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Samsara Inc (IOT)

CUSIP: 79589L106 | NYSE | Technology · Software - Infrastructure | Large Cap | 1125 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/ABaillie Gifford & Co53,827,98014.2%New 5%+ stakeSep 30, 202692d ahead of 13F (56,358,374 sh) · −2,530,394
13G/ABaillie Gifford & Co53,827,980
14.2% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (56,358,374 sh) · −2,530,394

Institutional Holders — Q3 2026

Jordan Park Trust Co LLC4,112,232
93.8% of portfolio›$156.8M
Pictet Asset Management Holding SA2,660,574
0.1% of portfolio›$101.4M
Daiwa Securities Group Inc.1,581,497
0.1% of portfolio›$60.3M
TimesSquare Capital Management, LLC1,248,893
0.8% of portfolio›$47.6M
Bank of New York Mellon Corp1,078,664
0.0% of portfolio›$41.1M
Dimensional Fund Advisors LP896,566
0.0% of portfolio›$34.2M
Exchange Traded Concepts, LLC889,517
0.1% of portfolio›$33.9M
Congress Asset Management Co844,722
0.2% of portfolio›$32.2M
GC Wealth Management RIA, LLC793,097
1.5% of portfolio›$30.2M
Zevenbergen Capital Investments LLC734,237
0.6% of portfolio›$28.0M
Sumitomo Mitsui Trust Group, Inc.666,778
0.0% of portfolio›$25.4M
Loftus Peak Pty Ltd529,271
2.6% of portfolio›$20.2M
Mitsubishi UFJ Asset Management Co., Ltd.522,814
0.0% of portfolio›$19.9M
Allspring Global Investments Holdings, LLC486,814
0.0% of portfolio›$19.5M
Capital Investment Services of America, Inc.471,593
1.6% of portfolio›$18.0M
Robeco Schweiz AG359,500
0.2% of portfolio›$13.7M
Citigroup Inc296,283
0.0% of portfolio›$11.3M
Wealth Enhancement Advisory Services, LLC283,045
0.0% of portfolio›$11.7M
DekaBank Deutsche Girozentrale280,211
0.0% of portfolio›$10.8K
Wasatch Advisors LP184,633
0.1% of portfolio›$7.0M
Virginia Retirement Systems ET Al178,173
0.0% of portfolio›$6.8M
Kornitzer Capital Management Inc177,370
0.1% of portfolio›$6.8M
Wealth Dimensions Group, Ltd.160,011
1.0% of portfolio›$6.1M
Slow Capital, Inc.143,164
0.6% of portfolio›$5.5M
Asset Management One Co., Ltd.132,958
0.0% of portfolio›$5.1M
MacKenzie Financial Corp129,700
0.0% of portfolio›$4.9M
Fjarde Ap-Fonden TH Swedish National Pension Fund119,651
0.0% of portfolio›$4.6M
Inspire Investing, LLC115,515
0.2% of portfolio›$4.4M
State of New Jersey Common Pension Fund D115,291
0.0% of portfolio›$4.4M
Royal Fund Management, LLC114,500
0.3% of portfolio›$4.4M
Creative Planning106,394
0.0% of portfolio›$4.1M
SEB Asset Management AB105,035
0.0% of portfolio›$4.0M
Mn Services Vermogensbeheer B.V.101,997
0.0% of portfolio›$3.9K
Catalyst Private Wealth, LLC99,561
1.6% of portfolio›$3.8M
Arizona State Retirement System97,914
0.0% of portfolio›$3.7M
Calamos Advisors LLC97,096
0.0% of portfolio›$3.7M
KBC Group NV97,018
0.0% of portfolio›$3.7K
RFG Advisory, LLC89,960
0.0% of portfolio›$3.4M
Paragon Capital Management Ltd83,389
0.6% of portfolio›$3.2M
Xponance LLC80,727
0.0% of portfolio›$3.1M
IFM Investors Pty Ltd78,655
0.0% of portfolio›$3.0M
Assetmark, Inc75,951
0.0% of portfolio›$2.9M
Hanson & Doremus Investment Management73,543
0.0% of portfolio›$2.8K
Diversify Wealth Management, LLC68,450
0.0% of portfolio›$2.9M
Diversify Advisory Services, LLC68,450
0.0% of portfolio›$2.9M
OpenArc Corporate Advisory, LLC61,184
0.0% of portfolio›$2.3M
Alps Advisors Inc60,889
0.0% of portfolio›$2.3M
Gateway Investment Advisers LLC60,716
0.0% of portfolio›$2.3M
Swiss Life Asset Management Ltd53,514
0.0% of portfolio›$2.0M
Swedbank AB53,087
0.0% of portfolio›$2.0M
Oppenheimer Asset Management Inc.50,047
0.0% of portfolio›$1.9M
Globalt Investments LLC / GA47,643
0.1% of portfolio›$1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd43,817
0.0% of portfolio›$1.7M
TrueMark Investments, LLC43,414
0.2% of portfolio›$1.7M
Fifth Third Bancorp42,405
0.0% of portfolio›$1.6M
Malaga Cove Capital, LLC40,906
0.5% of portfolio›$1.6M
Truist Financial Corp40,878
0.0% of portfolio›$1.6M
OP Asset Management Ltd40,241
0.0% of portfolio›$1.5M
Mass General Brigham, Inc39,772
0.3% of portfolio›$1.5M
Candriam S.C.A.37,834
0.0% of portfolio›$1.4M
Mission Wealth Management, LP36,149
0.0% of portfolio›$1.4M
Apollon Wealth Management, LLC34,924
0.0% of portfolio›$1.3M
Fulcrum Asset Management LLP32,007
0.1% of portfolio›$1.2M
Harbour Capital Advisors, LLC31,460
0.2% of portfolio›$1.2M
Lido Advisors, LLC31,089
0.0% of portfolio›$1.2M
Kieckhefer Group LLC30,000
0.5% of portfolio›$1.1M
Sterling Capital Management LLC29,285
0.0% of portfolio›$1.1M
Atria Investments, Inc29,158
0.0% of portfolio›$1.1M
Achmea Investment Management B.V.27,965
0.0% of portfolio›$1.1M
Essex Investment Management Co LLC26,735
0.2% of portfolio›$1.0M
Regions Financial Corp26,322
0.0% of portfolio›$1.0M
Gulf International Bank (UK) Ltd26,226
0.0% of portfolio›$999
Vontobel Holding Ltd.26,055
0.0% of portfolio›$993.5K
Prosperity Financial Group, Inc.25,813
0.3% of portfolio›$984.3K
Prospera Financial Services Inc25,357
0.0% of portfolio›$1.1M
Oak Harvest Investment Services25,000
0.1% of portfolio›$953.3K
Amalgamated Bank24,836
0.0% of portfolio›$947
ABN Amro Investment Solutions23,770
0.0% of portfolio›$906.4K
Rakuten Investment Management, Inc.23,310
0.0% of portfolio›$885.1K
Raiffeisen Bank International AG22,484
0.0% of portfolio›$853.7K
Assenagon Asset Management S.A.21,678
0.0% of portfolio›$826.6K
Gerber Kawasaki Wealth & Investment Management21,278
0.0% of portfolio›$811.3K
Fideuram Asset Management (Ireland) dac21,252
0.0% of portfolio›$819.3K
Park Avenue Securities LLC20,988
0.0% of portfolio›$800
Caitong International Asset Management Co., Ltd20,395
0.1% of portfolio›$777.7K
Perigon Wealth Management, LLC20,216
0.0% of portfolio›$770.8K
BI Asset Management Fondsmaeglerselskab A/S19,245
0.0% of portfolio›$734
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,096
0.0% of portfolio›$728.1K
Seelaus Asset Management LLC18,909
0.5% of portfolio›$721.0K
Fort Washington Investment Advisors Inc18,210
0.0% of portfolio›$694.3K
Avior Wealth Management, LLC18,005
0.0% of portfolio›$686.5K
CIBC Asset Management Inc17,476
0.0% of portfolio›$666.4K
TD Private Client Wealth LLC16,489
0.0% of portfolio›$628.7K
Citizens Financial Group Inc15,989
0.0% of portfolio›$609.7K
Gibbs Wealth Management15,724
0.1% of portfolio›$599.6K
Juncture Wealth Strategies, LLC15,640
0.2% of portfolio›$596.4K
Aware Super Pty Ltd as trustee of Aware Super15,000
0.0% of portfolio›$572.0K
Oak Thistle LLC14,994
0.1% of portfolio›$571.7K
Jackson Creek Investment Advisors LLC14,490
0.0% of portfolio›$553
Archer Investment Management, LLC14,010
0.2% of portfolio›$534.2K
AGP Franklin, LLC14,002
0.2% of portfolio›$533.9K
Harel Insurance Investments & Financial Services Ltd.13,997
0.0% of portfolio›$530
UniSuper Management Pty Ltd13,958
0.0% of portfolio›$532.2K
Blue Trust, Inc.13,259
0.0% of portfolio›$505.6K
US Bancorp \de\13,204
0.0% of portfolio›$503.5K
AlphaCore Capital LLC13,152
0.0% of portfolio›$501.5K
Sheets Smith Wealth Management13,002
0.1% of portfolio›$495.8K
PensionDanmark Pensionsforsikringsaktieselskab12,994
0.0% of portfolio›$495.5K
Portside Wealth Group, LLC12,882
0.1% of portfolio›$491.2K
Plato Investment Management Ltd12,596
0.0% of portfolio›$482.2K
E. Ohman J:or Asset Management AB12,347
0.0% of portfolio›$470.8K
Legal Advantage Investments, Inc.12,000
0.1% of portfolio›$457.6K
Alliance Wealth Advisors, LLC11,924
0.1% of portfolio›$454.7K
Ethic Inc.11,273
0.0% of portfolio›$429.8K
Bank Julius Baer & Co. Ltd, Zurich11,178
0.0% of portfolio›$425.7K
Motley Fool Asset Management LLC10,959
0.0% of portfolio›$417.9K
Retirement Planning Co of New England, Inc.10,919
0.2% of portfolio›$416.3K
iA Global Asset Management Inc.10,770
0.0% of portfolio›$411
North Dakota State Investment Board10,567
0.0% of portfolio›$402.9K
Cambridge Investment Research Advisors, Inc.10,566
0.0% of portfolio›$403
Capstone Capital Management Ltd10,117
0.2% of portfolio›$385.8K
Yorktown Management & Research Co Inc10,100
0.3% of portfolio›$385.1K
Tokio Marine Asset Management Co LTD10,000
0.0% of portfolio›$381.3K
Profund Advisors LLC9,855
0.0% of portfolio›$375.8K
Impact Investors, Inc9,676
0.6% of portfolio›$368.9K
IFP Advisors, Inc9,224
0.0% of portfolio›$351.7K
Elevation Point Wealth Partners, LLC9,071
0.0% of portfolio›$345.9K
Signaturefd, LLC8,987
0.0% of portfolio›$342.7K
Praxis Investment Management Inc8,241
0.0% of portfolio›$314
Mirae Asset Global Investments Co., Ltd.8,192
0.0% of portfolio›$312.4K
Post Resch Tallon Group Inc.7,950
0.2% of portfolio›$303.1K
Vise Technologies, Inc.7,940
0.0% of portfolio›$302.8K
Wilmington Savings Fund Society, FSB7,822
0.0% of portfolio›$298.3K
Independent Financial Group, LLC7,243
0.0% of portfolio›$276.2K
Cornerstone Wealth Management, LLC7,175
0.0% of portfolio›$273.6K
B. Metzler seel. Sohn & Co. AG7,065
0.0% of portfolio›$269.4K
Carnegie Investment Counsel6,820
0.0% of portfolio›$260.0K
Provenance Wealth Advisors, LLC6,766
0.0% of portfolio›$258.0K
Ag2r LA Mondiale Gestion D'actifs6,569
0.0% of portfolio›$250.5K
Balefire, LLC6,395
0.0% of portfolio›$243.8K
Kestra Advisory Services, LLC5,839
0.0% of portfolio›$222.6K
Compound Planning, Inc.5,805
0.0% of portfolio›$221.3K
SBI Securities Co., Ltd.5,667
0.0% of portfolio›$216.1K
Commonwealth Equity Services, LLC5,475
0.0% of portfolio›$208.8K
Sowell Financial Services LLC5,286
0.0% of portfolio›$201.6K
Corundum Group, Inc.5,279
0.1% of portfolio›$201.3K
Wedmont Private Capital4,994
0.0% of portfolio›$205.9K
Strs Ohio4,897
0.0% of portfolio›$186.7K
Axxion S.A.4,840
0.0% of portfolio›$184.5K
Parallel Advisors, LLC4,723
0.0% of portfolio›$180.1K
Nisa Investment Advisors, LLC4,540
0.0% of portfolio›$173.1K
Nemes Rush Group LLC3,763
0.0% of portfolio›$143.5K
Gamma Investing LLC3,502
0.0% of portfolio›$133.5K
Pinnacle Wealth Planning Services, Inc.3,011
0.0% of portfolio›$114.8K
ASR Vermogensbeheer N.V.2,916
0.0% of portfolio›$111.2K
Elevation Wealth Partners, LLC2,805
0.0% of portfolio›$107.0K
GK Wealth Management LLC2,721
0.1% of portfolio›$103.8K
Farther Finance Advisors, LLC2,572
0.0% of portfolio›$98.1K
Covestor Ltd2,225
0.0% of portfolio›$85
Bokf, NA2,148
0.0% of portfolio›$81.9K
CX Institutional2,096
0.0% of portfolio›$80
Montag A & Associates Inc1,686
0.0% of portfolio›$64.3K
Westwind Capital1,676
0.0% of portfolio›$64
Rakuten Securities, Inc.1,617
0.0% of portfolio›$61.7K
Versant Capital Management, Inc1,549
0.0% of portfolio›$59.1K
Birch Financial Group, LLC1,527
0.0% of portfolio›$58.2K
Leonteq Securities AG1,459
0.0% of portfolio›$55.6K
Livforsakringsbolaget Skandia, Omsesidigt1,400
0.0% of portfolio›$53.4K
GGM Financial LLC1,379
0.0% of portfolio›$52.6K
Meriwether Wealth & Planning, LLC1,350
0.0% of portfolio›$51.5K
Larson Financial Group LLC1,111
0.0% of portfolio›$42.4K
Parkside Financial Bank & Trust877
0.0% of portfolio›$33.4K
TD Waterhouse Canada Inc.792
0.0% of portfolio›$31.7K
V-Square Quantitative Management LLC749
0.0% of portfolio›$28.6K
Salomon & Ludwin, LLC745
0.0% of portfolio›$28.4K
EverSource Wealth Advisors, LLC682
0.0% of portfolio›$26.0K
MassMutual Private Wealth & Trust, FSB680
0.0% of portfolio›$25.9K
Ulland Investment Advisors, LLC630
0.0% of portfolio›$24
Root Financial Partners, LLC603
0.0% of portfolio›$23.0K
Keystone Financial Group, Inc.600
0.0% of portfolio›$22.9K
Buck Wealth Strategies, LLC534
0.0% of portfolio›$20.4K
Financially Speaking Inc500
0.0% of portfolio›$19.1K
Cassaday & Co Wealth Management LLC435
0.0% of portfolio›$16.6K
Owl Creek Wealth Partners LLC430
0.0% of portfolio›$16.4K
Reyes Financial Architecture, Inc.396
0.0% of portfolio›$15.1K
Mosley Wealth Management331
0.0% of portfolio›$14.1K
Private Trust Co NA297
0.0% of portfolio›$11.3K
James T. Borello RIA285
0.0% of portfolio›$10.9K
Ascentis Independent Advisors260
0.0% of portfolio›$9.9K
Mather Group, Llc.222
0.0% of portfolio›$8.4K
Spire Wealth Management207
0.0% of portfolio›$7.9K
Catalyst Capital Advisors LLC200
0.0% of portfolio›$7.6K
Compass Financial Management LLC189
0.0% of portfolio›$7.2K
Fairscale Capital, LLC183
0.0% of portfolio›$7.7K
Rossby Financial, LCC178
0.0% of portfolio›$6.8K
North Star Investment Management Corp.174
0.0% of portfolio›$6.6K
SJS Investment Consulting Inc.164
0.0% of portfolio›$6.3K
Silver Grove Financial Group, Inc.158
0.0% of portfolio›$6.0K
Fortitude Family Office, LLC153
0.0% of portfolio›$5.8K
Avion Wealth150
0.0% of portfolio›$5
Private Wealth Management Group, LLC150
0.0% of portfolio›$5.7K
Physician Wealth Advisors, Inc.144
0.0% of portfolio›$5.5K
Clayton Financial Group LLC136
0.0% of portfolio›$5.2K
Cromwell Holdings LLC127
0.0% of portfolio›$4.8K
Hughes Financial Services, LLC127
0.0% of portfolio›$5.3K
Marquette Asset Management, LLC124
0.0% of portfolio›$4.7K
True Wealth Design, LLC122
0.0% of portfolio›$4.7K
Manchester Capital Management LLC115
0.0% of portfolio›$4.4K
Dhjj Financial Advisors, Ltd.100
0.0% of portfolio›$3.8K
Bell Investment Advisors, Inc99
0.0% of portfolio›$3.8K
Lanark Financial, Inc.98
0.0% of portfolio›$3.7K
Signature Equity Partners, LLC98
0.0% of portfolio›$3.7K
Toth Financial Advisory Corp93
0.0% of portfolio›$3.5K
Cape Investment Advisory, Inc.91
0.0% of portfolio›$3.5K
JFS Wealth Advisors, LLC82
0.0% of portfolio›$3.1K
Elyxium Wealth, LLC71
0.0% of portfolio›$2.7K
MV Capital Management, Inc.67
0.0% of portfolio›$2.6K
Planning Strategies Inc.66
0.0% of portfolio›$2.5K
GHP Investment Advisors, Inc.65
0.0% of portfolio›$2.5K
Financial Network Wealth Advisors LLC49
0.0% of portfolio›$1.9K
UMB Private Wealth Management, LLC46
0.0% of portfolio›$1.8K
Latitude Advisors, LLC45
0.0% of portfolio›$1.7K
American Capital Advisory, LLC45
0.0% of portfolio›$1.7K
Burk Holdings LLC43
0.0% of portfolio›$1.6K
Bay Harbor Wealth Management, LLC40
0.0% of portfolio›$1.5K
Tradewinds Capital Management, LLC40
0.0% of portfolio›$1.5K
Wilkerson Advisory Group LLC26
0.0% of portfolio›$991
DiNuzzo Private Wealth, Inc.26
0.0% of portfolio›$992
WPG Advisers, LLC25
0.0% of portfolio›$953
Sunrise Financial Services, LLC24
0.0% of portfolio›$915
DecisionPoint Financial, LLC21
0.0% of portfolio›$841
Quaker Wealth Management, LLC21
0.0% of portfolio›$801
Creative Capital Management Investments LLC19
0.0% of portfolio›$724
Albion Financial Group17
0.0% of portfolio›$630
Davis Capital Management16
0.0% of portfolio›$610
Align Financial, LLC16
0.0% of portfolio›$610
Trust Co of Vermont15
0.0% of portfolio›$572
Capital Advisors, Ltd. LLC14
0.0% of portfolio›$1
CoreCap Advisors, LLC14
0.0% of portfolio›$534
Center for Financial Planning, Inc.8
0.0% of portfolio›$305
Financial Consulate, Inc7
0.0% of portfolio›$267
Abound Wealth Management6
0.0% of portfolio›$229
3 Factor Indexing, LLC5
0.0% of portfolio›$191
Godsey & Gibb, Inc4
0.0% of portfolio›$153
Essential Partners LLC4
0.0% of portfolio›$153
Nfsg Corp3
0.0% of portfolio›$114
Monetary Solutions, Ltd3
0.0% of portfolio›$114
StrongBox Wealth, LLC3
0.0% of portfolio›$114
Gilpin Wealth Management, LLC2
0.0% of portfolio›$77
Maryland Capital Advisors Inc.1
0.0% of portfolio›$39
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Jordan Park Trust Co LLC
4,112,232$156.8M93.8%Agg GrowthVery LowPortsmouth, NH2026-10-19
Pictet Asset Management Holding SA
2,660,574$101.4M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Daiwa Securities Group Inc.
1,581,497$60.3M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
TimesSquare Capital Management, LLC
1,248,893$47.6M0.8%GrowthMediumNew York, NY2026-11-03
Bank of New York Mellon Corp
1,078,664$41.1M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
896,566$34.2M0.0%IndexLowAustin, TX2026-11-04
Exchange Traded Concepts, LLC
889,517$33.9M0.1%GrowthMediumOklahoma City, OK2026-10-28
Congress Asset Management Co
844,722$32.2M0.2%GrowthMediumBoston, MA2026-10-06
GC Wealth Management RIA, LLC
793,097$30.2M1.5%GrowthMediumCambridge, MA2026-11-02
Zevenbergen Capital Investments LLC
734,237$28.0M0.6%Agg GrowthMediumEdmonds, WA2026-10-08
Sumitomo Mitsui Trust Group, Inc.
666,778$25.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Loftus Peak Pty Ltd
529,271$20.2M2.6%Agg GrowthN/ASydney, China2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
522,814$19.9M0.0%IndexVery LowTokyo, Mexico2026-11-05
Allspring Global Investments Holdings, LLC
486,814$19.5M0.0%CoreMediumCharlotte, NC2026-11-04
Capital Investment Services of America, Inc.
471,593$18.0M1.6%GrowthLowMilwaukee, WI2026-11-02
Robeco Schweiz AG
359,500$13.7M0.2%GrowthMediumZurich, Switzerland2026-10-23
Citigroup Inc
296,283$11.3M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
283,045$11.7M0.0%CoreLowPlymouth, MN2026-10-13
DekaBank Deutsche Girozentrale
280,211$10.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Wasatch Advisors LP
184,633$7.0M0.1%GARPMediumSalt Lake City, UT2026-10-13
Virginia Retirement Systems ET Al
178,173$6.8M0.0%CoreMediumRichmond, VA2026-10-28
Kornitzer Capital Management Inc
177,370$6.8M0.1%CoreLowShawnee Mission, KS2026-11-03
Wealth Dimensions Group, Ltd.
160,011$6.1M1.0%ETFLowCincinnati, OH2026-11-02
Slow Capital, Inc.
143,164$5.5M0.6%Agg GrowthLowGreenbrae, CA2026-10-23
Asset Management One Co., Ltd.
132,958$5.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
MacKenzie Financial Corp
129,700$4.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
119,651$4.6M0.0%GrowthLowStockholm, Sweden2026-10-15
Inspire Investing, LLC
115,515$4.4M0.2%GARPHighMeridian, ID2026-10-22
State of New Jersey Common Pension Fund D
115,291$4.4M0.0%CoreLowTrenton, NJ2026-11-05
Royal Fund Management, LLC
114,500$4.4M0.3%GrowthMediumLady Lake, FL2026-10-22
Creative Planning
106,394$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
SEB Asset Management AB
105,035$4.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Mn Services Vermogensbeheer B.V.
101,997$3.9K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Catalyst Private Wealth, LLC
99,561$3.8M1.6%ETFVery LowSan Mateo, CA2026-10-13
Arizona State Retirement System
97,914$3.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Calamos Advisors LLC
97,096$3.7M0.0%GrowthMediumNaperville, IL2026-11-02
KBC Group NV
97,018$3.7K0.0%CoreMediumBrussels, Czech Republic2026-10-22
RFG Advisory, LLC
89,960$3.4M0.0%ETFMediumBirmingham, AL2026-11-03
Paragon Capital Management Ltd
83,389$3.2M0.6%CoreVery LowDenver, CO2026-10-09
Xponance LLC
80,727$3.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
IFM Investors Pty Ltd
78,655$3.0M0.0%IndexVery LowMelbourne, China2026-10-14
Assetmark, Inc
75,951$2.9M0.0%ETFLowConcord, CA2026-10-21
Hanson & Doremus Investment Management
73,543$2.8K0.0%CoreVery LowBurlington, VT2026-10-16
Diversify Wealth Management, LLC
68,450$2.9M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
68,450$2.9M0.0%GrowthLowSandy, UT2026-10-20
OpenArc Corporate Advisory, LLC
61,184$2.3M0.0%GrowthLowAtlanta, GA2026-10-21
Alps Advisors Inc
60,889$2.3M0.0%YieldLowDenver, CO2026-11-03
Gateway Investment Advisers LLC
60,716$2.3M0.0%GrowthLowCincinnati, OH2026-10-13
Swiss Life Asset Management Ltd
53,514$2.0M0.0%CoreLowZurich, Switzerland2026-11-03
Swedbank AB
53,087$2.0M0.0%GrowthLowStockholm, Sweden2026-10-27
Oppenheimer Asset Management Inc.
50,047$1.9M0.0%CoreMediumNew York, NY2026-10-27
Globalt Investments LLC / GA
47,643$1.8M0.1%ETFLowAtlanta, GA2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
43,817$1.7M0.0%IndexVery LowTokyo, Mexico2026-10-20
TrueMark Investments, LLC
43,414$1.7M0.2%YieldHighChicago, IL2026-11-05
Fifth Third Bancorp
42,405$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Malaga Cove Capital, LLC
40,906$1.6M0.5%GrowthLowPv Estates, CA2026-10-23
Truist Financial Corp
40,878$1.6M0.0%CoreLowCharlotte, NC2026-10-30
OP Asset Management Ltd
40,241$1.5M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Mass General Brigham, Inc
39,772$1.5M0.3%Agg GrowthVery LowSomerville, MA2026-11-03
Candriam S.C.A.
37,834$1.4M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Mission Wealth Management, LP
36,149$1.4M0.0%ETFLowSanta Barbara, CA2026-10-15
Apollon Wealth Management, LLC
34,924$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Fulcrum Asset Management LLP
32,007$1.2M0.1%CoreMediumLondon, United Kingdom2026-11-04
Harbour Capital Advisors, LLC
31,460$1.2M0.2%GrowthLowTysons Corner, VA2026-10-13
Lido Advisors, LLC
31,089$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Kieckhefer Group LLC
30,000$1.1M0.5%Agg GrowthLowMequon, WI2026-10-13
Sterling Capital Management LLC
29,285$1.1M0.0%GARPMediumCharlotte, NC2026-10-22
Atria Investments, Inc
29,158$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Achmea Investment Management B.V.
27,965$1.1M0.0%CoreMediumZeist, Philippines2026-10-30
Essex Investment Management Co LLC
26,735$1.0M0.2%GrowthMediumBoston, MA2026-10-19
Regions Financial Corp
26,322$1.0M0.0%CoreLowBirmingham, AL2026-11-05
Gulf International Bank (UK) Ltd
26,226$9990.0%CoreVery LowLondon, United Kingdom2026-10-20
Vontobel Holding Ltd.
26,055$993.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Prosperity Financial Group, Inc.
25,813$984.3K0.3%GrowthMediumSan Ramon, CA2026-10-29
Prospera Financial Services Inc
25,357$1.1M0.0%CoreMediumDallas, TX2026-11-04
Oak Harvest Investment Services
25,000$953.3K0.1%GrowthMediumHouston, TX2026-10-20
Amalgamated Bank
24,836$9470.0%CoreVery LowNew York, NY2026-10-23
ABN Amro Investment Solutions
23,770$906.4K0.0%GrowthLowParis Cedex 008, India2026-10-21
Rakuten Investment Management, Inc.
23,310$885.1K0.0%ETFMediumTokyo, Mexico2026-10-30
Raiffeisen Bank International AG
22,484$853.7K0.0%GrowthMediumVienna, Chile2026-10-28
Assenagon Asset Management S.A.
21,678$826.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Gerber Kawasaki Wealth & Investment Management
21,278$811.3K0.0%ETFLowSanta Monica, CA2026-10-29
Fideuram Asset Management (Ireland) dac
21,252$819.3K0.0%CoreHighDublin 1, Lithuania2026-10-29
Park Avenue Securities LLC
20,988$8000.0%ETFMediumNew York, NY2026-10-26
Caitong International Asset Management Co., Ltd
20,395$777.7K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Perigon Wealth Management, LLC
20,216$770.8K0.0%GrowthLowSan Francisco, CA2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
19,245$7340.0%CoreMediumKobenhavn, Greece2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
19,096$728.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Seelaus Asset Management LLC
18,909$721.0K0.5%GrowthMediumChatham, NJ2026-10-14
Fort Washington Investment Advisors Inc
18,210$694.3K0.0%CoreLowCincinnati, OH2026-10-15
Avior Wealth Management, LLC
18,005$686.5K0.0%ETFMediumOmaha, NE2026-10-13
CIBC Asset Management Inc
17,476$666.4K0.0%GARPLowToronto, South Africa2026-11-05
TD Private Client Wealth LLC
16,489$628.7K0.0%ETFLowNew York, NY2026-10-28
Citizens Financial Group Inc
15,989$609.7K0.0%GrowthLowProvidence, RI2026-10-23
Gibbs Wealth Management
15,724$599.6K0.1%CoreLowAlpharetta, GA2026-10-22
Juncture Wealth Strategies, LLC
15,640$596.4K0.2%ETFLowScottsdale, AZ2026-10-06
Aware Super Pty Ltd as trustee of Aware Super
15,000$572.0K0.0%GrowthMediumSydney, China2026-10-30
Oak Thistle LLC
14,994$571.7K0.1%ValueVery HighNew York, NY2026-10-21
Jackson Creek Investment Advisors LLC
14,490$5530.0%ValueVery HighCastle Rock, CO2026-11-04
Archer Investment Management, LLC
14,010$534.2K0.2%ETFHighAustin, TX2026-10-13
AGP Franklin, LLC
14,002$533.9K0.2%GrowthMediumFranklin, TN2026-11-04
Harel Insurance Investments & Financial Services Ltd.
13,997$5300.0%GrowthHighRamat Gan, Luxembourg2026-11-02
UniSuper Management Pty Ltd
13,958$532.2K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Blue Trust, Inc.
13,259$505.6K0.0%ETFLowBrentwood, TN2026-10-15
US Bancorp \de\
13,204$503.5K0.0%IndexLowMinneapolis, MN2026-11-05
AlphaCore Capital LLC
13,152$501.5K0.0%ETFLowLa Jolla, CA2026-11-04
Sheets Smith Wealth Management
13,002$495.8K0.1%CoreLowWinston-Salem, NC2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
12,994$495.5K0.0%IndexLowCopenhagen O, Greece2026-10-19
Portside Wealth Group, LLC
12,882$491.2K0.1%CoreMediumProvo, UT2026-10-20
Plato Investment Management Ltd
12,596$482.2K0.0%CoreLowSydney, China2026-11-05
E. Ohman J:or Asset Management AB
12,347$470.8K0.0%GrowthMediumStockholm, Sweden2026-10-22
Legal Advantage Investments, Inc.
12,000$457.6K0.1%Agg GrowthLowLos Altos Hills, CA2026-10-13
Alliance Wealth Advisors, LLC
11,924$454.7K0.1%ETFHighCenterville, UT2026-10-28
Ethic Inc.
11,273$429.8K0.0%CoreLowNew York, NY2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
11,178$425.7K0.0%GrowthMediumZurich, Switzerland2026-10-29
Motley Fool Asset Management LLC
10,959$417.9K0.0%GrowthMediumAlexandria, VA2026-10-27
Retirement Planning Co of New England, Inc.
10,919$416.3K0.2%CoreLowWarwick, RI2026-10-15
iA Global Asset Management Inc.
10,770$4110.0%GrowthMediumQuebec, Austria2026-10-29
North Dakota State Investment Board
10,567$402.9K0.0%GrowthMediumBismarck, ND2026-10-27
Cambridge Investment Research Advisors, Inc.
10,566$4030.0%ETFLowFairfield, IA2026-11-02
Capstone Capital Management Ltd
10,117$385.8K0.2%GrowthVery HighHong Kong, South Korea2026-10-21
Yorktown Management & Research Co Inc
10,100$385.1K0.3%MomentumMediumForest, VA2026-10-28
Tokio Marine Asset Management Co LTD
10,000$381.3K0.0%GrowthLowTokyo, Mexico2026-10-26
Profund Advisors LLC
9,855$375.8K0.0%GrowthLowBethesda, MD2026-10-29
Impact Investors, Inc
9,676$368.9K0.6%ETFLowSan Francisco, CA2026-11-02
IFP Advisors, Inc
9,224$351.7K0.0%GrowthLowTampa, FL2026-10-16
Elevation Point Wealth Partners, LLC
9,071$345.9K0.0%CoreHighDenver, CO2026-11-05
Signaturefd, LLC
8,987$342.7K0.0%IndexLowAtlanta, GA2026-10-23
Praxis Investment Management Inc
8,241$3140.0%CoreLowGoshen, IN2026-11-03
Mirae Asset Global Investments Co., Ltd.
8,192$312.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Post Resch Tallon Group Inc.
7,950$303.1K0.2%ETFLowPittsford, NY2026-10-09
Vise Technologies, Inc.
7,940$302.8K0.0%IndexLowNew York, NY2026-10-29
Wilmington Savings Fund Society, FSB
7,822$298.3K0.0%CoreLowWilmington, DE2026-10-23
Independent Financial Group, LLC
7,243$276.2K0.0%GrowthLowSan Diego, CA2026-10-13
Cornerstone Wealth Management, LLC
7,175$273.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
B. Metzler seel. Sohn & Co. AG
7,065$269.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Carnegie Investment Counsel
6,820$260.0K0.0%CoreLowPepper Pike, OH2026-10-20
Provenance Wealth Advisors, LLC
6,766$258.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ag2r LA Mondiale Gestion D'actifs
6,569$250.5K0.0%GrowthLowParis, India2026-10-26
Balefire, LLC
6,395$243.8K0.0%ETFMediumDallas, TX2026-10-09
Kestra Advisory Services, LLC
5,839$222.6K0.0%CoreLowAustin, TX2026-11-02
Compound Planning, Inc.
5,805$221.3K0.0%CoreLowNew York, NY2026-11-05
SBI Securities Co., Ltd.
5,667$216.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Commonwealth Equity Services, LLC
5,475$208.8K0.0%ETFLowWaltham, MA2026-11-02
Sowell Financial Services LLC
5,286$201.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Corundum Group, Inc.
5,279$201.3K0.1%CoreLowColorado Springs, CO2026-10-28
Wedmont Private Capital
4,994$205.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Strs Ohio
4,897$186.7K0.0%CoreMediumColumbus, OH2026-10-30
Axxion S.A.
4,840$184.5K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Parallel Advisors, LLC
4,723$180.1K0.0%IndexLowSan Francisco, CA2026-11-03
Nisa Investment Advisors, LLC
4,540$173.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Nemes Rush Group LLC
3,763$143.5K0.0%CoreVery LowNovi, MI2026-11-04
Gamma Investing LLC
3,502$133.5K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
3,011$114.8K0.0%GARPLowMansfield, OH2026-10-27
ASR Vermogensbeheer N.V.
2,916$111.2K0.0%CoreLowUtrecht, Philippines2026-10-16
Elevation Wealth Partners, LLC
2,805$107.0K0.0%ETFLowWalnut Creek, CA2026-10-07
GK Wealth Management LLC
2,721$103.8K0.1%GARPVery HighReno, NV2026-10-09
Farther Finance Advisors, LLC
2,572$98.1K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
2,225$850.0%ValueHighLondon, United Kingdom2026-10-30
Bokf, NA
2,148$81.9K0.0%CoreLowTulsa, OK2026-10-27
CX Institutional
2,096$800.0%CoreMediumAuburn, IN2026-10-02
Montag A & Associates Inc
1,686$64.3K0.0%CoreLowAtlanta, GA2026-10-29
Westwind Capital
1,676$640.0%MomentumHighLas Cruces, NM2026-10-08
Rakuten Securities, Inc.
1,617$61.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Versant Capital Management, Inc
1,549$59.1K0.0%GARPLowPhoenix, AZ2026-10-02
Birch Financial Group, LLC
1,527$58.2K0.0%CoreLowKeene, NH2026-10-27
Leonteq Securities AG
1,459$55.6K0.0%CoreHighZurich, Switzerland2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
1,400$53.4K0.0%GrowthMediumStockholm, Sweden2026-10-21
GGM Financial LLC
1,379$52.6K0.0%ETFMediumColumbus, OH2026-11-05
Meriwether Wealth & Planning, LLC
1,350$51.5K0.0%ETFMediumMinden, LA2026-10-13
Larson Financial Group LLC
1,111$42.4K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
877$33.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Waterhouse Canada Inc.
792$31.7K0.0%CoreLowToronto, Australia2026-10-16
V-Square Quantitative Management LLC
749$28.6K0.0%CoreLowChicago, IL2026-10-15
Salomon & Ludwin, LLC
745$28.4K0.0%ETFVery LowRichmond, VA2026-10-29
EverSource Wealth Advisors, LLC
682$26.0K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
680$25.9K0.0%CoreLowSpringfield, MA2026-10-05
Ulland Investment Advisors, LLC
630$240.0%GrowthVery LowMinneapolis, MN2026-10-13
Root Financial Partners, LLC
603$23.0K0.0%ETFMediumEncinitas, CA2026-10-21
Keystone Financial Group, Inc.
600$22.9K0.0%ETFLowAtlanta, GA2026-10-13
Buck Wealth Strategies, LLC
534$20.4K0.0%ValueMediumDenver, CO2026-10-28
Financially Speaking Inc
500$19.1K0.0%ETFHighGreenwood Village, CO2026-11-05
Cassaday & Co Wealth Management LLC
435$16.6K0.0%ETFVery LowMclean, VA2026-10-27
Owl Creek Wealth Partners LLC
430$16.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Reyes Financial Architecture, Inc.
396$15.1K0.0%ETFVery HighSan Diego, CA2026-10-22
Mosley Wealth Management
331$14.1K0.0%ETFHighAnaheim, CA2026-10-16
Private Trust Co NA
297$11.3K0.0%CoreLowCleveland, OH2026-10-20
James T. Borello RIA
285$10.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Ascentis Independent Advisors
260$9.9K0.0%ETFLowDallas, TX2026-11-03
Mather Group, Llc.
222$8.4K0.0%ETFMediumChicago, IL2026-10-14
Spire Wealth Management
207$7.9K0.0%GrowthMediumMclean, VA2026-10-30
Catalyst Capital Advisors LLC
200$7.6K0.0%ETFVery LowSan Juan, PR2026-11-02
Compass Financial Management LLC
189$7.2K0.0%CoreN/ATampa, FL2026-10-30
Fairscale Capital, LLC
183$7.7K0.0%GrowthVery LowNashua, NH2026-11-04
Rossby Financial, LCC
178$6.8K0.0%ETFMediumMelbourne, FL2026-11-05
North Star Investment Management Corp.
174$6.6K0.0%CoreLowChicago, IL2026-10-27
SJS Investment Consulting Inc.
164$6.3K0.0%ETFVery LowSylvania, OH2026-10-26
Silver Grove Financial Group, Inc.
158$6.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Fortitude Family Office, LLC
153$5.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Avion Wealth
150$50.0%ETFLowThe Woodlands, TX2026-11-04
Private Wealth Management Group, LLC
150$5.7K0.0%ETFLowPrinceton, NJ2026-10-19
Physician Wealth Advisors, Inc.
144$5.5K0.0%ETFMediumMidvale, UT2026-10-20
Clayton Financial Group LLC
136$5.2K0.0%ETFLowSt. Louis, MO2026-10-13
Cromwell Holdings LLC
127$4.8K0.0%IndexLowJackson, WY2026-10-28
Hughes Financial Services, LLC
127$5.3K0.0%ETFLowHerndon, VA2026-10-30
Marquette Asset Management, LLC
124$4.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
True Wealth Design, LLC
122$4.7K0.0%ETFMediumAkron, OH2026-10-13
Manchester Capital Management LLC
115$4.4K0.0%CoreLowManchester, VT2026-10-22
Dhjj Financial Advisors, Ltd.
100$3.8K0.0%ETFVery LowNaperville, IL2026-10-23
Bell Investment Advisors, Inc
99$3.8K0.0%ETFVery LowOrinda, CA2026-10-29
Lanark Financial, Inc.
98$3.7K0.0%CoreMediumBirmingham, AL2026-10-26
Signature Equity Partners, LLC
98$3.7K0.0%GrowthMediumColumbus, OH2026-10-29
Toth Financial Advisory Corp
93$3.5K0.0%CoreLowLeesburg, VA2026-10-08
Cape Investment Advisory, Inc.
91$3.5K0.0%ETFLowMcdonough, GA2026-10-13
JFS Wealth Advisors, LLC
82$3.1K0.0%ETFVery LowHermitage, PA2026-11-03
Elyxium Wealth, LLC
71$2.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MV Capital Management, Inc.
67$2.6K0.0%ETFLowBethesda, MD2026-10-29
Planning Strategies Inc.
66$2.5K0.0%ETFN/ALancaster, PA2026-10-02
GHP Investment Advisors, Inc.
65$2.5K0.0%CoreVery LowDenver, CO2026-10-15
Financial Network Wealth Advisors LLC
49$1.9K0.0%ETFLowMurray, UT2026-10-28
UMB Private Wealth Management, LLC
46$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Latitude Advisors, LLC
45$1.7K0.0%ETFLowYorkville, IL2026-10-27
American Capital Advisory, LLC
45$1.7K0.0%ETFLowKetchum, ID2026-10-28
Burk Holdings LLC
43$1.6K0.0%ETFVery LowTulsa, OK2026-11-05
Bay Harbor Wealth Management, LLC
40$1.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Tradewinds Capital Management, LLC
40$1.5K0.0%ETFVery HighBellingham, WA2026-10-23
Wilkerson Advisory Group LLC
26$9910.0%ETFMediumColumbia, MO2026-10-20
DiNuzzo Private Wealth, Inc.
26$9920.0%ETFLowBeaver, PA2026-10-16
WPG Advisers, LLC
25$9530.0%CoreLowBaltimore, MD2026-10-27
Sunrise Financial Services, LLC
24$9150.0%ETFMediumBurien, WA2026-10-21
DecisionPoint Financial, LLC
21$8410.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
21$8010.0%ETFMediumMoorestown, NJ2026-10-22
Creative Capital Management Investments LLC
19$7240.0%ETFLowSan Diego, CA2026-10-28
Albion Financial Group
17$6300.0%GrowthLowSalt Lake City, UT2026-10-21
Davis Capital Management
16$6100.0%CoreLowJacksonville, FL2026-10-08
Align Financial, LLC
16$6100.0%ETFVery LowHermantown, MN2026-10-16
Trust Co of Vermont
15$5720.0%CoreVery LowBrattleboro, VT2026-10-21
Capital Advisors, Ltd. LLC
14$10.0%ETFLowShaker Heights, OH2026-10-27
CoreCap Advisors, LLC
14$5340.0%ETFMediumSouthfield, MI2026-10-08
Center for Financial Planning, Inc.
8$3050.0%ETFLowSouthfied, MI2026-10-26
Financial Consulate, Inc
7$2670.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
6$2290.0%ETFVery LowFranklin, TN2026-10-26
3 Factor Indexing, LLC
5$1910.0%ETFLowSacramento, CA2026-10-15
Godsey & Gibb, Inc
4$1530.0%CoreLowRichmond, VA2026-10-14
Essential Partners LLC
4$1530.0%ValueMediumRancho Santa Fe, CA2026-10-14
Nfsg Corp
3$1140.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Monetary Solutions, Ltd
3$1140.0%ETFVery LowDayton, OH2026-10-22
StrongBox Wealth, LLC
3$1140.0%GrowthLowLee'S Summit, MO2026-11-02
Gilpin Wealth Management, LLC
2$770.0%GrowthLowDenver, CO2026-10-09
Maryland Capital Advisors Inc.
1$390.0%ETFVery LowChester, MD2026-10-15
Lloyd Advisory Services, Llc.
0$110.0%ETFVery HighSuwanee, GA2026-11-02