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Rocket COS Inc (RKT)

CUSIP: 77311W101 | NYSE | Financial Services · Mortgage Finance | Large Cap | 1494 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/AVanguard Capital Management LLC82,519,8294.3%Newly reportedSep 30, 202642,689,718 sh (Jun 30, 2026)
13G/AFMR LLC59,338,7743.1%+6,680,825Sep 30, 202652,060,648 sh (Jun 30, 2026)
13D/ADaniel Gilbert
with Jennifer Gilbert, Daniel Gilbert Trust #1 u/a/d 8/23/16
1,608,089,72257.1%New 5%+ stakeOct 10, 2025No 13F filer matched
13G/AVanguard Capital Management LLC82,519,829
4.3% of class · Sep 30, 2026Newly reported
42,689,718 sh (Jun 30, 2026)
13G/AFMR LLC59,338,774
3.1% of class · Sep 30, 2026+6,680,825
52,060,648 sh (Jun 30, 2026)
13D/ADaniel Gilbert1,608,089,722
57.1% of class · Oct 10, 2025New 5%+ stake
with Jennifer Gilbert, Daniel Gilbert Trust #1 u/a/d 8/23/16
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp16,488,811
0.0% of portfolio›$189.8M
Allspring Global Investments Holdings, LLC13,104,578
0.2% of portfolio›$156.9M
Dimensional Fund Advisors LP5,286,443
0.0% of portfolio›$60.9M
Citigroup Inc3,867,590
0.0% of portfolio›$44.5M
Brooklands Fund Management Ltd2,602,700
3.8% of portfolio›$30.0M
Bruni J V & Co2,599,752
2.8% of portfolio›$29.9M
Diversified Portfolios, Inc.2,384,510
1.9% of portfolio›$27.4M
Artemis Investment Management LLP1,945,239
0.2% of portfolio›$22.4M
Deroy & Devereaux Private Investment Counsel Inc1,881,411
0.0% of portfolio›$21.7K
Sumitomo Mitsui Trust Group, Inc.1,722,712
0.0% of portfolio›$19.8M
Reynders McVeigh Capital Management, LLC1,585,979
0.8% of portfolio›$18.3M
Mitsubishi UFJ Asset Management Co., Ltd.1,212,899
0.0% of portfolio›$14.0M
Hillman Co1,085,554
4.8% of portfolio›$12.5M
Philip James Wealth Mangement, LLC870,098
1.1% of portfolio›$10.0M
GFG Capital, LLC829,259
2.5% of portfolio›$9.5M
D.A. Davidson & Co.746,059
0.0% of portfolio›$8.6M
BI Asset Management Fondsmaeglerselskab A/S569,519
0.0% of portfolio›$6.6K
Creative Planning554,712
0.0% of portfolio›$6.4M
Compass Wealth Management LLC549,884
1.2% of portfolio›$6.3M
Jefferies Financial Group Inc.385,001
0.0% of portfolio›$4.4M
Commonwealth Equity Services, LLC363,525
0.0% of portfolio›$4.2M
Asset Management One Co., Ltd.342,490
0.0% of portfolio›$3.9M
Pictet Asset Management Holding SA337,614
0.0% of portfolio›$3.9M
Dilation Capital Management LP327,835
1.9% of portfolio›$3.8M
Fjarde Ap-Fonden TH Swedish National Pension Fund316,431
0.0% of portfolio›$3.6M
Baker Chad R304,810
0.6% of portfolio›$3.5M
State of New Jersey Common Pension Fund D295,287
0.0% of portfolio›$3.4M
Lincoln Capital Corp280,062
1.1% of portfolio›$3.2M
Nkcfo LLC270,000
0.0% of portfolio›$3.1K
Fifth Third Bancorp265,977
0.0% of portfolio›$3.1M
Mn Services Vermogensbeheer B.V.261,700
0.0% of portfolio›$3.0K
Prime Capital Investment Advisors, LLC254,357
0.0% of portfolio›$2.9M
Blue Jean Financial LLC254,212
1.8% of portfolio›$2.9M
MFG Wealth Management, Inc.251,858
2.1% of portfolio›$2.9M
Royal Fund Management, LLC250,400
0.2% of portfolio›$2.9M
Arizona State Retirement System247,718
0.0% of portfolio›$2.9M
DekaBank Deutsche Girozentrale239,963
0.0% of portfolio›$2.8K
Redhawk Wealth Advisors, Inc.233,656
0.3% of portfolio›$2.7M
Laurion Capital Management LP224,261
0.0% of portfolio›$2.6M
Rakuten Securities, Inc.218,015
0.7% of portfolio›$2.5M
SEB Asset Management AB211,608
0.0% of portfolio›$2.4M
IFM Investors Pty Ltd208,928
0.0% of portfolio›$2.4M
Fideuram Asset Management (Ireland) dac195,837
0.1% of portfolio›$2.7M
Udine Wealth Management, Inc.192,403
0.9% of portfolio›$2.2M
Park Avenue Securities LLC175,480
0.0% of portfolio›$2.0K
Daiwa Securities Group Inc.173,438
0.0% of portfolio›$2.0M
KBC Group NV157,031
0.0% of portfolio›$1.8K
AlphaCore Capital LLC156,692
0.0% of portfolio›$1.8M
Missouri Trust & Investment Co143,913
0.4% of portfolio›$1.7M
Assetmark, Inc134,884
0.0% of portfolio›$1.6M
CX Institutional124,706
0.0% of portfolio›$1.4K
Xponance LLC122,758
0.0% of portfolio›$1.4M
Great Point Wealth Advisors, LLC121,852
0.2% of portfolio›$1.4M
PFG Advisors119,427
0.1% of portfolio›$1.4M
Manchester Capital Management LLC115,848
0.2% of portfolio›$1.3M
Quadrant Capital Group LLC112,755
0.0% of portfolio›$1.2M
Venture Visionary Partners LLC112,630
0.0% of portfolio›$1.3M
Dymon Asia Capital (Singapore) Pte. Ltd.112,500
0.1% of portfolio›$1.3M
Imc-Chicago, LLC111,306
0.0% of portfolio›$1.3M
OP Asset Management Ltd110,956
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC110,065
0.0% of portfolio›$1.3M
Sendero Wealth Management, LLC106,904
0.1% of portfolio›$1.2M
Capital Asset Advisory Services LLC102,417
0.0% of portfolio›$1.2M
Swiss Life Asset Management Ltd94,460
0.0% of portfolio›$1.1M
iA Global Asset Management Inc.93,895
0.0% of portfolio›$1.1K
Sumitomo Mitsui DS Asset Management Company, Ltd90,471
0.0% of portfolio›$1.0M
Cane Capital Partners, LLC87,015
0.4% of portfolio›$1.0M
Perigon Wealth Management, LLC85,331
0.0% of portfolio›$982.2K
Truist Financial Corp80,448
0.0% of portfolio›$926.0K
Kestra Private Wealth Services, LLC79,079
0.0% of portfolio›$910.2K
J. Safra Sarasin Holding AG78,076
0.0% of portfolio›$1.1M
MacKenzie Financial Corp74,572
0.0% of portfolio›$858.3K
Gulf International Bank (UK) Ltd69,718
0.0% of portfolio›$802
Vontobel Holding Ltd.69,406
0.0% of portfolio›$798.9K
MBM Wealth Consultants, LLC67,028
0.1% of portfolio›$771.5K
FNY Investment Advisers, LLC66,520
0.0% of portfolio›$765
Vise Technologies, Inc.66,234
0.0% of portfolio›$762.3K
Kestra Advisory Services, LLC65,040
0.0% of portfolio›$748.6K
Evergreen Capital Management LLC59,762
0.0% of portfolio›$687.9K
Maryland State Retirement & Pension System59,427
0.0% of portfolio›$684.0K
Wealthcare Advisory Partners LLC59,309
0.0% of portfolio›$682.7K
Rakuten Investment Management, Inc.58,973
0.0% of portfolio›$689.4K
Cambridge Investment Research Advisors, Inc.58,707
0.0% of portfolio›$676
CenterBook Partners LP55,710
0.0% of portfolio›$641.2K
ABN Amro Investment Solutions55,141
0.0% of portfolio›$634.7K
HCR Wealth Advisors52,929
0.0% of portfolio›$609.2K
Thrivent Financial for Lutherans51,133
0.0% of portfolio›$589
Apollon Wealth Management, LLC49,578
0.0% of portfolio›$570.6K
Gamma Investing LLC49,576
0.0% of portfolio›$570.6K
Victory Financial Group, LLC48,360
0.1% of portfolio›$556.6K
Blume Capital Management, Inc.47,025
0.1% of portfolio›$541.3K
Gateway Investment Advisers LLC46,401
0.0% of portfolio›$534.1K
Titleist Asset Management, LLC45,711
0.0% of portfolio›$526.1K
CIBC Asset Management Inc45,161
0.0% of portfolio›$519.8K
Carrera Capital Advisors44,083
0.1% of portfolio›$507.4K
State of Wyoming43,682
0.0% of portfolio›$502.8K
Amalgamated Bank43,352
0.0% of portfolio›$499
Motley Fool Asset Management LLC42,100
0.0% of portfolio›$484.6K
Ag2r LA Mondiale Gestion D'actifs41,232
0.0% of portfolio›$474.6K
Wolverine Asset Management LLC40,926
0.0% of portfolio›$471.1K
Midwest Trust Co40,699
0.0% of portfolio›$468.4K
Wealth Enhancement Advisory Services, LLC39,555
0.0% of portfolio›$465.2K
MassMutual Private Wealth & Trust, FSB38,910
0.0% of portfolio›$447.9K
HMS Capital Management, LLC36,134
0.2% of portfolio›$415.9K
UniSuper Management Pty Ltd36,100
0.0% of portfolio›$415.5K
Beirne Wealth Consulting Services, LLC35,750
0.1% of portfolio›$411.5K
Amplius Wealth Advisors, LLC35,351
0.0% of portfolio›$406.9K
HB Wealth Management, LLC35,311
0.0% of portfolio›$406.4K
Fulcrum Asset Management LLP35,284
0.0% of portfolio›$412.5K
Tema Etfs LLC33,177
0.0% of portfolio›$381.9K
Choreo, LLC32,948
0.0% of portfolio›$379.2K
Encompass More Asset Management32,575
0.1% of portfolio›$374.9K
Farther Finance Advisors, LLC32,318
0.0% of portfolio›$372.0K
Signaturefd, LLC31,777
0.0% of portfolio›$365.8K
Marietta Wealth Management, LLC30,987
0.0% of portfolio›$326.3K
Rose Capital Advisors LLC30,864
0.1% of portfolio›$355.2K
North Dakota State Investment Board29,669
0.0% of portfolio›$341.5K
Clear Trail Advisors, LLC29,634
0.1% of portfolio›$341.1K
Ritholtz Wealth Management28,148
0.0% of portfolio›$324.0K
US Bancorp \de\28,019
0.0% of portfolio›$322.5K
Donor Advised Charitable Giving, Inc.27,951
0.0% of portfolio›$321.7K
Sterling Capital Management LLC27,950
0.0% of portfolio›$321.7K
PensionDanmark Pensionsforsikringsaktieselskab26,570
0.0% of portfolio›$305.8K
Abacus Wealth Partners, LLC26,397
0.0% of portfolio›$303.8K
Compound Planning, Inc.25,584
0.0% of portfolio›$294.5K
Wedmont Private Capital25,498
0.0% of portfolio›$299.9K
B. Metzler seel. Sohn & Co. AG25,279
0.0% of portfolio›$291.0K
Davenport & Co LLC25,010
0.0% of portfolio›$287.9K
Cap Partners, LLC24,716
0.1% of portfolio›$284.5K
Fort Washington Investment Advisors Inc24,270
0.0% of portfolio›$279.3K
Fullerton Advisors, LLC24,159
0.3% of portfolio›$278.1K
Equitable Trust Co23,966
0.0% of portfolio›$275.8K
Ethic Inc.23,792
0.0% of portfolio›$273.8K
Nisa Investment Advisors, LLC23,550
0.0% of portfolio›$271.1K
Abel Hall, LLC23,142
0.0% of portfolio›$266.4K
Kelleher Financial Advisors23,125
0.1% of portfolio›$266.2K
E. Ohman J:or Asset Management AB22,764
0.0% of portfolio›$262.0K
B. Riley Wealth Advisors, Inc.22,056
0.0% of portfolio›$253.9K
Valeo Financial Advisors, LLC20,985
0.0% of portfolio›$241.5K
Lakeshore Financial Planning, Inc.18,777
0.1% of portfolio›$216.1K
Yousif Capital Management, LLC18,437
0.0% of portfolio›$212.2K
RFG Advisory, LLC17,922
0.0% of portfolio›$206.3K
EverSource Wealth Advisors, LLC17,826
0.0% of portfolio›$205.2K
Greenleaf Trust17,059
0.0% of portfolio›$196.3K
Concurrent Investment Advisors, LLC16,158
0.0% of portfolio›$186.0K
Trueblood Wealth Management, LLC15,677
0.1% of portfolio›$180.4K
Alps Advisors Inc15,561
0.0% of portfolio›$179.1K
Northern Lights Advisors, Inc.15,319
0.1% of portfolio›$176.3K
Lido Advisors, LLC14,974
0.0% of portfolio›$172.4K
Elevatus Welath Management14,960
0.0% of portfolio›$172.2K
Principal Financial Group Inc14,782
0.0% of portfolio›$170.1K
Keybank National Association14,472
0.0% of portfolio›$166.6K
Anchor Capital Advisors LLC13,975
0.0% of portfolio›$160.9K
Strs Ohio13,308
0.0% of portfolio›$153.2K
Canton Hathaway, LLC13,300
0.0% of portfolio›$153.1K
Axxion S.A.13,128
0.0% of portfolio›$151.1K
Atria Investments, Inc12,906
0.0% of portfolio›$148.5K
SBI Securities Co., Ltd.12,653
0.0% of portfolio›$145.6K
Dynamic Financial Group12,505
0.1% of portfolio›$143.9K
Landaas & Co12,142
0.0% of portfolio›$139.8K
First Affirmative Financial Network11,963
0.0% of portfolio›$137.7K
City State Bank11,550
0.0% of portfolio›$132.9K
Citizens Financial Group Inc11,507
0.0% of portfolio›$132.4K
Clear Harbor Asset Management, LLC11,300
0.0% of portfolio›$130.1K
OpenArc Corporate Advisory, LLC11,193
0.0% of portfolio›$128.8K
Oppenheimer & Co Inc11,113
0.0% of portfolio›$127.9K
Oppenheimer Asset Management Inc.11,095
0.0% of portfolio›$127.7K
Belvedere Trading LLC10,635
0.0% of portfolio›$122.4K
Kestra Investment Management, LLC10,529
0.0% of portfolio›$121.2K
Brighton Jones LLC10,521
0.0% of portfolio›$121.1K
Daymark Wealth Partners, LLC10,477
0.0% of portfolio›$120.6K
James J. Burns & Company, LLC10,000
0.0% of portfolio›$115.1K
Vestor Capital, LLC8,723
0.0% of portfolio›$441
Guardian Partners Inc.7,900
0.0% of portfolio›$90.9K
Versant Capital Management, Inc7,576
0.0% of portfolio›$87.2K
Wilmington Savings Fund Society, FSB6,800
0.0% of portfolio›$78.3K
Jacobi Capital Management LLC6,181
0.0% of portfolio›$71.1K
Ashurst Perkins Coie Trust Co6,130
0.0% of portfolio›$70.6K
TFC Financial Management, Inc.5,666
0.0% of portfolio›$65.2K
Parallel Advisors, LLC5,398
0.0% of portfolio›$62.1K
Mather Group, Llc.5,222
0.0% of portfolio›$60.1K
Pinnacle Wealth Planning Services, Inc.5,129
0.0% of portfolio›$59.0K
Parkside Financial Bank & Trust5,013
0.0% of portfolio›$57.7K
Valley National Advisers Inc4,941
0.0% of portfolio›$56.9K
Essential Partners LLC4,740
0.0% of portfolio›$54.6K
IFP Advisors, Inc4,590
0.0% of portfolio›$52.8K
Jnba Financial Advisors4,290
0.0% of portfolio›$49.4K
Spire Wealth Management4,271
0.0% of portfolio›$49.2K
Hilltop National Bank4,223
0.0% of portfolio›$48.6K
V-Square Quantitative Management LLC3,932
0.0% of portfolio›$45.3K
Dhjj Financial Advisors, Ltd.3,668
0.0% of portfolio›$42.2K
Miller Wealth Advisors, LLC3,275
0.0% of portfolio›$37.7K
Westside Investment Management, Inc.2,860
0.0% of portfolio›$33.5K
Asset Planning,Inc2,750
0.0% of portfolio›$31.7K
Oslo Pensjonsforsikring AS2,718
0.0% of portfolio›$31.3K
Owl Creek Wealth Partners LLC2,471
0.0% of portfolio›$28.4K
Capital Advisors, Ltd. LLC2,449
0.0% of portfolio›$28
Nfsg Corp2,400
0.0% of portfolio›$27.6K
Mirae Asset Global Investments Co., Ltd.2,324
0.0% of portfolio›$26.7K
Markowski Investments2,303
0.0% of portfolio›$26.5K
Vima LLC2,124
0.0% of portfolio›$24.4K
Blue Trust, Inc.2,083
0.0% of portfolio›$24.0K
Private Trust Co NA2,047
0.0% of portfolio›$23.6K
Leonteq Securities AG1,958
0.0% of portfolio›$22.5K
TD Private Client Wealth LLC1,856
0.0% of portfolio›$21.4K
Elyxium Wealth, LLC1,811
0.0% of portfolio›$20.8K
Cassaday & Co Wealth Management LLC1,738
0.0% of portfolio›$20.0K
Key FInancial Inc1,672
0.0% of portfolio›$19.2K
First Command Advisory Services, Inc.1,562
0.0% of portfolio›$18.0K
Exchange Traded Concepts, LLC1,549
0.0% of portfolio›$17.8K
CoreCap Advisors, LLC1,536
0.0% of portfolio›$17.7K
Creative Financial Designs Inc1,268
0.0% of portfolio›$14.6K
Larson Financial Group LLC1,108
0.0% of portfolio›$12.8K
Root Financial Partners, LLC1,031
0.0% of portfolio›$11.9K
Lanark Financial, Inc.1,027
0.0% of portfolio›$11.8K
Security National Bank1,000
0.0% of portfolio›$11.5K
Caitong International Asset Management Co., Ltd983
0.0% of portfolio›$11.3K
Halbert Hargrove Global Advisors, LLC923
0.0% of portfolio›$10.6K
Buck Wealth Strategies, LLC885
0.0% of portfolio›$10.2K
Raiffeisen Bank International AG866
0.0% of portfolio›$10.1K
Pension & Wealth Management Advisors, Inc.850
0.0% of portfolio›$9.8K
Global X Japan Co., Ltd.849
0.0% of portfolio›$9.8K
Cullen T Bankers, Inc.811
0.0% of portfolio›$9.3K
Marshall & Sterling Wealth Advisors Inc.792
0.0% of portfolio›$9.1K
Bare Financial Services, Inc776
0.0% of portfolio›$8.9K
Pinnacle Bancorp, Inc.742
0.0% of portfolio›$8.5K
Avion Wealth717
0.0% of portfolio›$8
Prudent Man Investment Management, Inc.694
0.0% of portfolio›$8.0K
Hickory Point Bank & Trust600
0.0% of portfolio›$6.9K
Fortitude Family Office, LLC590
0.0% of portfolio›$6.8K
United Financial Planning Group LLC590
0.0% of portfolio›$6.8K
Nova Financial LLC555
0.0% of portfolio›$6.4K
TD Waterhouse Canada Inc.519
0.0% of portfolio›$6.2K
Murphy & Mullick Capital Management Corp500
0.0% of portfolio›$5.8K
Arlington Trust Co LLC487
0.0% of portfolio›$5.6K
Acumen Wealth Advisors, LLC484
0.0% of portfolio›$5.6K
True Wealth Design, LLC481
0.0% of portfolio›$5.5K
DeDora Capital, Inc.478
0.0% of portfolio›$5.5K
Physician Wealth Advisors, Inc.435
0.0% of portfolio›$5.0K
Quaker Wealth Management, LLC429
0.0% of portfolio›$4.9K
Covestor Ltd419
0.0% of portfolio›$5
Silver Grove Financial Group, Inc.395
0.0% of portfolio›$4.5K
William Mack & Associates, Inc.357
0.0% of portfolio›$4.1K
Bradley & Co. Private Wealth Management, LLC348
0.0% of portfolio›$4.0K
Richardson Capital Management LLC346
0.0% of portfolio›$4.0K
Cromwell Holdings LLC327
0.0% of portfolio›$3.8K
Investment Research & Advisory Group, Inc.307
0.0% of portfolio›$3.5K
Triumph Capital Management300
0.0% of portfolio›$3.5K
Trust Co of Vermont294
0.0% of portfolio›$3.4K
Deseret Mutual Benefit Administrators283
0.0% of portfolio›$3.3K
Torren Management, LLC275
0.0% of portfolio›$3.2K
Legacy Bridge, LLC275
0.0% of portfolio›$3.2K
WPG Advisers, LLC256
0.0% of portfolio›$2.9K
Elevation Wealth Partners, LLC254
0.0% of portfolio›$2.9K
Ares Financial Consulting, LLC250
0.0% of portfolio›$2.9K
Central Trust Co242
0.0% of portfolio›$2.8K
Hughes Financial Services, LLC220
0.0% of portfolio›$2.6K
GK Wealth Management LLC200
0.0% of portfolio›$2.3K
Moisand Fitzgerald Tamayo, LLC200
0.0% of portfolio›$2.3K
Maseco LLP166
0.0% of portfolio›$1.9K
Rydar Equities, Inc.150
0.0% of portfolio›$1.7K
Activest Wealth Management125
0.0% of portfolio›$1.4K
JFS Wealth Advisors, LLC112
0.0% of portfolio›$1.3K
Nvwm, LLC105
0.0% of portfolio›$1.2K
Golden State Wealth Management, LLC100
0.0% of portfolio›$1.2K
Archer Investment Corp100
0.0% of portfolio›$1.2K
Clayton Financial Group LLC100
0.0% of portfolio›$1.2K
Balance Wealth Partners LLC100
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc99
0.0% of portfolio›$1.1K
GHP Investment Advisors, Inc.79
0.0% of portfolio›$910
Toth Financial Advisory Corp76
0.0% of portfolio›$875
Rossby Financial, LCC76
0.0% of portfolio›$874
Burk Holdings LLC73
0.0% of portfolio›$840
Provenance Wealth Advisors, LLC73
0.0% of portfolio›$840
Bay Harbor Wealth Management, LLC67
0.0% of portfolio›$771
SJS Investment Consulting Inc.63
0.0% of portfolio›$726
Grove Bank & Trust63
0.0% of portfolio›$725
Ascentis Wealth Management, LLC63
0.0% of portfolio›$725
Creative Capital Management Investments LLC48
0.0% of portfolio›$552
Three Bridge Wealth Advisors, LLC46
0.0% of portfolio›$529
Marquette Asset Management, LLC41
0.0% of portfolio›$472
Main Street Group, LTD39
0.0% of portfolio›$449
DiNuzzo Private Wealth, Inc.38
0.0% of portfolio›$438
MV Capital Management, Inc.36
0.0% of portfolio›$415
NorthAvenue LLC26
0.0% of portfolio›$300
Asset Dedication, LLC26
0.0% of portfolio›$300
Financial Consulate, Inc24
0.0% of portfolio›$277
Trust Co22
0.0% of portfolio›$253
Downshift Financial, LLC19
0.0% of portfolio›$219
James T. Borello RIA18
0.0% of portfolio›$207
Davis Capital Management16
0.0% of portfolio›$184
Hoese & Co LLP11
0.0% of portfolio›$126
Planning Strategies Inc.11
0.0% of portfolio›$127
DecisionPoint Financial, LLC9
0.0% of portfolio›$108
Friedenthal Financial4
0.0% of portfolio›$47
Southern Michigan Bank & Trust4
0.0% of portfolio›$46
American Capital Advisory, LLC3
0.0% of portfolio›$35
Maryland Capital Advisors Inc.2
0.0% of portfolio›$24
Inspire Investing, LLC2
0.0% of portfolio›$23
Retirement Wealth Solutions LLC1
0.0% of portfolio›$12
Lloyd Advisory Services, Llc.1
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
16,488,811$189.8M0.0%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
13,104,578$156.9M0.2%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
5,286,443$60.9M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
3,867,590$44.5M0.0%CoreMediumNew York, NY2026-11-04
Brooklands Fund Management Ltd
2,602,700$30.0M3.8%GARPHighLondon, United Kingdom2026-10-28
Bruni J V & Co
2,599,752$29.9M2.8%Deep ValueLowColorado Springs, CO2026-11-05
Diversified Portfolios, Inc.
2,384,510$27.4M1.9%ETFLowBloomfield Hills, MI2026-11-04
Artemis Investment Management LLP
1,945,239$22.4M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
Deroy & Devereaux Private Investment Counsel Inc
1,881,411$21.7K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Sumitomo Mitsui Trust Group, Inc.
1,722,712$19.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Reynders McVeigh Capital Management, LLC
1,585,979$18.3M0.8%GrowthLowBoston, MA2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
1,212,899$14.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
Hillman Co
1,085,554$12.5M4.8%GARPMediumPittsburgh, PA2026-10-28
Philip James Wealth Mangement, LLC
870,098$10.0M1.1%YieldMediumMilton, GA2026-10-27
GFG Capital, LLC
829,259$9.5M2.5%GrowthMediumMiami, FL2026-10-16
D.A. Davidson & Co.
746,059$8.6M0.0%CoreLowGreat Falls, MT2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
569,519$6.6K0.0%CoreMediumKobenhavn, Greece2026-10-22
Creative Planning
554,712$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Compass Wealth Management LLC
549,884$6.3M1.2%GARPLowGuilford, CT2026-10-22
Jefferies Financial Group Inc.
385,001$4.4M0.0%CoreVery HighNew York, NY2026-11-05
Commonwealth Equity Services, LLC
363,525$4.2M0.0%ETFLowWaltham, MA2026-11-02
Asset Management One Co., Ltd.
342,490$3.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Pictet Asset Management Holding SA
337,614$3.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Dilation Capital Management LP
327,835$3.8M1.9%GrowthVery HighNew York, NY2026-10-13
Fjarde Ap-Fonden TH Swedish National Pension Fund
316,431$3.6M0.0%GrowthLowStockholm, Sweden2026-10-15
Baker Chad R
304,810$3.5M0.6%GrowthLowPerrysburg, OH2026-10-22
State of New Jersey Common Pension Fund D
295,287$3.4M0.0%CoreLowTrenton, NJ2026-11-05
Lincoln Capital Corp
280,062$3.2M1.1%ETFMediumEast Greenwich, RI2026-10-13
Nkcfo LLC
270,000$3.1K0.0%GARPHighGeneva, IL2026-11-04
Fifth Third Bancorp
265,977$3.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Mn Services Vermogensbeheer B.V.
261,700$3.0K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Prime Capital Investment Advisors, LLC
254,357$2.9M0.0%ETFLowOverland Park, KS2026-10-20
Blue Jean Financial LLC
254,212$2.9M1.8%GrowthVery HighAlbany, NY2026-10-20
MFG Wealth Management, Inc.
251,858$2.9M2.1%GrowthHighIndianapolis, IN2026-10-09
Royal Fund Management, LLC
250,400$2.9M0.2%GrowthMediumLady Lake, FL2026-10-22
Arizona State Retirement System
247,718$2.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
DekaBank Deutsche Girozentrale
239,963$2.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Redhawk Wealth Advisors, Inc.
233,656$2.7M0.3%ETFHighMinneapolis, MN2026-10-14
Laurion Capital Management LP
224,261$2.6M0.0%GrowthVery HighNew York, NY2026-10-30
Rakuten Securities, Inc.
218,015$2.5M0.7%Agg GrowthHighTokyo, Mexico2026-11-02
SEB Asset Management AB
211,608$2.4M0.0%CoreN/AStockholm, Sweden2026-11-04
IFM Investors Pty Ltd
208,928$2.4M0.0%IndexVery LowMelbourne, China2026-10-14
Fideuram Asset Management (Ireland) dac
195,837$2.7M0.1%CoreHighDublin 1, Lithuania2026-10-29
Udine Wealth Management, Inc.
192,403$2.2M0.9%GrowthMediumBoca Raton, FL2026-10-23
Park Avenue Securities LLC
175,480$2.0K0.0%ETFMediumNew York, NY2026-10-26
Daiwa Securities Group Inc.
173,438$2.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
KBC Group NV
157,031$1.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
AlphaCore Capital LLC
156,692$1.8M0.0%ETFLowLa Jolla, CA2026-11-04
Missouri Trust & Investment Co
143,913$1.7M0.4%CoreVery LowSpringfield, MO2026-11-04
Assetmark, Inc
134,884$1.6M0.0%ETFLowConcord, CA2026-10-21
CX Institutional
124,706$1.4K0.0%CoreMediumAuburn, IN2026-10-02
Xponance LLC
122,758$1.4M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Great Point Wealth Advisors, LLC
121,852$1.4M0.2%ETFVery LowBoston, MA2026-10-15
PFG Advisors
119,427$1.4M0.1%ETFMediumPhoenix, AZ2026-10-16
Manchester Capital Management LLC
115,848$1.3M0.2%CoreLowManchester, VT2026-10-22
Quadrant Capital Group LLC
112,755$1.2M0.0%CoreLowCincinnati, OH2026-10-20
Venture Visionary Partners LLC
112,630$1.3M0.0%CoreLowSylvania, OH2026-10-07
Dymon Asia Capital (Singapore) Pte. Ltd.
112,500$1.3M0.1%GARPVery HighSingapore, Turkey2026-11-04
Imc-Chicago, LLC
111,306$1.3M0.0%GARPVery HighChicago, IL2026-11-05
OP Asset Management Ltd
110,956$1.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Chicago Partners Investment Group LLC
110,065$1.3M0.0%GARPLowChicago, IL2026-10-27
Sendero Wealth Management, LLC
106,904$1.2M0.1%GARPLowSan Antonio, TX2026-10-14
Capital Asset Advisory Services LLC
102,417$1.2M0.0%ETFLowWilliamston, MI2026-10-30
Swiss Life Asset Management Ltd
94,460$1.1M0.0%CoreLowZurich, Switzerland2026-11-03
iA Global Asset Management Inc.
93,895$1.1K0.0%GrowthMediumQuebec, Austria2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
90,471$1.0M0.0%IndexVery LowTokyo, Mexico2026-10-20
Cane Capital Partners, LLC
87,015$1.0M0.4%GrowthMediumSt Francisville, LA2026-10-23
Perigon Wealth Management, LLC
85,331$982.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Truist Financial Corp
80,448$926.0K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Private Wealth Services, LLC
79,079$910.2K0.0%GrowthLowAustin, TX2026-10-30
J. Safra Sarasin Holding AG
78,076$1.1M0.0%CoreMediumBasel, Switzerland2026-10-26
MacKenzie Financial Corp
74,572$858.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Gulf International Bank (UK) Ltd
69,718$8020.0%CoreVery LowLondon, United Kingdom2026-10-20
Vontobel Holding Ltd.
69,406$798.9K0.0%CoreMediumZurich, Switzerland2026-10-16
MBM Wealth Consultants, LLC
67,028$771.5K0.1%ETFVery LowChesterfield, MO2026-10-20
FNY Investment Advisers, LLC
66,520$7650.0%GrowthVery HighNew York, NY2026-10-16
Vise Technologies, Inc.
66,234$762.3K0.0%IndexLowNew York, NY2026-10-29
Kestra Advisory Services, LLC
65,040$748.6K0.0%CoreLowAustin, TX2026-11-02
Evergreen Capital Management LLC
59,762$687.9K0.0%GARPMediumBellevue, WA2026-10-23
Maryland State Retirement & Pension System
59,427$684.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Wealthcare Advisory Partners LLC
59,309$682.7K0.0%ETFLowWest Chester, PA2026-10-21
Rakuten Investment Management, Inc.
58,973$689.4K0.0%ETFMediumTokyo, Mexico2026-10-30
Cambridge Investment Research Advisors, Inc.
58,707$6760.0%ETFLowFairfield, IA2026-11-02
CenterBook Partners LP
55,710$641.2K0.0%ValueVery HighGreenwich, CT2026-11-02
ABN Amro Investment Solutions
55,141$634.7K0.0%GrowthLowParis Cedex 008, India2026-10-21
HCR Wealth Advisors
52,929$609.2K0.0%GrowthLowLos Angeles, CA2026-10-15
Thrivent Financial for Lutherans
51,133$5890.0%GARPMediumMinneapolis, MN2026-11-05
Apollon Wealth Management, LLC
49,578$570.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Gamma Investing LLC
49,576$570.6K0.0%IndexVery LowFoster City, CA2026-10-08
Victory Financial Group, LLC
48,360$556.6K0.1%ETFLowAustin, TX2026-10-27
Blume Capital Management, Inc.
47,025$541.3K0.1%CoreMediumBerkeley, CA2026-10-26
Gateway Investment Advisers LLC
46,401$534.1K0.0%GrowthLowCincinnati, OH2026-10-13
Titleist Asset Management, LLC
45,711$526.1K0.0%ETFLowSan Antonio, TX2026-10-08
CIBC Asset Management Inc
45,161$519.8K0.0%GARPLowToronto, South Africa2026-11-05
Carrera Capital Advisors
44,083$507.4K0.1%ETFMediumTroy, MI2026-11-03
State of Wyoming
43,682$502.8K0.0%ValueHighCheyenne, WY2026-10-28
Amalgamated Bank
43,352$4990.0%CoreVery LowNew York, NY2026-10-23
Motley Fool Asset Management LLC
42,100$484.6K0.0%GrowthMediumAlexandria, VA2026-10-27
Ag2r LA Mondiale Gestion D'actifs
41,232$474.6K0.0%GrowthLowParis, India2026-10-26
Wolverine Asset Management LLC
40,926$471.1K0.0%Deep ValueVery HighChicago, IL2026-11-02
Midwest Trust Co
40,699$468.4K0.0%CoreLowOverland Park, KS2026-10-22
Wealth Enhancement Advisory Services, LLC
39,555$465.2K0.0%CoreLowPlymouth, MN2026-10-13
MassMutual Private Wealth & Trust, FSB
38,910$447.9K0.0%CoreLowSpringfield, MA2026-10-05
HMS Capital Management, LLC
36,134$415.9K0.2%GrowthMediumNashville, TN2026-10-20
UniSuper Management Pty Ltd
36,100$415.5K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Beirne Wealth Consulting Services, LLC
35,750$411.5K0.1%ETFLowShelton, CT2026-10-19
Amplius Wealth Advisors, LLC
35,351$406.9K0.0%ETFLowBlue Bell, PA2026-10-20
HB Wealth Management, LLC
35,311$406.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Fulcrum Asset Management LLP
35,284$412.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Tema Etfs LLC
33,177$381.9K0.0%GrowthMediumNew York, NY2026-10-16
Choreo, LLC
32,948$379.2K0.0%IndexLowRockford, IL2026-10-28
Encompass More Asset Management
32,575$374.9K0.1%ETFHighDanville, CA2026-10-16
Farther Finance Advisors, LLC
32,318$372.0K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
31,777$365.8K0.0%IndexLowAtlanta, GA2026-10-23
Marietta Wealth Management, LLC
30,987$326.3K0.0%GrowthLowMarietta, GA2026-10-22
Rose Capital Advisors LLC
30,864$355.2K0.1%ETFN/AMiami Beach, FL2026-11-04
North Dakota State Investment Board
29,669$341.5K0.0%GrowthMediumBismarck, ND2026-10-27
Clear Trail Advisors, LLC
29,634$341.1K0.1%CoreLowHouston, TX2026-10-20
Ritholtz Wealth Management
28,148$324.0K0.0%IndexLowNew York, NY2026-11-05
US Bancorp \de\
28,019$322.5K0.0%IndexLowMinneapolis, MN2026-11-05
Donor Advised Charitable Giving, Inc.
27,951$321.7K0.0%Agg GrowthVery LowLone Tree, CO2026-10-28
Sterling Capital Management LLC
27,950$321.7K0.0%GARPMediumCharlotte, NC2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
26,570$305.8K0.0%IndexLowCopenhagen O, Greece2026-10-19
Abacus Wealth Partners, LLC
26,397$303.8K0.0%ETFLowSanta Monica, CA2026-11-03
Compound Planning, Inc.
25,584$294.5K0.0%CoreLowNew York, NY2026-11-05
Wedmont Private Capital
25,498$299.9K0.0%IndexVery LowWest Chester, PA2026-10-09
B. Metzler seel. Sohn & Co. AG
25,279$291.0K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Davenport & Co LLC
25,010$287.9K0.0%CoreMediumRichmond, VA2026-10-14
Cap Partners, LLC
24,716$284.5K0.1%ETFLowFranklin, TN2026-10-19
Fort Washington Investment Advisors Inc
24,270$279.3K0.0%CoreLowCincinnati, OH2026-10-15
Fullerton Advisors, LLC
24,159$278.1K0.3%ETFLowDanville, CA2026-10-14
Equitable Trust Co
23,966$275.8K0.0%CoreLowNashville, TN2026-10-13
Ethic Inc.
23,792$273.8K0.0%CoreLowNew York, NY2026-11-03
Nisa Investment Advisors, LLC
23,550$271.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Abel Hall, LLC
23,142$266.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Kelleher Financial Advisors
23,125$266.2K0.1%CoreMediumNew York, NY2026-10-30
E. Ohman J:or Asset Management AB
22,764$262.0K0.0%GrowthMediumStockholm, Sweden2026-10-22
B. Riley Wealth Advisors, Inc.
22,056$253.9K0.0%GrowthLowMemphis, TN2026-10-13
Valeo Financial Advisors, LLC
20,985$241.5K0.0%ETFLowCarmel, IN2026-10-08
Lakeshore Financial Planning, Inc.
18,777$216.1K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Yousif Capital Management, LLC
18,437$212.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
RFG Advisory, LLC
17,922$206.3K0.0%ETFMediumBirmingham, AL2026-11-03
EverSource Wealth Advisors, LLC
17,826$205.2K0.0%CoreMediumBirmingham, AL2026-11-04
Greenleaf Trust
17,059$196.3K0.0%CoreLowKalamazoo, MI2026-10-29
Concurrent Investment Advisors, LLC
16,158$186.0K0.0%GrowthMediumTampa, FL2026-10-16
Trueblood Wealth Management, LLC
15,677$180.4K0.1%CoreLowLima, OH2026-10-23
Alps Advisors Inc
15,561$179.1K0.0%YieldLowDenver, CO2026-11-03
Northern Lights Advisors, Inc.
15,319$176.3K0.1%ETFVery LowSeattle, WA2026-10-21
Lido Advisors, LLC
14,974$172.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Elevatus Welath Management
14,960$172.2K0.0%GrowthHighVictor, NY2026-10-19
Principal Financial Group Inc
14,782$170.1K0.0%CoreLowDes Moines, IA2026-11-02
Keybank National Association
14,472$166.6K0.0%CoreLowBrooklyn, OH2026-11-04
Anchor Capital Advisors LLC
13,975$160.9K0.0%ValueMediumBoston, MA2026-11-05
Strs Ohio
13,308$153.2K0.0%CoreMediumColumbus, OH2026-10-30
Canton Hathaway, LLC
13,300$153.1K0.0%ValueLowProvidence, RI2026-10-23
Axxion S.A.
13,128$151.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Atria Investments, Inc
12,906$148.5K0.0%CoreMediumCharlotte, NC2026-10-15
SBI Securities Co., Ltd.
12,653$145.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Dynamic Financial Group
12,505$143.9K0.1%ETFLowCedar Falls, IA2026-10-28
Landaas & Co
12,142$139.8K0.0%ETFVery LowMilwaukee, WI2026-10-29
First Affirmative Financial Network
11,963$137.7K0.0%CoreN/AColorado Springs, CO2026-10-21
City State Bank
11,550$132.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Citizens Financial Group Inc
11,507$132.4K0.0%GrowthLowProvidence, RI2026-10-23
Clear Harbor Asset Management, LLC
11,300$130.1K0.0%CoreLowStamford, CT2026-11-05
OpenArc Corporate Advisory, LLC
11,193$128.8K0.0%GrowthLowAtlanta, GA2026-10-21
Oppenheimer & Co Inc
11,113$127.9K0.0%CoreLowNew York, NY2026-10-26
Oppenheimer Asset Management Inc.
11,095$127.7K0.0%CoreMediumNew York, NY2026-10-27
Belvedere Trading LLC
10,635$122.4K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Kestra Investment Management, LLC
10,529$121.2K0.0%ETFMediumAustin, TX2026-11-04
Brighton Jones LLC
10,521$121.1K0.0%CoreVery LowSeattle, WA2026-11-03
Daymark Wealth Partners, LLC
10,477$120.6K0.0%CoreLowCincinnati, OH2026-11-04
James J. Burns & Company, LLC
10,000$115.1K0.0%ETFVery LowMelville, NY2026-10-22
Vestor Capital, LLC
8,723$4410.0%ValueMediumChicago, IL2026-11-04
Guardian Partners Inc.
7,900$90.9K0.0%ValueMediumToronto, South Africa2026-10-21
Versant Capital Management, Inc
7,576$87.2K0.0%GARPLowPhoenix, AZ2026-10-02
Wilmington Savings Fund Society, FSB
6,800$78.3K0.0%CoreLowWilmington, DE2026-10-23
Jacobi Capital Management LLC
6,181$71.1K0.0%CoreLowPittston, PA2026-11-05
Ashurst Perkins Coie Trust Co
6,130$70.6K0.0%CoreVery LowSeattle, WA2026-10-15
TFC Financial Management, Inc.
5,666$65.2K0.0%ETFVery LowBoston, MA2026-10-26
Parallel Advisors, LLC
5,398$62.1K0.0%IndexLowSan Francisco, CA2026-11-03
Mather Group, Llc.
5,222$60.1K0.0%ETFMediumChicago, IL2026-10-14
Pinnacle Wealth Planning Services, Inc.
5,129$59.0K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
5,013$57.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Valley National Advisers Inc
4,941$56.9K0.0%ETFLowBethlehem, PA2026-10-23
Essential Partners LLC
4,740$54.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
4,590$52.8K0.0%GrowthLowTampa, FL2026-10-16
Jnba Financial Advisors
4,290$49.4K0.0%ETFMediumBloomington, MN2026-11-03
Spire Wealth Management
4,271$49.2K0.0%GrowthMediumMclean, VA2026-10-30
Hilltop National Bank
4,223$48.6K0.0%CoreLowCasper, WY2026-10-14
V-Square Quantitative Management LLC
3,932$45.3K0.0%CoreLowChicago, IL2026-10-15
Dhjj Financial Advisors, Ltd.
3,668$42.2K0.0%ETFVery LowNaperville, IL2026-10-23
Miller Wealth Advisors, LLC
3,275$37.7K0.0%GrowthLowOuray, CO2026-11-02
Westside Investment Management, Inc.
2,860$33.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Asset Planning,Inc
2,750$31.7K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Oslo Pensjonsforsikring AS
2,718$31.3K0.0%ValueLowOslo, Norway2026-10-15
Owl Creek Wealth Partners LLC
2,471$28.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Capital Advisors, Ltd. LLC
2,449$280.0%ETFLowShaker Heights, OH2026-10-27
Nfsg Corp
2,400$27.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Mirae Asset Global Investments Co., Ltd.
2,324$26.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Markowski Investments
2,303$26.5K0.0%ETFN/ATampa, FL2026-10-30
Vima LLC
2,124$24.4K0.0%CoreLowTroy, MI2026-10-23
Blue Trust, Inc.
2,083$24.0K0.0%ETFLowBrentwood, TN2026-10-15
Private Trust Co NA
2,047$23.6K0.0%CoreLowCleveland, OH2026-10-20
Leonteq Securities AG
1,958$22.5K0.0%CoreHighZurich, Switzerland2026-10-29
TD Private Client Wealth LLC
1,856$21.4K0.0%ETFLowNew York, NY2026-10-28
Elyxium Wealth, LLC
1,811$20.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Cassaday & Co Wealth Management LLC
1,738$20.0K0.0%ETFVery LowMclean, VA2026-10-27
Key FInancial Inc
1,672$19.2K0.0%ETFLowWest Chester, PA2026-11-02
First Command Advisory Services, Inc.
1,562$18.0K0.0%IndexLowFort Worth, TX2026-11-05
Exchange Traded Concepts, LLC
1,549$17.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
CoreCap Advisors, LLC
1,536$17.7K0.0%ETFMediumSouthfield, MI2026-10-08
Creative Financial Designs Inc
1,268$14.6K0.0%ETFMediumKokomo, IN2026-11-04
Larson Financial Group LLC
1,108$12.8K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
1,031$11.9K0.0%ETFMediumEncinitas, CA2026-10-21
Lanark Financial, Inc.
1,027$11.8K0.0%CoreMediumBirmingham, AL2026-10-26
Security National Bank
1,000$11.5K0.0%GrowthLowOmaha, NE2026-10-26
Caitong International Asset Management Co., Ltd
983$11.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Halbert Hargrove Global Advisors, LLC
923$10.6K0.0%ETFLowLong Beach, CA2026-10-16
Buck Wealth Strategies, LLC
885$10.2K0.0%ValueMediumDenver, CO2026-10-28
Raiffeisen Bank International AG
866$10.1K0.0%GrowthMediumVienna, Chile2026-10-28
Pension & Wealth Management Advisors, Inc.
850$9.8K0.0%ETFLowWaltham, MA2026-10-16
Global X Japan Co., Ltd.
849$9.8K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Cullen T Bankers, Inc.
811$9.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Marshall & Sterling Wealth Advisors Inc.
792$9.1K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Bare Financial Services, Inc
776$8.9K0.0%ETFVery LowGap, PA2026-11-04
Pinnacle Bancorp, Inc.
742$8.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Avion Wealth
717$80.0%ETFLowThe Woodlands, TX2026-11-04
Prudent Man Investment Management, Inc.
694$8.0K0.0%ETFVery LowLouisville, CO2026-11-03
Hickory Point Bank & Trust
600$6.9K0.0%CoreVery LowDecatur, IL2026-10-01
Fortitude Family Office, LLC
590$6.8K0.0%ETFMediumScottsdale, AZ2026-10-14
United Financial Planning Group LLC
590$6.8K0.0%ETFHighHauppauge, NY2026-11-04
Nova Financial LLC
555$6.4K0.0%N/AN/ATucson, AZ2026-11-04
TD Waterhouse Canada Inc.
519$6.2K0.0%CoreLowToronto, Australia2026-10-16
Murphy & Mullick Capital Management Corp
500$5.8K0.0%GrowthLowSmithtown, NY2026-11-02
Arlington Trust Co LLC
487$5.6K0.0%ETFMediumBirmingham, AL2026-10-20
Acumen Wealth Advisors, LLC
484$5.6K0.0%GrowthHighChattanooga, TN2026-11-05
True Wealth Design, LLC
481$5.5K0.0%ETFMediumAkron, OH2026-10-13
DeDora Capital, Inc.
478$5.5K0.0%ETFVery LowNapa, CA2026-10-26
Physician Wealth Advisors, Inc.
435$5.0K0.0%ETFMediumMidvale, UT2026-10-20
Quaker Wealth Management, LLC
429$4.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Covestor Ltd
419$50.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
395$4.5K0.0%CoreMediumOrchard Park, NY2026-11-05
William Mack & Associates, Inc.
357$4.1K0.0%ETFLowTroy, MI2026-10-27
Bradley & Co. Private Wealth Management, LLC
348$4.0K0.0%CoreVery LowMiami, FL2026-10-23
Richardson Capital Management LLC
346$4.0K0.0%ETFLowMenomonee Falls, WI2026-10-23
Cromwell Holdings LLC
327$3.8K0.0%IndexLowJackson, WY2026-10-28
Investment Research & Advisory Group, Inc.
307$3.5K0.0%GrowthVery LowAtlanta, GA2026-10-19
Triumph Capital Management
300$3.5K0.0%ETFMediumDenver, CO2026-10-14
Trust Co of Vermont
294$3.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Deseret Mutual Benefit Administrators
283$3.3K0.0%CoreMediumSalt Lake City, UT2026-11-04
Torren Management, LLC
275$3.2K0.0%ETFMediumSan Diego, CA2026-10-29
Legacy Bridge, LLC
275$3.2K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
WPG Advisers, LLC
256$2.9K0.0%CoreLowBaltimore, MD2026-10-27
Elevation Wealth Partners, LLC
254$2.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Ares Financial Consulting, LLC
250$2.9K0.0%CoreLowCalabasas, CA2026-10-19
Central Trust Co
242$2.8K0.0%CoreLowJefferson City, MO2026-11-05
Hughes Financial Services, LLC
220$2.6K0.0%ETFLowHerndon, VA2026-10-30
GK Wealth Management LLC
200$2.3K0.0%GARPVery HighReno, NV2026-10-09
Moisand Fitzgerald Tamayo, LLC
200$2.3K0.0%ETFVery LowOrlando, FL2026-10-15
Maseco LLP
166$1.9K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Rydar Equities, Inc.
150$1.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Activest Wealth Management
125$1.4K0.0%ETFLowAventura, FL2026-10-15
JFS Wealth Advisors, LLC
112$1.3K0.0%ETFVery LowHermitage, PA2026-11-03
Nvwm, LLC
105$1.2K0.0%GrowthMediumYardley, PA2026-10-14
Golden State Wealth Management, LLC
100$1.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Archer Investment Corp
100$1.2K0.0%CoreMediumCarmel, IN2026-11-05
Clayton Financial Group LLC
100$1.2K0.0%ETFLowSt. Louis, MO2026-10-13
Balance Wealth Partners LLC
100$1.2K0.0%ETFMediumWorthington, OH2026-10-27
Bell Investment Advisors, Inc
99$1.1K0.0%ETFVery LowOrinda, CA2026-10-29
GHP Investment Advisors, Inc.
79$9100.0%CoreVery LowDenver, CO2026-10-15
Toth Financial Advisory Corp
76$8750.0%CoreLowLeesburg, VA2026-10-08
Rossby Financial, LCC
76$8740.0%ETFMediumMelbourne, FL2026-11-05
Burk Holdings LLC
73$8400.0%ETFVery LowTulsa, OK2026-11-05
Provenance Wealth Advisors, LLC
73$8400.0%ETFLowFort Lauderdale, FL2026-10-30
Bay Harbor Wealth Management, LLC
67$7710.0%ETFMediumHunt Valley, MD2026-11-03
SJS Investment Consulting Inc.
63$7260.0%ETFVery LowSylvania, OH2026-10-26
Grove Bank & Trust
63$7250.0%ETFLowMiami, FL2026-10-08
Ascentis Wealth Management, LLC
63$7250.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
48$5520.0%ETFLowSan Diego, CA2026-10-28
Three Bridge Wealth Advisors, LLC
46$5290.0%ETFLowLos Altos, CA2026-11-05
Marquette Asset Management, LLC
41$4720.0%ETFVery LowMinneapolis, MN2026-10-09
Main Street Group, LTD
39$4490.0%ETFMediumGlen Allen, VA2026-10-28
DiNuzzo Private Wealth, Inc.
38$4380.0%ETFLowBeaver, PA2026-10-16
MV Capital Management, Inc.
36$4150.0%ETFLowBethesda, MD2026-10-29
NorthAvenue LLC
26$3000.0%ETFVery LowColumbus, OH2026-10-29
Asset Dedication, LLC
26$3000.0%ETFLowSan Francisco, CA2026-11-03
Financial Consulate, Inc
24$2770.0%ETFLowHunt Valley, MD2026-10-23
Trust Co
22$2530.0%ETFVery LowManhattan, KS2026-10-09
Downshift Financial, LLC
19$2190.0%ETFLowBoulder, CO2026-10-13
James T. Borello RIA
18$2070.0%ETFVery LowEast Dundee, IL2026-10-16
Davis Capital Management
16$1840.0%CoreLowJacksonville, FL2026-10-08
Hoese & Co LLP
11$1260.0%ETFLowGlencoe, MN2026-10-21
Planning Strategies Inc.
11$1270.0%ETFN/ALancaster, PA2026-10-02
DecisionPoint Financial, LLC
9$1080.0%ETFVery LowMesa, AZ2026-10-27
Friedenthal Financial
4$470.0%ETFHighMarlton, NJ2026-10-27
Southern Michigan Bank & Trust
4$460.0%ETFLowColdwater, MI2026-10-19
American Capital Advisory, LLC
3$350.0%ETFLowKetchum, ID2026-10-28
Maryland Capital Advisors Inc.
2$240.0%ETFVery LowChester, MD2026-10-15
Inspire Investing, LLC
2$230.0%GARPHighMeridian, ID2026-10-22
Retirement Wealth Solutions LLC
1$120.0%ETFLowMarshfield, WI2026-10-07
Lloyd Advisory Services, Llc.
1$100.0%ETFVery HighSuwanee, GA2026-11-02