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Sentinelone Inc (S)

CUSIP: 81730H109 | NYSE | Technology · Software - Infrastructure | Mid Cap | 1209 institutional holders

Quarters

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

Dimensional Fund Advisors LP4,663,326
0.0% of portfolio›$110.8M
Swedbank AB3,250,000
0.1% of portfolio›$77.2M
Assenagon Asset Management S.A.1,846,844
0.0% of portfolio›$43.9M
Bank of New York Mellon Corp1,811,342
0.0% of portfolio›$43.0M
Vontobel Holding Ltd.919,534
0.1% of portfolio›$21.8M
Wealth Enhancement Advisory Services, LLC462,809
0.0% of portfolio›$11.0M
Meritas Wealth Management, LLC445,493
3.8% of portfolio›$10.6M
Citigroup Inc373,352
0.0% of portfolio›$8.9M
Creative Planning338,169
0.0% of portfolio›$8.0M
Fifth Third Bancorp335,898
0.0% of portfolio›$8.0M
AGF Management LTD329,523
0.0% of portfolio›$7.8M
Exchange Traded Concepts, LLC274,856
0.0% of portfolio›$6.5M
Asset Management One Co., Ltd.237,573
0.0% of portfolio›$5.6M
Sycomore Asset Management207,688
0.4% of portfolio›$3.9K
Oppenheimer & Co Inc174,951
0.0% of portfolio›$4.2M
DekaBank Deutsche Girozentrale153,000
0.0% of portfolio›$3.6K
Simplex Trading, LLC123,364
0.0% of portfolio›$2.9M
Meitav Investment House LTD116,200
0.0% of portfolio›$2.7M
State of New Jersey Common Pension Fund D106,052
0.0% of portfolio›$2.5M
Moody National Bank Trust Division95,733
0.2% of portfolio›$2.3M
Arizona State Retirement System90,088
0.0% of portfolio›$2.1M
Brighton Jones LLC75,290
0.0% of portfolio›$1.8M
Mirae Asset Global Investments Co., Ltd.74,137
0.0% of portfolio›$1.8M
Concurrent Investment Advisors, LLC73,149
0.0% of portfolio›$1.7M
Malaga Cove Capital, LLC72,800
0.6% of portfolio›$1.7M
HB Wealth Management, LLC70,158
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd69,080
0.0% of portfolio›$1.6M
KBC Group NV66,727
0.0% of portfolio›$1.6K
Truist Financial Corp63,101
0.0% of portfolio›$1.5M
NLB Skladi, upravljanje premozenja, d.o.o.58,527
0.1% of portfolio›$1.4M
GC Wealth Management RIA, LLC56,952
0.1% of portfolio›$1.4M
Illinois Municipal Retirement Fund55,090
0.0% of portfolio›$1.3M
Fulcrum Asset Management LLP53,928
0.1% of portfolio›$1.3M
MFG Wealth Management, Inc.53,439
0.9% of portfolio›$1.3M
Pictet Asset Management Holding SA49,382
0.0% of portfolio›$1.2M
Chicago Partners Investment Group LLC48,486
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.47,801
0.0% of portfolio›$1.1K
Chicago Capital, LLC44,784
0.0% of portfolio›$1.1M
Xponance LLC44,772
0.0% of portfolio›$1.1M
Arkfeld Wealth Strategies, L.L.C.42,888
0.3% of portfolio›$1.1M
Green Alpha Advisors, LLC41,944
0.7% of portfolio›$996.6K
Commonwealth Equity Services, LLC40,613
0.0% of portfolio›$965.0K
Citizens Financial Group Inc37,679
0.0% of portfolio›$895.3K
Wealth Effects LLC37,650
0.2% of portfolio›$894.6K
Y.D. More Investments Ltd37,625
0.0% of portfolio›$894.0K
Alps Advisors Inc35,960
0.0% of portfolio›$854.4K
Northern Lights Advisors, Inc.35,953
0.4% of portfolio›$854.2K
Lido Advisors, LLC35,940
0.0% of portfolio›$853.9K
Ahara Advisors LLC33,584
0.5% of portfolio›$798.0K
US Bancorp \de\32,919
0.0% of portfolio›$782.2K
Harbour Capital Advisors, LLC32,685
0.1% of portfolio›$776.6K
NorthCrest Asset Manangement, LLC31,342
0.0% of portfolio›$796.1K
Krilogy Financial LLC30,887
0.0% of portfolio›$792.6K
Curated Wealth Partners LLC28,159
0.1% of portfolio›$669.1K
180 Wealth Advisors, LLC26,634
0.1% of portfolio›$632.8K
Smith Group Asset Management, LLC26,085
0.0% of portfolio›$619.8K
Bailard, Inc.25,200
0.0% of portfolio›$598.8K
Sumitomo Mitsui Trust Group, Inc.25,162
0.0% of portfolio›$597.8K
Avory & Company, LLC24,423
0.7% of portfolio›$580.3K
Caitong International Asset Management Co., Ltd24,103
0.1% of portfolio›$572.7K
Collaborative Fund Advisors, LLC24,035
0.3% of portfolio›$571.1K
Axxion S.A.23,726
0.0% of portfolio›$563.7K
Parcion Private Wealth LLC22,105
0.0% of portfolio›$525.2K
EverSource Wealth Advisors, LLC21,779
0.0% of portfolio›$517.5K
AlphaCore Capital LLC21,770
0.0% of portfolio›$517.3K
Interchange Capital Partners, LLC21,354
0.1% of portfolio›$507.4K
Swiss Life Asset Management Ltd20,819
0.0% of portfolio›$494.7K
Amalgamated Bank20,433
0.0% of portfolio›$485
Straight Path Wealth Management20,100
0.1% of portfolio›$477.6K
Maryland State Retirement & Pension System19,352
0.0% of portfolio›$459.8K
MBL Wealth, LLC18,714
0.0% of portfolio›$444.6K
Farther Finance Advisors, LLC18,533
0.0% of portfolio›$440.3K
Probity Advisors, Inc.18,445
0.1% of portfolio›$438.3K
Prospera Financial Services Inc16,269
0.0% of portfolio›$409.2K
IFP Advisors, Inc15,798
0.0% of portfolio›$375.4K
Ritholtz Wealth Management14,695
0.0% of portfolio›$349.2K
Themes Management Co LLC13,609
0.2% of portfolio›$323.4K
Modera Wealth Management, LLC13,595
0.0% of portfolio›$323.0K
Praxis Investment Management Inc13,564
0.0% of portfolio›$322
Daymark Wealth Partners, LLC13,550
0.0% of portfolio›$321.9K
Flynn Zito Capital Management, LLC13,203
0.1% of portfolio›$313.7K
Capstone Wealth Management, LLC12,716
0.1% of portfolio›$302.1K
Soltis Investment Advisors LLC12,437
0.0% of portfolio›$295.5K
VestGen Advisors, LLC12,175
0.0% of portfolio›$289.3K
Allegiance Financial Group Advisory Services LLC11,928
0.0% of portfolio›$283.4K
Essential Partners LLC11,727
0.1% of portfolio›$278.6K
Apollon Wealth Management, LLC11,558
0.0% of portfolio›$274.6K
Almanack Investment Partners, Llc.11,390
0.0% of portfolio›$270.6K
Twelve Points Wealth Management LLC10,768
0.1% of portfolio›$270.8K
SYM Financial Corp10,652
0.0% of portfolio›$253.1K
Leonteq Securities AG10,401
0.0% of portfolio›$247.1K
CIBC Asset Management Inc10,328
0.0% of portfolio›$245.4K
Kestra Private Wealth Services, LLC10,149
0.0% of portfolio›$241.1K
SBI Securities Co., Ltd.9,945
0.0% of portfolio›$236.3K
North Dakota State Investment Board9,809
0.0% of portfolio›$233.1K
Valeo Financial Advisors, LLC9,470
0.0% of portfolio›$225.0K
waypoint wealth counsel9,437
0.1% of portfolio›$224.2K
J. Safra Sarasin Holding AG9,381
0.0% of portfolio›$222.9K
Kestra Advisory Services, LLC9,268
0.0% of portfolio›$220.2K
Cyndeo Wealth Partners, LLC9,083
0.0% of portfolio›$215.8K
QTR Family Wealth, LLC9,055
0.1% of portfolio›$215.1K
Beese Fulmer Investment Management, Inc.8,927
0.0% of portfolio›$212.1K
Aspiriant, LLC8,696
0.0% of portfolio›$206.6K
Americana Partners, LLC8,554
0.0% of portfolio›$203.2K
Blue Trust, Inc.8,515
0.0% of portfolio›$202.3K
Spire Wealth Management7,015
0.0% of portfolio›$166.7K
Ashurst Perkins Coie Trust Co6,850
0.0% of portfolio›$162.7K
True Wealth Design, LLC6,724
0.0% of portfolio›$159.8K
Bayforest Capital Ltd6,106
0.2% of portfolio›$145.1K
Versant Capital Management, Inc5,302
0.0% of portfolio›$126.0K
Gamma Investing LLC5,191
0.0% of portfolio›$123.3K
Strategic Advocates LLC5,000
0.5% of portfolio›$118.8K
Wilmington Savings Fund Society, FSB4,672
0.0% of portfolio›$111.0K
Strs Ohio4,400
0.0% of portfolio›$104.5K
SJS Investment Consulting Inc.4,260
0.0% of portfolio›$101.2K
Covestor Ltd4,159
0.0% of portfolio›$99
Smallwood Wealth Investment Management, LLC4,000
0.0% of portfolio›$95.0K
Root Financial Partners, LLC3,535
0.0% of portfolio›$84.0K
Sterling Capital Management LLC3,376
0.0% of portfolio›$80.2K
Spurstone Advisory Services, LLC3,300
1.1% of portfolio›$81.4K
Parallel Advisors, LLC3,184
0.0% of portfolio›$75.7K
Larson Financial Group LLC3,066
0.0% of portfolio›$72.8K
Foster Dykema Cabot & Partners, LLC3,007
0.0% of portfolio›$71.4K
Triumph Capital Management2,691
0.0% of portfolio›$63.9K
Signaturefd, LLC2,355
0.0% of portfolio›$56.0K
Provenance Wealth Advisors, LLC2,321
0.0% of portfolio›$55.1K
Fortitude Family Office, LLC2,066
0.0% of portfolio›$49.1K
Trifecta Capital Advisors, LLC1,850
0.0% of portfolio›$44.0K
Nisa Investment Advisors, LLC1,221
0.0% of portfolio›$29.0K
Parkside Financial Bank & Trust1,173
0.0% of portfolio›$27.9K
Activest Wealth Management1,152
0.0% of portfolio›$27.4K
Compass Financial Management LLC1,000
0.0% of portfolio›$23.8K
Assetmark, Inc925
0.0% of portfolio›$22.0K
Atwood & Palmer Inc875
0.0% of portfolio›$20.8K
Creative Financial Designs Inc760
0.0% of portfolio›$18.1K
Silver Grove Financial Group, Inc.693
0.0% of portfolio›$16.5K
Hilton Head Capital Partners, LLC597
0.0% of portfolio›$14.2K
Avion Wealth577
0.0% of portfolio›$13
Rakuten Securities, Inc.510
0.0% of portfolio›$12.1K
Nfsg Corp506
0.0% of portfolio›$12.0K
Marquette Asset Management, LLC464
0.0% of portfolio›$11.0K
Wilkerson Advisory Group LLC444
0.0% of portfolio›$10.5K
James T. Borello RIA440
0.0% of portfolio›$10.5K
Elevation Wealth Partners, LLC422
0.0% of portfolio›$10.0K
GK Wealth Management LLC400
0.0% of portfolio›$9.5K
Ascentis Independent Advisors379
0.0% of portfolio›$9.0K
Mitsubishi UFJ Asset Management Co., Ltd.375
0.0% of portfolio›$8.9K
Trust Co of Vermont325
0.0% of portfolio›$7.7K
Nemes Rush Group LLC300
0.0% of portfolio›$7.1K
NBH Bank278
0.0% of portfolio›$6.6K
TD Private Client Wealth LLC269
0.0% of portfolio›$6.4K
UMB Private Wealth Management, LLC250
0.0% of portfolio›$5.9K
Rossby Financial, LCC244
0.0% of portfolio›$5.8K
Lanark Financial, Inc.231
0.0% of portfolio›$5.5K
North Star Investment Management Corp.216
0.0% of portfolio›$5.1K
TFC Financial Management, Inc.200
0.0% of portfolio›$4.8K
Bear Mountain Capital, Inc.142
0.0% of portfolio›$3.1K
MassMutual Private Wealth & Trust, FSB137
0.0% of portfolio›$3.3K
Cromwell Holdings LLC107
0.0% of portfolio›$2.5K
Heritage Family Offices, LLP100
0.0% of portfolio›$2.4K
IFS Advisors, LLC100
0.0% of portfolio›$2.4K
Elyxium Wealth, LLC77
0.0% of portfolio›$1.8K
American Capital Advisory, LLC62
0.0% of portfolio›$1.5K
Burk Holdings LLC61
0.0% of portfolio›$1.4K
Bell Investment Advisors, Inc59
0.0% of portfolio›$1.4K
Latitude Advisors, LLC50
0.0% of portfolio›$1.2K
Planning Strategies Inc.46
0.0% of portfolio›$1.1K
MV Capital Management, Inc.41
0.0% of portfolio›$975
JFS Wealth Advisors, LLC40
0.0% of portfolio›$951
Physician Wealth Advisors, Inc.33
0.0% of portfolio›$785
Owl Creek Wealth Partners LLC25
0.0% of portfolio›$594
Signature Equity Partners, LLC22
0.0% of portfolio›$523
Creative Capital Management Investments LLC21
0.0% of portfolio›$499
Pinnacle Wealth Planning Services, Inc.21
0.0% of portfolio›$499
Essential Investment Partners LLC20
0.0% of portfolio›$475
Evolution Wealth Management Inc.20
0.0% of portfolio›$475
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$404
Hughes Financial Services, LLC16
0.0% of portfolio›$411
Quaker Wealth Management, LLC14
0.0% of portfolio›$333
Davis Capital Management6
0.0% of portfolio›$143
Monetary Solutions, Ltd4
0.0% of portfolio›$95
Ares Financial Consulting, LLC4
0.0% of portfolio›$95
Gilpin Wealth Management, LLC3
0.0% of portfolio›$72
DecisionPoint Financial, LLC3
0.0% of portfolio›$75
West Financial Advisors, LLC3
0.0% of portfolio›$72
Maryland Capital Advisors Inc.1
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,663,326$110.8M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
3,250,000$77.2M0.1%GrowthLowStockholm, Sweden2026-10-27
Assenagon Asset Management S.A.
1,846,844$43.9M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bank of New York Mellon Corp
1,811,342$43.0M0.0%CoreLowNew York, NY2026-11-05
Vontobel Holding Ltd.
919,534$21.8M0.1%CoreMediumZurich, Switzerland2026-10-16
Wealth Enhancement Advisory Services, LLC
462,809$11.0M0.0%CoreLowPlymouth, MN2026-10-13
Meritas Wealth Management, LLC
445,493$10.6M3.8%ETFVery LowSan Rafael, CA2026-10-14
Citigroup Inc
373,352$8.9M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
338,169$8.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
335,898$8.0M0.0%IndexVery LowCincinnati, OH2026-11-05
AGF Management LTD
329,523$7.8M0.0%GrowthHighToronto, Australia2026-11-03
Exchange Traded Concepts, LLC
274,856$6.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Asset Management One Co., Ltd.
237,573$5.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Sycomore Asset Management
207,688$3.9K0.4%Agg GrowthLowParis, India2026-10-26
Oppenheimer & Co Inc
174,951$4.2M0.0%CoreLowNew York, NY2026-10-26
DekaBank Deutsche Girozentrale
153,000$3.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Simplex Trading, LLC
123,364$2.9M0.0%CoreVery HighChicago, IL2026-11-04
Meitav Investment House LTD
116,200$2.7M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
State of New Jersey Common Pension Fund D
106,052$2.5M0.0%CoreLowTrenton, NJ2026-11-05
Moody National Bank Trust Division
95,733$2.3M0.2%CoreMediumGalveston, TX2026-10-06
Arizona State Retirement System
90,088$2.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Brighton Jones LLC
75,290$1.8M0.0%CoreVery LowSeattle, WA2026-11-03
Mirae Asset Global Investments Co., Ltd.
74,137$1.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Concurrent Investment Advisors, LLC
73,149$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Malaga Cove Capital, LLC
72,800$1.7M0.6%GrowthLowPv Estates, CA2026-10-23
HB Wealth Management, LLC
70,158$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Y-Intercept (Hong Kong) Ltd
69,080$1.6M0.0%ValueVery HighHong Kong, South Korea2026-10-16
KBC Group NV
66,727$1.6K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Truist Financial Corp
63,101$1.5M0.0%CoreLowCharlotte, NC2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.
58,527$1.4M0.1%GrowthLowLjubljana, Andorra2026-10-22
GC Wealth Management RIA, LLC
56,952$1.4M0.1%GrowthMediumCambridge, MA2026-11-02
Illinois Municipal Retirement Fund
55,090$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Fulcrum Asset Management LLP
53,928$1.3M0.1%CoreMediumLondon, United Kingdom2026-11-04
MFG Wealth Management, Inc.
53,439$1.3M0.9%GrowthHighIndianapolis, IN2026-10-09
Pictet Asset Management Holding SA
49,382$1.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Chicago Partners Investment Group LLC
48,486$1.2M0.0%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
47,801$1.1K0.0%ETFLowFairfield, IA2026-11-02
Chicago Capital, LLC
44,784$1.1M0.0%GrowthLowChicago, IL2026-10-13
Xponance LLC
44,772$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Arkfeld Wealth Strategies, L.L.C.
42,888$1.1M0.3%ValueLowOmaha, NE2026-10-19
Green Alpha Advisors, LLC
41,944$996.6K0.7%GrowthLowNiwot, CO2026-10-08
Commonwealth Equity Services, LLC
40,613$965.0K0.0%ETFLowWaltham, MA2026-11-02
Citizens Financial Group Inc
37,679$895.3K0.0%GrowthLowProvidence, RI2026-10-23
Wealth Effects LLC
37,650$894.6K0.2%GrowthLowBoston, MA2026-10-23
Y.D. More Investments Ltd
37,625$894.0K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Alps Advisors Inc
35,960$854.4K0.0%YieldLowDenver, CO2026-11-03
Northern Lights Advisors, Inc.
35,953$854.2K0.4%ETFVery LowSeattle, WA2026-10-21
Lido Advisors, LLC
35,940$853.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Ahara Advisors LLC
33,584$798.0K0.5%GrowthLowJersey City, NJ2026-10-29
US Bancorp \de\
32,919$782.2K0.0%IndexLowMinneapolis, MN2026-11-05
Harbour Capital Advisors, LLC
32,685$776.6K0.1%GrowthLowTysons Corner, VA2026-10-13
NorthCrest Asset Manangement, LLC
31,342$796.1K0.0%GrowthLowPlymouth, MN2026-10-13
Krilogy Financial LLC
30,887$792.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Curated Wealth Partners LLC
28,159$669.1K0.1%GARPLowEl Segundo, CA2026-10-15
180 Wealth Advisors, LLC
26,634$632.8K0.1%CoreLowFederal Way, WA2026-11-03
Smith Group Asset Management, LLC
26,085$619.8K0.0%GrowthLowDallas, TX2026-10-27
Bailard, Inc.
25,200$598.8K0.0%GrowthMediumFoster City, CA2026-10-13
Sumitomo Mitsui Trust Group, Inc.
25,162$597.8K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Avory & Company, LLC
24,423$580.3K0.7%GARPLowMiami, FL2026-10-21
Caitong International Asset Management Co., Ltd
24,103$572.7K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Collaborative Fund Advisors, LLC
24,035$571.1K0.3%GrowthVery HighReno, NV2026-11-02
Axxion S.A.
23,726$563.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Parcion Private Wealth LLC
22,105$525.2K0.0%CoreMediumBellevue, WA2026-10-28
EverSource Wealth Advisors, LLC
21,779$517.5K0.0%CoreMediumBirmingham, AL2026-11-04
AlphaCore Capital LLC
21,770$517.3K0.0%ETFLowLa Jolla, CA2026-11-04
Interchange Capital Partners, LLC
21,354$507.4K0.1%GrowthLowPittsburgh, PA2026-10-28
Swiss Life Asset Management Ltd
20,819$494.7K0.0%CoreLowZurich, Switzerland2026-11-03
Amalgamated Bank
20,433$4850.0%CoreVery LowNew York, NY2026-10-23
Straight Path Wealth Management
20,100$477.6K0.1%ETFLowJenison, MI2026-10-23
Maryland State Retirement & Pension System
19,352$459.8K0.0%IndexVery LowBaltimore, MD2026-11-05
MBL Wealth, LLC
18,714$444.6K0.0%ETFLowCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
18,533$440.3K0.0%IndexLowSan Francisco, CA2026-10-08
Probity Advisors, Inc.
18,445$438.3K0.1%ETFLowDallas, TX2026-10-23
Prospera Financial Services Inc
16,269$409.2K0.0%CoreMediumDallas, TX2026-11-04
IFP Advisors, Inc
15,798$375.4K0.0%GrowthLowTampa, FL2026-10-16
Ritholtz Wealth Management
14,695$349.2K0.0%IndexLowNew York, NY2026-11-05
Themes Management Co LLC
13,609$323.4K0.2%GARPMediumGreenwich, CT2026-10-29
Modera Wealth Management, LLC
13,595$323.0K0.0%ETFVery LowWestwood, NJ2026-10-28
Praxis Investment Management Inc
13,564$3220.0%CoreLowGoshen, IN2026-11-03
Daymark Wealth Partners, LLC
13,550$321.9K0.0%CoreLowCincinnati, OH2026-11-04
Flynn Zito Capital Management, LLC
13,203$313.7K0.1%ETFLowGarden City, NY2026-11-04
Capstone Wealth Management, LLC
12,716$302.1K0.1%ETFLowTuscaloosa, AL2026-11-02
Soltis Investment Advisors LLC
12,437$295.5K0.0%CoreMediumSt. George, UT2026-10-28
VestGen Advisors, LLC
12,175$289.3K0.0%GrowthMediumChicago, IL2026-10-27
Allegiance Financial Group Advisory Services LLC
11,928$283.4K0.0%ETFLowVienna, VA2026-11-02
Essential Partners LLC
11,727$278.6K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Apollon Wealth Management, LLC
11,558$274.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Almanack Investment Partners, Llc.
11,390$270.6K0.0%ETFMediumNewtown Square, PA2026-11-03
Twelve Points Wealth Management LLC
10,768$270.8K0.1%ETFMediumConcord, MA2026-11-03
SYM Financial Corp
10,652$253.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Leonteq Securities AG
10,401$247.1K0.0%CoreHighZurich, Switzerland2026-10-29
CIBC Asset Management Inc
10,328$245.4K0.0%GARPLowToronto, South Africa2026-11-05
Kestra Private Wealth Services, LLC
10,149$241.1K0.0%GrowthLowAustin, TX2026-10-30
SBI Securities Co., Ltd.
9,945$236.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
North Dakota State Investment Board
9,809$233.1K0.0%GrowthMediumBismarck, ND2026-10-27
Valeo Financial Advisors, LLC
9,470$225.0K0.0%ETFLowCarmel, IN2026-10-08
waypoint wealth counsel
9,437$224.2K0.1%CoreLowAtlanta, GA2026-10-22
J. Safra Sarasin Holding AG
9,381$222.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Kestra Advisory Services, LLC
9,268$220.2K0.0%CoreLowAustin, TX2026-11-02
Cyndeo Wealth Partners, LLC
9,083$215.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
QTR Family Wealth, LLC
9,055$215.1K0.1%GrowthMediumLake Mary, FL2026-11-02
Beese Fulmer Investment Management, Inc.
8,927$212.1K0.0%CoreLowCanton, OH2026-10-23
Aspiriant, LLC
8,696$206.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Americana Partners, LLC
8,554$203.2K0.0%CoreMediumHouston, TX2026-10-28
Blue Trust, Inc.
8,515$202.3K0.0%ETFLowBrentwood, TN2026-10-15
Spire Wealth Management
7,015$166.7K0.0%GrowthMediumMclean, VA2026-10-30
Ashurst Perkins Coie Trust Co
6,850$162.7K0.0%CoreVery LowSeattle, WA2026-10-15
True Wealth Design, LLC
6,724$159.8K0.0%ETFMediumAkron, OH2026-10-13
Bayforest Capital Ltd
6,106$145.1K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Versant Capital Management, Inc
5,302$126.0K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
5,191$123.3K0.0%IndexVery LowFoster City, CA2026-10-08
Strategic Advocates LLC
5,000$118.8K0.5%GrowthLowSacramento, CA2026-11-03
Wilmington Savings Fund Society, FSB
4,672$111.0K0.0%CoreLowWilmington, DE2026-10-23
Strs Ohio
4,400$104.5K0.0%CoreMediumColumbus, OH2026-10-30
SJS Investment Consulting Inc.
4,260$101.2K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
4,159$990.0%ValueHighLondon, United Kingdom2026-10-30
Smallwood Wealth Investment Management, LLC
4,000$95.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
Root Financial Partners, LLC
3,535$84.0K0.0%ETFMediumEncinitas, CA2026-10-21
Sterling Capital Management LLC
3,376$80.2K0.0%GARPMediumCharlotte, NC2026-10-22
Spurstone Advisory Services, LLC
3,300$81.4K1.1%CoreLowHigganum, CT2026-11-02
Parallel Advisors, LLC
3,184$75.7K0.0%IndexLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
3,066$72.8K0.0%GrowthLowSt Louis, MO2026-11-05
Foster Dykema Cabot & Partners, LLC
3,007$71.4K0.0%GrowthLowWaltham, MA2026-10-30
Triumph Capital Management
2,691$63.9K0.0%ETFMediumDenver, CO2026-10-14
Signaturefd, LLC
2,355$56.0K0.0%IndexLowAtlanta, GA2026-10-23
Provenance Wealth Advisors, LLC
2,321$55.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
2,066$49.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Trifecta Capital Advisors, LLC
1,850$44.0K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Nisa Investment Advisors, LLC
1,221$29.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parkside Financial Bank & Trust
1,173$27.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Activest Wealth Management
1,152$27.4K0.0%ETFLowAventura, FL2026-10-15
Compass Financial Management LLC
1,000$23.8K0.0%CoreN/ATampa, FL2026-10-30
Assetmark, Inc
925$22.0K0.0%ETFLowConcord, CA2026-10-21
Atwood & Palmer Inc
875$20.8K0.0%CoreVery LowKansas City, MO2026-10-08
Creative Financial Designs Inc
760$18.1K0.0%ETFMediumKokomo, IN2026-11-04
Silver Grove Financial Group, Inc.
693$16.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Hilton Head Capital Partners, LLC
597$14.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Avion Wealth
577$130.0%ETFLowThe Woodlands, TX2026-11-04
Rakuten Securities, Inc.
510$12.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Nfsg Corp
506$12.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Marquette Asset Management, LLC
464$11.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Wilkerson Advisory Group LLC
444$10.5K0.0%ETFMediumColumbia, MO2026-10-20
James T. Borello RIA
440$10.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Elevation Wealth Partners, LLC
422$10.0K0.0%ETFLowWalnut Creek, CA2026-10-07
GK Wealth Management LLC
400$9.5K0.0%GARPVery HighReno, NV2026-10-09
Ascentis Independent Advisors
379$9.0K0.0%ETFLowDallas, TX2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
375$8.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Trust Co of Vermont
325$7.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nemes Rush Group LLC
300$7.1K0.0%CoreVery LowNovi, MI2026-11-04
NBH Bank
278$6.6K0.0%CoreN/AGreenwood Village, CO2026-11-05
TD Private Client Wealth LLC
269$6.4K0.0%ETFLowNew York, NY2026-10-28
UMB Private Wealth Management, LLC
250$5.9K0.0%GrowthN/AKansas City, MO2026-10-19
Rossby Financial, LCC
244$5.8K0.0%ETFMediumMelbourne, FL2026-11-05
Lanark Financial, Inc.
231$5.5K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
216$5.1K0.0%CoreLowChicago, IL2026-10-27
TFC Financial Management, Inc.
200$4.8K0.0%ETFVery LowBoston, MA2026-10-26
Bear Mountain Capital, Inc.
142$3.1K0.0%ETFLowSeattle, WA2026-11-04
MassMutual Private Wealth & Trust, FSB
137$3.3K0.0%CoreLowSpringfield, MA2026-10-05
Cromwell Holdings LLC
107$2.5K0.0%IndexLowJackson, WY2026-10-28
Heritage Family Offices, LLP
100$2.4K0.0%GrowthHighScottsdale, AZ2026-11-02
IFS Advisors, LLC
100$2.4K0.0%ETFLowOverland Park, KS2026-10-14
Elyxium Wealth, LLC
77$1.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
American Capital Advisory, LLC
62$1.5K0.0%ETFLowKetchum, ID2026-10-28
Burk Holdings LLC
61$1.4K0.0%ETFVery LowTulsa, OK2026-11-05
Bell Investment Advisors, Inc
59$1.4K0.0%ETFVery LowOrinda, CA2026-10-29
Latitude Advisors, LLC
50$1.2K0.0%ETFLowYorkville, IL2026-10-27
Planning Strategies Inc.
46$1.1K0.0%ETFN/ALancaster, PA2026-10-02
MV Capital Management, Inc.
41$9750.0%ETFLowBethesda, MD2026-10-29
JFS Wealth Advisors, LLC
40$9510.0%ETFVery LowHermitage, PA2026-11-03
Physician Wealth Advisors, Inc.
33$7850.0%ETFMediumMidvale, UT2026-10-20
Owl Creek Wealth Partners LLC
25$5940.0%IndexLowGreenwood Village, CO2026-10-20
Signature Equity Partners, LLC
22$5230.0%GrowthMediumColumbus, OH2026-10-29
Creative Capital Management Investments LLC
21$4990.0%ETFLowSan Diego, CA2026-10-28
Pinnacle Wealth Planning Services, Inc.
21$4990.0%GARPLowMansfield, OH2026-10-27
Essential Investment Partners LLC
20$4750.0%GrowthLowEnglewood, CO2026-10-27
Evolution Wealth Management Inc.
20$4750.0%ETFMediumFort Myers, FL2026-10-28
Bay Harbor Wealth Management, LLC
17$4040.0%ETFMediumHunt Valley, MD2026-11-03
Hughes Financial Services, LLC
16$4110.0%ETFLowHerndon, VA2026-10-30
Quaker Wealth Management, LLC
14$3330.0%ETFMediumMoorestown, NJ2026-10-22
Davis Capital Management
6$1430.0%CoreLowJacksonville, FL2026-10-08
Monetary Solutions, Ltd
4$950.0%ETFVery LowDayton, OH2026-10-22
Ares Financial Consulting, LLC
4$950.0%CoreLowCalabasas, CA2026-10-19
Gilpin Wealth Management, LLC
3$720.0%GrowthLowDenver, CO2026-10-09
DecisionPoint Financial, LLC
3$750.0%ETFVery LowMesa, AZ2026-10-27
West Financial Advisors, LLC
3$720.0%ETFLowDes Moines, IA2026-10-22
Maryland Capital Advisors Inc.
1$240.0%ETFVery LowChester, MD2026-10-15