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Popular Inc (BPOP)

CUSIP: 733174700 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1256 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,860,097
0.1% of portfolio›$444.6M
Polaris Capital Management, LLC506,941
8.3% of portfolio›$78.8M
MacKenzie Financial Corp330,632
0.1% of portfolio›$51.4M
Bank of New York Mellon Corp317,571
0.0% of portfolio›$49.4M
Crossmark Global Holdings, Inc.161,228
0.3% of portfolio›$25.1M
Arbejdsmarkedets Tillaegspension152,300
0.6% of portfolio›$23.7M
Copeland Capital Management, LLC152,222
0.5% of portfolio›$23.7M
Allspring Global Investments Holdings, LLC133,972
0.0% of portfolio›$21.0M
Assenagon Asset Management S.A.120,806
0.0% of portfolio›$18.8M
M&G Plc99,226
0.1% of portfolio›$15.4M
Citigroup Inc96,473
0.0% of portfolio›$15.0M
Penn Capital Management Company, LLC68,679
0.8% of portfolio›$10.7M
Ritholtz Wealth Management57,129
0.1% of portfolio›$8.9M
BI Asset Management Fondsmaeglerselskab A/S48,828
0.0% of portfolio›$7.6K
Wealth Enhancement Advisory Services, LLC44,392
0.0% of portfolio›$6.2M
Signaturefd, LLC42,371
0.1% of portfolio›$6.6M
Insight Wealth Strategies, LLC41,514
0.6% of portfolio›$6.5M
Illinois Municipal Retirement Fund40,647
0.1% of portfolio›$6.3M
Moody Aldrich Partners LLC36,744
1.1% of portfolio›$5.7M
Virginia Retirement Systems ET Al31,250
0.0% of portfolio›$4.9M
Monument Capital Management25,435
0.8% of portfolio›$4.0M
Artemis Investment Management LLP23,689
0.0% of portfolio›$3.7M
Oppenheimer Asset Management Inc.23,587
0.0% of portfolio›$3.7M
Wedge Capital Management L L P21,569
0.1% of portfolio›$3.4M
Y-Intercept (Hong Kong) Ltd21,565
0.1% of portfolio›$3.4M
Commonwealth Equity Services, LLC21,107
0.0% of portfolio›$3.3M
Jcsd Capital, LLC19,600
4.8% of portfolio›$3.0M
State of New Jersey Common Pension Fund D19,109
0.0% of portfolio›$3.0M
Arizona State Retirement System18,177
0.0% of portfolio›$2.8M
Burney Co/17,036
0.1% of portfolio›$2.6M
Creative Planning16,682
0.0% of portfolio›$2.6M
Thrivent Financial for Lutherans15,619
0.0% of portfolio›$2.4K
Inspire Investing, LLC15,405
0.1% of portfolio›$2.4M
Mirae Asset Global Investments Co., Ltd.14,233
0.0% of portfolio›$2.2M
Goelzer Investment Management, Inc.13,557
0.1% of portfolio›$2.1M
Oak Thistle LLC12,827
0.2% of portfolio›$2.0M
Harbor Capital Advisors, Inc.12,178
0.0% of portfolio›$1.9K
Vest Financial, LLC11,753
0.0% of portfolio›$1.8M
DekaBank Deutsche Girozentrale11,200
0.0% of portfolio›$1.8K
Unison Advisors LLC10,030
0.1% of portfolio›$1.6M
Pictet Asset Management Holding SA9,988
0.0% of portfolio›$1.6M
Atria Investments, Inc9,256
0.0% of portfolio›$1.4M
New York Life Investment Management LLC9,168
0.0% of portfolio›$1.4M
Brighton Jones LLC9,103
0.0% of portfolio›$1.4M
Summit Global Investments9,066
0.0% of portfolio›$1.4K
Ethic Inc.8,392
0.0% of portfolio›$1.3M
111 Capital8,234
0.2% of portfolio›$1.3M
J. L. Bainbridge & Co., Inc.8,116
0.1% of portfolio›$1.3M
Abacus Planning Group, Inc.7,311
0.1% of portfolio›$1.1M
Veery Capital, LLC6,235
0.3% of portfolio›$969.2K
Swiss Life Asset Management Ltd6,079
0.0% of portfolio›$945.0K
Sterling Capital Management LLC5,953
0.0% of portfolio›$925.4K
Vise Technologies, Inc.5,667
0.0% of portfolio›$880.9K
HB Wealth Management, LLC5,492
0.0% of portfolio›$819.8K
Penbrook Management LLC5,300
0.5% of portfolio›$823.9K
Salzhauer Michael5,142
0.3% of portfolio›$799.2K
Xponance LLC4,919
0.0% of portfolio›$764.7K
Truist Financial Corp4,900
0.0% of portfolio›$761.7K
Machina Capital S.A.S.4,686
0.1% of portfolio›$728.4K
NorthCrest Asset Manangement, LLC4,674
0.0% of portfolio›$728.2K
Wedmont Private Capital4,668
0.0% of portfolio›$727.2K
Nfsg Corp4,662
0.1% of portfolio›$724.7K
Krilogy Financial LLC4,497
0.0% of portfolio›$703.6K
Founders Financial Securities LLC4,346
0.0% of portfolio›$675.6K
CenterBook Partners LP4,251
0.0% of portfolio›$660.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,099
0.0% of portfolio›$637.2K
Avory & Company, LLC4,000
0.8% of portfolio›$621.8K
Compound Planning, Inc.3,918
0.0% of portfolio›$609.1K
Lanark Financial, Inc.3,908
0.0% of portfolio›$607.5K
US Bancorp \de\3,845
0.0% of portfolio›$597.7K
Daiwa Securities Group Inc.3,840
0.0% of portfolio›$596.9K
Kathmere Capital Management, LLC3,827
0.0% of portfolio›$594.9K
Maryland State Retirement & Pension System3,758
0.0% of portfolio›$584.2K
Baron Wealth Management LLC3,686
0.1% of portfolio›$573.0K
Chicago Partners Investment Group LLC3,537
0.0% of portfolio›$563.2K
Alps Advisors Inc3,503
0.0% of portfolio›$544.5K
Olympiad Research LP3,495
0.7% of portfolio›$543.3K
AlphaCore Capital LLC3,438
0.0% of portfolio›$536.9K
HUB Investment Partners, LLC3,264
0.0% of portfolio›$507.4K
LVW Advisors, LLC3,094
0.0% of portfolio›$481.0K
Bath Savings Trust Co3,059
0.0% of portfolio›$475.5K
Financiere des Professionnels - Fonds d'investissement inc.3,004
0.0% of portfolio›$467.0K
Concurrent Investment Advisors, LLC2,962
0.0% of portfolio›$460.4K
Amalgamated Bank2,923
0.0% of portfolio›$454
Park Avenue Securities LLC2,820
0.0% of portfolio›$438
Sumitomo Mitsui Trust Group, Inc.2,800
0.0% of portfolio›$435.3K
Cambridge Investment Research Advisors, Inc.2,647
0.0% of portfolio›$411
EverSource Wealth Advisors, LLC2,519
0.0% of portfolio›$391.6K
Axxcess Wealth Management, LLC2,321
0.0% of portfolio›$360.8K
Versant Capital Management, Inc2,309
0.0% of portfolio›$358.9K
Certuity, LLC2,265
0.0% of portfolio›$352.1K
Meridian Investment Counsel Inc.2,250
0.1% of portfolio›$349.8K
Sagespring Wealth Partners, LLC2,234
0.0% of portfolio›$347.3K
Achmea Investment Management B.V.2,180
0.0% of portfolio›$339.1K
KBC Group NV2,143
0.0% of portfolio›$333
Childress Capital Advisors, LLC2,134
0.1% of portfolio›$331.7K
Stackstone Wealth, LLC2,055
0.0% of portfolio›$319.5K
CIBC Asset Management Inc2,014
0.0% of portfolio›$313.1K
SAX Wealth Advisors, LLC2,008
0.0% of portfolio›$312.1K
Strs Ohio1,944
0.0% of portfolio›$302.2K
North Dakota State Investment Board1,942
0.0% of portfolio›$301.9K
D'Orazio & Associates, Inc.1,908
0.0% of portfolio›$296.6K
Crestwood Advisors Group, LLC1,904
0.0% of portfolio›$296.0K
Fifth Third Wealth Advisors LLC1,898
0.0% of portfolio›$295.0K
Ascent Group, LLC1,883
0.0% of portfolio›$292.7K
Nisa Investment Advisors, LLC1,853
0.0% of portfolio›$289.7K
Larson Financial Group LLC1,847
0.0% of portfolio›$287.1K
Parcion Private Wealth LLC1,845
0.0% of portfolio›$286.8K
ANB Bank1,844
0.1% of portfolio›$286.7K
OpenArc Corporate Advisory, LLC1,735
0.0% of portfolio›$269.7K
Abel Hall, LLC1,702
0.0% of portfolio›$264.6K
Evergreen Capital Management LLC1,649
0.0% of portfolio›$257.3K
Praxis Investment Management Inc1,598
0.0% of portfolio›$248
Kestra Private Wealth Services, LLC1,578
0.0% of portfolio›$245.3K
Yousif Capital Management, LLC1,569
0.0% of portfolio›$243.9K
Simplex Trading, LLC1,564
0.0% of portfolio›$243.1K
Choreo, LLC1,540
0.0% of portfolio›$241.5K
State of Alaska, Department of Revenue1,500
0.0% of portfolio›$233
Perigon Wealth Management, LLC1,497
0.0% of portfolio›$232.7K
Citizens Financial Group Inc1,497
0.0% of portfolio›$234.2K
Ashurst Perkins Coie Trust Co1,441
0.0% of portfolio›$224.0K
Paragon Capital Management Ltd1,403
0.0% of portfolio›$218.1K
SYM Financial Corp1,363
0.0% of portfolio›$211.9K
Curated Wealth Partners LLC1,348
0.0% of portfolio›$209.5K
Kestra Advisory Services, LLC1,347
0.0% of portfolio›$209.4K
Wedbush Securities Inc1,307
0.0% of portfolio›$203
IFP Advisors, Inc1,305
0.0% of portfolio›$202.9K
USA Financial Formulas1,185
0.0% of portfolio›$184.2K
Fulcrum Asset Management LLP1,160
0.0% of portfolio›$181.3K
Essential Partners LLC1,132
0.1% of portfolio›$176.0K
Farther Finance Advisors, LLC1,049
0.0% of portfolio›$163.1K
Hilltop National Bank769
0.0% of portfolio›$119.5K
Exchange Traded Concepts, LLC635
0.0% of portfolio›$98.7K
Heritage Family Offices, LLP471
0.0% of portfolio›$73.2K
Parallel Advisors, LLC466
0.0% of portfolio›$72.4K
Elyxium Wealth, LLC417
0.0% of portfolio›$64.8K
True Wealth Design, LLC381
0.0% of portfolio›$59.2K
Assetmark, Inc376
0.0% of portfolio›$58.4K
Fifth Third Bancorp376
0.0% of portfolio›$58.4K
Fortitude Family Office, LLC282
0.0% of portfolio›$43.8K
Elevation Wealth Partners, LLC280
0.0% of portfolio›$43.5K
V-Square Quantitative Management LLC241
0.0% of portfolio›$37.5K
Caitong International Asset Management Co., Ltd238
0.0% of portfolio›$37.0K
Private Trust Co NA227
0.0% of portfolio›$35.3K
CX Institutional225
0.0% of portfolio›$35
Central Trust Co221
0.0% of portfolio›$34.4K
Latitude Advisors, LLC220
0.0% of portfolio›$34.2K
Reyes Financial Architecture, Inc.219
0.0% of portfolio›$34.0K
Mitsubishi UFJ Asset Management Co., Ltd.211
0.0% of portfolio›$32.8K
Acumen Wealth Advisors, LLC207
0.0% of portfolio›$32.4K
DT Investment Partners, LLC191
0.0% of portfolio›$29.7K
Cherry Tree Wealth Management, LLC190
0.0% of portfolio›$29.5K
Creative Financial Designs Inc180
0.0% of portfolio›$28.0K
Pension & Wealth Management Advisors, Inc.141
0.0% of portfolio›$21.9K
James T. Borello RIA133
0.0% of portfolio›$20.7K
First Horizon Corp127
0.0% of portfolio›$19.7K
WPG Advisers, LLC120
0.0% of portfolio›$18.7K
Spire Wealth Management100
0.0% of portfolio›$15.5K
Eastern Bank88
0.0% of portfolio›$13.7K
Highline Wealth Partners LLC85
0.0% of portfolio›$13.2K
Covestor Ltd84
0.0% of portfolio›$13
Salomon & Ludwin, LLC61
0.0% of portfolio›$9.5K
Root Financial Partners, LLC54
0.0% of portfolio›$8.4K
Atlantic Edge Private Wealth Management, LLC52
0.0% of portfolio›$8.1K
GoalVest Advisory LLC51
0.0% of portfolio›$7.9K
United Financial Planning Group LLC48
0.0% of portfolio›$7.5K
Pinnacle Wealth Planning Services, Inc.48
0.0% of portfolio›$7.5K
Provenance Wealth Advisors, LLC47
0.0% of portfolio›$7.3K
Capital Advisors, Ltd. LLC34
0.0% of portfolio›$5
Brown, Lisle Ings, Inc.33
0.0% of portfolio›$5.1K
TD Private Client Wealth LLC31
0.0% of portfolio›$4.8K
Mather Group, Llc.31
0.0% of portfolio›$4.8K
SJS Investment Consulting Inc.30
0.0% of portfolio›$4.7K
Cromwell Holdings LLC24
0.0% of portfolio›$3.7K
Rossby Financial, LCC21
0.0% of portfolio›$3.3K
Private Wealth Management Group, LLC19
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust18
0.0% of portfolio›$2.8K
Westside Investment Management, Inc.17
0.0% of portfolio›$2.6K
Planning Strategies Inc.15
0.0% of portfolio›$2.3K
Retirement Wealth Solutions LLC14
0.0% of portfolio›$2.2K
Activest Wealth Management14
0.0% of portfolio›$2.2K
Tounjian Advisory Partners, LLC10
0.0% of portfolio›$1.6K
Blue Trust, Inc.8
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC8
0.0% of portfolio›$1.2K
Harbor Investment Advisory, LLC7
0.0% of portfolio›$1.1K
First Command Advisory Services, Inc.7
0.0% of portfolio›$1.1K
Hughes Financial Services, LLC4
0.0% of portfolio›$634
Valued Wealth Advisors LLC4
0.0% of portfolio›$626
Financial Consulate, Inc4
0.0% of portfolio›$622
Albion Financial Group3
0.0% of portfolio›$492
JFS Wealth Advisors, LLC3
0.0% of portfolio›$470
Wealth Enhancement Trust Services, Inc.2
0.0% of portfolio›$311
Creative Capital Management Investments LLC1
0.0% of portfolio›$155
GHP Investment Advisors, Inc.1
0.0% of portfolio›$156
MV Capital Management, Inc.1
0.0% of portfolio›$156
Manchester Capital Management LLC1
0.0% of portfolio›$156
TFC Financial Management, Inc.1
0.0% of portfolio›$156
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,860,097$444.6M0.1%IndexLowAustin, TX2026-11-04
Polaris Capital Management, LLC
506,941$78.8M8.3%Deep ValueLowBoston, MA2026-10-21
MacKenzie Financial Corp
330,632$51.4M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
317,571$49.4M0.0%CoreLowNew York, NY2026-11-05
Crossmark Global Holdings, Inc.
161,228$25.1M0.3%GARPMediumHouston, TX2026-10-21
Arbejdsmarkedets Tillaegspension
152,300$23.7M0.6%ValueHighHilleroed, Greece2026-10-30
Copeland Capital Management, LLC
152,222$23.7M0.5%ValueMediumConshohocken, PA2026-10-13
Allspring Global Investments Holdings, LLC
133,972$21.0M0.0%CoreMediumCharlotte, NC2026-11-04
Assenagon Asset Management S.A.
120,806$18.8M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
M&G Plc
99,226$15.4M0.1%CoreMediumLondon, United Kingdom2026-11-04
Citigroup Inc
96,473$15.0M0.0%CoreMediumNew York, NY2026-11-04
Penn Capital Management Company, LLC
68,679$10.7M0.8%ValueHighPhiladelphia, PA2026-11-04
Ritholtz Wealth Management
57,129$8.9M0.1%IndexLowNew York, NY2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
48,828$7.6K0.0%CoreMediumKobenhavn, Greece2026-10-22
Wealth Enhancement Advisory Services, LLC
44,392$6.2M0.0%CoreLowPlymouth, MN2026-10-13
Signaturefd, LLC
42,371$6.6M0.1%IndexLowAtlanta, GA2026-10-23
Insight Wealth Strategies, LLC
41,514$6.5M0.6%ETFHighSan Ramon, CA2026-10-09
Illinois Municipal Retirement Fund
40,647$6.3M0.1%CoreMediumOak Brook, IL2026-11-05
Moody Aldrich Partners LLC
36,744$5.7M1.1%ValueHighMarblehead, MA2026-10-27
Virginia Retirement Systems ET Al
31,250$4.9M0.0%CoreMediumRichmond, VA2026-10-28
Monument Capital Management
25,435$4.0M0.8%GARPHighAlexandria, VA2026-10-09
Artemis Investment Management LLP
23,689$3.7M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
Oppenheimer Asset Management Inc.
23,587$3.7M0.0%CoreMediumNew York, NY2026-10-27
Wedge Capital Management L L P
21,569$3.4M0.1%ValueMediumCharlotte, NC2026-10-13
Y-Intercept (Hong Kong) Ltd
21,565$3.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Commonwealth Equity Services, LLC
21,107$3.3M0.0%ETFLowWaltham, MA2026-11-02
Jcsd Capital, LLC
19,600$3.0M4.8%Deep ValueMediumWalnut Creek, CA2026-10-16
State of New Jersey Common Pension Fund D
19,109$3.0M0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
18,177$2.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Burney Co/
17,036$2.6M0.1%GARPMediumReston, VA2026-10-15
Creative Planning
16,682$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
15,619$2.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Inspire Investing, LLC
15,405$2.4M0.1%GARPHighMeridian, ID2026-10-22
Mirae Asset Global Investments Co., Ltd.
14,233$2.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Goelzer Investment Management, Inc.
13,557$2.1M0.1%GrowthLowCarmel, IN2026-10-16
Oak Thistle LLC
12,827$2.0M0.2%ValueVery HighNew York, NY2026-10-21
Harbor Capital Advisors, Inc.
12,178$1.9K0.0%ValueHighChicago, IL2026-10-22
Vest Financial, LLC
11,753$1.8M0.0%ValueMediumMclean, VA2026-10-21
DekaBank Deutsche Girozentrale
11,200$1.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Unison Advisors LLC
10,030$1.6M0.1%ETFVery LowProvidence, RI2026-10-29
Pictet Asset Management Holding SA
9,988$1.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Atria Investments, Inc
9,256$1.4M0.0%CoreMediumCharlotte, NC2026-10-15
New York Life Investment Management LLC
9,168$1.4M0.0%GrowthLowNew York, NY2026-11-04
Brighton Jones LLC
9,103$1.4M0.0%CoreVery LowSeattle, WA2026-11-03
Summit Global Investments
9,066$1.4K0.0%CoreMediumBountiful, UT2026-10-28
Ethic Inc.
8,392$1.3M0.0%CoreLowNew York, NY2026-11-03
111 Capital
8,234$1.3M0.2%CoreVery HighParis, India2026-11-03
J. L. Bainbridge & Co., Inc.
8,116$1.3M0.1%GrowthLowSarasota, FL2026-10-20
Abacus Planning Group, Inc.
7,311$1.1M0.1%ETFLowColumbia, SC2026-11-02
Veery Capital, LLC
6,235$969.2K0.3%ETFVery LowWilmington, DE2026-10-07
Swiss Life Asset Management Ltd
6,079$945.0K0.0%CoreLowZurich, Switzerland2026-11-03
Sterling Capital Management LLC
5,953$925.4K0.0%GARPMediumCharlotte, NC2026-10-22
Vise Technologies, Inc.
5,667$880.9K0.0%IndexLowNew York, NY2026-10-29
HB Wealth Management, LLC
5,492$819.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Penbrook Management LLC
5,300$823.9K0.5%CoreLowNew York, NY2026-10-16
Salzhauer Michael
5,142$799.2K0.3%GARPLowNew York, NY2026-10-28
Xponance LLC
4,919$764.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
4,900$761.7K0.0%CoreLowCharlotte, NC2026-10-30
Machina Capital S.A.S.
4,686$728.4K0.1%ValueVery HighParis, India2026-11-05
NorthCrest Asset Manangement, LLC
4,674$728.2K0.0%GrowthLowPlymouth, MN2026-10-13
Wedmont Private Capital
4,668$727.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Nfsg Corp
4,662$724.7K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Krilogy Financial LLC
4,497$703.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Founders Financial Securities LLC
4,346$675.6K0.0%ETFMediumTowson, MD2026-10-28
CenterBook Partners LP
4,251$660.8K0.0%ValueVery HighGreenwich, CT2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,099$637.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Avory & Company, LLC
4,000$621.8K0.8%GARPLowMiami, FL2026-10-21
Compound Planning, Inc.
3,918$609.1K0.0%CoreLowNew York, NY2026-11-05
Lanark Financial, Inc.
3,908$607.5K0.0%CoreMediumBirmingham, AL2026-10-26
US Bancorp \de\
3,845$597.7K0.0%IndexLowMinneapolis, MN2026-11-05
Daiwa Securities Group Inc.
3,840$596.9K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Kathmere Capital Management, LLC
3,827$594.9K0.0%ETFLowWayne, PA2026-10-20
Maryland State Retirement & Pension System
3,758$584.2K0.0%IndexVery LowBaltimore, MD2026-11-05
Baron Wealth Management LLC
3,686$573.0K0.1%CoreLowTroy, MI2026-10-27
Chicago Partners Investment Group LLC
3,537$563.2K0.0%GARPLowChicago, IL2026-10-27
Alps Advisors Inc
3,503$544.5K0.0%YieldLowDenver, CO2026-11-03
Olympiad Research LP
3,495$543.3K0.7%Deep ValueVery HighStamford, CT2026-11-04
AlphaCore Capital LLC
3,438$536.9K0.0%ETFLowLa Jolla, CA2026-11-04
HUB Investment Partners, LLC
3,264$507.4K0.0%GrowthLowAustin, TX2026-11-03
LVW Advisors, LLC
3,094$481.0K0.0%CoreMediumPittsford, NY2026-10-19
Bath Savings Trust Co
3,059$475.5K0.0%CoreLowBath, ME2026-10-07
Financiere des Professionnels - Fonds d'investissement inc.
3,004$467.0K0.0%GrowthHighMontreal, Austria2026-11-03
Concurrent Investment Advisors, LLC
2,962$460.4K0.0%GrowthMediumTampa, FL2026-10-16
Amalgamated Bank
2,923$4540.0%CoreVery LowNew York, NY2026-10-23
Park Avenue Securities LLC
2,820$4380.0%ETFMediumNew York, NY2026-10-26
Sumitomo Mitsui Trust Group, Inc.
2,800$435.3K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Cambridge Investment Research Advisors, Inc.
2,647$4110.0%ETFLowFairfield, IA2026-11-02
EverSource Wealth Advisors, LLC
2,519$391.6K0.0%CoreMediumBirmingham, AL2026-11-04
Axxcess Wealth Management, LLC
2,321$360.8K0.0%CoreLowCarlsbad, CA2026-10-21
Versant Capital Management, Inc
2,309$358.9K0.0%GARPLowPhoenix, AZ2026-10-02
Certuity, LLC
2,265$352.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Meridian Investment Counsel Inc.
2,250$349.8K0.1%GARPLowLafayette, CA2026-10-14
Sagespring Wealth Partners, LLC
2,234$347.3K0.0%ETFLowFranklin, TN2026-10-22
Achmea Investment Management B.V.
2,180$339.1K0.0%CoreMediumZeist, Philippines2026-10-30
KBC Group NV
2,143$3330.0%CoreMediumBrussels, Czech Republic2026-10-22
Childress Capital Advisors, LLC
2,134$331.7K0.1%GARPMediumHouston, TX2026-10-28
Stackstone Wealth, LLC
2,055$319.5K0.0%CoreN/ADubuque, IA2026-10-19
CIBC Asset Management Inc
2,014$313.1K0.0%GARPLowToronto, South Africa2026-11-05
SAX Wealth Advisors, LLC
2,008$312.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Strs Ohio
1,944$302.2K0.0%CoreMediumColumbus, OH2026-10-30
North Dakota State Investment Board
1,942$301.9K0.0%GrowthMediumBismarck, ND2026-10-27
D'Orazio & Associates, Inc.
1,908$296.6K0.0%ETFLowVienna, VA2026-11-04
Crestwood Advisors Group, LLC
1,904$296.0K0.0%GrowthLowBoston, MA2026-10-27
Fifth Third Wealth Advisors LLC
1,898$295.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Ascent Group, LLC
1,883$292.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Nisa Investment Advisors, LLC
1,853$289.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Larson Financial Group LLC
1,847$287.1K0.0%GrowthLowSt Louis, MO2026-11-05
Parcion Private Wealth LLC
1,845$286.8K0.0%CoreMediumBellevue, WA2026-10-28
ANB Bank
1,844$286.7K0.1%CoreLowDenver, CO2026-10-09
OpenArc Corporate Advisory, LLC
1,735$269.7K0.0%GrowthLowAtlanta, GA2026-10-21
Abel Hall, LLC
1,702$264.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Evergreen Capital Management LLC
1,649$257.3K0.0%GARPMediumBellevue, WA2026-10-23
Praxis Investment Management Inc
1,598$2480.0%CoreLowGoshen, IN2026-11-03
Kestra Private Wealth Services, LLC
1,578$245.3K0.0%GrowthLowAustin, TX2026-10-30
Yousif Capital Management, LLC
1,569$243.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Simplex Trading, LLC
1,564$243.1K0.0%CoreVery HighChicago, IL2026-11-04
Choreo, LLC
1,540$241.5K0.0%IndexLowRockford, IL2026-10-28
State of Alaska, Department of Revenue
1,500$2330.0%CoreVery LowJuneau, AK2026-10-15
Perigon Wealth Management, LLC
1,497$232.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Citizens Financial Group Inc
1,497$234.2K0.0%GrowthLowProvidence, RI2026-10-23
Ashurst Perkins Coie Trust Co
1,441$224.0K0.0%CoreVery LowSeattle, WA2026-10-15
Paragon Capital Management Ltd
1,403$218.1K0.0%CoreVery LowDenver, CO2026-10-09
SYM Financial Corp
1,363$211.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Curated Wealth Partners LLC
1,348$209.5K0.0%GARPLowEl Segundo, CA2026-10-15
Kestra Advisory Services, LLC
1,347$209.4K0.0%CoreLowAustin, TX2026-11-02
Wedbush Securities Inc
1,307$2030.0%CoreLowPasadena, CA2026-10-22
IFP Advisors, Inc
1,305$202.9K0.0%GrowthLowTampa, FL2026-10-16
USA Financial Formulas
1,185$184.2K0.0%ETFVery HighAda, MI2026-10-16
Fulcrum Asset Management LLP
1,160$181.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Essential Partners LLC
1,132$176.0K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
1,049$163.1K0.0%IndexLowSan Francisco, CA2026-10-08
Hilltop National Bank
769$119.5K0.0%CoreLowCasper, WY2026-10-14
Exchange Traded Concepts, LLC
635$98.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Heritage Family Offices, LLP
471$73.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Parallel Advisors, LLC
466$72.4K0.0%IndexLowSan Francisco, CA2026-11-03
Elyxium Wealth, LLC
417$64.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
True Wealth Design, LLC
381$59.2K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
376$58.4K0.0%ETFLowConcord, CA2026-10-21
Fifth Third Bancorp
376$58.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Fortitude Family Office, LLC
282$43.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Elevation Wealth Partners, LLC
280$43.5K0.0%ETFLowWalnut Creek, CA2026-10-07
V-Square Quantitative Management LLC
241$37.5K0.0%CoreLowChicago, IL2026-10-15
Caitong International Asset Management Co., Ltd
238$37.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Private Trust Co NA
227$35.3K0.0%CoreLowCleveland, OH2026-10-20
CX Institutional
225$350.0%CoreMediumAuburn, IN2026-10-02
Central Trust Co
221$34.4K0.0%CoreLowJefferson City, MO2026-11-05
Latitude Advisors, LLC
220$34.2K0.0%ETFLowYorkville, IL2026-10-27
Reyes Financial Architecture, Inc.
219$34.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
211$32.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Acumen Wealth Advisors, LLC
207$32.4K0.0%GrowthHighChattanooga, TN2026-11-05
DT Investment Partners, LLC
191$29.7K0.0%ETFVery LowChadds Ford, PA2026-10-27
Cherry Tree Wealth Management, LLC
190$29.5K0.0%ETFVery LowMinnetonka, MN2026-10-15
Creative Financial Designs Inc
180$28.0K0.0%ETFMediumKokomo, IN2026-11-04
Pension & Wealth Management Advisors, Inc.
141$21.9K0.0%ETFLowWaltham, MA2026-10-16
James T. Borello RIA
133$20.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
First Horizon Corp
127$19.7K0.0%CoreLowMemphis, TN2026-10-26
WPG Advisers, LLC
120$18.7K0.0%CoreLowBaltimore, MD2026-10-27
Spire Wealth Management
100$15.5K0.0%GrowthMediumMclean, VA2026-10-30
Eastern Bank
88$13.7K0.0%GrowthMediumBoston, MA2026-10-05
Highline Wealth Partners LLC
85$13.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Covestor Ltd
84$130.0%ValueHighLondon, United Kingdom2026-10-30
Salomon & Ludwin, LLC
61$9.5K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
54$8.4K0.0%ETFMediumEncinitas, CA2026-10-21
Atlantic Edge Private Wealth Management, LLC
52$8.1K0.0%CoreLowJacksonville, FL2026-10-20
GoalVest Advisory LLC
51$7.9K0.0%ETFMediumNew York, NY2026-10-02
United Financial Planning Group LLC
48$7.5K0.0%ETFHighHauppauge, NY2026-11-04
Pinnacle Wealth Planning Services, Inc.
48$7.5K0.0%GARPLowMansfield, OH2026-10-27
Provenance Wealth Advisors, LLC
47$7.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
34$50.0%ETFLowShaker Heights, OH2026-10-27
Brown, Lisle Ings, Inc.
33$5.1K0.0%CoreVery LowProvidence, RI2026-10-16
TD Private Client Wealth LLC
31$4.8K0.0%ETFLowNew York, NY2026-10-28
Mather Group, Llc.
31$4.8K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
30$4.7K0.0%ETFVery LowSylvania, OH2026-10-26
Cromwell Holdings LLC
24$3.7K0.0%IndexLowJackson, WY2026-10-28
Rossby Financial, LCC
21$3.3K0.0%ETFMediumMelbourne, FL2026-11-05
Private Wealth Management Group, LLC
19$3.0K0.0%ETFLowPrinceton, NJ2026-10-19
Parkside Financial Bank & Trust
18$2.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Westside Investment Management, Inc.
17$2.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Planning Strategies Inc.
15$2.3K0.0%ETFN/ALancaster, PA2026-10-02
Retirement Wealth Solutions LLC
14$2.2K0.0%ETFLowMarshfield, WI2026-10-07
Activest Wealth Management
14$2.2K0.0%ETFLowAventura, FL2026-10-15
Tounjian Advisory Partners, LLC
10$1.6K0.0%GrowthHighFort Myers, FL2026-11-04
Blue Trust, Inc.
8$1.2K0.0%ETFLowBrentwood, TN2026-10-15
Ascentis Wealth Management, LLC
8$1.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Harbor Investment Advisory, LLC
7$1.1K0.0%GrowthLowLutherville, MD2026-10-13
First Command Advisory Services, Inc.
7$1.1K0.0%IndexLowFort Worth, TX2026-11-05
Hughes Financial Services, LLC
4$6340.0%ETFLowHerndon, VA2026-10-30
Valued Wealth Advisors LLC
4$6260.0%IndexVery LowHolladay, UT2026-11-05
Financial Consulate, Inc
4$6220.0%ETFLowHunt Valley, MD2026-10-23
Albion Financial Group
3$4920.0%GrowthLowSalt Lake City, UT2026-10-21
JFS Wealth Advisors, LLC
3$4700.0%ETFVery LowHermitage, PA2026-11-03
Wealth Enhancement Trust Services, Inc.
2$3110.0%GrowthMediumSioux Falls, SD2026-10-07
Creative Capital Management Investments LLC
1$1550.0%ETFLowSan Diego, CA2026-10-28
GHP Investment Advisors, Inc.
1$1560.0%CoreVery LowDenver, CO2026-10-15
MV Capital Management, Inc.
1$1560.0%ETFLowBethesda, MD2026-10-29
Manchester Capital Management LLC
1$1560.0%CoreLowManchester, VT2026-10-22
TFC Financial Management, Inc.
1$1560.0%ETFVery LowBoston, MA2026-10-26