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SS Spdr S&P OG EXP & Prod (XOP)

CUSIP: 78468R556 | NYSE | 1253 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AInvesco Ltd.00.0%No shares heldJun 30, 202691d ahead of 13F (1,099,595 sh) · −1,099,595
13G/AInvesco Ltd.0
0.0% of class · Jun 30, 2026No shares held
91d ahead of 13F (1,099,595 sh) · −1,099,595

Institutional Holders — Q3 2026

Citigroup Inc2,766,584
0.2% of portfolio›$496.1M
Vanderbilt University733,095
16.0% of portfolio›$131.5M
Mirae Asset Securities (USA) Inc.650,000
3.3% of portfolio›$116.6M
Temasek Holdings (Private) Ltd308,892
0.2% of portfolio›$55.4M
Bank Pictet & Cie (Europe) AG86,875
0.3% of portfolio›$15.6M
Fourpath Capital Management, LLC54,807
1.3% of portfolio›$9.8M
TD Waterhouse Canada Inc.50,870
0.0% of portfolio›$9.4M
Skylands Capital, LLC41,435
1.0% of portfolio›$7.4M
Kestra Advisory Services, LLC34,643
0.0% of portfolio›$6.2M
Carrera Capital Advisors31,092
0.8% of portfolio›$5.6M
Ashton Thomas Private Wealth, LLC25,127
0.1% of portfolio›$4.5M
Cambridge Investment Research Advisors, Inc.24,985
0.0% of portfolio›$4.5K
Commonwealth Equity Services, LLC23,984
0.0% of portfolio›$4.3M
Stapp Wealth Management, Pllc23,543
5.5% of portfolio›$4.2M
Abbington Investment Group22,232
2.6% of portfolio›$4.0M
Client First Capital LLC20,476
1.5% of portfolio›$3.7M
One Plus One Wealth Management, LLC18,334
1.4% of portfolio›$3.3M
Y-Intercept (Hong Kong) Ltd17,660
0.1% of portfolio›$3.2M
Acima Private Wealth, LLC17,313
0.9% of portfolio›$3.1M
Cannon Advisors, Inc.16,411
1.9% of portfolio›$3.3M
Truist Financial Corp15,478
0.0% of portfolio›$2.8M
Walser Wealth Management Company, A Ltd Liability Co14,913
1.1% of portfolio›$2.7M
W.G. Shaheen & Associates DBA Whitney & Co14,657
0.2% of portfolio›$2.6M
Anson Capital, Inc.14,192
1.7% of portfolio›$2.5M
Pekin Hardy Strauss, Inc.14,102
0.2% of portfolio›$2.5M
MGO One Seven LLC13,087
0.0% of portfolio›$2.3M
Heritage OAK Wealth Advisors LLC12,488
0.7% of portfolio›$2.2M
Brookstone Capital Management12,099
0.0% of portfolio›$2.2M
Pettinga Financial Advisors LLC10,263
0.3% of portfolio›$1.8M
MH & Associates Securities Management Corp9,955
1.6% of portfolio›$1.8M
Creative Financial Designs Inc9,716
0.1% of portfolio›$1.7M
Creative Planning8,980
0.0% of portfolio›$1.6M
Belvedere Trading LLC8,689
0.0% of portfolio›$1.6M
Gainplan LLC8,665
0.6% of portfolio›$1.6M
Convergence Financial, LLC8,632
0.2% of portfolio›$1.5M
RFG Holdings, Inc.8,297
0.3% of portfolio›$1.5M
Ascentis Wealth Management, LLC8,062
0.2% of portfolio›$1.5M
Appleton Partners Inc7,556
0.0% of portfolio›$1.4K
E&G Advisors, LLC7,490
0.3% of portfolio›$1.3M
Aaron Wealth Advisors LLC6,600
0.1% of portfolio›$1.2M
Heritage Wealth Management, Inc.6,315
0.3% of portfolio›$1.1M
Rockingstone Advisors LLC6,070
0.4% of portfolio›$1.1M
Wakefield Asset Management Lllp5,919
0.2% of portfolio›$1.1M
Concord Wealth Partners5,808
0.1% of portfolio›$1.0M
Concord Asset Management, LLC5,737
0.2% of portfolio›$1.0M
Kestra Private Wealth Services, LLC5,640
0.0% of portfolio›$1.0M
Venture Visionary Partners LLC5,456
0.0% of portfolio›$978.5K
Meridian Investment Counsel Inc.5,355
0.2% of portfolio›$960.3K
Flagship Harbor Advisors, LLC5,231
0.0% of portfolio›$938.1K
Cordoba Advisory Partners LLC5,194
0.1% of portfolio›$931.4K
HB Wealth Management, LLC5,035
0.0% of portfolio›$902.9K
Hara Capital LLC5,000
0.4% of portfolio›$896.7K
Laurel OAK Wealth Management, LLC4,999
0.1% of portfolio›$896.5K
Koa Wealth Management, LLC4,785
0.6% of portfolio›$858.1K
MacKenzie Financial Corp4,500
0.0% of portfolio›$807.0K
VestGen Advisors, LLC4,295
0.0% of portfolio›$770.2K
Massachusetts Wealth Management4,050
0.3% of portfolio›$726.3K
Independent Financial Group, LLC4,030
0.0% of portfolio›$722.7K
Shelton Wealth Management, LLC3,787
0.3% of portfolio›$679.1K
Vontobel Holding Ltd.3,772
0.0% of portfolio›$676.4K
Corecam Pte. Ltd.3,638
0.3% of portfolio›$652.1K
Realta Investment Advisors3,618
0.2% of portfolio›$648.8K
Anchyra Partners LLC3,615
0.1% of portfolio›$648.3K
HUB Investment Partners, LLC3,606
0.0% of portfolio›$646.7K
Elevation Point Wealth Partners, LLC3,560
0.0% of portfolio›$638.5K
Waldron Private Wealth LLC3,247
0.0% of portfolio›$582.3K
Mirae Asset Global Investments Co., Ltd.3,150
0.0% of portfolio›$564.9K
Integrity Alliance, Llc.3,039
0.0% of portfolio›$545.1K
Krilogy Financial LLC2,893
0.0% of portfolio›$562.1K
Wealth Enhancement Advisory Services, LLC2,777
0.0% of portfolio›$537.3K
Waters Parkerson & Co., LLC2,500
0.0% of portfolio›$448.3K
Key Client Fiduciary Advisors, LLC2,486
0.1% of portfolio›$445.9K
Schneider Downs Wealth Management Advisors, LP2,361
0.0% of portfolio›$423.4K
Wespac Advisors, LLC2,345
0.2% of portfolio›$420.5K
Torrey Growth & Income Advisors2,250
0.1% of portfolio›$403.5K
Cardinal Point Capital Management ULC2,225
0.0% of portfolio›$398.9K
Cornerstone Wealth Management, LLC2,169
0.0% of portfolio›$389.0K
Client 1ST Advisory Group, LLC2,009
0.1% of portfolio›$360.3K
Walkner Condon Financial Advisors LLC1,960
0.0% of portfolio›$351.5K
Concurrent Investment Advisors, LLC1,937
0.0% of portfolio›$347.4K
Salem Investment Counselors Inc1,845
0.0% of portfolio›$330.9K
Vise Technologies, Inc.1,839
0.0% of portfolio›$329.7K
Daiwa Securities Group Inc.1,825
0.0% of portfolio›$327.3K
Fiduciary Financial Group, LLC1,813
0.0% of portfolio›$325.1K
Rebalance, LLC1,811
0.0% of portfolio›$324.8K
Sovran Advisors, LLC1,724
0.0% of portfolio›$344.0K
Security National Bank1,717
0.0% of portfolio›$307.9K
Parcion Private Wealth LLC1,707
0.0% of portfolio›$306.1K
Plan Group Financial, LLC1,650
0.1% of portfolio›$330.1K
Vanguard Capital Wealth Advisors1,547
0.2% of portfolio›$277.4K
Parallel Advisors, LLC1,534
0.0% of portfolio›$275.1K
Mascagni Wealth Management, Inc.1,518
0.2% of portfolio›$272.2K
Argyle Capital Partners, LLC1,500
0.2% of portfolio›$269.0K
SeaBridge Investment Advisors LLC1,498
0.0% of portfolio›$268.6K
KCM Investment Advisors LLC1,457
0.0% of portfolio›$261.3K
J. Safra Sarasin Holding AG1,388
0.0% of portfolio›$247.9K
Harel Insurance Investments & Financial Services Ltd.1,330
0.0% of portfolio›$238
TruNorth Capital Management, LLC1,300
0.0% of portfolio›$233.1K
Avondale Wealth Management1,263
0.1% of portfolio›$226.5K
Symphony Financial, Ltd. Co.1,194
0.0% of portfolio›$214.9K
Prime Capital Investment Advisors, LLC1,170
0.0% of portfolio›$209.8K
AdvisorNet Financial, Inc1,144
0.0% of portfolio›$226.3K
Kings Path Partners LLC1,030
0.0% of portfolio›$184.7K
Armstrong Advisory Group, Inc994
0.0% of portfolio›$178.2K
Private Trust Co NA844
0.0% of portfolio›$151.4K
Signaturefd, LLC713
0.0% of portfolio›$127.9K
Cassaday & Co Wealth Management LLC622
0.0% of portfolio›$111.5K
TD Private Client Wealth LLC615
0.0% of portfolio›$110.3K
Latitude Advisors, LLC547
0.0% of portfolio›$98.1K
EPG Wealth Management LLC500
0.0% of portfolio›$89.7K
Harbor Investment Advisory, LLC500
0.0% of portfolio›$89.7K
Provident Wealth Management, LLC455
0.0% of portfolio›$81.6K
North Star Investment Management Corp.410
0.0% of portfolio›$73.5K
Turtle Creek Wealth Advisors, LLC353
0.0% of portfolio›$63.3K
Farther Finance Advisors, LLC343
0.0% of portfolio›$61.4K
IFP Advisors, Inc302
0.0% of portfolio›$54.2K
CX Institutional274
0.0% of portfolio›$49
Ascentis Independent Advisors255
0.0% of portfolio›$45.7K
Oakworth Capital, Inc.227
0.0% of portfolio›$40.7K
Compass Financial Management LLC223
0.0% of portfolio›$40.1K
Abound Wealth Management200
0.0% of portfolio›$35.9K
Westside Investment Management, Inc.200
0.0% of portfolio›$35.9K
Lanark Financial, Inc.200
0.0% of portfolio›$35.8K
Chilton Capital Management LLC168
0.0% of portfolio›$30.1K
Canton Hathaway, LLC149
0.0% of portfolio›$26.7K
Signature Equity Partners, LLC129
0.0% of portfolio›$23.1K
Beacon Investment Advisory Services, Inc.125
0.0% of portfolio›$22.4K
Archer Investment Corp121
0.0% of portfolio›$21.7K
Atlantic Edge Private Wealth Management, LLC100
0.0% of portfolio›$17.9K
Assetmark, Inc100
0.0% of portfolio›$17.9K
Capital Investment Advisory Services, LLC97
0.0% of portfolio›$17.4K
EverSource Wealth Advisors, LLC74
0.0% of portfolio›$13.3K
Rydar Equities, Inc.67
0.0% of portfolio›$12.6K
Angeles Wealth Management, LLC51
0.0% of portfolio›$9.1K
Pacific Center for Financial Services40
0.0% of portfolio›$7.1K
Smallwood Wealth Investment Management, LLC38
0.0% of portfolio›$6.8K
Gen-Wealth Partners Inc35
0.0% of portfolio›$6.3K
GoalVest Advisory LLC31
0.0% of portfolio›$5.6K
Networth Advisors, LLC31
0.0% of portfolio›$5.6K
Redwood Park Advisors LLC30
0.0% of portfolio›$5.4K
Cape Investment Advisory, Inc.28
0.0% of portfolio›$5.0K
Ulland Investment Advisors, LLC25
0.0% of portfolio›$4
Pension & Wealth Management Advisors, Inc.25
0.0% of portfolio›$4.5K
Parkside Financial Bank & Trust20
0.0% of portfolio›$3.6K
Quest 10 Wealth Builders, Inc.14
0.0% of portfolio›$2.5K
AlphaCore Capital LLC13
0.0% of portfolio›$2.3K
Murphy & Mullick Capital Management Corp10
0.0% of portfolio›$1.8K
Trust Co of Vermont9
0.0% of portfolio›$1.6K
Your Advocates Ltd., LLP7
0.0% of portfolio›$1.3K
Harbor Asset Planning, Inc.4
0.0% of portfolio›$750
Nemes Rush Group LLC3
0.0% of portfolio›$538
Cranbrook Wealth Management, LLC2
0.0% of portfolio›$275
Kingdom Financial Group Llc.1
0.0% of portfolio›$237
Valley Wealth Managers, Inc.1
0.0% of portfolio›$174
StyleTurnoverLocationFiled
Citigroup Inc
2,766,584$496.1M0.2%CoreMediumNew York, NY2026-11-04
Vanderbilt University
733,095$131.5M16.0%ETFMediumNashville, TN2026-11-02
Mirae Asset Securities (USA) Inc.
650,000$116.6M3.3%ETFHighNew York, NY2026-10-15
Temasek Holdings (Private) Ltd
308,892$55.4M0.2%GrowthLowSingapore, Turkey2026-10-28
Bank Pictet & Cie (Europe) AG
86,875$15.6M0.3%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Fourpath Capital Management, LLC
54,807$9.8M1.3%CoreMediumOklahoma City, OK2026-10-19
TD Waterhouse Canada Inc.
50,870$9.4M0.0%CoreLowToronto, Australia2026-10-16
Skylands Capital, LLC
41,435$7.4M1.0%ValueMediumMilwaukee, WI2026-10-21
Kestra Advisory Services, LLC
34,643$6.2M0.0%CoreLowAustin, TX2026-11-02
Carrera Capital Advisors
31,092$5.6M0.8%ETFMediumTroy, MI2026-11-03
Ashton Thomas Private Wealth, LLC
25,127$4.5M0.1%CoreMediumScottsdale, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
24,985$4.5K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
23,984$4.3M0.0%ETFLowWaltham, MA2026-11-02
Stapp Wealth Management, Pllc
23,543$4.2M5.5%ETFMediumOlympia, WA2026-10-15
Abbington Investment Group
22,232$4.0M2.6%YieldMediumWestport, CT2026-11-03
Client First Capital LLC
20,476$3.7M1.5%ETFMediumSan Diego, CA2026-10-22
One Plus One Wealth Management, LLC
18,334$3.3M1.4%ETFMediumJupiter, FL2026-10-16
Y-Intercept (Hong Kong) Ltd
17,660$3.2M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Acima Private Wealth, LLC
17,313$3.1M0.9%ETFVery LowRichmond, VA2026-10-05
Cannon Advisors, Inc.
16,411$3.3M1.9%GrowthHighCharlotte, NC2026-10-14
Truist Financial Corp
15,478$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Walser Wealth Management Company, A Ltd Liability Co
14,913$2.7M1.1%GrowthHighTampa, FL2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
14,657$2.6M0.2%CoreLowRochester, NY2026-11-03
Anson Capital, Inc.
14,192$2.5M1.7%ETFLowTyrone, GA2026-10-23
Pekin Hardy Strauss, Inc.
14,102$2.5M0.2%ValueMediumChicago, IL2026-11-02
MGO One Seven LLC
13,087$2.3M0.0%GrowthLowBeachwood, OH2026-10-28
Heritage OAK Wealth Advisors LLC
12,488$2.2M0.7%ValueHighSanta Rosa Beach, FL2026-10-14
Brookstone Capital Management
12,099$2.2M0.0%ETFMediumWheaton, IL2026-10-22
Pettinga Financial Advisors LLC
10,263$1.8M0.3%ETFMediumEvansville, IN2026-10-13
MH & Associates Securities Management Corp
9,955$1.8M1.6%YieldLowCarlsbad, CA2026-10-30
Creative Financial Designs Inc
9,716$1.7M0.1%ETFMediumKokomo, IN2026-11-04
Creative Planning
8,980$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Belvedere Trading LLC
8,689$1.6M0.0%Agg GrowthVery HighChicago, IL2026-11-05
Gainplan LLC
8,665$1.6M0.6%ETFHighBloomfield Hills, MI2026-10-09
Convergence Financial, LLC
8,632$1.5M0.2%ETFMediumColumbia, MO2026-10-27
RFG Holdings, Inc.
8,297$1.5M0.3%ETFLowArgyle, TX2026-10-30
Ascentis Wealth Management, LLC
8,062$1.5M0.2%Agg GrowthLowDallas, TX2026-11-03
Appleton Partners Inc
7,556$1.4K0.0%GrowthLowBoston, MA2026-10-30
E&G Advisors, LLC
7,490$1.3M0.3%ETFVery LowHouston, TX2026-10-13
Aaron Wealth Advisors LLC
6,600$1.2M0.1%GrowthMediumChicago, IL2026-10-13
Heritage Wealth Management, Inc.
6,315$1.1M0.3%CoreLowCincinnati, OH2026-10-28
Rockingstone Advisors LLC
6,070$1.1M0.4%GrowthLowGreat Barrington, MA2026-10-16
Wakefield Asset Management Lllp
5,919$1.1M0.2%ValueMediumEnglewood, CO2026-11-05
Concord Wealth Partners
5,808$1.0M0.1%GrowthLowAbingdon, VA2026-11-02
Concord Asset Management, LLC
5,737$1.0M0.2%GrowthLowAbingdon, VA2026-11-02
Kestra Private Wealth Services, LLC
5,640$1.0M0.0%GrowthLowAustin, TX2026-10-30
Venture Visionary Partners LLC
5,456$978.5K0.0%CoreLowSylvania, OH2026-10-07
Meridian Investment Counsel Inc.
5,355$960.3K0.2%GARPLowLafayette, CA2026-10-14
Flagship Harbor Advisors, LLC
5,231$938.1K0.0%ETFMediumBoston, MA2026-10-26
Cordoba Advisory Partners LLC
5,194$931.4K0.1%ETFMediumNew York, NY2026-10-19
HB Wealth Management, LLC
5,035$902.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Hara Capital LLC
5,000$896.7K0.4%Deep ValueMediumBellevue, WA2026-10-30
Laurel OAK Wealth Management, LLC
4,999$896.5K0.1%GrowthLowMarlton, NJ2026-10-19
Koa Wealth Management, LLC
4,785$858.1K0.6%CoreLowEncinitas, CA2026-10-14
MacKenzie Financial Corp
4,500$807.0K0.0%CoreMediumToronto Ontario, Australia2026-11-02
VestGen Advisors, LLC
4,295$770.2K0.0%GrowthMediumChicago, IL2026-10-27
Massachusetts Wealth Management
4,050$726.3K0.3%CoreLowNorth Andover, MA2026-10-21
Independent Financial Group, LLC
4,030$722.7K0.0%GrowthLowSan Diego, CA2026-10-13
Shelton Wealth Management, LLC
3,787$679.1K0.3%GrowthMediumFort Worth, TX2026-10-16
Vontobel Holding Ltd.
3,772$676.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Corecam Pte. Ltd.
3,638$652.1K0.3%ETFMediumSingapore, Turkey2026-10-23
Realta Investment Advisors
3,618$648.8K0.2%GrowthMediumWilmington, DE2026-10-14
Anchyra Partners LLC
3,615$648.3K0.1%CoreLowAtlanta, GA2026-10-13
HUB Investment Partners, LLC
3,606$646.7K0.0%GrowthLowAustin, TX2026-11-03
Elevation Point Wealth Partners, LLC
3,560$638.5K0.0%CoreHighDenver, CO2026-11-05
Waldron Private Wealth LLC
3,247$582.3K0.0%ETFVery LowBridgeville, PA2026-11-02
Mirae Asset Global Investments Co., Ltd.
3,150$564.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
Integrity Alliance, Llc.
3,039$545.1K0.0%ETFMediumUrbandale, IA2026-10-29
Krilogy Financial LLC
2,893$562.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Wealth Enhancement Advisory Services, LLC
2,777$537.3K0.0%CoreLowPlymouth, MN2026-10-13
Waters Parkerson & Co., LLC
2,500$448.3K0.0%CoreVery LowNew Orleans, LA2026-11-04
Key Client Fiduciary Advisors, LLC
2,486$445.9K0.1%ValueMediumFairfield, NJ2026-10-19
Schneider Downs Wealth Management Advisors, LP
2,361$423.4K0.0%ETFVery LowPittsburgh, PA2026-10-27
Wespac Advisors, LLC
2,345$420.5K0.2%ETFHighOrinda, CA2026-10-26
Torrey Growth & Income Advisors
2,250$403.5K0.1%CoreMediumDel Mar, CA2026-11-04
Cardinal Point Capital Management ULC
2,225$398.9K0.0%ValueLowToronto, Australia2026-10-21
Cornerstone Wealth Management, LLC
2,169$389.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Client 1ST Advisory Group, LLC
2,009$360.3K0.1%ETFVery LowDunedin, FL2026-10-19
Walkner Condon Financial Advisors LLC
1,960$351.5K0.0%ETFLowVerona, WI2026-11-02
Concurrent Investment Advisors, LLC
1,937$347.4K0.0%GrowthMediumTampa, FL2026-10-16
Salem Investment Counselors Inc
1,845$330.9K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Vise Technologies, Inc.
1,839$329.7K0.0%IndexLowNew York, NY2026-10-29
Daiwa Securities Group Inc.
1,825$327.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Fiduciary Financial Group, LLC
1,813$325.1K0.0%ETFLowSan Rafael, CA2026-10-13
Rebalance, LLC
1,811$324.8K0.0%ETFVery LowPalo Alto, CA2026-10-22
Sovran Advisors, LLC
1,724$344.0K0.0%ETFMediumSan Diego, CA2026-11-02
Security National Bank
1,717$307.9K0.0%GrowthLowOmaha, NE2026-10-26
Parcion Private Wealth LLC
1,707$306.1K0.0%CoreMediumBellevue, WA2026-10-28
Plan Group Financial, LLC
1,650$330.1K0.1%ETFMediumOklahoma City, OK2026-10-22
Vanguard Capital Wealth Advisors
1,547$277.4K0.2%GrowthMediumDenver, CO2026-10-16
Parallel Advisors, LLC
1,534$275.1K0.0%IndexLowSan Francisco, CA2026-11-03
Mascagni Wealth Management, Inc.
1,518$272.2K0.2%ETFLowClinton, MS2026-10-23
Argyle Capital Partners, LLC
1,500$269.0K0.2%CoreLowLos Angeles, CA2026-10-23
SeaBridge Investment Advisors LLC
1,498$268.6K0.0%GrowthMediumSummit, NJ2026-11-02
KCM Investment Advisors LLC
1,457$261.3K0.0%CoreVery LowGreenbrae, CA2026-10-27
J. Safra Sarasin Holding AG
1,388$247.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Harel Insurance Investments & Financial Services Ltd.
1,330$2380.0%GrowthHighRamat Gan, Luxembourg2026-11-02
TruNorth Capital Management, LLC
1,300$233.1K0.0%ETFLowKalamazoo, MI2026-10-14
Avondale Wealth Management
1,263$226.5K0.1%ETFLowWest Lake Hills, TX2026-10-15
Symphony Financial, Ltd. Co.
1,194$214.9K0.0%GrowthLowHouston, TX2026-10-22
Prime Capital Investment Advisors, LLC
1,170$209.8K0.0%ETFLowOverland Park, KS2026-10-20
AdvisorNet Financial, Inc
1,144$226.3K0.0%ETFLowMinnetonka, MN2026-10-15
Kings Path Partners LLC
1,030$184.7K0.0%ETFVery LowSugar Land, TX2026-10-21
Armstrong Advisory Group, Inc
994$178.2K0.0%ETFHighNeedham, MA2026-10-09
Private Trust Co NA
844$151.4K0.0%CoreLowCleveland, OH2026-10-20
Signaturefd, LLC
713$127.9K0.0%IndexLowAtlanta, GA2026-10-23
Cassaday & Co Wealth Management LLC
622$111.5K0.0%ETFVery LowMclean, VA2026-10-27
TD Private Client Wealth LLC
615$110.3K0.0%ETFLowNew York, NY2026-10-28
Latitude Advisors, LLC
547$98.1K0.0%ETFLowYorkville, IL2026-10-27
EPG Wealth Management LLC
500$89.7K0.0%GrowthLowAtlanta, GA2026-11-03
Harbor Investment Advisory, LLC
500$89.7K0.0%GrowthLowLutherville, MD2026-10-13
Provident Wealth Management, LLC
455$81.6K0.0%ETFVery LowBrentwood, TN2026-10-20
North Star Investment Management Corp.
410$73.5K0.0%CoreLowChicago, IL2026-10-27
Turtle Creek Wealth Advisors, LLC
353$63.3K0.0%GrowthLowDallas, TX2026-10-15
Farther Finance Advisors, LLC
343$61.4K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
302$54.2K0.0%GrowthLowTampa, FL2026-10-16
CX Institutional
274$490.0%CoreMediumAuburn, IN2026-10-02
Ascentis Independent Advisors
255$45.7K0.0%ETFLowDallas, TX2026-11-03
Oakworth Capital, Inc.
227$40.7K0.0%ETFLowBirmingham, AL2026-10-26
Compass Financial Management LLC
223$40.1K0.0%CoreN/ATampa, FL2026-10-30
Abound Wealth Management
200$35.9K0.0%ETFVery LowFranklin, TN2026-10-26
Westside Investment Management, Inc.
200$35.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Lanark Financial, Inc.
200$35.8K0.0%CoreMediumBirmingham, AL2026-10-26
Chilton Capital Management LLC
168$30.1K0.0%GrowthMediumHouston, TX2026-10-28
Canton Hathaway, LLC
149$26.7K0.0%ValueLowProvidence, RI2026-10-23
Signature Equity Partners, LLC
129$23.1K0.0%GrowthMediumColumbus, OH2026-10-29
Beacon Investment Advisory Services, Inc.
125$22.4K0.0%GrowthLowMorristown, NJ2026-10-13
Archer Investment Corp
121$21.7K0.0%CoreMediumCarmel, IN2026-11-05
Atlantic Edge Private Wealth Management, LLC
100$17.9K0.0%CoreLowJacksonville, FL2026-10-20
Assetmark, Inc
100$17.9K0.0%ETFLowConcord, CA2026-10-21
Capital Investment Advisory Services, LLC
97$17.4K0.0%CoreMediumRaleigh, NC2026-10-30
EverSource Wealth Advisors, LLC
74$13.3K0.0%CoreMediumBirmingham, AL2026-11-04
Rydar Equities, Inc.
67$12.6K0.0%CoreVery LowWeatherford, TX2026-10-13
Angeles Wealth Management, LLC
51$9.1K0.0%ETFLowSanta Monica, CA2026-10-26
Pacific Center for Financial Services
40$7.1K0.0%ETFMediumDanville, CA2026-10-15
Smallwood Wealth Investment Management, LLC
38$6.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Gen-Wealth Partners Inc
35$6.3K0.0%CoreLowZeeland, MI2026-11-04
GoalVest Advisory LLC
31$5.6K0.0%ETFMediumNew York, NY2026-10-02
Networth Advisors, LLC
31$5.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Redwood Park Advisors LLC
30$5.4K0.0%ETFVery LowRedwood City, CA2026-11-02
Cape Investment Advisory, Inc.
28$5.0K0.0%ETFLowMcdonough, GA2026-10-13
Ulland Investment Advisors, LLC
25$40.0%GrowthVery LowMinneapolis, MN2026-10-13
Pension & Wealth Management Advisors, Inc.
25$4.5K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
20$3.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Quest 10 Wealth Builders, Inc.
14$2.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
AlphaCore Capital LLC
13$2.3K0.0%ETFLowLa Jolla, CA2026-11-04
Murphy & Mullick Capital Management Corp
10$1.8K0.0%GrowthLowSmithtown, NY2026-11-02
Trust Co of Vermont
9$1.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Your Advocates Ltd., LLP
7$1.3K0.0%ETFLowHouston, TX2026-11-03
Harbor Asset Planning, Inc.
4$7500.0%ETFVery LowBelmont, MA2026-10-23
Nemes Rush Group LLC
3$5380.0%CoreVery LowNovi, MI2026-11-04
Cranbrook Wealth Management, LLC
2$2750.0%ETFVery LowBloomfield Hills, MI2026-10-28
Kingdom Financial Group Llc.
1$2370.0%ETFMediumPeoria, AZ2026-11-04
Valley Wealth Managers, Inc.
1$1740.0%GARPMediumParamus, NJ2026-10-09