Sirius XM Holdings Inc (SIRI)

CUSIP: 829933100 | NYSE | Communication Services · Entertainment | Mid Cap | 1048 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
13D/AJohn C. Malone	18,420,796	5.5%	New 5%+ stake	Apr 21, 2026	No 13F filer matched

13D/AJohn C. Malone18,420,796

5.5% of class · Apr 21, 2026

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP13,275,758

0.1% of portfolio$343.6M

Deprince Race & Zollo Inc1,313,103

0.6% of portfolio$34.0M

Private Management Group Inc1,051,944

0.7% of portfolio$27.2M

Citigroup Inc652,618

0.0% of portfolio$16.9M

Capital Management Corp444,919

1.7% of portfolio$11.5M

Principal Financial Group Inc425,790

0.0% of portfolio$11.0M

Creative Planning381,893

0.0% of portfolio$9.9M

Retirement Systems of Alabama293,780

0.0% of portfolio$7.6M

State of Alaska, Department of Revenue200,297

0.0% of portfolio$5.2K

IFP Advisors, Inc152,366

0.1% of portfolio$3.9M

D.A. Davidson & Co.127,631

0.0% of portfolio$3.3M

Simplex Trading, LLC127,246

0.0% of portfolio$3.3M

Wealth Enhancement Advisory Services, LLC115,810

0.0% of portfolio$2.8M

Inspire Investing, LLC113,427

0.1% of portfolio$2.9M

Sterling Capital Management LLC112,619

0.1% of portfolio$2.9M

Associated Banc-Corp109,007

0.1% of portfolio$2.8M

Wakefield Asset Management Lllp106,002

0.6% of portfolio$2.7M

Amalgamated Bank82,372

0.0% of portfolio$2.1K

Inlight Wealth Management, LLC81,732

0.6% of portfolio$2.1M

Exchange Traded Concepts, LLC77,283

0.0% of portfolio$2.0M

Tweedy, Browne Co LLC77,283

0.2% of portfolio$2.0M

Steel Grove Capital Advisors, LLC72,282

0.2% of portfolio$1.9M

Aire Advisors, LLC71,648

0.3% of portfolio$1.9M

Mutual of America Capital Management LLC67,478

0.0% of portfolio$1.7M

Hussman Strategic Advisors, Inc.63,000

0.3% of portfolio$1.6M

HUB Investment Partners, LLC60,999

0.0% of portfolio$1.6M

Robeco Institutional Asset Management B.V.56,186

0.0% of portfolio$1.5M

Louisiana State Employees Retirement System55,100

0.0% of portfolio$1.4M

Krilogy Financial LLC54,262

0.0% of portfolio$1.4M

Yousif Capital Management, LLC54,231

0.0% of portfolio$1.4M

Arizona State Retirement System52,137

0.0% of portfolio$1.3M

Commonwealth Equity Services, LLC47,100

0.0% of portfolio$1.2M

R.H. Dinel Investment Counsel, Inc.44,593

0.8% of portfolio$1.2M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS44,251

0.0% of portfolio$1.1M

State of Michigan Retirement System43,500

0.0% of portfolio$1.1M

MacKenzie Financial Corp42,940

0.0% of portfolio$1.1M

Pacific Capital Partners Ltd42,674

0.8% of portfolio$1.1M

Cassaday & Co Wealth Management LLC42,046

0.0% of portfolio$1.1M

Guardian Wealth Management, Inc.40,089

0.5% of portfolio$1.0M

Oregon Public Employees Retirement Fund38,400

0.0% of portfolio$993.8K

Cambridge Investment Research Advisors, Inc.37,055

0.0% of portfolio$959

iA Global Asset Management Inc.37,054

0.0% of portfolio$959

Indivisible Partners32,661

0.0% of portfolio$845.3K

Sprinkle Financial Consultants LLC32,524

0.3% of portfolio$841.7K

Balefire, LLC31,840

0.1% of portfolio$824.0K

Helium Advisors LLC30,821

0.7% of portfolio$797.6K

Crescent Grove Advisors, LLC30,606

0.1% of portfolio$792.1K

Evergreen Capital Management LLC30,046

0.0% of portfolio$777.6K

New York Life Investment Management LLC28,264

0.0% of portfolio$731.5K

Fideuram - Intesa Sanpaolo Private Banking S.P.A.28,146

0.0% of portfolio$728.4K

Pictet Asset Management Holding SA27,622

0.0% of portfolio$714.9K

Hosking Partners LLP26,774

0.0% of portfolio$692.9K

Truist Financial Corp26,635

0.0% of portfolio$689.3K

Kestra Advisory Services, LLC22,755

0.0% of portfolio$588.9K

Xponance LLC22,698

0.0% of portfolio$587.4K

Fulcrum Asset Management LLP21,966

0.0% of portfolio$565.8K

Burns Matteson Capital Management, LLC21,126

0.2% of portfolio$546.7K

Keybank National Association21,008

0.0% of portfolio$543.7K

Oppenheimer & Co Inc20,933

0.0% of portfolio$541.7K

Waldron Private Wealth LLC20,040

0.0% of portfolio$518.6K

New York State Teachers Retirement System19,972

0.0% of portfolio$517

Brighton Jones LLC19,079

0.0% of portfolio$493.8K

Swiss Life Asset Management Ltd17,942

0.0% of portfolio$464.3K

Achmea Investment Management B.V.17,700

0.0% of portfolio$458.4K

Daiwa Securities Group Inc.17,011

0.0% of portfolio$440.2K

Chicago Partners Investment Group LLC16,149

0.0% of portfolio$446.2K

Gateway Investment Advisers LLC15,892

0.0% of portfolio$411.3K

VestGen Advisors, LLC14,259

0.0% of portfolio$369.0K

CV Advisors LLC14,000

0.1% of portfolio$362.3K

AlphaCore Capital LLC13,557

0.0% of portfolio$350.9K

Canandaigua National Trust Co of Florida12,967

0.2% of portfolio$335.6K

Virginia Retirement Systems ET Al12,800

0.0% of portfolio$331.3K

Triad Investment Management12,602

0.4% of portfolio$326.1K

Axxion S.A.12,500

0.0% of portfolio$323.5K

Straight Path Wealth Management12,137

0.1% of portfolio$314.1K

JB Capital LLC12,089

0.0% of portfolio$312.9K

Kingswood Wealth Advisors, LLC12,077

0.0% of portfolio$312.5K

Gilman Hill Asset Management, LLC11,977

0.0% of portfolio$310.0K

DekaBank Deutsche Girozentrale11,853

0.0% of portfolio$310

Levin Capital Strategies, L.P.11,715

0.0% of portfolio$303.2K

Albert D Mason Inc11,482

0.2% of portfolio$297.2K

HB Wealth Management, LLC11,264

0.0% of portfolio$283.8K

SBI Securities Co., Ltd.11,019

0.0% of portfolio$285.2K

Unified Investment Management10,242

0.2% of portfolio$265.1K

Wolverine Asset Management LLC10,221

0.0% of portfolio$264.5K

Valeo Financial Advisors, LLC10,205

0.0% of portfolio$264.1K

DLK Investment Management, LLC10,150

0.1% of portfolio$262.7K

Seizert Capital Partners, LLC10,092

0.0% of portfolio$261.2K

Welch & Forbes LLC9,963

0.0% of portfolio$257.8K

Childress Capital Advisors, LLC9,758

0.0% of portfolio$252.5K

MGO One Seven LLC9,287

0.0% of portfolio$240.4K

Apollon Wealth Management, LLC9,018

0.0% of portfolio$233.4K

Bfsg, LLC9,010

0.0% of portfolio$233.2K

Allegiance Financial Group Advisory Services LLC8,996

0.0% of portfolio$232.8K

Citizens Financial Group Inc8,831

0.0% of portfolio$228.5K

Chicago Trust Co NA8,703

0.0% of portfolio$225.2K

Fort Henry Capital, LLC8,673

0.1% of portfolio$224.5K

Vontobel Holding Ltd.8,647

0.0% of portfolio$223.8K

Pinnacle Associates LTD8,520

0.0% of portfolio$220.5K

Paragon Capital Management Ltd8,452

0.0% of portfolio$218.7K

Signaturefd, LLC8,222

0.0% of portfolio$212.8K

Farther Finance Advisors, LLC8,196

0.0% of portfolio$212.1K

Concurrent Investment Advisors, LLC8,006

0.0% of portfolio$207.2K

Vise Technologies, Inc.7,983

0.0% of portfolio$206.6K

NorthCrest Asset Manangement, LLC7,960

0.0% of portfolio$209.6K

Schneider Downs Wealth Management Advisors, LP7,871

0.0% of portfolio$203.7K

FNY Investment Advisers, LLC6,720

0.0% of portfolio$173

Parallel Advisors, LLC6,554

0.0% of portfolio$169.6K

KBC Group NV6,410

0.0% of portfolio$166

Covestor Ltd6,032

0.0% of portfolio$156

Pinnacle Wealth Planning Services, Inc.5,945

0.0% of portfolio$153.9K

Parkside Financial Bank & Trust5,484

0.0% of portfolio$141.9K

Deseret Mutual Benefit Administrators4,961

0.0% of portfolio$128.4K

Mirae Asset Global Investments Co., Ltd.4,960

0.0% of portfolio$128.4K

Gamma Investing LLC3,958

0.0% of portfolio$102.4K

Legacies Wealth LLC3,694

0.1% of portfolio$95.6K

EverSource Wealth Advisors, LLC3,597

0.0% of portfolio$93.1K

Mitsubishi UFJ Asset Management Co., Ltd.3,510

0.0% of portfolio$90.2K

CoreCap Advisors, LLC3,400

0.0% of portfolio$88.0K

Nisa Investment Advisors, LLC3,330

0.0% of portfolio$86.2K

Ascentis Wealth Management, LLC3,323

0.0% of portfolio$86.0K

Murphy & Mullick Capital Management Corp3,251

0.1% of portfolio$84.1K

Strs Ohio2,433

0.0% of portfolio$63.0K

MassMutual Private Wealth & Trust, FSB2,407

0.0% of portfolio$62.3K

Root Financial Partners, LLC2,392

0.0% of portfolio$61.9K

Versant Capital Management, Inc2,289

0.0% of portfolio$59.2K

Loring Wolcott & Coolidge Fiduciary Advisors LLP2,130

0.0% of portfolio$55.1K

Assetmark, Inc2,066

0.0% of portfolio$53.5K

Essential Partners LLC1,983

0.0% of portfolio$51.3K

Security National Bank1,941

0.0% of portfolio$50.2K

Leonteq Securities AG1,907

0.0% of portfolio$49.4K

Mather Group, Llc.1,868

0.0% of portfolio$48.3K

True Wealth Design, LLC1,642

0.0% of portfolio$42.5K

Investors Research Corp1,008

0.0% of portfolio$26.1K

Gables Capital Management Inc.950

0.0% of portfolio$24.6K

Spire Wealth Management833

0.0% of portfolio$21.6K

Abound Wealth Management810

0.0% of portfolio$21.0K

Blue Bell Private Wealth Management, LLC785

0.0% of portfolio$20.3K

Farmers & Merchants Investments Inc700

0.0% of portfolio$18.1K

First United Bank & Trust678

0.0% of portfolio$17.5K

Provenance Wealth Advisors, LLC658

0.0% of portfolio$17.0K

Lodestone Wealth Management LLC518

0.0% of portfolio$13.4K

Lanark Financial, Inc.508

0.0% of portfolio$13.2K

SRH Advisors, LLC502

0.0% of portfolio$13.0K

Advantage Trust Co500

0.0% of portfolio$12.9K

Kozak & Associates, Inc.478

0.0% of portfolio$13.1K

Nfsg Corp410

0.0% of portfolio$10.6K

Community Financial Services Group, LLC381

0.0% of portfolio$9.8K

WPG Advisers, LLC365

0.0% of portfolio$9.4K

Cedar Mountain Advisors, LLC360

0.0% of portfolio$9.3K

North Star Investment Management Corp.352

0.0% of portfolio$9.1K

KFG LLC326

0.0% of portfolio$8.4K

Brown, Lisle Ings, Inc.313

0.0% of portfolio$8.1K

Costello Asset Management, Inc309

0.0% of portfolio$8.0K

Elevation Wealth Partners, LLC308

0.0% of portfolio$8.0K

GHP Investment Advisors, Inc.304

0.0% of portfolio$7.9K

Tsfg, LLC300

0.0% of portfolio$8

Plante Moran Financial Advisors, LLC300

0.0% of portfolio$7.8K

SJS Investment Consulting Inc.288

0.0% of portfolio$7.5K

Owl Creek Wealth Partners LLC285

0.0% of portfolio$7.4K

JFS Wealth Advisors, LLC273

0.0% of portfolio$7.1K

Comprehensive Financial Planning, Inc.270

0.0% of portfolio$7.0K

Activest Wealth Management268

0.0% of portfolio$6.9K

TD Waterhouse Canada Inc.263

0.0% of portfolio$6.8K

Latitude Advisors, LLC257

0.0% of portfolio$6.7K

Bank of New Hampshire250

0.0% of portfolio$6.5K

Rydar Equities, Inc.246

0.0% of portfolio$6.4K

Laurel Wealth Advisors LLC230

0.0% of portfolio$6.0K

Harbor Investment Advisory, LLC229

0.0% of portfolio$5.9K

Livelsberger Financial Advisory228

0.0% of portfolio$5.9K

Nemes Rush Group LLC207

0.0% of portfolio$5.4K

Chung Wu Investment Group, LLC200

0.0% of portfolio$5.2K

MTM Investment Management, LLC200

0.0% of portfolio$5.2K

Salomon & Ludwin, LLC187

0.0% of portfolio$4.8K

Wilmington Savings Fund Society, FSB187

0.0% of portfolio$4.8K

Harbor Capital Advisors, Inc.187

0.0% of portfolio$5

Bokf, NA184

0.0% of portfolio$4.8K

Pinnacle Bancorp, Inc.173

0.0% of portfolio$4.5K

CKW Financial Group172

0.0% of portfolio$4

Ares Financial Consulting, LLC168

0.0% of portfolio$4.3K

Fortitude Family Office, LLC167

0.0% of portfolio$4.3K

West Financial Advisors, LLC157

0.0% of portfolio$4.1K

Wealth Analytics Partners, LLC152

0.0% of portfolio$3.9K

Financial Network Wealth Advisors LLC150

0.0% of portfolio$3.9K

Compass Financial Management LLC148

0.0% of portfolio$3.8K

Blue Trust, Inc.138

0.0% of portfolio$3.6K

Capital Advisors, Ltd. LLC135

0.0% of portfolio$3

Creative Financial Designs Inc131

0.0% of portfolio$3.4K

Mcdonald Partners LLC130

0.0% of portfolio$3.4K

Highline Wealth Partners LLC130

0.0% of portfolio$3.4K

Rachor Investment Advisory Services, LLC128

0.0% of portfolio$3.3K

Bell Investment Advisors, Inc126

0.0% of portfolio$3.3K

Creative Capital Management Investments LLC124

0.0% of portfolio$3.2K

Elyxium Wealth, LLC124

0.0% of portfolio$3.2K

Private Trust Co NA118

0.0% of portfolio$3.1K

Kimelman & Baird, LLC110

0.0% of portfolio$2.8K

New England Capital Financial Advisors LLC110

0.0% of portfolio$2.8K

Princeton Global Asset Management LLC108

0.0% of portfolio$2.8K

Tounjian Advisory Partners, LLC106

0.0% of portfolio$2.8K

Clayton Financial Group LLC100

0.0% of portfolio$2.6K

Caldwell Trust Co100

0.0% of portfolio$2.6K

City State Bank100

0.0% of portfolio$2.6K

CGC Financial Services, LLC100

0.0% of portfolio$2.6K

City Holding Co100

0.0% of portfolio$2.6K

Signature Equity Partners, LLC98

0.0% of portfolio$2.5K

Cherry Tree Wealth Management, LLC92

0.0% of portfolio$2.4K

Center for Financial Planning, Inc.88

0.0% of portfolio$2.3K

Trust Co of Toledo NA84

0.0% of portfolio$2.2K

Evermay Wealth Management LLC80

0.0% of portfolio$2.1K

Financial Consulate, Inc76

0.0% of portfolio$2.0K

Physician Wealth Advisors, Inc.73

0.0% of portfolio$1.9K

Nova Financial LLC60

0.0% of portfolio$1.6K

Glass Jacobson Investment Advisors llc60

0.0% of portfolio$1.6K

Ascentis Independent Advisors57

0.0% of portfolio$1.5K

Key FInancial Inc56

0.0% of portfolio$1.4K

Gilpin Wealth Management, LLC48

0.0% of portfolio$1.2K

Country Trust Bank40

0.0% of portfolio$1.0K

Bay Harbor Wealth Management, LLC39

0.0% of portfolio$1.0K

Align Financial, LLC35

0.0% of portfolio$906

Cromwell Holdings LLC31

0.0% of portfolio$802

MidAtlantic Capital Management, Inc.30

0.0% of portfolio$776

CX Institutional25

0.0% of portfolio$1

TFC Financial Management, Inc.23

0.0% of portfolio$596

Pathway Financial Advisers, LLC22

0.0% of portfolio$557

Proathlete Wealth Management LLC20

0.0% of portfolio$517

Moisand Fitzgerald Tamayo, LLC20

0.0% of portfolio$518

Meriwether Wealth & Planning, LLC14

0.0% of portfolio$362

James T. Borello RIA13

0.0% of portfolio$336

MV Capital Management, Inc.13

0.0% of portfolio$337

Valley National Advisers Inc12

0.0% of portfolio$312

Hughes Financial Services, LLC11

0.0% of portfolio$315

DecisionPoint Financial, LLC10

0.0% of portfolio$257

William Mack & Associates, Inc.10

0.0% of portfolio$259

Trust Co10

0.0% of portfolio$262

Duncker Streett & Co Inc8

0.0% of portfolio$207

Washington Trust Advisors, Inc.8

0.0% of portfolio$207

First Horizon Corp7

0.0% of portfolio$181

Clark Wealth Partners7

0.0% of portfolio$182

Birch Financial Group, LLC5

0.0% of portfolio$125

Maryland Capital Advisors Inc.4

0.0% of portfolio$104

Planning Strategies Inc.2

0.0% of portfolio$52

RHL Group, LLC2

0.0% of portfolio$52

1620 Investment Advisors, Inc.2

0.0% of portfolio$52

Triumph Capital Management2

0.0% of portfolio$53

Central Pacific Bank - Trust Division1

0.0% of portfolio$26

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	13,275,758	$343.6M	0.1%	Index	Low	Austin, TX	2026-11-04
Deprince Race & Zollo Inc	1,313,103	$34.0M	0.6%	Deep Value	High	Winter Park, FL	2026-10-13
Private Management Group Inc	1,051,944	$27.2M	0.7%	Yield	Low	Irvine, CA	2026-11-04
Citigroup Inc	652,618	$16.9M	0.0%	Core	Medium	New York, NY	2026-11-04
Capital Management Corp	444,919	$11.5M	1.7%	Yield	Medium	Glen Allen, VA	2026-10-29
Principal Financial Group Inc	425,790	$11.0M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Creative Planning	381,893	$9.9M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Retirement Systems of Alabama	293,780	$7.6M	0.0%	Index	Low	Montgomery, AL	2026-11-04
State of Alaska, Department of Revenue	200,297	$5.2K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
IFP Advisors, Inc	152,366	$3.9M	0.1%	Growth	Low	Tampa, FL	2026-10-16
D.A. Davidson & Co.	127,631	$3.3M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Simplex Trading, LLC	127,246	$3.3M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Wealth Enhancement Advisory Services, LLC	115,810	$2.8M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Inspire Investing, LLC	113,427	$2.9M	0.1%	GARP	High	Meridian, ID	2026-10-22
Sterling Capital Management LLC	112,619	$2.9M	0.1%	GARP	Medium	Charlotte, NC	2026-10-22
Associated Banc-Corp	109,007	$2.8M	0.1%	Core	Low	Green Bay, WI	2026-10-30
Wakefield Asset Management Lllp	106,002	$2.7M	0.6%	Value	Medium	Englewood, CO	2026-11-05
Amalgamated Bank	82,372	$2.1K	0.0%	Core	Very Low	New York, NY	2026-10-23
Inlight Wealth Management, LLC	81,732	$2.1M	0.6%	ETF	Very Low	Atlanta, GA	2026-10-21
Exchange Traded Concepts, LLC	77,283	$2.0M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Tweedy, Browne Co LLC	77,283	$2.0M	0.2%	Deep Value	Low	Stamford, CT	2026-11-04
Steel Grove Capital Advisors, LLC	72,282	$1.9M	0.2%	ETF	Low	Memphis, TN	2026-10-13
Aire Advisors, LLC	71,648	$1.9M	0.3%	ETF	Very Low	Beverly Hills, CA	2026-10-22
Mutual of America Capital Management LLC	67,478	$1.7M	0.0%	Index	Low	New York, NY	2026-10-23
Hussman Strategic Advisors, Inc.	63,000	$1.6M	0.3%	Yield	Very High	Ellicott City, MD	2026-11-02
HUB Investment Partners, LLC	60,999	$1.6M	0.0%	Growth	Low	Austin, TX	2026-11-03
Robeco Institutional Asset Management B.V.	56,186	$1.5M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Louisiana State Employees Retirement System	55,100	$1.4M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Krilogy Financial LLC	54,262	$1.4M	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Yousif Capital Management, LLC	54,231	$1.4M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Arizona State Retirement System	52,137	$1.3M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Commonwealth Equity Services, LLC	47,100	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
R.H. Dinel Investment Counsel, Inc.	44,593	$1.2M	0.8%	Core	Very Low	Los Angeles, CA	2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	44,251	$1.1M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
State of Michigan Retirement System	43,500	$1.1M	0.0%	Index	Low	East Lansing, MI	2026-10-27
MacKenzie Financial Corp	42,940	$1.1M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Pacific Capital Partners Ltd	42,674	$1.1M	0.8%	GARP	Very High	London, United Kingdom	2026-10-28
Cassaday & Co Wealth Management LLC	42,046	$1.1M	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Guardian Wealth Management, Inc.	40,089	$1.0M	0.5%	GARP	Medium	Peoria, IL	2026-10-30
Oregon Public Employees Retirement Fund	38,400	$993.8K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Cambridge Investment Research Advisors, Inc.	37,055	$959	0.0%	ETF	Low	Fairfield, IA	2026-11-02
iA Global Asset Management Inc.	37,054	$959	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Indivisible Partners	32,661	$845.3K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
Sprinkle Financial Consultants LLC	32,524	$841.7K	0.3%	ETF	Low	Littleton, CO	2026-10-09
Balefire, LLC	31,840	$824.0K	0.1%	ETF	Medium	Dallas, TX	2026-10-09
Helium Advisors LLC	30,821	$797.6K	0.7%	ETF	Low	Vancouver, WA	2026-10-23
Crescent Grove Advisors, LLC	30,606	$792.1K	0.1%	ETF	Low	Lake Forest, IL	2026-10-21
Evergreen Capital Management LLC	30,046	$777.6K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
New York Life Investment Management LLC	28,264	$731.5K	0.0%	Growth	Low	New York, NY	2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	28,146	$728.4K	0.0%	Core	High	Turin, Latvia	2026-10-22
Pictet Asset Management Holding SA	27,622	$714.9K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Hosking Partners LLP	26,774	$692.9K	0.0%	GARP	Low	London, United Kingdom	2026-10-21
Truist Financial Corp	26,635	$689.3K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Kestra Advisory Services, LLC	22,755	$588.9K	0.0%	Core	Low	Austin, TX	2026-11-02
Xponance LLC	22,698	$587.4K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Fulcrum Asset Management LLP	21,966	$565.8K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Burns Matteson Capital Management, LLC	21,126	$546.7K	0.2%	Core	Medium	Corning, NY	2026-10-16
Keybank National Association	21,008	$543.7K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Oppenheimer & Co Inc	20,933	$541.7K	0.0%	Core	Low	New York, NY	2026-10-26
Waldron Private Wealth LLC	20,040	$518.6K	0.0%	ETF	Very Low	Bridgeville, PA	2026-11-02
New York State Teachers Retirement System	19,972	$517	0.0%	Core	Very Low	Albany, NY	2026-10-22
Brighton Jones LLC	19,079	$493.8K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Swiss Life Asset Management Ltd	17,942	$464.3K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Achmea Investment Management B.V.	17,700	$458.4K	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Daiwa Securities Group Inc.	17,011	$440.2K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Chicago Partners Investment Group LLC	16,149	$446.2K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Gateway Investment Advisers LLC	15,892	$411.3K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
VestGen Advisors, LLC	14,259	$369.0K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
CV Advisors LLC	14,000	$362.3K	0.1%	Growth	Very Low	Aventura, FL	2026-10-13
AlphaCore Capital LLC	13,557	$350.9K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Canandaigua National Trust Co of Florida	12,967	$335.6K	0.2%	Core	Low	Canandaigua, NY	2026-10-07
Virginia Retirement Systems ET Al	12,800	$331.3K	0.0%	Core	Medium	Richmond, VA	2026-10-28
Triad Investment Management	12,602	$326.1K	0.4%	Deep Value	Medium	Newport Beach, CA	2026-10-13
Axxion S.A.	12,500	$323.5K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Straight Path Wealth Management	12,137	$314.1K	0.1%	ETF	Low	Jenison, MI	2026-10-23
JB Capital LLC	12,089	$312.9K	0.0%	ETF	Medium	Wethersfield, CT	2026-10-19
Kingswood Wealth Advisors, LLC	12,077	$312.5K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Gilman Hill Asset Management, LLC	11,977	$310.0K	0.0%	Yield	Medium	New Canaan, CT	2026-10-13
DekaBank Deutsche Girozentrale	11,853	$310	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Levin Capital Strategies, L.P.	11,715	$303.2K	0.0%	Value	Medium	New York, NY	2026-11-02
Albert D Mason Inc	11,482	$297.2K	0.2%	Core	Low	Boston, MA	2026-10-27
HB Wealth Management, LLC	11,264	$283.8K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
SBI Securities Co., Ltd.	11,019	$285.2K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Unified Investment Management	10,242	$265.1K	0.2%	Core	Low	Atlanta, GA	2026-10-14
Wolverine Asset Management LLC	10,221	$264.5K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Valeo Financial Advisors, LLC	10,205	$264.1K	0.0%	ETF	Low	Carmel, IN	2026-10-08
DLK Investment Management, LLC	10,150	$262.7K	0.1%	Core	Medium	Solana Beach, CA	2026-10-09
Seizert Capital Partners, LLC	10,092	$261.2K	0.0%	Value	Medium	Birmingham, MI	2026-10-30
Welch & Forbes LLC	9,963	$257.8K	0.0%	Core	Very Low	Boston, MA	2026-11-04
Childress Capital Advisors, LLC	9,758	$252.5K	0.0%	GARP	Medium	Houston, TX	2026-10-28
MGO One Seven LLC	9,287	$240.4K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Apollon Wealth Management, LLC	9,018	$233.4K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Bfsg, LLC	9,010	$233.2K	0.0%	Core	Low	Irvine, CA	2026-10-30
Allegiance Financial Group Advisory Services LLC	8,996	$232.8K	0.0%	ETF	Low	Vienna, VA	2026-11-02
Citizens Financial Group Inc	8,831	$228.5K	0.0%	Growth	Low	Providence, RI	2026-10-23
Chicago Trust Co NA	8,703	$225.2K	0.0%	Core	Low	Grayslake, IL	2026-10-28
Fort Henry Capital, LLC	8,673	$224.5K	0.1%	ETF	Very Low	Wheeling, WV	2026-10-22
Vontobel Holding Ltd.	8,647	$223.8K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Pinnacle Associates LTD	8,520	$220.5K	0.0%	Core	Low	New York, NY	2026-10-20
Paragon Capital Management Ltd	8,452	$218.7K	0.0%	Core	Very Low	Denver, CO	2026-10-09
Signaturefd, LLC	8,222	$212.8K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Farther Finance Advisors, LLC	8,196	$212.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Concurrent Investment Advisors, LLC	8,006	$207.2K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Vise Technologies, Inc.	7,983	$206.6K	0.0%	Index	Low	New York, NY	2026-10-29
NorthCrest Asset Manangement, LLC	7,960	$209.6K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Schneider Downs Wealth Management Advisors, LP	7,871	$203.7K	0.0%	ETF	Very Low	Pittsburgh, PA	2026-10-27
FNY Investment Advisers, LLC	6,720	$173	0.0%	Growth	Very High	New York, NY	2026-10-16
Parallel Advisors, LLC	6,554	$169.6K	0.0%	Index	Low	San Francisco, CA	2026-11-03
KBC Group NV	6,410	$166	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Covestor Ltd	6,032	$156	0.0%	Value	High	London, United Kingdom	2026-10-30
Pinnacle Wealth Planning Services, Inc.	5,945	$153.9K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Parkside Financial Bank & Trust	5,484	$141.9K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Deseret Mutual Benefit Administrators	4,961	$128.4K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-04
Mirae Asset Global Investments Co., Ltd.	4,960	$128.4K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Gamma Investing LLC	3,958	$102.4K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Legacies Wealth LLC	3,694	$95.6K	0.1%	ETF	Low	Minnetonka, MN	2026-11-02
EverSource Wealth Advisors, LLC	3,597	$93.1K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	3,510	$90.2K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
CoreCap Advisors, LLC	3,400	$88.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Nisa Investment Advisors, LLC	3,330	$86.2K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Ascentis Wealth Management, LLC	3,323	$86.0K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Murphy & Mullick Capital Management Corp	3,251	$84.1K	0.1%	Growth	Low	Smithtown, NY	2026-11-02
Strs Ohio	2,433	$63.0K	0.0%	Core	Medium	Columbus, OH	2026-10-30
MassMutual Private Wealth & Trust, FSB	2,407	$62.3K	0.0%	Core	Low	Springfield, MA	2026-10-05
Root Financial Partners, LLC	2,392	$61.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Versant Capital Management, Inc	2,289	$59.2K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP	2,130	$55.1K	0.0%	Growth	Very Low	Boston, MA	2026-10-23
Assetmark, Inc	2,066	$53.5K	0.0%	ETF	Low	Concord, CA	2026-10-21
Essential Partners LLC	1,983	$51.3K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Security National Bank	1,941	$50.2K	0.0%	Growth	Low	Omaha, NE	2026-10-26
Leonteq Securities AG	1,907	$49.4K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Mather Group, Llc.	1,868	$48.3K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
True Wealth Design, LLC	1,642	$42.5K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Investors Research Corp	1,008	$26.1K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Gables Capital Management Inc.	950	$24.6K	0.0%	Growth	Very Low	Miami, FL	2026-11-04
Spire Wealth Management	833	$21.6K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Abound Wealth Management	810	$21.0K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Blue Bell Private Wealth Management, LLC	785	$20.3K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Farmers & Merchants Investments Inc	700	$18.1K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
First United Bank & Trust	678	$17.5K	0.0%	Core	Low	Oakland, MD	2026-10-22
Provenance Wealth Advisors, LLC	658	$17.0K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Lodestone Wealth Management LLC	518	$13.4K	0.0%	Core	Low	Spokane, WA	2026-10-14
Lanark Financial, Inc.	508	$13.2K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
SRH Advisors, LLC	502	$13.0K	0.0%	ETF	Very Low	Salina, KS	2026-10-22
Advantage Trust Co	500	$12.9K	0.0%	ETF	Very Low	Salina, KS	2026-10-19
Kozak & Associates, Inc.	478	$13.1K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Nfsg Corp	410	$10.6K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Community Financial Services Group, LLC	381	$9.8K	0.0%	Growth	Low	Newport, VT	2026-10-15
WPG Advisers, LLC	365	$9.4K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Cedar Mountain Advisors, LLC	360	$9.3K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
North Star Investment Management Corp.	352	$9.1K	0.0%	Core	Low	Chicago, IL	2026-10-27
KFG LLC	326	$8.4K	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Brown, Lisle Ings, Inc.	313	$8.1K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Costello Asset Management, Inc	309	$8.0K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Elevation Wealth Partners, LLC	308	$8.0K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
GHP Investment Advisors, Inc.	304	$7.9K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Tsfg, LLC	300	$8	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Plante Moran Financial Advisors, LLC	300	$7.8K	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
SJS Investment Consulting Inc.	288	$7.5K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Owl Creek Wealth Partners LLC	285	$7.4K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
JFS Wealth Advisors, LLC	273	$7.1K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Comprehensive Financial Planning, Inc.	270	$7.0K	0.0%	Agg Growth	Low	East Petersburg, PA	2026-10-27
Activest Wealth Management	268	$6.9K	0.0%	ETF	Low	Aventura, FL	2026-10-15
TD Waterhouse Canada Inc.	263	$6.8K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Latitude Advisors, LLC	257	$6.7K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Bank of New Hampshire	250	$6.5K	0.0%	Core	Low	Laconia, NH	2026-10-06
Rydar Equities, Inc.	246	$6.4K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Laurel Wealth Advisors LLC	230	$6.0K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Harbor Investment Advisory, LLC	229	$5.9K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Livelsberger Financial Advisory	228	$5.9K	0.0%	Yield	Very Low	Ashland, OH	2026-10-28
Nemes Rush Group LLC	207	$5.4K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Chung Wu Investment Group, LLC	200	$5.2K	0.0%	Growth	Medium	Sugar Land, TX	2026-11-03
MTM Investment Management, LLC	200	$5.2K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
Salomon & Ludwin, LLC	187	$4.8K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Wilmington Savings Fund Society, FSB	187	$4.8K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Harbor Capital Advisors, Inc.	187	$5	0.0%	Value	High	Chicago, IL	2026-10-22
Bokf, NA	184	$4.8K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Pinnacle Bancorp, Inc.	173	$4.5K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
CKW Financial Group	172	$4	0.0%	ETF	Very Low	Honolulu, HI	2026-10-29
Ares Financial Consulting, LLC	168	$4.3K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Fortitude Family Office, LLC	167	$4.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
West Financial Advisors, LLC	157	$4.1K	0.0%	ETF	Low	Des Moines, IA	2026-10-22
Wealth Analytics Partners, LLC	152	$3.9K	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
Financial Network Wealth Advisors LLC	150	$3.9K	0.0%	ETF	Low	Murray, UT	2026-10-28
Compass Financial Management LLC	148	$3.8K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Blue Trust, Inc.	138	$3.6K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Capital Advisors, Ltd. LLC	135	$3	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Creative Financial Designs Inc	131	$3.4K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Mcdonald Partners LLC	130	$3.4K	0.0%	Core	Low	Cleveland, OH	2026-11-03
Highline Wealth Partners LLC	130	$3.4K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Rachor Investment Advisory Services, LLC	128	$3.3K	0.0%	ETF	Very Low	Linden, MI	2026-10-29
Bell Investment Advisors, Inc	126	$3.3K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Creative Capital Management Investments LLC	124	$3.2K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Elyxium Wealth, LLC	124	$3.2K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Private Trust Co NA	118	$3.1K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Kimelman & Baird, LLC	110	$2.8K	0.0%	Core	Low	New York, NY	2026-11-03
New England Capital Financial Advisors LLC	110	$2.8K	0.0%	ETF	Low	Meriden, CT	2026-11-03
Princeton Global Asset Management LLC	108	$2.8K	0.0%	Growth	Low	Princeton, NJ	2026-10-21
Tounjian Advisory Partners, LLC	106	$2.8K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Clayton Financial Group LLC	100	$2.6K	0.0%	ETF	Low	St. Louis, MO	2026-10-13
Caldwell Trust Co	100	$2.6K	0.0%	Growth	Low	Venice, FL	2026-10-30
City State Bank	100	$2.6K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
CGC Financial Services, LLC	100	$2.6K	0.0%	ETF	Low	Lake Oswego, OR	2026-10-13
City Holding Co	100	$2.6K	0.0%	Core	Low	Charleston, WV	2026-10-19
Signature Equity Partners, LLC	98	$2.5K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Cherry Tree Wealth Management, LLC	92	$2.4K	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Center for Financial Planning, Inc.	88	$2.3K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Trust Co of Toledo NA	84	$2.2K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Evermay Wealth Management LLC	80	$2.1K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Financial Consulate, Inc	76	$2.0K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Physician Wealth Advisors, Inc.	73	$1.9K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Nova Financial LLC	60	$1.6K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Glass Jacobson Investment Advisors llc	60	$1.6K	0.0%	ETF	Low	Owings Mills, MD	2026-10-26
Ascentis Independent Advisors	57	$1.5K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Key FInancial Inc	56	$1.4K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Gilpin Wealth Management, LLC	48	$1.2K	0.0%	Growth	Low	Denver, CO	2026-10-09
Country Trust Bank	40	$1.0K	0.0%	Growth	Low	Bloomington, IL	2026-10-30
Bay Harbor Wealth Management, LLC	39	$1.0K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Align Financial, LLC	35	$906	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Cromwell Holdings LLC	31	$802	0.0%	Index	Low	Jackson, WY	2026-10-28
MidAtlantic Capital Management, Inc.	30	$776	0.0%	ETF	Very Low	Richmond, VA	2026-11-05
CX Institutional	25	$1	0.0%	Core	Medium	Auburn, IN	2026-10-02
TFC Financial Management, Inc.	23	$596	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Pathway Financial Advisers, LLC	22	$557	0.0%	Core	Low	Auburn, IN	2026-10-27
Proathlete Wealth Management LLC	20	$517	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Moisand Fitzgerald Tamayo, LLC	20	$518	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Meriwether Wealth & Planning, LLC	14	$362	0.0%	ETF	Medium	Minden, LA	2026-10-13
James T. Borello RIA	13	$336	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
MV Capital Management, Inc.	13	$337	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Valley National Advisers Inc	12	$312	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Hughes Financial Services, LLC	11	$315	0.0%	ETF	Low	Herndon, VA	2026-10-30
DecisionPoint Financial, LLC	10	$257	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
William Mack & Associates, Inc.	10	$259	0.0%	ETF	Low	Troy, MI	2026-10-27
Trust Co	10	$262	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Duncker Streett & Co Inc	8	$207	0.0%	Growth	Low	St. Louis, MO	2026-10-27
Washington Trust Advisors, Inc.	8	$207	0.0%	Growth	Low	Wellesley, MA	2026-10-22
First Horizon Corp	7	$181	0.0%	Core	Low	Memphis, TN	2026-10-26
Clark Wealth Partners	7	$182	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Birch Financial Group, LLC	5	$125	0.0%	Core	Low	Keene, NH	2026-10-27
Maryland Capital Advisors Inc.	4	$104	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Planning Strategies Inc.	2	$52	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
RHL Group, LLC	2	$52	0.0%	ETF	Very High	Holly, MI	2026-11-04
1620 Investment Advisors, Inc.	2	$52	0.0%	Value	Low	Plymouth, MA	2026-11-04
Triumph Capital Management	2	$53	0.0%	ETF	Medium	Denver, CO	2026-10-14
Central Pacific Bank - Trust Division	1	$26	0.0%	Core	Medium	Honolulu, HI	2026-10-06