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Peloton Interactive Inc (PTON)

CUSIP: 70614W100 | NYSE | Consumer Cyclical · Leisure | Small Cap | 1848 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/ANantahala Capital Management, LLC21,547,8955.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ANantahala Capital Management, LLC21,547,895
5.2% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP4,466,404
0.0% of portfolio›$22.3M
Hennessy Advisors Inc4,348,800
0.8% of portfolio›$21.7M
Citigroup Inc2,453,817
0.0% of portfolio›$12.2M
MacKenzie Financial Corp2,060,661
0.0% of portfolio›$10.3M
Principal Financial Group Inc2,031,744
0.0% of portfolio›$10.1M
Bastion Asset Management Inc.1,094,354
2.3% of portfolio›$5.3M
Calamos Wealth Management LLC725,284
0.1% of portfolio›$3.6M
State of Michigan Retirement System596,477
0.0% of portfolio›$3.0M
Kirr Marbach & Co LLC491,557
0.5% of portfolio›$2.5M
Imc-Chicago, LLC418,459
0.0% of portfolio›$2.1M
Commonwealth Equity Services, LLC410,126
0.0% of portfolio›$2.0M
Assenagon Asset Management S.A.307,290
0.0% of portfolio›$1.5M
Garde Capital, Inc.229,498
0.1% of portfolio›$1.1M
Creative Planning221,666
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D210,196
0.0% of portfolio›$1.0M
Allspring Global Investments Holdings, LLC195,562
0.0% of portfolio›$971.9K
Waterfront Wealth Inc.185,405
0.2% of portfolio›$1.0M
Louisiana State Employees Retirement System180,200
0.0% of portfolio›$899.2K
Albion Financial Group145,000
0.0% of portfolio›$723.6K
State of Wyoming133,455
0.1% of portfolio›$665.9K
Concurrent Investment Advisors, LLC124,865
0.0% of portfolio›$623.1K
Arizona State Retirement System114,590
0.0% of portfolio›$571.8K
Amalgamated Bank109,284
0.0% of portfolio›$545
Wealth Enhancement Advisory Services, LLC109,217
0.0% of portfolio›$537.3K
Yousif Capital Management, LLC107,274
0.0% of portfolio›$535.3K
Angeles Wealth Management, LLC107,204
0.0% of portfolio›$534.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS99,672
0.0% of portfolio›$497.4K
Oregon Public Employees Retirement Fund94,900
0.0% of portfolio›$473.6K
iA Global Asset Management Inc.92,420
0.0% of portfolio›$461
State of Alaska, Department of Revenue91,209
0.0% of portfolio›$454
Simplex Trading, LLC80,909
0.0% of portfolio›$403.7K
ProShare Advisors LLC64,262
0.0% of portfolio›$320.7K
Pictet Asset Management Holding SA61,366
0.0% of portfolio›$306.2K
Virginia Retirement Systems ET Al57,900
0.0% of portfolio›$288.9K
Mutual of America Capital Management LLC48,271
0.0% of portfolio›$240.9K
New York State Teachers Retirement System46,638
0.0% of portfolio›$233
Lido Advisors, LLC46,345
0.0% of portfolio›$231.3K
Kestra Advisory Services, LLC42,552
0.0% of portfolio›$212.3K
Xponance LLC40,197
0.0% of portfolio›$200.6K
Signaturefd, LLC37,836
0.0% of portfolio›$188.8K
DekaBank Deutsche Girozentrale37,568
0.0% of portfolio›$189
J. Safra Sarasin Holding AG37,165
0.0% of portfolio›$185.5K
Cambridge Investment Research Advisors, Inc.34,088
0.0% of portfolio›$170
Traynor Capital Management, Inc.33,749
0.0% of portfolio›$168.4K
Swiss Life Asset Management Ltd27,737
0.0% of portfolio›$138.4K
Sage Capital Advisors,llc27,529
0.0% of portfolio›$137.4K
Abel Hall, LLC26,989
0.0% of portfolio›$134.7K
Brighton Jones LLC26,439
0.0% of portfolio›$131.9K
Citizens Financial Group Inc24,676
0.0% of portfolio›$123.1K
Fifth Third Wealth Advisors LLC24,364
0.0% of portfolio›$121.6K
Perigon Wealth Management, LLC24,092
0.0% of portfolio›$120.2K
Quadcap Wealth Management, LLC23,990
0.0% of portfolio›$119.7K
CIBC Asset Management Inc22,842
0.0% of portfolio›$114.0K
Oak Thistle LLC22,710
0.0% of portfolio›$113.3K
Clear Harbor Asset Management, LLC21,515
0.0% of portfolio›$107.4K
Kohmann Bosshard Financial Services, LLC20,200
0.0% of portfolio›$100.8K
Praxis Investment Management Inc19,905
0.0% of portfolio›$99
Krilogy Financial LLC19,838
0.0% of portfolio›$102.0K
Wedmont Private Capital19,633
0.0% of portfolio›$96.6K
Profund Advisors LLC19,248
0.0% of portfolio›$96.0K
HB Wealth Management, LLC18,011
0.0% of portfolio›$89.9K
Parkside Investments, LLC18,000
0.0% of portfolio›$89.8K
Howard Capital Management Group, LLC18,000
0.0% of portfolio›$89.8K
Inscription Capital, LLC17,062
0.0% of portfolio›$85.1K
Park Capital Management, LLC / WI15,472
0.0% of portfolio›$77.2K
TD Waterhouse Canada Inc.13,994
0.0% of portfolio›$69.4K
Larson Financial Group LLC13,280
0.0% of portfolio›$66.3K
Abundance Wealth Counselors12,942
0.0% of portfolio›$64.6K
OpenArc Corporate Advisory, LLC12,852
0.0% of portfolio›$64.1K
Vontobel Holding Ltd.12,770
0.0% of portfolio›$63.7K
Procyon Advisors, LLC12,467
0.0% of portfolio›$62.2K
Ethic Inc.12,421
0.0% of portfolio›$62.0K
waypoint wealth counsel12,352
0.0% of portfolio›$61.6K
Schneider Downs Wealth Management Advisors, LP12,310
0.0% of portfolio›$61.4K
Truist Financial Corp12,218
0.0% of portfolio›$61.0K
Investment Research Partners LLC11,838
0.0% of portfolio›$59.1K
KBC Group NV11,656
0.0% of portfolio›$58
Chicago Capital, LLC11,520
0.0% of portfolio›$57.5K
Chicago Partners Investment Group LLC10,723
0.0% of portfolio›$57.6K
Wealthcare Advisory Partners LLC10,254
0.0% of portfolio›$51.2K
Sterling Capital Management LLC10,218
0.0% of portfolio›$51.0K
Parcion Private Wealth LLC10,207
0.0% of portfolio›$50.9K
Farther Finance Advisors, LLC9,782
0.0% of portfolio›$48.8K
Nisa Investment Advisors, LLC9,072
0.0% of portfolio›$45.3K
Gamma Investing LLC6,992
0.0% of portfolio›$34.9K
Meriwether Wealth & Planning, LLC5,000
0.0% of portfolio›$25.0K
Parallel Advisors, LLC4,854
0.0% of portfolio›$24.2K
Caitong International Asset Management Co., Ltd4,576
0.0% of portfolio›$22.8K
Fortitude Family Office, LLC4,423
0.0% of portfolio›$22.1K
SBI Securities Co., Ltd.4,113
0.0% of portfolio›$20.5K
Summit Securities Group LLC4,000
0.0% of portfolio›$20.0K
EverSource Wealth Advisors, LLC3,775
0.0% of portfolio›$18.8K
Covestor Ltd3,162
0.0% of portfolio›$15
IFP Advisors, Inc3,041
0.0% of portfolio›$15.2K
West Paces Advisors Inc.2,560
0.0% of portfolio›$12.8K
Essential Partners LLC2,056
0.0% of portfolio›$10.3K
Pension & Wealth Management Advisors, Inc.1,200
0.0% of portfolio›$6.0K
Salomon & Ludwin, LLC1,162
0.0% of portfolio›$5.8K
RMG Wealth Management LLC1,115
0.0% of portfolio›$6.1K
Tradewinds Capital Management, LLC1,000
0.0% of portfolio›$5.0K
True Wealth Design, LLC827
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.825
0.0% of portfolio›$4.1K
Advocate Investing Services LLC780
0.0% of portfolio›$3.9K
GK Wealth Management LLC770
0.0% of portfolio›$3.8K
Asset Dedication, LLC723
0.0% of portfolio›$3.6K
Adirondack Trust Co690
0.0% of portfolio›$3.4K
Parkside Financial Bank & Trust627
0.0% of portfolio›$3.1K
Pinnacle Wealth Planning Services, Inc.619
0.0% of portfolio›$3.1K
Lanark Financial, Inc.600
0.0% of portfolio›$3.0K
Root Financial Partners, LLC481
0.0% of portfolio›$2.4K
Next Level Wealth Planning, LLC450
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC440
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc376
0.0% of portfolio›$1.9K
Silver Grove Financial Group, Inc.321
0.0% of portfolio›$1.6K
Bank Julius Baer & Co. Ltd, Zurich300
0.0% of portfolio›$1.5K
Mather Group, Llc.289
0.0% of portfolio›$1.4K
UMB Private Wealth Management, LLC285
0.0% of portfolio›$1.4K
CoreCap Advisors, LLC274
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC273
0.0% of portfolio›$1.4K
Investment Research & Advisory Group, Inc.260
0.0% of portfolio›$1.3K
Nova Financial LLC245
0.0% of portfolio›$1.2K
PayPay Securities Corp189
0.0% of portfolio›$943
Cedar Mountain Advisors, LLC165
0.0% of portfolio›$823
Hazlett, Burt & Watson, Inc.150
0.0% of portfolio›$1
Leonteq Securities AG146
0.0% of portfolio›$729
Physician Wealth Advisors, Inc.101
0.0% of portfolio›$504
Newton One Investments LLC100
0.0% of portfolio›$499
North Star Investment Management Corp.100
0.0% of portfolio›$499
Activest Wealth Management100
0.0% of portfolio›$499
Bare Financial Services, Inc96
0.0% of portfolio›$479
Valley National Advisers Inc81
0.0% of portfolio›$405
Hughes Financial Services, LLC78
0.0% of portfolio›$412
Capital Advisors, Ltd. LLC76
0.0% of portfolio›$0
Owl Creek Wealth Partners LLC70
0.0% of portfolio›$350
Assetmark, Inc70
0.0% of portfolio›$349
MV Capital Management, Inc.66
0.0% of portfolio›$330
Phillip James Consulting Co.49
0.0% of portfolio›$245
Pillar Financial Advisors, LLC35
0.0% of portfolio›$175
GHP Investment Advisors, Inc.35
0.0% of portfolio›$175
DecisionPoint Financial, LLC33
0.0% of portfolio›$165
William Mack & Associates, Inc.30
0.0% of portfolio›$150
Chapman Financial Group, LLC30
0.0% of portfolio›$150
Montag A & Associates Inc20
0.0% of portfolio›$100
Golden State Wealth Management, LLC11
0.0% of portfolio›$55
Investors Research Corp10
0.0% of portfolio›$50
Laurel Wealth Advisors LLC5
0.0% of portfolio›$25
Dhjj Financial Advisors, Ltd.4
0.0% of portfolio›$20
Cdkv Holdings LLC4
0.0% of portfolio›$20
Financial Consulate, Inc3
0.0% of portfolio›$15
Davis Capital Management3
0.0% of portfolio›$15
Bear Mountain Capital, Inc.3
0.0% of portfolio›$16
Maryland Capital Advisors Inc.2
0.0% of portfolio›$10
Signature Resources Capital Management, LLC1
0.0% of portfolio›$5
Downshift Financial, LLC1
0.0% of portfolio›$5
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$5
Rakuten Securities, Inc.1
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,466,404$22.3M0.0%IndexLowAustin, TX2026-11-04
Hennessy Advisors Inc
4,348,800$21.7M0.8%Deep ValueMediumNovato, CA2026-10-28
Citigroup Inc
2,453,817$12.2M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
2,060,661$10.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Principal Financial Group Inc
2,031,744$10.1M0.0%CoreLowDes Moines, IA2026-11-02
Bastion Asset Management Inc.
1,094,354$5.3M2.3%Deep ValueVery HighMontreal, South Africa2026-11-05
Calamos Wealth Management LLC
725,284$3.6M0.1%GrowthMediumNaperville, IL2026-11-02
State of Michigan Retirement System
596,477$3.0M0.0%IndexLowEast Lansing, MI2026-10-27
Kirr Marbach & Co LLC
491,557$2.5M0.5%GARPLowColumbus, IN2026-10-20
Imc-Chicago, LLC
418,459$2.1M0.0%GARPVery HighChicago, IL2026-11-05
Commonwealth Equity Services, LLC
410,126$2.0M0.0%ETFLowWaltham, MA2026-11-02
Assenagon Asset Management S.A.
307,290$1.5M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Garde Capital, Inc.
229,498$1.1M0.1%ETFLowSeattle, WA2026-10-29
Creative Planning
221,666$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
State of New Jersey Common Pension Fund D
210,196$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Allspring Global Investments Holdings, LLC
195,562$971.9K0.0%CoreMediumCharlotte, NC2026-11-04
Waterfront Wealth Inc.
185,405$1.0M0.2%ValueLowOverland Park, KS2026-11-03
Louisiana State Employees Retirement System
180,200$899.2K0.0%IndexLowBaton Rouge, LA2026-10-20
Albion Financial Group
145,000$723.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
State of Wyoming
133,455$665.9K0.1%ValueHighCheyenne, WY2026-10-28
Concurrent Investment Advisors, LLC
124,865$623.1K0.0%GrowthMediumTampa, FL2026-10-16
Arizona State Retirement System
114,590$571.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
109,284$5450.0%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
109,217$537.3K0.0%CoreLowPlymouth, MN2026-10-13
Yousif Capital Management, LLC
107,274$535.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Angeles Wealth Management, LLC
107,204$534.9K0.0%ETFLowSanta Monica, CA2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
99,672$497.4K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
94,900$473.6K0.0%IndexVery LowTigard, OR2026-10-30
iA Global Asset Management Inc.
92,420$4610.0%GrowthMediumQuebec, Austria2026-10-29
State of Alaska, Department of Revenue
91,209$4540.0%CoreVery LowJuneau, AK2026-10-15
Simplex Trading, LLC
80,909$403.7K0.0%CoreVery HighChicago, IL2026-11-04
ProShare Advisors LLC
64,262$320.7K0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
61,366$306.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Virginia Retirement Systems ET Al
57,900$288.9K0.0%CoreMediumRichmond, VA2026-10-28
Mutual of America Capital Management LLC
48,271$240.9K0.0%IndexLowNew York, NY2026-10-23
New York State Teachers Retirement System
46,638$2330.0%CoreVery LowAlbany, NY2026-10-22
Lido Advisors, LLC
46,345$231.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
42,552$212.3K0.0%CoreLowAustin, TX2026-11-02
Xponance LLC
40,197$200.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Signaturefd, LLC
37,836$188.8K0.0%IndexLowAtlanta, GA2026-10-23
DekaBank Deutsche Girozentrale
37,568$1890.0%CoreLowFrankfurt, Hong Kong2026-10-27
J. Safra Sarasin Holding AG
37,165$185.5K0.0%CoreMediumBasel, Switzerland2026-10-26
Cambridge Investment Research Advisors, Inc.
34,088$1700.0%ETFLowFairfield, IA2026-11-02
Traynor Capital Management, Inc.
33,749$168.4K0.0%GrowthLowMalvern, PA2026-10-29
Swiss Life Asset Management Ltd
27,737$138.4K0.0%CoreLowZurich, Switzerland2026-11-03
Sage Capital Advisors,llc
27,529$137.4K0.0%CoreLowSioux Falls, SD2026-10-13
Abel Hall, LLC
26,989$134.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
Brighton Jones LLC
26,439$131.9K0.0%CoreVery LowSeattle, WA2026-11-03
Citizens Financial Group Inc
24,676$123.1K0.0%GrowthLowProvidence, RI2026-10-23
Fifth Third Wealth Advisors LLC
24,364$121.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Perigon Wealth Management, LLC
24,092$120.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Quadcap Wealth Management, LLC
23,990$119.7K0.0%ETFLowFrisco, TX2026-11-02
CIBC Asset Management Inc
22,842$114.0K0.0%GARPLowToronto, South Africa2026-11-05
Oak Thistle LLC
22,710$113.3K0.0%ValueVery HighNew York, NY2026-10-21
Clear Harbor Asset Management, LLC
21,515$107.4K0.0%CoreLowStamford, CT2026-11-05
Kohmann Bosshard Financial Services, LLC
20,200$100.8K0.0%ETFLowFairlawn, OH2026-11-04
Praxis Investment Management Inc
19,905$990.0%CoreLowGoshen, IN2026-11-03
Krilogy Financial LLC
19,838$102.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Wedmont Private Capital
19,633$96.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Profund Advisors LLC
19,248$96.0K0.0%GrowthLowBethesda, MD2026-10-29
HB Wealth Management, LLC
18,011$89.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Parkside Investments, LLC
18,000$89.8K0.0%ETFLowDeerfield, IL2026-10-20
Howard Capital Management Group, LLC
18,000$89.8K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Inscription Capital, LLC
17,062$85.1K0.0%GARPMediumHouston, TX2026-11-02
Park Capital Management, LLC / WI
15,472$77.2K0.0%GrowthHighMadison, WI2026-10-13
TD Waterhouse Canada Inc.
13,994$69.4K0.0%CoreLowToronto, Australia2026-10-16
Larson Financial Group LLC
13,280$66.3K0.0%GrowthLowSt Louis, MO2026-11-05
Abundance Wealth Counselors
12,942$64.6K0.0%GrowthLowState College, PA2026-10-26
OpenArc Corporate Advisory, LLC
12,852$64.1K0.0%GrowthLowAtlanta, GA2026-10-21
Vontobel Holding Ltd.
12,770$63.7K0.0%CoreMediumZurich, Switzerland2026-10-16
Procyon Advisors, LLC
12,467$62.2K0.0%CoreVery LowShelton, CT2026-10-21
Ethic Inc.
12,421$62.0K0.0%CoreLowNew York, NY2026-11-03
waypoint wealth counsel
12,352$61.6K0.0%CoreLowAtlanta, GA2026-10-22
Schneider Downs Wealth Management Advisors, LP
12,310$61.4K0.0%ETFVery LowPittsburgh, PA2026-10-27
Truist Financial Corp
12,218$61.0K0.0%CoreLowCharlotte, NC2026-10-30
Investment Research Partners LLC
11,838$59.1K0.0%CoreLowLemont, PA2026-10-19
KBC Group NV
11,656$580.0%CoreMediumBrussels, Czech Republic2026-10-22
Chicago Capital, LLC
11,520$57.5K0.0%GrowthLowChicago, IL2026-10-13
Chicago Partners Investment Group LLC
10,723$57.6K0.0%GARPLowChicago, IL2026-10-27
Wealthcare Advisory Partners LLC
10,254$51.2K0.0%ETFLowWest Chester, PA2026-10-21
Sterling Capital Management LLC
10,218$51.0K0.0%GARPMediumCharlotte, NC2026-10-22
Parcion Private Wealth LLC
10,207$50.9K0.0%CoreMediumBellevue, WA2026-10-28
Farther Finance Advisors, LLC
9,782$48.8K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
9,072$45.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
6,992$34.9K0.0%IndexVery LowFoster City, CA2026-10-08
Meriwether Wealth & Planning, LLC
5,000$25.0K0.0%ETFMediumMinden, LA2026-10-13
Parallel Advisors, LLC
4,854$24.2K0.0%IndexLowSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
4,576$22.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortitude Family Office, LLC
4,423$22.1K0.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
4,113$20.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Summit Securities Group LLC
4,000$20.0K0.0%CoreVery HighNew York, NY2026-11-05
EverSource Wealth Advisors, LLC
3,775$18.8K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
3,162$150.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
3,041$15.2K0.0%GrowthLowTampa, FL2026-10-16
West Paces Advisors Inc.
2,560$12.8K0.0%ETFLowAtlanta, GA2026-10-13
Essential Partners LLC
2,056$10.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
1,200$6.0K0.0%ETFLowWaltham, MA2026-10-16
Salomon & Ludwin, LLC
1,162$5.8K0.0%ETFVery LowRichmond, VA2026-10-29
RMG Wealth Management LLC
1,115$6.1K0.0%ETFVery HighPlatteville, WI2026-10-26
Tradewinds Capital Management, LLC
1,000$5.0K0.0%ETFVery HighBellingham, WA2026-10-23
True Wealth Design, LLC
827$4.1K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
825$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Advocate Investing Services LLC
780$3.9K0.0%ETFLowWoodbine, MD2026-10-26
GK Wealth Management LLC
770$3.8K0.0%GARPVery HighReno, NV2026-10-09
Asset Dedication, LLC
723$3.6K0.0%ETFLowSan Francisco, CA2026-11-03
Adirondack Trust Co
690$3.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Parkside Financial Bank & Trust
627$3.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pinnacle Wealth Planning Services, Inc.
619$3.1K0.0%GARPLowMansfield, OH2026-10-27
Lanark Financial, Inc.
600$3.0K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
481$2.4K0.0%ETFMediumEncinitas, CA2026-10-21
Next Level Wealth Planning, LLC
450$2.2K0.0%ETFVery LowMeridian, ID2026-10-29
Provenance Wealth Advisors, LLC
440$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Farmers & Merchants Investments Inc
376$1.9K0.0%CoreVery LowLincoln, NE2026-10-22
Silver Grove Financial Group, Inc.
321$1.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
300$1.5K0.0%GrowthMediumZurich, Switzerland2026-10-29
Mather Group, Llc.
289$1.4K0.0%ETFMediumChicago, IL2026-10-14
UMB Private Wealth Management, LLC
285$1.4K0.0%GrowthN/AKansas City, MO2026-10-19
CoreCap Advisors, LLC
274$1.4K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
273$1.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Investment Research & Advisory Group, Inc.
260$1.3K0.0%GrowthVery LowAtlanta, GA2026-10-19
Nova Financial LLC
245$1.2K0.0%N/AN/ATucson, AZ2026-11-04
PayPay Securities Corp
189$9430.0%CoreMediumTokyo, Mexico2026-10-27
Cedar Mountain Advisors, LLC
165$8230.0%ETFVery LowLake Oswego, OR2026-10-15
Hazlett, Burt & Watson, Inc.
150$10.0%CoreVery LowWheeling, WV2026-11-04
Leonteq Securities AG
146$7290.0%CoreHighZurich, Switzerland2026-10-29
Physician Wealth Advisors, Inc.
101$5040.0%ETFMediumMidvale, UT2026-10-20
Newton One Investments LLC
100$4990.0%ETFVery LowNewark, DE2026-10-14
North Star Investment Management Corp.
100$4990.0%CoreLowChicago, IL2026-10-27
Activest Wealth Management
100$4990.0%ETFLowAventura, FL2026-10-15
Bare Financial Services, Inc
96$4790.0%ETFVery LowGap, PA2026-11-04
Valley National Advisers Inc
81$4050.0%ETFLowBethlehem, PA2026-10-23
Hughes Financial Services, LLC
78$4120.0%ETFLowHerndon, VA2026-10-30
Capital Advisors, Ltd. LLC
76$00.0%ETFLowShaker Heights, OH2026-10-27
Owl Creek Wealth Partners LLC
70$3500.0%IndexLowGreenwood Village, CO2026-10-20
Assetmark, Inc
70$3490.0%ETFLowConcord, CA2026-10-21
MV Capital Management, Inc.
66$3300.0%ETFLowBethesda, MD2026-10-29
Phillip James Consulting Co.
49$2450.0%ETFVery HighPlymouth, MN2026-11-03
Pillar Financial Advisors, LLC
35$1750.0%ETFVery LowLouisville, KY2026-10-21
GHP Investment Advisors, Inc.
35$1750.0%CoreVery LowDenver, CO2026-10-15
DecisionPoint Financial, LLC
33$1650.0%ETFVery LowMesa, AZ2026-10-27
William Mack & Associates, Inc.
30$1500.0%ETFLowTroy, MI2026-10-27
Chapman Financial Group, LLC
30$1500.0%CoreVery LowHonolulu, HI2026-10-26
Montag A & Associates Inc
20$1000.0%CoreLowAtlanta, GA2026-10-29
Golden State Wealth Management, LLC
11$550.0%ETFMediumSanta Ana, CA2026-11-02
Investors Research Corp
10$500.0%ETFLowAtlanta, GA2026-10-07
Laurel Wealth Advisors LLC
5$250.0%CoreVery LowCharlotte, NC2026-10-27
Dhjj Financial Advisors, Ltd.
4$200.0%ETFVery LowNaperville, IL2026-10-23
Cdkv Holdings LLC
4$200.0%ETFMediumDenver, CO2026-10-28
Financial Consulate, Inc
3$150.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
3$150.0%CoreLowJacksonville, FL2026-10-08
Bear Mountain Capital, Inc.
3$160.0%ETFLowSeattle, WA2026-11-04
Maryland Capital Advisors Inc.
2$100.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$50.0%ETFLowNewport Beach, CA2026-10-16
Downshift Financial, LLC
1$50.0%ETFLowBoulder, CO2026-10-13
Bay Harbor Wealth Management, LLC
1$50.0%ETFMediumHunt Valley, MD2026-11-03
Rakuten Securities, Inc.
1$50.0%Agg GrowthHighTokyo, Mexico2026-11-02