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Quantumscape Corp (QS)

CUSIP: 74767V109 | NYSE | Consumer Cyclical · Auto Parts | Mid Cap | 1257 institutional holders

Quarters

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

Dimensional Fund Advisors LP8,609,483
0.0% of portfolio›$40.0M
Bank of New York Mellon Corp1,288,970
0.0% of portfolio›$6.0M
Imc-Chicago, LLC1,005,782
0.0% of portfolio›$4.7M
Oak Thistle LLC609,858
0.3% of portfolio›$2.8M
Simplex Trading, LLC504,362
0.0% of portfolio›$2.3M
Citigroup Inc434,591
0.0% of portfolio›$2.0M
Prospera Financial Services Inc408,240
0.0% of portfolio›$1.7M
Creative Planning388,657
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC369,124
0.0% of portfolio›$1.7M
180 Wealth Advisors, LLC233,313
0.1% of portfolio›$1.1M
Fulcrum Asset Management LLP206,454
0.0% of portfolio›$947.6K
State of New Jersey Common Pension Fund D205,771
0.0% of portfolio›$955.8K
Lido Advisors, LLC194,224
0.0% of portfolio›$902.2K
Cordgrass Capital Advisors, LLC164,237
0.3% of portfolio›$762.9K
Vontobel Holding Ltd.147,465
0.0% of portfolio›$685.0K
Green Alpha Advisors, LLC140,117
0.4% of portfolio›$650.8K
Arizona State Retirement System138,468
0.0% of portfolio›$643.2K
Cambridge Investment Research Advisors, Inc.131,269
0.0% of portfolio›$610
Unique Wealth Strategies, LLC112,625
0.3% of portfolio›$851.4K
SBI Securities Co., Ltd.100,858
0.0% of portfolio›$468.5K
State of Michigan Retirement System82,485
0.0% of portfolio›$383.1K
Flagship Harbor Advisors, LLC80,070
0.0% of portfolio›$371.9K
Mirae Asset Global Investments Co., Ltd.79,467
0.0% of portfolio›$369.1K
Todd Wealth Management, LLC78,002
0.3% of portfolio›$362.3K
Onyx Bridge Wealth Group LLC73,273
0.0% of portfolio›$340.4K
Pictet Asset Management Holding SA71,144
0.0% of portfolio›$330.5K
Wealth Enhancement Advisory Services, LLC61,753
0.0% of portfolio›$282.8K
Strategy Asset Managers LLC53,523
0.0% of portfolio›$248.6K
J. Safra Sarasin Holding AG44,107
0.0% of portfolio›$204.9K
Xponance LLC36,299
0.0% of portfolio›$168.6K
AlphaCore Capital LLC36,062
0.0% of portfolio›$167.5K
Leonteq Securities AG35,953
0.0% of portfolio›$167.0K
Bailard, Inc.34,100
0.0% of portfolio›$158.4K
Virginia Retirement Systems ET Al33,200
0.0% of portfolio›$154.2K
Kestra Private Wealth Services, LLC32,845
0.0% of portfolio›$152.6K
Swiss Life Asset Management Ltd31,253
0.0% of portfolio›$145.2K
Farther Finance Advisors, LLC31,084
0.0% of portfolio›$144.4K
D.A. Davidson & Co.27,365
0.0% of portfolio›$127.1K
Independent Financial Group, LLC26,907
0.0% of portfolio›$125.0K
Axxion S.A.25,421
0.0% of portfolio›$118.1K
Kestra Advisory Services, LLC24,686
0.0% of portfolio›$114.7K
Archvest Wealth Advisors, Inc.23,500
0.1% of portfolio›$109.2K
Ascent Wealth Partners, LLC23,208
0.0% of portfolio›$107.8K
Wedmont Private Capital23,037
0.0% of portfolio›$105.5K
Amalgamated Bank22,630
0.0% of portfolio›$105
Lighthouse Financial LLC22,500
0.0% of portfolio›$104.5K
Wealth Management Nebraska22,403
0.0% of portfolio›$104.1K
Cobblestone Asset Management LLC21,936
0.0% of portfolio›$101.9K
Choreo, LLC21,110
0.0% of portfolio›$98.1K
Dutch Asset Corp20,153
0.0% of portfolio›$93.6K
Cushing Asset Management, LP dba NXG Investment Management20,000
0.0% of portfolio›$92.9K
StoneX Group Inc.19,078
0.0% of portfolio›$100.0K
Robertson Stephens Wealth Management, LLC18,856
0.0% of portfolio›$87.6K
Caitong International Asset Management Co., Ltd18,694
0.0% of portfolio›$86.8K
N10 Wealth, LLC18,000
0.0% of portfolio›$83.6K
Ethic Inc.17,851
0.0% of portfolio›$82.9K
CIBC Asset Management Inc17,790
0.0% of portfolio›$82.6K
US Bancorp \de\17,078
0.0% of portfolio›$79.3K
HUB Investment Partners, LLC17,022
0.0% of portfolio›$79.1K
Parallel Advisors, LLC15,494
0.0% of portfolio›$72.0K
North Dakota State Investment Board15,412
0.0% of portfolio›$71.6K
Frank, Rimerman Advisors LLC15,088
0.0% of portfolio›$70.1K
Sterling Capital Management LLC14,668
0.0% of portfolio›$68.1K
KBC Group NV13,842
0.0% of portfolio›$64
Childress Capital Advisors, LLC13,593
0.0% of portfolio›$63.1K
Sowell Financial Services LLC12,846
0.0% of portfolio›$59.7K
Brighton Jones LLC12,570
0.0% of portfolio›$58.4K
Apollon Wealth Management, LLC12,547
0.0% of portfolio›$58.3K
OceanIQ Capital, LLC12,000
0.0% of portfolio›$49.4K
Opal Wealth Advisors, LLC11,875
0.0% of portfolio›$55.2K
Taylor & Morgan Wealth Management, LLC11,600
0.0% of portfolio›$53.9K
111 Capital11,183
0.0% of portfolio›$51.9K
William John Sempolinski11,000
0.0% of portfolio›$51.1K
MGO One Seven LLC10,929
0.0% of portfolio›$50.8K
Armor Investment Advisors, LLC10,913
0.0% of portfolio›$50.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,755
0.0% of portfolio›$50.0K
Strs Ohio10,659
0.0% of portfolio›$49.5K
Mengis Capital Management, Inc.10,400
0.0% of portfolio›$48.3K
Lodestar Private Asset Management LLC10,335
0.0% of portfolio›$48.0K
Guardian Investment Management10,150
2.2% of portfolio›$3.5M
SWP Financial LLC10,129
0.0% of portfolio›$47.0K
Breakthru Advisory Services, LLC10,000
0.2% of portfolio›$46.5K
Larson Financial Group LLC9,358
0.0% of portfolio›$43.5K
Hilton Head Capital Partners, LLC7,687
0.0% of portfolio›$35.7K
Plante Moran Financial Advisors, LLC6,561
0.0% of portfolio›$30.5K
Nfsg Corp6,007
0.0% of portfolio›$27.9K
TD Waterhouse Canada Inc.5,561
0.0% of portfolio›$25.5K
Cdkv Holdings LLC5,000
0.0% of portfolio›$23.2K
Global Trust Asset Management, LLC5,000
0.0% of portfolio›$23.2K
Ascentis Wealth Management, LLC4,951
0.0% of portfolio›$23.0K
Gamma Investing LLC4,166
0.0% of portfolio›$19.4K
Global X Japan Co., Ltd.3,510
0.0% of portfolio›$16.3K
Spurstone Advisory Services, LLC3,000
0.2% of portfolio›$13.8K
Signaturefd, LLC2,975
0.0% of portfolio›$13.8K
GK Wealth Management LLC2,905
0.0% of portfolio›$13.5K
Heritage Family Offices, LLP2,756
0.0% of portfolio›$12.8K
Spire Wealth Management2,598
0.0% of portfolio›$12.1K
Indiana Trust & Investment Management Co2,150
0.0% of portfolio›$10.0K
Armstrong Advisory Group, Inc2,040
0.0% of portfolio›$9.5K
Union Bancaire Privee, UBP SA2,000
0.0% of portfolio›$9.2K
EverSource Wealth Advisors, LLC1,949
0.0% of portfolio›$9.1K
Fifth Third Bancorp1,911
0.0% of portfolio›$8.9K
Blue Trust, Inc.1,868
0.0% of portfolio›$8.7K
Rakuten Securities, Inc.1,855
0.0% of portfolio›$8.6K
Wilmington Savings Fund Society, FSB1,500
0.0% of portfolio›$7.0K
Provenance Wealth Advisors, LLC1,411
0.0% of portfolio›$6.6K
Parkside Financial Bank & Trust1,351
0.0% of portfolio›$6.3K
Pinnacle Wealth Planning Services, Inc.1,209
0.0% of portfolio›$5.6K
MTM Investment Management, LLC1,200
0.0% of portfolio›$5.6K
Avion Wealth1,130
0.0% of portfolio›$5
Latitude Advisors, LLC1,120
0.0% of portfolio›$5.2K
Kozak & Associates, Inc.1,000
0.0% of portfolio›$4.2K
Reap Financial Group, LLC1,000
0.0% of portfolio›$4.6K
Downshift Financial, LLC1,000
0.0% of portfolio›$4.6K
Blue Bell Private Wealth Management, LLC928
0.0% of portfolio›$4.3K
Trust Co of Toledo NA892
0.0% of portfolio›$4.1K
Covestor Ltd832
0.0% of portfolio›$4
Signature Resources Capital Management, LLC702
0.0% of portfolio›$3.3K
Cape Investment Advisory, Inc.550
0.0% of portfolio›$2.6K
Ascentis Independent Advisors542
0.0% of portfolio›$2.5K
Smallwood Wealth Investment Management, LLC514
0.0% of portfolio›$2.4K
Valley National Advisers Inc500
0.0% of portfolio›$2.3K
Prudent Man Investment Management, Inc.470
0.0% of portfolio›$2.2K
Elyxium Wealth, LLC463
0.0% of portfolio›$2.2K
CX Institutional416
0.0% of portfolio›$2
Western Pacific Wealth Management, LP400
0.0% of portfolio›$1.9K
MassMutual Private Wealth & Trust, FSB371
0.0% of portfolio›$1.7K
Hurley Capital, LLC371
0.0% of portfolio›$1.7K
Bell Investment Advisors, Inc370
0.0% of portfolio›$1.7K
CoreCap Advisors, LLC361
0.0% of portfolio›$1.7K
Bfsg, LLC335
0.0% of portfolio›$1.6K
Costello Asset Management, Inc328
0.0% of portfolio›$1.5K
City Holding Co300
0.0% of portfolio›$1.4K
IFP Advisors, Inc278
0.0% of portfolio›$1.3K
Sawyer & Company, Inc265
0.0% of portfolio›$1.2K
Nova Financial LLC260
0.0% of portfolio›$1.2K
Center for Financial Planning, Inc.219
0.0% of portfolio›$1.0K
Root Financial Partners, LLC205
0.0% of portfolio›$952
Bare Financial Services, Inc200
0.0% of portfolio›$929
Cassaday & Co Wealth Management LLC190
0.0% of portfolio›$883
UMB Private Wealth Management, LLC174
0.0% of portfolio›$808
Burk Holdings LLC172
0.0% of portfolio›$799
Holos Integrated Wealth LLC166
0.0% of portfolio›$647
Owl Creek Wealth Partners LLC165
0.0% of portfolio›$767
Mather Group, Llc.163
0.0% of portfolio›$757
GS Investments, Inc.160
0.0% of portfolio›$743
Syntax Research, Inc.150
0.0% of portfolio›$697
Nisa Investment Advisors, LLC136
0.0% of portfolio›$632
Redwood Park Advisors LLC125
0.0% of portfolio›$581
MV Capital Management, Inc.121
0.0% of portfolio›$563
Gen-Wealth Partners Inc100
0.0% of portfolio›$465
Wolff Wiese Magana LLC100
0.0% of portfolio›$465
Nemes Rush Group LLC74
0.0% of portfolio›$344
Cromwell Holdings LLC69
0.0% of portfolio›$321
Fortitude Family Office, LLC66
0.0% of portfolio›$307
William Mack & Associates, Inc.66
0.0% of portfolio›$307
Murphy & Mullick Capital Management Corp50
0.0% of portfolio›$232
JFS Wealth Advisors, LLC44
0.0% of portfolio›$205
Chapman Financial Group, LLC40
0.0% of portfolio›$186
Creative Capital Management Investments LLC35
0.0% of portfolio›$163
Retirement Wealth Solutions LLC35
0.0% of portfolio›$163
Strengthening Families & Communities, LLC33
0.0% of portfolio›$153
Kelleher Financial Advisors31
0.0% of portfolio›$144
North Star Investment Management Corp.27
0.0% of portfolio›$125
Adkins Seale Capital Management LLC20
0.0% of portfolio›$93
Triumph Capital Management20
0.0% of portfolio›$93
Concord Wealth Partners18
0.0% of portfolio›$84
Silver Grove Financial Group, Inc.18
0.0% of portfolio›$84
DiNuzzo Private Wealth, Inc.16
0.0% of portfolio›$75
Bradley & Co. Private Wealth Management, LLC10
0.0% of portfolio›$46
Bay Harbor Wealth Management, LLC7
0.0% of portfolio›$33
Wealth Enhancement Trust Services, Inc.6
0.0% of portfolio›$28
SJS Investment Consulting Inc.5
0.0% of portfolio›$24
Hoey Investments, Inc5
0.0% of portfolio›$24
Assetmark, Inc4
0.0% of portfolio›$19
Tradewinds Capital Management, LLC4
0.0% of portfolio›$19
Hughes Financial Services, LLC2
0.0% of portfolio›$8
DecisionPoint Financial, LLC1
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
8,609,483$40.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,288,970$6.0M0.0%CoreLowNew York, NY2026-11-05
Imc-Chicago, LLC
1,005,782$4.7M0.0%GARPVery HighChicago, IL2026-11-05
Oak Thistle LLC
609,858$2.8M0.3%ValueVery HighNew York, NY2026-10-21
Simplex Trading, LLC
504,362$2.3M0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
434,591$2.0M0.0%CoreMediumNew York, NY2026-11-04
Prospera Financial Services Inc
408,240$1.7M0.0%CoreMediumDallas, TX2026-11-04
Creative Planning
388,657$1.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
369,124$1.7M0.0%ETFLowWaltham, MA2026-11-02
180 Wealth Advisors, LLC
233,313$1.1M0.1%CoreLowFederal Way, WA2026-11-03
Fulcrum Asset Management LLP
206,454$947.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
State of New Jersey Common Pension Fund D
205,771$955.8K0.0%CoreLowTrenton, NJ2026-11-05
Lido Advisors, LLC
194,224$902.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Cordgrass Capital Advisors, LLC
164,237$762.9K0.3%CoreLowRaleigh, NC2026-10-30
Vontobel Holding Ltd.
147,465$685.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Green Alpha Advisors, LLC
140,117$650.8K0.4%GrowthLowNiwot, CO2026-10-08
Arizona State Retirement System
138,468$643.2K0.0%IndexVery LowPhoenix, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
131,269$6100.0%ETFLowFairfield, IA2026-11-02
Unique Wealth Strategies, LLC
112,625$851.4K0.3%CoreMediumBurr Ridge, IL2026-10-13
SBI Securities Co., Ltd.
100,858$468.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
State of Michigan Retirement System
82,485$383.1K0.0%IndexLowEast Lansing, MI2026-10-27
Flagship Harbor Advisors, LLC
80,070$371.9K0.0%ETFMediumBoston, MA2026-10-26
Mirae Asset Global Investments Co., Ltd.
79,467$369.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Todd Wealth Management, LLC
78,002$362.3K0.3%GARPVery LowVenice, FL2026-10-19
Onyx Bridge Wealth Group LLC
73,273$340.4K0.0%ETFMediumTarrytown, NY2026-10-16
Pictet Asset Management Holding SA
71,144$330.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
61,753$282.8K0.0%CoreLowPlymouth, MN2026-10-13
Strategy Asset Managers LLC
53,523$248.6K0.0%CoreLowPasadena, CA2026-10-14
J. Safra Sarasin Holding AG
44,107$204.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Xponance LLC
36,299$168.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
AlphaCore Capital LLC
36,062$167.5K0.0%ETFLowLa Jolla, CA2026-11-04
Leonteq Securities AG
35,953$167.0K0.0%CoreHighZurich, Switzerland2026-10-29
Bailard, Inc.
34,100$158.4K0.0%GrowthMediumFoster City, CA2026-10-13
Virginia Retirement Systems ET Al
33,200$154.2K0.0%CoreMediumRichmond, VA2026-10-28
Kestra Private Wealth Services, LLC
32,845$152.6K0.0%GrowthLowAustin, TX2026-10-30
Swiss Life Asset Management Ltd
31,253$145.2K0.0%CoreLowZurich, Switzerland2026-11-03
Farther Finance Advisors, LLC
31,084$144.4K0.0%IndexLowSan Francisco, CA2026-10-08
D.A. Davidson & Co.
27,365$127.1K0.0%CoreLowGreat Falls, MT2026-10-28
Independent Financial Group, LLC
26,907$125.0K0.0%GrowthLowSan Diego, CA2026-10-13
Axxion S.A.
25,421$118.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Kestra Advisory Services, LLC
24,686$114.7K0.0%CoreLowAustin, TX2026-11-02
Archvest Wealth Advisors, Inc.
23,500$109.2K0.1%ETFLowConcord, CA2026-10-29
Ascent Wealth Partners, LLC
23,208$107.8K0.0%GrowthLowNew Hartford, NY2026-10-23
Wedmont Private Capital
23,037$105.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Amalgamated Bank
22,630$1050.0%CoreVery LowNew York, NY2026-10-23
Lighthouse Financial LLC
22,500$104.5K0.0%Agg GrowthLowLargo, FL2026-10-23
Wealth Management Nebraska
22,403$104.1K0.0%ETFLowNorfolk, NE2026-10-26
Cobblestone Asset Management LLC
21,936$101.9K0.0%ETFMediumRichmond, VA2026-10-13
Choreo, LLC
21,110$98.1K0.0%IndexLowRockford, IL2026-10-28
Dutch Asset Corp
20,153$93.6K0.0%GrowthMediumSelkirk, NY2026-10-20
Cushing Asset Management, LP dba NXG Investment Management
20,000$92.9K0.0%YieldMediumDallas, TX2026-10-26
StoneX Group Inc.
19,078$100.0K0.0%ETFMediumNew York, NY2026-11-03
Robertson Stephens Wealth Management, LLC
18,856$87.6K0.0%ETFMediumSan Francisco, CA2026-10-16
Caitong International Asset Management Co., Ltd
18,694$86.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
N10 Wealth, LLC
18,000$83.6K0.0%Agg GrowthN/AGreenwich, CT2026-10-14
Ethic Inc.
17,851$82.9K0.0%CoreLowNew York, NY2026-11-03
CIBC Asset Management Inc
17,790$82.6K0.0%GARPLowToronto, South Africa2026-11-05
US Bancorp \de\
17,078$79.3K0.0%IndexLowMinneapolis, MN2026-11-05
HUB Investment Partners, LLC
17,022$79.1K0.0%GrowthLowAustin, TX2026-11-03
Parallel Advisors, LLC
15,494$72.0K0.0%IndexLowSan Francisco, CA2026-11-03
North Dakota State Investment Board
15,412$71.6K0.0%GrowthMediumBismarck, ND2026-10-27
Frank, Rimerman Advisors LLC
15,088$70.1K0.0%GrowthLowPalo Alto, CA2026-10-16
Sterling Capital Management LLC
14,668$68.1K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
13,842$640.0%CoreMediumBrussels, Czech Republic2026-10-22
Childress Capital Advisors, LLC
13,593$63.1K0.0%GARPMediumHouston, TX2026-10-28
Sowell Financial Services LLC
12,846$59.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Brighton Jones LLC
12,570$58.4K0.0%CoreVery LowSeattle, WA2026-11-03
Apollon Wealth Management, LLC
12,547$58.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
OceanIQ Capital, LLC
12,000$49.4K0.0%GrowthN/APalo Alto, CA2026-10-19
Opal Wealth Advisors, LLC
11,875$55.2K0.0%ETFLowJericho, NY2026-10-16
Taylor & Morgan Wealth Management, LLC
11,600$53.9K0.0%ETFVery LowTroy, MI2026-10-09
111 Capital
11,183$51.9K0.0%CoreVery HighParis, India2026-11-03
William John Sempolinski
11,000$51.1K0.0%MomentumLowEaston, MA2026-10-20
MGO One Seven LLC
10,929$50.8K0.0%GrowthLowBeachwood, OH2026-10-28
Armor Investment Advisors, LLC
10,913$50.7K0.0%ETFLowRaleigh, NC2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,755$50.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Strs Ohio
10,659$49.5K0.0%CoreMediumColumbus, OH2026-10-30
Mengis Capital Management, Inc.
10,400$48.3K0.0%CoreLowPortland, OR2026-10-13
Lodestar Private Asset Management LLC
10,335$48.0K0.0%ETFLowAlamo, CA2026-10-26
Guardian Investment Management
10,150$3.5M2.2%GrowthLowTiburon, CA2026-10-23
SWP Financial LLC
10,129$47.0K0.0%ETFMediumEncinitas, CA2026-10-23
Breakthru Advisory Services, LLC
10,000$46.5K0.2%ETFLowMuskego, WI2026-10-13
Larson Financial Group LLC
9,358$43.5K0.0%GrowthLowSt Louis, MO2026-11-05
Hilton Head Capital Partners, LLC
7,687$35.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Plante Moran Financial Advisors, LLC
6,561$30.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Nfsg Corp
6,007$27.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
5,561$25.5K0.0%CoreLowToronto, Australia2026-10-16
Cdkv Holdings LLC
5,000$23.2K0.0%ETFMediumDenver, CO2026-10-28
Global Trust Asset Management, LLC
5,000$23.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Ascentis Wealth Management, LLC
4,951$23.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Gamma Investing LLC
4,166$19.4K0.0%IndexVery LowFoster City, CA2026-10-08
Global X Japan Co., Ltd.
3,510$16.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Spurstone Advisory Services, LLC
3,000$13.8K0.2%CoreLowHigganum, CT2026-11-02
Signaturefd, LLC
2,975$13.8K0.0%IndexLowAtlanta, GA2026-10-23
GK Wealth Management LLC
2,905$13.5K0.0%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
2,756$12.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Spire Wealth Management
2,598$12.1K0.0%GrowthMediumMclean, VA2026-10-30
Indiana Trust & Investment Management Co
2,150$10.0K0.0%GrowthLowMishawaka, IN2026-10-22
Armstrong Advisory Group, Inc
2,040$9.5K0.0%ETFHighNeedham, MA2026-10-09
Union Bancaire Privee, UBP SA
2,000$9.2K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
EverSource Wealth Advisors, LLC
1,949$9.1K0.0%CoreMediumBirmingham, AL2026-11-04
Fifth Third Bancorp
1,911$8.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Blue Trust, Inc.
1,868$8.7K0.0%ETFLowBrentwood, TN2026-10-15
Rakuten Securities, Inc.
1,855$8.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Wilmington Savings Fund Society, FSB
1,500$7.0K0.0%CoreLowWilmington, DE2026-10-23
Provenance Wealth Advisors, LLC
1,411$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
1,351$6.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pinnacle Wealth Planning Services, Inc.
1,209$5.6K0.0%GARPLowMansfield, OH2026-10-27
MTM Investment Management, LLC
1,200$5.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
Avion Wealth
1,130$50.0%ETFLowThe Woodlands, TX2026-11-04
Latitude Advisors, LLC
1,120$5.2K0.0%ETFLowYorkville, IL2026-10-27
Kozak & Associates, Inc.
1,000$4.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Reap Financial Group, LLC
1,000$4.6K0.0%ETFLowAustin, TX2026-11-02
Downshift Financial, LLC
1,000$4.6K0.0%ETFLowBoulder, CO2026-10-13
Blue Bell Private Wealth Management, LLC
928$4.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Trust Co of Toledo NA
892$4.1K0.0%GrowthVery LowHolland, OH2026-10-16
Covestor Ltd
832$40.0%ValueHighLondon, United Kingdom2026-10-30
Signature Resources Capital Management, LLC
702$3.3K0.0%ETFLowNewport Beach, CA2026-10-16
Cape Investment Advisory, Inc.
550$2.6K0.0%ETFLowMcdonough, GA2026-10-13
Ascentis Independent Advisors
542$2.5K0.0%ETFLowDallas, TX2026-11-03
Smallwood Wealth Investment Management, LLC
514$2.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Valley National Advisers Inc
500$2.3K0.0%ETFLowBethlehem, PA2026-10-23
Prudent Man Investment Management, Inc.
470$2.2K0.0%ETFVery LowLouisville, CO2026-11-03
Elyxium Wealth, LLC
463$2.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
CX Institutional
416$20.0%CoreMediumAuburn, IN2026-10-02
Western Pacific Wealth Management, LP
400$1.9K0.0%GrowthLowLake Forest, IL2026-10-16
MassMutual Private Wealth & Trust, FSB
371$1.7K0.0%CoreLowSpringfield, MA2026-10-05
Hurley Capital, LLC
371$1.7K0.0%GARPMediumNew York, NY2026-11-05
Bell Investment Advisors, Inc
370$1.7K0.0%ETFVery LowOrinda, CA2026-10-29
CoreCap Advisors, LLC
361$1.7K0.0%ETFMediumSouthfield, MI2026-10-08
Bfsg, LLC
335$1.6K0.0%CoreLowIrvine, CA2026-10-30
Costello Asset Management, Inc
328$1.5K0.0%CoreLowFeasterville, PA2026-10-30
City Holding Co
300$1.4K0.0%CoreLowCharleston, WV2026-10-19
IFP Advisors, Inc
278$1.3K0.0%GrowthLowTampa, FL2026-10-16
Sawyer & Company, Inc
265$1.2K0.0%GrowthLowBoston, MA2026-10-21
Nova Financial LLC
260$1.2K0.0%N/AN/ATucson, AZ2026-11-04
Center for Financial Planning, Inc.
219$1.0K0.0%ETFLowSouthfied, MI2026-10-26
Root Financial Partners, LLC
205$9520.0%ETFMediumEncinitas, CA2026-10-21
Bare Financial Services, Inc
200$9290.0%ETFVery LowGap, PA2026-11-04
Cassaday & Co Wealth Management LLC
190$8830.0%ETFVery LowMclean, VA2026-10-27
UMB Private Wealth Management, LLC
174$8080.0%GrowthN/AKansas City, MO2026-10-19
Burk Holdings LLC
172$7990.0%ETFVery LowTulsa, OK2026-11-05
Holos Integrated Wealth LLC
166$6470.0%ETFLowKennett Square, PA2026-10-23
Owl Creek Wealth Partners LLC
165$7670.0%IndexLowGreenwood Village, CO2026-10-20
Mather Group, Llc.
163$7570.0%ETFMediumChicago, IL2026-10-14
GS Investments, Inc.
160$7430.0%CoreVery LowEagan, MN2026-11-05
Syntax Research, Inc.
150$6970.0%ETFMediumBoca Raton, FL2026-11-04
Nisa Investment Advisors, LLC
136$6320.0%IndexVery LowSt. Louis, MO2026-10-20
Redwood Park Advisors LLC
125$5810.0%ETFVery LowRedwood City, CA2026-11-02
MV Capital Management, Inc.
121$5630.0%ETFLowBethesda, MD2026-10-29
Gen-Wealth Partners Inc
100$4650.0%CoreLowZeeland, MI2026-11-04
Wolff Wiese Magana LLC
100$4650.0%GrowthLowCarslbad, CA2026-10-15
Nemes Rush Group LLC
74$3440.0%CoreVery LowNovi, MI2026-11-04
Cromwell Holdings LLC
69$3210.0%IndexLowJackson, WY2026-10-28
Fortitude Family Office, LLC
66$3070.0%ETFMediumScottsdale, AZ2026-10-14
William Mack & Associates, Inc.
66$3070.0%ETFLowTroy, MI2026-10-27
Murphy & Mullick Capital Management Corp
50$2320.0%GrowthLowSmithtown, NY2026-11-02
JFS Wealth Advisors, LLC
44$2050.0%ETFVery LowHermitage, PA2026-11-03
Chapman Financial Group, LLC
40$1860.0%CoreVery LowHonolulu, HI2026-10-26
Creative Capital Management Investments LLC
35$1630.0%ETFLowSan Diego, CA2026-10-28
Retirement Wealth Solutions LLC
35$1630.0%ETFLowMarshfield, WI2026-10-07
Strengthening Families & Communities, LLC
33$1530.0%CoreMediumBoston, MA2026-10-21
Kelleher Financial Advisors
31$1440.0%CoreMediumNew York, NY2026-10-30
North Star Investment Management Corp.
27$1250.0%CoreLowChicago, IL2026-10-27
Adkins Seale Capital Management LLC
20$930.0%CoreVery LowShreveport, LA2026-10-27
Triumph Capital Management
20$930.0%ETFMediumDenver, CO2026-10-14
Concord Wealth Partners
18$840.0%GrowthLowAbingdon, VA2026-11-02
Silver Grove Financial Group, Inc.
18$840.0%CoreMediumOrchard Park, NY2026-11-05
DiNuzzo Private Wealth, Inc.
16$750.0%ETFLowBeaver, PA2026-10-16
Bradley & Co. Private Wealth Management, LLC
10$460.0%CoreVery LowMiami, FL2026-10-23
Bay Harbor Wealth Management, LLC
7$330.0%ETFMediumHunt Valley, MD2026-11-03
Wealth Enhancement Trust Services, Inc.
6$280.0%GrowthMediumSioux Falls, SD2026-10-07
SJS Investment Consulting Inc.
5$240.0%ETFVery LowSylvania, OH2026-10-26
Hoey Investments, Inc
5$240.0%Agg GrowthLowCoatesville, PA2026-10-29
Assetmark, Inc
4$190.0%ETFLowConcord, CA2026-10-21
Tradewinds Capital Management, LLC
4$190.0%ETFVery HighBellingham, WA2026-10-23
Hughes Financial Services, LLC
2$80.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
1$50.0%ETFVery LowMesa, AZ2026-10-27