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Stag Industrial Inc (STAG)

CUSIP: 85254J102 | NYSE | Real Estate · REIT - Industrial | Mid Cap | 1490 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 LLC11,577,5916.0%New 5%+ stakeSep 30, 202692d ahead of 13F (12,657,464 sh) · −1,079,873
13G/AFMR LLC11,577,591
6.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (12,657,464 sh) · −1,079,873

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,081,822
0.0% of portfolio›$110.4M
Boston Trust Walden Corp2,327,259
0.7% of portfolio›$83.3M
Channing Capital Management, LLC2,095,313
2.0% of portfolio›$75.0M
Sumitomo Mitsui Trust Group, Inc.1,382,316
0.0% of portfolio›$49.5M
Fort Washington Investment Advisors Inc892,103
0.2% of portfolio›$31.9M
ProShare Advisors LLC662,586
0.0% of portfolio›$23.7M
Pacific Heights Asset Management LLC500,000
0.6% of portfolio›$17.9M
Citigroup Inc468,904
0.0% of portfolio›$16.8M
Principal Financial Group Inc442,931
0.0% of portfolio›$15.9M
Leeward Investments, LLC - MA405,702
0.7% of portfolio›$14.5M
Asset Management One Co., Ltd.331,411
0.0% of portfolio›$11.9M
Bokf, NA315,186
0.2% of portfolio›$11.3M
Congress Asset Management Co296,731
0.1% of portfolio›$10.6M
Crestwood Advisors Group, LLC277,415
0.1% of portfolio›$9.9M
Wedge Capital Management L L P209,792
0.1% of portfolio›$7.5M
Retirement Systems of Alabama198,871
0.0% of portfolio›$7.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS188,176
0.0% of portfolio›$6.7M
State of New Jersey Common Pension Fund D187,515
0.0% of portfolio›$6.7M
Mitsubishi UFJ Asset Management Co., Ltd.177,197
0.0% of portfolio›$6.3M
Allspring Global Investments Holdings, LLC166,060
0.0% of portfolio›$5.9M
Oppenheimer & Co Inc157,946
0.1% of portfolio›$5.7M
DekaBank Deutsche Girozentrale150,879
0.0% of portfolio›$5.5K
Creative Planning138,709
0.0% of portfolio›$5.0M
Virginia Retirement Systems ET Al117,492
0.0% of portfolio›$4.2M
State of Alaska, Department of Revenue114,264
0.0% of portfolio›$4.1K
Wolverine Asset Management LLC102,064
0.0% of portfolio›$3.7M
Strs Ohio97,228
0.0% of portfolio›$3.5M
Oppenheimer Asset Management Inc.96,777
0.0% of portfolio›$3.5M
Daiwa Securities Group Inc.96,136
0.0% of portfolio›$3.4M
Virginia Wealth Management Group, Inc.95,873
1.7% of portfolio›$3.4M
Vert Asset Management LLC95,873
1.0% of portfolio›$3.4M
Amalgamated Bank85,990
0.0% of portfolio›$3.1K
Philadelphia Trust Co84,096
0.0% of portfolio›$3.0K
Mutual of America Capital Management LLC70,249
0.0% of portfolio›$2.5M
Exchange Traded Concepts, LLC67,715
0.0% of portfolio›$2.4M
Eliot Finkel Investment Counsel, LLC62,510
1.1% of portfolio›$2.2M
Stolper Co62,455
0.0% of portfolio›$2.2K
Louisiana State Employees Retirement System57,300
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC55,723
0.0% of portfolio›$2.0M
Arizona State Retirement System53,839
0.0% of portfolio›$1.9M
RFG Advisory, LLC52,791
0.0% of portfolio›$1.9M
Apollon Wealth Management, LLC52,175
0.0% of portfolio›$1.9M
Guardian Wealth Management, Inc.50,157
0.9% of portfolio›$1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd49,731
0.0% of portfolio›$1.8M
Pensionfund PDN48,880
1.0% of portfolio›$1.8K
Assetmark, Inc47,960
0.0% of portfolio›$1.7M
Neos Investment Management LLC46,307
0.0% of portfolio›$1.7M
State of Michigan Retirement System45,200
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.44,447
0.0% of portfolio›$1.6K
Atria Investments, Inc44,311
0.0% of portfolio›$1.6M
Moody National Bank Trust Division43,482
0.1% of portfolio›$1.6M
Aegis Wealth Management, Inc.43,193
0.9% of portfolio›$1.5M
Commonwealth Equity Services, LLC42,866
0.0% of portfolio›$1.5M
New York State Teachers Retirement System40,146
0.0% of portfolio›$1.4K
Oregon Public Employees Retirement Fund39,931
0.0% of portfolio›$1.4M
IFM Investors Pty Ltd38,604
0.0% of portfolio›$1.4M
Motley Fool Asset Management LLC37,681
0.1% of portfolio›$1.3M
Spirit of America Management Corp35,200
0.2% of portfolio›$1.3M
Achmea Investment Management B.V.34,980
0.0% of portfolio›$1.3M
Farther Finance Advisors, LLC33,493
0.0% of portfolio›$1.2M
Hudson Edge Investment Partners Inc.31,925
0.2% of portfolio›$1.1M
Kestra Advisory Services, LLC30,795
0.0% of portfolio›$1.1M
Vanderbilt University30,393
0.1% of portfolio›$1.1M
Pictet Asset Management Holding SA30,198
0.0% of portfolio›$1.1M
Moran Wealth Management, LLC28,587
0.0% of portfolio›$1.0M
New York Life Investment Management LLC28,005
0.0% of portfolio›$1.0M
Inspire Investing, LLC27,966
0.0% of portfolio›$1.0M
Kestra Private Wealth Services, LLC27,852
0.0% of portfolio›$997.4K
J.M. Arbour, LLC25,779
0.7% of portfolio›$923.1K
Everhart Financial Group, Inc.25,442
0.1% of portfolio›$911.1K
Illinois Municipal Retirement Fund25,279
0.0% of portfolio›$905.2K
Pensionfund Sabic24,863
1.1% of portfolio›$890
UniSuper Management Pty Ltd23,700
0.0% of portfolio›$848.7K
Wealth Enhancement Advisory Services, LLC23,352
0.0% of portfolio›$837.9K
Xponance LLC22,318
0.0% of portfolio›$799.2K
Jeppson Wealth Management, LLC22,108
0.2% of portfolio›$791.7K
Hennion & Walsh Asset Management, Inc.21,982
0.0% of portfolio›$787.2K
Keybank National Association20,302
0.0% of portfolio›$727.0K
Tectonic Advisors LLC19,033
0.0% of portfolio›$681.6K
Bahl & Gaynor LLC19,000
0.0% of portfolio›$680.4K
Values First Advisors, Inc.18,989
0.3% of portfolio›$680.0K
Ticino Wealth18,555
0.2% of portfolio›$664.5K
Nisa Investment Advisors, LLC17,643
0.0% of portfolio›$638.6K
Knights of Columbus Asset Advisors LLC17,404
0.0% of portfolio›$623.2K
TD Private Client Wealth LLC16,969
0.0% of portfolio›$607.7K
Miller Howard Investments Inc15,910
0.0% of portfolio›$569.7K
Shepherd Financial Partners LLC15,834
0.0% of portfolio›$567.0K
Kaizen Financial Strategies15,155
0.2% of portfolio›$542.7K
Lanark Financial, Inc.14,448
0.0% of portfolio›$517.4K
Peak Financial Advisors LLC13,791
0.2% of portfolio›$493.9K
AGF Management LTD13,518
0.0% of portfolio›$484.1K
Integrated Advisors Network LLC13,414
0.0% of portfolio›$480.4K
Swiss Life Asset Management Ltd13,312
0.0% of portfolio›$476.7K
James Investment Research, Inc.12,900
0.0% of portfolio›$461.9K
Evergreen Capital Management LLC12,823
0.0% of portfolio›$459.2K
HB Wealth Management, LLC12,640
0.0% of portfolio›$452.6K
J.Safra Asset Management Corp12,518
0.0% of portfolio›$448.3K
Sage Capital Management, LLC11,590
0.2% of portfolio›$415.1K
Choreo, LLC11,382
0.0% of portfolio›$407.9K
VestGen Advisors, LLC10,864
0.0% of portfolio›$389.0K
Concurrent Investment Advisors, LLC10,803
0.0% of portfolio›$386.8K
MGO One Seven LLC10,594
0.0% of portfolio›$379.4K
Elevation Point Wealth Partners, LLC10,401
0.0% of portfolio›$372.8K
Vise Technologies, Inc.10,396
0.0% of portfolio›$372.3K
Avantra Family Wealth, Inc.9,999
0.2% of portfolio›$358.1K
CenterBook Partners LP9,817
0.0% of portfolio›$351.5K
IFP Advisors, Inc8,919
0.0% of portfolio›$319.4K
Norden Group LLC8,804
0.0% of portfolio›$315.3K
Independent Financial Group, LLC8,164
0.0% of portfolio›$292.4K
Crossmark Global Holdings, Inc.8,134
0.0% of portfolio›$291.3K
Park Avenue Securities LLC8,004
0.0% of portfolio›$287
Prospera Financial Services Inc7,956
0.0% of portfolio›$293.3K
Sowell Financial Services LLC7,590
0.0% of portfolio›$271.8K
Wedbush Securities Inc7,356
0.0% of portfolio›$263
Wedmont Private Capital7,168
0.0% of portfolio›$257.2K
M&G Plc6,995
0.0% of portfolio›$251.8K
Somerset Trust Co6,811
0.1% of portfolio›$243.9K
111 Capital6,662
0.0% of portfolio›$238.6K
Pinnacle Associates LTD6,644
0.0% of portfolio›$237.9K
Wealthcare Advisory Partners LLC6,461
0.0% of portfolio›$231.4K
Central Pacific Bank - Trust Division6,390
0.0% of portfolio›$228.8K
Fifth Third Wealth Advisors LLC6,316
0.0% of portfolio›$226.2K
BCO Wealth Management LLC6,200
0.1% of portfolio›$222.0K
KBC Group NV6,043
0.0% of portfolio›$216
Truist Financial Corp5,876
0.0% of portfolio›$210.4K
North Dakota State Investment Board5,860
0.0% of portfolio›$209.8K
CIBC Asset Management Inc5,810
0.0% of portfolio›$208.1K
Register Financial Advisors LLC5,650
0.1% of portfolio›$202.3K
Visionary Wealth Advisors5,589
0.0% of portfolio›$200.1K
Sterling Capital Management LLC5,559
0.0% of portfolio›$199.1K
Ninety One UK Ltd4,950
0.0% of portfolio›$177.3K
Fulcrum Asset Management LLP4,464
0.0% of portfolio›$164.7K
Larson Financial Group LLC4,082
0.0% of portfolio›$146.2K
Canton Hathaway, LLC4,000
0.0% of portfolio›$143.2K
Gamma Investing LLC3,711
0.0% of portfolio›$132.9K
Parallel Advisors, LLC3,364
0.0% of portfolio›$120.5K
Bank of New Hampshire3,100
0.0% of portfolio›$111.0K
EverSource Wealth Advisors, LLC3,077
0.0% of portfolio›$110.2K
Gold Investment Management Ltd.2,770
0.0% of portfolio›$99.2K
Hilltop National Bank2,677
0.0% of portfolio›$95.9K
GF Fund Management Co. Ltd.2,575
0.0% of portfolio›$92.2K
Pinnacle Wealth Planning Services, Inc.2,568
0.0% of portfolio›$92.0K
Simplex Trading, LLC2,550
0.0% of portfolio›$91.3K
Cape Investment Advisory, Inc.2,141
0.0% of portfolio›$76.7K
Clean Yield Group1,823
0.0% of portfolio›$65.3K
SJS Investment Consulting Inc.1,817
0.0% of portfolio›$65.1K
Signaturefd, LLC1,740
0.0% of portfolio›$62.3K
Caitong International Asset Management Co., Ltd1,625
0.0% of portfolio›$58.2K
Parkside Financial Bank & Trust1,584
0.0% of portfolio›$56.7K
Root Financial Partners, LLC1,471
0.0% of portfolio›$52.7K
Coastline Trust Co1,400
0.0% of portfolio›$50.1K
Proathlete Wealth Management LLC1,384
0.0% of portfolio›$49.6K
Essential Partners LLC1,074
0.0% of portfolio›$38.5K
Hoese & Co LLP1,025
0.0% of portfolio›$36.7K
Next Level Wealth Planning, LLC1,000
0.0% of portfolio›$35.8K
Global X Japan Co., Ltd.918
0.0% of portfolio›$32.9K
Tsfg, LLC881
0.0% of portfolio›$32
Versant Capital Management, Inc772
0.0% of portfolio›$27.6K
Private Trust Co NA677
0.0% of portfolio›$24.2K
Cassaday & Co Wealth Management LLC625
0.0% of portfolio›$22.4K
Valley National Advisers Inc535
0.0% of portfolio›$19.2K
Hickory Point Bank & Trust500
0.0% of portfolio›$17.9K
Wolff Wiese Magana LLC462
0.0% of portfolio›$16.5K
TD Waterhouse Canada Inc.369
0.0% of portfolio›$13.2K
Arlington Trust Co LLC324
0.0% of portfolio›$11.6K
Independence Bank of Kentucky321
0.0% of portfolio›$11.5K
Elyxium Wealth, LLC310
0.0% of portfolio›$11.1K
Burk Holdings LLC306
0.0% of portfolio›$11.0K
Mirae Asset Global Investments Co., Ltd.301
0.0% of portfolio›$10.8K
Rossby Financial, LCC294
0.0% of portfolio›$10.5K
Covestor Ltd283
0.0% of portfolio›$10
WPG Advisers, LLC279
0.0% of portfolio›$10.0K
KFG LLC274
0.0% of portfolio›$9.8K
Bell Investment Advisors, Inc271
0.0% of portfolio›$9.7K
Concord Wealth Partners247
0.0% of portfolio›$8.9K
Cedar Mountain Advisors, LLC244
0.0% of portfolio›$8.7K
Owl Creek Wealth Partners LLC215
0.0% of portfolio›$7.7K
GK Wealth Management LLC207
0.0% of portfolio›$7.4K
Cullen T Bankers, Inc.207
0.0% of portfolio›$7.4K
West Branch Capital LLC206
0.0% of portfolio›$7.4K
Ascentis Wealth Management, LLC201
0.0% of portfolio›$7.2K
Godsey & Gibb, Inc200
0.0% of portfolio›$7.2K
Provenance Wealth Advisors, LLC196
0.0% of portfolio›$7.0K
Physician Wealth Advisors, Inc.195
0.0% of portfolio›$7.0K
Archer Investment Corp191
0.0% of portfolio›$6.8K
Farmers & Merchants Investments Inc160
0.0% of portfolio›$5.7K
Chung Wu Investment Group, LLC150
0.0% of portfolio›$5.4K
Trust Co of Vermont145
0.0% of portfolio›$5.2K
Mather Group, Llc.138
0.0% of portfolio›$4.9K
American Capital Advisory, LLC134
0.0% of portfolio›$4.8K
Evolution Wealth Management Inc.129
0.0% of portfolio›$4.6K
MassMutual Private Wealth & Trust, FSB126
0.0% of portfolio›$4.5K
High Note Wealth, LLC116
0.0% of portfolio›$4.2K
Avion Wealth113
0.0% of portfolio›$4
True Wealth Design, LLC94
0.0% of portfolio›$3.4K
Hurley Capital, LLC91
0.0% of portfolio›$3.3K
Buck Wealth Strategies, LLC90
0.0% of portfolio›$3.2K
First Horizon Corp79
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC78
0.0% of portfolio›$3
Thurston, Springer, Miller, Herd & Titak, Inc.67
0.0% of portfolio›$2.4K
New England Capital Financial Advisors LLC66
0.0% of portfolio›$2.3K
UMB Private Wealth Management, LLC64
0.0% of portfolio›$2.3K
Transce3nd, LLC64
0.0% of portfolio›$2.3K
Cromwell Holdings LLC57
0.0% of portfolio›$2.1K
Hager Investment Management Services, LLC45
0.0% of portfolio›$1.6K
Golden State Wealth Management, LLC44
0.0% of portfolio›$1.6K
Sunrise Financial Services, LLC43
0.0% of portfolio›$1.5K
Montag A & Associates Inc40
0.0% of portfolio›$1.4K
Financial Network Wealth Advisors LLC36
0.0% of portfolio›$1.3K
Bare Financial Services, Inc35
0.0% of portfolio›$1.3K
JFS Wealth Advisors, LLC35
0.0% of portfolio›$1.3K
Silver Grove Financial Group, Inc.30
0.0% of portfolio›$1.1K
Princeton Global Asset Management LLC30
0.0% of portfolio›$1.1K
Salomon & Ludwin, LLC30
0.0% of portfolio›$1.1K
Reap Financial Group, LLC27
0.0% of portfolio›$967
CoreCap Advisors, LLC27
0.0% of portfolio›$978
Oakworth Capital, Inc.27
0.0% of portfolio›$967
Hughes Financial Services, LLC18
0.0% of portfolio›$671
Financial Management Professionals, Inc.16
0.0% of portfolio›$579
Marquette Asset Management, LLC14
0.0% of portfolio›$502
North Star Investment Management Corp.13
0.0% of portfolio›$466
Harbor Investment Advisory, LLC12
0.0% of portfolio›$430
Meriwether Wealth & Planning, LLC11
0.0% of portfolio›$394
Pacific Center for Financial Services9
0.0% of portfolio›$323
Signature Equity Partners, LLC7
0.0% of portfolio›$266
3 Factor Indexing, LLC5
0.0% of portfolio›$180
Planning Strategies Inc.4
0.0% of portfolio›$143
Blue Trust, Inc.4
0.0% of portfolio›$143
Quaker Wealth Management, LLC4
0.0% of portfolio›$144
Triumph Capital Management4
0.0% of portfolio›$143
TFC Financial Management, Inc.1
0.0% of portfolio›$36
Grove Bank & Trust1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,081,822$110.4M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
2,327,259$83.3M0.7%CoreLowBoston, MA2026-10-30
Channing Capital Management, LLC
2,095,313$75.0M2.0%ValueHighChicago, IL2026-11-02
Sumitomo Mitsui Trust Group, Inc.
1,382,316$49.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Fort Washington Investment Advisors Inc
892,103$31.9M0.2%CoreLowCincinnati, OH2026-10-15
ProShare Advisors LLC
662,586$23.7M0.0%GrowthLowBethesda, MD2026-10-29
Pacific Heights Asset Management LLC
500,000$17.9M0.6%CoreVery LowSan Francisco, CA2026-11-03
Citigroup Inc
468,904$16.8M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
442,931$15.9M0.0%CoreLowDes Moines, IA2026-11-02
Leeward Investments, LLC - MA
405,702$14.5M0.7%Deep ValueLowBoston, MA2026-10-23
Asset Management One Co., Ltd.
331,411$11.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Bokf, NA
315,186$11.3M0.2%CoreLowTulsa, OK2026-10-27
Congress Asset Management Co
296,731$10.6M0.1%GrowthMediumBoston, MA2026-10-06
Crestwood Advisors Group, LLC
277,415$9.9M0.1%GrowthLowBoston, MA2026-10-27
Wedge Capital Management L L P
209,792$7.5M0.1%ValueMediumCharlotte, NC2026-10-13
Retirement Systems of Alabama
198,871$7.1M0.0%IndexLowMontgomery, AL2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
188,176$6.7M0.0%CoreLowHarrisburg, PA2026-11-03
State of New Jersey Common Pension Fund D
187,515$6.7M0.0%CoreLowTrenton, NJ2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
177,197$6.3M0.0%IndexVery LowTokyo, Mexico2026-11-05
Allspring Global Investments Holdings, LLC
166,060$5.9M0.0%CoreMediumCharlotte, NC2026-11-04
Oppenheimer & Co Inc
157,946$5.7M0.1%CoreLowNew York, NY2026-10-26
DekaBank Deutsche Girozentrale
150,879$5.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
138,709$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Virginia Retirement Systems ET Al
117,492$4.2M0.0%CoreMediumRichmond, VA2026-10-28
State of Alaska, Department of Revenue
114,264$4.1K0.0%CoreVery LowJuneau, AK2026-10-15
Wolverine Asset Management LLC
102,064$3.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
Strs Ohio
97,228$3.5M0.0%CoreMediumColumbus, OH2026-10-30
Oppenheimer Asset Management Inc.
96,777$3.5M0.0%CoreMediumNew York, NY2026-10-27
Daiwa Securities Group Inc.
96,136$3.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Virginia Wealth Management Group, Inc.
95,873$3.4M1.7%YieldLowVirginia Beach, VA2026-10-14
Vert Asset Management LLC
95,873$3.4M1.0%YieldLowSausalito, CA2026-10-28
Amalgamated Bank
85,990$3.1K0.0%CoreVery LowNew York, NY2026-10-23
Philadelphia Trust Co
84,096$3.0K0.0%GrowthLowPhiladelphia, PA2026-11-05
Mutual of America Capital Management LLC
70,249$2.5M0.0%IndexLowNew York, NY2026-10-23
Exchange Traded Concepts, LLC
67,715$2.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Eliot Finkel Investment Counsel, LLC
62,510$2.2M1.1%CoreVery LowBeverly Hills, CA2026-11-03
Stolper Co
62,455$2.2K0.0%ValueMediumTulsa, OK2026-10-13
Louisiana State Employees Retirement System
57,300$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
55,723$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
53,839$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
RFG Advisory, LLC
52,791$1.9M0.0%ETFMediumBirmingham, AL2026-11-03
Apollon Wealth Management, LLC
52,175$1.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Guardian Wealth Management, Inc.
50,157$1.8M0.9%GARPMediumPeoria, IL2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
49,731$1.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Pensionfund PDN
48,880$1.8K1.0%YieldVery LowSittard, Philippines2026-10-05
Assetmark, Inc
47,960$1.7M0.0%ETFLowConcord, CA2026-10-21
Neos Investment Management LLC
46,307$1.7M0.0%IndexVery LowWestport, CT2026-11-04
State of Michigan Retirement System
45,200$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
Cambridge Investment Research Advisors, Inc.
44,447$1.6K0.0%ETFLowFairfield, IA2026-11-02
Atria Investments, Inc
44,311$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Moody National Bank Trust Division
43,482$1.6M0.1%CoreMediumGalveston, TX2026-10-06
Aegis Wealth Management, Inc.
43,193$1.5M0.9%ETFMediumGuthrie Center, IA2026-10-26
Commonwealth Equity Services, LLC
42,866$1.5M0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
40,146$1.4K0.0%CoreVery LowAlbany, NY2026-10-22
Oregon Public Employees Retirement Fund
39,931$1.4M0.0%IndexVery LowTigard, OR2026-10-30
IFM Investors Pty Ltd
38,604$1.4M0.0%IndexVery LowMelbourne, China2026-10-14
Motley Fool Asset Management LLC
37,681$1.3M0.1%GrowthMediumAlexandria, VA2026-10-27
Spirit of America Management Corp
35,200$1.3M0.2%GARPLowSyosset, NY2026-10-14
Achmea Investment Management B.V.
34,980$1.3M0.0%CoreMediumZeist, Philippines2026-10-30
Farther Finance Advisors, LLC
33,493$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Hudson Edge Investment Partners Inc.
31,925$1.1M0.2%Deep ValueMediumJersey City, NJ2026-10-28
Kestra Advisory Services, LLC
30,795$1.1M0.0%CoreLowAustin, TX2026-11-02
Vanderbilt University
30,393$1.1M0.1%ETFMediumNashville, TN2026-11-02
Pictet Asset Management Holding SA
30,198$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Moran Wealth Management, LLC
28,587$1.0M0.0%CoreMediumNaples, FL2026-10-22
New York Life Investment Management LLC
28,005$1.0M0.0%GrowthLowNew York, NY2026-11-04
Inspire Investing, LLC
27,966$1.0M0.0%GARPHighMeridian, ID2026-10-22
Kestra Private Wealth Services, LLC
27,852$997.4K0.0%GrowthLowAustin, TX2026-10-30
J.M. Arbour, LLC
25,779$923.1K0.7%CoreHighGardiner, ME2026-11-05
Everhart Financial Group, Inc.
25,442$911.1K0.1%ETFLowDublin, OH2026-10-08
Illinois Municipal Retirement Fund
25,279$905.2K0.0%CoreMediumOak Brook, IL2026-11-05
Pensionfund Sabic
24,863$8901.1%YieldVery LowSittard, Philippines2026-10-05
UniSuper Management Pty Ltd
23,700$848.7K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Wealth Enhancement Advisory Services, LLC
23,352$837.9K0.0%CoreLowPlymouth, MN2026-10-13
Xponance LLC
22,318$799.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Jeppson Wealth Management, LLC
22,108$791.7K0.2%CoreLowManhattan Beach, CA2026-10-20
Hennion & Walsh Asset Management, Inc.
21,982$787.2K0.0%ValueMediumParsippany, NJ2026-10-13
Keybank National Association
20,302$727.0K0.0%CoreLowBrooklyn, OH2026-11-04
Tectonic Advisors LLC
19,033$681.6K0.0%YieldLowFrisco, TX2026-10-22
Bahl & Gaynor LLC
19,000$680.4K0.0%CoreLowCincinnati, OH2026-11-05
Values First Advisors, Inc.
18,989$680.0K0.3%CoreMediumJohnson City, TN2026-10-23
Ticino Wealth
18,555$664.5K0.2%GARPMediumMission Viejo, CA2026-10-13
Nisa Investment Advisors, LLC
17,643$638.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Knights of Columbus Asset Advisors LLC
17,404$623.2K0.0%CoreMediumNew Haven, CT2026-11-05
TD Private Client Wealth LLC
16,969$607.7K0.0%ETFLowNew York, NY2026-10-28
Miller Howard Investments Inc
15,910$569.7K0.0%YieldMediumKingston, NY2026-10-26
Shepherd Financial Partners LLC
15,834$567.0K0.0%ETFLowWinchester, MA2026-11-03
Kaizen Financial Strategies
15,155$542.7K0.2%ETFMediumCampbell, CA2026-10-09
Lanark Financial, Inc.
14,448$517.4K0.0%CoreMediumBirmingham, AL2026-10-26
Peak Financial Advisors LLC
13,791$493.9K0.2%CoreHighDenver, CO2026-10-28
AGF Management LTD
13,518$484.1K0.0%GrowthHighToronto, Australia2026-11-03
Integrated Advisors Network LLC
13,414$480.4K0.0%GrowthMediumDallas, TX2026-10-20
Swiss Life Asset Management Ltd
13,312$476.7K0.0%CoreLowZurich, Switzerland2026-11-03
James Investment Research, Inc.
12,900$461.9K0.0%CoreLowAlpha, OH2026-10-22
Evergreen Capital Management LLC
12,823$459.2K0.0%GARPMediumBellevue, WA2026-10-23
HB Wealth Management, LLC
12,640$452.6K0.0%IndexVery LowAtlanta, GA2026-10-23
J.Safra Asset Management Corp
12,518$448.3K0.0%ETFLowNew York, NY2026-11-03
Sage Capital Management, LLC
11,590$415.1K0.2%ETFLowStockton, NJ2026-10-20
Choreo, LLC
11,382$407.9K0.0%IndexLowRockford, IL2026-10-28
VestGen Advisors, LLC
10,864$389.0K0.0%GrowthMediumChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
10,803$386.8K0.0%GrowthMediumTampa, FL2026-10-16
MGO One Seven LLC
10,594$379.4K0.0%GrowthLowBeachwood, OH2026-10-28
Elevation Point Wealth Partners, LLC
10,401$372.8K0.0%CoreHighDenver, CO2026-11-05
Vise Technologies, Inc.
10,396$372.3K0.0%IndexLowNew York, NY2026-10-29
Avantra Family Wealth, Inc.
9,999$358.1K0.2%CoreMediumMechanicsburg, PA2026-10-20
CenterBook Partners LP
9,817$351.5K0.0%ValueVery HighGreenwich, CT2026-11-02
IFP Advisors, Inc
8,919$319.4K0.0%GrowthLowTampa, FL2026-10-16
Norden Group LLC
8,804$315.3K0.0%GrowthMediumProvo, UT2026-10-20
Independent Financial Group, LLC
8,164$292.4K0.0%GrowthLowSan Diego, CA2026-10-13
Crossmark Global Holdings, Inc.
8,134$291.3K0.0%GARPMediumHouston, TX2026-10-21
Park Avenue Securities LLC
8,004$2870.0%ETFMediumNew York, NY2026-10-26
Prospera Financial Services Inc
7,956$293.3K0.0%CoreMediumDallas, TX2026-11-04
Sowell Financial Services LLC
7,590$271.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Wedbush Securities Inc
7,356$2630.0%CoreLowPasadena, CA2026-10-22
Wedmont Private Capital
7,168$257.2K0.0%IndexVery LowWest Chester, PA2026-10-09
M&G Plc
6,995$251.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Somerset Trust Co
6,811$243.9K0.1%CoreVery LowSomerset, PA2026-10-13
111 Capital
6,662$238.6K0.0%CoreVery HighParis, India2026-11-03
Pinnacle Associates LTD
6,644$237.9K0.0%CoreLowNew York, NY2026-10-20
Wealthcare Advisory Partners LLC
6,461$231.4K0.0%ETFLowWest Chester, PA2026-10-21
Central Pacific Bank - Trust Division
6,390$228.8K0.0%CoreMediumHonolulu, HI2026-10-06
Fifth Third Wealth Advisors LLC
6,316$226.2K0.0%IndexVery LowCincinnati, OH2026-10-22
BCO Wealth Management LLC
6,200$222.0K0.1%ETFLowCarlsbad, NM2026-10-14
KBC Group NV
6,043$2160.0%CoreMediumBrussels, Czech Republic2026-10-22
Truist Financial Corp
5,876$210.4K0.0%CoreLowCharlotte, NC2026-10-30
North Dakota State Investment Board
5,860$209.8K0.0%GrowthMediumBismarck, ND2026-10-27
CIBC Asset Management Inc
5,810$208.1K0.0%GARPLowToronto, South Africa2026-11-05
Register Financial Advisors LLC
5,650$202.3K0.1%GARPLowAtlanta, GA2026-10-23
Visionary Wealth Advisors
5,589$200.1K0.0%ETFLowO'Fallon, IL2026-11-04
Sterling Capital Management LLC
5,559$199.1K0.0%GARPMediumCharlotte, NC2026-10-22
Ninety One UK Ltd
4,950$177.3K0.0%CoreMediumLondon, United Kingdom2026-10-15
Fulcrum Asset Management LLP
4,464$164.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Larson Financial Group LLC
4,082$146.2K0.0%GrowthLowSt Louis, MO2026-11-05
Canton Hathaway, LLC
4,000$143.2K0.0%ValueLowProvidence, RI2026-10-23
Gamma Investing LLC
3,711$132.9K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
3,364$120.5K0.0%IndexLowSan Francisco, CA2026-11-03
Bank of New Hampshire
3,100$111.0K0.0%CoreLowLaconia, NH2026-10-06
EverSource Wealth Advisors, LLC
3,077$110.2K0.0%CoreMediumBirmingham, AL2026-11-04
Gold Investment Management Ltd.
2,770$99.2K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Hilltop National Bank
2,677$95.9K0.0%CoreLowCasper, WY2026-10-14
GF Fund Management Co. Ltd.
2,575$92.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Pinnacle Wealth Planning Services, Inc.
2,568$92.0K0.0%GARPLowMansfield, OH2026-10-27
Simplex Trading, LLC
2,550$91.3K0.0%CoreVery HighChicago, IL2026-11-04
Cape Investment Advisory, Inc.
2,141$76.7K0.0%ETFLowMcdonough, GA2026-10-13
Clean Yield Group
1,823$65.3K0.0%CoreLowNorwich, VT2026-10-28
SJS Investment Consulting Inc.
1,817$65.1K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
1,740$62.3K0.0%IndexLowAtlanta, GA2026-10-23
Caitong International Asset Management Co., Ltd
1,625$58.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parkside Financial Bank & Trust
1,584$56.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
1,471$52.7K0.0%ETFMediumEncinitas, CA2026-10-21
Coastline Trust Co
1,400$50.1K0.0%GrowthVery LowProvidence, RI2026-10-01
Proathlete Wealth Management LLC
1,384$49.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Essential Partners LLC
1,074$38.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hoese & Co LLP
1,025$36.7K0.0%ETFLowGlencoe, MN2026-10-21
Next Level Wealth Planning, LLC
1,000$35.8K0.0%ETFVery LowMeridian, ID2026-10-29
Global X Japan Co., Ltd.
918$32.9K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Tsfg, LLC
881$320.0%ETFLowLake Forest, IL2026-10-23
Versant Capital Management, Inc
772$27.6K0.0%GARPLowPhoenix, AZ2026-10-02
Private Trust Co NA
677$24.2K0.0%CoreLowCleveland, OH2026-10-20
Cassaday & Co Wealth Management LLC
625$22.4K0.0%ETFVery LowMclean, VA2026-10-27
Valley National Advisers Inc
535$19.2K0.0%ETFLowBethlehem, PA2026-10-23
Hickory Point Bank & Trust
500$17.9K0.0%CoreVery LowDecatur, IL2026-10-01
Wolff Wiese Magana LLC
462$16.5K0.0%GrowthLowCarslbad, CA2026-10-15
TD Waterhouse Canada Inc.
369$13.2K0.0%CoreLowToronto, Australia2026-10-16
Arlington Trust Co LLC
324$11.6K0.0%ETFMediumBirmingham, AL2026-10-20
Independence Bank of Kentucky
321$11.5K0.0%GrowthLowOwensboro, KY2026-10-26
Elyxium Wealth, LLC
310$11.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Burk Holdings LLC
306$11.0K0.0%ETFVery LowTulsa, OK2026-11-05
Mirae Asset Global Investments Co., Ltd.
301$10.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Rossby Financial, LCC
294$10.5K0.0%ETFMediumMelbourne, FL2026-11-05
Covestor Ltd
283$100.0%ValueHighLondon, United Kingdom2026-10-30
WPG Advisers, LLC
279$10.0K0.0%CoreLowBaltimore, MD2026-10-27
KFG LLC
274$9.8K0.0%ETFN/ARapid City, SD2026-11-02
Bell Investment Advisors, Inc
271$9.7K0.0%ETFVery LowOrinda, CA2026-10-29
Concord Wealth Partners
247$8.9K0.0%GrowthLowAbingdon, VA2026-11-02
Cedar Mountain Advisors, LLC
244$8.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Owl Creek Wealth Partners LLC
215$7.7K0.0%IndexLowGreenwood Village, CO2026-10-20
GK Wealth Management LLC
207$7.4K0.0%GARPVery HighReno, NV2026-10-09
Cullen T Bankers, Inc.
207$7.4K0.0%GrowthLowSan Antonio, TX2026-10-28
West Branch Capital LLC
206$7.4K0.0%GrowthVery LowAmherst, MA2026-10-20
Ascentis Wealth Management, LLC
201$7.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Godsey & Gibb, Inc
200$7.2K0.0%CoreLowRichmond, VA2026-10-14
Provenance Wealth Advisors, LLC
196$7.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Physician Wealth Advisors, Inc.
195$7.0K0.0%ETFMediumMidvale, UT2026-10-20
Archer Investment Corp
191$6.8K0.0%CoreMediumCarmel, IN2026-11-05
Farmers & Merchants Investments Inc
160$5.7K0.0%CoreVery LowLincoln, NE2026-10-22
Chung Wu Investment Group, LLC
150$5.4K0.0%GrowthMediumSugar Land, TX2026-11-03
Trust Co of Vermont
145$5.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Mather Group, Llc.
138$4.9K0.0%ETFMediumChicago, IL2026-10-14
American Capital Advisory, LLC
134$4.8K0.0%ETFLowKetchum, ID2026-10-28
Evolution Wealth Management Inc.
129$4.6K0.0%ETFMediumFort Myers, FL2026-10-28
MassMutual Private Wealth & Trust, FSB
126$4.5K0.0%CoreLowSpringfield, MA2026-10-05
High Note Wealth, LLC
116$4.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Avion Wealth
113$40.0%ETFLowThe Woodlands, TX2026-11-04
True Wealth Design, LLC
94$3.4K0.0%ETFMediumAkron, OH2026-10-13
Hurley Capital, LLC
91$3.3K0.0%GARPMediumNew York, NY2026-11-05
Buck Wealth Strategies, LLC
90$3.2K0.0%ValueMediumDenver, CO2026-10-28
First Horizon Corp
79$2.8K0.0%CoreLowMemphis, TN2026-10-26
Capital Advisors, Ltd. LLC
78$30.0%ETFLowShaker Heights, OH2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
67$2.4K0.0%GrowthMediumIndianapolis, IN2026-10-14
New England Capital Financial Advisors LLC
66$2.3K0.0%ETFLowMeriden, CT2026-11-03
UMB Private Wealth Management, LLC
64$2.3K0.0%GrowthN/AKansas City, MO2026-10-19
Transce3nd, LLC
64$2.3K0.0%GrowthLowBuda, TX2026-10-26
Cromwell Holdings LLC
57$2.1K0.0%IndexLowJackson, WY2026-10-28
Hager Investment Management Services, LLC
45$1.6K0.0%GrowthMediumNew London, NH2026-11-04
Golden State Wealth Management, LLC
44$1.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Sunrise Financial Services, LLC
43$1.5K0.0%ETFMediumBurien, WA2026-10-21
Montag A & Associates Inc
40$1.4K0.0%CoreLowAtlanta, GA2026-10-29
Financial Network Wealth Advisors LLC
36$1.3K0.0%ETFLowMurray, UT2026-10-28
Bare Financial Services, Inc
35$1.3K0.0%ETFVery LowGap, PA2026-11-04
JFS Wealth Advisors, LLC
35$1.3K0.0%ETFVery LowHermitage, PA2026-11-03
Silver Grove Financial Group, Inc.
30$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Princeton Global Asset Management LLC
30$1.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Salomon & Ludwin, LLC
30$1.1K0.0%ETFVery LowRichmond, VA2026-10-29
Reap Financial Group, LLC
27$9670.0%ETFLowAustin, TX2026-11-02
CoreCap Advisors, LLC
27$9780.0%ETFMediumSouthfield, MI2026-10-08
Oakworth Capital, Inc.
27$9670.0%ETFLowBirmingham, AL2026-10-26
Hughes Financial Services, LLC
18$6710.0%ETFLowHerndon, VA2026-10-30
Financial Management Professionals, Inc.
16$5790.0%ETFMediumAustin, TX2026-10-23
Marquette Asset Management, LLC
14$5020.0%ETFVery LowMinneapolis, MN2026-10-09
North Star Investment Management Corp.
13$4660.0%CoreLowChicago, IL2026-10-27
Harbor Investment Advisory, LLC
12$4300.0%GrowthLowLutherville, MD2026-10-13
Meriwether Wealth & Planning, LLC
11$3940.0%ETFMediumMinden, LA2026-10-13
Pacific Center for Financial Services
9$3230.0%ETFMediumDanville, CA2026-10-15
Signature Equity Partners, LLC
7$2660.0%GrowthMediumColumbus, OH2026-10-29
3 Factor Indexing, LLC
5$1800.0%ETFLowSacramento, CA2026-10-15
Planning Strategies Inc.
4$1430.0%ETFN/ALancaster, PA2026-10-02
Blue Trust, Inc.
4$1430.0%ETFLowBrentwood, TN2026-10-15
Quaker Wealth Management, LLC
4$1440.0%ETFMediumMoorestown, NJ2026-10-22
Triumph Capital Management
4$1430.0%ETFMediumDenver, CO2026-10-14
TFC Financial Management, Inc.
1$360.0%ETFVery LowBoston, MA2026-10-26
Grove Bank & Trust
1$360.0%ETFLowMiami, FL2026-10-08