Millrose Properties (MRP)

CUSIP: 601137102 | NYSE | Real Estate · REIT - Residential | Mid Cap | 806 institutional holders

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

Beneficial Ownership — 13D / 13G

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

Holder	Shares	% of Class	Change	Event Date	vs 13F
13D/A Lennar Corp	1,794	0.0%	Newly reported	Nov 26, 2025	Not yet in a 13F

13D/A Lennar Corp1,794

Institutional Holders — Q3 2026

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Principal Financial Group Inc968,937

0.0% of portfolio$25.2M

Pacific Heights Asset Management LLC500,000

0.4% of portfolio$13.0M

Gilman Hill Asset Management, LLC389,983

1.4% of portfolio$10.1M

Columbus Macro, LLC382,625

1.0% of portfolio$9.9M

Assetmark, Inc262,737

0.0% of portfolio$6.8M

Asset Management One Co., Ltd.237,507

0.0% of portfolio$6.2M

Creative Planning236,818

0.0% of portfolio$6.2M

Sumitomo Mitsui Trust Group, Inc.175,952

0.0% of portfolio$4.6M

New York State Teachers Retirement System158,021

0.0% of portfolio$4.1K

Commonwealth of Pennsylvania Public School Empls Retrmt SYS150,029

0.0% of portfolio$3.9M

Mitsubishi UFJ Asset Management Co., Ltd.144,920

0.0% of portfolio$3.8M

Daiwa Securities Group Inc.132,725

0.0% of portfolio$3.4M

Dimensional Fund Advisors LP132,473

0.0% of portfolio$3.4M

State of Alaska, Department of Revenue118,127

0.0% of portfolio$3.1K

Virginia Retirement Systems ET Al118,040

0.0% of portfolio$3.1M

Brookstone Capital Management107,047

0.0% of portfolio$2.8M

Citigroup Inc93,010

0.0% of portfolio$2.4M

Y-Intercept (Hong Kong) Ltd87,544

0.1% of portfolio$2.3M

Achmea Investment Management B.V.83,083

0.0% of portfolio$2.2M

Wealth Enhancement Advisory Services, LLC78,198

0.0% of portfolio$1.8M

CWA Asset Management Group, LLC74,542

0.1% of portfolio$1.9M

Edgemoor Investment Advisors, Inc.67,814

0.1% of portfolio$1.8M

Exchange Traded Concepts, LLC66,180

0.0% of portfolio$1.7M

Louisiana State Employees Retirement System65,700

0.0% of portfolio$1.7M

Carmel Capital Partners, LLC62,752

0.6% of portfolio$1.6M

SEB Asset Management AB59,402

0.0% of portfolio$1.5M

Pensionfund PDN49,500

0.8% of portfolio$1.3K

Fulcrum Asset Management LLP48,693

0.1% of portfolio$1.3M

Independent Financial Group, LLC48,184

0.0% of portfolio$1.3M

Montgomery Investment Management Inc47,306

0.4% of portfolio$1.2M

Summit Global Investments47,178

0.0% of portfolio$1.2K

Commonwealth Equity Services, LLC46,130

0.0% of portfolio$1.2M

American Assets Investment Management, LLC43,663

0.1% of portfolio$1.1M

Arizona State Retirement System43,432

0.0% of portfolio$1.1M

Amalgamated Bank42,672

0.0% of portfolio$1.1K

DekaBank Deutsche Girozentrale40,008

0.0% of portfolio$1.1K

Yousif Capital Management, LLC39,994

0.0% of portfolio$1.0M

Tred Avon Family Wealth, LLC39,213

0.3% of portfolio$1.0M

Sumitomo Mitsui DS Asset Management Company, Ltd39,063

0.0% of portfolio$1.0M

B. Metzler seel. Sohn & Co. AG38,042

0.0% of portfolio$988.0K

Oregon Public Employees Retirement Fund34,609

0.0% of portfolio$898.8K

IFM Investors Pty Ltd31,084

0.0% of portfolio$807.3K

Cambridge Investment Research Advisors, Inc.30,219

0.0% of portfolio$785

Neos Investment Management LLC29,814

0.0% of portfolio$774.3K

State of Wyoming28,667

0.1% of portfolio$744.5K

Wavvest Wealth LLC28,403

0.6% of portfolio$737.6K

Salem Investment Counselors Inc27,419

0.0% of portfolio$712.1K

HB Wealth Management, LLC25,176

0.0% of portfolio$648.7K

LDR Capital Management LLC24,578

0.8% of portfolio$638.3K

Pictet Asset Management Holding SA24,561

0.0% of portfolio$637.8K

Verus Capital Partners, LLC24,417

0.0% of portfolio$634.1K

Pensionfund Sabic22,500

0.7% of portfolio$584

Swedbank AB22,226

0.0% of portfolio$577.2K

Sterling Capital Management LLC21,985

0.0% of portfolio$571.0K

Nisa Investment Advisors, LLC21,745

0.0% of portfolio$564.7K

iA Global Asset Management Inc.19,988

0.0% of portfolio$519

Oppenheimer Asset Management Inc.19,497

0.0% of portfolio$506.3K

Merited Wealth, LLC19,422

0.3% of portfolio$504.4K

Mutual of America Capital Management LLC19,126

0.0% of portfolio$496.7K

UniSuper Management Pty Ltd18,500

0.0% of portfolio$480.4K

Samalin Investment Counsel, LLC18,494

0.2% of portfolio$480.3K

Frank, Rimerman Advisors LLC17,689

0.0% of portfolio$459.4K

Wolverine Asset Management LLC17,341

0.0% of portfolio$450.3K

Kestra Investment Management, LLC16,881

0.0% of portfolio$438.4K

Bayforest Capital Ltd14,776

0.6% of portfolio$383.7K

Abacus Planning Group, Inc.14,655

0.0% of portfolio$380.6K

Peak Financial Advisors LLC14,593

0.2% of portfolio$379.0K

Moran Wealth Management, LLC14,391

0.0% of portfolio$373.7K

Parallel Advisors, LLC13,091

0.0% of portfolio$340.0K

Signaturefd, LLC12,947

0.0% of portfolio$336.2K

Allspring Global Investments Holdings, LLC12,767

0.0% of portfolio$321.7K

Argent Capital Management LLC12,394

0.0% of portfolio$321.9K

TD Waterhouse Canada Inc.11,917

0.0% of portfolio$300.1K

Xponance LLC11,904

0.0% of portfolio$309.1K

Concurrent Investment Advisors, LLC11,697

0.0% of portfolio$303.8K

KBC Group NV11,686

0.0% of portfolio$303

Moody Lynn Lieberson & Walker, LLC10,875

0.0% of portfolio$282.4K

MBL Wealth, LLC10,428

0.0% of portfolio$270.8K

Kestra Advisory Services, LLC10,204

0.0% of portfolio$265.0K

Swiss Life Asset Management Ltd10,181

0.0% of portfolio$264.4K

Avior Wealth Management, LLC10,055

0.0% of portfolio$261.1K

State of Michigan Retirement System9,938

0.0% of portfolio$258.1K

Brighton Jones LLC8,873

0.0% of portfolio$230.4K

Prime Capital Investment Advisors, LLC8,255

0.0% of portfolio$214.4K

Moss Adams Wealth Advisors LLC8,005

0.0% of portfolio$207.9K

Curated Wealth Partners LLC7,964

0.0% of portfolio$206.8K

Ethic Inc.7,963

0.0% of portfolio$206.8K

Gamma Investing LLC6,870

0.0% of portfolio$178.4K

Strs Ohio6,673

0.0% of portfolio$173.3K

Covestor Ltd6,148

0.0% of portfolio$160

Farther Finance Advisors, LLC6,105

0.0% of portfolio$158.5K

Daytona Street Capital LLC5,876

0.1% of portfolio$131.5K

EverSource Wealth Advisors, LLC5,616

0.0% of portfolio$145.8K

Grove Bank & Trust5,508

0.0% of portfolio$143.0K

Parkside Financial Bank & Trust5,376

0.0% of portfolio$139.6K

Creative Financial Designs Inc5,072

0.0% of portfolio$131.7K

Sava Infond d.o.o.3,925

0.0% of portfolio$101.9K

Kozak & Associates, Inc.3,848

0.0% of portfolio$97.7K

Pinnacle Wealth Planning Services, Inc.3,744

0.0% of portfolio$97.2K

Essential Partners LLC2,954

0.0% of portfolio$76.7K

SJS Investment Consulting Inc.2,704

0.0% of portfolio$70.2K

IFP Advisors, Inc2,567

0.0% of portfolio$66.7K

GF Fund Management Co. Ltd.2,060

0.0% of portfolio$53.5K

Murphy & Mullick Capital Management Corp2,015

0.0% of portfolio$52.3K

Fortitude Family Office, LLC1,982

0.0% of portfolio$51.5K

Armstrong Advisory Group, Inc1,876

0.0% of portfolio$48.7K

Versant Capital Management, Inc1,695

0.0% of portfolio$44.0K

Root Financial Partners, LLC1,619

0.0% of portfolio$42.0K

Salomon & Ludwin, LLC1,506

0.0% of portfolio$39.1K

Markowski Investments1,238

0.0% of portfolio$32.2K

First Financial Corp1,059

0.0% of portfolio$27.5K

CX Institutional985

0.0% of portfolio$26

True Wealth Design, LLC893

0.0% of portfolio$23.2K

MassMutual Private Wealth & Trust, FSB874

0.0% of portfolio$22.7K

Central Pacific Bank - Trust Division650

0.0% of portfolio$16.9K

Financial Consulate, Inc632

0.0% of portfolio$16.4K

Rosenberg Matthew Hamilton577

0.0% of portfolio$15.0K

Avion Wealth517

0.0% of portfolio$13

Bare Financial Services, Inc498

0.0% of portfolio$12.9K

Hilton Head Capital Partners, LLC493

0.0% of portfolio$12.8K

JFS Wealth Advisors, LLC483

0.0% of portfolio$12.5K

Provenance Wealth Advisors, LLC482

0.0% of portfolio$12.5K

Spirit of America Management Corp462

0.0% of portfolio$12.0K

Highline Wealth Partners LLC416

0.0% of portfolio$10.8K

Nvwm, LLC393

0.0% of portfolio$10.2K

Polaris Financial Partners361

0.0% of portfolio$9

Cromwell Holdings LLC351

0.0% of portfolio$9.1K

Foresight Capital Management Advisors, Inc.300

0.0% of portfolio$7.8K

Independence Bank of Kentucky291

0.0% of portfolio$7.6K

Carolina Wealth Advisors, LLC287

0.0% of portfolio$7.5K

Triumph Capital Management250

0.0% of portfolio$6.5K

Valley National Advisers Inc245

0.0% of portfolio$6.4K

City State Bank243

0.0% of portfolio$6.3K

Mirae Asset Global Investments Co., Ltd.243

0.0% of portfolio$6.3K

Wealth Enhancement Trust Services, Inc.235

0.0% of portfolio$6.1K

Harbor Capital Advisors, Inc.223

0.0% of portfolio$6

Private Trust Co NA220

0.0% of portfolio$5.7K

First Horizon Corp211

0.0% of portfolio$5.5K

Leonteq Securities AG206

0.0% of portfolio$5.4K

Bell Investment Advisors, Inc190

0.0% of portfolio$4.9K

Phillip James Consulting Co.175

0.0% of portfolio$4.5K

UMB Private Wealth Management, LLC165

0.0% of portfolio$4.3K

Caitong International Asset Management Co., Ltd157

0.0% of portfolio$4.1K

TD Private Client Wealth LLC154

0.0% of portfolio$4.0K

Lanark Financial, Inc.148

0.0% of portfolio$3.8K

Mather Group, Llc.146

0.0% of portfolio$3.8K

Cedar Mountain Advisors, LLC142

0.0% of portfolio$3.7K

Smallwood Wealth Investment Management, LLC121

0.0% of portfolio$3.1K

Fairscale Capital, LLC121

0.0% of portfolio$3.1K

Farmers & Merchants Investments Inc116

0.0% of portfolio$3.0K

Elyxium Wealth, LLC108

0.0% of portfolio$2.8K

Caldwell Trust Co108

0.0% of portfolio$2.8K

Ascentis Wealth Management, LLC102

0.0% of portfolio$2.6K

Elevation Wealth Partners, LLC100

0.0% of portfolio$2.6K

DiNuzzo Private Wealth, Inc.90

0.0% of portfolio$2.3K

Blue Trust, Inc.88

0.0% of portfolio$2.3K

Birch Financial Group, LLC85

0.0% of portfolio$2.2K

Asset Dedication, LLC84

0.0% of portfolio$2.2K

KFG LLC79

0.0% of portfolio$2.1K

Country Trust Bank71

0.0% of portfolio$1.8K

WPG Advisers, LLC62

0.0% of portfolio$1.6K

Kingdom Financial Group Llc.61

0.0% of portfolio$1.6K

Canton Hathaway, LLC60

0.0% of portfolio$1.6K

High Note Wealth, LLC57

0.0% of portfolio$1.5K

Physician Wealth Advisors, Inc.51

0.0% of portfolio$1.3K

Kelleher Financial Advisors48

0.0% of portfolio$1.2K

Westside Investment Management, Inc.48

0.0% of portfolio$1.2K

Financial Perspectives, Inc45

0.0% of portfolio$1.2K

Strengthening Families & Communities, LLC41

0.0% of portfolio$1.1K

Clark Wealth Partners40

0.0% of portfolio$1.0K

Lodestone Wealth Management LLC39

0.0% of portfolio$1.0K

Dhjj Financial Advisors, Ltd.34

0.0% of portfolio$883

Owl Creek Wealth Partners LLC34

0.0% of portfolio$883

Nemes Rush Group LLC33

0.0% of portfolio$857

Proathlete Wealth Management LLC32

0.0% of portfolio$831

Capital Advisors, Ltd. LLC29

0.0% of portfolio$1

Balance Wealth Partners LLC25

0.0% of portfolio$645

1620 Investment Advisors, Inc.20

0.0% of portfolio$519

Gilpin Wealth Management, LLC20

0.0% of portfolio$520

CrossGen Wealth, LLC19

0.0% of portfolio$498

Bay Harbor Wealth Management, LLC15

0.0% of portfolio$390

Manchester Capital Management LLC14

0.0% of portfolio$364

Davis Capital Management14

0.0% of portfolio$364

Granite FO LLC12

0.0% of portfolio$312

Torren Management, LLC10

0.0% of portfolio$268

Advocate Investing Services LLC10

0.0% of portfolio$260

Quaker Wealth Management, LLC9

0.0% of portfolio$234

Abound Wealth Management8

0.0% of portfolio$208

Comprehensive Financial Planning, Inc.7

0.0% of portfolio$181

Bfsg, LLC7

0.0% of portfolio$182

Wolff Wiese Magana LLC7

0.0% of portfolio$182

Private Wealth Management Group, LLC6

0.0% of portfolio$156

Buck Wealth Strategies, LLC4

0.0% of portfolio$104

St. Johns Investment Management Company, LLC4

0.0% of portfolio$104

Cape Investment Advisory, Inc.4

0.0% of portfolio$104

Hughes Financial Services, LLC2

0.0% of portfolio$52

Ascentis Independent Advisors2

0.0% of portfolio$51

TFC Financial Management, Inc.1

0.0% of portfolio$26

Key FInancial Inc1

0.0% of portfolio$26

				Style	Turnover	Location	Filed
Principal Financial Group Inc	968,937	$25.2M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Pacific Heights Asset Management LLC	500,000	$13.0M	0.4%	Core	Very Low	San Francisco, CA	2026-11-03
Gilman Hill Asset Management, LLC	389,983	$10.1M	1.4%	Yield	Medium	New Canaan, CT	2026-10-13
Columbus Macro, LLC	382,625	$9.9M	1.0%	Yield	Medium	New Castle, PA	2026-10-14
Assetmark, Inc	262,737	$6.8M	0.0%	ETF	Low	Concord, CA	2026-10-21
Asset Management One Co., Ltd.	237,507	$6.2M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Creative Planning	236,818	$6.2M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Sumitomo Mitsui Trust Group, Inc.	175,952	$4.6M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
New York State Teachers Retirement System	158,021	$4.1K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	150,029	$3.9M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	144,920	$3.8M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Daiwa Securities Group Inc.	132,725	$3.4M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Dimensional Fund Advisors LP	132,473	$3.4M	0.0%	Index	Low	Austin, TX	2026-11-04
State of Alaska, Department of Revenue	118,127	$3.1K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Virginia Retirement Systems ET Al	118,040	$3.1M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Brookstone Capital Management	107,047	$2.8M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Citigroup Inc	93,010	$2.4M	0.0%	Core	Medium	New York, NY	2026-11-04
Y-Intercept (Hong Kong) Ltd	87,544	$2.3M	0.1%	Value	Very High	Hong Kong, South Korea	2026-10-16
Achmea Investment Management B.V.	83,083	$2.2M	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Wealth Enhancement Advisory Services, LLC	78,198	$1.8M	0.0%	Core	Low	Plymouth, MN	2026-10-13
CWA Asset Management Group, LLC	74,542	$1.9M	0.1%	Core	Medium	Naples, FL	2026-10-19
Edgemoor Investment Advisors, Inc.	67,814	$1.8M	0.1%	Core	Very Low	Bethesda, MD	2026-11-03
Exchange Traded Concepts, LLC	66,180	$1.7M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Louisiana State Employees Retirement System	65,700	$1.7M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Carmel Capital Partners, LLC	62,752	$1.6M	0.6%	Value	Medium	San Diego, CA	2026-11-03
SEB Asset Management AB	59,402	$1.5M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
Pensionfund PDN	49,500	$1.3K	0.8%	Yield	Very Low	Sittard, Philippines	2026-10-05
Fulcrum Asset Management LLP	48,693	$1.3M	0.1%	Core	Medium	London, United Kingdom	2026-11-04
Independent Financial Group, LLC	48,184	$1.3M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Montgomery Investment Management Inc	47,306	$1.2M	0.4%	GARP	Very Low	Rockville, MD	2026-10-26
Summit Global Investments	47,178	$1.2K	0.0%	Core	Medium	Bountiful, UT	2026-10-28
Commonwealth Equity Services, LLC	46,130	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
American Assets Investment Management, LLC	43,663	$1.1M	0.1%	GARP	Very Low	San Diego, CA	2026-10-30
Arizona State Retirement System	43,432	$1.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Amalgamated Bank	42,672	$1.1K	0.0%	Core	Very Low	New York, NY	2026-10-23
DekaBank Deutsche Girozentrale	40,008	$1.1K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Yousif Capital Management, LLC	39,994	$1.0M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Tred Avon Family Wealth, LLC	39,213	$1.0M	0.3%	Core	Low	Easton, MD	2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd	39,063	$1.0M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
B. Metzler seel. Sohn & Co. AG	38,042	$988.0K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Oregon Public Employees Retirement Fund	34,609	$898.8K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
IFM Investors Pty Ltd	31,084	$807.3K	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Cambridge Investment Research Advisors, Inc.	30,219	$785	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Neos Investment Management LLC	29,814	$774.3K	0.0%	Index	Very Low	Westport, CT	2026-11-04
State of Wyoming	28,667	$744.5K	0.1%	Value	High	Cheyenne, WY	2026-10-28
Wavvest Wealth LLC	28,403	$737.6K	0.6%	ETF	N/A	Chicago, IL	2026-10-21
Salem Investment Counselors Inc	27,419	$712.1K	0.0%	Growth	Very Low	Winston-Salem, NC	2026-10-13
HB Wealth Management, LLC	25,176	$648.7K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
LDR Capital Management LLC	24,578	$638.3K	0.8%	Yield	High	New York, NY	2026-10-14
Pictet Asset Management Holding SA	24,561	$637.8K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Verus Capital Partners, LLC	24,417	$634.1K	0.0%	Growth	Low	Scottsdale, AZ	2026-11-03
Pensionfund Sabic	22,500	$584	0.7%	Yield	Very Low	Sittard, Philippines	2026-10-05
Swedbank AB	22,226	$577.2K	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Sterling Capital Management LLC	21,985	$571.0K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	21,745	$564.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
iA Global Asset Management Inc.	19,988	$519	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Oppenheimer Asset Management Inc.	19,497	$506.3K	0.0%	Core	Medium	New York, NY	2026-10-27
Merited Wealth, LLC	19,422	$504.4K	0.3%	ETF	Medium	North Bay Village, FL	2026-10-13
Mutual of America Capital Management LLC	19,126	$496.7K	0.0%	Index	Low	New York, NY	2026-10-23
UniSuper Management Pty Ltd	18,500	$480.4K	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
Samalin Investment Counsel, LLC	18,494	$480.3K	0.2%	Yield	Medium	Chappaqua, NY	2026-10-23
Frank, Rimerman Advisors LLC	17,689	$459.4K	0.0%	Growth	Low	Palo Alto, CA	2026-10-16
Wolverine Asset Management LLC	17,341	$450.3K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Kestra Investment Management, LLC	16,881	$438.4K	0.0%	ETF	Medium	Austin, TX	2026-11-04
Bayforest Capital Ltd	14,776	$383.7K	0.6%	Deep Value	Very High	London, United Kingdom	2026-11-03
Abacus Planning Group, Inc.	14,655	$380.6K	0.0%	ETF	Low	Columbia, SC	2026-11-02
Peak Financial Advisors LLC	14,593	$379.0K	0.2%	Core	High	Denver, CO	2026-10-28
Moran Wealth Management, LLC	14,391	$373.7K	0.0%	Core	Medium	Naples, FL	2026-10-22
Parallel Advisors, LLC	13,091	$340.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Signaturefd, LLC	12,947	$336.2K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Allspring Global Investments Holdings, LLC	12,767	$321.7K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Argent Capital Management LLC	12,394	$321.9K	0.0%	Core	Medium	St Louis, MO	2026-10-05
TD Waterhouse Canada Inc.	11,917	$300.1K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Xponance LLC	11,904	$309.1K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Concurrent Investment Advisors, LLC	11,697	$303.8K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
KBC Group NV	11,686	$303	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Moody Lynn Lieberson & Walker, LLC	10,875	$282.4K	0.0%	Momentum	Low	Boston, MA	2026-10-14
MBL Wealth, LLC	10,428	$270.8K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
Kestra Advisory Services, LLC	10,204	$265.0K	0.0%	Core	Low	Austin, TX	2026-11-02
Swiss Life Asset Management Ltd	10,181	$264.4K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Avior Wealth Management, LLC	10,055	$261.1K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
State of Michigan Retirement System	9,938	$258.1K	0.0%	Index	Low	East Lansing, MI	2026-10-27
Brighton Jones LLC	8,873	$230.4K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Prime Capital Investment Advisors, LLC	8,255	$214.4K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Moss Adams Wealth Advisors LLC	8,005	$207.9K	0.0%	ETF	Low	Seattle, WA	2026-10-28
Curated Wealth Partners LLC	7,964	$206.8K	0.0%	GARP	Low	El Segundo, CA	2026-10-15
Ethic Inc.	7,963	$206.8K	0.0%	Core	Low	New York, NY	2026-11-03
Gamma Investing LLC	6,870	$178.4K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Strs Ohio	6,673	$173.3K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Covestor Ltd	6,148	$160	0.0%	Value	High	London, United Kingdom	2026-10-30
Farther Finance Advisors, LLC	6,105	$158.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Daytona Street Capital LLC	5,876	$131.5K	0.1%	Deep Value	Medium	Saint Louis, MO	2026-10-15
EverSource Wealth Advisors, LLC	5,616	$145.8K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Grove Bank & Trust	5,508	$143.0K	0.0%	ETF	Low	Miami, FL	2026-10-08
Parkside Financial Bank & Trust	5,376	$139.6K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Creative Financial Designs Inc	5,072	$131.7K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Sava Infond d.o.o.	3,925	$101.9K	0.0%	Agg Growth	Low	Maribor, Andorra	2026-10-28
Kozak & Associates, Inc.	3,848	$97.7K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Pinnacle Wealth Planning Services, Inc.	3,744	$97.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Essential Partners LLC	2,954	$76.7K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
SJS Investment Consulting Inc.	2,704	$70.2K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
IFP Advisors, Inc	2,567	$66.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
GF Fund Management Co. Ltd.	2,060	$53.5K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Murphy & Mullick Capital Management Corp	2,015	$52.3K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Fortitude Family Office, LLC	1,982	$51.5K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Armstrong Advisory Group, Inc	1,876	$48.7K	0.0%	ETF	High	Needham, MA	2026-10-09
Versant Capital Management, Inc	1,695	$44.0K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Root Financial Partners, LLC	1,619	$42.0K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Salomon & Ludwin, LLC	1,506	$39.1K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Markowski Investments	1,238	$32.2K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
First Financial Corp	1,059	$27.5K	0.0%	Core	Very Low	Terre Haute, IN	2026-10-13
CX Institutional	985	$26	0.0%	Core	Medium	Auburn, IN	2026-10-02
True Wealth Design, LLC	893	$23.2K	0.0%	ETF	Medium	Akron, OH	2026-10-13
MassMutual Private Wealth & Trust, FSB	874	$22.7K	0.0%	Core	Low	Springfield, MA	2026-10-05
Central Pacific Bank - Trust Division	650	$16.9K	0.0%	Core	Medium	Honolulu, HI	2026-10-06
Financial Consulate, Inc	632	$16.4K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Rosenberg Matthew Hamilton	577	$15.0K	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Avion Wealth	517	$13	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Bare Financial Services, Inc	498	$12.9K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Hilton Head Capital Partners, LLC	493	$12.8K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
JFS Wealth Advisors, LLC	483	$12.5K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Provenance Wealth Advisors, LLC	482	$12.5K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Spirit of America Management Corp	462	$12.0K	0.0%	GARP	Low	Syosset, NY	2026-10-14
Highline Wealth Partners LLC	416	$10.8K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Nvwm, LLC	393	$10.2K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Polaris Financial Partners	361	$9	0.0%	Growth	N/A	Westerville, OH	2026-10-02
Cromwell Holdings LLC	351	$9.1K	0.0%	Index	Low	Jackson, WY	2026-10-28
Foresight Capital Management Advisors, Inc.	300	$7.8K	0.0%	Core	Medium	Saline, MI	2026-10-27
Independence Bank of Kentucky	291	$7.6K	0.0%	Growth	Low	Owensboro, KY	2026-10-26
Carolina Wealth Advisors, LLC	287	$7.5K	0.0%	Yield	High	Myrtle Beach, SC	2026-10-23
Triumph Capital Management	250	$6.5K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Valley National Advisers Inc	245	$6.4K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
City State Bank	243	$6.3K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Mirae Asset Global Investments Co., Ltd.	243	$6.3K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Wealth Enhancement Trust Services, Inc.	235	$6.1K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Harbor Capital Advisors, Inc.	223	$6	0.0%	Value	High	Chicago, IL	2026-10-22
Private Trust Co NA	220	$5.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
First Horizon Corp	211	$5.5K	0.0%	Core	Low	Memphis, TN	2026-10-26
Leonteq Securities AG	206	$5.4K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Bell Investment Advisors, Inc	190	$4.9K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Phillip James Consulting Co.	175	$4.5K	0.0%	ETF	Very High	Plymouth, MN	2026-11-03
UMB Private Wealth Management, LLC	165	$4.3K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Caitong International Asset Management Co., Ltd	157	$4.1K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
TD Private Client Wealth LLC	154	$4.0K	0.0%	ETF	Low	New York, NY	2026-10-28
Lanark Financial, Inc.	148	$3.8K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Mather Group, Llc.	146	$3.8K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Cedar Mountain Advisors, LLC	142	$3.7K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Smallwood Wealth Investment Management, LLC	121	$3.1K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Fairscale Capital, LLC	121	$3.1K	0.0%	Growth	Very Low	Nashua, NH	2026-11-04
Farmers & Merchants Investments Inc	116	$3.0K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Elyxium Wealth, LLC	108	$2.8K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Caldwell Trust Co	108	$2.8K	0.0%	Growth	Low	Venice, FL	2026-10-30
Ascentis Wealth Management, LLC	102	$2.6K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Elevation Wealth Partners, LLC	100	$2.6K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
DiNuzzo Private Wealth, Inc.	90	$2.3K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Blue Trust, Inc.	88	$2.3K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Birch Financial Group, LLC	85	$2.2K	0.0%	Core	Low	Keene, NH	2026-10-27
Asset Dedication, LLC	84	$2.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
KFG LLC	79	$2.1K	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Country Trust Bank	71	$1.8K	0.0%	Growth	Low	Bloomington, IL	2026-10-30
WPG Advisers, LLC	62	$1.6K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Kingdom Financial Group Llc.	61	$1.6K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Canton Hathaway, LLC	60	$1.6K	0.0%	Value	Low	Providence, RI	2026-10-23
High Note Wealth, LLC	57	$1.5K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Physician Wealth Advisors, Inc.	51	$1.3K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Kelleher Financial Advisors	48	$1.2K	0.0%	Core	Medium	New York, NY	2026-10-30
Westside Investment Management, Inc.	48	$1.2K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Financial Perspectives, Inc	45	$1.2K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Strengthening Families & Communities, LLC	41	$1.1K	0.0%	Core	Medium	Boston, MA	2026-10-21
Clark Wealth Partners	40	$1.0K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Lodestone Wealth Management LLC	39	$1.0K	0.0%	Core	Low	Spokane, WA	2026-10-14
Dhjj Financial Advisors, Ltd.	34	$883	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Owl Creek Wealth Partners LLC	34	$883	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Nemes Rush Group LLC	33	$857	0.0%	Core	Very Low	Novi, MI	2026-11-04
Proathlete Wealth Management LLC	32	$831	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Capital Advisors, Ltd. LLC	29	$1	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Balance Wealth Partners LLC	25	$645	0.0%	ETF	Medium	Worthington, OH	2026-10-27
1620 Investment Advisors, Inc.	20	$519	0.0%	Value	Low	Plymouth, MA	2026-11-04
Gilpin Wealth Management, LLC	20	$520	0.0%	Growth	Low	Denver, CO	2026-10-09
CrossGen Wealth, LLC	19	$498	0.0%	Core	Very Low	Greenville, NC	2026-10-30
Bay Harbor Wealth Management, LLC	15	$390	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Manchester Capital Management LLC	14	$364	0.0%	Core	Low	Manchester, VT	2026-10-22
Davis Capital Management	14	$364	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Granite FO LLC	12	$312	0.0%	GARP	Very Low	Gilford, NH	2026-10-14
Torren Management, LLC	10	$268	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Advocate Investing Services LLC	10	$260	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Quaker Wealth Management, LLC	9	$234	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Abound Wealth Management	8	$208	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Comprehensive Financial Planning, Inc.	7	$181	0.0%	Agg Growth	Low	East Petersburg, PA	2026-10-27
Bfsg, LLC	7	$182	0.0%	Core	Low	Irvine, CA	2026-10-30
Wolff Wiese Magana LLC	7	$182	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Private Wealth Management Group, LLC	6	$156	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Buck Wealth Strategies, LLC	4	$104	0.0%	Value	Medium	Denver, CO	2026-10-28
St. Johns Investment Management Company, LLC	4	$104	0.0%	Core	Very Low	Jacksonville, FL	2026-10-30
Cape Investment Advisory, Inc.	4	$104	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Hughes Financial Services, LLC	2	$52	0.0%	ETF	Low	Herndon, VA	2026-10-30
Ascentis Independent Advisors	2	$51	0.0%	ETF	Low	Dallas, TX	2026-11-03
TFC Financial Management, Inc.	1	$26	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Key FInancial Inc	1	$26	0.0%	ETF	Low	West Chester, PA	2026-11-02