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Masterbrand Inc (MBC)

CUSIP: 57638P104 | NYSE | Consumer Cyclical · Furnishings, Fixtures & Appliances | Small Cap | 866 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
13G/AFMR LLC13,029,6736.4%+2,658,848Sep 30, 202610,370,825 sh (Jun 30, 2026)
13G/AColiseum Capital Management, LLC
with Coliseum Capital Partners, L.P., Coliseum Capital, LLC
13,200,1176.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AGates Capital Management GP, LLC13,186,7546.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABoston Partners00.0%No shares heldJun 30, 20266,727,552 sh (Mar 31, 2026)
13G/AFMR LLC13,029,673
6.4% of class · Sep 30, 2026+2,658,848
10,370,825 sh (Jun 30, 2026)
13G/AColiseum Capital Management, LLC13,200,117
6.5% of class · Jun 30, 2026New 5%+ stake
with Coliseum Capital Partners, L.P., Coliseum Capital, LLC
No 13F filer matched
13G/AGates Capital Management GP, LLC13,186,754
6.5% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ABoston Partners0
0.0% of class · Jun 30, 2026No shares held
6,727,552 sh (Mar 31, 2026)

Institutional Holders — Q3 2026

Pzena Investment Management LLC17,027,986
0.3% of portfolio›$119.2M
Dimensional Fund Advisors LP9,433,405
0.0% of portfolio›$66.0M
Geode Capital Management, LLC4,767,975
0.0% of portfolio›$33.4M
Cooke & Bieler LP1,898,489
0.2% of portfolio›$13.3M
Bank of New York Mellon Corp1,240,967
0.0% of portfolio›$8.7M
Principal Financial Group Inc972,583
0.0% of portfolio›$6.8M
Marathon Asset Management Ltd947,041
0.3% of portfolio›$6.6M
Pictet Asset Management Holding SA741,591
0.0% of portfolio›$5.2M
Grace & White Inc691,288
0.8% of portfolio›$4.8M
Citigroup Inc530,767
0.0% of portfolio›$3.7M
North Growth Management Ltd.440,000
0.0% of portfolio›$3.1K
Russell Investments Group, Ltd.351,777
0.0% of portfolio›$2.5M
D.A. Davidson & Co.320,069
0.0% of portfolio›$2.2M
Deutsche Bank Ag\299,632
0.0% of portfolio›$2.1M
Creative Planning221,463
0.0% of portfolio›$1.6M
Barclays PLC197,518
0.0% of portfolio›$1.4M
Thrivent Financial for Lutherans129,425
0.0% of portfolio›$906
State of New Jersey Common Pension Fund D128,325
0.0% of portfolio›$898.3K
Illinois Municipal Retirement Fund111,458
0.0% of portfolio›$780.2K
Harbor Capital Advisors, Inc.108,406
0.0% of portfolio›$759
Wolverine Asset Management LLC93,936
0.0% of portfolio›$657.6K
Louisiana State Employees Retirement System86,701
0.0% of portfolio›$606.9K
US Bancorp \de\80,955
0.0% of portfolio›$566.7K
Arizona State Retirement System54,874
0.0% of portfolio›$384.1K
Amalgamated Bank52,747
0.0% of portfolio›$369
Yousif Capital Management, LLC52,254
0.0% of portfolio›$365.8K
Fifth Third Bancorp47,946
0.0% of portfolio›$335.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS47,941
0.0% of portfolio›$335.6K
Maryland State Retirement & Pension System45,752
0.0% of portfolio›$320.3K
Oregon Public Employees Retirement Fund45,666
0.0% of portfolio›$319.7K
State of Alaska, Department of Revenue44,450
0.0% of portfolio›$310
PNC Financial Services Group, Inc.38,982
0.0% of portfolio›$272.9K
LPL Financial LLC37,022
0.0% of portfolio›$259.2K
Amundi34,640
0.0% of portfolio›$242.5K
Nisa Investment Advisors, LLC33,544
0.0% of portfolio›$234.8K
Commonwealth Equity Services, LLC32,481
0.0% of portfolio›$227.4K
ProShare Advisors LLC27,885
0.0% of portfolio›$195.2K
Insight 2811, Inc.25,982
0.1% of portfolio›$181.9K
Mutual of America Capital Management LLC23,220
0.0% of portfolio›$162.5K
Xponance LLC20,684
0.0% of portfolio›$144.8K
Wealth Enhancement Advisory Services, LLC19,768
0.0% of portfolio›$137.0K
First Citizens Bank & Trust Co18,721
0.0% of portfolio›$131.0K
Oppenheimer Asset Management Inc.17,625
0.0% of portfolio›$123.4K
Swiss Life Asset Management Ltd16,627
0.0% of portfolio›$116.4K
CIBC Asset Management Inc16,445
0.0% of portfolio›$115.1K
Fifth Third Wealth Advisors LLC14,502
0.0% of portfolio›$101.5K
Wilmington Savings Fund Society, FSB13,980
0.0% of portfolio›$97.9K
New York State Teachers Retirement System12,951
0.0% of portfolio›$91
Garner Asset Management Corp11,422
0.0% of portfolio›$76.3K
HB Wealth Management, LLC11,070
0.0% of portfolio›$76.5K
Cambridge Investment Research Advisors, Inc.10,921
0.0% of portfolio›$76
Chicago Partners Investment Group LLC10,736
0.0% of portfolio›$78.4K
Park Capital Management, LLC / WI10,557
0.0% of portfolio›$73.9K
VestGen Advisors, LLC10,164
0.0% of portfolio›$71.1K
Fulcrum Asset Management LLP8,238
0.0% of portfolio›$57.4K
Caitong International Asset Management Co., Ltd7,036
0.0% of portfolio›$49.3K
Versant Capital Management, Inc6,671
0.0% of portfolio›$46.7K
Trust Co of Vermont6,571
0.0% of portfolio›$46.0K
KBC Group NV5,800
0.0% of portfolio›$41
Atwood & Palmer Inc5,078
0.0% of portfolio›$35.5K
Farther Finance Advisors, LLC4,541
0.0% of portfolio›$31.8K
Gamma Investing LLC4,415
0.0% of portfolio›$30.9K
Sterling Capital Management LLC3,959
0.0% of portfolio›$27.7K
Nykredit A/S3,864
0.0% of portfolio›$27.0K
Pinnacle Wealth Planning Services, Inc.3,553
0.0% of portfolio›$24.9K
Evermay Wealth Management LLC3,090
0.0% of portfolio›$21.6K
Salomon & Ludwin, LLC2,743
0.0% of portfolio›$19.2K
St. Johns Investment Management Company, LLC2,530
0.0% of portfolio›$17.7K
Parallel Advisors, LLC2,336
0.0% of portfolio›$16.4K
MTM Investment Management, LLC2,000
0.0% of portfolio›$14.0K
Mather Group, Llc.1,983
0.0% of portfolio›$13.9K
Central Trust Co1,926
0.0% of portfolio›$13.5K
Signaturefd, LLC1,848
0.0% of portfolio›$12.9K
IFP Advisors, Inc1,675
0.0% of portfolio›$11.7K
Asset Planning,Inc1,658
0.0% of portfolio›$11.6K
Ares Financial Consulting, LLC1,300
0.0% of portfolio›$9.1K
EverSource Wealth Advisors, LLC1,299
0.0% of portfolio›$9.1K
Blume Capital Management, Inc.1,280
0.0% of portfolio›$9.0K
Cornerstone National Bank & Trust Co1,137
0.0% of portfolio›$8.0K
Markowski Investments937
0.0% of portfolio›$6.6K
Centerpoint Advisors, LLC850
0.0% of portfolio›$6
Allworth Financial LP824
0.0% of portfolio›$8.5K
Covestor Ltd774
0.0% of portfolio›$5
Larson Financial Group LLC673
0.0% of portfolio›$4.7K
Assetmark, Inc490
0.0% of portfolio›$3.4K
CX Institutional484
0.0% of portfolio›$3
Physician Wealth Advisors, Inc.475
0.0% of portfolio›$3.3K
Elyxium Wealth, LLC463
0.0% of portfolio›$3.2K
Trellis Wealth Advisors LLC400
0.0% of portfolio›$2.8K
Westside Investment Management, Inc.400
0.0% of portfolio›$2.8K
Bank of New Hampshire400
0.0% of portfolio›$2.8K
Zions Bancorporation, National Association352
0.0% of portfolio›$2.5K
Clearstead Advisors, LLC339
0.0% of portfolio›$2.4K
Montag A & Associates Inc329
0.0% of portfolio›$2.3K
UMB Bank, n.a.316
0.0% of portfolio›$2.2K
Simplex Trading, LLC304
0.0% of portfolio›$2.1K
Costello Asset Management, Inc300
0.0% of portfolio›$2.1K
Fortitude Family Office, LLC266
0.0% of portfolio›$1.9K
MassMutual Private Wealth & Trust, FSB249
0.0% of portfolio›$1.7K
Center for Financial Planning, Inc.248
0.0% of portfolio›$1.7K
Eurizon Capital SGR S.p.A.243
0.0% of portfolio›$1.7K
SJS Investment Consulting Inc.239
0.0% of portfolio›$1.7K
Cassaday & Co Wealth Management LLC238
0.0% of portfolio›$1.7K
Clark Wealth Partners234
0.0% of portfolio›$1.6K
Ascentis Wealth Management, LLC232
0.0% of portfolio›$1.6K
Jacobi Capital Management LLC229
0.0% of portfolio›$1.6K
Silver Grove Financial Group, Inc.226
0.0% of portfolio›$1.6K
Pension & Wealth Management Advisors, Inc.222
0.0% of portfolio›$1.6K
Farmers & Merchants Investments Inc212
0.0% of portfolio›$1.5K
Gables Capital Management Inc.200
0.0% of portfolio›$1.4K
Burkett Financial Services, LLC200
0.0% of portfolio›$1.4K
Parkside Financial Bank & Trust160
0.0% of portfolio›$1.1K
Blue Trust, Inc.150
0.0% of portfolio›$1.1K
CoreCap Advisors, LLC148
0.0% of portfolio›$1.0K
Canton Hathaway, LLC127
0.0% of portfolio›$889
Boyd Watterson Asset Management LLC123
0.0% of portfolio›$861
North Star Investment Management Corp.100
0.0% of portfolio›$700
Grove Bank & Trust92
0.0% of portfolio›$644
Capital Advisors, Ltd. LLC85
0.0% of portfolio›$1
IAG Wealth Partners, LLC80
0.0% of portfolio›$560
Bell Investment Advisors, Inc67
0.0% of portfolio›$469
Private Wealth Management Group, LLC64
0.0% of portfolio›$448
Proathlete Wealth Management LLC62
0.0% of portfolio›$434
Jnba Financial Advisors58
0.0% of portfolio›$406
Hughes Financial Services, LLC50
0.0% of portfolio›$359
Manchester Capital Management LLC46
0.0% of portfolio›$322
Private Trust Co NA39
0.0% of portfolio›$273
Owl Creek Wealth Partners LLC36
0.0% of portfolio›$252
Cedar Mountain Advisors, LLC34
0.0% of portfolio›$238
Your Advocates Ltd., LLP29
0.0% of portfolio›$203
Root Financial Partners, LLC27
0.0% of portfolio›$189
Davis Capital Management22
0.0% of portfolio›$154
SBI Securities Co., Ltd.12
0.0% of portfolio›$84
Abound Wealth Management10
0.0% of portfolio›$70
Gilpin Wealth Management, LLC10
0.0% of portfolio›$70
Arlington Trust Co LLC10
0.0% of portfolio›$70
TD Private Client Wealth LLC9
0.0% of portfolio›$63
Monetary Solutions, Ltd9
0.0% of portfolio›$63
Mosley Wealth Management8
0.0% of portfolio›$55
JFS Wealth Advisors, LLC4
0.0% of portfolio›$28
Nova Financial LLC2
0.0% of portfolio›$14
DiNuzzo Private Wealth, Inc.2
0.0% of portfolio›$14
StyleTurnoverLocationFiled
Pzena Investment Management LLC
17,027,986$119.2M0.3%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
9,433,405$66.0M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
4,767,975$33.4M0.0%IndexVery LowBoston, MA2026-11-06
Cooke & Bieler LP
1,898,489$13.3M0.2%Deep ValueMediumPhiladelphia, PA2026-10-21
Bank of New York Mellon Corp
1,240,967$8.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
972,583$6.8M0.0%CoreLowDes Moines, IA2026-11-02
Marathon Asset Management Ltd
947,041$6.6M0.3%ValueLowLondon, United Kingdom2026-10-26
Pictet Asset Management Holding SA
741,591$5.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Grace & White Inc
691,288$4.8M0.8%Deep ValueVery LowNy, NY2026-10-23
Citigroup Inc
530,767$3.7M0.0%CoreMediumNew York, NY2026-11-04
North Growth Management Ltd.
440,000$3.1K0.0%GARPLowVancouver, UAE2026-10-20
Russell Investments Group, Ltd.
351,777$2.5M0.0%CoreLowSeattle, WA2026-11-06
D.A. Davidson & Co.
320,069$2.2M0.0%CoreLowGreat Falls, MT2026-10-28
Deutsche Bank Ag\
299,632$2.1M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Creative Planning
221,463$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Barclays PLC
197,518$1.4M0.0%CoreMediumLondon, United Kingdom2026-11-06
Thrivent Financial for Lutherans
129,425$9060.0%GARPMediumMinneapolis, MN2026-11-05
State of New Jersey Common Pension Fund D
128,325$898.3K0.0%CoreLowTrenton, NJ2026-11-05
Illinois Municipal Retirement Fund
111,458$780.2K0.0%CoreMediumOak Brook, IL2026-11-05
Harbor Capital Advisors, Inc.
108,406$7590.0%ValueHighChicago, IL2026-10-22
Wolverine Asset Management LLC
93,936$657.6K0.0%Deep ValueVery HighChicago, IL2026-11-02
Louisiana State Employees Retirement System
86,701$606.9K0.0%IndexLowBaton Rouge, LA2026-10-20
US Bancorp \de\
80,955$566.7K0.0%IndexLowMinneapolis, MN2026-11-05
Arizona State Retirement System
54,874$384.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
52,747$3690.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
52,254$365.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
47,946$335.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
47,941$335.6K0.0%CoreLowHarrisburg, PA2026-11-03
Maryland State Retirement & Pension System
45,752$320.3K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
45,666$319.7K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
44,450$3100.0%CoreVery LowJuneau, AK2026-10-15
PNC Financial Services Group, Inc.
38,982$272.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
LPL Financial LLC
37,022$259.2K0.0%IndexVery LowFort Mill, SC2026-11-06
Amundi
34,640$242.5K0.0%CoreMediumParis, India2026-11-06
Nisa Investment Advisors, LLC
33,544$234.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Commonwealth Equity Services, LLC
32,481$227.4K0.0%ETFLowWaltham, MA2026-11-02
ProShare Advisors LLC
27,885$195.2K0.0%GrowthLowBethesda, MD2026-10-29
Insight 2811, Inc.
25,982$181.9K0.1%ETFVery LowChicago, IL2026-11-06
Mutual of America Capital Management LLC
23,220$162.5K0.0%IndexLowNew York, NY2026-10-23
Xponance LLC
20,684$144.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
19,768$137.0K0.0%CoreLowPlymouth, MN2026-10-13
First Citizens Bank & Trust Co
18,721$131.0K0.0%CoreMediumRaleigh, NC2026-10-14
Oppenheimer Asset Management Inc.
17,625$123.4K0.0%CoreMediumNew York, NY2026-10-27
Swiss Life Asset Management Ltd
16,627$116.4K0.0%CoreLowZurich, Switzerland2026-11-03
CIBC Asset Management Inc
16,445$115.1K0.0%GARPLowToronto, South Africa2026-11-05
Fifth Third Wealth Advisors LLC
14,502$101.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Wilmington Savings Fund Society, FSB
13,980$97.9K0.0%CoreLowWilmington, DE2026-10-23
New York State Teachers Retirement System
12,951$910.0%CoreVery LowAlbany, NY2026-10-22
Garner Asset Management Corp
11,422$76.3K0.0%CoreLowPlano, TX2026-10-30
HB Wealth Management, LLC
11,070$76.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
10,921$760.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
10,736$78.4K0.0%GARPLowChicago, IL2026-10-27
Park Capital Management, LLC / WI
10,557$73.9K0.0%GrowthHighMadison, WI2026-10-13
VestGen Advisors, LLC
10,164$71.1K0.0%GrowthMediumChicago, IL2026-10-27
Fulcrum Asset Management LLP
8,238$57.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Caitong International Asset Management Co., Ltd
7,036$49.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Versant Capital Management, Inc
6,671$46.7K0.0%GARPLowPhoenix, AZ2026-10-02
Trust Co of Vermont
6,571$46.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
KBC Group NV
5,800$410.0%CoreMediumBrussels, Czech Republic2026-10-22
Atwood & Palmer Inc
5,078$35.5K0.0%CoreVery LowKansas City, MO2026-10-08
Farther Finance Advisors, LLC
4,541$31.8K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
4,415$30.9K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
3,959$27.7K0.0%GARPMediumCharlotte, NC2026-10-22
Nykredit A/S
3,864$27.0K0.0%CoreN/ANordhavn, Greece2026-11-06
Pinnacle Wealth Planning Services, Inc.
3,553$24.9K0.0%GARPLowMansfield, OH2026-10-27
Evermay Wealth Management LLC
3,090$21.6K0.0%ETFLowArlington, VA2026-11-05
Salomon & Ludwin, LLC
2,743$19.2K0.0%ETFVery LowRichmond, VA2026-10-29
St. Johns Investment Management Company, LLC
2,530$17.7K0.0%CoreVery LowJacksonville, FL2026-10-30
Parallel Advisors, LLC
2,336$16.4K0.0%IndexLowSan Francisco, CA2026-11-03
MTM Investment Management, LLC
2,000$14.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
Mather Group, Llc.
1,983$13.9K0.0%ETFMediumChicago, IL2026-10-14
Central Trust Co
1,926$13.5K0.0%CoreLowJefferson City, MO2026-11-05
Signaturefd, LLC
1,848$12.9K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
1,675$11.7K0.0%GrowthLowTampa, FL2026-10-16
Asset Planning,Inc
1,658$11.6K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Ares Financial Consulting, LLC
1,300$9.1K0.0%CoreLowCalabasas, CA2026-10-19
EverSource Wealth Advisors, LLC
1,299$9.1K0.0%CoreMediumBirmingham, AL2026-11-04
Blume Capital Management, Inc.
1,280$9.0K0.0%CoreMediumBerkeley, CA2026-10-26
Cornerstone National Bank & Trust Co
1,137$8.0K0.0%ETFMediumPalatine, IL2026-10-20
Markowski Investments
937$6.6K0.0%ETFN/ATampa, FL2026-10-30
Centerpoint Advisors, LLC
850$60.0%ETFVery LowNeedham, MA2026-11-05
Allworth Financial LP
824$8.5K0.0%IndexLowFolsom, CA2026-11-06
Covestor Ltd
774$50.0%ValueHighLondon, United Kingdom2026-10-30
Larson Financial Group LLC
673$4.7K0.0%GrowthLowSt Louis, MO2026-11-05
Assetmark, Inc
490$3.4K0.0%ETFLowConcord, CA2026-10-21
CX Institutional
484$30.0%CoreMediumAuburn, IN2026-10-02
Physician Wealth Advisors, Inc.
475$3.3K0.0%ETFMediumMidvale, UT2026-10-20
Elyxium Wealth, LLC
463$3.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Trellis Wealth Advisors LLC
400$2.8K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Westside Investment Management, Inc.
400$2.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Bank of New Hampshire
400$2.8K0.0%CoreLowLaconia, NH2026-10-06
Zions Bancorporation, National Association
352$2.5K0.0%CoreMediumSalt Lake City, UT2026-11-06
Clearstead Advisors, LLC
339$2.4K0.0%ETFLowCleveland, OH2026-11-06
Montag A & Associates Inc
329$2.3K0.0%CoreLowAtlanta, GA2026-10-29
UMB Bank, n.a.
316$2.2K0.0%CoreLowKansas City, MO2026-11-06
Simplex Trading, LLC
304$2.1K0.0%CoreVery HighChicago, IL2026-11-04
Costello Asset Management, Inc
300$2.1K0.0%CoreLowFeasterville, PA2026-10-30
Fortitude Family Office, LLC
266$1.9K0.0%ETFMediumScottsdale, AZ2026-10-14
MassMutual Private Wealth & Trust, FSB
249$1.7K0.0%CoreLowSpringfield, MA2026-10-05
Center for Financial Planning, Inc.
248$1.7K0.0%ETFLowSouthfied, MI2026-10-26
Eurizon Capital SGR S.p.A.
243$1.7K0.0%CoreMediumMilan, Latvia2026-11-06
SJS Investment Consulting Inc.
239$1.7K0.0%ETFVery LowSylvania, OH2026-10-26
Cassaday & Co Wealth Management LLC
238$1.7K0.0%ETFVery LowMclean, VA2026-10-27
Clark Wealth Partners
234$1.6K0.0%ETFVery LowO'Fallon, IL2026-10-19
Ascentis Wealth Management, LLC
232$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Jacobi Capital Management LLC
229$1.6K0.0%CoreLowPittston, PA2026-11-05
Silver Grove Financial Group, Inc.
226$1.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Pension & Wealth Management Advisors, Inc.
222$1.6K0.0%ETFLowWaltham, MA2026-10-16
Farmers & Merchants Investments Inc
212$1.5K0.0%CoreVery LowLincoln, NE2026-10-22
Gables Capital Management Inc.
200$1.4K0.0%GrowthVery LowMiami, FL2026-11-04
Burkett Financial Services, LLC
200$1.4K0.0%ETFLowRock Hill, SC2026-10-01
Parkside Financial Bank & Trust
160$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Trust, Inc.
150$1.1K0.0%ETFLowBrentwood, TN2026-10-15
CoreCap Advisors, LLC
148$1.0K0.0%ETFMediumSouthfield, MI2026-10-08
Canton Hathaway, LLC
127$8890.0%ValueLowProvidence, RI2026-10-23
Boyd Watterson Asset Management LLC
123$8610.0%CoreLowCleveland, OH2026-11-06
North Star Investment Management Corp.
100$7000.0%CoreLowChicago, IL2026-10-27
Grove Bank & Trust
92$6440.0%ETFLowMiami, FL2026-10-08
Capital Advisors, Ltd. LLC
85$10.0%ETFLowShaker Heights, OH2026-10-27
IAG Wealth Partners, LLC
80$5600.0%ETFLowWaukesha, WI2026-11-06
Bell Investment Advisors, Inc
67$4690.0%ETFVery LowOrinda, CA2026-10-29
Private Wealth Management Group, LLC
64$4480.0%ETFLowPrinceton, NJ2026-10-19
Proathlete Wealth Management LLC
62$4340.0%ETFVery LowBoca Raton, FL2026-10-15
Jnba Financial Advisors
58$4060.0%ETFMediumBloomington, MN2026-11-03
Hughes Financial Services, LLC
50$3590.0%ETFLowHerndon, VA2026-10-30
Manchester Capital Management LLC
46$3220.0%CoreLowManchester, VT2026-10-22
Private Trust Co NA
39$2730.0%CoreLowCleveland, OH2026-10-20
Owl Creek Wealth Partners LLC
36$2520.0%IndexLowGreenwood Village, CO2026-10-20
Cedar Mountain Advisors, LLC
34$2380.0%ETFVery LowLake Oswego, OR2026-10-15
Your Advocates Ltd., LLP
29$2030.0%ETFLowHouston, TX2026-11-03
Root Financial Partners, LLC
27$1890.0%ETFMediumEncinitas, CA2026-10-21
Davis Capital Management
22$1540.0%CoreLowJacksonville, FL2026-10-08
SBI Securities Co., Ltd.
12$840.0%Agg GrowthLowTokyo, Mexico2026-10-22
Abound Wealth Management
10$700.0%ETFVery LowFranklin, TN2026-10-26
Gilpin Wealth Management, LLC
10$700.0%GrowthLowDenver, CO2026-10-09
Arlington Trust Co LLC
10$700.0%ETFMediumBirmingham, AL2026-10-20
TD Private Client Wealth LLC
9$630.0%ETFLowNew York, NY2026-10-28
Monetary Solutions, Ltd
9$630.0%ETFVery LowDayton, OH2026-10-22
Mosley Wealth Management
8$550.0%ETFHighAnaheim, CA2026-10-16
JFS Wealth Advisors, LLC
4$280.0%ETFVery LowHermitage, PA2026-11-03
Nova Financial LLC
2$140.0%N/AN/ATucson, AZ2026-11-04
DiNuzzo Private Wealth, Inc.
2$140.0%ETFLowBeaver, PA2026-10-16