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Morningstar Inc (MORN)

CUSIP: 617700109 | NYSE | Financial Services · Financial Data & Stock Exchanges | Mid Cap | 1283 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/ABlackRock, Inc.1,821,3674.9%Newly reportedSep 30, 202692d ahead of 13F (2,081,736 sh) · −260,369
13G/ADaniel Mansueto3,752,04610.0%New 5%+ stakeJul 29, 2026No 13F filer matched
13G/AJoseph D. Mansueto14,709,75939.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.1,821,367
4.9% of class · Sep 30, 2026Newly reported
92d ahead of 13F (2,081,736 sh) · −260,369
13G/ADaniel Mansueto3,752,046
10.0% of class · Jul 29, 2026New 5%+ stake
No 13F filer matched
13G/AJoseph D. Mansueto14,709,759
39.2% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP630,628
0.0% of portfolio›$119.8M
Copeland Capital Management, LLC333,586
1.5% of portfolio›$63.4M
Confluence Investment Management LLC149,383
0.5% of portfolio›$28.4M
Principal Financial Group Inc71,572
0.0% of portfolio›$13.6M
Chicago Capital, LLC60,436
0.3% of portfolio›$11.5M
Candriam S.C.A.51,944
0.0% of portfolio›$9.9M
DekaBank Deutsche Girozentrale37,600
0.0% of portfolio›$7.1K
Creative Planning34,278
0.0% of portfolio›$6.5M
Allspring Global Investments Holdings, LLC27,275
0.0% of portfolio›$5.2M
State of Alaska, Department of Revenue23,351
0.0% of portfolio›$4.4K
GHP Investment Advisors, Inc.22,849
0.2% of portfolio›$4.3M
Retirement Systems of Alabama19,734
0.0% of portfolio›$3.8M
Wealth Enhancement Advisory Services, LLC18,782
0.0% of portfolio›$3.5M
Cardinal Capital Management15,939
0.4% of portfolio›$3.0M
Y-Intercept (Hong Kong) Ltd14,429
0.1% of portfolio›$2.7M
Berkeley, Inc13,494
0.8% of portfolio›$2.6M
TD Waterhouse Canada Inc.13,031
0.0% of portfolio›$2.5M
Virginia Retirement Systems ET Al11,600
0.0% of portfolio›$2.2M
Citigroup Inc11,121
0.0% of portfolio›$2.1M
Aviance Capital Partners, LLC9,427
0.2% of portfolio›$1.8M
Amalgamated Bank8,759
0.0% of portfolio›$1.7K
Linden Thomas Advisory Services, LLC8,647
0.1% of portfolio›$1.6M
Motley Fool Asset Management LLC8,573
0.1% of portfolio›$1.6M
Bright Rock Capital Management, LLC7,500
0.3% of portfolio›$1.4M
Ceera Investments, LLC7,061
0.5% of portfolio›$1.3M
Mutual of America Capital Management LLC6,976
0.0% of portfolio›$1.3M
Atria Investments, Inc6,942
0.0% of portfolio›$1.3M
Azzad Asset Management Inc6,685
0.1% of portfolio›$1.3M
New York State Teachers Retirement System6,660
0.0% of portfolio›$1.3K
State of New Jersey Common Pension Fund D6,624
0.0% of portfolio›$1.3M
Truist Financial Corp6,061
0.0% of portfolio›$1.2M
Wedbush Securities Inc5,895
0.0% of portfolio›$1.1K
Louisiana State Employees Retirement System5,700
0.0% of portfolio›$1.1M
Arizona State Retirement System5,624
0.0% of portfolio›$1.1M
Sepio Capital, LP5,227
0.0% of portfolio›$993.3K
Achmea Investment Management B.V.5,000
0.0% of portfolio›$951.0K
Yousif Capital Management, LLC4,934
0.0% of portfolio›$937.7K
Brighton Jones LLC4,698
0.0% of portfolio›$892.8K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,567
0.0% of portfolio›$867.9K
State of Michigan Retirement System4,500
0.0% of portfolio›$855.2K
Park Avenue Securities LLC4,423
0.0% of portfolio›$841
Harbor Capital Advisors, Inc.4,349
0.0% of portfolio›$826
Bradyco, Inc.4,164
0.5% of portfolio›$791.3K
Martin Capital Advisors, LLP4,086
0.4% of portfolio›$776.5K
Exchange Traded Concepts, LLC4,055
0.0% of portfolio›$770.6K
Oregon Public Employees Retirement Fund3,943
0.0% of portfolio›$749.3K
HB Wealth Management, LLC3,827
0.0% of portfolio›$727.3K
Pictet Asset Management Holding SA3,326
0.0% of portfolio›$632.1K
Chicago Partners Investment Group LLC3,074
0.0% of portfolio›$691.3K
Intrua Financial, LLC2,697
0.0% of portfolio›$512.6K
Lecap Asset Management LTD2,558
0.2% of portfolio›$486.1K
Xponance LLC2,430
0.0% of portfolio›$461.8K
Swiss Life Asset Management Ltd2,310
0.0% of portfolio›$439.0K
Redmond Asset Management, LLC2,296
0.1% of portfolio›$436.3K
YHB Investment Advisors, Inc.2,090
0.0% of portfolio›$397.2K
Keeler Thomas Management LLC2,057
0.2% of portfolio›$390.9K
Citizens Financial Group Inc1,977
0.0% of portfolio›$375.7K
Commonwealth Equity Services, LLC1,932
0.0% of portfolio›$367.2K
Malaga Cove Capital, LLC1,931
0.1% of portfolio›$367.0K
Kestra Advisory Services, LLC1,909
0.0% of portfolio›$362.8K
Krilogy Financial LLC1,880
0.0% of portfolio›$384.1K
Spectrum Asset Management, Inc. (NB )1,834
0.1% of portfolio›$348.5K
Kornitzer Capital Management Inc1,777
0.0% of portfolio›$337.7K
HUB Investment Partners, LLC1,615
0.0% of portfolio›$306.9K
Lido Advisors, LLC1,604
0.0% of portfolio›$304.8K
NorthCrest Asset Manangement, LLC1,480
0.0% of portfolio›$300.1K
Simplicity Wealth,LLC1,468
0.0% of portfolio›$279.0K
Vise Technologies, Inc.1,463
0.0% of portfolio›$278.1K
AlphaCore Capital LLC1,443
0.0% of portfolio›$274.2K
Crestwood Advisors Group, LLC1,418
0.0% of portfolio›$269.5K
Curated Wealth Partners LLC1,383
0.0% of portfolio›$262.8K
Olympiad Research LP1,334
0.3% of portfolio›$253.5K
Crossmark Global Holdings, Inc.1,306
0.0% of portfolio›$248.2K
Evergreen Capital Management LLC1,265
0.0% of portfolio›$240.4K
1620 Investment Advisors, Inc.1,225
0.1% of portfolio›$232.8K
CIBC Asset Management Inc1,224
0.0% of portfolio›$232.6K
Connecticut Capital Management Group, LLC1,119
0.2% of portfolio›$212.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,085
0.0% of portfolio›$206.2K
EverSource Wealth Advisors, LLC1,070
0.0% of portfolio›$203.3K
VestGen Advisors, LLC1,065
0.0% of portfolio›$202.4K
Fulcrum Asset Management LLP898
0.0% of portfolio›$167.3K
Parallel Advisors, LLC868
0.0% of portfolio›$165.0K
Essential Partners LLC743
0.1% of portfolio›$141.2K
Versant Capital Management, Inc726
0.0% of portfolio›$138.0K
Signaturefd, LLC662
0.0% of portfolio›$125.8K
KBC Group NV659
0.0% of portfolio›$125
Farther Finance Advisors, LLC652
0.0% of portfolio›$123.9K
Root Financial Partners, LLC558
0.0% of portfolio›$106.0K
Sterling Capital Management LLC523
0.0% of portfolio›$99.4K
SJS Investment Consulting Inc.462
0.0% of portfolio›$87.8K
IFP Advisors, Inc403
0.0% of portfolio›$76.6K
Nisa Investment Advisors, LLC403
0.0% of portfolio›$76.6K
Gamma Investing LLC365
0.0% of portfolio›$69.4K
State of Wyoming353
0.0% of portfolio›$67.1K
Parkside Financial Bank & Trust344
0.0% of portfolio›$65.4K
Bokf, NA325
0.0% of portfolio›$61.8K
Strs Ohio264
0.0% of portfolio›$50.2K
True Wealth Design, LLC247
0.0% of portfolio›$46.9K
Fortitude Family Office, LLC234
0.0% of portfolio›$44.5K
Covestor Ltd221
0.0% of portfolio›$42
WPG Advisers, LLC159
0.0% of portfolio›$30.2K
Grove Bank & Trust158
0.0% of portfolio›$30.0K
Cassaday & Co Wealth Management LLC155
0.0% of portfolio›$29.5K
Bayforest Capital Ltd153
0.0% of portfolio›$29.1K
Elyxium Wealth, LLC137
0.0% of portfolio›$26.0K
Assetmark, Inc122
0.0% of portfolio›$23.2K
MassMutual Private Wealth & Trust, FSB119
0.0% of portfolio›$22.6K
Elevation Wealth Partners, LLC109
0.0% of portfolio›$20.7K
Mitsubishi UFJ Asset Management Co., Ltd.107
0.0% of portfolio›$20.3K
Salomon & Ludwin, LLC94
0.0% of portfolio›$17.9K
Hughes Financial Services, LLC87
0.0% of portfolio›$19.4K
Private Trust Co NA84
0.0% of portfolio›$16.0K
Bradley & Co. Private Wealth Management, LLC83
0.0% of portfolio›$15.8K
North Star Investment Management Corp.82
0.0% of portfolio›$15.6K
Simplex Trading, LLC80
0.0% of portfolio›$15.2K
Pinnacle Wealth Planning Services, Inc.79
0.0% of portfolio›$15.0K
Cedar Mountain Advisors, LLC78
0.0% of portfolio›$14.7K
Provenance Wealth Advisors, LLC75
0.0% of portfolio›$14.3K
CoreCap Advisors, LLC72
0.0% of portfolio›$13.7K
Activest Wealth Management72
0.0% of portfolio›$13.7K
Eastern Bank67
0.0% of portfolio›$12.7K
Bell Investment Advisors, Inc57
0.0% of portfolio›$10.8K
KFG LLC55
0.0% of portfolio›$10.5K
American National Bank & Trust51
0.0% of portfolio›$9.7K
Buck Wealth Strategies, LLC45
0.0% of portfolio›$8.6K
Capital Advisors, Ltd. LLC43
0.0% of portfolio›$8
Blue Trust, Inc.36
0.0% of portfolio›$6.8K
Creative Financial Designs Inc33
0.0% of portfolio›$6.3K
TD Private Client Wealth LLC31
0.0% of portfolio›$5.9K
James T. Borello RIA28
0.0% of portfolio›$5.3K
Caitong International Asset Management Co., Ltd25
0.0% of portfolio›$4.8K
High Note Wealth, LLC25
0.0% of portfolio›$4.8K
Farmers & Merchants Investments Inc22
0.0% of portfolio›$4.2K
MJT & Associates Financial Advisory Group, Inc.18
0.0% of portfolio›$3.4K
JFS Wealth Advisors, LLC14
0.0% of portfolio›$2.7K
Manchester Capital Management LLC13
0.0% of portfolio›$2.5K
Horizon Financial Services, LLC8
0.0% of portfolio›$1.5K
Planning Strategies Inc.8
0.0% of portfolio›$1.5K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.1K
Ascentis Wealth Management, LLC6
0.0% of portfolio›$1.1K
Compass Financial Management LLC6
0.0% of portfolio›$1.1K
Burk Holdings LLC5
0.0% of portfolio›$950
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$950
Private Wealth Management Group, LLC4
0.0% of portfolio›$761
USA Financial Formulas4
0.0% of portfolio›$760
Creative Capital Management Investments LLC3
0.0% of portfolio›$570
Quaker Wealth Management, LLC3
0.0% of portfolio›$571
SBI Securities Co., Ltd.3
0.0% of portfolio›$570
Breakwater Investment Management3
0.0% of portfolio›$571
Torren Management, LLC3
0.0% of portfolio›$570
Valley National Advisers Inc3
0.0% of portfolio›$571
Country Trust Bank3
0.0% of portfolio›$570
Spire Wealth Management3
0.0% of portfolio›$504
Cromwell Holdings LLC2
0.0% of portfolio›$380
American Capital Advisory, LLC1
0.0% of portfolio›$191
DecisionPoint Financial, LLC1
0.0% of portfolio›$192
TFC Financial Management, Inc.1
0.0% of portfolio›$191
GK Wealth Management LLC1
0.0% of portfolio›$258
Proathlete Wealth Management LLC1
0.0% of portfolio›$190
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
630,628$119.8M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
333,586$63.4M1.5%ValueMediumConshohocken, PA2026-10-13
Confluence Investment Management LLC
149,383$28.4M0.5%ValueMediumSt. Louis, MO2026-10-01
Principal Financial Group Inc
71,572$13.6M0.0%CoreLowDes Moines, IA2026-11-02
Chicago Capital, LLC
60,436$11.5M0.3%GrowthLowChicago, IL2026-10-13
Candriam S.C.A.
51,944$9.9M0.0%GrowthMediumStrassen, Netherlands2026-11-03
DekaBank Deutsche Girozentrale
37,600$7.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
34,278$6.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
27,275$5.2M0.0%CoreMediumCharlotte, NC2026-11-04
State of Alaska, Department of Revenue
23,351$4.4K0.0%CoreVery LowJuneau, AK2026-10-15
GHP Investment Advisors, Inc.
22,849$4.3M0.2%CoreVery LowDenver, CO2026-10-15
Retirement Systems of Alabama
19,734$3.8M0.0%IndexLowMontgomery, AL2026-11-04
Wealth Enhancement Advisory Services, LLC
18,782$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Cardinal Capital Management
15,939$3.0M0.4%ValueVery LowRaleigh, NC2026-10-21
Y-Intercept (Hong Kong) Ltd
14,429$2.7M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Berkeley, Inc
13,494$2.6M0.8%CoreLowBoise, ID2026-10-20
TD Waterhouse Canada Inc.
13,031$2.5M0.0%CoreLowToronto, Australia2026-10-16
Virginia Retirement Systems ET Al
11,600$2.2M0.0%CoreMediumRichmond, VA2026-10-28
Citigroup Inc
11,121$2.1M0.0%CoreMediumNew York, NY2026-11-04
Aviance Capital Partners, LLC
9,427$1.8M0.2%CoreLowNaples, FL2026-10-29
Amalgamated Bank
8,759$1.7K0.0%CoreVery LowNew York, NY2026-10-23
Linden Thomas Advisory Services, LLC
8,647$1.6M0.1%CoreLowCharlotte, NC2026-10-19
Motley Fool Asset Management LLC
8,573$1.6M0.1%GrowthMediumAlexandria, VA2026-10-27
Bright Rock Capital Management, LLC
7,500$1.4M0.3%CoreMediumHanover, MA2026-10-05
Ceera Investments, LLC
7,061$1.3M0.5%CoreMediumBellaire, TX2026-11-02
Mutual of America Capital Management LLC
6,976$1.3M0.0%IndexLowNew York, NY2026-10-23
Atria Investments, Inc
6,942$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
Azzad Asset Management Inc
6,685$1.3M0.1%GrowthMediumFalls Church, VA2026-11-04
New York State Teachers Retirement System
6,660$1.3K0.0%CoreVery LowAlbany, NY2026-10-22
State of New Jersey Common Pension Fund D
6,624$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Truist Financial Corp
6,061$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Wedbush Securities Inc
5,895$1.1K0.0%CoreLowPasadena, CA2026-10-22
Louisiana State Employees Retirement System
5,700$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
5,624$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Sepio Capital, LP
5,227$993.3K0.0%ETFLowSalt Lake City, UT2026-10-22
Achmea Investment Management B.V.
5,000$951.0K0.0%CoreMediumZeist, Philippines2026-10-30
Yousif Capital Management, LLC
4,934$937.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Brighton Jones LLC
4,698$892.8K0.0%CoreVery LowSeattle, WA2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,567$867.9K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
4,500$855.2K0.0%IndexLowEast Lansing, MI2026-10-27
Park Avenue Securities LLC
4,423$8410.0%ETFMediumNew York, NY2026-10-26
Harbor Capital Advisors, Inc.
4,349$8260.0%ValueHighChicago, IL2026-10-22
Bradyco, Inc.
4,164$791.3K0.5%CoreVery LowCambridge, MA2026-11-03
Martin Capital Advisors, LLP
4,086$776.5K0.4%GrowthVery LowSan Antonio, TX2026-10-15
Exchange Traded Concepts, LLC
4,055$770.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Oregon Public Employees Retirement Fund
3,943$749.3K0.0%IndexVery LowTigard, OR2026-10-30
HB Wealth Management, LLC
3,827$727.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
3,326$632.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Chicago Partners Investment Group LLC
3,074$691.3K0.0%GARPLowChicago, IL2026-10-27
Intrua Financial, LLC
2,697$512.6K0.0%ETFMediumHouston, TX2026-10-28
Lecap Asset Management LTD
2,558$486.1K0.2%ValueVery HighLondon, United Kingdom2026-10-27
Xponance LLC
2,430$461.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
2,310$439.0K0.0%CoreLowZurich, Switzerland2026-11-03
Redmond Asset Management, LLC
2,296$436.3K0.1%CoreLowHenrico, VA2026-10-27
YHB Investment Advisors, Inc.
2,090$397.2K0.0%GrowthLowWest Hartford, CT2026-10-08
Keeler Thomas Management LLC
2,057$390.9K0.2%CoreHighOrem, UT2026-10-29
Citizens Financial Group Inc
1,977$375.7K0.0%GrowthLowProvidence, RI2026-10-23
Commonwealth Equity Services, LLC
1,932$367.2K0.0%ETFLowWaltham, MA2026-11-02
Malaga Cove Capital, LLC
1,931$367.0K0.1%GrowthLowPv Estates, CA2026-10-23
Kestra Advisory Services, LLC
1,909$362.8K0.0%CoreLowAustin, TX2026-11-02
Krilogy Financial LLC
1,880$384.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Spectrum Asset Management, Inc. (NB )
1,834$348.5K0.1%CoreMediumNewport Beach, CA2026-10-19
Kornitzer Capital Management Inc
1,777$337.7K0.0%CoreLowShawnee Mission, KS2026-11-03
HUB Investment Partners, LLC
1,615$306.9K0.0%GrowthLowAustin, TX2026-11-03
Lido Advisors, LLC
1,604$304.8K0.0%GrowthLowLos Angeles, CA2026-11-04
NorthCrest Asset Manangement, LLC
1,480$300.1K0.0%GrowthLowPlymouth, MN2026-10-13
Simplicity Wealth,LLC
1,468$279.0K0.0%ETFLowSummit, NJ2026-10-23
Vise Technologies, Inc.
1,463$278.1K0.0%IndexLowNew York, NY2026-10-29
AlphaCore Capital LLC
1,443$274.2K0.0%ETFLowLa Jolla, CA2026-11-04
Crestwood Advisors Group, LLC
1,418$269.5K0.0%GrowthLowBoston, MA2026-10-27
Curated Wealth Partners LLC
1,383$262.8K0.0%GARPLowEl Segundo, CA2026-10-15
Olympiad Research LP
1,334$253.5K0.3%Deep ValueVery HighStamford, CT2026-11-04
Crossmark Global Holdings, Inc.
1,306$248.2K0.0%GARPMediumHouston, TX2026-10-21
Evergreen Capital Management LLC
1,265$240.4K0.0%GARPMediumBellevue, WA2026-10-23
1620 Investment Advisors, Inc.
1,225$232.8K0.1%ValueLowPlymouth, MA2026-11-04
CIBC Asset Management Inc
1,224$232.6K0.0%GARPLowToronto, South Africa2026-11-05
Connecticut Capital Management Group, LLC
1,119$212.7K0.2%GrowthLowMilford, CT2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,085$206.2K0.0%GrowthVery LowSeattle, WA2026-10-27
EverSource Wealth Advisors, LLC
1,070$203.3K0.0%CoreMediumBirmingham, AL2026-11-04
VestGen Advisors, LLC
1,065$202.4K0.0%GrowthMediumChicago, IL2026-10-27
Fulcrum Asset Management LLP
898$167.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Parallel Advisors, LLC
868$165.0K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
743$141.2K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Versant Capital Management, Inc
726$138.0K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
662$125.8K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
659$1250.0%CoreMediumBrussels, Czech Republic2026-10-22
Farther Finance Advisors, LLC
652$123.9K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
558$106.0K0.0%ETFMediumEncinitas, CA2026-10-21
Sterling Capital Management LLC
523$99.4K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
462$87.8K0.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
403$76.6K0.0%GrowthLowTampa, FL2026-10-16
Nisa Investment Advisors, LLC
403$76.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
365$69.4K0.0%IndexVery LowFoster City, CA2026-10-08
State of Wyoming
353$67.1K0.0%ValueHighCheyenne, WY2026-10-28
Parkside Financial Bank & Trust
344$65.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bokf, NA
325$61.8K0.0%CoreLowTulsa, OK2026-10-27
Strs Ohio
264$50.2K0.0%CoreMediumColumbus, OH2026-10-30
True Wealth Design, LLC
247$46.9K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
234$44.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Covestor Ltd
221$420.0%ValueHighLondon, United Kingdom2026-10-30
WPG Advisers, LLC
159$30.2K0.0%CoreLowBaltimore, MD2026-10-27
Grove Bank & Trust
158$30.0K0.0%ETFLowMiami, FL2026-10-08
Cassaday & Co Wealth Management LLC
155$29.5K0.0%ETFVery LowMclean, VA2026-10-27
Bayforest Capital Ltd
153$29.1K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Elyxium Wealth, LLC
137$26.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Assetmark, Inc
122$23.2K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
119$22.6K0.0%CoreLowSpringfield, MA2026-10-05
Elevation Wealth Partners, LLC
109$20.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
107$20.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Salomon & Ludwin, LLC
94$17.9K0.0%ETFVery LowRichmond, VA2026-10-29
Hughes Financial Services, LLC
87$19.4K0.0%ETFLowHerndon, VA2026-10-30
Private Trust Co NA
84$16.0K0.0%CoreLowCleveland, OH2026-10-20
Bradley & Co. Private Wealth Management, LLC
83$15.8K0.0%CoreVery LowMiami, FL2026-10-23
North Star Investment Management Corp.
82$15.6K0.0%CoreLowChicago, IL2026-10-27
Simplex Trading, LLC
80$15.2K0.0%CoreVery HighChicago, IL2026-11-04
Pinnacle Wealth Planning Services, Inc.
79$15.0K0.0%GARPLowMansfield, OH2026-10-27
Cedar Mountain Advisors, LLC
78$14.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Provenance Wealth Advisors, LLC
75$14.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
CoreCap Advisors, LLC
72$13.7K0.0%ETFMediumSouthfield, MI2026-10-08
Activest Wealth Management
72$13.7K0.0%ETFLowAventura, FL2026-10-15
Eastern Bank
67$12.7K0.0%GrowthMediumBoston, MA2026-10-05
Bell Investment Advisors, Inc
57$10.8K0.0%ETFVery LowOrinda, CA2026-10-29
KFG LLC
55$10.5K0.0%ETFN/ARapid City, SD2026-11-02
American National Bank & Trust
51$9.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Buck Wealth Strategies, LLC
45$8.6K0.0%ValueMediumDenver, CO2026-10-28
Capital Advisors, Ltd. LLC
43$80.0%ETFLowShaker Heights, OH2026-10-27
Blue Trust, Inc.
36$6.8K0.0%ETFLowBrentwood, TN2026-10-15
Creative Financial Designs Inc
33$6.3K0.0%ETFMediumKokomo, IN2026-11-04
TD Private Client Wealth LLC
31$5.9K0.0%ETFLowNew York, NY2026-10-28
James T. Borello RIA
28$5.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Caitong International Asset Management Co., Ltd
25$4.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
High Note Wealth, LLC
25$4.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Farmers & Merchants Investments Inc
22$4.2K0.0%CoreVery LowLincoln, NE2026-10-22
MJT & Associates Financial Advisory Group, Inc.
18$3.4K0.0%ETFLowMontevideo, MN2026-10-07
JFS Wealth Advisors, LLC
14$2.7K0.0%ETFVery LowHermitage, PA2026-11-03
Manchester Capital Management LLC
13$2.5K0.0%CoreLowManchester, VT2026-10-22
Horizon Financial Services, LLC
8$1.5K0.0%ETFLowWinston Salem, NC2026-11-04
Planning Strategies Inc.
8$1.5K0.0%ETFN/ALancaster, PA2026-10-02
DiNuzzo Private Wealth, Inc.
6$1.1K0.0%ETFLowBeaver, PA2026-10-16
Ascentis Wealth Management, LLC
6$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Compass Financial Management LLC
6$1.1K0.0%CoreN/ATampa, FL2026-10-30
Burk Holdings LLC
5$9500.0%ETFVery LowTulsa, OK2026-11-05
Bay Harbor Wealth Management, LLC
5$9500.0%ETFMediumHunt Valley, MD2026-11-03
Private Wealth Management Group, LLC
4$7610.0%ETFLowPrinceton, NJ2026-10-19
USA Financial Formulas
4$7600.0%ETFVery HighAda, MI2026-10-16
Creative Capital Management Investments LLC
3$5700.0%ETFLowSan Diego, CA2026-10-28
Quaker Wealth Management, LLC
3$5710.0%ETFMediumMoorestown, NJ2026-10-22
SBI Securities Co., Ltd.
3$5700.0%Agg GrowthLowTokyo, Mexico2026-10-22
Breakwater Investment Management
3$5710.0%ETFLowSeattle, WA2026-10-20
Torren Management, LLC
3$5700.0%ETFMediumSan Diego, CA2026-10-29
Valley National Advisers Inc
3$5710.0%ETFLowBethlehem, PA2026-10-23
Country Trust Bank
3$5700.0%GrowthLowBloomington, IL2026-10-30
Spire Wealth Management
3$5040.0%GrowthMediumMclean, VA2026-10-30
Cromwell Holdings LLC
2$3800.0%IndexLowJackson, WY2026-10-28
American Capital Advisory, LLC
1$1910.0%ETFLowKetchum, ID2026-10-28
DecisionPoint Financial, LLC
1$1920.0%ETFVery LowMesa, AZ2026-10-27
TFC Financial Management, Inc.
1$1910.0%ETFVery LowBoston, MA2026-10-26
GK Wealth Management LLC
1$2580.0%GARPVery HighReno, NV2026-10-09
Proathlete Wealth Management LLC
1$1900.0%ETFVery LowBoca Raton, FL2026-10-15