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Pool Corp (POOL)

CUSIP: 73278L105 | NYSE | Industrials · Industrial Distribution | Mid Cap | 2133 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/ABlackRock, Inc.4,192,53511.5%+395,920Sep 30, 20264,032,463 sh (Jun 30, 2026)
13GVanguard Capital Management LLC1,863,2865.1%+74,402Sep 30, 20261,536,484 sh (Jun 30, 2026)
13G/ABlackRock, Inc.4,192,535
11.5% of class · Sep 30, 2026+395,920
4,032,463 sh (Jun 30, 2026)
13GVanguard Capital Management LLC1,863,286
5.1% of class · Sep 30, 2026+74,402
1,536,484 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Bank of New York Mellon Corp824,515
0.0% of portfolio›$133.5M
Dimensional Fund Advisors LP551,906
0.0% of portfolio›$89.3M
Deprince Race & Zollo Inc205,035
0.6% of portfolio›$33.2M
Caledonia Investments PLC175,887
3.2% of portfolio›$28.5M
Principal Financial Group Inc172,406
0.0% of portfolio›$27.9M
Eubel Brady & Suttman Asset Management Inc126,142
0.0% of portfolio›$20.4K
Formuepleje A/S114,943
1.5% of portfolio›$18.6M
Waters Parkerson & Co., LLC94,102
0.7% of portfolio›$15.2M
Davenport & Co LLC92,731
0.1% of portfolio›$15.1M
Villere ST Denis J & Co LLC90,703
1.9% of portfolio›$14.7M
Conestoga Capital Advisors, LLC81,144
0.4% of portfolio›$13.1M
Foyston, Gordon & Payne Inc79,859
2.6% of portfolio›$12.9M
Eldred Rock Partners, LLC75,576
2.7% of portfolio›$12.2M
Kinsale Capital Group, Inc.74,046
1.6% of portfolio›$12.0M
Academy Capital Management59,592
1.3% of portfolio›$9.6M
Citigroup Inc57,601
0.0% of portfolio›$9.3M
Fifth Third Bancorp44,399
0.0% of portfolio›$7.2M
New South Capital Management Inc43,341
0.5% of portfolio›$7.0M
Oppenheimer Asset Management Inc.40,081
0.1% of portfolio›$6.5M
EverSource Wealth Advisors, LLC38,400
0.2% of portfolio›$6.2M
Alps Advisors Inc37,896
0.0% of portfolio›$6.1M
Tectonic Advisors LLC36,235
0.3% of portfolio›$5.9M
Allspring Global Investments Holdings, LLC29,779
0.0% of portfolio›$4.8M
King Luther Capital Management Corp29,387
0.0% of portfolio›$4.8M
Montrusco Bolton Investments Inc.26,995
0.1% of portfolio›$4.4M
Guardian Wealth Management, Inc.25,455
2.1% of portfolio›$4.1M
New York State Teachers Retirement System24,544
0.0% of portfolio›$4.0K
Thrivent Financial for Lutherans24,403
0.0% of portfolio›$4.0K
Atria Investments, Inc24,123
0.0% of portfolio›$3.9M
Creative Planning22,206
0.0% of portfolio›$3.6M
Compass Wealth Management LLC20,833
0.6% of portfolio›$3.4M
Regions Financial Corp19,157
0.0% of portfolio›$3.1M
Illinois Municipal Retirement Fund17,263
0.0% of portfolio›$2.8M
Robinson Value Management, Ltd.16,180
1.4% of portfolio›$2.6M
Louisiana State Employees Retirement System15,500
0.0% of portfolio›$2.5M
Stevens Capital Partners15,184
0.4% of portfolio›$2.5M
Truist Financial Corp14,664
0.0% of portfolio›$2.4M
Schwartz Investment Counsel Inc14,000
0.1% of portfolio›$2.3M
Nisa Investment Advisors, LLC12,998
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D11,662
0.0% of portfolio›$1.9M
Maryland State Retirement & Pension System10,175
0.0% of portfolio›$1.6M
Arizona State Retirement System10,011
0.0% of portfolio›$1.6M
Amalgamated Bank9,927
0.0% of portfolio›$1.6K
Yousif Capital Management, LLC9,855
0.0% of portfolio›$1.6M
Thompson Investment Management, Inc.9,225
0.2% of portfolio›$1.5M
Cullen Investment Group, Ltd.8,933
0.2% of portfolio›$1.4M
Concurrent Investment Advisors, LLC8,708
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,562
0.0% of portfolio›$1.4M
Inspire Investing, LLC8,460
0.1% of portfolio›$1.4M
State of Alaska, Department of Revenue8,243
0.0% of portfolio›$1.3K
Oregon Public Employees Retirement Fund8,121
0.0% of portfolio›$1.3M
Imc-Chicago, LLC7,678
0.0% of portfolio›$1.2M
Skylands Capital, LLC7,325
0.2% of portfolio›$1.2M
Elevatus Welath Management6,672
0.3% of portfolio›$1.1M
Wealth Enhancement Advisory Services, LLC6,541
0.0% of portfolio›$1.0M
Anchor Capital Advisors LLC6,062
0.0% of portfolio›$981.3K
Bernzott Capital Advisors5,945
0.4% of portfolio›$962.3K
Strong Tower Advisory Services5,843
0.2% of portfolio›$945.9K
Taylor Frigon Capital Management LLC5,778
0.5% of portfolio›$935.4K
Pictet Asset Management Holding SA5,392
0.0% of portfolio›$872.8K
Ashton Thomas Private Wealth, LLC5,228
0.0% of portfolio›$846.2K
New York Life Investment Management LLC5,153
0.0% of portfolio›$834.1K
Diversify Advisory Services, LLC4,874
0.0% of portfolio›$824.2K
Diversify Wealth Management, LLC4,874
0.0% of portfolio›$824.2K
Coyle Financial Counsel LLC4,585
0.1% of portfolio›$742.2K
Mutual of America Capital Management LLC4,497
0.0% of portfolio›$727.9K
Mitchell & Pahl Private Wealth, LLC4,486
0.3% of portfolio›$726.1K
State of Wyoming3,984
0.1% of portfolio›$644.9K
Diligent Investors, LLC3,740
0.1% of portfolio›$605.4K
Metatron Capital Sicav plc - Metatron Long Term Equity Fund3,400
0.3% of portfolio›$550.4K
CIBC Asset Management Inc3,339
0.0% of portfolio›$540.5K
Canoe Financial LP3,328
0.0% of portfolio›$534.7K
TD Private Client Wealth LLC3,230
0.0% of portfolio›$522.8K
Impact Capital Partners LLC3,206
0.1% of portfolio›$519.0K
US Bancorp \de\3,081
0.0% of portfolio›$498.7K
Sepio Capital, LP2,885
0.0% of portfolio›$467.0K
KBC Group NV2,814
0.0% of portfolio›$456
Meridian Wealth Management, LLC2,661
0.0% of portfolio›$430.8K
Xponance LLC2,610
0.0% of portfolio›$422.5K
B. Metzler seel. Sohn & Co. AG2,530
0.0% of portfolio›$409.5K
Swiss Life Asset Management Ltd2,435
0.0% of portfolio›$394.2K
Evergreen Capital Management LLC2,280
0.0% of portfolio›$369.1K
Fulton Bank, N.A.2,245
0.0% of portfolio›$363.4K
Mission Wealth Management, LP2,237
0.0% of portfolio›$362.2K
Machina Capital S.A.S.2,222
0.1% of portfolio›$359.7K
First National Bank Sioux Falls2,200
0.1% of portfolio›$356.1K
Fulcrum Asset Management LLP2,152
0.0% of portfolio›$349.7K
Virginia Retirement Systems ET Al2,140
0.0% of portfolio›$346.4K
Curated Wealth Partners LLC2,058
0.0% of portfolio›$333.1K
D.A. Davidson & Co.2,052
0.0% of portfolio›$332.2K
Gamma Investing LLC2,024
0.0% of portfolio›$327.6K
Elevation Point Wealth Partners, LLC1,968
0.0% of portfolio›$318.6K
HB Wealth Management, LLC1,962
0.0% of portfolio›$317.6K
First Bank & Trust1,904
0.0% of portfolio›$308.2K
AlphaCore Capital LLC1,889
0.0% of portfolio›$305.8K
Assetmark, Inc1,880
0.0% of portfolio›$304.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,875
0.0% of portfolio›$303.5K
Westhampton Capital, LLC1,875
0.1% of portfolio›$303.5K
Praxis Investment Management Inc1,816
0.0% of portfolio›$294
111 Capital1,773
0.0% of portfolio›$287.0K
Chicago Partners Investment Group LLC1,648
0.0% of portfolio›$328.1K
MGO One Seven LLC1,646
0.0% of portfolio›$266.5K
Apollon Wealth Management, LLC1,633
0.0% of portfolio›$264.3K
Gibbs Wealth Management1,616
0.0% of portfolio›$261.7K
Soltis Investment Advisors LLC1,550
0.0% of portfolio›$250.9K
Prospera Financial Services Inc1,517
0.0% of portfolio›$312.4K
Vise Technologies, Inc.1,489
0.0% of portfolio›$241.1K
Sendero Wealth Management, LLC1,483
0.0% of portfolio›$240.1K
Choreo, LLC1,471
0.0% of portfolio›$238.2K
Commonwealth Equity Services, LLC1,467
0.0% of portfolio›$237.5K
Cambridge Investment Research Advisors, Inc.1,419
0.0% of portfolio›$230
Y.D. More Investments Ltd1,398
0.0% of portfolio›$226.3K
Axxcess Wealth Management, LLC1,350
0.0% of portfolio›$218.5K
Belfer Management LLC1,345
3.7% of portfolio›$217.7K
StoneX Group Inc.1,342
0.0% of portfolio›$249.5K
Kestra Advisory Services, LLC1,328
0.0% of portfolio›$215.0K
Aaron Wealth Advisors LLC1,316
0.0% of portfolio›$213.0K
Gateway Investment Advisers LLC1,305
0.0% of portfolio›$211.2K
Crossmark Global Holdings, Inc.1,252
0.0% of portfolio›$202.7K
Sage Mountain Advisors LLC1,250
0.0% of portfolio›$202.3K
DekaBank Deutsche Girozentrale1,194
0.0% of portfolio›$194
Parallel Advisors, LLC1,192
0.0% of portfolio›$193.0K
Canvas Wealth Advisors, LLC1,160
0.0% of portfolio›$236.8K
Axxion S.A.1,131
0.0% of portfolio›$183.1K
Sterling Capital Management LLC1,017
0.0% of portfolio›$164.6K
Parkside Financial Bank & Trust891
0.0% of portfolio›$144.2K
Financiere des Professionnels - Fonds d'investissement inc.800
0.0% of portfolio›$129.5K
Provenance Wealth Advisors, LLC667
0.0% of portfolio›$108.0K
Hilltop National Bank560
0.0% of portfolio›$90.6K
Signaturefd, LLC538
0.0% of portfolio›$87.1K
Pinnacle Wealth Planning Services, Inc.529
0.0% of portfolio›$85.6K
Mitsubishi UFJ Asset Management Co., Ltd.525
0.0% of portfolio›$84.4K
Strs Ohio484
0.0% of portfolio›$78.3K
Farther Finance Advisors, LLC444
0.0% of portfolio›$71.9K
Mcdonald Partners LLC429
0.0% of portfolio›$69.4K
SJS Investment Consulting Inc.370
0.0% of portfolio›$59.9K
SBI Securities Co., Ltd.365
0.0% of portfolio›$59.1K
Salomon & Ludwin, LLC320
0.0% of portfolio›$51.8K
Versant Capital Management, Inc315
0.0% of portfolio›$51.0K
Blue Trust, Inc.223
0.0% of portfolio›$36.1K
Root Financial Partners, LLC219
0.0% of portfolio›$35.5K
Elyxium Wealth, LLC202
0.0% of portfolio›$32.7K
Private Trust Co NA199
0.0% of portfolio›$32.2K
CX Institutional187
0.0% of portfolio›$30
Mather Group, Llc.158
0.0% of portfolio›$25.6K
Putney Financial Group LLC153
0.0% of portfolio›$24.8K
Essential Partners LLC145
0.0% of portfolio›$23.5K
V-Square Quantitative Management LLC127
0.0% of portfolio›$20.6K
Proathlete Wealth Management LLC122
0.0% of portfolio›$19.7K
Heritage Family Offices, LLP120
0.0% of portfolio›$19.5K
CoreCap Advisors, LLC105
0.0% of portfolio›$17.1K
First Horizon Corp99
0.0% of portfolio›$16.0K
Elevation Wealth Partners, LLC95
0.0% of portfolio›$15.4K
MV Capital Management, Inc.95
0.0% of portfolio›$15.4K
Bare Financial Services, Inc89
0.0% of portfolio›$14.4K
Ashurst Perkins Coie Trust Co88
0.0% of portfolio›$14.2K
Leonteq Securities AG87
0.0% of portfolio›$14.1K
American National Bank & Trust84
0.0% of portfolio›$13.6K
Mirae Asset Global Investments Co., Ltd.82
0.0% of portfolio›$13.3K
MassMutual Private Wealth & Trust, FSB75
0.0% of portfolio›$12.1K
Larson Financial Group LLC68
0.0% of portfolio›$11.0K
GK Wealth Management LLC67
0.0% of portfolio›$10.8K
Rossby Financial, LCC64
0.0% of portfolio›$10.4K
Golden State Wealth Management, LLC63
0.0% of portfolio›$10.3K
Central Trust Co62
0.0% of portfolio›$10.0K
Activest Wealth Management60
0.0% of portfolio›$9.7K
IFP Advisors, Inc59
0.0% of portfolio›$9.6K
UMB Private Wealth Management, LLC59
0.0% of portfolio›$9.6K
Entrust Financial LLC58
0.0% of portfolio›$9.4K
James T. Borello RIA51
0.0% of portfolio›$8.3K
Ascentis Independent Advisors45
0.0% of portfolio›$7.3K
Wilmington Savings Fund Society, FSB45
0.0% of portfolio›$7.3K
Rakuten Securities, Inc.42
0.0% of portfolio›$6.8K
Caitong International Asset Management Co., Ltd41
0.0% of portfolio›$6.6K
WPG Advisers, LLC41
0.0% of portfolio›$6.6K
Cullen T Bankers, Inc.41
0.0% of portfolio›$6.6K
Silver Grove Financial Group, Inc.39
0.0% of portfolio›$6.3K
Covestor Ltd35
0.0% of portfolio›$6
Citizens National Bank Trust Department35
0.0% of portfolio›$5.7K
Farmers & Merchants Investments Inc31
0.0% of portfolio›$5.0K
Manchester Capital Management LLC31
0.0% of portfolio›$5.0K
True Wealth Design, LLC30
0.0% of portfolio›$4.9K
Ascentis Wealth Management, LLC27
0.0% of portfolio›$4.4K
Spire Wealth Management22
0.0% of portfolio›$3.6K
Private Wealth Management Group, LLC22
0.0% of portfolio›$3.6K
Ares Financial Consulting, LLC20
0.0% of portfolio›$3.2K
Advocate Investing Services LLC19
0.0% of portfolio›$3.1K
Pacific Center for Financial Services18
0.0% of portfolio›$2.9K
Rational Advisors, Inc.16
0.0% of portfolio›$2.6K
Birch Financial Group, LLC16
0.0% of portfolio›$2.5K
Wolff Wiese Magana LLC15
0.0% of portfolio›$2.4K
High Note Wealth, LLC13
0.0% of portfolio›$2.1K
Bayban12
0.0% of portfolio›$2.6K
Buck Wealth Strategies, LLC11
0.0% of portfolio›$1.8K
TD Waterhouse Canada Inc.11
0.0% of portfolio›$1.8K
Marquette Asset Management, LLC9
0.0% of portfolio›$1.5K
Downshift Financial, LLC9
0.0% of portfolio›$1.5K
Concord Wealth Partners9
0.0% of portfolio›$1.5K
Your Advocates Ltd., LLP8
0.0% of portfolio›$1.3K
Cromwell Holdings LLC8
0.0% of portfolio›$1.3K
Financial Network Wealth Advisors LLC8
0.0% of portfolio›$1.4K
North Star Investment Management Corp.7
0.0% of portfolio›$1.1K
Noble Wealth Management PBC6
0.0% of portfolio›$971
Gilpin Wealth Management, LLC6
0.0% of portfolio›$972
Planning Strategies Inc.5
0.0% of portfolio›$809
GoalVest Advisory LLC5
0.0% of portfolio›$809
Cedar Mountain Advisors, LLC5
0.0% of portfolio›$809
Owl Creek Wealth Partners LLC5
0.0% of portfolio›$810
Signature Equity Partners, LLC4
0.0% of portfolio›$647
Brown, Lisle Ings, Inc.4
0.0% of portfolio›$647
American Capital Advisory, LLC4
0.0% of portfolio›$648
Davis Capital Management3
0.0% of portfolio›$486
Horizon Financial Services, LLC3
0.0% of portfolio›$486
Quaker Wealth Management, LLC3
0.0% of portfolio›$486
Asset Dedication, LLC2
0.0% of portfolio›$324
JFS Wealth Advisors, LLC2
0.0% of portfolio›$324
Fortitude Family Office, LLC2
0.0% of portfolio›$324
Abound Wealth Management2
0.0% of portfolio›$324
Hughes Financial Services, LLC2
0.0% of portfolio›$408
Country Trust Bank2
0.0% of portfolio›$324
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$162
Polaris Financial Partners1
0.0% of portfolio›$0
Wealth Enhancement Trust Services, Inc.1
0.0% of portfolio›$162
DecisionPoint Financial, LLC1
0.0% of portfolio›$161
Balance Wealth Partners LLC1
0.0% of portfolio›$85
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$162
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
824,515$133.5M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
551,906$89.3M0.0%IndexLowAustin, TX2026-11-04
Deprince Race & Zollo Inc
205,035$33.2M0.6%Deep ValueHighWinter Park, FL2026-10-13
Caledonia Investments PLC
175,887$28.5M3.2%CoreVery LowLondon England, United Kingdom2026-10-13
Principal Financial Group Inc
172,406$27.9M0.0%CoreLowDes Moines, IA2026-11-02
Eubel Brady & Suttman Asset Management Inc
126,142$20.4K0.0%Deep ValueMediumMiamisburg, OH2026-11-04
Formuepleje A/S
114,943$18.6M1.5%CoreMediumAarhus C, Greece2026-10-15
Waters Parkerson & Co., LLC
94,102$15.2M0.7%CoreVery LowNew Orleans, LA2026-11-04
Davenport & Co LLC
92,731$15.1M0.1%CoreMediumRichmond, VA2026-10-14
Villere ST Denis J & Co LLC
90,703$14.7M1.9%ValueVery LowNew Orleans, LA2026-11-04
Conestoga Capital Advisors, LLC
81,144$13.1M0.4%CoreLowWayne, PA2026-11-02
Foyston, Gordon & Payne Inc
79,859$12.9M2.6%CoreMediumToronto, Australia2026-11-02
Eldred Rock Partners, LLC
75,576$12.2M2.7%ValueMediumSan Antonio, TX2026-10-13
Kinsale Capital Group, Inc.
74,046$12.0M1.6%ValueLowRichmond, VA2026-11-04
Academy Capital Management
59,592$9.6M1.3%CoreLowWaco, TX2026-11-05
Citigroup Inc
57,601$9.3M0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
44,399$7.2M0.0%IndexVery LowCincinnati, OH2026-11-05
New South Capital Management Inc
43,341$7.0M0.5%ValueLowMemphis, TN2026-11-05
Oppenheimer Asset Management Inc.
40,081$6.5M0.1%CoreMediumNew York, NY2026-10-27
EverSource Wealth Advisors, LLC
38,400$6.2M0.2%CoreMediumBirmingham, AL2026-11-04
Alps Advisors Inc
37,896$6.1M0.0%YieldLowDenver, CO2026-11-03
Tectonic Advisors LLC
36,235$5.9M0.3%YieldLowFrisco, TX2026-10-22
Allspring Global Investments Holdings, LLC
29,779$4.8M0.0%CoreMediumCharlotte, NC2026-11-04
King Luther Capital Management Corp
29,387$4.8M0.0%CoreLowFort Worth, TX2026-11-05
Montrusco Bolton Investments Inc.
26,995$4.4M0.1%GrowthMediumMontreal, Austria2026-10-13
Guardian Wealth Management, Inc.
25,455$4.1M2.1%GARPMediumPeoria, IL2026-10-30
New York State Teachers Retirement System
24,544$4.0K0.0%CoreVery LowAlbany, NY2026-10-22
Thrivent Financial for Lutherans
24,403$4.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Atria Investments, Inc
24,123$3.9M0.0%CoreMediumCharlotte, NC2026-10-15
Creative Planning
22,206$3.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Compass Wealth Management LLC
20,833$3.4M0.6%GARPLowGuilford, CT2026-10-22
Regions Financial Corp
19,157$3.1M0.0%CoreLowBirmingham, AL2026-11-05
Illinois Municipal Retirement Fund
17,263$2.8M0.0%CoreMediumOak Brook, IL2026-11-05
Robinson Value Management, Ltd.
16,180$2.6M1.4%YieldHighSan Antonio, TX2026-10-20
Louisiana State Employees Retirement System
15,500$2.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Stevens Capital Partners
15,184$2.5M0.4%ETFVery LowOmaha, NE2026-10-29
Truist Financial Corp
14,664$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Schwartz Investment Counsel Inc
14,000$2.3M0.1%GrowthMediumPlymouth, MI2026-10-26
Nisa Investment Advisors, LLC
12,998$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
State of New Jersey Common Pension Fund D
11,662$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Maryland State Retirement & Pension System
10,175$1.6M0.0%IndexVery LowBaltimore, MD2026-11-05
Arizona State Retirement System
10,011$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
9,927$1.6K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
9,855$1.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Thompson Investment Management, Inc.
9,225$1.5M0.2%ValueMediumMadison, WI2026-10-14
Cullen Investment Group, Ltd.
8,933$1.4M0.2%CoreLowLafayette, LA2026-10-13
Concurrent Investment Advisors, LLC
8,708$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,562$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
Inspire Investing, LLC
8,460$1.4M0.1%GARPHighMeridian, ID2026-10-22
State of Alaska, Department of Revenue
8,243$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
8,121$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Imc-Chicago, LLC
7,678$1.2M0.0%GARPVery HighChicago, IL2026-11-05
Skylands Capital, LLC
7,325$1.2M0.2%ValueMediumMilwaukee, WI2026-10-21
Elevatus Welath Management
6,672$1.1M0.3%GrowthHighVictor, NY2026-10-19
Wealth Enhancement Advisory Services, LLC
6,541$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Anchor Capital Advisors LLC
6,062$981.3K0.0%ValueMediumBoston, MA2026-11-05
Bernzott Capital Advisors
5,945$962.3K0.4%YieldMediumCamarillo, CA2026-10-29
Strong Tower Advisory Services
5,843$945.9K0.2%CoreMediumMinneapolis, MN2026-10-13
Taylor Frigon Capital Management LLC
5,778$935.4K0.5%GrowthMediumScottsdale, AZ2026-10-23
Pictet Asset Management Holding SA
5,392$872.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Ashton Thomas Private Wealth, LLC
5,228$846.2K0.0%CoreMediumScottsdale, AZ2026-11-03
New York Life Investment Management LLC
5,153$834.1K0.0%GrowthLowNew York, NY2026-11-04
Diversify Advisory Services, LLC
4,874$824.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,874$824.2K0.0%GrowthMediumSandy, UT2026-10-20
Coyle Financial Counsel LLC
4,585$742.2K0.1%ETFVery LowGlenview, IL2026-10-28
Mutual of America Capital Management LLC
4,497$727.9K0.0%IndexLowNew York, NY2026-10-23
Mitchell & Pahl Private Wealth, LLC
4,486$726.1K0.3%CoreVery LowOklahoma City, OK2026-10-14
State of Wyoming
3,984$644.9K0.1%ValueHighCheyenne, WY2026-10-28
Diligent Investors, LLC
3,740$605.4K0.1%CoreLowRedlands, CA2026-10-21
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
3,400$550.4K0.3%GrowthN/ABirkirkara, O12026-11-04
CIBC Asset Management Inc
3,339$540.5K0.0%GARPLowToronto, South Africa2026-11-05
Canoe Financial LP
3,328$534.7K0.0%ValueMediumCalgary, Abu Dhabi2026-10-21
TD Private Client Wealth LLC
3,230$522.8K0.0%ETFLowNew York, NY2026-10-28
Impact Capital Partners LLC
3,206$519.0K0.1%GrowthLowGreenwood Village, CO2026-10-22
US Bancorp \de\
3,081$498.7K0.0%IndexLowMinneapolis, MN2026-11-05
Sepio Capital, LP
2,885$467.0K0.0%ETFLowSalt Lake City, UT2026-10-22
KBC Group NV
2,814$4560.0%CoreMediumBrussels, Czech Republic2026-10-22
Meridian Wealth Management, LLC
2,661$430.8K0.0%GrowthLowLexington, KY2026-11-05
Xponance LLC
2,610$422.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
B. Metzler seel. Sohn & Co. AG
2,530$409.5K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Swiss Life Asset Management Ltd
2,435$394.2K0.0%CoreLowZurich, Switzerland2026-11-03
Evergreen Capital Management LLC
2,280$369.1K0.0%GARPMediumBellevue, WA2026-10-23
Fulton Bank, N.A.
2,245$363.4K0.0%CoreLowLancaster, PA2026-10-14
Mission Wealth Management, LP
2,237$362.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Machina Capital S.A.S.
2,222$359.7K0.1%ValueVery HighParis, India2026-11-05
First National Bank Sioux Falls
2,200$356.1K0.1%ETFVery LowSioux Falls, SD2026-10-13
Fulcrum Asset Management LLP
2,152$349.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Virginia Retirement Systems ET Al
2,140$346.4K0.0%CoreMediumRichmond, VA2026-10-28
Curated Wealth Partners LLC
2,058$333.1K0.0%GARPLowEl Segundo, CA2026-10-15
D.A. Davidson & Co.
2,052$332.2K0.0%CoreLowGreat Falls, MT2026-10-28
Gamma Investing LLC
2,024$327.6K0.0%IndexVery LowFoster City, CA2026-10-08
Elevation Point Wealth Partners, LLC
1,968$318.6K0.0%CoreHighDenver, CO2026-11-05
HB Wealth Management, LLC
1,962$317.6K0.0%IndexVery LowAtlanta, GA2026-10-23
First Bank & Trust
1,904$308.2K0.0%CoreLowBrookings, SD2026-10-19
AlphaCore Capital LLC
1,889$305.8K0.0%ETFLowLa Jolla, CA2026-11-04
Assetmark, Inc
1,880$304.2K0.0%ETFLowConcord, CA2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,875$303.5K0.0%GrowthVery LowBoston, MA2026-10-23
Westhampton Capital, LLC
1,875$303.5K0.1%CoreVery LowWinston-Salem, NC2026-10-30
Praxis Investment Management Inc
1,816$2940.0%CoreLowGoshen, IN2026-11-03
111 Capital
1,773$287.0K0.0%CoreVery HighParis, India2026-11-03
Chicago Partners Investment Group LLC
1,648$328.1K0.0%GARPLowChicago, IL2026-10-27
MGO One Seven LLC
1,646$266.5K0.0%GrowthLowBeachwood, OH2026-10-28
Apollon Wealth Management, LLC
1,633$264.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Gibbs Wealth Management
1,616$261.7K0.0%CoreLowAlpharetta, GA2026-10-22
Soltis Investment Advisors LLC
1,550$250.9K0.0%CoreMediumSt. George, UT2026-10-28
Prospera Financial Services Inc
1,517$312.4K0.0%CoreMediumDallas, TX2026-11-04
Vise Technologies, Inc.
1,489$241.1K0.0%IndexLowNew York, NY2026-10-29
Sendero Wealth Management, LLC
1,483$240.1K0.0%GARPLowSan Antonio, TX2026-10-14
Choreo, LLC
1,471$238.2K0.0%IndexLowRockford, IL2026-10-28
Commonwealth Equity Services, LLC
1,467$237.5K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
1,419$2300.0%ETFLowFairfield, IA2026-11-02
Y.D. More Investments Ltd
1,398$226.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Axxcess Wealth Management, LLC
1,350$218.5K0.0%CoreLowCarlsbad, CA2026-10-21
Belfer Management LLC
1,345$217.7K3.7%MomentumLowNew York, NY2026-11-05
StoneX Group Inc.
1,342$249.5K0.0%ETFMediumNew York, NY2026-11-03
Kestra Advisory Services, LLC
1,328$215.0K0.0%CoreLowAustin, TX2026-11-02
Aaron Wealth Advisors LLC
1,316$213.0K0.0%GrowthMediumChicago, IL2026-10-13
Gateway Investment Advisers LLC
1,305$211.2K0.0%GrowthLowCincinnati, OH2026-10-13
Crossmark Global Holdings, Inc.
1,252$202.7K0.0%GARPMediumHouston, TX2026-10-21
Sage Mountain Advisors LLC
1,250$202.3K0.0%ETFLowAtlanta, GA2026-11-02
DekaBank Deutsche Girozentrale
1,194$1940.0%CoreLowFrankfurt, Hong Kong2026-10-27
Parallel Advisors, LLC
1,192$193.0K0.0%IndexLowSan Francisco, CA2026-11-03
Canvas Wealth Advisors, LLC
1,160$236.8K0.0%GrowthLowShawnee, KS2026-11-02
Axxion S.A.
1,131$183.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Sterling Capital Management LLC
1,017$164.6K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
891$144.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
800$129.5K0.0%GrowthHighMontreal, Austria2026-11-03
Provenance Wealth Advisors, LLC
667$108.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Hilltop National Bank
560$90.6K0.0%CoreLowCasper, WY2026-10-14
Signaturefd, LLC
538$87.1K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
529$85.6K0.0%GARPLowMansfield, OH2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
525$84.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Strs Ohio
484$78.3K0.0%CoreMediumColumbus, OH2026-10-30
Farther Finance Advisors, LLC
444$71.9K0.0%IndexLowSan Francisco, CA2026-10-08
Mcdonald Partners LLC
429$69.4K0.0%CoreLowCleveland, OH2026-11-03
SJS Investment Consulting Inc.
370$59.9K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
365$59.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Salomon & Ludwin, LLC
320$51.8K0.0%ETFVery LowRichmond, VA2026-10-29
Versant Capital Management, Inc
315$51.0K0.0%GARPLowPhoenix, AZ2026-10-02
Blue Trust, Inc.
223$36.1K0.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
219$35.5K0.0%ETFMediumEncinitas, CA2026-10-21
Elyxium Wealth, LLC
202$32.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Private Trust Co NA
199$32.2K0.0%CoreLowCleveland, OH2026-10-20
CX Institutional
187$300.0%CoreMediumAuburn, IN2026-10-02
Mather Group, Llc.
158$25.6K0.0%ETFMediumChicago, IL2026-10-14
Putney Financial Group LLC
153$24.8K0.0%GrowthLowSan Rafael, CA2026-10-30
Essential Partners LLC
145$23.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
V-Square Quantitative Management LLC
127$20.6K0.0%CoreLowChicago, IL2026-10-15
Proathlete Wealth Management LLC
122$19.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Heritage Family Offices, LLP
120$19.5K0.0%GrowthHighScottsdale, AZ2026-11-02
CoreCap Advisors, LLC
105$17.1K0.0%ETFMediumSouthfield, MI2026-10-08
First Horizon Corp
99$16.0K0.0%CoreLowMemphis, TN2026-10-26
Elevation Wealth Partners, LLC
95$15.4K0.0%ETFLowWalnut Creek, CA2026-10-07
MV Capital Management, Inc.
95$15.4K0.0%ETFLowBethesda, MD2026-10-29
Bare Financial Services, Inc
89$14.4K0.0%ETFVery LowGap, PA2026-11-04
Ashurst Perkins Coie Trust Co
88$14.2K0.0%CoreVery LowSeattle, WA2026-10-15
Leonteq Securities AG
87$14.1K0.0%CoreHighZurich, Switzerland2026-10-29
American National Bank & Trust
84$13.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
Mirae Asset Global Investments Co., Ltd.
82$13.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
MassMutual Private Wealth & Trust, FSB
75$12.1K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
68$11.0K0.0%GrowthLowSt Louis, MO2026-11-05
GK Wealth Management LLC
67$10.8K0.0%GARPVery HighReno, NV2026-10-09
Rossby Financial, LCC
64$10.4K0.0%ETFMediumMelbourne, FL2026-11-05
Golden State Wealth Management, LLC
63$10.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Central Trust Co
62$10.0K0.0%CoreLowJefferson City, MO2026-11-05
Activest Wealth Management
60$9.7K0.0%ETFLowAventura, FL2026-10-15
IFP Advisors, Inc
59$9.6K0.0%GrowthLowTampa, FL2026-10-16
UMB Private Wealth Management, LLC
59$9.6K0.0%GrowthN/AKansas City, MO2026-10-19
Entrust Financial LLC
58$9.4K0.0%ETFLowWayne, PA2026-11-04
James T. Borello RIA
51$8.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Ascentis Independent Advisors
45$7.3K0.0%ETFLowDallas, TX2026-11-03
Wilmington Savings Fund Society, FSB
45$7.3K0.0%CoreLowWilmington, DE2026-10-23
Rakuten Securities, Inc.
42$6.8K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Caitong International Asset Management Co., Ltd
41$6.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
WPG Advisers, LLC
41$6.6K0.0%CoreLowBaltimore, MD2026-10-27
Cullen T Bankers, Inc.
41$6.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Silver Grove Financial Group, Inc.
39$6.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
35$60.0%ValueHighLondon, United Kingdom2026-10-30
Citizens National Bank Trust Department
35$5.7K0.0%CoreVery LowMeridian, MS2026-11-04
Farmers & Merchants Investments Inc
31$5.0K0.0%CoreVery LowLincoln, NE2026-10-22
Manchester Capital Management LLC
31$5.0K0.0%CoreLowManchester, VT2026-10-22
True Wealth Design, LLC
30$4.9K0.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
27$4.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Spire Wealth Management
22$3.6K0.0%GrowthMediumMclean, VA2026-10-30
Private Wealth Management Group, LLC
22$3.6K0.0%ETFLowPrinceton, NJ2026-10-19
Ares Financial Consulting, LLC
20$3.2K0.0%CoreLowCalabasas, CA2026-10-19
Advocate Investing Services LLC
19$3.1K0.0%ETFLowWoodbine, MD2026-10-26
Pacific Center for Financial Services
18$2.9K0.0%ETFMediumDanville, CA2026-10-15
Rational Advisors, Inc.
16$2.6K0.0%ETFMediumSan Juan, PR2026-11-02
Birch Financial Group, LLC
16$2.5K0.0%CoreLowKeene, NH2026-10-27
Wolff Wiese Magana LLC
15$2.4K0.0%GrowthLowCarslbad, CA2026-10-15
High Note Wealth, LLC
13$2.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Bayban
12$2.6K0.0%ValueLowBayport, MN2026-11-05
Buck Wealth Strategies, LLC
11$1.8K0.0%ValueMediumDenver, CO2026-10-28
TD Waterhouse Canada Inc.
11$1.8K0.0%CoreLowToronto, Australia2026-10-16
Marquette Asset Management, LLC
9$1.5K0.0%ETFVery LowMinneapolis, MN2026-10-09
Downshift Financial, LLC
9$1.5K0.0%ETFLowBoulder, CO2026-10-13
Concord Wealth Partners
9$1.5K0.0%GrowthLowAbingdon, VA2026-11-02
Your Advocates Ltd., LLP
8$1.3K0.0%ETFLowHouston, TX2026-11-03
Cromwell Holdings LLC
8$1.3K0.0%IndexLowJackson, WY2026-10-28
Financial Network Wealth Advisors LLC
8$1.4K0.0%ETFLowMurray, UT2026-10-28
North Star Investment Management Corp.
7$1.1K0.0%CoreLowChicago, IL2026-10-27
Noble Wealth Management PBC
6$9710.0%YieldMediumGreenwood Village, CO2026-10-01
Gilpin Wealth Management, LLC
6$9720.0%GrowthLowDenver, CO2026-10-09
Planning Strategies Inc.
5$8090.0%ETFN/ALancaster, PA2026-10-02
GoalVest Advisory LLC
5$8090.0%ETFMediumNew York, NY2026-10-02
Cedar Mountain Advisors, LLC
5$8090.0%ETFVery LowLake Oswego, OR2026-10-15
Owl Creek Wealth Partners LLC
5$8100.0%IndexLowGreenwood Village, CO2026-10-20
Signature Equity Partners, LLC
4$6470.0%GrowthMediumColumbus, OH2026-10-29
Brown, Lisle Ings, Inc.
4$6470.0%CoreVery LowProvidence, RI2026-10-16
American Capital Advisory, LLC
4$6480.0%ETFLowKetchum, ID2026-10-28
Davis Capital Management
3$4860.0%CoreLowJacksonville, FL2026-10-08
Horizon Financial Services, LLC
3$4860.0%ETFLowWinston Salem, NC2026-11-04
Quaker Wealth Management, LLC
3$4860.0%ETFMediumMoorestown, NJ2026-10-22
Asset Dedication, LLC
2$3240.0%ETFLowSan Francisco, CA2026-11-03
JFS Wealth Advisors, LLC
2$3240.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
2$3240.0%ETFMediumScottsdale, AZ2026-10-14
Abound Wealth Management
2$3240.0%ETFVery LowFranklin, TN2026-10-26
Hughes Financial Services, LLC
2$4080.0%ETFLowHerndon, VA2026-10-30
Country Trust Bank
2$3240.0%GrowthLowBloomington, IL2026-10-30
DiNuzzo Private Wealth, Inc.
1$1620.0%ETFLowBeaver, PA2026-10-16
Polaris Financial Partners
1$00.0%GrowthN/AWesterville, OH2026-10-02
Wealth Enhancement Trust Services, Inc.
1$1620.0%GrowthMediumSioux Falls, SD2026-10-07
DecisionPoint Financial, LLC
1$1610.0%ETFVery LowMesa, AZ2026-10-27
Balance Wealth Partners LLC
1$850.0%ETFMediumWorthington, OH2026-10-27
Bay Harbor Wealth Management, LLC
1$1620.0%ETFMediumHunt Valley, MD2026-11-03