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NIO Inc (NIO)

CUSIP: 62914V106 | US | Consumer Cyclical · Auto Manufacturers | Large Cap | 1707 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13D/ACyvn Investments RSC Ltd418,833,15717.9%UnchangedJan 12, 2026No 13F filer matched
13D/ACyvn Investments RSC Ltd418,833,157
17.9% of class · Jan 12, 2026Unchanged
No 13F filer matched

Institutional Holders — Q3 2026

MacKenzie Financial Corp7,510,347
0.0% of portfolio›$25.8M
Imc-Chicago, LLC3,152,978
0.0% of portfolio›$10.8M
Simplex Trading, LLC1,134,510
0.0% of portfolio›$3.9M
Citigroup Inc816,755
0.0% of portfolio›$2.8M
Leonteq Securities AG709,432
0.1% of portfolio›$2.4M
J. Safra Sarasin Holding AG624,540
0.0% of portfolio›$2.1M
KBC Group NV471,838
0.0% of portfolio›$1.6K
Swedbank AB464,641
0.0% of portfolio›$1.6M
Mitsubishi UFJ Asset Management Co., Ltd.451,100
0.0% of portfolio›$1.5M
Swiss Life Asset Management Ltd325,870
0.0% of portfolio›$1.1M
Vontobel Holding Ltd.305,092
0.0% of portfolio›$1.0M
SBI Securities Co., Ltd.270,423
0.0% of portfolio›$927.6K
Profund Advisors LLC214,985
0.0% of portfolio›$737.4K
Alliance Wealth Advisors, LLC200,000
0.2% of portfolio›$686.0K
Commonwealth Equity Services, LLC178,686
0.0% of portfolio›$612.9K
Creative Planning136,427
0.0% of portfolio›$467.9K
Oppenheimer & Co Inc131,935
0.0% of portfolio›$452.5K
Mirae Asset Global Investments Co., Ltd.113,112
0.0% of portfolio›$388.0K
Hoffman, Alan N Investment Management110,114
0.2% of portfolio›$377.7K
Cobblestone Asset Management LLC97,498
0.1% of portfolio›$334.4K
Vise Technologies, Inc.95,108
0.0% of portfolio›$326.2K
Cambridge Investment Research Advisors, Inc.92,079
0.0% of portfolio›$316
Dymon Asia Capital (Singapore) Pte. Ltd.91,700
0.0% of portfolio›$314.5K
Meridian Wealth Management, LLC88,449
0.0% of portfolio›$303.4K
Axim Planning & Wealth81,877
1.1% of portfolio›$280.8K
180 Wealth Advisors, LLC81,171
0.0% of portfolio›$278.4K
GAM Holding AG80,000
0.0% of portfolio›$274.4K
China Universal Asset Management Co., Ltd.75,000
0.0% of portfolio›$255.0K
Wolverine Asset Management LLC65,422
0.0% of portfolio›$224.4K
Quadrant Capital Group LLC62,786
0.0% of portfolio›$223.5K
PKO Investment Management Joint-Stock Co60,000
0.0% of portfolio›$205.8K
US Bancorp \de\55,906
0.0% of portfolio›$191.8K
DekaBank Deutsche Girozentrale49,289
0.0% of portfolio›$168
Kestra Advisory Services, LLC48,914
0.0% of portfolio›$167.8K
Almanack Investment Partners, Llc.48,132
0.0% of portfolio›$165.1K
Lido Advisors, LLC47,140
0.0% of portfolio›$161.7K
Xponance LLC47,028
0.0% of portfolio›$161.3K
TD Waterhouse Canada Inc.45,764
0.0% of portfolio›$155.6K
IPG Investment Advisors LLC44,614
0.0% of portfolio›$153.0K
Crossmark Global Holdings, Inc.37,530
0.0% of portfolio›$128.7K
Sowell Financial Services LLC35,146
0.0% of portfolio›$120.6K
MGO One Seven LLC34,495
0.0% of portfolio›$118.3K
Aerodigm Wealth, LLC34,225
0.0% of portfolio›$117.4K
Prospera Financial Services Inc33,913
0.0% of portfolio›$108.9K
High Probability Advisors, LLC33,195
0.0% of portfolio›$113.9K
Farther Finance Advisors, LLC28,388
0.0% of portfolio›$97.4K
Cigna Investments Inc27,498
0.0% of portfolio›$94
Compound Planning, Inc.26,639
0.0% of portfolio›$91.4K
First Affirmative Financial Network25,953
0.0% of portfolio›$89.0K
Berman McAleer LLC25,000
0.0% of portfolio›$85.8K
SteelPeak Wealth, LLC24,529
0.0% of portfolio›$84.1K
State of Michigan Retirement System23,201
0.0% of portfolio›$79.6K
Prosperity Financial Group, Inc.21,790
0.0% of portfolio›$74.7K
PDS Planning, Inc21,078
0.0% of portfolio›$72.3K
Signaturefd, LLC20,157
0.0% of portfolio›$69.1K
StoneCrest Wealth Management, Inc.18,577
0.0% of portfolio›$63.7K
Dimensional Fund Advisors LP17,359
0.0% of portfolio›$59.5K
Traynor Capital Management, Inc.16,974
0.0% of portfolio›$58.2K
Parallel Advisors, LLC16,651
0.0% of portfolio›$57.1K
Apollon Wealth Management, LLC16,503
0.0% of portfolio›$56.6K
Allspring Global Investments Holdings, LLC15,729
0.0% of portfolio›$53.2K
Perigon Wealth Management, LLC15,434
0.0% of portfolio›$52.9K
Compagnie Lombard Odier SCmA15,393
0.0% of portfolio›$52.8K
Quintet Private Bank (Europe) S.A.15,000
0.0% of portfolio›$51.5K
Thrivent Financial for Lutherans14,820
0.0% of portfolio›$51
Hedeker Wealth, LLC12,508
0.0% of portfolio›$42.9K
StoneX Group Inc.12,393
0.0% of portfolio›$60.3K
Fideuram Asset Management (Ireland) dac12,041
0.0% of portfolio›$54.8K
Annex Advisory Services, LLC11,684
0.0% of portfolio›$40.1K
Clarity Wealth Advisors, LLC11,500
0.0% of portfolio›$39.4K
Onyx Bridge Wealth Group LLC11,483
0.0% of portfolio›$39.4K
AlphaCore Capital LLC11,450
0.0% of portfolio›$39.3K
Wealth Enhancement Advisory Services, LLC11,405
0.0% of portfolio›$38.9K
Truist Financial Corp10,700
0.0% of portfolio›$36.7K
SeaCrest Wealth Management, LLC10,358
0.0% of portfolio›$35.5K
Laurel OAK Wealth Management, LLC10,291
0.0% of portfolio›$35.3K
Nadler Financial Group, Inc.10,101
0.0% of portfolio›$34.6K
Aries Wealth Management10,000
0.0% of portfolio›$34.3K
Decker Retirement Planning Inc.9,049
0.0% of portfolio›$31.0K
MV Capital Management, Inc.8,303
0.0% of portfolio›$28.5K
Strengthening Families & Communities, LLC8,171
0.0% of portfolio›$28.0K
Harel Insurance Investments & Financial Services Ltd.6,913
0.0% of portfolio›$23
Jacobi Capital Management LLC5,085
0.0% of portfolio›$17.4K
Global X Japan Co., Ltd.4,755
0.0% of portfolio›$16.3K
Nfsg Corp4,500
0.0% of portfolio›$15.4K
North Star Investment Management Corp.4,200
0.0% of portfolio›$14.4K
Duncker Streett & Co Inc4,000
0.0% of portfolio›$13.7K
EverSource Wealth Advisors, LLC3,095
0.0% of portfolio›$10.6K
Covestor Ltd2,517
0.0% of portfolio›$9
Center for Financial Planning, Inc.1,975
0.0% of portfolio›$6.8K
Valley Wealth Managers, Inc.1,819
0.0% of portfolio›$6.2K
Assetmark, Inc1,772
0.0% of portfolio›$6.1K
Compass Financial Management LLC1,625
0.0% of portfolio›$5.6K
IFP Advisors, Inc1,587
0.0% of portfolio›$5.4K
Brown, Lisle Ings, Inc.1,200
0.0% of portfolio›$4.1K
Root Financial Partners, LLC1,148
0.0% of portfolio›$3.9K
Signature Equity Partners, LLC1,115
0.0% of portfolio›$3.8K
Mcdonald Partners LLC1,009
0.0% of portfolio›$3.5K
Trust Co of Vermont1,000
0.0% of portfolio›$3.4K
Union Bancaire Privee, UBP SA1,000
0.0% of portfolio›$3.4K
Capital Advisors, Ltd. LLC1,000
0.0% of portfolio›$3
Creative Financial Designs Inc950
0.0% of portfolio›$3.3K
Financial Consulate, Inc736
0.0% of portfolio›$2.5K
Hurley Capital, LLC733
0.0% of portfolio›$2.5K
Golden State Wealth Management, LLC641
0.0% of portfolio›$2.2K
CoreCap Advisors, LLC566
0.0% of portfolio›$1.9K
Markowski Investments551
0.0% of portfolio›$1.9K
Cape Investment Advisory, Inc.540
0.0% of portfolio›$1.9K
Ascentis Wealth Management, LLC523
0.0% of portfolio›$1.8K
Ascentis Independent Advisors505
0.0% of portfolio›$1.7K
Glass Jacobson Investment Advisors llc500
0.0% of portfolio›$1.7K
City Holding Co500
0.0% of portfolio›$1.7K
Toth Financial Advisory Corp500
0.0% of portfolio›$1.7K
Eastern Bank494
0.0% of portfolio›$1.7K
Bullock Wealth Management Group478
0.0% of portfolio›$1.6K
Larson Financial Group LLC440
0.0% of portfolio›$1.5K
Spire Wealth Management400
0.0% of portfolio›$1.4K
Parkside Financial Bank & Trust364
0.0% of portfolio›$1.2K
Tradewinds Capital Management, LLC357
0.0% of portfolio›$1.2K
Pioneer Family Office, LLC350
0.0% of portfolio›$1.2K
Harbor Investment Advisory, LLC301
0.0% of portfolio›$1.0K
Aspect Partners, LLC300
0.0% of portfolio›$1.0K
Acumen Wealth Advisors, LLC300
0.0% of portfolio›$1.0K
City State Bank300
0.0% of portfolio›$1.0K
Wolff Wiese Magana LLC262
0.0% of portfolio›$899
New England Capital Financial Advisors LLC262
0.0% of portfolio›$898
Lloyd Advisory Services, Llc.256
0.0% of portfolio›$878
Centerpoint Advisors, LLC250
0.0% of portfolio›$1
Mechanics Financial Corp250
0.0% of portfolio›$858
Proathlete Wealth Management LLC233
0.0% of portfolio›$799
Cedar Mountain Advisors, LLC212
0.0% of portfolio›$727
Archer Investment Corp207
0.0% of portfolio›$710
TrinityBridge Ltd181
0.0% of portfolio›$1
Atwood & Palmer Inc175
0.0% of portfolio›$601
Winthrop Capital Management, LLC174
0.0% of portfolio›$597
Blue Trust, Inc.163
0.0% of portfolio›$558
Investors Research Corp160
0.0% of portfolio›$549
Rossby Financial, LCC159
0.0% of portfolio›$545
Rakuten Securities, Inc.150
0.0% of portfolio›$515
Lodestone Wealth Management LLC150
0.0% of portfolio›$515
Clark Wealth Partners150
0.0% of portfolio›$515
GK Wealth Management LLC140
0.0% of portfolio›$480
Nisa Investment Advisors, LLC139
0.0% of portfolio›$477
Pinnacle Wealth Planning Services, Inc.125
0.0% of portfolio›$429
MJT & Associates Financial Advisory Group, Inc.120
0.0% of portfolio›$412
Wilmington Savings Fund Society, FSB117
0.0% of portfolio›$401
Mosley Wealth Management104
0.0% of portfolio›$364
Kingdom Financial Group Llc.100
0.0% of portfolio›$343
William Mack & Associates, Inc.100
0.0% of portfolio›$343
Lanark Financial, Inc.100
0.0% of portfolio›$343
Essential Investment Partners LLC100
0.0% of portfolio›$343
Tounjian Advisory Partners, LLC92
0.0% of portfolio›$316
Gen-Wealth Partners Inc84
0.0% of portfolio›$288
Oakworth Capital, Inc.80
0.0% of portfolio›$274
Planning Strategies Inc.80
0.0% of portfolio›$274
Fifth Third Bancorp77
0.0% of portfolio›$264
JFS Wealth Advisors, LLC75
0.0% of portfolio›$258
Silver Grove Financial Group, Inc.70
0.0% of portfolio›$240
Advocate Investing Services LLC69
0.0% of portfolio›$237
Hilton Head Capital Partners, LLC69
0.0% of portfolio›$237
Provenance Wealth Advisors, LLC53
0.0% of portfolio›$182
Birch Financial Group, LLC46
0.0% of portfolio›$159
American Capital Advisory, LLC29
0.0% of portfolio›$100
Pacifica Partners Inc.25
0.0% of portfolio›$85
Hazlett, Burt & Watson, Inc.25
0.0% of portfolio›$0
Highline Wealth Partners LLC25
0.0% of portfolio›$86
Financial Perspectives, Inc22
0.0% of portfolio›$75
Abound Wealth Management20
0.0% of portfolio›$69
SJS Investment Consulting Inc.20
0.0% of portfolio›$69
Physician Wealth Advisors, Inc.20
0.0% of portfolio›$69
Louisbourg Investments Inc.16
0.0% of portfolio›$55
Bear Mountain Capital, Inc.10
0.0% of portfolio›$34
Northstar Asset Management Co10
0.0% of portfolio›$34
Cassaday & Co Wealth Management LLC10
0.0% of portfolio›$35
Bradley & Co. Private Wealth Management, LLC9
0.0% of portfolio›$30
Laurel Wealth Advisors LLC9
0.0% of portfolio›$31
Latitude Advisors, LLC8
0.0% of portfolio›$27
Albion Financial Group2
0.0% of portfolio›$7
StyleTurnoverLocationFiled
MacKenzie Financial Corp
7,510,347$25.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Imc-Chicago, LLC
3,152,978$10.8M0.0%GARPVery HighChicago, IL2026-11-05
Simplex Trading, LLC
1,134,510$3.9M0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
816,755$2.8M0.0%CoreMediumNew York, NY2026-11-04
Leonteq Securities AG
709,432$2.4M0.1%CoreHighZurich, Switzerland2026-10-29
J. Safra Sarasin Holding AG
624,540$2.1M0.0%CoreMediumBasel, Switzerland2026-10-26
KBC Group NV
471,838$1.6K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Swedbank AB
464,641$1.6M0.0%GrowthLowStockholm, Sweden2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
451,100$1.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
Swiss Life Asset Management Ltd
325,870$1.1M0.0%CoreLowZurich, Switzerland2026-11-03
Vontobel Holding Ltd.
305,092$1.0M0.0%CoreMediumZurich, Switzerland2026-10-16
SBI Securities Co., Ltd.
270,423$927.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Profund Advisors LLC
214,985$737.4K0.0%GrowthLowBethesda, MD2026-10-29
Alliance Wealth Advisors, LLC
200,000$686.0K0.2%CoreVery LowScranton, PA2026-10-14
Commonwealth Equity Services, LLC
178,686$612.9K0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
136,427$467.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Co Inc
131,935$452.5K0.0%CoreLowNew York, NY2026-10-26
Mirae Asset Global Investments Co., Ltd.
113,112$388.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Hoffman, Alan N Investment Management
110,114$377.7K0.2%GrowthVery LowWellesley Hills, MA2026-10-28
Cobblestone Asset Management LLC
97,498$334.4K0.1%ETFMediumRichmond, VA2026-10-13
Vise Technologies, Inc.
95,108$326.2K0.0%IndexLowNew York, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
92,079$3160.0%ETFLowFairfield, IA2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
91,700$314.5K0.0%GARPVery HighSingapore, Turkey2026-11-04
Meridian Wealth Management, LLC
88,449$303.4K0.0%GrowthLowLexington, KY2026-11-05
Axim Planning & Wealth
81,877$280.8K1.1%Deep ValueLowSpringboro, OH2026-10-28
180 Wealth Advisors, LLC
81,171$278.4K0.0%CoreLowFederal Way, WA2026-11-03
GAM Holding AG
80,000$274.4K0.0%CoreMediumZurich, Switzerland2026-11-03
China Universal Asset Management Co., Ltd.
75,000$255.0K0.0%GrowthMediumShanghai, France2026-10-28
Wolverine Asset Management LLC
65,422$224.4K0.0%Deep ValueVery HighChicago, IL2026-11-02
Quadrant Capital Group LLC
62,786$223.5K0.0%CoreLowCincinnati, OH2026-10-20
PKO Investment Management Joint-Stock Co
60,000$205.8K0.0%GrowthMediumWarsaw, Russia2026-10-19
US Bancorp \de\
55,906$191.8K0.0%IndexLowMinneapolis, MN2026-11-05
DekaBank Deutsche Girozentrale
49,289$1680.0%CoreLowFrankfurt, Hong Kong2026-10-27
Kestra Advisory Services, LLC
48,914$167.8K0.0%CoreLowAustin, TX2026-11-02
Almanack Investment Partners, Llc.
48,132$165.1K0.0%ETFMediumNewtown Square, PA2026-11-03
Lido Advisors, LLC
47,140$161.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Xponance LLC
47,028$161.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
TD Waterhouse Canada Inc.
45,764$155.6K0.0%CoreLowToronto, Australia2026-10-16
IPG Investment Advisors LLC
44,614$153.0K0.0%CoreMediumSan Diego, CA2026-10-30
Crossmark Global Holdings, Inc.
37,530$128.7K0.0%GARPMediumHouston, TX2026-10-21
Sowell Financial Services LLC
35,146$120.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
MGO One Seven LLC
34,495$118.3K0.0%GrowthLowBeachwood, OH2026-10-28
Aerodigm Wealth, LLC
34,225$117.4K0.0%ETFLowLake Oswego, OR2026-10-16
Prospera Financial Services Inc
33,913$108.9K0.0%CoreMediumDallas, TX2026-11-04
High Probability Advisors, LLC
33,195$113.9K0.0%ETFVery LowPittsford, NY2026-10-19
Farther Finance Advisors, LLC
28,388$97.4K0.0%IndexLowSan Francisco, CA2026-10-08
Cigna Investments Inc
27,498$940.0%CoreVery LowBloomfield, CT2026-10-19
Compound Planning, Inc.
26,639$91.4K0.0%CoreLowNew York, NY2026-11-05
First Affirmative Financial Network
25,953$89.0K0.0%CoreN/AColorado Springs, CO2026-10-21
Berman McAleer LLC
25,000$85.8K0.0%ETFVery LowTimonium, MD2026-10-16
SteelPeak Wealth, LLC
24,529$84.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
State of Michigan Retirement System
23,201$79.6K0.0%IndexLowEast Lansing, MI2026-10-27
Prosperity Financial Group, Inc.
21,790$74.7K0.0%GrowthMediumSan Ramon, CA2026-10-29
PDS Planning, Inc
21,078$72.3K0.0%IndexVery LowDublin, OH2026-11-03
Signaturefd, LLC
20,157$69.1K0.0%IndexLowAtlanta, GA2026-10-23
StoneCrest Wealth Management, Inc.
18,577$63.7K0.0%ETFMediumChandler, AZ2026-11-03
Dimensional Fund Advisors LP
17,359$59.5K0.0%IndexLowAustin, TX2026-11-04
Traynor Capital Management, Inc.
16,974$58.2K0.0%GrowthLowMalvern, PA2026-10-29
Parallel Advisors, LLC
16,651$57.1K0.0%IndexLowSan Francisco, CA2026-11-03
Apollon Wealth Management, LLC
16,503$56.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Allspring Global Investments Holdings, LLC
15,729$53.2K0.0%CoreMediumCharlotte, NC2026-11-04
Perigon Wealth Management, LLC
15,434$52.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Compagnie Lombard Odier SCmA
15,393$52.8K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Quintet Private Bank (Europe) S.A.
15,000$51.5K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Thrivent Financial for Lutherans
14,820$510.0%GARPMediumMinneapolis, MN2026-11-05
Hedeker Wealth, LLC
12,508$42.9K0.0%GrowthLowLincolnshire, IL2026-10-23
StoneX Group Inc.
12,393$60.3K0.0%ETFMediumNew York, NY2026-11-03
Fideuram Asset Management (Ireland) dac
12,041$54.8K0.0%CoreHighDublin 1, Lithuania2026-10-29
Annex Advisory Services, LLC
11,684$40.1K0.0%GrowthHighBrookfield, WI2026-10-16
Clarity Wealth Advisors, LLC
11,500$39.4K0.0%ETFVery LowSan Jose, CA2026-10-21
Onyx Bridge Wealth Group LLC
11,483$39.4K0.0%ETFMediumTarrytown, NY2026-10-16
AlphaCore Capital LLC
11,450$39.3K0.0%ETFLowLa Jolla, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
11,405$38.9K0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
10,700$36.7K0.0%CoreLowCharlotte, NC2026-10-30
SeaCrest Wealth Management, LLC
10,358$35.5K0.0%GrowthLowPurchase, NY2026-10-21
Laurel OAK Wealth Management, LLC
10,291$35.3K0.0%GrowthLowMarlton, NJ2026-10-19
Nadler Financial Group, Inc.
10,101$34.6K0.0%ETFVery LowDeerfield, IL2026-10-23
Aries Wealth Management
10,000$34.3K0.0%CoreVery LowPortland, ME2026-10-23
Decker Retirement Planning Inc.
9,049$31.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
MV Capital Management, Inc.
8,303$28.5K0.0%ETFLowBethesda, MD2026-10-29
Strengthening Families & Communities, LLC
8,171$28.0K0.0%CoreMediumBoston, MA2026-10-21
Harel Insurance Investments & Financial Services Ltd.
6,913$230.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Jacobi Capital Management LLC
5,085$17.4K0.0%CoreLowPittston, PA2026-11-05
Global X Japan Co., Ltd.
4,755$16.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Nfsg Corp
4,500$15.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
North Star Investment Management Corp.
4,200$14.4K0.0%CoreLowChicago, IL2026-10-27
Duncker Streett & Co Inc
4,000$13.7K0.0%GrowthLowSt. Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
3,095$10.6K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
2,517$90.0%ValueHighLondon, United Kingdom2026-10-30
Center for Financial Planning, Inc.
1,975$6.8K0.0%ETFLowSouthfied, MI2026-10-26
Valley Wealth Managers, Inc.
1,819$6.2K0.0%GARPMediumParamus, NJ2026-10-09
Assetmark, Inc
1,772$6.1K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
1,625$5.6K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
1,587$5.4K0.0%GrowthLowTampa, FL2026-10-16
Brown, Lisle Ings, Inc.
1,200$4.1K0.0%CoreVery LowProvidence, RI2026-10-16
Root Financial Partners, LLC
1,148$3.9K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Equity Partners, LLC
1,115$3.8K0.0%GrowthMediumColumbus, OH2026-10-29
Mcdonald Partners LLC
1,009$3.5K0.0%CoreLowCleveland, OH2026-11-03
Trust Co of Vermont
1,000$3.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Union Bancaire Privee, UBP SA
1,000$3.4K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Capital Advisors, Ltd. LLC
1,000$30.0%ETFLowShaker Heights, OH2026-10-27
Creative Financial Designs Inc
950$3.3K0.0%ETFMediumKokomo, IN2026-11-04
Financial Consulate, Inc
736$2.5K0.0%ETFLowHunt Valley, MD2026-10-23
Hurley Capital, LLC
733$2.5K0.0%GARPMediumNew York, NY2026-11-05
Golden State Wealth Management, LLC
641$2.2K0.0%ETFMediumSanta Ana, CA2026-11-02
CoreCap Advisors, LLC
566$1.9K0.0%ETFMediumSouthfield, MI2026-10-08
Markowski Investments
551$1.9K0.0%ETFN/ATampa, FL2026-10-30
Cape Investment Advisory, Inc.
540$1.9K0.0%ETFLowMcdonough, GA2026-10-13
Ascentis Wealth Management, LLC
523$1.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Ascentis Independent Advisors
505$1.7K0.0%ETFLowDallas, TX2026-11-03
Glass Jacobson Investment Advisors llc
500$1.7K0.0%ETFLowOwings Mills, MD2026-10-26
City Holding Co
500$1.7K0.0%CoreLowCharleston, WV2026-10-19
Toth Financial Advisory Corp
500$1.7K0.0%CoreLowLeesburg, VA2026-10-08
Eastern Bank
494$1.7K0.0%GrowthMediumBoston, MA2026-10-05
Bullock Wealth Management Group
478$1.6K0.0%GrowthLowBloomington, IN2026-10-09
Larson Financial Group LLC
440$1.5K0.0%GrowthLowSt Louis, MO2026-11-05
Spire Wealth Management
400$1.4K0.0%GrowthMediumMclean, VA2026-10-30
Parkside Financial Bank & Trust
364$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tradewinds Capital Management, LLC
357$1.2K0.0%ETFVery HighBellingham, WA2026-10-23
Pioneer Family Office, LLC
350$1.2K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Harbor Investment Advisory, LLC
301$1.0K0.0%GrowthLowLutherville, MD2026-10-13
Aspect Partners, LLC
300$1.0K0.0%ETFMediumFairfax, VA2026-10-20
Acumen Wealth Advisors, LLC
300$1.0K0.0%GrowthHighChattanooga, TN2026-11-05
City State Bank
300$1.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Wolff Wiese Magana LLC
262$8990.0%GrowthLowCarslbad, CA2026-10-15
New England Capital Financial Advisors LLC
262$8980.0%ETFLowMeriden, CT2026-11-03
Lloyd Advisory Services, Llc.
256$8780.0%ETFVery HighSuwanee, GA2026-11-02
Centerpoint Advisors, LLC
250$10.0%ETFVery LowNeedham, MA2026-11-05
Mechanics Financial Corp
250$8580.0%CoreVery LowMansfield, OH2026-11-05
Proathlete Wealth Management LLC
233$7990.0%ETFVery LowBoca Raton, FL2026-10-15
Cedar Mountain Advisors, LLC
212$7270.0%ETFVery LowLake Oswego, OR2026-10-15
Archer Investment Corp
207$7100.0%CoreMediumCarmel, IN2026-11-05
TrinityBridge Ltd
181$10.0%MomentumMediumLondon, United Kingdom2026-10-30
Atwood & Palmer Inc
175$6010.0%CoreVery LowKansas City, MO2026-10-08
Winthrop Capital Management, LLC
174$5970.0%ETFLowCarmel, IN2026-11-05
Blue Trust, Inc.
163$5580.0%ETFLowBrentwood, TN2026-10-15
Investors Research Corp
160$5490.0%ETFLowAtlanta, GA2026-10-07
Rossby Financial, LCC
159$5450.0%ETFMediumMelbourne, FL2026-11-05
Rakuten Securities, Inc.
150$5150.0%Agg GrowthHighTokyo, Mexico2026-11-02
Lodestone Wealth Management LLC
150$5150.0%CoreLowSpokane, WA2026-10-14
Clark Wealth Partners
150$5150.0%ETFVery LowO'Fallon, IL2026-10-19
GK Wealth Management LLC
140$4800.0%GARPVery HighReno, NV2026-10-09
Nisa Investment Advisors, LLC
139$4770.0%IndexVery LowSt. Louis, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
125$4290.0%GARPLowMansfield, OH2026-10-27
MJT & Associates Financial Advisory Group, Inc.
120$4120.0%ETFLowMontevideo, MN2026-10-07
Wilmington Savings Fund Society, FSB
117$4010.0%CoreLowWilmington, DE2026-10-23
Mosley Wealth Management
104$3640.0%ETFHighAnaheim, CA2026-10-16
Kingdom Financial Group Llc.
100$3430.0%ETFMediumPeoria, AZ2026-11-04
William Mack & Associates, Inc.
100$3430.0%ETFLowTroy, MI2026-10-27
Lanark Financial, Inc.
100$3430.0%CoreMediumBirmingham, AL2026-10-26
Essential Investment Partners LLC
100$3430.0%GrowthLowEnglewood, CO2026-10-27
Tounjian Advisory Partners, LLC
92$3160.0%GrowthHighFort Myers, FL2026-11-04
Gen-Wealth Partners Inc
84$2880.0%CoreLowZeeland, MI2026-11-04
Oakworth Capital, Inc.
80$2740.0%ETFLowBirmingham, AL2026-10-26
Planning Strategies Inc.
80$2740.0%ETFN/ALancaster, PA2026-10-02
Fifth Third Bancorp
77$2640.0%IndexVery LowCincinnati, OH2026-11-05
JFS Wealth Advisors, LLC
75$2580.0%ETFVery LowHermitage, PA2026-11-03
Silver Grove Financial Group, Inc.
70$2400.0%CoreMediumOrchard Park, NY2026-11-05
Advocate Investing Services LLC
69$2370.0%ETFLowWoodbine, MD2026-10-26
Hilton Head Capital Partners, LLC
69$2370.0%CoreMediumHilton Head Island, SC2026-10-23
Provenance Wealth Advisors, LLC
53$1820.0%ETFLowFort Lauderdale, FL2026-10-30
Birch Financial Group, LLC
46$1590.0%CoreLowKeene, NH2026-10-27
American Capital Advisory, LLC
29$1000.0%ETFLowKetchum, ID2026-10-28
Pacifica Partners Inc.
25$850.0%CoreLowSurrey, South Africa2026-10-09
Hazlett, Burt & Watson, Inc.
25$00.0%CoreVery LowWheeling, WV2026-11-04
Highline Wealth Partners LLC
25$860.0%ETFMediumSherman Oaks, CA2026-10-19
Financial Perspectives, Inc
22$750.0%GrowthVery LowMinneapolis, MN2026-11-03
Abound Wealth Management
20$690.0%ETFVery LowFranklin, TN2026-10-26
SJS Investment Consulting Inc.
20$690.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
20$690.0%ETFMediumMidvale, UT2026-10-20
Louisbourg Investments Inc.
16$550.0%GARPMediumDieppe, Armenia2026-10-20
Bear Mountain Capital, Inc.
10$340.0%ETFLowSeattle, WA2026-11-04
Northstar Asset Management Co
10$340.0%CoreVery LowBlue Bell, PA2026-10-22
Cassaday & Co Wealth Management LLC
10$350.0%ETFVery LowMclean, VA2026-10-27
Bradley & Co. Private Wealth Management, LLC
9$300.0%CoreVery LowMiami, FL2026-10-23
Laurel Wealth Advisors LLC
9$310.0%CoreVery LowCharlotte, NC2026-10-27
Latitude Advisors, LLC
8$270.0%ETFLowYorkville, IL2026-10-27
Albion Financial Group
2$70.0%GrowthLowSalt Lake City, UT2026-10-21