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Mastec Inc (MTZ)

CUSIP: 576323109 | NYSE | Industrials · Engineering & Construction | Large Cap | 1973 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJorge Mas
with Jorge Mas Holdings, LLC, Jorge Mas Holdings I, LLC, Jorge Mas Irrevocable Family Trust, +4 more
11,872,11114.8%New 5%+ stakeAug 11, 2026No 13F filer matched
13D/AJose Ramon Mas
with Jose Ramon Mas Holdings, LLC, Jose Ramon Mas Holdings I, LLC
6,185,0907.7%New 5%+ stakeAug 11, 2026No 13F filer matched
13D/AJorge Mas11,872,111
14.8% of class · Aug 11, 2026New 5%+ stake
with Jorge Mas Holdings, LLC, Jorge Mas Holdings I, LLC, Jorge Mas Irrevocable Family Trust, +4 more
No 13F filer matched
13D/AJose Ramon Mas6,185,090
7.7% of class · Aug 11, 2026New 5%+ stake
with Jose Ramon Mas Holdings, LLC, Jose Ramon Mas Holdings I, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp664,574
0.0% of portfolio›$142.0M
Dimensional Fund Advisors LP644,841
0.0% of portfolio›$137.7M
Citigroup Inc239,035
0.0% of portfolio›$51.1M
Country Trust Bank233,274
0.9% of portfolio›$49.8M
Hennessy Advisors Inc198,800
1.6% of portfolio›$42.5M
Legacy Advisors, LLC147,372
3.0% of portfolio›$31.5M
Principal Financial Group Inc142,893
0.0% of portfolio›$30.5M
Davenport & Co LLC135,076
0.1% of portfolio›$28.6M
Kirr Marbach & Co LLC131,521
5.3% of portfolio›$28.1M
Hillman Co130,909
10.7% of portfolio›$28.0M
Sumitomo Mitsui Trust Group, Inc.122,510
0.0% of portfolio›$26.2M
Assenagon Asset Management S.A.101,274
0.0% of portfolio›$21.6M
Community Trust & Investment Co93,066
1.0% of portfolio›$19.9M
Y-Intercept (Hong Kong) Ltd85,962
0.4% of portfolio›$18.4M
KBC Group NV82,996
0.0% of portfolio›$17.7K
Mitsubishi UFJ Asset Management Co., Ltd.80,107
0.0% of portfolio›$17.1M
Cushing Asset Management, LP dba NXG Investment Management78,600
0.8% of portfolio›$16.8M
Swedbank AB64,641
0.0% of portfolio›$13.8M
Retirement Systems of Alabama64,599
0.0% of portfolio›$13.8M
Mirae Asset Global Investments Co., Ltd.58,394
0.0% of portfolio›$12.5M
M&G Plc57,730
0.1% of portfolio›$12.4M
DekaBank Deutsche Girozentrale53,264
0.0% of portfolio›$11.6K
Raiffeisen Bank International AG50,951
0.1% of portfolio›$10.7M
Asset Management One Co., Ltd.49,064
0.0% of portfolio›$10.5M
Guinness Asset Management LTD40,919
0.1% of portfolio›$8.7M
Prevail Innovative Wealth Advisors, LLC38,212
1.1% of portfolio›$8.5M
J. Safra Sarasin Holding AG37,914
0.1% of portfolio›$8.1M
Wedge Capital Management L L P37,911
0.1% of portfolio›$8.1M
Wealth Enhancement Advisory Services, LLC37,764
0.0% of portfolio›$5.3M
Allspring Global Investments Holdings, LLC36,843
0.0% of portfolio›$7.9M
Moran Wealth Management, LLC35,299
0.2% of portfolio›$7.5M
Cambridge Investment Research Advisors, Inc.34,840
0.0% of portfolio›$7.4K
Sterling Capital Management LLC32,624
0.1% of portfolio›$7.0M
Candriam S.C.A.32,378
0.0% of portfolio›$6.9M
Union Bancaire Privee, UBP SA32,203
0.1% of portfolio›$5.9M
BI Asset Management Fondsmaeglerselskab A/S31,873
0.0% of portfolio›$6.8K
Pictet Asset Management Holding SA30,854
0.0% of portfolio›$6.6M
Wesbanco Bank Inc30,537
0.2% of portfolio›$6.5M
Fjarde Ap-Fonden TH Swedish National Pension Fund29,840
0.0% of portfolio›$6.4M
Amalgamated Bank29,825
0.0% of portfolio›$6.4K
AGF Management LTD28,043
0.0% of portfolio›$6.0M
Gateway Investment Advisers LLC26,887
0.1% of portfolio›$5.7M
Dymon Asia Capital (Singapore) Pte. Ltd.26,360
0.3% of portfolio›$5.6M
New York State Teachers Retirement System26,257
0.0% of portfolio›$5.6K
Fifth Third Bancorp26,173
0.0% of portfolio›$5.6M
Daiwa Securities Group Inc.26,000
0.0% of portfolio›$5.6M
Kingswood Wealth Advisors, LLC25,703
0.2% of portfolio›$5.5M
Imc-Chicago, LLC24,336
0.0% of portfolio›$5.2M
Mutual of America Capital Management LLC22,853
0.0% of portfolio›$4.9M
Sycomore Asset Management22,437
1.0% of portfolio›$8.8K
State of New Jersey Common Pension Fund D19,935
0.0% of portfolio›$4.3M
Gables Capital Management Inc.19,554
1.6% of portfolio›$4.2M
Commonwealth Equity Services, LLC19,267
0.0% of portfolio›$4.1M
Louisiana State Employees Retirement System18,600
0.1% of portfolio›$4.0M
Sheets Smith Wealth Management17,968
0.4% of portfolio›$3.8M
Mn Services Vermogensbeheer B.V.17,800
0.0% of portfolio›$3.8K
Yousif Capital Management, LLC16,782
0.0% of portfolio›$3.6M
Arizona State Retirement System16,725
0.0% of portfolio›$3.6M
Bouvel Investment Partners, LLC16,655
0.8% of portfolio›$3.6M
Xponance LLC16,483
0.0% of portfolio›$3.5M
Park Avenue Securities LLC16,303
0.0% of portfolio›$3.5K
Bruni J V & Co16,072
0.3% of portfolio›$3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,950
0.0% of portfolio›$3.2M
OP Asset Management Ltd14,748
0.0% of portfolio›$3.2M
State of Michigan Retirement System14,739
0.0% of portfolio›$3.1M
SEB Asset Management AB14,410
0.0% of portfolio›$3.1M
Kornitzer Capital Management Inc14,111
0.1% of portfolio›$3.0M
IFM Investors Pty Ltd13,836
0.0% of portfolio›$3.0M
Oliver Luxxe Assets LLC13,808
0.5% of portfolio›$2.9M
Thrivent Financial for Lutherans13,725
0.0% of portfolio›$2.9K
NorthCrest Asset Manangement, LLC13,338
0.1% of portfolio›$2.9M
B. Metzler seel. Sohn & Co. AG13,243
0.0% of portfolio›$2.8M
Oregon Public Employees Retirement Fund12,997
0.0% of portfolio›$2.8M
Vontobel Holding Ltd.12,289
0.0% of portfolio›$2.6M
US Bancorp \de\11,813
0.0% of portfolio›$2.5M
Creative Planning11,408
0.0% of portfolio›$2.4M
Huntleigh Advisors, Inc.11,078
0.3% of portfolio›$2.4M
Farrow Financial, Inc.10,525
1.2% of portfolio›$2.2M
MacKenzie Financial Corp10,165
0.0% of portfolio›$2.2M
ASR Vermogensbeheer N.V.9,405
0.0% of portfolio›$2.0M
Chicago Capital, LLC8,916
0.0% of portfolio›$1.9M
Hedeker Wealth, LLC8,846
0.3% of portfolio›$1.9M
IFP Advisors, Inc8,837
0.0% of portfolio›$1.9M
Pinnacle Associates LTD8,686
0.0% of portfolio›$1.9M
PensionDanmark Pensionsforsikringsaktieselskab8,627
0.0% of portfolio›$1.8M
Alps Advisors Inc8,062
0.0% of portfolio›$1.7M
Highland Capital Management, LLC7,744
0.1% of portfolio›$1.7M
ABN Amro Investment Solutions7,647
0.0% of portfolio›$1.6M
MH & Associates Securities Management Corp7,601
1.4% of portfolio›$1.6M
NLB Skladi, upravljanje premozenja, d.o.o.7,000
0.1% of portfolio›$1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd6,995
0.0% of portfolio›$1.5M
GS Investments, Inc.6,902
1.1% of portfolio›$1.5M
Swiss Life Asset Management Ltd6,468
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC6,262
0.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC6,163
0.0% of portfolio›$1.3M
Venture Visionary Partners LLC5,937
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue5,933
0.0% of portfolio›$1.3K
KRS Capital Management, LLC5,918
0.6% of portfolio›$1.3M
Ethic Inc.5,831
0.0% of portfolio›$1.2M
Illinois Municipal Retirement Fund5,673
0.0% of portfolio›$1.2M
Truist Financial Corp5,601
0.0% of portfolio›$1.2M
D.A. Davidson & Co.5,501
0.0% of portfolio›$1.2M
Bfsg, LLC5,393
0.1% of portfolio›$1.2M
Quadrant Capital Group LLC5,318
0.0% of portfolio›$1.1M
Exchange Traded Concepts, LLC4,942
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC4,869
0.0% of portfolio›$1.0M
HB Wealth Management, LLC4,828
0.0% of portfolio›$1.0M
Brighton Jones LLC4,783
0.0% of portfolio›$1.0M
Inspire Investing, LLC4,703
0.0% of portfolio›$1.0M
Crossmark Global Holdings, Inc.4,681
0.0% of portfolio›$1,000.0K
Gulf International Bank (UK) Ltd4,666
0.0% of portfolio›$996
Claro Advisors Inc.4,451
0.1% of portfolio›$950.9K
Daymark Wealth Partners, LLC4,410
0.0% of portfolio›$942.1K
Blue Line Capital, LLC / IL4,323
0.7% of portfolio›$923.5K
Bank Julius Baer & Co. Ltd, Zurich4,058
0.0% of portfolio›$866.4K
Salem Investment Counselors Inc3,998
0.0% of portfolio›$854.1K
Fideuram Asset Management (Ireland) dac3,710
0.0% of portfolio›$1.2M
Penn Capital Management Company, LLC3,571
0.1% of portfolio›$771.9K
Evergreen Capital Management LLC3,564
0.0% of portfolio›$761.3K
CIBC Asset Management Inc3,484
0.0% of portfolio›$744.3K
Veracity Capital LLC3,200
0.2% of portfolio›$683.6K
PW Nova Financial Services LLC3,147
0.1% of portfolio›$672.3K
Oak Thistle LLC3,123
0.1% of portfolio›$667.1K
Bangor Savings Bank3,013
0.0% of portfolio›$643.6K
Mitsubishi UFJ Asset Management (UK) Ltd.3,000
0.0% of portfolio›$641
PVG Asset Management Corp2,912
0.4% of portfolio›$622.1K
Atria Investments, Inc2,779
0.0% of portfolio›$593.7K
Hennion & Walsh Asset Management, Inc.2,679
0.0% of portfolio›$572.3K
Ag2r LA Mondiale Gestion D'actifs2,587
0.0% of portfolio›$552.6K
Azzad Asset Management Inc2,569
0.0% of portfolio›$548.8K
AlphaCore Capital LLC2,514
0.0% of portfolio›$537.0K
Lido Advisors, LLC2,488
0.0% of portfolio›$531.5K
Fifth Third Wealth Advisors LLC2,479
0.0% of portfolio›$529.6K
Krilogy Financial LLC2,401
0.0% of portfolio›$496.6K
Simplex Trading, LLC2,385
0.0% of portfolio›$509.5K
ProShare Advisors LLC2,380
0.0% of portfolio›$508.4K
E. Ohman J:or Asset Management AB2,340
0.0% of portfolio›$499.9K
Chung Wu Investment Group, LLC2,305
0.4% of portfolio›$492.4K
Guinness Atkinson Asset Management Inc2,297
0.2% of portfolio›$490.7K
Chicago Partners Investment Group LLC2,205
0.0% of portfolio›$377.2K
Yorktown Management & Research Co Inc2,200
0.3% of portfolio›$470.0K
Avior Wealth Management, LLC2,164
0.0% of portfolio›$462.3K
SeaCrest Wealth Management, LLC2,154
0.1% of portfolio›$460.1K
Stanley-Laman Group, Ltd.2,149
0.1% of portfolio›$459.1K
Praxis Investment Management Inc2,142
0.0% of portfolio›$458
Linden Thomas Advisory Services, LLC2,112
0.0% of portfolio›$451.2K
Crestwood Advisors Group, LLC2,088
0.0% of portfolio›$446.0K
Gilpin Wealth Management, LLC2,040
0.3% of portfolio›$435.8K
Focus Financial Network, Inc.2,020
0.0% of portfolio›$431.5K
StoneX Group Inc.1,991
0.0% of portfolio›$432.1K
Ashton Thomas Private Wealth, LLC1,988
0.0% of portfolio›$424.7K
Guyasuta Investment Advisors Inc1,930
0.0% of portfolio›$412.3K
Gamma Investing LLC1,917
0.0% of portfolio›$409.5K
Cynosure Group, LLC1,911
0.1% of portfolio›$408.2K
North Dakota State Investment Board1,909
0.0% of portfolio›$407.8K
DMC Group, LLC1,892
0.3% of portfolio›$404.2K
Rose Capital Advisors LLC1,890
0.1% of portfolio›$403.7K
Fulcrum Asset Management LLP1,824
0.0% of portfolio›$383.5K
Strs Ohio1,769
0.0% of portfolio›$377.9K
UniSuper Management Pty Ltd1,716
0.0% of portfolio›$366.6K
Tributary Capital Management, LLC1,715
0.0% of portfolio›$366.4K
111 Capital1,714
0.1% of portfolio›$366.1K
Barden Capital Management, Inc.1,688
0.3% of portfolio›$360.6K
Motley Fool Asset Management LLC1,682
0.0% of portfolio›$359.3K
PFG Advisors1,665
0.0% of portfolio›$355.7K
CWC Advisors, Llc.1,484
0.1% of portfolio›$317.0K
Sprinkle Financial Consultants LLC1,468
0.1% of portfolio›$313.6K
Forza Wealth Management, LLC1,445
0.1% of portfolio›$308.7K
Formidable Asset Management, LLC1,398
0.1% of portfolio›$581.7K
Profund Advisors LLC1,368
0.0% of portfolio›$292.2K
NewCorp Financial Services, Inc.1,335
0.2% of portfolio›$285.2K
SYM Financial Corp1,334
0.0% of portfolio›$285.0K
Chicago Trust Co NA1,286
0.0% of portfolio›$274.7K
Mindset Wealth Management, LLC1,277
0.0% of portfolio›$272.8K
Oslo Pensjonsforsikring AS1,237
0.0% of portfolio›$264.2K
Glenview Trust Co1,233
0.0% of portfolio›$263.4K
Oppenheimer Asset Management Inc.1,224
0.0% of portfolio›$261.5K
Inscription Capital, LLC1,221
0.0% of portfolio›$260.8K
Fulton Bank, N.A.1,195
0.0% of portfolio›$255.3K
Moody Aldrich Partners LLC1,192
0.0% of portfolio›$254.6K
Versant Capital Management, Inc1,187
0.0% of portfolio›$253.6K
Trium Capital LLP1,155
0.3% of portfolio›$246.7K
Murphy & Mullick Capital Management Corp1,120
0.1% of portfolio›$239.3K
EverSource Wealth Advisors, LLC1,054
0.0% of portfolio›$225.2K
Argentarii, LLC1,053
0.1% of portfolio›$224.9K
Leonteq Securities AG1,051
0.0% of portfolio›$224.5K
Wedmont Private Capital1,051
0.0% of portfolio›$227.7K
Quantum Financial Advisors, LLC1,041
0.0% of portfolio›$222.4K
Nisa Investment Advisors, LLC1,031
0.0% of portfolio›$220.2K
Capital City Trust Co1,030
0.0% of portfolio›$220.0K
Arista Wealth Management, LLC1,015
0.0% of portfolio›$216.8K
Golden Reserve Retirement LLC1,000
0.0% of portfolio›$213.6K
AGP Franklin, LLC1,000
0.1% of portfolio›$213.6K
Perigon Wealth Management, LLC971
0.0% of portfolio›$207.5K
ROI Financial Advisors, LLC957
0.1% of portfolio›$204.4K
Plato Investment Management Ltd659
0.0% of portfolio›$141.3K
RMG Wealth Management LLC659
0.0% of portfolio›$113.8K
Assetmark, Inc607
0.0% of portfolio›$129.7K
Essential Partners LLC591
0.1% of portfolio›$126.2K
Pension & Wealth Management Advisors, Inc.586
0.0% of portfolio›$125.2K
Acropolis Investment Management, LLC573
0.0% of portfolio›$122.4K
TD Waterhouse Canada Inc.518
0.0% of portfolio›$110.6K
Blue Trust, Inc.514
0.0% of portfolio›$109.8K
North Star Investment Management Corp.500
0.0% of portfolio›$106.8K
Gen-Wealth Partners Inc416
0.0% of portfolio›$88.9K
Center for Financial Planning, Inc.400
0.0% of portfolio›$85.4K
True Wealth Design, LLC375
0.0% of portfolio›$80.1K
Farther Finance Advisors, LLC323
0.0% of portfolio›$69.0K
Smallwood Wealth Investment Management, LLC300
0.0% of portfolio›$64.1K
American Capital Advisory, LLC288
0.0% of portfolio›$61.5K
Parallel Advisors, LLC273
0.0% of portfolio›$58.3K
Latitude Advisors, LLC260
0.0% of portfolio›$55.5K
CoreCap Advisors, LLC251
0.0% of portfolio›$53.6K
Heritage Family Offices, LLP246
0.0% of portfolio›$52.6K
Bayforest Capital Ltd245
0.1% of portfolio›$52.3K
Root Financial Partners, LLC233
0.0% of portfolio›$49.8K
Signaturefd, LLC233
0.0% of portfolio›$49.8K
Harbor Investment Advisory, LLC211
0.0% of portfolio›$45.1K
Ascentis Independent Advisors211
0.0% of portfolio›$45.1K
GHP Investment Advisors, Inc.202
0.0% of portfolio›$43.2K
TrinityBridge Ltd200
0.0% of portfolio›$43
Caldwell Trust Co198
0.0% of portfolio›$42.3K
Armstrong Advisory Group, Inc197
0.0% of portfolio›$42.1K
Provenance Wealth Advisors, LLC176
0.0% of portfolio›$37.6K
Indiana Trust & Investment Management Co175
0.0% of portfolio›$37.4K
Larson Financial Group LLC168
0.0% of portfolio›$35.9K
Parkside Financial Bank & Trust166
0.0% of portfolio›$35.5K
Generali Asset Management SPA SGR160
0.0% of portfolio›$34.2K
Fortitude Family Office, LLC153
0.0% of portfolio›$32.7K
Ameliora Wealth Management Ltd.145
0.0% of portfolio›$31.0K
Elyxium Wealth, LLC139
0.0% of portfolio›$29.7K
High Note Wealth, LLC135
0.0% of portfolio›$28.8K
GK Wealth Management LLC135
0.0% of portfolio›$28.9K
Salomon & Ludwin, LLC120
0.0% of portfolio›$25.6K
SBI Securities Co., Ltd.119
0.0% of portfolio›$25.4K
Wilmington Savings Fund Society, FSB117
0.0% of portfolio›$25.0K
Reyes Financial Architecture, Inc.111
0.0% of portfolio›$23.7K
Elevation Wealth Partners, LLC110
0.0% of portfolio›$23.5K
Owl Creek Wealth Partners LLC105
0.0% of portfolio›$22.4K
MassMutual Private Wealth & Trust, FSB97
0.0% of portfolio›$20.7K
Buck Wealth Strategies, LLC95
0.0% of portfolio›$20.3K
Covestor Ltd94
0.0% of portfolio›$20
V-Square Quantitative Management LLC94
0.0% of portfolio›$20.1K
Westside Investment Management, Inc.80
0.0% of portfolio›$17.3K
Concord Wealth Partners79
0.0% of portfolio›$16.8K
Bell Investment Advisors, Inc77
0.0% of portfolio›$16.4K
Key FInancial Inc75
0.0% of portfolio›$16.0K
CX Institutional70
0.0% of portfolio›$15
Financial Network Wealth Advisors LLC69
0.0% of portfolio›$14.7K
Pinnacle Wealth Planning Services, Inc.69
0.0% of portfolio›$14.7K
Retirement Wealth Solutions LLC65
0.0% of portfolio›$13.9K
Manchester Capital Management LLC62
0.0% of portfolio›$13.2K
JFS Wealth Advisors, LLC58
0.0% of portfolio›$12.4K
Tobam58
0.0% of portfolio›$12
First Horizon Corp54
0.0% of portfolio›$11.5K
Farmers & Merchants Investments Inc53
0.0% of portfolio›$11.3K
Silver Grove Financial Group, Inc.48
0.0% of portfolio›$10.3K
Pinnacle Bancorp, Inc.46
0.0% of portfolio›$9.8K
Cedar Mountain Advisors, LLC41
0.0% of portfolio›$8.8K
Private Trust Co NA40
0.0% of portfolio›$8.5K
Caitong International Asset Management Co., Ltd38
0.0% of portfolio›$8.1K
Eastern Bank38
0.0% of portfolio›$8.1K
Strengthening Families & Communities, LLC36
0.0% of portfolio›$7.7K
Trust Co of Toledo NA32
0.0% of portfolio›$6.8K
Private Wealth Management Group, LLC32
0.0% of portfolio›$6.8K
Markowski Investments31
0.0% of portfolio›$6.6K
United Financial Planning Group LLC31
0.0% of portfolio›$6.6K
Compass Financial Management LLC30
0.0% of portfolio›$6.4K
Nvest Wealth Strategies, Inc.25
0.0% of portfolio›$5.3K
Byrne Asset Management LLC25
0.0% of portfolio›$5.3K
SJS Investment Consulting Inc.24
0.0% of portfolio›$5.1K
Ares Financial Consulting, LLC21
0.0% of portfolio›$4.5K
Rakuten Securities, Inc.21
0.0% of portfolio›$4.5K
Bare Financial Services, Inc19
0.0% of portfolio›$4.1K
Creative Capital Management Investments LLC18
0.0% of portfolio›$3.8K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$3.4K
DiNuzzo Private Wealth, Inc.16
0.0% of portfolio›$3.4K
Rossby Financial, LCC15
0.0% of portfolio›$3.2K
Mather Group, Llc.15
0.0% of portfolio›$3.2K
Highline Wealth Partners LLC13
0.0% of portfolio›$2.8K
Financial Management Professionals, Inc.13
0.0% of portfolio›$2.8K
Toth Financial Advisory Corp12
0.0% of portfolio›$2.6K
Hughes Financial Services, LLC12
0.0% of portfolio›$2.1K
James T. Borello RIA11
0.0% of portfolio›$2.4K
Creative Financial Designs Inc10
0.0% of portfolio›$2.1K
Lanark Financial, Inc.7
0.0% of portfolio›$1.5K
MJT & Associates Financial Advisory Group, Inc.7
0.0% of portfolio›$1.5K
Blue Bell Private Wealth Management, LLC7
0.0% of portfolio›$1.5K
Asset Dedication, LLC7
0.0% of portfolio›$1.5K
Signature Equity Partners, LLC6
0.0% of portfolio›$1.3K
WPG Advisers, LLC6
0.0% of portfolio›$1.3K
Cromwell Holdings LLC6
0.0% of portfolio›$1.3K
Spire Wealth Management6
0.0% of portfolio›$1.3K
Sawyer & Company, Inc5
0.0% of portfolio›$1.1K
TD Private Client Wealth LLC5
0.0% of portfolio›$1.1K
Planning Strategies Inc.5
0.0% of portfolio›$1.1K
Burk Holdings LLC5
0.0% of portfolio›$1.1K
Montag A & Associates Inc4
0.0% of portfolio›$951
Ascentis Wealth Management, LLC3
0.0% of portfolio›$640
DecisionPoint Financial, LLC2
0.0% of portfolio›$428
Physician Wealth Advisors, Inc.2
0.0% of portfolio›$428
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
Trust Co of Vermont2
0.0% of portfolio›$427
Cullen T Bankers, Inc.2
0.0% of portfolio›$427
3 Factor Indexing, LLC2
0.0% of portfolio›$428
Align Financial, LLC2
0.0% of portfolio›$427
Davis Capital Management2
0.0% of portfolio›$427
Nvwm, LLC1
0.0% of portfolio›$214
Maryland Capital Advisors Inc.1
0.0% of portfolio›$214
Grove Bank & Trust1
0.0% of portfolio›$214
TFC Financial Management, Inc.1
0.0% of portfolio›$214
Balance Wealth Partners LLC1
0.0% of portfolio›$128
Financial Consulate, Inc1
0.0% of portfolio›$214
Meriwether Wealth & Planning, LLC1
0.0% of portfolio›$214
Downshift Financial, LLC1
0.0% of portfolio›$214
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
664,574$142.0M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
644,841$137.7M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
239,035$51.1M0.0%CoreMediumNew York, NY2026-11-04
Country Trust Bank
233,274$49.8M0.9%GrowthLowBloomington, IL2026-10-30
Hennessy Advisors Inc
198,800$42.5M1.6%Deep ValueMediumNovato, CA2026-10-28
Legacy Advisors, LLC
147,372$31.5M3.0%ETFLowPlymouth Meeting, PA2026-10-19
Principal Financial Group Inc
142,893$30.5M0.0%CoreLowDes Moines, IA2026-11-02
Davenport & Co LLC
135,076$28.6M0.1%CoreMediumRichmond, VA2026-10-14
Kirr Marbach & Co LLC
131,521$28.1M5.3%GARPLowColumbus, IN2026-10-20
Hillman Co
130,909$28.0M10.7%GARPMediumPittsburgh, PA2026-10-28
Sumitomo Mitsui Trust Group, Inc.
122,510$26.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Assenagon Asset Management S.A.
101,274$21.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Community Trust & Investment Co
93,066$19.9M1.0%CoreLowLexington, KY2026-10-15
Y-Intercept (Hong Kong) Ltd
85,962$18.4M0.4%ValueVery HighHong Kong, South Korea2026-10-16
KBC Group NV
82,996$17.7K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
80,107$17.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Cushing Asset Management, LP dba NXG Investment Management
78,600$16.8M0.8%YieldMediumDallas, TX2026-10-26
Swedbank AB
64,641$13.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Retirement Systems of Alabama
64,599$13.8M0.0%IndexLowMontgomery, AL2026-11-04
Mirae Asset Global Investments Co., Ltd.
58,394$12.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
M&G Plc
57,730$12.4M0.1%CoreMediumLondon, United Kingdom2026-11-04
DekaBank Deutsche Girozentrale
53,264$11.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Raiffeisen Bank International AG
50,951$10.7M0.1%GrowthMediumVienna, Chile2026-10-28
Asset Management One Co., Ltd.
49,064$10.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Guinness Asset Management LTD
40,919$8.7M0.1%CoreLowLondon, United Kingdom2026-11-05
Prevail Innovative Wealth Advisors, LLC
38,212$8.5M1.1%CoreVery HighLeawood, KS2026-10-20
J. Safra Sarasin Holding AG
37,914$8.1M0.1%CoreMediumBasel, Switzerland2026-10-26
Wedge Capital Management L L P
37,911$8.1M0.1%ValueMediumCharlotte, NC2026-10-13
Wealth Enhancement Advisory Services, LLC
37,764$5.3M0.0%CoreLowPlymouth, MN2026-10-13
Allspring Global Investments Holdings, LLC
36,843$7.9M0.0%CoreMediumCharlotte, NC2026-11-04
Moran Wealth Management, LLC
35,299$7.5M0.2%CoreMediumNaples, FL2026-10-22
Cambridge Investment Research Advisors, Inc.
34,840$7.4K0.0%ETFLowFairfield, IA2026-11-02
Sterling Capital Management LLC
32,624$7.0M0.1%GARPMediumCharlotte, NC2026-10-22
Candriam S.C.A.
32,378$6.9M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Union Bancaire Privee, UBP SA
32,203$5.9M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
31,873$6.8K0.0%CoreMediumKobenhavn, Greece2026-10-22
Pictet Asset Management Holding SA
30,854$6.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wesbanco Bank Inc
30,537$6.5M0.2%CoreLowWheeling, WV2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
29,840$6.4M0.0%GrowthLowStockholm, Sweden2026-10-15
Amalgamated Bank
29,825$6.4K0.0%CoreVery LowNew York, NY2026-10-23
AGF Management LTD
28,043$6.0M0.0%GrowthHighToronto, Australia2026-11-03
Gateway Investment Advisers LLC
26,887$5.7M0.1%GrowthLowCincinnati, OH2026-10-13
Dymon Asia Capital (Singapore) Pte. Ltd.
26,360$5.6M0.3%GARPVery HighSingapore, Turkey2026-11-04
New York State Teachers Retirement System
26,257$5.6K0.0%CoreVery LowAlbany, NY2026-10-22
Fifth Third Bancorp
26,173$5.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Daiwa Securities Group Inc.
26,000$5.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Kingswood Wealth Advisors, LLC
25,703$5.5M0.2%GrowthLowSan Diego, CA2026-10-23
Imc-Chicago, LLC
24,336$5.2M0.0%GARPVery HighChicago, IL2026-11-05
Mutual of America Capital Management LLC
22,853$4.9M0.0%IndexLowNew York, NY2026-10-23
Sycomore Asset Management
22,437$8.8K1.0%Agg GrowthLowParis, India2026-10-26
State of New Jersey Common Pension Fund D
19,935$4.3M0.0%CoreLowTrenton, NJ2026-11-05
Gables Capital Management Inc.
19,554$4.2M1.6%GrowthVery LowMiami, FL2026-11-04
Commonwealth Equity Services, LLC
19,267$4.1M0.0%ETFLowWaltham, MA2026-11-02
Louisiana State Employees Retirement System
18,600$4.0M0.1%IndexLowBaton Rouge, LA2026-10-20
Sheets Smith Wealth Management
17,968$3.8M0.4%CoreLowWinston-Salem, NC2026-10-16
Mn Services Vermogensbeheer B.V.
17,800$3.8K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Yousif Capital Management, LLC
16,782$3.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
16,725$3.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Bouvel Investment Partners, LLC
16,655$3.6M0.8%Agg GrowthMediumPhoenixville, PA2026-10-13
Xponance LLC
16,483$3.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Park Avenue Securities LLC
16,303$3.5K0.0%ETFMediumNew York, NY2026-10-26
Bruni J V & Co
16,072$3.4M0.3%Deep ValueLowColorado Springs, CO2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,950$3.2M0.0%CoreLowHarrisburg, PA2026-11-03
OP Asset Management Ltd
14,748$3.2M0.0%GrowthMediumHelsinki, Hungary2026-11-05
State of Michigan Retirement System
14,739$3.1M0.0%IndexLowEast Lansing, MI2026-10-27
SEB Asset Management AB
14,410$3.1M0.0%CoreN/AStockholm, Sweden2026-11-04
Kornitzer Capital Management Inc
14,111$3.0M0.1%CoreLowShawnee Mission, KS2026-11-03
IFM Investors Pty Ltd
13,836$3.0M0.0%IndexVery LowMelbourne, China2026-10-14
Oliver Luxxe Assets LLC
13,808$2.9M0.5%ValueMediumGladstone, NJ2026-10-14
Thrivent Financial for Lutherans
13,725$2.9K0.0%GARPMediumMinneapolis, MN2026-11-05
NorthCrest Asset Manangement, LLC
13,338$2.9M0.1%GrowthLowPlymouth, MN2026-10-13
B. Metzler seel. Sohn & Co. AG
13,243$2.8M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Oregon Public Employees Retirement Fund
12,997$2.8M0.0%IndexVery LowTigard, OR2026-10-30
Vontobel Holding Ltd.
12,289$2.6M0.0%CoreMediumZurich, Switzerland2026-10-16
US Bancorp \de\
11,813$2.5M0.0%IndexLowMinneapolis, MN2026-11-05
Creative Planning
11,408$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Huntleigh Advisors, Inc.
11,078$2.4M0.3%GrowthMediumSt. Louis, MO2026-11-03
Farrow Financial, Inc.
10,525$2.2M1.2%ETFLowSouth Burlington, VT2026-10-30
MacKenzie Financial Corp
10,165$2.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
ASR Vermogensbeheer N.V.
9,405$2.0M0.0%CoreLowUtrecht, Philippines2026-10-16
Chicago Capital, LLC
8,916$1.9M0.0%GrowthLowChicago, IL2026-10-13
Hedeker Wealth, LLC
8,846$1.9M0.3%GrowthLowLincolnshire, IL2026-10-23
IFP Advisors, Inc
8,837$1.9M0.0%GrowthLowTampa, FL2026-10-16
Pinnacle Associates LTD
8,686$1.9M0.0%CoreLowNew York, NY2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
8,627$1.8M0.0%IndexLowCopenhagen O, Greece2026-10-19
Alps Advisors Inc
8,062$1.7M0.0%YieldLowDenver, CO2026-11-03
Highland Capital Management, LLC
7,744$1.7M0.1%GrowthMediumMemphis, TN2026-10-26
ABN Amro Investment Solutions
7,647$1.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
MH & Associates Securities Management Corp
7,601$1.6M1.4%YieldLowCarlsbad, CA2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.
7,000$1.5M0.1%GrowthLowLjubljana, Andorra2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
6,995$1.5M0.0%IndexVery LowTokyo, Mexico2026-10-20
GS Investments, Inc.
6,902$1.5M1.1%CoreVery LowEagan, MN2026-11-05
Swiss Life Asset Management Ltd
6,468$1.4M0.0%CoreLowZurich, Switzerland2026-11-03
Concurrent Investment Advisors, LLC
6,262$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
6,163$1.3M0.0%GrowthLowAustin, TX2026-10-30
Venture Visionary Partners LLC
5,937$1.3M0.0%CoreLowSylvania, OH2026-10-07
State of Alaska, Department of Revenue
5,933$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
KRS Capital Management, LLC
5,918$1.3M0.6%Agg GrowthVery LowBloomfield, MI2026-10-16
Ethic Inc.
5,831$1.2M0.0%CoreLowNew York, NY2026-11-03
Illinois Municipal Retirement Fund
5,673$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Truist Financial Corp
5,601$1.2M0.0%CoreLowCharlotte, NC2026-10-30
D.A. Davidson & Co.
5,501$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Bfsg, LLC
5,393$1.2M0.1%CoreLowIrvine, CA2026-10-30
Quadrant Capital Group LLC
5,318$1.1M0.0%CoreLowCincinnati, OH2026-10-20
Exchange Traded Concepts, LLC
4,942$1.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Kestra Advisory Services, LLC
4,869$1.0M0.0%CoreLowAustin, TX2026-11-02
HB Wealth Management, LLC
4,828$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Brighton Jones LLC
4,783$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
Inspire Investing, LLC
4,703$1.0M0.0%GARPHighMeridian, ID2026-10-22
Crossmark Global Holdings, Inc.
4,681$1,000.0K0.0%GARPMediumHouston, TX2026-10-21
Gulf International Bank (UK) Ltd
4,666$9960.0%CoreVery LowLondon, United Kingdom2026-10-20
Claro Advisors Inc.
4,451$950.9K0.1%CoreLowBoston, MA2026-11-02
Daymark Wealth Partners, LLC
4,410$942.1K0.0%CoreLowCincinnati, OH2026-11-04
Blue Line Capital, LLC / IL
4,323$923.5K0.7%GrowthHighChicago, IL2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
4,058$866.4K0.0%GrowthMediumZurich, Switzerland2026-10-29
Salem Investment Counselors Inc
3,998$854.1K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Fideuram Asset Management (Ireland) dac
3,710$1.2M0.0%CoreHighDublin 1, Lithuania2026-10-29
Penn Capital Management Company, LLC
3,571$771.9K0.1%ValueHighPhiladelphia, PA2026-11-04
Evergreen Capital Management LLC
3,564$761.3K0.0%GARPMediumBellevue, WA2026-10-23
CIBC Asset Management Inc
3,484$744.3K0.0%GARPLowToronto, South Africa2026-11-05
Veracity Capital LLC
3,200$683.6K0.2%GrowthLowAtlanta, GA2026-10-08
PW Nova Financial Services LLC
3,147$672.3K0.1%ETFLowNewtown, PA2026-10-15
Oak Thistle LLC
3,123$667.1K0.1%ValueVery HighNew York, NY2026-10-21
Bangor Savings Bank
3,013$643.6K0.0%ETFLowBangor, ME2026-10-06
Mitsubishi UFJ Asset Management (UK) Ltd.
3,000$6410.0%CoreHighLondon, United Kingdom2026-10-22
PVG Asset Management Corp
2,912$622.1K0.4%GrowthMediumGolden, CO2026-10-19
Atria Investments, Inc
2,779$593.7K0.0%CoreMediumCharlotte, NC2026-10-15
Hennion & Walsh Asset Management, Inc.
2,679$572.3K0.0%ValueMediumParsippany, NJ2026-10-13
Ag2r LA Mondiale Gestion D'actifs
2,587$552.6K0.0%GrowthLowParis, India2026-10-26
Azzad Asset Management Inc
2,569$548.8K0.0%GrowthMediumFalls Church, VA2026-11-04
AlphaCore Capital LLC
2,514$537.0K0.0%ETFLowLa Jolla, CA2026-11-04
Lido Advisors, LLC
2,488$531.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Fifth Third Wealth Advisors LLC
2,479$529.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Krilogy Financial LLC
2,401$496.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Simplex Trading, LLC
2,385$509.5K0.0%CoreVery HighChicago, IL2026-11-04
ProShare Advisors LLC
2,380$508.4K0.0%GrowthLowBethesda, MD2026-10-29
E. Ohman J:or Asset Management AB
2,340$499.9K0.0%GrowthMediumStockholm, Sweden2026-10-22
Chung Wu Investment Group, LLC
2,305$492.4K0.4%GrowthMediumSugar Land, TX2026-11-03
Guinness Atkinson Asset Management Inc
2,297$490.7K0.2%GrowthMediumPasadena, CA2026-11-05
Chicago Partners Investment Group LLC
2,205$377.2K0.0%GARPLowChicago, IL2026-10-27
Yorktown Management & Research Co Inc
2,200$470.0K0.3%MomentumMediumForest, VA2026-10-28
Avior Wealth Management, LLC
2,164$462.3K0.0%ETFMediumOmaha, NE2026-10-13
SeaCrest Wealth Management, LLC
2,154$460.1K0.1%GrowthLowPurchase, NY2026-10-21
Stanley-Laman Group, Ltd.
2,149$459.1K0.1%GrowthMediumBerwyn, PA2026-10-20
Praxis Investment Management Inc
2,142$4580.0%CoreLowGoshen, IN2026-11-03
Linden Thomas Advisory Services, LLC
2,112$451.2K0.0%CoreLowCharlotte, NC2026-10-19
Crestwood Advisors Group, LLC
2,088$446.0K0.0%GrowthLowBoston, MA2026-10-27
Gilpin Wealth Management, LLC
2,040$435.8K0.3%GrowthLowDenver, CO2026-10-09
Focus Financial Network, Inc.
2,020$431.5K0.0%ETFLowMinneapolis, MN2026-10-14
StoneX Group Inc.
1,991$432.1K0.0%ETFMediumNew York, NY2026-11-03
Ashton Thomas Private Wealth, LLC
1,988$424.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Guyasuta Investment Advisors Inc
1,930$412.3K0.0%CoreVery LowPittsburgh, PA2026-10-15
Gamma Investing LLC
1,917$409.5K0.0%IndexVery LowFoster City, CA2026-10-08
Cynosure Group, LLC
1,911$408.2K0.1%ETFMediumSalt Lake City, UT2026-11-03
North Dakota State Investment Board
1,909$407.8K0.0%GrowthMediumBismarck, ND2026-10-27
DMC Group, LLC
1,892$404.2K0.3%CoreMediumBirmingham, AL2026-10-26
Rose Capital Advisors LLC
1,890$403.7K0.1%ETFN/AMiami Beach, FL2026-11-04
Fulcrum Asset Management LLP
1,824$383.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Strs Ohio
1,769$377.9K0.0%CoreMediumColumbus, OH2026-10-30
UniSuper Management Pty Ltd
1,716$366.6K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Tributary Capital Management, LLC
1,715$366.4K0.0%ValueMediumOmaha, NE2026-10-28
111 Capital
1,714$366.1K0.1%CoreVery HighParis, India2026-11-03
Barden Capital Management, Inc.
1,688$360.6K0.3%GrowthLowAustin, TX2026-10-09
Motley Fool Asset Management LLC
1,682$359.3K0.0%GrowthMediumAlexandria, VA2026-10-27
PFG Advisors
1,665$355.7K0.0%ETFMediumPhoenix, AZ2026-10-16
CWC Advisors, Llc.
1,484$317.0K0.1%GARPLowLake Oswego, OR2026-10-15
Sprinkle Financial Consultants LLC
1,468$313.6K0.1%ETFLowLittleton, CO2026-10-09
Forza Wealth Management, LLC
1,445$308.7K0.1%CoreVery LowSarasota, FL2026-10-20
Formidable Asset Management, LLC
1,398$581.7K0.1%CoreLowCincinnati, OH2026-11-03
Profund Advisors LLC
1,368$292.2K0.0%GrowthLowBethesda, MD2026-10-29
NewCorp Financial Services, Inc.
1,335$285.2K0.2%ETFLowAlpharetta, GA2026-10-14
SYM Financial Corp
1,334$285.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Chicago Trust Co NA
1,286$274.7K0.0%CoreLowGrayslake, IL2026-10-28
Mindset Wealth Management, LLC
1,277$272.8K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Oslo Pensjonsforsikring AS
1,237$264.2K0.0%ValueLowOslo, Norway2026-10-15
Glenview Trust Co
1,233$263.4K0.0%GrowthVery LowLouisville, KY2026-10-28
Oppenheimer Asset Management Inc.
1,224$261.5K0.0%CoreMediumNew York, NY2026-10-27
Inscription Capital, LLC
1,221$260.8K0.0%GARPMediumHouston, TX2026-11-02
Fulton Bank, N.A.
1,195$255.3K0.0%CoreLowLancaster, PA2026-10-14
Moody Aldrich Partners LLC
1,192$254.6K0.0%ValueHighMarblehead, MA2026-10-27
Versant Capital Management, Inc
1,187$253.6K0.0%GARPLowPhoenix, AZ2026-10-02
Trium Capital LLP
1,155$246.7K0.3%YieldVery HighLondon, United Kingdom2026-10-16
Murphy & Mullick Capital Management Corp
1,120$239.3K0.1%GrowthLowSmithtown, NY2026-11-02
EverSource Wealth Advisors, LLC
1,054$225.2K0.0%CoreMediumBirmingham, AL2026-11-04
Argentarii, LLC
1,053$224.9K0.1%GrowthLowCincinnati, OH2026-10-28
Leonteq Securities AG
1,051$224.5K0.0%CoreHighZurich, Switzerland2026-10-29
Wedmont Private Capital
1,051$227.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Quantum Financial Advisors, LLC
1,041$222.4K0.0%ETFLowSanta Monica, CA2026-11-03
Nisa Investment Advisors, LLC
1,031$220.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Capital City Trust Co
1,030$220.0K0.0%CoreVery LowTallahassee, FL2026-10-22
Arista Wealth Management, LLC
1,015$216.8K0.0%ETFMediumLas Vegas, NV2026-10-29
Golden Reserve Retirement LLC
1,000$213.6K0.0%ETFVery LowDublin, OH2026-11-02
AGP Franklin, LLC
1,000$213.6K0.1%GrowthMediumFranklin, TN2026-11-04
Perigon Wealth Management, LLC
971$207.5K0.0%GrowthLowSan Francisco, CA2026-10-22
ROI Financial Advisors, LLC
957$204.4K0.1%GrowthVery LowBeaverton, OR2026-10-19
Plato Investment Management Ltd
659$141.3K0.0%CoreLowSydney, China2026-11-05
RMG Wealth Management LLC
659$113.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Assetmark, Inc
607$129.7K0.0%ETFLowConcord, CA2026-10-21
Essential Partners LLC
591$126.2K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
586$125.2K0.0%ETFLowWaltham, MA2026-10-16
Acropolis Investment Management, LLC
573$122.4K0.0%ETFLowSt. Louis, MO2026-10-08
TD Waterhouse Canada Inc.
518$110.6K0.0%CoreLowToronto, Australia2026-10-16
Blue Trust, Inc.
514$109.8K0.0%ETFLowBrentwood, TN2026-10-15
North Star Investment Management Corp.
500$106.8K0.0%CoreLowChicago, IL2026-10-27
Gen-Wealth Partners Inc
416$88.9K0.0%CoreLowZeeland, MI2026-11-04
Center for Financial Planning, Inc.
400$85.4K0.0%ETFLowSouthfied, MI2026-10-26
True Wealth Design, LLC
375$80.1K0.0%ETFMediumAkron, OH2026-10-13
Farther Finance Advisors, LLC
323$69.0K0.0%IndexLowSan Francisco, CA2026-10-08
Smallwood Wealth Investment Management, LLC
300$64.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
American Capital Advisory, LLC
288$61.5K0.0%ETFLowKetchum, ID2026-10-28
Parallel Advisors, LLC
273$58.3K0.0%IndexLowSan Francisco, CA2026-11-03
Latitude Advisors, LLC
260$55.5K0.0%ETFLowYorkville, IL2026-10-27
CoreCap Advisors, LLC
251$53.6K0.0%ETFMediumSouthfield, MI2026-10-08
Heritage Family Offices, LLP
246$52.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Bayforest Capital Ltd
245$52.3K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Root Financial Partners, LLC
233$49.8K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
233$49.8K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Investment Advisory, LLC
211$45.1K0.0%GrowthLowLutherville, MD2026-10-13
Ascentis Independent Advisors
211$45.1K0.0%ETFLowDallas, TX2026-11-03
GHP Investment Advisors, Inc.
202$43.2K0.0%CoreVery LowDenver, CO2026-10-15
TrinityBridge Ltd
200$430.0%MomentumMediumLondon, United Kingdom2026-10-30
Caldwell Trust Co
198$42.3K0.0%GrowthLowVenice, FL2026-10-30
Armstrong Advisory Group, Inc
197$42.1K0.0%ETFHighNeedham, MA2026-10-09
Provenance Wealth Advisors, LLC
176$37.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Indiana Trust & Investment Management Co
175$37.4K0.0%GrowthLowMishawaka, IN2026-10-22
Larson Financial Group LLC
168$35.9K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
166$35.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Generali Asset Management SPA SGR
160$34.2K0.0%CoreLowTrieste, Latvia2026-10-26
Fortitude Family Office, LLC
153$32.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Ameliora Wealth Management Ltd.
145$31.0K0.0%ETFLowZurich, Switzerland2026-10-23
Elyxium Wealth, LLC
139$29.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
High Note Wealth, LLC
135$28.8K0.0%ETFVery LowDeephaven, MN2026-10-27
GK Wealth Management LLC
135$28.9K0.0%GARPVery HighReno, NV2026-10-09
Salomon & Ludwin, LLC
120$25.6K0.0%ETFVery LowRichmond, VA2026-10-29
SBI Securities Co., Ltd.
119$25.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Wilmington Savings Fund Society, FSB
117$25.0K0.0%CoreLowWilmington, DE2026-10-23
Reyes Financial Architecture, Inc.
111$23.7K0.0%ETFVery HighSan Diego, CA2026-10-22
Elevation Wealth Partners, LLC
110$23.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Owl Creek Wealth Partners LLC
105$22.4K0.0%IndexLowGreenwood Village, CO2026-10-20
MassMutual Private Wealth & Trust, FSB
97$20.7K0.0%CoreLowSpringfield, MA2026-10-05
Buck Wealth Strategies, LLC
95$20.3K0.0%ValueMediumDenver, CO2026-10-28
Covestor Ltd
94$200.0%ValueHighLondon, United Kingdom2026-10-30
V-Square Quantitative Management LLC
94$20.1K0.0%CoreLowChicago, IL2026-10-15
Westside Investment Management, Inc.
80$17.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Concord Wealth Partners
79$16.8K0.0%GrowthLowAbingdon, VA2026-11-02
Bell Investment Advisors, Inc
77$16.4K0.0%ETFVery LowOrinda, CA2026-10-29
Key FInancial Inc
75$16.0K0.0%ETFLowWest Chester, PA2026-11-02
CX Institutional
70$150.0%CoreMediumAuburn, IN2026-10-02
Financial Network Wealth Advisors LLC
69$14.7K0.0%ETFLowMurray, UT2026-10-28
Pinnacle Wealth Planning Services, Inc.
69$14.7K0.0%GARPLowMansfield, OH2026-10-27
Retirement Wealth Solutions LLC
65$13.9K0.0%ETFLowMarshfield, WI2026-10-07
Manchester Capital Management LLC
62$13.2K0.0%CoreLowManchester, VT2026-10-22
JFS Wealth Advisors, LLC
58$12.4K0.0%ETFVery LowHermitage, PA2026-11-03
Tobam
58$120.0%ValueHighParis, India2026-11-03
First Horizon Corp
54$11.5K0.0%CoreLowMemphis, TN2026-10-26
Farmers & Merchants Investments Inc
53$11.3K0.0%CoreVery LowLincoln, NE2026-10-22
Silver Grove Financial Group, Inc.
48$10.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Bancorp, Inc.
46$9.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Cedar Mountain Advisors, LLC
41$8.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
Private Trust Co NA
40$8.5K0.0%CoreLowCleveland, OH2026-10-20
Caitong International Asset Management Co., Ltd
38$8.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Eastern Bank
38$8.1K0.0%GrowthMediumBoston, MA2026-10-05
Strengthening Families & Communities, LLC
36$7.7K0.0%CoreMediumBoston, MA2026-10-21
Trust Co of Toledo NA
32$6.8K0.0%GrowthVery LowHolland, OH2026-10-16
Private Wealth Management Group, LLC
32$6.8K0.0%ETFLowPrinceton, NJ2026-10-19
Markowski Investments
31$6.6K0.0%ETFN/ATampa, FL2026-10-30
United Financial Planning Group LLC
31$6.6K0.0%ETFHighHauppauge, NY2026-11-04
Compass Financial Management LLC
30$6.4K0.0%CoreN/ATampa, FL2026-10-30
Nvest Wealth Strategies, Inc.
25$5.3K0.0%ETFVery LowPowell, OH2026-10-14
Byrne Asset Management LLC
25$5.3K0.0%CoreLowKingston, NJ2026-10-06
SJS Investment Consulting Inc.
24$5.1K0.0%ETFVery LowSylvania, OH2026-10-26
Ares Financial Consulting, LLC
21$4.5K0.0%CoreLowCalabasas, CA2026-10-19
Rakuten Securities, Inc.
21$4.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Bare Financial Services, Inc
19$4.1K0.0%ETFVery LowGap, PA2026-11-04
Creative Capital Management Investments LLC
18$3.8K0.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
16$3.4K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
16$3.4K0.0%ETFLowBeaver, PA2026-10-16
Rossby Financial, LCC
15$3.2K0.0%ETFMediumMelbourne, FL2026-11-05
Mather Group, Llc.
15$3.2K0.0%ETFMediumChicago, IL2026-10-14
Highline Wealth Partners LLC
13$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Financial Management Professionals, Inc.
13$2.8K0.0%ETFMediumAustin, TX2026-10-23
Toth Financial Advisory Corp
12$2.6K0.0%CoreLowLeesburg, VA2026-10-08
Hughes Financial Services, LLC
12$2.1K0.0%ETFLowHerndon, VA2026-10-30
James T. Borello RIA
11$2.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Creative Financial Designs Inc
10$2.1K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
7$1.5K0.0%CoreMediumBirmingham, AL2026-10-26
MJT & Associates Financial Advisory Group, Inc.
7$1.5K0.0%ETFLowMontevideo, MN2026-10-07
Blue Bell Private Wealth Management, LLC
7$1.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Asset Dedication, LLC
7$1.5K0.0%ETFLowSan Francisco, CA2026-11-03
Signature Equity Partners, LLC
6$1.3K0.0%GrowthMediumColumbus, OH2026-10-29
WPG Advisers, LLC
6$1.3K0.0%CoreLowBaltimore, MD2026-10-27
Cromwell Holdings LLC
6$1.3K0.0%IndexLowJackson, WY2026-10-28
Spire Wealth Management
6$1.3K0.0%GrowthMediumMclean, VA2026-10-30
Sawyer & Company, Inc
5$1.1K0.0%GrowthLowBoston, MA2026-10-21
TD Private Client Wealth LLC
5$1.1K0.0%ETFLowNew York, NY2026-10-28
Planning Strategies Inc.
5$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Burk Holdings LLC
5$1.1K0.0%ETFVery LowTulsa, OK2026-11-05
Montag A & Associates Inc
4$9510.0%CoreLowAtlanta, GA2026-10-29
Ascentis Wealth Management, LLC
3$6400.0%Agg GrowthLowDallas, TX2026-11-03
DecisionPoint Financial, LLC
2$4280.0%ETFVery LowMesa, AZ2026-10-27
Physician Wealth Advisors, Inc.
2$4280.0%ETFMediumMidvale, UT2026-10-20
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
Trust Co of Vermont
2$4270.0%CoreVery LowBrattleboro, VT2026-10-21
Cullen T Bankers, Inc.
2$4270.0%GrowthLowSan Antonio, TX2026-10-28
3 Factor Indexing, LLC
2$4280.0%ETFLowSacramento, CA2026-10-15
Align Financial, LLC
2$4270.0%ETFVery LowHermantown, MN2026-10-16
Davis Capital Management
2$4270.0%CoreLowJacksonville, FL2026-10-08
Nvwm, LLC
1$2140.0%GrowthMediumYardley, PA2026-10-14
Maryland Capital Advisors Inc.
1$2140.0%ETFVery LowChester, MD2026-10-15
Grove Bank & Trust
1$2140.0%ETFLowMiami, FL2026-10-08
TFC Financial Management, Inc.
1$2140.0%ETFVery LowBoston, MA2026-10-26
Balance Wealth Partners LLC
1$1280.0%ETFMediumWorthington, OH2026-10-27
Financial Consulate, Inc
1$2140.0%ETFLowHunt Valley, MD2026-10-23
Meriwether Wealth & Planning, LLC
1$2140.0%ETFMediumMinden, LA2026-10-13
Downshift Financial, LLC
1$2140.0%ETFLowBoulder, CO2026-10-13