLC
6$10.3K0.0%ETFLowRock Hill, SC2026-10-01
Nfsg Corp
5$8.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Entrust Financial LLC
5$8.6K0.0%ETFLowWayne, PA2026-11-04
Cranbrook Wealth Management, LLC
5$8.6K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Cromwell Holdings LLC
5$8.6K0.0%IndexLowJackson, WY2026-10-28
Arlington Trust Co LLC
5$8.6K0.0%ETFMediumBirmingham, AL2026-10-20
SRH Advisors, LLC
5$8.6K0.0%ETFVery LowSalina, KS2026-10-22
Parkside Financial Bank & Trust
4$6.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Ascentis Independent Advisors
4$6.8K0.0%ETFLowDallas, TX2026-11-03
Pittenger & Anderson Inc
4$6.9K0.0%CoreLowLincoln, NE2026-11-02
Bell Investment Advisors, Inc
4$6.9K0.0%ETFVery LowOrinda, CA2026-10-29
Carolina Wealth Advisors, LLC
4$6.9K0.0%YieldHighMyrtle Beach, SC2026-10-23
Creative Capital Management Investments LLC
4$6.9K0.0%ETFLowSan Diego, CA2026-10-28
High Point Wealth Management, LLC
4$6.9K0.0%ETFLowChester, NJ2026-11-05
West Paces Advisors Inc.
3$5.1K0.0%ETFLowAtlanta, GA2026-10-13
Sunrise Financial Services, LLC
3$5.1K0.0%ETFMediumBurien, WA2026-10-21
James T. Borello RIA
3$5.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
MV Capital Management, Inc.
3$5.1K0.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
3$5.6K0.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
2$3.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Tounjian Advisory Partners, LLC
1$1.7K0.0%GrowthHighFort Myers, FL2026-11-04
Balance Wealth Partners LLC
1$1.3K0.0%ETFMediumWorthington, OH2026-10-27
Manchester Capital Management LLC
1$1.7K0.0%CoreLowManchester, VT2026-10-22
Navigoe, LLC
1$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Torren Management, LLC
1$1.7K0.0%ETFMediumSan Diego, CA2026-10-29
Guardian Partners Inc.
1$1.7K0.0%ValueMediumToronto, South Africa2026-10-21
First Horizon Corp
1$1.7K0.0%CoreLowMemphis, TN2026-10-26
Elevation Wealth Partners, LLC
1$1.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Nemes Rush Group LLC
1$1.7K0.0%CoreVery LowNovi, MI2026-11-04
Gilpin Wealth Management, LLC
1$1.7K0.0%GrowthLowDenver, CO2026-10-09
DecisionPoint Financial, LLC
1$1.7K0.0%ETFVery LowMesa, AZ2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
1$1.7K0.0%GrowthMediumIndianapolis, IN2026-10-14