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Roku Inc (ROKU)

CUSIP: 77543R102 | NYSE | Communication Services · Entertainment | Large Cap | 2329 institutional holders

Quarters

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

Geode Capital Management, LLC3,093,740
0.0% of portfolio›$471.7M
Amundi884,339
0.0% of portfolio›$134.7M
Bank of New York Mellon Corp804,578
0.0% of portfolio›$122.5M
Dimensional Fund Advisors LP703,340
0.0% of portfolio›$107.1M
Calamos Advisors LLC376,627
0.2% of portfolio›$57.4M
Empirical Capital Management, LLC345,661
0.0% of portfolio›$52.6K
Principal Financial Group Inc301,422
0.0% of portfolio›$45.9M
Syquant Capital SAS283,172
0.7% of portfolio›$43.0K
Congress Asset Management Co260,792
0.3% of portfolio›$39.7M
Russell Investments Group, Ltd.240,949
0.0% of portfolio›$36.7M
Barclays PLC216,143
0.0% of portfolio›$32.9M
Citigroup Inc190,468
0.0% of portfolio›$29.0M
Retirement Systems of Alabama173,847
0.1% of portfolio›$26.5M
Assenagon Asset Management S.A.147,148
0.0% of portfolio›$22.4M
LPL Financial LLC112,174
0.0% of portfolio›$17.1M
Sumitomo Mitsui Trust Group, Inc.67,869
0.0% of portfolio›$10.3M
Creative Planning65,043
0.0% of portfolio›$9.9M
Illinois Municipal Retirement Fund62,757
0.1% of portfolio›$9.6M
Amalgamated Bank62,517
0.0% of portfolio›$9.5K
New York Life Investment Management LLC62,409
0.1% of portfolio›$9.5M
Aware Super Pty Ltd as trustee of Aware Super59,917
0.1% of portfolio›$9.1M
Atlas Venture Advisors, Inc.57,707
7.9% of portfolio›$8.8M
Prospera Financial Services Inc55,313
0.1% of portfolio›$8.6M
CWA Asset Management Group, LLC53,756
0.2% of portfolio›$8.2M
Lido Advisors, LLC53,566
0.0% of portfolio›$8.2M
Crossmark Global Holdings, Inc.53,497
0.1% of portfolio›$8.1M
Natixis52,418
0.0% of portfolio›$8.0M
Mutual of America Capital Management LLC48,158
0.1% of portfolio›$7.3M
Highland Capital Management, LLC45,411
0.3% of portfolio›$6.9M
DekaBank Deutsche Girozentrale42,905
0.0% of portfolio›$6.5K
State of New Jersey Common Pension Fund D42,028
0.0% of portfolio›$6.4M
FNY Investment Advisers, LLC40,000
0.0% of portfolio›$6.1K
Louisiana State Employees Retirement System39,200
0.1% of portfolio›$6.0M
Arizona State Retirement System37,164
0.0% of portfolio›$5.7M
New York State Teachers Retirement System37,092
0.0% of portfolio›$5.6K
Yousif Capital Management, LLC34,382
0.1% of portfolio›$5.2M
State of Michigan Retirement System34,083
0.0% of portfolio›$5.2M
Machina Capital S.A.S.33,174
0.7% of portfolio›$5.1M
Burney Co/32,320
0.1% of portfolio›$4.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS31,520
0.0% of portfolio›$4.8M
Kapitalo Investimentos Ltda29,656
0.5% of portfolio›$4.5M
Wealth Enhancement Advisory Services, LLC29,546
0.0% of portfolio›$4.1M
Thrivent Financial for Lutherans28,938
0.0% of portfolio›$4.4K
iA Global Asset Management Inc.28,931
0.0% of portfolio›$4.4K
Truist Financial Corp28,795
0.0% of portfolio›$4.4M
Wolverine Asset Management LLC27,696
0.0% of portfolio›$4.2M
Oregon Public Employees Retirement Fund27,400
0.0% of portfolio›$4.2M
New Mexico Educational Retirement Board27,200
0.0% of portfolio›$4.1K
Xponance LLC27,127
0.0% of portfolio›$4.1M
Fifth Third Bancorp27,084
0.0% of portfolio›$4.1M
Antipodes Partners Ltd25,651
0.1% of portfolio›$3.9M
BG Investment Services, LLC25,592
0.6% of portfolio›$3.9M
Y-Intercept (Hong Kong) Ltd24,193
0.1% of portfolio›$3.7M
Able Financial Group, LLC23,550
0.6% of portfolio›$3.6M
Donoghue Forlines LLC23,183
0.9% of portfolio›$3.5M
Pictet Asset Management Holding SA20,102
0.0% of portfolio›$3.1M
Virginia Retirement Systems ET Al18,080
0.0% of portfolio›$2.8M
Mcdonald Partners LLC17,717
0.6% of portfolio›$2.7M
Choreo, LLC17,555
0.0% of portfolio›$2.7M
Accurate Wealth Management, LLC16,578
0.2% of portfolio›$2.5M
Smith Group Asset Management, LLC16,101
0.2% of portfolio›$2.5M
Fortem Financial Group, LLC14,884
0.5% of portfolio›$2.3M
Independent Financial Group, LLC14,752
0.0% of portfolio›$2.2M
Concurrent Investment Advisors, LLC13,346
0.0% of portfolio›$2.0M
State of Alaska, Department of Revenue12,511
0.0% of portfolio›$1.9K
MacKenzie Financial Corp11,836
0.0% of portfolio›$1.8M
Swiss Life Asset Management Ltd11,622
0.0% of portfolio›$1.8M
Kestra Investment Management, LLC11,203
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC10,951
0.0% of portfolio›$1.7M
West Tower Group, LLC10,950
6.2% of portfolio›$1.7M
Kestra Advisory Services, LLC10,753
0.0% of portfolio›$1.6M
Merit Financial Group, LLC10,306
0.0% of portfolio›$1.6M
Exchange Traded Concepts, LLC9,922
0.0% of portfolio›$1.5M
Verity Asset Management, Inc.9,711
0.6% of portfolio›$1.5M
Securian Asset Management, Inc9,701
0.1% of portfolio›$1.5M
Versor Investments LP9,641
2.5% of portfolio›$1.5M
PNC Financial Services Group, Inc.9,343
0.0% of portfolio›$1.4M
Contravisory Investment Management, Inc.8,809
0.2% of portfolio›$1.3M
Titleist Asset Management, LLC8,782
0.1% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.8,143
0.0% of portfolio›$1.2K
Chicago Partners Investment Group LLC8,140
0.0% of portfolio›$1.3M
Maryland State Retirement & Pension System7,952
0.0% of portfolio›$1.2M
Eurizon Capital SGR S.p.A.7,874
0.0% of portfolio›$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,856
0.0% of portfolio›$1.2M
Oppenheimer Asset Management Inc.7,740
0.0% of portfolio›$1.2M
Aaron Wealth Advisors LLC7,625
0.1% of portfolio›$1.2M
ProShare Advisors LLC7,606
0.0% of portfolio›$1.2M
Bailard, Inc.7,507
0.0% of portfolio›$1.1M
Olympiad Research LP7,225
1.4% of portfolio›$1.1M
Vise Technologies, Inc.7,071
0.0% of portfolio›$1.1M
Friedenthal Financial6,968
0.5% of portfolio›$1.1M
Apella Capital, LLC6,752
0.0% of portfolio›$1.0M
HUB Investment Partners, LLC6,336
0.0% of portfolio›$964.8K
CIBC Asset Management Inc6,045
0.0% of portfolio›$920.5K
Assetmark, Inc6,026
0.0% of portfolio›$917.6K
Wespac Advisors, LLC6,023
0.5% of portfolio›$917.2K
Compound Planning, Inc.5,827
0.0% of portfolio›$887.3K
Crestwood Advisors Group, LLC5,771
0.0% of portfolio›$878.8K
US Bancorp \de\5,671
0.0% of portfolio›$863.6K
Inscription Capital, LLC5,511
0.1% of portfolio›$839.2K
Greatmark Investment Partners, Inc.5,500
0.1% of portfolio›$837.5K
Savant Capital, LLC5,375
0.0% of portfolio›$818.5K
Ascentis Independent Advisors5,086
0.0% of portfolio›$774.5K
Capelight Capital Asset Management LP5,000
0.3% of portfolio›$761.4K
Versant Capital Management, Inc4,827
0.1% of portfolio›$735.1K
Certuity, LLC4,793
0.0% of portfolio›$729.9K
Baker Avenue Asset Management, LP4,792
0.0% of portfolio›$729.7K
Encompass More Asset Management4,788
0.1% of portfolio›$729.1K
Gateway Investment Advisers LLC4,644
0.0% of portfolio›$707.2K
OP Asset Management Ltd4,567
0.0% of portfolio›$695.5K
Vontobel Holding Ltd.4,567
0.0% of portfolio›$695.5K
Stonekeep Investments, LLC4,504
0.4% of portfolio›$685.9K
KBC Group NV4,323
0.0% of portfolio›$658
Praxis Investment Management Inc4,219
0.0% of portfolio›$642
Jefferies Financial Group Inc.4,100
0.0% of portfolio›$624.3K
R Squared Ltd4,009
0.3% of portfolio›$610.5K
North Dakota State Investment Board3,998
0.0% of portfolio›$608.8K
Keybank National Association3,947
0.0% of portfolio›$601.0K
3Chopt Investment Partners, LLC3,924
0.1% of portfolio›$597.6K
Jacksonville Wealth Management, LLC3,907
0.3% of portfolio›$594.9K
Elevation Point Wealth Partners, LLC3,785
0.0% of portfolio›$576.4K
Gamma Investing LLC3,752
0.0% of portfolio›$571.4K
Clay Northam Wealth Management, LLC3,731
0.3% of portfolio›$568.2K
Farther Finance Advisors, LLC3,701
0.0% of portfolio›$563.6K
Interchange Capital Partners, LLC3,682
0.1% of portfolio›$560.7K
Alps Advisors Inc3,682
0.0% of portfolio›$560.7K
Prime Capital Investment Advisors, LLC3,570
0.0% of portfolio›$543.6K
Evergreen Capital Management LLC3,541
0.0% of portfolio›$539.2K
Nykredit A/S3,536
0.0% of portfolio›$538.5K
Portside Wealth Group, LLC3,445
0.1% of portfolio›$524.6K
Strs Ohio3,398
0.0% of portfolio›$517.4K
Allworth Financial LP3,329
0.0% of portfolio›$459.8K
Norden Group LLC3,327
0.0% of portfolio›$506.6K
Linden Thomas Advisory Services, LLC3,261
0.0% of portfolio›$496.6K
Perigon Wealth Management, LLC3,244
0.0% of portfolio›$494.0K
CenterStar Asset Management, LLC3,200
0.1% of portfolio›$487.8K
Ethic Inc.3,156
0.0% of portfolio›$480.6K
NorthCrest Asset Manangement, LLC3,101
0.0% of portfolio›$476.9K
Ritholtz Wealth Management3,015
0.0% of portfolio›$459.1K
Cross Staff Investments Inc3,000
0.3% of portfolio›$456.8K
Sherman Wealth Management LLC3,000
0.3% of portfolio›$456.8K
Larson Financial Group LLC2,894
0.0% of portfolio›$440.7K
Nisa Investment Advisors, LLC2,891
0.0% of portfolio›$440.2K
OpenArc Corporate Advisory, LLC2,889
0.0% of portfolio›$439.9K
Profund Advisors LLC2,884
0.0% of portfolio›$439.2K
Aviance Capital Partners, LLC2,883
0.0% of portfolio›$439.0K
Level Four Advisory Services, LLC2,753
0.0% of portfolio›$419.2K
HB Wealth Management, LLC2,675
0.0% of portfolio›$407.3K
Atria Investments, Inc2,651
0.0% of portfolio›$403.7K
MGO One Seven LLC2,613
0.0% of portfolio›$397.9K
Ashton Thomas Private Wealth, LLC2,579
0.0% of portfolio›$392.7K
Haven Private, LLC2,511
0.2% of portfolio›$382.4K
Archer Investment Corp2,481
0.1% of portfolio›$377.8K
Park Avenue Securities LLC2,477
0.0% of portfolio›$377
Wedmont Private Capital2,354
0.0% of portfolio›$362.1K
Quadcap Wealth Management, LLC2,344
0.0% of portfolio›$356.9K
Sagespring Wealth Partners, LLC2,252
0.0% of portfolio›$342.9K
Cornerstone Wealth Management, LLC2,215
0.0% of portfolio›$337.3K
Cordatus Wealth Management LLC2,191
0.1% of portfolio›$333.6K
RFG Advisory, LLC2,175
0.0% of portfolio›$331.2K
PKS Advisory Services, LLC2,170
0.0% of portfolio›$299.8K
J.W. Cole Advisors, Inc.2,164
0.0% of portfolio›$329.5K
AlphaCore Capital LLC2,114
0.0% of portfolio›$321.9K
Parallel Advisors, LLC2,109
0.0% of portfolio›$321.2K
Cornerstone Wealth Group, LLC2,106
0.0% of portfolio›$320.6K
Fifth Third Wealth Advisors LLC2,095
0.0% of portfolio›$319.0K
Virtue Capital Management, LLC2,066
0.0% of portfolio›$314.6K
Summit Securities Group LLC2,000
0.0% of portfolio›$304.6K
Signaturefd, LLC1,968
0.0% of portfolio›$299.7K
Kestra Private Wealth Services, LLC1,962
0.0% of portfolio›$298.8K
SBI Securities Co., Ltd.1,947
0.0% of portfolio›$296.5K
WealthPlan Investment Management, LLC1,939
0.0% of portfolio›$295.3K
Asset Management One Co., Ltd.1,917
0.0% of portfolio›$291.9K
Summit Wealth Group LLC / Co1,912
0.0% of portfolio›$291.2K
Alpha Zero LLC1,874
0.1% of portfolio›$285.3K
LifeWealth Investments, LLC1,744
0.1% of portfolio›$265.5K
Raleigh Capital Management Inc.1,744
0.1% of portfolio›$265.5K
VestGen Advisors, LLC1,737
0.0% of portfolio›$264.5K
Fortis Group Advisors, LLC1,676
0.0% of portfolio›$260.0K
Citizens Financial Group Inc1,656
0.0% of portfolio›$252.1K
Modera Wealth Management, LLC1,654
0.0% of portfolio›$251.8K
Brighton Jones LLC1,651
0.0% of portfolio›$251.4K
Nemes Rush Group LLC1,644
0.0% of portfolio›$250.3K
Ignite Planners, LLC1,644
0.0% of portfolio›$250.3K
Integrity Alliance, Llc.1,632
0.0% of portfolio›$248.5K
Ballast, Inc.1,606
0.0% of portfolio›$244.6K
Everhart Financial Group, Inc.1,594
0.0% of portfolio›$242.7K
55 North Private Wealth, LLC1,592
0.0% of portfolio›$242.4K
Moss Adams Wealth Advisors LLC1,578
0.0% of portfolio›$240.3K
Redstone Wealth Management, LLC1,500
0.1% of portfolio›$228.4K
Compagnie Lombard Odier SCmA1,500
0.0% of portfolio›$228.4K
Axxcess Wealth Management, LLC1,479
0.0% of portfolio›$225.2K
UMB Bank, n.a.1,443
0.0% of portfolio›$219.7K
Garde Capital, Inc.1,407
0.0% of portfolio›$214.3K
Cypress Point Wealth Management, LLC1,391
0.0% of portfolio›$211.8K
Regent Peak Wealth Advisors LLC1,361
0.0% of portfolio›$207.3K
OmniStar Financial Group, Inc.1,330
0.1% of portfolio›$202.5K
Kathmere Capital Management, LLC1,319
0.0% of portfolio›$200.9K
MH & Associates Securities Management Corp1,177
0.2% of portfolio›$179.2K
USA Financial Formulas1,077
0.0% of portfolio›$164.0K
Covestor Ltd870
0.0% of portfolio›$133
S.A. Mason LLC858
0.0% of portfolio›$130.7K
Beacon Investment Advisory Services, Inc.828
0.0% of portfolio›$126.1K
TD Waterhouse Canada Inc.747
0.0% of portfolio›$113.0K
CoreCap Advisors, LLC673
0.0% of portfolio›$102.5K
Elyxium Wealth, LLC661
0.0% of portfolio›$100.7K
Heritage Family Offices, LLP612
0.0% of portfolio›$93.2K
First Horizon Corp588
0.0% of portfolio›$89.5K
Jacobi Capital Management LLC587
0.0% of portfolio›$89.4K
IFP Advisors, Inc570
0.0% of portfolio›$86.8K
GS Investments, Inc.526
0.1% of portfolio›$80.1K
EverSource Wealth Advisors, LLC501
0.0% of portfolio›$76.3K
Sterling Capital Management LLC493
0.0% of portfolio›$75.1K
Cullen T Bankers, Inc.491
0.0% of portfolio›$74.8K
Elevation Wealth Partners, LLC485
0.0% of portfolio›$73.9K
Central Trust Co432
0.0% of portfolio›$65.8K
SJS Investment Consulting Inc.411
0.0% of portfolio›$62.6K
Vision Financial Markets LLC400
0.0% of portfolio›$60.4K
Pinnacle Wealth Planning Services, Inc.393
0.0% of portfolio›$59.8K
Parkside Financial Bank & Trust385
0.0% of portfolio›$58.6K
Ameliora Wealth Management Ltd.360
0.0% of portfolio›$54.8K
Leonteq Securities AG348
0.0% of portfolio›$53.0K
Bayforest Capital Ltd322
0.1% of portfolio›$49.0K
Root Financial Partners, LLC319
0.0% of portfolio›$48.6K
True Wealth Design, LLC305
0.0% of portfolio›$46.4K
Mirae Asset Global Investments Co., Ltd.303
0.0% of portfolio›$46.1K
Transce3nd, LLC297
0.0% of portfolio›$46.9K
Rothwell Investment Advisors, LLC286
0.0% of portfolio›$43.6K
Rosenberg Matthew Hamilton285
0.0% of portfolio›$43.4K
CX Institutional281
0.0% of portfolio›$43
Avion Wealth273
0.0% of portfolio›$41
Capital Advisors, Ltd. LLC249
0.0% of portfolio›$38
Mitsubishi UFJ Asset Management Co., Ltd.218
0.0% of portfolio›$33.2K
Signature Equity Partners, LLC212
0.0% of portfolio›$32.3K
American National Bank & Trust200
0.0% of portfolio›$30.5K
Advocate Investing Services LLC200
0.0% of portfolio›$30.5K
Owl Creek Wealth Partners LLC200
0.0% of portfolio›$30.5K
Financial Consulate, Inc177
0.0% of portfolio›$27.0K
Pension & Wealth Management Advisors, Inc.169
0.0% of portfolio›$25.7K
Eastern Bank160
0.0% of portfolio›$24.4K
MassMutual Private Wealth & Trust, FSB158
0.0% of portfolio›$24.1K
Nfsg Corp155
0.0% of portfolio›$23.6K
Zions Bancorporation, National Association155
0.0% of portfolio›$23.6K
Country Trust Bank146
0.0% of portfolio›$22.2K
Provenance Wealth Advisors, LLC143
0.0% of portfolio›$21.8K
WPG Advisers, LLC140
0.0% of portfolio›$21.3K
Salomon & Ludwin, LLC137
0.0% of portfolio›$20.9K
V-Square Quantitative Management LLC137
0.0% of portfolio›$20.9K
Pacific Center for Financial Services130
0.0% of portfolio›$19.8K
NBH Bank124
0.0% of portfolio›$18.9K
James T. Borello RIA116
0.0% of portfolio›$17.7K
Costello Asset Management, Inc100
0.0% of portfolio›$15.2K
Hilton Head Capital Partners, LLC100
0.0% of portfolio›$15.2K
LAM Group, Inc.100
0.0% of portfolio›$15.2K
Mather Group, Llc.99
0.0% of portfolio›$15.0K
Adirondack Trust Co95
0.0% of portfolio›$14.5K
GK Wealth Management LLC89
0.0% of portfolio›$13.6K
Highline Wealth Partners LLC85
0.0% of portfolio›$12.9K
IFS Advisors, LLC80
0.0% of portfolio›$12.2K
GoalVest Advisory LLC76
0.0% of portfolio›$11.6K
Hazlett, Burt & Watson, Inc.76
0.0% of portfolio›$12
Spire Wealth Management70
0.0% of portfolio›$10.7K
DeDora Capital, Inc.69
0.0% of portfolio›$10.5K
Rakuten Securities, Inc.69
0.0% of portfolio›$10.5K
Clearstead Advisors, LLC68
0.0% of portfolio›$10.4K
Rossby Financial, LCC65
0.0% of portfolio›$9.9K
Tompkins Financial Corp63
0.0% of portfolio›$9.6K
Bare Financial Services, Inc59
0.0% of portfolio›$9.0K
MTM Investment Management, LLC55
0.0% of portfolio›$8.4K
Tsfg, LLC55
0.0% of portfolio›$8
Blue Trust, Inc.50
0.0% of portfolio›$7.6K
Cromwell Holdings LLC47
0.0% of portfolio›$7.2K
Hughes Financial Services, LLC46
0.0% of portfolio›$7.2K
Golden State Wealth Management, LLC38
0.0% of portfolio›$5.8K
Essential Partners LLC38
0.0% of portfolio›$5.8K
Wealth Enhancement Trust Services, Inc.38
0.0% of portfolio›$5.8K
GHP Investment Advisors, Inc.37
0.0% of portfolio›$5.6K
Southern Michigan Bank & Trust35
0.0% of portfolio›$5.3K
Physician Wealth Advisors, Inc.32
0.0% of portfolio›$4.9K
Harbor Capital Advisors, Inc.32
0.0% of portfolio›$5
Retirement Wealth Solutions LLC30
0.0% of portfolio›$4.6K
Fortitude Family Office, LLC28
0.0% of portfolio›$4.3K
Ascentis Wealth Management, LLC26
0.0% of portfolio›$4.0K
Silver Grove Financial Group, Inc.26
0.0% of portfolio›$4.0K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$3.8K
William Mack & Associates, Inc.25
0.0% of portfolio›$3.8K
Gen-Wealth Partners Inc25
0.0% of portfolio›$3.8K
American Capital Advisory, LLC25
0.0% of portfolio›$3.8K
Tradewinds Capital Management, LLC25
0.0% of portfolio›$3.8K
PFS Partners, LLC25
0.0% of portfolio›$3.8K
Private Trust Co NA24
0.0% of portfolio›$3.7K
RMG Wealth Management LLC23
0.0% of portfolio›$3.7K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$3.4K
TD Private Client Wealth LLC21
0.0% of portfolio›$3.2K
Torren Management, LLC21
0.0% of portfolio›$3.2K
1620 Investment Advisors, Inc.20
0.0% of portfolio›$3.0K
Trust Co of Vermont20
0.0% of portfolio›$3.0K
Clearstead Trust, LLC19
0.0% of portfolio›$2.9K
Thurston, Springer, Miller, Herd & Titak, Inc.18
0.0% of portfolio›$2.7K
Activest Wealth Management18
0.0% of portfolio›$2.7K
Balance Wealth Partners LLC17
0.0% of portfolio›$2.6K
Smallwood Wealth Investment Management, LLC17
0.0% of portfolio›$2.6K
Marquette Asset Management, LLC17
0.0% of portfolio›$2.6K
Hoey Investments, Inc16
0.0% of portfolio›$2.4K
DB Fitzpatrick & Co, Inc15
0.0% of portfolio›$2.3K
Burk Holdings LLC14
0.0% of portfolio›$2.1K
Proathlete Wealth Management LLC13
0.0% of portfolio›$2.0K
Valley National Advisers Inc13
0.0% of portfolio›$2.0K
Bell Investment Advisors, Inc12
0.0% of portfolio›$1.8K
Meriwether Wealth & Planning, LLC10
0.0% of portfolio›$1.5K
Private Wealth Management Group, LLC10
0.0% of portfolio›$1.5K
Westside Investment Management, Inc.10
0.0% of portfolio›$1.5K
Roxbury Financial LLC9
0.0% of portfolio›$1.4K
TFC Financial Management, Inc.8
0.0% of portfolio›$1.2K
Wilkerson Advisory Group LLC7
0.0% of portfolio›$1.1K
Clark Wealth Partners7
0.0% of portfolio›$1.1K
PayPay Securities Corp6
0.0% of portfolio›$914
MV Capital Management, Inc.6
0.0% of portfolio›$914
Caitong International Asset Management Co., Ltd6
0.0% of portfolio›$914
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$762
Abound Wealth Management5
0.0% of portfolio›$762
Buck Wealth Strategies, LLC5
0.0% of portfolio›$761
Financial Management Professionals, Inc.5
0.0% of portfolio›$761
Albion Financial Group5
0.0% of portfolio›$731
Quaker Wealth Management, LLC4
0.0% of portfolio›$610
Planning Strategies Inc.4
0.0% of portfolio›$609
JFS Wealth Advisors, LLC4
0.0% of portfolio›$610
Davis Capital Management3
0.0% of portfolio›$457
Birchwood Financial Partners, Inc.3
0.0% of portfolio›$457
Moisand Fitzgerald Tamayo, LLC2
0.0% of portfolio›$305
Breakwater Investment Management2
0.0% of portfolio›$305
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$305
Key FInancial Inc2
0.0% of portfolio›$305
Center for Financial Planning, Inc.2
0.0% of portfolio›$304
Manchester Capital Management LLC1
0.0% of portfolio›$153
3 Factor Indexing, LLC1
0.0% of portfolio›$153
Align Financial, LLC1
0.0% of portfolio›$152
Godsey & Gibb, Inc1
0.0% of portfolio›$153
Acumen Wealth Advisors, LLC1
0.0% of portfolio›$153
Birch Financial Group, LLC0
0.0% of portfolio›$49
StyleTurnoverLocationFiled
Geode Capital Management, LLC
3,093,740$471.7M0.0%IndexVery LowBoston, MA2026-11-06
Amundi
884,339$134.7M0.0%CoreMediumParis, India2026-11-06
Bank of New York Mellon Corp
804,578$122.5M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
703,340$107.1M0.0%IndexLowAustin, TX2026-11-04
Calamos Advisors LLC
376,627$57.4M0.2%GrowthMediumNaperville, IL2026-11-02
Empirical Capital Management, LLC
345,661$52.6K0.0%GARPMediumHendersonville, TN2026-10-27
Principal Financial Group Inc
301,422$45.9M0.0%CoreLowDes Moines, IA2026-11-02
Syquant Capital SAS
283,172$43.0K0.7%MomentumVery HighParis, India2026-10-20
Congress Asset Management Co
260,792$39.7M0.3%GrowthMediumBoston, MA2026-10-06
Russell Investments Group, Ltd.
240,949$36.7M0.0%CoreLowSeattle, WA2026-11-06
Barclays PLC
216,143$32.9M0.0%CoreMediumLondon, United Kingdom2026-11-06
Citigroup Inc
190,468$29.0M0.0%CoreMediumNew York, NY2026-11-04
Retirement Systems of Alabama
173,847$26.5M0.1%IndexLowMontgomery, AL2026-11-04
Assenagon Asset Management S.A.
147,148$22.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
LPL Financial LLC
112,174$17.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Sumitomo Mitsui Trust Group, Inc.
67,869$10.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Creative Planning
65,043$9.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Illinois Municipal Retirement Fund
62,757$9.6M0.1%CoreMediumOak Brook, IL2026-11-05
Amalgamated Bank
62,517$9.5K0.0%CoreVery LowNew York, NY2026-10-23
New York Life Investment Management LLC
62,409$9.5M0.1%GrowthLowNew York, NY2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
59,917$9.1M0.1%GrowthMediumSydney, China2026-10-30
Atlas Venture Advisors, Inc.
57,707$8.8M7.9%Deep ValueVery LowBoston, MA2026-10-28
Prospera Financial Services Inc
55,313$8.6M0.1%CoreMediumDallas, TX2026-11-04
CWA Asset Management Group, LLC
53,756$8.2M0.2%CoreMediumNaples, FL2026-10-19
Lido Advisors, LLC
53,566$8.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Crossmark Global Holdings, Inc.
53,497$8.1M0.1%GARPMediumHouston, TX2026-10-21
Natixis
52,418$8.0M0.0%GARPHighParis, India2026-11-06
Mutual of America Capital Management LLC
48,158$7.3M0.1%IndexLowNew York, NY2026-10-23
Highland Capital Management, LLC
45,411$6.9M0.3%GrowthMediumMemphis, TN2026-10-26
DekaBank Deutsche Girozentrale
42,905$6.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
State of New Jersey Common Pension Fund D
42,028$6.4M0.0%CoreLowTrenton, NJ2026-11-05
FNY Investment Advisers, LLC
40,000$6.1K0.0%GrowthVery HighNew York, NY2026-10-16
Louisiana State Employees Retirement System
39,200$6.0M0.1%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
37,164$5.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
New York State Teachers Retirement System
37,092$5.6K0.0%CoreVery LowAlbany, NY2026-10-22
Yousif Capital Management, LLC
34,382$5.2M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
State of Michigan Retirement System
34,083$5.2M0.0%IndexLowEast Lansing, MI2026-10-27
Machina Capital S.A.S.
33,174$5.1M0.7%ValueVery HighParis, India2026-11-05
Burney Co/
32,320$4.9M0.1%GARPMediumReston, VA2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
31,520$4.8M0.0%CoreLowHarrisburg, PA2026-11-03
Kapitalo Investimentos Ltda
29,656$4.5M0.5%ValueHighSao Paulo, Finland2026-10-20
Wealth Enhancement Advisory Services, LLC
29,546$4.1M0.0%CoreLowPlymouth, MN2026-10-13
Thrivent Financial for Lutherans
28,938$4.4K0.0%GARPMediumMinneapolis, MN2026-11-05
iA Global Asset Management Inc.
28,931$4.4K0.0%GrowthMediumQuebec, Austria2026-10-29
Truist Financial Corp
28,795$4.4M0.0%CoreLowCharlotte, NC2026-10-30
Wolverine Asset Management LLC
27,696$4.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
Oregon Public Employees Retirement Fund
27,400$4.2M0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
27,200$4.1K0.0%IndexVery LowSanta Fe, NM2026-11-05
Xponance LLC
27,127$4.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Fifth Third Bancorp
27,084$4.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Antipodes Partners Ltd
25,651$3.9M0.1%ValueHighRoyal Exchange, China2026-11-05
BG Investment Services, LLC
25,592$3.9M0.6%GrowthVery LowHagatna, GU2026-10-23
Y-Intercept (Hong Kong) Ltd
24,193$3.7M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Able Financial Group, LLC
23,550$3.6M0.6%ETFLowScottsdale, AZ2026-10-14
Donoghue Forlines LLC
23,183$3.5M0.9%CoreVery HighBoston, MA2026-11-02
Pictet Asset Management Holding SA
20,102$3.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Virginia Retirement Systems ET Al
18,080$2.8M0.0%CoreMediumRichmond, VA2026-10-28
Mcdonald Partners LLC
17,717$2.7M0.6%CoreLowCleveland, OH2026-11-03
Choreo, LLC
17,555$2.7M0.0%IndexLowRockford, IL2026-10-28
Accurate Wealth Management, LLC
16,578$2.5M0.2%CoreMediumWesley Chapel, FL2026-10-20
Smith Group Asset Management, LLC
16,101$2.5M0.2%GrowthLowDallas, TX2026-10-27
Fortem Financial Group, LLC
14,884$2.3M0.5%GrowthLowPalm Desert, CA2026-10-20
Independent Financial Group, LLC
14,752$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
13,346$2.0M0.0%GrowthMediumTampa, FL2026-10-16
State of Alaska, Department of Revenue
12,511$1.9K0.0%CoreVery LowJuneau, AK2026-10-15
MacKenzie Financial Corp
11,836$1.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Swiss Life Asset Management Ltd
11,622$1.8M0.0%CoreLowZurich, Switzerland2026-11-03
Kestra Investment Management, LLC
11,203$1.7M0.0%ETFMediumAustin, TX2026-11-04
Commonwealth Equity Services, LLC
10,951$1.7M0.0%ETFLowWaltham, MA2026-11-02
West Tower Group, LLC
10,950$1.7M6.2%Deep ValueHighRichmond, VA2026-10-14
Kestra Advisory Services, LLC
10,753$1.6M0.0%CoreLowAustin, TX2026-11-02
Merit Financial Group, LLC
10,306$1.6M0.0%ETFLowAlpharetta, GA2026-11-06
Exchange Traded Concepts, LLC
9,922$1.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Verity Asset Management, Inc.
9,711$1.5M0.6%CoreMediumDurham, NC2026-10-30
Securian Asset Management, Inc
9,701$1.5M0.1%IndexLowSt Paul, MN2026-11-06
Versor Investments LP
9,641$1.5M2.5%ValueVery HighNew York, NY2026-10-23
PNC Financial Services Group, Inc.
9,343$1.4M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Contravisory Investment Management, Inc.
8,809$1.3M0.2%MomentumHighNorwell, MA2026-10-13
Titleist Asset Management, LLC
8,782$1.3M0.1%ETFLowSan Antonio, TX2026-10-08
Cambridge Investment Research Advisors, Inc.
8,143$1.2K0.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
8,140$1.3M0.0%GARPLowChicago, IL2026-10-27
Maryland State Retirement & Pension System
7,952$1.2M0.0%IndexVery LowBaltimore, MD2026-11-05
Eurizon Capital SGR S.p.A.
7,874$1.2M0.0%CoreMediumMilan, Latvia2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,856$1.2M0.0%GrowthVery LowSeattle, WA2026-10-27
Oppenheimer Asset Management Inc.
7,740$1.2M0.0%CoreMediumNew York, NY2026-10-27
Aaron Wealth Advisors LLC
7,625$1.2M0.1%GrowthMediumChicago, IL2026-10-13
ProShare Advisors LLC
7,606$1.2M0.0%GrowthLowBethesda, MD2026-10-29
Bailard, Inc.
7,507$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Olympiad Research LP
7,225$1.1M1.4%Deep ValueVery HighStamford, CT2026-11-04
Vise Technologies, Inc.
7,071$1.1M0.0%IndexLowNew York, NY2026-10-29
Friedenthal Financial
6,968$1.1M0.5%ETFHighMarlton, NJ2026-10-27
Apella Capital, LLC
6,752$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
HUB Investment Partners, LLC
6,336$964.8K0.0%GrowthLowAustin, TX2026-11-03
CIBC Asset Management Inc
6,045$920.5K0.0%GARPLowToronto, South Africa2026-11-05
Assetmark, Inc
6,026$917.6K0.0%ETFLowConcord, CA2026-10-21
Wespac Advisors, LLC
6,023$917.2K0.5%ETFHighOrinda, CA2026-10-26
Compound Planning, Inc.
5,827$887.3K0.0%CoreLowNew York, NY2026-11-05
Crestwood Advisors Group, LLC
5,771$878.8K0.0%GrowthLowBoston, MA2026-10-27
US Bancorp \de\
5,671$863.6K0.0%IndexLowMinneapolis, MN2026-11-05
Inscription Capital, LLC
5,511$839.2K0.1%GARPMediumHouston, TX2026-11-02
Greatmark Investment Partners, Inc.
5,500$837.5K0.1%ValueVery LowColumbus, GA2026-10-28
Savant Capital, LLC
5,375$818.5K0.0%IndexVery LowRockford, IL2026-11-06
Ascentis Independent Advisors
5,086$774.5K0.0%ETFLowDallas, TX2026-11-03
Capelight Capital Asset Management LP
5,000$761.4K0.3%Agg GrowthHighNew York, NY2026-10-23
Versant Capital Management, Inc
4,827$735.1K0.1%GARPLowPhoenix, AZ2026-10-02
Certuity, LLC
4,793$729.9K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Baker Avenue Asset Management, LP
4,792$729.7K0.0%GrowthLowSan Francisco, CA2026-11-06
Encompass More Asset Management
4,788$729.1K0.1%ETFHighDanville, CA2026-10-16
Gateway Investment Advisers LLC
4,644$707.2K0.0%GrowthLowCincinnati, OH2026-10-13
OP Asset Management Ltd
4,567$695.5K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Vontobel Holding Ltd.
4,567$695.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Stonekeep Investments, LLC
4,504$685.9K0.4%ETFLowSante Fe, NM2026-10-15
KBC Group NV
4,323$6580.0%CoreMediumBrussels, Czech Republic2026-10-22
Praxis Investment Management Inc
4,219$6420.0%CoreLowGoshen, IN2026-11-03
Jefferies Financial Group Inc.
4,100$624.3K0.0%CoreVery HighNew York, NY2026-11-05
R Squared Ltd
4,009$610.5K0.3%ValueVery HighHong Kong, South Korea2026-11-06
North Dakota State Investment Board
3,998$608.8K0.0%GrowthMediumBismarck, ND2026-10-27
Keybank National Association
3,947$601.0K0.0%CoreLowBrooklyn, OH2026-11-04
3Chopt Investment Partners, LLC
3,924$597.6K0.1%CoreLowRichmond, VA2026-10-30
Jacksonville Wealth Management, LLC
3,907$594.9K0.3%ETFVery LowJacksonville, FL2026-10-30
Elevation Point Wealth Partners, LLC
3,785$576.4K0.0%CoreHighDenver, CO2026-11-05
Gamma Investing LLC
3,752$571.4K0.0%IndexVery LowFoster City, CA2026-10-08
Clay Northam Wealth Management, LLC
3,731$568.2K0.3%GrowthVery LowHuntington Beach, CA2026-10-13
Farther Finance Advisors, LLC
3,701$563.6K0.0%IndexLowSan Francisco, CA2026-10-08
Interchange Capital Partners, LLC
3,682$560.7K0.1%GrowthLowPittsburgh, PA2026-10-28
Alps Advisors Inc
3,682$560.7K0.0%YieldLowDenver, CO2026-11-03
Prime Capital Investment Advisors, LLC
3,570$543.6K0.0%ETFLowOverland Park, KS2026-10-20
Evergreen Capital Management LLC
3,541$539.2K0.0%GARPMediumBellevue, WA2026-10-23
Nykredit A/S
3,536$538.5K0.0%CoreN/ANordhavn, Greece2026-11-06
Portside Wealth Group, LLC
3,445$524.6K0.1%CoreMediumProvo, UT2026-10-20
Strs Ohio
3,398$517.4K0.0%CoreMediumColumbus, OH2026-10-30
Allworth Financial LP
3,329$459.8K0.0%IndexLowFolsom, CA2026-11-06
Norden Group LLC
3,327$506.6K0.0%GrowthMediumProvo, UT2026-10-20
Linden Thomas Advisory Services, LLC
3,261$496.6K0.0%CoreLowCharlotte, NC2026-10-19
Perigon Wealth Management, LLC
3,244$494.0K0.0%GrowthLowSan Francisco, CA2026-10-22
CenterStar Asset Management, LLC
3,200$487.8K0.1%Agg GrowthVery HighChicago, IL2026-10-09
Ethic Inc.
3,156$480.6K0.0%CoreLowNew York, NY2026-11-03
NorthCrest Asset Manangement, LLC
3,101$476.9K0.0%GrowthLowPlymouth, MN2026-10-13
Ritholtz Wealth Management
3,015$459.1K0.0%IndexLowNew York, NY2026-11-05
Cross Staff Investments Inc
3,000$456.8K0.3%CoreVery LowPittsford, NY2026-10-22
Sherman Wealth Management LLC
3,000$456.8K0.3%ETFLowGaithersburg, MD2026-10-16
Larson Financial Group LLC
2,894$440.7K0.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
2,891$440.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
OpenArc Corporate Advisory, LLC
2,889$439.9K0.0%GrowthLowAtlanta, GA2026-10-21
Profund Advisors LLC
2,884$439.2K0.0%GrowthLowBethesda, MD2026-10-29
Aviance Capital Partners, LLC
2,883$439.0K0.0%CoreLowNaples, FL2026-10-29
Level Four Advisory Services, LLC
2,753$419.2K0.0%CoreLowDallas, TX2026-11-06
HB Wealth Management, LLC
2,675$407.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Atria Investments, Inc
2,651$403.7K0.0%CoreMediumCharlotte, NC2026-10-15
MGO One Seven LLC
2,613$397.9K0.0%GrowthLowBeachwood, OH2026-10-28
Ashton Thomas Private Wealth, LLC
2,579$392.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Haven Private, LLC
2,511$382.4K0.2%ETFMediumOrlando, FL2026-10-27
Archer Investment Corp
2,481$377.8K0.1%CoreMediumCarmel, IN2026-11-05
Park Avenue Securities LLC
2,477$3770.0%ETFMediumNew York, NY2026-10-26
Wedmont Private Capital
2,354$362.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Quadcap Wealth Management, LLC
2,344$356.9K0.0%ETFLowFrisco, TX2026-11-02
Sagespring Wealth Partners, LLC
2,252$342.9K0.0%ETFLowFranklin, TN2026-10-22
Cornerstone Wealth Management, LLC
2,215$337.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Cordatus Wealth Management LLC
2,191$333.6K0.1%GrowthMediumNewtown, PA2026-10-19
RFG Advisory, LLC
2,175$331.2K0.0%ETFMediumBirmingham, AL2026-11-03
PKS Advisory Services, LLC
2,170$299.8K0.0%ETFMediumAlbany, NY2026-10-26
J.W. Cole Advisors, Inc.
2,164$329.5K0.0%IndexLowTampa, FL2026-11-05
AlphaCore Capital LLC
2,114$321.9K0.0%ETFLowLa Jolla, CA2026-11-04
Parallel Advisors, LLC
2,109$321.2K0.0%IndexLowSan Francisco, CA2026-11-03
Cornerstone Wealth Group, LLC
2,106$320.6K0.0%CoreMediumHuntersville, NC2026-11-02
Fifth Third Wealth Advisors LLC
2,095$319.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Virtue Capital Management, LLC
2,066$314.6K0.0%GrowthHighBrentwood, TN2026-10-29
Summit Securities Group LLC
2,000$304.6K0.0%CoreVery HighNew York, NY2026-11-05
Signaturefd, LLC
1,968$299.7K0.0%IndexLowAtlanta, GA2026-10-23
Kestra Private Wealth Services, LLC
1,962$298.8K0.0%GrowthLowAustin, TX2026-11-06
SBI Securities Co., Ltd.
1,947$296.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
WealthPlan Investment Management, LLC
1,939$295.3K0.0%GrowthMediumOmaha, NE2026-10-15
Asset Management One Co., Ltd.
1,917$291.9K0.0%IndexVery LowTokyo, Mexico2026-10-27
Summit Wealth Group LLC / Co
1,912$291.2K0.0%ETFHighColorado Springs, CO2026-10-29
Alpha Zero LLC
1,874$285.3K0.1%ETFLowBoca Raton, FL2026-11-06
LifeWealth Investments, LLC
1,744$265.5K0.1%ETFMediumWinter Garden, FL2026-10-21
Raleigh Capital Management Inc.
1,744$265.5K0.1%CoreMediumCary, NC2026-10-28
VestGen Advisors, LLC
1,737$264.5K0.0%GrowthMediumChicago, IL2026-10-27
Fortis Group Advisors, LLC
1,676$260.0K0.0%ETFHighWestwood, NJ2026-11-06
Citizens Financial Group Inc
1,656$252.1K0.0%GrowthLowProvidence, RI2026-10-23
Modera Wealth Management, LLC
1,654$251.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Brighton Jones LLC
1,651$251.4K0.0%CoreVery LowSeattle, WA2026-11-03
Nemes Rush Group LLC
1,644$250.3K0.0%CoreVery LowNovi, MI2026-11-04
Ignite Planners, LLC
1,644$250.3K0.0%CoreLowSan Clemente, CA2026-10-14
Integrity Alliance, Llc.
1,632$248.5K0.0%ETFMediumUrbandale, IA2026-10-29
Ballast, Inc.
1,606$244.6K0.0%ETFLowLexington, KY2026-10-20
Everhart Financial Group, Inc.
1,594$242.7K0.0%ETFLowDublin, OH2026-10-08
55 North Private Wealth, LLC
1,592$242.4K0.0%ETFLowWinter Park, FL2026-10-20
Moss Adams Wealth Advisors LLC
1,578$240.3K0.0%ETFLowSeattle, WA2026-10-28
Redstone Wealth Management, LLC
1,500$228.4K0.1%ETFMediumOklahoma City, OK2026-10-20
Compagnie Lombard Odier SCmA
1,500$228.4K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Axxcess Wealth Management, LLC
1,479$225.2K0.0%CoreLowCarlsbad, CA2026-10-21
UMB Bank, n.a.
1,443$219.7K0.0%CoreLowKansas City, MO2026-11-06
Garde Capital, Inc.
1,407$214.3K0.0%ETFLowSeattle, WA2026-10-29
Cypress Point Wealth Management, LLC
1,391$211.8K0.0%ETFLowDallas, TX2026-11-03
Regent Peak Wealth Advisors LLC
1,361$207.3K0.0%GrowthLowAtlanta, GA2026-10-13
OmniStar Financial Group, Inc.
1,330$202.5K0.1%ValueHighWilmington, NC2026-10-26
Kathmere Capital Management, LLC
1,319$200.9K0.0%ETFLowWayne, PA2026-10-20
MH & Associates Securities Management Corp
1,177$179.2K0.2%YieldLowCarlsbad, CA2026-10-30
USA Financial Formulas
1,077$164.0K0.0%ETFVery HighAda, MI2026-10-16
Covestor Ltd
870$1330.0%ValueHighLondon, United Kingdom2026-10-30
S.A. Mason LLC
858$130.7K0.0%GrowthVery LowHolland, MI2026-10-13
Beacon Investment Advisory Services, Inc.
828$126.1K0.0%GrowthLowMorristown, NJ2026-10-13
TD Waterhouse Canada Inc.
747$113.0K0.0%CoreLowToronto, Australia2026-10-16
CoreCap Advisors, LLC
673$102.5K0.0%ETFMediumSouthfield, MI2026-10-08
Elyxium Wealth, LLC
661$100.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Heritage Family Offices, LLP
612$93.2K0.0%GrowthHighScottsdale, AZ2026-11-02
First Horizon Corp
588$89.5K0.0%CoreLowMemphis, TN2026-10-26
Jacobi Capital Management LLC
587$89.4K0.0%CoreLowPittston, PA2026-11-05
IFP Advisors, Inc
570$86.8K0.0%GrowthLowTampa, FL2026-10-16
GS Investments, Inc.
526$80.1K0.1%CoreVery LowEagan, MN2026-11-05
EverSource Wealth Advisors, LLC
501$76.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
493$75.1K0.0%GARPMediumCharlotte, NC2026-10-22
Cullen T Bankers, Inc.
491$74.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Elevation Wealth Partners, LLC
485$73.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Central Trust Co
432$65.8K0.0%CoreLowJefferson City, MO2026-11-05
SJS Investment Consulting Inc.
411$62.6K0.0%ETFVery LowSylvania, OH2026-10-26
Vision Financial Markets LLC
400$60.4K0.0%CoreLowStamford, CT2026-10-22
Pinnacle Wealth Planning Services, Inc.
393$59.8K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
385$58.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Ameliora Wealth Management Ltd.
360$54.8K0.0%ETFLowZurich, Switzerland2026-10-23
Leonteq Securities AG
348$53.0K0.0%CoreHighZurich, Switzerland2026-10-29
Bayforest Capital Ltd
322$49.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Root Financial Partners, LLC
319$48.6K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
305$46.4K0.0%ETFMediumAkron, OH2026-10-13
Mirae Asset Global Investments Co., Ltd.
303$46.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Transce3nd, LLC
297$46.9K0.0%GrowthLowBuda, TX2026-10-26
Rothwell Investment Advisors, LLC
286$43.6K0.0%N/AN/ASalem, MA2026-11-06
Rosenberg Matthew Hamilton
285$43.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
CX Institutional
281$430.0%CoreMediumAuburn, IN2026-10-02
Avion Wealth
273$410.0%ETFLowThe Woodlands, TX2026-11-04
Capital Advisors, Ltd. LLC
249$380.0%ETFLowShaker Heights, OH2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
218$33.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Signature Equity Partners, LLC
212$32.3K0.0%GrowthMediumColumbus, OH2026-10-29
American National Bank & Trust
200$30.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Advocate Investing Services LLC
200$30.5K0.0%ETFLowWoodbine, MD2026-10-26
Owl Creek Wealth Partners LLC
200$30.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Financial Consulate, Inc
177$27.0K0.0%ETFLowHunt Valley, MD2026-10-23
Pension & Wealth Management Advisors, Inc.
169$25.7K0.0%ETFLowWaltham, MA2026-10-16
Eastern Bank
160$24.4K0.0%GrowthMediumBoston, MA2026-10-05
MassMutual Private Wealth & Trust, FSB
158$24.1K0.0%CoreLowSpringfield, MA2026-10-05
Nfsg Corp
155$23.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Zions Bancorporation, National Association
155$23.6K0.0%CoreMediumSalt Lake City, UT2026-11-06
Country Trust Bank
146$22.2K0.0%GrowthLowBloomington, IL2026-10-30
Provenance Wealth Advisors, LLC
143$21.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
WPG Advisers, LLC
140$21.3K0.0%CoreLowBaltimore, MD2026-10-27
Salomon & Ludwin, LLC
137$20.9K0.0%ETFVery LowRichmond, VA2026-10-29
V-Square Quantitative Management LLC
137$20.9K0.0%CoreLowChicago, IL2026-10-15
Pacific Center for Financial Services
130$19.8K0.0%ETFMediumDanville, CA2026-10-15
NBH Bank
124$18.9K0.0%CoreN/AGreenwood Village, CO2026-11-05
James T. Borello RIA
116$17.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Costello Asset Management, Inc
100$15.2K0.0%CoreLowFeasterville, PA2026-10-30
Hilton Head Capital Partners, LLC
100$15.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
LAM Group, Inc.
100$15.2K0.0%ETFVery LowLake Oswego, OR2026-10-26
Mather Group, Llc.
99$15.0K0.0%ETFMediumChicago, IL2026-10-14
Adirondack Trust Co
95$14.5K0.0%GrowthLowSaratoga Springs, NY2026-10-14
GK Wealth Management LLC
89$13.6K0.0%GARPVery HighReno, NV2026-10-09
Highline Wealth Partners LLC
85$12.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
IFS Advisors, LLC
80$12.2K0.0%ETFLowOverland Park, KS2026-10-14
GoalVest Advisory LLC
76$11.6K0.0%ETFMediumNew York, NY2026-10-02
Hazlett, Burt & Watson, Inc.
76$120.0%CoreVery LowWheeling, WV2026-11-04
Spire Wealth Management
70$10.7K0.0%GrowthMediumMclean, VA2026-10-30
DeDora Capital, Inc.
69$10.5K0.0%ETFVery LowNapa, CA2026-10-26
Rakuten Securities, Inc.
69$10.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Clearstead Advisors, LLC
68$10.4K0.0%ETFLowCleveland, OH2026-11-06
Rossby Financial, LCC
65$9.9K0.0%ETFMediumMelbourne, FL2026-11-05
Tompkins Financial Corp
63$9.6K0.0%CoreLowIthaca, NY2026-10-05
Bare Financial Services, Inc
59$9.0K0.0%ETFVery LowGap, PA2026-11-04
MTM Investment Management, LLC
55$8.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Tsfg, LLC
55$80.0%ETFLowLake Forest, IL2026-10-23
Blue Trust, Inc.
50$7.6K0.0%ETFLowBrentwood, TN2026-10-15
Cromwell Holdings LLC
47$7.2K0.0%IndexLowJackson, WY2026-10-28
Hughes Financial Services, LLC
46$7.2K0.0%ETFLowHerndon, VA2026-10-30
Golden State Wealth Management, LLC
38$5.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Essential Partners LLC
38$5.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Wealth Enhancement Trust Services, Inc.
38$5.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
GHP Investment Advisors, Inc.
37$5.6K0.0%CoreVery LowDenver, CO2026-10-15
Southern Michigan Bank & Trust
35$5.3K0.0%ETFLowColdwater, MI2026-10-19
Physician Wealth Advisors, Inc.
32$4.9K0.0%ETFMediumMidvale, UT2026-10-20
Harbor Capital Advisors, Inc.
32$50.0%ValueHighChicago, IL2026-10-22
Retirement Wealth Solutions LLC
30$4.6K0.0%ETFLowMarshfield, WI2026-10-07
Fortitude Family Office, LLC
28$4.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
26$4.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
26$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Atlantic Edge Private Wealth Management, LLC
25$3.8K0.0%CoreLowJacksonville, FL2026-10-20
William Mack & Associates, Inc.
25$3.8K0.0%ETFLowTroy, MI2026-10-27
Gen-Wealth Partners Inc
25$3.8K0.0%CoreLowZeeland, MI2026-11-04
American Capital Advisory, LLC
25$3.8K0.0%ETFLowKetchum, ID2026-10-28
Tradewinds Capital Management, LLC
25$3.8K0.0%ETFVery HighBellingham, WA2026-10-23
PFS Partners, LLC
25$3.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
Private Trust Co NA
24$3.7K0.0%CoreLowCleveland, OH2026-10-20
RMG Wealth Management LLC
23$3.7K0.0%ETFVery HighPlatteville, WI2026-10-26
UMB Private Wealth Management, LLC
22$3.4K0.0%GrowthN/AKansas City, MO2026-10-19
TD Private Client Wealth LLC
21$3.2K0.0%ETFLowNew York, NY2026-10-28
Torren Management, LLC
21$3.2K0.0%ETFMediumSan Diego, CA2026-10-29
1620 Investment Advisors, Inc.
20$3.0K0.0%ValueLowPlymouth, MA2026-11-04
Trust Co of Vermont
20$3.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Clearstead Trust, LLC
19$2.9K0.0%GrowthLowPortland, ME2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
18$2.7K0.0%GrowthMediumIndianapolis, IN2026-10-14
Activest Wealth Management
18$2.7K0.0%ETFLowAventura, FL2026-10-15
Balance Wealth Partners LLC
17$2.6K0.0%ETFMediumWorthington, OH2026-10-27
Smallwood Wealth Investment Management, LLC
17$2.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Marquette Asset Management, LLC
17$2.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Hoey Investments, Inc
16$2.4K0.0%Agg GrowthLowCoatesville, PA2026-10-29
DB Fitzpatrick & Co, Inc
15$2.3K0.0%CoreMediumBoise, ID2026-10-19
Burk Holdings LLC
14$2.1K0.0%ETFVery LowTulsa, OK2026-11-05
Proathlete Wealth Management LLC
13$2.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Valley National Advisers Inc
13$2.0K0.0%ETFLowBethlehem, PA2026-10-23
Bell Investment Advisors, Inc
12$1.8K0.0%ETFVery LowOrinda, CA2026-10-29
Meriwether Wealth & Planning, LLC
10$1.5K0.0%ETFMediumMinden, LA2026-10-13
Private Wealth Management Group, LLC
10$1.5K0.0%ETFLowPrinceton, NJ2026-10-19
Westside Investment Management, Inc.
10$1.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Roxbury Financial LLC
9$1.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
TFC Financial Management, Inc.
8$1.2K0.0%ETFVery LowBoston, MA2026-10-26
Wilkerson Advisory Group LLC
7$1.1K0.0%ETFMediumColumbia, MO2026-10-20
Clark Wealth Partners
7$1.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
PayPay Securities Corp
6$9140.0%CoreMediumTokyo, Mexico2026-10-27
MV Capital Management, Inc.
6$9140.0%ETFLowBethesda, MD2026-10-29
Caitong International Asset Management Co., Ltd
6$9140.0%GrowthVery HighHong Kong, South Korea2026-10-29
DiNuzzo Private Wealth, Inc.
5$7620.0%ETFLowBeaver, PA2026-10-16
Abound Wealth Management
5$7620.0%ETFVery LowFranklin, TN2026-10-26
Buck Wealth Strategies, LLC
5$7610.0%ValueMediumDenver, CO2026-10-28
Financial Management Professionals, Inc.
5$7610.0%ETFMediumAustin, TX2026-10-23
Albion Financial Group
5$7310.0%GrowthLowSalt Lake City, UT2026-10-21
Quaker Wealth Management, LLC
4$6100.0%ETFMediumMoorestown, NJ2026-10-22
Planning Strategies Inc.
4$6090.0%ETFN/ALancaster, PA2026-10-02
JFS Wealth Advisors, LLC
4$6100.0%ETFVery LowHermitage, PA2026-11-03
Davis Capital Management
3$4570.0%CoreLowJacksonville, FL2026-10-08
Birchwood Financial Partners, Inc.
3$4570.0%ETFVery LowBloomington, MN2026-11-02
Moisand Fitzgerald Tamayo, LLC
2$3050.0%ETFVery LowOrlando, FL2026-10-15
Breakwater Investment Management
2$3050.0%ETFLowSeattle, WA2026-10-20
Dhjj Financial Advisors, Ltd.
2$3050.0%ETFVery LowNaperville, IL2026-10-23
Key FInancial Inc
2$3050.0%ETFLowWest Chester, PA2026-11-02
Center for Financial Planning, Inc.
2$3040.0%ETFLowSouthfied, MI2026-10-26
Manchester Capital Management LLC
1$1530.0%CoreLowManchester, VT2026-10-22
3 Factor Indexing, LLC
1$1530.0%ETFLowSacramento, CA2026-10-15
Align Financial, LLC
1$1520.0%ETFVery LowHermantown, MN2026-10-16
Godsey & Gibb, Inc
1$1530.0%CoreLowRichmond, VA2026-10-14
Acumen Wealth Advisors, LLC
1$1530.0%GrowthHighChattanooga, TN2026-11-05
Birch Financial Group, LLC
0$490.0%CoreLowKeene, NH2026-10-27