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CUSIP: 78464A755 | NYSE | 1297 institutional holders

Quarters

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

Barclays PLC1,333,973
0.0% of portfolio›$138.1M
Vanderbilt University1,057,838
13.3% of portfolio›$109.5M
LPL Financial LLC706,937
0.0% of portfolio›$73.2M
Citigroup Inc706,822
0.0% of portfolio›$73.2M
Meitav Investment House LTD630,391
0.4% of portfolio›$65.3M
Natixis450,099
0.2% of portfolio›$46.6M
Cambridge Investment Research Advisors, Inc.123,699
0.0% of portfolio›$12.8K
Commonwealth Equity Services, LLC91,961
0.0% of portfolio›$9.5M
Fiduciary Financial Group, LLC87,362
1.1% of portfolio›$9.0M
Fortem Financial Group, LLC82,962
1.8% of portfolio›$8.6M
PNC Financial Services Group, Inc.82,162
0.0% of portfolio›$8.5M
Shah Wealth Advisors, LLC77,743
1.6% of portfolio›$8.1M
Ted Buchan & Co69,393
2.4% of portfolio›$7.2M
Focus Wealth Advisors, LLC63,658
3.2% of portfolio›$6.6M
Meridian Wealth Management, LLC48,311
0.1% of portfolio›$5.0M
180 Wealth Advisors, LLC48,194
0.5% of portfolio›$5.0M
Fifth Third Securities, Inc.44,563
0.2% of portfolio›$4.6M
Thrivent Financial for Lutherans44,128
0.0% of portfolio›$4.6K
Amitell Capital Pte Ltd41,755
4.1% of portfolio›$4.3M
TCP Asset Management, LLC39,520
0.5% of portfolio›$4.2M
Dynamic Advisor Solutions LLC36,958
0.1% of portfolio›$3.8M
ARS Investment Partners, LLC34,977
0.2% of portfolio›$3.6M
TD Waterhouse Canada Inc.32,352
0.0% of portfolio›$3.4M
Herbst Group, LLC32,204
1.9% of portfolio›$3.3M
Baker Avenue Asset Management, LP32,080
0.1% of portfolio›$3.3M
Y-Intercept (Hong Kong) Ltd31,856
0.1% of portfolio›$3.3M
Advocate Investing Services LLC30,220
2.5% of portfolio›$3.1M
Farther Finance Advisors, LLC29,293
0.0% of portfolio›$3.0M
Cumberland Advisors Inc28,230
1.0% of portfolio›$2.9M
Compagnie Lombard Odier SCmA28,075
0.0% of portfolio›$2.9M
Fisher Asset Management, LLC27,876
0.0% of portfolio›$2.9M
Allspring Global Investments Holdings, LLC26,772
0.0% of portfolio›$2.8M
Harel Insurance Investments & Financial Services Ltd.24,500
0.0% of portfolio›$2.5K
Pinnacle Associates LTD23,291
0.0% of portfolio›$2.4M
Pekin Hardy Strauss, Inc.22,463
0.2% of portfolio›$2.3M
Clarus Wealth Advisors21,727
0.8% of portfolio›$2.3M
Heritage OAK Wealth Advisors LLC21,468
0.7% of portfolio›$2.2M
Juncture Wealth Strategies, LLC20,696
0.5% of portfolio›$2.1M
Independent Financial Group, LLC20,290
0.0% of portfolio›$2.1M
Mitsubishi UFJ Asset Management (UK) Ltd.19,000
0.0% of portfolio›$2.0K
MGO One Seven LLC18,379
0.0% of portfolio›$1.9M
Retirement Planning Group, LLC17,969
0.0% of portfolio›$1.9M
Heartwood Wealth Advisors LLC17,064
0.1% of portfolio›$1.8M
Kestra Advisory Services, LLC16,875
0.0% of portfolio›$1.7M
Shaker Investments LLC16,777
0.6% of portfolio›$1.7M
Lane Brothers & Co Inc16,360
1.7% of portfolio›$1.7M
Guidance Capital, Inc16,053
0.3% of portfolio›$1.6M
Belvedere Trading LLC14,459
0.0% of portfolio›$1.5M
OpenArc Corporate Advisory, LLC14,389
0.0% of portfolio›$1.5M
Daiwa Securities Group Inc.14,080
0.0% of portfolio›$1.5M
Citizens Financial Group Inc13,459
0.0% of portfolio›$1.4M
IFP Advisors, Inc13,160
0.0% of portfolio›$1.4M
Merit Financial Group, LLC12,857
0.0% of portfolio›$1.3M
E&G Advisors, LLC12,726
0.3% of portfolio›$1.3M
Creative Planning12,567
0.0% of portfolio›$1.3M
Truist Financial Corp12,178
0.0% of portfolio›$1.3M
Montag A & Associates Inc11,796
0.1% of portfolio›$1.2M
Bright Futures Wealth Management, Llc.11,095
0.8% of portfolio›$1.1M
Y.D. More Investments Ltd11,000
0.0% of portfolio›$1.1M
BOS Asset Management, LLC10,273
0.2% of portfolio›$1.1M
Fermata Advisors, LLC10,093
0.2% of portfolio›$1.0M
Daymark Wealth Partners, LLC9,899
0.0% of portfolio›$1.0M
Pettinga Financial Advisors LLC9,594
0.2% of portfolio›$993.6K
Capital Wealth Alliance, LLC9,592
0.4% of portfolio›$993.3K
Bank of New York Mellon Corp9,234
0.0% of portfolio›$956.3K
Ballast Rock Private Wealth LLC9,226
0.4% of portfolio›$955.5K
Comprehensive Financial Consultants Institutional, Inc.8,975
0.3% of portfolio›$929.5K
Creative Financial Designs Inc7,882
0.0% of portfolio›$816.3K
Tctc Holdings, LLC7,695
0.0% of portfolio›$796.9K
Monument Capital Management7,484
0.2% of portfolio›$775.0K
Wealth Enhancement Advisory Services, LLC7,319
0.0% of portfolio›$765.6K
Fifth Third Bancorp7,159
0.0% of portfolio›$741.4K
Kestra Private Wealth Services, LLC7,034
0.0% of portfolio›$728.5K
Wellington Shields Capital Management, LLC7,000
1.0% of portfolio›$724.9K
Capital Management Associates7,000
1.0% of portfolio›$724.9K
Wellington Shields & Co., LLC7,000
1.0% of portfolio›$724.9K
Visionary Wealth Advisors6,970
0.0% of portfolio›$721.8K
Berman McAleer LLC6,486
0.1% of portfolio›$671.7K
Sigma Investment Counselors Inc6,357
0.0% of portfolio›$658.4K
Diversify Advisory Services, LLC6,264
0.0% of portfolio›$634.8K
Diversify Wealth Management, LLC6,264
0.0% of portfolio›$634.8K
Insight 2811, Inc.6,222
0.3% of portfolio›$644.4K
Clear Trail Advisors, LLC5,790
0.1% of portfolio›$599.6K
Parsons Capital Management Inc5,788
0.0% of portfolio›$599.4K
Pilgrim Partners Asia Pte Ltd5,650
0.1% of portfolio›$585.1K
Global Wealth Management, LLC5,531
0.3% of portfolio›$572.8K
Columbus Macro, LLC5,460
0.1% of portfolio›$565.4K
Lido Advisors, LLC4,933
0.0% of portfolio›$510.8K
McAdam, LLC4,824
0.0% of portfolio›$499.6K
Moulton Wealth Management, Inc4,653
0.3% of portfolio›$485.3K
Sound Financial Strategies Group, LLC4,564
0.3% of portfolio›$472.6K
Philadelphia Trust Co4,521
0.0% of portfolio›$468
Everest Financial Group LLC4,505
0.1% of portfolio›$466.5K
Prospera Financial Services Inc4,475
0.0% of portfolio›$437.9K
Venture Visionary Partners LLC4,444
0.0% of portfolio›$460.3K
Private Trust Co NA4,349
0.0% of portfolio›$450.4K
Point Nemo Capital, LLC4,167
0.2% of portfolio›$431.5K
Allworth Financial LP4,149
0.0% of portfolio›$443.6K
VestGen Advisors, LLC4,135
0.0% of portfolio›$428.2K
Synergy Asset Management, LLC4,103
0.0% of portfolio›$424.9K
Investment Management Trust, LLC4,095
0.4% of portfolio›$424.1K
Magnolia Capital Management LTD4,065
0.0% of portfolio›$421
Baldwin Wealth Partners LLC3,950
0.0% of portfolio›$409.1K
Cornerstone Wealth Management, LLC3,826
0.0% of portfolio›$396.3K
Crescent Grove Advisors, LLC3,738
0.0% of portfolio›$387.1K
Central Trust Co3,566
0.0% of portfolio›$369.3K
Riggs Asset Managment Co. Inc.3,552
0.1% of portfolio›$367.8K
Choreo, LLC3,510
0.0% of portfolio›$363.5K
D.A. Davidson & Co.3,474
0.0% of portfolio›$359.8K
Atria Investments, Inc3,425
0.0% of portfolio›$354.7K
Citizens National Bank Trust Department3,366
0.1% of portfolio›$348.6K
Vontobel Holding Ltd.3,359
0.0% of portfolio›$347.9K
Walkner Condon Financial Advisors LLC3,338
0.0% of portfolio›$345.7K
Focus Financial Network, Inc.3,210
0.0% of portfolio›$332.4K
StoneX Group Inc.3,157
0.0% of portfolio›$326.9K
Brookstone Capital Management3,041
0.0% of portfolio›$314.9K
Keudell ison Wealth Management3,010
0.1% of portfolio›$311.7K
Aviance Capital Partners, LLC3,000
0.0% of portfolio›$310.7K
Evergreen Capital Management LLC2,917
0.0% of portfolio›$302.1K
SP Asset Management LLC2,754
0.0% of portfolio›$285.2K
Hengehold Capital Management LLC2,726
0.0% of portfolio›$282.4K
Blue Trust, Inc.2,697
0.0% of portfolio›$279.3K
Wespac Advisors, LLC2,539
0.1% of portfolio›$262.9K
Banque Pictet & CIE SA2,500
0.0% of portfolio›$258.9K
Signature Estate & Investment Advisors LLC2,497
0.0% of portfolio›$258.6K
Apella Capital, LLC2,493
0.0% of portfolio›$261.4K
J. Safra Sarasin Holding AG2,373
0.0% of portfolio›$245.7K
IPG Investment Advisors LLC2,368
0.0% of portfolio›$245.2K
Vermillion Wealth Management, Inc.2,333
0.3% of portfolio›$241.6K
Midwest Trust Co2,300
0.0% of portfolio›$238.2K
Auour Investments LLC2,238
0.1% of portfolio›$231.8K
Union Bancaire Privee, UBP SA2,235
0.0% of portfolio›$232.2K
Strategic Blueprint, LLC2,195
0.0% of portfolio›$227.3K
Schneider Downs Wealth Management Advisors, LP2,176
0.0% of portfolio›$225.3K
J.W. Cole Advisors, Inc.2,171
0.0% of portfolio›$224.9K
Concurrent Investment Advisors, LLC2,149
0.0% of portfolio›$222.5K
Prime Capital Investment Advisors, LLC2,123
0.0% of portfolio›$219.9K
NTV Asset Management LLC2,100
0.0% of portfolio›$217.5K
Howard Financial Services, Ltd.2,070
0.0% of portfolio›$214.4K
Allegheny Financial Group2,000
0.0% of portfolio›$207.1K
Flagship Harbor Advisors, LLC1,954
0.0% of portfolio›$202.3K
Capital Square, LLC1,948
0.1% of portfolio›$201.7K
CoreCap Advisors, LLC1,706
0.0% of portfolio›$176.8K
Parkside Financial Bank & Trust1,692
0.0% of portfolio›$175.2K
Bokf, NA1,529
0.0% of portfolio›$158.3K
Cullen T Bankers, Inc.1,519
0.0% of portfolio›$157.3K
GK Wealth Management LLC1,406
0.1% of portfolio›$145.6K
US Bancorp \de\1,262
0.0% of portfolio›$130.7K
Triumph Capital Management1,243
0.0% of portfolio›$128.7K
Buck Wealth Strategies, LLC1,220
0.0% of portfolio›$126.3K
Clearstead Advisors, LLC1,095
0.0% of portfolio›$113.4K
Armstrong Advisory Group, Inc1,087
0.0% of portfolio›$112.6K
Compass Financial Management LLC936
0.0% of portfolio›$96.9K
AlphaCore Capital LLC913
0.0% of portfolio›$94.6K
Rossby Financial, LCC826
0.0% of portfolio›$85.5K
Assetmark, Inc780
0.0% of portfolio›$80.8K
Ashton Thomas Private Wealth, LLC777
0.0% of portfolio›$80.5K
CX Institutional775
0.0% of portfolio›$80
Quintet Private Bank (Europe) S.A.750
0.0% of portfolio›$77.7K
Private Wealth Management Group, LLC640
0.0% of portfolio›$66.3K
Wormser Freres Gestion638
0.0% of portfolio›$66.1K
Ascentis Independent Advisors626
0.0% of portfolio›$64.8K
Independence Bank of Kentucky545
0.0% of portfolio›$56.4K
Spire Wealth Management542
0.0% of portfolio›$56.1K
Elevation Wealth Partners, LLC513
0.0% of portfolio›$53.1K
Winch Advisory Services, LLC486
0.0% of portfolio›$50.3K
Axiom Investment Management LLC475
0.0% of portfolio›$49.2K
Evolution Wealth Management Inc.421
0.0% of portfolio›$43.6K
Main Street Group, LTD400
0.0% of portfolio›$41.4K
Jacobi Capital Management LLC340
0.0% of portfolio›$35.2K
St. Johns Investment Management Company, LLC323
0.0% of portfolio›$33.5K
Larson Financial Group LLC315
0.0% of portfolio›$32.6K
Latitude Advisors, LLC304
0.0% of portfolio›$31.5K
Decker Retirement Planning Inc.300
0.0% of portfolio›$31.1K
Grove Bank & Trust300
0.0% of portfolio›$31.1K
Covestor Ltd292
0.0% of portfolio›$30
Lanark Financial, Inc.257
0.0% of portfolio›$26.6K
Rydar Equities, Inc.252
0.0% of portfolio›$26.5K
Ascentis Wealth Management, LLC250
0.0% of portfolio›$25.9K
SJS Investment Consulting Inc.233
0.0% of portfolio›$24.1K
Glass Jacobson Investment Advisors llc208
0.0% of portfolio›$21.5K
Lodestone Wealth Management LLC206
0.0% of portfolio›$21.4K
Elevated Capital Advisors, LLC178
0.0% of portfolio›$18.4K
Wilmington Savings Fund Society, FSB163
0.0% of portfolio›$16.9K
Kingdom Financial Group Llc.163
0.0% of portfolio›$16.9K
Next Level Wealth Planning, LLC162
0.0% of portfolio›$16.8K
Roxbury Financial LLC144
0.0% of portfolio›$14.9K
Parallel Advisors, LLC141
0.0% of portfolio›$14.6K
Catherine Avery Investment Management LLC130
0.0% of portfolio›$13.5K
Archer Investment Corp130
0.0% of portfolio›$13.5K
Gen-Wealth Partners Inc107
0.0% of portfolio›$11.1K
Asset Dedication, LLC105
0.0% of portfolio›$10.9K
Caldwell Trust Co100
0.0% of portfolio›$10.4K
Strengthening Families & Communities, LLC100
0.0% of portfolio›$10.4K
Bangor Savings Bank100
0.0% of portfolio›$10.4K
Concord Wealth Partners99
0.0% of portfolio›$10.2K
10Elms LLP86
0.0% of portfolio›$8.9K
Harbor Investment Advisory, LLC60
0.0% of portfolio›$6.2K
Cape Investment Advisory, Inc.59
0.0% of portfolio›$6.1K
Pinnacle Wealth Planning Services, Inc.57
0.0% of portfolio›$5.9K
Laurel Wealth Advisors LLC50
0.0% of portfolio›$5.2K
Russell Investments Group, Ltd.43
0.0% of portfolio›$4.5K
Silver Grove Financial Group, Inc.30
0.0% of portfolio›$3.1K
Team Financial Group, LLC30
0.0% of portfolio›$3.1K
Arlington Trust Co LLC20
0.0% of portfolio›$2.1K
High Note Wealth, LLC18
0.0% of portfolio›$1.9K
Financial Consulate, Inc17
0.0% of portfolio›$1.8K
JFS Wealth Advisors, LLC15
0.0% of portfolio›$1.6K
Central Pacific Bank - Trust Division11
0.0% of portfolio›$1.1K
Nfsg Corp10
0.0% of portfolio›$1.0K
Financially Speaking Inc9
0.0% of portfolio›$974
Biltmore Family Office, LLC8
0.0% of portfolio›$828
Bear Mountain Capital, Inc.8
0.0% of portfolio›$807
Root Financial Partners, LLC7
0.0% of portfolio›$725
Mechanics Financial Corp6
0.0% of portfolio›$621
Prairie Wealth Advisors, Inc.0
0.2% of portfolio›$940.8K
StyleTurnoverLocationFiled
Barclays PLC
1,333,973$138.1M0.0%CoreMediumLondon, United Kingdom2026-11-06
Vanderbilt University
1,057,838$109.5M13.3%ETFMediumNashville, TN2026-11-02
LPL Financial LLC
706,937$73.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Citigroup Inc
706,822$73.2M0.0%CoreMediumNew York, NY2026-11-04
Meitav Investment House LTD
630,391$65.3M0.4%ETFMediumBene-Beraq, Luxembourg2026-10-28
Natixis
450,099$46.6M0.2%GARPHighParis, India2026-11-06
Cambridge Investment Research Advisors, Inc.
123,699$12.8K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
91,961$9.5M0.0%ETFLowWaltham, MA2026-11-02
Fiduciary Financial Group, LLC
87,362$9.0M1.1%ETFLowSan Rafael, CA2026-10-13
Fortem Financial Group, LLC
82,962$8.6M1.8%GrowthLowPalm Desert, CA2026-10-20
PNC Financial Services Group, Inc.
82,162$8.5M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Shah Wealth Advisors, LLC
77,743$8.1M1.6%ETFN/AChino Hills, CA2026-11-06
Ted Buchan & Co
69,393$7.2M2.4%ETFLowSan Diego, CA2026-10-23
Focus Wealth Advisors, LLC
63,658$6.6M3.2%ETFLowHouston, TX2026-10-14
Meridian Wealth Management, LLC
48,311$5.0M0.1%GrowthLowLexington, KY2026-11-05
180 Wealth Advisors, LLC
48,194$5.0M0.5%CoreLowFederal Way, WA2026-11-03
Fifth Third Securities, Inc.
44,563$4.6M0.2%ETFLowCincinnati, OH2026-10-21
Thrivent Financial for Lutherans
44,128$4.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Amitell Capital Pte Ltd
41,755$4.3M4.1%ETFHighSingapore, Turkey2026-11-02
TCP Asset Management, LLC
39,520$4.2M0.5%ETFLowUpper Arlington, OH2026-10-14
Dynamic Advisor Solutions LLC
36,958$3.8M0.1%ETFLowPhoenix, AZ2026-10-13
ARS Investment Partners, LLC
34,977$3.6M0.2%GrowthMediumNew York, NY2026-11-05
TD Waterhouse Canada Inc.
32,352$3.4M0.0%CoreLowToronto, Australia2026-10-16
Herbst Group, LLC
32,204$3.3M1.9%GrowthHighWestport, CT2026-10-20
Baker Avenue Asset Management, LP
32,080$3.3M0.1%GrowthLowSan Francisco, CA2026-11-06
Y-Intercept (Hong Kong) Ltd
31,856$3.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Advocate Investing Services LLC
30,220$3.1M2.5%ETFLowWoodbine, MD2026-10-26
Farther Finance Advisors, LLC
29,293$3.0M0.0%IndexLowSan Francisco, CA2026-10-08
Cumberland Advisors Inc
28,230$2.9M1.0%ETFVery LowSarasota, FL2026-10-30
Compagnie Lombard Odier SCmA
28,075$2.9M0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Fisher Asset Management, LLC
27,876$2.9M0.0%CoreLowPlano, TX2026-11-06
Allspring Global Investments Holdings, LLC
26,772$2.8M0.0%CoreMediumCharlotte, NC2026-11-04
Harel Insurance Investments & Financial Services Ltd.
24,500$2.5K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Pinnacle Associates LTD
23,291$2.4M0.0%CoreLowNew York, NY2026-10-20
Pekin Hardy Strauss, Inc.
22,463$2.3M0.2%ValueMediumChicago, IL2026-11-02
Clarus Wealth Advisors
21,727$2.3M0.8%ETFMediumPeoria, AZ2026-10-13
Heritage OAK Wealth Advisors LLC
21,468$2.2M0.7%ValueHighSanta Rosa Beach, FL2026-10-14
Juncture Wealth Strategies, LLC
20,696$2.1M0.5%ETFLowScottsdale, AZ2026-10-06
Independent Financial Group, LLC
20,290$2.1M0.0%GrowthLowSan Diego, CA2026-10-13
Mitsubishi UFJ Asset Management (UK) Ltd.
19,000$2.0K0.0%CoreHighLondon, United Kingdom2026-10-22
MGO One Seven LLC
18,379$1.9M0.0%GrowthLowBeachwood, OH2026-10-28
Retirement Planning Group, LLC
17,969$1.9M0.0%ETFVery LowLeawood, KS2026-10-19
Heartwood Wealth Advisors LLC
17,064$1.8M0.1%ETFLowRichmond, VA2026-10-05
Kestra Advisory Services, LLC
16,875$1.7M0.0%CoreLowAustin, TX2026-11-02
Shaker Investments LLC
16,777$1.7M0.6%MomentumMediumCleveland, OH2026-11-05
Lane Brothers & Co Inc
16,360$1.7M1.7%ETFLowPrescott, AZ2026-11-02
Guidance Capital, Inc
16,053$1.6M0.3%ETFMediumLousville, KY2026-11-03
Belvedere Trading LLC
14,459$1.5M0.0%Agg GrowthVery HighChicago, IL2026-11-05
OpenArc Corporate Advisory, LLC
14,389$1.5M0.0%GrowthLowAtlanta, GA2026-10-21
Daiwa Securities Group Inc.
14,080$1.5M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Citizens Financial Group Inc
13,459$1.4M0.0%GrowthLowProvidence, RI2026-10-23
IFP Advisors, Inc
13,160$1.4M0.0%GrowthLowTampa, FL2026-10-16
Merit Financial Group, LLC
12,857$1.3M0.0%ETFLowAlpharetta, GA2026-11-06
E&G Advisors, LLC
12,726$1.3M0.3%ETFVery LowHouston, TX2026-10-13
Creative Planning
12,567$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
12,178$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Montag A & Associates Inc
11,796$1.2M0.1%CoreLowAtlanta, GA2026-10-29
Bright Futures Wealth Management, Llc.
11,095$1.1M0.8%CoreHighWebster, Ny 14580, NY2026-10-23
Y.D. More Investments Ltd
11,000$1.1M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
BOS Asset Management, LLC
10,273$1.1M0.2%ETFLowSpringfield, IL2026-10-09
Fermata Advisors, LLC
10,093$1.0M0.2%ETFLowSonoma, CA2026-10-13
Daymark Wealth Partners, LLC
9,899$1.0M0.0%CoreLowCincinnati, OH2026-11-04
Pettinga Financial Advisors LLC
9,594$993.6K0.2%ETFMediumEvansville, IN2026-10-13
Capital Wealth Alliance, LLC
9,592$993.3K0.4%CoreLowScottsdale, AZ2026-10-20
Bank of New York Mellon Corp
9,234$956.3K0.0%CoreLowNew York, NY2026-11-05
Ballast Rock Private Wealth LLC
9,226$955.5K0.4%ETFMediumCharleston, SC2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
8,975$929.5K0.3%CoreMediumBloomington, IN2026-10-15
Creative Financial Designs Inc
7,882$816.3K0.0%ETFMediumKokomo, IN2026-11-04
Tctc Holdings, LLC
7,695$796.9K0.0%ValueVery LowDallas, TX2026-11-02
Monument Capital Management
7,484$775.0K0.2%GARPHighAlexandria, VA2026-10-09
Wealth Enhancement Advisory Services, LLC
7,319$765.6K0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Bancorp
7,159$741.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Kestra Private Wealth Services, LLC
7,034$728.5K0.0%GrowthLowAustin, TX2026-11-06
Wellington Shields Capital Management, LLC
7,000$724.9K1.0%GrowthMediumNew York, NY2026-11-03
Capital Management Associates
7,000$724.9K1.0%MomentumLowNew York, NY2026-11-03
Wellington Shields & Co., LLC
7,000$724.9K1.0%CoreLowNew York, NY2026-11-03
Visionary Wealth Advisors
6,970$721.8K0.0%ETFLowO'Fallon, IL2026-11-04
Berman McAleer LLC
6,486$671.7K0.1%ETFVery LowTimonium, MD2026-10-16
Sigma Investment Counselors Inc
6,357$658.4K0.0%ETFLowNorthville, MI2026-10-27
Diversify Advisory Services, LLC
6,264$634.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,264$634.8K0.0%GrowthMediumSandy, UT2026-10-20
Insight 2811, Inc.
6,222$644.4K0.3%ETFVery LowChicago, IL2026-11-06
Clear Trail Advisors, LLC
5,790$599.6K0.1%CoreLowHouston, TX2026-10-20
Parsons Capital Management Inc
5,788$599.4K0.0%CoreLowProvidence, RI2026-10-28
Pilgrim Partners Asia Pte Ltd
5,650$585.1K0.1%ETFMediumSingapore, Turkey2026-10-29
Global Wealth Management, LLC
5,531$572.8K0.3%ETFLowKingston, NJ2026-10-15
Columbus Macro, LLC
5,460$565.4K0.1%YieldMediumNew Castle, PA2026-10-14
Lido Advisors, LLC
4,933$510.8K0.0%GrowthLowLos Angeles, CA2026-11-04
McAdam, LLC
4,824$499.6K0.0%ETFLowPhiladelphia, PA2026-10-21
Moulton Wealth Management, Inc
4,653$485.3K0.3%ETFVery HighSpokane, WA2026-10-13
Sound Financial Strategies Group, LLC
4,564$472.6K0.3%ETFMediumMadison, MS2026-10-30
Philadelphia Trust Co
4,521$4680.0%GrowthLowPhiladelphia, PA2026-11-05
Everest Financial Group LLC
4,505$466.5K0.1%GrowthVery LowMinneapolis, MN2026-11-06
Prospera Financial Services Inc
4,475$437.9K0.0%CoreMediumDallas, TX2026-11-04
Venture Visionary Partners LLC
4,444$460.3K0.0%CoreLowSylvania, OH2026-10-07
Private Trust Co NA
4,349$450.4K0.0%CoreLowCleveland, OH2026-10-20
Point Nemo Capital, LLC
4,167$431.5K0.2%GARPVery HighDripping Springs, TX2026-11-03
Allworth Financial LP
4,149$443.6K0.0%IndexLowFolsom, CA2026-11-06
VestGen Advisors, LLC
4,135$428.2K0.0%GrowthMediumChicago, IL2026-10-27
Synergy Asset Management, LLC
4,103$424.9K0.0%GrowthHighVancouver, WA2026-11-05
Investment Management Trust, LLC
4,095$424.1K0.4%GrowthN/AFitchburg, MA2026-11-05
Magnolia Capital Management LTD
4,065$4210.0%GrowthVery LowCold Spring, NY2026-10-09
Baldwin Wealth Partners LLC
3,950$409.1K0.0%GrowthLowMarion, MA2026-10-13
Cornerstone Wealth Management, LLC
3,826$396.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Crescent Grove Advisors, LLC
3,738$387.1K0.0%ETFLowLake Forest, IL2026-10-21
Central Trust Co
3,566$369.3K0.0%CoreLowJefferson City, MO2026-11-05
Riggs Asset Managment Co. Inc.
3,552$367.8K0.1%GrowthMediumDallas, PA2026-11-05
Choreo, LLC
3,510$363.5K0.0%IndexLowRockford, IL2026-10-28
D.A. Davidson & Co.
3,474$359.8K0.0%CoreLowGreat Falls, MT2026-10-28
Atria Investments, Inc
3,425$354.7K0.0%CoreMediumCharlotte, NC2026-10-15
Citizens National Bank Trust Department
3,366$348.6K0.1%CoreVery LowMeridian, MS2026-11-04
Vontobel Holding Ltd.
3,359$347.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Walkner Condon Financial Advisors LLC
3,338$345.7K0.0%ETFLowVerona, WI2026-11-02
Focus Financial Network, Inc.
3,210$332.4K0.0%ETFLowMinneapolis, MN2026-10-14
StoneX Group Inc.
3,157$326.9K0.0%ETFMediumNew York, NY2026-11-03
Brookstone Capital Management
3,041$314.9K0.0%ETFMediumWheaton, IL2026-10-22
Keudell ison Wealth Management
3,010$311.7K0.1%ETFMediumSalem, OR2026-10-16
Aviance Capital Partners, LLC
3,000$310.7K0.0%CoreLowNaples, FL2026-10-29
Evergreen Capital Management LLC
2,917$302.1K0.0%GARPMediumBellevue, WA2026-10-23
SP Asset Management LLC
2,754$285.2K0.0%CoreVery LowCupertino, CA2026-11-05
Hengehold Capital Management LLC
2,726$282.4K0.0%ETFLowCincinnati, OH2026-10-16
Blue Trust, Inc.
2,697$279.3K0.0%ETFLowBrentwood, TN2026-10-15
Wespac Advisors, LLC
2,539$262.9K0.1%ETFHighOrinda, CA2026-10-26
Banque Pictet & CIE SA
2,500$258.9K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Signature Estate & Investment Advisors LLC
2,497$258.6K0.0%ETFMediumLos Angeles, CA2026-10-13
Apella Capital, LLC
2,493$261.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
J. Safra Sarasin Holding AG
2,373$245.7K0.0%CoreMediumBasel, Switzerland2026-10-26
IPG Investment Advisors LLC
2,368$245.2K0.0%CoreMediumSan Diego, CA2026-10-30
Vermillion Wealth Management, Inc.
2,333$241.6K0.3%ValueLowRosemount, MN2026-10-26
Midwest Trust Co
2,300$238.2K0.0%CoreLowOverland Park, KS2026-10-22
Auour Investments LLC
2,238$231.8K0.1%ETFLowWoburn, MA2026-10-28
Union Bancaire Privee, UBP SA
2,235$232.2K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Strategic Blueprint, LLC
2,195$227.3K0.0%ETFLowAtlanta, GA2026-10-22
Schneider Downs Wealth Management Advisors, LP
2,176$225.3K0.0%ETFVery LowPittsburgh, PA2026-10-27
J.W. Cole Advisors, Inc.
2,171$224.9K0.0%IndexLowTampa, FL2026-11-05
Concurrent Investment Advisors, LLC
2,149$222.5K0.0%GrowthMediumTampa, FL2026-10-16
Prime Capital Investment Advisors, LLC
2,123$219.9K0.0%ETFLowOverland Park, KS2026-10-20
NTV Asset Management LLC
2,100$217.5K0.0%GrowthLowCharleston, WV2026-10-23
Howard Financial Services, Ltd.
2,070$214.4K0.0%ETFLowDallas, TX2026-10-15
Allegheny Financial Group
2,000$207.1K0.0%CoreLowPittsburgh, PA2026-11-05
Flagship Harbor Advisors, LLC
1,954$202.3K0.0%ETFMediumBoston, MA2026-10-26
Capital Square, LLC
1,948$201.7K0.1%YieldMediumAthens, TN2026-10-19
CoreCap Advisors, LLC
1,706$176.8K0.0%ETFMediumSouthfield, MI2026-10-08
Parkside Financial Bank & Trust
1,692$175.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bokf, NA
1,529$158.3K0.0%CoreLowTulsa, OK2026-10-27
Cullen T Bankers, Inc.
1,519$157.3K0.0%GrowthLowSan Antonio, TX2026-10-28
GK Wealth Management LLC
1,406$145.6K0.1%GARPVery HighReno, NV2026-10-09
US Bancorp \de\
1,262$130.7K0.0%IndexLowMinneapolis, MN2026-11-05
Triumph Capital Management
1,243$128.7K0.0%ETFMediumDenver, CO2026-10-14
Buck Wealth Strategies, LLC
1,220$126.3K0.0%ValueMediumDenver, CO2026-10-28
Clearstead Advisors, LLC
1,095$113.4K0.0%ETFLowCleveland, OH2026-11-06
Armstrong Advisory Group, Inc
1,087$112.6K0.0%ETFHighNeedham, MA2026-10-09
Compass Financial Management LLC
936$96.9K0.0%CoreN/ATampa, FL2026-10-30
AlphaCore Capital LLC
913$94.6K0.0%ETFLowLa Jolla, CA2026-11-04
Rossby Financial, LCC
826$85.5K0.0%ETFMediumMelbourne, FL2026-11-05
Assetmark, Inc
780$80.8K0.0%ETFLowConcord, CA2026-10-21
Ashton Thomas Private Wealth, LLC
777$80.5K0.0%CoreMediumScottsdale, AZ2026-11-03
CX Institutional
775$800.0%CoreMediumAuburn, IN2026-10-02
Quintet Private Bank (Europe) S.A.
750$77.7K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Private Wealth Management Group, LLC
640$66.3K0.0%ETFLowPrinceton, NJ2026-10-19
Wormser Freres Gestion
638$66.1K0.0%GrowthMediumParis, India2026-10-21
Ascentis Independent Advisors
626$64.8K0.0%ETFLowDallas, TX2026-11-03
Independence Bank of Kentucky
545$56.4K0.0%GrowthLowOwensboro, KY2026-10-26
Spire Wealth Management
542$56.1K0.0%GrowthMediumMclean, VA2026-10-30
Elevation Wealth Partners, LLC
513$53.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Winch Advisory Services, LLC
486$50.3K0.0%GrowthVery LowAppleton, WI2026-11-06
Axiom Investment Management LLC
475$49.2K0.0%CoreN/ANew York, NY2026-11-03
Evolution Wealth Management Inc.
421$43.6K0.0%ETFMediumFort Myers, FL2026-10-28
Main Street Group, LTD
400$41.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Jacobi Capital Management LLC
340$35.2K0.0%CoreLowPittston, PA2026-11-05
St. Johns Investment Management Company, LLC
323$33.5K0.0%CoreVery LowJacksonville, FL2026-10-30
Larson Financial Group LLC
315$32.6K0.0%GrowthLowSt Louis, MO2026-11-05
Latitude Advisors, LLC
304$31.5K0.0%ETFLowYorkville, IL2026-10-27
Decker Retirement Planning Inc.
300$31.1K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Grove Bank & Trust
300$31.1K0.0%ETFLowMiami, FL2026-10-08
Covestor Ltd
292$300.0%ValueHighLondon, United Kingdom2026-10-30
Lanark Financial, Inc.
257$26.6K0.0%CoreMediumBirmingham, AL2026-10-26
Rydar Equities, Inc.
252$26.5K0.0%CoreVery LowWeatherford, TX2026-10-13
Ascentis Wealth Management, LLC
250$25.9K0.0%Agg GrowthLowDallas, TX2026-11-03
SJS Investment Consulting Inc.
233$24.1K0.0%ETFVery LowSylvania, OH2026-10-26
Glass Jacobson Investment Advisors llc
208$21.5K0.0%ETFLowOwings Mills, MD2026-10-26
Lodestone Wealth Management LLC
206$21.4K0.0%CoreLowSpokane, WA2026-10-14
Elevated Capital Advisors, LLC
178$18.4K0.0%ETFMediumSandy, UT2026-11-04
Wilmington Savings Fund Society, FSB
163$16.9K0.0%CoreLowWilmington, DE2026-10-23
Kingdom Financial Group Llc.
163$16.9K0.0%ETFMediumPeoria, AZ2026-11-04
Next Level Wealth Planning, LLC
162$16.8K0.0%ETFVery LowMeridian, ID2026-10-29
Roxbury Financial LLC
144$14.9K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Parallel Advisors, LLC
141$14.6K0.0%IndexLowSan Francisco, CA2026-11-03
Catherine Avery Investment Management LLC
130$13.5K0.0%CoreMediumLongboat Key, FL2026-10-14
Archer Investment Corp
130$13.5K0.0%CoreMediumCarmel, IN2026-11-05
Gen-Wealth Partners Inc
107$11.1K0.0%CoreLowZeeland, MI2026-11-04
Asset Dedication, LLC
105$10.9K0.0%ETFLowSan Francisco, CA2026-11-03
Caldwell Trust Co
100$10.4K0.0%GrowthLowVenice, FL2026-10-30
Strengthening Families & Communities, LLC
100$10.4K0.0%CoreMediumBoston, MA2026-10-21
Bangor Savings Bank
100$10.4K0.0%ETFLowBangor, ME2026-10-06
Concord Wealth Partners
99$10.2K0.0%GrowthLowAbingdon, VA2026-11-02
10Elms LLP
86$8.9K0.0%ETFVery LowTulsa, OK2026-11-06
Harbor Investment Advisory, LLC
60$6.2K0.0%GrowthLowLutherville, MD2026-10-13
Cape Investment Advisory, Inc.
59$6.1K0.0%ETFLowMcdonough, GA2026-10-13
Pinnacle Wealth Planning Services, Inc.
57$5.9K0.0%GARPLowMansfield, OH2026-10-27
Laurel Wealth Advisors LLC
50$5.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Russell Investments Group, Ltd.
43$4.5K0.0%CoreLowSeattle, WA2026-11-06
Silver Grove Financial Group, Inc.
30$3.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Team Financial Group, LLC
30$3.1K0.0%ETFLowTemecula, CA2026-10-30
Arlington Trust Co LLC
20$2.1K0.0%ETFMediumBirmingham, AL2026-10-20
High Note Wealth, LLC
18$1.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Financial Consulate, Inc
17$1.8K0.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
15$1.6K0.0%ETFVery LowHermitage, PA2026-11-03
Central Pacific Bank - Trust Division
11$1.1K0.0%CoreMediumHonolulu, HI2026-10-06
Nfsg Corp
10$1.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Financially Speaking Inc
9$9740.0%ETFHighGreenwood Village, CO2026-11-05
Biltmore Family Office, LLC
8$8280.0%GrowthLowCharlotte, NC2026-11-03
Bear Mountain Capital, Inc.
8$8070.0%ETFLowSeattle, WA2026-11-04
Root Financial Partners, LLC
7$7250.0%ETFMediumEncinitas, CA2026-10-21
Mechanics Financial Corp
6$6210.0%CoreVery LowMansfield, OH2026-11-05
Prairie Wealth Advisors, Inc.
0$940.8K0.2%CoreVery LowOmaha, NE2026-10-29