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Henry Schein Inc (HSIC)

CUSIP: 806407102 | NYSE | Healthcare · Medical Distribution | Mid Cap | 2002 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
13D/AKKR Group Holdings Corp.
with KKR North America Xiii Holdings Limited, KKR Hawaii Aggregator L.P., KKR Hawaii Aggregator GP LLC, +12 more
18,853,07116.4%+918,723Mar 9, 2026No 13F filer matched
13D/AKKR Group Holdings Corp.18,853,071
16.4% of class · Mar 9, 2026+918,723
with KKR North America Xiii Holdings Limited, KKR Hawaii Aggregator L.P., KKR Hawaii Aggregator GP LLC, +12 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,523,446
0.1% of portfolio›$295.9M
Swedbank AB1,042,031
0.1% of portfolio›$87.5M
Pzena Investment Management LLC846,580
0.2% of portfolio›$71.1M
Private Management Group Inc296,505
0.7% of portfolio›$24.9M
Everett Harris & Co200,319
0.2% of portfolio›$16.8M
James J. Burns & Company, LLC153,777
1.4% of portfolio›$12.9M
DekaBank Deutsche Girozentrale147,964
0.0% of portfolio›$12.6K
Marathon Asset Management Ltd127,105
0.5% of portfolio›$10.7M
Mitsubishi UFJ Asset Management Co., Ltd.120,576
0.0% of portfolio›$10.1M
Principal Financial Group Inc98,347
0.0% of portfolio›$8.3M
Citigroup Inc86,008
0.0% of portfolio›$7.2M
Foyston, Gordon & Payne Inc75,693
1.3% of portfolio›$6.4M
New York State Teachers Retirement System72,524
0.0% of portfolio›$6.1K
Creative Planning72,328
0.0% of portfolio›$6.1M
Assenagon Asset Management S.A.68,079
0.0% of portfolio›$5.7M
GHP Investment Advisors, Inc.53,329
0.2% of portfolio›$4.5M
LEE Danner & Bass Inc48,550
0.2% of portfolio›$4.1M
Carrera Capital Advisors46,831
0.6% of portfolio›$3.9M
Moran Wealth Management, LLC44,820
0.1% of portfolio›$3.8M
Wealth Enhancement Advisory Services, LLC43,104
0.0% of portfolio›$3.4M
Baker Ellis Asset Management LLC42,494
0.4% of portfolio›$3.6M
Simplify Asset Management Inc.37,999
0.1% of portfolio›$3.2M
Nisa Investment Advisors, LLC33,512
0.0% of portfolio›$2.8M
State of New Jersey Common Pension Fund D31,674
0.0% of portfolio›$2.7M
Formuepleje A/S31,439
0.2% of portfolio›$2.6M
Salem Investment Counselors Inc30,680
0.1% of portfolio›$2.6M
Czech National Bank27,538
0.0% of portfolio›$2.3M
New York Life Investment Management LLC27,512
0.0% of portfolio›$2.3M
Arizona State Retirement System27,273
0.0% of portfolio›$2.3M
SEB Asset Management AB25,540
0.0% of portfolio›$2.1M
Mirae Asset Global Investments Co., Ltd.24,851
0.0% of portfolio›$2.1M
MacKenzie Financial Corp24,479
0.0% of portfolio›$2.1M
State of Michigan Retirement System24,088
0.0% of portfolio›$2.0M
Cardinal Capital Management21,927
0.2% of portfolio›$1.8M
Ridgewood Investments LLC21,891
0.7% of portfolio›$1.8M
CIBC Asset Management Inc21,643
0.0% of portfolio›$1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,175
0.0% of portfolio›$1.8M
ProShare Advisors LLC20,582
0.0% of portfolio›$1.7M
Gateway Investment Advisers LLC20,507
0.0% of portfolio›$1.7M
Retirement Systems of Alabama20,099
0.0% of portfolio›$1.7M
Pictet Asset Management Holding SA19,708
0.0% of portfolio›$1.7M
Exchange Traded Concepts, LLC18,795
0.0% of portfolio›$1.6M
Arjuna Capital18,678
0.4% of portfolio›$1.6M
Robeco Institutional Asset Management B.V.17,964
0.0% of portfolio›$1.5M
Xponance LLC17,525
0.0% of portfolio›$1.5M
Amalgamated Bank16,507
0.0% of portfolio›$1.4K
Swiss Life Asset Management Ltd16,476
0.0% of portfolio›$1.4M
JSF Financial, LLC16,305
0.2% of portfolio›$1.4M
HB Wealth Management, LLC16,202
0.0% of portfolio›$1.4M
Neos Investment Management LLC15,947
0.0% of portfolio›$1.3M
Reflection Asset Management15,759
0.5% of portfolio›$1.3M
Ethic Inc.15,243
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC15,126
0.0% of portfolio›$1.3M
Keybank National Association13,920
0.0% of portfolio›$1.2M
Diversified Management Inc13,269
0.2% of portfolio›$1.1M
Jackson Creek Investment Advisors LLC13,094
0.0% of portfolio›$1.1K
Oregon Public Employees Retirement Fund11,823
0.0% of portfolio›$992.8K
Central Pacific Bank - Trust Division11,300
0.1% of portfolio›$948.9K
Crossmark Global Holdings, Inc.11,026
0.0% of portfolio›$925.9K
Rakuten Investment Management, Inc.10,971
0.0% of portfolio›$932.2K
Oppenheimer Asset Management Inc.10,720
0.0% of portfolio›$900.2K
Lido Advisors, LLC10,497
0.0% of portfolio›$881.5K
Mutual of America Capital Management LLC9,866
0.0% of portfolio›$828.4K
Beacon Investment Advisory Services, Inc.9,739
0.0% of portfolio›$817.8K
State of Alaska, Department of Revenue9,081
0.0% of portfolio›$762
Daiwa Securities Group Inc.8,290
0.0% of portfolio›$696.1K
Asset Management One Co., Ltd.8,171
0.0% of portfolio›$686.1K
Equitable Trust Co7,953
0.0% of portfolio›$667.8K
Steinberg Asset Management LLC7,493
0.4% of portfolio›$629.2K
Lincoln Capital LLC7,300
0.1% of portfolio›$614.5K
State of Wyoming7,069
0.0% of portfolio›$593.6K
UniSuper Management Pty Ltd6,780
0.0% of portfolio›$569.3K
Sendero Wealth Management, LLC6,741
0.1% of portfolio›$566.0K
Virginia Retirement Systems ET Al6,600
0.0% of portfolio›$554.2K
Kestra Advisory Services, LLC6,562
0.0% of portfolio›$551.0K
Truist Financial Corp6,434
0.0% of portfolio›$540.3K
Laurel Wealth Advisors LLC5,710
0.0% of portfolio›$479.5K
USA Financial Formulas5,502
0.1% of portfolio›$462.0K
Sumitomo Mitsui Trust Group, Inc.5,458
0.0% of portfolio›$458.3K
Perigon Wealth Management, LLC5,263
0.0% of portfolio›$441.9K
Hartford Investment Management Co5,210
0.0% of portfolio›$437.5K
Allspring Global Investments Holdings, LLC5,201
0.0% of portfolio›$441.7K
Gamma Investing LLC5,111
0.0% of portfolio›$429.2K
Thompson Investment Management, Inc.5,000
0.0% of portfolio›$419.9K
Advisor OS, LLC4,728
0.0% of portfolio›$397.0K
Stone Wealth Partners4,720
0.1% of portfolio›$398.7K
Studio Investment Management LLC4,718
0.1% of portfolio›$396.2K
Citizens Financial Group Inc4,705
0.0% of portfolio›$395.1K
Louisiana State Employees Retirement System4,700
0.0% of portfolio›$394.7K
Layline Advisors, LLC4,417
0.3% of portfolio›$370.9K
Daymark Wealth Partners, LLC4,383
0.0% of portfolio›$368.0K
RKL Wealth Management LLC4,234
0.0% of portfolio›$355.5K
Garde Capital, Inc.4,189
0.0% of portfolio›$351.8K
Cyndeo Wealth Partners, LLC4,082
0.0% of portfolio›$342.8K
Beese Fulmer Investment Management, Inc.4,071
0.0% of portfolio›$341.8K
V-Square Quantitative Management LLC4,026
0.0% of portfolio›$338.1K
Axxion S.A.3,963
0.0% of portfolio›$332.8K
MKT Advisors LLC3,944
0.1% of portfolio›$333.8K
Mountain Pacific Investment Advisers LLC3,900
0.1% of portfolio›$327.5K
Praxis Investment Management Inc3,820
0.0% of portfolio›$321
Radnor Capital Management, LLC3,815
0.0% of portfolio›$320.3K
Duncker Streett & Co Inc3,810
0.1% of portfolio›$319.9K
Commonwealth Equity Services, LLC3,725
0.0% of portfolio›$312.8K
Vise Technologies, Inc.3,663
0.0% of portfolio›$307.6K
CenterBook Partners LP3,569
0.0% of portfolio›$299.7K
Sumitomo Mitsui DS Asset Management Company, Ltd3,435
0.0% of portfolio›$288.4K
Center for Financial Planning, Inc.3,406
0.0% of portfolio›$286.0K
Koshinski Asset Management, Inc.3,376
0.0% of portfolio›$283.5K
Concurrent Investment Advisors, LLC3,337
0.0% of portfolio›$280.2K
NTV Asset Management LLC3,300
0.0% of portfolio›$277.1K
OpenArc Corporate Advisory, LLC3,281
0.0% of portfolio›$275.5K
Strs Ohio3,228
0.0% of portfolio›$271.1K
Neville Rodie & Shaw Inc3,225
0.0% of portfolio›$271
North Dakota State Investment Board3,019
0.0% of portfolio›$253.5K
Abel Hall, LLC2,985
0.0% of portfolio›$250.7K
KBC Group NV2,973
0.0% of portfolio›$250
Sterling Capital Management LLC2,862
0.0% of portfolio›$240.3K
Farther Finance Advisors, LLC2,851
0.0% of portfolio›$239.4K
Great Diamond Partners, LLC2,840
0.0% of portfolio›$238.5K
Fifth Third Wealth Advisors LLC2,801
0.0% of portfolio›$235.2K
GF Fund Management Co. Ltd.2,789
0.0% of portfolio›$234.2K
NorthCrest Asset Manangement, LLC2,701
0.0% of portfolio›$228.6K
IFS Advisors, LLC2,660
0.1% of portfolio›$223.4K
AlphaCore Capital LLC2,615
0.0% of portfolio›$219.6K
Williams Jones Wealth Management, Llc.2,600
0.0% of portfolio›$218.3K
Atria Investments, Inc2,522
0.0% of portfolio›$211.8K
Bfsg, LLC2,502
0.0% of portfolio›$210.1K
Tempus Wealth Planning, LLC2,442
0.0% of portfolio›$205.1K
Modera Wealth Management, LLC2,425
0.0% of portfolio›$203.6K
Quadrant Capital Group LLC2,421
0.0% of portfolio›$205.9K
Verdence Capital Advisors LLC2,419
0.0% of portfolio›$203.1K
Breakwater Capital Group2,400
0.0% of portfolio›$201.5K
Diversify Advisory Services, LLC2,385
0.0% of portfolio›$207.5K
Diversify Wealth Management, LLC2,385
0.0% of portfolio›$207.5K
Physician Wealth Advisors, Inc.2,012
0.0% of portfolio›$168.9K
Westside Investment Management, Inc.2,000
0.0% of portfolio›$167.9K
Mather Group, Llc.1,836
0.0% of portfolio›$154.2K
Parallel Advisors, LLC1,707
0.0% of portfolio›$143.3K
Foster Dykema Cabot & Partners, LLC1,637
0.0% of portfolio›$137.5K
City State Bank1,619
0.0% of portfolio›$135.9K
MeadowBrook Investment Advisors LLC1,480
0.1% of portfolio›$127.3K
Steph & Co1,410
0.0% of portfolio›$118.4K
CX Institutional1,297
0.0% of portfolio›$109
Fulcrum Asset Management LLP1,146
0.0% of portfolio›$97.4K
Gen-Wealth Partners Inc1,017
0.0% of portfolio›$85.4K
Jnba Financial Advisors1,000
0.0% of portfolio›$84.0K
Davis Capital Management932
0.0% of portfolio›$78.3K
Contravisory Investment Management, Inc.910
0.0% of portfolio›$76.4K
EverSource Wealth Advisors, LLC846
0.0% of portfolio›$71.0K
Godsey & Gibb, Inc800
0.0% of portfolio›$67.2K
Signaturefd, LLC760
0.0% of portfolio›$63.8K
Covestor Ltd740
0.0% of portfolio›$62
Tema Etfs LLC737
0.0% of portfolio›$61.9K
Montag A & Associates Inc700
0.0% of portfolio›$58.8K
Versant Capital Management, Inc640
0.0% of portfolio›$53.7K
Root Financial Partners, LLC591
0.0% of portfolio›$49.6K
Blue Trust, Inc.582
0.0% of portfolio›$48.9K
Deseret Mutual Benefit Administrators530
0.0% of portfolio›$44.5K
Wilmington Savings Fund Society, FSB510
0.0% of portfolio›$42.8K
Trust Co of Vermont500
0.0% of portfolio›$42.0K
First Horizon Corp496
0.0% of portfolio›$41.6K
Hazlett, Burt & Watson, Inc.470
0.0% of portfolio›$39
Elyxium Wealth, LLC431
0.0% of portfolio›$36.2K
Parkside Financial Bank & Trust392
0.0% of portfolio›$32.9K
North Point Portfolio Managers Corp300
0.0% of portfolio›$25.2K
IFP Advisors, Inc254
0.0% of portfolio›$21.3K
Cromwell Holdings LLC225
0.0% of portfolio›$18.9K
MassMutual Private Wealth & Trust, FSB224
0.0% of portfolio›$18.8K
Pinnacle Wealth Planning Services, Inc.215
0.0% of portfolio›$18.1K
Beacon Financial Strategies Corp175
0.0% of portfolio›$14.7K
Assetmark, Inc169
0.0% of portfolio›$14.2K
Reyes Financial Architecture, Inc.161
0.0% of portfolio›$13.5K
TD Private Client Wealth LLC138
0.0% of portfolio›$11.6K
First Pacific Financial124
0.0% of portfolio›$10.4K
Elevation Wealth Partners, LLC118
0.0% of portfolio›$9.9K
Fortitude Family Office, LLC108
0.0% of portfolio›$9.1K
TFC Financial Management, Inc.107
0.0% of portfolio›$9.0K
Costello Asset Management, Inc100
0.0% of portfolio›$8.4K
Vima LLC100
0.0% of portfolio›$8.4K
JFS Wealth Advisors, LLC94
0.0% of portfolio›$7.9K
North Star Investment Management Corp.90
0.0% of portfolio›$7.6K
Ascentis Independent Advisors87
0.0% of portfolio›$7.3K
Manchester Capital Management LLC84
0.0% of portfolio›$7.1K
Essential Investment Partners LLC82
0.0% of portfolio›$6.9K
Private Wealth Management Group, LLC82
0.0% of portfolio›$6.9K
True Wealth Design, LLC82
0.0% of portfolio›$6.9K
SJS Investment Consulting Inc.80
0.0% of portfolio›$6.7K
Glass Jacobson Investment Advisors llc71
0.0% of portfolio›$6.0K
Aspect Partners, LLC71
0.0% of portfolio›$6.0K
CoreCap Advisors, LLC69
0.0% of portfolio›$5.8K
Birch Financial Group, LLC67
0.0% of portfolio›$5.6K
Princeton Global Asset Management LLC58
0.0% of portfolio›$4.9K
Highline Wealth Partners LLC57
0.0% of portfolio›$4.8K
Fairman Group, LLC54
0.0% of portfolio›$4.5K
Pinnacle Bancorp, Inc.54
0.0% of portfolio›$4.5K
Creative Financial Designs Inc54
0.0% of portfolio›$4.5K
Mechanics Financial Corp49
0.0% of portfolio›$4.1K
Creative Capital Management Investments LLC48
0.0% of portfolio›$4.0K
Spire Wealth Management46
0.0% of portfolio›$3.9K
Bay Harbor Wealth Management, LLC32
0.0% of portfolio›$2.7K
Hudson Edge Investment Partners Inc.32
0.0% of portfolio›$2.7K
SBI Securities Co., Ltd.31
0.0% of portfolio›$2.6K
Signature Equity Partners, LLC30
0.0% of portfolio›$2.5K
Canton Hathaway, LLC30
0.0% of portfolio›$2.5K
Ares Financial Consulting, LLC29
0.0% of portfolio›$2.4K
Brown, Lisle Ings, Inc.26
0.0% of portfolio›$2.2K
Torren Management, LLC26
0.0% of portfolio›$2.2K
Cullen T Bankers, Inc.25
0.0% of portfolio›$2.1K
DiNuzzo Private Wealth, Inc.24
0.0% of portfolio›$2.0K
Clark Wealth Partners24
0.0% of portfolio›$2.0K
Cherry Tree Wealth Management, LLC22
0.0% of portfolio›$1.8K
Moisand Fitzgerald Tamayo, LLC20
0.0% of portfolio›$1.7K
Private Trust Co NA20
0.0% of portfolio›$1.7K
Toth Financial Advisory Corp20
0.0% of portfolio›$1.7K
KFG LLC16
0.0% of portfolio›$1.3K
Gilpin Wealth Management, LLC16
0.0% of portfolio›$1.3K
Bell Investment Advisors, Inc15
0.0% of portfolio›$1.3K
MV Capital Management, Inc.15
0.0% of portfolio›$1.3K
UMB Private Wealth Management, LLC14
0.0% of portfolio›$1.2K
Leonteq Securities AG12
0.0% of portfolio›$1.0K
Maseco LLP12
0.0% of portfolio›$1.0K
Grove Bank & Trust11
0.0% of portfolio›$924
James T. Borello RIA11
0.0% of portfolio›$924
Burk Holdings LLC9
0.0% of portfolio›$756
WPG Advisers, LLC9
0.0% of portfolio›$756
Mosley Wealth Management9
0.0% of portfolio›$783
Bare Financial Services, Inc9
0.0% of portfolio›$756
Ascentis Wealth Management, LLC8
0.0% of portfolio›$671
Harbor Investment Advisory, LLC5
0.0% of portfolio›$420
DecisionPoint Financial, LLC5
0.0% of portfolio›$425
Capital Advisors, Ltd. LLC5
0.0% of portfolio›$0
Bokf, NA4
0.0% of portfolio›$336
Monetary Solutions, Ltd3
0.0% of portfolio›$252
WestEnd Advisors, LLC3
0.0% of portfolio›$252
Planning Strategies Inc.3
0.0% of portfolio›$252
American Capital Advisory, LLC3
0.0% of portfolio›$252
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$252
Nfsg Corp2
0.0% of portfolio›$168
Proathlete Wealth Management LLC2
0.0% of portfolio›$167
Maryland Capital Advisors Inc.1
0.0% of portfolio›$84
Essential Partners LLC1
0.0% of portfolio›$84
Activest Wealth Management1
0.0% of portfolio›$84
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$403.1K
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,523,446$295.9M0.1%IndexLowAustin, TX2026-11-04
Swedbank AB
1,042,031$87.5M0.1%GrowthLowStockholm, Sweden2026-10-27
Pzena Investment Management LLC
846,580$71.1M0.2%Deep ValueMediumNew York, NY2026-10-30
Private Management Group Inc
296,505$24.9M0.7%YieldLowIrvine, CA2026-11-04
Everett Harris & Co
200,319$16.8M0.2%CoreVery LowLos Angeles, CA2026-10-28
James J. Burns & Company, LLC
153,777$12.9M1.4%ETFVery LowMelville, NY2026-10-22
DekaBank Deutsche Girozentrale
147,964$12.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Marathon Asset Management Ltd
127,105$10.7M0.5%ValueLowLondon, United Kingdom2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
120,576$10.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Principal Financial Group Inc
98,347$8.3M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
86,008$7.2M0.0%CoreMediumNew York, NY2026-11-04
Foyston, Gordon & Payne Inc
75,693$6.4M1.3%CoreMediumToronto, Australia2026-11-02
New York State Teachers Retirement System
72,524$6.1K0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
72,328$6.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Assenagon Asset Management S.A.
68,079$5.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
GHP Investment Advisors, Inc.
53,329$4.5M0.2%CoreVery LowDenver, CO2026-10-15
LEE Danner & Bass Inc
48,550$4.1M0.2%ValueVery LowNashville, TN2026-10-27
Carrera Capital Advisors
46,831$3.9M0.6%ETFMediumTroy, MI2026-11-03
Moran Wealth Management, LLC
44,820$3.8M0.1%CoreMediumNaples, FL2026-10-22
Wealth Enhancement Advisory Services, LLC
43,104$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Baker Ellis Asset Management LLC
42,494$3.6M0.4%GARPVery LowVancouver, WA2026-10-14
Simplify Asset Management Inc.
37,999$3.2M0.1%CoreLowLas Vegas, NV2026-10-27
Nisa Investment Advisors, LLC
33,512$2.8M0.0%IndexVery LowSt. Louis, MO2026-10-20
State of New Jersey Common Pension Fund D
31,674$2.7M0.0%CoreLowTrenton, NJ2026-11-05
Formuepleje A/S
31,439$2.6M0.2%CoreMediumAarhus C, Greece2026-10-15
Salem Investment Counselors Inc
30,680$2.6M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Czech National Bank
27,538$2.3M0.0%IndexVery LowPrague, Bahrain2026-10-13
New York Life Investment Management LLC
27,512$2.3M0.0%GrowthLowNew York, NY2026-11-04
Arizona State Retirement System
27,273$2.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
SEB Asset Management AB
25,540$2.1M0.0%CoreN/AStockholm, Sweden2026-11-04
Mirae Asset Global Investments Co., Ltd.
24,851$2.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
MacKenzie Financial Corp
24,479$2.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
State of Michigan Retirement System
24,088$2.0M0.0%IndexLowEast Lansing, MI2026-10-27
Cardinal Capital Management
21,927$1.8M0.2%ValueVery LowRaleigh, NC2026-10-21
Ridgewood Investments LLC
21,891$1.8M0.7%ValueMediumSpringfield, NJ2026-10-05
CIBC Asset Management Inc
21,643$1.8M0.0%GARPLowToronto, South Africa2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
21,175$1.8M0.0%CoreLowHarrisburg, PA2026-11-03
ProShare Advisors LLC
20,582$1.7M0.0%GrowthLowBethesda, MD2026-10-29
Gateway Investment Advisers LLC
20,507$1.7M0.0%GrowthLowCincinnati, OH2026-10-13
Retirement Systems of Alabama
20,099$1.7M0.0%IndexLowMontgomery, AL2026-11-04
Pictet Asset Management Holding SA
19,708$1.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Exchange Traded Concepts, LLC
18,795$1.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Arjuna Capital
18,678$1.6M0.4%MomentumMediumManchester, MA2026-11-03
Robeco Institutional Asset Management B.V.
17,964$1.5M0.0%CoreMediumRotterdam, Philippines2026-10-20
Xponance LLC
17,525$1.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Amalgamated Bank
16,507$1.4K0.0%CoreVery LowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
16,476$1.4M0.0%CoreLowZurich, Switzerland2026-11-03
JSF Financial, LLC
16,305$1.4M0.2%ETFMediumLos Angeles, CA2026-10-22
HB Wealth Management, LLC
16,202$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Neos Investment Management LLC
15,947$1.3M0.0%IndexVery LowWestport, CT2026-11-04
Reflection Asset Management
15,759$1.3M0.5%GrowthMediumIsle Of Palms, SC2026-10-28
Ethic Inc.
15,243$1.3M0.0%CoreLowNew York, NY2026-11-03
Yousif Capital Management, LLC
15,126$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Keybank National Association
13,920$1.2M0.0%CoreLowBrooklyn, OH2026-11-04
Diversified Management Inc
13,269$1.1M0.2%CoreVery LowMilwaukee, WI2026-10-08
Jackson Creek Investment Advisors LLC
13,094$1.1K0.0%ValueVery HighCastle Rock, CO2026-11-04
Oregon Public Employees Retirement Fund
11,823$992.8K0.0%IndexVery LowTigard, OR2026-10-30
Central Pacific Bank - Trust Division
11,300$948.9K0.1%CoreMediumHonolulu, HI2026-10-06
Crossmark Global Holdings, Inc.
11,026$925.9K0.0%GARPMediumHouston, TX2026-10-21
Rakuten Investment Management, Inc.
10,971$932.2K0.0%ETFMediumTokyo, Mexico2026-10-30
Oppenheimer Asset Management Inc.
10,720$900.2K0.0%CoreMediumNew York, NY2026-10-27
Lido Advisors, LLC
10,497$881.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Mutual of America Capital Management LLC
9,866$828.4K0.0%IndexLowNew York, NY2026-10-23
Beacon Investment Advisory Services, Inc.
9,739$817.8K0.0%GrowthLowMorristown, NJ2026-10-13
State of Alaska, Department of Revenue
9,081$7620.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
8,290$696.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Asset Management One Co., Ltd.
8,171$686.1K0.0%IndexVery LowTokyo, Mexico2026-10-27
Equitable Trust Co
7,953$667.8K0.0%CoreLowNashville, TN2026-10-13
Steinberg Asset Management LLC
7,493$629.2K0.4%CoreLowNew York, NY2026-10-29
Lincoln Capital LLC
7,300$614.5K0.1%CoreVery LowLincoln, NE2026-10-09
State of Wyoming
7,069$593.6K0.0%ValueHighCheyenne, WY2026-10-28
UniSuper Management Pty Ltd
6,780$569.3K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Sendero Wealth Management, LLC
6,741$566.0K0.1%GARPLowSan Antonio, TX2026-10-14
Virginia Retirement Systems ET Al
6,600$554.2K0.0%CoreMediumRichmond, VA2026-10-28
Kestra Advisory Services, LLC
6,562$551.0K0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
6,434$540.3K0.0%CoreLowCharlotte, NC2026-10-30
Laurel Wealth Advisors LLC
5,710$479.5K0.0%CoreVery LowCharlotte, NC2026-10-27
USA Financial Formulas
5,502$462.0K0.1%ETFVery HighAda, MI2026-10-16
Sumitomo Mitsui Trust Group, Inc.
5,458$458.3K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Perigon Wealth Management, LLC
5,263$441.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Hartford Investment Management Co
5,210$437.5K0.0%IndexVery LowHartford, CT2026-11-04
Allspring Global Investments Holdings, LLC
5,201$441.7K0.0%CoreMediumCharlotte, NC2026-11-04
Gamma Investing LLC
5,111$429.2K0.0%IndexVery LowFoster City, CA2026-10-08
Thompson Investment Management, Inc.
5,000$419.9K0.0%ValueMediumMadison, WI2026-10-14
Advisor OS, LLC
4,728$397.0K0.0%ETFMediumChicago, IL2026-11-03
Stone Wealth Partners
4,720$398.7K0.1%ETFLowJefferson, LA2026-11-05
Studio Investment Management LLC
4,718$396.2K0.1%ETFLowChicago, IL2026-10-22
Citizens Financial Group Inc
4,705$395.1K0.0%GrowthLowProvidence, RI2026-10-23
Louisiana State Employees Retirement System
4,700$394.7K0.0%IndexLowBaton Rouge, LA2026-10-20
Layline Advisors, LLC
4,417$370.9K0.3%ETFLowRochester, NY2026-11-02
Daymark Wealth Partners, LLC
4,383$368.0K0.0%CoreLowCincinnati, OH2026-11-04
RKL Wealth Management LLC
4,234$355.5K0.0%ETFVery LowLancaster, PA2026-10-16
Garde Capital, Inc.
4,189$351.8K0.0%ETFLowSeattle, WA2026-10-29
Cyndeo Wealth Partners, LLC
4,082$342.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Beese Fulmer Investment Management, Inc.
4,071$341.8K0.0%CoreLowCanton, OH2026-10-23
V-Square Quantitative Management LLC
4,026$338.1K0.0%CoreLowChicago, IL2026-10-15
Axxion S.A.
3,963$332.8K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
MKT Advisors LLC
3,944$333.8K0.1%ETFLowCarlsbad, CA2026-10-20
Mountain Pacific Investment Advisers LLC
3,900$327.5K0.1%CoreVery LowBoise, ID2026-10-29
Praxis Investment Management Inc
3,820$3210.0%CoreLowGoshen, IN2026-11-03
Radnor Capital Management, LLC
3,815$320.3K0.0%CoreLowWayne, PA2026-10-23
Duncker Streett & Co Inc
3,810$319.9K0.1%GrowthLowSt. Louis, MO2026-10-27
Commonwealth Equity Services, LLC
3,725$312.8K0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
3,663$307.6K0.0%IndexLowNew York, NY2026-10-29
CenterBook Partners LP
3,569$299.7K0.0%ValueVery HighGreenwich, CT2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
3,435$288.4K0.0%IndexVery LowTokyo, Mexico2026-10-20
Center for Financial Planning, Inc.
3,406$286.0K0.0%ETFLowSouthfied, MI2026-10-26
Koshinski Asset Management, Inc.
3,376$283.5K0.0%ETFLowDecatur, IL2026-10-29
Concurrent Investment Advisors, LLC
3,337$280.2K0.0%GrowthMediumTampa, FL2026-10-16
NTV Asset Management LLC
3,300$277.1K0.0%GrowthLowCharleston, WV2026-10-23
OpenArc Corporate Advisory, LLC
3,281$275.5K0.0%GrowthLowAtlanta, GA2026-10-21
Strs Ohio
3,228$271.1K0.0%CoreMediumColumbus, OH2026-10-30
Neville Rodie & Shaw Inc
3,225$2710.0%GrowthLowNew York, NY2026-10-05
North Dakota State Investment Board
3,019$253.5K0.0%GrowthMediumBismarck, ND2026-10-27
Abel Hall, LLC
2,985$250.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
KBC Group NV
2,973$2500.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
2,862$240.3K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
2,851$239.4K0.0%IndexLowSan Francisco, CA2026-10-08
Great Diamond Partners, LLC
2,840$238.5K0.0%CoreMediumPortland, ME2026-10-13
Fifth Third Wealth Advisors LLC
2,801$235.2K0.0%IndexVery LowCincinnati, OH2026-10-22
GF Fund Management Co. Ltd.
2,789$234.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
NorthCrest Asset Manangement, LLC
2,701$228.6K0.0%GrowthLowPlymouth, MN2026-10-13
IFS Advisors, LLC
2,660$223.4K0.1%ETFLowOverland Park, KS2026-10-14
AlphaCore Capital LLC
2,615$219.6K0.0%ETFLowLa Jolla, CA2026-11-04
Williams Jones Wealth Management, Llc.
2,600$218.3K0.0%GrowthLowNew York, NY2026-11-05
Atria Investments, Inc
2,522$211.8K0.0%CoreMediumCharlotte, NC2026-10-15
Bfsg, LLC
2,502$210.1K0.0%CoreLowIrvine, CA2026-10-30
Tempus Wealth Planning, LLC
2,442$205.1K0.0%ETFMediumIrvine, CA2026-10-14
Modera Wealth Management, LLC
2,425$203.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Quadrant Capital Group LLC
2,421$205.9K0.0%CoreLowCincinnati, OH2026-10-20
Verdence Capital Advisors LLC
2,419$203.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Breakwater Capital Group
2,400$201.5K0.0%ETFLowParamus, NJ2026-10-09
Diversify Advisory Services, LLC
2,385$207.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,385$207.5K0.0%GrowthMediumSandy, UT2026-10-20
Physician Wealth Advisors, Inc.
2,012$168.9K0.0%ETFMediumMidvale, UT2026-10-20
Westside Investment Management, Inc.
2,000$167.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Mather Group, Llc.
1,836$154.2K0.0%ETFMediumChicago, IL2026-10-14
Parallel Advisors, LLC
1,707$143.3K0.0%IndexLowSan Francisco, CA2026-11-03
Foster Dykema Cabot & Partners, LLC
1,637$137.5K0.0%GrowthLowWaltham, MA2026-10-30
City State Bank
1,619$135.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
MeadowBrook Investment Advisors LLC
1,480$127.3K0.1%CoreLowLivonia, MI2026-10-29
Steph & Co
1,410$118.4K0.0%ETFLowMarinette, WI2026-10-07
CX Institutional
1,297$1090.0%CoreMediumAuburn, IN2026-10-02
Fulcrum Asset Management LLP
1,146$97.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Gen-Wealth Partners Inc
1,017$85.4K0.0%CoreLowZeeland, MI2026-11-04
Jnba Financial Advisors
1,000$84.0K0.0%ETFMediumBloomington, MN2026-11-03
Davis Capital Management
932$78.3K0.0%CoreLowJacksonville, FL2026-10-08
Contravisory Investment Management, Inc.
910$76.4K0.0%MomentumHighNorwell, MA2026-10-13
EverSource Wealth Advisors, LLC
846$71.0K0.0%CoreMediumBirmingham, AL2026-11-04
Godsey & Gibb, Inc
800$67.2K0.0%CoreLowRichmond, VA2026-10-14
Signaturefd, LLC
760$63.8K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
740$620.0%ValueHighLondon, United Kingdom2026-10-30
Tema Etfs LLC
737$61.9K0.0%GrowthMediumNew York, NY2026-10-16
Montag A & Associates Inc
700$58.8K0.0%CoreLowAtlanta, GA2026-10-29
Versant Capital Management, Inc
640$53.7K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
591$49.6K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
582$48.9K0.0%ETFLowBrentwood, TN2026-10-15
Deseret Mutual Benefit Administrators
530$44.5K0.0%CoreMediumSalt Lake City, UT2026-11-04
Wilmington Savings Fund Society, FSB
510$42.8K0.0%CoreLowWilmington, DE2026-10-23
Trust Co of Vermont
500$42.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
First Horizon Corp
496$41.6K0.0%CoreLowMemphis, TN2026-10-26
Hazlett, Burt & Watson, Inc.
470$390.0%CoreVery LowWheeling, WV2026-11-04
Elyxium Wealth, LLC
431$36.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Parkside Financial Bank & Trust
392$32.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
North Point Portfolio Managers Corp
300$25.2K0.0%GrowthLowOrange Village, OH2026-10-07
IFP Advisors, Inc
254$21.3K0.0%GrowthLowTampa, FL2026-10-16
Cromwell Holdings LLC
225$18.9K0.0%IndexLowJackson, WY2026-10-28
MassMutual Private Wealth & Trust, FSB
224$18.8K0.0%CoreLowSpringfield, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
215$18.1K0.0%GARPLowMansfield, OH2026-10-27
Beacon Financial Strategies Corp
175$14.7K0.0%ETFVery LowRaleigh, NC2026-10-14
Assetmark, Inc
169$14.2K0.0%ETFLowConcord, CA2026-10-21
Reyes Financial Architecture, Inc.
161$13.5K0.0%ETFVery HighSan Diego, CA2026-10-22
TD Private Client Wealth LLC
138$11.6K0.0%ETFLowNew York, NY2026-10-28
First Pacific Financial
124$10.4K0.0%ETFLowVancouver, WA2026-10-14
Elevation Wealth Partners, LLC
118$9.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Fortitude Family Office, LLC
108$9.1K0.0%ETFMediumScottsdale, AZ2026-10-14
TFC Financial Management, Inc.
107$9.0K0.0%ETFVery LowBoston, MA2026-10-26
Costello Asset Management, Inc
100$8.4K0.0%CoreLowFeasterville, PA2026-10-30
Vima LLC
100$8.4K0.0%CoreLowTroy, MI2026-10-23
JFS Wealth Advisors, LLC
94$7.9K0.0%ETFVery LowHermitage, PA2026-11-03
North Star Investment Management Corp.
90$7.6K0.0%CoreLowChicago, IL2026-10-27
Ascentis Independent Advisors
87$7.3K0.0%ETFLowDallas, TX2026-11-03
Manchester Capital Management LLC
84$7.1K0.0%CoreLowManchester, VT2026-10-22
Essential Investment Partners LLC
82$6.9K0.0%GrowthLowEnglewood, CO2026-10-27
Private Wealth Management Group, LLC
82$6.9K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
82$6.9K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
80$6.7K0.0%ETFVery LowSylvania, OH2026-10-26
Glass Jacobson Investment Advisors llc
71$6.0K0.0%ETFLowOwings Mills, MD2026-10-26
Aspect Partners, LLC
71$6.0K0.0%ETFMediumFairfax, VA2026-10-20
CoreCap Advisors, LLC
69$5.8K0.0%ETFMediumSouthfield, MI2026-10-08
Birch Financial Group, LLC
67$5.6K0.0%CoreLowKeene, NH2026-10-27
Princeton Global Asset Management LLC
58$4.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Highline Wealth Partners LLC
57$4.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Fairman Group, LLC
54$4.5K0.0%ETFLowChesterbrook, PA2026-10-26
Pinnacle Bancorp, Inc.
54$4.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Creative Financial Designs Inc
54$4.5K0.0%ETFMediumKokomo, IN2026-11-04
Mechanics Financial Corp
49$4.1K0.0%CoreVery LowMansfield, OH2026-11-05
Creative Capital Management Investments LLC
48$4.0K0.0%ETFLowSan Diego, CA2026-10-28
Spire Wealth Management
46$3.9K0.0%GrowthMediumMclean, VA2026-10-30
Bay Harbor Wealth Management, LLC
32$2.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Hudson Edge Investment Partners Inc.
32$2.7K0.0%Deep ValueMediumJersey City, NJ2026-10-28
SBI Securities Co., Ltd.
31$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signature Equity Partners, LLC
30$2.5K0.0%GrowthMediumColumbus, OH2026-10-29
Canton Hathaway, LLC
30$2.5K0.0%ValueLowProvidence, RI2026-10-23
Ares Financial Consulting, LLC
29$2.4K0.0%CoreLowCalabasas, CA2026-10-19
Brown, Lisle Ings, Inc.
26$2.2K0.0%CoreVery LowProvidence, RI2026-10-16
Torren Management, LLC
26$2.2K0.0%ETFMediumSan Diego, CA2026-10-29
Cullen T Bankers, Inc.
25$2.1K0.0%GrowthLowSan Antonio, TX2026-10-28
DiNuzzo Private Wealth, Inc.
24$2.0K0.0%ETFLowBeaver, PA2026-10-16
Clark Wealth Partners
24$2.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Cherry Tree Wealth Management, LLC
22$1.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Moisand Fitzgerald Tamayo, LLC
20$1.7K0.0%ETFVery LowOrlando, FL2026-10-15
Private Trust Co NA
20$1.7K0.0%CoreLowCleveland, OH2026-10-20
Toth Financial Advisory Corp
20$1.7K0.0%CoreLowLeesburg, VA2026-10-08
KFG LLC
16$1.3K0.0%ETFN/ARapid City, SD2026-11-02
Gilpin Wealth Management, LLC
16$1.3K0.0%GrowthLowDenver, CO2026-10-09
Bell Investment Advisors, Inc
15$1.3K0.0%ETFVery LowOrinda, CA2026-10-29
MV Capital Management, Inc.
15$1.3K0.0%ETFLowBethesda, MD2026-10-29
UMB Private Wealth Management, LLC
14$1.2K0.0%GrowthN/AKansas City, MO2026-10-19
Leonteq Securities AG
12$1.0K0.0%CoreHighZurich, Switzerland2026-10-29
Maseco LLP
12$1.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Grove Bank & Trust
11$9240.0%ETFLowMiami, FL2026-10-08
James T. Borello RIA
11$9240.0%ETFVery LowEast Dundee, IL2026-10-16
Burk Holdings LLC
9$7560.0%ETFVery LowTulsa, OK2026-11-05
WPG Advisers, LLC
9$7560.0%CoreLowBaltimore, MD2026-10-27
Mosley Wealth Management
9$7830.0%ETFHighAnaheim, CA2026-10-16
Bare Financial Services, Inc
9$7560.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
8$6710.0%Agg GrowthLowDallas, TX2026-11-03
Harbor Investment Advisory, LLC
5$4200.0%GrowthLowLutherville, MD2026-10-13
DecisionPoint Financial, LLC
5$4250.0%ETFVery LowMesa, AZ2026-10-27
Capital Advisors, Ltd. LLC
5$00.0%ETFLowShaker Heights, OH2026-10-27
Bokf, NA
4$3360.0%CoreLowTulsa, OK2026-10-27
Monetary Solutions, Ltd
3$2520.0%ETFVery LowDayton, OH2026-10-22
WestEnd Advisors, LLC
3$2520.0%ETFMediumCharlotte, NC2026-10-27
Planning Strategies Inc.
3$2520.0%ETFN/ALancaster, PA2026-10-02
American Capital Advisory, LLC
3$2520.0%ETFLowKetchum, ID2026-10-28
Provenance Wealth Advisors, LLC
3$2520.0%ETFLowFort Lauderdale, FL2026-10-30
Nfsg Corp
2$1680.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Proathlete Wealth Management LLC
2$1670.0%ETFVery LowBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
1$840.0%ETFVery LowChester, MD2026-10-15
Essential Partners LLC
1$840.0%ValueMediumRancho Santa Fe, CA2026-10-14
Activest Wealth Management
1$840.0%ETFLowAventura, FL2026-10-15
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02
Prairie Wealth Advisors, Inc.
0$403.1K0.1%CoreVery LowOmaha, NE2026-10-29