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RLI Corp (RLI)

CUSIP: 749607107 | NYSE | Financial Services · Insurance - Property & Casualty | Mid Cap | 1149 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.8,187,4718.9%New 5%+ stakeSep 30, 202692d ahead of 13F (8,332,056 sh) · −144,585
13G/ABlackRock, Inc.8,187,471
8.9% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (8,332,056 sh) · −144,585

Institutional Holders — Q3 2026

Wasatch Advisors LP4,036,368
1.7% of portfolio›$223.3M
Markel Group Inc.2,421,922
1.0% of portfolio›$134.0M
Dimensional Fund Advisors LP1,936,606
0.0% of portfolio›$107.1M
Van Berkom & Associates Inc.1,145,961
0.0% of portfolio›$63.4K
Bank of New York Mellon Corp761,243
0.0% of portfolio›$42.1M
ProShare Advisors LLC463,383
0.0% of portfolio›$25.6M
Confluence Investment Management LLC317,546
0.3% of portfolio›$17.6M
Nepsis Inc.284,106
4.9% of portfolio›$15.7M
Principal Financial Group Inc278,878
0.0% of portfolio›$15.4M
Vaughan David Investments LLC269,805
0.0% of portfolio›$14.9K
PhiloSmith Capital Corp268,992
4.1% of portfolio›$14.9M
Eulav Asset Management223,000
0.4% of portfolio›$12.3M
Mutual of America Capital Management LLC188,824
0.1% of portfolio›$10.4M
Schwartz Investment Counsel Inc173,440
0.3% of portfolio›$9.6M
Retirement Systems of Alabama147,159
0.0% of portfolio›$8.1M
Creative Planning140,229
0.0% of portfolio›$7.8M
Alps Advisors Inc126,538
0.0% of portfolio›$7.0M
Prospera Financial Services Inc118,363
0.1% of portfolio›$7.7M
New York State Teachers Retirement System111,766
0.0% of portfolio›$6.2K
Citigroup Inc104,716
0.0% of portfolio›$5.8M
VestGen Advisors, LLC85,808
0.1% of portfolio›$4.7M
Strs Ohio82,206
0.0% of portfolio›$4.5M
Regions Financial Corp75,759
0.0% of portfolio›$4.2M
B. Metzler seel. Sohn & Co. AG75,311
0.0% of portfolio›$4.2M
Isthmus Partners, LLC65,169
0.3% of portfolio›$3.6M
Nisa Investment Advisors, LLC60,313
0.0% of portfolio›$3.3M
Oppenheimer Asset Management Inc.52,400
0.0% of portfolio›$2.9M
Wedmont Private Capital50,656
0.1% of portfolio›$2.9M
Oak Thistle LLC47,584
0.2% of portfolio›$2.6M
AGF Management LTD43,004
0.0% of portfolio›$2.4M
Amalgamated Bank40,987
0.0% of portfolio›$2.3K
Thrivent Financial for Lutherans40,316
0.0% of portfolio›$2.2K
Atria Investments, Inc38,308
0.0% of portfolio›$2.1M
Hingham Institution for Savings35,000
1.4% of portfolio›$1.9M
State of New Jersey Common Pension Fund D32,982
0.0% of portfolio›$1.8M
Chatham Capital Group, Inc.29,543
0.2% of portfolio›$1.6M
Benedict Financial Advisors Inc28,630
0.3% of portfolio›$1.6M
Illinois Municipal Retirement Fund28,166
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System27,300
0.0% of portfolio›$1.5M
Achmea Investment Management B.V.26,148
0.0% of portfolio›$1.4M
Davenport & Co LLC24,725
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC24,213
0.0% of portfolio›$1.3M
Arizona State Retirement System23,956
0.0% of portfolio›$1.3M
Commonwealth Equity Services, LLC22,273
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,906
0.0% of portfolio›$1.2M
State of Michigan Retirement System21,532
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd20,238
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund18,972
0.0% of portfolio›$1.0M
Norden Group LLC18,922
0.1% of portfolio›$1.0M
Quadrant Capital Group LLC17,184
0.0% of portfolio›$981.2K
Vise Technologies, Inc.16,894
0.0% of portfolio›$934.4K
Lido Advisors, LLC15,941
0.0% of portfolio›$881.8K
Wedbush Securities Inc15,932
0.0% of portfolio›$881
Exchange Traded Concepts, LLC13,715
0.0% of portfolio›$758.6K
Inspire Investing, LLC13,696
0.0% of portfolio›$757.5K
Perigon Wealth Management, LLC13,223
0.0% of portfolio›$731.4K
Pictet Asset Management Holding SA13,209
0.0% of portfolio›$730.6K
Simplicity Wealth,LLC13,199
0.0% of portfolio›$730.0K
Cambridge Investment Research Advisors, Inc.13,145
0.0% of portfolio›$727
Wealth Enhancement Advisory Services, LLC12,778
0.0% of portfolio›$719.4K
Redmond Asset Management, LLC11,515
0.2% of portfolio›$636.9K
Apollon Wealth Management, LLC10,977
0.0% of portfolio›$607.2K
Larson Financial Group LLC10,631
0.0% of portfolio›$588.0K
Counterpoint Mutual Funds LLC10,397
0.0% of portfolio›$575.1K
Xponance LLC10,017
0.0% of portfolio›$554.0K
Gamma Investing LLC9,865
0.0% of portfolio›$545.6K
Impact Capital Partners LLC9,421
0.1% of portfolio›$521.1K
Daiwa Securities Group Inc.9,069
0.0% of portfolio›$501.6K
State of Alaska, Department of Revenue8,698
0.0% of portfolio›$481
State of Wyoming8,531
0.0% of portfolio›$471.9K
Crossmark Global Holdings, Inc.7,347
0.0% of portfolio›$406.4K
Curated Wealth Partners LLC7,307
0.0% of portfolio›$404.2K
Archer Investment Management, LLC7,100
0.1% of portfolio›$392.7K
HB Wealth Management, LLC7,082
0.0% of portfolio›$391.7K
D.A. Davidson & Co.7,071
0.0% of portfolio›$391.1K
Yorktown Management & Research Co Inc6,650
0.2% of portfolio›$367.8K
MAD River Investors6,000
0.1% of portfolio›$331.9K
Evergreen Capital Management LLC5,822
0.0% of portfolio›$322.0K
Ascent Group, LLC5,668
0.0% of portfolio›$313.5K
Fifth Third Wealth Advisors LLC5,667
0.0% of portfolio›$313.4K
Virginia Retirement Systems ET Al5,500
0.0% of portfolio›$304.2K
Swiss Life Asset Management Ltd5,446
0.0% of portfolio›$301.2K
Tuttle Capital Management, LLC5,430
0.1% of portfolio›$300.3K
Walled Lake Planning & Wealth Management, LLC5,315
0.1% of portfolio›$294.0K
Everhart Financial Group, Inc.5,187
0.0% of portfolio›$286.9K
AlphaCore Capital LLC5,098
0.0% of portfolio›$282.0K
Old National Bancorp4,715
0.0% of portfolio›$260.8K
Facet Wealth, Inc.4,666
0.0% of portfolio›$258.1K
Associated Banc-Corp4,629
0.0% of portfolio›$256.0K
Allen Capital Group, LLC4,474
0.0% of portfolio›$247.5K
US Bancorp \de\4,449
0.0% of portfolio›$246.1K
Somerset Trust Co4,433
0.1% of portfolio›$245.2K
South Shore Capital Advisors4,290
0.2% of portfolio›$237.3K
Truist Financial Corp4,286
0.0% of portfolio›$237.0K
Busey Bank4,100
0.0% of portfolio›$226.8K
Brighton Securities Corp.4,044
0.1% of portfolio›$223.7K
Argos Wealth Advisors, LLC4,037
0.1% of portfolio›$223.3K
Keybank National Association3,876
0.0% of portfolio›$214.4K
SFE Investment Counsel3,820
0.0% of portfolio›$211.3K
Krilogy Financial LLC3,727
0.0% of portfolio›$211.1K
Signaturefd, LLC3,723
0.0% of portfolio›$205.9K
Choreo, LLC3,708
0.0% of portfolio›$205.1K
Caitong International Asset Management Co., Ltd3,418
0.0% of portfolio›$189.1K
KBC Group NV2,701
0.0% of portfolio›$149
Parkside Financial Bank & Trust2,692
0.0% of portfolio›$148.9K
Sterling Capital Management LLC2,371
0.0% of portfolio›$131.1K
Private Trust Co NA2,200
0.0% of portfolio›$121.7K
Evolution Wealth Management Inc.1,762
0.1% of portfolio›$97.5K
Country Trust Bank1,600
0.0% of portfolio›$88.5K
Parallel Advisors, LLC1,537
0.0% of portfolio›$85.0K
First Community Trust NA1,400
0.0% of portfolio›$77.4K
EverSource Wealth Advisors, LLC1,287
0.0% of portfolio›$71.2K
Heritage Family Offices, LLP1,072
0.0% of portfolio›$59.3K
Covestor Ltd883
0.0% of portfolio›$49
Assetmark, Inc845
0.0% of portfolio›$46.7K
Versant Capital Management, Inc835
0.0% of portfolio›$46.2K
IFP Advisors, Inc720
0.0% of portfolio›$39.8K
Mather Group, Llc.706
0.0% of portfolio›$39.0K
Farther Finance Advisors, LLC629
0.0% of portfolio›$34.8K
SBI Securities Co., Ltd.505
0.0% of portfolio›$27.9K
Compass Wealth Management LLC480
0.0% of portfolio›$26.5K
Essential Partners LLC467
0.0% of portfolio›$25.8K
Silver Grove Financial Group, Inc.442
0.0% of portfolio›$24.4K
True Wealth Design, LLC427
0.0% of portfolio›$23.6K
Ascentis Independent Advisors406
0.0% of portfolio›$22.5K
Golden State Wealth Management, LLC401
0.0% of portfolio›$22.2K
Chung Wu Investment Group, LLC400
0.0% of portfolio›$22.1K
Mitsubishi UFJ Asset Management Co., Ltd.396
0.0% of portfolio›$21.9K
SJS Investment Consulting Inc.379
0.0% of portfolio›$21.0K
CX Institutional281
0.0% of portfolio›$16
Physician Wealth Advisors, Inc.279
0.0% of portfolio›$15.4K
Capital Advisors, Ltd. LLC266
0.0% of portfolio›$15
Creative Financial Designs Inc265
0.0% of portfolio›$14.6K
Root Financial Partners, LLC246
0.0% of portfolio›$13.6K
James T. Borello RIA241
0.0% of portfolio›$13.3K
MassMutual Private Wealth & Trust, FSB235
0.0% of portfolio›$13.0K
Owl Creek Wealth Partners LLC235
0.0% of portfolio›$13.0K
Proathlete Wealth Management LLC179
0.0% of portfolio›$9.9K
Financial Network Wealth Advisors LLC172
0.0% of portfolio›$9.5K
Elevation Wealth Partners, LLC150
0.0% of portfolio›$8.3K
Provenance Wealth Advisors, LLC137
0.0% of portfolio›$7.6K
SRH Advisors, LLC132
0.0% of portfolio›$7.3K
Mcdonald Partners LLC124
0.0% of portfolio›$6.9K
City State Bank120
0.0% of portfolio›$6.6K
Fortitude Family Office, LLC100
0.0% of portfolio›$5.5K
Oakworth Capital, Inc.100
0.0% of portfolio›$5.5K
Pinnacle Wealth Planning Services, Inc.99
0.0% of portfolio›$5.5K
Bare Financial Services, Inc94
0.0% of portfolio›$5.2K
Farmers & Merchants Investments Inc76
0.0% of portfolio›$4.2K
GK Wealth Management LLC74
0.0% of portfolio›$4.1K
CoreCap Advisors, LLC67
0.0% of portfolio›$3.7K
Entrust Financial LLC60
0.0% of portfolio›$3.3K
Plante Moran Financial Advisors, LLC60
0.0% of portfolio›$3.3K
North Star Investment Management Corp.53
0.0% of portfolio›$2.9K
WPG Advisers, LLC48
0.0% of portfolio›$2.7K
TD Private Client Wealth LLC44
0.0% of portfolio›$2.4K
Elyxium Wealth, LLC42
0.0% of portfolio›$2.3K
Avion Wealth36
0.0% of portfolio›$1
Creative Capital Management Investments LLC35
0.0% of portfolio›$1.9K
JFS Wealth Advisors, LLC34
0.0% of portfolio›$1.9K
MV Capital Management, Inc.33
0.0% of portfolio›$1.8K
Hughes Financial Services, LLC31
0.0% of portfolio›$2.0K
UMB Private Wealth Management, LLC27
0.0% of portfolio›$1.5K
Ascentis Wealth Management, LLC20
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC18
0.0% of portfolio›$996
Retirement Wealth Solutions LLC16
0.0% of portfolio›$885
Financial Management Professionals, Inc.14
0.0% of portfolio›$774
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$664
Quaker Wealth Management, LLC12
0.0% of portfolio›$664
Valley National Advisers Inc11
0.0% of portfolio›$609
Signature Equity Partners, LLC11
0.0% of portfolio›$608
Fairway Wealth LLC11
0.0% of portfolio›$608
First Horizon Corp10
0.0% of portfolio›$553
Planning Strategies Inc.9
0.0% of portfolio›$498
Cromwell Holdings LLC9
0.0% of portfolio›$498
Rossby Financial, LCC6
0.0% of portfolio›$332
Financial Consulate, Inc5
0.0% of portfolio›$277
Manchester Capital Management LLC4
0.0% of portfolio›$222
DecisionPoint Financial, LLC4
0.0% of portfolio›$225
Pension & Wealth Management Advisors, Inc.4
0.0% of portfolio›$221
Maryland Capital Advisors Inc.1
0.0% of portfolio›$56
StyleTurnoverLocationFiled
Wasatch Advisors LP
4,036,368$223.3M1.7%GARPMediumSalt Lake City, UT2026-10-13
Markel Group Inc.
2,421,922$134.0M1.0%CoreVery LowGlen Allen, VA2026-10-30
Dimensional Fund Advisors LP
1,936,606$107.1M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
1,145,961$63.4K0.0%Deep ValueMediumMontreal, Austria2026-11-04
Bank of New York Mellon Corp
761,243$42.1M0.0%CoreLowNew York, NY2026-11-05
ProShare Advisors LLC
463,383$25.6M0.0%GrowthLowBethesda, MD2026-10-29
Confluence Investment Management LLC
317,546$17.6M0.3%ValueMediumSt. Louis, MO2026-10-01
Nepsis Inc.
284,106$15.7M4.9%CoreMediumMinneapolis, MN2026-10-13
Principal Financial Group Inc
278,878$15.4M0.0%CoreLowDes Moines, IA2026-11-02
Vaughan David Investments LLC
269,805$14.9K0.0%ValueLowPeoria, IL2026-11-05
PhiloSmith Capital Corp
268,992$14.9M4.1%Deep ValueVery LowStamford, CT2026-10-23
Eulav Asset Management
223,000$12.3M0.4%GrowthMediumSarasota, FL2026-10-23
Mutual of America Capital Management LLC
188,824$10.4M0.1%IndexLowNew York, NY2026-10-23
Schwartz Investment Counsel Inc
173,440$9.6M0.3%GrowthMediumPlymouth, MI2026-10-26
Retirement Systems of Alabama
147,159$8.1M0.0%IndexLowMontgomery, AL2026-11-04
Creative Planning
140,229$7.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Alps Advisors Inc
126,538$7.0M0.0%YieldLowDenver, CO2026-11-03
Prospera Financial Services Inc
118,363$7.7M0.1%CoreMediumDallas, TX2026-11-04
New York State Teachers Retirement System
111,766$6.2K0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
104,716$5.8M0.0%CoreMediumNew York, NY2026-11-04
VestGen Advisors, LLC
85,808$4.7M0.1%GrowthMediumChicago, IL2026-10-27
Strs Ohio
82,206$4.5M0.0%CoreMediumColumbus, OH2026-10-30
Regions Financial Corp
75,759$4.2M0.0%CoreLowBirmingham, AL2026-11-05
B. Metzler seel. Sohn & Co. AG
75,311$4.2M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Isthmus Partners, LLC
65,169$3.6M0.3%ValueMediumMadison, WI2026-10-21
Nisa Investment Advisors, LLC
60,313$3.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Oppenheimer Asset Management Inc.
52,400$2.9M0.0%CoreMediumNew York, NY2026-10-27
Wedmont Private Capital
50,656$2.9M0.1%IndexVery LowWest Chester, PA2026-10-09
Oak Thistle LLC
47,584$2.6M0.2%ValueVery HighNew York, NY2026-10-21
AGF Management LTD
43,004$2.4M0.0%GrowthHighToronto, Australia2026-11-03
Amalgamated Bank
40,987$2.3K0.0%CoreVery LowNew York, NY2026-10-23
Thrivent Financial for Lutherans
40,316$2.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Atria Investments, Inc
38,308$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
Hingham Institution for Savings
35,000$1.9M1.4%CoreLowHingham, MA2026-10-20
State of New Jersey Common Pension Fund D
32,982$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Chatham Capital Group, Inc.
29,543$1.6M0.2%CoreLowSavannah, GA2026-10-16
Benedict Financial Advisors Inc
28,630$1.6M0.3%CoreVery LowAtlanta, GA2026-10-07
Illinois Municipal Retirement Fund
28,166$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
27,300$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Achmea Investment Management B.V.
26,148$1.4M0.0%CoreMediumZeist, Philippines2026-10-30
Davenport & Co LLC
24,725$1.4M0.0%CoreMediumRichmond, VA2026-10-14
Yousif Capital Management, LLC
24,213$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
23,956$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth Equity Services, LLC
22,273$1.2M0.0%ETFLowWaltham, MA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
21,906$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
21,532$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
Y-Intercept (Hong Kong) Ltd
20,238$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Oregon Public Employees Retirement Fund
18,972$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Norden Group LLC
18,922$1.0M0.1%GrowthMediumProvo, UT2026-10-20
Quadrant Capital Group LLC
17,184$981.2K0.0%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
16,894$934.4K0.0%IndexLowNew York, NY2026-10-29
Lido Advisors, LLC
15,941$881.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Wedbush Securities Inc
15,932$8810.0%CoreLowPasadena, CA2026-10-22
Exchange Traded Concepts, LLC
13,715$758.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Inspire Investing, LLC
13,696$757.5K0.0%GARPHighMeridian, ID2026-10-22
Perigon Wealth Management, LLC
13,223$731.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Pictet Asset Management Holding SA
13,209$730.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Simplicity Wealth,LLC
13,199$730.0K0.0%ETFLowSummit, NJ2026-10-23
Cambridge Investment Research Advisors, Inc.
13,145$7270.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
12,778$719.4K0.0%CoreLowPlymouth, MN2026-10-13
Redmond Asset Management, LLC
11,515$636.9K0.2%CoreLowHenrico, VA2026-10-27
Apollon Wealth Management, LLC
10,977$607.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Larson Financial Group LLC
10,631$588.0K0.0%GrowthLowSt Louis, MO2026-11-05
Counterpoint Mutual Funds LLC
10,397$575.1K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Xponance LLC
10,017$554.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Gamma Investing LLC
9,865$545.6K0.0%IndexVery LowFoster City, CA2026-10-08
Impact Capital Partners LLC
9,421$521.1K0.1%GrowthLowGreenwood Village, CO2026-10-22
Daiwa Securities Group Inc.
9,069$501.6K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
State of Alaska, Department of Revenue
8,698$4810.0%CoreVery LowJuneau, AK2026-10-15
State of Wyoming
8,531$471.9K0.0%ValueHighCheyenne, WY2026-10-28
Crossmark Global Holdings, Inc.
7,347$406.4K0.0%GARPMediumHouston, TX2026-10-21
Curated Wealth Partners LLC
7,307$404.2K0.0%GARPLowEl Segundo, CA2026-10-15
Archer Investment Management, LLC
7,100$392.7K0.1%ETFHighAustin, TX2026-10-13
HB Wealth Management, LLC
7,082$391.7K0.0%IndexVery LowAtlanta, GA2026-10-23
D.A. Davidson & Co.
7,071$391.1K0.0%CoreLowGreat Falls, MT2026-10-28
Yorktown Management & Research Co Inc
6,650$367.8K0.2%MomentumMediumForest, VA2026-10-28
MAD River Investors
6,000$331.9K0.1%Agg GrowthVery LowBoston, MA2026-10-27
Evergreen Capital Management LLC
5,822$322.0K0.0%GARPMediumBellevue, WA2026-10-23
Ascent Group, LLC
5,668$313.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Fifth Third Wealth Advisors LLC
5,667$313.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Virginia Retirement Systems ET Al
5,500$304.2K0.0%CoreMediumRichmond, VA2026-10-28
Swiss Life Asset Management Ltd
5,446$301.2K0.0%CoreLowZurich, Switzerland2026-11-03
Tuttle Capital Management, LLC
5,430$300.3K0.1%GrowthHighRiverside, CT2026-10-21
Walled Lake Planning & Wealth Management, LLC
5,315$294.0K0.1%ETFLowHighland Park, IL2026-10-29
Everhart Financial Group, Inc.
5,187$286.9K0.0%ETFLowDublin, OH2026-10-08
AlphaCore Capital LLC
5,098$282.0K0.0%ETFLowLa Jolla, CA2026-11-04
Old National Bancorp
4,715$260.8K0.0%CoreLowEvansville, IN2026-10-20
Facet Wealth, Inc.
4,666$258.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Associated Banc-Corp
4,629$256.0K0.0%CoreLowGreen Bay, WI2026-10-30
Allen Capital Group, LLC
4,474$247.5K0.0%CoreLowGrand Island, NE2026-10-27
US Bancorp \de\
4,449$246.1K0.0%IndexLowMinneapolis, MN2026-11-05
Somerset Trust Co
4,433$245.2K0.1%CoreVery LowSomerset, PA2026-10-13
South Shore Capital Advisors
4,290$237.3K0.2%CoreMediumCohasset, MA2026-10-20
Truist Financial Corp
4,286$237.0K0.0%CoreLowCharlotte, NC2026-10-30
Busey Bank
4,100$226.8K0.0%GrowthVery LowUrbana, IL2026-10-26
Brighton Securities Corp.
4,044$223.7K0.1%ETFVery LowRochester, NY2026-10-08
Argos Wealth Advisors, LLC
4,037$223.3K0.1%GrowthLowSacramento, CA2026-11-02
Keybank National Association
3,876$214.4K0.0%CoreLowBrooklyn, OH2026-11-04
SFE Investment Counsel
3,820$211.3K0.0%CoreLowLos Angeles, CA2026-10-29
Krilogy Financial LLC
3,727$211.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Signaturefd, LLC
3,723$205.9K0.0%IndexLowAtlanta, GA2026-10-23
Choreo, LLC
3,708$205.1K0.0%IndexLowRockford, IL2026-10-28
Caitong International Asset Management Co., Ltd
3,418$189.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
KBC Group NV
2,701$1490.0%CoreMediumBrussels, Czech Republic2026-10-22
Parkside Financial Bank & Trust
2,692$148.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sterling Capital Management LLC
2,371$131.1K0.0%GARPMediumCharlotte, NC2026-10-22
Private Trust Co NA
2,200$121.7K0.0%CoreLowCleveland, OH2026-10-20
Evolution Wealth Management Inc.
1,762$97.5K0.1%ETFMediumFort Myers, FL2026-10-28
Country Trust Bank
1,600$88.5K0.0%GrowthLowBloomington, IL2026-10-30
Parallel Advisors, LLC
1,537$85.0K0.0%IndexLowSan Francisco, CA2026-11-03
First Community Trust NA
1,400$77.4K0.0%GrowthLowDubuque, IA2026-10-07
EverSource Wealth Advisors, LLC
1,287$71.2K0.0%CoreMediumBirmingham, AL2026-11-04
Heritage Family Offices, LLP
1,072$59.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Covestor Ltd
883$490.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
845$46.7K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
835$46.2K0.0%GARPLowPhoenix, AZ2026-10-02
IFP Advisors, Inc
720$39.8K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
706$39.0K0.0%ETFMediumChicago, IL2026-10-14
Farther Finance Advisors, LLC
629$34.8K0.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
505$27.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Compass Wealth Management LLC
480$26.5K0.0%GARPLowGuilford, CT2026-10-22
Essential Partners LLC
467$25.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Silver Grove Financial Group, Inc.
442$24.4K0.0%CoreMediumOrchard Park, NY2026-11-05
True Wealth Design, LLC
427$23.6K0.0%ETFMediumAkron, OH2026-10-13
Ascentis Independent Advisors
406$22.5K0.0%ETFLowDallas, TX2026-11-03
Golden State Wealth Management, LLC
401$22.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Chung Wu Investment Group, LLC
400$22.1K0.0%GrowthMediumSugar Land, TX2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
396$21.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
SJS Investment Consulting Inc.
379$21.0K0.0%ETFVery LowSylvania, OH2026-10-26
CX Institutional
281$160.0%CoreMediumAuburn, IN2026-10-02
Physician Wealth Advisors, Inc.
279$15.4K0.0%ETFMediumMidvale, UT2026-10-20
Capital Advisors, Ltd. LLC
266$150.0%ETFLowShaker Heights, OH2026-10-27
Creative Financial Designs Inc
265$14.6K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
246$13.6K0.0%ETFMediumEncinitas, CA2026-10-21
James T. Borello RIA
241$13.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
MassMutual Private Wealth & Trust, FSB
235$13.0K0.0%CoreLowSpringfield, MA2026-10-05
Owl Creek Wealth Partners LLC
235$13.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Proathlete Wealth Management LLC
179$9.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Financial Network Wealth Advisors LLC
172$9.5K0.0%ETFLowMurray, UT2026-10-28
Elevation Wealth Partners, LLC
150$8.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Provenance Wealth Advisors, LLC
137$7.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
SRH Advisors, LLC
132$7.3K0.0%ETFVery LowSalina, KS2026-10-22
Mcdonald Partners LLC
124$6.9K0.0%CoreLowCleveland, OH2026-11-03
City State Bank
120$6.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Fortitude Family Office, LLC
100$5.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Oakworth Capital, Inc.
100$5.5K0.0%ETFLowBirmingham, AL2026-10-26
Pinnacle Wealth Planning Services, Inc.
99$5.5K0.0%GARPLowMansfield, OH2026-10-27
Bare Financial Services, Inc
94$5.2K0.0%ETFVery LowGap, PA2026-11-04
Farmers & Merchants Investments Inc
76$4.2K0.0%CoreVery LowLincoln, NE2026-10-22
GK Wealth Management LLC
74$4.1K0.0%GARPVery HighReno, NV2026-10-09
CoreCap Advisors, LLC
67$3.7K0.0%ETFMediumSouthfield, MI2026-10-08
Entrust Financial LLC
60$3.3K0.0%ETFLowWayne, PA2026-11-04
Plante Moran Financial Advisors, LLC
60$3.3K0.0%ETFVery LowSouthfield, MI2026-11-04
North Star Investment Management Corp.
53$2.9K0.0%CoreLowChicago, IL2026-10-27
WPG Advisers, LLC
48$2.7K0.0%CoreLowBaltimore, MD2026-10-27
TD Private Client Wealth LLC
44$2.4K0.0%ETFLowNew York, NY2026-10-28
Elyxium Wealth, LLC
42$2.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Avion Wealth
36$10.0%ETFLowThe Woodlands, TX2026-11-04
Creative Capital Management Investments LLC
35$1.9K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
34$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
MV Capital Management, Inc.
33$1.8K0.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
31$2.0K0.0%ETFLowHerndon, VA2026-10-30
UMB Private Wealth Management, LLC
27$1.5K0.0%GrowthN/AKansas City, MO2026-10-19
Ascentis Wealth Management, LLC
20$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Bay Harbor Wealth Management, LLC
18$9960.0%ETFMediumHunt Valley, MD2026-11-03
Retirement Wealth Solutions LLC
16$8850.0%ETFLowMarshfield, WI2026-10-07
Financial Management Professionals, Inc.
14$7740.0%ETFMediumAustin, TX2026-10-23
DiNuzzo Private Wealth, Inc.
12$6640.0%ETFLowBeaver, PA2026-10-16
Quaker Wealth Management, LLC
12$6640.0%ETFMediumMoorestown, NJ2026-10-22
Valley National Advisers Inc
11$6090.0%ETFLowBethlehem, PA2026-10-23
Signature Equity Partners, LLC
11$6080.0%GrowthMediumColumbus, OH2026-10-29
Fairway Wealth LLC
11$6080.0%ETFLowIndependence, OH2026-10-30
First Horizon Corp
10$5530.0%CoreLowMemphis, TN2026-10-26
Planning Strategies Inc.
9$4980.0%ETFN/ALancaster, PA2026-10-02
Cromwell Holdings LLC
9$4980.0%IndexLowJackson, WY2026-10-28
Rossby Financial, LCC
6$3320.0%ETFMediumMelbourne, FL2026-11-05
Financial Consulate, Inc
5$2770.0%ETFLowHunt Valley, MD2026-10-23
Manchester Capital Management LLC
4$2220.0%CoreLowManchester, VT2026-10-22
DecisionPoint Financial, LLC
4$2250.0%ETFVery LowMesa, AZ2026-10-27
Pension & Wealth Management Advisors, Inc.
4$2210.0%ETFLowWaltham, MA2026-10-16
Maryland Capital Advisors Inc.
1$560.0%ETFVery LowChester, MD2026-10-15