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Mizuho Financial Group (MFG)

CUSIP: 60687Y109 | US | Financial Services · Banks - Regional | Large Cap | 956 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/ASumitomo Mitsui Trust Group, Inc.121,591,6985.0%New 5%+ stakeSep 30, 2026Not yet in a 13F
13G/ASumitomo Mitsui Trust Group, Inc.121,591,698
5.0% of class · Sep 30, 2026New 5%+ stake
Not yet in a 13F

Institutional Holders — Q3 2026

Artemis Investment Management LLP7,433,017
0.7% of portfolio›$82.1M
Creative Planning2,126,126
0.0% of portfolio›$23.5M
US Bancorp \de\881,957
0.0% of portfolio›$9.7M
Augustine Asset Management Inc807,552
1.9% of portfolio›$8.9M
Bank of New York Mellon Corp806,126
0.0% of portfolio›$8.9M
Dimensional Fund Advisors LP632,217
0.0% of portfolio›$7.0M
Quadrant Capital Group LLC610,651
0.2% of portfolio›$6.5M
Crossmark Global Holdings, Inc.595,910
0.1% of portfolio›$6.6M
Gradient Investments LLC583,103
0.1% of portfolio›$6.4M
Calamos Wealth Management LLC574,072
0.2% of portfolio›$6.3M
Ethic Inc.558,405
0.1% of portfolio›$6.2M
TD Waterhouse Canada Inc.532,810
0.0% of portfolio›$5.7M
Vise Technologies, Inc.470,426
0.0% of portfolio›$5.2M
Assetmark, Inc461,220
0.0% of portfolio›$5.1M
Citigroup Inc450,662
0.0% of portfolio›$5.0M
Altman Advisors, Inc.376,231
1.5% of portfolio›$4.2M
Signaturefd, LLC296,849
0.0% of portfolio›$3.3M
Factory Mutual Insurance Co273,441
0.0% of portfolio›$3.0M
Evergreen Capital Management LLC258,713
0.1% of portfolio›$2.9M
Compound Planning, Inc.250,382
0.1% of portfolio›$2.8M
Prospera Financial Services Inc226,866
0.0% of portfolio›$2.2M
Aaron Wealth Advisors LLC221,313
0.1% of portfolio›$2.4M
Capricorn Fund Managers Ltd220,000
0.2% of portfolio›$2.4M
Choreo, LLC219,620
0.0% of portfolio›$2.4M
Lido Advisors, LLC204,006
0.0% of portfolio›$2.3M
Allspring Global Investments Holdings, LLC192,112
0.0% of portfolio›$2.1M
Keybank National Association189,113
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC188,793
0.0% of portfolio›$2.0M
Savant Capital, LLC181,136
0.0% of portfolio›$2.0M
Ritholtz Wealth Management179,108
0.0% of portfolio›$2.0M
BayBridge Capital Group, LLC159,618
0.9% of portfolio›$1.8M
Themes Management Co LLC141,909
1.0% of portfolio›$1.6M
Park Avenue Securities LLC134,587
0.0% of portfolio›$1.5K
CIBC Asset Management Inc132,834
0.0% of portfolio›$1.5M
Atria Investments, Inc128,605
0.0% of portfolio›$1.4M
Gamma Investing LLC106,068
0.0% of portfolio›$1.2M
Provenance Wealth Advisors, LLC104,546
0.1% of portfolio›$1.2M
Kathmere Capital Management, LLC100,194
0.1% of portfolio›$1.1M
HB Wealth Management, LLC94,974
0.0% of portfolio›$1.0M
Elevation Point Wealth Partners, LLC83,101
0.0% of portfolio›$918.2K
PDS Planning, Inc80,385
0.1% of portfolio›$888.3K
Leuthold Group, LLC80,030
0.1% of portfolio›$884.3K
Blue Trust, Inc.74,630
0.0% of portfolio›$824.7K
Xponance LLC74,323
0.0% of portfolio›$821.3K
Parallel Advisors, LLC72,868
0.0% of portfolio›$805.2K
Farther Finance Advisors, LLC72,392
0.0% of portfolio›$799.9K
Versant Capital Management, Inc71,044
0.1% of portfolio›$785.0K
Bailard, Inc.66,755
0.0% of portfolio›$737.7K
Abel Hall, LLC65,602
0.1% of portfolio›$724.9K
Harbour Capital Advisors, LLC65,310
0.1% of portfolio›$721.7K
Sagespring Wealth Partners, LLC61,954
0.0% of portfolio›$684.6K
Exchange Traded Concepts, LLC61,057
0.0% of portfolio›$674.7K
Apollon Wealth Management, LLC57,321
0.0% of portfolio›$633.4K
Channing Global Advisors, LLC55,572
0.3% of portfolio›$614.1K
Concurrent Investment Advisors, LLC52,424
0.0% of portfolio›$579.3K
Greenleaf Trust51,820
0.0% of portfolio›$572.6K
Kestra Advisory Services, LLC51,614
0.0% of portfolio›$570.3K
Davenport & Co LLC51,305
0.0% of portfolio›$566.9K
LVW Advisors, LLC50,888
0.0% of portfolio›$562.3K
SYM Financial Corp50,846
0.0% of portfolio›$561.8K
Aprio Wealth Management, LLC50,387
0.0% of portfolio›$556.8K
Trust Point Inc.49,524
0.0% of portfolio›$547.2K
Five Oceans Advisors49,492
0.2% of portfolio›$546.9K
Pinnacle Wealth Planning Services, Inc.48,873
0.1% of portfolio›$540.0K
Cambridge Investment Research Advisors, Inc.47,572
0.0% of portfolio›$526
Prime Capital Investment Advisors, LLC45,889
0.0% of portfolio›$507.1K
Sage Rhino Capital LLC45,504
0.1% of portfolio›$502.8K
55 North Private Wealth, LLC44,425
0.1% of portfolio›$490.9K
Valeo Financial Advisors, LLC42,968
0.0% of portfolio›$474.8K
Truist Financial Corp42,358
0.0% of portfolio›$468.1K
Commonwealth Equity Services, LLC39,215
0.0% of portfolio›$433.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management37,687
0.0% of portfolio›$416.4K
Syverson Strege & Co37,444
0.1% of portfolio›$413.8K
Anchyra Partners LLC36,766
0.1% of portfolio›$406.3K
Brighton Jones LLC36,670
0.0% of portfolio›$405.2K
Werba Rubin Papier Wealth Management36,490
0.0% of portfolio›$403.2K
First Affirmative Financial Network35,648
0.1% of portfolio›$393.9K
Greenspring Advisors, LLC34,808
0.0% of portfolio›$384.6K
EverSource Wealth Advisors, LLC33,239
0.0% of portfolio›$367.3K
Gallacher Capital Management LLC31,519
0.3% of portfolio›$348.3K
Ascent Group, LLC31,436
0.0% of portfolio›$347.4K
Riversedge Advisors, LLC30,810
0.0% of portfolio›$340.5K
Thrivent Financial for Lutherans30,695
0.0% of portfolio›$334
Cromwell Holdings LLC30,429
0.2% of portfolio›$336.2K
71 West Capital Partners30,199
0.0% of portfolio›$333.7K
Collaborative Fund Advisors, LLC30,137
0.2% of portfolio›$333.0K
Crestwood Advisors Group, LLC29,222
0.0% of portfolio›$322.9K
SmartHarvest Portfolios, LLC28,833
0.1% of portfolio›$318.6K
Fifth Third Bancorp26,544
0.0% of portfolio›$293.3K
Walkner Condon Financial Advisors LLC25,826
0.0% of portfolio›$285.4K
HUB Investment Partners, LLC24,798
0.0% of portfolio›$274.0K
Wedmont Private Capital24,394
0.0% of portfolio›$260.3K
Abacus Wealth Partners, LLC23,968
0.0% of portfolio›$264.8K
Carter Financial Group, Inc.22,817
0.1% of portfolio›$252.1K
Angeles Wealth Management, LLC22,407
0.0% of portfolio›$247.6K
Regions Financial Corp22,168
0.0% of portfolio›$245.0K
OpenArc Corporate Advisory, LLC22,007
0.0% of portfolio›$243.2K
Yousif Capital Management, LLC21,191
0.0% of portfolio›$234.2K
MGO One Seven LLC21,066
0.0% of portfolio›$232.8K
Fiduciary Financial Group, LLC20,962
0.0% of portfolio›$231.6K
First Command Advisory Services, Inc.19,838
0.0% of portfolio›$219.2K
Cornerstone Wealth Group, LLC19,621
0.0% of portfolio›$216.8K
Perigon Wealth Management, LLC19,390
0.0% of portfolio›$214.3K
Hilltop National Bank18,726
0.0% of portfolio›$206.9K
Canopy Partners, LLC18,290
0.1% of portfolio›$202.1K
Barry Investment Advisors, LLC17,880
0.0% of portfolio›$197.6K
XXI Wealth, LLC17,482
0.1% of portfolio›$193.2K
Traveka Wealth, LLC17,204
0.1% of portfolio›$190.1K
Frank, Rimerman Advisors LLC16,885
0.0% of portfolio›$186.6K
Diversify Wealth Management, LLC16,862
0.0% of portfolio›$172.3K
Diversify Advisory Services, LLC16,862
0.0% of portfolio›$172.3K
Klingman & Associates, LLC16,730
0.0% of portfolio›$184.9K
Avidian Wealth Enterprises, LLC16,523
0.0% of portfolio›$182.6K
Dynamic Advisor Solutions LLC16,330
0.0% of portfolio›$180.4K
SAX Wealth Advisors, LLC16,012
0.0% of portfolio›$176.9K
Moody National Bank Trust Division15,944
0.0% of portfolio›$176.2K
Vanguard Capital Wealth Advisors15,512
0.1% of portfolio›$171.4K
Seven Mile Advisory14,867
0.1% of portfolio›$164.3K
Western Financial Corp14,662
0.1% of portfolio›$162.0K
Avior Wealth Management, LLC14,523
0.0% of portfolio›$160.5K
V-Square Quantitative Management LLC14,355
0.0% of portfolio›$158.6K
Interchange Capital Partners, LLC14,354
0.0% of portfolio›$159.1K
Avestar Capital, LLC14,335
0.0% of portfolio›$158.4K
Aspiriant, LLC14,203
0.0% of portfolio›$156.9K
Paladin Wealth, LLC14,199
0.1% of portfolio›$156.9K
Indivisible Partners14,199
0.0% of portfolio›$156.9K
Sapient Capital LLC14,175
0.0% of portfolio›$156.6K
Calamos Advisors LLC14,134
0.0% of portfolio›$156.2K
XML Financial, LLC14,100
0.0% of portfolio›$155.8K
Nilsine Partners, LLC14,099
0.0% of portfolio›$155.8K
Simplicity Wealth,LLC13,912
0.0% of portfolio›$153.7K
May Hill Capital, LLC13,703
0.0% of portfolio›$151.4K
August Group Capital Ltd13,667
0.2% of portfolio›$151.0K
AlphaCore Capital LLC13,664
0.0% of portfolio›$151.0K
LifeGoal Investments, LLC13,544
0.0% of portfolio›$149.7K
Baron Wealth Management LLC13,301
0.0% of portfolio›$147.0K
Laurel OAK Wealth Management, LLC12,876
0.0% of portfolio›$142.3K
Prospect Financial Group LLC12,872
0.1% of portfolio›$142.2K
Sunpointe, LLC12,766
0.0% of portfolio›$141.1K
TD Private Client Wealth LLC12,687
0.0% of portfolio›$140.2K
Soltis Investment Advisors LLC12,519
0.0% of portfolio›$138.3K
RBA Wealth Management, LLC12,300
0.0% of portfolio›$135.9K
Enterprise Financial Services Corp12,155
0.1% of portfolio›$134.3K
Visionary Horizons, LLC11,985
0.1% of portfolio›$132.4K
Trilogy Capital Inc.11,984
0.0% of portfolio›$132.4K
Resonant Capital Advisors, LLC11,922
0.0% of portfolio›$131.7K
Rose Capital Advisors LLC11,824
0.0% of portfolio›$130.7K
Axiom Investment Management LLC11,672
0.1% of portfolio›$129.0K
Midwest Trust Co11,368
0.0% of portfolio›$125.6K
Foster Group, Inc.11,286
0.0% of portfolio›$124.7K
Fulton Bank, N.A.10,971
0.0% of portfolio›$121.2K
Owl Creek Wealth Partners LLC10,898
0.0% of portfolio›$120.4K
Sierra Ocean, LLC10,634
0.1% of portfolio›$117.5K
Warwick Investment Management, Inc.10,587
0.0% of portfolio›$117.0K
Acorn Creek Capital LLC10,493
0.0% of portfolio›$115.9K
Curated Wealth Partners LLC10,423
0.0% of portfolio›$115.2K
Global Wealth Strategies & Associates10,120
0.0% of portfolio›$111.8K
Manchester Capital Management LLC10,065
0.0% of portfolio›$111.2K
Imc-Chicago, LLC10,047
0.0% of portfolio›$111.0K
True Wealth Design, LLC9,430
0.0% of portfolio›$104.2K
Simplex Trading, LLC7,601
0.0% of portfolio›$84.0K
Salomon & Ludwin, LLC7,084
0.0% of portfolio›$78.3K
James T. Borello RIA6,758
0.0% of portfolio›$74.7K
Larson Financial Group LLC6,750
0.0% of portfolio›$74.6K
Parkside Financial Bank & Trust5,528
0.0% of portfolio›$61.1K
Grove Bank & Trust5,088
0.0% of portfolio›$56.2K
Private Trust Co NA4,931
0.0% of portfolio›$54.5K
Financial Consulate, Inc4,085
0.0% of portfolio›$45.1K
JFS Wealth Advisors, LLC4,044
0.0% of portfolio›$44.7K
Caitong International Asset Management Co., Ltd3,936
0.0% of portfolio›$43.5K
Root Financial Partners, LLC3,703
0.0% of portfolio›$40.9K
Cape Investment Advisory, Inc.3,556
0.0% of portfolio›$39.3K
Mather Group, Llc.3,482
0.0% of portfolio›$38.5K
Silver Grove Financial Group, Inc.3,476
0.0% of portfolio›$38.4K
Essential Partners LLC3,081
0.0% of portfolio›$34.0K
Triumph Capital Management2,878
0.0% of portfolio›$31.8K
IFP Advisors, Inc2,711
0.0% of portfolio›$30.0K
West Financial Advisors, LLC2,649
0.0% of portfolio›$29.3K
Nisa Investment Advisors, LLC2,595
0.0% of portfolio›$28.7K
Highline Wealth Partners LLC2,575
0.0% of portfolio›$28.5K
SJS Investment Consulting Inc.2,502
0.0% of portfolio›$27.6K
Bell Investment Advisors, Inc2,463
0.0% of portfolio›$27.2K
Elevation Wealth Partners, LLC2,438
0.0% of portfolio›$26.9K
Abound Wealth Management2,082
0.0% of portfolio›$23.0K
Ares Financial Consulting, LLC1,997
0.0% of portfolio›$22.1K
Cullen T Bankers, Inc.1,912
0.0% of portfolio›$21.1K
Elyxium Wealth, LLC1,812
0.0% of portfolio›$20.0K
Physician Wealth Advisors, Inc.1,584
0.0% of portfolio›$17.5K
Bare Financial Services, Inc1,576
0.0% of portfolio›$17.4K
Global Trust Asset Management, LLC1,326
0.0% of portfolio›$14.7K
Financial Management Professionals, Inc.1,083
0.0% of portfolio›$12.0K
Ascentis Wealth Management, LLC1,071
0.0% of portfolio›$11.8K
Proathlete Wealth Management LLC1,008
0.0% of portfolio›$11.1K
Signature Equity Partners, LLC1,004
0.0% of portfolio›$11.1K
Glass Jacobson Investment Advisors llc1,000
0.0% of portfolio›$11.1K
Acumen Wealth Advisors, LLC984
0.0% of portfolio›$10.9K
Plante Moran Financial Advisors, LLC921
0.0% of portfolio›$10.2K
UMB Private Wealth Management, LLC900
0.0% of portfolio›$9.9K
Spire Wealth Management880
0.0% of portfolio›$9.7K
Retirement Wealth Solutions LLC776
0.0% of portfolio›$8.6K
North Star Investment Management Corp.655
0.0% of portfolio›$7.2K
American Capital Advisory, LLC592
0.0% of portfolio›$6.5K
MV Capital Management, Inc.529
0.0% of portfolio›$5.8K
Jacobi Capital Management LLC521
0.0% of portfolio›$5.8K
Planning Strategies Inc.515
0.0% of portfolio›$5.7K
Creative Capital Management Investments LLC502
0.0% of portfolio›$5.5K
City Holding Co501
0.0% of portfolio›$5.5K
Independence Bank of Kentucky433
0.0% of portfolio›$4.8K
Nemes Rush Group LLC403
0.0% of portfolio›$4.5K
Gleason Group, Inc.381
0.0% of portfolio›$4.2K
Asset Dedication, LLC347
0.0% of portfolio›$3.8K
Rossby Financial, LCC346
0.0% of portfolio›$3.8K
Burk Holdings LLC343
0.0% of portfolio›$3.8K
Central Trust Co329
0.0% of portfolio›$3.6K
CX Institutional320
0.0% of portfolio›$4
Albion Financial Group258
0.0% of portfolio›$2.8K
Breakwater Investment Management250
0.0% of portfolio›$2.8K
Jnba Financial Advisors248
0.0% of portfolio›$2.7K
Trifecta Capital Advisors, LLC197
0.0% of portfolio›$2.2K
Monetary Solutions, Ltd153
0.0% of portfolio›$1.7K
Downshift Financial, LLC149
0.0% of portfolio›$1.6K
Noble Wealth Management PBC115
0.0% of portfolio›$1.3K
Mosley Wealth Management100
0.0% of portfolio›$1.0K
Foresight Capital Management Advisors, Inc.100
0.0% of portfolio›$1.1K
Creative Financial Designs Inc96
0.0% of portfolio›$1.1K
Meriwether Wealth & Planning, LLC93
0.0% of portfolio›$1.0K
Trust Co of Vermont75
0.0% of portfolio›$829
Center for Financial Planning, Inc.73
0.0% of portfolio›$806
Nvest Wealth Strategies, Inc.66
0.0% of portfolio›$730
Gilpin Wealth Management, LLC59
0.0% of portfolio›$652
Financial Network Wealth Advisors LLC56
0.0% of portfolio›$619
Arlington Trust Co LLC51
0.0% of portfolio›$564
CoreCap Advisors, LLC49
0.0% of portfolio›$541
Godsey & Gibb, Inc46
0.0% of portfolio›$509
StrongBox Wealth, LLC44
0.0% of portfolio›$486
Decker Retirement Planning Inc.28
0.0% of portfolio›$305
GHP Investment Advisors, Inc.10
0.0% of portfolio›$111
High Note Wealth, LLC3
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Artemis Investment Management LLP
7,433,017$82.1M0.7%GARPHighEdinburgh, United Kingdom2026-10-08
Creative Planning
2,126,126$23.5M0.0%IndexVery LowOverland Park, KS2026-11-02
US Bancorp \de\
881,957$9.7M0.0%IndexLowMinneapolis, MN2026-11-05
Augustine Asset Management Inc
807,552$8.9M1.9%GrowthVery LowJacksonville, FL2026-10-13
Bank of New York Mellon Corp
806,126$8.9M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
632,217$7.0M0.0%IndexLowAustin, TX2026-11-04
Quadrant Capital Group LLC
610,651$6.5M0.2%CoreLowCincinnati, OH2026-10-20
Crossmark Global Holdings, Inc.
595,910$6.6M0.1%GARPMediumHouston, TX2026-10-21
Gradient Investments LLC
583,103$6.4M0.1%CoreMediumArden Hills, MN2026-10-08
Calamos Wealth Management LLC
574,072$6.3M0.2%GrowthMediumNaperville, IL2026-11-02
Ethic Inc.
558,405$6.2M0.1%CoreLowNew York, NY2026-11-03
TD Waterhouse Canada Inc.
532,810$5.7M0.0%CoreLowToronto, Australia2026-10-16
Vise Technologies, Inc.
470,426$5.2M0.0%IndexLowNew York, NY2026-10-29
Assetmark, Inc
461,220$5.1M0.0%ETFLowConcord, CA2026-10-21
Citigroup Inc
450,662$5.0M0.0%CoreMediumNew York, NY2026-11-04
Altman Advisors, Inc.
376,231$4.2M1.5%CoreLowChicago, IL2026-11-05
Signaturefd, LLC
296,849$3.3M0.0%IndexLowAtlanta, GA2026-10-23
Factory Mutual Insurance Co
273,441$3.0M0.0%GrowthLowWaltham, MA2026-10-30
Evergreen Capital Management LLC
258,713$2.9M0.1%GARPMediumBellevue, WA2026-10-23
Compound Planning, Inc.
250,382$2.8M0.1%CoreLowNew York, NY2026-11-05
Prospera Financial Services Inc
226,866$2.2M0.0%CoreMediumDallas, TX2026-11-04
Aaron Wealth Advisors LLC
221,313$2.4M0.1%GrowthMediumChicago, IL2026-10-13
Capricorn Fund Managers Ltd
220,000$2.4M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Choreo, LLC
219,620$2.4M0.0%IndexLowRockford, IL2026-10-28
Lido Advisors, LLC
204,006$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Allspring Global Investments Holdings, LLC
192,112$2.1M0.0%CoreMediumCharlotte, NC2026-11-04
Keybank National Association
189,113$2.1M0.0%CoreLowBrooklyn, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
188,793$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Savant Capital, LLC
181,136$2.0M0.0%IndexVery LowRockford, IL2026-11-06
Ritholtz Wealth Management
179,108$2.0M0.0%IndexLowNew York, NY2026-11-05
BayBridge Capital Group, LLC
159,618$1.8M0.9%GARPMediumLivermore, CA2026-10-13
Themes Management Co LLC
141,909$1.6M1.0%GARPMediumGreenwich, CT2026-10-29
Park Avenue Securities LLC
134,587$1.5K0.0%ETFMediumNew York, NY2026-10-26
CIBC Asset Management Inc
132,834$1.5M0.0%GARPLowToronto, South Africa2026-11-05
Atria Investments, Inc
128,605$1.4M0.0%CoreMediumCharlotte, NC2026-10-15
Gamma Investing LLC
106,068$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
Provenance Wealth Advisors, LLC
104,546$1.2M0.1%ETFLowFort Lauderdale, FL2026-10-30
Kathmere Capital Management, LLC
100,194$1.1M0.1%ETFLowWayne, PA2026-10-20
HB Wealth Management, LLC
94,974$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Elevation Point Wealth Partners, LLC
83,101$918.2K0.0%CoreHighDenver, CO2026-11-05
PDS Planning, Inc
80,385$888.3K0.1%IndexVery LowDublin, OH2026-11-03
Leuthold Group, LLC
80,030$884.3K0.1%ValueMediumMinneapolis, MN2026-11-04
Blue Trust, Inc.
74,630$824.7K0.0%ETFLowBrentwood, TN2026-10-15
Xponance LLC
74,323$821.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Parallel Advisors, LLC
72,868$805.2K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
72,392$799.9K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
71,044$785.0K0.1%GARPLowPhoenix, AZ2026-10-02
Bailard, Inc.
66,755$737.7K0.0%GrowthMediumFoster City, CA2026-10-13
Abel Hall, LLC
65,602$724.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
Harbour Capital Advisors, LLC
65,310$721.7K0.1%GrowthLowTysons Corner, VA2026-10-13
Sagespring Wealth Partners, LLC
61,954$684.6K0.0%ETFLowFranklin, TN2026-10-22
Exchange Traded Concepts, LLC
61,057$674.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Apollon Wealth Management, LLC
57,321$633.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Channing Global Advisors, LLC
55,572$614.1K0.3%CoreMediumFort Lauderdale, FL2026-11-03
Concurrent Investment Advisors, LLC
52,424$579.3K0.0%GrowthMediumTampa, FL2026-10-16
Greenleaf Trust
51,820$572.6K0.0%CoreLowKalamazoo, MI2026-10-29
Kestra Advisory Services, LLC
51,614$570.3K0.0%CoreLowAustin, TX2026-11-02
Davenport & Co LLC
51,305$566.9K0.0%CoreMediumRichmond, VA2026-10-14
LVW Advisors, LLC
50,888$562.3K0.0%CoreMediumPittsford, NY2026-10-19
SYM Financial Corp
50,846$561.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Aprio Wealth Management, LLC
50,387$556.8K0.0%ETFMediumAtlanta, GA2026-10-28
Trust Point Inc.
49,524$547.2K0.0%CoreMediumLa Crosse, WI2026-10-27
Five Oceans Advisors
49,492$546.9K0.2%ETFVery LowCarlsbad, CA2026-10-22
Pinnacle Wealth Planning Services, Inc.
48,873$540.0K0.1%GARPLowMansfield, OH2026-10-27
Cambridge Investment Research Advisors, Inc.
47,572$5260.0%ETFLowFairfield, IA2026-11-02
Prime Capital Investment Advisors, LLC
45,889$507.1K0.0%ETFLowOverland Park, KS2026-10-20
Sage Rhino Capital LLC
45,504$502.8K0.1%ETFLowMenlo Park, CA2026-10-28
55 North Private Wealth, LLC
44,425$490.9K0.1%ETFLowWinter Park, FL2026-10-20
Valeo Financial Advisors, LLC
42,968$474.8K0.0%ETFLowCarmel, IN2026-10-08
Truist Financial Corp
42,358$468.1K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
39,215$433.3K0.0%ETFLowWaltham, MA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
37,687$416.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Syverson Strege & Co
37,444$413.8K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Anchyra Partners LLC
36,766$406.3K0.1%CoreLowAtlanta, GA2026-10-13
Brighton Jones LLC
36,670$405.2K0.0%CoreVery LowSeattle, WA2026-11-03
Werba Rubin Papier Wealth Management
36,490$403.2K0.0%ETFLowSan Jose, CA2026-11-06
First Affirmative Financial Network
35,648$393.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Greenspring Advisors, LLC
34,808$384.6K0.0%ETFVery LowTowson, MD2026-11-05
EverSource Wealth Advisors, LLC
33,239$367.3K0.0%CoreMediumBirmingham, AL2026-11-04
Gallacher Capital Management LLC
31,519$348.3K0.3%ValueMediumLone Tree, CO2026-10-30
Ascent Group, LLC
31,436$347.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Riversedge Advisors, LLC
30,810$340.5K0.0%ETFMediumWilmington, DE2026-10-09
Thrivent Financial for Lutherans
30,695$3340.0%GARPMediumMinneapolis, MN2026-11-05
Cromwell Holdings LLC
30,429$336.2K0.2%IndexLowJackson, WY2026-10-28
71 West Capital Partners
30,199$333.7K0.0%IndexVery LowBoston, MA2026-11-04
Collaborative Fund Advisors, LLC
30,137$333.0K0.2%GrowthVery HighReno, NV2026-11-02
Crestwood Advisors Group, LLC
29,222$322.9K0.0%GrowthLowBoston, MA2026-10-27
SmartHarvest Portfolios, LLC
28,833$318.6K0.1%GrowthLowSeattle, WA2026-10-26
Fifth Third Bancorp
26,544$293.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Walkner Condon Financial Advisors LLC
25,826$285.4K0.0%ETFLowVerona, WI2026-11-02
HUB Investment Partners, LLC
24,798$274.0K0.0%GrowthLowAustin, TX2026-11-03
Wedmont Private Capital
24,394$260.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Abacus Wealth Partners, LLC
23,968$264.8K0.0%ETFLowSanta Monica, CA2026-11-03
Carter Financial Group, Inc.
22,817$252.1K0.1%GrowthLowBarrington, IL2026-10-21
Angeles Wealth Management, LLC
22,407$247.6K0.0%ETFLowSanta Monica, CA2026-10-26
Regions Financial Corp
22,168$245.0K0.0%CoreLowBirmingham, AL2026-11-05
OpenArc Corporate Advisory, LLC
22,007$243.2K0.0%GrowthLowAtlanta, GA2026-10-21
Yousif Capital Management, LLC
21,191$234.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
MGO One Seven LLC
21,066$232.8K0.0%GrowthLowBeachwood, OH2026-10-28
Fiduciary Financial Group, LLC
20,962$231.6K0.0%ETFLowSan Rafael, CA2026-10-13
First Command Advisory Services, Inc.
19,838$219.2K0.0%IndexLowFort Worth, TX2026-11-05
Cornerstone Wealth Group, LLC
19,621$216.8K0.0%CoreMediumHuntersville, NC2026-11-02
Perigon Wealth Management, LLC
19,390$214.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Hilltop National Bank
18,726$206.9K0.0%CoreLowCasper, WY2026-10-14
Canopy Partners, LLC
18,290$202.1K0.1%GrowthLowCincinnati, OH2026-10-28
Barry Investment Advisors, LLC
17,880$197.6K0.0%ETFLowNew Bedford, MA2026-10-14
XXI Wealth, LLC
17,482$193.2K0.1%GrowthLowChicago, IL2026-10-22
Traveka Wealth, LLC
17,204$190.1K0.1%ETFLowLos Altos, CA2026-10-19
Frank, Rimerman Advisors LLC
16,885$186.6K0.0%GrowthLowPalo Alto, CA2026-10-16
Diversify Wealth Management, LLC
16,862$172.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
16,862$172.3K0.0%GrowthLowSandy, UT2026-10-20
Klingman & Associates, LLC
16,730$184.9K0.0%ETFVery LowNew York, NY2026-10-20
Avidian Wealth Enterprises, LLC
16,523$182.6K0.0%ETFLowHouston, TX2026-10-08
Dynamic Advisor Solutions LLC
16,330$180.4K0.0%ETFLowPhoenix, AZ2026-10-13
SAX Wealth Advisors, LLC
16,012$176.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Moody National Bank Trust Division
15,944$176.2K0.0%CoreMediumGalveston, TX2026-10-06
Vanguard Capital Wealth Advisors
15,512$171.4K0.1%GrowthMediumDenver, CO2026-10-16
Seven Mile Advisory
14,867$164.3K0.1%GrowthLowTallahassee, FL2026-10-22
Western Financial Corp
14,662$162.0K0.1%MomentumHighSan Diego, CA2026-10-14
Avior Wealth Management, LLC
14,523$160.5K0.0%ETFMediumOmaha, NE2026-10-13
V-Square Quantitative Management LLC
14,355$158.6K0.0%CoreLowChicago, IL2026-10-15
Interchange Capital Partners, LLC
14,354$159.1K0.0%GrowthLowPittsburgh, PA2026-10-28
Avestar Capital, LLC
14,335$158.4K0.0%GrowthLowNew York, NY2026-10-28
Aspiriant, LLC
14,203$156.9K0.0%ETFVery LowLos Angeles, CA2026-10-16
Paladin Wealth, LLC
14,199$156.9K0.1%CoreLowArden Hills, MN2026-10-23
Indivisible Partners
14,199$156.9K0.0%GrowthMediumClearwater, FL2026-10-26
Sapient Capital LLC
14,175$156.6K0.0%GrowthMediumIndianapolis, IN2026-10-08
Calamos Advisors LLC
14,134$156.2K0.0%GrowthMediumNaperville, IL2026-11-02
XML Financial, LLC
14,100$155.8K0.0%ETFLowBethesda, MD2026-10-29
Nilsine Partners, LLC
14,099$155.8K0.0%CoreMediumGreenwood Village, CO2026-11-02
Simplicity Wealth,LLC
13,912$153.7K0.0%ETFLowSummit, NJ2026-10-23
May Hill Capital, LLC
13,703$151.4K0.0%ETFLowCohasset, MA2026-11-03
August Group Capital Ltd
13,667$151.0K0.2%GrowthMediumToronto, Australia2026-10-14
AlphaCore Capital LLC
13,664$151.0K0.0%ETFLowLa Jolla, CA2026-11-04
LifeGoal Investments, LLC
13,544$149.7K0.0%ETFLowSaratoga Springs, NY2026-10-09
Baron Wealth Management LLC
13,301$147.0K0.0%CoreLowTroy, MI2026-10-27
Laurel OAK Wealth Management, LLC
12,876$142.3K0.0%GrowthLowMarlton, NJ2026-10-19
Prospect Financial Group LLC
12,872$142.2K0.1%ETFVery LowArlington, VA2026-11-05
Sunpointe, LLC
12,766$141.1K0.0%GrowthMediumSt. Louis, MO2026-10-22
TD Private Client Wealth LLC
12,687$140.2K0.0%ETFLowNew York, NY2026-10-28
Soltis Investment Advisors LLC
12,519$138.3K0.0%CoreMediumSt. George, UT2026-10-28
RBA Wealth Management, LLC
12,300$135.9K0.0%ValueMediumNewport Beach, CA2026-10-28
Enterprise Financial Services Corp
12,155$134.3K0.1%CoreVery LowClayton, MO2026-11-03
Visionary Horizons, LLC
11,985$132.4K0.1%ETFLowKnoxville, TN2026-10-22
Trilogy Capital Inc.
11,984$132.4K0.0%ETFMediumIrvine, CA2026-10-20
Resonant Capital Advisors, LLC
11,922$131.7K0.0%ETFLowMadison, WI2026-10-15
Rose Capital Advisors LLC
11,824$130.7K0.0%ETFN/AMiami Beach, FL2026-11-04
Axiom Investment Management LLC
11,672$129.0K0.1%CoreN/ANew York, NY2026-11-03
Midwest Trust Co
11,368$125.6K0.0%CoreLowOverland Park, KS2026-10-22
Foster Group, Inc.
11,286$124.7K0.0%ETFVery LowUrbandale, IA2026-10-13
Fulton Bank, N.A.
10,971$121.2K0.0%CoreLowLancaster, PA2026-10-14
Owl Creek Wealth Partners LLC
10,898$120.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Sierra Ocean, LLC
10,634$117.5K0.1%ETFLowRipon, CA2026-11-03
Warwick Investment Management, Inc.
10,587$117.0K0.0%ETFLowBryan, TX2026-10-19
Acorn Creek Capital LLC
10,493$115.9K0.0%ETFLowFort Collins, CO2026-11-05
Curated Wealth Partners LLC
10,423$115.2K0.0%GARPLowEl Segundo, CA2026-10-15
Global Wealth Strategies & Associates
10,120$111.8K0.0%ETFLowDenver, CO2026-10-02
Manchester Capital Management LLC
10,065$111.2K0.0%CoreLowManchester, VT2026-10-22
Imc-Chicago, LLC
10,047$111.0K0.0%GARPVery HighChicago, IL2026-11-05
True Wealth Design, LLC
9,430$104.2K0.0%ETFMediumAkron, OH2026-10-13
Simplex Trading, LLC
7,601$84.0K0.0%CoreVery HighChicago, IL2026-11-04
Salomon & Ludwin, LLC
7,084$78.3K0.0%ETFVery LowRichmond, VA2026-10-29
James T. Borello RIA
6,758$74.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Larson Financial Group LLC
6,750$74.6K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
5,528$61.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Grove Bank & Trust
5,088$56.2K0.0%ETFLowMiami, FL2026-10-08
Private Trust Co NA
4,931$54.5K0.0%CoreLowCleveland, OH2026-10-20
Financial Consulate, Inc
4,085$45.1K0.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
4,044$44.7K0.0%ETFVery LowHermitage, PA2026-11-03
Caitong International Asset Management Co., Ltd
3,936$43.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
3,703$40.9K0.0%ETFMediumEncinitas, CA2026-10-21
Cape Investment Advisory, Inc.
3,556$39.3K0.0%ETFLowMcdonough, GA2026-10-13
Mather Group, Llc.
3,482$38.5K0.0%ETFMediumChicago, IL2026-10-14
Silver Grove Financial Group, Inc.
3,476$38.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Essential Partners LLC
3,081$34.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Triumph Capital Management
2,878$31.8K0.0%ETFMediumDenver, CO2026-10-14
IFP Advisors, Inc
2,711$30.0K0.0%GrowthLowTampa, FL2026-10-16
West Financial Advisors, LLC
2,649$29.3K0.0%ETFLowDes Moines, IA2026-10-22
Nisa Investment Advisors, LLC
2,595$28.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Highline Wealth Partners LLC
2,575$28.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
SJS Investment Consulting Inc.
2,502$27.6K0.0%ETFVery LowSylvania, OH2026-10-26
Bell Investment Advisors, Inc
2,463$27.2K0.0%ETFVery LowOrinda, CA2026-10-29
Elevation Wealth Partners, LLC
2,438$26.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Abound Wealth Management
2,082$23.0K0.0%ETFVery LowFranklin, TN2026-10-26
Ares Financial Consulting, LLC
1,997$22.1K0.0%CoreLowCalabasas, CA2026-10-19
Cullen T Bankers, Inc.
1,912$21.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Elyxium Wealth, LLC
1,812$20.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Physician Wealth Advisors, Inc.
1,584$17.5K0.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
1,576$17.4K0.0%ETFVery LowGap, PA2026-11-04
Global Trust Asset Management, LLC
1,326$14.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Financial Management Professionals, Inc.
1,083$12.0K0.0%ETFMediumAustin, TX2026-10-23
Ascentis Wealth Management, LLC
1,071$11.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Proathlete Wealth Management LLC
1,008$11.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Signature Equity Partners, LLC
1,004$11.1K0.0%GrowthMediumColumbus, OH2026-10-29
Glass Jacobson Investment Advisors llc
1,000$11.1K0.0%ETFLowOwings Mills, MD2026-10-26
Acumen Wealth Advisors, LLC
984$10.9K0.0%GrowthHighChattanooga, TN2026-11-05
Plante Moran Financial Advisors, LLC
921$10.2K0.0%ETFVery LowSouthfield, MI2026-11-04
UMB Private Wealth Management, LLC
900$9.9K0.0%GrowthN/AKansas City, MO2026-10-19
Spire Wealth Management
880$9.7K0.0%GrowthMediumMclean, VA2026-10-30
Retirement Wealth Solutions LLC
776$8.6K0.0%ETFLowMarshfield, WI2026-10-07
North Star Investment Management Corp.
655$7.2K0.0%CoreLowChicago, IL2026-10-27
American Capital Advisory, LLC
592$6.5K0.0%ETFLowKetchum, ID2026-10-28
MV Capital Management, Inc.
529$5.8K0.0%ETFLowBethesda, MD2026-10-29
Jacobi Capital Management LLC
521$5.8K0.0%CoreLowPittston, PA2026-11-05
Planning Strategies Inc.
515$5.7K0.0%ETFN/ALancaster, PA2026-10-02
Creative Capital Management Investments LLC
502$5.5K0.0%ETFLowSan Diego, CA2026-10-28
City Holding Co
501$5.5K0.0%CoreLowCharleston, WV2026-10-19
Independence Bank of Kentucky
433$4.8K0.0%GrowthLowOwensboro, KY2026-10-26
Nemes Rush Group LLC
403$4.5K0.0%CoreVery LowNovi, MI2026-11-04
Gleason Group, Inc.
381$4.2K0.0%ETFVery LowProspect, KY2026-10-15
Asset Dedication, LLC
347$3.8K0.0%ETFLowSan Francisco, CA2026-11-03
Rossby Financial, LCC
346$3.8K0.0%ETFMediumMelbourne, FL2026-11-05
Burk Holdings LLC
343$3.8K0.0%ETFVery LowTulsa, OK2026-11-05
Central Trust Co
329$3.6K0.0%CoreLowJefferson City, MO2026-11-05
CX Institutional
320$40.0%CoreMediumAuburn, IN2026-10-02
Albion Financial Group
258$2.8K0.0%GrowthLowSalt Lake City, UT2026-10-21
Breakwater Investment Management
250$2.8K0.0%ETFLowSeattle, WA2026-10-20
Jnba Financial Advisors
248$2.7K0.0%ETFMediumBloomington, MN2026-11-03
Trifecta Capital Advisors, LLC
197$2.2K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Monetary Solutions, Ltd
153$1.7K0.0%ETFVery LowDayton, OH2026-10-22
Downshift Financial, LLC
149$1.6K0.0%ETFLowBoulder, CO2026-10-13
Noble Wealth Management PBC
115$1.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Mosley Wealth Management
100$1.0K0.0%ETFHighAnaheim, CA2026-10-16
Foresight Capital Management Advisors, Inc.
100$1.1K0.0%CoreMediumSaline, MI2026-10-27
Creative Financial Designs Inc
96$1.1K0.0%ETFMediumKokomo, IN2026-11-04
Meriwether Wealth & Planning, LLC
93$1.0K0.0%ETFMediumMinden, LA2026-10-13
Trust Co of Vermont
75$8290.0%CoreVery LowBrattleboro, VT2026-10-21
Center for Financial Planning, Inc.
73$8060.0%ETFLowSouthfied, MI2026-10-26
Nvest Wealth Strategies, Inc.
66$7300.0%ETFVery LowPowell, OH2026-10-14
Gilpin Wealth Management, LLC
59$6520.0%GrowthLowDenver, CO2026-10-09
Financial Network Wealth Advisors LLC
56$6190.0%ETFLowMurray, UT2026-10-28
Arlington Trust Co LLC
51$5640.0%ETFMediumBirmingham, AL2026-10-20
CoreCap Advisors, LLC
49$5410.0%ETFMediumSouthfield, MI2026-10-08
Godsey & Gibb, Inc
46$5090.0%CoreLowRichmond, VA2026-10-14
StrongBox Wealth, LLC
44$4860.0%GrowthLowLee'S Summit, MO2026-11-02
Decker Retirement Planning Inc.
28$3050.0%Agg GrowthVery HighLevi, UT2026-10-19
GHP Investment Advisors, Inc.
10$1110.0%CoreVery LowDenver, CO2026-10-15
High Note Wealth, LLC
3$330.0%ETFVery LowDeephaven, MN2026-10-27