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Omega Healthcare Investors (OHI)

CUSIP: 681936100 | NYSE | Real Estate · REIT - Healthcare Facilities | Large Cap | 2089 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.37,308,08412.3%New 5%+ stakeSep 30, 202692d ahead of 13F (38,551,916 sh) · −1,243,832
13GCohen & Steers, Inc.
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
23,382,9617.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.37,308,084
12.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (38,551,916 sh) · −1,243,832
13GCohen & Steers, Inc.23,382,961
7.8% of class · Jun 30, 2026New 5%+ stake
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,702,431
0.0% of portfolio›$217.8M
Daiwa Securities Group Inc.3,926,816
0.3% of portfolio›$181.9M
Allspring Global Investments Holdings, LLC1,573,371
0.1% of portfolio›$71.2M
Assetmark, Inc1,398,763
0.1% of portfolio›$64.8M
Principal Financial Group Inc758,167
0.0% of portfolio›$35.1M
MacKenzie Financial Corp626,956
0.0% of portfolio›$29.0M
Arbejdsmarkedets Tillaegspension533,000
0.6% of portfolio›$24.7M
Asset Management One Co., Ltd.498,464
0.1% of portfolio›$23.1M
New York State Teachers Retirement System420,852
0.0% of portfolio›$19.5K
Creative Planning402,971
0.0% of portfolio›$18.7M
Citigroup Inc378,354
0.0% of portfolio›$17.5M
Wealth Enhancement Advisory Services, LLC376,862
0.0% of portfolio›$15.9M
Retirement Systems of Alabama312,540
0.0% of portfolio›$14.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS297,552
0.1% of portfolio›$13.8M
Sumitomo Mitsui Trust Group, Inc.296,667
0.0% of portfolio›$13.7M
Commonwealth Equity Services, LLC286,352
0.0% of portfolio›$13.3M
Mitsubishi UFJ Asset Management Co., Ltd.283,280
0.0% of portfolio›$13.1M
Columbus Macro, LLC263,660
1.2% of portfolio›$12.2M
Goelzer Investment Management, Inc.252,168
0.5% of portfolio›$11.7M
Sound Income Strategies, LLC234,027
0.5% of portfolio›$10.3M
Rainey & Randall Wealth Advisors Inc.216,429
1.4% of portfolio›$10.0M
DekaBank Deutsche Girozentrale198,878
0.0% of portfolio›$9.2K
Virginia Retirement Systems ET Al183,765
0.1% of portfolio›$8.5M
State of Alaska, Department of Revenue180,780
0.0% of portfolio›$8.4K
Kestra Advisory Services, LLC176,180
0.0% of portfolio›$8.2M
Romano Brothers and Company163,954
0.8% of portfolio›$7.6M
Bokf, NA153,707
0.1% of portfolio›$7.1M
Cornerstone Enterprises, LLC148,326
4.0% of portfolio›$6.9M
Amalgamated Bank136,415
0.0% of portfolio›$6.3K
Cambridge Investment Research Advisors, Inc.128,843
0.0% of portfolio›$6.0K
Vert Asset Management LLC125,038
1.7% of portfolio›$5.8M
Oppenheimer Asset Management Inc.121,912
0.1% of portfolio›$5.6M
Knights of Columbus Asset Advisors LLC115,588
0.3% of portfolio›$5.4M
Inspire Investing, LLC113,702
0.2% of portfolio›$5.3M
Edmp, Inc.111,692
4.0% of portfolio›$5.2M
Mutual of America Capital Management LLC110,428
0.1% of portfolio›$5.1M
IFP Advisors, Inc109,596
0.1% of portfolio›$5.1M
Concurrent Investment Advisors, LLC109,579
0.0% of portfolio›$5.1M
Pathway Financial Advisers, LLC102,038
1.2% of portfolio›$4.7M
Burney Co/98,596
0.1% of portfolio›$4.6M
Louisiana State Employees Retirement System90,000
0.1% of portfolio›$4.2M
Burns Matteson Capital Management, LLC88,573
1.4% of portfolio›$4.1M
Yousif Capital Management, LLC88,415
0.0% of portfolio›$4.1M
State of New Jersey Common Pension Fund D86,186
0.0% of portfolio›$4.0M
Plan Group Financial, LLC84,333
0.8% of portfolio›$3.8M
Arizona State Retirement System83,859
0.0% of portfolio›$3.9M
Sumitomo Mitsui DS Asset Management Company, Ltd80,815
0.0% of portfolio›$3.7M
Sterling Investment Advisors, Ltd.74,054
0.6% of portfolio›$3.4M
Choreo, LLC72,728
0.0% of portfolio›$3.4M
Cornerstone Wealth Management, LLC72,426
0.1% of portfolio›$3.4M
State of Michigan Retirement System71,063
0.0% of portfolio›$3.3M
Strs Ohio71,023
0.0% of portfolio›$3.3M
Neos Investment Management LLC70,683
0.0% of portfolio›$3.3M
Spire Wealth Management70,172
0.1% of portfolio›$3.2M
Fiduciary Alliance LLC67,761
0.2% of portfolio›$3.1M
Oppenheimer & Co Inc63,631
0.0% of portfolio›$2.9M
Oregon Public Employees Retirement Fund62,792
0.0% of portfolio›$2.9M
Pacific Wealth Strategies Group, Inc.61,485
1.5% of portfolio›$2.8M
AGF Management LTD61,378
0.0% of portfolio›$2.8M
D.A. Davidson & Co.61,273
0.0% of portfolio›$2.8M
IFM Investors Pty Ltd61,164
0.0% of portfolio›$2.8M
XML Financial, LLC54,465
0.2% of portfolio›$2.5M
Achmea Investment Management B.V.54,207
0.0% of portfolio›$2.5M
Nilsine Partners, LLC53,495
0.2% of portfolio›$2.5M
Hennion & Walsh Asset Management, Inc.53,133
0.1% of portfolio›$2.5M
Sculati Wealth Management, LLC50,392
0.7% of portfolio›$2.3M
Jeppson Wealth Management, LLC50,282
0.7% of portfolio›$2.3M
Farther Finance Advisors, LLC49,513
0.0% of portfolio›$2.3M
HUB Investment Partners, LLC48,907
0.0% of portfolio›$2.3M
Portland Financial Advisors Inc48,641
3.9% of portfolio›$2.3M
Spirit of America Management Corp47,000
0.4% of portfolio›$2.2M
Midwest Professional Planners, Ltd.46,669
0.4% of portfolio›$2.2M
Pictet Asset Management Holding SA46,459
0.0% of portfolio›$2.2M
Csenge Advisory Group46,303
0.1% of portfolio›$2.1M
Islay Capital Management, LLC45,824
1.0% of portfolio›$2.1M
Ethic Inc.44,938
0.0% of portfolio›$2.1M
New York Life Investment Management LLC44,827
0.0% of portfolio›$2.1M
Pensionfund PDN43,300
1.2% of portfolio›$2.0K
Diversify Wealth Management, LLC43,224
0.0% of portfolio›$2.0M
Diversify Advisory Services, LLC43,224
0.0% of portfolio›$2.0M
Turning Point Benefit Group, Inc.42,320
0.8% of portfolio›$1.9M
Royal Fund Management, LLC41,781
0.2% of portfolio›$1.9M
Hager Investment Management Services, LLC40,986
0.9% of portfolio›$1.9M
Focus Financial Network, Inc.38,995
0.1% of portfolio›$1.8M
Xponance LLC37,910
0.0% of portfolio›$1.8M
UniSuper Management Pty Ltd36,700
0.0% of portfolio›$1.7M
MGO One Seven LLC36,648
0.0% of portfolio›$1.7M
Exchange Traded Concepts, LLC36,297
0.0% of portfolio›$1.7M
Norden Group LLC36,110
0.1% of portfolio›$1.7M
RFG Advisory, LLC35,849
0.0% of portfolio›$1.7M
Cascade Investment Group, Inc.35,048
0.9% of portfolio›$1.6M
Burford Brothers, Inc.34,066
0.6% of portfolio›$1.6M
Samalin Investment Counsel, LLC31,945
0.5% of portfolio›$1.5M
GoalVest Advisory LLC31,781
0.3% of portfolio›$1.5M
Truist Financial Corp30,589
0.0% of portfolio›$1.4M
Nisa Investment Advisors, LLC30,475
0.0% of portfolio›$1.4M
Community Bank of Raymore30,340
0.8% of portfolio›$1.4M
Todd Asset Management LLC30,014
0.0% of portfolio›$1.4M
Post Resch Tallon Group Inc.28,717
0.9% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC27,937
0.1% of portfolio›$1.3M
Capital Investment Advisory Services, LLC27,412
0.1% of portfolio›$1.3M
Left Brain Wealth Management, LLC27,257
0.4% of portfolio›$1.3M
Swiss Life Asset Management Ltd27,199
0.0% of portfolio›$1.3M
Prospera Financial Services Inc27,067
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC27,029
0.0% of portfolio›$1.2M
Rossby Financial, LCC26,691
0.2% of portfolio›$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management26,285
0.0% of portfolio›$1.2M
Wright Investors Service Inc25,940
0.3% of portfolio›$1.2M
Apollon Wealth Management, LLC25,770
0.0% of portfolio›$1.2M
Inscription Capital, LLC24,660
0.1% of portfolio›$1.1M
iA Global Asset Management Inc.23,288
0.0% of portfolio›$1.1K
Kestra Private Wealth Services, LLC22,383
0.0% of portfolio›$1.0M
Frank, Rimerman Advisors LLC22,173
0.1% of portfolio›$1.0M
Pensionfund Sabic22,000
1.2% of portfolio›$1.0K
Intrua Financial, LLC21,716
0.1% of portfolio›$1.0M
Applied Finance Capital Management, LLC21,412
0.1% of portfolio›$991.6K
Carnegie Investment Counsel21,125
0.0% of portfolio›$978.3K
Simplex Trading, LLC21,033
0.0% of portfolio›$974.0K
Simon Quick Advisors, LLC20,907
0.0% of portfolio›$968.2K
United Community Bank19,042
0.3% of portfolio›$881.8K
Park Avenue Securities LLC18,933
0.0% of portfolio›$877
LDR Capital Management LLC18,000
1.0% of portfolio›$833.6K
Brighton Jones LLC17,651
0.0% of portfolio›$817.4K
Wedbush Securities Inc17,640
0.0% of portfolio›$817
AlphaCore Capital LLC17,557
0.0% of portfolio›$813.1K
Certuity, LLC17,555
0.0% of portfolio›$813.0K
Versant Capital Management, Inc17,310
0.1% of portfolio›$801.6K
C2c Wealth Management, LLC17,310
0.6% of portfolio›$801.6K
Teamwork Financial Advisors, LLC17,284
0.1% of portfolio›$800.4K
Pinion Investment Advisors, LLC16,868
0.1% of portfolio›$781.2K
NorthCrest Asset Manangement, LLC16,587
0.0% of portfolio›$732.2K
Values First Advisors, Inc.16,388
0.4% of portfolio›$758.9K
Lake Street Private Wealth, LLC16,000
0.1% of portfolio›$741.0K
Eukles Asset Management15,850
0.3% of portfolio›$734.0K
Shepherd Financial Partners LLC15,438
0.1% of portfolio›$714.9K
Diligent Investors, LLC15,224
0.2% of portfolio›$705.0K
Thompson Investment Management, Inc.15,108
0.1% of portfolio›$699.7K
Smith Asset Management Co., LLC14,997
0.6% of portfolio›$694.5K
Oak Thistle LLC14,880
0.1% of portfolio›$689.1K
Davenport & Co LLC14,783
0.0% of portfolio›$684.6K
International Assets Investment Management, LLC14,606
0.0% of portfolio›$660.7K
Sigma Planning Corp14,248
0.0% of portfolio›$659.8K
Parallel Advisors, LLC13,661
0.0% of portfolio›$632.6K
Cornerstone Wealth Group, LLC13,495
0.0% of portfolio›$625.0K
Independent Financial Group, LLC13,175
0.0% of portfolio›$610.1K
Integrity Alliance, Llc.12,918
0.0% of portfolio›$598.2K
Vise Technologies, Inc.12,462
0.0% of portfolio›$577.1K
Gamma Investing LLC12,254
0.0% of portfolio›$567.5K
Crestwood Advisors Group, LLC12,071
0.0% of portfolio›$559.0K
Summit Place Financial Advisors, LLC11,966
0.3% of portfolio›$554.1K
Lifetime Wealth Management P.C.11,773
0.3% of portfolio›$545.2K
Novem Group11,638
0.1% of portfolio›$539.0K
ProShare Advisors LLC11,515
0.0% of portfolio›$533.3K
Robeco Institutional Asset Management B.V.11,416
0.0% of portfolio›$528.7K
Bright Futures Wealth Management, Llc.11,301
0.4% of portfolio›$523.3K
Reik & Co., LLC11,105
0.1% of portfolio›$514.3K
Stillwater Wealth Management Group10,990
0.3% of portfolio›$508.9K
Kestra Investment Management, LLC10,795
0.0% of portfolio›$499.9K
Forvis Mazars Wealth Advisors, LLC10,182
0.0% of portfolio›$471.5K
Evergreen Capital Management LLC10,119
0.0% of portfolio›$468.6K
Southland Equity Partners LLC10,067
0.1% of portfolio›$466.2K
Madden Securities Corp10,000
0.1% of portfolio›$463.1K
Great Waters Wealth Management10,000
0.0% of portfolio›$463.1K
Krilogy Financial LLC9,837
0.0% of portfolio›$444.3K
Lecap Asset Management LTD9,736
0.2% of portfolio›$450.9K
Capital Investment Advisors, LLC9,583
0.0% of portfolio›$443.8K
FCG Investment Co9,552
0.1% of portfolio›$442.4K
Greenfield Savings Bank9,381
0.2% of portfolio›$434.4K
KBC Group NV9,254
0.0% of portfolio›$429
Lido Advisors, LLC9,235
0.0% of portfolio›$427.7K
State of Wyoming9,185
0.0% of portfolio›$425.4K
North Dakota State Investment Board9,177
0.0% of portfolio›$425.0K
Center For Asset Management LLC9,173
0.2% of portfolio›$424.8K
CIBC Asset Management Inc9,090
0.0% of portfolio›$421.0K
Norman Fields, Gottscho Capital Management, LLC9,000
0.1% of portfolio›$416.8K
HB Wealth Management, LLC8,997
0.0% of portfolio›$416.7K
Sheets Smith Wealth Management8,877
0.0% of portfolio›$411.1K
Sagespring Wealth Partners, LLC8,796
0.0% of portfolio›$407.3K
Sterling Capital Management LLC8,776
0.0% of portfolio›$406.4K
Praxis Investment Management Inc8,620
0.0% of portfolio›$399
Triumph Capital Management8,566
0.1% of portfolio›$396.7K
Fifth Third Wealth Advisors LLC8,439
0.0% of portfolio›$390.8K
Moody National Bank Trust Division8,405
0.0% of portfolio›$389.2K
Keudell ison Wealth Management8,365
0.1% of portfolio›$387.4K
Signaturefd, LLC8,300
0.0% of portfolio›$384.4K
Moneco Advisors, LLC8,237
0.0% of portfolio›$381.5K
American National Bank & Trust8,170
0.0% of portfolio›$378.4K
Atria Investments, Inc7,888
0.0% of portfolio›$365.3K
Childress Capital Advisors, LLC7,694
0.1% of portfolio›$356.3K
MCF Advisors LLC7,682
0.0% of portfolio›$355.8K
Interchange Capital Partners, LLC7,657
0.1% of portfolio›$354.6K
Larson Financial Group LLC7,537
0.0% of portfolio›$349.0K
Todd Wealth Management, LLC7,434
0.3% of portfolio›$344.3K
M Holdings Securities, Inc.7,433
0.0% of portfolio›$349
Roman Butler Fullerton & Co7,172
0.1% of portfolio›$322.0K
Perigon Wealth Management, LLC7,068
0.0% of portfolio›$327.3K
Daymark Wealth Partners, LLC6,840
0.0% of portfolio›$316.8K
Purus Wealth Management, LLC6,801
0.1% of portfolio›$314.9K
Accurate Wealth Management, LLC6,753
0.0% of portfolio›$305.4K
Future Financial Wealth Managment LLC6,703
0.2% of portfolio›$310.4K
B. Riley Wealth Advisors, Inc.6,703
0.0% of portfolio›$310.4K
Koshinski Asset Management, Inc.6,688
0.0% of portfolio›$309.7K
Profund Advisors LLC6,139
0.0% of portfolio›$284.3K
Elevation Point Wealth Partners, LLC6,128
0.0% of portfolio›$279.0K
Ashton Thomas Private Wealth, LLC6,044
0.0% of portfolio›$279.9K
RF&L Wealth Management, LLC6,024
0.2% of portfolio›$279.0K
Fulton Bank, N.A.6,013
0.0% of portfolio›$278.5K
Revolve Wealth Partners, LLC5,996
0.0% of portfolio›$277.7K
North Star Investment Management Corp.5,936
0.0% of portfolio›$274.9K
Pinnacle Associates LTD5,854
0.0% of portfolio›$271.1K
Euro Pacific Asset Management, LLC5,800
0.0% of portfolio›$268.6K
Ironwood Financial, llc5,676
0.0% of portfolio›$262.9K
Integrated Advisors Network LLC5,633
0.0% of portfolio›$260.9K
Crossmark Global Holdings, Inc.5,599
0.0% of portfolio›$259.3K
Axxcess Wealth Management, LLC5,476
0.0% of portfolio›$253.6K
EverSource Wealth Advisors, LLC5,328
0.0% of portfolio›$246.7K
Bellecapital International Ltd.5,200
0.0% of portfolio›$240.8K
VestGen Advisors, LLC5,187
0.0% of portfolio›$240.2K
Principle Wealth Partners LLC5,180
0.0% of portfolio›$239.9K
Gilliland Jeter Wealth Management LLC5,079
0.1% of portfolio›$235.2K
Meridian Wealth Management, LLC4,980
0.0% of portfolio›$230.6K
First Affirmative Financial Network4,965
0.1% of portfolio›$229.9K
Meridian Investment Counsel Inc.4,911
0.1% of portfolio›$227.4K
SkyOak Wealth, LLC4,855
0.0% of portfolio›$224.8K
55 North Private Wealth, LLC4,849
0.0% of portfolio›$224.6K
Forum Financial Management, LP4,845
0.0% of portfolio›$224.4K
Clear Creek Financial Management, LLC4,800
0.0% of portfolio›$222.3K
Asset One Wealth Management LLC4,753
0.0% of portfolio›$220.1K
Diversified Enterprises, LLC4,740
0.0% of portfolio›$219.5K
Howard Financial Services, Ltd.4,500
0.0% of portfolio›$208.4K
StoneX Group Inc.4,403
0.0% of portfolio›$202.2K
OpenArc Corporate Advisory, LLC4,370
0.0% of portfolio›$202.4K
Creative Financial Designs Inc4,276
0.0% of portfolio›$198.0K
GF Fund Management Co. Ltd.3,951
0.0% of portfolio›$183.0K
Financial Consulate, Inc3,847
0.0% of portfolio›$178.1K
Private Trust Co NA3,144
0.0% of portfolio›$145.6K
CoreCap Advisors, LLC3,026
0.0% of portfolio›$140.1K
Eastern Bank2,987
0.0% of portfolio›$138.3K
Atlantic Edge Private Wealth Management, LLC2,835
0.0% of portfolio›$131.3K
Pinnacle Wealth Planning Services, Inc.2,757
0.0% of portfolio›$127.7K
First United Bank & Trust2,156
0.0% of portfolio›$99.8K
Register Financial Advisors LLC2,000
0.0% of portfolio›$92.6K
Jnba Financial Advisors1,837
0.0% of portfolio›$85.1K
BI Asset Management Fondsmaeglerselskab A/S1,594
0.0% of portfolio›$74
Essential Partners LLC1,588
0.0% of portfolio›$73.5K
Elevation Wealth Partners, LLC1,530
0.0% of portfolio›$70.9K
True Wealth Design, LLC1,521
0.0% of portfolio›$70.4K
Heritage Family Offices, LLP1,444
0.0% of portfolio›$66.9K
Hickory Point Bank & Trust1,401
0.0% of portfolio›$64.9K
Hazlett, Burt & Watson, Inc.1,400
0.0% of portfolio›$65
Pension & Wealth Management Advisors, Inc.1,333
0.0% of portfolio›$61.7K
V-Square Quantitative Management LLC1,153
0.0% of portfolio›$53.4K
Reap Financial Group, LLC1,128
0.0% of portfolio›$52.2K
SJS Investment Consulting Inc.1,069
0.0% of portfolio›$49.5K
Tompkins Financial Corp1,000
0.0% of portfolio›$46.3K
Kentucky Trust Co1,000
0.0% of portfolio›$46.3K
Cassaday & Co Wealth Management LLC920
0.0% of portfolio›$42.6K
Armstrong Advisory Group, Inc900
0.0% of portfolio›$41.7K
Elyxium Wealth, LLC894
0.0% of portfolio›$41.4K
Ascentis Independent Advisors885
0.0% of portfolio›$41.0K
Harbor Investment Advisory, LLC865
0.0% of portfolio›$40.1K
DiNuzzo Private Wealth, Inc.800
0.0% of portfolio›$37.0K
Latitude Advisors, LLC766
0.0% of portfolio›$35.5K
Cullen T Bankers, Inc.752
0.0% of portfolio›$34.8K
MassMutual Private Wealth & Trust, FSB736
0.0% of portfolio›$34.1K
Lanark Financial, Inc.702
0.0% of portfolio›$32.5K
Covestor Ltd700
0.0% of portfolio›$32
Fortitude Family Office, LLC699
0.0% of portfolio›$32.4K
Nfsg Corp624
0.0% of portfolio›$28.9K
Raleigh Capital Management Inc.591
0.0% of portfolio›$27.4K
Manchester Capital Management LLC590
0.0% of portfolio›$27.3K
First Community Trust NA576
0.0% of portfolio›$26.7K
Mirae Asset Global Investments Co., Ltd.518
0.0% of portfolio›$24.0K
Alpine Bank Wealth Management505
0.0% of portfolio›$23.4K
Towne Trust Company, N.a500
0.0% of portfolio›$23.2K
Evolution Wealth Management Inc.500
0.0% of portfolio›$23.2K
Gen-Wealth Partners Inc500
0.0% of portfolio›$23.2K
Beacon Investment Advisory Services, Inc.500
0.0% of portfolio›$23.2K
Vision Financial Markets LLC488
0.0% of portfolio›$22.1K
Miller Wealth Advisors, LLC486
0.0% of portfolio›$22.5K
Markowski Investments474
0.0% of portfolio›$22.0K
Bangor Savings Bank465
0.0% of portfolio›$21.5K
Wolff Wiese Magana LLC460
0.0% of portfolio›$21.3K
CX Institutional440
0.0% of portfolio›$20
Kozak & Associates, Inc.435
0.0% of portfolio›$19.8K
Blue Trust, Inc.400
0.0% of portfolio›$18.5K
TD Waterhouse Canada Inc.375
0.0% of portfolio›$17.0K
Plante Moran Financial Advisors, LLC366
0.0% of portfolio›$17.0K
PFS Partners, LLC350
0.0% of portfolio›$16.2K
Brown, Lisle Ings, Inc.350
0.0% of portfolio›$16.2K
Bell Investment Advisors, Inc346
0.0% of portfolio›$16.0K
GK Wealth Management LLC339
0.0% of portfolio›$15.7K
Strengthening Families & Communities, LLC331
0.0% of portfolio›$15.3K
Ascentis Wealth Management, LLC330
0.0% of portfolio›$15.3K
Chilton Capital Management LLC315
0.0% of portfolio›$14.6K
Highline Wealth Partners LLC300
0.0% of portfolio›$13.9K
Root Financial Partners, LLC290
0.0% of portfolio›$13.4K
Parkside Financial Bank & Trust278
0.0% of portfolio›$12.9K
Capital Advisors, Ltd. LLC273
0.0% of portfolio›$13
Financial Network Wealth Advisors LLC267
0.0% of portfolio›$12.4K
Mainstream Capital Management LLC264
0.0% of portfolio›$12.2K
Farmers & Merchants Investments Inc250
0.0% of portfolio›$11.6K
Abound Wealth Management218
0.0% of portfolio›$10.1K
Trust Co of Vermont205
0.0% of portfolio›$9.5K
Cape Investment Advisory, Inc.205
0.0% of portfolio›$9.5K
Mather Group, Llc.179
0.0% of portfolio›$8.3K
Hilton Head Capital Partners, LLC173
0.0% of portfolio›$8.0K
Buck Wealth Strategies, LLC171
0.0% of portfolio›$7.9K
Signature Equity Partners, LLC158
0.0% of portfolio›$7.3K
Wealth Enhancement Trust Services, Inc.157
0.0% of portfolio›$7.3K
Hughes Financial Services, LLC130
0.0% of portfolio›$6.1K
High Note Wealth, LLC124
0.0% of portfolio›$5.7K
Key FInancial Inc117
0.0% of portfolio›$5.4K
Mosley Wealth Management113
0.0% of portfolio›$5.1K
Marshall & Sterling Wealth Advisors Inc.109
0.0% of portfolio›$5.1K
Cromwell Holdings LLC101
0.0% of portfolio›$4.7K
First Horizon Corp100
0.0% of portfolio›$4.6K
Trust Co of Toledo NA100
0.0% of portfolio›$4.6K
Center for Financial Planning, Inc.90
0.0% of portfolio›$4.2K
Activest Wealth Management79
0.0% of portfolio›$3.7K
Moisand Fitzgerald Tamayo, LLC78
0.0% of portfolio›$3.6K
TD Private Client Wealth LLC69
0.0% of portfolio›$3.2K
Grove Bank & Trust68
0.0% of portfolio›$3.1K
Gilpin Wealth Management, LLC68
0.0% of portfolio›$3.2K
Hudson Edge Investment Partners Inc.61
0.0% of portfolio›$2.8K
James T. Borello RIA59
0.0% of portfolio›$2.7K
JFS Wealth Advisors, LLC52
0.0% of portfolio›$2.4K
Provenance Wealth Advisors, LLC48
0.0% of portfolio›$2.2K
Transce3nd, LLC48
0.0% of portfolio›$2.1K
Rosenberg Matthew Hamilton47
0.0% of portfolio›$2.2K
Silver Grove Financial Group, Inc.46
0.0% of portfolio›$2.2K
Bare Financial Services, Inc45
0.0% of portfolio›$2.1K
Country Trust Bank43
0.0% of portfolio›$2.0K
WPG Advisers, LLC42
0.0% of portfolio›$1.9K
Avion Wealth41
0.0% of portfolio›$1
Owl Creek Wealth Partners LLC40
0.0% of portfolio›$1.9K
Retirement Wealth Solutions LLC34
0.0% of portfolio›$1.6K
Valley National Advisers Inc33
0.0% of portfolio›$1.5K
Thurston, Springer, Miller, Herd & Titak, Inc.33
0.0% of portfolio›$1.5K
UMB Private Wealth Management, LLC32
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.26
0.0% of portfolio›$1.2K
Asset Dedication, LLC21
0.0% of portfolio›$964
Planning Strategies Inc.21
0.0% of portfolio›$973
Financial Management Professionals, Inc.19
0.0% of portfolio›$880
Nemes Rush Group LLC16
0.0% of portfolio›$741
Breakwater Investment Management13
0.0% of portfolio›$603
Signature Resources Capital Management, LLC13
0.0% of portfolio›$602
Proathlete Wealth Management LLC10
0.0% of portfolio›$463
Sunrise Financial Services, LLC9
0.0% of portfolio›$417
MV Capital Management, Inc.6
0.0% of portfolio›$278
Golden State Wealth Management, LLC5
0.0% of portfolio›$272
American Capital Advisory, LLC4
0.0% of portfolio›$186
Quaker Wealth Management, LLC2
0.0% of portfolio›$93
Albion Financial Group2
0.0% of portfolio›$107
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,702,431$217.8M0.0%IndexLowAustin, TX2026-11-04
Daiwa Securities Group Inc.
3,926,816$181.9M0.3%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Allspring Global Investments Holdings, LLC
1,573,371$71.2M0.1%CoreMediumCharlotte, NC2026-11-04
Assetmark, Inc
1,398,763$64.8M0.1%ETFLowConcord, CA2026-10-21
Principal Financial Group Inc
758,167$35.1M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
626,956$29.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Arbejdsmarkedets Tillaegspension
533,000$24.7M0.6%ValueHighHilleroed, Greece2026-10-30
Asset Management One Co., Ltd.
498,464$23.1M0.1%IndexVery LowTokyo, Mexico2026-10-27
New York State Teachers Retirement System
420,852$19.5K0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
402,971$18.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
378,354$17.5M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
376,862$15.9M0.0%CoreLowPlymouth, MN2026-10-13
Retirement Systems of Alabama
312,540$14.5M0.0%IndexLowMontgomery, AL2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
297,552$13.8M0.1%CoreLowHarrisburg, PA2026-11-03
Sumitomo Mitsui Trust Group, Inc.
296,667$13.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth Equity Services, LLC
286,352$13.3M0.0%ETFLowWaltham, MA2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
283,280$13.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Columbus Macro, LLC
263,660$12.2M1.2%YieldMediumNew Castle, PA2026-10-14
Goelzer Investment Management, Inc.
252,168$11.7M0.5%GrowthLowCarmel, IN2026-10-16
Sound Income Strategies, LLC
234,027$10.3M0.5%YieldMediumFt Lauderdale, FL2026-10-09
Rainey & Randall Wealth Advisors Inc.
216,429$10.0M1.4%ETFVery LowCelebration, FL2026-10-26
DekaBank Deutsche Girozentrale
198,878$9.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Virginia Retirement Systems ET Al
183,765$8.5M0.1%CoreMediumRichmond, VA2026-10-28
State of Alaska, Department of Revenue
180,780$8.4K0.0%CoreVery LowJuneau, AK2026-10-15
Kestra Advisory Services, LLC
176,180$8.2M0.0%CoreLowAustin, TX2026-11-02
Romano Brothers and Company
163,954$7.6M0.8%CoreLowEvanston, IL2026-10-22
Bokf, NA
153,707$7.1M0.1%CoreLowTulsa, OK2026-10-27
Cornerstone Enterprises, LLC
148,326$6.9M4.0%ETFMediumAppleton, WI2026-10-15
Amalgamated Bank
136,415$6.3K0.0%CoreVery LowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
128,843$6.0K0.0%ETFLowFairfield, IA2026-11-02
Vert Asset Management LLC
125,038$5.8M1.7%YieldLowSausalito, CA2026-10-28
Oppenheimer Asset Management Inc.
121,912$5.6M0.1%CoreMediumNew York, NY2026-10-27
Knights of Columbus Asset Advisors LLC
115,588$5.4M0.3%CoreMediumNew Haven, CT2026-11-05
Inspire Investing, LLC
113,702$5.3M0.2%GARPHighMeridian, ID2026-10-22
Edmp, Inc.
111,692$5.2M4.0%YieldLowLutz, FL2026-10-22
Mutual of America Capital Management LLC
110,428$5.1M0.1%IndexLowNew York, NY2026-10-23
IFP Advisors, Inc
109,596$5.1M0.1%GrowthLowTampa, FL2026-10-16
Concurrent Investment Advisors, LLC
109,579$5.1M0.0%GrowthMediumTampa, FL2026-10-16
Pathway Financial Advisers, LLC
102,038$4.7M1.2%CoreLowAuburn, IN2026-10-27
Burney Co/
98,596$4.6M0.1%GARPMediumReston, VA2026-10-15
Louisiana State Employees Retirement System
90,000$4.2M0.1%IndexLowBaton Rouge, LA2026-10-20
Burns Matteson Capital Management, LLC
88,573$4.1M1.4%CoreMediumCorning, NY2026-10-16
Yousif Capital Management, LLC
88,415$4.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of New Jersey Common Pension Fund D
86,186$4.0M0.0%CoreLowTrenton, NJ2026-11-05
Plan Group Financial, LLC
84,333$3.8M0.8%ETFMediumOklahoma City, OK2026-10-22
Arizona State Retirement System
83,859$3.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
80,815$3.7M0.0%IndexVery LowTokyo, Mexico2026-10-20
Sterling Investment Advisors, Ltd.
74,054$3.4M0.6%GrowthLowBerwyn, PA2026-10-27
Choreo, LLC
72,728$3.4M0.0%IndexLowRockford, IL2026-10-28
Cornerstone Wealth Management, LLC
72,426$3.4M0.1%ETFVery LowSt. Peters, MO2026-11-04
State of Michigan Retirement System
71,063$3.3M0.0%IndexLowEast Lansing, MI2026-10-27
Strs Ohio
71,023$3.3M0.0%CoreMediumColumbus, OH2026-10-30
Neos Investment Management LLC
70,683$3.3M0.0%IndexVery LowWestport, CT2026-11-04
Spire Wealth Management
70,172$3.2M0.1%GrowthMediumMclean, VA2026-10-30
Fiduciary Alliance LLC
67,761$3.1M0.2%CoreMediumGreenville, SC2026-10-13
Oppenheimer & Co Inc
63,631$2.9M0.0%CoreLowNew York, NY2026-10-26
Oregon Public Employees Retirement Fund
62,792$2.9M0.0%IndexVery LowTigard, OR2026-10-30
Pacific Wealth Strategies Group, Inc.
61,485$2.8M1.5%ETFMediumSanta Barbara, CA2026-11-02
AGF Management LTD
61,378$2.8M0.0%GrowthHighToronto, Australia2026-11-03
D.A. Davidson & Co.
61,273$2.8M0.0%CoreLowGreat Falls, MT2026-10-28
IFM Investors Pty Ltd
61,164$2.8M0.0%IndexVery LowMelbourne, China2026-10-14
XML Financial, LLC
54,465$2.5M0.2%ETFLowBethesda, MD2026-10-29
Achmea Investment Management B.V.
54,207$2.5M0.0%CoreMediumZeist, Philippines2026-10-30
Nilsine Partners, LLC
53,495$2.5M0.2%CoreMediumGreenwood Village, CO2026-11-02
Hennion & Walsh Asset Management, Inc.
53,133$2.5M0.1%ValueMediumParsippany, NJ2026-10-13
Sculati Wealth Management, LLC
50,392$2.3M0.7%CoreLowBloomfield Hills, MI2026-10-19
Jeppson Wealth Management, LLC
50,282$2.3M0.7%CoreLowManhattan Beach, CA2026-10-20
Farther Finance Advisors, LLC
49,513$2.3M0.0%IndexLowSan Francisco, CA2026-10-08
HUB Investment Partners, LLC
48,907$2.3M0.0%GrowthLowAustin, TX2026-11-03
Portland Financial Advisors Inc
48,641$2.3M3.9%ETFVery LowPort Washington, NY2026-10-26
Spirit of America Management Corp
47,000$2.2M0.4%GARPLowSyosset, NY2026-10-14
Midwest Professional Planners, Ltd.
46,669$2.2M0.4%GrowthMediumWausau, WI2026-10-29
Pictet Asset Management Holding SA
46,459$2.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Csenge Advisory Group
46,303$2.1M0.1%ETFMediumClearwater, FL2026-11-04
Islay Capital Management, LLC
45,824$2.1M1.0%ETFMediumLubbock, TX2026-10-20
Ethic Inc.
44,938$2.1M0.0%CoreLowNew York, NY2026-11-03
New York Life Investment Management LLC
44,827$2.1M0.0%GrowthLowNew York, NY2026-11-04
Pensionfund PDN
43,300$2.0K1.2%YieldVery LowSittard, Philippines2026-10-05
Diversify Wealth Management, LLC
43,224$2.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
43,224$2.0M0.0%GrowthLowSandy, UT2026-10-20
Turning Point Benefit Group, Inc.
42,320$1.9M0.8%ETFMediumFrederick, MD2026-10-28
Royal Fund Management, LLC
41,781$1.9M0.2%GrowthMediumLady Lake, FL2026-10-22
Hager Investment Management Services, LLC
40,986$1.9M0.9%GrowthMediumNew London, NH2026-11-04
Focus Financial Network, Inc.
38,995$1.8M0.1%ETFLowMinneapolis, MN2026-10-14
Xponance LLC
37,910$1.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
UniSuper Management Pty Ltd
36,700$1.7M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
MGO One Seven LLC
36,648$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Exchange Traded Concepts, LLC
36,297$1.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Norden Group LLC
36,110$1.7M0.1%GrowthMediumProvo, UT2026-10-20
RFG Advisory, LLC
35,849$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
Cascade Investment Group, Inc.
35,048$1.6M0.9%CoreLowColorado Springs, CO2026-10-13
Burford Brothers, Inc.
34,066$1.6M0.6%CoreLowDallas, TX2026-10-21
Samalin Investment Counsel, LLC
31,945$1.5M0.5%YieldMediumChappaqua, NY2026-10-23
GoalVest Advisory LLC
31,781$1.5M0.3%ETFMediumNew York, NY2026-10-02
Truist Financial Corp
30,589$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Nisa Investment Advisors, LLC
30,475$1.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Community Bank of Raymore
30,340$1.4M0.8%ValueVery LowRaymore, MO2026-10-23
Todd Asset Management LLC
30,014$1.4M0.0%ValueMediumLouisville, KY2026-10-27
Post Resch Tallon Group Inc.
28,717$1.3M0.9%ETFLowPittsford, NY2026-10-09
Linden Thomas Advisory Services, LLC
27,937$1.3M0.1%CoreLowCharlotte, NC2026-10-19
Capital Investment Advisory Services, LLC
27,412$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Left Brain Wealth Management, LLC
27,257$1.3M0.4%MomentumHighNaperville, IL2026-10-28
Swiss Life Asset Management Ltd
27,199$1.3M0.0%CoreLowZurich, Switzerland2026-11-03
Prospera Financial Services Inc
27,067$1.3M0.0%CoreMediumDallas, TX2026-11-04
Chicago Partners Investment Group LLC
27,029$1.2M0.0%GARPLowChicago, IL2026-10-27
Rossby Financial, LCC
26,691$1.2M0.2%ETFMediumMelbourne, FL2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
26,285$1.2M0.0%GrowthVery LowSeattle, WA2026-10-27
Wright Investors Service Inc
25,940$1.2M0.3%GrowthMediumShelton, CT2026-11-02
Apollon Wealth Management, LLC
25,770$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Inscription Capital, LLC
24,660$1.1M0.1%GARPMediumHouston, TX2026-11-02
iA Global Asset Management Inc.
23,288$1.1K0.0%GrowthMediumQuebec, Austria2026-10-29
Kestra Private Wealth Services, LLC
22,383$1.0M0.0%GrowthLowAustin, TX2026-10-30
Frank, Rimerman Advisors LLC
22,173$1.0M0.1%GrowthLowPalo Alto, CA2026-10-16
Pensionfund Sabic
22,000$1.0K1.2%YieldVery LowSittard, Philippines2026-10-05
Intrua Financial, LLC
21,716$1.0M0.1%ETFMediumHouston, TX2026-10-28
Applied Finance Capital Management, LLC
21,412$991.6K0.1%CoreMediumSan Juan, PR2026-11-03
Carnegie Investment Counsel
21,125$978.3K0.0%CoreLowPepper Pike, OH2026-10-20
Simplex Trading, LLC
21,033$974.0K0.0%CoreVery HighChicago, IL2026-11-04
Simon Quick Advisors, LLC
20,907$968.2K0.0%ETFLowMorristown, NJ2026-10-26
United Community Bank
19,042$881.8K0.3%CoreLowGreenville, SC2026-10-28
Park Avenue Securities LLC
18,933$8770.0%ETFMediumNew York, NY2026-10-26
LDR Capital Management LLC
18,000$833.6K1.0%YieldHighNew York, NY2026-10-14
Brighton Jones LLC
17,651$817.4K0.0%CoreVery LowSeattle, WA2026-11-03
Wedbush Securities Inc
17,640$8170.0%CoreLowPasadena, CA2026-10-22
AlphaCore Capital LLC
17,557$813.1K0.0%ETFLowLa Jolla, CA2026-11-04
Certuity, LLC
17,555$813.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Versant Capital Management, Inc
17,310$801.6K0.1%GARPLowPhoenix, AZ2026-10-02
C2c Wealth Management, LLC
17,310$801.6K0.6%CoreLowScottsdale, AZ2026-10-20
Teamwork Financial Advisors, LLC
17,284$800.4K0.1%GrowthHighSan Antonio, TX2026-10-19
Pinion Investment Advisors, LLC
16,868$781.2K0.1%ETFLowWichita, KS2026-11-04
NorthCrest Asset Manangement, LLC
16,587$732.2K0.0%GrowthLowPlymouth, MN2026-10-13
Values First Advisors, Inc.
16,388$758.9K0.4%CoreMediumJohnson City, TN2026-10-23
Lake Street Private Wealth, LLC
16,000$741.0K0.1%GrowthLowChicago, IL2026-10-22
Eukles Asset Management
15,850$734.0K0.3%CoreLowCincinnati, OH2026-11-04
Shepherd Financial Partners LLC
15,438$714.9K0.1%ETFLowWinchester, MA2026-11-03
Diligent Investors, LLC
15,224$705.0K0.2%CoreLowRedlands, CA2026-10-21
Thompson Investment Management, Inc.
15,108$699.7K0.1%ValueMediumMadison, WI2026-10-14
Smith Asset Management Co., LLC
14,997$694.5K0.6%YieldLowChiefland, FL2026-10-16
Oak Thistle LLC
14,880$689.1K0.1%ValueVery HighNew York, NY2026-10-21
Davenport & Co LLC
14,783$684.6K0.0%CoreMediumRichmond, VA2026-10-14
International Assets Investment Management, LLC
14,606$660.7K0.0%CoreVery HighOrlando, FL2026-11-02
Sigma Planning Corp
14,248$659.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Parallel Advisors, LLC
13,661$632.6K0.0%IndexLowSan Francisco, CA2026-11-03
Cornerstone Wealth Group, LLC
13,495$625.0K0.0%CoreMediumHuntersville, NC2026-11-02
Independent Financial Group, LLC
13,175$610.1K0.0%GrowthLowSan Diego, CA2026-10-13
Integrity Alliance, Llc.
12,918$598.2K0.0%ETFMediumUrbandale, IA2026-10-29
Vise Technologies, Inc.
12,462$577.1K0.0%IndexLowNew York, NY2026-10-29
Gamma Investing LLC
12,254$567.5K0.0%IndexVery LowFoster City, CA2026-10-08
Crestwood Advisors Group, LLC
12,071$559.0K0.0%GrowthLowBoston, MA2026-10-27
Summit Place Financial Advisors, LLC
11,966$554.1K0.3%CoreMediumSummit, NJ2026-10-23
Lifetime Wealth Management P.C.
11,773$545.2K0.3%YieldLowRockwall, TX2026-10-29
Novem Group
11,638$539.0K0.1%ETFMediumRochester, NY2026-10-19
ProShare Advisors LLC
11,515$533.3K0.0%GrowthLowBethesda, MD2026-10-29
Robeco Institutional Asset Management B.V.
11,416$528.7K0.0%CoreMediumRotterdam, Philippines2026-10-20
Bright Futures Wealth Management, Llc.
11,301$523.3K0.4%CoreHighWebster, Ny 14580, NY2026-10-23
Reik & Co., LLC
11,105$514.3K0.1%ValueVery LowNew York, NY2026-10-27
Stillwater Wealth Management Group
10,990$508.9K0.3%GrowthMediumJuno Beach, FL2026-10-21
Kestra Investment Management, LLC
10,795$499.9K0.0%ETFMediumAustin, TX2026-11-04
Forvis Mazars Wealth Advisors, LLC
10,182$471.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Evergreen Capital Management LLC
10,119$468.6K0.0%GARPMediumBellevue, WA2026-10-23
Southland Equity Partners LLC
10,067$466.2K0.1%ETFLowWildwood, MO2026-10-14
Madden Securities Corp
10,000$463.1K0.1%GrowthMediumDallas, TX2026-10-27
Great Waters Wealth Management
10,000$463.1K0.0%ETFVery LowShoreview, MN2026-10-07
Krilogy Financial LLC
9,837$444.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Lecap Asset Management LTD
9,736$450.9K0.2%ValueVery HighLondon, United Kingdom2026-10-27
Capital Investment Advisors, LLC
9,583$443.8K0.0%CoreLowAtlanta, GA2026-10-22
FCG Investment Co
9,552$442.4K0.1%GrowthHighGermantown, TN2026-10-13
Greenfield Savings Bank
9,381$434.4K0.2%CoreVery LowGreenfield, MA2026-10-07
KBC Group NV
9,254$4290.0%CoreMediumBrussels, Czech Republic2026-10-22
Lido Advisors, LLC
9,235$427.7K0.0%GrowthLowLos Angeles, CA2026-11-04
State of Wyoming
9,185$425.4K0.0%ValueHighCheyenne, WY2026-10-28
North Dakota State Investment Board
9,177$425.0K0.0%GrowthMediumBismarck, ND2026-10-27
Center For Asset Management LLC
9,173$424.8K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
CIBC Asset Management Inc
9,090$421.0K0.0%GARPLowToronto, South Africa2026-11-05
Norman Fields, Gottscho Capital Management, LLC
9,000$416.8K0.1%CoreVery LowNew York, NY2026-10-05
HB Wealth Management, LLC
8,997$416.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Sheets Smith Wealth Management
8,877$411.1K0.0%CoreLowWinston-Salem, NC2026-10-16
Sagespring Wealth Partners, LLC
8,796$407.3K0.0%ETFLowFranklin, TN2026-10-22
Sterling Capital Management LLC
8,776$406.4K0.0%GARPMediumCharlotte, NC2026-10-22
Praxis Investment Management Inc
8,620$3990.0%CoreLowGoshen, IN2026-11-03
Triumph Capital Management
8,566$396.7K0.1%ETFMediumDenver, CO2026-10-14
Fifth Third Wealth Advisors LLC
8,439$390.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Moody National Bank Trust Division
8,405$389.2K0.0%CoreMediumGalveston, TX2026-10-06
Keudell ison Wealth Management
8,365$387.4K0.1%ETFMediumSalem, OR2026-10-16
Signaturefd, LLC
8,300$384.4K0.0%IndexLowAtlanta, GA2026-10-23
Moneco Advisors, LLC
8,237$381.5K0.0%ETFLowFairfield, CT2026-11-05
American National Bank & Trust
8,170$378.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Atria Investments, Inc
7,888$365.3K0.0%CoreMediumCharlotte, NC2026-10-15
Childress Capital Advisors, LLC
7,694$356.3K0.1%GARPMediumHouston, TX2026-10-28
MCF Advisors LLC
7,682$355.8K0.0%ETFLowLexington, KY2026-10-28
Interchange Capital Partners, LLC
7,657$354.6K0.1%GrowthLowPittsburgh, PA2026-10-28
Larson Financial Group LLC
7,537$349.0K0.0%GrowthLowSt Louis, MO2026-11-05
Todd Wealth Management, LLC
7,434$344.3K0.3%GARPVery LowVenice, FL2026-10-19
M Holdings Securities, Inc.
7,433$3490.0%ETFHighPortland, OR2026-11-03
Roman Butler Fullerton & Co
7,172$322.0K0.1%GrowthMediumSt Louis, MO2026-10-27
Perigon Wealth Management, LLC
7,068$327.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Daymark Wealth Partners, LLC
6,840$316.8K0.0%CoreLowCincinnati, OH2026-11-04
Purus Wealth Management, LLC
6,801$314.9K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
Accurate Wealth Management, LLC
6,753$305.4K0.0%CoreMediumWesley Chapel, FL2026-10-20
Future Financial Wealth Managment LLC
6,703$310.4K0.2%ETFMediumCincinnati, OH2026-10-15
B. Riley Wealth Advisors, Inc.
6,703$310.4K0.0%GrowthLowMemphis, TN2026-10-13
Koshinski Asset Management, Inc.
6,688$309.7K0.0%ETFLowDecatur, IL2026-10-29
Profund Advisors LLC
6,139$284.3K0.0%GrowthLowBethesda, MD2026-10-29
Elevation Point Wealth Partners, LLC
6,128$279.0K0.0%CoreHighDenver, CO2026-11-05
Ashton Thomas Private Wealth, LLC
6,044$279.9K0.0%CoreMediumScottsdale, AZ2026-11-03
RF&L Wealth Management, LLC
6,024$279.0K0.2%ETFVery LowActon, MA2026-10-20
Fulton Bank, N.A.
6,013$278.5K0.0%CoreLowLancaster, PA2026-10-14
Revolve Wealth Partners, LLC
5,996$277.7K0.0%ETFVery LowHackensack, NJ2026-10-23
North Star Investment Management Corp.
5,936$274.9K0.0%CoreLowChicago, IL2026-10-27
Pinnacle Associates LTD
5,854$271.1K0.0%CoreLowNew York, NY2026-10-20
Euro Pacific Asset Management, LLC
5,800$268.6K0.0%GARPLowDorado, PR2026-11-03
Ironwood Financial, llc
5,676$262.9K0.0%ETFLowTucson, AZ2026-10-20
Integrated Advisors Network LLC
5,633$260.9K0.0%GrowthMediumDallas, TX2026-10-20
Crossmark Global Holdings, Inc.
5,599$259.3K0.0%GARPMediumHouston, TX2026-10-21
Axxcess Wealth Management, LLC
5,476$253.6K0.0%CoreLowCarlsbad, CA2026-10-21
EverSource Wealth Advisors, LLC
5,328$246.7K0.0%CoreMediumBirmingham, AL2026-11-04
Bellecapital International Ltd.
5,200$240.8K0.0%GrowthMediumZurich, Switzerland2026-10-21
VestGen Advisors, LLC
5,187$240.2K0.0%GrowthMediumChicago, IL2026-10-27
Principle Wealth Partners LLC
5,180$239.9K0.0%CoreVery LowMadison, CT2026-11-02
Gilliland Jeter Wealth Management LLC
5,079$235.2K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Meridian Wealth Management, LLC
4,980$230.6K0.0%GrowthLowLexington, KY2026-11-05
First Affirmative Financial Network
4,965$229.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Meridian Investment Counsel Inc.
4,911$227.4K0.1%GARPLowLafayette, CA2026-10-14
SkyOak Wealth, LLC
4,855$224.8K0.0%ETFLowSouthfield, MI2026-10-28
55 North Private Wealth, LLC
4,849$224.6K0.0%ETFLowWinter Park, FL2026-10-20
Forum Financial Management, LP
4,845$224.4K0.0%ETFLowLombard, IL2026-10-16
Clear Creek Financial Management, LLC
4,800$222.3K0.0%ETFMediumSilverdale, WA2026-10-28
Asset One Wealth Management LLC
4,753$220.1K0.0%GrowthLowBellevue, WA2026-11-02
Diversified Enterprises, LLC
4,740$219.5K0.0%ETFVery LowWilmington, DE2026-10-19
Howard Financial Services, Ltd.
4,500$208.4K0.0%ETFLowDallas, TX2026-10-15
StoneX Group Inc.
4,403$202.2K0.0%ETFMediumNew York, NY2026-11-03
OpenArc Corporate Advisory, LLC
4,370$202.4K0.0%GrowthLowAtlanta, GA2026-10-21
Creative Financial Designs Inc
4,276$198.0K0.0%ETFMediumKokomo, IN2026-11-04
GF Fund Management Co. Ltd.
3,951$183.0K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Financial Consulate, Inc
3,847$178.1K0.0%ETFLowHunt Valley, MD2026-10-23
Private Trust Co NA
3,144$145.6K0.0%CoreLowCleveland, OH2026-10-20
CoreCap Advisors, LLC
3,026$140.1K0.0%ETFMediumSouthfield, MI2026-10-08
Eastern Bank
2,987$138.3K0.0%GrowthMediumBoston, MA2026-10-05
Atlantic Edge Private Wealth Management, LLC
2,835$131.3K0.0%CoreLowJacksonville, FL2026-10-20
Pinnacle Wealth Planning Services, Inc.
2,757$127.7K0.0%GARPLowMansfield, OH2026-10-27
First United Bank & Trust
2,156$99.8K0.0%CoreLowOakland, MD2026-10-22
Register Financial Advisors LLC
2,000$92.6K0.0%GARPLowAtlanta, GA2026-10-23
Jnba Financial Advisors
1,837$85.1K0.0%ETFMediumBloomington, MN2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
1,594$740.0%CoreMediumKobenhavn, Greece2026-10-22
Essential Partners LLC
1,588$73.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Elevation Wealth Partners, LLC
1,530$70.9K0.0%ETFLowWalnut Creek, CA2026-10-07
True Wealth Design, LLC
1,521$70.4K0.0%ETFMediumAkron, OH2026-10-13
Heritage Family Offices, LLP
1,444$66.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Hickory Point Bank & Trust
1,401$64.9K0.0%CoreVery LowDecatur, IL2026-10-01
Hazlett, Burt & Watson, Inc.
1,400$650.0%CoreVery LowWheeling, WV2026-11-04
Pension & Wealth Management Advisors, Inc.
1,333$61.7K0.0%ETFLowWaltham, MA2026-10-16
V-Square Quantitative Management LLC
1,153$53.4K0.0%CoreLowChicago, IL2026-10-15
Reap Financial Group, LLC
1,128$52.2K0.0%ETFLowAustin, TX2026-11-02
SJS Investment Consulting Inc.
1,069$49.5K0.0%ETFVery LowSylvania, OH2026-10-26
Tompkins Financial Corp
1,000$46.3K0.0%CoreLowIthaca, NY2026-10-05
Kentucky Trust Co
1,000$46.3K0.0%CoreVery LowDanville, KY2026-10-15
Cassaday & Co Wealth Management LLC
920$42.6K0.0%ETFVery LowMclean, VA2026-10-27
Armstrong Advisory Group, Inc
900$41.7K0.0%ETFHighNeedham, MA2026-10-09
Elyxium Wealth, LLC
894$41.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ascentis Independent Advisors
885$41.0K0.0%ETFLowDallas, TX2026-11-03
Harbor Investment Advisory, LLC
865$40.1K0.0%GrowthLowLutherville, MD2026-10-13
DiNuzzo Private Wealth, Inc.
800$37.0K0.0%ETFLowBeaver, PA2026-10-16
Latitude Advisors, LLC
766$35.5K0.0%ETFLowYorkville, IL2026-10-27
Cullen T Bankers, Inc.
752$34.8K0.0%GrowthLowSan Antonio, TX2026-10-28
MassMutual Private Wealth & Trust, FSB
736$34.1K0.0%CoreLowSpringfield, MA2026-10-05
Lanark Financial, Inc.
702$32.5K0.0%CoreMediumBirmingham, AL2026-10-26
Covestor Ltd
700$320.0%ValueHighLondon, United Kingdom2026-10-30
Fortitude Family Office, LLC
699$32.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Nfsg Corp
624$28.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Raleigh Capital Management Inc.
591$27.4K0.0%CoreMediumCary, NC2026-10-28
Manchester Capital Management LLC
590$27.3K0.0%CoreLowManchester, VT2026-10-22
First Community Trust NA
576$26.7K0.0%GrowthLowDubuque, IA2026-10-07
Mirae Asset Global Investments Co., Ltd.
518$24.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Alpine Bank Wealth Management
505$23.4K0.0%ETFHighGrand Junction, CO2026-10-16
Towne Trust Company, N.a
500$23.2K0.0%CoreLowNewport News, VA2026-10-28
Evolution Wealth Management Inc.
500$23.2K0.0%ETFMediumFort Myers, FL2026-10-28
Gen-Wealth Partners Inc
500$23.2K0.0%CoreLowZeeland, MI2026-11-04
Beacon Investment Advisory Services, Inc.
500$23.2K0.0%GrowthLowMorristown, NJ2026-10-13
Vision Financial Markets LLC
488$22.1K0.0%CoreLowStamford, CT2026-10-22
Miller Wealth Advisors, LLC
486$22.5K0.0%GrowthLowOuray, CO2026-11-02
Markowski Investments
474$22.0K0.0%ETFN/ATampa, FL2026-10-30
Bangor Savings Bank
465$21.5K0.0%ETFLowBangor, ME2026-10-06
Wolff Wiese Magana LLC
460$21.3K0.0%GrowthLowCarslbad, CA2026-10-15
CX Institutional
440$200.0%CoreMediumAuburn, IN2026-10-02
Kozak & Associates, Inc.
435$19.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Blue Trust, Inc.
400$18.5K0.0%ETFLowBrentwood, TN2026-10-15
TD Waterhouse Canada Inc.
375$17.0K0.0%CoreLowToronto, Australia2026-10-16
Plante Moran Financial Advisors, LLC
366$17.0K0.0%ETFVery LowSouthfield, MI2026-11-04
PFS Partners, LLC
350$16.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Brown, Lisle Ings, Inc.
350$16.2K0.0%CoreVery LowProvidence, RI2026-10-16
Bell Investment Advisors, Inc
346$16.0K0.0%ETFVery LowOrinda, CA2026-10-29
GK Wealth Management LLC
339$15.7K0.0%GARPVery HighReno, NV2026-10-09
Strengthening Families & Communities, LLC
331$15.3K0.0%CoreMediumBoston, MA2026-10-21
Ascentis Wealth Management, LLC
330$15.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Chilton Capital Management LLC
315$14.6K0.0%GrowthMediumHouston, TX2026-10-28
Highline Wealth Partners LLC
300$13.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
290$13.4K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
278$12.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Capital Advisors, Ltd. LLC
273$130.0%ETFLowShaker Heights, OH2026-10-27
Financial Network Wealth Advisors LLC
267$12.4K0.0%ETFLowMurray, UT2026-10-28
Mainstream Capital Management LLC
264$12.2K0.0%GrowthLowLos Angeles, CA2026-10-23
Farmers & Merchants Investments Inc
250$11.6K0.0%CoreVery LowLincoln, NE2026-10-22
Abound Wealth Management
218$10.1K0.0%ETFVery LowFranklin, TN2026-10-26
Trust Co of Vermont
205$9.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cape Investment Advisory, Inc.
205$9.5K0.0%ETFLowMcdonough, GA2026-10-13
Mather Group, Llc.
179$8.3K0.0%ETFMediumChicago, IL2026-10-14
Hilton Head Capital Partners, LLC
173$8.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Buck Wealth Strategies, LLC
171$7.9K0.0%ValueMediumDenver, CO2026-10-28
Signature Equity Partners, LLC
158$7.3K0.0%GrowthMediumColumbus, OH2026-10-29
Wealth Enhancement Trust Services, Inc.
157$7.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Hughes Financial Services, LLC
130$6.1K0.0%ETFLowHerndon, VA2026-10-30
High Note Wealth, LLC
124$5.7K0.0%ETFVery LowDeephaven, MN2026-10-27
Key FInancial Inc
117$5.4K0.0%ETFLowWest Chester, PA2026-11-02
Mosley Wealth Management
113$5.1K0.0%ETFHighAnaheim, CA2026-10-16
Marshall & Sterling Wealth Advisors Inc.
109$5.1K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Cromwell Holdings LLC
101$4.7K0.0%IndexLowJackson, WY2026-10-28
First Horizon Corp
100$4.6K0.0%CoreLowMemphis, TN2026-10-26
Trust Co of Toledo NA
100$4.6K0.0%GrowthVery LowHolland, OH2026-10-16
Center for Financial Planning, Inc.
90$4.2K0.0%ETFLowSouthfied, MI2026-10-26
Activest Wealth Management
79$3.7K0.0%ETFLowAventura, FL2026-10-15
Moisand Fitzgerald Tamayo, LLC
78$3.6K0.0%ETFVery LowOrlando, FL2026-10-15
TD Private Client Wealth LLC
69$3.2K0.0%ETFLowNew York, NY2026-10-28
Grove Bank & Trust
68$3.1K0.0%ETFLowMiami, FL2026-10-08
Gilpin Wealth Management, LLC
68$3.2K0.0%GrowthLowDenver, CO2026-10-09
Hudson Edge Investment Partners Inc.
61$2.8K0.0%Deep ValueMediumJersey City, NJ2026-10-28
James T. Borello RIA
59$2.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
JFS Wealth Advisors, LLC
52$2.4K0.0%ETFVery LowHermitage, PA2026-11-03
Provenance Wealth Advisors, LLC
48$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Transce3nd, LLC
48$2.1K0.0%GrowthLowBuda, TX2026-10-26
Rosenberg Matthew Hamilton
47$2.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Silver Grove Financial Group, Inc.
46$2.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
45$2.1K0.0%ETFVery LowGap, PA2026-11-04
Country Trust Bank
43$2.0K0.0%GrowthLowBloomington, IL2026-10-30
WPG Advisers, LLC
42$1.9K0.0%CoreLowBaltimore, MD2026-10-27
Avion Wealth
41$10.0%ETFLowThe Woodlands, TX2026-11-04
Owl Creek Wealth Partners LLC
40$1.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Retirement Wealth Solutions LLC
34$1.6K0.0%ETFLowMarshfield, WI2026-10-07
Valley National Advisers Inc
33$1.5K0.0%ETFLowBethlehem, PA2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
33$1.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
UMB Private Wealth Management, LLC
32$1.5K0.0%GrowthN/AKansas City, MO2026-10-19
Physician Wealth Advisors, Inc.
26$1.2K0.0%ETFMediumMidvale, UT2026-10-20
Asset Dedication, LLC
21$9640.0%ETFLowSan Francisco, CA2026-11-03
Planning Strategies Inc.
21$9730.0%ETFN/ALancaster, PA2026-10-02
Financial Management Professionals, Inc.
19$8800.0%ETFMediumAustin, TX2026-10-23
Nemes Rush Group LLC
16$7410.0%CoreVery LowNovi, MI2026-11-04
Breakwater Investment Management
13$6030.0%ETFLowSeattle, WA2026-10-20
Signature Resources Capital Management, LLC
13$6020.0%ETFLowNewport Beach, CA2026-10-16
Proathlete Wealth Management LLC
10$4630.0%ETFVery LowBoca Raton, FL2026-10-15
Sunrise Financial Services, LLC
9$4170.0%ETFMediumBurien, WA2026-10-21
MV Capital Management, Inc.
6$2780.0%ETFLowBethesda, MD2026-10-29
Golden State Wealth Management, LLC
5$2720.0%ETFMediumSanta Ana, CA2026-11-02
American Capital Advisory, LLC
4$1860.0%ETFLowKetchum, ID2026-10-28
Quaker Wealth Management, LLC
2$930.0%ETFMediumMoorestown, NJ2026-10-22
Albion Financial Group
2$1070.0%GrowthLowSalt Lake City, UT2026-10-21