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Newell Brands Inc (NWL)

CUSIP: 651229106 | NYSE | Consumer Defensive · Household & Personal Products | Small Cap | 2320 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/AVanguard Portfolio Management LLC28,934,8716.8%New 5%+ stakeSep 30, 202626,620,163 sh (Jun 30, 2026)
13G/AVanguard Portfolio Management LLC28,934,871
6.8% of class · Sep 30, 2026New 5%+ stake
26,620,163 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Pzena Investment Management LLC46,720,744
0.7% of portfolio›$246.7M
Deprince Race & Zollo Inc17,071,622
1.6% of portfolio›$90.1M
Dimensional Fund Advisors LP16,599,767
0.0% of portfolio›$87.6M
Bank of New York Mellon Corp2,458,560
0.0% of portfolio›$13.0M
Principal Financial Group Inc2,035,689
0.0% of portfolio›$10.7M
King Luther Capital Management Corp1,952,627
0.0% of portfolio›$10.3M
QSM Asset Management Ltd1,580,116
3.4% of portfolio›$8.4M
Creative Planning449,436
0.0% of portfolio›$2.4M
Citigroup Inc433,122
0.0% of portfolio›$2.3M
New York State Teachers Retirement System427,071
0.0% of portfolio›$2.3K
Wealth Enhancement Advisory Services, LLC418,135
0.0% of portfolio›$2.2M
Thrivent Financial for Lutherans271,608
0.0% of portfolio›$1.4K
Illinois Municipal Retirement Fund228,101
0.0% of portfolio›$1.2M
Uhlmann Price Securities, LLC224,490
0.1% of portfolio›$1.2M
State of New Jersey Common Pension Fund D202,572
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC182,600
0.0% of portfolio›$964.1K
Louisiana State Employees Retirement System181,400
0.0% of portfolio›$957.8K
Fifth Third Bancorp166,775
0.0% of portfolio›$880.6K
Wolverine Asset Management LLC142,711
0.0% of portfolio›$753.5K
Nisa Investment Advisors, LLC134,598
0.0% of portfolio›$710.7K
Yousif Capital Management, LLC133,852
0.0% of portfolio›$706.7K
Prosperity Planning, Inc.129,770
0.2% of portfolio›$685.2K
Counterpoint Mutual Funds LLC127,777
0.1% of portfolio›$674.7K
Arizona State Retirement System119,703
0.0% of portfolio›$632.0K
Caitong International Asset Management Co., Ltd118,662
0.1% of portfolio›$626.5K
Amalgamated Bank110,526
0.0% of portfolio›$584
Sightline Wealth Advisors, LLC108,479
0.3% of portfolio›$572.8K
Investors Asset Management of Georgia Inc101,490
0.2% of portfolio›$535.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS100,347
0.0% of portfolio›$529.8K
Brighton Jones LLC100,080
0.0% of portfolio›$528.4K
Imc-Chicago, LLC99,654
0.0% of portfolio›$526.2K
State of Alaska, Department of Revenue97,336
0.0% of portfolio›$513
Oregon Public Employees Retirement Fund95,537
0.0% of portfolio›$504.4K
Maryland State Retirement & Pension System95,444
0.0% of portfolio›$503.9K
Jackson Creek Investment Advisors LLC93,721
0.0% of portfolio›$495
Sterling Capital Management LLC85,562
0.0% of portfolio›$451.8K
Jeppson Wealth Management, LLC75,220
0.1% of portfolio›$397.2K
Crossmark Global Holdings, Inc.74,404
0.0% of portfolio›$392.9K
Compass Financial Management LLC73,840
0.0% of portfolio›$389.9K
Pictet Asset Management Holding SA66,373
0.0% of portfolio›$350.4K
HB Wealth Management, LLC64,577
0.0% of portfolio›$238.0K
Register Financial Advisors LLC61,149
0.1% of portfolio›$322.9K
ProShare Advisors LLC58,956
0.0% of portfolio›$311.3K
Sigma Planning Corp58,130
0.0% of portfolio›$306.9K
TriaGen Wealth Management LLC54,840
0.1% of portfolio›$289.6K
Strs Ohio51,400
0.0% of portfolio›$271.4K
Lido Advisors, LLC51,097
0.0% of portfolio›$269.8K
Kestra Advisory Services, LLC49,918
0.0% of portfolio›$263.6K
Mutual of America Capital Management LLC48,598
0.0% of portfolio›$256.6K
Chicago Partners Investment Group LLC45,023
0.0% of portfolio›$241.3K
Xponance LLC43,633
0.0% of portfolio›$230.4K
Krilogy Financial LLC41,805
0.0% of portfolio›$233.3K
CIBC Asset Management Inc39,107
0.0% of portfolio›$206.5K
NorthCrest Asset Manangement, LLC38,020
0.0% of portfolio›$217.9K
MGO One Seven LLC35,469
0.0% of portfolio›$187.3K
Independent Financial Group, LLC33,650
0.0% of portfolio›$177.7K
Investors Research Corp32,722
0.0% of portfolio›$172.8K
Cidel Asset Management Inc30,627
0.0% of portfolio›$161.7K
DekaBank Deutsche Girozentrale30,003
0.0% of portfolio›$158
Cambridge Investment Research Advisors, Inc.29,512
0.0% of portfolio›$156
Swiss Life Asset Management Ltd28,355
0.0% of portfolio›$149.7K
Praxis Investment Management Inc28,308
0.0% of portfolio›$149
Virginia Retirement Systems ET Al27,800
0.0% of portfolio›$146.8K
Citizens Financial Group Inc23,445
0.0% of portfolio›$123.8K
Midwest Trust Co22,761
0.0% of portfolio›$120.2K
Compound Planning, Inc.22,544
0.0% of portfolio›$119.0K
Parallel Advisors, LLC22,504
0.0% of portfolio›$118.8K
US Bancorp \de\22,469
0.0% of portfolio›$118.6K
Signaturefd, LLC22,041
0.0% of portfolio›$116.4K
Evergreen Capital Management LLC20,061
0.0% of portfolio›$105.9K
Wedmont Private Capital19,947
0.0% of portfolio›$114.3K
Gamma Investing LLC19,782
0.0% of portfolio›$104.4K
Abel Hall, LLC19,458
0.0% of portfolio›$102.7K
Profund Advisors LLC19,396
0.0% of portfolio›$102.4K
EverSource Wealth Advisors, LLC18,884
0.0% of portfolio›$99.7K
Sage Rhino Capital LLC17,899
0.0% of portfolio›$94.5K
Choreo, LLC16,510
0.0% of portfolio›$87.2K
Dynamic Advisor Solutions LLC16,259
0.0% of portfolio›$85.8K
Olympiad Research LP15,953
0.1% of portfolio›$84.2K
Fulcrum Asset Management LLP15,515
0.0% of portfolio›$82.5K
AlphaCore Capital LLC15,388
0.0% of portfolio›$81.2K
Parcion Private Wealth LLC15,195
0.0% of portfolio›$80.2K
Three Arch Wealth Management LLC15,172
0.0% of portfolio›$80.1K
Farther Finance Advisors, LLC14,599
0.0% of portfolio›$77.1K
Daymark Wealth Partners, LLC14,491
0.0% of portfolio›$76.5K
Pinnacle Associates LTD14,299
0.0% of portfolio›$75.5K
Allspring Global Investments Holdings, LLC12,937
0.0% of portfolio›$69.5K
KBC Group NV12,759
0.0% of portfolio›$67
Ritholtz Wealth Management11,807
0.0% of portfolio›$62.3K
Aspiriant, LLC11,662
0.0% of portfolio›$61.6K
Pinnacle Wealth Management Advisory Group, LLC11,575
0.0% of portfolio›$61.1K
SYM Financial Corp11,496
0.0% of portfolio›$60.7K
State of Wyoming11,408
0.0% of portfolio›$60.2K
Summit Global Investments10,783
0.0% of portfolio›$57
Truist Financial Corp10,638
0.0% of portfolio›$56.2K
Capstone Wealth Management, LLC10,609
0.0% of portfolio›$56.0K
Quadrant Capital Group LLC10,246
0.0% of portfolio›$57.3K
Everhart Financial Group, Inc.10,086
0.0% of portfolio›$53.3K
Pinnacle Wealth Planning Services, Inc.8,975
0.0% of portfolio›$47.4K
IFP Advisors, Inc8,715
0.0% of portfolio›$46.0K
SBI Securities Co., Ltd.8,661
0.0% of portfolio›$45.7K
Deseret Mutual Benefit Administrators7,697
0.0% of portfolio›$40.6K
Essential Partners LLC5,383
0.0% of portfolio›$28.4K
Parkside Financial Bank & Trust5,015
0.0% of portfolio›$26.5K
Salomon & Ludwin, LLC4,227
0.0% of portfolio›$22.3K
Elevated Capital Advisors, LLC3,694
0.0% of portfolio›$19.5K
Provenance Wealth Advisors, LLC3,423
0.0% of portfolio›$18.1K
SJS Investment Consulting Inc.3,373
0.0% of portfolio›$17.8K
Leonteq Securities AG3,351
0.0% of portfolio›$17.7K
GHP Investment Advisors, Inc.3,285
0.0% of portfolio›$17.3K
Barrett & Company, Inc.3,209
0.0% of portfolio›$16.9K
True Wealth Design, LLC2,752
0.0% of portfolio›$14.5K
Activest Wealth Management2,740
0.0% of portfolio›$14.5K
Triumph Capital Management2,716
0.0% of portfolio›$14.3K
Root Financial Partners, LLC2,535
0.0% of portfolio›$13.4K
Cdkv Holdings LLC2,512
0.0% of portfolio›$13.3K
TD Waterhouse Canada Inc.2,457
0.0% of portfolio›$13.0K
Larson Financial Group LLC2,144
0.0% of portfolio›$11.3K
Mitsubishi UFJ Asset Management Co., Ltd.2,106
0.0% of portfolio›$11.1K
Lanark Financial, Inc.1,795
0.0% of portfolio›$9.5K
Private Trust Co NA1,710
0.0% of portfolio›$9.0K
Next Level Wealth Planning, LLC1,630
0.0% of portfolio›$8.6K
Citizens National Bank Trust Department1,470
0.0% of portfolio›$7.8K
Covestor Ltd1,175
0.0% of portfolio›$6
CoreCap Advisors, LLC1,000
0.0% of portfolio›$5.3K
Owl Creek Wealth Partners LLC995
0.0% of portfolio›$5.3K
Downshift Financial, LLC893
0.0% of portfolio›$4.7K
Indiana Trust & Investment Management Co750
0.0% of portfolio›$4.0K
Versant Capital Management, Inc730
0.0% of portfolio›$3.9K
Cranbrook Wealth Management, LLC643
0.0% of portfolio›$3.4K
Kingdom Financial Group Llc.638
0.0% of portfolio›$3.4K
Ascentis Wealth Management, LLC408
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc406
0.0% of portfolio›$2.1K
Private Wealth Management Group, LLC315
0.0% of portfolio›$1.7K
Westside Investment Management, Inc.300
0.0% of portfolio›$1.6K
Tsfg, LLC300
0.0% of portfolio›$2
Thompson Investment Management, Inc.220
0.0% of portfolio›$1.2K
Key FInancial Inc173
0.0% of portfolio›$913
City Holding Co157
0.0% of portfolio›$827
Blue Trust, Inc.149
0.0% of portfolio›$787
Harbor Investment Advisory, LLC149
0.0% of portfolio›$787
Hughes Financial Services, LLC142
0.0% of portfolio›$721
Axiom Investment Management LLC129
0.0% of portfolio›$681
Financial Consulate, Inc109
0.0% of portfolio›$576
Assetmark, Inc106
0.0% of portfolio›$558
Valley National Advisers Inc103
0.0% of portfolio›$544
Latitude Advisors, LLC100
0.0% of portfolio›$528
Creative Financial Designs Inc86
0.0% of portfolio›$454
Wolff Wiese Magana LLC79
0.0% of portfolio›$416
First Command Advisory Services, Inc.78
0.0% of portfolio›$412
Bare Financial Services, Inc77
0.0% of portfolio›$407
Bangor Savings Bank76
0.0% of portfolio›$401
JFS Wealth Advisors, LLC75
0.0% of portfolio›$396
UMB Private Wealth Management, LLC71
0.0% of portfolio›$375
Cedar Mountain Advisors, LLC69
0.0% of portfolio›$364
Cromwell Holdings LLC64
0.0% of portfolio›$338
Gilpin Wealth Management, LLC56
0.0% of portfolio›$296
MV Capital Management, Inc.52
0.0% of portfolio›$275
Country Trust Bank51
0.0% of portfolio›$269
Lloyd Advisory Services, Llc.50
0.0% of portfolio›$265
Davis Capital Management24
0.0% of portfolio›$127
Abound Wealth Management20
0.0% of portfolio›$106
Buck Wealth Strategies, LLC17
0.0% of portfolio›$90
Pension & Wealth Management Advisors, Inc.12
0.0% of portfolio›$63
Trust Co10
0.0% of portfolio›$53
Rakuten Securities, Inc.2
0.0% of portfolio›$11
Ascentis Independent Advisors0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Pzena Investment Management LLC
46,720,744$246.7M0.7%Deep ValueMediumNew York, NY2026-10-30
Deprince Race & Zollo Inc
17,071,622$90.1M1.6%Deep ValueHighWinter Park, FL2026-10-13
Dimensional Fund Advisors LP
16,599,767$87.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
2,458,560$13.0M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
2,035,689$10.7M0.0%CoreLowDes Moines, IA2026-11-02
King Luther Capital Management Corp
1,952,627$10.3M0.0%CoreLowFort Worth, TX2026-11-05
QSM Asset Management Ltd
1,580,116$8.4M3.4%YieldMediumLondon, United Kingdom2026-11-05
Creative Planning
449,436$2.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
433,122$2.3M0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
427,071$2.3K0.0%CoreVery LowAlbany, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
418,135$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Thrivent Financial for Lutherans
271,608$1.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
228,101$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Uhlmann Price Securities, LLC
224,490$1.2M0.1%Agg GrowthLowSkokie, IL2026-11-03
State of New Jersey Common Pension Fund D
202,572$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Commonwealth Equity Services, LLC
182,600$964.1K0.0%ETFLowWaltham, MA2026-11-02
Louisiana State Employees Retirement System
181,400$957.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Fifth Third Bancorp
166,775$880.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Wolverine Asset Management LLC
142,711$753.5K0.0%Deep ValueVery HighChicago, IL2026-11-02
Nisa Investment Advisors, LLC
134,598$710.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Yousif Capital Management, LLC
133,852$706.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Prosperity Planning, Inc.
129,770$685.2K0.2%ETFVery LowNorth Kansas City, MO2026-10-09
Counterpoint Mutual Funds LLC
127,777$674.7K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Arizona State Retirement System
119,703$632.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Caitong International Asset Management Co., Ltd
118,662$626.5K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Amalgamated Bank
110,526$5840.0%CoreVery LowNew York, NY2026-10-23
Sightline Wealth Advisors, LLC
108,479$572.8K0.3%ETFLowGroton, CT2026-10-21
Investors Asset Management of Georgia Inc
101,490$535.9K0.2%GARPLowAtlanta, GA2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
100,347$529.8K0.0%CoreLowHarrisburg, PA2026-11-03
Brighton Jones LLC
100,080$528.4K0.0%CoreVery LowSeattle, WA2026-11-03
Imc-Chicago, LLC
99,654$526.2K0.0%GARPVery HighChicago, IL2026-11-05
State of Alaska, Department of Revenue
97,336$5130.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
95,537$504.4K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
95,444$503.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Jackson Creek Investment Advisors LLC
93,721$4950.0%ValueVery HighCastle Rock, CO2026-11-04
Sterling Capital Management LLC
85,562$451.8K0.0%GARPMediumCharlotte, NC2026-10-22
Jeppson Wealth Management, LLC
75,220$397.2K0.1%CoreLowManhattan Beach, CA2026-10-20
Crossmark Global Holdings, Inc.
74,404$392.9K0.0%GARPMediumHouston, TX2026-10-21
Compass Financial Management LLC
73,840$389.9K0.0%CoreN/ATampa, FL2026-10-30
Pictet Asset Management Holding SA
66,373$350.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
HB Wealth Management, LLC
64,577$238.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Register Financial Advisors LLC
61,149$322.9K0.1%GARPLowAtlanta, GA2026-10-23
ProShare Advisors LLC
58,956$311.3K0.0%GrowthLowBethesda, MD2026-10-29
Sigma Planning Corp
58,130$306.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
TriaGen Wealth Management LLC
54,840$289.6K0.1%CoreMediumCalabasas, CA2026-10-14
Strs Ohio
51,400$271.4K0.0%CoreMediumColumbus, OH2026-10-30
Lido Advisors, LLC
51,097$269.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
49,918$263.6K0.0%CoreLowAustin, TX2026-11-02
Mutual of America Capital Management LLC
48,598$256.6K0.0%IndexLowNew York, NY2026-10-23
Chicago Partners Investment Group LLC
45,023$241.3K0.0%GARPLowChicago, IL2026-10-27
Xponance LLC
43,633$230.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Krilogy Financial LLC
41,805$233.3K0.0%GrowthLowSt. Louis, MO2026-10-13
CIBC Asset Management Inc
39,107$206.5K0.0%GARPLowToronto, South Africa2026-11-05
NorthCrest Asset Manangement, LLC
38,020$217.9K0.0%GrowthLowPlymouth, MN2026-10-13
MGO One Seven LLC
35,469$187.3K0.0%GrowthLowBeachwood, OH2026-10-28
Independent Financial Group, LLC
33,650$177.7K0.0%GrowthLowSan Diego, CA2026-10-13
Investors Research Corp
32,722$172.8K0.0%ETFLowAtlanta, GA2026-10-07
Cidel Asset Management Inc
30,627$161.7K0.0%CoreMediumToronto, Australia2026-10-29
DekaBank Deutsche Girozentrale
30,003$1580.0%CoreLowFrankfurt, Hong Kong2026-10-27
Cambridge Investment Research Advisors, Inc.
29,512$1560.0%ETFLowFairfield, IA2026-11-02
Swiss Life Asset Management Ltd
28,355$149.7K0.0%CoreLowZurich, Switzerland2026-11-03
Praxis Investment Management Inc
28,308$1490.0%CoreLowGoshen, IN2026-11-03
Virginia Retirement Systems ET Al
27,800$146.8K0.0%CoreMediumRichmond, VA2026-10-28
Citizens Financial Group Inc
23,445$123.8K0.0%GrowthLowProvidence, RI2026-10-23
Midwest Trust Co
22,761$120.2K0.0%CoreLowOverland Park, KS2026-10-22
Compound Planning, Inc.
22,544$119.0K0.0%CoreLowNew York, NY2026-11-05
Parallel Advisors, LLC
22,504$118.8K0.0%IndexLowSan Francisco, CA2026-11-03
US Bancorp \de\
22,469$118.6K0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
22,041$116.4K0.0%IndexLowAtlanta, GA2026-10-23
Evergreen Capital Management LLC
20,061$105.9K0.0%GARPMediumBellevue, WA2026-10-23
Wedmont Private Capital
19,947$114.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Gamma Investing LLC
19,782$104.4K0.0%IndexVery LowFoster City, CA2026-10-08
Abel Hall, LLC
19,458$102.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
Profund Advisors LLC
19,396$102.4K0.0%GrowthLowBethesda, MD2026-10-29
EverSource Wealth Advisors, LLC
18,884$99.7K0.0%CoreMediumBirmingham, AL2026-11-04
Sage Rhino Capital LLC
17,899$94.5K0.0%ETFLowMenlo Park, CA2026-10-28
Choreo, LLC
16,510$87.2K0.0%IndexLowRockford, IL2026-10-28
Dynamic Advisor Solutions LLC
16,259$85.8K0.0%ETFLowPhoenix, AZ2026-10-13
Olympiad Research LP
15,953$84.2K0.1%Deep ValueVery HighStamford, CT2026-11-04
Fulcrum Asset Management LLP
15,515$82.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
AlphaCore Capital LLC
15,388$81.2K0.0%ETFLowLa Jolla, CA2026-11-04
Parcion Private Wealth LLC
15,195$80.2K0.0%CoreMediumBellevue, WA2026-10-28
Three Arch Wealth Management LLC
15,172$80.1K0.0%ETFVery LowIrvine, CA2026-10-20
Farther Finance Advisors, LLC
14,599$77.1K0.0%IndexLowSan Francisco, CA2026-10-08
Daymark Wealth Partners, LLC
14,491$76.5K0.0%CoreLowCincinnati, OH2026-11-04
Pinnacle Associates LTD
14,299$75.5K0.0%CoreLowNew York, NY2026-10-20
Allspring Global Investments Holdings, LLC
12,937$69.5K0.0%CoreMediumCharlotte, NC2026-11-04
KBC Group NV
12,759$670.0%CoreMediumBrussels, Czech Republic2026-10-22
Ritholtz Wealth Management
11,807$62.3K0.0%IndexLowNew York, NY2026-11-05
Aspiriant, LLC
11,662$61.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
11,575$61.1K0.0%GrowthLowRed Bank, NJ2026-10-23
SYM Financial Corp
11,496$60.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
State of Wyoming
11,408$60.2K0.0%ValueHighCheyenne, WY2026-10-28
Summit Global Investments
10,783$570.0%CoreMediumBountiful, UT2026-10-28
Truist Financial Corp
10,638$56.2K0.0%CoreLowCharlotte, NC2026-10-30
Capstone Wealth Management, LLC
10,609$56.0K0.0%ETFLowTuscaloosa, AL2026-11-02
Quadrant Capital Group LLC
10,246$57.3K0.0%CoreLowCincinnati, OH2026-10-20
Everhart Financial Group, Inc.
10,086$53.3K0.0%ETFLowDublin, OH2026-10-08
Pinnacle Wealth Planning Services, Inc.
8,975$47.4K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
8,715$46.0K0.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
8,661$45.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Deseret Mutual Benefit Administrators
7,697$40.6K0.0%CoreMediumSalt Lake City, UT2026-11-04
Essential Partners LLC
5,383$28.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
5,015$26.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Salomon & Ludwin, LLC
4,227$22.3K0.0%ETFVery LowRichmond, VA2026-10-29
Elevated Capital Advisors, LLC
3,694$19.5K0.0%ETFMediumSandy, UT2026-11-04
Provenance Wealth Advisors, LLC
3,423$18.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
SJS Investment Consulting Inc.
3,373$17.8K0.0%ETFVery LowSylvania, OH2026-10-26
Leonteq Securities AG
3,351$17.7K0.0%CoreHighZurich, Switzerland2026-10-29
GHP Investment Advisors, Inc.
3,285$17.3K0.0%CoreVery LowDenver, CO2026-10-15
Barrett & Company, Inc.
3,209$16.9K0.0%ETFLowProvidence, RI2026-10-22
True Wealth Design, LLC
2,752$14.5K0.0%ETFMediumAkron, OH2026-10-13
Activest Wealth Management
2,740$14.5K0.0%ETFLowAventura, FL2026-10-15
Triumph Capital Management
2,716$14.3K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
2,535$13.4K0.0%ETFMediumEncinitas, CA2026-10-21
Cdkv Holdings LLC
2,512$13.3K0.0%ETFMediumDenver, CO2026-10-28
TD Waterhouse Canada Inc.
2,457$13.0K0.0%CoreLowToronto, Australia2026-10-16
Larson Financial Group LLC
2,144$11.3K0.0%GrowthLowSt Louis, MO2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
2,106$11.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Lanark Financial, Inc.
1,795$9.5K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
1,710$9.0K0.0%CoreLowCleveland, OH2026-10-20
Next Level Wealth Planning, LLC
1,630$8.6K0.0%ETFVery LowMeridian, ID2026-10-29
Citizens National Bank Trust Department
1,470$7.8K0.0%CoreVery LowMeridian, MS2026-11-04
Covestor Ltd
1,175$60.0%ValueHighLondon, United Kingdom2026-10-30
CoreCap Advisors, LLC
1,000$5.3K0.0%ETFMediumSouthfield, MI2026-10-08
Owl Creek Wealth Partners LLC
995$5.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Downshift Financial, LLC
893$4.7K0.0%ETFLowBoulder, CO2026-10-13
Indiana Trust & Investment Management Co
750$4.0K0.0%GrowthLowMishawaka, IN2026-10-22
Versant Capital Management, Inc
730$3.9K0.0%GARPLowPhoenix, AZ2026-10-02
Cranbrook Wealth Management, LLC
643$3.4K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Kingdom Financial Group Llc.
638$3.4K0.0%ETFMediumPeoria, AZ2026-11-04
Ascentis Wealth Management, LLC
408$2.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Farmers & Merchants Investments Inc
406$2.1K0.0%CoreVery LowLincoln, NE2026-10-22
Private Wealth Management Group, LLC
315$1.7K0.0%ETFLowPrinceton, NJ2026-10-19
Westside Investment Management, Inc.
300$1.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Tsfg, LLC
300$20.0%ETFLowLake Forest, IL2026-10-23
Thompson Investment Management, Inc.
220$1.2K0.0%ValueMediumMadison, WI2026-10-14
Key FInancial Inc
173$9130.0%ETFLowWest Chester, PA2026-11-02
City Holding Co
157$8270.0%CoreLowCharleston, WV2026-10-19
Blue Trust, Inc.
149$7870.0%ETFLowBrentwood, TN2026-10-15
Harbor Investment Advisory, LLC
149$7870.0%GrowthLowLutherville, MD2026-10-13
Hughes Financial Services, LLC
142$7210.0%ETFLowHerndon, VA2026-10-30
Axiom Investment Management LLC
129$6810.0%CoreN/ANew York, NY2026-11-03
Financial Consulate, Inc
109$5760.0%ETFLowHunt Valley, MD2026-10-23
Assetmark, Inc
106$5580.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
103$5440.0%ETFLowBethlehem, PA2026-10-23
Latitude Advisors, LLC
100$5280.0%ETFLowYorkville, IL2026-10-27
Creative Financial Designs Inc
86$4540.0%ETFMediumKokomo, IN2026-11-04
Wolff Wiese Magana LLC
79$4160.0%GrowthLowCarslbad, CA2026-10-15
First Command Advisory Services, Inc.
78$4120.0%IndexLowFort Worth, TX2026-11-05
Bare Financial Services, Inc
77$4070.0%ETFVery LowGap, PA2026-11-04
Bangor Savings Bank
76$4010.0%ETFLowBangor, ME2026-10-06
JFS Wealth Advisors, LLC
75$3960.0%ETFVery LowHermitage, PA2026-11-03
UMB Private Wealth Management, LLC
71$3750.0%GrowthN/AKansas City, MO2026-10-19
Cedar Mountain Advisors, LLC
69$3640.0%ETFVery LowLake Oswego, OR2026-10-15
Cromwell Holdings LLC
64$3380.0%IndexLowJackson, WY2026-10-28
Gilpin Wealth Management, LLC
56$2960.0%GrowthLowDenver, CO2026-10-09
MV Capital Management, Inc.
52$2750.0%ETFLowBethesda, MD2026-10-29
Country Trust Bank
51$2690.0%GrowthLowBloomington, IL2026-10-30
Lloyd Advisory Services, Llc.
50$2650.0%ETFVery HighSuwanee, GA2026-11-02
Davis Capital Management
24$1270.0%CoreLowJacksonville, FL2026-10-08
Abound Wealth Management
20$1060.0%ETFVery LowFranklin, TN2026-10-26
Buck Wealth Strategies, LLC
17$900.0%ValueMediumDenver, CO2026-10-28
Pension & Wealth Management Advisors, Inc.
12$630.0%ETFLowWaltham, MA2026-10-16
Trust Co
10$530.0%ETFVery LowManhattan, KS2026-10-09
Rakuten Securities, Inc.
2$110.0%Agg GrowthHighTokyo, Mexico2026-11-02
Ascentis Independent Advisors
0$00.0%ETFLowDallas, TX2026-11-03