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Sanofi (SNY)

CUSIP: 80105N105 | US | Healthcare · Drug Manufacturers - General | Large Cap | 2531 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/AAmundi68,832,0525.7%+180,148Sep 30, 2026No 13F filer matched
13G/AAmundi68,832,052
5.7% of class · Sep 30, 2026+180,148
No 13F filer matched

Institutional Holders — Q3 2026

Mondrian Investment Partners LTD5,652,139
4.3% of portfolio›$233.0M
Equity Investment Corp2,636,859
2.0% of portfolio›$108.7M
Davenport & Co LLC1,990,147
0.4% of portfolio›$81.8M
Todd Asset Management LLC681,878
0.5% of portfolio›$28.1M
Willis Investment Counsel602,300
1.3% of portfolio›$24.8M
Truist Financial Corp583,245
0.0% of portfolio›$24.0M
Pictet Asset Management Holding SA483,579
0.0% of portfolio›$19.7M
Creative Planning471,176
0.0% of portfolio›$19.4M
Grandfield & Dodd, LLC385,082
0.8% of portfolio›$15.9M
Bank of New York Mellon Corp349,625
0.0% of portfolio›$14.4M
Citigroup Inc295,098
0.0% of portfolio›$12.2M
Foundation Resource Management Inc273,667
1.2% of portfolio›$11.3M
Altrius Capital Management Inc254,678
1.9% of portfolio›$10.5M
Assetmark, Inc238,413
0.0% of portfolio›$9.8M
TD Waterhouse Canada Inc.215,365
0.0% of portfolio›$8.8M
Oppenheimer Asset Management Inc.210,489
0.1% of portfolio›$8.7M
Guardian Partners Inc.182,393
0.7% of portfolio›$7.5M
Dimensional Fund Advisors LP180,633
0.0% of portfolio›$7.4M
Nicholas Company, Inc.146,520
0.1% of portfolio›$6.0M
Ethic Inc.145,079
0.1% of portfolio›$6.0M
TrueMark Investments, LLC145,057
0.7% of portfolio›$6.0M
TD Private Client Wealth LLC144,657
0.1% of portfolio›$6.0M
Atria Investments, Inc143,750
0.1% of portfolio›$5.9M
Pzena Investment Management LLC113,396
0.0% of portfolio›$4.7M
Kornitzer Capital Management Inc110,062
0.1% of portfolio›$4.5M
CIBC Asset Management Inc103,460
0.0% of portfolio›$4.3M
Commonwealth Equity Services, LLC101,248
0.0% of portfolio›$4.2M
First Bank & Trust97,494
0.6% of portfolio›$4.0M
Sound Income Strategies, LLC92,404
0.2% of portfolio›$3.7M
Jefferies Financial Group Inc.90,116
0.1% of portfolio›$7.4M
Synergy Asset Management, LLC86,463
0.3% of portfolio›$3.6M
Cardinal Capital Management86,444
0.4% of portfolio›$3.6M
Baker Ellis Asset Management LLC81,376
0.4% of portfolio›$3.4M
American Assets Investment Management, LLC80,000
0.2% of portfolio›$3.3M
Catalyst Capital Advisors LLC79,028
0.1% of portfolio›$3.3M
US Bancorp \de\77,758
0.0% of portfolio›$3.2M
DCF Advisers, LLC75,000
0.7% of portfolio›$3.1M
Morguard Lincluden Global Investments Ltd74,502
0.0% of portfolio›$3.1K
Fulton Bank, N.A.73,009
0.1% of portfolio›$3.0M
Raleigh Capital Management Inc.69,856
0.9% of portfolio›$2.9M
Waterfront Wealth Inc.67,060
0.4% of portfolio›$2.8M
CWA Asset Management Group, LLC65,656
0.1% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC63,417
0.0% of portfolio›$2.6M
Kestra Advisory Services, LLC60,459
0.0% of portfolio›$2.5M
Vise Technologies, Inc.53,207
0.0% of portfolio›$2.2M
Verdence Capital Advisors LLC51,117
0.1% of portfolio›$2.1M
Old Port Advisors48,915
0.4% of portfolio›$2.0M
Euro Pacific Asset Management, LLC46,121
0.2% of portfolio›$1.9M
Park Avenue Securities LLC45,937
0.0% of portfolio›$1.9K
Walled Lake Planning & Wealth Management, LLC45,885
0.5% of portfolio›$1.9M
Ritholtz Wealth Management45,685
0.0% of portfolio›$1.9M
Glass Wealth Management Co LLC43,925
0.6% of portfolio›$1.8M
Augustine Asset Management Inc43,463
0.4% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.42,824
0.0% of portfolio›$1.8K
China Universal Asset Management Co., Ltd.39,336
0.1% of portfolio›$1.6M
Cascade Investment Advisors, Inc.37,378
0.9% of portfolio›$1.5M
Stablepoint Partners, LLC37,107
0.2% of portfolio›$1.5M
Aaron Wealth Advisors LLC37,039
0.1% of portfolio›$1.5M
Imc-Chicago, LLC36,782
0.0% of portfolio›$1.5M
MGO One Seven LLC36,116
0.0% of portfolio›$1.5M
Crossmark Global Holdings, Inc.35,629
0.0% of portfolio›$1.5M
Financial Solutions Advisory Group, Inc.34,031
0.2% of portfolio›$1.4M
Elevation Point Wealth Partners, LLC33,586
0.0% of portfolio›$1.4M
Fourpath Capital Management, LLC33,438
0.2% of portfolio›$1.4M
Lanark Financial, Inc.33,115
0.1% of portfolio›$1.4M
Keybank National Association31,335
0.0% of portfolio›$1.3M
Retirement Guys Formula LLC30,278
0.5% of portfolio›$1.2M
Gibbs Wealth Management29,885
0.1% of portfolio›$1.2M
Burford Brothers, Inc.28,953
0.4% of portfolio›$1.2M
Farther Finance Advisors, LLC27,606
0.0% of portfolio›$1.1M
Fifth Third Bancorp27,533
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC26,523
0.0% of portfolio›$1.1M
Choreo, LLC25,836
0.0% of portfolio›$1.1M
Bailard, Inc.25,750
0.0% of portfolio›$1.1M
Signaturefd, LLC25,115
0.0% of portfolio›$1.0M
Leo Wealth, LLC25,063
0.2% of portfolio›$1.0M
Nicholas Hoffman & Company, Llc.23,560
0.0% of portfolio›$971.4K
Probity Advisors, Inc.22,641
0.1% of portfolio›$933.5K
Keystone Financial Planning, Inc.21,872
0.2% of portfolio›$901.8K
Jamison Private Wealth Management, Inc.21,792
0.1% of portfolio›$898.5K
M Holdings Securities, Inc.21,716
0.0% of portfolio›$989
Richard C. Young & Co., Ltd.21,079
0.1% of portfolio›$869.1K
Evergreen Capital Management LLC20,079
0.0% of portfolio›$827.9K
Pavaki Capital Management LLC20,000
0.3% of portfolio›$824.6K
Concurrent Investment Advisors, LLC19,387
0.0% of portfolio›$799.3K
Mirae Asset Global Investments Co., Ltd.18,987
0.0% of portfolio›$782.8K
Regatta Capital Group, LLC18,718
0.1% of portfolio›$771.7K
HB Wealth Management, LLC17,986
0.0% of portfolio›$741.6K
Compound Planning, Inc.17,958
0.0% of portfolio›$740.4K
GC Wealth Management RIA, LLC17,192
0.0% of portfolio›$708.8K
Peoples Bank16,488
0.7% of portfolio›$679.8K
Investors Research Corp16,143
0.1% of portfolio›$665.6K
Apollon Wealth Management, LLC16,103
0.0% of portfolio›$663.9K
Profund Advisors LLC16,097
0.0% of portfolio›$663.7K
AlphaCentric Advisors LLC15,345
0.6% of portfolio›$632.7K
Code Waechter LLC15,087
0.3% of portfolio›$622.0K
NLB Skladi, upravljanje premozenja, d.o.o.14,740
0.0% of portfolio›$607.7K
V-Square Quantitative Management LLC14,561
0.1% of portfolio›$600.4K
Keudell ison Wealth Management14,544
0.1% of portfolio›$599.7K
Inlet Private Wealth, LLC14,300
0.1% of portfolio›$589.6K
D.A. Davidson & Co.14,298
0.0% of portfolio›$589.5K
Chiron Capital Management, LLC13,802
0.6% of portfolio›$569.1K
Lantz Financial LLC13,583
0.1% of portfolio›$560.0K
Sterling Capital Management LLC13,530
0.0% of portfolio›$557.8K
B. Riley Wealth Advisors, Inc.13,451
0.0% of portfolio›$554.6K
Asset One Wealth Management LLC13,185
0.0% of portfolio›$543.6K
Kathmere Capital Management, LLC12,700
0.0% of portfolio›$523.6K
Regions Financial Corp12,661
0.0% of portfolio›$522.0K
Kestra Private Wealth Services, LLC12,577
0.0% of portfolio›$518.6K
BKM Wealth Management, LLC12,418
0.2% of portfolio›$512.0K
GFS Advisors, LLC12,400
0.1% of portfolio›$511.0K
Mezzasalma Advisors, LLC12,320
0.1% of portfolio›$508.0K
Beacon Financial Group12,297
0.0% of portfolio›$507.0K
Abel Hall, LLC12,219
0.1% of portfolio›$503.8K
Portside Wealth Group, LLC11,772
0.1% of portfolio›$485.4K
IFP Advisors, Inc11,736
0.0% of portfolio›$483.9K
Cohen Investment Advisors LLC11,600
0.2% of portfolio›$478.3K
Manske Wealth Management11,098
0.1% of portfolio›$457.6K
OpenArc Corporate Advisory, LLC11,098
0.0% of portfolio›$457.6K
Legacy Capital Wealth Partners, LLC10,694
0.1% of portfolio›$440.9K
Courier Capital LLC10,668
0.0% of portfolio›$439.8K
Ignite Planners, LLC10,666
0.1% of portfolio›$618.4K
Advisortrust Partners, LLC10,658
0.1% of portfolio›$439.4K
Oppenheimer & Co Inc10,393
0.0% of portfolio›$428.5K
Navigation Group, LLC10,269
0.1% of portfolio›$423.4K
Ping Capital Management, Inc.10,000
0.1% of portfolio›$412.3K
Yousif Capital Management, LLC9,976
0.0% of portfolio›$411.3K
Parallel Advisors, LLC9,599
0.0% of portfolio›$395.8K
Naples Global Advisors, LLC9,553
0.0% of portfolio›$393.9K
Searle & Co.9,500
0.1% of portfolio›$391.7K
Colonial River Investments, LLC9,223
0.1% of portfolio›$380.3K
Raab & Moskowitz Asset Management LLC9,007
0.1% of portfolio›$371.4K
Sowell Financial Services LLC8,994
0.0% of portfolio›$370.8K
Versant Capital Management, Inc8,810
0.0% of portfolio›$363.2K
Parsons Capital Management Inc8,776
0.0% of portfolio›$361.8K
Ti-Trust, Inc8,733
0.2% of portfolio›$360.1K
New Wave Wealth Advisors LLC8,719
0.1% of portfolio›$341.1K
J.W. Cole Advisors, Inc.8,557
0.0% of portfolio›$352.8K
Wedbush Securities Inc8,538
0.0% of portfolio›$352
Genesis Private Wealth, LLC8,426
0.1% of portfolio›$347.4K
Axxcess Wealth Management, LLC8,316
0.0% of portfolio›$342.9K
First City Capital Management, Inc.8,270
0.2% of portfolio›$341.0K
Pinnacle Associates LTD8,228
0.0% of portfolio›$339.3K
Diversify Wealth Management, LLC8,223
0.0% of portfolio›$331.3K
Diversify Advisory Services, LLC8,223
0.0% of portfolio›$331.3K
Fiduciary Financial Group, LLC8,086
0.0% of portfolio›$333.4K
Focus Financial Network, Inc.7,950
0.0% of portfolio›$327.8K
Jeppson Wealth Management, LLC7,926
0.1% of portfolio›$326.8K
J.M. Arbour, LLC7,828
0.3% of portfolio›$322.7K
Pekin Hardy Strauss, Inc.7,737
0.0% of portfolio›$319.0K
Kentucky Trust Co7,710
0.2% of portfolio›$317.9K
Quadrant Capital Group LLC7,607
0.0% of portfolio›$297.6K
Laurel OAK Wealth Management, LLC7,565
0.0% of portfolio›$311.9K
ProShare Advisors LLC7,475
0.0% of portfolio›$308.2K
Prime Capital Investment Advisors, LLC7,443
0.0% of portfolio›$306.9K
Arista Wealth Management, LLC7,367
0.0% of portfolio›$303.7K
Net Worth Advisory Group7,279
0.1% of portfolio›$296.0K
Cherokee Insurance Co7,213
0.1% of portfolio›$297.4K
GF Fund Management Co. Ltd.7,202
0.0% of portfolio›$296.9K
Dynamic Advisor Solutions LLC7,054
0.0% of portfolio›$290.8K
Wynn Capital, LLC7,025
0.1% of portfolio›$289.6K
Paragon Private Wealth Management, LLC6,966
0.1% of portfolio›$287.2K
Private Trust Co NA6,947
0.0% of portfolio›$286.4K
Cooper Financial Group6,935
0.0% of portfolio›$285.9K
Sage Rhino Capital LLC6,883
0.0% of portfolio›$283.8K
RFG Advisory, LLC6,868
0.0% of portfolio›$283.2K
Trek Financial, LLC6,852
0.0% of portfolio›$282.5K
Eagle Rock Investment Company, LLC6,800
0.0% of portfolio›$280.4K
Gallacher Capital Management LLC6,777
0.2% of portfolio›$279.4K
Almanack Investment Partners, Llc.6,625
0.0% of portfolio›$273.1K
International Assets Investment Management, LLC6,613
0.0% of portfolio›$269.0K
Focused Alpha, LLC6,553
0.1% of portfolio›$270.2K
Independent Financial Group, LLC6,514
0.0% of portfolio›$268.6K
Florida Trust Wealth Management Co6,416
0.0% of portfolio›$264.5K
Avior Wealth Management, LLC6,412
0.0% of portfolio›$264.4K
Prospera Financial Services Inc6,347
0.0% of portfolio›$281.4K
Valeo Financial Advisors, LLC6,346
0.0% of portfolio›$261.7K
Capital Investment Advisory Services, LLC6,291
0.0% of portfolio›$259.2K
E&G Advisors, LLC6,198
0.0% of portfolio›$255.5K
StoneX Group Inc.6,155
0.0% of portfolio›$264.8K
Perigon Wealth Management, LLC6,128
0.0% of portfolio›$252.6K
Xponance LLC5,926
0.0% of portfolio›$244.3K
Alta Capital Management LLC/5,922
0.0% of portfolio›$244.2K
Old National Bancorp5,711
0.0% of portfolio›$235.5K
Lloyd Advisory Services, Llc.5,685
0.1% of portfolio›$234.4K
Trust Co of Vermont5,679
0.0% of portfolio›$234.1K
Gamma Investing LLC5,675
0.0% of portfolio›$234.0K
Central Trust Co5,635
0.0% of portfolio›$232.3K
Greenfield Seitz Capital Management, LLC5,595
0.1% of portfolio›$230.7K
Indivisible Partners5,548
0.0% of portfolio›$228.7K
First Affirmative Financial Network5,508
0.0% of portfolio›$227.1K
Mission Wealth Management, LP5,486
0.0% of portfolio›$226.2K
Jacobi Capital Management LLC5,408
0.0% of portfolio›$223.0K
FDx Advisors, Inc.5,361
0.0% of portfolio›$221
Frank, Rimerman Advisors LLC5,312
0.0% of portfolio›$219.0K
Sagespring Wealth Partners, LLC5,277
0.0% of portfolio›$217.6K
Analyst IMS Investment Management Services Ltd.5,208
0.0% of portfolio›$215
Pinnacle Wealth Planning Services, Inc.5,205
0.0% of portfolio›$214.6K
Lido Advisors, LLC5,161
0.0% of portfolio›$212.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,119
0.0% of portfolio›$211.1K
Intrua Financial, LLC5,100
0.0% of portfolio›$210.3K
Grove Bank & Trust5,000
0.0% of portfolio›$206.2K
Greenspring Advisors, LLC4,912
0.0% of portfolio›$202.5K
Kendall Capital Management4,910
0.0% of portfolio›$202.4K
HUB Investment Partners, LLC4,870
0.0% of portfolio›$200.8K
LVW Advisors, LLC4,865
0.0% of portfolio›$200.6K
Archer Investment Corp4,072
0.0% of portfolio›$167.9K
Central Pacific Bank - Trust Division4,050
0.0% of portfolio›$167.0K
Hilltop National Bank3,858
0.0% of portfolio›$159.1K
Valley National Advisers Inc3,796
0.0% of portfolio›$156.5K
Hara Capital LLC3,388
0.1% of portfolio›$139.7K
Cromwell Holdings LLC3,262
0.1% of portfolio›$134.5K
EverSource Wealth Advisors, LLC2,718
0.0% of portfolio›$112.1K
First Command Advisory Services, Inc.2,505
0.0% of portfolio›$103.3K
Parkside Financial Bank & Trust2,351
0.0% of portfolio›$96.9K
Provenance Wealth Advisors, LLC2,322
0.0% of portfolio›$95.7K
Manchester Capital Management LLC2,312
0.0% of portfolio›$95.3K
Hilton Head Capital Partners, LLC2,243
0.1% of portfolio›$92.5K
Quintet Private Bank (Europe) S.A.2,050
0.0% of portfolio›$84.5K
Indiana Trust & Investment Management Co1,848
0.0% of portfolio›$76.2K
Cullen T Bankers, Inc.1,835
0.0% of portfolio›$75.7K
Spire Wealth Management1,823
0.0% of portfolio›$75.2K
Jnba Financial Advisors1,773
0.0% of portfolio›$73.1K
Salomon & Ludwin, LLC1,668
0.0% of portfolio›$68.8K
Caldwell Trust Co1,661
0.0% of portfolio›$68.5K
Larson Financial Group LLC1,541
0.0% of portfolio›$63.6K
Mather Group, Llc.1,427
0.0% of portfolio›$58.8K
Costello Asset Management, Inc1,400
0.0% of portfolio›$57.7K
Bank & Trust Co1,313
0.0% of portfolio›$54.1K
Owl Creek Wealth Partners LLC1,304
0.0% of portfolio›$53.8K
Tsfg, LLC1,207
0.0% of portfolio›$50
Summit Securities Group LLC1,100
0.0% of portfolio›$45.4K
James T. Borello RIA1,016
0.0% of portfolio›$41.9K
Birch Financial Group, LLC1,004
0.0% of portfolio›$41.4K
Westside Investment Management, Inc.938
0.0% of portfolio›$37.6K
Montag A & Associates Inc935
0.0% of portfolio›$38.6K
Wilmington Savings Fund Society, FSB928
0.0% of portfolio›$38.3K
Financial Network Wealth Advisors LLC911
0.0% of portfolio›$37.6K
Signature Equity Partners, LLC857
0.0% of portfolio›$35.3K
Financial Consulate, Inc784
0.0% of portfolio›$32.3K
Cdkv Holdings LLC750
0.0% of portfolio›$30.9K
MTM Investment Management, LLC740
0.0% of portfolio›$30.5K
Proathlete Wealth Management LLC708
0.0% of portfolio›$29.2K
Root Financial Partners, LLC643
0.0% of portfolio›$26.5K
Buck Wealth Strategies, LLC641
0.0% of portfolio›$26.4K
Trust Co618
0.0% of portfolio›$25.5K
Pinnacle Bancorp, Inc.541
0.0% of portfolio›$22.3K
Heritage Family Offices, LLP500
0.0% of portfolio›$20.6K
Nisa Investment Advisors, LLC457
0.0% of portfolio›$18.8K
Rosenberg Matthew Hamilton454
0.0% of portfolio›$18.7K
First Bancorp, Inc445
0.0% of portfolio›$18.3K
SJS Investment Consulting Inc.441
0.0% of portfolio›$18.2K
Blue Trust, Inc.439
0.0% of portfolio›$18.1K
First Horizon Corp438
0.0% of portfolio›$18.1K
Redwood Park Advisors LLC429
0.0% of portfolio›$17.7K
Cape Investment Advisory, Inc.425
0.0% of portfolio›$17.5K
Rossby Financial, LCC424
0.0% of portfolio›$17.5K
Leonteq Securities AG418
0.0% of portfolio›$17.2K
Silver Grove Financial Group, Inc.417
0.0% of portfolio›$17.2K
True Wealth Design, LLC411
0.0% of portfolio›$16.9K
Global Trust Asset Management, LLC380
0.0% of portfolio›$15.7K
GHP Investment Advisors, Inc.374
0.0% of portfolio›$15.4K
GK Wealth Management LLC363
0.0% of portfolio›$15.0K
Ares Financial Consulting, LLC321
0.0% of portfolio›$13.2K
Eastern Bank300
0.0% of portfolio›$12.4K
DiNuzzo Private Wealth, Inc.299
0.0% of portfolio›$12.3K
Physician Wealth Advisors, Inc.258
0.0% of portfolio›$10.6K
Adkins Seale Capital Management LLC255
0.0% of portfolio›$10.5K
William Mack & Associates, Inc.222
0.0% of portfolio›$9.2K
Financial Management Professionals, Inc.219
0.0% of portfolio›$9.0K
Peoples Financial Services Corp.200
0.0% of portfolio›$8.2K
Bank of New Hampshire200
0.0% of portfolio›$8.2K
Essex Investment Management Co LLC200
0.0% of portfolio›$8.2K
WPG Advisers, LLC192
0.0% of portfolio›$7.9K
UMB Private Wealth Management, LLC190
0.0% of portfolio›$7.8K
City State Bank181
0.0% of portfolio›$7.5K
Trust Co of Toledo NA175
0.0% of portfolio›$7.2K
Atlantic Edge Private Wealth Management, LLC174
0.0% of portfolio›$7.2K
CX Institutional168
0.0% of portfolio›$7
Retirement Wealth Solutions LLC163
0.0% of portfolio›$6.7K
West Financial Advisors, LLC160
0.0% of portfolio›$6.6K
Tradewinds Capital Management, LLC150
0.0% of portfolio›$6.2K
Ascentis Independent Advisors144
0.0% of portfolio›$5.9K
JFS Wealth Advisors, LLC140
0.0% of portfolio›$5.8K
Key FInancial Inc115
0.0% of portfolio›$4.7K
Evolution Wealth Management Inc.110
0.0% of portfolio›$4.5K
Planning Strategies Inc.110
0.0% of portfolio›$4.5K
Compass Financial Management LLC109
0.0% of portfolio›$4.5K
Triumph Capital Management108
0.0% of portfolio›$4.5K
Latitude Advisors, LLC108
0.0% of portfolio›$4.5K
Highline Wealth Partners LLC107
0.0% of portfolio›$4.4K
Creative Financial Designs Inc107
0.0% of portfolio›$4.4K
Financial Perspectives, Inc100
0.0% of portfolio›$4.1K
Towne Trust Company, N.a100
0.0% of portfolio›$4.1K
Pflug Koory, LLC100
0.0% of portfolio›$4.1K
Center for Financial Planning, Inc.95
0.0% of portfolio›$3.9K
Elyxium Wealth, LLC94
0.0% of portfolio›$3.9K
Kozak & Associates, Inc.92
0.0% of portfolio›$3.9K
Next Level Wealth Planning, LLC90
0.0% of portfolio›$3.7K
Nfsg Corp90
0.0% of portfolio›$3.7K
Harbor Asset Planning, Inc.86
0.0% of portfolio›$3.5K
Ascentis Wealth Management, LLC78
0.0% of portfolio›$3.2K
North Star Investment Management Corp.78
0.0% of portfolio›$3.2K
Markowski Investments72
0.0% of portfolio›$3.0K
Hoey Investments, Inc72
0.0% of portfolio›$3.0K
Princeton Global Asset Management LLC72
0.0% of portfolio›$3.0K
Bell Investment Advisors, Inc69
0.0% of portfolio›$2.8K
Breakwater Investment Management64
0.0% of portfolio›$2.6K
Canton Hathaway, LLC52
0.0% of portfolio›$2.1K
Morton Brown Family Wealth, LLC49
0.0% of portfolio›$2.0K
Harbor Investment Advisory, LLC49
0.0% of portfolio›$2.0K
Bfsg, LLC49
0.0% of portfolio›$2.0K
Acumen Wealth Advisors, LLC40
0.0% of portfolio›$1.7K
Arlington Trust Co LLC38
0.0% of portfolio›$1.6K
Cassaday & Co Wealth Management LLC38
0.0% of portfolio›$1.6K
Quest 10 Wealth Builders, Inc.34
0.0% of portfolio›$1.4K
American Capital Advisory, LLC32
0.0% of portfolio›$1.3K
Brown, Lisle Ings, Inc.31
0.0% of portfolio›$1.3K
Coastline Trust Co30
0.0% of portfolio›$1.2K
Gold Investment Management Ltd.30
0.0% of portfolio›$1.2K
Advocate Investing Services LLC30
0.0% of portfolio›$1.2K
Fairway Wealth LLC29
0.0% of portfolio›$1.2K
Navigoe, LLC28
0.0% of portfolio›$1
MV Capital Management, Inc.28
0.0% of portfolio›$1.2K
Monetary Solutions, Ltd25
0.0% of portfolio›$1.0K
Elevated Capital Advisors, LLC19
0.0% of portfolio›$783
Bayban18
0.0% of portfolio›$768
Key Capital Management, Inc10
0.0% of portfolio›$412
Goodman Advisory Group, LLC10
0.0% of portfolio›$412
Gilpin Wealth Management, LLC9
0.0% of portfolio›$372
Pension & Wealth Management Advisors, Inc.8
0.0% of portfolio›$330
Plante Moran Financial Advisors, LLC8
0.0% of portfolio›$330
Mosley Wealth Management5
0.0% of portfolio›$201
Nova Financial LLC3
0.0% of portfolio›$124
Asset Dedication, LLC3
0.0% of portfolio›$124
CoreCap Advisors, LLC2
0.0% of portfolio›$82
Oakworth Capital, Inc.1
0.0% of portfolio›$41
StyleTurnoverLocationFiled
Mondrian Investment Partners LTD
5,652,139$233.0M4.3%YieldMediumLondon, United Kingdom2026-10-23
Equity Investment Corp
2,636,859$108.7M2.0%YieldMediumAtlanta, GA2026-11-04
Davenport & Co LLC
1,990,147$81.8M0.4%CoreMediumRichmond, VA2026-10-14
Todd Asset Management LLC
681,878$28.1M0.5%ValueMediumLouisville, KY2026-10-27
Willis Investment Counsel
602,300$24.8M1.3%CoreLowGainesville, GA2026-10-20
Truist Financial Corp
583,245$24.0M0.0%CoreLowCharlotte, NC2026-10-30
Pictet Asset Management Holding SA
483,579$19.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Creative Planning
471,176$19.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Grandfield & Dodd, LLC
385,082$15.9M0.8%CoreVery LowNew York, NY2026-10-29
Bank of New York Mellon Corp
349,625$14.4M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
295,098$12.2M0.0%CoreMediumNew York, NY2026-11-04
Foundation Resource Management Inc
273,667$11.3M1.2%ValueLowLittle Rock, AR2026-10-19
Altrius Capital Management Inc
254,678$10.5M1.9%YieldMediumNew Bern, NC2026-11-05
Assetmark, Inc
238,413$9.8M0.0%ETFLowConcord, CA2026-10-21
TD Waterhouse Canada Inc.
215,365$8.8M0.0%CoreLowToronto, Australia2026-10-16
Oppenheimer Asset Management Inc.
210,489$8.7M0.1%CoreMediumNew York, NY2026-10-27
Guardian Partners Inc.
182,393$7.5M0.7%ValueMediumToronto, South Africa2026-10-21
Dimensional Fund Advisors LP
180,633$7.4M0.0%IndexLowAustin, TX2026-11-04
Nicholas Company, Inc.
146,520$6.0M0.1%CoreLowMilwaukee, WI2026-11-05
Ethic Inc.
145,079$6.0M0.1%CoreLowNew York, NY2026-11-03
TrueMark Investments, LLC
145,057$6.0M0.7%YieldHighChicago, IL2026-11-05
TD Private Client Wealth LLC
144,657$6.0M0.1%ETFLowNew York, NY2026-10-28
Atria Investments, Inc
143,750$5.9M0.1%CoreMediumCharlotte, NC2026-10-15
Pzena Investment Management LLC
113,396$4.7M0.0%Deep ValueMediumNew York, NY2026-10-30
Kornitzer Capital Management Inc
110,062$4.5M0.1%CoreLowShawnee Mission, KS2026-11-03
CIBC Asset Management Inc
103,460$4.3M0.0%GARPLowToronto, South Africa2026-11-05
Commonwealth Equity Services, LLC
101,248$4.2M0.0%ETFLowWaltham, MA2026-11-02
First Bank & Trust
97,494$4.0M0.6%CoreLowBrookings, SD2026-10-19
Sound Income Strategies, LLC
92,404$3.7M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Jefferies Financial Group Inc.
90,116$7.4M0.1%CoreVery HighNew York, NY2026-11-05
Synergy Asset Management, LLC
86,463$3.6M0.3%GrowthHighVancouver, WA2026-11-05
Cardinal Capital Management
86,444$3.6M0.4%ValueVery LowRaleigh, NC2026-10-21
Baker Ellis Asset Management LLC
81,376$3.4M0.4%GARPVery LowVancouver, WA2026-10-14
American Assets Investment Management, LLC
80,000$3.3M0.2%GARPVery LowSan Diego, CA2026-10-30
Catalyst Capital Advisors LLC
79,028$3.3M0.1%ETFVery LowSan Juan, PR2026-11-02
US Bancorp \de\
77,758$3.2M0.0%IndexLowMinneapolis, MN2026-11-05
DCF Advisers, LLC
75,000$3.1M0.7%GrowthMediumMount Pleasant, SC2026-11-04
Morguard Lincluden Global Investments Ltd
74,502$3.1K0.0%Deep ValueLowMississauga, Australia2026-10-28
Fulton Bank, N.A.
73,009$3.0M0.1%CoreLowLancaster, PA2026-10-14
Raleigh Capital Management Inc.
69,856$2.9M0.9%CoreMediumCary, NC2026-10-28
Waterfront Wealth Inc.
67,060$2.8M0.4%ValueLowOverland Park, KS2026-11-03
CWA Asset Management Group, LLC
65,656$2.7M0.1%CoreMediumNaples, FL2026-10-19
Wealth Enhancement Advisory Services, LLC
63,417$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
60,459$2.5M0.0%CoreLowAustin, TX2026-11-02
Vise Technologies, Inc.
53,207$2.2M0.0%IndexLowNew York, NY2026-10-29
Verdence Capital Advisors LLC
51,117$2.1M0.1%CoreMediumHunt Valley, MD2026-10-26
Old Port Advisors
48,915$2.0M0.4%GARPLowPortland, ME2026-10-23
Euro Pacific Asset Management, LLC
46,121$1.9M0.2%GARPLowDorado, PR2026-11-03
Park Avenue Securities LLC
45,937$1.9K0.0%ETFMediumNew York, NY2026-10-26
Walled Lake Planning & Wealth Management, LLC
45,885$1.9M0.5%ETFLowHighland Park, IL2026-10-29
Ritholtz Wealth Management
45,685$1.9M0.0%IndexLowNew York, NY2026-11-05
Glass Wealth Management Co LLC
43,925$1.8M0.6%GrowthLowSan Antonio, TX2026-10-28
Augustine Asset Management Inc
43,463$1.8M0.4%GrowthVery LowJacksonville, FL2026-10-13
Cambridge Investment Research Advisors, Inc.
42,824$1.8K0.0%ETFLowFairfield, IA2026-11-02
China Universal Asset Management Co., Ltd.
39,336$1.6M0.1%GrowthMediumShanghai, France2026-10-28
Cascade Investment Advisors, Inc.
37,378$1.5M0.9%ValueLowOregon City, OR2026-11-02
Stablepoint Partners, LLC
37,107$1.5M0.2%CoreLowBraintree, MA2026-11-03
Aaron Wealth Advisors LLC
37,039$1.5M0.1%GrowthMediumChicago, IL2026-10-13
Imc-Chicago, LLC
36,782$1.5M0.0%GARPVery HighChicago, IL2026-11-05
MGO One Seven LLC
36,116$1.5M0.0%GrowthLowBeachwood, OH2026-10-28
Crossmark Global Holdings, Inc.
35,629$1.5M0.0%GARPMediumHouston, TX2026-10-21
Financial Solutions Advisory Group, Inc.
34,031$1.4M0.2%ETFMediumChicago, IL2026-10-28
Elevation Point Wealth Partners, LLC
33,586$1.4M0.0%CoreHighDenver, CO2026-11-05
Fourpath Capital Management, LLC
33,438$1.4M0.2%CoreMediumOklahoma City, OK2026-10-19
Lanark Financial, Inc.
33,115$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Keybank National Association
31,335$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Retirement Guys Formula LLC
30,278$1.2M0.5%CoreMediumMaumee, OH2026-10-26
Gibbs Wealth Management
29,885$1.2M0.1%CoreLowAlpharetta, GA2026-10-22
Burford Brothers, Inc.
28,953$1.2M0.4%CoreLowDallas, TX2026-10-21
Farther Finance Advisors, LLC
27,606$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
27,533$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Allspring Global Investments Holdings, LLC
26,523$1.1M0.0%CoreMediumCharlotte, NC2026-11-04
Choreo, LLC
25,836$1.1M0.0%IndexLowRockford, IL2026-10-28
Bailard, Inc.
25,750$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Signaturefd, LLC
25,115$1.0M0.0%IndexLowAtlanta, GA2026-10-23
Leo Wealth, LLC
25,063$1.0M0.2%CoreLowHurst, TX2026-10-26
Nicholas Hoffman & Company, Llc.
23,560$971.4K0.0%ETFVery LowAtlanta, GA2026-10-30
Probity Advisors, Inc.
22,641$933.5K0.1%ETFLowDallas, TX2026-10-23
Keystone Financial Planning, Inc.
21,872$901.8K0.2%YieldMediumCleveland, OH2026-10-08
Jamison Private Wealth Management, Inc.
21,792$898.5K0.1%GrowthVery LowMilton, GA2026-10-14
M Holdings Securities, Inc.
21,716$9890.0%ETFHighPortland, OR2026-11-03
Richard C. Young & Co., Ltd.
21,079$869.1K0.1%CoreLowNewport, RI2026-11-04
Evergreen Capital Management LLC
20,079$827.9K0.0%GARPMediumBellevue, WA2026-10-23
Pavaki Capital Management LLC
20,000$824.6K0.3%GARPMediumPueblo, CO2026-10-26
Concurrent Investment Advisors, LLC
19,387$799.3K0.0%GrowthMediumTampa, FL2026-10-16
Mirae Asset Global Investments Co., Ltd.
18,987$782.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Regatta Capital Group, LLC
18,718$771.7K0.1%ETFLowEl Segundo, CA2026-10-23
HB Wealth Management, LLC
17,986$741.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Compound Planning, Inc.
17,958$740.4K0.0%CoreLowNew York, NY2026-11-05
GC Wealth Management RIA, LLC
17,192$708.8K0.0%GrowthMediumCambridge, MA2026-11-02
Peoples Bank
16,488$679.8K0.7%CoreLowPratt, KS2026-10-09
Investors Research Corp
16,143$665.6K0.1%ETFLowAtlanta, GA2026-10-07
Apollon Wealth Management, LLC
16,103$663.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Profund Advisors LLC
16,097$663.7K0.0%GrowthLowBethesda, MD2026-10-29
AlphaCentric Advisors LLC
15,345$632.7K0.6%CoreHighSan Juan, PR2026-11-03
Code Waechter LLC
15,087$622.0K0.3%ETFLowTampa, FL2026-10-23
NLB Skladi, upravljanje premozenja, d.o.o.
14,740$607.7K0.0%GrowthLowLjubljana, Andorra2026-10-22
V-Square Quantitative Management LLC
14,561$600.4K0.1%CoreLowChicago, IL2026-10-15
Keudell ison Wealth Management
14,544$599.7K0.1%ETFMediumSalem, OR2026-10-16
Inlet Private Wealth, LLC
14,300$589.6K0.1%ValueLowJupiter, FL2026-10-21
D.A. Davidson & Co.
14,298$589.5K0.0%CoreLowGreat Falls, MT2026-10-28
Chiron Capital Management, LLC
13,802$569.1K0.6%YieldMediumTallahassee, FL2026-10-15
Lantz Financial LLC
13,583$560.0K0.1%ETFLowNaperville, IL2026-10-15
Sterling Capital Management LLC
13,530$557.8K0.0%GARPMediumCharlotte, NC2026-10-22
B. Riley Wealth Advisors, Inc.
13,451$554.6K0.0%GrowthLowMemphis, TN2026-10-13
Asset One Wealth Management LLC
13,185$543.6K0.0%GrowthLowBellevue, WA2026-11-02
Kathmere Capital Management, LLC
12,700$523.6K0.0%ETFLowWayne, PA2026-10-20
Regions Financial Corp
12,661$522.0K0.0%CoreLowBirmingham, AL2026-11-05
Kestra Private Wealth Services, LLC
12,577$518.6K0.0%GrowthLowAustin, TX2026-10-30
BKM Wealth Management, LLC
12,418$512.0K0.2%GrowthLowBrookfield, WI2026-10-22
GFS Advisors, LLC
12,400$511.0K0.1%CoreLowHouston, TX2026-11-03
Mezzasalma Advisors, LLC
12,320$508.0K0.1%GrowthLowTinton Falls, NJ2026-10-14
Beacon Financial Group
12,297$507.0K0.0%ETFMediumDallas, TX2026-10-19
Abel Hall, LLC
12,219$503.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Portside Wealth Group, LLC
11,772$485.4K0.1%CoreMediumProvo, UT2026-10-20
IFP Advisors, Inc
11,736$483.9K0.0%GrowthLowTampa, FL2026-10-16
Cohen Investment Advisors LLC
11,600$478.3K0.2%CoreVery LowBedford, NH2026-10-20
Manske Wealth Management
11,098$457.6K0.1%ValueVery LowHouston, TX2026-10-26
OpenArc Corporate Advisory, LLC
11,098$457.6K0.0%GrowthLowAtlanta, GA2026-10-21
Legacy Capital Wealth Partners, LLC
10,694$440.9K0.1%CoreMediumLittle Rock, AR2026-10-21
Courier Capital LLC
10,668$439.8K0.0%ETFLowBuffalo, NY2026-10-19
Ignite Planners, LLC
10,666$618.4K0.1%CoreLowSan Clemente, CA2026-10-14
Advisortrust Partners, LLC
10,658$439.4K0.1%CoreHighRaleigh, NC2026-11-02
Oppenheimer & Co Inc
10,393$428.5K0.0%CoreLowNew York, NY2026-10-26
Navigation Group, LLC
10,269$423.4K0.1%ETFVery LowRedwood City, CA2026-10-28
Ping Capital Management, Inc.
10,000$412.3K0.1%YieldMediumNew York, NY2026-10-13
Yousif Capital Management, LLC
9,976$411.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Parallel Advisors, LLC
9,599$395.8K0.0%IndexLowSan Francisco, CA2026-11-03
Naples Global Advisors, LLC
9,553$393.9K0.0%CoreVery LowNaples, FL2026-11-05
Searle & Co.
9,500$391.7K0.1%CoreLowGreenwich, CT2026-11-04
Colonial River Investments, LLC
9,223$380.3K0.1%GrowthMediumMidlothian, VA2026-10-19
Raab & Moskowitz Asset Management LLC
9,007$371.4K0.1%CoreLowChatham, NJ2026-11-02
Sowell Financial Services LLC
8,994$370.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Versant Capital Management, Inc
8,810$363.2K0.0%GARPLowPhoenix, AZ2026-10-02
Parsons Capital Management Inc
8,776$361.8K0.0%CoreLowProvidence, RI2026-10-28
Ti-Trust, Inc
8,733$360.1K0.2%CoreVery LowQuincy, IL2026-10-21
New Wave Wealth Advisors LLC
8,719$341.1K0.1%CoreMediumSpringdale, AR2026-10-19
J.W. Cole Advisors, Inc.
8,557$352.8K0.0%IndexLowTampa, FL2026-11-05
Wedbush Securities Inc
8,538$3520.0%CoreLowPasadena, CA2026-10-22
Genesis Private Wealth, LLC
8,426$347.4K0.1%ETFLowAshburn, VA2026-11-02
Axxcess Wealth Management, LLC
8,316$342.9K0.0%CoreLowCarlsbad, CA2026-10-21
First City Capital Management, Inc.
8,270$341.0K0.2%CoreLowSavannah, GA2026-10-27
Pinnacle Associates LTD
8,228$339.3K0.0%CoreLowNew York, NY2026-10-20
Diversify Wealth Management, LLC
8,223$331.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
8,223$331.3K0.0%GrowthLowSandy, UT2026-10-20
Fiduciary Financial Group, LLC
8,086$333.4K0.0%ETFLowSan Rafael, CA2026-10-13
Focus Financial Network, Inc.
7,950$327.8K0.0%ETFLowMinneapolis, MN2026-10-14
Jeppson Wealth Management, LLC
7,926$326.8K0.1%CoreLowManhattan Beach, CA2026-10-20
J.M. Arbour, LLC
7,828$322.7K0.3%CoreHighGardiner, ME2026-11-05
Pekin Hardy Strauss, Inc.
7,737$319.0K0.0%ValueMediumChicago, IL2026-11-02
Kentucky Trust Co
7,710$317.9K0.2%CoreVery LowDanville, KY2026-10-15
Quadrant Capital Group LLC
7,607$297.6K0.0%CoreLowCincinnati, OH2026-10-20
Laurel OAK Wealth Management, LLC
7,565$311.9K0.0%GrowthLowMarlton, NJ2026-10-19
ProShare Advisors LLC
7,475$308.2K0.0%GrowthLowBethesda, MD2026-10-29
Prime Capital Investment Advisors, LLC
7,443$306.9K0.0%ETFLowOverland Park, KS2026-10-20
Arista Wealth Management, LLC
7,367$303.7K0.0%ETFMediumLas Vegas, NV2026-10-29
Net Worth Advisory Group
7,279$296.0K0.1%GARPMediumSandy, UT2026-10-20
Cherokee Insurance Co
7,213$297.4K0.1%ValueVery LowSterling Heights, MI2026-11-05
GF Fund Management Co. Ltd.
7,202$296.9K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Dynamic Advisor Solutions LLC
7,054$290.8K0.0%ETFLowPhoenix, AZ2026-10-13
Wynn Capital, LLC
7,025$289.6K0.1%CoreVery LowAugusta, GA2026-10-13
Paragon Private Wealth Management, LLC
6,966$287.2K0.1%GrowthLowLexington, KY2026-10-20
Private Trust Co NA
6,947$286.4K0.0%CoreLowCleveland, OH2026-10-20
Cooper Financial Group
6,935$285.9K0.0%GrowthMediumIrvine, CA2026-10-07
Sage Rhino Capital LLC
6,883$283.8K0.0%ETFLowMenlo Park, CA2026-10-28
RFG Advisory, LLC
6,868$283.2K0.0%ETFMediumBirmingham, AL2026-11-03
Trek Financial, LLC
6,852$282.5K0.0%ETFHighScottsdale, AZ2026-10-29
Eagle Rock Investment Company, LLC
6,800$280.4K0.0%CoreLowAtlanta, GA2026-10-21
Gallacher Capital Management LLC
6,777$279.4K0.2%ValueMediumLone Tree, CO2026-10-30
Almanack Investment Partners, Llc.
6,625$273.1K0.0%ETFMediumNewtown Square, PA2026-11-03
International Assets Investment Management, LLC
6,613$269.0K0.0%CoreVery HighOrlando, FL2026-11-02
Focused Alpha, LLC
6,553$270.2K0.1%CoreMediumDenver, CO2026-10-20
Independent Financial Group, LLC
6,514$268.6K0.0%GrowthLowSan Diego, CA2026-10-13
Florida Trust Wealth Management Co
6,416$264.5K0.0%CoreVery LowSanibel, FL2026-11-05
Avior Wealth Management, LLC
6,412$264.4K0.0%ETFMediumOmaha, NE2026-10-13
Prospera Financial Services Inc
6,347$281.4K0.0%CoreMediumDallas, TX2026-11-04
Valeo Financial Advisors, LLC
6,346$261.7K0.0%ETFLowCarmel, IN2026-10-08
Capital Investment Advisory Services, LLC
6,291$259.2K0.0%CoreMediumRaleigh, NC2026-10-30
E&G Advisors, LLC
6,198$255.5K0.0%ETFVery LowHouston, TX2026-10-13
StoneX Group Inc.
6,155$264.8K0.0%ETFMediumNew York, NY2026-11-03
Perigon Wealth Management, LLC
6,128$252.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Xponance LLC
5,926$244.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Alta Capital Management LLC/
5,922$244.2K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Old National Bancorp
5,711$235.5K0.0%CoreLowEvansville, IN2026-10-20
Lloyd Advisory Services, Llc.
5,685$234.4K0.1%ETFVery HighSuwanee, GA2026-11-02
Trust Co of Vermont
5,679$234.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Gamma Investing LLC
5,675$234.0K0.0%IndexVery LowFoster City, CA2026-10-08
Central Trust Co
5,635$232.3K0.0%CoreLowJefferson City, MO2026-11-05
Greenfield Seitz Capital Management, LLC
5,595$230.7K0.1%GARPLowDallas, TX2026-10-29
Indivisible Partners
5,548$228.7K0.0%GrowthMediumClearwater, FL2026-10-26
First Affirmative Financial Network
5,508$227.1K0.0%CoreN/AColorado Springs, CO2026-10-21
Mission Wealth Management, LP
5,486$226.2K0.0%ETFLowSanta Barbara, CA2026-10-15
Jacobi Capital Management LLC
5,408$223.0K0.0%CoreLowPittston, PA2026-11-05
FDx Advisors, Inc.
5,361$2210.0%ETFMediumBerwyn, PA2026-11-05
Frank, Rimerman Advisors LLC
5,312$219.0K0.0%GrowthLowPalo Alto, CA2026-10-16
Sagespring Wealth Partners, LLC
5,277$217.6K0.0%ETFLowFranklin, TN2026-10-22
Analyst IMS Investment Management Services Ltd.
5,208$2150.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Pinnacle Wealth Planning Services, Inc.
5,205$214.6K0.0%GARPLowMansfield, OH2026-10-27
Lido Advisors, LLC
5,161$212.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,119$211.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Intrua Financial, LLC
5,100$210.3K0.0%ETFMediumHouston, TX2026-10-28
Grove Bank & Trust
5,000$206.2K0.0%ETFLowMiami, FL2026-10-08
Greenspring Advisors, LLC
4,912$202.5K0.0%ETFVery LowTowson, MD2026-11-05
Kendall Capital Management
4,910$202.4K0.0%GARPLowRockville, MD2026-10-23
HUB Investment Partners, LLC
4,870$200.8K0.0%GrowthLowAustin, TX2026-11-03
LVW Advisors, LLC
4,865$200.6K0.0%CoreMediumPittsford, NY2026-10-19
Archer Investment Corp
4,072$167.9K0.0%CoreMediumCarmel, IN2026-11-05
Central Pacific Bank - Trust Division
4,050$167.0K0.0%CoreMediumHonolulu, HI2026-10-06
Hilltop National Bank
3,858$159.1K0.0%CoreLowCasper, WY2026-10-14
Valley National Advisers Inc
3,796$156.5K0.0%ETFLowBethlehem, PA2026-10-23
Hara Capital LLC
3,388$139.7K0.1%Deep ValueMediumBellevue, WA2026-10-30
Cromwell Holdings LLC
3,262$134.5K0.1%IndexLowJackson, WY2026-10-28
EverSource Wealth Advisors, LLC
2,718$112.1K0.0%CoreMediumBirmingham, AL2026-11-04
First Command Advisory Services, Inc.
2,505$103.3K0.0%IndexLowFort Worth, TX2026-11-05
Parkside Financial Bank & Trust
2,351$96.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Provenance Wealth Advisors, LLC
2,322$95.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Manchester Capital Management LLC
2,312$95.3K0.0%CoreLowManchester, VT2026-10-22
Hilton Head Capital Partners, LLC
2,243$92.5K0.1%CoreMediumHilton Head Island, SC2026-10-23
Quintet Private Bank (Europe) S.A.
2,050$84.5K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Indiana Trust & Investment Management Co
1,848$76.2K0.0%GrowthLowMishawaka, IN2026-10-22
Cullen T Bankers, Inc.
1,835$75.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Spire Wealth Management
1,823$75.2K0.0%GrowthMediumMclean, VA2026-10-30
Jnba Financial Advisors
1,773$73.1K0.0%ETFMediumBloomington, MN2026-11-03
Salomon & Ludwin, LLC
1,668$68.8K0.0%ETFVery LowRichmond, VA2026-10-29
Caldwell Trust Co
1,661$68.5K0.0%GrowthLowVenice, FL2026-10-30
Larson Financial Group LLC
1,541$63.6K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
1,427$58.8K0.0%ETFMediumChicago, IL2026-10-14
Costello Asset Management, Inc
1,400$57.7K0.0%CoreLowFeasterville, PA2026-10-30
Bank & Trust Co
1,313$54.1K0.0%ValueVery LowLitchfield, IL2026-10-07
Owl Creek Wealth Partners LLC
1,304$53.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Tsfg, LLC
1,207$500.0%ETFLowLake Forest, IL2026-10-23
Summit Securities Group LLC
1,100$45.4K0.0%CoreVery HighNew York, NY2026-11-05
James T. Borello RIA
1,016$41.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Birch Financial Group, LLC
1,004$41.4K0.0%CoreLowKeene, NH2026-10-27
Westside Investment Management, Inc.
938$37.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Montag A & Associates Inc
935$38.6K0.0%CoreLowAtlanta, GA2026-10-29
Wilmington Savings Fund Society, FSB
928$38.3K0.0%CoreLowWilmington, DE2026-10-23
Financial Network Wealth Advisors LLC
911$37.6K0.0%ETFLowMurray, UT2026-10-28
Signature Equity Partners, LLC
857$35.3K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
784$32.3K0.0%ETFLowHunt Valley, MD2026-10-23
Cdkv Holdings LLC
750$30.9K0.0%ETFMediumDenver, CO2026-10-28
MTM Investment Management, LLC
740$30.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
Proathlete Wealth Management LLC
708$29.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Root Financial Partners, LLC
643$26.5K0.0%ETFMediumEncinitas, CA2026-10-21
Buck Wealth Strategies, LLC
641$26.4K0.0%ValueMediumDenver, CO2026-10-28
Trust Co
618$25.5K0.0%ETFVery LowManhattan, KS2026-10-09
Pinnacle Bancorp, Inc.
541$22.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Heritage Family Offices, LLP
500$20.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Nisa Investment Advisors, LLC
457$18.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Rosenberg Matthew Hamilton
454$18.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
First Bancorp, Inc
445$18.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
SJS Investment Consulting Inc.
441$18.2K0.0%ETFVery LowSylvania, OH2026-10-26
Blue Trust, Inc.
439$18.1K0.0%ETFLowBrentwood, TN2026-10-15
First Horizon Corp
438$18.1K0.0%CoreLowMemphis, TN2026-10-26
Redwood Park Advisors LLC
429$17.7K0.0%ETFVery LowRedwood City, CA2026-11-02
Cape Investment Advisory, Inc.
425$17.5K0.0%ETFLowMcdonough, GA2026-10-13
Rossby Financial, LCC
424$17.5K0.0%ETFMediumMelbourne, FL2026-11-05
Leonteq Securities AG
418$17.2K0.0%CoreHighZurich, Switzerland2026-10-29
Silver Grove Financial Group, Inc.
417$17.2K0.0%CoreMediumOrchard Park, NY2026-11-05
True Wealth Design, LLC
411$16.9K0.0%ETFMediumAkron, OH2026-10-13
Global Trust Asset Management, LLC
380$15.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
GHP Investment Advisors, Inc.
374$15.4K0.0%CoreVery LowDenver, CO2026-10-15
GK Wealth Management LLC
363$15.0K0.0%GARPVery HighReno, NV2026-10-09
Ares Financial Consulting, LLC
321$13.2K0.0%CoreLowCalabasas, CA2026-10-19
Eastern Bank
300$12.4K0.0%GrowthMediumBoston, MA2026-10-05
DiNuzzo Private Wealth, Inc.
299$12.3K0.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
258$10.6K0.0%ETFMediumMidvale, UT2026-10-20
Adkins Seale Capital Management LLC
255$10.5K0.0%CoreVery LowShreveport, LA2026-10-27
William Mack & Associates, Inc.
222$9.2K0.0%ETFLowTroy, MI2026-10-27
Financial Management Professionals, Inc.
219$9.0K0.0%ETFMediumAustin, TX2026-10-23
Peoples Financial Services Corp.
200$8.2K0.0%CoreVery LowMoosic, PA2026-10-20
Bank of New Hampshire
200$8.2K0.0%CoreLowLaconia, NH2026-10-06
Essex Investment Management Co LLC
200$8.2K0.0%GrowthMediumBoston, MA2026-10-19
WPG Advisers, LLC
192$7.9K0.0%CoreLowBaltimore, MD2026-10-27
UMB Private Wealth Management, LLC
190$7.8K0.0%GrowthN/AKansas City, MO2026-10-19
City State Bank
181$7.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Trust Co of Toledo NA
175$7.2K0.0%GrowthVery LowHolland, OH2026-10-16
Atlantic Edge Private Wealth Management, LLC
174$7.2K0.0%CoreLowJacksonville, FL2026-10-20
CX Institutional
168$70.0%CoreMediumAuburn, IN2026-10-02
Retirement Wealth Solutions LLC
163$6.7K0.0%ETFLowMarshfield, WI2026-10-07
West Financial Advisors, LLC
160$6.6K0.0%ETFLowDes Moines, IA2026-10-22
Tradewinds Capital Management, LLC
150$6.2K0.0%ETFVery HighBellingham, WA2026-10-23
Ascentis Independent Advisors
144$5.9K0.0%ETFLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
140$5.8K0.0%ETFVery LowHermitage, PA2026-11-03
Key FInancial Inc
115$4.7K0.0%ETFLowWest Chester, PA2026-11-02
Evolution Wealth Management Inc.
110$4.5K0.0%ETFMediumFort Myers, FL2026-10-28
Planning Strategies Inc.
110$4.5K0.0%ETFN/ALancaster, PA2026-10-02
Compass Financial Management LLC
109$4.5K0.0%CoreN/ATampa, FL2026-10-30
Triumph Capital Management
108$4.5K0.0%ETFMediumDenver, CO2026-10-14
Latitude Advisors, LLC
108$4.5K0.0%ETFLowYorkville, IL2026-10-27
Highline Wealth Partners LLC
107$4.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Creative Financial Designs Inc
107$4.4K0.0%ETFMediumKokomo, IN2026-11-04
Financial Perspectives, Inc
100$4.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Towne Trust Company, N.a
100$4.1K0.0%CoreLowNewport News, VA2026-10-28
Pflug Koory, LLC
100$4.1K0.0%CoreVery LowOmaha, NE2026-10-26
Center for Financial Planning, Inc.
95$3.9K0.0%ETFLowSouthfied, MI2026-10-26
Elyxium Wealth, LLC
94$3.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Kozak & Associates, Inc.
92$3.9K0.0%ETFLowHighlands Ranch, CO2026-10-29
Next Level Wealth Planning, LLC
90$3.7K0.0%ETFVery LowMeridian, ID2026-10-29
Nfsg Corp
90$3.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Harbor Asset Planning, Inc.
86$3.5K0.0%ETFVery LowBelmont, MA2026-10-23
Ascentis Wealth Management, LLC
78$3.2K0.0%Agg GrowthLowDallas, TX2026-11-03
North Star Investment Management Corp.
78$3.2K0.0%CoreLowChicago, IL2026-10-27
Markowski Investments
72$3.0K0.0%ETFN/ATampa, FL2026-10-30
Hoey Investments, Inc
72$3.0K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Princeton Global Asset Management LLC
72$3.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Bell Investment Advisors, Inc
69$2.8K0.0%ETFVery LowOrinda, CA2026-10-29
Breakwater Investment Management
64$2.6K0.0%ETFLowSeattle, WA2026-10-20
Canton Hathaway, LLC
52$2.1K0.0%ValueLowProvidence, RI2026-10-23
Morton Brown Family Wealth, LLC
49$2.0K0.0%ETFVery LowAllentown, PA2026-10-23
Harbor Investment Advisory, LLC
49$2.0K0.0%GrowthLowLutherville, MD2026-10-13
Bfsg, LLC
49$2.0K0.0%CoreLowIrvine, CA2026-10-30
Acumen Wealth Advisors, LLC
40$1.7K0.0%GrowthHighChattanooga, TN2026-11-05
Arlington Trust Co LLC
38$1.6K0.0%ETFMediumBirmingham, AL2026-10-20
Cassaday & Co Wealth Management LLC
38$1.6K0.0%ETFVery LowMclean, VA2026-10-27
Quest 10 Wealth Builders, Inc.
34$1.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
American Capital Advisory, LLC
32$1.3K0.0%ETFLowKetchum, ID2026-10-28
Brown, Lisle Ings, Inc.
31$1.3K0.0%CoreVery LowProvidence, RI2026-10-16
Coastline Trust Co
30$1.2K0.0%GrowthVery LowProvidence, RI2026-10-01
Gold Investment Management Ltd.
30$1.2K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Advocate Investing Services LLC
30$1.2K0.0%ETFLowWoodbine, MD2026-10-26
Fairway Wealth LLC
29$1.2K0.0%ETFLowIndependence, OH2026-10-30
Navigoe, LLC
28$10.0%ETFVery LowRedondo Beach, CA2026-11-04
MV Capital Management, Inc.
28$1.2K0.0%ETFLowBethesda, MD2026-10-29
Monetary Solutions, Ltd
25$1.0K0.0%ETFVery LowDayton, OH2026-10-22
Elevated Capital Advisors, LLC
19$7830.0%ETFMediumSandy, UT2026-11-04
Bayban
18$7680.0%ValueLowBayport, MN2026-11-05
Key Capital Management, Inc
10$4120.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Goodman Advisory Group, LLC
10$4120.0%GrowthHighNeedham, MA2026-11-02
Gilpin Wealth Management, LLC
9$3720.0%GrowthLowDenver, CO2026-10-09
Pension & Wealth Management Advisors, Inc.
8$3300.0%ETFLowWaltham, MA2026-10-16
Plante Moran Financial Advisors, LLC
8$3300.0%ETFVery LowSouthfield, MI2026-11-04
Mosley Wealth Management
5$2010.0%ETFHighAnaheim, CA2026-10-16
Nova Financial LLC
3$1240.0%N/AN/ATucson, AZ2026-11-04
Asset Dedication, LLC
3$1240.0%ETFLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
2$820.0%ETFMediumSouthfield, MI2026-10-08
Oakworth Capital, Inc.
1$410.0%ETFLowBirmingham, AL2026-10-26