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Service Corp International (SCI)

CUSIP: 817565104 | NYSE | Consumer Cyclical · Personal Services | Large Cap | 1739 institutional holders

Quarters

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

Swedbank AB4,029,690
0.3% of portfolio›$306.9M
Dimensional Fund Advisors LP2,737,225
0.0% of portfolio›$208.4M
Principal Financial Group Inc678,614
0.0% of portfolio›$51.7M
Boston Trust Walden Corp600,294
0.4% of portfolio›$45.7M
RFG Advisory, LLC406,035
0.4% of portfolio›$30.9M
ProShare Advisors LLC355,042
0.0% of portfolio›$27.0M
Dudley & Shanley, Inc.342,425
4.1% of portfolio›$26.1M
Maj Invest Holding A/S326,760
0.0% of portfolio›$24.9K
Premier Fund Managers Ltd314,091
0.0% of portfolio›$24.1K
Retirement Systems of Alabama297,780
0.1% of portfolio›$22.7M
C WorldWide Group Holding A/S254,648
0.0% of portfolio›$19.4K
BI Asset Management Fondsmaeglerselskab A/S231,791
0.0% of portfolio›$15.8K
Perpetual Ltd209,625
0.2% of portfolio›$16.0M
Assetmark, Inc187,819
0.0% of portfolio›$14.3M
Nicholas Company, Inc.184,688
0.3% of portfolio›$14.1M
Old National Bancorp114,692
0.2% of portfolio›$8.7M
New York State Teachers Retirement System111,962
0.0% of portfolio›$8.5K
PensionDanmark Pensionsforsikringsaktieselskab103,779
0.1% of portfolio›$7.9M
Alps Advisors Inc102,524
0.0% of portfolio›$7.8M
JGP Wealth Management, LLC87,242
0.6% of portfolio›$6.6M
Nordwand Advisors, LLC75,525
0.9% of portfolio›$5.8M
Gateway Investment Advisers LLC70,556
0.0% of portfolio›$5.4M
Amalgamated Bank60,705
0.0% of portfolio›$4.6K
Sumitomo Mitsui DS Asset Management Company, Ltd56,502
0.0% of portfolio›$4.3M
KBC Group NV55,384
0.0% of portfolio›$4.2K
Comprehensive Financial Consultants Institutional, Inc.54,544
1.1% of portfolio›$4.2M
Mutual of America Capital Management LLC49,633
0.0% of portfolio›$3.8M
MGO One Seven LLC49,435
0.1% of portfolio›$3.8M
Caliber Wealth Management, LLC / KS46,817
0.3% of portfolio›$3.6M
Avion Wealth43,595
0.0% of portfolio›$3.3K
JLB & Associates Inc41,386
0.4% of portfolio›$3.1M
Linden Thomas Advisory Services, LLC41,233
0.2% of portfolio›$3.1M
Candriam S.C.A.40,627
0.0% of portfolio›$3.1M
Louisiana State Employees Retirement System40,500
0.0% of portfolio›$3.1M
State of New Jersey Common Pension Fund D39,649
0.0% of portfolio›$3.0M
Consolidated Investment Group LLC38,635
0.3% of portfolio›$2.9M
State of Alaska, Department of Revenue38,152
0.0% of portfolio›$2.9K
Arizona State Retirement System37,935
0.0% of portfolio›$2.9M
Citigroup Inc37,866
0.0% of portfolio›$2.9M
Yousif Capital Management, LLC36,962
0.0% of portfolio›$2.8M
D.A. Davidson & Co.36,285
0.0% of portfolio›$2.8M
Opus Capital Group, LLC35,365
0.0% of portfolio›$2.7K
Stanley-Laman Group, Ltd.35,070
0.3% of portfolio›$2.7M
AGF Management LTD34,274
0.0% of portfolio›$2.6M
Creative Planning33,953
0.0% of portfolio›$2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS32,532
0.0% of portfolio›$2.5M
Bell Asset Management Ltd32,184
0.9% of portfolio›$2.5M
DekaBank Deutsche Girozentrale32,021
0.0% of portfolio›$2.5K
State of Michigan Retirement System31,962
0.0% of portfolio›$2.4M
Scissortail Wealth Management, LLC30,960
0.4% of portfolio›$2.4M
Prospera Financial Services Inc30,719
0.0% of portfolio›$2.3M
Precedent Wealth Partners, LLC28,623
0.3% of portfolio›$2.2M
Oregon Public Employees Retirement Fund28,209
0.0% of portfolio›$2.1M
Bdf-Gestion26,623
0.3% of portfolio›$2.0M
AlphaCore Capital LLC24,881
0.0% of portfolio›$1.9M
TMB Capital Partners, LLC23,041
0.5% of portfolio›$1.8M
Compagnie Lombard Odier SCmA22,230
0.0% of portfolio›$1.7M
Phoenix Wealth Advisors21,150
0.5% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC21,027
0.0% of portfolio›$1.6M
Pictet Asset Management Holding SA20,040
0.0% of portfolio›$1.5M
Mitsubishi UFJ Asset Management (UK) Ltd.20,000
0.0% of portfolio›$1.5K
New York Life Investment Management LLC19,297
0.0% of portfolio›$1.5M
Harrell Investment Partners, LLC18,815
0.3% of portfolio›$1.4M
Concurrent Investment Advisors, LLC18,524
0.0% of portfolio›$1.4M
Howland Capital Management LLC17,564
0.0% of portfolio›$1.3M
HB Wealth Management, LLC17,284
0.0% of portfolio›$1.3M
Commonwealth Equity Services, LLC17,222
0.0% of portfolio›$1.3M
Peterson Wealth Services17,011
0.3% of portfolio›$1.3M
Quintet Private Bank (Europe) S.A.16,833
0.1% of portfolio›$1.3M
Truist Financial Corp16,174
0.0% of portfolio›$1.2M
Xponance LLC16,081
0.0% of portfolio›$1.2M
Iams Wealth Management, LLC15,330
0.3% of portfolio›$1.2M
Masterinvest Kapitalanlage GmbH15,052
0.1% of portfolio›$1.1M
Lee Financial Co14,459
0.1% of portfolio›$1.1M
Monument Capital Management12,452
0.2% of portfolio›$948.2K
CX Institutional12,345
0.0% of portfolio›$940
Pinnacle Associates LTD12,293
0.0% of portfolio›$936.1K
Maia Wealth LLC11,836
0.1% of portfolio›$901.3K
Adkins Seale Capital Management LLC11,617
0.7% of portfolio›$884.6K
Crossmark Global Holdings, Inc.11,328
0.0% of portfolio›$862.6K
Letson Investment Management, Inc.10,997
0.3% of portfolio›$837.4K
Exchange Traded Concepts, LLC10,365
0.0% of portfolio›$789.3K
Kingswood Wealth Advisors, LLC10,017
0.0% of portfolio›$762.8K
Brighton Jones LLC9,880
0.0% of portfolio›$752.4K
Cambridge Investment Research Advisors, Inc.9,866
0.0% of portfolio›$751
Nisa Investment Advisors, LLC9,806
0.0% of portfolio›$746.7K
Capital Investment Advisory Services, LLC9,323
0.0% of portfolio›$710.0K
Virginia Retirement Systems ET Al9,000
0.0% of portfolio›$685.4K
Kestra Advisory Services, LLC8,876
0.0% of portfolio›$675.9K
Union Bancaire Privee, UBP SA8,729
0.0% of portfolio›$672.7K
Swiss Life Asset Management Ltd8,377
0.0% of portfolio›$637.9K
Sagespring Wealth Partners, LLC8,015
0.0% of portfolio›$610.3K
Heritage Investors Management Corp7,930
0.0% of portfolio›$604
Procyon Advisors, LLC7,748
0.0% of portfolio›$590.0K
Oppenheimer & Co Inc7,685
0.0% of portfolio›$585.2K
Farther Finance Advisors, LLC7,527
0.0% of portfolio›$573.2K
Inspire Investing, LLC7,313
0.0% of portfolio›$556.9K
Keyes, Stange & Wooten Wealth Management, LLC6,562
0.2% of portfolio›$499.7K
Tranquility Partners, LLC6,552
0.2% of portfolio›$498.9K
Ascent Wealth Partners, LLC6,448
0.0% of portfolio›$491.0K
Sepio Capital, LP6,441
0.0% of portfolio›$490.5K
Patriot Financial Group Insurance Agency, LLC6,261
0.0% of portfolio›$476.8K
Invera Wealth Advisors, LLC6,195
0.2% of portfolio›$471.7K
Sage Private Wealth Group, LLC6,186
0.2% of portfolio›$471.1K
Buckhead Capital Management LLC5,635
0.1% of portfolio›$429.1K
Aire Advisors, LLC5,500
0.1% of portfolio›$418.8K
Fifth Third Wealth Advisors LLC4,879
0.0% of portfolio›$371.5K
CIBC Asset Management Inc4,805
0.0% of portfolio›$365.9K
Allspring Global Investments Holdings, LLC4,660
0.0% of portfolio›$356.5K
Atria Investments, Inc4,209
0.0% of portfolio›$320.5K
Allen Investment Management, LLC4,100
0.0% of portfolio›$312.2K
North Dakota State Investment Board4,091
0.0% of portfolio›$311.5K
Center for Financial Planning, Inc.4,014
0.0% of portfolio›$305.7K
Ethic Inc.3,916
0.0% of portfolio›$298.2K
Sterling Capital Management LLC3,822
0.0% of portfolio›$291.0K
Silverleafe Capital Partners, LLC3,750
0.1% of portfolio›$285.6K
1834 Investment Advisors Co3,678
0.0% of portfolio›$280.1K
Financial Management Network Inc3,578
0.0% of portfolio›$276.0K
Cadent Capital Advisors, LLC3,527
0.1% of portfolio›$268.6K
Brookmont Capital Management3,442
0.1% of portfolio›$262.1K
LightSquare Wealth Management, LLC3,426
0.2% of portfolio›$260.9K
Parallel Advisors, LLC3,342
0.0% of portfolio›$254.5K
SEB Asset Management AB3,276
0.0% of portfolio›$249.5K
Evergreen Capital Management LLC3,206
0.0% of portfolio›$244.1K
Gamma Investing LLC3,204
0.0% of portfolio›$244.0K
Thomas Story & SON LLC3,200
0.1% of portfolio›$243.7K
OpenArc Corporate Advisory, LLC3,075
0.0% of portfolio›$234.2K
InTrack Investment Management Inc3,000
0.1% of portfolio›$228.5K
Larson Financial Group LLC2,975
0.0% of portfolio›$226.5K
First Horizon Corp2,962
0.0% of portfolio›$225.6K
Chicago Partners Investment Group LLC2,946
0.0% of portfolio›$245.4K
Signaturefd, LLC2,938
0.0% of portfolio›$223.7K
Plimoth Trust Co LLC2,860
0.0% of portfolio›$217.8K
Horst & Graben Wealth Management LLC2,839
0.0% of portfolio›$216.2K
Krilogy Financial LLC2,815
0.0% of portfolio›$218.8K
Profund Advisors LLC2,755
0.0% of portfolio›$209.8K
Innealta Capital, LLC2,662
0.1% of portfolio›$202.7K
Caitong International Asset Management Co., Ltd2,370
0.0% of portfolio›$180.5K
Fulcrum Asset Management LLP2,164
0.0% of portfolio›$166.3K
Strs Ohio1,820
0.0% of portfolio›$138.6K
IFP Advisors, Inc1,816
0.0% of portfolio›$138.3K
EverSource Wealth Advisors, LLC1,543
0.0% of portfolio›$117.5K
Mitsubishi UFJ Asset Management Co., Ltd.1,197
0.0% of portfolio›$91.5K
Gables Capital Management Inc.934
0.0% of portfolio›$71.1K
Spire Wealth Management862
0.0% of portfolio›$65.6K
TD Waterhouse Canada Inc.845
0.0% of portfolio›$64.6K
Essential Partners LLC798
0.0% of portfolio›$60.8K
Blue Trust, Inc.670
0.0% of portfolio›$51.0K
Compass Financial Management LLC657
0.0% of portfolio›$50.0K
V-Square Quantitative Management LLC614
0.0% of portfolio›$46.8K
Trust Co of Toledo NA591
0.0% of portfolio›$45.0K
Asset Dedication, LLC586
0.0% of portfolio›$44.6K
Cape Investment Advisory, Inc.553
0.0% of portfolio›$42.1K
Root Financial Partners, LLC541
0.0% of portfolio›$41.2K
MassMutual Private Wealth & Trust, FSB421
0.0% of portfolio›$32.1K
Mather Group, Llc.401
0.0% of portfolio›$30.5K
Hazlett, Burt & Watson, Inc.400
0.0% of portfolio›$30
Provenance Wealth Advisors, LLC369
0.0% of portfolio›$28.1K
SJS Investment Consulting Inc.339
0.0% of portfolio›$25.8K
Ascentis Independent Advisors333
0.0% of portfolio›$25.4K
Nfsg Corp310
0.0% of portfolio›$23.6K
Parkside Financial Bank & Trust301
0.0% of portfolio›$22.9K
Versant Capital Management, Inc283
0.0% of portfolio›$21.6K
SBI Securities Co., Ltd.251
0.0% of portfolio›$19.1K
MTM Investment Management, LLC250
0.0% of portfolio›$19.0K
Harbor Investment Advisory, LLC241
0.0% of portfolio›$18.4K
Marshall & Sterling Wealth Advisors Inc.235
0.0% of portfolio›$17.9K
Lanark Financial, Inc.230
0.0% of portfolio›$17.6K
Leonteq Securities AG220
0.0% of portfolio›$16.8K
Asset Planning,Inc208
0.0% of portfolio›$15.8K
Axiom Investment Management LLC200
0.0% of portfolio›$15.2K
Trust Co of Vermont199
0.0% of portfolio›$15.2K
Hoey Investments, Inc194
0.0% of portfolio›$14.8K
SBK Financial, Inc.167
0.0% of portfolio›$12.7K
Elyxium Wealth, LLC163
0.0% of portfolio›$12.4K
Investment Research & Advisory Group, Inc.159
0.0% of portfolio›$12.1K
Fortitude Family Office, LLC143
0.0% of portfolio›$10.9K
Richardson Capital Management LLC135
0.0% of portfolio›$10.3K
Pathway Financial Advisers, LLC127
0.0% of portfolio›$9.7K
Arlington Trust Co LLC124
0.0% of portfolio›$9.4K
Rossby Financial, LCC121
0.0% of portfolio›$9.2K
Farmers & Merchants Investments Inc115
0.0% of portfolio›$8.8K
Steph & Co112
0.0% of portfolio›$8.5K
Bare Financial Services, Inc109
0.0% of portfolio›$8.3K
Nova Financial LLC107
0.0% of portfolio›$8.1K
Covestor Ltd103
0.0% of portfolio›$8
WPG Advisers, LLC97
0.0% of portfolio›$7.4K
James T. Borello RIA87
0.0% of portfolio›$6.6K
True Wealth Design, LLC85
0.0% of portfolio›$6.5K
Owl Creek Wealth Partners LLC85
0.0% of portfolio›$6.5K
Hughes Financial Services, LLC80
0.0% of portfolio›$6.0K
TD Private Client Wealth LLC80
0.0% of portfolio›$6.1K
JFS Wealth Advisors, LLC78
0.0% of portfolio›$5.9K
Pinnacle Wealth Planning Services, Inc.66
0.0% of portfolio›$5.0K
American Capital Advisory, LLC62
0.0% of portfolio›$4.7K
Downshift Financial, LLC57
0.0% of portfolio›$4.3K
Activest Wealth Management57
0.0% of portfolio›$4.3K
GK Wealth Management LLC55
0.0% of portfolio›$4.2K
Creative Capital Management Investments LLC54
0.0% of portfolio›$4.1K
Cromwell Holdings LLC49
0.0% of portfolio›$3.7K
Washington Trust Advisors, Inc.46
0.0% of portfolio›$3.5K
Triumph Capital Management40
0.0% of portfolio›$3.0K
Birch Financial Group, LLC38
0.0% of portfolio›$2.9K
Bay Harbor Wealth Management, LLC36
0.0% of portfolio›$2.7K
Fairscale Capital, LLC33
0.0% of portfolio›$2.5K
Pinnacle Bancorp, Inc.32
0.0% of portfolio›$2.4K
Balance Wealth Partners LLC27
0.0% of portfolio›$2.1K
Financial Management Professionals, Inc.26
0.0% of portfolio›$2.0K
CoreCap Advisors, LLC26
0.0% of portfolio›$2.0K
Princeton Global Asset Management LLC25
0.0% of portfolio›$1.9K
DiNuzzo Private Wealth, Inc.25
0.0% of portfolio›$1.9K
Torren Management, LLC19
0.0% of portfolio›$1.4K
Atwood & Palmer Inc18
0.0% of portfolio›$1.4K
Bell Investment Advisors, Inc17
0.0% of portfolio›$1.3K
Elevation Wealth Partners, LLC15
0.0% of portfolio›$1.1K
Wilkerson Advisory Group LLC14
0.0% of portfolio›$1.1K
Ascentis Wealth Management, LLC10
0.0% of portfolio›$761
Proathlete Wealth Management LLC9
0.0% of portfolio›$685
CrossGen Wealth, LLC8
0.0% of portfolio›$609
North Star Investment Management Corp.5
0.0% of portfolio›$381
DecisionPoint Financial, LLC5
0.0% of portfolio›$383
Maseco LLP5
0.0% of portfolio›$381
Manchester Capital Management LLC5
0.0% of portfolio›$381
Kingdom Financial Group Llc.4
0.0% of portfolio›$309
Tounjian Advisory Partners, LLC4
0.0% of portfolio›$305
GHP Investment Advisors, Inc.2
0.0% of portfolio›$153
Maryland Capital Advisors Inc.2
0.0% of portfolio›$153
High Note Wealth, LLC2
0.0% of portfolio›$152
Planning Strategies Inc.2
0.0% of portfolio›$152
Quaker Wealth Management, LLC1
0.0% of portfolio›$77
Signature Resources Capital Management, LLC1
0.0% of portfolio›$76
RHL Group, LLC1
0.0% of portfolio›$76
StyleTurnoverLocationFiled
Swedbank AB
4,029,690$306.9M0.3%GrowthLowStockholm, Sweden2026-10-27
Dimensional Fund Advisors LP
2,737,225$208.4M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
678,614$51.7M0.0%CoreLowDes Moines, IA2026-11-02
Boston Trust Walden Corp
600,294$45.7M0.4%CoreLowBoston, MA2026-10-30
RFG Advisory, LLC
406,035$30.9M0.4%ETFMediumBirmingham, AL2026-11-03
ProShare Advisors LLC
355,042$27.0M0.0%GrowthLowBethesda, MD2026-10-29
Dudley & Shanley, Inc.
342,425$26.1M4.1%CoreMediumPalm Beach, FL2026-10-06
Maj Invest Holding A/S
326,760$24.9K0.0%Deep ValueLowCopenhagen K, Greece2026-10-27
Premier Fund Managers Ltd
314,091$24.1K0.0%MomentumMediumLondon, United Kingdom2026-11-02
Retirement Systems of Alabama
297,780$22.7M0.1%IndexLowMontgomery, AL2026-11-04
C WorldWide Group Holding A/S
254,648$19.4K0.0%CoreLowCopenhagen, Greece2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
231,791$15.8K0.0%CoreMediumKobenhavn, Greece2026-10-22
Perpetual Ltd
209,625$16.0M0.2%ValueMediumSydney, New South Wales, China2026-10-13
Assetmark, Inc
187,819$14.3M0.0%ETFLowConcord, CA2026-10-21
Nicholas Company, Inc.
184,688$14.1M0.3%CoreLowMilwaukee, WI2026-11-05
Old National Bancorp
114,692$8.7M0.2%CoreLowEvansville, IN2026-10-20
New York State Teachers Retirement System
111,962$8.5K0.0%CoreVery LowAlbany, NY2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
103,779$7.9M0.1%IndexLowCopenhagen O, Greece2026-10-19
Alps Advisors Inc
102,524$7.8M0.0%YieldLowDenver, CO2026-11-03
JGP Wealth Management, LLC
87,242$6.6M0.6%CoreLowBend, OR2026-10-13
Nordwand Advisors, LLC
75,525$5.8M0.9%CoreLowRadnor, PA2026-11-05
Gateway Investment Advisers LLC
70,556$5.4M0.0%GrowthLowCincinnati, OH2026-10-13
Amalgamated Bank
60,705$4.6K0.0%CoreVery LowNew York, NY2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
56,502$4.3M0.0%IndexVery LowTokyo, Mexico2026-10-20
KBC Group NV
55,384$4.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
54,544$4.2M1.1%CoreMediumBloomington, IN2026-10-15
Mutual of America Capital Management LLC
49,633$3.8M0.0%IndexLowNew York, NY2026-10-23
MGO One Seven LLC
49,435$3.8M0.1%GrowthLowBeachwood, OH2026-10-28
Caliber Wealth Management, LLC / KS
46,817$3.6M0.3%ETFLowOverland Park, KS2026-11-04
Avion Wealth
43,595$3.3K0.0%ETFLowThe Woodlands, TX2026-11-04
JLB & Associates Inc
41,386$3.1M0.4%CoreLowPlymouth, MI2026-10-27
Linden Thomas Advisory Services, LLC
41,233$3.1M0.2%CoreLowCharlotte, NC2026-10-19
Candriam S.C.A.
40,627$3.1M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Louisiana State Employees Retirement System
40,500$3.1M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
39,649$3.0M0.0%CoreLowTrenton, NJ2026-11-05
Consolidated Investment Group LLC
38,635$2.9M0.3%GrowthVery LowEnglewood, CO2026-11-04
State of Alaska, Department of Revenue
38,152$2.9K0.0%CoreVery LowJuneau, AK2026-10-15
Arizona State Retirement System
37,935$2.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Citigroup Inc
37,866$2.9M0.0%CoreMediumNew York, NY2026-11-04
Yousif Capital Management, LLC
36,962$2.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
D.A. Davidson & Co.
36,285$2.8M0.0%CoreLowGreat Falls, MT2026-10-28
Opus Capital Group, LLC
35,365$2.7K0.0%ETFVery LowCincinnati, OH2026-10-30
Stanley-Laman Group, Ltd.
35,070$2.7M0.3%GrowthMediumBerwyn, PA2026-10-20
AGF Management LTD
34,274$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Creative Planning
33,953$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
32,532$2.5M0.0%CoreLowHarrisburg, PA2026-11-03
Bell Asset Management Ltd
32,184$2.5M0.9%GrowthMediumMelbourne, China2026-10-08
DekaBank Deutsche Girozentrale
32,021$2.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
State of Michigan Retirement System
31,962$2.4M0.0%IndexLowEast Lansing, MI2026-10-27
Scissortail Wealth Management, LLC
30,960$2.4M0.4%ETFLowTulsa, OK2026-11-03
Prospera Financial Services Inc
30,719$2.3M0.0%CoreMediumDallas, TX2026-11-04
Precedent Wealth Partners, LLC
28,623$2.2M0.3%ETFMediumHouston, TX2026-10-21
Oregon Public Employees Retirement Fund
28,209$2.1M0.0%IndexVery LowTigard, OR2026-10-30
Bdf-Gestion
26,623$2.0M0.3%GrowthMediumParis, India2026-10-19
AlphaCore Capital LLC
24,881$1.9M0.0%ETFLowLa Jolla, CA2026-11-04
TMB Capital Partners, LLC
23,041$1.8M0.5%MomentumMediumLittle Rock, AR2026-10-20
Compagnie Lombard Odier SCmA
22,230$1.7M0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Phoenix Wealth Advisors
21,150$1.6M0.5%CoreLowChapel Hill, NC2026-11-03
Wealth Enhancement Advisory Services, LLC
21,027$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
20,040$1.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
20,000$1.5K0.0%CoreHighLondon, United Kingdom2026-10-22
New York Life Investment Management LLC
19,297$1.5M0.0%GrowthLowNew York, NY2026-11-04
Harrell Investment Partners, LLC
18,815$1.4M0.3%GrowthLowAustin, TX2026-10-15
Concurrent Investment Advisors, LLC
18,524$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Howland Capital Management LLC
17,564$1.3M0.0%CoreLowBoston, MA2026-10-22
HB Wealth Management, LLC
17,284$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Commonwealth Equity Services, LLC
17,222$1.3M0.0%ETFLowWaltham, MA2026-11-02
Peterson Wealth Services
17,011$1.3M0.3%GrowthHighSouth Ogden, UT2026-10-26
Quintet Private Bank (Europe) S.A.
16,833$1.3M0.1%GrowthLowLuxembourg, Netherlands2026-10-08
Truist Financial Corp
16,174$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Xponance LLC
16,081$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Iams Wealth Management, LLC
15,330$1.2M0.3%CoreMediumOmaha, NE2026-10-15
Masterinvest Kapitalanlage GmbH
15,052$1.1M0.1%GrowthLowVienna, Chile2026-11-03
Lee Financial Co
14,459$1.1M0.1%ETFVery LowDallas, TX2026-10-16
Monument Capital Management
12,452$948.2K0.2%GARPHighAlexandria, VA2026-10-09
CX Institutional
12,345$9400.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Associates LTD
12,293$936.1K0.0%CoreLowNew York, NY2026-10-20
Maia Wealth LLC
11,836$901.3K0.1%ETFMediumDenver, CO2026-10-19
Adkins Seale Capital Management LLC
11,617$884.6K0.7%CoreVery LowShreveport, LA2026-10-27
Crossmark Global Holdings, Inc.
11,328$862.6K0.0%GARPMediumHouston, TX2026-10-21
Letson Investment Management, Inc.
10,997$837.4K0.3%CoreVery LowAtlanta, GA2026-11-05
Exchange Traded Concepts, LLC
10,365$789.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
Kingswood Wealth Advisors, LLC
10,017$762.8K0.0%GrowthLowSan Diego, CA2026-10-23
Brighton Jones LLC
9,880$752.4K0.0%CoreVery LowSeattle, WA2026-11-03
Cambridge Investment Research Advisors, Inc.
9,866$7510.0%ETFLowFairfield, IA2026-11-02
Nisa Investment Advisors, LLC
9,806$746.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Capital Investment Advisory Services, LLC
9,323$710.0K0.0%CoreMediumRaleigh, NC2026-10-30
Virginia Retirement Systems ET Al
9,000$685.4K0.0%CoreMediumRichmond, VA2026-10-28
Kestra Advisory Services, LLC
8,876$675.9K0.0%CoreLowAustin, TX2026-11-02
Union Bancaire Privee, UBP SA
8,729$672.7K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Swiss Life Asset Management Ltd
8,377$637.9K0.0%CoreLowZurich, Switzerland2026-11-03
Sagespring Wealth Partners, LLC
8,015$610.3K0.0%ETFLowFranklin, TN2026-10-22
Heritage Investors Management Corp
7,930$6040.0%CoreVery LowBethesda, MD2026-10-29
Procyon Advisors, LLC
7,748$590.0K0.0%CoreVery LowShelton, CT2026-10-21
Oppenheimer & Co Inc
7,685$585.2K0.0%CoreLowNew York, NY2026-10-26
Farther Finance Advisors, LLC
7,527$573.2K0.0%IndexLowSan Francisco, CA2026-10-08
Inspire Investing, LLC
7,313$556.9K0.0%GARPHighMeridian, ID2026-10-22
Keyes, Stange & Wooten Wealth Management, LLC
6,562$499.7K0.2%ETFVery LowDaytona Beach, FL2026-11-03
Tranquility Partners, LLC
6,552$498.9K0.2%CoreLowBrentwood, TN2026-10-20
Ascent Wealth Partners, LLC
6,448$491.0K0.0%GrowthLowNew Hartford, NY2026-10-23
Sepio Capital, LP
6,441$490.5K0.0%ETFLowSalt Lake City, UT2026-10-22
Patriot Financial Group Insurance Agency, LLC
6,261$476.8K0.0%GrowthLowWalpole, MA2026-10-14
Invera Wealth Advisors, LLC
6,195$471.7K0.2%GrowthMediumBend, OR2026-10-28
Sage Private Wealth Group, LLC
6,186$471.1K0.2%ETFLowOakbrook Terrace, IL2026-10-21
Buckhead Capital Management LLC
5,635$429.1K0.1%CoreLowAtlanta, GA2026-11-03
Aire Advisors, LLC
5,500$418.8K0.1%ETFVery LowBeverly Hills, CA2026-10-22
Fifth Third Wealth Advisors LLC
4,879$371.5K0.0%IndexVery LowCincinnati, OH2026-10-22
CIBC Asset Management Inc
4,805$365.9K0.0%GARPLowToronto, South Africa2026-11-05
Allspring Global Investments Holdings, LLC
4,660$356.5K0.0%CoreMediumCharlotte, NC2026-11-04
Atria Investments, Inc
4,209$320.5K0.0%CoreMediumCharlotte, NC2026-10-15
Allen Investment Management, LLC
4,100$312.2K0.0%MomentumMediumNew York, NY2026-11-03
North Dakota State Investment Board
4,091$311.5K0.0%GrowthMediumBismarck, ND2026-10-27
Center for Financial Planning, Inc.
4,014$305.7K0.0%ETFLowSouthfied, MI2026-10-26
Ethic Inc.
3,916$298.2K0.0%CoreLowNew York, NY2026-11-03
Sterling Capital Management LLC
3,822$291.0K0.0%GARPMediumCharlotte, NC2026-10-22
Silverleafe Capital Partners, LLC
3,750$285.6K0.1%CoreMediumGermantown, TN2026-10-02
1834 Investment Advisors Co
3,678$280.1K0.0%ValueLowMilwaukee, WI2026-10-16
Financial Management Network Inc
3,578$276.0K0.0%ETFLowMission Viejo, CA2026-10-09
Cadent Capital Advisors, LLC
3,527$268.6K0.1%ETFHighTulsa, OK2026-10-09
Brookmont Capital Management
3,442$262.1K0.1%ValueLowDallas, TX2026-10-23
LightSquare Wealth Management, LLC
3,426$260.9K0.2%ETFN/ABingham Farms, MI2026-11-03
Parallel Advisors, LLC
3,342$254.5K0.0%IndexLowSan Francisco, CA2026-11-03
SEB Asset Management AB
3,276$249.5K0.0%CoreN/AStockholm, Sweden2026-11-04
Evergreen Capital Management LLC
3,206$244.1K0.0%GARPMediumBellevue, WA2026-10-23
Gamma Investing LLC
3,204$244.0K0.0%IndexVery LowFoster City, CA2026-10-08
Thomas Story & SON LLC
3,200$243.7K0.1%CoreVery LowCulver, IN2026-10-13
OpenArc Corporate Advisory, LLC
3,075$234.2K0.0%GrowthLowAtlanta, GA2026-10-21
InTrack Investment Management Inc
3,000$228.5K0.1%GrowthMediumSouth Burlington, VT2026-10-15
Larson Financial Group LLC
2,975$226.5K0.0%GrowthLowSt Louis, MO2026-11-05
First Horizon Corp
2,962$225.6K0.0%CoreLowMemphis, TN2026-10-26
Chicago Partners Investment Group LLC
2,946$245.4K0.0%GARPLowChicago, IL2026-10-27
Signaturefd, LLC
2,938$223.7K0.0%IndexLowAtlanta, GA2026-10-23
Plimoth Trust Co LLC
2,860$217.8K0.0%CoreLowSwansea, MA2026-10-26
Horst & Graben Wealth Management LLC
2,839$216.2K0.0%ETFMediumPortland, OR2026-11-02
Krilogy Financial LLC
2,815$218.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Profund Advisors LLC
2,755$209.8K0.0%GrowthLowBethesda, MD2026-10-29
Innealta Capital, LLC
2,662$202.7K0.1%ETFMediumAustin, TX2026-11-02
Caitong International Asset Management Co., Ltd
2,370$180.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fulcrum Asset Management LLP
2,164$166.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Strs Ohio
1,820$138.6K0.0%CoreMediumColumbus, OH2026-10-30
IFP Advisors, Inc
1,816$138.3K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
1,543$117.5K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
1,197$91.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Gables Capital Management Inc.
934$71.1K0.0%GrowthVery LowMiami, FL2026-11-04
Spire Wealth Management
862$65.6K0.0%GrowthMediumMclean, VA2026-10-30
TD Waterhouse Canada Inc.
845$64.6K0.0%CoreLowToronto, Australia2026-10-16
Essential Partners LLC
798$60.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Blue Trust, Inc.
670$51.0K0.0%ETFLowBrentwood, TN2026-10-15
Compass Financial Management LLC
657$50.0K0.0%CoreN/ATampa, FL2026-10-30
V-Square Quantitative Management LLC
614$46.8K0.0%CoreLowChicago, IL2026-10-15
Trust Co of Toledo NA
591$45.0K0.0%GrowthVery LowHolland, OH2026-10-16
Asset Dedication, LLC
586$44.6K0.0%ETFLowSan Francisco, CA2026-11-03
Cape Investment Advisory, Inc.
553$42.1K0.0%ETFLowMcdonough, GA2026-10-13
Root Financial Partners, LLC
541$41.2K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
421$32.1K0.0%CoreLowSpringfield, MA2026-10-05
Mather Group, Llc.
401$30.5K0.0%ETFMediumChicago, IL2026-10-14
Hazlett, Burt & Watson, Inc.
400$300.0%CoreVery LowWheeling, WV2026-11-04
Provenance Wealth Advisors, LLC
369$28.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
SJS Investment Consulting Inc.
339$25.8K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Independent Advisors
333$25.4K0.0%ETFLowDallas, TX2026-11-03
Nfsg Corp
310$23.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Parkside Financial Bank & Trust
301$22.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Versant Capital Management, Inc
283$21.6K0.0%GARPLowPhoenix, AZ2026-10-02
SBI Securities Co., Ltd.
251$19.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
MTM Investment Management, LLC
250$19.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
Harbor Investment Advisory, LLC
241$18.4K0.0%GrowthLowLutherville, MD2026-10-13
Marshall & Sterling Wealth Advisors Inc.
235$17.9K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Lanark Financial, Inc.
230$17.6K0.0%CoreMediumBirmingham, AL2026-10-26
Leonteq Securities AG
220$16.8K0.0%CoreHighZurich, Switzerland2026-10-29
Asset Planning,Inc
208$15.8K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Axiom Investment Management LLC
200$15.2K0.0%CoreN/ANew York, NY2026-11-03
Trust Co of Vermont
199$15.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Hoey Investments, Inc
194$14.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
SBK Financial, Inc.
167$12.7K0.0%N/AN/ARichmond, VA2026-11-02
Elyxium Wealth, LLC
163$12.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Investment Research & Advisory Group, Inc.
159$12.1K0.0%GrowthVery LowAtlanta, GA2026-10-19
Fortitude Family Office, LLC
143$10.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Richardson Capital Management LLC
135$10.3K0.0%ETFLowMenomonee Falls, WI2026-10-23
Pathway Financial Advisers, LLC
127$9.7K0.0%CoreLowAuburn, IN2026-10-27
Arlington Trust Co LLC
124$9.4K0.0%ETFMediumBirmingham, AL2026-10-20
Rossby Financial, LCC
121$9.2K0.0%ETFMediumMelbourne, FL2026-11-05
Farmers & Merchants Investments Inc
115$8.8K0.0%CoreVery LowLincoln, NE2026-10-22
Steph & Co
112$8.5K0.0%ETFLowMarinette, WI2026-10-07
Bare Financial Services, Inc
109$8.3K0.0%ETFVery LowGap, PA2026-11-04
Nova Financial LLC
107$8.1K0.0%N/AN/ATucson, AZ2026-11-04
Covestor Ltd
103$80.0%ValueHighLondon, United Kingdom2026-10-30
WPG Advisers, LLC
97$7.4K0.0%CoreLowBaltimore, MD2026-10-27
James T. Borello RIA
87$6.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
True Wealth Design, LLC
85$6.5K0.0%ETFMediumAkron, OH2026-10-13
Owl Creek Wealth Partners LLC
85$6.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Hughes Financial Services, LLC
80$6.0K0.0%ETFLowHerndon, VA2026-10-30
TD Private Client Wealth LLC
80$6.1K0.0%ETFLowNew York, NY2026-10-28
JFS Wealth Advisors, LLC
78$5.9K0.0%ETFVery LowHermitage, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
66$5.0K0.0%GARPLowMansfield, OH2026-10-27
American Capital Advisory, LLC
62$4.7K0.0%ETFLowKetchum, ID2026-10-28
Downshift Financial, LLC
57$4.3K0.0%ETFLowBoulder, CO2026-10-13
Activest Wealth Management
57$4.3K0.0%ETFLowAventura, FL2026-10-15
GK Wealth Management LLC
55$4.2K0.0%GARPVery HighReno, NV2026-10-09
Creative Capital Management Investments LLC
54$4.1K0.0%ETFLowSan Diego, CA2026-10-28
Cromwell Holdings LLC
49$3.7K0.0%IndexLowJackson, WY2026-10-28
Washington Trust Advisors, Inc.
46$3.5K0.0%GrowthLowWellesley, MA2026-10-22
Triumph Capital Management
40$3.0K0.0%ETFMediumDenver, CO2026-10-14
Birch Financial Group, LLC
38$2.9K0.0%CoreLowKeene, NH2026-10-27
Bay Harbor Wealth Management, LLC
36$2.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Fairscale Capital, LLC
33$2.5K0.0%GrowthVery LowNashua, NH2026-11-04
Pinnacle Bancorp, Inc.
32$2.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Balance Wealth Partners LLC
27$2.1K0.0%ETFMediumWorthington, OH2026-10-27
Financial Management Professionals, Inc.
26$2.0K0.0%ETFMediumAustin, TX2026-10-23
CoreCap Advisors, LLC
26$2.0K0.0%ETFMediumSouthfield, MI2026-10-08
Princeton Global Asset Management LLC
25$1.9K0.0%GrowthLowPrinceton, NJ2026-10-21
DiNuzzo Private Wealth, Inc.
25$1.9K0.0%ETFLowBeaver, PA2026-10-16
Torren Management, LLC
19$1.4K0.0%ETFMediumSan Diego, CA2026-10-29
Atwood & Palmer Inc
18$1.4K0.0%CoreVery LowKansas City, MO2026-10-08
Bell Investment Advisors, Inc
17$1.3K0.0%ETFVery LowOrinda, CA2026-10-29
Elevation Wealth Partners, LLC
15$1.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Wilkerson Advisory Group LLC
14$1.1K0.0%ETFMediumColumbia, MO2026-10-20
Ascentis Wealth Management, LLC
10$7610.0%Agg GrowthLowDallas, TX2026-11-03
Proathlete Wealth Management LLC
9$6850.0%ETFVery LowBoca Raton, FL2026-10-15
CrossGen Wealth, LLC
8$6090.0%CoreVery LowGreenville, NC2026-10-30
North Star Investment Management Corp.
5$3810.0%CoreLowChicago, IL2026-10-27
DecisionPoint Financial, LLC
5$3830.0%ETFVery LowMesa, AZ2026-10-27
Maseco LLP
5$3810.0%ETFVery LowLondon, United Kingdom2026-10-27
Manchester Capital Management LLC
5$3810.0%CoreLowManchester, VT2026-10-22
Kingdom Financial Group Llc.
4$3090.0%ETFMediumPeoria, AZ2026-11-04
Tounjian Advisory Partners, LLC
4$3050.0%GrowthHighFort Myers, FL2026-11-04
GHP Investment Advisors, Inc.
2$1530.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
2$1530.0%ETFVery LowChester, MD2026-10-15
High Note Wealth, LLC
2$1520.0%ETFVery LowDeephaven, MN2026-10-27
Planning Strategies Inc.
2$1520.0%ETFN/ALancaster, PA2026-10-02
Quaker Wealth Management, LLC
1$770.0%ETFMediumMoorestown, NJ2026-10-22
Signature Resources Capital Management, LLC
1$760.0%ETFLowNewport Beach, CA2026-10-16
RHL Group, LLC
1$760.0%ETFVery HighHolly, MI2026-11-04