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GEN Digital Inc (GEN)

CUSIP: 668771108 | NYSE | Technology · Software - Infrastructure | Large Cap | 1709 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 LLC29,710,3845.0%Newly reportedSep 30, 202630,421,154 sh (Jun 30, 2026)
13G/AVanguard Portfolio Management LLC29,710,384
5.0% of class · Sep 30, 2026Newly reported
30,421,154 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Geode Capital Management, LLC15,994,172
0.0% of portfolio›$351.0M
LSV Asset Management10,840,943
0.0% of portfolio›$238.7K
Dimensional Fund Advisors LP7,215,880
0.0% of portfolio›$158.8M
Deutsche Bank Ag\5,264,043
0.0% of portfolio›$115.9M
Amundi5,025,253
0.0% of portfolio›$110.7M
Bank of New York Mellon Corp4,278,081
0.0% of portfolio›$94.2M
KBC Group NV4,107,101
0.0% of portfolio›$90.4K
Robeco Institutional Asset Management B.V.2,377,320
0.1% of portfolio›$52.3M
Citigroup Inc2,249,065
0.0% of portfolio›$49.5M
Todd Asset Management LLC1,902,206
0.8% of portfolio›$41.9M
Barclays PLC1,401,491
0.0% of portfolio›$30.9M
Mitsubishi UFJ Asset Management Co., Ltd.1,363,537
0.0% of portfolio›$30.0M
PFA Pension, Forsikringsaktieselskab1,266,697
0.1% of portfolio›$27.9M
Sumitomo Mitsui Trust Group, Inc.1,259,716
0.0% of portfolio›$27.7M
Eurizon Capital SGR S.p.A.1,164,810
0.1% of portfolio›$25.6M
SEB Asset Management AB895,418
0.1% of portfolio›$19.7M
Braun Stacey Associates Inc852,460
0.5% of portfolio›$18.8M
Assenagon Asset Management S.A.800,557
0.0% of portfolio›$17.6M
Swedbank AB699,318
0.0% of portfolio›$15.4M
Asset Management One Co., Ltd.612,071
0.0% of portfolio›$13.5M
Principal Financial Group Inc606,861
0.0% of portfolio›$13.4M
Artemis Investment Management LLP550,971
0.1% of portfolio›$12.1M
New York State Teachers Retirement System487,073
0.0% of portfolio›$10.7K
LBP AM SA468,600
0.1% of portfolio›$10.3M
Achmea Investment Management B.V.445,000
0.1% of portfolio›$9.8M
Aberdeen Group plc410,351
0.0% of portfolio›$9.0M
Fjarde Ap-Fonden TH Swedish National Pension Fund366,865
0.0% of portfolio›$8.1M
Russell Investments Group, Ltd.365,725
0.0% of portfolio›$8.1M
Y-Intercept (Hong Kong) Ltd356,599
0.2% of portfolio›$7.9M
Mirae Asset Global Investments Co., Ltd.315,333
0.0% of portfolio›$6.9M
Generali Investments CEE, investicni spolecnost, a.s.273,839
0.3% of portfolio›$6.8M
Livforsakringsbolaget Skandia, Omsesidigt270,049
0.2% of portfolio›$5.9M
Wedge Capital Management L L P260,414
0.1% of portfolio›$5.7M
Howard Capital Management, LLC247,925
0.1% of portfolio›$5.5M
Caitong International Asset Management Co., Ltd223,948
0.5% of portfolio›$4.9M
Pictet Asset Management Holding SA216,593
0.0% of portfolio›$4.8M
Sound Income Strategies, LLC216,475
0.2% of portfolio›$4.9M
Kendall Capital Management207,970
0.8% of portfolio›$4.6M
Leuthold Group, LLC201,947
0.4% of portfolio›$4.4M
CIBC Asset Management Inc200,234
0.0% of portfolio›$4.4M
Swiss Life Asset Management Ltd184,955
0.0% of portfolio›$4.1M
DekaBank Deutsche Girozentrale180,961
0.0% of portfolio›$4.0K
LPL Financial LLC173,713
0.0% of portfolio›$3.8M
State of Michigan Retirement System168,875
0.0% of portfolio›$3.7M
IFM Investors Pty Ltd165,069
0.0% of portfolio›$3.6M
Fifth Third Bancorp162,569
0.0% of portfolio›$3.6M
State of New Jersey Common Pension Fund D161,417
0.0% of portfolio›$3.6M
Exchange Traded Concepts, LLC160,221
0.0% of portfolio›$3.5M
Creative Planning157,192
0.0% of portfolio›$3.5M
ProShare Advisors LLC154,833
0.0% of portfolio›$3.4M
Czech National Bank154,790
0.0% of portfolio›$3.4M
Elevation Point Wealth Partners, LLC154,681
0.1% of portfolio›$3.4M
New York Life Investment Management LLC151,720
0.0% of portfolio›$3.3M
Arizona State Retirement System143,967
0.0% of portfolio›$3.2M
PNC Financial Services Group, Inc.135,028
0.0% of portfolio›$3.0M
Truist Financial Corp125,957
0.0% of portfolio›$2.8M
Raiffeisen Bank International AG120,338
0.0% of portfolio›$2.5M
Mutual of America Capital Management LLC119,858
0.0% of portfolio›$2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS119,023
0.0% of portfolio›$2.6M
Hixon Zuercher, LLC116,620
0.7% of portfolio›$2.6M
Xponance LLC116,397
0.0% of portfolio›$2.6M
B. Metzler seel. Sohn & Co. AG115,616
0.0% of portfolio›$2.5M
Genus Capital Management Inc.114,400
0.3% of portfolio›$2.5M
Retirement Systems of Alabama112,977
0.0% of portfolio›$2.5M
Nykredit A/S111,282
0.0% of portfolio›$2.5M
UniSuper Management Pty Ltd107,447
0.0% of portfolio›$2.4M
Iridian Asset Management LLC104,730
0.8% of portfolio›$2.3M
Neos Investment Management LLC101,830
0.0% of portfolio›$2.2M
Cohen Klingenstein LLC98,600
0.1% of portfolio›$2.2M
Daiwa Securities Group Inc.97,982
0.0% of portfolio›$2.2M
Rakuten Investment Management, Inc.95,942
0.0% of portfolio›$2.0M
Amalgamated Bank93,511
0.0% of portfolio›$2.1K
MacKenzie Financial Corp92,220
0.0% of portfolio›$2.0M
Vest Financial, LLC91,532
0.0% of portfolio›$2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd84,879
0.0% of portfolio›$1.9M
Ethic Inc.83,446
0.0% of portfolio›$1.8M
Candriam S.C.A.82,252
0.0% of portfolio›$1.8M
Long Road Investment Counsel, LLC76,425
0.7% of portfolio›$1.7M
Valley National Advisers Inc75,988
0.2% of portfolio›$1.7M
ASR Vermogensbeheer N.V.75,727
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC74,512
0.0% of portfolio›$1.7M
TD Waterhouse Canada Inc.69,377
0.0% of portfolio›$1.6M
Nisa Investment Advisors, LLC68,518
0.0% of portfolio›$1.5M
Y.D. More Investments Ltd68,296
0.0% of portfolio›$1.5M
Oregon Public Employees Retirement Fund66,232
0.0% of portfolio›$1.5M
Convergence Financial, LLC64,839
0.2% of portfolio›$1.4M
OP Asset Management Ltd63,046
0.0% of portfolio›$1.4M
Bonness Enterprises Inc62,500
0.4% of portfolio›$1.4M
Ellis Investment Partners, LLC58,141
0.2% of portfolio›$1.3M
Yousif Capital Management, LLC58,114
0.0% of portfolio›$1.3M
CenterBook Partners LP55,442
0.1% of portfolio›$1.2M
McKinney Capital Management, LLC54,027
0.5% of portfolio›$1.2M
Prospera Financial Services Inc52,880
0.0% of portfolio›$1.5M
OmniStar Financial Group, Inc.51,373
0.5% of portfolio›$1.1M
State of Alaska, Department of Revenue51,031
0.0% of portfolio›$1.1K
FNY Investment Advisers, LLC50,000
0.0% of portfolio›$1.1K
Friedenthal Financial47,158
0.5% of portfolio›$1.0M
Plato Investment Management Ltd46,251
0.1% of portfolio›$1.0M
Financiere des Professionnels - Fonds d'investissement inc.44,998
0.1% of portfolio›$990.9K
Alps Advisors Inc43,745
0.0% of portfolio›$963.3K
Gateway Investment Advisers LLC43,192
0.0% of portfolio›$951.1K
Gulf International Bank (UK) Ltd39,800
0.0% of portfolio›$876
Bokf, NA39,050
0.0% of portfolio›$859.9K
Gamma Investing LLC38,455
0.0% of portfolio›$846.8K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.37,718
0.0% of portfolio›$830.6K
Jefferies Financial Group Inc.37,000
0.0% of portfolio›$814.7K
Crossmark Global Holdings, Inc.36,427
0.0% of portfolio›$802.1K
ABN Amro Investment Solutions35,196
0.0% of portfolio›$775.0K
Allspring Global Investments Holdings, LLC33,869
0.0% of portfolio›$753.6K
J. Safra Sarasin Holding AG33,817
0.0% of portfolio›$705.9K
111 Capital33,665
0.1% of portfolio›$741.3K
Quadrant Capital Group LLC32,754
0.0% of portfolio›$779.9K
Commonwealth Equity Services, LLC31,668
0.0% of portfolio›$697.3K
Maryland State Retirement & Pension System30,536
0.0% of portfolio›$672.4K
Sarasin & Partners LLP30,500
0.0% of portfolio›$671.6K
Fideuram Asset Management (Ireland) dac29,600
0.0% of portfolio›$791.1K
Hartford Investment Management Co29,036
0.0% of portfolio›$639.4K
IFP Advisors, Inc28,585
0.0% of portfolio›$629.4K
Eagle Harbor Asset Management Inc28,058
0.5% of portfolio›$617.8K
Fulcrum Asset Management LLP27,666
0.0% of portfolio›$576.8K
New Mexico Educational Retirement Board27,397
0.0% of portfolio›$603
Forza Wealth Management, LLC27,392
0.2% of portfolio›$603.2K
Louisiana State Employees Retirement System26,500
0.0% of portfolio›$583.5K
Lanark Financial, Inc.25,908
0.0% of portfolio›$570.5K
US Bancorp \de\25,226
0.0% of portfolio›$555.5K
Grant Private Wealth Management Inc24,729
0.2% of portfolio›$544.5K
Spirit of America Management Corp24,700
0.1% of portfolio›$543.9K
Chicago Partners Investment Group LLC24,004
0.0% of portfolio›$597.2K
Verus Capital Partners, LLC23,620
0.0% of portfolio›$520.1K
Tokio Marine Asset Management Co LTD23,486
0.0% of portfolio›$517.2K
Naples Global Advisors, LLC23,141
0.0% of portfolio›$509.6K
HUB Investment Partners, LLC23,059
0.0% of portfolio›$507.8K
CX Institutional22,786
0.0% of portfolio›$502
Vise Technologies, Inc.22,698
0.0% of portfolio›$499.8K
Merit Financial Group, LLC22,377
0.0% of portfolio›$492.7K
OFI Invest Asset Management22,078
0.0% of portfolio›$486.2K
Evergreen Capital Management LLC21,541
0.0% of portfolio›$474.3K
Ashton Thomas Private Wealth, LLC21,069
0.0% of portfolio›$463.9K
Thrivent Financial for Lutherans20,589
0.0% of portfolio›$453
Cowa, LLC20,073
0.1% of portfolio›$442.0K
Oak Thistle LLC19,506
0.0% of portfolio›$429.5K
HB Wealth Management, LLC19,100
0.0% of portfolio›$420.6K
Praxis Investment Management Inc18,820
0.0% of portfolio›$414
Elevatus Welath Management18,548
0.1% of portfolio›$408.4K
Nations Financial Group Inc,18,528
0.0% of portfolio›$408.0K
E. Ohman J:or Asset Management AB18,450
0.0% of portfolio›$406.3K
PensionDanmark Pensionsforsikringsaktieselskab18,202
0.0% of portfolio›$400.8K
Michael J. Porro & Co. Financial Advisors, Inc.17,932
0.2% of portfolio›$394.9K
Everhart Financial Group, Inc.17,660
0.0% of portfolio›$388.9K
Ifrah Financial Services, Inc.17,197
0.1% of portfolio›$378.7K
Oppenheimer & Co Inc16,922
0.0% of portfolio›$372.6K
Cornerstone Wealth Group, LLC16,868
0.0% of portfolio›$371.4K
Gallacher Capital Management LLC16,662
0.3% of portfolio›$366.9K
Vontobel Holding Ltd.16,644
0.0% of portfolio›$366.5K
North Dakota State Investment Board16,444
0.0% of portfolio›$362.1K
Lido Advisors, LLC16,437
0.0% of portfolio›$362.0K
AlphaCore Capital LLC16,359
0.0% of portfolio›$360.2K
Aprio Wealth Management, LLC16,248
0.0% of portfolio›$357.8K
Axxion S.A.16,171
0.0% of portfolio›$358.6K
Baker Avenue Asset Management, LP16,091
0.0% of portfolio›$354.3K
Simplex Trading, LLC15,989
0.0% of portfolio›$352.1K
Wright Investors Service Inc15,973
0.1% of portfolio›$351.7K
Institute for Wealth Management, Llc.15,658
0.0% of portfolio›$344.8K
Compound Planning, Inc.15,548
0.0% of portfolio›$342.4K
Cookson Peirce & Co Inc15,432
0.0% of portfolio›$339.8K
Abacus Wealth Partners, LLC15,318
0.0% of portfolio›$337.3K
Generali Asset Management SPA SGR15,213
0.0% of portfolio›$335.0K
Kestra Advisory Services, LLC15,160
0.0% of portfolio›$333.8K
Savant Capital, LLC15,138
0.0% of portfolio›$333.3K
D.A. Davidson & Co.14,975
0.0% of portfolio›$329.8K
Strs Ohio14,515
0.0% of portfolio›$319.6K
Keybank National Association14,339
0.0% of portfolio›$315.7K
Parallel Advisors, LLC14,282
0.0% of portfolio›$314.5K
State of Wyoming14,171
0.0% of portfolio›$312.0K
Sterling Capital Management LLC14,046
0.0% of portfolio›$309.3K
Citizens Financial Group Inc14,003
0.0% of portfolio›$308.3K
Applied Finance Capital Management, LLC13,997
0.0% of portfolio›$308.2K
Securian Asset Management, Inc13,994
0.0% of portfolio›$308.1K
Farther Finance Advisors, LLC13,415
0.0% of portfolio›$295.4K
Perpetual Ltd12,813
0.0% of portfolio›$282.1K
Hanson & Doremus Investment Management12,780
0.0% of portfolio›$281
MQS Management LLC12,673
0.2% of portfolio›$279.1K
Cambridge Investment Research Advisors, Inc.12,436
0.0% of portfolio›$274
Childress Capital Advisors, LLC12,086
0.0% of portfolio›$266.1K
V-Square Quantitative Management LLC11,994
0.0% of portfolio›$264.1K
Benchmark Financial Wealth Advisors, LLC11,834
0.1% of portfolio›$260.6K
Crestwood Advisors Group, LLC11,742
0.0% of portfolio›$258.6K
Platform Technology Partners11,444
0.0% of portfolio›$252.0K
Certuity, LLC11,439
0.0% of portfolio›$251.9K
Chesley Taft & Associates LLC11,335
0.0% of portfolio›$249.6K
Greenleaf Trust11,206
0.0% of portfolio›$246.8K
Choreo, LLC11,204
0.0% of portfolio›$246.8K
Tema Etfs LLC10,995
0.0% of portfolio›$242.1K
Oslo Pensjonsforsikring AS10,973
0.0% of portfolio›$241.6K
J. Team Financial, Inc.10,882
0.2% of portfolio›$239.6K
Aaron Wealth Advisors LLC10,742
0.0% of portfolio›$236.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,599
0.0% of portfolio›$233.4K
Destiny Wealth Partners, LLC10,276
0.0% of portfolio›$307.2K
Fort Washington Investment Advisors Inc9,684
0.0% of portfolio›$213.2K
Beutel, Goodman & Co Ltd.9,655
0.0% of portfolio›$212
Haven Private, LLC9,647
0.1% of portfolio›$212.4K
First Horizon Corp9,470
0.0% of portfolio›$208.5K
Allworth Financial LP9,404
0.0% of portfolio›$234.1K
Inscription Capital, LLC9,189
0.0% of portfolio›$202.3K
Cornerstone Wealth Management, LLC9,188
0.0% of portfolio›$202.3K
Ag2r LA Mondiale Gestion D'actifs9,034
0.0% of portfolio›$198.9K
Signaturefd, LLC7,506
0.0% of portfolio›$165.3K
Harel Insurance Investments & Financial Services Ltd.7,000
0.0% of portfolio›$154
Mather Group, Llc.6,805
0.0% of portfolio›$149.8K
Natixis5,989
0.0% of portfolio›$131.9K
Rakuten Securities, Inc.5,892
0.0% of portfolio›$129.7K
Deseret Mutual Benefit Administrators5,240
0.0% of portfolio›$115.4K
Versant Capital Management, Inc5,093
0.0% of portfolio›$112.1K
UMB Bank, n.a.4,771
0.0% of portfolio›$105.1K
Central Trust Co4,564
0.0% of portfolio›$100.5K
Investors Research Corp4,000
0.0% of portfolio›$88.1K
Larson Financial Group LLC3,945
0.0% of portfolio›$86.9K
Assetmark, Inc3,890
0.0% of portfolio›$85.7K
Covestor Ltd3,716
0.0% of portfolio›$82
Leonteq Securities AG3,401
0.0% of portfolio›$74.9K
Eastern Bank2,881
0.0% of portfolio›$63.4K
Root Financial Partners, LLC2,665
0.0% of portfolio›$58.7K
Montag A & Associates Inc2,400
0.0% of portfolio›$52.8K
Ninety One UK Ltd2,231
0.0% of portfolio›$49.1K
Pension & Wealth Management Advisors, Inc.2,150
0.0% of portfolio›$47.3K
Curat Global, LLC2,125
0.0% of portfolio›$46.8K
Tsfg, LLC2,069
0.0% of portfolio›$46
WPG Advisers, LLC2,026
0.0% of portfolio›$44.6K
Bank Julius Baer & Co. Ltd, Zurich2,000
0.0% of portfolio›$44.1K
MassMutual Private Wealth & Trust, FSB1,768
0.0% of portfolio›$38.9K
Parkside Financial Bank & Trust1,702
0.0% of portfolio›$37.5K
Gen-Wealth Partners Inc1,690
0.0% of portfolio›$37.2K
TD Private Client Wealth LLC1,634
0.0% of portfolio›$36.0K
Cromwell Holdings LLC1,513
0.0% of portfolio›$33.3K
CoreCap Advisors, LLC1,357
0.0% of portfolio›$29.9K
Horizon Financial Services, LLC1,217
0.0% of portfolio›$26.8K
Ascentis Independent Advisors1,208
0.0% of portfolio›$26.6K
Grove Bank & Trust1,132
0.0% of portfolio›$24.9K
Rothwell Investment Advisors, LLC1,114
0.0% of portfolio›$24.5K
Zions Bancorporation, National Association1,087
0.0% of portfolio›$23.9K
EverSource Wealth Advisors, LLC1,081
0.0% of portfolio›$23.8K
Clearstead Advisors, LLC1,043
0.0% of portfolio›$22.9K
James T. Borello RIA1,038
0.0% of portfolio›$22.9K
Pinnacle Wealth Planning Services, Inc.1,018
0.0% of portfolio›$22.4K
True Wealth Design, LLC1,009
0.0% of portfolio›$22.2K
Harbor Capital Advisors, Inc.1,008
0.0% of portfolio›$22
Murphy & Mullick Capital Management Corp1,000
0.0% of portfolio›$22.0K
Brown, Lisle Ings, Inc.976
0.0% of portfolio›$21.5K
Salomon & Ludwin, LLC940
0.0% of portfolio›$20.7K
JFS Wealth Advisors, LLC815
0.0% of portfolio›$17.9K
Elyxium Wealth, LLC743
0.0% of portfolio›$16.4K
Caldwell Trust Co740
0.0% of portfolio›$16.3K
Rossby Financial, LCC725
0.0% of portfolio›$16.0K
MV Capital Management, Inc.719
0.0% of portfolio›$15.8K
Capital Advisors, Ltd. LLC673
0.0% of portfolio›$15
Elevation Wealth Partners, LLC672
0.0% of portfolio›$14.8K
Wilmington Savings Fund Society, FSB670
0.0% of portfolio›$14.8K
Costello Asset Management, Inc600
0.0% of portfolio›$13.2K
Southern Michigan Bank & Trust600
0.0% of portfolio›$13.2K
Ascentis Wealth Management, LLC588
0.0% of portfolio›$12.9K
Signature Equity Partners, LLC556
0.0% of portfolio›$12.2K
Hazlett, Burt & Watson, Inc.541
0.0% of portfolio›$12
Fortitude Family Office, LLC523
0.0% of portfolio›$11.5K
GHP Investment Advisors, Inc.499
0.0% of portfolio›$11.0K
Owl Creek Wealth Partners LLC492
0.0% of portfolio›$10.8K
Farmers & Merchants Investments Inc451
0.0% of portfolio›$9.9K
Tobam432
0.0% of portfolio›$10
Jacobi Capital Management LLC431
0.0% of portfolio›$9.5K
Pinnacle Bancorp, Inc.381
0.0% of portfolio›$8.4K
Signature Resources Capital Management, LLC374
0.0% of portfolio›$8.2K
Trust Co of Toledo NA374
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.365
0.0% of portfolio›$8.0K
Avion Wealth323
0.0% of portfolio›$7
Bullock Wealth Management Group314
0.0% of portfolio›$7.0K
Trust Co of Vermont306
0.0% of portfolio›$6.7K
Proathlete Wealth Management LLC296
0.0% of portfolio›$6.5K
High Note Wealth, LLC278
0.0% of portfolio›$6.1K
Latitude Advisors, LLC268
0.0% of portfolio›$5.9K
Marquette Asset Management, LLC268
0.0% of portfolio›$5.9K
Private Trust Co NA261
0.0% of portfolio›$5.7K
Clearstead Trust, LLC259
0.0% of portfolio›$5.7K
Silver Grove Financial Group, Inc.237
0.0% of portfolio›$5.2K
Blue Trust, Inc.228
0.0% of portfolio›$5.0K
Harbor Asset Planning, Inc.208
0.0% of portfolio›$4.6K
Creative Capital Management Investments LLC196
0.0% of portfolio›$4.3K
Bell Investment Advisors, Inc187
0.0% of portfolio›$4.1K
North Star Investment Management Corp.186
0.0% of portfolio›$4.1K
Private Wealth Management Group, LLC178
0.0% of portfolio›$3.9K
Physician Wealth Advisors, Inc.168
0.0% of portfolio›$3.7K
J.Safra Asset Management Corp165
0.0% of portfolio›$3.6K
Planning Strategies Inc.147
0.0% of portfolio›$3.2K
Bay Harbor Wealth Management, LLC144
0.0% of portfolio›$3.2K
First Command Advisory Services, Inc.118
0.0% of portfolio›$2.6K
Fairway Wealth LLC117
0.0% of portfolio›$2.6K
Blueline Advisors LLC116
0.0% of portfolio›$2.6K
Bare Financial Services, Inc115
0.0% of portfolio›$2.5K
Spire Wealth Management110
0.0% of portfolio›$2.4K
Torren Management, LLC109
0.0% of portfolio›$2.4K
DT Investment Partners, LLC106
0.0% of portfolio›$2.3K
Highline Wealth Partners LLC103
0.0% of portfolio›$2.3K
UMB Private Wealth Management, LLC100
0.0% of portfolio›$2.2K
Concord Wealth Partners100
0.0% of portfolio›$2.2K
City State Bank100
0.0% of portfolio›$2.2K
DiNuzzo Private Wealth, Inc.98
0.0% of portfolio›$2.2K
Toth Financial Advisory Corp90
0.0% of portfolio›$2.0K
Manchester Capital Management LLC65
0.0% of portfolio›$1.4K
Burk Holdings LLC62
0.0% of portfolio›$1.4K
Ares Financial Consulting, LLC58
0.0% of portfolio›$1.3K
Addison Advisors LLC54
0.0% of portfolio›$1.2K
Provenance Wealth Advisors, LLC50
0.0% of portfolio›$1.1K
Align Financial, LLC48
0.0% of portfolio›$1.1K
Compass Financial Management LLC40
0.0% of portfolio›$881
American Capital Advisory, LLC34
0.0% of portfolio›$749
Activest Wealth Management33
0.0% of portfolio›$727
Quaker Wealth Management, LLC33
0.0% of portfolio›$727
Elevated Capital Advisors, LLC32
0.0% of portfolio›$705
Cassaday & Co Wealth Management LLC31
0.0% of portfolio›$745
Wolff Wiese Magana LLC30
0.0% of portfolio›$661
Nvwm, LLC29
0.0% of portfolio›$639
Wealth Enhancement Trust Services, Inc.29
0.0% of portfolio›$639
Key Capital Management, Inc27
0.0% of portfolio›$595
Three Bridge Wealth Advisors, LLC27
0.0% of portfolio›$595
DecisionPoint Financial, LLC27
0.0% of portfolio›$601
Downshift Financial, LLC26
0.0% of portfolio›$573
Arlington Trust Co LLC25
0.0% of portfolio›$551
Essential Partners LLC23
0.0% of portfolio›$506
Mosley Wealth Management22
0.0% of portfolio›$546
Financial Consulate, Inc22
0.0% of portfolio›$485
Accordant Advisory Group Inc21
0.0% of portfolio›$463
Birchwood Financial Partners, Inc.19
0.0% of portfolio›$418
Meriwether Wealth & Planning, LLC14
0.0% of portfolio›$308
Creative Financial Designs Inc11
0.0% of portfolio›$242
TFC Financial Management, Inc.10
0.0% of portfolio›$221
Bfsg, LLC10
0.0% of portfolio›$221
Hughes Financial Services, LLC9
0.0% of portfolio›$254
WestEnd Advisors, LLC9
0.0% of portfolio›$198
Bayban8
0.0% of portfolio›$199
Monetary Solutions, Ltd7
0.0% of portfolio›$154
Maryland Capital Advisors Inc.5
0.0% of portfolio›$111
Nfsg Corp5
0.0% of portfolio›$110
Davis Capital Management5
0.0% of portfolio›$110
Tounjian Advisory Partners, LLC5
0.0% of portfolio›$111
Balance Wealth Partners LLC3
0.0% of portfolio›$66
GK Wealth Management LLC3
0.0% of portfolio›$66
Lloyd Advisory Services, Llc.1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Geode Capital Management, LLC
15,994,172$351.0M0.0%IndexVery LowBoston, MA2026-11-06
LSV Asset Management
10,840,943$238.7K0.0%Deep ValueMediumChicago, IL2026-11-06
Dimensional Fund Advisors LP
7,215,880$158.8M0.0%IndexLowAustin, TX2026-11-04
Deutsche Bank Ag\
5,264,043$115.9M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Amundi
5,025,253$110.7M0.0%CoreMediumParis, India2026-11-06
Bank of New York Mellon Corp
4,278,081$94.2M0.0%CoreLowNew York, NY2026-11-05
KBC Group NV
4,107,101$90.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Robeco Institutional Asset Management B.V.
2,377,320$52.3M0.1%CoreMediumRotterdam, Philippines2026-10-20
Citigroup Inc
2,249,065$49.5M0.0%CoreMediumNew York, NY2026-11-04
Todd Asset Management LLC
1,902,206$41.9M0.8%ValueMediumLouisville, KY2026-10-27
Barclays PLC
1,401,491$30.9M0.0%CoreMediumLondon, United Kingdom2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
1,363,537$30.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
PFA Pension, Forsikringsaktieselskab
1,266,697$27.9M0.1%CoreLowCopenhagen, Greece2026-11-06
Sumitomo Mitsui Trust Group, Inc.
1,259,716$27.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Eurizon Capital SGR S.p.A.
1,164,810$25.6M0.1%CoreMediumMilan, Latvia2026-11-06
SEB Asset Management AB
895,418$19.7M0.1%CoreN/AStockholm, Sweden2026-11-04
Braun Stacey Associates Inc
852,460$18.8M0.5%MomentumMediumNew York, NY2026-10-19
Assenagon Asset Management S.A.
800,557$17.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Swedbank AB
699,318$15.4M0.0%GrowthLowStockholm, Sweden2026-10-27
Asset Management One Co., Ltd.
612,071$13.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Principal Financial Group Inc
606,861$13.4M0.0%CoreLowDes Moines, IA2026-11-02
Artemis Investment Management LLP
550,971$12.1M0.1%GARPHighEdinburgh, United Kingdom2026-10-08
New York State Teachers Retirement System
487,073$10.7K0.0%CoreVery LowAlbany, NY2026-10-22
LBP AM SA
468,600$10.3M0.1%GrowthMediumParis, India2026-11-06
Achmea Investment Management B.V.
445,000$9.8M0.1%CoreMediumZeist, Philippines2026-10-30
Aberdeen Group plc
410,351$9.0M0.0%CoreLowEdinburgh, United Kingdom2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
366,865$8.1M0.0%GrowthLowStockholm, Sweden2026-10-15
Russell Investments Group, Ltd.
365,725$8.1M0.0%CoreLowSeattle, WA2026-11-06
Y-Intercept (Hong Kong) Ltd
356,599$7.9M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Mirae Asset Global Investments Co., Ltd.
315,333$6.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
273,839$6.8M0.3%CoreLowPrague, Bahrain2026-10-15
Livforsakringsbolaget Skandia, Omsesidigt
270,049$5.9M0.2%GrowthMediumStockholm, Sweden2026-10-21
Wedge Capital Management L L P
260,414$5.7M0.1%ValueMediumCharlotte, NC2026-10-13
Howard Capital Management, LLC
247,925$5.5M0.1%ETFHighAlpharetta, GA2026-10-16
Caitong International Asset Management Co., Ltd
223,948$4.9M0.5%GrowthVery HighHong Kong, South Korea2026-10-29
Pictet Asset Management Holding SA
216,593$4.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sound Income Strategies, LLC
216,475$4.9M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Kendall Capital Management
207,970$4.6M0.8%GARPLowRockville, MD2026-10-23
Leuthold Group, LLC
201,947$4.4M0.4%ValueMediumMinneapolis, MN2026-11-04
CIBC Asset Management Inc
200,234$4.4M0.0%GARPLowToronto, South Africa2026-11-05
Swiss Life Asset Management Ltd
184,955$4.1M0.0%CoreLowZurich, Switzerland2026-11-03
DekaBank Deutsche Girozentrale
180,961$4.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
LPL Financial LLC
173,713$3.8M0.0%IndexVery LowFort Mill, SC2026-11-06
State of Michigan Retirement System
168,875$3.7M0.0%IndexLowEast Lansing, MI2026-10-27
IFM Investors Pty Ltd
165,069$3.6M0.0%IndexVery LowMelbourne, China2026-10-14
Fifth Third Bancorp
162,569$3.6M0.0%IndexVery LowCincinnati, OH2026-11-05
State of New Jersey Common Pension Fund D
161,417$3.6M0.0%CoreLowTrenton, NJ2026-11-05
Exchange Traded Concepts, LLC
160,221$3.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Creative Planning
157,192$3.5M0.0%IndexVery LowOverland Park, KS2026-11-02
ProShare Advisors LLC
154,833$3.4M0.0%GrowthLowBethesda, MD2026-10-29
Czech National Bank
154,790$3.4M0.0%IndexVery LowPrague, Bahrain2026-10-13
Elevation Point Wealth Partners, LLC
154,681$3.4M0.1%CoreHighDenver, CO2026-11-05
New York Life Investment Management LLC
151,720$3.3M0.0%GrowthLowNew York, NY2026-11-04
Arizona State Retirement System
143,967$3.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
PNC Financial Services Group, Inc.
135,028$3.0M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Truist Financial Corp
125,957$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Raiffeisen Bank International AG
120,338$2.5M0.0%GrowthMediumVienna, Chile2026-10-28
Mutual of America Capital Management LLC
119,858$2.6M0.0%IndexLowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
119,023$2.6M0.0%CoreLowHarrisburg, PA2026-11-03
Hixon Zuercher, LLC
116,620$2.6M0.7%CoreMediumFindlay, OH2026-10-13
Xponance LLC
116,397$2.6M0.0%IndexVery LowPhiladelphia, PA2026-11-03
B. Metzler seel. Sohn & Co. AG
115,616$2.5M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Genus Capital Management Inc.
114,400$2.5M0.3%GARPHighVancouver, UAE2026-11-04
Retirement Systems of Alabama
112,977$2.5M0.0%IndexLowMontgomery, AL2026-11-04
Nykredit A/S
111,282$2.5M0.0%CoreN/ANordhavn, Greece2026-11-06
UniSuper Management Pty Ltd
107,447$2.4M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Iridian Asset Management LLC
104,730$2.3M0.8%Deep ValueMediumWestport, CT2026-10-23
Neos Investment Management LLC
101,830$2.2M0.0%IndexVery LowWestport, CT2026-11-04
Cohen Klingenstein LLC
98,600$2.2M0.1%CoreVery LowNew York, NY2026-10-15
Daiwa Securities Group Inc.
97,982$2.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Rakuten Investment Management, Inc.
95,942$2.0M0.0%ETFMediumTokyo, Mexico2026-10-30
Amalgamated Bank
93,511$2.1K0.0%CoreVery LowNew York, NY2026-10-23
MacKenzie Financial Corp
92,220$2.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Vest Financial, LLC
91,532$2.0M0.0%ValueMediumMclean, VA2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
84,879$1.9M0.0%IndexVery LowTokyo, Mexico2026-10-20
Ethic Inc.
83,446$1.8M0.0%CoreLowNew York, NY2026-11-03
Candriam S.C.A.
82,252$1.8M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Long Road Investment Counsel, LLC
76,425$1.7M0.7%CoreVery LowKalamazoo, MI2026-11-04
Valley National Advisers Inc
75,988$1.7M0.2%ETFLowBethlehem, PA2026-10-23
ASR Vermogensbeheer N.V.
75,727$1.7M0.0%CoreLowUtrecht, Philippines2026-10-16
Wealth Enhancement Advisory Services, LLC
74,512$1.7M0.0%CoreLowPlymouth, MN2026-10-13
TD Waterhouse Canada Inc.
69,377$1.6M0.0%CoreLowToronto, Australia2026-10-16
Nisa Investment Advisors, LLC
68,518$1.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
Y.D. More Investments Ltd
68,296$1.5M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Oregon Public Employees Retirement Fund
66,232$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Convergence Financial, LLC
64,839$1.4M0.2%ETFMediumColumbia, MO2026-10-27
OP Asset Management Ltd
63,046$1.4M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Bonness Enterprises Inc
62,500$1.4M0.4%ValueVery LowWashington, DC2026-10-08
Ellis Investment Partners, LLC
58,141$1.3M0.2%ETFLowBerwyn, PA2026-10-21
Yousif Capital Management, LLC
58,114$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
CenterBook Partners LP
55,442$1.2M0.1%ValueVery HighGreenwich, CT2026-11-02
McKinney Capital Management, LLC
54,027$1.2M0.5%ValueN/AHouston, TX2026-11-06
Prospera Financial Services Inc
52,880$1.5M0.0%CoreMediumDallas, TX2026-11-04
OmniStar Financial Group, Inc.
51,373$1.1M0.5%ValueHighWilmington, NC2026-10-26
State of Alaska, Department of Revenue
51,031$1.1K0.0%CoreVery LowJuneau, AK2026-10-15
FNY Investment Advisers, LLC
50,000$1.1K0.0%GrowthVery HighNew York, NY2026-10-16
Friedenthal Financial
47,158$1.0M0.5%ETFHighMarlton, NJ2026-10-27
Plato Investment Management Ltd
46,251$1.0M0.1%CoreLowSydney, China2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
44,998$990.9K0.1%GrowthHighMontreal, Austria2026-11-03
Alps Advisors Inc
43,745$963.3K0.0%YieldLowDenver, CO2026-11-03
Gateway Investment Advisers LLC
43,192$951.1K0.0%GrowthLowCincinnati, OH2026-10-13
Gulf International Bank (UK) Ltd
39,800$8760.0%CoreVery LowLondon, United Kingdom2026-10-20
Bokf, NA
39,050$859.9K0.0%CoreLowTulsa, OK2026-10-27
Gamma Investing LLC
38,455$846.8K0.0%IndexVery LowFoster City, CA2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
37,718$830.6K0.0%CoreHighTurin, Latvia2026-10-22
Jefferies Financial Group Inc.
37,000$814.7K0.0%CoreVery HighNew York, NY2026-11-05
Crossmark Global Holdings, Inc.
36,427$802.1K0.0%GARPMediumHouston, TX2026-10-21
ABN Amro Investment Solutions
35,196$775.0K0.0%GrowthLowParis Cedex 008, India2026-10-21
Allspring Global Investments Holdings, LLC
33,869$753.6K0.0%CoreMediumCharlotte, NC2026-11-04
J. Safra Sarasin Holding AG
33,817$705.9K0.0%CoreMediumBasel, Switzerland2026-10-26
111 Capital
33,665$741.3K0.1%CoreVery HighParis, India2026-11-03
Quadrant Capital Group LLC
32,754$779.9K0.0%CoreLowCincinnati, OH2026-10-20
Commonwealth Equity Services, LLC
31,668$697.3K0.0%ETFLowWaltham, MA2026-11-02
Maryland State Retirement & Pension System
30,536$672.4K0.0%IndexVery LowBaltimore, MD2026-11-05
Sarasin & Partners LLP
30,500$671.6K0.0%GrowthMediumLondon, United Kingdom2026-10-13
Fideuram Asset Management (Ireland) dac
29,600$791.1K0.0%CoreHighDublin 1, Lithuania2026-10-29
Hartford Investment Management Co
29,036$639.4K0.0%IndexVery LowHartford, CT2026-11-04
IFP Advisors, Inc
28,585$629.4K0.0%GrowthLowTampa, FL2026-10-16
Eagle Harbor Asset Management Inc
28,058$617.8K0.5%GARPLowSeattle, WA2026-10-21
Fulcrum Asset Management LLP
27,666$576.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
New Mexico Educational Retirement Board
27,397$6030.0%IndexVery LowSanta Fe, NM2026-11-05
Forza Wealth Management, LLC
27,392$603.2K0.2%CoreVery LowSarasota, FL2026-10-20
Louisiana State Employees Retirement System
26,500$583.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Lanark Financial, Inc.
25,908$570.5K0.0%CoreMediumBirmingham, AL2026-10-26
US Bancorp \de\
25,226$555.5K0.0%IndexLowMinneapolis, MN2026-11-05
Grant Private Wealth Management Inc
24,729$544.5K0.2%GrowthMediumPleasanton, CA2026-10-19
Spirit of America Management Corp
24,700$543.9K0.1%GARPLowSyosset, NY2026-10-14
Chicago Partners Investment Group LLC
24,004$597.2K0.0%GARPLowChicago, IL2026-10-27
Verus Capital Partners, LLC
23,620$520.1K0.0%GrowthLowScottsdale, AZ2026-11-03
Tokio Marine Asset Management Co LTD
23,486$517.2K0.0%GrowthLowTokyo, Mexico2026-10-26
Naples Global Advisors, LLC
23,141$509.6K0.0%CoreVery LowNaples, FL2026-11-05
HUB Investment Partners, LLC
23,059$507.8K0.0%GrowthLowAustin, TX2026-11-03
CX Institutional
22,786$5020.0%CoreMediumAuburn, IN2026-10-02
Vise Technologies, Inc.
22,698$499.8K0.0%IndexLowNew York, NY2026-10-29
Merit Financial Group, LLC
22,377$492.7K0.0%ETFLowAlpharetta, GA2026-11-06
OFI Invest Asset Management
22,078$486.2K0.0%GrowthHighIssy Les Moulineaux, India2026-11-06
Evergreen Capital Management LLC
21,541$474.3K0.0%GARPMediumBellevue, WA2026-10-23
Ashton Thomas Private Wealth, LLC
21,069$463.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Thrivent Financial for Lutherans
20,589$4530.0%GARPMediumMinneapolis, MN2026-11-05
Cowa, LLC
20,073$442.0K0.1%ETFMediumTulsa, OK2026-10-30
Oak Thistle LLC
19,506$429.5K0.0%ValueVery HighNew York, NY2026-10-21
HB Wealth Management, LLC
19,100$420.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Praxis Investment Management Inc
18,820$4140.0%CoreLowGoshen, IN2026-11-03
Elevatus Welath Management
18,548$408.4K0.1%GrowthHighVictor, NY2026-10-19
Nations Financial Group Inc,
18,528$408.0K0.0%CoreLowCedar Rapids, IA2026-11-05
E. Ohman J:or Asset Management AB
18,450$406.3K0.0%GrowthMediumStockholm, Sweden2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
18,202$400.8K0.0%IndexLowCopenhagen O, Greece2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
17,932$394.9K0.2%GrowthLowOld Tappan, NJ2026-10-16
Everhart Financial Group, Inc.
17,660$388.9K0.0%ETFLowDublin, OH2026-10-08
Ifrah Financial Services, Inc.
17,197$378.7K0.1%ETFLowLittle Rock, AR2026-10-13
Oppenheimer & Co Inc
16,922$372.6K0.0%CoreLowNew York, NY2026-10-26
Cornerstone Wealth Group, LLC
16,868$371.4K0.0%CoreMediumHuntersville, NC2026-11-02
Gallacher Capital Management LLC
16,662$366.9K0.3%ValueMediumLone Tree, CO2026-10-30
Vontobel Holding Ltd.
16,644$366.5K0.0%CoreMediumZurich, Switzerland2026-10-16
North Dakota State Investment Board
16,444$362.1K0.0%GrowthMediumBismarck, ND2026-10-27
Lido Advisors, LLC
16,437$362.0K0.0%GrowthLowLos Angeles, CA2026-11-04
AlphaCore Capital LLC
16,359$360.2K0.0%ETFLowLa Jolla, CA2026-11-04
Aprio Wealth Management, LLC
16,248$357.8K0.0%ETFMediumAtlanta, GA2026-10-28
Axxion S.A.
16,171$358.6K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Baker Avenue Asset Management, LP
16,091$354.3K0.0%GrowthLowSan Francisco, CA2026-11-06
Simplex Trading, LLC
15,989$352.1K0.0%CoreVery HighChicago, IL2026-11-04
Wright Investors Service Inc
15,973$351.7K0.1%GrowthMediumShelton, CT2026-11-02
Institute for Wealth Management, Llc.
15,658$344.8K0.0%GrowthLowDenver, CO2026-11-06
Compound Planning, Inc.
15,548$342.4K0.0%CoreLowNew York, NY2026-11-05
Cookson Peirce & Co Inc
15,432$339.8K0.0%GrowthHighPittsburgh, PA2026-10-30
Abacus Wealth Partners, LLC
15,318$337.3K0.0%ETFLowSanta Monica, CA2026-11-03
Generali Asset Management SPA SGR
15,213$335.0K0.0%CoreLowTrieste, Latvia2026-10-26
Kestra Advisory Services, LLC
15,160$333.8K0.0%CoreLowAustin, TX2026-11-02
Savant Capital, LLC
15,138$333.3K0.0%IndexVery LowRockford, IL2026-11-06
D.A. Davidson & Co.
14,975$329.8K0.0%CoreLowGreat Falls, MT2026-10-28
Strs Ohio
14,515$319.6K0.0%CoreMediumColumbus, OH2026-10-30
Keybank National Association
14,339$315.7K0.0%CoreLowBrooklyn, OH2026-11-04
Parallel Advisors, LLC
14,282$314.5K0.0%IndexLowSan Francisco, CA2026-11-03
State of Wyoming
14,171$312.0K0.0%ValueHighCheyenne, WY2026-10-28
Sterling Capital Management LLC
14,046$309.3K0.0%GARPMediumCharlotte, NC2026-10-22
Citizens Financial Group Inc
14,003$308.3K0.0%GrowthLowProvidence, RI2026-10-23
Applied Finance Capital Management, LLC
13,997$308.2K0.0%CoreMediumSan Juan, PR2026-11-03
Securian Asset Management, Inc
13,994$308.1K0.0%IndexLowSt Paul, MN2026-11-06
Farther Finance Advisors, LLC
13,415$295.4K0.0%IndexLowSan Francisco, CA2026-10-08
Perpetual Ltd
12,813$282.1K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Hanson & Doremus Investment Management
12,780$2810.0%CoreVery LowBurlington, VT2026-10-16
MQS Management LLC
12,673$279.1K0.2%Deep ValueVery HighNew York, NY2026-11-06
Cambridge Investment Research Advisors, Inc.
12,436$2740.0%ETFLowFairfield, IA2026-11-02
Childress Capital Advisors, LLC
12,086$266.1K0.0%GARPMediumHouston, TX2026-10-28
V-Square Quantitative Management LLC
11,994$264.1K0.0%CoreLowChicago, IL2026-10-15
Benchmark Financial Wealth Advisors, LLC
11,834$260.6K0.1%ETFLowBoca Raton, FL2026-10-20
Crestwood Advisors Group, LLC
11,742$258.6K0.0%GrowthLowBoston, MA2026-10-27
Platform Technology Partners
11,444$252.0K0.0%CoreVery LowLocust Valley, NY2026-11-02
Certuity, LLC
11,439$251.9K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Chesley Taft & Associates LLC
11,335$249.6K0.0%CoreLowChicago, IL2026-10-13
Greenleaf Trust
11,206$246.8K0.0%CoreLowKalamazoo, MI2026-10-29
Choreo, LLC
11,204$246.8K0.0%IndexLowRockford, IL2026-10-28
Tema Etfs LLC
10,995$242.1K0.0%GrowthMediumNew York, NY2026-10-16
Oslo Pensjonsforsikring AS
10,973$241.6K0.0%ValueLowOslo, Norway2026-10-15
J. Team Financial, Inc.
10,882$239.6K0.2%CoreMediumAbilene, TX2026-11-03
Aaron Wealth Advisors LLC
10,742$236.5K0.0%GrowthMediumChicago, IL2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,599$233.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Destiny Wealth Partners, LLC
10,276$307.2K0.0%ETFMediumTavares, FL2026-11-05
Fort Washington Investment Advisors Inc
9,684$213.2K0.0%CoreLowCincinnati, OH2026-10-15
Beutel, Goodman & Co Ltd.
9,655$2120.0%ValueMediumToronto, Australia2026-11-04
Haven Private, LLC
9,647$212.4K0.1%ETFMediumOrlando, FL2026-10-27
First Horizon Corp
9,470$208.5K0.0%CoreLowMemphis, TN2026-10-26
Allworth Financial LP
9,404$234.1K0.0%IndexLowFolsom, CA2026-11-06
Inscription Capital, LLC
9,189$202.3K0.0%GARPMediumHouston, TX2026-11-02
Cornerstone Wealth Management, LLC
9,188$202.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Ag2r LA Mondiale Gestion D'actifs
9,034$198.9K0.0%GrowthLowParis, India2026-10-26
Signaturefd, LLC
7,506$165.3K0.0%IndexLowAtlanta, GA2026-10-23
Harel Insurance Investments & Financial Services Ltd.
7,000$1540.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Mather Group, Llc.
6,805$149.8K0.0%ETFMediumChicago, IL2026-10-14
Natixis
5,989$131.9K0.0%GARPHighParis, India2026-11-06
Rakuten Securities, Inc.
5,892$129.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Deseret Mutual Benefit Administrators
5,240$115.4K0.0%CoreMediumSalt Lake City, UT2026-11-04
Versant Capital Management, Inc
5,093$112.1K0.0%GARPLowPhoenix, AZ2026-10-02
UMB Bank, n.a.
4,771$105.1K0.0%CoreLowKansas City, MO2026-11-06
Central Trust Co
4,564$100.5K0.0%CoreLowJefferson City, MO2026-11-05
Investors Research Corp
4,000$88.1K0.0%ETFLowAtlanta, GA2026-10-07
Larson Financial Group LLC
3,945$86.9K0.0%GrowthLowSt Louis, MO2026-11-05
Assetmark, Inc
3,890$85.7K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
3,716$820.0%ValueHighLondon, United Kingdom2026-10-30
Leonteq Securities AG
3,401$74.9K0.0%CoreHighZurich, Switzerland2026-10-29
Eastern Bank
2,881$63.4K0.0%GrowthMediumBoston, MA2026-10-05
Root Financial Partners, LLC
2,665$58.7K0.0%ETFMediumEncinitas, CA2026-10-21
Montag A & Associates Inc
2,400$52.8K0.0%CoreLowAtlanta, GA2026-10-29
Ninety One UK Ltd
2,231$49.1K0.0%CoreMediumLondon, United Kingdom2026-10-15
Pension & Wealth Management Advisors, Inc.
2,150$47.3K0.0%ETFLowWaltham, MA2026-10-16
Curat Global, LLC
2,125$46.8K0.0%CoreMediumSpringfield, NH2026-10-26
Tsfg, LLC
2,069$460.0%ETFLowLake Forest, IL2026-10-23
WPG Advisers, LLC
2,026$44.6K0.0%CoreLowBaltimore, MD2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
2,000$44.1K0.0%GrowthMediumZurich, Switzerland2026-10-29
MassMutual Private Wealth & Trust, FSB
1,768$38.9K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
1,702$37.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Gen-Wealth Partners Inc
1,690$37.2K0.0%CoreLowZeeland, MI2026-11-04
TD Private Client Wealth LLC
1,634$36.0K0.0%ETFLowNew York, NY2026-10-28
Cromwell Holdings LLC
1,513$33.3K0.0%IndexLowJackson, WY2026-10-28
CoreCap Advisors, LLC
1,357$29.9K0.0%ETFMediumSouthfield, MI2026-10-08
Horizon Financial Services, LLC
1,217$26.8K0.0%ETFLowWinston Salem, NC2026-11-04
Ascentis Independent Advisors
1,208$26.6K0.0%ETFLowDallas, TX2026-11-03
Grove Bank & Trust
1,132$24.9K0.0%ETFLowMiami, FL2026-10-08
Rothwell Investment Advisors, LLC
1,114$24.5K0.0%N/AN/ASalem, MA2026-11-06
Zions Bancorporation, National Association
1,087$23.9K0.0%CoreMediumSalt Lake City, UT2026-11-06
EverSource Wealth Advisors, LLC
1,081$23.8K0.0%CoreMediumBirmingham, AL2026-11-04
Clearstead Advisors, LLC
1,043$22.9K0.0%ETFLowCleveland, OH2026-11-06
James T. Borello RIA
1,038$22.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Pinnacle Wealth Planning Services, Inc.
1,018$22.4K0.0%GARPLowMansfield, OH2026-10-27
True Wealth Design, LLC
1,009$22.2K0.0%ETFMediumAkron, OH2026-10-13
Harbor Capital Advisors, Inc.
1,008$220.0%ValueHighChicago, IL2026-10-22
Murphy & Mullick Capital Management Corp
1,000$22.0K0.0%GrowthLowSmithtown, NY2026-11-02
Brown, Lisle Ings, Inc.
976$21.5K0.0%CoreVery LowProvidence, RI2026-10-16
Salomon & Ludwin, LLC
940$20.7K0.0%ETFVery LowRichmond, VA2026-10-29
JFS Wealth Advisors, LLC
815$17.9K0.0%ETFVery LowHermitage, PA2026-11-03
Elyxium Wealth, LLC
743$16.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Caldwell Trust Co
740$16.3K0.0%GrowthLowVenice, FL2026-10-30
Rossby Financial, LCC
725$16.0K0.0%ETFMediumMelbourne, FL2026-11-05
MV Capital Management, Inc.
719$15.8K0.0%ETFLowBethesda, MD2026-10-29
Capital Advisors, Ltd. LLC
673$150.0%ETFLowShaker Heights, OH2026-10-27
Elevation Wealth Partners, LLC
672$14.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Wilmington Savings Fund Society, FSB
670$14.8K0.0%CoreLowWilmington, DE2026-10-23
Costello Asset Management, Inc
600$13.2K0.0%CoreLowFeasterville, PA2026-10-30
Southern Michigan Bank & Trust
600$13.2K0.0%ETFLowColdwater, MI2026-10-19
Ascentis Wealth Management, LLC
588$12.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Signature Equity Partners, LLC
556$12.2K0.0%GrowthMediumColumbus, OH2026-10-29
Hazlett, Burt & Watson, Inc.
541$120.0%CoreVery LowWheeling, WV2026-11-04
Fortitude Family Office, LLC
523$11.5K0.0%ETFMediumScottsdale, AZ2026-10-14
GHP Investment Advisors, Inc.
499$11.0K0.0%CoreVery LowDenver, CO2026-10-15
Owl Creek Wealth Partners LLC
492$10.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Farmers & Merchants Investments Inc
451$9.9K0.0%CoreVery LowLincoln, NE2026-10-22
Tobam
432$100.0%ValueHighParis, India2026-11-03
Jacobi Capital Management LLC
431$9.5K0.0%CoreLowPittston, PA2026-11-05
Pinnacle Bancorp, Inc.
381$8.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Signature Resources Capital Management, LLC
374$8.2K0.0%ETFLowNewport Beach, CA2026-10-16
Trust Co of Toledo NA
374$8.2K0.0%GrowthVery LowHolland, OH2026-10-16
SJS Investment Consulting Inc.
365$8.0K0.0%ETFVery LowSylvania, OH2026-10-26
Avion Wealth
323$70.0%ETFLowThe Woodlands, TX2026-11-04
Bullock Wealth Management Group
314$7.0K0.0%GrowthLowBloomington, IN2026-10-09
Trust Co of Vermont
306$6.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Proathlete Wealth Management LLC
296$6.5K0.0%ETFVery LowBoca Raton, FL2026-10-15
High Note Wealth, LLC
278$6.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Latitude Advisors, LLC
268$5.9K0.0%ETFLowYorkville, IL2026-10-27
Marquette Asset Management, LLC
268$5.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Private Trust Co NA
261$5.7K0.0%CoreLowCleveland, OH2026-10-20
Clearstead Trust, LLC
259$5.7K0.0%GrowthLowPortland, ME2026-11-06
Silver Grove Financial Group, Inc.
237$5.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Blue Trust, Inc.
228$5.0K0.0%ETFLowBrentwood, TN2026-10-15
Harbor Asset Planning, Inc.
208$4.6K0.0%ETFVery LowBelmont, MA2026-10-23
Creative Capital Management Investments LLC
196$4.3K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
187$4.1K0.0%ETFVery LowOrinda, CA2026-10-29
North Star Investment Management Corp.
186$4.1K0.0%CoreLowChicago, IL2026-10-27
Private Wealth Management Group, LLC
178$3.9K0.0%ETFLowPrinceton, NJ2026-10-19
Physician Wealth Advisors, Inc.
168$3.7K0.0%ETFMediumMidvale, UT2026-10-20
J.Safra Asset Management Corp
165$3.6K0.0%ETFLowNew York, NY2026-11-03
Planning Strategies Inc.
147$3.2K0.0%ETFN/ALancaster, PA2026-10-02
Bay Harbor Wealth Management, LLC
144$3.2K0.0%ETFMediumHunt Valley, MD2026-11-03
First Command Advisory Services, Inc.
118$2.6K0.0%IndexLowFort Worth, TX2026-11-05
Fairway Wealth LLC
117$2.6K0.0%ETFLowIndependence, OH2026-10-30
Blueline Advisors LLC
116$2.6K0.0%ETFLowExeter, NH2026-10-15
Bare Financial Services, Inc
115$2.5K0.0%ETFVery LowGap, PA2026-11-04
Spire Wealth Management
110$2.4K0.0%GrowthMediumMclean, VA2026-10-30
Torren Management, LLC
109$2.4K0.0%ETFMediumSan Diego, CA2026-10-29
DT Investment Partners, LLC
106$2.3K0.0%ETFVery LowChadds Ford, PA2026-10-27
Highline Wealth Partners LLC
103$2.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
UMB Private Wealth Management, LLC
100$2.2K0.0%GrowthN/AKansas City, MO2026-10-19
Concord Wealth Partners
100$2.2K0.0%GrowthLowAbingdon, VA2026-11-02
City State Bank
100$2.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
DiNuzzo Private Wealth, Inc.
98$2.2K0.0%ETFLowBeaver, PA2026-10-16
Toth Financial Advisory Corp
90$2.0K0.0%CoreLowLeesburg, VA2026-10-08
Manchester Capital Management LLC
65$1.4K0.0%CoreLowManchester, VT2026-10-22
Burk Holdings LLC
62$1.4K0.0%ETFVery LowTulsa, OK2026-11-05
Ares Financial Consulting, LLC
58$1.3K0.0%CoreLowCalabasas, CA2026-10-19
Addison Advisors LLC
54$1.2K0.0%ETFLowMiddlebury, VT2026-11-06
Provenance Wealth Advisors, LLC
50$1.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Align Financial, LLC
48$1.1K0.0%ETFVery LowHermantown, MN2026-10-16
Compass Financial Management LLC
40$8810.0%CoreN/ATampa, FL2026-10-30
American Capital Advisory, LLC
34$7490.0%ETFLowKetchum, ID2026-10-28
Activest Wealth Management
33$7270.0%ETFLowAventura, FL2026-10-15
Quaker Wealth Management, LLC
33$7270.0%ETFMediumMoorestown, NJ2026-10-22
Elevated Capital Advisors, LLC
32$7050.0%ETFMediumSandy, UT2026-11-04
Cassaday & Co Wealth Management LLC
31$7450.0%ETFVery LowMclean, VA2026-10-27
Wolff Wiese Magana LLC
30$6610.0%GrowthLowCarslbad, CA2026-10-15
Nvwm, LLC
29$6390.0%GrowthMediumYardley, PA2026-10-14
Wealth Enhancement Trust Services, Inc.
29$6390.0%GrowthMediumSioux Falls, SD2026-10-07
Key Capital Management, Inc
27$5950.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Three Bridge Wealth Advisors, LLC
27$5950.0%ETFLowLos Altos, CA2026-11-05
DecisionPoint Financial, LLC
27$6010.0%ETFVery LowMesa, AZ2026-10-27
Downshift Financial, LLC
26$5730.0%ETFLowBoulder, CO2026-10-13
Arlington Trust Co LLC
25$5510.0%ETFMediumBirmingham, AL2026-10-20
Essential Partners LLC
23$5060.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mosley Wealth Management
22$5460.0%ETFHighAnaheim, CA2026-10-16
Financial Consulate, Inc
22$4850.0%ETFLowHunt Valley, MD2026-10-23
Accordant Advisory Group Inc
21$4630.0%ValueMediumAnnapolis, MD2026-10-29
Birchwood Financial Partners, Inc.
19$4180.0%ETFVery LowBloomington, MN2026-11-02
Meriwether Wealth & Planning, LLC
14$3080.0%ETFMediumMinden, LA2026-10-13
Creative Financial Designs Inc
11$2420.0%ETFMediumKokomo, IN2026-11-04
TFC Financial Management, Inc.
10$2210.0%ETFVery LowBoston, MA2026-10-26
Bfsg, LLC
10$2210.0%CoreLowIrvine, CA2026-10-30
Hughes Financial Services, LLC
9$2540.0%ETFLowHerndon, VA2026-10-30
WestEnd Advisors, LLC
9$1980.0%ETFMediumCharlotte, NC2026-10-27
Bayban
8$1990.0%ValueLowBayport, MN2026-11-05
Monetary Solutions, Ltd
7$1540.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
5$1110.0%ETFVery LowChester, MD2026-10-15
Nfsg Corp
5$1100.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Davis Capital Management
5$1100.0%CoreLowJacksonville, FL2026-10-08
Tounjian Advisory Partners, LLC
5$1110.0%GrowthHighFort Myers, FL2026-11-04
Balance Wealth Partners LLC
3$660.0%ETFMediumWorthington, OH2026-10-27
GK Wealth Management LLC
3$660.0%GARPVery HighReno, NV2026-10-09
Lloyd Advisory Services, Llc.
1$110.0%ETFVery HighSuwanee, GA2026-11-02