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Smith (A.O.) Corp (AOS)

CUSIP: 831865209 | NYSE | Industrials · Specialty Industrial Machinery | Mid Cap | 2094 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC11,749,07410.7%+1,331,258Jul 31, 202610,417,815 sh (Jun 30, 2026)
13G/AFMR LLC11,749,074
10.7% of class · Jul 31, 2026+1,331,258
10,417,815 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Geode Capital Management, LLC3,775,497
0.0% of portfolio›$212.5M
ProShare Advisors LLC2,803,282
0.2% of portfolio›$158.0M
Dimensional Fund Advisors LP2,201,497
0.0% of portfolio›$124.1M
Bank of New York Mellon Corp1,141,168
0.0% of portfolio›$64.3M
Sarasin & Partners LLP1,071,287
0.7% of portfolio›$60.4M
Vest Financial, LLC946,013
0.6% of portfolio›$53.3M
DekaBank Deutsche Girozentrale654,796
0.0% of portfolio›$38.0K
Deutsche Bank Ag\613,928
0.0% of portfolio›$34.6M
Citigroup Inc593,728
0.0% of portfolio›$33.5M
Boston Trust Walden Corp491,337
0.2% of portfolio›$27.7M
Eurizon Capital SGR S.p.A.477,784
0.1% of portfolio›$26.9M
Arbejdsmarkedets Tillaegspension439,000
0.6% of portfolio›$24.7M
Schwartz Investment Counsel Inc410,800
0.8% of portfolio›$23.2M
Barclays PLC354,034
0.0% of portfolio›$20.0M
Amundi340,288
0.0% of portfolio›$19.2M
KBC Group NV309,057
0.0% of portfolio›$17.4K
Nicholas Company, Inc.287,330
0.3% of portfolio›$16.2M
Confluence Investment Management LLC284,138
0.3% of portfolio›$16.0M
Alps Advisors Inc281,578
0.1% of portfolio›$15.9M
Welch & Forbes LLC258,405
0.2% of portfolio›$14.6M
Grandfield & Dodd, LLC253,455
0.8% of portfolio›$14.3M
Creative Planning251,839
0.0% of portfolio›$14.2M
Robeco Schweiz AG236,936
0.2% of portfolio›$13.4M
Mitsubishi UFJ Asset Management Co., Ltd.229,417
0.0% of portfolio›$12.9M
Wedge Capital Management L L P209,124
0.2% of portfolio›$11.8M
Wealth Enhancement Advisory Services, LLC173,979
0.0% of portfolio›$9.6M
Perpetual Ltd162,602
0.1% of portfolio›$9.2M
Principal Financial Group Inc143,337
0.0% of portfolio›$8.1M
Harvey Investment Co LLC124,095
0.0% of portfolio›$7.0K
LPL Financial LLC121,547
0.0% of portfolio›$6.9M
PNC Financial Services Group, Inc.113,787
0.0% of portfolio›$6.4M
Assenagon Asset Management S.A.112,042
0.0% of portfolio›$6.3M
Truist Financial Corp111,609
0.0% of portfolio›$6.3M
Patten & Patten Inc109,975
0.3% of portfolio›$6.2M
Yousif Capital Management, LLC101,342
0.1% of portfolio›$5.7M
CX Institutional97,234
0.1% of portfolio›$5.5K
Illinois Municipal Retirement Fund95,776
0.1% of portfolio›$5.4M
Level Four Advisory Services, LLC95,521
0.2% of portfolio›$5.4M
Fifth Third Bancorp83,658
0.0% of portfolio›$4.7M
Willis Investment Counsel80,989
0.2% of portfolio›$4.6M
Monte Financial Group, LLC80,370
1.5% of portfolio›$4.5M
Sumitomo Mitsui Trust Group, Inc.80,342
0.0% of portfolio›$4.5M
Reinhart Partners, Llc.78,357
0.1% of portfolio›$4.4M
Thrive Capital Management, LLC78,355
0.8% of portfolio›$4.4M
Thompson Investment Management, Inc.70,231
0.5% of portfolio›$4.0M
Commonwealth Equity Services, LLC66,648
0.0% of portfolio›$3.8M
Mirae Asset Global Investments Co., Ltd.61,773
0.0% of portfolio›$3.5M
Guardcap Asset Management Ltd60,555
0.3% of portfolio›$4.0M
Russell Investments Group, Ltd.60,126
0.0% of portfolio›$3.4M
CWA Asset Management Group, LLC59,090
0.1% of portfolio›$3.3M
New York State Teachers Retirement System57,099
0.0% of portfolio›$3.2K
Jefferies Financial Group Inc.50,804
0.0% of portfolio›$2.9M
Oak Thistle LLC50,198
0.3% of portfolio›$2.8M
AGF Management LTD46,392
0.0% of portfolio›$2.6M
Imc-Chicago, LLC45,904
0.0% of portfolio›$2.6M
Atwater Malick LLC43,597
0.5% of portfolio›$2.5M
Oppenheimer & Co Inc40,048
0.0% of portfolio›$2.3M
Stanley-Laman Group, Ltd.38,162
0.2% of portfolio›$2.2M
Atria Investments, Inc37,439
0.0% of portfolio›$2.1M
Precedent Wealth Partners, LLC36,837
0.3% of portfolio›$2.1M
GHP Investment Advisors, Inc.34,670
0.1% of portfolio›$2.0M
State of New Jersey Common Pension Fund D34,039
0.0% of portfolio›$1.9M
CIBC Asset Management Inc33,560
0.0% of portfolio›$1.9M
Exchange Traded Concepts, LLC31,691
0.0% of portfolio›$1.8M
Czech National Bank31,619
0.0% of portfolio›$1.8M
Arizona State Retirement System31,530
0.0% of portfolio›$1.8M
Pictet Asset Management Holding SA29,338
0.0% of portfolio›$1.7M
Kornitzer Capital Management Inc28,237
0.0% of portfolio›$1.6M
Crossmark Global Holdings, Inc.27,769
0.0% of portfolio›$1.6M
State of Michigan Retirement System27,633
0.0% of portfolio›$1.6M
Aberdeen Group plc26,186
0.0% of portfolio›$9.5M
Cardinal Capital Management26,053
0.2% of portfolio›$1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,313
0.0% of portfolio›$1.4M
Kestra Private Wealth Services, LLC24,307
0.0% of portfolio›$1.4M
Freedom Day Solutions, LLC23,375
0.3% of portfolio›$1.3M
Retirement Systems of Alabama23,078
0.0% of portfolio›$1.3M
Brindle & Bay Financial Advisors, LLC22,599
0.5% of portfolio›$1.3M
Amalgamated Bank20,200
0.0% of portfolio›$1.1K
Cambridge Investment Research Advisors, Inc.20,005
0.0% of portfolio›$1.1K
iA Global Asset Management Inc.18,889
0.0% of portfolio›$1.1K
Inspire Investing, LLC18,538
0.0% of portfolio›$1.0M
Swiss Life Asset Management Ltd18,014
0.0% of portfolio›$1.0M
Oppenheimer Asset Management Inc.17,957
0.0% of portfolio›$1.0M
Neos Investment Management LLC17,676
0.0% of portfolio›$996.4K
Natixis17,239
0.0% of portfolio›$971.8K
Wilmington Savings Fund Society, FSB17,148
0.0% of portfolio›$966.6K
King Luther Capital Management Corp16,600
0.0% of portfolio›$935.7K
OP Asset Management Ltd15,942
0.0% of portfolio›$898.7K
MacKenzie Financial Corp15,475
0.0% of portfolio›$872.3K
New York Life Investment Management LLC15,097
0.0% of portfolio›$851.0K
Chicago Capital, LLC14,703
0.0% of portfolio›$828.8K
Vontobel Holding Ltd.14,150
0.0% of portfolio›$797.6K
Global X Japan Co., Ltd.13,953
0.0% of portfolio›$786.5K
Applied Capital LLC13,886
0.3% of portfolio›$782.8K
Oregon Public Employees Retirement Fund13,552
0.0% of portfolio›$763.9K
Burford Brothers, Inc.12,989
0.3% of portfolio›$732.2K
Xponance LLC12,910
0.0% of portfolio›$727.7K
Wedbush Securities Inc12,705
0.0% of portfolio›$716
Ridgewood Investments LLC12,617
0.3% of portfolio›$711.2K
Rakuten Investment Management, Inc.12,597
0.0% of portfolio›$730.9K
HUB Investment Partners, LLC12,582
0.0% of portfolio›$709.2K
Resonant Capital Advisors, LLC11,550
0.0% of portfolio›$651.1K
Mutual of America Capital Management LLC11,259
0.0% of portfolio›$634.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,938
0.0% of portfolio›$616.6K
Larson Financial Group LLC10,802
0.0% of portfolio›$608.9K
State of Alaska, Department of Revenue10,427
0.0% of portfolio›$587
Invariant Investment Management10,218
0.3% of portfolio›$579.9K
John G Ullman & Associates Inc10,200
0.1% of portfolio›$575.0K
OpenArc Corporate Advisory, LLC9,864
0.0% of portfolio›$556.0K
Daiwa Securities Group Inc.9,520
0.0% of portfolio›$536.6K
Gateway Investment Advisers LLC9,309
0.0% of portfolio›$524.7K
Burns Matteson Capital Management, LLC9,229
0.2% of portfolio›$520.2K
Azzad Asset Management Inc9,159
0.0% of portfolio›$516.3K
Fifth Third Wealth Advisors LLC9,083
0.0% of portfolio›$512.0K
Linden Thomas Advisory Services, LLC9,033
0.0% of portfolio›$509.2K
D.A. Davidson & Co.9,020
0.0% of portfolio›$508.5K
Legacy Wealth Asset Management, LLC9,013
0.1% of portfolio›$508.1K
StoneRidge PMG Advisors, LLC8,847
0.0% of portfolio›$499
Simplex Trading, LLC8,648
0.0% of portfolio›$487.5K
Cornerstone Wealth Management, LLC8,629
0.0% of portfolio›$486.4K
Intrua Financial, LLC8,603
0.0% of portfolio›$485.0K
Capital Investment Counsel, Inc8,460
0.1% of portfolio›$476.9K
Eukles Asset Management8,328
0.2% of portfolio›$469.5K
Davis Investment Partners, LLC8,198
0.1% of portfolio›$462.1K
Nisa Investment Advisors, LLC7,662
0.0% of portfolio›$431.9K
UniSuper Management Pty Ltd7,582
0.0% of portfolio›$427.4K
IFP Advisors, Inc7,539
0.0% of portfolio›$425.0K
Savant Capital, LLC7,358
0.0% of portfolio›$414.8K
Blue Trust, Inc.7,278
0.0% of portfolio›$410.3K
WealthPlan Investment Management, LLC7,276
0.0% of portfolio›$410.1K
Hennion & Walsh Asset Management, Inc.7,067
0.0% of portfolio›$398.4K
Maryland State Retirement & Pension System6,993
0.0% of portfolio›$394.2K
CFS Investment Advisory Services, LLC6,964
0.0% of portfolio›$396.3K
Park Capital Management, LLC / WI6,659
0.2% of portfolio›$375.4K
V-Square Quantitative Management LLC6,499
0.0% of portfolio›$366.3K
Quadcap Wealth Management, LLC6,458
0.0% of portfolio›$364.0K
Buckhead Capital Management LLC6,243
0.1% of portfolio›$351.9K
W.H. Cornerstone Investments Inc.6,020
0.2% of portfolio›$339.4K
Gamma Investing LLC6,013
0.0% of portfolio›$339.0K
HBK Sorce Advisory LLC5,988
0.0% of portfolio›$398.6K
Revisor Wealth Management LLC5,914
0.1% of portfolio›$349.6K
AlphaCore Capital LLC5,906
0.0% of portfolio›$332.9K
Allspring Global Investments Holdings, LLC5,892
0.0% of portfolio›$333.9K
Hartford Investment Management Co5,793
0.0% of portfolio›$326.6K
Sound Financial Strategies Group, LLC5,767
0.2% of portfolio›$325.1K
Commonwealth Financial Services, LLC5,738
0.1% of portfolio›$323.5K
Chicago Partners Investment Group LLC5,617
0.0% of portfolio›$346.3K
New Mexico Educational Retirement Board5,550
0.0% of portfolio›$313
US Bancorp \de\5,530
0.0% of portfolio›$311.7K
Asset Management One Co., Ltd.5,488
0.0% of portfolio›$309.4K
Signal Advisors Wealth, LLC5,424
0.0% of portfolio›$305.7K
Louisiana State Employees Retirement System5,400
0.0% of portfolio›$304.4K
Legacy Financial Strategies, LLC5,374
0.0% of portfolio›$302.9K
Axxcess Wealth Management, LLC5,278
0.0% of portfolio›$297.5K
SAX Wealth Advisors, LLC5,273
0.0% of portfolio›$297.2K
Y.D. More Investments Ltd5,230
0.0% of portfolio›$294.8K
HB Wealth Management, LLC5,225
0.0% of portfolio›$294.6K
Signaturefd, LLC5,127
0.0% of portfolio›$289.0K
Carlson Financial, Inc.5,104
0.2% of portfolio›$287.7K
Parallel Advisors, LLC5,086
0.0% of portfolio›$286.7K
Plan Group Financial, LLC5,043
0.1% of portfolio›$300.3K
Perigon Wealth Management, LLC5,005
0.0% of portfolio›$282.2K
State of Wyoming4,924
0.0% of portfolio›$277.6K
Foster Group, Inc.4,839
0.0% of portfolio›$272.8K
Capital Investment Advisors, LLC4,777
0.0% of portfolio›$269.3K
Sumitomo Mitsui DS Asset Management Company, Ltd4,720
0.0% of portfolio›$266.1K
Foyston, Gordon & Payne Inc4,710
0.1% of portfolio›$265.5K
RMR Wealth Builders4,665
0.0% of portfolio›$262.9K
Brookstone Capital Management4,608
0.0% of portfolio›$259.7K
VestGen Advisors, LLC4,605
0.0% of portfolio›$259.6K
Farther Finance Advisors, LLC4,549
0.0% of portfolio›$256.4K
United Asset Strategies, Inc.4,509
0.0% of portfolio›$254.2K
Grey Ledge Advisors, LLC4,456
0.1% of portfolio›$251.2K
Gen-Wealth Partners Inc4,350
0.1% of portfolio›$245.2K
Symmetry Partners, LLC4,320
0.0% of portfolio›$243.5K
Plus Group Wealth Advisors LLC4,290
0.2% of portfolio›$241.8K
Navigation Group, LLC4,244
0.0% of portfolio›$239.2K
Able Wealth Management LLC4,238
0.1% of portfolio›$241.4K
Cyndeo Wealth Partners, LLC4,238
0.0% of portfolio›$238.9K
Thrivent Financial for Lutherans4,226
0.0% of portfolio›$238
Legacy Capital Wealth Partners, LLC4,216
0.0% of portfolio›$237.7K
Certuity, LLC4,209
0.0% of portfolio›$237.3K
Praxis Investment Management Inc4,181
0.0% of portfolio›$236
NorthCrest Asset Manangement, LLC4,141
0.0% of portfolio›$234.2K
Citizens Financial Group Inc4,077
0.0% of portfolio›$229.8K
Three Magnolias Financial Advisors, LLC4,000
0.1% of portfolio›$225.5K
Apollon Wealth Management, LLC3,951
0.0% of portfolio›$222.7K
Occidental Asset Management, LLC3,929
0.0% of portfolio›$221.5K
Sovran Advisors, LLC3,737
0.0% of portfolio›$237.3K
Plancorp, LLC3,737
0.0% of portfolio›$235.7K
Greenleaf Trust3,688
0.0% of portfolio›$207.9K
Childress Capital Advisors, LLC3,642
0.0% of portfolio›$205.3K
Hardy Reed LLC3,629
0.0% of portfolio›$204.6K
Prospera Financial Services Inc3,278
0.0% of portfolio›$206.7K
Sterling Capital Management LLC3,168
0.0% of portfolio›$178.6K
Assetmark, Inc3,002
0.0% of portfolio›$169.2K
Securian Asset Management, Inc2,886
0.0% of portfolio›$162.7K
Versant Capital Management, Inc2,577
0.0% of portfolio›$145.3K
Nykredit A/S2,562
0.0% of portfolio›$144.4K
MassMutual Private Wealth & Trust, FSB2,543
0.0% of portfolio›$143.3K
Bank Julius Baer & Co. Ltd, Zurich2,500
0.0% of portfolio›$140.9K
Summit Securities Group LLC2,410
0.0% of portfolio›$135.9K
SBI Securities Co., Ltd.2,038
0.0% of portfolio›$114.9K
First Horizon Corp1,801
0.0% of portfolio›$101.5K
Tema Etfs LLC1,617
0.0% of portfolio›$91.2K
Fortitude Family Office, LLC1,569
0.0% of portfolio›$88.4K
Mather Group, Llc.1,545
0.0% of portfolio›$87.1K
Covestor Ltd1,524
0.0% of portfolio›$86
Strs Ohio1,509
0.0% of portfolio›$85.1K
Arlington Trust Co LLC1,507
0.0% of portfolio›$85.0K
FNY Investment Advisers, LLC1,500
0.0% of portfolio›$84
Pinnacle Wealth Planning Services, Inc.1,472
0.0% of portfolio›$83.0K
American National Bank & Trust1,347
0.0% of portfolio›$75.9K
Private Trust Co NA1,301
0.0% of portfolio›$73.3K
UMB Bank, n.a.1,206
0.0% of portfolio›$68.0K
EverSource Wealth Advisors, LLC990
0.0% of portfolio›$55.8K
Brown, Lisle Ings, Inc.920
0.0% of portfolio›$51.9K
Jacobi Capital Management LLC898
0.0% of portfolio›$50.6K
Addison Advisors LLC811
0.0% of portfolio›$45.7K
Fulcrum Asset Management LLP795
0.0% of portfolio›$46.1K
Allworth Financial LP779
0.0% of portfolio›$48.9K
Essential Partners LLC736
0.0% of portfolio›$41.5K
Parkside Financial Bank & Trust723
0.0% of portfolio›$40.8K
Clearstead Advisors, LLC656
0.0% of portfolio›$37.0K
Lynch Investment Planning, LLC619
0.0% of portfolio›$34.9K
Elyxium Wealth, LLC514
0.0% of portfolio›$29.0K
Caldwell Trust Co397
0.0% of portfolio›$22.4K
Latitude Advisors, LLC396
0.0% of portfolio›$22.3K
Creative Financial Designs Inc394
0.0% of portfolio›$22.2K
Root Financial Partners, LLC371
0.0% of portfolio›$20.9K
True Wealth Design, LLC346
0.0% of portfolio›$19.5K
CoreCap Advisors, LLC328
0.0% of portfolio›$18.5K
Wolff Wiese Magana LLC319
0.0% of portfolio›$18.0K
SJS Investment Consulting Inc.318
0.0% of portfolio›$17.9K
Capital Advisors, Ltd. LLC304
0.0% of portfolio›$17
Financial Network Wealth Advisors LLC300
0.0% of portfolio›$16.9K
Wealth Enhancement Trust Services, Inc.269
0.0% of portfolio›$15.2K
Westside Investment Management, Inc.238
0.0% of portfolio›$13.5K
Cromwell Holdings LLC232
0.0% of portfolio›$13.1K
GK Wealth Management LLC216
0.0% of portfolio›$12.2K
Elevation Wealth Partners, LLC205
0.0% of portfolio›$11.6K
Friedenthal Financial200
0.0% of portfolio›$11.3K
Silver Grove Financial Group, Inc.181
0.0% of portfolio›$10.2K
Clearstead Trust, LLC175
0.0% of portfolio›$9.9K
TD Private Client Wealth LLC175
0.0% of portfolio›$9.9K
Bank of New Hampshire170
0.0% of portfolio›$9.6K
Hickory Point Bank & Trust160
0.0% of portfolio›$9.0K
Proathlete Wealth Management LLC152
0.0% of portfolio›$8.6K
Highline Wealth Partners LLC144
0.0% of portfolio›$8.1K
Key FInancial Inc143
0.0% of portfolio›$8.1K
Acumen Wealth Advisors, LLC140
0.0% of portfolio›$7.9K
Activest Wealth Management120
0.0% of portfolio›$6.8K
Rothwell Investment Advisors, LLC119
0.0% of portfolio›$6.7K
Balance Wealth Partners LLC98
0.0% of portfolio›$5.5K
Manchester Capital Management LLC96
0.0% of portfolio›$5.4K
JFS Wealth Advisors, LLC92
0.0% of portfolio›$5.2K
Financial Management Professionals, Inc.90
0.0% of portfolio›$5.1K
Farmers & Merchants Investments Inc86
0.0% of portfolio›$4.8K
MV Capital Management, Inc.83
0.0% of portfolio›$4.7K
Aspect Partners, LLC83
0.0% of portfolio›$4.7K
Grove Bank & Trust79
0.0% of portfolio›$4.5K
Towne Trust Company, N.a68
0.0% of portfolio›$3.8K
Leonteq Securities AG67
0.0% of portfolio›$3.8K
MJT & Associates Financial Advisory Group, Inc.66
0.0% of portfolio›$3.7K
Groesbeck Investment Management Corp60
0.0% of portfolio›$3
PFS Partners, LLC59
0.0% of portfolio›$3.3K
Noble Wealth Management PBC58
0.0% of portfolio›$3.3K
Ascentis Wealth Management, LLC58
0.0% of portfolio›$3.3K
Zions Bancorporation, National Association57
0.0% of portfolio›$3.2K
Rational Advisors, Inc.55
0.0% of portfolio›$3.1K
Physician Wealth Advisors, Inc.54
0.0% of portfolio›$3.0K
James T. Borello RIA47
0.0% of portfolio›$2.6K
Owl Creek Wealth Partners LLC46
0.0% of portfolio›$2.6K
J.Safra Asset Management Corp42
0.0% of portfolio›$2.4K
Bokf, NA40
0.0% of portfolio›$2.3K
Creative Capital Management Investments LLC39
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC38
0.0% of portfolio›$2.1K
Rakuten Securities, Inc.36
0.0% of portfolio›$2.0K
Thurston, Springer, Miller, Herd & Titak, Inc.33
0.0% of portfolio›$1.9K
Kingdom Financial Group Llc.31
0.0% of portfolio›$1.7K
Rossby Financial, LCC30
0.0% of portfolio›$1.7K
UMB Private Wealth Management, LLC27
0.0% of portfolio›$1.5K
Maseco LLP25
0.0% of portfolio›$1.4K
Bay Harbor Wealth Management, LLC25
0.0% of portfolio›$1.4K
Investors Research Corp24
0.0% of portfolio›$1.4K
Spire Wealth Management20
0.0% of portfolio›$1.1K
DiNuzzo Private Wealth, Inc.20
0.0% of portfolio›$1.1K
Essential Investment Partners LLC17
0.0% of portfolio›$958
Evolution Wealth Management Inc.16
0.0% of portfolio›$902
Harbor Investment Advisory, LLC15
0.0% of portfolio›$846
Bare Financial Services, Inc14
0.0% of portfolio›$789
Caitong International Asset Management Co., Ltd13
0.0% of portfolio›$733
Signature Equity Partners, LLC12
0.0% of portfolio›$676
Clark Wealth Partners11
0.0% of portfolio›$621
Ares Financial Consulting, LLC11
0.0% of portfolio›$620
Bell Investment Advisors, Inc10
0.0% of portfolio›$564
Planning Strategies Inc.9
0.0% of portfolio›$507
Bfsg, LLC7
0.0% of portfolio›$395
Torren Management, LLC7
0.0% of portfolio›$395
TFC Financial Management, Inc.7
0.0% of portfolio›$397
Ascentis Independent Advisors5
0.0% of portfolio›$308
Ashurst Perkins Coie Trust Co5
0.0% of portfolio›$281
Toth Financial Advisory Corp5
0.0% of portfolio›$282
DecisionPoint Financial, LLC5
0.0% of portfolio›$284
Valued Wealth Advisors LLC4
0.0% of portfolio›$232
Cassaday & Co Wealth Management LLC4
0.0% of portfolio›$226
American Capital Advisory, LLC2
0.0% of portfolio›$113
Gilpin Wealth Management, LLC2
0.0% of portfolio›$113
Signature Resources Capital Management, LLC1
0.0% of portfolio›$56
Davis Capital Management1
0.0% of portfolio›$56
Hughes Financial Services, LLC1
0.0% of portfolio›$63
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$49
Maryland Capital Advisors Inc.1
0.0% of portfolio›$57
Central Trust Co1
0.0% of portfolio›$85
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Geode Capital Management, LLC
3,775,497$212.5M0.0%IndexVery LowBoston, MA2026-11-06
ProShare Advisors LLC
2,803,282$158.0M0.2%GrowthLowBethesda, MD2026-10-29
Dimensional Fund Advisors LP
2,201,497$124.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,141,168$64.3M0.0%CoreLowNew York, NY2026-11-05
Sarasin & Partners LLP
1,071,287$60.4M0.7%GrowthMediumLondon, United Kingdom2026-10-13
Vest Financial, LLC
946,013$53.3M0.6%ValueMediumMclean, VA2026-10-21
DekaBank Deutsche Girozentrale
654,796$38.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Deutsche Bank Ag\
613,928$34.6M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Citigroup Inc
593,728$33.5M0.0%CoreMediumNew York, NY2026-11-04
Boston Trust Walden Corp
491,337$27.7M0.2%CoreLowBoston, MA2026-10-30
Eurizon Capital SGR S.p.A.
477,784$26.9M0.1%CoreMediumMilan, Latvia2026-11-06
Arbejdsmarkedets Tillaegspension
439,000$24.7M0.6%ValueHighHilleroed, Greece2026-10-30
Schwartz Investment Counsel Inc
410,800$23.2M0.8%GrowthMediumPlymouth, MI2026-10-26
Barclays PLC
354,034$20.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
Amundi
340,288$19.2M0.0%CoreMediumParis, India2026-11-06
KBC Group NV
309,057$17.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Nicholas Company, Inc.
287,330$16.2M0.3%CoreLowMilwaukee, WI2026-11-05
Confluence Investment Management LLC
284,138$16.0M0.3%ValueMediumSt. Louis, MO2026-10-01
Alps Advisors Inc
281,578$15.9M0.1%YieldLowDenver, CO2026-11-03
Welch & Forbes LLC
258,405$14.6M0.2%CoreVery LowBoston, MA2026-11-04
Grandfield & Dodd, LLC
253,455$14.3M0.8%CoreVery LowNew York, NY2026-10-29
Creative Planning
251,839$14.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Robeco Schweiz AG
236,936$13.4M0.2%GrowthMediumZurich, Switzerland2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
229,417$12.9M0.0%IndexVery LowTokyo, Mexico2026-11-05
Wedge Capital Management L L P
209,124$11.8M0.2%ValueMediumCharlotte, NC2026-10-13
Wealth Enhancement Advisory Services, LLC
173,979$9.6M0.0%CoreLowPlymouth, MN2026-10-13
Perpetual Ltd
162,602$9.2M0.1%ValueMediumSydney, New South Wales, China2026-10-13
Principal Financial Group Inc
143,337$8.1M0.0%CoreLowDes Moines, IA2026-11-02
Harvey Investment Co LLC
124,095$7.0K0.0%CoreVery LowLouisville, KY2026-10-20
LPL Financial LLC
121,547$6.9M0.0%IndexVery LowFort Mill, SC2026-11-06
PNC Financial Services Group, Inc.
113,787$6.4M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Assenagon Asset Management S.A.
112,042$6.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Truist Financial Corp
111,609$6.3M0.0%CoreLowCharlotte, NC2026-10-30
Patten & Patten Inc
109,975$6.2M0.3%CoreLowChattanooga, TN2026-10-26
Yousif Capital Management, LLC
101,342$5.7M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
CX Institutional
97,234$5.5K0.1%CoreMediumAuburn, IN2026-10-02
Illinois Municipal Retirement Fund
95,776$5.4M0.1%CoreMediumOak Brook, IL2026-11-05
Level Four Advisory Services, LLC
95,521$5.4M0.2%CoreLowDallas, TX2026-11-06
Fifth Third Bancorp
83,658$4.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Willis Investment Counsel
80,989$4.6M0.2%CoreLowGainesville, GA2026-10-20
Monte Financial Group, LLC
80,370$4.5M1.5%ValueMediumGuilford, CT2026-11-02
Sumitomo Mitsui Trust Group, Inc.
80,342$4.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Reinhart Partners, Llc.
78,357$4.4M0.1%ValueMediumMequon, WI2026-10-09
Thrive Capital Management, LLC
78,355$4.4M0.8%CoreMediumFort Washington, PA2026-10-28
Thompson Investment Management, Inc.
70,231$4.0M0.5%ValueMediumMadison, WI2026-10-14
Commonwealth Equity Services, LLC
66,648$3.8M0.0%ETFLowWaltham, MA2026-11-02
Mirae Asset Global Investments Co., Ltd.
61,773$3.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Guardcap Asset Management Ltd
60,555$4.0M0.3%ValueLowLondon, United Kingdom2026-11-06
Russell Investments Group, Ltd.
60,126$3.4M0.0%CoreLowSeattle, WA2026-11-06
CWA Asset Management Group, LLC
59,090$3.3M0.1%CoreMediumNaples, FL2026-10-19
New York State Teachers Retirement System
57,099$3.2K0.0%CoreVery LowAlbany, NY2026-10-22
Jefferies Financial Group Inc.
50,804$2.9M0.0%CoreVery HighNew York, NY2026-11-05
Oak Thistle LLC
50,198$2.8M0.3%ValueVery HighNew York, NY2026-10-21
AGF Management LTD
46,392$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Imc-Chicago, LLC
45,904$2.6M0.0%GARPVery HighChicago, IL2026-11-05
Atwater Malick LLC
43,597$2.5M0.5%CoreLowLancaster, PA2026-10-15
Oppenheimer & Co Inc
40,048$2.3M0.0%CoreLowNew York, NY2026-10-26
Stanley-Laman Group, Ltd.
38,162$2.2M0.2%GrowthMediumBerwyn, PA2026-10-20
Atria Investments, Inc
37,439$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
Precedent Wealth Partners, LLC
36,837$2.1M0.3%ETFMediumHouston, TX2026-10-21
GHP Investment Advisors, Inc.
34,670$2.0M0.1%CoreVery LowDenver, CO2026-10-15
State of New Jersey Common Pension Fund D
34,039$1.9M0.0%CoreLowTrenton, NJ2026-11-05
CIBC Asset Management Inc
33,560$1.9M0.0%GARPLowToronto, South Africa2026-11-05
Exchange Traded Concepts, LLC
31,691$1.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Czech National Bank
31,619$1.8M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
31,530$1.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Pictet Asset Management Holding SA
29,338$1.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kornitzer Capital Management Inc
28,237$1.6M0.0%CoreLowShawnee Mission, KS2026-11-03
Crossmark Global Holdings, Inc.
27,769$1.6M0.0%GARPMediumHouston, TX2026-10-21
State of Michigan Retirement System
27,633$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
Aberdeen Group plc
26,186$9.5M0.0%CoreLowEdinburgh, United Kingdom2026-11-06
Cardinal Capital Management
26,053$1.5M0.2%ValueVery LowRaleigh, NC2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
24,313$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
Kestra Private Wealth Services, LLC
24,307$1.4M0.0%GrowthLowAustin, TX2026-11-06
Freedom Day Solutions, LLC
23,375$1.3M0.3%CoreLowHouston, TX2026-10-20
Retirement Systems of Alabama
23,078$1.3M0.0%IndexLowMontgomery, AL2026-11-04
Brindle & Bay Financial Advisors, LLC
22,599$1.3M0.5%ETFMediumFrisco, TX2026-10-15
Amalgamated Bank
20,200$1.1K0.0%CoreVery LowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
20,005$1.1K0.0%ETFLowFairfield, IA2026-11-02
iA Global Asset Management Inc.
18,889$1.1K0.0%GrowthMediumQuebec, Austria2026-10-29
Inspire Investing, LLC
18,538$1.0M0.0%GARPHighMeridian, ID2026-10-22
Swiss Life Asset Management Ltd
18,014$1.0M0.0%CoreLowZurich, Switzerland2026-11-03
Oppenheimer Asset Management Inc.
17,957$1.0M0.0%CoreMediumNew York, NY2026-10-27
Neos Investment Management LLC
17,676$996.4K0.0%IndexVery LowWestport, CT2026-11-04
Natixis
17,239$971.8K0.0%GARPHighParis, India2026-11-06
Wilmington Savings Fund Society, FSB
17,148$966.6K0.0%CoreLowWilmington, DE2026-10-23
King Luther Capital Management Corp
16,600$935.7K0.0%CoreLowFort Worth, TX2026-11-05
OP Asset Management Ltd
15,942$898.7K0.0%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
15,475$872.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York Life Investment Management LLC
15,097$851.0K0.0%GrowthLowNew York, NY2026-11-04
Chicago Capital, LLC
14,703$828.8K0.0%GrowthLowChicago, IL2026-10-13
Vontobel Holding Ltd.
14,150$797.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Global X Japan Co., Ltd.
13,953$786.5K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Applied Capital LLC
13,886$782.8K0.3%ValueLowHollywood, FL2026-10-07
Oregon Public Employees Retirement Fund
13,552$763.9K0.0%IndexVery LowTigard, OR2026-10-30
Burford Brothers, Inc.
12,989$732.2K0.3%CoreLowDallas, TX2026-10-21
Xponance LLC
12,910$727.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Wedbush Securities Inc
12,705$7160.0%CoreLowPasadena, CA2026-10-22
Ridgewood Investments LLC
12,617$711.2K0.3%ValueMediumSpringfield, NJ2026-10-05
Rakuten Investment Management, Inc.
12,597$730.9K0.0%ETFMediumTokyo, Mexico2026-10-30
HUB Investment Partners, LLC
12,582$709.2K0.0%GrowthLowAustin, TX2026-11-03
Resonant Capital Advisors, LLC
11,550$651.1K0.0%ETFLowMadison, WI2026-10-15
Mutual of America Capital Management LLC
11,259$634.7K0.0%IndexLowNew York, NY2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,938$616.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Larson Financial Group LLC
10,802$608.9K0.0%GrowthLowSt Louis, MO2026-11-05
State of Alaska, Department of Revenue
10,427$5870.0%CoreVery LowJuneau, AK2026-10-15
Invariant Investment Management
10,218$579.9K0.3%ETFLowCamp Hill, PA2026-10-08
John G Ullman & Associates Inc
10,200$575.0K0.1%CoreLowCorning, NY2026-11-04
OpenArc Corporate Advisory, LLC
9,864$556.0K0.0%GrowthLowAtlanta, GA2026-10-21
Daiwa Securities Group Inc.
9,520$536.6K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Gateway Investment Advisers LLC
9,309$524.7K0.0%GrowthLowCincinnati, OH2026-10-13
Burns Matteson Capital Management, LLC
9,229$520.2K0.2%CoreMediumCorning, NY2026-10-16
Azzad Asset Management Inc
9,159$516.3K0.0%GrowthMediumFalls Church, VA2026-11-04
Fifth Third Wealth Advisors LLC
9,083$512.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Linden Thomas Advisory Services, LLC
9,033$509.2K0.0%CoreLowCharlotte, NC2026-10-19
D.A. Davidson & Co.
9,020$508.5K0.0%CoreLowGreat Falls, MT2026-10-28
Legacy Wealth Asset Management, LLC
9,013$508.1K0.1%GARPMediumWoodbury, MN2026-10-09
StoneRidge PMG Advisors, LLC
8,847$4990.0%N/AN/ARadnor, PA2026-11-04
Simplex Trading, LLC
8,648$487.5K0.0%CoreVery HighChicago, IL2026-11-04
Cornerstone Wealth Management, LLC
8,629$486.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Intrua Financial, LLC
8,603$485.0K0.0%ETFMediumHouston, TX2026-10-28
Capital Investment Counsel, Inc
8,460$476.9K0.1%GrowthVery LowRaleigh, NC2026-10-20
Eukles Asset Management
8,328$469.5K0.2%CoreLowCincinnati, OH2026-11-04
Davis Investment Partners, LLC
8,198$462.1K0.1%ETFLowCharlotte, NC2026-11-05
Nisa Investment Advisors, LLC
7,662$431.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
UniSuper Management Pty Ltd
7,582$427.4K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
IFP Advisors, Inc
7,539$425.0K0.0%GrowthLowTampa, FL2026-10-16
Savant Capital, LLC
7,358$414.8K0.0%IndexVery LowRockford, IL2026-11-06
Blue Trust, Inc.
7,278$410.3K0.0%ETFLowBrentwood, TN2026-10-15
WealthPlan Investment Management, LLC
7,276$410.1K0.0%GrowthMediumOmaha, NE2026-10-15
Hennion & Walsh Asset Management, Inc.
7,067$398.4K0.0%ValueMediumParsippany, NJ2026-10-13
Maryland State Retirement & Pension System
6,993$394.2K0.0%IndexVery LowBaltimore, MD2026-11-05
CFS Investment Advisory Services, LLC
6,964$396.3K0.0%ETFMediumTotowa, NJ2026-10-19
Park Capital Management, LLC / WI
6,659$375.4K0.2%GrowthHighMadison, WI2026-10-13
V-Square Quantitative Management LLC
6,499$366.3K0.0%CoreLowChicago, IL2026-10-15
Quadcap Wealth Management, LLC
6,458$364.0K0.0%ETFLowFrisco, TX2026-11-02
Buckhead Capital Management LLC
6,243$351.9K0.1%CoreLowAtlanta, GA2026-11-03
W.H. Cornerstone Investments Inc.
6,020$339.4K0.2%CoreLowKingston, MA2026-11-03
Gamma Investing LLC
6,013$339.0K0.0%IndexVery LowFoster City, CA2026-10-08
HBK Sorce Advisory LLC
5,988$398.6K0.0%IndexVery LowErie, PA2026-11-06
Revisor Wealth Management LLC
5,914$349.6K0.1%CoreLowAkron, OH2026-10-20
AlphaCore Capital LLC
5,906$332.9K0.0%ETFLowLa Jolla, CA2026-11-04
Allspring Global Investments Holdings, LLC
5,892$333.9K0.0%CoreMediumCharlotte, NC2026-11-04
Hartford Investment Management Co
5,793$326.6K0.0%IndexVery LowHartford, CT2026-11-04
Sound Financial Strategies Group, LLC
5,767$325.1K0.2%ETFMediumMadison, MS2026-10-30
Commonwealth Financial Services, LLC
5,738$323.5K0.1%ETFMediumVienna, WV2026-10-20
Chicago Partners Investment Group LLC
5,617$346.3K0.0%GARPLowChicago, IL2026-10-27
New Mexico Educational Retirement Board
5,550$3130.0%IndexVery LowSanta Fe, NM2026-11-05
US Bancorp \de\
5,530$311.7K0.0%IndexLowMinneapolis, MN2026-11-05
Asset Management One Co., Ltd.
5,488$309.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Signal Advisors Wealth, LLC
5,424$305.7K0.0%ETFLowDetroit, MI2026-10-13
Louisiana State Employees Retirement System
5,400$304.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Legacy Financial Strategies, LLC
5,374$302.9K0.0%ETFLowOverland Park, KS2026-10-15
Axxcess Wealth Management, LLC
5,278$297.5K0.0%CoreLowCarlsbad, CA2026-10-21
SAX Wealth Advisors, LLC
5,273$297.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Y.D. More Investments Ltd
5,230$294.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
HB Wealth Management, LLC
5,225$294.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Signaturefd, LLC
5,127$289.0K0.0%IndexLowAtlanta, GA2026-10-23
Carlson Financial, Inc.
5,104$287.7K0.2%GrowthLowCanby, OR2026-11-05
Parallel Advisors, LLC
5,086$286.7K0.0%IndexLowSan Francisco, CA2026-11-03
Plan Group Financial, LLC
5,043$300.3K0.1%ETFMediumOklahoma City, OK2026-10-22
Perigon Wealth Management, LLC
5,005$282.2K0.0%GrowthLowSan Francisco, CA2026-10-22
State of Wyoming
4,924$277.6K0.0%ValueHighCheyenne, WY2026-10-28
Foster Group, Inc.
4,839$272.8K0.0%ETFVery LowUrbandale, IA2026-10-13
Capital Investment Advisors, LLC
4,777$269.3K0.0%CoreLowAtlanta, GA2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
4,720$266.1K0.0%IndexVery LowTokyo, Mexico2026-10-20
Foyston, Gordon & Payne Inc
4,710$265.5K0.1%CoreMediumToronto, Australia2026-11-02
RMR Wealth Builders
4,665$262.9K0.0%ETFLowMontclair, NJ2026-10-22
Brookstone Capital Management
4,608$259.7K0.0%ETFMediumWheaton, IL2026-10-22
VestGen Advisors, LLC
4,605$259.6K0.0%GrowthMediumChicago, IL2026-10-27
Farther Finance Advisors, LLC
4,549$256.4K0.0%IndexLowSan Francisco, CA2026-10-08
United Asset Strategies, Inc.
4,509$254.2K0.0%GrowthLowGarden City, NY2026-10-28
Grey Ledge Advisors, LLC
4,456$251.2K0.1%CoreLowGuilford, CT2026-11-02
Gen-Wealth Partners Inc
4,350$245.2K0.1%CoreLowZeeland, MI2026-11-04
Symmetry Partners, LLC
4,320$243.5K0.0%ETFLowGlastonbury, CT2026-10-27
Plus Group Wealth Advisors LLC
4,290$241.8K0.2%ETFLowBelgium, WI2026-10-19
Navigation Group, LLC
4,244$239.2K0.0%ETFVery LowRedwood City, CA2026-10-28
Able Wealth Management LLC
4,238$241.4K0.1%ETFMediumToms River, NJ2026-10-13
Cyndeo Wealth Partners, LLC
4,238$238.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Thrivent Financial for Lutherans
4,226$2380.0%GARPMediumMinneapolis, MN2026-11-05
Legacy Capital Wealth Partners, LLC
4,216$237.7K0.0%CoreMediumLittle Rock, AR2026-10-21
Certuity, LLC
4,209$237.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Praxis Investment Management Inc
4,181$2360.0%CoreLowGoshen, IN2026-11-03
NorthCrest Asset Manangement, LLC
4,141$234.2K0.0%GrowthLowPlymouth, MN2026-10-13
Citizens Financial Group Inc
4,077$229.8K0.0%GrowthLowProvidence, RI2026-10-23
Three Magnolias Financial Advisors, LLC
4,000$225.5K0.1%ETFLowWinston-Salem, NC2026-10-14
Apollon Wealth Management, LLC
3,951$222.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Occidental Asset Management, LLC
3,929$221.5K0.0%GrowthLowBurlingame, CA2026-11-05
Sovran Advisors, LLC
3,737$237.3K0.0%ETFMediumSan Diego, CA2026-11-02
Plancorp, LLC
3,737$235.7K0.0%ETFLowSaint Louis, MO2026-11-03
Greenleaf Trust
3,688$207.9K0.0%CoreLowKalamazoo, MI2026-10-29
Childress Capital Advisors, LLC
3,642$205.3K0.0%GARPMediumHouston, TX2026-10-28
Hardy Reed LLC
3,629$204.6K0.0%ETFVery LowTupelo, MS2026-11-06
Prospera Financial Services Inc
3,278$206.7K0.0%CoreMediumDallas, TX2026-11-04
Sterling Capital Management LLC
3,168$178.6K0.0%GARPMediumCharlotte, NC2026-10-22
Assetmark, Inc
3,002$169.2K0.0%ETFLowConcord, CA2026-10-21
Securian Asset Management, Inc
2,886$162.7K0.0%IndexLowSt Paul, MN2026-11-06
Versant Capital Management, Inc
2,577$145.3K0.0%GARPLowPhoenix, AZ2026-10-02
Nykredit A/S
2,562$144.4K0.0%CoreN/ANordhavn, Greece2026-11-06
MassMutual Private Wealth & Trust, FSB
2,543$143.3K0.0%CoreLowSpringfield, MA2026-10-05
Bank Julius Baer & Co. Ltd, Zurich
2,500$140.9K0.0%GrowthMediumZurich, Switzerland2026-10-29
Summit Securities Group LLC
2,410$135.9K0.0%CoreVery HighNew York, NY2026-11-05
SBI Securities Co., Ltd.
2,038$114.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
First Horizon Corp
1,801$101.5K0.0%CoreLowMemphis, TN2026-10-26
Tema Etfs LLC
1,617$91.2K0.0%GrowthMediumNew York, NY2026-10-16
Fortitude Family Office, LLC
1,569$88.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Mather Group, Llc.
1,545$87.1K0.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
1,524$860.0%ValueHighLondon, United Kingdom2026-10-30
Strs Ohio
1,509$85.1K0.0%CoreMediumColumbus, OH2026-10-30
Arlington Trust Co LLC
1,507$85.0K0.0%ETFMediumBirmingham, AL2026-10-20
FNY Investment Advisers, LLC
1,500$840.0%GrowthVery HighNew York, NY2026-10-16
Pinnacle Wealth Planning Services, Inc.
1,472$83.0K0.0%GARPLowMansfield, OH2026-10-27
American National Bank & Trust
1,347$75.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Private Trust Co NA
1,301$73.3K0.0%CoreLowCleveland, OH2026-10-20
UMB Bank, n.a.
1,206$68.0K0.0%CoreLowKansas City, MO2026-11-06
EverSource Wealth Advisors, LLC
990$55.8K0.0%CoreMediumBirmingham, AL2026-11-04
Brown, Lisle Ings, Inc.
920$51.9K0.0%CoreVery LowProvidence, RI2026-10-16
Jacobi Capital Management LLC
898$50.6K0.0%CoreLowPittston, PA2026-11-05
Addison Advisors LLC
811$45.7K0.0%ETFLowMiddlebury, VT2026-11-06
Fulcrum Asset Management LLP
795$46.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Allworth Financial LP
779$48.9K0.0%IndexLowFolsom, CA2026-11-06
Essential Partners LLC
736$41.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parkside Financial Bank & Trust
723$40.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Clearstead Advisors, LLC
656$37.0K0.0%ETFLowCleveland, OH2026-11-06
Lynch Investment Planning, LLC
619$34.9K0.0%ETFLowNewtown Square, PA2026-10-27
Elyxium Wealth, LLC
514$29.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Caldwell Trust Co
397$22.4K0.0%GrowthLowVenice, FL2026-10-30
Latitude Advisors, LLC
396$22.3K0.0%ETFLowYorkville, IL2026-10-27
Creative Financial Designs Inc
394$22.2K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
371$20.9K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
346$19.5K0.0%ETFMediumAkron, OH2026-10-13
CoreCap Advisors, LLC
328$18.5K0.0%ETFMediumSouthfield, MI2026-10-08
Wolff Wiese Magana LLC
319$18.0K0.0%GrowthLowCarslbad, CA2026-10-15
SJS Investment Consulting Inc.
318$17.9K0.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
304$170.0%ETFLowShaker Heights, OH2026-10-27
Financial Network Wealth Advisors LLC
300$16.9K0.0%ETFLowMurray, UT2026-10-28
Wealth Enhancement Trust Services, Inc.
269$15.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Westside Investment Management, Inc.
238$13.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Cromwell Holdings LLC
232$13.1K0.0%IndexLowJackson, WY2026-10-28
GK Wealth Management LLC
216$12.2K0.0%GARPVery HighReno, NV2026-10-09
Elevation Wealth Partners, LLC
205$11.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Friedenthal Financial
200$11.3K0.0%ETFHighMarlton, NJ2026-10-27
Silver Grove Financial Group, Inc.
181$10.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Clearstead Trust, LLC
175$9.9K0.0%GrowthLowPortland, ME2026-11-06
TD Private Client Wealth LLC
175$9.9K0.0%ETFLowNew York, NY2026-10-28
Bank of New Hampshire
170$9.6K0.0%CoreLowLaconia, NH2026-10-06
Hickory Point Bank & Trust
160$9.0K0.0%CoreVery LowDecatur, IL2026-10-01
Proathlete Wealth Management LLC
152$8.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Highline Wealth Partners LLC
144$8.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Key FInancial Inc
143$8.1K0.0%ETFLowWest Chester, PA2026-11-02
Acumen Wealth Advisors, LLC
140$7.9K0.0%GrowthHighChattanooga, TN2026-11-05
Activest Wealth Management
120$6.8K0.0%ETFLowAventura, FL2026-10-15
Rothwell Investment Advisors, LLC
119$6.7K0.0%N/AN/ASalem, MA2026-11-06
Balance Wealth Partners LLC
98$5.5K0.0%ETFMediumWorthington, OH2026-10-27
Manchester Capital Management LLC
96$5.4K0.0%CoreLowManchester, VT2026-10-22
JFS Wealth Advisors, LLC
92$5.2K0.0%ETFVery LowHermitage, PA2026-11-03
Financial Management Professionals, Inc.
90$5.1K0.0%ETFMediumAustin, TX2026-10-23
Farmers & Merchants Investments Inc
86$4.8K0.0%CoreVery LowLincoln, NE2026-10-22
MV Capital Management, Inc.
83$4.7K0.0%ETFLowBethesda, MD2026-10-29
Aspect Partners, LLC
83$4.7K0.0%ETFMediumFairfax, VA2026-10-20
Grove Bank & Trust
79$4.5K0.0%ETFLowMiami, FL2026-10-08
Towne Trust Company, N.a
68$3.8K0.0%CoreLowNewport News, VA2026-10-28
Leonteq Securities AG
67$3.8K0.0%CoreHighZurich, Switzerland2026-10-29
MJT & Associates Financial Advisory Group, Inc.
66$3.7K0.0%ETFLowMontevideo, MN2026-10-07
Groesbeck Investment Management Corp
60$30.0%GrowthVery LowGlen Rock, NJ2026-10-26
PFS Partners, LLC
59$3.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Noble Wealth Management PBC
58$3.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Ascentis Wealth Management, LLC
58$3.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Zions Bancorporation, National Association
57$3.2K0.0%CoreMediumSalt Lake City, UT2026-11-06
Rational Advisors, Inc.
55$3.1K0.0%ETFMediumSan Juan, PR2026-11-02
Physician Wealth Advisors, Inc.
54$3.0K0.0%ETFMediumMidvale, UT2026-10-20
James T. Borello RIA
47$2.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Owl Creek Wealth Partners LLC
46$2.6K0.0%IndexLowGreenwood Village, CO2026-10-20
J.Safra Asset Management Corp
42$2.4K0.0%ETFLowNew York, NY2026-11-03
Bokf, NA
40$2.3K0.0%CoreLowTulsa, OK2026-10-27
Creative Capital Management Investments LLC
39$2.2K0.0%ETFLowSan Diego, CA2026-10-28
Provenance Wealth Advisors, LLC
38$2.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rakuten Securities, Inc.
36$2.0K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
33$1.9K0.0%GrowthMediumIndianapolis, IN2026-10-14
Kingdom Financial Group Llc.
31$1.7K0.0%ETFMediumPeoria, AZ2026-11-04
Rossby Financial, LCC
30$1.7K0.0%ETFMediumMelbourne, FL2026-11-05
UMB Private Wealth Management, LLC
27$1.5K0.0%GrowthN/AKansas City, MO2026-10-19
Maseco LLP
25$1.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Bay Harbor Wealth Management, LLC
25$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Investors Research Corp
24$1.4K0.0%ETFLowAtlanta, GA2026-10-07
Spire Wealth Management
20$1.1K0.0%GrowthMediumMclean, VA2026-10-30
DiNuzzo Private Wealth, Inc.
20$1.1K0.0%ETFLowBeaver, PA2026-10-16
Essential Investment Partners LLC
17$9580.0%GrowthLowEnglewood, CO2026-10-27
Evolution Wealth Management Inc.
16$9020.0%ETFMediumFort Myers, FL2026-10-28
Harbor Investment Advisory, LLC
15$8460.0%GrowthLowLutherville, MD2026-10-13
Bare Financial Services, Inc
14$7890.0%ETFVery LowGap, PA2026-11-04
Caitong International Asset Management Co., Ltd
13$7330.0%GrowthVery HighHong Kong, South Korea2026-10-29
Signature Equity Partners, LLC
12$6760.0%GrowthMediumColumbus, OH2026-10-29
Clark Wealth Partners
11$6210.0%ETFVery LowO'Fallon, IL2026-10-19
Ares Financial Consulting, LLC
11$6200.0%CoreLowCalabasas, CA2026-10-19
Bell Investment Advisors, Inc
10$5640.0%ETFVery LowOrinda, CA2026-10-29
Planning Strategies Inc.
9$5070.0%ETFN/ALancaster, PA2026-10-02
Bfsg, LLC
7$3950.0%CoreLowIrvine, CA2026-10-30
Torren Management, LLC
7$3950.0%ETFMediumSan Diego, CA2026-10-29
TFC Financial Management, Inc.
7$3970.0%ETFVery LowBoston, MA2026-10-26
Ascentis Independent Advisors
5$3080.0%ETFLowDallas, TX2026-11-03
Ashurst Perkins Coie Trust Co
5$2810.0%CoreVery LowSeattle, WA2026-10-15
Toth Financial Advisory Corp
5$2820.0%CoreLowLeesburg, VA2026-10-08
DecisionPoint Financial, LLC
5$2840.0%ETFVery LowMesa, AZ2026-10-27
Valued Wealth Advisors LLC
4$2320.0%IndexVery LowHolladay, UT2026-11-05
Cassaday & Co Wealth Management LLC
4$2260.0%ETFVery LowMclean, VA2026-10-27
American Capital Advisory, LLC
2$1130.0%ETFLowKetchum, ID2026-10-28
Gilpin Wealth Management, LLC
2$1130.0%GrowthLowDenver, CO2026-10-09
Signature Resources Capital Management, LLC
1$560.0%ETFLowNewport Beach, CA2026-10-16
Davis Capital Management
1$560.0%CoreLowJacksonville, FL2026-10-08
Hughes Financial Services, LLC
1$630.0%ETFLowHerndon, VA2026-10-30
Tounjian Advisory Partners, LLC
1$490.0%GrowthHighFort Myers, FL2026-11-04
Maryland Capital Advisors Inc.
1$570.0%ETFVery LowChester, MD2026-10-15
Central Trust Co
1$850.0%CoreLowJefferson City, MO2026-11-05
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02