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Pitney Bowes Inc (PBI)

CUSIP: 724479100 | NYSE | Industrials · Integrated Freight & Logistics | Small Cap | 1470 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
13GVanguard Capital Management LLC6,885,6695.0%New 5%+ stakeSep 30, 20265,433,609 sh (Jun 30, 2026)
13GVanguard Capital Management LLC6,885,669
5.0% of class · Sep 30, 2026New 5%+ stake
5,433,609 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,457,034
0.0% of portfolio›$40.1M
Capital Management Corp2,404,924
5.9% of portfolio›$39.2M
Bank of New York Mellon Corp1,659,150
0.0% of portfolio›$27.1M
Assenagon Asset Management S.A.1,309,845
0.0% of portfolio›$21.4M
Principal Financial Group Inc1,186,926
0.0% of portfolio›$19.4M
Hestia Capital Management, LLC1,124,512
34.7% of portfolio›$18.4M
Solidarity Wealth, LLC707,297
2.0% of portfolio›$11.5M
Westside Investment Management, Inc.596,590
1.2% of portfolio›$9.7M
Hennessy Advisors Inc541,900
0.3% of portfolio›$8.8M
Robeco Institutional Asset Management B.V.272,757
0.0% of portfolio›$4.5M
Simplex Trading, LLC215,078
0.0% of portfolio›$3.5M
Citigroup Inc204,865
0.0% of portfolio›$3.3M
Kornitzer Capital Management Inc200,880
0.1% of portfolio›$3.3M
Wedge Capital Management L L P186,923
0.1% of portfolio›$3.1M
New York State Teachers Retirement System158,672
0.0% of portfolio›$2.6K
American Assets Investment Management, LLC130,000
0.1% of portfolio›$2.1M
Jackson Creek Investment Advisors LLC105,775
0.0% of portfolio›$1.7K
Kestra Advisory Services, LLC103,661
0.0% of portfolio›$1.7M
MacKenzie Financial Corp101,185
0.0% of portfolio›$1.7M
Exchange Traded Concepts, LLC94,475
0.0% of portfolio›$1.5M
Achmea Investment Management B.V.92,492
0.0% of portfolio›$1.5M
Creative Planning89,152
0.0% of portfolio›$1.5M
Thrivent Financial for Lutherans87,193
0.0% of portfolio›$1.4K
Fifth Third Bancorp86,861
0.0% of portfolio›$1.4M
Point Nemo Capital, LLC83,856
0.6% of portfolio›$1.4M
Wavvest Wealth LLC82,094
1.1% of portfolio›$1.3M
Silver Lake Advisory, LLC74,546
0.4% of portfolio›$1.2M
State of New Jersey Common Pension Fund D72,535
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd70,284
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.64,991
0.0% of portfolio›$1.1K
HB Wealth Management, LLC63,844
0.0% of portfolio›$1.0M
Illinois Municipal Retirement Fund63,619
0.0% of portfolio›$1.0M
TSP Capital Management Group, LLC60,300
0.2% of portfolio›$984.1K
Louisiana State Employees Retirement System58,400
0.0% of portfolio›$953.1K
Sigma Planning Corp54,752
0.0% of portfolio›$893.6K
Wealth Effects LLC51,000
0.2% of portfolio›$832.3K
Indivisible Partners49,671
0.0% of portfolio›$810.6K
State of Wyoming48,540
0.1% of portfolio›$792.2K
Ritholtz Wealth Management44,003
0.0% of portfolio›$718.1K
Optimist Retirement Group LLC43,456
0.3% of portfolio›$709.2K
Jefferies Financial Group Inc.42,800
0.0% of portfolio›$698.5K
Harbor Capital Advisors, Inc.41,316
0.0% of portfolio›$674
Arizona State Retirement System36,241
0.0% of portfolio›$591.5K
Amalgamated Bank35,781
0.0% of portfolio›$584
Yousif Capital Management, LLC35,048
0.0% of portfolio›$572.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS32,300
0.0% of portfolio›$527.1K
Sterling Capital Management LLC31,237
0.0% of portfolio›$509.8K
Maryland State Retirement & Pension System30,798
0.0% of portfolio›$502.6K
Oregon Public Employees Retirement Fund30,748
0.0% of portfolio›$501.8K
Whalen Wealth Management Inc.30,005
0.2% of portfolio›$489.7K
DekaBank Deutsche Girozentrale29,780
0.0% of portfolio›$495
State of Alaska, Department of Revenue28,570
0.0% of portfolio›$465
Blueprint Investment Partners LLC27,866
0.0% of portfolio›$454.8K
Blueprint Financial Advisors LLC27,866
0.0% of portfolio›$454.8K
Crossmark Global Holdings, Inc.26,034
0.0% of portfolio›$424.9K
Simplicity Wealth,LLC24,008
0.0% of portfolio›$391.8K
Gallacher Capital Management LLC23,805
0.3% of portfolio›$388.5K
Xponance LLC22,540
0.0% of portfolio›$367.9K
First Citizens Bank & Trust Co21,272
0.0% of portfolio›$347.2K
Wealth Enhancement Advisory Services, LLC20,166
0.0% of portfolio›$342.4K
Bison Wealth, LLC19,984
0.0% of portfolio›$338.5K
Plato Investment Management Ltd19,678
0.0% of portfolio›$322.4K
Trail Ridge Investment Advisors, LLC19,282
0.1% of portfolio›$314.7K
Pictet Asset Management Holding SA19,001
0.0% of portfolio›$310.1K
ProShare Advisors LLC18,889
0.0% of portfolio›$308.3K
Swiss Life Asset Management Ltd18,367
0.0% of portfolio›$299.8K
Commonwealth Equity Services, LLC18,047
0.0% of portfolio›$294.5K
Mutual of America Capital Management LLC15,642
0.0% of portfolio›$255.3K
Keybank National Association14,720
0.0% of portfolio›$240.2K
Form Wealth Advisors, LLC14,684
0.0% of portfolio›$239.6K
AlphaCore Capital LLC14,516
0.0% of portfolio›$236.9K
Claro Advisors Inc.13,904
0.0% of portfolio›$226.9K
North Berkeley Wealth Management, LLC13,600
0.1% of portfolio›$222.0K
Praxis Investment Management Inc13,600
0.0% of portfolio›$222
Nisa Investment Advisors, LLC13,497
0.0% of portfolio›$220.3K
Crumly & Associates Inc.12,106
0.0% of portfolio›$197.6K
Fifth Third Wealth Advisors LLC11,759
0.0% of portfolio›$191.9K
Evanson Financial, LLC11,463
0.0% of portfolio›$187.1K
Baron Wealth Management LLC11,198
0.0% of portfolio›$182.7K
Abel Hall, LLC10,182
0.0% of portfolio›$166.2K
Meyer Handelman Co10,000
0.0% of portfolio›$163.2K
Barrett & Company, Inc.8,500
0.0% of portfolio›$138.7K
Parkside Financial Bank & Trust6,848
0.0% of portfolio›$111.8K
KBC Group NV5,392
0.0% of portfolio›$88
Copeland Capital Management, LLC4,838
0.0% of portfolio›$79.0K
Gamma Investing LLC4,771
0.0% of portfolio›$77.9K
Fulcrum Asset Management LLP3,826
0.0% of portfolio›$62.3K
IFP Advisors, Inc3,801
0.0% of portfolio›$62.0K
Versant Capital Management, Inc3,771
0.0% of portfolio›$61.5K
US Bancorp \de\3,437
0.0% of portfolio›$56.1K
Pinnacle Wealth Planning Services, Inc.2,737
0.0% of portfolio›$44.7K
Farther Finance Advisors, LLC2,585
0.0% of portfolio›$42.2K
Cullen T Bankers, Inc.2,260
0.0% of portfolio›$36.9K
Triumph Capital Management2,149
0.0% of portfolio›$35.1K
Wealth Enhancement Trust Services, Inc.1,752
0.0% of portfolio›$28.6K
SBI Securities Co., Ltd.1,644
0.0% of portfolio›$26.8K
Hazlett, Burt & Watson, Inc.1,580
0.0% of portfolio›$26
EverSource Wealth Advisors, LLC1,235
0.0% of portfolio›$20.2K
Southern Michigan Bank & Trust1,200
0.0% of portfolio›$19.6K
Salomon & Ludwin, LLC1,088
0.0% of portfolio›$17.8K
Halbert Hargrove Global Advisors, LLC1,000
0.0% of portfolio›$16.3K
Parallel Advisors, LLC985
0.0% of portfolio›$16.1K
Armstrong Advisory Group, Inc692
0.0% of portfolio›$11.3K
SJS Investment Consulting Inc.684
0.0% of portfolio›$11.2K
TD Waterhouse Canada Inc.500
0.0% of portfolio›$8.3K
Assetmark, Inc495
0.0% of portfolio›$8.1K
Fortitude Family Office, LLC456
0.0% of portfolio›$7.4K
Financial Consulate, Inc440
0.0% of portfolio›$7.2K
Creative Financial Designs Inc414
0.0% of portfolio›$6.8K
Root Financial Partners, LLC248
0.0% of portfolio›$4.0K
Bare Financial Services, Inc163
0.0% of portfolio›$2.7K
Ascentis Wealth Management, LLC154
0.0% of portfolio›$2.5K
Dhjj Financial Advisors, Ltd.135
0.0% of portfolio›$2.2K
Private Wealth Management Group, LLC132
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc130
0.0% of portfolio›$2.1K
MB, Levis & Associates, LLC125
0.0% of portfolio›$2.0K
Larson Financial Group LLC104
0.0% of portfolio›$1.7K
Clayton Financial Group LLC100
0.0% of portfolio›$1.6K
Rosenberg Matthew Hamilton100
0.0% of portfolio›$1.6K
Essential Partners LLC95
0.0% of portfolio›$1.6K
Caitong International Asset Management Co., Ltd94
0.0% of portfolio›$1.5K
Arlington Trust Co LLC67
0.0% of portfolio›$1.1K
Silver Grove Financial Group, Inc.55
0.0% of portfolio›$898
Bayforest Capital Ltd50
0.0% of portfolio›$816
CoreCap Advisors, LLC48
0.0% of portfolio›$783
Cedar Mountain Advisors, LLC43
0.0% of portfolio›$702
Gilpin Wealth Management, LLC39
0.0% of portfolio›$637
UMB Private Wealth Management, LLC24
0.0% of portfolio›$392
JFS Wealth Advisors, LLC24
0.0% of portfolio›$392
Covestor Ltd21
0.0% of portfolio›$0
Davis Capital Management8
0.0% of portfolio›$131
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,457,034$40.1M0.0%IndexLowAustin, TX2026-11-04
Capital Management Corp
2,404,924$39.2M5.9%YieldMediumGlen Allen, VA2026-10-29
Bank of New York Mellon Corp
1,659,150$27.1M0.0%CoreLowNew York, NY2026-11-05
Assenagon Asset Management S.A.
1,309,845$21.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Principal Financial Group Inc
1,186,926$19.4M0.0%CoreLowDes Moines, IA2026-11-02
Hestia Capital Management, LLC
1,124,512$18.4M34.7%YieldMediumCranberry Township, PA2026-11-02
Solidarity Wealth, LLC
707,297$11.5M2.0%CoreMediumLehi, UT2026-10-15
Westside Investment Management, Inc.
596,590$9.7M1.2%GrowthLowSanta Monica, CA2026-11-02
Hennessy Advisors Inc
541,900$8.8M0.3%Deep ValueMediumNovato, CA2026-10-28
Robeco Institutional Asset Management B.V.
272,757$4.5M0.0%CoreMediumRotterdam, Philippines2026-10-20
Simplex Trading, LLC
215,078$3.5M0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
204,865$3.3M0.0%CoreMediumNew York, NY2026-11-04
Kornitzer Capital Management Inc
200,880$3.3M0.1%CoreLowShawnee Mission, KS2026-11-03
Wedge Capital Management L L P
186,923$3.1M0.1%ValueMediumCharlotte, NC2026-10-13
New York State Teachers Retirement System
158,672$2.6K0.0%CoreVery LowAlbany, NY2026-10-22
American Assets Investment Management, LLC
130,000$2.1M0.1%GARPVery LowSan Diego, CA2026-10-30
Jackson Creek Investment Advisors LLC
105,775$1.7K0.0%ValueVery HighCastle Rock, CO2026-11-04
Kestra Advisory Services, LLC
103,661$1.7M0.0%CoreLowAustin, TX2026-11-02
MacKenzie Financial Corp
101,185$1.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Exchange Traded Concepts, LLC
94,475$1.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Achmea Investment Management B.V.
92,492$1.5M0.0%CoreMediumZeist, Philippines2026-10-30
Creative Planning
89,152$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
87,193$1.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Fifth Third Bancorp
86,861$1.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Point Nemo Capital, LLC
83,856$1.4M0.6%GARPVery HighDripping Springs, TX2026-11-03
Wavvest Wealth LLC
82,094$1.3M1.1%ETFN/AChicago, IL2026-10-21
Silver Lake Advisory, LLC
74,546$1.2M0.4%CoreLowCottonwood Heights, UT2026-10-22
State of New Jersey Common Pension Fund D
72,535$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Y-Intercept (Hong Kong) Ltd
70,284$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Cambridge Investment Research Advisors, Inc.
64,991$1.1K0.0%ETFLowFairfield, IA2026-11-02
HB Wealth Management, LLC
63,844$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Illinois Municipal Retirement Fund
63,619$1.0M0.0%CoreMediumOak Brook, IL2026-11-05
TSP Capital Management Group, LLC
60,300$984.1K0.2%Deep ValueVery LowSummit, NJ2026-10-15
Louisiana State Employees Retirement System
58,400$953.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Sigma Planning Corp
54,752$893.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wealth Effects LLC
51,000$832.3K0.2%GrowthLowBoston, MA2026-10-23
Indivisible Partners
49,671$810.6K0.0%GrowthMediumClearwater, FL2026-10-26
State of Wyoming
48,540$792.2K0.1%ValueHighCheyenne, WY2026-10-28
Ritholtz Wealth Management
44,003$718.1K0.0%IndexLowNew York, NY2026-11-05
Optimist Retirement Group LLC
43,456$709.2K0.3%ValueLowBellevue, WA2026-10-30
Jefferies Financial Group Inc.
42,800$698.5K0.0%CoreVery HighNew York, NY2026-11-05
Harbor Capital Advisors, Inc.
41,316$6740.0%ValueHighChicago, IL2026-10-22
Arizona State Retirement System
36,241$591.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
35,781$5840.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
35,048$572.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
32,300$527.1K0.0%CoreLowHarrisburg, PA2026-11-03
Sterling Capital Management LLC
31,237$509.8K0.0%GARPMediumCharlotte, NC2026-10-22
Maryland State Retirement & Pension System
30,798$502.6K0.0%IndexVery LowBaltimore, MD2026-11-05
Oregon Public Employees Retirement Fund
30,748$501.8K0.0%IndexVery LowTigard, OR2026-10-30
Whalen Wealth Management Inc.
30,005$489.7K0.2%GrowthHighLas Vegas, NV2026-10-08
DekaBank Deutsche Girozentrale
29,780$4950.0%CoreLowFrankfurt, Hong Kong2026-10-27
State of Alaska, Department of Revenue
28,570$4650.0%CoreVery LowJuneau, AK2026-10-15
Blueprint Investment Partners LLC
27,866$454.8K0.0%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
27,866$454.8K0.0%GARPMediumGreensboto, NC2026-10-28
Crossmark Global Holdings, Inc.
26,034$424.9K0.0%GARPMediumHouston, TX2026-10-21
Simplicity Wealth,LLC
24,008$391.8K0.0%ETFLowSummit, NJ2026-10-23
Gallacher Capital Management LLC
23,805$388.5K0.3%ValueMediumLone Tree, CO2026-10-30
Xponance LLC
22,540$367.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
First Citizens Bank & Trust Co
21,272$347.2K0.0%CoreMediumRaleigh, NC2026-10-14
Wealth Enhancement Advisory Services, LLC
20,166$342.4K0.0%CoreLowPlymouth, MN2026-10-13
Bison Wealth, LLC
19,984$338.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Plato Investment Management Ltd
19,678$322.4K0.0%CoreLowSydney, China2026-11-05
Trail Ridge Investment Advisors, LLC
19,282$314.7K0.1%CoreLowFort Collins, CO2026-10-16
Pictet Asset Management Holding SA
19,001$310.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
18,889$308.3K0.0%GrowthLowBethesda, MD2026-10-29
Swiss Life Asset Management Ltd
18,367$299.8K0.0%CoreLowZurich, Switzerland2026-11-03
Commonwealth Equity Services, LLC
18,047$294.5K0.0%ETFLowWaltham, MA2026-11-02
Mutual of America Capital Management LLC
15,642$255.3K0.0%IndexLowNew York, NY2026-10-23
Keybank National Association
14,720$240.2K0.0%CoreLowBrooklyn, OH2026-11-04
Form Wealth Advisors, LLC
14,684$239.6K0.0%ETFMediumLake Geneva, WI2026-10-13
AlphaCore Capital LLC
14,516$236.9K0.0%ETFLowLa Jolla, CA2026-11-04
Claro Advisors Inc.
13,904$226.9K0.0%CoreLowBoston, MA2026-11-02
North Berkeley Wealth Management, LLC
13,600$222.0K0.1%ETFMediumBerkeley, CA2026-11-02
Praxis Investment Management Inc
13,600$2220.0%CoreLowGoshen, IN2026-11-03
Nisa Investment Advisors, LLC
13,497$220.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Crumly & Associates Inc.
12,106$197.6K0.0%ETFMediumSpringfield, IL2026-10-07
Fifth Third Wealth Advisors LLC
11,759$191.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Evanson Financial, LLC
11,463$187.1K0.0%ETFN/AMclean, VA2026-10-23
Baron Wealth Management LLC
11,198$182.7K0.0%CoreLowTroy, MI2026-10-27
Abel Hall, LLC
10,182$166.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Meyer Handelman Co
10,000$163.2K0.0%CoreLowRye Brook, NY2026-10-28
Barrett & Company, Inc.
8,500$138.7K0.0%ETFLowProvidence, RI2026-10-22
Parkside Financial Bank & Trust
6,848$111.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
KBC Group NV
5,392$880.0%CoreMediumBrussels, Czech Republic2026-10-22
Copeland Capital Management, LLC
4,838$79.0K0.0%ValueMediumConshohocken, PA2026-10-13
Gamma Investing LLC
4,771$77.9K0.0%IndexVery LowFoster City, CA2026-10-08
Fulcrum Asset Management LLP
3,826$62.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
IFP Advisors, Inc
3,801$62.0K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
3,771$61.5K0.0%GARPLowPhoenix, AZ2026-10-02
US Bancorp \de\
3,437$56.1K0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Wealth Planning Services, Inc.
2,737$44.7K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,585$42.2K0.0%IndexLowSan Francisco, CA2026-10-08
Cullen T Bankers, Inc.
2,260$36.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Triumph Capital Management
2,149$35.1K0.0%ETFMediumDenver, CO2026-10-14
Wealth Enhancement Trust Services, Inc.
1,752$28.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
SBI Securities Co., Ltd.
1,644$26.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hazlett, Burt & Watson, Inc.
1,580$260.0%CoreVery LowWheeling, WV2026-11-04
EverSource Wealth Advisors, LLC
1,235$20.2K0.0%CoreMediumBirmingham, AL2026-11-04
Southern Michigan Bank & Trust
1,200$19.6K0.0%ETFLowColdwater, MI2026-10-19
Salomon & Ludwin, LLC
1,088$17.8K0.0%ETFVery LowRichmond, VA2026-10-29
Halbert Hargrove Global Advisors, LLC
1,000$16.3K0.0%ETFLowLong Beach, CA2026-10-16
Parallel Advisors, LLC
985$16.1K0.0%IndexLowSan Francisco, CA2026-11-03
Armstrong Advisory Group, Inc
692$11.3K0.0%ETFHighNeedham, MA2026-10-09
SJS Investment Consulting Inc.
684$11.2K0.0%ETFVery LowSylvania, OH2026-10-26
TD Waterhouse Canada Inc.
500$8.3K0.0%CoreLowToronto, Australia2026-10-16
Assetmark, Inc
495$8.1K0.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
456$7.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Financial Consulate, Inc
440$7.2K0.0%ETFLowHunt Valley, MD2026-10-23
Creative Financial Designs Inc
414$6.8K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
248$4.0K0.0%ETFMediumEncinitas, CA2026-10-21
Bare Financial Services, Inc
163$2.7K0.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
154$2.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Dhjj Financial Advisors, Ltd.
135$2.2K0.0%ETFVery LowNaperville, IL2026-10-23
Private Wealth Management Group, LLC
132$2.2K0.0%ETFLowPrinceton, NJ2026-10-19
Farmers & Merchants Investments Inc
130$2.1K0.0%CoreVery LowLincoln, NE2026-10-22
MB, Levis & Associates, LLC
125$2.0K0.0%ETFVery LowCenter Valley, PA2026-10-16
Larson Financial Group LLC
104$1.7K0.0%GrowthLowSt Louis, MO2026-11-05
Clayton Financial Group LLC
100$1.6K0.0%ETFLowSt. Louis, MO2026-10-13
Rosenberg Matthew Hamilton
100$1.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Essential Partners LLC
95$1.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
94$1.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Arlington Trust Co LLC
67$1.1K0.0%ETFMediumBirmingham, AL2026-10-20
Silver Grove Financial Group, Inc.
55$8980.0%CoreMediumOrchard Park, NY2026-11-05
Bayforest Capital Ltd
50$8160.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
CoreCap Advisors, LLC
48$7830.0%ETFMediumSouthfield, MI2026-10-08
Cedar Mountain Advisors, LLC
43$7020.0%ETFVery LowLake Oswego, OR2026-10-15
Gilpin Wealth Management, LLC
39$6370.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
24$3920.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
24$3920.0%ETFVery LowHermitage, PA2026-11-03
Covestor Ltd
21$00.0%ValueHighLondon, United Kingdom2026-10-30
Davis Capital Management
8$1310.0%CoreLowJacksonville, FL2026-10-08