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Pegasystems Inc (PEGA)

CUSIP: 705573103 | NYSE | Technology · Software - Application | Mid Cap | 1254 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/AAlan Trefler79,095,96347.8%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AAlan Trefler79,095,963
47.8% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,497,233
0.0% of portfolio›$83.1M
Copeland Capital Management, LLC1,777,785
1.4% of portfolio›$59.2M
OP Asset Management Ltd281,755
0.1% of portfolio›$9.4M
Citigroup Inc210,657
0.0% of portfolio›$7.0M
Principal Financial Group Inc199,863
0.0% of portfolio›$6.7M
Vest Financial, LLC186,635
0.1% of portfolio›$6.2M
MacKenzie Financial Corp151,429
0.0% of portfolio›$5.0M
JB Capital LLC135,603
0.2% of portfolio›$4.5M
Creative Planning124,712
0.0% of portfolio›$4.2M
Allspring Global Investments Holdings, LLC117,584
0.0% of portfolio›$4.0M
Virginia Retirement Systems ET Al97,350
0.0% of portfolio›$3.2M
Kornitzer Capital Management Inc95,185
0.1% of portfolio›$3.2M
Retirement Systems of Alabama89,875
0.0% of portfolio›$3.0M
Assenagon Asset Management S.A.85,955
0.0% of portfolio›$2.9M
Y-Intercept (Hong Kong) Ltd77,281
0.1% of portfolio›$2.6M
Bokf, NA67,332
0.0% of portfolio›$2.2M
Lifestyle Asset Management, Inc.59,644
0.5% of portfolio›$2.0M
Fulcrum Asset Management LLP55,548
0.1% of portfolio›$1.8M
L. Roy Papp & Associates, LLP40,095
0.1% of portfolio›$1.3M
Amalgamated Bank40,092
0.0% of portfolio›$1.3K
New York State Teachers Retirement System37,381
0.0% of portfolio›$1.2K
Curbstone Financial Management Corp35,904
0.2% of portfolio›$1.2M
State of New Jersey Common Pension Fund D34,897
0.0% of portfolio›$1.2M
Mutual of America Capital Management LLC31,768
0.0% of portfolio›$1.1M
DekaBank Deutsche Girozentrale26,505
0.0% of portfolio›$890
Louisiana State Employees Retirement System25,900
0.0% of portfolio›$862.0K
Harbor Capital Advisors, Inc.24,881
0.0% of portfolio›$828
Kestra Investment Management, LLC24,738
0.0% of portfolio›$823.3K
Kestra Advisory Services, LLC24,028
0.0% of portfolio›$799.7K
Arizona State Retirement System23,543
0.0% of portfolio›$783.5K
Assetmark, Inc23,088
0.0% of portfolio›$768.4K
Yousif Capital Management, LLC22,673
0.0% of portfolio›$754.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS20,799
0.0% of portfolio›$692.2K
State of Michigan Retirement System20,400
0.0% of portfolio›$678.9K
Wealth Enhancement Advisory Services, LLC19,778
0.0% of portfolio›$701.9K
Greenwood Capital Associates LLC18,340
0.1% of portfolio›$610.4K
Oregon Public Employees Retirement Fund18,000
0.0% of portfolio›$599.0K
Procyon Advisors, LLC17,026
0.0% of portfolio›$566.6K
Vise Technologies, Inc.16,921
0.0% of portfolio›$563.1K
Alps Advisors Inc14,990
0.0% of portfolio›$498.9K
First Citizens Bank & Trust Co14,648
0.0% of portfolio›$487.5K
Xponance LLC14,424
0.0% of portfolio›$480.0K
Vontobel Holding Ltd.13,623
0.0% of portfolio›$453.4K
HB Wealth Management, LLC13,390
0.0% of portfolio›$248.2K
Pictet Asset Management Holding SA13,317
0.0% of portfolio›$443.2K
Mirae Asset Global Investments Co., Ltd.13,117
0.0% of portfolio›$436.5K
Elevation Point Wealth Partners, LLC10,414
0.0% of portfolio›$346.6K
Swiss Life Asset Management Ltd10,276
0.0% of portfolio›$342.0K
Smith Group Asset Management, LLC10,045
0.0% of portfolio›$334.3K
Atria Investments, Inc9,894
0.0% of portfolio›$329.3K
Childress Capital Advisors, LLC9,665
0.0% of portfolio›$321.7K
Formidable Asset Management, LLC9,232
0.0% of portfolio›$307.2K
Commonwealth Equity Services, LLC9,082
0.0% of portfolio›$302.2K
Wedbush Securities Inc8,879
0.0% of portfolio›$295
Oak Thistle LLC8,747
0.0% of portfolio›$291.1K
State of Alaska, Department of Revenue8,258
0.0% of portfolio›$274
Princeton Capital Management LLC8,000
0.1% of portfolio›$266.2K
Harel Insurance Investments & Financial Services Ltd.7,700
0.0% of portfolio›$256
Retirement Guys Formula LLC7,418
0.1% of portfolio›$246.9K
Ethic Inc.7,047
0.0% of portfolio›$234.5K
OpenArc Corporate Advisory, LLC6,059
0.0% of portfolio›$201.6K
Farther Finance Advisors, LLC6,014
0.0% of portfolio›$200.1K
AlphaCore Capital LLC6,013
0.0% of portfolio›$200.1K
Wedmont Private Capital5,860
0.0% of portfolio›$208.0K
State of Wyoming5,706
0.0% of portfolio›$189.9K
TD Waterhouse Canada Inc.4,637
0.0% of portfolio›$159.7K
Parallel Advisors, LLC4,013
0.0% of portfolio›$133.5K
Pinnacle Wealth Planning Services, Inc.3,927
0.0% of portfolio›$130.7K
Signaturefd, LLC3,870
0.0% of portfolio›$128.8K
KBC Group NV2,990
0.0% of portfolio›$100
Caitong International Asset Management Co., Ltd2,889
0.0% of portfolio›$96.1K
Lanark Financial, Inc.2,710
0.0% of portfolio›$90.2K
Parkside Financial Bank & Trust2,483
0.0% of portfolio›$82.6K
IFP Advisors, Inc2,436
0.0% of portfolio›$81.1K
Sterling Capital Management LLC1,847
0.0% of portfolio›$61.5K
Gamma Investing LLC1,597
0.0% of portfolio›$53.1K
Nisa Investment Advisors, LLC1,547
0.0% of portfolio›$51.5K
Asset Management One Co., Ltd.1,264
0.0% of portfolio›$42.1K
Strs Ohio1,199
0.0% of portfolio›$39.9K
Versant Capital Management, Inc899
0.0% of portfolio›$29.9K
Alpine Bank Wealth Management816
0.0% of portfolio›$27.2K
Strategic Advocates LLC770
0.1% of portfolio›$25.6K
Rakuten Securities, Inc.669
0.0% of portfolio›$22.3K
Ascentis Wealth Management, LLC607
0.0% of portfolio›$20.2K
SBI Securities Co., Ltd.570
0.0% of portfolio›$19.0K
Blue Trust, Inc.553
0.0% of portfolio›$18.4K
Mather Group, Llc.508
0.0% of portfolio›$16.9K
Murphy & Mullick Capital Management Corp500
0.0% of portfolio›$16.6K
Covestor Ltd474
0.0% of portfolio›$16
First Horizon Corp450
0.0% of portfolio›$15.0K
Mitsubishi UFJ Asset Management Co., Ltd.442
0.0% of portfolio›$14.7K
KFG LLC362
0.0% of portfolio›$12.0K
Spire Wealth Management300
0.0% of portfolio›$10.0K
EverSource Wealth Advisors, LLC297
0.0% of portfolio›$9.9K
Highline Wealth Partners LLC284
0.0% of portfolio›$9.5K
Leonteq Securities AG262
0.0% of portfolio›$8.7K
Hazlett, Burt & Watson, Inc.250
0.0% of portfolio›$8
Capital Advisors, Ltd. LLC243
0.0% of portfolio›$8
Bare Financial Services, Inc225
0.0% of portfolio›$7.5K
SJS Investment Consulting Inc.209
0.0% of portfolio›$7.0K
MTM Investment Management, LLC206
0.0% of portfolio›$6.9K
PFS Partners, LLC193
0.0% of portfolio›$6.4K
Bell Investment Advisors, Inc154
0.0% of portfolio›$5.1K
TD Private Client Wealth LLC148
0.0% of portfolio›$4.9K
MassMutual Private Wealth & Trust, FSB147
0.0% of portfolio›$4.9K
Proathlete Wealth Management LLC146
0.0% of portfolio›$4.9K
Marquette Asset Management, LLC140
0.0% of portfolio›$4.7K
WPG Advisers, LLC135
0.0% of portfolio›$4.5K
Grove Bank & Trust131
0.0% of portfolio›$4.4K
Root Financial Partners, LLC119
0.0% of portfolio›$4.0K
CX Institutional99
0.0% of portfolio›$3
Essential Partners LLC91
0.0% of portfolio›$3.0K
Signature Equity Partners, LLC86
0.0% of portfolio›$2.9K
Farmers & Merchants Investments Inc78
0.0% of portfolio›$2.6K
Provenance Wealth Advisors, LLC78
0.0% of portfolio›$2.6K
Private Wealth Management Group, LLC72
0.0% of portfolio›$2.4K
Cape Investment Advisory, Inc.60
0.0% of portfolio›$2.0K
Owl Creek Wealth Partners LLC60
0.0% of portfolio›$2.0K
Physician Wealth Advisors, Inc.55
0.0% of portfolio›$1.8K
Avion Wealth48
0.0% of portfolio›$1
Smallwood Wealth Investment Management, LLC44
0.0% of portfolio›$1.5K
CoreCap Advisors, LLC26
0.0% of portfolio›$865
Fortitude Family Office, LLC24
0.0% of portfolio›$799
Manchester Capital Management LLC18
0.0% of portfolio›$600
USA Financial Formulas18
0.0% of portfolio›$599
Private Trust Co NA17
0.0% of portfolio›$566
Balance Wealth Partners LLC15
0.0% of portfolio›$499
Valley National Advisers Inc12
0.0% of portfolio›$400
Creative Capital Management Investments LLC12
0.0% of portfolio›$399
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$400
Pension & Wealth Management Advisors, Inc.12
0.0% of portfolio›$399
JFS Wealth Advisors, LLC10
0.0% of portfolio›$333
Asset Dedication, LLC10
0.0% of portfolio›$333
Cromwell Holdings LLC10
0.0% of portfolio›$333
Hughes Financial Services, LLC9
0.0% of portfolio›$307
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$200
Elyxium Wealth, LLC5
0.0% of portfolio›$166
DecisionPoint Financial, LLC2
0.0% of portfolio›$69
Maryland Capital Advisors Inc.1
0.0% of portfolio›$34
MV Capital Management, Inc.1
0.0% of portfolio›$34
Raleigh Capital Management Inc.0
0.0% of portfolio›$3
Inspire Investing, LLC0
0.0% of portfolio›$7
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,497,233$83.1M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
1,777,785$59.2M1.4%ValueMediumConshohocken, PA2026-10-13
OP Asset Management Ltd
281,755$9.4M0.1%GrowthMediumHelsinki, Hungary2026-11-05
Citigroup Inc
210,657$7.0M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
199,863$6.7M0.0%CoreLowDes Moines, IA2026-11-02
Vest Financial, LLC
186,635$6.2M0.1%ValueMediumMclean, VA2026-10-21
MacKenzie Financial Corp
151,429$5.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
JB Capital LLC
135,603$4.5M0.2%ETFMediumWethersfield, CT2026-10-19
Creative Planning
124,712$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
117,584$4.0M0.0%CoreMediumCharlotte, NC2026-11-04
Virginia Retirement Systems ET Al
97,350$3.2M0.0%CoreMediumRichmond, VA2026-10-28
Kornitzer Capital Management Inc
95,185$3.2M0.1%CoreLowShawnee Mission, KS2026-11-03
Retirement Systems of Alabama
89,875$3.0M0.0%IndexLowMontgomery, AL2026-11-04
Assenagon Asset Management S.A.
85,955$2.9M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Y-Intercept (Hong Kong) Ltd
77,281$2.6M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Bokf, NA
67,332$2.2M0.0%CoreLowTulsa, OK2026-10-27
Lifestyle Asset Management, Inc.
59,644$2.0M0.5%ETFHighFriendswood, TX2026-10-20
Fulcrum Asset Management LLP
55,548$1.8M0.1%CoreMediumLondon, United Kingdom2026-11-04
L. Roy Papp & Associates, LLP
40,095$1.3M0.1%CoreVery LowPhoenix, AZ2026-10-21
Amalgamated Bank
40,092$1.3K0.0%CoreVery LowNew York, NY2026-10-23
New York State Teachers Retirement System
37,381$1.2K0.0%CoreVery LowAlbany, NY2026-10-22
Curbstone Financial Management Corp
35,904$1.2M0.2%CoreLowManchester, NH2026-10-21
State of New Jersey Common Pension Fund D
34,897$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Mutual of America Capital Management LLC
31,768$1.1M0.0%IndexLowNew York, NY2026-10-23
DekaBank Deutsche Girozentrale
26,505$8900.0%CoreLowFrankfurt, Hong Kong2026-10-27
Louisiana State Employees Retirement System
25,900$862.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Harbor Capital Advisors, Inc.
24,881$8280.0%ValueHighChicago, IL2026-10-22
Kestra Investment Management, LLC
24,738$823.3K0.0%ETFMediumAustin, TX2026-11-04
Kestra Advisory Services, LLC
24,028$799.7K0.0%CoreLowAustin, TX2026-11-02
Arizona State Retirement System
23,543$783.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Assetmark, Inc
23,088$768.4K0.0%ETFLowConcord, CA2026-10-21
Yousif Capital Management, LLC
22,673$754.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
20,799$692.2K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
20,400$678.9K0.0%IndexLowEast Lansing, MI2026-10-27
Wealth Enhancement Advisory Services, LLC
19,778$701.9K0.0%CoreLowPlymouth, MN2026-10-13
Greenwood Capital Associates LLC
18,340$610.4K0.1%CoreMediumGreenwood, SC2026-10-27
Oregon Public Employees Retirement Fund
18,000$599.0K0.0%IndexVery LowTigard, OR2026-10-30
Procyon Advisors, LLC
17,026$566.6K0.0%CoreVery LowShelton, CT2026-10-21
Vise Technologies, Inc.
16,921$563.1K0.0%IndexLowNew York, NY2026-10-29
Alps Advisors Inc
14,990$498.9K0.0%YieldLowDenver, CO2026-11-03
First Citizens Bank & Trust Co
14,648$487.5K0.0%CoreMediumRaleigh, NC2026-10-14
Xponance LLC
14,424$480.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Vontobel Holding Ltd.
13,623$453.4K0.0%CoreMediumZurich, Switzerland2026-10-16
HB Wealth Management, LLC
13,390$248.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
13,317$443.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mirae Asset Global Investments Co., Ltd.
13,117$436.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
Elevation Point Wealth Partners, LLC
10,414$346.6K0.0%CoreHighDenver, CO2026-11-05
Swiss Life Asset Management Ltd
10,276$342.0K0.0%CoreLowZurich, Switzerland2026-11-03
Smith Group Asset Management, LLC
10,045$334.3K0.0%GrowthLowDallas, TX2026-10-27
Atria Investments, Inc
9,894$329.3K0.0%CoreMediumCharlotte, NC2026-10-15
Childress Capital Advisors, LLC
9,665$321.7K0.0%GARPMediumHouston, TX2026-10-28
Formidable Asset Management, LLC
9,232$307.2K0.0%CoreLowCincinnati, OH2026-11-03
Commonwealth Equity Services, LLC
9,082$302.2K0.0%ETFLowWaltham, MA2026-11-02
Wedbush Securities Inc
8,879$2950.0%CoreLowPasadena, CA2026-10-22
Oak Thistle LLC
8,747$291.1K0.0%ValueVery HighNew York, NY2026-10-21
State of Alaska, Department of Revenue
8,258$2740.0%CoreVery LowJuneau, AK2026-10-15
Princeton Capital Management LLC
8,000$266.2K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Harel Insurance Investments & Financial Services Ltd.
7,700$2560.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Retirement Guys Formula LLC
7,418$246.9K0.1%CoreMediumMaumee, OH2026-10-26
Ethic Inc.
7,047$234.5K0.0%CoreLowNew York, NY2026-11-03
OpenArc Corporate Advisory, LLC
6,059$201.6K0.0%GrowthLowAtlanta, GA2026-10-21
Farther Finance Advisors, LLC
6,014$200.1K0.0%IndexLowSan Francisco, CA2026-10-08
AlphaCore Capital LLC
6,013$200.1K0.0%ETFLowLa Jolla, CA2026-11-04
Wedmont Private Capital
5,860$208.0K0.0%IndexVery LowWest Chester, PA2026-10-09
State of Wyoming
5,706$189.9K0.0%ValueHighCheyenne, WY2026-10-28
TD Waterhouse Canada Inc.
4,637$159.7K0.0%CoreLowToronto, Australia2026-10-16
Parallel Advisors, LLC
4,013$133.5K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
3,927$130.7K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
3,870$128.8K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
2,990$1000.0%CoreMediumBrussels, Czech Republic2026-10-22
Caitong International Asset Management Co., Ltd
2,889$96.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Lanark Financial, Inc.
2,710$90.2K0.0%CoreMediumBirmingham, AL2026-10-26
Parkside Financial Bank & Trust
2,483$82.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
2,436$81.1K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
1,847$61.5K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,597$53.1K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
1,547$51.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Asset Management One Co., Ltd.
1,264$42.1K0.0%IndexVery LowTokyo, Mexico2026-10-27
Strs Ohio
1,199$39.9K0.0%CoreMediumColumbus, OH2026-10-30
Versant Capital Management, Inc
899$29.9K0.0%GARPLowPhoenix, AZ2026-10-02
Alpine Bank Wealth Management
816$27.2K0.0%ETFHighGrand Junction, CO2026-10-16
Strategic Advocates LLC
770$25.6K0.1%GrowthLowSacramento, CA2026-11-03
Rakuten Securities, Inc.
669$22.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Ascentis Wealth Management, LLC
607$20.2K0.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
570$19.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Blue Trust, Inc.
553$18.4K0.0%ETFLowBrentwood, TN2026-10-15
Mather Group, Llc.
508$16.9K0.0%ETFMediumChicago, IL2026-10-14
Murphy & Mullick Capital Management Corp
500$16.6K0.0%GrowthLowSmithtown, NY2026-11-02
Covestor Ltd
474$160.0%ValueHighLondon, United Kingdom2026-10-30
First Horizon Corp
450$15.0K0.0%CoreLowMemphis, TN2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
442$14.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
KFG LLC
362$12.0K0.0%ETFN/ARapid City, SD2026-11-02
Spire Wealth Management
300$10.0K0.0%GrowthMediumMclean, VA2026-10-30
EverSource Wealth Advisors, LLC
297$9.9K0.0%CoreMediumBirmingham, AL2026-11-04
Highline Wealth Partners LLC
284$9.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Leonteq Securities AG
262$8.7K0.0%CoreHighZurich, Switzerland2026-10-29
Hazlett, Burt & Watson, Inc.
250$80.0%CoreVery LowWheeling, WV2026-11-04
Capital Advisors, Ltd. LLC
243$80.0%ETFLowShaker Heights, OH2026-10-27
Bare Financial Services, Inc
225$7.5K0.0%ETFVery LowGap, PA2026-11-04
SJS Investment Consulting Inc.
209$7.0K0.0%ETFVery LowSylvania, OH2026-10-26
MTM Investment Management, LLC
206$6.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
PFS Partners, LLC
193$6.4K0.0%ETFVery LowMine Hill, NJ2026-10-21
Bell Investment Advisors, Inc
154$5.1K0.0%ETFVery LowOrinda, CA2026-10-29
TD Private Client Wealth LLC
148$4.9K0.0%ETFLowNew York, NY2026-10-28
MassMutual Private Wealth & Trust, FSB
147$4.9K0.0%CoreLowSpringfield, MA2026-10-05
Proathlete Wealth Management LLC
146$4.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Marquette Asset Management, LLC
140$4.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
WPG Advisers, LLC
135$4.5K0.0%CoreLowBaltimore, MD2026-10-27
Grove Bank & Trust
131$4.4K0.0%ETFLowMiami, FL2026-10-08
Root Financial Partners, LLC
119$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
99$30.0%CoreMediumAuburn, IN2026-10-02
Essential Partners LLC
91$3.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signature Equity Partners, LLC
86$2.9K0.0%GrowthMediumColumbus, OH2026-10-29
Farmers & Merchants Investments Inc
78$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
78$2.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Wealth Management Group, LLC
72$2.4K0.0%ETFLowPrinceton, NJ2026-10-19
Cape Investment Advisory, Inc.
60$2.0K0.0%ETFLowMcdonough, GA2026-10-13
Owl Creek Wealth Partners LLC
60$2.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Physician Wealth Advisors, Inc.
55$1.8K0.0%ETFMediumMidvale, UT2026-10-20
Avion Wealth
48$10.0%ETFLowThe Woodlands, TX2026-11-04
Smallwood Wealth Investment Management, LLC
44$1.5K0.0%ETFVery LowRed Bank, NJ2026-10-30
CoreCap Advisors, LLC
26$8650.0%ETFMediumSouthfield, MI2026-10-08
Fortitude Family Office, LLC
24$7990.0%ETFMediumScottsdale, AZ2026-10-14
Manchester Capital Management LLC
18$6000.0%CoreLowManchester, VT2026-10-22
USA Financial Formulas
18$5990.0%ETFVery HighAda, MI2026-10-16
Private Trust Co NA
17$5660.0%CoreLowCleveland, OH2026-10-20
Balance Wealth Partners LLC
15$4990.0%ETFMediumWorthington, OH2026-10-27
Valley National Advisers Inc
12$4000.0%ETFLowBethlehem, PA2026-10-23
Creative Capital Management Investments LLC
12$3990.0%ETFLowSan Diego, CA2026-10-28
DiNuzzo Private Wealth, Inc.
12$4000.0%ETFLowBeaver, PA2026-10-16
Pension & Wealth Management Advisors, Inc.
12$3990.0%ETFLowWaltham, MA2026-10-16
JFS Wealth Advisors, LLC
10$3330.0%ETFVery LowHermitage, PA2026-11-03
Asset Dedication, LLC
10$3330.0%ETFLowSan Francisco, CA2026-11-03
Cromwell Holdings LLC
10$3330.0%IndexLowJackson, WY2026-10-28
Hughes Financial Services, LLC
9$3070.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
6$2000.0%ETFMediumHunt Valley, MD2026-11-03
Elyxium Wealth, LLC
5$1660.0%GrowthVery LowBeverly Hills, CA2026-10-27
DecisionPoint Financial, LLC
2$690.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$340.0%ETFVery LowChester, MD2026-10-15
MV Capital Management, Inc.
1$340.0%ETFLowBethesda, MD2026-10-29
Raleigh Capital Management Inc.
0$30.0%CoreMediumCary, NC2026-10-28
Inspire Investing, LLC
0$70.0%GARPHighMeridian, ID2026-10-22