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SS Spdr S&P Regional Bank (KRE)

CUSIP: 78464A698 | NYSE | 2202 institutional holders

Quarters

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

Citigroup Inc8,758,876
0.2% of portfolio›$608.2M
New Harbor Financial Group, LLC469,296
4.9% of portfolio›$32.6M
Truist Financial Corp242,427
0.0% of portfolio›$16.8M
Carrera Capital Advisors210,483
2.1% of portfolio›$14.6M
Patten & Patten Inc201,226
0.7% of portfolio›$14.0M
Cullen T Bankers, Inc.196,764
0.1% of portfolio›$13.7M
Community Trust & Investment Co174,484
0.6% of portfolio›$12.1M
Venture Visionary Partners LLC136,479
0.2% of portfolio›$9.5M
Riggs Asset Managment Co. Inc.134,746
1.7% of portfolio›$9.4M
Altfest L J & Co Inc129,397
0.9% of portfolio›$9.0M
Parkside Investments, LLC112,541
0.9% of portfolio›$7.8M
Prescott Group Capital Management, L.L.C.103,492
0.6% of portfolio›$7.2M
Madrid Financial Services101,184
3.9% of portfolio›$7.0M
Rosenthal | Henry Capital Advisors, Inc.95,280
6.1% of portfolio›$6.6M
Montag A & Associates Inc80,271
0.2% of portfolio›$5.6M
Simplex Trading, LLC76,792
0.0% of portfolio›$5.3M
First Interstate Bank67,650
0.3% of portfolio›$4.7M
Y.D. More Investments Ltd66,860
0.1% of portfolio›$4.7M
North Star Investment Management Corp.62,859
0.2% of portfolio›$4.4M
Wealthcare Advisory Partners LLC61,109
0.1% of portfolio›$4.2M
Anderson Hoagland & Co58,057
0.3% of portfolio›$4.2M
First American Bank56,828
0.2% of portfolio›$3.9M
Genesee Capital Advisors, LLC54,308
1.2% of portfolio›$3.8M
Lido Advisors, LLC53,339
0.0% of portfolio›$3.7M
Commonwealth Equity Services, LLC52,848
0.0% of portfolio›$3.7M
Allspring Global Investments Holdings, LLC52,254
0.0% of portfolio›$3.7M
Jcsd Capital, LLC49,100
5.3% of portfolio›$3.4M
NTV Asset Management LLC44,528
0.3% of portfolio›$3.1M
NBT Bank, N.A.41,405
0.2% of portfolio›$2.9M
Shepherd Financial Partners LLC38,707
0.2% of portfolio›$2.7M
TD Waterhouse Canada Inc.37,826
0.0% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.35,272
0.0% of portfolio›$2.4K
Absolute Capital Management, LLC31,900
0.5% of portfolio›$2.2M
Sweeney & Michel, LLC31,231
0.6% of portfolio›$2.2M
Prospera Financial Services Inc29,158
0.0% of portfolio›$2.1M
Kestra Advisory Services, LLC28,814
0.0% of portfolio›$2.0M
CWA Asset Management Group, LLC25,966
0.1% of portfolio›$1.8M
Cowa, LLC24,316
0.4% of portfolio›$1.7M
Oppenheimer & Co Inc23,899
0.0% of portfolio›$1.7M
Grandview Asset Management LLC22,454
0.4% of portfolio›$1.6M
Kingswood Wealth Advisors, LLC22,036
0.1% of portfolio›$1.5M
Cane Capital Partners, LLC20,914
0.5% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC20,552
0.0% of portfolio›$1.4M
Robinson Value Management, Ltd.19,871
0.8% of portfolio›$1.4M
Creative Planning19,076
0.0% of portfolio›$1.3M
Inscription Capital, LLC18,800
0.1% of portfolio›$1.3M
Wesbanco Bank Inc18,687
0.0% of portfolio›$1.3M
Larry Mathis Financial Planning, LLC18,513
1.1% of portfolio›$1.3M
Quintet Private Bank (Europe) S.A.18,391
0.1% of portfolio›$1.3M
Harbor Investment Advisory, LLC17,857
0.1% of portfolio›$1.2M
Elevation Point Wealth Partners, LLC17,064
0.0% of portfolio›$1.2M
Independent Financial Group, LLC16,913
0.0% of portfolio›$1.2M
Taylor & Morgan Wealth Management, LLC16,749
0.6% of portfolio›$1.2M
Prudent Man Advisors, LLC16,010
0.3% of portfolio›$1.1M
James Investment Research, Inc.14,948
0.1% of portfolio›$1.0M
Harbour Trust & Investment Management Co13,854
0.1% of portfolio›$962.0K
LJI Wealth Management, LLC13,139
0.1% of portfolio›$912.4K
City Holding Co13,137
0.1% of portfolio›$912.2K
Trust Point Inc.12,812
0.1% of portfolio›$889.7K
VestGen Advisors, LLC12,761
0.0% of portfolio›$886.1K
Silphium Asset Management Ltd12,718
0.3% of portfolio›$883.1K
AlphaCore Capital LLC12,700
0.0% of portfolio›$881.9K
Capital Investment Counsel, Inc12,300
0.1% of portfolio›$854.1K
Banque Pictet & CIE SA12,000
0.0% of portfolio›$833.3K
Appalachian Capital Management Ltd11,987
0.6% of portfolio›$832.4K
Joseph P. Lucia & Associates, LLC11,711
0.2% of portfolio›$813.2K
Byrne Asset Management LLC11,657
0.5% of portfolio›$815.4K
Farther Finance Advisors, LLC10,916
0.0% of portfolio›$758.0K
Brian LOW Financial Group, LLC10,582
0.4% of portfolio›$734.8K
Nvwm, LLC9,889
0.1% of portfolio›$686.7K
Apollon Wealth Management, LLC9,748
0.0% of portfolio›$676.9K
Integrity Alliance, Llc.9,527
0.0% of portfolio›$661.6K
Toth Financial Advisory Corp9,313
0.1% of portfolio›$646.7K
CX Institutional9,214
0.0% of portfolio›$640
Carnegie Investment Counsel8,991
0.0% of portfolio›$624.3K
Integrated Advisors Network LLC8,964
0.0% of portfolio›$622.4K
Concurrent Investment Advisors, LLC8,524
0.0% of portfolio›$591.9K
Millennium Capital Advisors, LLC7,890
0.3% of portfolio›$547.9K
D.A. Davidson & Co.7,886
0.0% of portfolio›$547.6K
Sage Capital Management, LLC7,607
0.2% of portfolio›$528.4K
Detalus Advisors, LLC7,400
0.1% of portfolio›$513.9K
Atria Investments, Inc7,396
0.0% of portfolio›$513.6K
Odyssey Capital Advisors, Inc.7,276
0.4% of portfolio›$505.3K
Accredited Investors Inc.7,245
0.0% of portfolio›$503.1K
Advantage Trust Co7,150
0.2% of portfolio›$496.5K
Samalin Investment Counsel, LLC7,037
0.2% of portfolio›$488.7K
Viewpoint Capital Management LLC6,910
0.2% of portfolio›$479.8K
Cerro Pacific Wealth Advisors LLC6,741
0.1% of portfolio›$468.1K
Grimes & Co Wealth Management, LLC6,717
0.0% of portfolio›$466.4K
Crescent Grove Advisors, LLC6,659
0.0% of portfolio›$462.4K
Signaturefd, LLC6,482
0.0% of portfolio›$450.1K
Berkshire Money Management, Inc.6,443
0.0% of portfolio›$447.4K
Fifth Third Securities, Inc.6,429
0.0% of portfolio›$446.4K
Guerra PAN Advisors, LLC6,219
0.2% of portfolio›$430.7K
Princeton Global Asset Management LLC6,217
0.1% of portfolio›$431.7K
Midwest Trust Co6,178
0.0% of portfolio›$429.0K
Copper Harbor Investment Advisors, LLC6,110
0.1% of portfolio›$424.3K
Sowell Financial Services LLC5,968
0.0% of portfolio›$414.4K
Evansbrook LLC5,840
0.2% of portfolio›$405.5K
Creative Financial Designs Inc5,834
0.0% of portfolio›$405.1K
Duncker Streett & Co Inc5,635
0.1% of portfolio›$391.3K
Formidable Asset Management, LLC5,500
0.1% of portfolio›$411.7K
Murphy & Mullick Capital Management Corp5,490
0.2% of portfolio›$381.2K
Lanark Financial, Inc.5,470
0.0% of portfolio›$379.8K
J. Safra Sarasin Holding AG5,461
0.0% of portfolio›$355.8K
Old National Bancorp5,434
0.0% of portfolio›$377.3K
Sanders Morris Harris LLC5,433
0.1% of portfolio›$377.3K
KCM Investment Advisors LLC5,345
0.0% of portfolio›$371.2K
Arnold Financial Planning LLC5,317
0.3% of portfolio›$369.2K
Axxcess Wealth Management, LLC5,284
0.0% of portfolio›$366.9K
CoreCap Advisors, LLC5,202
0.0% of portfolio›$361.2K
Retirement Planning Co of New England, Inc.5,174
0.1% of portfolio›$359.3K
Providence First Trust Co5,051
0.1% of portfolio›$350.7K
Northland Securities, Inc.5,038
0.2% of portfolio›$349.8K
Cape Investment Advisory, Inc.5,025
0.1% of portfolio›$348.9K
Meridian Wealth Management, LLC4,871
0.0% of portfolio›$338.2K
IFP Advisors, Inc4,833
0.0% of portfolio›$335.6K
Aaron Wealth Advisors LLC4,688
0.0% of portfolio›$325.5K
First Bancorp, Inc4,619
0.1% of portfolio›$320.7K
TMB Capital Partners, LLC4,618
0.1% of portfolio›$320.6K
HBW Advisory Services LLC4,513
0.0% of portfolio›$313.4K
Primoris Wealth Advisors, LLC4,450
0.1% of portfolio›$309.0K
MGO One Seven LLC4,412
0.0% of portfolio›$306.4K
Financial Symmetry Inc4,381
0.1% of portfolio›$304.2K
John G Ullman & Associates Inc4,300
0.0% of portfolio›$298.6K
Cordoba Advisory Partners LLC4,237
0.0% of portfolio›$294.2K
Parallel Advisors, LLC4,172
0.0% of portfolio›$289.7K
Trust Co of Toledo NA4,106
0.0% of portfolio›$285.1K
Citizens Financial Group Inc3,937
0.0% of portfolio›$273.4K
Insight Wealth Strategies, LLC3,907
0.0% of portfolio›$271.3K
XML Financial, LLC3,805
0.0% of portfolio›$264.2K
PFG Advisors3,803
0.0% of portfolio›$264.1K
Fort Washington Investment Advisors Inc3,730
0.0% of portfolio›$259.0K
Magnus Financial Group LLC3,700
0.0% of portfolio›$256.9K
NLB Skladi, upravljanje premozenja, d.o.o.3,691
0.0% of portfolio›$256.3K
Bluesphere Advisors LLC3,640
0.1% of portfolio›$252.8K
Gradient Capital Advisors, LLC3,629
0.1% of portfolio›$252.0K
Next Level Private LLC3,570
0.0% of portfolio›$247.9K
Indivisible Partners3,568
0.0% of portfolio›$247.8K
Symmetry Partners, LLC3,550
0.0% of portfolio›$246.5K
Chicago Partners Investment Group LLC3,548
0.0% of portfolio›$257.1K
Courier Capital LLC3,480
0.0% of portfolio›$241.7K
SeaCrest Wealth Management, LLC3,348
0.0% of portfolio›$232.5K
E&G Advisors, LLC3,310
0.0% of portfolio›$229.8K
Evolution Wealth Advisors, LLC3,300
0.0% of portfolio›$229.2K
KG Capital Management3,259
0.1% of portfolio›$226.3K
Elevation Wealth Partners, LLC3,225
0.1% of portfolio›$223.9K
International Assets Investment Management, LLC3,170
0.0% of portfolio›$221.7K
Sigma Planning Corp3,158
0.0% of portfolio›$219.3K
Bright Futures Wealth Management, Llc.3,119
0.1% of portfolio›$216.6K
Davenport & Co LLC3,100
0.0% of portfolio›$215.3K
Koshinski Asset Management, Inc.3,023
0.0% of portfolio›$209.9K
Harbor Capital Advisors, Inc.2,977
0.0% of portfolio›$207
Perigon Wealth Management, LLC2,921
0.0% of portfolio›$202.8K
Simon Quick Advisors, LLC2,894
0.0% of portfolio›$201.0K
Whitener Capital Management, Inc.2,890
0.0% of portfolio›$200.7K
Register Financial Advisors LLC2,680
0.1% of portfolio›$186.1K
Independence Bank of Kentucky2,665
0.0% of portfolio›$185.1K
Valley National Advisers Inc2,385
0.0% of portfolio›$165.6K
Horrell Capital Management, Inc.2,119
0.1% of portfolio›$147.1K
Farmers & Merchants Investments Inc1,894
0.0% of portfolio›$131.5K
Valley Wealth Managers, Inc.1,860
0.0% of portfolio›$129.2K
Capital Investment Advisory Services, LLC1,851
0.0% of portfolio›$128.6K
Key FInancial Inc1,815
0.0% of portfolio›$126.0K
City State Bank1,800
0.0% of portfolio›$125.0K
Flagship Wealth Advisors, LLC1,780
0.0% of portfolio›$123.6K
Nemes Rush Group LLC1,775
0.0% of portfolio›$123.3K
West Paces Advisors Inc.1,440
0.0% of portfolio›$100.0K
Gamma Investing LLC1,395
0.0% of portfolio›$96.9K
Vima LLC1,340
0.1% of portfolio›$93.1K
Manchester Capital Management LLC1,315
0.0% of portfolio›$91.3K
Armstrong Advisory Group, Inc1,286
0.0% of portfolio›$89.3K
Cassaday & Co Wealth Management LLC1,273
0.0% of portfolio›$88.4K
Parkside Financial Bank & Trust1,272
0.0% of portfolio›$88.3K
Blue Trust, Inc.1,200
0.0% of portfolio›$83.3K
Turtle Creek Wealth Advisors, LLC1,158
0.0% of portfolio›$80.4K
Trust Co of Vermont1,153
0.0% of portfolio›$80.1K
Spire Wealth Management1,104
0.0% of portfolio›$76.6K
Private Trust Co NA1,019
0.0% of portfolio›$70.8K
Provident Wealth Management, LLC900
0.0% of portfolio›$62.5K
Rosenberg Matthew Hamilton820
0.0% of portfolio›$56.9K
Oakworth Capital, Inc.779
0.0% of portfolio›$54.1K
Nfsg Corp747
0.0% of portfolio›$51.9K
Assetmark, Inc628
0.0% of portfolio›$43.6K
Activest Wealth Management368
0.0% of portfolio›$25.5K
Concord Wealth Partners354
0.0% of portfolio›$24.6K
SYM Financial Corp309
0.0% of portfolio›$21.5K
Adirondack Trust Co300
0.0% of portfolio›$20.8K
United Community Bank294
0.0% of portfolio›$20.4K
JFS Wealth Advisors, LLC246
0.0% of portfolio›$17.1K
SJS Investment Consulting Inc.223
0.0% of portfolio›$15.5K
Horizon Financial Services, LLC220
0.0% of portfolio›$15.3K
Pension & Wealth Management Advisors, Inc.180
0.0% of portfolio›$12.5K
Bullock Wealth Management Group143
0.0% of portfolio›$10.0K
Asset Dedication, LLC130
0.0% of portfolio›$9.0K
Mather Group, Llc.127
0.0% of portfolio›$8.8K
Plante Moran Financial Advisors, LLC115
0.0% of portfolio›$8.0K
Fairscale Capital, LLC110
0.0% of portfolio›$7.9K
Hickory Point Bank & Trust100
0.0% of portfolio›$6.9K
Thurston, Springer, Miller, Herd & Titak, Inc.88
0.0% of portfolio›$6.1K
Quest 10 Wealth Builders, Inc.72
0.0% of portfolio›$5.0K
Ashton Thomas Private Wealth, LLC68
0.0% of portfolio›$4.7K
Cdkv Holdings LLC64
0.0% of portfolio›$4.5K
Evolution Wealth Management Inc.60
0.0% of portfolio›$4.2K
Golden State Wealth Management, LLC54
0.0% of portfolio›$3.8K
Downshift Financial, LLC54
0.0% of portfolio›$3.8K
Signature Resources Capital Management, LLC51
0.0% of portfolio›$3.5K
Nova Financial LLC33
0.0% of portfolio›$2.3K
Clayton Financial Group LLC29
0.0% of portfolio›$2.0K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$1.7K
Elevated Capital Advisors, LLC19
0.0% of portfolio›$1.3K
Marshall & Sterling Wealth Advisors Inc.17
0.0% of portfolio›$1.2K
Rachor Investment Advisory Services, LLC13
0.0% of portfolio›$903
Ascentis Independent Advisors10
0.0% of portfolio›$702
Central Pacific Bank - Trust Division9
0.0% of portfolio›$625
Lloyd Advisory Services, Llc.8
0.0% of portfolio›$556
Dhjj Financial Advisors, Ltd.6
0.0% of portfolio›$417
Sage Mountain Advisors LLC3
0.0% of portfolio›$208
Insight Inv LLC2
0.0% of portfolio›$139
StyleTurnoverLocationFiled
Citigroup Inc
8,758,876$608.2M0.2%CoreMediumNew York, NY2026-11-04
New Harbor Financial Group, LLC
469,296$32.6M4.9%ETFMediumWorcester, MA2026-10-22
Truist Financial Corp
242,427$16.8M0.0%CoreLowCharlotte, NC2026-10-30
Carrera Capital Advisors
210,483$14.6M2.1%ETFMediumTroy, MI2026-11-03
Patten & Patten Inc
201,226$14.0M0.7%CoreLowChattanooga, TN2026-10-26
Cullen T Bankers, Inc.
196,764$13.7M0.1%GrowthLowSan Antonio, TX2026-10-28
Community Trust & Investment Co
174,484$12.1M0.6%CoreLowLexington, KY2026-10-15
Venture Visionary Partners LLC
136,479$9.5M0.2%CoreLowSylvania, OH2026-10-07
Riggs Asset Managment Co. Inc.
134,746$9.4M1.7%GrowthMediumDallas, PA2026-11-05
Altfest L J & Co Inc
129,397$9.0M0.9%ETFHighNew York, NY2026-10-27
Parkside Investments, LLC
112,541$7.8M0.9%ETFLowDeerfield, IL2026-10-20
Prescott Group Capital Management, L.L.C.
103,492$7.2M0.6%Deep ValueMediumTulsa, OK2026-10-30
Madrid Financial Services
101,184$7.0M3.9%ETFHighManhattan Beach, CA2026-11-03
Rosenthal | Henry Capital Advisors, Inc.
95,280$6.6M6.1%Deep ValueLowMishawaka, IN2026-10-27
Montag A & Associates Inc
80,271$5.6M0.2%CoreLowAtlanta, GA2026-10-29
Simplex Trading, LLC
76,792$5.3M0.0%CoreVery HighChicago, IL2026-11-04
First Interstate Bank
67,650$4.7M0.3%ETFLowBillings, MT2026-10-23
Y.D. More Investments Ltd
66,860$4.7M0.1%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
North Star Investment Management Corp.
62,859$4.4M0.2%CoreLowChicago, IL2026-10-27
Wealthcare Advisory Partners LLC
61,109$4.2M0.1%ETFLowWest Chester, PA2026-10-21
Anderson Hoagland & Co
58,057$4.2M0.3%ETFLowSt Louis, MO2026-10-23
First American Bank
56,828$3.9M0.2%GrowthVery LowDundee, IL2026-10-27
Genesee Capital Advisors, LLC
54,308$3.8M1.2%ETFMediumAuburn, NY2026-10-20
Lido Advisors, LLC
53,339$3.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth Equity Services, LLC
52,848$3.7M0.0%ETFLowWaltham, MA2026-11-02
Allspring Global Investments Holdings, LLC
52,254$3.7M0.0%CoreMediumCharlotte, NC2026-11-04
Jcsd Capital, LLC
49,100$3.4M5.3%Deep ValueMediumWalnut Creek, CA2026-10-16
NTV Asset Management LLC
44,528$3.1M0.3%GrowthLowCharleston, WV2026-10-23
NBT Bank, N.A.
41,405$2.9M0.2%CoreLowNorwich, NY2026-10-21
Shepherd Financial Partners LLC
38,707$2.7M0.2%ETFLowWinchester, MA2026-11-03
TD Waterhouse Canada Inc.
37,826$2.6M0.0%CoreLowToronto, Australia2026-10-16
Cambridge Investment Research Advisors, Inc.
35,272$2.4K0.0%ETFLowFairfield, IA2026-11-02
Absolute Capital Management, LLC
31,900$2.2M0.5%ETFMediumPittsburgh, PA2026-10-16
Sweeney & Michel, LLC
31,231$2.2M0.6%ETFVery LowChico, CA2026-10-16
Prospera Financial Services Inc
29,158$2.1M0.0%CoreMediumDallas, TX2026-11-04
Kestra Advisory Services, LLC
28,814$2.0M0.0%CoreLowAustin, TX2026-11-02
CWA Asset Management Group, LLC
25,966$1.8M0.1%CoreMediumNaples, FL2026-10-19
Cowa, LLC
24,316$1.7M0.4%ETFMediumTulsa, OK2026-10-30
Oppenheimer & Co Inc
23,899$1.7M0.0%CoreLowNew York, NY2026-10-26
Grandview Asset Management LLC
22,454$1.6M0.4%Agg GrowthLowHarrisburg, PA2026-10-19
Kingswood Wealth Advisors, LLC
22,036$1.5M0.1%GrowthLowSan Diego, CA2026-10-23
Cane Capital Partners, LLC
20,914$1.5M0.5%GrowthMediumSt Francisville, LA2026-10-23
Wealth Enhancement Advisory Services, LLC
20,552$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Robinson Value Management, Ltd.
19,871$1.4M0.8%YieldHighSan Antonio, TX2026-10-20
Creative Planning
19,076$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Inscription Capital, LLC
18,800$1.3M0.1%GARPMediumHouston, TX2026-11-02
Wesbanco Bank Inc
18,687$1.3M0.0%CoreLowWheeling, WV2026-11-04
Larry Mathis Financial Planning, LLC
18,513$1.3M1.1%ValueHighPhoenix, AZ2026-10-26
Quintet Private Bank (Europe) S.A.
18,391$1.3M0.1%GrowthLowLuxembourg, Netherlands2026-10-08
Harbor Investment Advisory, LLC
17,857$1.2M0.1%GrowthLowLutherville, MD2026-10-13
Elevation Point Wealth Partners, LLC
17,064$1.2M0.0%CoreHighDenver, CO2026-11-05
Independent Financial Group, LLC
16,913$1.2M0.0%GrowthLowSan Diego, CA2026-10-13
Taylor & Morgan Wealth Management, LLC
16,749$1.2M0.6%ETFVery LowTroy, MI2026-10-09
Prudent Man Advisors, LLC
16,010$1.1M0.3%GrowthLowNaperville, IL2026-11-03
James Investment Research, Inc.
14,948$1.0M0.1%CoreLowAlpha, OH2026-10-22
Harbour Trust & Investment Management Co
13,854$962.0K0.1%GrowthLowMichigan City, IN2026-10-28
LJI Wealth Management, LLC
13,139$912.4K0.1%ETFLowIndianapolis, IN2026-10-28
City Holding Co
13,137$912.2K0.1%CoreLowCharleston, WV2026-10-19
Trust Point Inc.
12,812$889.7K0.1%CoreMediumLa Crosse, WI2026-10-27
VestGen Advisors, LLC
12,761$886.1K0.0%GrowthMediumChicago, IL2026-10-27
Silphium Asset Management Ltd
12,718$883.1K0.3%ETFMediumLondon, United Kingdom2026-10-27
AlphaCore Capital LLC
12,700$881.9K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Investment Counsel, Inc
12,300$854.1K0.1%GrowthVery LowRaleigh, NC2026-10-20
Banque Pictet & CIE SA
12,000$833.3K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Appalachian Capital Management Ltd
11,987$832.4K0.6%ETFVery LowSt Clairsville, OH2026-10-14
Joseph P. Lucia & Associates, LLC
11,711$813.2K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Byrne Asset Management LLC
11,657$815.4K0.5%CoreLowKingston, NJ2026-10-06
Farther Finance Advisors, LLC
10,916$758.0K0.0%IndexLowSan Francisco, CA2026-10-08
Brian LOW Financial Group, LLC
10,582$734.8K0.4%CoreMediumBaton Rouge, LA2026-10-28
Nvwm, LLC
9,889$686.7K0.1%GrowthMediumYardley, PA2026-10-14
Apollon Wealth Management, LLC
9,748$676.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Integrity Alliance, Llc.
9,527$661.6K0.0%ETFMediumUrbandale, IA2026-10-29
Toth Financial Advisory Corp
9,313$646.7K0.1%CoreLowLeesburg, VA2026-10-08
CX Institutional
9,214$6400.0%CoreMediumAuburn, IN2026-10-02
Carnegie Investment Counsel
8,991$624.3K0.0%CoreLowPepper Pike, OH2026-10-20
Integrated Advisors Network LLC
8,964$622.4K0.0%GrowthMediumDallas, TX2026-10-20
Concurrent Investment Advisors, LLC
8,524$591.9K0.0%GrowthMediumTampa, FL2026-10-16
Millennium Capital Advisors, LLC
7,890$547.9K0.3%GrowthLowLittle Rock, AR2026-10-16
D.A. Davidson & Co.
7,886$547.6K0.0%CoreLowGreat Falls, MT2026-10-28
Sage Capital Management, LLC
7,607$528.4K0.2%ETFLowStockton, NJ2026-10-20
Detalus Advisors, LLC
7,400$513.9K0.1%ETFLowSt. Louis, MO2026-10-15
Atria Investments, Inc
7,396$513.6K0.0%CoreMediumCharlotte, NC2026-10-15
Odyssey Capital Advisors, Inc.
7,276$505.3K0.4%ETFLowBala Cynwyd, PA2026-10-26
Accredited Investors Inc.
7,245$503.1K0.0%ETFLowEdina, MN2026-11-03
Advantage Trust Co
7,150$496.5K0.2%ETFVery LowSalina, KS2026-10-19
Samalin Investment Counsel, LLC
7,037$488.7K0.2%YieldMediumChappaqua, NY2026-10-23
Viewpoint Capital Management LLC
6,910$479.8K0.2%CoreVery LowSeattle, WA2026-10-27
Cerro Pacific Wealth Advisors LLC
6,741$468.1K0.1%GrowthLowSan Luis Obispo, CA2026-10-22
Grimes & Co Wealth Management, LLC
6,717$466.4K0.0%CoreLowWestborough, MA2026-10-29
Crescent Grove Advisors, LLC
6,659$462.4K0.0%ETFLowLake Forest, IL2026-10-21
Signaturefd, LLC
6,482$450.1K0.0%IndexLowAtlanta, GA2026-10-23
Berkshire Money Management, Inc.
6,443$447.4K0.0%ETFMediumDalton, MA2026-10-21
Fifth Third Securities, Inc.
6,429$446.4K0.0%ETFLowCincinnati, OH2026-10-21
Guerra PAN Advisors, LLC
6,219$430.7K0.2%GrowthVery LowMontclair, NJ2026-10-26
Princeton Global Asset Management LLC
6,217$431.7K0.1%GrowthLowPrinceton, NJ2026-10-21
Midwest Trust Co
6,178$429.0K0.0%CoreLowOverland Park, KS2026-10-22
Copper Harbor Investment Advisors, LLC
6,110$424.3K0.1%ETFN/AAppleton, WI2026-10-16
Sowell Financial Services LLC
5,968$414.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Evansbrook LLC
5,840$405.5K0.2%GrowthLowBolingbrook, IL2026-10-16
Creative Financial Designs Inc
5,834$405.1K0.0%ETFMediumKokomo, IN2026-11-04
Duncker Streett & Co Inc
5,635$391.3K0.1%GrowthLowSt. Louis, MO2026-10-27
Formidable Asset Management, LLC
5,500$411.7K0.1%CoreLowCincinnati, OH2026-11-03
Murphy & Mullick Capital Management Corp
5,490$381.2K0.2%GrowthLowSmithtown, NY2026-11-02
Lanark Financial, Inc.
5,470$379.8K0.0%CoreMediumBirmingham, AL2026-10-26
J. Safra Sarasin Holding AG
5,461$355.8K0.0%CoreMediumBasel, Switzerland2026-10-26
Old National Bancorp
5,434$377.3K0.0%CoreLowEvansville, IN2026-10-20
Sanders Morris Harris LLC
5,433$377.3K0.1%GARPLowHouston, TX2026-10-14
KCM Investment Advisors LLC
5,345$371.2K0.0%CoreVery LowGreenbrae, CA2026-10-27
Arnold Financial Planning LLC
5,317$369.2K0.3%ETFVery LowHiawatha, IA2026-10-20
Axxcess Wealth Management, LLC
5,284$366.9K0.0%CoreLowCarlsbad, CA2026-10-21
CoreCap Advisors, LLC
5,202$361.2K0.0%ETFMediumSouthfield, MI2026-10-08
Retirement Planning Co of New England, Inc.
5,174$359.3K0.1%CoreLowWarwick, RI2026-10-15
Providence First Trust Co
5,051$350.7K0.1%ETFMediumScottsdale, AZ2026-11-02
Northland Securities, Inc.
5,038$349.8K0.2%ETFLowMinneapolis, MN2026-11-02
Cape Investment Advisory, Inc.
5,025$348.9K0.1%ETFLowMcdonough, GA2026-10-13
Meridian Wealth Management, LLC
4,871$338.2K0.0%GrowthLowLexington, KY2026-11-05
IFP Advisors, Inc
4,833$335.6K0.0%GrowthLowTampa, FL2026-10-16
Aaron Wealth Advisors LLC
4,688$325.5K0.0%GrowthMediumChicago, IL2026-10-13
First Bancorp, Inc
4,619$320.7K0.1%ValueVery LowDamariscotta, ME2026-10-26
TMB Capital Partners, LLC
4,618$320.6K0.1%MomentumMediumLittle Rock, AR2026-10-20
HBW Advisory Services LLC
4,513$313.4K0.0%ETFMediumSimi Valley, CA2026-10-15
Primoris Wealth Advisors, LLC
4,450$309.0K0.1%GrowthMediumNorth Palm Beach, FL2026-10-28
MGO One Seven LLC
4,412$306.4K0.0%GrowthLowBeachwood, OH2026-10-28
Financial Symmetry Inc
4,381$304.2K0.1%ETFVery LowRaleigh, NC2026-10-06
John G Ullman & Associates Inc
4,300$298.6K0.0%CoreLowCorning, NY2026-11-04
Cordoba Advisory Partners LLC
4,237$294.2K0.0%ETFMediumNew York, NY2026-10-19
Parallel Advisors, LLC
4,172$289.7K0.0%IndexLowSan Francisco, CA2026-11-03
Trust Co of Toledo NA
4,106$285.1K0.0%GrowthVery LowHolland, OH2026-10-16
Citizens Financial Group Inc
3,937$273.4K0.0%GrowthLowProvidence, RI2026-10-23
Insight Wealth Strategies, LLC
3,907$271.3K0.0%ETFHighSan Ramon, CA2026-10-09
XML Financial, LLC
3,805$264.2K0.0%ETFLowBethesda, MD2026-10-29
PFG Advisors
3,803$264.1K0.0%ETFMediumPhoenix, AZ2026-10-16
Fort Washington Investment Advisors Inc
3,730$259.0K0.0%CoreLowCincinnati, OH2026-10-15
Magnus Financial Group LLC
3,700$256.9K0.0%ETFLowNew York, NY2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
3,691$256.3K0.0%GrowthLowLjubljana, Andorra2026-10-22
Bluesphere Advisors LLC
3,640$252.8K0.1%ETFLowEast Norriton, PA2026-10-19
Gradient Capital Advisors, LLC
3,629$252.0K0.1%ETFLowSan Diego, CA2026-10-21
Next Level Private LLC
3,570$247.9K0.0%CoreVery LowHarrison, NY2026-10-20
Indivisible Partners
3,568$247.8K0.0%GrowthMediumClearwater, FL2026-10-26
Symmetry Partners, LLC
3,550$246.5K0.0%ETFLowGlastonbury, CT2026-10-27
Chicago Partners Investment Group LLC
3,548$257.1K0.0%GARPLowChicago, IL2026-10-27
Courier Capital LLC
3,480$241.7K0.0%ETFLowBuffalo, NY2026-10-19
SeaCrest Wealth Management, LLC
3,348$232.5K0.0%GrowthLowPurchase, NY2026-10-21
E&G Advisors, LLC
3,310$229.8K0.0%ETFVery LowHouston, TX2026-10-13
Evolution Wealth Advisors, LLC
3,300$229.2K0.0%ETFLowAventura, FL2026-11-03
KG Capital Management
3,259$226.3K0.1%CoreLowSt. Francisville, LA2026-10-15
Elevation Wealth Partners, LLC
3,225$223.9K0.1%ETFLowWalnut Creek, CA2026-10-07
International Assets Investment Management, LLC
3,170$221.7K0.0%CoreVery HighOrlando, FL2026-11-02
Sigma Planning Corp
3,158$219.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Bright Futures Wealth Management, Llc.
3,119$216.6K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
Davenport & Co LLC
3,100$215.3K0.0%CoreMediumRichmond, VA2026-10-14
Koshinski Asset Management, Inc.
3,023$209.9K0.0%ETFLowDecatur, IL2026-10-29
Harbor Capital Advisors, Inc.
2,977$2070.0%ValueHighChicago, IL2026-10-22
Perigon Wealth Management, LLC
2,921$202.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Simon Quick Advisors, LLC
2,894$201.0K0.0%ETFLowMorristown, NJ2026-10-26
Whitener Capital Management, Inc.
2,890$200.7K0.0%CoreVery LowRocky Mount, NC2026-10-15
Register Financial Advisors LLC
2,680$186.1K0.1%GARPLowAtlanta, GA2026-10-23
Independence Bank of Kentucky
2,665$185.1K0.0%GrowthLowOwensboro, KY2026-10-26
Valley National Advisers Inc
2,385$165.6K0.0%ETFLowBethlehem, PA2026-10-23
Horrell Capital Management, Inc.
2,119$147.1K0.1%ValueVery LowLittle Rock, AR2026-10-08
Farmers & Merchants Investments Inc
1,894$131.5K0.0%CoreVery LowLincoln, NE2026-10-22
Valley Wealth Managers, Inc.
1,860$129.2K0.0%GARPMediumParamus, NJ2026-10-09
Capital Investment Advisory Services, LLC
1,851$128.6K0.0%CoreMediumRaleigh, NC2026-10-30
Key FInancial Inc
1,815$126.0K0.0%ETFLowWest Chester, PA2026-11-02
City State Bank
1,800$125.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Flagship Wealth Advisors, LLC
1,780$123.6K0.0%ETFLowWakefield, MA2026-11-03
Nemes Rush Group LLC
1,775$123.3K0.0%CoreVery LowNovi, MI2026-11-04
West Paces Advisors Inc.
1,440$100.0K0.0%ETFLowAtlanta, GA2026-10-13
Gamma Investing LLC
1,395$96.9K0.0%IndexVery LowFoster City, CA2026-10-08
Vima LLC
1,340$93.1K0.1%CoreLowTroy, MI2026-10-23
Manchester Capital Management LLC
1,315$91.3K0.0%CoreLowManchester, VT2026-10-22
Armstrong Advisory Group, Inc
1,286$89.3K0.0%ETFHighNeedham, MA2026-10-09
Cassaday & Co Wealth Management LLC
1,273$88.4K0.0%ETFVery LowMclean, VA2026-10-27
Parkside Financial Bank & Trust
1,272$88.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Blue Trust, Inc.
1,200$83.3K0.0%ETFLowBrentwood, TN2026-10-15
Turtle Creek Wealth Advisors, LLC
1,158$80.4K0.0%GrowthLowDallas, TX2026-10-15
Trust Co of Vermont
1,153$80.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Spire Wealth Management
1,104$76.6K0.0%GrowthMediumMclean, VA2026-10-30
Private Trust Co NA
1,019$70.8K0.0%CoreLowCleveland, OH2026-10-20
Provident Wealth Management, LLC
900$62.5K0.0%ETFVery LowBrentwood, TN2026-10-20
Rosenberg Matthew Hamilton
820$56.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Oakworth Capital, Inc.
779$54.1K0.0%ETFLowBirmingham, AL2026-10-26
Nfsg Corp
747$51.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Assetmark, Inc
628$43.6K0.0%ETFLowConcord, CA2026-10-21
Activest Wealth Management
368$25.5K0.0%ETFLowAventura, FL2026-10-15
Concord Wealth Partners
354$24.6K0.0%GrowthLowAbingdon, VA2026-11-02
SYM Financial Corp
309$21.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Adirondack Trust Co
300$20.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
United Community Bank
294$20.4K0.0%CoreLowGreenville, SC2026-10-28
JFS Wealth Advisors, LLC
246$17.1K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
223$15.5K0.0%ETFVery LowSylvania, OH2026-10-26
Horizon Financial Services, LLC
220$15.3K0.0%ETFLowWinston Salem, NC2026-11-04
Pension & Wealth Management Advisors, Inc.
180$12.5K0.0%ETFLowWaltham, MA2026-10-16
Bullock Wealth Management Group
143$10.0K0.0%GrowthLowBloomington, IN2026-10-09
Asset Dedication, LLC
130$9.0K0.0%ETFLowSan Francisco, CA2026-11-03
Mather Group, Llc.
127$8.8K0.0%ETFMediumChicago, IL2026-10-14
Plante Moran Financial Advisors, LLC
115$8.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Fairscale Capital, LLC
110$7.9K0.0%GrowthVery LowNashua, NH2026-11-04
Hickory Point Bank & Trust
100$6.9K0.0%CoreVery LowDecatur, IL2026-10-01
Thurston, Springer, Miller, Herd & Titak, Inc.
88$6.1K0.0%GrowthMediumIndianapolis, IN2026-10-14
Quest 10 Wealth Builders, Inc.
72$5.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Ashton Thomas Private Wealth, LLC
68$4.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Cdkv Holdings LLC
64$4.5K0.0%ETFMediumDenver, CO2026-10-28
Evolution Wealth Management Inc.
60$4.2K0.0%ETFMediumFort Myers, FL2026-10-28
Golden State Wealth Management, LLC
54$3.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Downshift Financial, LLC
54$3.8K0.0%ETFLowBoulder, CO2026-10-13
Signature Resources Capital Management, LLC
51$3.5K0.0%ETFLowNewport Beach, CA2026-10-16
Nova Financial LLC
33$2.3K0.0%N/AN/ATucson, AZ2026-11-04
Clayton Financial Group LLC
29$2.0K0.0%ETFLowSt. Louis, MO2026-10-13
Atlantic Edge Private Wealth Management, LLC
25$1.7K0.0%CoreLowJacksonville, FL2026-10-20
Elevated Capital Advisors, LLC
19$1.3K0.0%ETFMediumSandy, UT2026-11-04
Marshall & Sterling Wealth Advisors Inc.
17$1.2K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Rachor Investment Advisory Services, LLC
13$9030.0%ETFVery LowLinden, MI2026-10-29
Ascentis Independent Advisors
10$7020.0%ETFLowDallas, TX2026-11-03
Central Pacific Bank - Trust Division
9$6250.0%CoreMediumHonolulu, HI2026-10-06
Lloyd Advisory Services, Llc.
8$5560.0%ETFVery HighSuwanee, GA2026-11-02
Dhjj Financial Advisors, Ltd.
6$4170.0%ETFVery LowNaperville, IL2026-10-23
Sage Mountain Advisors LLC
3$2080.0%ETFLowAtlanta, GA2026-11-02
Insight Inv LLC
2$1390.0%CoreVery LowEl Segundo, CA2026-10-27