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SM Energy Co (SM)

CUSIP: 78454L100 | NYSE | Energy · Oil & Gas E&P | Mid Cap | 1538 institutional holders

Quarters

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

Dimensional Fund Advisors LP7,667,292
0.0% of portfolio›$259.0M
MacKenzie Financial Corp3,835,401
0.1% of portfolio›$129.6M
Bank of New York Mellon Corp1,682,701
0.0% of portfolio›$56.8M
Principal Financial Group Inc1,137,907
0.0% of portfolio›$38.4M
Creative Planning683,114
0.0% of portfolio›$23.1M
Pekin Hardy Strauss, Inc.410,267
1.2% of portfolio›$13.9M
Leeward Investments, LLC - MA376,172
0.6% of portfolio›$12.7M
BI Asset Management Fondsmaeglerselskab A/S297,809
0.0% of portfolio›$10.1K
Moody Aldrich Partners LLC229,073
1.5% of portfolio›$7.7M
New York State Teachers Retirement System228,545
0.0% of portfolio›$7.7K
Thrivent Financial for Lutherans192,684
0.0% of portfolio›$6.5K
Imc-Chicago, LLC189,761
0.0% of portfolio›$6.4M
Congress Asset Management Co137,815
0.0% of portfolio›$4.7M
Vontobel Holding Ltd.127,000
0.0% of portfolio›$4.3M
Kornitzer Capital Management Inc126,280
0.1% of portfolio›$4.3M
J. Safra Sarasin Holding AG122,071
0.1% of portfolio›$4.1M
Illinois Municipal Retirement Fund114,383
0.0% of portfolio›$3.9M
State of Alaska, Department of Revenue112,819
0.0% of portfolio›$3.8K
Nisa Investment Advisors, LLC111,034
0.0% of portfolio›$3.8M
Y-Intercept (Hong Kong) Ltd107,602
0.1% of portfolio›$3.6M
Virginia Retirement Systems ET Al102,300
0.0% of portfolio›$3.5M
Louisiana State Employees Retirement System101,300
0.1% of portfolio›$3.4M
Collar Capital Management, LLC80,676
1.6% of portfolio›$2.7M
State of New Jersey Common Pension Fund D80,314
0.0% of portfolio›$2.7M
Wedge Capital Management L L P76,450
0.0% of portfolio›$2.6M
Oliver Luxxe Assets LLC67,840
0.4% of portfolio›$2.3M
Arizona State Retirement System67,502
0.0% of portfolio›$2.3M
Fifth Third Bancorp66,682
0.0% of portfolio›$2.3M
Yousif Capital Management, LLC65,728
0.0% of portfolio›$2.2M
Hussman Strategic Advisors, Inc.63,000
0.5% of portfolio›$2.1M
Amalgamated Bank61,825
0.0% of portfolio›$2.1K
Strs Ohio60,200
0.0% of portfolio›$2.0M
Citigroup Inc56,426
0.0% of portfolio›$1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS56,041
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC54,306
0.0% of portfolio›$1.8M
Oregon Public Employees Retirement Fund53,395
0.0% of portfolio›$1.8M
US Bancorp \de\53,236
0.0% of portfolio›$1.8M
Allspring Global Investments Holdings, LLC49,243
0.0% of portfolio›$1.7M
VestGen Advisors, LLC47,704
0.0% of portfolio›$1.6M
Sendero Wealth Management, LLC47,241
0.2% of portfolio›$1.6M
Fulcrum Asset Management LLP46,514
0.1% of portfolio›$1.5M
Caitong International Asset Management Co., Ltd41,447
0.1% of portfolio›$1.4M
GF Fund Management Co. Ltd.38,954
0.0% of portfolio›$1.3M
Saxon Interests, Inc.38,276
0.4% of portfolio›$1.3M
DekaBank Deutsche Girozentrale37,743
0.0% of portfolio›$1.3K
SMH Capital Advisors Inc37,400
4.8% of portfolio›$1.3M
Unison Advisors LLC36,913
0.1% of portfolio›$1.2M
Pictet Asset Management Holding SA36,856
0.0% of portfolio›$1.2M
Waldron Private Wealth LLC36,351
0.0% of portfolio›$1.2M
Vise Technologies, Inc.36,265
0.0% of portfolio›$1.2M
Catalyst Capital Advisors LLC33,782
0.0% of portfolio›$1.1M
Inspire Investing, LLC33,461
0.0% of portfolio›$1.1M
ProShare Advisors LLC33,384
0.0% of portfolio›$1.1M
Bailard, Inc.31,800
0.0% of portfolio›$1.1M
Choreo, LLC27,362
0.0% of portfolio›$924.3K
Mutual of America Capital Management LLC27,140
0.0% of portfolio›$916.8K
Lido Advisors, LLC24,347
0.0% of portfolio›$822.5K
State of Wyoming23,605
0.1% of portfolio›$797.4K
Swiss Life Asset Management Ltd23,438
0.0% of portfolio›$791.7K
Xponance LLC22,936
0.0% of portfolio›$774.8K
CIBC Asset Management Inc21,755
0.0% of portfolio›$734.9K
Almanack Investment Partners, Llc.20,252
0.1% of portfolio›$684.1K
Commons Capital, LLC20,000
0.5% of portfolio›$675.6K
Elevation Point Wealth Partners, LLC18,568
0.0% of portfolio›$627.3K
RWC Asset Management LLP18,555
0.0% of portfolio›$626.8K
Signaturefd, LLC18,509
0.0% of portfolio›$625.2K
IFP Advisors, Inc17,564
0.0% of portfolio›$593.3K
Exchange Traded Concepts, LLC17,550
0.0% of portfolio›$592.8K
Cambridge Investment Research Advisors, Inc.17,450
0.0% of portfolio›$589
AlphaCore Capital LLC17,258
0.0% of portfolio›$583.0K
Quad-Cities Investment Group, LLC16,986
0.2% of portfolio›$573.8K
Moody National Bank Trust Division16,414
0.0% of portfolio›$554.5K
Ethic Inc.15,956
0.0% of portfolio›$539.0K
Investment Advisory Services Inc15,417
0.1% of portfolio›$520.8K
Kestra Advisory Services, LLC15,347
0.0% of portfolio›$518.4K
111 Capital15,336
0.1% of portfolio›$518.1K
Abacus Planning Group, Inc.15,247
0.1% of portfolio›$515.0K
Investors Research Corp15,201
0.1% of portfolio›$513.5K
Sippican Capital Advisors14,942
0.3% of portfolio›$504.7K
Formidable Asset Management, LLC14,105
0.1% of portfolio›$476.5K
Evergreen Capital Management LLC13,767
0.0% of portfolio›$465.1K
Sage Rhino Capital LLC13,428
0.1% of portfolio›$453.6K
Gryphon Financial Partners LLC13,409
0.0% of portfolio›$453.0K
Abel Hall, LLC13,078
0.1% of portfolio›$441.8K
Oppenheimer & Co Inc12,934
0.0% of portfolio›$436.9K
HB Wealth Management, LLC12,597
0.0% of portfolio›$416.3K
Childress Capital Advisors, LLC12,566
0.1% of portfolio›$424.5K
Brighton Jones LLC12,164
0.0% of portfolio›$410.9K
Gamma Investing LLC11,997
0.0% of portfolio›$405.3K
Commonwealth Equity Services, LLC11,765
0.0% of portfolio›$397.4K
Range Financial Group LLC11,514
0.1% of portfolio›$389.0K
Profund Advisors LLC10,903
0.0% of portfolio›$368.3K
Hohimer Wealth Management, LLC10,306
0.0% of portfolio›$348.1K
Simplicity Wealth,LLC9,811
0.0% of portfolio›$331.4K
TCI Wealth Advisors, Inc.9,643
0.0% of portfolio›$325.8K
Praxis Investment Management Inc9,614
0.0% of portfolio›$325
Seelaus Asset Management LLC9,594
0.2% of portfolio›$324.1K
Verity Asset Management, Inc.9,305
0.1% of portfolio›$314.3K
D.A. Davidson & Co.9,304
0.0% of portfolio›$314.3K
Davenport & Co LLC8,247
0.0% of portfolio›$278.6K
KBC Group NV8,224
0.0% of portfolio›$278
EdgeRock Capital LLC8,103
0.1% of portfolio›$273.7K
Total Clarity Wealth Management, Inc.8,084
0.1% of portfolio›$273.1K
Chicago Trust Co NA8,053
0.0% of portfolio›$272.0K
Post Resch Tallon Group Inc.8,000
0.2% of portfolio›$270.2K
HUB Investment Partners, LLC7,954
0.0% of portfolio›$268.7K
Park Avenue Securities LLC7,461
0.0% of portfolio›$252
Crossmark Global Holdings, Inc.7,275
0.0% of portfolio›$245.8K
Paragon Capital Management Ltd7,012
0.0% of portfolio›$236.9K
Intrua Financial, LLC6,722
0.0% of portfolio›$227.1K
James Investment Research, Inc.6,700
0.0% of portfolio›$226.3K
Sigma Planning Corp6,362
0.0% of portfolio›$214.9K
Innealta Capital, LLC6,192
0.1% of portfolio›$209.2K
Mccarter Private Wealth Services LLC6,070
0.1% of portfolio›$205.0K
Brucke Financial, Inc.6,067
0.1% of portfolio›$204.9K
NorthCrest Asset Manangement, LLC5,580
0.0% of portfolio›$206.9K
Quadrant Capital Group LLC5,514
0.0% of portfolio›$212.5K
Pinnacle Wealth Planning Services, Inc.5,308
0.0% of portfolio›$179.3K
Chicago Partners Investment Group LLC5,184
0.0% of portfolio›$207.9K
Sterling Capital Management LLC4,942
0.0% of portfolio›$166.9K
Parallel Advisors, LLC4,845
0.0% of portfolio›$163.7K
Parkside Financial Bank & Trust3,630
0.0% of portfolio›$122.6K
Private Wealth Management Group, LLC3,542
0.0% of portfolio›$119.6K
Triumph Capital Management3,412
0.0% of portfolio›$115.2K
Farther Finance Advisors, LLC3,362
0.0% of portfolio›$113.6K
Covestor Ltd2,724
0.0% of portfolio›$92
Salomon & Ludwin, LLC2,415
0.0% of portfolio›$81.6K
Bayforest Capital Ltd2,184
0.1% of portfolio›$73.8K
SBI Securities Co., Ltd.2,109
0.0% of portfolio›$71.2K
Versant Capital Management, Inc1,955
0.0% of portfolio›$66.0K
Root Financial Partners, LLC1,786
0.0% of portfolio›$60.3K
MassMutual Private Wealth & Trust, FSB1,758
0.0% of portfolio›$59.4K
Ascentis Independent Advisors1,685
0.0% of portfolio›$56.9K
Valued Wealth Advisors LLC1,684
0.0% of portfolio›$56.9K
Harbor Capital Advisors, Inc.1,566
0.0% of portfolio›$53
Lanark Financial, Inc.1,465
0.0% of portfolio›$49.5K
EverSource Wealth Advisors, LLC1,354
0.0% of portfolio›$45.7K
Larson Financial Group LLC1,259
0.0% of portfolio›$42.5K
Simplex Trading, LLC1,239
0.0% of portfolio›$41.9K
Assetmark, Inc1,198
0.0% of portfolio›$40.5K
First Horizon Corp1,101
0.0% of portfolio›$37.2K
CoreCap Advisors, LLC974
0.0% of portfolio›$32.9K
American National Bank & Trust953
0.0% of portfolio›$32.2K
Heritage Family Offices, LLP894
0.0% of portfolio›$30.2K
Torren Management, LLC839
0.0% of portfolio›$28.3K
Valley National Advisers Inc765
0.0% of portfolio›$25.8K
Rakuten Securities, Inc.750
0.0% of portfolio›$25.3K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.749
0.0% of portfolio›$25.3K
Mitsubishi UFJ Asset Management Co., Ltd.740
0.0% of portfolio›$25.0K
Essential Partners LLC732
0.0% of portfolio›$24.7K
Eastern Bank719
0.0% of portfolio›$24.3K
Bare Financial Services, Inc668
0.0% of portfolio›$22.6K
GK Wealth Management LLC663
0.0% of portfolio›$22.4K
Bell Investment Advisors, Inc652
0.0% of portfolio›$22.0K
KFG LLC608
0.0% of portfolio›$20.5K
Cedar Mountain Advisors, LLC551
0.0% of portfolio›$18.6K
Capital Advisors, Ltd. LLC476
0.0% of portfolio›$16
Realta Investment Advisors473
0.0% of portfolio›$16.0K
Avion Wealth456
0.0% of portfolio›$15
Nova Financial LLC414
0.0% of portfolio›$14.0K
Westside Investment Management, Inc.395
0.0% of portfolio›$13.9K
Elyxium Wealth, LLC395
0.0% of portfolio›$13.3K
Financial Consulate, Inc372
0.0% of portfolio›$12.6K
Elevation Wealth Partners, LLC316
0.0% of portfolio›$10.7K
Frankly Finances, LLC270
0.0% of portfolio›$9.1K
Owl Creek Wealth Partners LLC245
0.0% of portfolio›$8.3K
True Wealth Design, LLC242
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.235
0.0% of portfolio›$7.9K
Farmers & Merchants Investments Inc220
0.0% of portfolio›$7.4K
Physician Wealth Advisors, Inc.211
0.0% of portfolio›$7.1K
Archer Investment Corp183
0.0% of portfolio›$6.2K
Ascentis Wealth Management, LLC163
0.0% of portfolio›$5.5K
Byrne Asset Management LLC150
0.0% of portfolio›$5.3K
Cullen T Bankers, Inc.142
0.0% of portfolio›$4.8K
Godsey & Gibb, Inc137
0.0% of portfolio›$4.6K
Fortitude Family Office, LLC130
0.0% of portfolio›$4.4K
Private Trust Co NA124
0.0% of portfolio›$4.2K
MV Capital Management, Inc.116
0.0% of portfolio›$3.9K
Bokf, NA113
0.0% of portfolio›$3.8K
JFS Wealth Advisors, LLC110
0.0% of portfolio›$3.7K
Hughes Financial Services, LLC106
0.0% of portfolio›$4.2K
Creative Capital Management Investments LLC102
0.0% of portfolio›$3.4K
Buck Wealth Strategies, LLC101
0.0% of portfolio›$3.4K
Mountain Hill Investment Partners Corp.94
0.0% of portfolio›$3.2K
UMB Private Wealth Management, LLC75
0.0% of portfolio›$2.5K
Provenance Wealth Advisors, LLC75
0.0% of portfolio›$2.5K
Manchester Capital Management LLC62
0.0% of portfolio›$2.1K
Gilpin Wealth Management, LLC42
0.0% of portfolio›$1.4K
Bay Harbor Wealth Management, LLC32
0.0% of portfolio›$1.1K
WPG Advisers, LLC31
0.0% of portfolio›$1.0K
TD Private Client Wealth LLC29
0.0% of portfolio›$980
Clark Wealth Partners28
0.0% of portfolio›$946
Cromwell Holdings LLC23
0.0% of portfolio›$777
Retirement Wealth Solutions LLC22
0.0% of portfolio›$744
Independence Bank of Kentucky21
0.0% of portfolio›$709
Breakwater Investment Management19
0.0% of portfolio›$642
Proathlete Wealth Management LLC17
0.0% of portfolio›$574
Trust Co17
0.0% of portfolio›$574
Creative Financial Designs Inc15
0.0% of portfolio›$507
Davis Capital Management12
0.0% of portfolio›$405
Abound Wealth Management11
0.0% of portfolio›$372
Silver Grove Financial Group, Inc.10
0.0% of portfolio›$338
DecisionPoint Financial, LLC9
0.0% of portfolio›$316
Leonteq Securities AG9
0.0% of portfolio›$304
Activest Wealth Management7
0.0% of portfolio›$236
Signature Equity Partners, LLC6
0.0% of portfolio›$203
Quaker Wealth Management, LLC5
0.0% of portfolio›$169
James T. Borello RIA3
0.0% of portfolio›$101
Maryland Capital Advisors Inc.2
0.0% of portfolio›$68
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,667,292$259.0M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
3,835,401$129.6M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
1,682,701$56.8M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
1,137,907$38.4M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
683,114$23.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Pekin Hardy Strauss, Inc.
410,267$13.9M1.2%ValueMediumChicago, IL2026-11-02
Leeward Investments, LLC - MA
376,172$12.7M0.6%Deep ValueLowBoston, MA2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
297,809$10.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
Moody Aldrich Partners LLC
229,073$7.7M1.5%ValueHighMarblehead, MA2026-10-27
New York State Teachers Retirement System
228,545$7.7K0.0%CoreVery LowAlbany, NY2026-10-22
Thrivent Financial for Lutherans
192,684$6.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Imc-Chicago, LLC
189,761$6.4M0.0%GARPVery HighChicago, IL2026-11-05
Congress Asset Management Co
137,815$4.7M0.0%GrowthMediumBoston, MA2026-10-06
Vontobel Holding Ltd.
127,000$4.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Kornitzer Capital Management Inc
126,280$4.3M0.1%CoreLowShawnee Mission, KS2026-11-03
J. Safra Sarasin Holding AG
122,071$4.1M0.1%CoreMediumBasel, Switzerland2026-10-26
Illinois Municipal Retirement Fund
114,383$3.9M0.0%CoreMediumOak Brook, IL2026-11-05
State of Alaska, Department of Revenue
112,819$3.8K0.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
111,034$3.8M0.0%IndexVery LowSt. Louis, MO2026-10-20
Y-Intercept (Hong Kong) Ltd
107,602$3.6M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Virginia Retirement Systems ET Al
102,300$3.5M0.0%CoreMediumRichmond, VA2026-10-28
Louisiana State Employees Retirement System
101,300$3.4M0.1%IndexLowBaton Rouge, LA2026-10-20
Collar Capital Management, LLC
80,676$2.7M1.6%ValueLowAppleton, WI2026-10-28
State of New Jersey Common Pension Fund D
80,314$2.7M0.0%CoreLowTrenton, NJ2026-11-05
Wedge Capital Management L L P
76,450$2.6M0.0%ValueMediumCharlotte, NC2026-10-13
Oliver Luxxe Assets LLC
67,840$2.3M0.4%ValueMediumGladstone, NJ2026-10-14
Arizona State Retirement System
67,502$2.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fifth Third Bancorp
66,682$2.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Yousif Capital Management, LLC
65,728$2.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hussman Strategic Advisors, Inc.
63,000$2.1M0.5%YieldVery HighEllicott City, MD2026-11-02
Amalgamated Bank
61,825$2.1K0.0%CoreVery LowNew York, NY2026-10-23
Strs Ohio
60,200$2.0M0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
56,426$1.9M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
56,041$1.9M0.0%CoreLowHarrisburg, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
54,306$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Oregon Public Employees Retirement Fund
53,395$1.8M0.0%IndexVery LowTigard, OR2026-10-30
US Bancorp \de\
53,236$1.8M0.0%IndexLowMinneapolis, MN2026-11-05
Allspring Global Investments Holdings, LLC
49,243$1.7M0.0%CoreMediumCharlotte, NC2026-11-04
VestGen Advisors, LLC
47,704$1.6M0.0%GrowthMediumChicago, IL2026-10-27
Sendero Wealth Management, LLC
47,241$1.6M0.2%GARPLowSan Antonio, TX2026-10-14
Fulcrum Asset Management LLP
46,514$1.5M0.1%CoreMediumLondon, United Kingdom2026-11-04
Caitong International Asset Management Co., Ltd
41,447$1.4M0.1%GrowthVery HighHong Kong, South Korea2026-10-29
GF Fund Management Co. Ltd.
38,954$1.3M0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Saxon Interests, Inc.
38,276$1.3M0.4%ETFMediumHouston, TX2026-10-26
DekaBank Deutsche Girozentrale
37,743$1.3K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
SMH Capital Advisors Inc
37,400$1.3M4.8%YieldMediumFort Worth, TX2026-10-29
Unison Advisors LLC
36,913$1.2M0.1%ETFVery LowProvidence, RI2026-10-29
Pictet Asset Management Holding SA
36,856$1.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Waldron Private Wealth LLC
36,351$1.2M0.0%ETFVery LowBridgeville, PA2026-11-02
Vise Technologies, Inc.
36,265$1.2M0.0%IndexLowNew York, NY2026-10-29
Catalyst Capital Advisors LLC
33,782$1.1M0.0%ETFVery LowSan Juan, PR2026-11-02
Inspire Investing, LLC
33,461$1.1M0.0%GARPHighMeridian, ID2026-10-22
ProShare Advisors LLC
33,384$1.1M0.0%GrowthLowBethesda, MD2026-10-29
Bailard, Inc.
31,800$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Choreo, LLC
27,362$924.3K0.0%IndexLowRockford, IL2026-10-28
Mutual of America Capital Management LLC
27,140$916.8K0.0%IndexLowNew York, NY2026-10-23
Lido Advisors, LLC
24,347$822.5K0.0%GrowthLowLos Angeles, CA2026-11-04
State of Wyoming
23,605$797.4K0.1%ValueHighCheyenne, WY2026-10-28
Swiss Life Asset Management Ltd
23,438$791.7K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
22,936$774.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
CIBC Asset Management Inc
21,755$734.9K0.0%GARPLowToronto, South Africa2026-11-05
Almanack Investment Partners, Llc.
20,252$684.1K0.1%ETFMediumNewtown Square, PA2026-11-03
Commons Capital, LLC
20,000$675.6K0.5%GrowthMediumNeedham, MA2026-11-05
Elevation Point Wealth Partners, LLC
18,568$627.3K0.0%CoreHighDenver, CO2026-11-05
RWC Asset Management LLP
18,555$626.8K0.0%YieldMediumLondon, United Kingdom2026-10-22
Signaturefd, LLC
18,509$625.2K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
17,564$593.3K0.0%GrowthLowTampa, FL2026-10-16
Exchange Traded Concepts, LLC
17,550$592.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Cambridge Investment Research Advisors, Inc.
17,450$5890.0%ETFLowFairfield, IA2026-11-02
AlphaCore Capital LLC
17,258$583.0K0.0%ETFLowLa Jolla, CA2026-11-04
Quad-Cities Investment Group, LLC
16,986$573.8K0.2%CoreLowDavenport, IA2026-10-16
Moody National Bank Trust Division
16,414$554.5K0.0%CoreMediumGalveston, TX2026-10-06
Ethic Inc.
15,956$539.0K0.0%CoreLowNew York, NY2026-11-03
Investment Advisory Services Inc
15,417$520.8K0.1%CoreLowThe Woodlands, TX2026-10-27
Kestra Advisory Services, LLC
15,347$518.4K0.0%CoreLowAustin, TX2026-11-02
111 Capital
15,336$518.1K0.1%CoreVery HighParis, India2026-11-03
Abacus Planning Group, Inc.
15,247$515.0K0.1%ETFLowColumbia, SC2026-11-02
Investors Research Corp
15,201$513.5K0.1%ETFLowAtlanta, GA2026-10-07
Sippican Capital Advisors
14,942$504.7K0.3%ValueLowBoston, MA2026-10-23
Formidable Asset Management, LLC
14,105$476.5K0.1%CoreLowCincinnati, OH2026-11-03
Evergreen Capital Management LLC
13,767$465.1K0.0%GARPMediumBellevue, WA2026-10-23
Sage Rhino Capital LLC
13,428$453.6K0.1%ETFLowMenlo Park, CA2026-10-28
Gryphon Financial Partners LLC
13,409$453.0K0.0%IndexLowColumbus, OH2026-11-04
Abel Hall, LLC
13,078$441.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Oppenheimer & Co Inc
12,934$436.9K0.0%CoreLowNew York, NY2026-10-26
HB Wealth Management, LLC
12,597$416.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Childress Capital Advisors, LLC
12,566$424.5K0.1%GARPMediumHouston, TX2026-10-28
Brighton Jones LLC
12,164$410.9K0.0%CoreVery LowSeattle, WA2026-11-03
Gamma Investing LLC
11,997$405.3K0.0%IndexVery LowFoster City, CA2026-10-08
Commonwealth Equity Services, LLC
11,765$397.4K0.0%ETFLowWaltham, MA2026-11-02
Range Financial Group LLC
11,514$389.0K0.1%GARPMediumTigard, OR2026-10-21
Profund Advisors LLC
10,903$368.3K0.0%GrowthLowBethesda, MD2026-10-29
Hohimer Wealth Management, LLC
10,306$348.1K0.0%CoreHighSeattle, WA2026-11-04
Simplicity Wealth,LLC
9,811$331.4K0.0%ETFLowSummit, NJ2026-10-23
TCI Wealth Advisors, Inc.
9,643$325.8K0.0%ETFLowTucson, AZ2026-10-30
Praxis Investment Management Inc
9,614$3250.0%CoreLowGoshen, IN2026-11-03
Seelaus Asset Management LLC
9,594$324.1K0.2%GrowthMediumChatham, NJ2026-10-14
Verity Asset Management, Inc.
9,305$314.3K0.1%CoreMediumDurham, NC2026-10-30
D.A. Davidson & Co.
9,304$314.3K0.0%CoreLowGreat Falls, MT2026-10-28
Davenport & Co LLC
8,247$278.6K0.0%CoreMediumRichmond, VA2026-10-14
KBC Group NV
8,224$2780.0%CoreMediumBrussels, Czech Republic2026-10-22
EdgeRock Capital LLC
8,103$273.7K0.1%ETFLowDenver, CO2026-11-03
Total Clarity Wealth Management, Inc.
8,084$273.1K0.1%ETFMediumSt. Charles, IL2026-10-26
Chicago Trust Co NA
8,053$272.0K0.0%CoreLowGrayslake, IL2026-10-28
Post Resch Tallon Group Inc.
8,000$270.2K0.2%ETFLowPittsford, NY2026-10-09
HUB Investment Partners, LLC
7,954$268.7K0.0%GrowthLowAustin, TX2026-11-03
Park Avenue Securities LLC
7,461$2520.0%ETFMediumNew York, NY2026-10-26
Crossmark Global Holdings, Inc.
7,275$245.8K0.0%GARPMediumHouston, TX2026-10-21
Paragon Capital Management Ltd
7,012$236.9K0.0%CoreVery LowDenver, CO2026-10-09
Intrua Financial, LLC
6,722$227.1K0.0%ETFMediumHouston, TX2026-10-28
James Investment Research, Inc.
6,700$226.3K0.0%CoreLowAlpha, OH2026-10-22
Sigma Planning Corp
6,362$214.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Innealta Capital, LLC
6,192$209.2K0.1%ETFMediumAustin, TX2026-11-02
Mccarter Private Wealth Services LLC
6,070$205.0K0.1%CoreLowBoston, MA2026-10-22
Brucke Financial, Inc.
6,067$204.9K0.1%GrowthMediumIndianapolis, IN2026-10-23
NorthCrest Asset Manangement, LLC
5,580$206.9K0.0%GrowthLowPlymouth, MN2026-10-13
Quadrant Capital Group LLC
5,514$212.5K0.0%CoreLowCincinnati, OH2026-10-20
Pinnacle Wealth Planning Services, Inc.
5,308$179.3K0.0%GARPLowMansfield, OH2026-10-27
Chicago Partners Investment Group LLC
5,184$207.9K0.0%GARPLowChicago, IL2026-10-27
Sterling Capital Management LLC
4,942$166.9K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
4,845$163.7K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
3,630$122.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Private Wealth Management Group, LLC
3,542$119.6K0.0%ETFLowPrinceton, NJ2026-10-19
Triumph Capital Management
3,412$115.2K0.0%ETFMediumDenver, CO2026-10-14
Farther Finance Advisors, LLC
3,362$113.6K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
2,724$920.0%ValueHighLondon, United Kingdom2026-10-30
Salomon & Ludwin, LLC
2,415$81.6K0.0%ETFVery LowRichmond, VA2026-10-29
Bayforest Capital Ltd
2,184$73.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
SBI Securities Co., Ltd.
2,109$71.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Versant Capital Management, Inc
1,955$66.0K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
1,786$60.3K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
1,758$59.4K0.0%CoreLowSpringfield, MA2026-10-05
Ascentis Independent Advisors
1,685$56.9K0.0%ETFLowDallas, TX2026-11-03
Valued Wealth Advisors LLC
1,684$56.9K0.0%IndexVery LowHolladay, UT2026-11-05
Harbor Capital Advisors, Inc.
1,566$530.0%ValueHighChicago, IL2026-10-22
Lanark Financial, Inc.
1,465$49.5K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
1,354$45.7K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
1,259$42.5K0.0%GrowthLowSt Louis, MO2026-11-05
Simplex Trading, LLC
1,239$41.9K0.0%CoreVery HighChicago, IL2026-11-04
Assetmark, Inc
1,198$40.5K0.0%ETFLowConcord, CA2026-10-21
First Horizon Corp
1,101$37.2K0.0%CoreLowMemphis, TN2026-10-26
CoreCap Advisors, LLC
974$32.9K0.0%ETFMediumSouthfield, MI2026-10-08
American National Bank & Trust
953$32.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Heritage Family Offices, LLP
894$30.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Torren Management, LLC
839$28.3K0.0%ETFMediumSan Diego, CA2026-10-29
Valley National Advisers Inc
765$25.8K0.0%ETFLowBethlehem, PA2026-10-23
Rakuten Securities, Inc.
750$25.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
749$25.3K0.0%CoreHighTurin, Latvia2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
740$25.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Essential Partners LLC
732$24.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Eastern Bank
719$24.3K0.0%GrowthMediumBoston, MA2026-10-05
Bare Financial Services, Inc
668$22.6K0.0%ETFVery LowGap, PA2026-11-04
GK Wealth Management LLC
663$22.4K0.0%GARPVery HighReno, NV2026-10-09
Bell Investment Advisors, Inc
652$22.0K0.0%ETFVery LowOrinda, CA2026-10-29
KFG LLC
608$20.5K0.0%ETFN/ARapid City, SD2026-11-02
Cedar Mountain Advisors, LLC
551$18.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Capital Advisors, Ltd. LLC
476$160.0%ETFLowShaker Heights, OH2026-10-27
Realta Investment Advisors
473$16.0K0.0%GrowthMediumWilmington, DE2026-10-14
Avion Wealth
456$150.0%ETFLowThe Woodlands, TX2026-11-04
Nova Financial LLC
414$14.0K0.0%N/AN/ATucson, AZ2026-11-04
Westside Investment Management, Inc.
395$13.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Elyxium Wealth, LLC
395$13.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Financial Consulate, Inc
372$12.6K0.0%ETFLowHunt Valley, MD2026-10-23
Elevation Wealth Partners, LLC
316$10.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Frankly Finances, LLC
270$9.1K0.0%ETFVery LowWinter Park, FL2026-10-28
Owl Creek Wealth Partners LLC
245$8.3K0.0%IndexLowGreenwood Village, CO2026-10-20
True Wealth Design, LLC
242$8.2K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
235$7.9K0.0%ETFVery LowSylvania, OH2026-10-26
Farmers & Merchants Investments Inc
220$7.4K0.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
211$7.1K0.0%ETFMediumMidvale, UT2026-10-20
Archer Investment Corp
183$6.2K0.0%CoreMediumCarmel, IN2026-11-05
Ascentis Wealth Management, LLC
163$5.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Byrne Asset Management LLC
150$5.3K0.0%CoreLowKingston, NJ2026-10-06
Cullen T Bankers, Inc.
142$4.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Godsey & Gibb, Inc
137$4.6K0.0%CoreLowRichmond, VA2026-10-14
Fortitude Family Office, LLC
130$4.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Private Trust Co NA
124$4.2K0.0%CoreLowCleveland, OH2026-10-20
MV Capital Management, Inc.
116$3.9K0.0%ETFLowBethesda, MD2026-10-29
Bokf, NA
113$3.8K0.0%CoreLowTulsa, OK2026-10-27
JFS Wealth Advisors, LLC
110$3.7K0.0%ETFVery LowHermitage, PA2026-11-03
Hughes Financial Services, LLC
106$4.2K0.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
102$3.4K0.0%ETFLowSan Diego, CA2026-10-28
Buck Wealth Strategies, LLC
101$3.4K0.0%ValueMediumDenver, CO2026-10-28
Mountain Hill Investment Partners Corp.
94$3.2K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
UMB Private Wealth Management, LLC
75$2.5K0.0%GrowthN/AKansas City, MO2026-10-19
Provenance Wealth Advisors, LLC
75$2.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Manchester Capital Management LLC
62$2.1K0.0%CoreLowManchester, VT2026-10-22
Gilpin Wealth Management, LLC
42$1.4K0.0%GrowthLowDenver, CO2026-10-09
Bay Harbor Wealth Management, LLC
32$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
WPG Advisers, LLC
31$1.0K0.0%CoreLowBaltimore, MD2026-10-27
TD Private Client Wealth LLC
29$9800.0%ETFLowNew York, NY2026-10-28
Clark Wealth Partners
28$9460.0%ETFVery LowO'Fallon, IL2026-10-19
Cromwell Holdings LLC
23$7770.0%IndexLowJackson, WY2026-10-28
Retirement Wealth Solutions LLC
22$7440.0%ETFLowMarshfield, WI2026-10-07
Independence Bank of Kentucky
21$7090.0%GrowthLowOwensboro, KY2026-10-26
Breakwater Investment Management
19$6420.0%ETFLowSeattle, WA2026-10-20
Proathlete Wealth Management LLC
17$5740.0%ETFVery LowBoca Raton, FL2026-10-15
Trust Co
17$5740.0%ETFVery LowManhattan, KS2026-10-09
Creative Financial Designs Inc
15$5070.0%ETFMediumKokomo, IN2026-11-04
Davis Capital Management
12$4050.0%CoreLowJacksonville, FL2026-10-08
Abound Wealth Management
11$3720.0%ETFVery LowFranklin, TN2026-10-26
Silver Grove Financial Group, Inc.
10$3380.0%CoreMediumOrchard Park, NY2026-11-05
DecisionPoint Financial, LLC
9$3160.0%ETFVery LowMesa, AZ2026-10-27
Leonteq Securities AG
9$3040.0%CoreHighZurich, Switzerland2026-10-29
Activest Wealth Management
7$2360.0%ETFLowAventura, FL2026-10-15
Signature Equity Partners, LLC
6$2030.0%GrowthMediumColumbus, OH2026-10-29
Quaker Wealth Management, LLC
5$1690.0%ETFMediumMoorestown, NJ2026-10-22
James T. Borello RIA
3$1010.0%ETFVery LowEast Dundee, IL2026-10-16
Maryland Capital Advisors Inc.
2$680.0%ETFVery LowChester, MD2026-10-15