IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Penske Automotive Group Inc (PAG)

CUSIP: 70959W103 | NYSE | Consumer Cyclical · Auto & Truck Dealerships | Mid Cap | 1373 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
13D/APenske Corporation34,333,50052.3%UnchangedOct 15, 2026No 13F filer matched
13D/AMitsui & Co., Ltd.13,322,20520.3%UnchangedOct 15, 2026No 13F filer matched
13D/APenske Corporation34,333,500
52.3% of class · Oct 15, 2026Unchanged
No 13F filer matched
13D/AMitsui & Co., Ltd.13,322,205
20.3% of class · Oct 15, 2026Unchanged
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,437,288
0.1% of portfolio›$288.0M
Private Management Group Inc122,143
0.7% of portfolio›$24.5M
Principal Financial Group Inc40,730
0.0% of portfolio›$8.2M
Applied Capital LLC27,312
2.2% of portfolio›$5.5M
Nilsine Partners, LLC27,017
0.4% of portfolio›$5.4M
Trust Co of Vermont22,462
0.2% of portfolio›$4.5M
Creative Planning21,542
0.0% of portfolio›$4.3M
Retirement Systems of Alabama18,286
0.0% of portfolio›$3.7M
Nisa Investment Advisors, LLC17,571
0.0% of portfolio›$3.5M
Mirae Asset Global Investments Co., Ltd.16,896
0.0% of portfolio›$3.4M
Independent Solutions Wealth Management, LLC16,815
0.4% of portfolio›$3.4M
Alps Advisors Inc16,521
0.0% of portfolio›$3.3M
Citigroup Inc16,036
0.0% of portfolio›$3.2M
AGF Management LTD13,032
0.0% of portfolio›$2.6M
Elevation Point Wealth Partners, LLC12,938
0.0% of portfolio›$2.6M
Beau Ventures, LLc10,000
0.2% of portfolio›$2.0M
Ethic Inc.9,015
0.0% of portfolio›$1.8M
Chicago Partners Investment Group LLC8,410
0.0% of portfolio›$1.8M
CX Institutional7,966
0.0% of portfolio›$1.6K
Amalgamated Bank7,911
0.0% of portfolio›$1.6K
Fruth Investment Management7,500
0.0% of portfolio›$1.5K
Hennion & Walsh Asset Management, Inc.7,458
0.0% of portfolio›$1.5M
Linden Thomas Advisory Services, LLC7,250
0.1% of portfolio›$1.5M
Bluesphere Advisors LLC7,222
0.4% of portfolio›$1.4M
Kendall Capital Management7,162
0.2% of portfolio›$1.4M
HB Wealth Management, LLC7,024
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC6,884
0.0% of portfolio›$1.4M
Commonwealth Equity Services, LLC6,674
0.0% of portfolio›$1.3M
Mutual of America Capital Management LLC6,461
0.0% of portfolio›$1.3M
Simplex Trading, LLC5,919
0.0% of portfolio›$1.2M
Inspire Investing, LLC5,597
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D5,416
0.0% of portfolio›$1.1M
Tokio Marine Asset Management Co LTD5,400
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System5,300
0.0% of portfolio›$1.1M
Arizona State Retirement System5,093
0.0% of portfolio›$1.0M
Yousif Capital Management, LLC5,051
0.0% of portfolio›$1.0M
New York State Teachers Retirement System4,882
0.0% of portfolio›$978
Anchyra Partners LLC4,370
0.2% of portfolio›$875.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,232
0.0% of portfolio›$847.8K
State of Michigan Retirement System4,200
0.0% of portfolio›$841.4K
Cambridge Investment Research Advisors, Inc.4,170
0.0% of portfolio›$835
Burke & Herbert Bank & Trust Co4,000
0.2% of portfolio›$801.4K
Venture Visionary Partners LLC4,000
0.0% of portfolio›$801.4K
Truist Financial Corp3,838
0.0% of portfolio›$768.9K
Oregon Public Employees Retirement Fund3,678
0.0% of portfolio›$736.9K
Highland Capital Management, LLC3,418
0.0% of portfolio›$684.8K
Y-Intercept (Hong Kong) Ltd2,933
0.0% of portfolio›$587.6K
Pictet Asset Management Holding SA2,804
0.0% of portfolio›$561.8K
Keybank National Association2,315
0.0% of portfolio›$463.8K
Lido Advisors, LLC2,272
0.0% of portfolio›$455.4K
Farther Finance Advisors, LLC2,272
0.0% of portfolio›$455.1K
T3 Companies, LLC2,131
0.4% of portfolio›$426.9K
Xponance LLC2,126
0.0% of portfolio›$425.9K
CIBC Asset Management Inc2,034
0.0% of portfolio›$407.5K
Summit Securities Group LLC1,990
0.0% of portfolio›$398.7K
Meixler Investment Management, Ltd.1,956
0.2% of portfolio›$391.9K
Signaturefd, LLC1,877
0.0% of portfolio›$376.0K
Covestor Ltd1,826
0.0% of portfolio›$366
State of Alaska, Department of Revenue1,682
0.0% of portfolio›$336
Delta Capital Management LLC1,670
0.0% of portfolio›$335
Investors Research Corp1,575
0.1% of portfolio›$315.5K
Citizens Financial Group Inc1,548
0.0% of portfolio›$310.2K
Baker Ellis Asset Management LLC1,500
0.0% of portfolio›$300.5K
Paragon Capital Management Ltd1,467
0.1% of portfolio›$293.8K
Apollon Wealth Management, LLC1,460
0.0% of portfolio›$292.5K
Quadrant Capital Group LLC1,399
0.0% of portfolio›$273.7K
Moran Wealth Management, LLC1,358
0.0% of portfolio›$272.1K
Abel Hall, LLC1,331
0.0% of portfolio›$266.7K
StoneX Group Inc.1,324
0.0% of portfolio›$276.4K
Independent Financial Group, LLC1,200
0.0% of portfolio›$240.4K
Virginia Retirement Systems ET Al1,200
0.0% of portfolio›$240.4K
Greenleaf Trust1,161
0.0% of portfolio›$232.6K
Uncommon Cents Investing Inc1,100
0.0% of portfolio›$220.4K
Crossmark Global Holdings, Inc.1,090
0.0% of portfolio›$218.4K
Swiss Life Asset Management Ltd1,088
0.0% of portfolio›$218.0K
Fragasso Financial Advisors Inc1,079
0.0% of portfolio›$211.6K
Kestra Advisory Services, LLC1,039
0.0% of portfolio›$208.1K
Nemes Rush Group LLC1,011
0.0% of portfolio›$202.5K
Courier Capital LLC1,000
0.0% of portfolio›$200.3K
BKM Wealth Management, LLC1,000
0.1% of portfolio›$200.3K
Caitong International Asset Management Co., Ltd999
0.0% of portfolio›$200.1K
Strs Ohio837
0.0% of portfolio›$167.7K
Bfsg, LLC775
0.0% of portfolio›$155.3K
Gamma Investing LLC629
0.0% of portfolio›$126.0K
KBC Group NV598
0.0% of portfolio›$120
Fulcrum Asset Management LLP568
0.0% of portfolio›$114.6K
Parallel Advisors, LLC560
0.0% of portfolio›$112.2K
Sterling Capital Management LLC509
0.0% of portfolio›$102.0K
Pflug Koory, LLC490
0.0% of portfolio›$98.2K
Parkside Financial Bank & Trust476
0.0% of portfolio›$95.4K
Beacon Investment Advisory Services, Inc.455
0.0% of portfolio›$91.2K
Mitsubishi UFJ Asset Management Co., Ltd.386
0.0% of portfolio›$78.2K
3 Factor Indexing, LLC325
0.1% of portfolio›$65.1K
Versant Capital Management, Inc287
0.0% of portfolio›$57.5K
GHP Investment Advisors, Inc.276
0.0% of portfolio›$55.3K
Root Financial Partners, LLC222
0.0% of portfolio›$44.5K
Birchbrook, Inc.211
0.0% of portfolio›$42.4K
First Horizon Corp201
0.0% of portfolio›$40.3K
EverSource Wealth Advisors, LLC193
0.0% of portfolio›$38.7K
IFP Advisors, Inc189
0.0% of portfolio›$37.9K
Essential Partners LLC174
0.0% of portfolio›$34.9K
Blue Trust, Inc.133
0.0% of portfolio›$26.6K
Deseret Mutual Benefit Administrators116
0.0% of portfolio›$23.2K
Ashurst Perkins Coie Trust Co112
0.0% of portfolio›$22.4K
Mather Group, Llc.108
0.0% of portfolio›$21.5K
William Mack & Associates, Inc.101
0.0% of portfolio›$20.3K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$20.0K
MassMutual Private Wealth & Trust, FSB99
0.0% of portfolio›$19.8K
Assetmark, Inc87
0.0% of portfolio›$17.4K
Owl Creek Wealth Partners LLC85
0.0% of portfolio›$17.0K
Roxbury Financial LLC85
0.0% of portfolio›$17.1K
Private Trust Co NA80
0.0% of portfolio›$16.0K
Nfsg Corp79
0.0% of portfolio›$15.7K
TD Private Client Wealth LLC73
0.0% of portfolio›$14.6K
Physician Wealth Advisors, Inc.71
0.0% of portfolio›$14.2K
Fortitude Family Office, LLC70
0.0% of portfolio›$14.0K
JFS Wealth Advisors, LLC69
0.0% of portfolio›$13.8K
Pinnacle Wealth Planning Services, Inc.60
0.0% of portfolio›$12.0K
North Star Investment Management Corp.58
0.0% of portfolio›$11.6K
Elyxium Wealth, LLC58
0.0% of portfolio›$11.6K
Manchester Capital Management LLC54
0.0% of portfolio›$10.8K
Princeton Global Asset Management LLC50
0.0% of portfolio›$10.0K
WPG Advisers, LLC41
0.0% of portfolio›$8.2K
Compass Financial Management LLC36
0.0% of portfolio›$7.2K
Torren Management, LLC33
0.0% of portfolio›$6.6K
Prudent Man Investment Management, Inc.32
0.0% of portfolio›$6.4K
Bell Investment Advisors, Inc29
0.0% of portfolio›$5.8K
Bare Financial Services, Inc22
0.0% of portfolio›$4.4K
High Note Wealth, LLC21
0.0% of portfolio›$4.2K
Marquette Asset Management, LLC20
0.0% of portfolio›$4.0K
Creative Capital Management Investments LLC19
0.0% of portfolio›$3.8K
True Wealth Design, LLC17
0.0% of portfolio›$3.4K
SJS Investment Consulting Inc.16
0.0% of portfolio›$3.2K
Farmers & Merchants Investments Inc15
0.0% of portfolio›$3.0K
Bay Harbor Wealth Management, LLC15
0.0% of portfolio›$3.0K
DiNuzzo Private Wealth, Inc.15
0.0% of portfolio›$3.0K
Entrust Financial LLC12
0.0% of portfolio›$2.4K
Elevation Wealth Partners, LLC11
0.0% of portfolio›$2.2K
James T. Borello RIA9
0.0% of portfolio›$1.8K
Burk Holdings LLC9
0.0% of portfolio›$1.8K
Smallwood Wealth Investment Management, LLC6
0.0% of portfolio›$1.2K
MV Capital Management, Inc.6
0.0% of portfolio›$1.2K
Grove Bank & Trust5
0.0% of portfolio›$1.0K
Valley National Advisers Inc5
0.0% of portfolio›$1.0K
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$1
Hughes Financial Services, LLC4
0.0% of portfolio›$849
Breakwater Investment Management4
0.0% of portfolio›$802
Proathlete Wealth Management LLC3
0.0% of portfolio›$601
Albion Financial Group3
0.0% of portfolio›$533
Trust Co2
0.0% of portfolio›$404
DecisionPoint Financial, LLC2
0.0% of portfolio›$406
Mosley Wealth Management2
0.0% of portfolio›$424
Planning Strategies Inc.1
0.0% of portfolio›$200
TFC Financial Management, Inc.1
0.0% of portfolio›$201
Maryland Capital Advisors Inc.1
0.0% of portfolio›$201
Thurston, Springer, Miller, Herd & Titak, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,437,288$288.0M0.1%IndexLowAustin, TX2026-11-04
Private Management Group Inc
122,143$24.5M0.7%YieldLowIrvine, CA2026-11-04
Principal Financial Group Inc
40,730$8.2M0.0%CoreLowDes Moines, IA2026-11-02
Applied Capital LLC
27,312$5.5M2.2%ValueLowHollywood, FL2026-10-07
Nilsine Partners, LLC
27,017$5.4M0.4%CoreMediumGreenwood Village, CO2026-11-02
Trust Co of Vermont
22,462$4.5M0.2%CoreVery LowBrattleboro, VT2026-10-21
Creative Planning
21,542$4.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Retirement Systems of Alabama
18,286$3.7M0.0%IndexLowMontgomery, AL2026-11-04
Nisa Investment Advisors, LLC
17,571$3.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
Mirae Asset Global Investments Co., Ltd.
16,896$3.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Independent Solutions Wealth Management, LLC
16,815$3.4M0.4%GrowthLowWilliamsville, NY2026-10-28
Alps Advisors Inc
16,521$3.3M0.0%YieldLowDenver, CO2026-11-03
Citigroup Inc
16,036$3.2M0.0%CoreMediumNew York, NY2026-11-04
AGF Management LTD
13,032$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Elevation Point Wealth Partners, LLC
12,938$2.6M0.0%CoreHighDenver, CO2026-11-05
Beau Ventures, LLc
10,000$2.0M0.2%CoreVery LowPittsford, NY2026-10-14
Ethic Inc.
9,015$1.8M0.0%CoreLowNew York, NY2026-11-03
Chicago Partners Investment Group LLC
8,410$1.8M0.0%GARPLowChicago, IL2026-10-27
CX Institutional
7,966$1.6K0.0%CoreMediumAuburn, IN2026-10-02
Amalgamated Bank
7,911$1.6K0.0%CoreVery LowNew York, NY2026-10-23
Fruth Investment Management
7,500$1.5K0.0%CoreVery LowHouston, TX2026-10-13
Hennion & Walsh Asset Management, Inc.
7,458$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Linden Thomas Advisory Services, LLC
7,250$1.5M0.1%CoreLowCharlotte, NC2026-10-19
Bluesphere Advisors LLC
7,222$1.4M0.4%ETFLowEast Norriton, PA2026-10-19
Kendall Capital Management
7,162$1.4M0.2%GARPLowRockville, MD2026-10-23
HB Wealth Management, LLC
7,024$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Wealth Enhancement Advisory Services, LLC
6,884$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
6,674$1.3M0.0%ETFLowWaltham, MA2026-11-02
Mutual of America Capital Management LLC
6,461$1.3M0.0%IndexLowNew York, NY2026-10-23
Simplex Trading, LLC
5,919$1.2M0.0%CoreVery HighChicago, IL2026-11-04
Inspire Investing, LLC
5,597$1.1M0.0%GARPHighMeridian, ID2026-10-22
State of New Jersey Common Pension Fund D
5,416$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Tokio Marine Asset Management Co LTD
5,400$1.1M0.0%GrowthLowTokyo, Mexico2026-10-26
Louisiana State Employees Retirement System
5,300$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
5,093$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
5,051$1.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
New York State Teachers Retirement System
4,882$9780.0%CoreVery LowAlbany, NY2026-10-22
Anchyra Partners LLC
4,370$875.5K0.2%CoreLowAtlanta, GA2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,232$847.8K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
4,200$841.4K0.0%IndexLowEast Lansing, MI2026-10-27
Cambridge Investment Research Advisors, Inc.
4,170$8350.0%ETFLowFairfield, IA2026-11-02
Burke & Herbert Bank & Trust Co
4,000$801.4K0.2%CoreVery LowAlexandria, VA2026-11-02
Venture Visionary Partners LLC
4,000$801.4K0.0%CoreLowSylvania, OH2026-10-07
Truist Financial Corp
3,838$768.9K0.0%CoreLowCharlotte, NC2026-10-30
Oregon Public Employees Retirement Fund
3,678$736.9K0.0%IndexVery LowTigard, OR2026-10-30
Highland Capital Management, LLC
3,418$684.8K0.0%GrowthMediumMemphis, TN2026-10-26
Y-Intercept (Hong Kong) Ltd
2,933$587.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Pictet Asset Management Holding SA
2,804$561.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Keybank National Association
2,315$463.8K0.0%CoreLowBrooklyn, OH2026-11-04
Lido Advisors, LLC
2,272$455.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
2,272$455.1K0.0%IndexLowSan Francisco, CA2026-10-08
T3 Companies, LLC
2,131$426.9K0.4%CoreVery HighNew York, NY2026-10-22
Xponance LLC
2,126$425.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
CIBC Asset Management Inc
2,034$407.5K0.0%GARPLowToronto, South Africa2026-11-05
Summit Securities Group LLC
1,990$398.7K0.0%CoreVery HighNew York, NY2026-11-05
Meixler Investment Management, Ltd.
1,956$391.9K0.2%YieldMediumShow Low, AZ2026-11-03
Signaturefd, LLC
1,877$376.0K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
1,826$3660.0%ValueHighLondon, United Kingdom2026-10-30
State of Alaska, Department of Revenue
1,682$3360.0%CoreVery LowJuneau, AK2026-10-15
Delta Capital Management LLC
1,670$3350.0%CoreLowRed Bank, NJ2026-10-16
Investors Research Corp
1,575$315.5K0.1%ETFLowAtlanta, GA2026-10-07
Citizens Financial Group Inc
1,548$310.2K0.0%GrowthLowProvidence, RI2026-10-23
Baker Ellis Asset Management LLC
1,500$300.5K0.0%GARPVery LowVancouver, WA2026-10-14
Paragon Capital Management Ltd
1,467$293.8K0.1%CoreVery LowDenver, CO2026-10-09
Apollon Wealth Management, LLC
1,460$292.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Quadrant Capital Group LLC
1,399$273.7K0.0%CoreLowCincinnati, OH2026-10-20
Moran Wealth Management, LLC
1,358$272.1K0.0%CoreMediumNaples, FL2026-10-22
Abel Hall, LLC
1,331$266.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
StoneX Group Inc.
1,324$276.4K0.0%ETFMediumNew York, NY2026-11-03
Independent Financial Group, LLC
1,200$240.4K0.0%GrowthLowSan Diego, CA2026-10-13
Virginia Retirement Systems ET Al
1,200$240.4K0.0%CoreMediumRichmond, VA2026-10-28
Greenleaf Trust
1,161$232.6K0.0%CoreLowKalamazoo, MI2026-10-29
Uncommon Cents Investing Inc
1,100$220.4K0.0%ValueVery LowJanesville, WI2026-10-20
Crossmark Global Holdings, Inc.
1,090$218.4K0.0%GARPMediumHouston, TX2026-10-21
Swiss Life Asset Management Ltd
1,088$218.0K0.0%CoreLowZurich, Switzerland2026-11-03
Fragasso Financial Advisors Inc
1,079$211.6K0.0%ETFLowSewickley, PA2026-10-13
Kestra Advisory Services, LLC
1,039$208.1K0.0%CoreLowAustin, TX2026-11-02
Nemes Rush Group LLC
1,011$202.5K0.0%CoreVery LowNovi, MI2026-11-04
Courier Capital LLC
1,000$200.3K0.0%ETFLowBuffalo, NY2026-10-19
BKM Wealth Management, LLC
1,000$200.3K0.1%GrowthLowBrookfield, WI2026-10-22
Caitong International Asset Management Co., Ltd
999$200.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Strs Ohio
837$167.7K0.0%CoreMediumColumbus, OH2026-10-30
Bfsg, LLC
775$155.3K0.0%CoreLowIrvine, CA2026-10-30
Gamma Investing LLC
629$126.0K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
598$1200.0%CoreMediumBrussels, Czech Republic2026-10-22
Fulcrum Asset Management LLP
568$114.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Parallel Advisors, LLC
560$112.2K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
509$102.0K0.0%GARPMediumCharlotte, NC2026-10-22
Pflug Koory, LLC
490$98.2K0.0%CoreVery LowOmaha, NE2026-10-26
Parkside Financial Bank & Trust
476$95.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Beacon Investment Advisory Services, Inc.
455$91.2K0.0%GrowthLowMorristown, NJ2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
386$78.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
3 Factor Indexing, LLC
325$65.1K0.1%ETFLowSacramento, CA2026-10-15
Versant Capital Management, Inc
287$57.5K0.0%GARPLowPhoenix, AZ2026-10-02
GHP Investment Advisors, Inc.
276$55.3K0.0%CoreVery LowDenver, CO2026-10-15
Root Financial Partners, LLC
222$44.5K0.0%ETFMediumEncinitas, CA2026-10-21
Birchbrook, Inc.
211$42.4K0.0%ETFLowBangor, ME2026-10-14
First Horizon Corp
201$40.3K0.0%CoreLowMemphis, TN2026-10-26
EverSource Wealth Advisors, LLC
193$38.7K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
189$37.9K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
174$34.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Blue Trust, Inc.
133$26.6K0.0%ETFLowBrentwood, TN2026-10-15
Deseret Mutual Benefit Administrators
116$23.2K0.0%CoreMediumSalt Lake City, UT2026-11-04
Ashurst Perkins Coie Trust Co
112$22.4K0.0%CoreVery LowSeattle, WA2026-10-15
Mather Group, Llc.
108$21.5K0.0%ETFMediumChicago, IL2026-10-14
William Mack & Associates, Inc.
101$20.3K0.0%ETFLowTroy, MI2026-10-27
Cape Investment Advisory, Inc.
100$20.0K0.0%ETFLowMcdonough, GA2026-10-13
MassMutual Private Wealth & Trust, FSB
99$19.8K0.0%CoreLowSpringfield, MA2026-10-05
Assetmark, Inc
87$17.4K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
85$17.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Roxbury Financial LLC
85$17.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Private Trust Co NA
80$16.0K0.0%CoreLowCleveland, OH2026-10-20
Nfsg Corp
79$15.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Private Client Wealth LLC
73$14.6K0.0%ETFLowNew York, NY2026-10-28
Physician Wealth Advisors, Inc.
71$14.2K0.0%ETFMediumMidvale, UT2026-10-20
Fortitude Family Office, LLC
70$14.0K0.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
69$13.8K0.0%ETFVery LowHermitage, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
60$12.0K0.0%GARPLowMansfield, OH2026-10-27
North Star Investment Management Corp.
58$11.6K0.0%CoreLowChicago, IL2026-10-27
Elyxium Wealth, LLC
58$11.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Manchester Capital Management LLC
54$10.8K0.0%CoreLowManchester, VT2026-10-22
Princeton Global Asset Management LLC
50$10.0K0.0%GrowthLowPrinceton, NJ2026-10-21
WPG Advisers, LLC
41$8.2K0.0%CoreLowBaltimore, MD2026-10-27
Compass Financial Management LLC
36$7.2K0.0%CoreN/ATampa, FL2026-10-30
Torren Management, LLC
33$6.6K0.0%ETFMediumSan Diego, CA2026-10-29
Prudent Man Investment Management, Inc.
32$6.4K0.0%ETFVery LowLouisville, CO2026-11-03
Bell Investment Advisors, Inc
29$5.8K0.0%ETFVery LowOrinda, CA2026-10-29
Bare Financial Services, Inc
22$4.4K0.0%ETFVery LowGap, PA2026-11-04
High Note Wealth, LLC
21$4.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Marquette Asset Management, LLC
20$4.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Creative Capital Management Investments LLC
19$3.8K0.0%ETFLowSan Diego, CA2026-10-28
True Wealth Design, LLC
17$3.4K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
16$3.2K0.0%ETFVery LowSylvania, OH2026-10-26
Farmers & Merchants Investments Inc
15$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
Bay Harbor Wealth Management, LLC
15$3.0K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
15$3.0K0.0%ETFLowBeaver, PA2026-10-16
Entrust Financial LLC
12$2.4K0.0%ETFLowWayne, PA2026-11-04
Elevation Wealth Partners, LLC
11$2.2K0.0%ETFLowWalnut Creek, CA2026-10-07
James T. Borello RIA
9$1.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Burk Holdings LLC
9$1.8K0.0%ETFVery LowTulsa, OK2026-11-05
Smallwood Wealth Investment Management, LLC
6$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
MV Capital Management, Inc.
6$1.2K0.0%ETFLowBethesda, MD2026-10-29
Grove Bank & Trust
5$1.0K0.0%ETFLowMiami, FL2026-10-08
Valley National Advisers Inc
5$1.0K0.0%ETFLowBethlehem, PA2026-10-23
Capital Advisors, Ltd. LLC
4$10.0%ETFLowShaker Heights, OH2026-10-27
Hughes Financial Services, LLC
4$8490.0%ETFLowHerndon, VA2026-10-30
Breakwater Investment Management
4$8020.0%ETFLowSeattle, WA2026-10-20
Proathlete Wealth Management LLC
3$6010.0%ETFVery LowBoca Raton, FL2026-10-15
Albion Financial Group
3$5330.0%GrowthLowSalt Lake City, UT2026-10-21
Trust Co
2$4040.0%ETFVery LowManhattan, KS2026-10-09
DecisionPoint Financial, LLC
2$4060.0%ETFVery LowMesa, AZ2026-10-27
Mosley Wealth Management
2$4240.0%ETFHighAnaheim, CA2026-10-16
Planning Strategies Inc.
1$2000.0%ETFN/ALancaster, PA2026-10-02
TFC Financial Management, Inc.
1$2010.0%ETFVery LowBoston, MA2026-10-26
Maryland Capital Advisors Inc.
1$2010.0%ETFVery LowChester, MD2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
0$00.0%GrowthMediumIndianapolis, IN2026-10-14