QXO Inc (QXO)

CUSIP: 82846H405 | NYSE | Industrials · Industrial Distribution | Large Cap | 976 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G Vanguard Capital Management LLC	54,722,821	5.3%	New 5%+ stake	Sep 30, 2026	29,686,910 sh (Jun 30, 2026)
13G/A Baillie Gifford & Co	46,531,715	4.5%

Institutional Holders — Q3 2026

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Mtco Ltd.10,940,919

82.5% of portfolio$127.9M

Dimensional Fund Advisors LP6,974,883

0.0% of portfolio$81.5M

Fort Washington Investment Advisors Inc5,703,964

0.3% of portfolio$66.7M

Daiwa Securities Group Inc.3,826,619

0.1% of portfolio$44.7M

Bank of New York Mellon Corp2,765,584

0.0% of portfolio$32.3M

Border to Coast Pensions Partnership Ltd2,485,741

0.0% of portfolio$29.0K

Vontobel Holding Ltd.2,200,153

0.1% of portfolio$25.7M

Coronation Fund Managers Ltd.1,929,119

0.9% of portfolio$22.6M

Fishman JAY A LTD1,683,830

1.6% of portfolio$19.7M

Braun Stacey Associates Inc1,318,586

0.4% of portfolio$15.4M

E. Ohman J:or Asset Management AB1,201,869

0.3% of portfolio$14.0M

Oppenheimer & Co Inc1,177,113

0.1% of portfolio$13.8M

Pictet Asset Management Holding SA1,140,747

0.0% of portfolio$13.3M

Boston Trust Walden Corp1,088,587

0.1% of portfolio$12.7M

Schwartz Investment Counsel Inc900,000

0.4% of portfolio$10.5M

Wolverine Asset Management LLC890,217

0.1% of portfolio$10.4M

Investment House LLC855,460

0.4% of portfolio$10.0M

Allspring Global Investments Holdings, LLC778,992

0.0% of portfolio$9.4M

GW Henssler & Associates LTD775,580

0.4% of portfolio$9.1M

Great Hill Capital LLC753,004

0.6% of portfolio$8.8M

Strs Ohio746,850

0.0% of portfolio$8.7M

Swedbank AB720,242

0.0% of portfolio$8.4M

Appleton Partners Inc585,542

0.0% of portfolio$6.8K

James Hambro & Partners LLP547,042

0.2% of portfolio$6.4M

Gainplan LLC502,025

2.3% of portfolio$5.9M

Leeward Investments, LLC - MA487,375

0.3% of portfolio$5.7M

Neville Rodie & Shaw Inc470,310

0.4% of portfolio$5.5K

Tritonpoint Wealth, LLC414,373

0.5% of portfolio$4.8M

Motley Fool Asset Management LLC390,473

0.2% of portfolio$4.6M

Citigroup Inc387,053

0.0% of portfolio$4.5M

Galvin, Gaustad & Stein, LLC372,283

0.3% of portfolio$4.4M

Nordwand Advisors, LLC364,825

0.7% of portfolio$4.3M

Hohimer Wealth Management, LLC359,607

0.4% of portfolio$4.2M

Truist Financial Corp344,973

0.0% of portfolio$4.0M

Agman Capital LLC339,190

2.8% of portfolio$4.0M

Chicago Partners Investment Group LLC333,834

0.1% of portfolio$3.5M

Salem Investment Counselors Inc332,955

0.1% of portfolio$3.9M

Hosking Partners LLP331,910

0.1% of portfolio$3.9M

Carnegie Investment Counsel321,867

0.1% of portfolio$3.8M

Cherry Creek Investment Advisors, Inc.313,848

1.4% of portfolio$3.7M

State of New Jersey Common Pension Fund D306,753

0.0% of portfolio$3.6M

ARS Investment Partners, LLC285,251

0.1% of portfolio$3.3M

Oppenheimer Asset Management Inc.276,916

0.0% of portfolio$3.2M

Canton Hathaway, LLC272,900

0.6% of portfolio$3.2M

Meridian Wealth Management, LLC270,269

0.1% of portfolio$3.2M

Arizona State Retirement System263,135

0.0% of portfolio$3.1M

Creative Planning255,673

0.0% of portfolio$3.0M

Moody National Bank Trust Division255,450

0.2% of portfolio$3.0M

Lewis Asset Management, LLC251,090

1.0% of portfolio$2.9M

Costello Asset Management, Inc246,865

0.9% of portfolio$2.9M

Raiffeisen Bank International AG180,000

0.0% of portfolio$2.1M

Moran Wealth Management, LLC148,443

0.0% of portfolio$1.7M

Elevation Point Wealth Partners, LLC145,038

0.0% of portfolio$1.7M

Deltec Asset Management LLC144,310

0.3% of portfolio$1.7M

Yelin Lapidot Holdings Management Ltd.140,000

0.3% of portfolio$1.6M

Cambridge Investment Research Advisors, Inc.138,999

0.0% of portfolio$1.6K

Leonteq Securities AG137,918

0.1% of portfolio$1.6M

Carmel Capital Partners, LLC137,467

0.6% of portfolio$1.6M

CenterBook Partners LP133,724

0.1% of portfolio$1.6M

TritonPoint Partners, LLC132,602

0.3% of portfolio$1.6M

LRZ Capital LLC132,260

0.5% of portfolio$1.5M

TD Waterhouse Canada Inc.131,796

0.0% of portfolio$1.6M

Fifth Third Bancorp125,471

0.0% of portfolio$1.5M

Nkcfo LLC125,000

0.0% of portfolio$1.5K

Summit Securities Group LLC120,000

0.1% of portfolio$1.4M

DekaBank Deutsche Girozentrale120,000

0.0% of portfolio$1.4K

Colonial River Investments, LLC116,485

0.4% of portfolio$1.4M

Skylands Capital, LLC114,875

0.2% of portfolio$1.3M

FNY Investment Advisers, LLC106,005

0.0% of portfolio$1.2K

Corrado Advisors, LLC97,943

0.6% of portfolio$1.1M

SAX Wealth Advisors, LLC94,230

0.0% of portfolio$1.1M

Apollon Wealth Management, LLC92,647

0.0% of portfolio$1.1M

Carret Asset Management, LLC92,145

0.1% of portfolio$1.1M

Kestra Advisory Services, LLC91,170

0.0% of portfolio$1.1M

Matauro, LLC88,582

0.1% of portfolio$1.0M

Fulcrum Asset Management LLP85,166

0.0% of portfolio$989.6K

Brown Miller Wealth Management, LLC84,604

0.2% of portfolio$989.0K

Levin Capital Strategies, L.P.80,449

0.1% of portfolio$940.4K

Granite Islands Private Wealth, LLC78,788

0.5% of portfolio$917.2K

Sepio Capital, LP77,900

0.0% of portfolio$910.7K

Regions Financial Corp77,507

0.0% of portfolio$906.1K

Independent Financial Group, LLC72,631

0.0% of portfolio$849.1K

Nisa Investment Advisors, LLC71,098

0.0% of portfolio$831.1K

Chapin Davis, Inc.71,000

0.2% of portfolio$830.0K

Xponance LLC68,693

0.0% of portfolio$803.0K

Concurrent Investment Advisors, LLC67,344

0.0% of portfolio$787.2K

Elevatus Welath Management66,443

0.2% of portfolio$776.7K

Commonwealth Equity Services, LLC65,780

0.0% of portfolio$769.0K

Horizon Advisory Services, Inc.65,621

0.3% of portfolio$767.1K

Swiss Life Asset Management Ltd64,861

0.0% of portfolio$758.2K

Michael J. Porro & Co. Financial Advisors, Inc.64,460

0.5% of portfolio$753.5K

Belvedere Trading LLC63,305

0.0% of portfolio$740.0K

Prospera Financial Services Inc63,259

0.0% of portfolio$698.4K

Assetmark, Inc60,240

0.0% of portfolio$704.2K

Inspire Investing, LLC58,952

0.0% of portfolio$689.1K

Doliver Advisors, LP58,364

0.1% of portfolio$682.3K

Wealth Enhancement Advisory Services, LLC56,862

0.0% of portfolio$632.3K

Maryland State Retirement & Pension System55,529

0.0% of portfolio$649.1K

Flagship Harbor Advisors, LLC54,591

0.0% of portfolio$638.2K

Gateway Investment Advisers LLC53,855

0.0% of portfolio$629.6K

Sigma Planning Corp52,824

0.0% of portfolio$617.5K

Soltis Investment Advisors LLC52,770

0.0% of portfolio$616.9K

CFM Wealth Partners LLC50,288

0.1% of portfolio$587.9K

Virtue Asset Management LLC48,726

0.4% of portfolio$569.6K

Clear Harbor Asset Management, LLC46,105

0.0% of portfolio$539.0K

Atria Investments, Inc45,823

0.0% of portfolio$535.7K

TD Private Client Wealth LLC45,596

0.0% of portfolio$533.0K

Split Creek LLC DBA Split Creek Capital LLC45,435

0.5% of portfolio$531.1K

TT International Asset Management LTD44,592

0.1% of portfolio$521.3K

DB&C Advisors, LLC42,755

0.5% of portfolio$499.8K

Sheets Smith Wealth Management42,562

0.1% of portfolio$497.6K

Amalgamated Bank42,435

0.0% of portfolio$496

Joel Isaacson & Co., LLC42,380

0.0% of portfolio$495.4K

Cardinal Point Capital Management ULC40,721

0.0% of portfolio$476.0K

Secure Asset Management, LLC40,589

0.1% of portfolio$474.5K

IPG Investment Advisors LLC40,260

0.1% of portfolio$470.6K

Arnhold LLC39,000

0.0% of portfolio$455.9K

Triangle Securities Wealth Management38,015

0.1% of portfolio$444.4K

Quadrant Capital Group LLC36,586

0.0% of portfolio$403.2K

Lecap Asset Management LTD36,123

0.2% of portfolio$422.3K

Ethic Inc.36,037

0.0% of portfolio$421.3K

Kingswood Wealth Advisors, LLC35,917

0.0% of portfolio$419.9K

Renaissance Investment Group LLC34,340

0.1% of portfolio$401.4K

Verdence Capital Advisors LLC34,218

0.0% of portfolio$400.0K

Poehling Capital Management, Inc.33,133

0.1% of portfolio$387.3K

Clear Wave Wealth Management LLC32,241

0.1% of portfolio$376.9K

KBC Group NV32,162

0.0% of portfolio$376

Ritholtz Wealth Management31,768

0.0% of portfolio$371.4K

Thompson Davis & Co., Inc.31,525

0.2% of portfolio$368.5K

J. Safra Sarasin Holding AG30,725

0.0% of portfolio$359.2K

Sterling Capital Management LLC30,104

0.0% of portfolio$351.9K

Retirement Planning Co of New England, Inc.29,838

0.1% of portfolio$348.8K

Praxis Investment Management Inc29,795

0.0% of portfolio$348

Moss Adams Wealth Advisors LLC29,729

0.0% of portfolio$347.5K

Ascentis Independent Advisors29,656

0.0% of portfolio$346.7K

North Dakota State Investment Board29,405

0.0% of portfolio$343.7K

Bosman Wealth Management, LLC29,393

0.2% of portfolio$343.6K

Thrivent Financial for Lutherans28,939

0.0% of portfolio$338

Diversify Advisory Services, LLC28,828

0.0% of portfolio$322.3K

Diversify Wealth Management, LLC28,828

0.0% of portfolio$322.3K

HB Wealth Management, LLC28,790

0.0% of portfolio$336.6K

Moneco Advisors, LLC28,676

0.0% of portfolio$335.2K

LexAurum Advisors, LLC28,524

0.0% of portfolio$333.4K

Goldstein Advisors, LLC28,359

0.0% of portfolio$331.5K

Fideuram Asset Management (Ireland) dac28,085

0.0% of portfolio$417.4K

Barton Investment Management27,670

0.0% of portfolio$323.5K

Welch & Forbes LLC27,403

0.0% of portfolio$320.3K

AlphaCore Capital LLC27,302

0.0% of portfolio$319.2K

Yorktown Management & Research Co Inc26,260

0.2% of portfolio$307.0K

Davenport & Co LLC26,224

0.0% of portfolio$306.6K

Washington Trust Bank25,292

0.0% of portfolio$295.7K

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management25,290

0.0% of portfolio$295.6K

Plancorp, LLC24,671

0.0% of portfolio$272.4K

Jefferies Financial Group Inc.24,520

0.0% of portfolio$286.6K

Simon Quick Advisors, LLC24,496

0.0% of portfolio$286.4K

Embree Financial Group24,351

0.0% of portfolio$284.7K

Tactive Advisors, LLC24,319

0.1% of portfolio$284.3K

Wealthcare Advisory Partners LLC23,544

0.0% of portfolio$275.2K

Integrity Alliance, Llc.23,346

0.0% of portfolio$272.9K

VestGen Advisors, LLC23,034

0.0% of portfolio$269.3K

US Bancorp \de\22,410

0.0% of portfolio$262.0K

Kestra Private Wealth Services, LLC22,084

0.0% of portfolio$258.2K

Greenleaf Trust21,954

0.0% of portfolio$256.6K

CIBC Asset Management Inc21,662

0.0% of portfolio$253.2K

Aprio Wealth Management, LLC21,427

0.0% of portfolio$250.5K

DE Burlo Group Inc20,044

0.0% of portfolio$234.3K

First Bank & Trust19,262

0.0% of portfolio$225.2K

Mystic Asset Management, Inc.19,050

0.0% of portfolio$222.7K

Congress Park Capital LLC19,000

0.1% of portfolio$222.1K

Parsons Capital Management Inc18,470

0.0% of portfolio$215.9K

FDx Advisors, Inc.18,426

0.0% of portfolio$215

CX Institutional18,406

0.0% of portfolio$215

Claro Advisors Inc.18,376

0.0% of portfolio$214.8K

Koshinski Asset Management, Inc.18,047

0.0% of portfolio$211.0K

Harbor Investment Advisory, LLC17,851

0.0% of portfolio$208.7K

Avity Investment Management Inc.17,078

0.0% of portfolio$199.6K

E&G Advisors, LLC16,940

0.0% of portfolio$198.0K

Patriot Financial Group Insurance Agency, LLC16,900

0.0% of portfolio$197.6K

Caitong International Asset Management Co., Ltd16,783

0.0% of portfolio$196.2K

Cerro Pacific Wealth Advisors LLC16,775

0.0% of portfolio$196.1K

Legacy Wealth Asset Management, LLC16,643

0.0% of portfolio$194.6K

Diversified Enterprises, LLC16,141

0.0% of portfolio$188.7K

Nicholas Wealth, Llc.15,940

0.1% of portfolio$186.3K

Tenon Financial LLC15,930

0.1% of portfolio$186.2K

Valeo Financial Advisors, LLC15,860

0.0% of portfolio$185.4K

D.A. Davidson & Co.15,805

0.0% of portfolio$184.8K

Park Avenue Securities LLC15,746

0.0% of portfolio$184

Griffin Asset Management, Inc.15,498

0.0% of portfolio$181.2K

Tilia Fiduciary Partners, Inc.15,174

0.1% of portfolio$177.4K

Redwood Family Wealth LLC15,000

0.2% of portfolio$175.4K

Lincoln Capital Corp14,865

0.1% of portfolio$173.8K

Principal Financial Group Inc14,613

0.0% of portfolio$170.8K

Wedmont Private Capital14,280

0.0% of portfolio$158.8K

Net Worth Advisory Group14,240

0.0% of portfolio$171.6K

Sowell Financial Services LLC14,118

0.0% of portfolio$165.0K

Castle Rock Wealth Management, LLC13,936

0.0% of portfolio$168.8K

Omnitrust Wealth Management, Inc13,801

0.2% of portfolio$161.3K

Herold Advisors, Inc.13,678

0.0% of portfolio$159.9K

Mann Financial Group, Inc.13,585

0.1% of portfolio$158.8K

StoneX Group Inc.13,468

0.0% of portfolio$158.2K

Sentinel Trust Co LBA12,800

0.0% of portfolio$150

Finivi Inc.12,702

0.1% of portfolio$148.5K

Chemistry Wealth Management LLC12,464

0.0% of portfolio$145.7K

Perpetual Ltd12,157

0.0% of portfolio$142.1K

Yousif Capital Management, LLC12,089

0.0% of portfolio$141.3K

Mindset Wealth Management, LLC12,064

0.0% of portfolio$141.0K

Simplicity Wealth,LLC12,034

0.0% of portfolio$140.7K

Teza Capital Management LLC12,018

0.1% of portfolio$140.5K

Avior Wealth Management, LLC11,976

0.0% of portfolio$140.0K

Fifth Third Wealth Advisors LLC11,902

0.0% of portfolio$139.1K

Elco Management Co., LLC11,714

0.1% of portfolio$136.9K

Axxion S.A.11,549

0.0% of portfolio$135.0K

Nfsg Corp11,190

0.0% of portfolio$130.8K

B. Metzler seel. Sohn & Co. AG11,150

0.0% of portfolio$130.3K

Coquina Private Wealth LLC11,113

0.1% of portfolio$129.9K

Hardin Capital Partners, LLC11,050

0.1% of portfolio$129.2K

Maple Capital Management, Inc.10,945

0.0% of portfolio$127.9K

Hudock, Inc.10,861

0.0% of portfolio$127.0K

First National Trust Co10,782

0.0% of portfolio$126.0K

Trilogy Capital Inc.10,108

0.0% of portfolio$118.2K

Narus Financial Partners, LLC10,100

0.0% of portfolio$118.1K

Gables Capital Management Inc.10,000

0.0% of portfolio$116.9K

Parallel Advisors, LLC9,541

0.0% of portfolio$111.5K

SRH Advisors, LLC8,030

0.0% of portfolio$93.9K

Bokf, NA8,001

0.0% of portfolio$93.5K

Archer Investment Corp8,000

0.0% of portfolio$93.5K

First Horizon Corp7,143

0.0% of portfolio$83.5K

Summer Road LLC7,123

0.1% of portfolio$83.3K

WPG Advisers, LLC7,091

0.0% of portfolio$82.9K

Nvwm, LLC7,000

0.0% of portfolio$81.8K

SBI Securities Co., Ltd.6,849

0.0% of portfolio$80.1K

Farther Finance Advisors, LLC6,590

0.0% of portfolio$77.0K

Thompson Investment Management, Inc.6,060

0.0% of portfolio$70.8K

Paradigm Asset Management Co LLC6,060

0.0% of portfolio$70.8K

Montag A & Associates Inc5,795

0.0% of portfolio$67.7K

Pinnacle Wealth Planning Services, Inc.5,504

0.0% of portfolio$64.3K

Gamma Investing LLC5,154

0.0% of portfolio$60.3K

Trust Co of Vermont4,859

0.0% of portfolio$56.8K

AlphaCentric Advisors LLC4,540

0.0% of portfolio$53.1K

Oakworth Capital, Inc.4,484

0.0% of portfolio$52.4K

Private Trust Co NA4,470

0.0% of portfolio$52.3K

Compagnie Lombard Odier SCmA4,400

0.0% of portfolio$51.4K

Rossby Financial, LCC4,213

0.0% of portfolio$49.3K

Align Financial, LLC3,695

0.0% of portfolio$43.2K

Exchange Traded Concepts, LLC3,687

0.0% of portfolio$43.1K

Versant Capital Management, Inc3,635

0.0% of portfolio$42.5K

CoreCap Advisors, LLC3,507

0.0% of portfolio$41.0K

Hartford Financial Management Inc.3,500

0.0% of portfolio$40.9K

Larson Financial Group LLC3,389

0.0% of portfolio$39.6K

Heritage Family Offices, LLP3,371

0.0% of portfolio$39.4K

MTM Investment Management, LLC3,365

0.0% of portfolio$39.3K

Root Financial Partners, LLC3,201

0.0% of portfolio$37.4K

Elyxium Wealth, LLC3,184

0.0% of portfolio$37.2K

Mitsubishi UFJ Asset Management Co., Ltd.3,133

0.0% of portfolio$36.6K

Madden Securities Corp3,062

0.0% of portfolio$35.8K

Signaturefd, LLC2,973

0.0% of portfolio$34.8K

Burk Holdings LLC2,918

0.0% of portfolio$34.1K

Pension & Wealth Management Advisors, Inc.2,900

0.0% of portfolio$33.9K

Armstrong Advisory Group, Inc2,482

0.0% of portfolio$29.0K

Plante Moran Financial Advisors, LLC2,419

0.0% of portfolio$28.3K

GHP Investment Advisors, Inc.2,243

0.0% of portfolio$26.2K

Center for Financial Planning, Inc.2,236

0.0% of portfolio$26.1K

Pflug Koory, LLC2,200

0.0% of portfolio$25.7K

EverSource Wealth Advisors, LLC2,189

0.0% of portfolio$25.6K

BI Asset Management Fondsmaeglerselskab A/S1,931

0.0% of portfolio$23

Spire Wealth Management1,918

0.0% of portfolio$22.4K

Grove Bank & Trust1,685

0.0% of portfolio$19.7K

SJS Investment Consulting Inc.1,663

0.0% of portfolio$19.4K

Parkside Financial Bank & Trust1,568

0.0% of portfolio$18.3K

Blue Trust, Inc.1,277

0.0% of portfolio$14.9K

Salomon & Ludwin, LLC1,073

0.0% of portfolio$12.5K

Rakuten Securities, Inc.1,065

0.0% of portfolio$12.5K

IFP Advisors, Inc1,056

0.0% of portfolio$12.3K

Mowery & Schoenfeld Wealth Management, LLC1,000

0.0% of portfolio$11.7K

MassMutual Private Wealth & Trust, FSB840

0.0% of portfolio$9.8K

Avion Wealth786

0.0% of portfolio$9

Elevation Wealth Partners, LLC765

0.0% of portfolio$8.9K

Covestor Ltd754

0.0% of portfolio$9

Key FInancial Inc747

0.0% of portfolio$8.7K

High Note Wealth, LLC711

0.0% of portfolio$8.3K

Hazlett, Burt & Watson, Inc.700

0.0% of portfolio$8

Hickory Point Bank & Trust700

0.0% of portfolio$8.2K

Ameliora Wealth Management Ltd.700

0.0% of portfolio$8.2K

Mather Group, Llc.606

0.0% of portfolio$7.1K

Peoples Financial Services Corp.606

0.0% of portfolio$7.1K

James T. Borello RIA537

0.0% of portfolio$6.3K

Nemes Rush Group LLC475

0.0% of portfolio$5.6K

Ascentis Wealth Management, LLC468

0.0% of portfolio$5.5K

Berbice Capital Management LLC400

0.0% of portfolio$4.7K

Silver Grove Financial Group, Inc.381

0.0% of portfolio$4.5K

Cedar Mountain Advisors, LLC343

0.0% of portfolio$4.0K

Signature Equity Partners, LLC324

0.0% of portfolio$3.8K

Jacobi Capital Management LLC303

0.0% of portfolio$3.5K

GK Wealth Management LLC301

0.0% of portfolio$3.5K

Transce3nd, LLC256

0.0% of portfolio$2.6K

Farmers & Merchants Investments Inc254

0.0% of portfolio$3.0K

Abound Wealth Management242

0.0% of portfolio$2.8K

Next Level Wealth Planning, LLC210

0.0% of portfolio$2.5K

Retirement Wealth Solutions LLC205

0.0% of portfolio$2.4K

Bell Investment Advisors, Inc183

0.0% of portfolio$2.1K

Central Trust Co182

0.0% of portfolio$2.1K

Dhjj Financial Advisors, Ltd.181

0.0% of portfolio$2.1K

Cape Investment Advisory, Inc.161

0.0% of portfolio$1.9K

Rydar Equities, Inc.153

0.0% of portfolio$1.7K

Strengthening Families & Communities, LLC110

0.0% of portfolio$1.3K

Physician Wealth Advisors, Inc.82

0.0% of portfolio$959

Creative Financial Designs Inc80

0.0% of portfolio$935

Albion Financial Group80

0.0% of portfolio$936

American Capital Advisory, LLC77

0.0% of portfolio$901

Hughes Financial Services, LLC71

0.0% of portfolio$808

Planning Strategies Inc.55

0.0% of portfolio$643

Private Wealth Management Group, LLC55

0.0% of portfolio$643

Owl Creek Wealth Partners LLC55

0.0% of portfolio$643

Essential Partners LLC50

0.0% of portfolio$585

Financial Management Professionals, Inc.40

0.0% of portfolio$468

Fortitude Family Office, LLC40

0.0% of portfolio$468

Cromwell Holdings LLC40

0.0% of portfolio$468

Markowski Investments40

0.0% of portfolio$468

Torren Management, LLC40

0.0% of portfolio$468

Manchester Capital Management LLC35

0.0% of portfolio$410

True Wealth Design, LLC28

0.0% of portfolio$328

MV Capital Management, Inc.22

0.0% of portfolio$258

Decker Retirement Planning Inc.20

0.0% of portfolio$234

Capital Advisors, Ltd. LLC19

0.0% of portfolio$0

Quaker Wealth Management, LLC16

0.0% of portfolio$188

First Command Advisory Services, Inc.10

0.0% of portfolio$117

Davis Capital Management8

0.0% of portfolio$94

Laurel Wealth Advisors LLC3

0.0% of portfolio$41

				Style	Turnover	Location	Filed
Mtco Ltd.	10,940,919	$127.9M	82.5%	GARP	Low	Nassau, Colombia	2026-10-08
Dimensional Fund Advisors LP	6,974,883	$81.5M	0.0%	Index	Low	Austin, TX	2026-11-04
Fort Washington Investment Advisors Inc	5,703,964	$66.7M	0.3%	Core	Low	Cincinnati, OH	2026-10-15
Daiwa Securities Group Inc.	3,826,619	$44.7M	0.1%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Bank of New York Mellon Corp	2,765,584	$32.3M	0.0%	Core	Low	New York, NY	2026-11-05
Border to Coast Pensions Partnership Ltd	2,485,741	$29.0K	0.0%	Growth	Low	Leeds, United Kingdom	2026-10-09
Vontobel Holding Ltd.	2,200,153	$25.7M	0.1%	Core	Medium	Zurich, Switzerland	2026-10-16
Coronation Fund Managers Ltd.	1,929,119	$22.6M	0.9%	GARP	Medium	Cape Town, Thailand	2026-10-27
Fishman JAY A LTD	1,683,830	$19.7M	1.6%	Growth	Very Low	Troy, MI	2026-10-26
Braun Stacey Associates Inc	1,318,586	$15.4M	0.4%	Momentum	Medium	New York, NY	2026-10-19
E. Ohman J:or Asset Management AB	1,201,869	$14.0M	0.3%	Growth	Medium	Stockholm, Sweden	2026-10-22
Oppenheimer & Co Inc	1,177,113	$13.8M	0.1%	Core	Low	New York, NY	2026-10-26
Pictet Asset Management Holding SA	1,140,747	$13.3M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Boston Trust Walden Corp	1,088,587	$12.7M	0.1%	Core	Low	Boston, MA	2026-10-30
Schwartz Investment Counsel Inc	900,000	$10.5M	0.4%	Growth	Medium	Plymouth, MI	2026-10-26
Wolverine Asset Management LLC	890,217	$10.4M	0.1%	Deep Value	Very High	Chicago, IL	2026-11-02
Investment House LLC	855,460	$10.0M	0.4%	Core	Medium	Redondo Beach, CA	2026-10-21
Allspring Global Investments Holdings, LLC	778,992	$9.4M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
GW Henssler & Associates LTD	775,580	$9.1M	0.4%	Core	Medium	Kennesaw, GA	2026-10-26
Great Hill Capital LLC	753,004	$8.8M	0.6%	Deep Value	Medium	New York, NY	2026-10-20
Strs Ohio	746,850	$8.7M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Swedbank AB	720,242	$8.4M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Appleton Partners Inc	585,542	$6.8K	0.0%	Growth	Low	Boston, MA	2026-10-30
James Hambro & Partners LLP	547,042	$6.4M	0.2%	Growth	Medium	London, United Kingdom	2026-10-19
Gainplan LLC	502,025	$5.9M	2.3%	ETF	High	Bloomfield Hills, MI	2026-10-09
Leeward Investments, LLC - MA	487,375	$5.7M	0.3%	Deep Value	Low	Boston, MA	2026-10-23
Neville Rodie & Shaw Inc	470,310	$5.5K	0.4%	Growth	Low	New York, NY	2026-10-05
Tritonpoint Wealth, LLC	414,373	$4.8M	0.5%	Core	Low	Chevy Chase, MD	2026-10-19
Motley Fool Asset Management LLC	390,473	$4.6M	0.2%	Growth	Medium	Alexandria, VA	2026-10-27
Citigroup Inc	387,053	$4.5M	0.0%	Core	Medium	New York, NY	2026-11-04
Galvin, Gaustad & Stein, LLC	372,283	$4.4M	0.3%	Core	Medium	Scottsdale, AZ	2026-10-08
Nordwand Advisors, LLC	364,825	$4.3M	0.7%	Core	Low	Radnor, PA	2026-11-05
Hohimer Wealth Management, LLC	359,607	$4.2M	0.4%	Core	High	Seattle, WA	2026-11-04
Truist Financial Corp	344,973	$4.0M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Agman Capital LLC	339,190	$4.0M	2.8%	Value	Medium	Omaha, NE	2026-10-29
Chicago Partners Investment Group LLC	333,834	$3.5M	0.1%	GARP	Low	Chicago, IL	2026-10-27
Salem Investment Counselors Inc	332,955	$3.9M	0.1%	Growth	Very Low	Winston-Salem, NC	2026-10-13
Hosking Partners LLP	331,910	$3.9M	0.1%	GARP	Low	London, United Kingdom	2026-10-21
Carnegie Investment Counsel	321,867	$3.8M	0.1%	Core	Low	Pepper Pike, OH	2026-10-20
Cherry Creek Investment Advisors, Inc.	313,848	$3.7M	1.4%	Growth	Low	Englewood, CO	2026-10-14
State of New Jersey Common Pension Fund D	306,753	$3.6M	0.0%	Core	Low	Trenton, NJ	2026-11-05
ARS Investment Partners, LLC	285,251	$3.3M	0.1%	Growth	Medium	New York, NY	2026-11-05
Oppenheimer Asset Management Inc.	276,916	$3.2M	0.0%	Core	Medium	New York, NY	2026-10-27
Canton Hathaway, LLC	272,900	$3.2M	0.6%	Value	Low	Providence, RI	2026-10-23
Meridian Wealth Management, LLC	270,269	$3.2M	0.1%	Growth	Low	Lexington, KY	2026-11-05
Arizona State Retirement System	263,135	$3.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Creative Planning	255,673	$3.0M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Moody National Bank Trust Division	255,450	$3.0M	0.2%	Core	Medium	Galveston, TX	2026-10-06
Lewis Asset Management, LLC	251,090	$2.9M	1.0%	Growth	Low	Lafayette, CA	2026-10-14
Costello Asset Management, Inc	246,865	$2.9M	0.9%	Core	Low	Feasterville, PA	2026-10-30
Raiffeisen Bank International AG	180,000	$2.1M	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
Moran Wealth Management, LLC	148,443	$1.7M	0.0%	Core	Medium	Naples, FL	2026-10-22
Elevation Point Wealth Partners, LLC	145,038	$1.7M	0.0%	Core	High	Denver, CO	2026-11-05
Deltec Asset Management LLC	144,310	$1.7M	0.3%	Core	Medium	New York, NY	2026-10-26
Yelin Lapidot Holdings Management Ltd.	140,000	$1.6M	0.3%	GARP	Low	Tel Aviv, Luxembourg	2026-10-26
Cambridge Investment Research Advisors, Inc.	138,999	$1.6K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Leonteq Securities AG	137,918	$1.6M	0.1%	Core	High	Zurich, Switzerland	2026-10-29
Carmel Capital Partners, LLC	137,467	$1.6M	0.6%	Value	Medium	San Diego, CA	2026-11-03
CenterBook Partners LP	133,724	$1.6M	0.1%	Value	Very High	Greenwich, CT	2026-11-02
TritonPoint Partners, LLC	132,602	$1.6M	0.3%	Core	Medium	Chevy Chase, MD	2026-11-05
LRZ Capital LLC	132,260	$1.5M	0.5%	Core	Medium	Miami, FL	2026-11-05
TD Waterhouse Canada Inc.	131,796	$1.6M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Fifth Third Bancorp	125,471	$1.5M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Nkcfo LLC	125,000	$1.5K	0.0%	GARP	High	Geneva, IL	2026-11-04
Summit Securities Group LLC	120,000	$1.4M	0.1%	Core	Very High	New York, NY	2026-11-05
DekaBank Deutsche Girozentrale	120,000	$1.4K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Colonial River Investments, LLC	116,485	$1.4M	0.4%	Growth	Medium	Midlothian, VA	2026-10-19
Skylands Capital, LLC	114,875	$1.3M	0.2%	Value	Medium	Milwaukee, WI	2026-10-21
FNY Investment Advisers, LLC	106,005	$1.2K	0.0%	Growth	Very High	New York, NY	2026-10-16
Corrado Advisors, LLC	97,943	$1.1M	0.6%	Core	Medium	Ramsey, NJ	2026-10-27
SAX Wealth Advisors, LLC	94,230	$1.1M	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Apollon Wealth Management, LLC	92,647	$1.1M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Carret Asset Management, LLC	92,145	$1.1M	0.1%	Core	Very Low	New York, NY	2026-11-04
Kestra Advisory Services, LLC	91,170	$1.1M	0.0%	Core	Low	Austin, TX	2026-11-02
Matauro, LLC	88,582	$1.0M	0.1%	ETF	Low	New York, NY	2026-11-03
Fulcrum Asset Management LLP	85,166	$989.6K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Brown Miller Wealth Management, LLC	84,604	$989.0K	0.2%	Growth	Low	Mclean, VA	2026-11-02
Levin Capital Strategies, L.P.	80,449	$940.4K	0.1%	Value	Medium	New York, NY	2026-11-02
Granite Islands Private Wealth, LLC	78,788	$917.2K	0.5%	Growth	Low	Guilford, CT	2026-10-16
Sepio Capital, LP	77,900	$910.7K	0.0%	ETF	Low	Salt Lake City, UT	2026-10-22
Regions Financial Corp	77,507	$906.1K	0.0%	Core	Low	Birmingham, AL	2026-11-05
Independent Financial Group, LLC	72,631	$849.1K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Nisa Investment Advisors, LLC	71,098	$831.1K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Chapin Davis, Inc.	71,000	$830.0K	0.2%	Growth	High	Baltimore, MD	2026-10-09
Xponance LLC	68,693	$803.0K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Concurrent Investment Advisors, LLC	67,344	$787.2K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Elevatus Welath Management	66,443	$776.7K	0.2%	Growth	High	Victor, NY	2026-10-19
Commonwealth Equity Services, LLC	65,780	$769.0K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Horizon Advisory Services, Inc.	65,621	$767.1K	0.3%	ETF	Medium	West Henrietta, NY	2026-10-29
Swiss Life Asset Management Ltd	64,861	$758.2K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.	64,460	$753.5K	0.5%	Growth	Low	Old Tappan, NJ	2026-10-16
Belvedere Trading LLC	63,305	$740.0K	0.0%	Agg Growth	Very High	Chicago, IL	2026-11-05
Prospera Financial Services Inc	63,259	$698.4K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Assetmark, Inc	60,240	$704.2K	0.0%	ETF	Low	Concord, CA	2026-10-21
Inspire Investing, LLC	58,952	$689.1K	0.0%	GARP	High	Meridian, ID	2026-10-22
Doliver Advisors, LP	58,364	$682.3K	0.1%	GARP	Low	Houston, TX	2026-10-01
Wealth Enhancement Advisory Services, LLC	56,862	$632.3K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Maryland State Retirement & Pension System	55,529	$649.1K	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Flagship Harbor Advisors, LLC	54,591	$638.2K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Gateway Investment Advisers LLC	53,855	$629.6K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Sigma Planning Corp	52,824	$617.5K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Soltis Investment Advisors LLC	52,770	$616.9K	0.0%	Core	Medium	St. George, UT	2026-10-28
CFM Wealth Partners LLC	50,288	$587.9K	0.1%	Growth	Low	Austin, TX	2026-11-05
Virtue Asset Management LLC	48,726	$569.6K	0.4%	Core	Low	Barrington, IL	2026-10-21
Clear Harbor Asset Management, LLC	46,105	$539.0K	0.0%	Core	Low	Stamford, CT	2026-11-05
Atria Investments, Inc	45,823	$535.7K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
TD Private Client Wealth LLC	45,596	$533.0K	0.0%	ETF	Low	New York, NY	2026-10-28
Split Creek LLC DBA Split Creek Capital LLC	45,435	$531.1K	0.5%	Core	Medium	North Garden, VA	2026-11-02
TT International Asset Management LTD	44,592	$521.3K	0.1%	GARP	Very High	London, United Kingdom	2026-10-30
DB&C Advisors, LLC	42,755	$499.8K	0.5%	Growth	Very Low	Holland, MI	2026-10-26
Sheets Smith Wealth Management	42,562	$497.6K	0.1%	Core	Low	Winston-Salem, NC	2026-10-16
Amalgamated Bank	42,435	$496	0.0%	Core	Very Low	New York, NY	2026-10-23
Joel Isaacson & Co., LLC	42,380	$495.4K	0.0%	ETF	Very Low	New York, NY	2026-11-05
Cardinal Point Capital Management ULC	40,721	$476.0K	0.0%	Value	Low	Toronto, Australia	2026-10-21
Secure Asset Management, LLC	40,589	$474.5K	0.1%	Growth	Medium	Troy, MI	2026-10-19
IPG Investment Advisors LLC	40,260	$470.6K	0.1%	Core	Medium	San Diego, CA	2026-10-30
Arnhold LLC	39,000	$455.9K	0.0%	GARP	Low	New York, NY	2026-10-26
Triangle Securities Wealth Management	38,015	$444.4K	0.1%	Core	Low	Raleigh, NC	2026-10-14
Quadrant Capital Group LLC	36,586	$403.2K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Lecap Asset Management LTD	36,123	$422.3K	0.2%	Value	Very High	London, United Kingdom	2026-10-27
Ethic Inc.	36,037	$421.3K	0.0%	Core	Low	New York, NY	2026-11-03
Kingswood Wealth Advisors, LLC	35,917	$419.9K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Renaissance Investment Group LLC	34,340	$401.4K	0.1%	Growth	Low	Lenox, MA	2026-10-28
Verdence Capital Advisors LLC	34,218	$400.0K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Poehling Capital Management, Inc.	33,133	$387.3K	0.1%	Value	Low	Madison, WI	2026-10-20
Clear Wave Wealth Management LLC	32,241	$376.9K	0.1%	ETF	N/A	Red Bank, NJ	2026-11-04
KBC Group NV	32,162	$376	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Ritholtz Wealth Management	31,768	$371.4K	0.0%	Index	Low	New York, NY	2026-11-05
Thompson Davis & Co., Inc.	31,525	$368.5K	0.2%	Core	Medium	Richmond, VA	2026-11-05
J. Safra Sarasin Holding AG	30,725	$359.2K	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Sterling Capital Management LLC	30,104	$351.9K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Retirement Planning Co of New England, Inc.	29,838	$348.8K	0.1%	Core	Low	Warwick, RI	2026-10-15
Praxis Investment Management Inc	29,795	$348	0.0%	Core	Low	Goshen, IN	2026-11-03
Moss Adams Wealth Advisors LLC	29,729	$347.5K	0.0%	ETF	Low	Seattle, WA	2026-10-28
Ascentis Independent Advisors	29,656	$346.7K	0.0%	ETF	Low	Dallas, TX	2026-11-03
North Dakota State Investment Board	29,405	$343.7K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Bosman Wealth Management, LLC	29,393	$343.6K	0.2%	Momentum	High	Redlands, CA	2026-10-28
Thrivent Financial for Lutherans	28,939	$338	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Diversify Advisory Services, LLC	28,828	$322.3K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	28,828	$322.3K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
HB Wealth Management, LLC	28,790	$336.6K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Moneco Advisors, LLC	28,676	$335.2K	0.0%	ETF	Low	Fairfield, CT	2026-11-05
LexAurum Advisors, LLC	28,524	$333.4K	0.0%	ETF	Low	Overland Park, KS	2026-10-19
Goldstein Advisors, LLC	28,359	$331.5K	0.0%	ETF	Medium	Madison, WI	2026-10-15
Fideuram Asset Management (Ireland) dac	28,085	$417.4K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Barton Investment Management	27,670	$323.5K	0.0%	Growth	Very Low	West Conshohocken, PA	2026-10-27
Welch & Forbes LLC	27,403	$320.3K	0.0%	Core	Very Low	Boston, MA	2026-11-04
AlphaCore Capital LLC	27,302	$319.2K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Yorktown Management & Research Co Inc	26,260	$307.0K	0.2%	Momentum	Medium	Forest, VA	2026-10-28
Davenport & Co LLC	26,224	$306.6K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Washington Trust Bank	25,292	$295.7K	0.0%	Core	Low	Spokane, WA	2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	25,290	$295.6K	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
Plancorp, LLC	24,671	$272.4K	0.0%	ETF	Low	Saint Louis, MO	2026-11-03
Jefferies Financial Group Inc.	24,520	$286.6K	0.0%	Core	Very High	New York, NY	2026-11-05
Simon Quick Advisors, LLC	24,496	$286.4K	0.0%	ETF	Low	Morristown, NJ	2026-10-26
Embree Financial Group	24,351	$284.7K	0.0%	ETF	Low	Chicago, IL	2026-10-22
Tactive Advisors, LLC	24,319	$284.3K	0.1%	ETF	High	Jacksonville, FL	2026-10-08
Wealthcare Advisory Partners LLC	23,544	$275.2K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Integrity Alliance, Llc.	23,346	$272.9K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
VestGen Advisors, LLC	23,034	$269.3K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
US Bancorp \de\	22,410	$262.0K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Kestra Private Wealth Services, LLC	22,084	$258.2K	0.0%	Growth	Low	Austin, TX	2026-10-30
Greenleaf Trust	21,954	$256.6K	0.0%	Core	Low	Kalamazoo, MI	2026-10-29
CIBC Asset Management Inc	21,662	$253.2K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Aprio Wealth Management, LLC	21,427	$250.5K	0.0%	ETF	Medium	Atlanta, GA	2026-10-28
DE Burlo Group Inc	20,044	$234.3K	0.0%	Growth	High	Boston, MA	2026-11-05
First Bank & Trust	19,262	$225.2K	0.0%	Core	Low	Brookings, SD	2026-10-19
Mystic Asset Management, Inc.	19,050	$222.7K	0.0%	Core	Very Low	Warwick, RI	2026-10-15
Congress Park Capital LLC	19,000	$222.1K	0.1%	Value	Low	Saratoga Springs, NY	2026-10-13
Parsons Capital Management Inc	18,470	$215.9K	0.0%	Core	Low	Providence, RI	2026-10-28
FDx Advisors, Inc.	18,426	$215	0.0%	ETF	Medium	Berwyn, PA	2026-11-05
CX Institutional	18,406	$215	0.0%	Core	Medium	Auburn, IN	2026-10-02
Claro Advisors Inc.	18,376	$214.8K	0.0%	Core	Low	Boston, MA	2026-11-02
Koshinski Asset Management, Inc.	18,047	$211.0K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Harbor Investment Advisory, LLC	17,851	$208.7K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Avity Investment Management Inc.	17,078	$199.6K	0.0%	Growth	Low	Greenwich, CT	2026-10-09
E&G Advisors, LLC	16,940	$198.0K	0.0%	ETF	Very Low	Houston, TX	2026-10-13
Patriot Financial Group Insurance Agency, LLC	16,900	$197.6K	0.0%	Growth	Low	Walpole, MA	2026-10-14
Caitong International Asset Management Co., Ltd	16,783	$196.2K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Cerro Pacific Wealth Advisors LLC	16,775	$196.1K	0.0%	Growth	Low	San Luis Obispo, CA	2026-10-22
Legacy Wealth Asset Management, LLC	16,643	$194.6K	0.0%	GARP	Medium	Woodbury, MN	2026-10-09
Diversified Enterprises, LLC	16,141	$188.7K	0.0%	ETF	Very Low	Wilmington, DE	2026-10-19
Nicholas Wealth, Llc.	15,940	$186.3K	0.1%	Growth	Medium	Marietta, GA	2026-10-26
Tenon Financial LLC	15,930	$186.2K	0.1%	ETF	Very Low	Metuchen, NJ	2026-10-14
Valeo Financial Advisors, LLC	15,860	$185.4K	0.0%	ETF	Low	Carmel, IN	2026-10-08
D.A. Davidson & Co.	15,805	$184.8K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Park Avenue Securities LLC	15,746	$184	0.0%	ETF	Medium	New York, NY	2026-10-26
Griffin Asset Management, Inc.	15,498	$181.2K	0.0%	Core	Low	New York, NY	2026-10-22
Tilia Fiduciary Partners, Inc.	15,174	$177.4K	0.1%	Core	Low	Wilmington, NC	2026-10-09
Redwood Family Wealth LLC	15,000	$175.4K	0.2%	Growth	Low	Plano, TX	2026-10-20
Lincoln Capital Corp	14,865	$173.8K	0.1%	ETF	Medium	East Greenwich, RI	2026-10-13
Principal Financial Group Inc	14,613	$170.8K	0.0%	Core	Low	Des Moines, IA	2026-11-02
Wedmont Private Capital	14,280	$158.8K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Net Worth Advisory Group	14,240	$171.6K	0.0%	GARP	Medium	Sandy, UT	2026-10-20
Sowell Financial Services LLC	14,118	$165.0K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Castle Rock Wealth Management, LLC	13,936	$168.8K	0.0%	Growth	Medium	Walnut Creek, CA	2026-10-09
Omnitrust Wealth Management, Inc	13,801	$161.3K	0.2%	ETF	N/A	Jacksonville, FL	2026-11-02
Herold Advisors, Inc.	13,678	$159.9K	0.0%	Core	Low	New York, NY	2026-10-19
Mann Financial Group, Inc.	13,585	$158.8K	0.1%	ETF	Low	Detroit Lakes, MN	2026-10-15
StoneX Group Inc.	13,468	$158.2K	0.0%	ETF	Medium	New York, NY	2026-11-03
Sentinel Trust Co LBA	12,800	$150	0.0%	ETF	Very Low	Houston, TX	2026-11-03
Finivi Inc.	12,702	$148.5K	0.1%	Growth	Medium	Westborough, MA	2026-10-13
Chemistry Wealth Management LLC	12,464	$145.7K	0.0%	Core	Low	New York, NY	2026-10-16
Perpetual Ltd	12,157	$142.1K	0.0%	Value	Medium	Sydney, New South Wales, China	2026-10-13
Yousif Capital Management, LLC	12,089	$141.3K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Mindset Wealth Management, LLC	12,064	$141.0K	0.0%	Agg Growth	Very Low	Indianapolis, IN	2026-10-19
Simplicity Wealth,LLC	12,034	$140.7K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Teza Capital Management LLC	12,018	$140.5K	0.1%	Value	High	Austin, TX	2026-10-23
Avior Wealth Management, LLC	11,976	$140.0K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Fifth Third Wealth Advisors LLC	11,902	$139.1K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Elco Management Co., LLC	11,714	$136.9K	0.1%	Core	Low	New York, NY	2026-10-14
Axxion S.A.	11,549	$135.0K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Nfsg Corp	11,190	$130.8K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
B. Metzler seel. Sohn & Co. AG	11,150	$130.3K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Coquina Private Wealth LLC	11,113	$129.9K	0.1%	ETF	Very Low	Port Charlotte, FL	2026-10-27
Hardin Capital Partners, LLC	11,050	$129.2K	0.1%	Yield	Very Low	Greenville, SC	2026-10-09
Maple Capital Management, Inc.	10,945	$127.9K	0.0%	Growth	Low	Montpelier, VT	2026-11-02
Hudock, Inc.	10,861	$127.0K	0.0%	ETF	Low	Williamsport, PA	2026-10-14
First National Trust Co	10,782	$126.0K	0.0%	Growth	Low	Johnstown, PA	2026-10-28
Trilogy Capital Inc.	10,108	$118.2K	0.0%	ETF	Medium	Irvine, CA	2026-10-20
Narus Financial Partners, LLC	10,100	$118.1K	0.0%	Value	Low	Salt Lake City, UT	2026-10-19
Gables Capital Management Inc.	10,000	$116.9K	0.0%	Growth	Very Low	Miami, FL	2026-11-04
Parallel Advisors, LLC	9,541	$111.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
SRH Advisors, LLC	8,030	$93.9K	0.0%	ETF	Very Low	Salina, KS	2026-10-22
Bokf, NA	8,001	$93.5K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Archer Investment Corp	8,000	$93.5K	0.0%	Core	Medium	Carmel, IN	2026-11-05
First Horizon Corp	7,143	$83.5K	0.0%	Core	Low	Memphis, TN	2026-10-26
Summer Road LLC	7,123	$83.3K	0.1%	Deep Value	Very Low	West Palm Beach, FL	2026-11-05
WPG Advisers, LLC	7,091	$82.9K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Nvwm, LLC	7,000	$81.8K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
SBI Securities Co., Ltd.	6,849	$80.1K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Farther Finance Advisors, LLC	6,590	$77.0K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Thompson Investment Management, Inc.	6,060	$70.8K	0.0%	Value	Medium	Madison, WI	2026-10-14
Paradigm Asset Management Co LLC	6,060	$70.8K	0.0%	GARP	Medium	New York, NY	2026-11-05
Montag A & Associates Inc	5,795	$67.7K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Pinnacle Wealth Planning Services, Inc.	5,504	$64.3K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Gamma Investing LLC	5,154	$60.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Trust Co of Vermont	4,859	$56.8K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
AlphaCentric Advisors LLC	4,540	$53.1K	0.0%	Core	High	San Juan, PR	2026-11-03
Oakworth Capital, Inc.	4,484	$52.4K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
Private Trust Co NA	4,470	$52.3K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Compagnie Lombard Odier SCmA	4,400	$51.4K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Rossby Financial, LCC	4,213	$49.3K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Align Financial, LLC	3,695	$43.2K	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Exchange Traded Concepts, LLC	3,687	$43.1K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Versant Capital Management, Inc	3,635	$42.5K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
CoreCap Advisors, LLC	3,507	$41.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Hartford Financial Management Inc.	3,500	$40.9K	0.0%	Core	Low	West Hartford, CT	2026-10-21
Larson Financial Group LLC	3,389	$39.6K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Heritage Family Offices, LLP	3,371	$39.4K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
MTM Investment Management, LLC	3,365	$39.3K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
Root Financial Partners, LLC	3,201	$37.4K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Elyxium Wealth, LLC	3,184	$37.2K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	3,133	$36.6K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Madden Securities Corp	3,062	$35.8K	0.0%	Growth	Medium	Dallas, TX	2026-10-27
Signaturefd, LLC	2,973	$34.8K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Burk Holdings LLC	2,918	$34.1K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Pension & Wealth Management Advisors, Inc.	2,900	$33.9K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Armstrong Advisory Group, Inc	2,482	$29.0K	0.0%	ETF	High	Needham, MA	2026-10-09
Plante Moran Financial Advisors, LLC	2,419	$28.3K	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
GHP Investment Advisors, Inc.	2,243	$26.2K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Center for Financial Planning, Inc.	2,236	$26.1K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Pflug Koory, LLC	2,200	$25.7K	0.0%	Core	Very Low	Omaha, NE	2026-10-26
EverSource Wealth Advisors, LLC	2,189	$25.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
BI Asset Management Fondsmaeglerselskab A/S	1,931	$23	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Spire Wealth Management	1,918	$22.4K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Grove Bank & Trust	1,685	$19.7K	0.0%	ETF	Low	Miami, FL	2026-10-08
SJS Investment Consulting Inc.	1,663	$19.4K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Parkside Financial Bank & Trust	1,568	$18.3K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Blue Trust, Inc.	1,277	$14.9K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Salomon & Ludwin, LLC	1,073	$12.5K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Rakuten Securities, Inc.	1,065	$12.5K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
IFP Advisors, Inc	1,056	$12.3K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Mowery & Schoenfeld Wealth Management, LLC	1,000	$11.7K	0.0%	Growth	Medium	Lincolnshire, IL	2026-10-28
MassMutual Private Wealth & Trust, FSB	840	$9.8K	0.0%	Core	Low	Springfield, MA	2026-10-05
Avion Wealth	786	$9	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Elevation Wealth Partners, LLC	765	$8.9K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Covestor Ltd	754	$9	0.0%	Value	High	London, United Kingdom	2026-10-30
Key FInancial Inc	747	$8.7K	0.0%	ETF	Low	West Chester, PA	2026-11-02
High Note Wealth, LLC	711	$8.3K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Hazlett, Burt & Watson, Inc.	700	$8	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Hickory Point Bank & Trust	700	$8.2K	0.0%	Core	Very Low	Decatur, IL	2026-10-01
Ameliora Wealth Management Ltd.	700	$8.2K	0.0%	ETF	Low	Zurich, Switzerland	2026-10-23
Mather Group, Llc.	606	$7.1K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Peoples Financial Services Corp.	606	$7.1K	0.0%	Core	Very Low	Moosic, PA	2026-10-20
James T. Borello RIA	537	$6.3K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Nemes Rush Group LLC	475	$5.6K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Ascentis Wealth Management, LLC	468	$5.5K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Berbice Capital Management LLC	400	$4.7K	0.0%	Momentum	Low	Melville, NY	2026-10-13
Silver Grove Financial Group, Inc.	381	$4.5K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Cedar Mountain Advisors, LLC	343	$4.0K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Signature Equity Partners, LLC	324	$3.8K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Jacobi Capital Management LLC	303	$3.5K	0.0%	Core	Low	Pittston, PA	2026-11-05
GK Wealth Management LLC	301	$3.5K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Transce3nd, LLC	256	$2.6K	0.0%	Growth	Low	Buda, TX	2026-10-26
Farmers & Merchants Investments Inc	254	$3.0K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Abound Wealth Management	242	$2.8K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Next Level Wealth Planning, LLC	210	$2.5K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Retirement Wealth Solutions LLC	205	$2.4K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Bell Investment Advisors, Inc	183	$2.1K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Central Trust Co	182	$2.1K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Dhjj Financial Advisors, Ltd.	181	$2.1K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Cape Investment Advisory, Inc.	161	$1.9K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Rydar Equities, Inc.	153	$1.7K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Strengthening Families & Communities, LLC	110	$1.3K	0.0%	Core	Medium	Boston, MA	2026-10-21
Physician Wealth Advisors, Inc.	82	$959	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Creative Financial Designs Inc	80	$935	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Albion Financial Group	80	$936	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
American Capital Advisory, LLC	77	$901	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Hughes Financial Services, LLC	71	$808	0.0%	ETF	Low	Herndon, VA	2026-10-30
Planning Strategies Inc.	55	$643	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Private Wealth Management Group, LLC	55	$643	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Owl Creek Wealth Partners LLC	55	$643	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Essential Partners LLC	50	$585	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Financial Management Professionals, Inc.	40	$468	0.0%	ETF	Medium	Austin, TX	2026-10-23
Fortitude Family Office, LLC	40	$468	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Cromwell Holdings LLC	40	$468	0.0%	Index	Low	Jackson, WY	2026-10-28
Markowski Investments	40	$468	0.0%	ETF	N/A	Tampa, FL	2026-10-30
Torren Management, LLC	40	$468	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Manchester Capital Management LLC	35	$410	0.0%	Core	Low	Manchester, VT	2026-10-22
True Wealth Design, LLC	28	$328	0.0%	ETF	Medium	Akron, OH	2026-10-13
MV Capital Management, Inc.	22	$258	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Decker Retirement Planning Inc.	20	$234	0.0%	Agg Growth	Very High	Levi, UT	2026-10-19
Capital Advisors, Ltd. LLC	19	$0	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Quaker Wealth Management, LLC	16	$188	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
First Command Advisory Services, Inc.	10	$117	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Davis Capital Management	8	$94	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Laurel Wealth Advisors LLC	3	$41	0.0%	Core	Very Low	Charlotte, NC	2026-10-27