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Nuscale Power Corp (SMR)

CUSIP: 67079K100 | NYSE | Industrials · Specialty Industrial Machinery | Mid Cap | 994 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
13GVanguard Capital Management LLC21,577,4485.3%New 5%+ stakeSep 30, 202614,079,030 sh (Jun 30, 2026)
13D/AFluor Corporation13,500,0003.9%−12,936,472Apr 15, 2026No 13F filer matched
13D/ANuScale Holdings Corp.00.0%Fell below 5%Apr 9, 2026No 13F filer matched
13GVanguard Capital Management LLC21,577,448
5.3% of class · Sep 30, 2026New 5%+ stake
14,079,030 sh (Jun 30, 2026)
13D/AFluor Corporation13,500,000
3.9% of class · Apr 15, 2026−12,936,472
No 13F filer matched
13D/ANuScale Holdings Corp.0
0.0% of class · Apr 9, 2026Fell below 5%
No 13F filer matched

Institutional Holders — Q3 2026

Mirae Asset Global Investments Co., Ltd.1,618,392
0.0% of portfolio›$12.8M
Exchange Traded Concepts, LLC1,605,732
0.1% of portfolio›$12.7M
Bank of New York Mellon Corp1,060,544
0.0% of portfolio›$8.4M
RPG Investment Advisory, LLC798,534
1.2% of portfolio›$6.3M
Citigroup Inc583,095
0.0% of portfolio›$4.6M
Cambridge Investment Research Advisors, Inc.503,208
0.0% of portfolio›$4.0K
Once Capital Management, LLC305,000
0.3% of portfolio›$2.4M
Imc-Chicago, LLC283,986
0.0% of portfolio›$2.2M
Meridian Wealth Management, LLC272,262
0.1% of portfolio›$2.2M
Commonwealth Equity Services, LLC267,909
0.0% of portfolio›$2.1M
Simplex Trading, LLC253,483
0.0% of portfolio›$2.0M
Fulcrum Asset Management LLP245,486
0.1% of portfolio›$1.9M
Canal Insurance Co232,890
0.0% of portfolio›$1.8K
Creative Planning223,152
0.0% of portfolio›$1.8M
CWA Asset Management Group, LLC197,337
0.0% of portfolio›$1.6M
Kestra Advisory Services, LLC145,161
0.0% of portfolio›$1.1M
D.A. Davidson & Co.140,819
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D129,316
0.0% of portfolio›$1.0M
Hennion & Walsh Asset Management, Inc.109,109
0.0% of portfolio›$862.0K
Arizona State Retirement System95,071
0.0% of portfolio›$751.1K
Wealth Enhancement Advisory Services, LLC87,444
0.0% of portfolio›$640.1K
RFG Advisory, LLC82,936
0.0% of portfolio›$655.2K
Themes Management Co LLC76,963
0.4% of portfolio›$608.0K
Strs Ohio75,900
0.0% of portfolio›$599.6K
J. Safra Sarasin Holding AG69,102
0.0% of portfolio›$545.9K
Axxcess Wealth Management, LLC68,236
0.0% of portfolio›$539.1K
Clear Creek Financial Management, LLC68,073
0.0% of portfolio›$537.8K
Fifth Third Bancorp65,072
0.0% of portfolio›$514.1K
Alps Advisors Inc60,925
0.0% of portfolio›$481.3K
SBI Securities Co., Ltd.60,802
0.0% of portfolio›$480.3K
Parallel Advisors, LLC59,485
0.0% of portfolio›$469.9K
Worthington Financial Partners, LLC55,689
0.4% of portfolio›$439.9K
Pictet Asset Management Holding SA53,941
0.0% of portfolio›$426.1K
Kestra Private Wealth Services, LLC51,479
0.0% of portfolio›$406.7K
Evanson Financial, LLC51,000
0.0% of portfolio›$402.9K
Taylor Frigon Capital Management LLC50,278
0.2% of portfolio›$397.2K
Leonteq Securities AG46,773
0.0% of portfolio›$369.5K
ProShare Advisors LLC43,719
0.0% of portfolio›$345.4K
Truist Financial Corp43,686
0.0% of portfolio›$345.1K
Sowell Financial Services LLC41,252
0.0% of portfolio›$325.9K
Principal Financial Group Inc40,238
0.0% of portfolio›$317.9K
Vontobel Holding Ltd.36,320
0.0% of portfolio›$286.9K
Virginia Retirement Systems ET Al35,400
0.0% of portfolio›$279.7K
Onyx Bridge Wealth Group LLC33,797
0.0% of portfolio›$267.0K
Xponance LLC32,916
0.0% of portfolio›$260.0K
LeConte Wealth Management, LLC31,288
0.1% of portfolio›$247.2K
J.W. Cole Advisors, Inc.29,499
0.0% of portfolio›$233.0K
Robertson Stephens Wealth Management, LLC29,000
0.0% of portfolio›$229.1K
Twelve Points Wealth Management LLC25,191
0.0% of portfolio›$141.6K
Lauer Wealth, LLC25,130
0.1% of portfolio›$184.0K
Chicago Partners Investment Group LLC24,382
0.0% of portfolio›$131.2K
Walser Wealth Management Company, A Ltd Liability Co24,167
0.1% of portfolio›$190.9K
Koshinski Asset Management, Inc.23,886
0.0% of portfolio›$188.7K
Victory Financial Group, LLC23,756
0.0% of portfolio›$187.7K
Alchemi Wealth, LLC23,208
0.1% of portfolio›$183.3K
Swiss Life Asset Management Ltd22,905
0.0% of portfolio›$181.0K
Kingswood Wealth Advisors, LLC22,510
0.0% of portfolio›$177.8K
Farther Finance Advisors, LLC22,154
0.0% of portfolio›$175.0K
Dimensional Fund Advisors LP21,644
0.0% of portfolio›$171.0K
Carlson Financial, Inc.21,244
0.1% of portfolio›$167.8K
Gilliland Jeter Wealth Management LLC19,901
0.0% of portfolio›$157.2K
KBC Group NV19,883
0.0% of portfolio›$157
Perigon Wealth Management, LLC19,569
0.0% of portfolio›$154.6K
Prime Capital Investment Advisors, LLC19,339
0.0% of portfolio›$152.8K
HUB Investment Partners, LLC19,005
0.0% of portfolio›$150.1K
Heck Capital Advisors, LLC19,000
0.0% of portfolio›$150.1K
Gables Capital Management Inc.18,100
0.1% of portfolio›$143.0K
Wedbush Securities Inc18,035
0.0% of portfolio›$142
Midwest Capital Advisors, LLC17,538
0.0% of portfolio›$138.6K
Verdence Capital Advisors LLC17,408
0.0% of portfolio›$137.5K
Instrumental Wealth, LLC17,405
0.1% of portfolio›$137.5K
James J. Burns & Company, LLC17,000
0.0% of portfolio›$134.3K
Praxis Investment Management Inc16,243
0.0% of portfolio›$128
True Private Wealth Advisors16,130
0.0% of portfolio›$127.4K
Rakuten Securities, Inc.16,111
0.0% of portfolio›$127.3K
Balboa Wealth Partners16,035
0.0% of portfolio›$126.7K
Clear Harbor Asset Management, LLC15,786
0.0% of portfolio›$124.7K
US Bancorp \de\15,145
0.0% of portfolio›$119.6K
M Holdings Securities, Inc.15,027
0.0% of portfolio›$113
MGO One Seven LLC14,594
0.0% of portfolio›$115.3K
Allspring Global Investments Holdings, LLC14,575
0.0% of portfolio›$113.5K
Compagnie Lombard Odier SCmA14,000
0.0% of portfolio›$110.6K
Pilgrim Partners Asia Pte Ltd13,600
0.0% of portfolio›$107.4K
Kingsbury Capital Investment Advisors LLC13,350
0.1% of portfolio›$105.5K
Legacy Advisors, LLC13,049
0.0% of portfolio›$103.1K
Kaizen Financial Strategies12,956
0.0% of portfolio›$102.4K
Concurrent Investment Advisors, LLC12,688
0.0% of portfolio›$100.2K
Sloy Dahl & Holst, LLC12,498
0.0% of portfolio›$98.7K
Symphony Financial, Ltd. Co.12,113
0.0% of portfolio›$95.7K
Prospera Financial Services Inc11,966
0.0% of portfolio›$67.2K
Gibbs Wealth Management11,793
0.0% of portfolio›$93.2K
CoreCap Advisors, LLC11,533
0.0% of portfolio›$91.1K
DLK Investment Management, LLC11,500
0.0% of portfolio›$90.9K
Sterling Capital Management LLC11,488
0.0% of portfolio›$90.8K
Apollon Wealth Management, LLC11,481
0.0% of portfolio›$90.7K
Nfsg Corp11,470
0.0% of portfolio›$90.6K
OpenArc Corporate Advisory, LLC11,466
0.0% of portfolio›$90.6K
Verus Capital Partners, LLC11,354
0.0% of portfolio›$89.7K
AlphaCore Capital LLC11,306
0.0% of portfolio›$89.3K
Union Bancaire Privee, UBP SA11,089
0.0% of portfolio›$86.1K
Independent Financial Group, LLC10,791
0.0% of portfolio›$85.2K
CIBC Asset Management Inc10,380
0.0% of portfolio›$82.0K
Adamsbrown Wealth Consultants LLC10,300
0.0% of portfolio›$81.4K
Grange Capital, LLC10,243
0.1% of portfolio›$80.9K
Caitong International Asset Management Co., Ltd7,753
0.0% of portfolio›$61.2K
Signaturefd, LLC7,693
0.0% of portfolio›$60.8K
Larson Financial Group LLC7,314
0.0% of portfolio›$57.8K
Nisa Investment Advisors, LLC7,191
0.0% of portfolio›$56.8K
IFP Advisors, Inc7,074
0.0% of portfolio›$55.9K
Provenance Wealth Advisors, LLC5,792
0.0% of portfolio›$45.8K
Cassaday & Co Wealth Management LLC5,600
0.0% of portfolio›$44.2K
Ascentis Independent Advisors5,161
0.0% of portfolio›$40.8K
Cranbrook Wealth Management, LLC5,000
0.0% of portfolio›$39.5K
GK Wealth Management LLC4,852
0.0% of portfolio›$38.3K
Fortitude Family Office, LLC4,676
0.0% of portfolio›$36.9K
Spirit of America Management Corp4,500
0.0% of portfolio›$35.6K
PFS Partners, LLC4,405
0.0% of portfolio›$34.8K
Meriwether Wealth & Planning, LLC4,250
0.0% of portfolio›$33.6K
Signature Equity Partners, LLC4,091
0.0% of portfolio›$32.3K
Gamma Investing LLC3,221
0.0% of portfolio›$25.4K
Old Second National Bank of Aurora3,209
0.0% of portfolio›$25.4K
Spire Wealth Management3,073
0.0% of portfolio›$24.3K
Lanark Financial, Inc.3,072
0.0% of portfolio›$24.3K
Investment Research & Advisory Group, Inc.3,030
0.0% of portfolio›$23.9K
Wilmington Savings Fund Society, FSB3,000
0.0% of portfolio›$23.7K
Golden State Wealth Management, LLC2,499
0.0% of portfolio›$19.7K
TD Waterhouse Canada Inc.2,316
0.0% of portfolio›$18.0K
Albion Financial Group2,310
0.0% of portfolio›$18.2K
EverSource Wealth Advisors, LLC2,285
0.0% of portfolio›$18.1K
Key Capital Management, Inc2,190
0.0% of portfolio›$17.3K
Assetmark, Inc2,153
0.0% of portfolio›$17.0K
Toth Financial Advisory Corp2,127
0.0% of portfolio›$16.8K
Creative Financial Designs Inc2,060
0.0% of portfolio›$16.3K
Balance Wealth Partners LLC1,861
0.0% of portfolio›$14.7K
Blue Trust, Inc.1,747
0.0% of portfolio›$13.8K
Hilton Head Capital Partners, LLC1,500
0.0% of portfolio›$11.9K
Harbor Capital Advisors, Inc.1,498
0.0% of portfolio›$12
Strategic Advocates LLC1,496
0.0% of portfolio›$11.8K
Ascentis Wealth Management, LLC1,403
0.0% of portfolio›$11.1K
Adirondack Trust Co1,375
0.0% of portfolio›$10.9K
Planning Strategies Inc.1,310
0.0% of portfolio›$10.3K
DeDora Capital, Inc.1,255
0.0% of portfolio›$9.9K
Main Street Group, LTD1,100
0.0% of portfolio›$8.7K
Stone House Investment Management, LLC1,062
0.0% of portfolio›$8.4K
Triumph Capital Management1,055
0.0% of portfolio›$8.3K
Rydar Equities, Inc.1,025
0.0% of portfolio›$7.9K
Fairscale Capital, LLC1,000
0.0% of portfolio›$5.6K
Indiana Trust & Investment Management Co950
0.0% of portfolio›$7.5K
Parkside Financial Bank & Trust936
0.0% of portfolio›$7.4K
Burkett Financial Services, LLC900
0.0% of portfolio›$7.1K
1620 Investment Advisors, Inc.850
0.0% of portfolio›$6.7K
Birch Financial Group, LLC833
0.0% of portfolio›$6.6K
Covestor Ltd734
0.0% of portfolio›$6
Compass Financial Management LLC734
0.0% of portfolio›$5.8K
Evermay Wealth Management LLC700
0.0% of portfolio›$5.5K
Owl Creek Wealth Partners LLC645
0.0% of portfolio›$5.1K
Pinnacle Wealth Planning Services, Inc.625
0.0% of portfolio›$4.9K
Hilltop National Bank600
0.0% of portfolio›$4.7K
Financial Consulate, Inc566
0.0% of portfolio›$4.5K
Jacobi Capital Management LLC564
0.0% of portfolio›$4.5K
Key FInancial Inc550
0.0% of portfolio›$4.3K
Silver Grove Financial Group, Inc.550
0.0% of portfolio›$4.3K
GoalVest Advisory LLC503
0.0% of portfolio›$4.0K
FNY Investment Advisers, LLC500
0.0% of portfolio›$3
Grove Bank & Trust500
0.0% of portfolio›$4.0K
Bear Mountain Capital, Inc.500
0.0% of portfolio›$2.9K
Kentucky Trust Co500
0.0% of portfolio›$4.0K
Kelleher Financial Advisors468
0.0% of portfolio›$3.7K
Bare Financial Services, Inc466
0.0% of portfolio›$3.7K
Jnba Financial Advisors400
0.0% of portfolio›$3.2K
Laurel Wealth Advisors LLC320
0.0% of portfolio›$2.5K
Markowski Investments316
0.0% of portfolio›$2.5K
Harbor Investment Advisory, LLC300
0.0% of portfolio›$2.4K
Versant Capital Management, Inc298
0.0% of portfolio›$2.4K
First Horizon Corp264
0.0% of portfolio›$2.1K
Next Level Wealth Planning, LLC260
0.0% of portfolio›$2.1K
Buck Wealth Strategies, LLC250
0.0% of portfolio›$2.0K
North Point Portfolio Managers Corp246
0.0% of portfolio›$1.9K
Avion Wealth243
0.0% of portfolio›$1
DiNuzzo Private Wealth, Inc.229
0.0% of portfolio›$1.8K
Highline Wealth Partners LLC216
0.0% of portfolio›$1.7K
MTM Investment Management, LLC215
0.0% of portfolio›$1.7K
Vision Financial Markets LLC206
0.0% of portfolio›$1.6K
Hughes Financial Services, LLC204
0.0% of portfolio›$1.2K
Arlington Trust Co LLC200
0.0% of portfolio›$1.6K
Birchbrook, Inc.200
0.0% of portfolio›$1.6K
Westside Investment Management, Inc.200
0.0% of portfolio›$1.6K
Moisand Fitzgerald Tamayo, LLC200
0.0% of portfolio›$1.6K
Wolff Wiese Magana LLC196
0.0% of portfolio›$1.5K
Aspect Partners, LLC193
0.0% of portfolio›$1.5K
Rachor Investment Advisory Services, LLC154
0.0% of portfolio›$1.2K
Hurley Capital, LLC151
0.0% of portfolio›$1.2K
Cedar Mountain Advisors, LLC150
0.0% of portfolio›$1.2K
Latitude Advisors, LLC150
0.0% of portfolio›$1.2K
TD Private Client Wealth LLC131
0.0% of portfolio›$1.0K
SJS Investment Consulting Inc.112
0.0% of portfolio›$885
Pacific Center for Financial Services100
0.0% of portfolio›$790
Physician Wealth Advisors, Inc.100
0.0% of portfolio›$790
CX Institutional100
0.0% of portfolio›$1
Burk Holdings LLC81
0.0% of portfolio›$640
Investors Research Corp70
0.0% of portfolio›$553
Eukles Asset Management62
0.0% of portfolio›$490
Hazlett, Burt & Watson, Inc.50
0.0% of portfolio›$0
Entrust Financial LLC50
0.0% of portfolio›$395
Tradewinds Capital Management, LLC50
0.0% of portfolio›$395
Capital Advisors, Ltd. LLC48
0.0% of portfolio›$0
Farmers & Merchants Investments Inc38
0.0% of portfolio›$300
Center for Financial Planning, Inc.35
0.0% of portfolio›$276
GHP Investment Advisors, Inc.27
0.0% of portfolio›$214
Root Financial Partners, LLC26
0.0% of portfolio›$205
RMG Wealth Management LLC20
0.0% of portfolio›$107
MassMutual Private Wealth & Trust, FSB17
0.0% of portfolio›$134
Essential Investment Partners LLC13
0.0% of portfolio›$103
Private Trust Co NA11
0.0% of portfolio›$87
Cape Investment Advisory, Inc.10
0.0% of portfolio›$79
Lodestone Wealth Management LLC4
0.0% of portfolio›$32
Duncker Streett & Co Inc3
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Mirae Asset Global Investments Co., Ltd.
1,618,392$12.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Exchange Traded Concepts, LLC
1,605,732$12.7M0.1%GrowthMediumOklahoma City, OK2026-10-28
Bank of New York Mellon Corp
1,060,544$8.4M0.0%CoreLowNew York, NY2026-11-05
RPG Investment Advisory, LLC
798,534$6.3M1.2%GrowthLowPleasanton, CA2026-10-21
Citigroup Inc
583,095$4.6M0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
503,208$4.0K0.0%ETFLowFairfield, IA2026-11-02
Once Capital Management, LLC
305,000$2.4M0.3%Agg GrowthLowNew York, NY2026-11-02
Imc-Chicago, LLC
283,986$2.2M0.0%GARPVery HighChicago, IL2026-11-05
Meridian Wealth Management, LLC
272,262$2.2M0.1%GrowthLowLexington, KY2026-11-05
Commonwealth Equity Services, LLC
267,909$2.1M0.0%ETFLowWaltham, MA2026-11-02
Simplex Trading, LLC
253,483$2.0M0.0%CoreVery HighChicago, IL2026-11-04
Fulcrum Asset Management LLP
245,486$1.9M0.1%CoreMediumLondon, United Kingdom2026-11-04
Canal Insurance Co
232,890$1.8K0.0%YieldVery LowGreenville, SC2026-10-20
Creative Planning
223,152$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
CWA Asset Management Group, LLC
197,337$1.6M0.0%CoreMediumNaples, FL2026-10-19
Kestra Advisory Services, LLC
145,161$1.1M0.0%CoreLowAustin, TX2026-11-02
D.A. Davidson & Co.
140,819$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
State of New Jersey Common Pension Fund D
129,316$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Hennion & Walsh Asset Management, Inc.
109,109$862.0K0.0%ValueMediumParsippany, NJ2026-10-13
Arizona State Retirement System
95,071$751.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
87,444$640.1K0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
82,936$655.2K0.0%ETFMediumBirmingham, AL2026-11-03
Themes Management Co LLC
76,963$608.0K0.4%GARPMediumGreenwich, CT2026-10-29
Strs Ohio
75,900$599.6K0.0%CoreMediumColumbus, OH2026-10-30
J. Safra Sarasin Holding AG
69,102$545.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Axxcess Wealth Management, LLC
68,236$539.1K0.0%CoreLowCarlsbad, CA2026-10-21
Clear Creek Financial Management, LLC
68,073$537.8K0.0%ETFMediumSilverdale, WA2026-10-28
Fifth Third Bancorp
65,072$514.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Alps Advisors Inc
60,925$481.3K0.0%YieldLowDenver, CO2026-11-03
SBI Securities Co., Ltd.
60,802$480.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parallel Advisors, LLC
59,485$469.9K0.0%IndexLowSan Francisco, CA2026-11-03
Worthington Financial Partners, LLC
55,689$439.9K0.4%GrowthLowWorthington, OH2026-10-13
Pictet Asset Management Holding SA
53,941$426.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kestra Private Wealth Services, LLC
51,479$406.7K0.0%GrowthLowAustin, TX2026-10-30
Evanson Financial, LLC
51,000$402.9K0.0%ETFN/AMclean, VA2026-10-23
Taylor Frigon Capital Management LLC
50,278$397.2K0.2%GrowthMediumScottsdale, AZ2026-10-23
Leonteq Securities AG
46,773$369.5K0.0%CoreHighZurich, Switzerland2026-10-29
ProShare Advisors LLC
43,719$345.4K0.0%GrowthLowBethesda, MD2026-10-29
Truist Financial Corp
43,686$345.1K0.0%CoreLowCharlotte, NC2026-10-30
Sowell Financial Services LLC
41,252$325.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Principal Financial Group Inc
40,238$317.9K0.0%CoreLowDes Moines, IA2026-11-02
Vontobel Holding Ltd.
36,320$286.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Virginia Retirement Systems ET Al
35,400$279.7K0.0%CoreMediumRichmond, VA2026-10-28
Onyx Bridge Wealth Group LLC
33,797$267.0K0.0%ETFMediumTarrytown, NY2026-10-16
Xponance LLC
32,916$260.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
LeConte Wealth Management, LLC
31,288$247.2K0.1%GrowthMediumMaryville, TN2026-10-20
J.W. Cole Advisors, Inc.
29,499$233.0K0.0%IndexLowTampa, FL2026-11-05
Robertson Stephens Wealth Management, LLC
29,000$229.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Twelve Points Wealth Management LLC
25,191$141.6K0.0%ETFMediumConcord, MA2026-11-03
Lauer Wealth, LLC
25,130$184.0K0.1%ETFMediumValparaiso, IN2026-10-13
Chicago Partners Investment Group LLC
24,382$131.2K0.0%GARPLowChicago, IL2026-10-27
Walser Wealth Management Company, A Ltd Liability Co
24,167$190.9K0.1%GrowthHighTampa, FL2026-10-15
Koshinski Asset Management, Inc.
23,886$188.7K0.0%ETFLowDecatur, IL2026-10-29
Victory Financial Group, LLC
23,756$187.7K0.0%ETFLowAustin, TX2026-10-27
Alchemi Wealth, LLC
23,208$183.3K0.1%CoreLowEssex, CT2026-11-04
Swiss Life Asset Management Ltd
22,905$181.0K0.0%CoreLowZurich, Switzerland2026-11-03
Kingswood Wealth Advisors, LLC
22,510$177.8K0.0%GrowthLowSan Diego, CA2026-10-23
Farther Finance Advisors, LLC
22,154$175.0K0.0%IndexLowSan Francisco, CA2026-10-08
Dimensional Fund Advisors LP
21,644$171.0K0.0%IndexLowAustin, TX2026-11-04
Carlson Financial, Inc.
21,244$167.8K0.1%GrowthLowCanby, OR2026-11-05
Gilliland Jeter Wealth Management LLC
19,901$157.2K0.0%GrowthVery LowLittle Rock, AR2026-10-28
KBC Group NV
19,883$1570.0%CoreMediumBrussels, Czech Republic2026-10-22
Perigon Wealth Management, LLC
19,569$154.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Prime Capital Investment Advisors, LLC
19,339$152.8K0.0%ETFLowOverland Park, KS2026-10-20
HUB Investment Partners, LLC
19,005$150.1K0.0%GrowthLowAustin, TX2026-11-03
Heck Capital Advisors, LLC
19,000$150.1K0.0%ETFMediumRhinelander, WI2026-10-14
Gables Capital Management Inc.
18,100$143.0K0.1%GrowthVery LowMiami, FL2026-11-04
Wedbush Securities Inc
18,035$1420.0%CoreLowPasadena, CA2026-10-22
Midwest Capital Advisors, LLC
17,538$138.6K0.0%ETFHighGrand Rapids, MI2026-11-04
Verdence Capital Advisors LLC
17,408$137.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Instrumental Wealth, LLC
17,405$137.5K0.1%ETFLowTampa, FL2026-10-20
James J. Burns & Company, LLC
17,000$134.3K0.0%ETFVery LowMelville, NY2026-10-22
Praxis Investment Management Inc
16,243$1280.0%CoreLowGoshen, IN2026-11-03
True Private Wealth Advisors
16,130$127.4K0.0%ETFMediumSalem, OR2026-10-19
Rakuten Securities, Inc.
16,111$127.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Balboa Wealth Partners
16,035$126.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Clear Harbor Asset Management, LLC
15,786$124.7K0.0%CoreLowStamford, CT2026-11-05
US Bancorp \de\
15,145$119.6K0.0%IndexLowMinneapolis, MN2026-11-05
M Holdings Securities, Inc.
15,027$1130.0%ETFHighPortland, OR2026-11-03
MGO One Seven LLC
14,594$115.3K0.0%GrowthLowBeachwood, OH2026-10-28
Allspring Global Investments Holdings, LLC
14,575$113.5K0.0%CoreMediumCharlotte, NC2026-11-04
Compagnie Lombard Odier SCmA
14,000$110.6K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Pilgrim Partners Asia Pte Ltd
13,600$107.4K0.0%ETFMediumSingapore, Turkey2026-10-29
Kingsbury Capital Investment Advisors LLC
13,350$105.5K0.1%GrowthMediumEvanston, IL2026-10-20
Legacy Advisors, LLC
13,049$103.1K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Kaizen Financial Strategies
12,956$102.4K0.0%ETFMediumCampbell, CA2026-10-09
Concurrent Investment Advisors, LLC
12,688$100.2K0.0%GrowthMediumTampa, FL2026-10-16
Sloy Dahl & Holst, LLC
12,498$98.7K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Symphony Financial, Ltd. Co.
12,113$95.7K0.0%GrowthLowHouston, TX2026-10-22
Prospera Financial Services Inc
11,966$67.2K0.0%CoreMediumDallas, TX2026-11-04
Gibbs Wealth Management
11,793$93.2K0.0%CoreLowAlpharetta, GA2026-10-22
CoreCap Advisors, LLC
11,533$91.1K0.0%ETFMediumSouthfield, MI2026-10-08
DLK Investment Management, LLC
11,500$90.9K0.0%CoreMediumSolana Beach, CA2026-10-09
Sterling Capital Management LLC
11,488$90.8K0.0%GARPMediumCharlotte, NC2026-10-22
Apollon Wealth Management, LLC
11,481$90.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Nfsg Corp
11,470$90.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
OpenArc Corporate Advisory, LLC
11,466$90.6K0.0%GrowthLowAtlanta, GA2026-10-21
Verus Capital Partners, LLC
11,354$89.7K0.0%GrowthLowScottsdale, AZ2026-11-03
AlphaCore Capital LLC
11,306$89.3K0.0%ETFLowLa Jolla, CA2026-11-04
Union Bancaire Privee, UBP SA
11,089$86.1K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Independent Financial Group, LLC
10,791$85.2K0.0%GrowthLowSan Diego, CA2026-10-13
CIBC Asset Management Inc
10,380$82.0K0.0%GARPLowToronto, South Africa2026-11-05
Adamsbrown Wealth Consultants LLC
10,300$81.4K0.0%ETFLowWichita, KS2026-10-20
Grange Capital, LLC
10,243$80.9K0.1%GrowthMediumBeaverton, OR2026-10-20
Caitong International Asset Management Co., Ltd
7,753$61.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Signaturefd, LLC
7,693$60.8K0.0%IndexLowAtlanta, GA2026-10-23
Larson Financial Group LLC
7,314$57.8K0.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
7,191$56.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
7,074$55.9K0.0%GrowthLowTampa, FL2026-10-16
Provenance Wealth Advisors, LLC
5,792$45.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cassaday & Co Wealth Management LLC
5,600$44.2K0.0%ETFVery LowMclean, VA2026-10-27
Ascentis Independent Advisors
5,161$40.8K0.0%ETFLowDallas, TX2026-11-03
Cranbrook Wealth Management, LLC
5,000$39.5K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
GK Wealth Management LLC
4,852$38.3K0.0%GARPVery HighReno, NV2026-10-09
Fortitude Family Office, LLC
4,676$36.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Spirit of America Management Corp
4,500$35.6K0.0%GARPLowSyosset, NY2026-10-14
PFS Partners, LLC
4,405$34.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
Meriwether Wealth & Planning, LLC
4,250$33.6K0.0%ETFMediumMinden, LA2026-10-13
Signature Equity Partners, LLC
4,091$32.3K0.0%GrowthMediumColumbus, OH2026-10-29
Gamma Investing LLC
3,221$25.4K0.0%IndexVery LowFoster City, CA2026-10-08
Old Second National Bank of Aurora
3,209$25.4K0.0%CoreLowAurora, IL2026-10-22
Spire Wealth Management
3,073$24.3K0.0%GrowthMediumMclean, VA2026-10-30
Lanark Financial, Inc.
3,072$24.3K0.0%CoreMediumBirmingham, AL2026-10-26
Investment Research & Advisory Group, Inc.
3,030$23.9K0.0%GrowthVery LowAtlanta, GA2026-10-19
Wilmington Savings Fund Society, FSB
3,000$23.7K0.0%CoreLowWilmington, DE2026-10-23
Golden State Wealth Management, LLC
2,499$19.7K0.0%ETFMediumSanta Ana, CA2026-11-02
TD Waterhouse Canada Inc.
2,316$18.0K0.0%CoreLowToronto, Australia2026-10-16
Albion Financial Group
2,310$18.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
EverSource Wealth Advisors, LLC
2,285$18.1K0.0%CoreMediumBirmingham, AL2026-11-04
Key Capital Management, Inc
2,190$17.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Assetmark, Inc
2,153$17.0K0.0%ETFLowConcord, CA2026-10-21
Toth Financial Advisory Corp
2,127$16.8K0.0%CoreLowLeesburg, VA2026-10-08
Creative Financial Designs Inc
2,060$16.3K0.0%ETFMediumKokomo, IN2026-11-04
Balance Wealth Partners LLC
1,861$14.7K0.0%ETFMediumWorthington, OH2026-10-27
Blue Trust, Inc.
1,747$13.8K0.0%ETFLowBrentwood, TN2026-10-15
Hilton Head Capital Partners, LLC
1,500$11.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Harbor Capital Advisors, Inc.
1,498$120.0%ValueHighChicago, IL2026-10-22
Strategic Advocates LLC
1,496$11.8K0.0%GrowthLowSacramento, CA2026-11-03
Ascentis Wealth Management, LLC
1,403$11.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Adirondack Trust Co
1,375$10.9K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Planning Strategies Inc.
1,310$10.3K0.0%ETFN/ALancaster, PA2026-10-02
DeDora Capital, Inc.
1,255$9.9K0.0%ETFVery LowNapa, CA2026-10-26
Main Street Group, LTD
1,100$8.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Stone House Investment Management, LLC
1,062$8.4K0.0%ETFMediumTunkhannock, PA2026-10-23
Triumph Capital Management
1,055$8.3K0.0%ETFMediumDenver, CO2026-10-14
Rydar Equities, Inc.
1,025$7.9K0.0%CoreVery LowWeatherford, TX2026-10-13
Fairscale Capital, LLC
1,000$5.6K0.0%GrowthVery LowNashua, NH2026-11-04
Indiana Trust & Investment Management Co
950$7.5K0.0%GrowthLowMishawaka, IN2026-10-22
Parkside Financial Bank & Trust
936$7.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Burkett Financial Services, LLC
900$7.1K0.0%ETFLowRock Hill, SC2026-10-01
1620 Investment Advisors, Inc.
850$6.7K0.0%ValueLowPlymouth, MA2026-11-04
Birch Financial Group, LLC
833$6.6K0.0%CoreLowKeene, NH2026-10-27
Covestor Ltd
734$60.0%ValueHighLondon, United Kingdom2026-10-30
Compass Financial Management LLC
734$5.8K0.0%CoreN/ATampa, FL2026-10-30
Evermay Wealth Management LLC
700$5.5K0.0%ETFLowArlington, VA2026-11-05
Owl Creek Wealth Partners LLC
645$5.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Pinnacle Wealth Planning Services, Inc.
625$4.9K0.0%GARPLowMansfield, OH2026-10-27
Hilltop National Bank
600$4.7K0.0%CoreLowCasper, WY2026-10-14
Financial Consulate, Inc
566$4.5K0.0%ETFLowHunt Valley, MD2026-10-23
Jacobi Capital Management LLC
564$4.5K0.0%CoreLowPittston, PA2026-11-05
Key FInancial Inc
550$4.3K0.0%ETFLowWest Chester, PA2026-11-02
Silver Grove Financial Group, Inc.
550$4.3K0.0%CoreMediumOrchard Park, NY2026-11-05
GoalVest Advisory LLC
503$4.0K0.0%ETFMediumNew York, NY2026-10-02
FNY Investment Advisers, LLC
500$30.0%GrowthVery HighNew York, NY2026-10-16
Grove Bank & Trust
500$4.0K0.0%ETFLowMiami, FL2026-10-08
Bear Mountain Capital, Inc.
500$2.9K0.0%ETFLowSeattle, WA2026-11-04
Kentucky Trust Co
500$4.0K0.0%CoreVery LowDanville, KY2026-10-15
Kelleher Financial Advisors
468$3.7K0.0%CoreMediumNew York, NY2026-10-30
Bare Financial Services, Inc
466$3.7K0.0%ETFVery LowGap, PA2026-11-04
Jnba Financial Advisors
400$3.2K0.0%ETFMediumBloomington, MN2026-11-03
Laurel Wealth Advisors LLC
320$2.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Markowski Investments
316$2.5K0.0%ETFN/ATampa, FL2026-10-30
Harbor Investment Advisory, LLC
300$2.4K0.0%GrowthLowLutherville, MD2026-10-13
Versant Capital Management, Inc
298$2.4K0.0%GARPLowPhoenix, AZ2026-10-02
First Horizon Corp
264$2.1K0.0%CoreLowMemphis, TN2026-10-26
Next Level Wealth Planning, LLC
260$2.1K0.0%ETFVery LowMeridian, ID2026-10-29
Buck Wealth Strategies, LLC
250$2.0K0.0%ValueMediumDenver, CO2026-10-28
North Point Portfolio Managers Corp
246$1.9K0.0%GrowthLowOrange Village, OH2026-10-07
Avion Wealth
243$10.0%ETFLowThe Woodlands, TX2026-11-04
DiNuzzo Private Wealth, Inc.
229$1.8K0.0%ETFLowBeaver, PA2026-10-16
Highline Wealth Partners LLC
216$1.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
MTM Investment Management, LLC
215$1.7K0.0%CoreVery LowSpartanburg, SC2026-10-30
Vision Financial Markets LLC
206$1.6K0.0%CoreLowStamford, CT2026-10-22
Hughes Financial Services, LLC
204$1.2K0.0%ETFLowHerndon, VA2026-10-30
Arlington Trust Co LLC
200$1.6K0.0%ETFMediumBirmingham, AL2026-10-20
Birchbrook, Inc.
200$1.6K0.0%ETFLowBangor, ME2026-10-14
Westside Investment Management, Inc.
200$1.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Moisand Fitzgerald Tamayo, LLC
200$1.6K0.0%ETFVery LowOrlando, FL2026-10-15
Wolff Wiese Magana LLC
196$1.5K0.0%GrowthLowCarslbad, CA2026-10-15
Aspect Partners, LLC
193$1.5K0.0%ETFMediumFairfax, VA2026-10-20
Rachor Investment Advisory Services, LLC
154$1.2K0.0%ETFVery LowLinden, MI2026-10-29
Hurley Capital, LLC
151$1.2K0.0%GARPMediumNew York, NY2026-11-05
Cedar Mountain Advisors, LLC
150$1.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Latitude Advisors, LLC
150$1.2K0.0%ETFLowYorkville, IL2026-10-27
TD Private Client Wealth LLC
131$1.0K0.0%ETFLowNew York, NY2026-10-28
SJS Investment Consulting Inc.
112$8850.0%ETFVery LowSylvania, OH2026-10-26
Pacific Center for Financial Services
100$7900.0%ETFMediumDanville, CA2026-10-15
Physician Wealth Advisors, Inc.
100$7900.0%ETFMediumMidvale, UT2026-10-20
CX Institutional
100$10.0%CoreMediumAuburn, IN2026-10-02
Burk Holdings LLC
81$6400.0%ETFVery LowTulsa, OK2026-11-05
Investors Research Corp
70$5530.0%ETFLowAtlanta, GA2026-10-07
Eukles Asset Management
62$4900.0%CoreLowCincinnati, OH2026-11-04
Hazlett, Burt & Watson, Inc.
50$00.0%CoreVery LowWheeling, WV2026-11-04
Entrust Financial LLC
50$3950.0%ETFLowWayne, PA2026-11-04
Tradewinds Capital Management, LLC
50$3950.0%ETFVery HighBellingham, WA2026-10-23
Capital Advisors, Ltd. LLC
48$00.0%ETFLowShaker Heights, OH2026-10-27
Farmers & Merchants Investments Inc
38$3000.0%CoreVery LowLincoln, NE2026-10-22
Center for Financial Planning, Inc.
35$2760.0%ETFLowSouthfied, MI2026-10-26
GHP Investment Advisors, Inc.
27$2140.0%CoreVery LowDenver, CO2026-10-15
Root Financial Partners, LLC
26$2050.0%ETFMediumEncinitas, CA2026-10-21
RMG Wealth Management LLC
20$1070.0%ETFVery HighPlatteville, WI2026-10-26
MassMutual Private Wealth & Trust, FSB
17$1340.0%CoreLowSpringfield, MA2026-10-05
Essential Investment Partners LLC
13$1030.0%GrowthLowEnglewood, CO2026-10-27
Private Trust Co NA
11$870.0%CoreLowCleveland, OH2026-10-20
Cape Investment Advisory, Inc.
10$790.0%ETFLowMcdonough, GA2026-10-13
Lodestone Wealth Management LLC
4$320.0%CoreLowSpokane, WA2026-10-14
Duncker Streett & Co Inc
3$240.0%GrowthLowSt. Louis, MO2026-10-27