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Powell Industries Inc (POWL)

CUSIP: 739128106 | NYSE | Industrials · Electrical Equipment & Parts | Mid Cap | 1074 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
13GFirst Trust Portfolios L.P.1,937,2885.3%+279,201Sep 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.1,937,288
5.3% of class · Sep 30, 2026+279,201
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP826,773
0.0% of portfolio›$152.5M
Tema Etfs LLC288,007
2.0% of portfolio›$53.1M
Allspring Global Investments Holdings, LLC284,405
0.1% of portfolio›$54.2M
Bank of New York Mellon Corp208,315
0.0% of portfolio›$38.4M
Principal Financial Group Inc136,105
0.0% of portfolio›$25.1M
Venture Visionary Partners LLC82,477
0.4% of portfolio›$15.2M
RPG Investment Advisory, LLC79,108
2.7% of portfolio›$14.6M
Commonwealth Equity Services, LLC59,618
0.0% of portfolio›$11.0M
Congress Asset Management Co51,438
0.1% of portfolio›$9.5M
Thrivent Financial for Lutherans50,857
0.0% of portfolio›$9.4K
Carnegie Investment Counsel48,431
0.2% of portfolio›$8.9M
Assetmark, Inc45,105
0.0% of portfolio›$8.3M
Granite Investment Partners, LLC43,698
0.4% of portfolio›$8.1M
Advisors Management Group Inc38,603
0.0% of portfolio›$7.1K
Quantum Private Wealth, LLC37,010
1.7% of portfolio›$6.8M
Rockline Wealth Management, LLC31,295
1.1% of portfolio›$5.8M
Mutual of America Capital Management LLC30,645
0.1% of portfolio›$5.7M
Chatham Capital Group, Inc.29,943
0.7% of portfolio›$5.5M
DekaBank Deutsche Girozentrale28,949
0.0% of portfolio›$5.4K
Liberty Capital Management, Inc.24,509
0.8% of portfolio›$4.5M
Illinois Municipal Retirement Fund20,626
0.0% of portfolio›$3.8M
New York State Teachers Retirement System18,978
0.0% of portfolio›$3.5K
Vest Financial, LLC17,827
0.0% of portfolio›$3.3M
Kornitzer Capital Management Inc17,804
0.1% of portfolio›$3.3M
Imc-Chicago, LLC17,011
0.0% of portfolio›$3.1M
Fifth Third Bancorp16,621
0.0% of portfolio›$3.1M
Oppenheimer & Co Inc15,797
0.0% of portfolio›$2.9M
Ausbil Investment Management Ltd15,682
1.5% of portfolio›$2.9M
Citigroup Inc15,471
0.0% of portfolio›$2.9M
Creative Planning15,232
0.0% of portfolio›$2.8M
Cypress Asset Management Inc15,180
0.6% of portfolio›$2.8M
Alps Advisors Inc13,015
0.0% of portfolio›$2.4M
Louisiana State Employees Retirement System12,300
0.0% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.12,294
0.0% of portfolio›$2.3K
Peterson Wealth Services12,044
0.5% of portfolio›$2.2M
Virginia Retirement Systems ET Al12,040
0.0% of portfolio›$2.2M
Strong Tower Advisory Services11,916
0.4% of portfolio›$2.2M
PFG Advisors11,219
0.1% of portfolio›$2.1M
Gateway Investment Advisers LLC11,115
0.0% of portfolio›$2.1M
Tectonic Advisors LLC10,494
0.1% of portfolio›$1.9M
OAK Ridge Investments LLC10,203
0.1% of portfolio›$1.9M
Victory Financial Group, LLC9,902
0.2% of portfolio›$1.8M
Sidoxia Capital Management, LLC9,782
1.3% of portfolio›$1.8M
State of New Jersey Common Pension Fund D9,782
0.0% of portfolio›$1.8M
Roman Butler Fullerton & Co9,701
0.4% of portfolio›$1.6M
Truist Financial Corp9,644
0.0% of portfolio›$1.8M
Amalgamated Bank8,796
0.0% of portfolio›$1.6K
Oppenheimer Asset Management Inc.8,589
0.0% of portfolio›$1.6M
Private Trust Co NA8,558
0.1% of portfolio›$1.6M
Montchanin Asset Management, LLC8,315
0.0% of portfolio›$1.5K
Arizona State Retirement System8,209
0.0% of portfolio›$1.5M
Maryland State Retirement & Pension System7,885
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC7,739
0.0% of portfolio›$1.4M
James Investment Research, Inc.7,464
0.1% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,781
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue6,732
0.0% of portfolio›$1.2K
FCG Investment Co6,545
0.4% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC6,470
0.0% of portfolio›$1.2M
Oregon Public Employees Retirement Fund6,457
0.0% of portfolio›$1.2M
Concurrent Investment Advisors, LLC6,388
0.0% of portfolio›$1.2M
NLB Skladi, upravljanje premozenja, d.o.o.5,651
0.0% of portfolio›$1.0M
Lanark Financial, Inc.5,545
0.1% of portfolio›$1.0M
Legacy Bridge, LLC5,460
0.3% of portfolio›$1.0M
Achmea Investment Management B.V.5,348
0.0% of portfolio›$987.3K
Nisa Investment Advisors, LLC5,154
0.0% of portfolio›$950.8K
OP Asset Management Ltd5,135
0.0% of portfolio›$947.3K
Pictet Asset Management Holding SA4,738
0.0% of portfolio›$874.0K
Xponance LLC4,717
0.0% of portfolio›$870.1K
Ashton Thomas Private Wealth, LLC4,675
0.0% of portfolio›$862.4K
Oak Thistle LLC4,590
0.1% of portfolio›$846.7K
Sterling Capital Management LLC4,432
0.0% of portfolio›$817.6K
HB Wealth Management, LLC4,393
0.0% of portfolio›$810.4K
Valeo Financial Advisors, LLC4,349
0.0% of portfolio›$802.3K
New York Life Investment Management LLC4,277
0.0% of portfolio›$789.0K
CX Institutional4,007
0.0% of portfolio›$739
Park Avenue Securities LLC3,633
0.0% of portfolio›$670
Huntleigh Advisors, Inc.3,442
0.1% of portfolio›$635.0K
Evergreen Capital Management LLC3,258
0.0% of portfolio›$601.0K
Independent Financial Group, LLC2,882
0.0% of portfolio›$531.6K
Gamma Investing LLC2,773
0.0% of portfolio›$511.5K
Choreo, LLC2,707
0.0% of portfolio›$868.5K
Sigma Planning Corp2,626
0.0% of portfolio›$484.4K
Stirlingshire Investments, Inc.2,521
0.3% of portfolio›$465.1K
Howard Capital Management Group, LLC2,500
0.0% of portfolio›$461.2K
Scheeler Financial LLC2,403
0.3% of portfolio›$443.3K
Ritholtz Wealth Management2,383
0.0% of portfolio›$439.6K
Vontobel Holding Ltd.2,107
0.0% of portfolio›$388.7K
AlphaCore Capital LLC2,088
0.0% of portfolio›$385.2K
Teza Capital Management LLC2,016
0.3% of portfolio›$371.9K
IFP Advisors, Inc2,011
0.0% of portfolio›$371.0K
Keybank National Association1,993
0.0% of portfolio›$367.6K
Crossmark Global Holdings, Inc.1,981
0.0% of portfolio›$365.4K
Garner Asset Management Corp1,958
0.1% of portfolio›$307.6K
Carlson Financial, Inc.1,914
0.2% of portfolio›$353.1K
Vise Technologies, Inc.1,890
0.0% of portfolio›$348.6K
MacKenzie Financial Corp1,860
0.0% of portfolio›$343.1K
Demars Financial Group, LLC1,843
0.1% of portfolio›$340.0K
Abel Hall, LLC1,831
0.1% of portfolio›$337.8K
Regions Financial Corp1,796
0.0% of portfolio›$331.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,794
0.0% of portfolio›$330.9K
Swiss Life Asset Management Ltd1,784
0.0% of portfolio›$329.1K
Provenance Wealth Advisors, LLC1,765
0.0% of portfolio›$325.6K
Meridian Investment Counsel Inc.1,762
0.1% of portfolio›$325.0K
Kestra Advisory Services, LLC1,719
0.0% of portfolio›$317.1K
Symphony Financial, Ltd. Co.1,682
0.0% of portfolio›$313.4K
Kassira Wealth Management LLC1,663
0.2% of portfolio›$306.8K
Daiwa Securities Group Inc.1,660
0.0% of portfolio›$306.2K
Farther Finance Advisors, LLC1,637
0.0% of portfolio›$302.0K
Acropolis Investment Management, LLC1,601
0.0% of portfolio›$295.3K
Sava Infond d.o.o.1,600
0.0% of portfolio›$295.2K
Perigon Wealth Management, LLC1,522
0.0% of portfolio›$280.8K
Diversify Advisory Services, LLC1,494
0.0% of portfolio›$255.2K
Diversify Wealth Management, LLC1,494
0.0% of portfolio›$255.2K
1620 Investment Advisors, Inc.1,432
0.2% of portfolio›$264.2K
Whalen Wealth Management Inc.1,386
0.1% of portfolio›$255.7K
Spire Wealth Management1,326
0.0% of portfolio›$244.7K
Ring Mountain Capital, LLC1,318
0.1% of portfolio›$243.1K
Focused Wealth Management, Inc1,293
0.0% of portfolio›$238.5K
Parkside Financial Bank & Trust1,259
0.0% of portfolio›$232.2K
Elevated Financial Group LLC1,257
0.1% of portfolio›$231.9K
Sanchez Gaunt Capital Management, LLC1,240
0.1% of portfolio›$228.7K
Elevation Point Wealth Partners, LLC1,235
0.0% of portfolio›$227.8K
Kestra Private Wealth Services, LLC1,172
0.0% of portfolio›$216.1K
Verdence Capital Advisors LLC1,154
0.0% of portfolio›$212.8K
Triasima Portfolio Management inc.1,129
0.0% of portfolio›$208.3K
KBC Group NV1,127
0.0% of portfolio›$208
CIBC Asset Management Inc1,126
0.0% of portfolio›$207.7K
Linscomb Wealth, Inc.1,119
0.0% of portfolio›$206.4K
Citizens Financial Group Inc1,115
0.0% of portfolio›$205.7K
Larson Financial Group LLC976
0.0% of portfolio›$180.0K
Caitong International Asset Management Co., Ltd967
0.0% of portfolio›$178.4K
US Bancorp \de\724
0.0% of portfolio›$133.6K
Pinnacle Wealth Planning Services, Inc.656
0.0% of portfolio›$121.0K
Eastern Bank600
0.0% of portfolio›$110.7K
SBI Securities Co., Ltd.586
0.0% of portfolio›$108.1K
Quadrant Capital Group LLC563
0.0% of portfolio›$102.9K
Versant Capital Management, Inc500
0.0% of portfolio›$92.2K
Ascentis Wealth Management, LLC481
0.0% of portfolio›$88.7K
Strs Ohio397
0.0% of portfolio›$73.2K
Tounjian Advisory Partners, LLC301
0.0% of portfolio›$55.6K
Avanza Fonder AB279
0.0% of portfolio›$51.5K
Salomon & Ludwin, LLC245
0.0% of portfolio›$45.2K
Cullen T Bankers, Inc.243
0.0% of portfolio›$44.8K
State of Wyoming232
0.0% of portfolio›$42.8K
Signature Equity Partners, LLC189
0.0% of portfolio›$34.8K
Evolution Wealth Management Inc.180
0.0% of portfolio›$33.2K
Bayforest Capital Ltd173
0.0% of portfolio›$31.9K
Parallel Advisors, LLC163
0.0% of portfolio›$30.1K
EverSource Wealth Advisors, LLC146
0.0% of portfolio›$26.9K
Root Financial Partners, LLC142
0.0% of portfolio›$26.2K
Signaturefd, LLC137
0.0% of portfolio›$25.3K
Fortitude Family Office, LLC120
0.0% of portfolio›$22.1K
Mitsubishi UFJ Asset Management Co., Ltd.120
0.0% of portfolio›$22.1K
Summit Securities Group LLC107
0.0% of portfolio›$19.7K
Compass Financial Management LLC105
0.0% of portfolio›$19.4K
First Horizon Corp105
0.0% of portfolio›$19.4K
MassMutual Private Wealth & Trust, FSB103
0.0% of portfolio›$19.0K
Bare Financial Services, Inc87
0.0% of portfolio›$16.0K
GK Wealth Management LLC83
0.0% of portfolio›$15.3K
Harbor Investment Advisory, LLC75
0.0% of portfolio›$13.8K
Blue Bell Private Wealth Management, LLC73
0.0% of portfolio›$13.5K
Trust Co of Vermont72
0.0% of portfolio›$13.3K
SJS Investment Consulting Inc.66
0.0% of portfolio›$12.2K
Covestor Ltd65
0.0% of portfolio›$12
Polaris Financial Partners57
0.0% of portfolio›$11
Armstrong Advisory Group, Inc57
0.0% of portfolio›$10.5K
Blue Trust, Inc.53
0.0% of portfolio›$9.8K
TD Waterhouse Canada Inc.51
0.0% of portfolio›$9.7K
Essential Partners LLC45
0.0% of portfolio›$8.3K
Central Trust Co45
0.0% of portfolio›$8.3K
UMB Private Wealth Management, LLC42
0.0% of portfolio›$7.7K
Rakuten Securities, Inc.34
0.0% of portfolio›$6.3K
Private Wealth Management Group, LLC33
0.0% of portfolio›$6.1K
Farmers & Merchants Investments Inc28
0.0% of portfolio›$5.2K
Wilmington Savings Fund Society, FSB28
0.0% of portfolio›$5.2K
Silver Grove Financial Group, Inc.21
0.0% of portfolio›$3.9K
Sawyer & Company, Inc20
0.0% of portfolio›$3.7K
JFS Wealth Advisors, LLC20
0.0% of portfolio›$3.7K
Latitude Advisors, LLC20
0.0% of portfolio›$3.7K
Wolff Wiese Magana LLC18
0.0% of portfolio›$3.3K
Creative Capital Management Investments LLC16
0.0% of portfolio›$3.0K
William B. Walkup & Associates, Inc.15
0.0% of portfolio›$2.8K
Hughes Financial Services, LLC13
0.0% of portfolio›$2.2K
Mather Group, Llc.12
0.0% of portfolio›$2.2K
City State Bank10
0.0% of portfolio›$1.8K
Noble Wealth Management PBC10
0.0% of portfolio›$1.8K
Montag A & Associates Inc10
0.0% of portfolio›$1.8K
Cedar Mountain Advisors, LLC9
0.0% of portfolio›$1.7K
Avion Wealth9
0.0% of portfolio›$1
True Wealth Design, LLC8
0.0% of portfolio›$1.5K
Proathlete Wealth Management LLC7
0.0% of portfolio›$1.3K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.1K
Gilpin Wealth Management, LLC6
0.0% of portfolio›$1.1K
Burk Holdings LLC5
0.0% of portfolio›$922
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$738
CoreCap Advisors, LLC4
0.0% of portfolio›$738
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$554
Davis Capital Management3
0.0% of portfolio›$553
TFC Financial Management, Inc.3
0.0% of portfolio›$554
Bell Investment Advisors, Inc3
0.0% of portfolio›$554
DecisionPoint Financial, LLC1
0.0% of portfolio›$191
Abound Wealth Management1
0.0% of portfolio›$185
Illumine Investment Management, LLC0
1.0% of portfolio›$1.5M
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
826,773$152.5M0.0%IndexLowAustin, TX2026-11-04
Tema Etfs LLC
288,007$53.1M2.0%GrowthMediumNew York, NY2026-10-16
Allspring Global Investments Holdings, LLC
284,405$54.2M0.1%CoreMediumCharlotte, NC2026-11-04
Bank of New York Mellon Corp
208,315$38.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
136,105$25.1M0.0%CoreLowDes Moines, IA2026-11-02
Venture Visionary Partners LLC
82,477$15.2M0.4%CoreLowSylvania, OH2026-10-07
RPG Investment Advisory, LLC
79,108$14.6M2.7%GrowthLowPleasanton, CA2026-10-21
Commonwealth Equity Services, LLC
59,618$11.0M0.0%ETFLowWaltham, MA2026-11-02
Congress Asset Management Co
51,438$9.5M0.1%GrowthMediumBoston, MA2026-10-06
Thrivent Financial for Lutherans
50,857$9.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Carnegie Investment Counsel
48,431$8.9M0.2%CoreLowPepper Pike, OH2026-10-20
Assetmark, Inc
45,105$8.3M0.0%ETFLowConcord, CA2026-10-21
Granite Investment Partners, LLC
43,698$8.1M0.4%CoreMediumEl Segundo, CA2026-11-04
Advisors Management Group Inc
38,603$7.1K0.0%CoreLowLa Crosse, WI2026-11-05
Quantum Private Wealth, LLC
37,010$6.8M1.7%GrowthLowTampa, FL2026-10-20
Rockline Wealth Management, LLC
31,295$5.8M1.1%GrowthLowIslip Terrace, NY2026-10-26
Mutual of America Capital Management LLC
30,645$5.7M0.1%IndexLowNew York, NY2026-10-23
Chatham Capital Group, Inc.
29,943$5.5M0.7%CoreLowSavannah, GA2026-10-16
DekaBank Deutsche Girozentrale
28,949$5.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Liberty Capital Management, Inc.
24,509$4.5M0.8%CoreVery LowBirmingham, MI2026-11-02
Illinois Municipal Retirement Fund
20,626$3.8M0.0%CoreMediumOak Brook, IL2026-11-05
New York State Teachers Retirement System
18,978$3.5K0.0%CoreVery LowAlbany, NY2026-10-22
Vest Financial, LLC
17,827$3.3M0.0%ValueMediumMclean, VA2026-10-21
Kornitzer Capital Management Inc
17,804$3.3M0.1%CoreLowShawnee Mission, KS2026-11-03
Imc-Chicago, LLC
17,011$3.1M0.0%GARPVery HighChicago, IL2026-11-05
Fifth Third Bancorp
16,621$3.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Oppenheimer & Co Inc
15,797$2.9M0.0%CoreLowNew York, NY2026-10-26
Ausbil Investment Management Ltd
15,682$2.9M1.5%ValueMediumSydney, China2026-10-08
Citigroup Inc
15,471$2.9M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
15,232$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Cypress Asset Management Inc
15,180$2.8M0.6%GrowthVery LowHouston, TX2026-10-09
Alps Advisors Inc
13,015$2.4M0.0%YieldLowDenver, CO2026-11-03
Louisiana State Employees Retirement System
12,300$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Cambridge Investment Research Advisors, Inc.
12,294$2.3K0.0%ETFLowFairfield, IA2026-11-02
Peterson Wealth Services
12,044$2.2M0.5%GrowthHighSouth Ogden, UT2026-10-26
Virginia Retirement Systems ET Al
12,040$2.2M0.0%CoreMediumRichmond, VA2026-10-28
Strong Tower Advisory Services
11,916$2.2M0.4%CoreMediumMinneapolis, MN2026-10-13
PFG Advisors
11,219$2.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Gateway Investment Advisers LLC
11,115$2.1M0.0%GrowthLowCincinnati, OH2026-10-13
Tectonic Advisors LLC
10,494$1.9M0.1%YieldLowFrisco, TX2026-10-22
OAK Ridge Investments LLC
10,203$1.9M0.1%MomentumMediumChicago, IL2026-10-30
Victory Financial Group, LLC
9,902$1.8M0.2%ETFLowAustin, TX2026-10-27
Sidoxia Capital Management, LLC
9,782$1.8M1.3%GrowthLowNewport Beach, CA2026-10-28
State of New Jersey Common Pension Fund D
9,782$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Roman Butler Fullerton & Co
9,701$1.6M0.4%GrowthMediumSt Louis, MO2026-10-27
Truist Financial Corp
9,644$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Amalgamated Bank
8,796$1.6K0.0%CoreVery LowNew York, NY2026-10-23
Oppenheimer Asset Management Inc.
8,589$1.6M0.0%CoreMediumNew York, NY2026-10-27
Private Trust Co NA
8,558$1.6M0.1%CoreLowCleveland, OH2026-10-20
Montchanin Asset Management, LLC
8,315$1.5K0.0%GrowthLowMontchanin, DE2026-11-02
Arizona State Retirement System
8,209$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Maryland State Retirement & Pension System
7,885$1.5M0.0%IndexVery LowBaltimore, MD2026-11-05
Yousif Capital Management, LLC
7,739$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
James Investment Research, Inc.
7,464$1.4M0.1%CoreLowAlpha, OH2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,781$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
State of Alaska, Department of Revenue
6,732$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
FCG Investment Co
6,545$1.2M0.4%GrowthHighGermantown, TN2026-10-13
Wealth Enhancement Advisory Services, LLC
6,470$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Oregon Public Employees Retirement Fund
6,457$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Concurrent Investment Advisors, LLC
6,388$1.2M0.0%GrowthMediumTampa, FL2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
5,651$1.0M0.0%GrowthLowLjubljana, Andorra2026-10-22
Lanark Financial, Inc.
5,545$1.0M0.1%CoreMediumBirmingham, AL2026-10-26
Legacy Bridge, LLC
5,460$1.0M0.3%GrowthVery LowWest Des Moines, IA2026-10-28
Achmea Investment Management B.V.
5,348$987.3K0.0%CoreMediumZeist, Philippines2026-10-30
Nisa Investment Advisors, LLC
5,154$950.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
OP Asset Management Ltd
5,135$947.3K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Pictet Asset Management Holding SA
4,738$874.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Xponance LLC
4,717$870.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ashton Thomas Private Wealth, LLC
4,675$862.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Oak Thistle LLC
4,590$846.7K0.1%ValueVery HighNew York, NY2026-10-21
Sterling Capital Management LLC
4,432$817.6K0.0%GARPMediumCharlotte, NC2026-10-22
HB Wealth Management, LLC
4,393$810.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Valeo Financial Advisors, LLC
4,349$802.3K0.0%ETFLowCarmel, IN2026-10-08
New York Life Investment Management LLC
4,277$789.0K0.0%GrowthLowNew York, NY2026-11-04
CX Institutional
4,007$7390.0%CoreMediumAuburn, IN2026-10-02
Park Avenue Securities LLC
3,633$6700.0%ETFMediumNew York, NY2026-10-26
Huntleigh Advisors, Inc.
3,442$635.0K0.1%GrowthMediumSt. Louis, MO2026-11-03
Evergreen Capital Management LLC
3,258$601.0K0.0%GARPMediumBellevue, WA2026-10-23
Independent Financial Group, LLC
2,882$531.6K0.0%GrowthLowSan Diego, CA2026-10-13
Gamma Investing LLC
2,773$511.5K0.0%IndexVery LowFoster City, CA2026-10-08
Choreo, LLC
2,707$868.5K0.0%IndexLowRockford, IL2026-10-28
Sigma Planning Corp
2,626$484.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Stirlingshire Investments, Inc.
2,521$465.1K0.3%ETFMediumNew York, NY2026-11-05
Howard Capital Management Group, LLC
2,500$461.2K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Scheeler Financial LLC
2,403$443.3K0.3%CoreN/AWest Chester, OH2026-10-13
Ritholtz Wealth Management
2,383$439.6K0.0%IndexLowNew York, NY2026-11-05
Vontobel Holding Ltd.
2,107$388.7K0.0%CoreMediumZurich, Switzerland2026-10-16
AlphaCore Capital LLC
2,088$385.2K0.0%ETFLowLa Jolla, CA2026-11-04
Teza Capital Management LLC
2,016$371.9K0.3%ValueHighAustin, TX2026-10-23
IFP Advisors, Inc
2,011$371.0K0.0%GrowthLowTampa, FL2026-10-16
Keybank National Association
1,993$367.6K0.0%CoreLowBrooklyn, OH2026-11-04
Crossmark Global Holdings, Inc.
1,981$365.4K0.0%GARPMediumHouston, TX2026-10-21
Garner Asset Management Corp
1,958$307.6K0.1%CoreLowPlano, TX2026-10-30
Carlson Financial, Inc.
1,914$353.1K0.2%GrowthLowCanby, OR2026-11-05
Vise Technologies, Inc.
1,890$348.6K0.0%IndexLowNew York, NY2026-10-29
MacKenzie Financial Corp
1,860$343.1K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Demars Financial Group, LLC
1,843$340.0K0.1%ETFLowSpokane Valley, WA2026-10-22
Abel Hall, LLC
1,831$337.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Regions Financial Corp
1,796$331.3K0.0%CoreLowBirmingham, AL2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,794$330.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Swiss Life Asset Management Ltd
1,784$329.1K0.0%CoreLowZurich, Switzerland2026-11-03
Provenance Wealth Advisors, LLC
1,765$325.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Meridian Investment Counsel Inc.
1,762$325.0K0.1%GARPLowLafayette, CA2026-10-14
Kestra Advisory Services, LLC
1,719$317.1K0.0%CoreLowAustin, TX2026-11-02
Symphony Financial, Ltd. Co.
1,682$313.4K0.0%GrowthLowHouston, TX2026-10-22
Kassira Wealth Management LLC
1,663$306.8K0.2%GrowthMediumKnoxville, TN2026-10-28
Daiwa Securities Group Inc.
1,660$306.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Farther Finance Advisors, LLC
1,637$302.0K0.0%IndexLowSan Francisco, CA2026-10-08
Acropolis Investment Management, LLC
1,601$295.3K0.0%ETFLowSt. Louis, MO2026-10-08
Sava Infond d.o.o.
1,600$295.2K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Perigon Wealth Management, LLC
1,522$280.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Diversify Advisory Services, LLC
1,494$255.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,494$255.2K0.0%GrowthMediumSandy, UT2026-10-20
1620 Investment Advisors, Inc.
1,432$264.2K0.2%ValueLowPlymouth, MA2026-11-04
Whalen Wealth Management Inc.
1,386$255.7K0.1%GrowthHighLas Vegas, NV2026-10-08
Spire Wealth Management
1,326$244.7K0.0%GrowthMediumMclean, VA2026-10-30
Ring Mountain Capital, LLC
1,318$243.1K0.1%GrowthVery LowTiburon, CA2026-10-13
Focused Wealth Management, Inc
1,293$238.5K0.0%ETFLowNewburgh, NY2026-10-30
Parkside Financial Bank & Trust
1,259$232.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elevated Financial Group LLC
1,257$231.9K0.1%ETFMediumIndianapolis, IN2026-10-16
Sanchez Gaunt Capital Management, LLC
1,240$228.7K0.1%ETFN/AReno, NV2026-11-03
Elevation Point Wealth Partners, LLC
1,235$227.8K0.0%CoreHighDenver, CO2026-11-05
Kestra Private Wealth Services, LLC
1,172$216.1K0.0%GrowthLowAustin, TX2026-10-30
Verdence Capital Advisors LLC
1,154$212.8K0.0%CoreMediumHunt Valley, MD2026-10-26
Triasima Portfolio Management inc.
1,129$208.3K0.0%MomentumHighMontreal, Austria2026-10-15
KBC Group NV
1,127$2080.0%CoreMediumBrussels, Czech Republic2026-10-22
CIBC Asset Management Inc
1,126$207.7K0.0%GARPLowToronto, South Africa2026-11-05
Linscomb Wealth, Inc.
1,119$206.4K0.0%ETFLowHouston, TX2026-11-05
Citizens Financial Group Inc
1,115$205.7K0.0%GrowthLowProvidence, RI2026-10-23
Larson Financial Group LLC
976$180.0K0.0%GrowthLowSt Louis, MO2026-11-05
Caitong International Asset Management Co., Ltd
967$178.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
US Bancorp \de\
724$133.6K0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Wealth Planning Services, Inc.
656$121.0K0.0%GARPLowMansfield, OH2026-10-27
Eastern Bank
600$110.7K0.0%GrowthMediumBoston, MA2026-10-05
SBI Securities Co., Ltd.
586$108.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Quadrant Capital Group LLC
563$102.9K0.0%CoreLowCincinnati, OH2026-10-20
Versant Capital Management, Inc
500$92.2K0.0%GARPLowPhoenix, AZ2026-10-02
Ascentis Wealth Management, LLC
481$88.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Strs Ohio
397$73.2K0.0%CoreMediumColumbus, OH2026-10-30
Tounjian Advisory Partners, LLC
301$55.6K0.0%GrowthHighFort Myers, FL2026-11-04
Avanza Fonder AB
279$51.5K0.0%GrowthLowStockholm, Sweden2026-10-13
Salomon & Ludwin, LLC
245$45.2K0.0%ETFVery LowRichmond, VA2026-10-29
Cullen T Bankers, Inc.
243$44.8K0.0%GrowthLowSan Antonio, TX2026-10-28
State of Wyoming
232$42.8K0.0%ValueHighCheyenne, WY2026-10-28
Signature Equity Partners, LLC
189$34.8K0.0%GrowthMediumColumbus, OH2026-10-29
Evolution Wealth Management Inc.
180$33.2K0.0%ETFMediumFort Myers, FL2026-10-28
Bayforest Capital Ltd
173$31.9K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Parallel Advisors, LLC
163$30.1K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
146$26.9K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
142$26.2K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
137$25.3K0.0%IndexLowAtlanta, GA2026-10-23
Fortitude Family Office, LLC
120$22.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
120$22.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Summit Securities Group LLC
107$19.7K0.0%CoreVery HighNew York, NY2026-11-05
Compass Financial Management LLC
105$19.4K0.0%CoreN/ATampa, FL2026-10-30
First Horizon Corp
105$19.4K0.0%CoreLowMemphis, TN2026-10-26
MassMutual Private Wealth & Trust, FSB
103$19.0K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
87$16.0K0.0%ETFVery LowGap, PA2026-11-04
GK Wealth Management LLC
83$15.3K0.0%GARPVery HighReno, NV2026-10-09
Harbor Investment Advisory, LLC
75$13.8K0.0%GrowthLowLutherville, MD2026-10-13
Blue Bell Private Wealth Management, LLC
73$13.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Trust Co of Vermont
72$13.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
SJS Investment Consulting Inc.
66$12.2K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
65$120.0%ValueHighLondon, United Kingdom2026-10-30
Polaris Financial Partners
57$110.0%GrowthN/AWesterville, OH2026-10-02
Armstrong Advisory Group, Inc
57$10.5K0.0%ETFHighNeedham, MA2026-10-09
Blue Trust, Inc.
53$9.8K0.0%ETFLowBrentwood, TN2026-10-15
TD Waterhouse Canada Inc.
51$9.7K0.0%CoreLowToronto, Australia2026-10-16
Essential Partners LLC
45$8.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Central Trust Co
45$8.3K0.0%CoreLowJefferson City, MO2026-11-05
UMB Private Wealth Management, LLC
42$7.7K0.0%GrowthN/AKansas City, MO2026-10-19
Rakuten Securities, Inc.
34$6.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Private Wealth Management Group, LLC
33$6.1K0.0%ETFLowPrinceton, NJ2026-10-19
Farmers & Merchants Investments Inc
28$5.2K0.0%CoreVery LowLincoln, NE2026-10-22
Wilmington Savings Fund Society, FSB
28$5.2K0.0%CoreLowWilmington, DE2026-10-23
Silver Grove Financial Group, Inc.
21$3.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Sawyer & Company, Inc
20$3.7K0.0%GrowthLowBoston, MA2026-10-21
JFS Wealth Advisors, LLC
20$3.7K0.0%ETFVery LowHermitage, PA2026-11-03
Latitude Advisors, LLC
20$3.7K0.0%ETFLowYorkville, IL2026-10-27
Wolff Wiese Magana LLC
18$3.3K0.0%GrowthLowCarslbad, CA2026-10-15
Creative Capital Management Investments LLC
16$3.0K0.0%ETFLowSan Diego, CA2026-10-28
William B. Walkup & Associates, Inc.
15$2.8K0.0%ValueLowColumbia, SC2026-11-05
Hughes Financial Services, LLC
13$2.2K0.0%ETFLowHerndon, VA2026-10-30
Mather Group, Llc.
12$2.2K0.0%ETFMediumChicago, IL2026-10-14
City State Bank
10$1.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Noble Wealth Management PBC
10$1.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Montag A & Associates Inc
10$1.8K0.0%CoreLowAtlanta, GA2026-10-29
Cedar Mountain Advisors, LLC
9$1.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Avion Wealth
9$10.0%ETFLowThe Woodlands, TX2026-11-04
True Wealth Design, LLC
8$1.5K0.0%ETFMediumAkron, OH2026-10-13
Proathlete Wealth Management LLC
7$1.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
DiNuzzo Private Wealth, Inc.
6$1.1K0.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
6$1.1K0.0%GrowthLowDenver, CO2026-10-09
Burk Holdings LLC
5$9220.0%ETFVery LowTulsa, OK2026-11-05
Bay Harbor Wealth Management, LLC
4$7380.0%ETFMediumHunt Valley, MD2026-11-03
CoreCap Advisors, LLC
4$7380.0%ETFMediumSouthfield, MI2026-10-08
Physician Wealth Advisors, Inc.
3$5540.0%ETFMediumMidvale, UT2026-10-20
Davis Capital Management
3$5530.0%CoreLowJacksonville, FL2026-10-08
TFC Financial Management, Inc.
3$5540.0%ETFVery LowBoston, MA2026-10-26
Bell Investment Advisors, Inc
3$5540.0%ETFVery LowOrinda, CA2026-10-29
DecisionPoint Financial, LLC
1$1910.0%ETFVery LowMesa, AZ2026-10-27
Abound Wealth Management
1$1850.0%ETFVery LowFranklin, TN2026-10-26
Illumine Investment Management, LLC
0$1.5M1.0%Agg GrowthVery LowPoulsbo, WA2026-10-22