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P G & E Corp (PCG)

CUSIP: 69331C108 | NYSE | Utilities · Utilities - Regulated Electric | Large Cap | 2598 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 LLC109,839,7135.0%−1,292,848Sep 30, 202692d ahead of 13F (110,884,839 sh) · −1,045,126
13GSteelMill Master Fund LP112,703,8345.1%New 5%+ stakeAug 28, 2026No 13F filer matched
13G/AVanguard Portfolio Management LLC109,839,713
5.0% of class · Sep 30, 2026−1,292,848
92d ahead of 13F (110,884,839 sh) · −1,045,126
13GSteelMill Master Fund LP112,703,834
5.1% of class · Aug 28, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

MacKenzie Financial Corp13,059,646
0.2% of portfolio›$160.0M
Citigroup Inc9,657,373
0.0% of portfolio›$118.3M
Dimensional Fund Advisors LP9,060,385
0.0% of portfolio›$111.0M
Pictet Asset Management Holding SA5,490,502
0.1% of portfolio›$67.3M
Sumitomo Mitsui Trust Group, Inc.4,976,438
0.0% of portfolio›$61.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS3,850,182
0.2% of portfolio›$47.2M
Locust Wood Capital Advisers, LLC3,545,894
1.0% of portfolio›$43.4M
Milfam LLC3,230,000
27.3% of portfolio›$39.6M
UniSuper Management Pty Ltd2,594,400
0.2% of portfolio›$31.8M
Principal Financial Group Inc2,533,189
0.0% of portfolio›$31.0M
New York State Teachers Retirement System1,962,277
0.0% of portfolio›$24.0K
Arbejdsmarkedets Tillaegspension1,910,300
0.6% of portfolio›$23.4M
M&G Plc1,562,594
0.1% of portfolio›$18.8M
Exchange Traded Concepts, LLC1,492,734
0.1% of portfolio›$18.3M
BI Asset Management Fondsmaeglerselskab A/S1,424,843
0.0% of portfolio›$17.5K
Wealth Enhancement Advisory Services, LLC1,061,818
0.0% of portfolio›$12.8M
KBC Group NV965,327
0.0% of portfolio›$11.8K
Asset Management One Co., Ltd.923,735
0.0% of portfolio›$11.3M
Y-Intercept (Hong Kong) Ltd915,523
0.2% of portfolio›$11.2M
Mirae Asset Global Investments Co., Ltd.857,571
0.0% of portfolio›$10.5M
Virginia Retirement Systems ET Al834,300
0.1% of portfolio›$10.2M
Oppenheimer Asset Management Inc.827,635
0.1% of portfolio›$10.1M
Creative Planning811,178
0.0% of portfolio›$9.9M
Oak Thistle LLC781,012
0.9% of portfolio›$9.6M
ASR Vermogensbeheer N.V.765,997
0.1% of portfolio›$9.4M
Daiwa Securities Group Inc.717,267
0.0% of portfolio›$8.8M
IFM Investors Pty Ltd702,051
0.1% of portfolio›$8.6M
State of Michigan Retirement System665,560
0.0% of portfolio›$8.2M
DekaBank Deutsche Girozentrale662,431
0.0% of portfolio›$8.1K
Robeco Institutional Asset Management B.V.652,822
0.0% of portfolio›$8.0M
RWC Asset Management LLP651,723
0.3% of portfolio›$8.0M
Hennessy Advisors Inc650,449
0.3% of portfolio›$8.0M
Czech National Bank632,793
0.0% of portfolio›$7.8M
ProShare Advisors LLC611,884
0.0% of portfolio›$7.5M
Arizona State Retirement System601,461
0.0% of portfolio›$7.4M
Xponance LLC562,419
0.0% of portfolio›$6.9M
Swiss Life Asset Management Ltd498,325
0.0% of portfolio›$6.1M
Eagle Global Advisors LLC474,305
0.2% of portfolio›$5.8M
Retirement Systems of Alabama461,857
0.0% of portfolio›$5.7M
PensionDanmark Pensionsforsikringsaktieselskab458,270
0.0% of portfolio›$5.6M
Strs Ohio443,890
0.0% of portfolio›$5.4M
Neos Investment Management LLC407,444
0.0% of portfolio›$5.0M
Rakuten Investment Management, Inc.395,291
0.0% of portfolio›$4.8M
Amalgamated Bank374,881
0.0% of portfolio›$4.6K
Candriam S.C.A.361,812
0.0% of portfolio›$4.4M
Mn Services Vermogensbeheer B.V.356,700
0.0% of portfolio›$4.4K
New York Life Investment Management LLC305,986
0.0% of portfolio›$3.7M
Sumitomo Mitsui DS Asset Management Company, Ltd298,703
0.0% of portfolio›$3.7M
Oregon Public Employees Retirement Fund270,700
0.0% of portfolio›$3.3M
Burney Co/267,704
0.1% of portfolio›$3.3M
CenterBook Partners LP256,635
0.1% of portfolio›$3.1M
Alps Advisors Inc239,036
0.0% of portfolio›$2.9M
Yousif Capital Management, LLC232,622
0.0% of portfolio›$2.8M
Intact Investment Management Inc.228,240
0.1% of portfolio›$2.8M
TD Waterhouse Canada Inc.226,730
0.0% of portfolio›$2.8M
Mutual of America Capital Management LLC225,159
0.0% of portfolio›$2.8M
ABN Amro Investment Solutions216,531
0.0% of portfolio›$2.7M
Harrison Street Private Wealth LLC211,026
3.5% of portfolio›$2.6M
SteelPeak Wealth, LLC209,515
0.1% of portfolio›$2.6M
State of Alaska, Department of Revenue208,621
0.0% of portfolio›$2.6K
Fulcrum Asset Management LLP185,795
0.1% of portfolio›$2.3M
Gulf International Bank (UK) Ltd167,270
0.0% of portfolio›$2.0K
Gibbs Wealth Management155,042
0.2% of portfolio›$1.9M
Ag2r LA Mondiale Gestion D'actifs146,496
0.1% of portfolio›$1.8M
Hartford Investment Management Co118,324
0.0% of portfolio›$1.4M
Portside Wealth Group, LLC117,353
0.2% of portfolio›$1.4M
Daytona Street Capital LLC117,298
1.0% of portfolio›$1.4M
HB Wealth Management, LLC116,927
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System108,300
0.0% of portfolio›$1.3M
International Assets Investment Management, LLC108,185
0.1% of portfolio›$1.3M
Brighton Jones LLC107,864
0.0% of portfolio›$1.3M
Vontobel Holding Ltd.107,753
0.0% of portfolio›$1.3M
Allspring Global Investments Holdings, LLC103,459
0.0% of portfolio›$1.3M
Miller Howard Investments Inc92,395
0.0% of portfolio›$1.1M
Fideuram Asset Management (Ireland) dac90,019
0.0% of portfolio›$1.5M
Vise Technologies, Inc.89,181
0.0% of portfolio›$1.1M
Gateway Investment Advisers LLC82,890
0.0% of portfolio›$1.0M
Kornitzer Capital Management Inc82,600
0.0% of portfolio›$1.0M
Sterling Capital Management LLC81,861
0.0% of portfolio›$1.0M
Mariner Investment Group LLC80,000
0.2% of portfolio›$980.0K
Perpetual Ltd77,816
0.0% of portfolio›$953.2K
Weinberger Asset Management, Inc77,610
0.3% of portfolio›$950.7K
Tokio Marine Asset Management Co LTD77,416
0.0% of portfolio›$948.3K
Harbor Capital Advisors, Inc.70,152
0.0% of portfolio›$859
Chicago Partners Investment Group LLC67,901
0.0% of portfolio›$857.6K
North Dakota State Investment Board67,195
0.0% of portfolio›$823.1K
Profund Advisors LLC66,033
0.0% of portfolio›$808.9K
Diversify Wealth Management, LLC62,493
0.0% of portfolio›$809.9K
Diversify Advisory Services, LLC62,493
0.0% of portfolio›$809.9K
CenterStar Asset Management, LLC62,469
0.2% of portfolio›$763.1K
Assenagon Asset Management S.A.58,993
0.0% of portfolio›$722.7K
Commonwealth Equity Services, LLC57,947
0.0% of portfolio›$709.9K
Keybank National Association56,643
0.0% of portfolio›$693.9K
Norden Group LLC55,155
0.1% of portfolio›$675.7K
Crossmark Global Holdings, Inc.52,798
0.0% of portfolio›$646.8K
Farther Finance Advisors, LLC52,609
0.0% of portfolio›$644.5K
B. Metzler seel. Sohn & Co. AG52,436
0.0% of portfolio›$642.3K
NorthCrest Asset Manangement, LLC51,009
0.0% of portfolio›$646.3K
V-Square Quantitative Management LLC49,638
0.1% of portfolio›$608.1K
Tema Etfs LLC49,351
0.0% of portfolio›$604.6K
Citizens Financial Group Inc48,463
0.0% of portfolio›$593.7K
Ethic Inc.47,488
0.0% of portfolio›$581.7K
Gemmer Asset Management LLC45,321
0.0% of portfolio›$555.2K
Cambridge Investment Research Advisors, Inc.45,266
0.0% of portfolio›$555
Krilogy Financial LLC41,940
0.0% of portfolio›$551.9K
Steph & Co41,771
0.1% of portfolio›$511.7K
Lido Advisors, LLC41,392
0.0% of portfolio›$507.1K
Generali Asset Management SPA SGR39,663
0.0% of portfolio›$485.9K
Oslo Pensjonsforsikring AS38,043
0.1% of portfolio›$466.0K
Themes Management Co LLC37,834
0.3% of portfolio›$463.5K
Atria Investments, Inc37,204
0.0% of portfolio›$455.7K
Nisa Investment Advisors, LLC37,067
0.0% of portfolio›$455.9K
AlphaCore Capital LLC36,311
0.0% of portfolio›$446.6K
Laurion Capital Management LP35,821
0.0% of portfolio›$438.8K
EverSource Wealth Advisors, LLC34,232
0.0% of portfolio›$419.3K
Curated Wealth Partners LLC32,126
0.0% of portfolio›$393.5K
Cliftonlarsonallen Wealth Advisors, LLC31,117
0.0% of portfolio›$381.2K
Parcion Private Wealth LLC29,913
0.0% of portfolio›$366.4K
Ninety One UK Ltd28,996
0.0% of portfolio›$355.2K
Choreo, LLC28,623
0.0% of portfolio›$350.6K
Aaron Wealth Advisors LLC28,317
0.0% of portfolio›$346.9K
Levin Capital Strategies, L.P.27,093
0.0% of portfolio›$331.9K
Kestra Advisory Services, LLC26,762
0.0% of portfolio›$327.8K
IFP Advisors, Inc26,180
0.0% of portfolio›$320.7K
Parallel Advisors, LLC25,713
0.0% of portfolio›$315.0K
Crestwood Advisors Group, LLC25,655
0.0% of portfolio›$314.3K
Cowa, LLC25,322
0.1% of portfolio›$310.2K
WestHill Financial Advisors, Inc.25,041
0.1% of portfolio›$306.7K
Hennion & Walsh Asset Management, Inc.24,310
0.0% of portfolio›$297.8K
SYM Financial Corp24,298
0.0% of portfolio›$297.7K
Journey Retirement Planning & Investment Management LLC24,207
0.2% of portfolio›$296.5K
Portfolio Design Labs, LLC23,892
0.0% of portfolio›$292.7K
Cidel Asset Management Inc23,520
0.0% of portfolio›$288.1K
Doliver Advisors, LP22,735
0.1% of portfolio›$278.5K
Moss Adams Wealth Advisors LLC22,121
0.0% of portfolio›$272.1K
Independent Financial Group, LLC21,654
0.0% of portfolio›$265.3K
Hunter Associates Investment Management LLC21,500
0.0% of portfolio›$263
Kepler Cheuvreux (Suisse) SA20,999
0.0% of portfolio›$257.2K
Klingman & Associates, LLC20,481
0.0% of portfolio›$250.9K
Cigna Investments Inc20,343
0.0% of portfolio›$249
GK Wealth Management LLC19,893
0.1% of portfolio›$243.7K
Frank, Rimerman Advisors LLC19,592
0.0% of portfolio›$240.0K
Ascent Group, LLC19,581
0.0% of portfolio›$239.9K
Teza Capital Management LLC18,772
0.2% of portfolio›$230.0K
Allegiance Financial Group Advisory Services LLC18,652
0.0% of portfolio›$229.4K
Northwest Wealth Management, LLC18,165
0.0% of portfolio›$222.5K
Olympiad Research LP17,758
0.3% of portfolio›$217.5K
Essential Partners LLC17,494
0.1% of portfolio›$214.3K
Foronjy Financial LLC17,422
0.1% of portfolio›$213.4K
Fifth Third Wealth Advisors LLC17,258
0.0% of portfolio›$211.4K
Simplicity Wealth,LLC16,944
0.0% of portfolio›$207.6K
ABC Arbitrage SA16,765
0.0% of portfolio›$205.4K
Alta Advisers Ltd16,407
0.0% of portfolio›$201.0K
Truist Financial Corp16,203
0.0% of portfolio›$198.5K
Plancorp, LLC15,865
0.0% of portfolio›$209.1K
Signaturefd, LLC15,422
0.0% of portfolio›$188.9K
Glenview Trust Co15,397
0.0% of portfolio›$188.6K
Quadcap Wealth Management, LLC15,390
0.0% of portfolio›$188.5K
Souders Financial Advisors15,265
0.0% of portfolio›$187.0K
MBL Wealth, LLC15,144
0.0% of portfolio›$185.5K
Investment Research Partners LLC14,885
0.1% of portfolio›$182.3K
Howard Capital Management, LLC14,760
0.0% of portfolio›$180.8K
waypoint wealth counsel14,357
0.1% of portfolio›$175.9K
First Horizon Corp13,995
0.0% of portfolio›$171.4K
Supplemental Annuity Collective Trust of NJ13,935
0.0% of portfolio›$170.7K
Avail Investment Partners, LLC13,867
0.1% of portfolio›$169.9K
BetterWealth, LLC13,731
0.0% of portfolio›$168.2K
MGO One Seven LLC13,432
0.0% of portfolio›$164.5K
Apollon Wealth Management, LLC13,402
0.0% of portfolio›$164.2K
Urban Wealth Management, LLC13,387
0.1% of portfolio›$164.0K
Riversedge Advisors, LLC13,041
0.0% of portfolio›$159.8K
Park Avenue Securities LLC12,939
0.0% of portfolio›$158
St. Louis Financial Planners Asset Management, LLC12,905
0.1% of portfolio›$169.7K
1900 Wealth Management LLC12,818
0.0% of portfolio›$157.0K
Spirit of America Management Corp12,500
0.0% of portfolio›$153.1K
B. Riley Wealth Advisors, Inc.12,476
0.0% of portfolio›$152.8K
Gamma Investing LLC11,899
0.0% of portfolio›$145.8K
Procyon Advisors, LLC11,851
0.0% of portfolio›$145.2K
Kaufman Rossin Wealth, LLC11,541
0.1% of portfolio›$141.4K
Symphony Financial, Ltd. Co.11,270
0.0% of portfolio›$138.1K
Aspiriant, LLC11,166
0.0% of portfolio›$136.8K
Northside Capital Management, LLC11,105
0.0% of portfolio›$136.0K
Cassaday & Co Wealth Management LLC11,050
0.0% of portfolio›$135.4K
Angeles Wealth Management, LLC11,033
0.0% of portfolio›$135.7K
Advisor OS, LLC10,732
0.0% of portfolio›$131.5K
Archvest Wealth Advisors, Inc.10,381
0.1% of portfolio›$127.2K
Americana Partners, LLC10,320
0.0% of portfolio›$126.4K
Everhart Financial Group, Inc.10,274
0.0% of portfolio›$125.9K
Prospera Financial Services Inc10,143
0.0% of portfolio›$133.7K
Livforsakringsbolaget Skandia, Omsesidigt9,900
0.0% of portfolio›$121.3K
Leonteq Securities AG8,528
0.0% of portfolio›$104.5K
Versant Capital Management, Inc8,345
0.0% of portfolio›$102.2K
CX Institutional7,397
0.0% of portfolio›$91
Root Financial Partners, LLC7,342
0.0% of portfolio›$89.9K
True Wealth Design, LLC7,153
0.0% of portfolio›$87.6K
Deseret Mutual Benefit Administrators7,151
0.0% of portfolio›$87.6K
Mather Group, Llc.7,089
0.0% of portfolio›$86.8K
SJS Investment Consulting Inc.7,049
0.0% of portfolio›$86.4K
Financial Network Wealth Advisors LLC5,369
0.1% of portfolio›$65.8K
Assetmark, Inc5,343
0.0% of portfolio›$65.5K
Covestor Ltd5,221
0.0% of portfolio›$64
Provenance Wealth Advisors, LLC4,976
0.0% of portfolio›$61.0K
Pacific Center for Financial Services4,787
0.0% of portfolio›$58.6K
Parkside Financial Bank & Trust3,883
0.0% of portfolio›$47.6K
MassMutual Private Wealth & Trust, FSB3,846
0.0% of portfolio›$47.1K
Bayforest Capital Ltd3,715
0.1% of portfolio›$45.5K
Harel Insurance Investments & Financial Services Ltd.2,781
0.0% of portfolio›$34
Elyxium Wealth, LLC2,750
0.0% of portfolio›$33.7K
Byrne Asset Management LLC2,700
0.0% of portfolio›$32.9K
Caitong International Asset Management Co., Ltd2,412
0.0% of portfolio›$29.5K
Cromwell Holdings LLC2,247
0.0% of portfolio›$27.6K
Pillar Financial Advisors, LLC2,010
0.0% of portfolio›$24.6K
Fortitude Family Office, LLC1,944
0.0% of portfolio›$23.8K
Costello Asset Management, Inc1,900
0.0% of portfolio›$23.3K
Private Trust Co NA1,711
0.0% of portfolio›$21.0K
DeDora Capital, Inc.1,577
0.0% of portfolio›$19.3K
Entrust Financial LLC1,435
0.0% of portfolio›$17.6K
Farmers & Merchants Investments Inc1,420
0.0% of portfolio›$17.4K
Vima LLC1,203
0.0% of portfolio›$14.7K
Private Wealth Management Group, LLC1,158
0.0% of portfolio›$14.2K
Ascentis Wealth Management, LLC1,107
0.0% of portfolio›$13.6K
Spire Wealth Management1,070
0.0% of portfolio›$13.1K
Cape Investment Advisory, Inc.1,049
0.0% of portfolio›$12.8K
Heritage Family Offices, LLP1,007
0.0% of portfolio›$12.3K
Elevation Wealth Partners, LLC980
0.0% of portfolio›$12.0K
UMB Private Wealth Management, LLC903
0.0% of portfolio›$11.1K
Golden State Wealth Management, LLC883
0.0% of portfolio›$10.8K
Ascentis Independent Advisors831
0.0% of portfolio›$10.2K
Owl Creek Wealth Partners LLC815
0.0% of portfolio›$10.0K
Physician Wealth Advisors, Inc.799
0.0% of portfolio›$9.8K
TD Private Client Wealth LLC798
0.0% of portfolio›$9.8K
Reyes Financial Architecture, Inc.766
0.0% of portfolio›$9.4K
Lanark Financial, Inc.733
0.0% of portfolio›$9.0K
Putney Financial Group LLC720
0.0% of portfolio›$8.8K
Cullen T Bankers, Inc.646
0.0% of portfolio›$7.9K
Westside Investment Management, Inc.633
0.0% of portfolio›$7.8K
Gen-Wealth Partners Inc598
0.0% of portfolio›$7.3K
Plante Moran Financial Advisors, LLC585
0.0% of portfolio›$7.2K
Manchester Capital Management LLC562
0.0% of portfolio›$6.9K
Eastern Bank540
0.0% of portfolio›$6.6K
Bell Investment Advisors, Inc515
0.0% of portfolio›$6.3K
Ares Financial Consulting, LLC505
0.0% of portfolio›$6.2K
Grove Bank & Trust500
0.0% of portfolio›$6.1K
Hilltop National Bank500
0.0% of portfolio›$6.1K
Cedar Mountain Advisors, LLC457
0.0% of portfolio›$5.6K
Jnba Financial Advisors440
0.0% of portfolio›$5.4K
JFS Wealth Advisors, LLC427
0.0% of portfolio›$5.2K
Salomon & Ludwin, LLC422
0.0% of portfolio›$5.2K
SBI Securities Co., Ltd.414
0.0% of portfolio›$5.1K
Joseph Group Capital Management410
0.0% of portfolio›$5.0K
IMG Wealth Management, Inc.399
0.0% of portfolio›$4.9K
Capital Investment Advisory Services, LLC395
0.0% of portfolio›$4.8K
Wealth Enhancement Trust Services, Inc.381
0.0% of portfolio›$4.7K
Pinnacle Wealth Planning Services, Inc.380
0.0% of portfolio›$4.7K
CoreCap Advisors, LLC349
0.0% of portfolio›$4.3K
Key FInancial Inc334
0.0% of portfolio›$4.1K
Avion Wealth333
0.0% of portfolio›$4
Highline Wealth Partners LLC331
0.0% of portfolio›$4.1K
Triumph Capital Management325
0.0% of portfolio›$4.0K
Blue Trust, Inc.318
0.0% of portfolio›$3.9K
Tompkins Financial Corp300
0.0% of portfolio›$3.7K
Bay Harbor Wealth Management, LLC261
0.0% of portfolio›$3.2K
Hughes Financial Services, LLC252
0.0% of portfolio›$3.3K
Smallwood Wealth Investment Management, LLC229
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC227
0.0% of portfolio›$3
James T. Borello RIA206
0.0% of portfolio›$2.5K
Pension & Wealth Management Advisors, Inc.200
0.0% of portfolio›$2.5K
Armstrong Advisory Group, Inc200
0.0% of portfolio›$2.5K
Center for Financial Planning, Inc.185
0.0% of portfolio›$2.3K
High Note Wealth, LLC184
0.0% of portfolio›$2.3K
J.Safra Asset Management Corp180
0.0% of portfolio›$2.2K
Arlington Trust Co LLC173
0.0% of portfolio›$2.1K
MV Capital Management, Inc.171
0.0% of portfolio›$2.1K
Birch Financial Group, LLC161
0.0% of portfolio›$2.0K
Creative Capital Management Investments LLC151
0.0% of portfolio›$1.9K
Bare Financial Services, Inc146
0.0% of portfolio›$1.8K
William Mack & Associates, Inc.143
0.0% of portfolio›$1.8K
Wilkerson Advisory Group LLC127
0.0% of portfolio›$1.6K
Harbor Investment Advisory, LLC125
0.0% of portfolio›$1.5K
Clark Wealth Partners109
0.0% of portfolio›$1.3K
Toth Financial Advisory Corp107
0.0% of portfolio›$1.3K
Elevated Capital Advisors, LLC107
0.0% of portfolio›$1.3K
WestEnd Advisors, LLC102
0.0% of portfolio›$1.3K
1620 Investment Advisors, Inc.101
0.0% of portfolio›$1.2K
Sfam, LLC100
0.0% of portfolio›$1.2K
North Star Investment Management Corp.100
0.0% of portfolio›$1.2K
WPG Advisers, LLC93
0.0% of portfolio›$1.1K
DiNuzzo Private Wealth, Inc.93
0.0% of portfolio›$1.1K
CGC Financial Services, LLC88
0.0% of portfolio›$1.1K
Retirement Wealth Solutions LLC84
0.0% of portfolio›$1.0K
Princeton Global Asset Management LLC80
0.0% of portfolio›$980
Nvwm, LLC74
0.0% of portfolio›$907
Proathlete Wealth Management LLC69
0.0% of portfolio›$845
Redwood Park Advisors LLC69
0.0% of portfolio›$844
Torren Management, LLC64
0.0% of portfolio›$790
Asset Dedication, LLC63
0.0% of portfolio›$772
Wolff Wiese Magana LLC40
0.0% of portfolio›$490
Nemes Rush Group LLC37
0.0% of portfolio›$453
TFC Financial Management, Inc.37
0.0% of portfolio›$454
Planning Strategies Inc.32
0.0% of portfolio›$392
American Capital Advisory, LLC30
0.0% of portfolio›$368
GHP Investment Advisors, Inc.30
0.0% of portfolio›$368
DecisionPoint Financial, LLC30
0.0% of portfolio›$366
Davis Capital Management27
0.0% of portfolio›$331
Align Financial, LLC23
0.0% of portfolio›$282
Signature Equity Partners, LLC23
0.0% of portfolio›$282
Evolution Wealth Management Inc.23
0.0% of portfolio›$282
Mosley Wealth Management22
0.0% of portfolio›$285
Trust Co22
0.0% of portfolio›$270
Breakwater Investment Management21
0.0% of portfolio›$258
Quaker Wealth Management, LLC20
0.0% of portfolio›$245
Financial Consulate, Inc20
0.0% of portfolio›$246
Sunrise Financial Services, LLC18
0.0% of portfolio›$221
Wilmington Savings Fund Society, FSB15
0.0% of portfolio›$184
Compass Financial Management LLC11
0.0% of portfolio›$135
3 Factor Indexing, LLC10
0.0% of portfolio›$123
Bokf, NA10
0.0% of portfolio›$123
Downshift Financial, LLC10
0.0% of portfolio›$123
Valley National Advisers Inc9
0.0% of portfolio›$111
Nfsg Corp8
0.0% of portfolio›$98
Maryland Capital Advisors Inc.6
0.0% of portfolio›$74
Lloyd Advisory Services, Llc.1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
MacKenzie Financial Corp
13,059,646$160.0M0.2%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
9,657,373$118.3M0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
9,060,385$111.0M0.0%IndexLowAustin, TX2026-11-04
Pictet Asset Management Holding SA
5,490,502$67.3M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Sumitomo Mitsui Trust Group, Inc.
4,976,438$61.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
3,850,182$47.2M0.2%CoreLowHarrisburg, PA2026-11-03
Locust Wood Capital Advisers, LLC
3,545,894$43.4M1.0%GARPMediumNew York, NY2026-11-03
Milfam LLC
3,230,000$39.6M27.3%Deep ValueVery LowStuart, FL2026-10-13
UniSuper Management Pty Ltd
2,594,400$31.8M0.2%GrowthLowMelbourne, Victoria, China2026-10-26
Principal Financial Group Inc
2,533,189$31.0M0.0%CoreLowDes Moines, IA2026-11-02
New York State Teachers Retirement System
1,962,277$24.0K0.0%CoreVery LowAlbany, NY2026-10-22
Arbejdsmarkedets Tillaegspension
1,910,300$23.4M0.6%ValueHighHilleroed, Greece2026-10-30
M&G Plc
1,562,594$18.8M0.1%CoreMediumLondon, United Kingdom2026-11-04
Exchange Traded Concepts, LLC
1,492,734$18.3M0.1%GrowthMediumOklahoma City, OK2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
1,424,843$17.5K0.0%CoreMediumKobenhavn, Greece2026-10-22
Wealth Enhancement Advisory Services, LLC
1,061,818$12.8M0.0%CoreLowPlymouth, MN2026-10-13
KBC Group NV
965,327$11.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Asset Management One Co., Ltd.
923,735$11.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Y-Intercept (Hong Kong) Ltd
915,523$11.2M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Mirae Asset Global Investments Co., Ltd.
857,571$10.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Virginia Retirement Systems ET Al
834,300$10.2M0.1%CoreMediumRichmond, VA2026-10-28
Oppenheimer Asset Management Inc.
827,635$10.1M0.1%CoreMediumNew York, NY2026-10-27
Creative Planning
811,178$9.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Oak Thistle LLC
781,012$9.6M0.9%ValueVery HighNew York, NY2026-10-21
ASR Vermogensbeheer N.V.
765,997$9.4M0.1%CoreLowUtrecht, Philippines2026-10-16
Daiwa Securities Group Inc.
717,267$8.8M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
IFM Investors Pty Ltd
702,051$8.6M0.1%IndexVery LowMelbourne, China2026-10-14
State of Michigan Retirement System
665,560$8.2M0.0%IndexLowEast Lansing, MI2026-10-27
DekaBank Deutsche Girozentrale
662,431$8.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Robeco Institutional Asset Management B.V.
652,822$8.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
RWC Asset Management LLP
651,723$8.0M0.3%YieldMediumLondon, United Kingdom2026-10-22
Hennessy Advisors Inc
650,449$8.0M0.3%Deep ValueMediumNovato, CA2026-10-28
Czech National Bank
632,793$7.8M0.0%IndexVery LowPrague, Bahrain2026-10-13
ProShare Advisors LLC
611,884$7.5M0.0%GrowthLowBethesda, MD2026-10-29
Arizona State Retirement System
601,461$7.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Xponance LLC
562,419$6.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
498,325$6.1M0.0%CoreLowZurich, Switzerland2026-11-03
Eagle Global Advisors LLC
474,305$5.8M0.2%CoreLowHouston, TX2026-11-02
Retirement Systems of Alabama
461,857$5.7M0.0%IndexLowMontgomery, AL2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
458,270$5.6M0.0%IndexLowCopenhagen O, Greece2026-10-19
Strs Ohio
443,890$5.4M0.0%CoreMediumColumbus, OH2026-10-30
Neos Investment Management LLC
407,444$5.0M0.0%IndexVery LowWestport, CT2026-11-04
Rakuten Investment Management, Inc.
395,291$4.8M0.0%ETFMediumTokyo, Mexico2026-10-30
Amalgamated Bank
374,881$4.6K0.0%CoreVery LowNew York, NY2026-10-23
Candriam S.C.A.
361,812$4.4M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Mn Services Vermogensbeheer B.V.
356,700$4.4K0.0%CoreVery LowThe Hague, Philippines2026-10-08
New York Life Investment Management LLC
305,986$3.7M0.0%GrowthLowNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
298,703$3.7M0.0%IndexVery LowTokyo, Mexico2026-10-20
Oregon Public Employees Retirement Fund
270,700$3.3M0.0%IndexVery LowTigard, OR2026-10-30
Burney Co/
267,704$3.3M0.1%GARPMediumReston, VA2026-10-15
CenterBook Partners LP
256,635$3.1M0.1%ValueVery HighGreenwich, CT2026-11-02
Alps Advisors Inc
239,036$2.9M0.0%YieldLowDenver, CO2026-11-03
Yousif Capital Management, LLC
232,622$2.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Intact Investment Management Inc.
228,240$2.8M0.1%YieldHighMontreal, Austria2026-11-03
TD Waterhouse Canada Inc.
226,730$2.8M0.0%CoreLowToronto, Australia2026-10-16
Mutual of America Capital Management LLC
225,159$2.8M0.0%IndexLowNew York, NY2026-10-23
ABN Amro Investment Solutions
216,531$2.7M0.0%GrowthLowParis Cedex 008, India2026-10-21
Harrison Street Private Wealth LLC
211,026$2.6M3.5%YieldVery LowDenver, CO2026-10-26
SteelPeak Wealth, LLC
209,515$2.6M0.1%GrowthHighWoodland Hills, CA2026-10-16
State of Alaska, Department of Revenue
208,621$2.6K0.0%CoreVery LowJuneau, AK2026-10-15
Fulcrum Asset Management LLP
185,795$2.3M0.1%CoreMediumLondon, United Kingdom2026-11-04
Gulf International Bank (UK) Ltd
167,270$2.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Gibbs Wealth Management
155,042$1.9M0.2%CoreLowAlpharetta, GA2026-10-22
Ag2r LA Mondiale Gestion D'actifs
146,496$1.8M0.1%GrowthLowParis, India2026-10-26
Hartford Investment Management Co
118,324$1.4M0.0%IndexVery LowHartford, CT2026-11-04
Portside Wealth Group, LLC
117,353$1.4M0.2%CoreMediumProvo, UT2026-10-20
Daytona Street Capital LLC
117,298$1.4M1.0%Deep ValueMediumSaint Louis, MO2026-10-15
HB Wealth Management, LLC
116,927$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Louisiana State Employees Retirement System
108,300$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
International Assets Investment Management, LLC
108,185$1.3M0.1%CoreVery HighOrlando, FL2026-11-02
Brighton Jones LLC
107,864$1.3M0.0%CoreVery LowSeattle, WA2026-11-03
Vontobel Holding Ltd.
107,753$1.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Allspring Global Investments Holdings, LLC
103,459$1.3M0.0%CoreMediumCharlotte, NC2026-11-04
Miller Howard Investments Inc
92,395$1.1M0.0%YieldMediumKingston, NY2026-10-26
Fideuram Asset Management (Ireland) dac
90,019$1.5M0.0%CoreHighDublin 1, Lithuania2026-10-29
Vise Technologies, Inc.
89,181$1.1M0.0%IndexLowNew York, NY2026-10-29
Gateway Investment Advisers LLC
82,890$1.0M0.0%GrowthLowCincinnati, OH2026-10-13
Kornitzer Capital Management Inc
82,600$1.0M0.0%CoreLowShawnee Mission, KS2026-11-03
Sterling Capital Management LLC
81,861$1.0M0.0%GARPMediumCharlotte, NC2026-10-22
Mariner Investment Group LLC
80,000$980.0K0.2%ETFHighNew York, NY2026-11-04
Perpetual Ltd
77,816$953.2K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Weinberger Asset Management, Inc
77,610$950.7K0.3%ETFVery LowLos Angeles, CA2026-10-28
Tokio Marine Asset Management Co LTD
77,416$948.3K0.0%GrowthLowTokyo, Mexico2026-10-26
Harbor Capital Advisors, Inc.
70,152$8590.0%ValueHighChicago, IL2026-10-22
Chicago Partners Investment Group LLC
67,901$857.6K0.0%GARPLowChicago, IL2026-10-27
North Dakota State Investment Board
67,195$823.1K0.0%GrowthMediumBismarck, ND2026-10-27
Profund Advisors LLC
66,033$808.9K0.0%GrowthLowBethesda, MD2026-10-29
Diversify Wealth Management, LLC
62,493$809.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
62,493$809.9K0.0%GrowthLowSandy, UT2026-10-20
CenterStar Asset Management, LLC
62,469$763.1K0.2%Agg GrowthVery HighChicago, IL2026-10-09
Assenagon Asset Management S.A.
58,993$722.7K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Commonwealth Equity Services, LLC
57,947$709.9K0.0%ETFLowWaltham, MA2026-11-02
Keybank National Association
56,643$693.9K0.0%CoreLowBrooklyn, OH2026-11-04
Norden Group LLC
55,155$675.7K0.1%GrowthMediumProvo, UT2026-10-20
Crossmark Global Holdings, Inc.
52,798$646.8K0.0%GARPMediumHouston, TX2026-10-21
Farther Finance Advisors, LLC
52,609$644.5K0.0%IndexLowSan Francisco, CA2026-10-08
B. Metzler seel. Sohn & Co. AG
52,436$642.3K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
NorthCrest Asset Manangement, LLC
51,009$646.3K0.0%GrowthLowPlymouth, MN2026-10-13
V-Square Quantitative Management LLC
49,638$608.1K0.1%CoreLowChicago, IL2026-10-15
Tema Etfs LLC
49,351$604.6K0.0%GrowthMediumNew York, NY2026-10-16
Citizens Financial Group Inc
48,463$593.7K0.0%GrowthLowProvidence, RI2026-10-23
Ethic Inc.
47,488$581.7K0.0%CoreLowNew York, NY2026-11-03
Gemmer Asset Management LLC
45,321$555.2K0.0%ETFLowWalnut Creek, CA2026-10-16
Cambridge Investment Research Advisors, Inc.
45,266$5550.0%ETFLowFairfield, IA2026-11-02
Krilogy Financial LLC
41,940$551.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Steph & Co
41,771$511.7K0.1%ETFLowMarinette, WI2026-10-07
Lido Advisors, LLC
41,392$507.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Generali Asset Management SPA SGR
39,663$485.9K0.0%CoreLowTrieste, Latvia2026-10-26
Oslo Pensjonsforsikring AS
38,043$466.0K0.1%ValueLowOslo, Norway2026-10-15
Themes Management Co LLC
37,834$463.5K0.3%GARPMediumGreenwich, CT2026-10-29
Atria Investments, Inc
37,204$455.7K0.0%CoreMediumCharlotte, NC2026-10-15
Nisa Investment Advisors, LLC
37,067$455.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
AlphaCore Capital LLC
36,311$446.6K0.0%ETFLowLa Jolla, CA2026-11-04
Laurion Capital Management LP
35,821$438.8K0.0%GrowthVery HighNew York, NY2026-10-30
EverSource Wealth Advisors, LLC
34,232$419.3K0.0%CoreMediumBirmingham, AL2026-11-04
Curated Wealth Partners LLC
32,126$393.5K0.0%GARPLowEl Segundo, CA2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
31,117$381.2K0.0%ETFLowMinneapolis, MN2026-10-14
Parcion Private Wealth LLC
29,913$366.4K0.0%CoreMediumBellevue, WA2026-10-28
Ninety One UK Ltd
28,996$355.2K0.0%CoreMediumLondon, United Kingdom2026-10-15
Choreo, LLC
28,623$350.6K0.0%IndexLowRockford, IL2026-10-28
Aaron Wealth Advisors LLC
28,317$346.9K0.0%GrowthMediumChicago, IL2026-10-13
Levin Capital Strategies, L.P.
27,093$331.9K0.0%ValueMediumNew York, NY2026-11-02
Kestra Advisory Services, LLC
26,762$327.8K0.0%CoreLowAustin, TX2026-11-02
IFP Advisors, Inc
26,180$320.7K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
25,713$315.0K0.0%IndexLowSan Francisco, CA2026-11-03
Crestwood Advisors Group, LLC
25,655$314.3K0.0%GrowthLowBoston, MA2026-10-27
Cowa, LLC
25,322$310.2K0.1%ETFMediumTulsa, OK2026-10-30
WestHill Financial Advisors, Inc.
25,041$306.7K0.1%ETFVery LowSan Rafael, CA2026-10-14
Hennion & Walsh Asset Management, Inc.
24,310$297.8K0.0%ValueMediumParsippany, NJ2026-10-13
SYM Financial Corp
24,298$297.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Journey Retirement Planning & Investment Management LLC
24,207$296.5K0.2%CoreLowAmmon, ID2026-10-09
Portfolio Design Labs, LLC
23,892$292.7K0.0%GrowthMediumEncino, CA2026-11-04
Cidel Asset Management Inc
23,520$288.1K0.0%CoreMediumToronto, Australia2026-10-29
Doliver Advisors, LP
22,735$278.5K0.1%GARPLowHouston, TX2026-10-01
Moss Adams Wealth Advisors LLC
22,121$272.1K0.0%ETFLowSeattle, WA2026-10-28
Independent Financial Group, LLC
21,654$265.3K0.0%GrowthLowSan Diego, CA2026-10-13
Hunter Associates Investment Management LLC
21,500$2630.0%CoreLowPittsburgh, PA2026-10-26
Kepler Cheuvreux (Suisse) SA
20,999$257.2K0.0%CoreHighNyon, Switzerland2026-10-20
Klingman & Associates, LLC
20,481$250.9K0.0%ETFVery LowNew York, NY2026-10-20
Cigna Investments Inc
20,343$2490.0%CoreVery LowBloomfield, CT2026-10-19
GK Wealth Management LLC
19,893$243.7K0.1%GARPVery HighReno, NV2026-10-09
Frank, Rimerman Advisors LLC
19,592$240.0K0.0%GrowthLowPalo Alto, CA2026-10-16
Ascent Group, LLC
19,581$239.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Teza Capital Management LLC
18,772$230.0K0.2%ValueHighAustin, TX2026-10-23
Allegiance Financial Group Advisory Services LLC
18,652$229.4K0.0%ETFLowVienna, VA2026-11-02
Northwest Wealth Management, LLC
18,165$222.5K0.0%ETFLowSpencer, IA2026-10-30
Olympiad Research LP
17,758$217.5K0.3%Deep ValueVery HighStamford, CT2026-11-04
Essential Partners LLC
17,494$214.3K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Foronjy Financial LLC
17,422$213.4K0.1%ETFLowLos Osos, CA2026-10-14
Fifth Third Wealth Advisors LLC
17,258$211.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Simplicity Wealth,LLC
16,944$207.6K0.0%ETFLowSummit, NJ2026-10-23
ABC Arbitrage SA
16,765$205.4K0.0%YieldVery HighParis, India2026-10-23
Alta Advisers Ltd
16,407$201.0K0.0%GrowthLowLondon, United Kingdom2026-11-02
Truist Financial Corp
16,203$198.5K0.0%CoreLowCharlotte, NC2026-10-30
Plancorp, LLC
15,865$209.1K0.0%ETFLowSaint Louis, MO2026-11-03
Signaturefd, LLC
15,422$188.9K0.0%IndexLowAtlanta, GA2026-10-23
Glenview Trust Co
15,397$188.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Quadcap Wealth Management, LLC
15,390$188.5K0.0%ETFLowFrisco, TX2026-11-02
Souders Financial Advisors
15,265$187.0K0.0%ETFLowCincinnati, OH2026-11-03
MBL Wealth, LLC
15,144$185.5K0.0%ETFLowCharlotte, NC2026-10-22
Investment Research Partners LLC
14,885$182.3K0.1%CoreLowLemont, PA2026-10-19
Howard Capital Management, LLC
14,760$180.8K0.0%ETFHighAlpharetta, GA2026-10-16
waypoint wealth counsel
14,357$175.9K0.1%CoreLowAtlanta, GA2026-10-22
First Horizon Corp
13,995$171.4K0.0%CoreLowMemphis, TN2026-10-26
Supplemental Annuity Collective Trust of NJ
13,935$170.7K0.0%GrowthMediumTrenton, NJ2026-11-02
Avail Investment Partners, LLC
13,867$169.9K0.1%CoreMediumLemont, PA2026-10-16
BetterWealth, LLC
13,731$168.2K0.0%ETFVery LowSan Jose, CA2026-10-15
MGO One Seven LLC
13,432$164.5K0.0%GrowthLowBeachwood, OH2026-10-28
Apollon Wealth Management, LLC
13,402$164.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Urban Wealth Management, LLC
13,387$164.0K0.1%GrowthMediumLakewood, CA2026-10-21
Riversedge Advisors, LLC
13,041$159.8K0.0%ETFMediumWilmington, DE2026-10-09
Park Avenue Securities LLC
12,939$1580.0%ETFMediumNew York, NY2026-10-26
St. Louis Financial Planners Asset Management, LLC
12,905$169.7K0.1%GrowthVery HighChesterfield, MO2026-10-16
1900 Wealth Management LLC
12,818$157.0K0.0%ETFLowSan Antonio, TX2026-10-13
Spirit of America Management Corp
12,500$153.1K0.0%GARPLowSyosset, NY2026-10-14
B. Riley Wealth Advisors, Inc.
12,476$152.8K0.0%GrowthLowMemphis, TN2026-10-13
Gamma Investing LLC
11,899$145.8K0.0%IndexVery LowFoster City, CA2026-10-08
Procyon Advisors, LLC
11,851$145.2K0.0%CoreVery LowShelton, CT2026-10-21
Kaufman Rossin Wealth, LLC
11,541$141.4K0.1%ETFLowMiami, FL2026-10-19
Symphony Financial, Ltd. Co.
11,270$138.1K0.0%GrowthLowHouston, TX2026-10-22
Aspiriant, LLC
11,166$136.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Northside Capital Management, LLC
11,105$136.0K0.0%GARPLowHood River, OR2026-10-13
Cassaday & Co Wealth Management LLC
11,050$135.4K0.0%ETFVery LowMclean, VA2026-10-27
Angeles Wealth Management, LLC
11,033$135.7K0.0%ETFLowSanta Monica, CA2026-10-26
Advisor OS, LLC
10,732$131.5K0.0%ETFMediumChicago, IL2026-11-03
Archvest Wealth Advisors, Inc.
10,381$127.2K0.1%ETFLowConcord, CA2026-10-29
Americana Partners, LLC
10,320$126.4K0.0%CoreMediumHouston, TX2026-10-28
Everhart Financial Group, Inc.
10,274$125.9K0.0%ETFLowDublin, OH2026-10-08
Prospera Financial Services Inc
10,143$133.7K0.0%CoreMediumDallas, TX2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
9,900$121.3K0.0%GrowthMediumStockholm, Sweden2026-10-21
Leonteq Securities AG
8,528$104.5K0.0%CoreHighZurich, Switzerland2026-10-29
Versant Capital Management, Inc
8,345$102.2K0.0%GARPLowPhoenix, AZ2026-10-02
CX Institutional
7,397$910.0%CoreMediumAuburn, IN2026-10-02
Root Financial Partners, LLC
7,342$89.9K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
7,153$87.6K0.0%ETFMediumAkron, OH2026-10-13
Deseret Mutual Benefit Administrators
7,151$87.6K0.0%CoreMediumSalt Lake City, UT2026-11-04
Mather Group, Llc.
7,089$86.8K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
7,049$86.4K0.0%ETFVery LowSylvania, OH2026-10-26
Financial Network Wealth Advisors LLC
5,369$65.8K0.1%ETFLowMurray, UT2026-10-28
Assetmark, Inc
5,343$65.5K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
5,221$640.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
4,976$61.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Pacific Center for Financial Services
4,787$58.6K0.0%ETFMediumDanville, CA2026-10-15
Parkside Financial Bank & Trust
3,883$47.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
3,846$47.1K0.0%CoreLowSpringfield, MA2026-10-05
Bayforest Capital Ltd
3,715$45.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Harel Insurance Investments & Financial Services Ltd.
2,781$340.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Elyxium Wealth, LLC
2,750$33.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Byrne Asset Management LLC
2,700$32.9K0.0%CoreLowKingston, NJ2026-10-06
Caitong International Asset Management Co., Ltd
2,412$29.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cromwell Holdings LLC
2,247$27.6K0.0%IndexLowJackson, WY2026-10-28
Pillar Financial Advisors, LLC
2,010$24.6K0.0%ETFVery LowLouisville, KY2026-10-21
Fortitude Family Office, LLC
1,944$23.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Costello Asset Management, Inc
1,900$23.3K0.0%CoreLowFeasterville, PA2026-10-30
Private Trust Co NA
1,711$21.0K0.0%CoreLowCleveland, OH2026-10-20
DeDora Capital, Inc.
1,577$19.3K0.0%ETFVery LowNapa, CA2026-10-26
Entrust Financial LLC
1,435$17.6K0.0%ETFLowWayne, PA2026-11-04
Farmers & Merchants Investments Inc
1,420$17.4K0.0%CoreVery LowLincoln, NE2026-10-22
Vima LLC
1,203$14.7K0.0%CoreLowTroy, MI2026-10-23
Private Wealth Management Group, LLC
1,158$14.2K0.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Wealth Management, LLC
1,107$13.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Spire Wealth Management
1,070$13.1K0.0%GrowthMediumMclean, VA2026-10-30
Cape Investment Advisory, Inc.
1,049$12.8K0.0%ETFLowMcdonough, GA2026-10-13
Heritage Family Offices, LLP
1,007$12.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Elevation Wealth Partners, LLC
980$12.0K0.0%ETFLowWalnut Creek, CA2026-10-07
UMB Private Wealth Management, LLC
903$11.1K0.0%GrowthN/AKansas City, MO2026-10-19
Golden State Wealth Management, LLC
883$10.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Independent Advisors
831$10.2K0.0%ETFLowDallas, TX2026-11-03
Owl Creek Wealth Partners LLC
815$10.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Physician Wealth Advisors, Inc.
799$9.8K0.0%ETFMediumMidvale, UT2026-10-20
TD Private Client Wealth LLC
798$9.8K0.0%ETFLowNew York, NY2026-10-28
Reyes Financial Architecture, Inc.
766$9.4K0.0%ETFVery HighSan Diego, CA2026-10-22
Lanark Financial, Inc.
733$9.0K0.0%CoreMediumBirmingham, AL2026-10-26
Putney Financial Group LLC
720$8.8K0.0%GrowthLowSan Rafael, CA2026-10-30
Cullen T Bankers, Inc.
646$7.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Westside Investment Management, Inc.
633$7.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Gen-Wealth Partners Inc
598$7.3K0.0%CoreLowZeeland, MI2026-11-04
Plante Moran Financial Advisors, LLC
585$7.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Manchester Capital Management LLC
562$6.9K0.0%CoreLowManchester, VT2026-10-22
Eastern Bank
540$6.6K0.0%GrowthMediumBoston, MA2026-10-05
Bell Investment Advisors, Inc
515$6.3K0.0%ETFVery LowOrinda, CA2026-10-29
Ares Financial Consulting, LLC
505$6.2K0.0%CoreLowCalabasas, CA2026-10-19
Grove Bank & Trust
500$6.1K0.0%ETFLowMiami, FL2026-10-08
Hilltop National Bank
500$6.1K0.0%CoreLowCasper, WY2026-10-14
Cedar Mountain Advisors, LLC
457$5.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Jnba Financial Advisors
440$5.4K0.0%ETFMediumBloomington, MN2026-11-03
JFS Wealth Advisors, LLC
427$5.2K0.0%ETFVery LowHermitage, PA2026-11-03
Salomon & Ludwin, LLC
422$5.2K0.0%ETFVery LowRichmond, VA2026-10-29
SBI Securities Co., Ltd.
414$5.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Joseph Group Capital Management
410$5.0K0.0%ETFLowColumbus, OH2026-11-04
IMG Wealth Management, Inc.
399$4.9K0.0%ETFMediumJacksonville, FL2026-10-27
Capital Investment Advisory Services, LLC
395$4.8K0.0%CoreMediumRaleigh, NC2026-10-30
Wealth Enhancement Trust Services, Inc.
381$4.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Pinnacle Wealth Planning Services, Inc.
380$4.7K0.0%GARPLowMansfield, OH2026-10-27
CoreCap Advisors, LLC
349$4.3K0.0%ETFMediumSouthfield, MI2026-10-08
Key FInancial Inc
334$4.1K0.0%ETFLowWest Chester, PA2026-11-02
Avion Wealth
333$40.0%ETFLowThe Woodlands, TX2026-11-04
Highline Wealth Partners LLC
331$4.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Triumph Capital Management
325$4.0K0.0%ETFMediumDenver, CO2026-10-14
Blue Trust, Inc.
318$3.9K0.0%ETFLowBrentwood, TN2026-10-15
Tompkins Financial Corp
300$3.7K0.0%CoreLowIthaca, NY2026-10-05
Bay Harbor Wealth Management, LLC
261$3.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Hughes Financial Services, LLC
252$3.3K0.0%ETFLowHerndon, VA2026-10-30
Smallwood Wealth Investment Management, LLC
229$2.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Capital Advisors, Ltd. LLC
227$30.0%ETFLowShaker Heights, OH2026-10-27
James T. Borello RIA
206$2.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Pension & Wealth Management Advisors, Inc.
200$2.5K0.0%ETFLowWaltham, MA2026-10-16
Armstrong Advisory Group, Inc
200$2.5K0.0%ETFHighNeedham, MA2026-10-09
Center for Financial Planning, Inc.
185$2.3K0.0%ETFLowSouthfied, MI2026-10-26
High Note Wealth, LLC
184$2.3K0.0%ETFVery LowDeephaven, MN2026-10-27
J.Safra Asset Management Corp
180$2.2K0.0%ETFLowNew York, NY2026-11-03
Arlington Trust Co LLC
173$2.1K0.0%ETFMediumBirmingham, AL2026-10-20
MV Capital Management, Inc.
171$2.1K0.0%ETFLowBethesda, MD2026-10-29
Birch Financial Group, LLC
161$2.0K0.0%CoreLowKeene, NH2026-10-27
Creative Capital Management Investments LLC
151$1.9K0.0%ETFLowSan Diego, CA2026-10-28
Bare Financial Services, Inc
146$1.8K0.0%ETFVery LowGap, PA2026-11-04
William Mack & Associates, Inc.
143$1.8K0.0%ETFLowTroy, MI2026-10-27
Wilkerson Advisory Group LLC
127$1.6K0.0%ETFMediumColumbia, MO2026-10-20
Harbor Investment Advisory, LLC
125$1.5K0.0%GrowthLowLutherville, MD2026-10-13
Clark Wealth Partners
109$1.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
Toth Financial Advisory Corp
107$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Elevated Capital Advisors, LLC
107$1.3K0.0%ETFMediumSandy, UT2026-11-04
WestEnd Advisors, LLC
102$1.3K0.0%ETFMediumCharlotte, NC2026-10-27
1620 Investment Advisors, Inc.
101$1.2K0.0%ValueLowPlymouth, MA2026-11-04
Sfam, LLC
100$1.2K0.0%ETFVery LowElmhurst, IL2026-11-03
North Star Investment Management Corp.
100$1.2K0.0%CoreLowChicago, IL2026-10-27
WPG Advisers, LLC
93$1.1K0.0%CoreLowBaltimore, MD2026-10-27
DiNuzzo Private Wealth, Inc.
93$1.1K0.0%ETFLowBeaver, PA2026-10-16
CGC Financial Services, LLC
88$1.1K0.0%ETFLowLake Oswego, OR2026-10-13
Retirement Wealth Solutions LLC
84$1.0K0.0%ETFLowMarshfield, WI2026-10-07
Princeton Global Asset Management LLC
80$9800.0%GrowthLowPrinceton, NJ2026-10-21
Nvwm, LLC
74$9070.0%GrowthMediumYardley, PA2026-10-14
Proathlete Wealth Management LLC
69$8450.0%ETFVery LowBoca Raton, FL2026-10-15
Redwood Park Advisors LLC
69$8440.0%ETFVery LowRedwood City, CA2026-11-02
Torren Management, LLC
64$7900.0%ETFMediumSan Diego, CA2026-10-29
Asset Dedication, LLC
63$7720.0%ETFLowSan Francisco, CA2026-11-03
Wolff Wiese Magana LLC
40$4900.0%GrowthLowCarslbad, CA2026-10-15
Nemes Rush Group LLC
37$4530.0%CoreVery LowNovi, MI2026-11-04
TFC Financial Management, Inc.
37$4540.0%ETFVery LowBoston, MA2026-10-26
Planning Strategies Inc.
32$3920.0%ETFN/ALancaster, PA2026-10-02
American Capital Advisory, LLC
30$3680.0%ETFLowKetchum, ID2026-10-28
GHP Investment Advisors, Inc.
30$3680.0%CoreVery LowDenver, CO2026-10-15
DecisionPoint Financial, LLC
30$3660.0%ETFVery LowMesa, AZ2026-10-27
Davis Capital Management
27$3310.0%CoreLowJacksonville, FL2026-10-08
Align Financial, LLC
23$2820.0%ETFVery LowHermantown, MN2026-10-16
Signature Equity Partners, LLC
23$2820.0%GrowthMediumColumbus, OH2026-10-29
Evolution Wealth Management Inc.
23$2820.0%ETFMediumFort Myers, FL2026-10-28
Mosley Wealth Management
22$2850.0%ETFHighAnaheim, CA2026-10-16
Trust Co
22$2700.0%ETFVery LowManhattan, KS2026-10-09
Breakwater Investment Management
21$2580.0%ETFLowSeattle, WA2026-10-20
Quaker Wealth Management, LLC
20$2450.0%ETFMediumMoorestown, NJ2026-10-22
Financial Consulate, Inc
20$2460.0%ETFLowHunt Valley, MD2026-10-23
Sunrise Financial Services, LLC
18$2210.0%ETFMediumBurien, WA2026-10-21
Wilmington Savings Fund Society, FSB
15$1840.0%CoreLowWilmington, DE2026-10-23
Compass Financial Management LLC
11$1350.0%CoreN/ATampa, FL2026-10-30
3 Factor Indexing, LLC
10$1230.0%ETFLowSacramento, CA2026-10-15
Bokf, NA
10$1230.0%CoreLowTulsa, OK2026-10-27
Downshift Financial, LLC
10$1230.0%ETFLowBoulder, CO2026-10-13
Valley National Advisers Inc
9$1110.0%ETFLowBethlehem, PA2026-10-23
Nfsg Corp
8$980.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
6$740.0%ETFVery LowChester, MD2026-10-15
Lloyd Advisory Services, Llc.
1$110.0%ETFVery HighSuwanee, GA2026-11-02