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Starwood Property Trust Inc (STWD)

CUSIP: 85571B105 | NYSE | Real Estate · REIT - Mortgage | Mid Cap | 1861 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
13GVanguard Capital Management LLC18,561,5085.0%New 5%+ stakeSep 30, 202692d ahead of 13F (15,779,112 sh) · +2,782,396
13GVanguard Capital Management LLC18,561,508
5.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (15,779,112 sh) · +2,782,396

Institutional Holders — Q3 2026

Leeward Investments, LLC - MA1,125,541
0.8% of portfolio›$15.2M
CapWealth Advisors, LLC961,645
1.0% of portfolio›$13.0M
Principal Financial Group Inc799,456
0.0% of portfolio›$10.8M
SkyOak Wealth, LLC637,830
1.4% of portfolio›$8.6M
Wealth Enhancement Advisory Services, LLC591,537
0.0% of portfolio›$7.4M
Oak Thistle LLC383,395
0.5% of portfolio›$5.2M
Retirement Systems of Alabama358,900
0.0% of portfolio›$4.8M
Independent Financial Group, LLC327,772
0.1% of portfolio›$4.4M
Concurrent Investment Advisors, LLC322,592
0.0% of portfolio›$4.4M
OmniStar Financial Group, Inc.311,081
1.8% of portfolio›$4.2M
Adams Asset Advisors, LLC299,901
0.4% of portfolio›$4.0M
Kestra Advisory Services, LLC284,544
0.0% of portfolio›$3.8M
Premier Fund Managers Ltd230,000
0.0% of portfolio›$3.3K
GFS Advisors, LLC214,770
0.3% of portfolio›$2.9M
Edgemoor Investment Advisors, Inc.203,893
0.2% of portfolio›$2.8M
Lake Street Private Wealth, LLC196,150
0.3% of portfolio›$2.6M
RFG Advisory, LLC195,882
0.0% of portfolio›$2.6M
KBC Group NV185,005
0.0% of portfolio›$2.5K
Lido Advisors, LLC184,749
0.0% of portfolio›$2.5M
United Advisor Group, LLC179,305
0.2% of portfolio›$2.4M
GraniteShares Advisors LLC169,466
1.5% of portfolio›$2.3M
Creative Planning167,881
0.0% of portfolio›$2.3M
Carmel Capital Partners, LLC161,397
0.8% of portfolio›$2.2M
Focused Wealth Management, Inc160,962
0.2% of portfolio›$2.2M
Kestra Investment Management, LLC156,651
0.0% of portfolio›$2.1M
Amalgamated Bank155,376
0.0% of portfolio›$2.1K
Grange Capital, LLC153,713
1.9% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.146,247
0.0% of portfolio›$2.0K
KMG Fiduciary Partners, LLC140,134
0.2% of portfolio›$1.9M
Corrado Advisors, LLC133,546
0.9% of portfolio›$1.8M
Mutual of America Capital Management LLC126,823
0.0% of portfolio›$1.7M
Parallel Advisors, LLC125,963
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC120,573
0.0% of portfolio›$1.6M
New York State Teachers Retirement System118,577
0.0% of portfolio›$1.6K
Aljian Capital Management, LLC112,633
0.3% of portfolio›$1.5M
Collar Capital Management, LLC110,042
0.9% of portfolio›$1.5M
Adell Harriman & Carpenter Inc109,157
0.1% of portfolio›$1.5M
Yousif Capital Management, LLC106,163
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System103,400
0.0% of portfolio›$1.4M
Diversify Advisory Services, LLC100,309
0.0% of portfolio›$1.3M
Diversify Wealth Management, LLC100,309
0.0% of portfolio›$1.3M
Arizona State Retirement System99,230
0.0% of portfolio›$1.3M
Aviance Capital Partners, LLC93,032
0.1% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS83,056
0.0% of portfolio›$1.1M
State of Michigan Retirement System81,600
0.0% of portfolio›$1.1M
Neos Investment Management LLC80,553
0.0% of portfolio›$1.1M
International Assets Investment Management, LLC80,341
0.1% of portfolio›$1.1M
Xponance LLC74,001
0.0% of portfolio›$999.0K
Ethic Inc.72,671
0.0% of portfolio›$981.1K
Oregon Public Employees Retirement Fund72,074
0.0% of portfolio›$973.0K
Apella Capital, LLC68,354
0.0% of portfolio›$865.4K
Park Avenue Securities LLC63,481
0.0% of portfolio›$857
D.A. Davidson & Co.62,863
0.0% of portfolio›$848.7K
Apollon Wealth Management, LLC60,887
0.0% of portfolio›$822.0K
MGO One Seven LLC59,160
0.0% of portfolio›$798.7K
Pictet Asset Management Holding SA57,251
0.0% of portfolio›$772.9K
Farther Finance Advisors, LLC57,081
0.0% of portfolio›$770.6K
GoalVest Advisory LLC55,147
0.1% of portfolio›$744.5K
Truist Financial Corp53,621
0.0% of portfolio›$723.9K
Citigroup Inc50,265
0.0% of portfolio›$678.6K
Daymark Wealth Partners, LLC46,504
0.0% of portfolio›$627.8K
HB Wealth Management, LLC44,675
0.0% of portfolio›$593.1K
Miller Global Investments, LLC44,332
0.5% of portfolio›$598.5K
WealthBridge Capital Management, LLC43,990
0.1% of portfolio›$593.9K
Woodward Diversified Capital, LLC42,348
0.2% of portfolio›$571.7K
E&G Advisors, LLC42,134
0.1% of portfolio›$568.8K
InTrack Investment Management Inc41,337
0.3% of portfolio›$558.1K
Accel Wealth Management39,394
0.1% of portfolio›$531.8K
Vision Financial Markets LLC37,700
0.4% of portfolio›$508.1K
Red Spruce Capital, LLC36,588
0.2% of portfolio›$493.9K
Signaturefd, LLC35,378
0.0% of portfolio›$477.6K
William John Sempolinski34,177
0.2% of portfolio›$461.4K
State of Alaska, Department of Revenue32,965
0.0% of portfolio›$445
Nisa Investment Advisors, LLC32,754
0.0% of portfolio›$457.9K
Promethium Advisors,llc30,846
0.2% of portfolio›$431.2K
Elevation Point Wealth Partners, LLC29,825
0.0% of portfolio›$417.0K
MCF Advisors LLC28,842
0.0% of portfolio›$403.2K
Svrn Asset Management, LLC28,200
0.2% of portfolio›$380.7K
Pinion Investment Advisors, LLC28,060
0.1% of portfolio›$378.8K
1620 Investment Advisors, Inc.28,043
0.2% of portfolio›$378.6K
Kennicott Capital Management LLC27,240
0.2% of portfolio›$367.7K
Baker Ellis Asset Management LLC26,425
0.0% of portfolio›$356.7K
Wealth Quarterback LLC25,236
0.1% of portfolio›$340.7K
Simplex Trading, LLC24,999
0.0% of portfolio›$337.5K
Oppenheimer & Co Inc24,519
0.0% of portfolio›$331.0K
Swiss Life Asset Management Ltd23,954
0.0% of portfolio›$323.4K
Virginia Retirement Systems ET Al23,300
0.0% of portfolio›$314.6K
Wedmont Private Capital23,178
0.0% of portfolio›$295.5K
Prospera Financial Services Inc23,128
0.0% of portfolio›$282.3K
Peak Financial Advisors LLC22,075
0.1% of portfolio›$298.0K
Gables Capital Management Inc.21,975
0.1% of portfolio›$296.7K
Focus Financial Network, Inc.21,814
0.0% of portfolio›$294.5K
StoneX Group Inc.20,119
0.0% of portfolio›$315.3K
Provenance Wealth Advisors, LLC19,248
0.0% of portfolio›$259.8K
MeadowBrook Investment Advisors LLC18,310
0.2% of portfolio›$230.3K
Leo Wealth, LLC18,293
0.1% of portfolio›$247.0K
Acorn Wealth Advisors, LLC16,807
0.1% of portfolio›$226.9K
Novem Group16,682
0.0% of portfolio›$225.2K
HUB Investment Partners, LLC16,109
0.0% of portfolio›$217.5K
Chicago Trust Co NA14,800
0.0% of portfolio›$199.8K
Fifth Third Wealth Advisors LLC13,882
0.0% of portfolio›$187.4K
Westbourne Investment Advisors, Inc.13,800
0.0% of portfolio›$186.3K
DekaBank Deutsche Girozentrale13,759
0.0% of portfolio›$188
ProShare Advisors LLC13,223
0.0% of portfolio›$178.5K
WMG Financial Advisors, LLC13,007
0.1% of portfolio›$213.1K
Sterling Capital Management LLC12,749
0.0% of portfolio›$172.1K
Morey & Quinn Wealth Partners, LLC12,703
0.1% of portfolio›$171.5K
Praxis Investment Management Inc12,605
0.0% of portfolio›$170
J.P. Marvel Investment Advisors, LLC12,500
0.0% of portfolio›$168.8K
B. Riley Wealth Advisors, Inc.11,978
0.0% of portfolio›$161.7K
Commerce Advisors, LLC11,970
0.1% of portfolio›$161.6K
Samalin Investment Counsel, LLC11,364
0.0% of portfolio›$153.4K
Lazari Capital Management, Inc.11,349
0.0% of portfolio›$153.2K
Crossmark Global Holdings, Inc.11,214
0.0% of portfolio›$151.4K
Firethorn Wealth Partners, LLC10,774
0.0% of portfolio›$145.4K
Peddock Capital Advisors, LLC10,760
0.0% of portfolio›$145.3K
Summit Financial Strategies, Inc.10,718
0.0% of portfolio›$144.7K
North Dakota State Investment Board10,706
0.0% of portfolio›$144.5K
NorthCrest Asset Manangement, LLC10,538
0.0% of portfolio›$134.4K
Purus Wealth Management, LLC10,501
0.0% of portfolio›$141.8K
Gamma Investing LLC10,395
0.0% of portfolio›$140.3K
Spire Wealth Management8,500
0.0% of portfolio›$114.8K
Covestor Ltd8,167
0.0% of portfolio›$110
IFP Advisors, Inc7,790
0.0% of portfolio›$105.2K
Valley Wealth Managers, Inc.7,242
0.0% of portfolio›$97.8K
Versant Capital Management, Inc7,142
0.0% of portfolio›$96.4K
DT Investment Partners, LLC6,700
0.0% of portfolio›$90.5K
Fulcrum Asset Management LLP6,481
0.0% of portfolio›$93.1K
Private Trust Co NA6,232
0.0% of portfolio›$84.1K
Wilmington Savings Fund Society, FSB5,600
0.0% of portfolio›$75.6K
Strs Ohio4,802
0.0% of portfolio›$64.8K
Spirit of America Management Corp4,500
0.0% of portfolio›$60.8K
Chilton Capital Management LLC3,859
0.0% of portfolio›$52.1K
Pension & Wealth Management Advisors, Inc.3,500
0.0% of portfolio›$47.3K
Lanark Financial, Inc.3,497
0.0% of portfolio›$47.2K
North Star Investment Management Corp.3,410
0.0% of portfolio›$46.0K
EverSource Wealth Advisors, LLC3,367
0.0% of portfolio›$45.5K
Parkside Financial Bank & Trust2,348
0.0% of portfolio›$31.7K
Smallwood Wealth Investment Management, LLC2,000
0.0% of portfolio›$27.0K
CX Institutional1,650
0.0% of portfolio›$22
Essential Investment Partners LLC1,532
0.0% of portfolio›$20.7K
TD Private Client Wealth LLC1,362
0.0% of portfolio›$18.4K
Alpine Bank Wealth Management1,320
0.0% of portfolio›$17.8K
Cedar Mountain Advisors, LLC1,306
0.0% of portfolio›$17.6K
Cassaday & Co Wealth Management LLC1,206
0.0% of portfolio›$16.3K
Pacific Center for Financial Services1,200
0.0% of portfolio›$16.2K
TD Waterhouse Canada Inc.1,056
0.0% of portfolio›$13.9K
Quest 10 Wealth Builders, Inc.1,044
0.0% of portfolio›$14.1K
Assetmark, Inc1,016
0.0% of portfolio›$13.7K
Hurley Capital, LLC1,003
0.0% of portfolio›$13.5K
Carnegie Lake Advisors LLC952
0.3% of portfolio›$840.0K
Trust Co of Toledo NA939
0.0% of portfolio›$12.7K
Root Financial Partners, LLC918
0.0% of portfolio›$12.4K
Murphy & Mullick Capital Management Corp828
0.0% of portfolio›$11.2K
Center for Financial Planning, Inc.805
0.0% of portfolio›$10.9K
Triumph Capital Management800
0.0% of portfolio›$10.8K
Farmers & Merchants Investments Inc793
0.0% of portfolio›$10.7K
Mountain Hill Investment Partners Corp.760
0.0% of portfolio›$10.3K
CoreCap Advisors, LLC724
0.0% of portfolio›$9.8K
Elevation Wealth Partners, LLC607
0.0% of portfolio›$8.2K
Pinnacle Wealth Planning Services, Inc.605
0.0% of portfolio›$8.2K
Essential Partners LLC544
0.0% of portfolio›$7.3K
Proathlete Wealth Management LLC542
0.0% of portfolio›$7.3K
City State Bank530
0.0% of portfolio›$7.2K
Nemes Rush Group LLC521
0.0% of portfolio›$7.0K
IFS Advisors, LLC480
0.0% of portfolio›$6.5K
SJS Investment Consulting Inc.412
0.0% of portfolio›$5.6K
Hazlett, Burt & Watson, Inc.400
0.0% of portfolio›$5
Wealth Enhancement Trust Services, Inc.387
0.0% of portfolio›$5.2K
Barrett & Company, Inc.375
0.0% of portfolio›$5.1K
Mitsubishi UFJ Asset Management Co., Ltd.363
0.0% of portfolio›$4.9K
Elevated Capital Advisors, LLC322
0.0% of portfolio›$4.3K
Signature Equity Partners, LLC317
0.0% of portfolio›$4.3K
Signature Resources Capital Management, LLC283
0.0% of portfolio›$3.8K
Abound Wealth Management250
0.0% of portfolio›$3.4K
True Wealth Design, LLC215
0.0% of portfolio›$2.9K
UMB Private Wealth Management, LLC208
0.0% of portfolio›$2.8K
Retirement Wealth Solutions LLC201
0.0% of portfolio›$2.7K
Country Trust Bank200
0.0% of portfolio›$2.7K
Nfsg Corp200
0.0% of portfolio›$2.7K
Wilkerson Advisory Group LLC200
0.0% of portfolio›$2.7K
Grove Bank & Trust194
0.0% of portfolio›$2.6K
Ares Financial Consulting, LLC164
0.0% of portfolio›$2.2K
Ascentis Wealth Management, LLC147
0.0% of portfolio›$2.0K
Marquette Asset Management, LLC142
0.0% of portfolio›$1.9K
Kingdom Financial Group Llc.128
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.100
0.0% of portfolio›$1.4K
Cromwell Holdings LLC99
0.0% of portfolio›$1.4K
WPG Advisers, LLC75
0.0% of portfolio›$1.0K
NBT Bank, N.A.74
0.0% of portfolio›$1.0K
Bell Investment Advisors, Inc71
0.0% of portfolio›$959
Brown, Lisle Ings, Inc.66
0.0% of portfolio›$891
Elyxium Wealth, LLC60
0.0% of portfolio›$810
Ascentis Independent Advisors46
0.0% of portfolio›$628
Breakwater Investment Management35
0.0% of portfolio›$473
Leonteq Securities AG31
0.0% of portfolio›$418
American Capital Advisory, LLC27
0.0% of portfolio›$365
James T. Borello RIA12
0.0% of portfolio›$162
Gilpin Wealth Management, LLC4
0.0% of portfolio›$54
MV Capital Management, Inc.3
0.0% of portfolio›$41
StyleTurnoverLocationFiled
Leeward Investments, LLC - MA
1,125,541$15.2M0.8%Deep ValueLowBoston, MA2026-10-23
CapWealth Advisors, LLC
961,645$13.0M1.0%CoreLowFranklin, TN2026-10-05
Principal Financial Group Inc
799,456$10.8M0.0%CoreLowDes Moines, IA2026-11-02
SkyOak Wealth, LLC
637,830$8.6M1.4%ETFLowSouthfield, MI2026-10-28
Wealth Enhancement Advisory Services, LLC
591,537$7.4M0.0%CoreLowPlymouth, MN2026-10-13
Oak Thistle LLC
383,395$5.2M0.5%ValueVery HighNew York, NY2026-10-21
Retirement Systems of Alabama
358,900$4.8M0.0%IndexLowMontgomery, AL2026-11-04
Independent Financial Group, LLC
327,772$4.4M0.1%GrowthLowSan Diego, CA2026-10-13
Concurrent Investment Advisors, LLC
322,592$4.4M0.0%GrowthMediumTampa, FL2026-10-16
OmniStar Financial Group, Inc.
311,081$4.2M1.8%ValueHighWilmington, NC2026-10-26
Adams Asset Advisors, LLC
299,901$4.0M0.4%YieldMediumDallas, TX2026-10-08
Kestra Advisory Services, LLC
284,544$3.8M0.0%CoreLowAustin, TX2026-11-02
Premier Fund Managers Ltd
230,000$3.3K0.0%MomentumMediumLondon, United Kingdom2026-11-02
GFS Advisors, LLC
214,770$2.9M0.3%CoreLowHouston, TX2026-11-03
Edgemoor Investment Advisors, Inc.
203,893$2.8M0.2%CoreVery LowBethesda, MD2026-11-03
Lake Street Private Wealth, LLC
196,150$2.6M0.3%GrowthLowChicago, IL2026-10-22
RFG Advisory, LLC
195,882$2.6M0.0%ETFMediumBirmingham, AL2026-11-03
KBC Group NV
185,005$2.5K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Lido Advisors, LLC
184,749$2.5M0.0%GrowthLowLos Angeles, CA2026-11-04
United Advisor Group, LLC
179,305$2.4M0.2%ETFLowCincinnati, OH2026-11-03
GraniteShares Advisors LLC
169,466$2.3M1.5%YieldMediumNew York, NY2026-10-29
Creative Planning
167,881$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Carmel Capital Partners, LLC
161,397$2.2M0.8%ValueMediumSan Diego, CA2026-11-03
Focused Wealth Management, Inc
160,962$2.2M0.2%ETFLowNewburgh, NY2026-10-30
Kestra Investment Management, LLC
156,651$2.1M0.0%ETFMediumAustin, TX2026-11-04
Amalgamated Bank
155,376$2.1K0.0%CoreVery LowNew York, NY2026-10-23
Grange Capital, LLC
153,713$2.1M1.9%GrowthMediumBeaverton, OR2026-10-20
Cambridge Investment Research Advisors, Inc.
146,247$2.0K0.0%ETFLowFairfield, IA2026-11-02
KMG Fiduciary Partners, LLC
140,134$1.9M0.2%GrowthLowToledo, OH2026-10-14
Corrado Advisors, LLC
133,546$1.8M0.9%CoreMediumRamsey, NJ2026-10-27
Mutual of America Capital Management LLC
126,823$1.7M0.0%IndexLowNew York, NY2026-10-23
Parallel Advisors, LLC
125,963$1.7M0.0%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
120,573$1.6M0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
118,577$1.6K0.0%CoreVery LowAlbany, NY2026-10-22
Aljian Capital Management, LLC
112,633$1.5M0.3%GrowthVery LowCarson City, NV2026-10-28
Collar Capital Management, LLC
110,042$1.5M0.9%ValueLowAppleton, WI2026-10-28
Adell Harriman & Carpenter Inc
109,157$1.5M0.1%GrowthVery LowHouston, TX2026-11-02
Yousif Capital Management, LLC
106,163$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Louisiana State Employees Retirement System
103,400$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Diversify Advisory Services, LLC
100,309$1.3M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
100,309$1.3M0.0%GrowthMediumSandy, UT2026-10-20
Arizona State Retirement System
99,230$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Aviance Capital Partners, LLC
93,032$1.3M0.1%CoreLowNaples, FL2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
83,056$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
81,600$1.1M0.0%IndexLowEast Lansing, MI2026-10-27
Neos Investment Management LLC
80,553$1.1M0.0%IndexVery LowWestport, CT2026-11-04
International Assets Investment Management, LLC
80,341$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Xponance LLC
74,001$999.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ethic Inc.
72,671$981.1K0.0%CoreLowNew York, NY2026-11-03
Oregon Public Employees Retirement Fund
72,074$973.0K0.0%IndexVery LowTigard, OR2026-10-30
Apella Capital, LLC
68,354$865.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Park Avenue Securities LLC
63,481$8570.0%ETFMediumNew York, NY2026-10-26
D.A. Davidson & Co.
62,863$848.7K0.0%CoreLowGreat Falls, MT2026-10-28
Apollon Wealth Management, LLC
60,887$822.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
MGO One Seven LLC
59,160$798.7K0.0%GrowthLowBeachwood, OH2026-10-28
Pictet Asset Management Holding SA
57,251$772.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Farther Finance Advisors, LLC
57,081$770.6K0.0%IndexLowSan Francisco, CA2026-10-08
GoalVest Advisory LLC
55,147$744.5K0.1%ETFMediumNew York, NY2026-10-02
Truist Financial Corp
53,621$723.9K0.0%CoreLowCharlotte, NC2026-10-30
Citigroup Inc
50,265$678.6K0.0%CoreMediumNew York, NY2026-11-04
Daymark Wealth Partners, LLC
46,504$627.8K0.0%CoreLowCincinnati, OH2026-11-04
HB Wealth Management, LLC
44,675$593.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Miller Global Investments, LLC
44,332$598.5K0.5%ValueMediumDallas, TX2026-10-02
WealthBridge Capital Management, LLC
43,990$593.9K0.1%ETFLowWesterville, OH2026-10-16
Woodward Diversified Capital, LLC
42,348$571.7K0.2%CoreLowBakersfield, CA2026-10-21
E&G Advisors, LLC
42,134$568.8K0.1%ETFVery LowHouston, TX2026-10-13
InTrack Investment Management Inc
41,337$558.1K0.3%GrowthMediumSouth Burlington, VT2026-10-15
Accel Wealth Management
39,394$531.8K0.1%ETFLowWaverly, IA2026-10-13
Vision Financial Markets LLC
37,700$508.1K0.4%CoreLowStamford, CT2026-10-22
Red Spruce Capital, LLC
36,588$493.9K0.2%GrowthMediumBerwyn, PA2026-10-07
Signaturefd, LLC
35,378$477.6K0.0%IndexLowAtlanta, GA2026-10-23
William John Sempolinski
34,177$461.4K0.2%MomentumLowEaston, MA2026-10-20
State of Alaska, Department of Revenue
32,965$4450.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
32,754$457.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Promethium Advisors,llc
30,846$431.2K0.2%CoreLowBethesda, MD2026-10-19
Elevation Point Wealth Partners, LLC
29,825$417.0K0.0%CoreHighDenver, CO2026-11-05
MCF Advisors LLC
28,842$403.2K0.0%ETFLowLexington, KY2026-10-28
Svrn Asset Management, LLC
28,200$380.7K0.2%ETFVery LowAustin, TX2026-11-02
Pinion Investment Advisors, LLC
28,060$378.8K0.1%ETFLowWichita, KS2026-11-04
1620 Investment Advisors, Inc.
28,043$378.6K0.2%ValueLowPlymouth, MA2026-11-04
Kennicott Capital Management LLC
27,240$367.7K0.2%ETFVery LowLarkspur, CA2026-10-16
Baker Ellis Asset Management LLC
26,425$356.7K0.0%GARPVery LowVancouver, WA2026-10-14
Wealth Quarterback LLC
25,236$340.7K0.1%ETFMediumToms River, NJ2026-10-20
Simplex Trading, LLC
24,999$337.5K0.0%CoreVery HighChicago, IL2026-11-04
Oppenheimer & Co Inc
24,519$331.0K0.0%CoreLowNew York, NY2026-10-26
Swiss Life Asset Management Ltd
23,954$323.4K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
23,300$314.6K0.0%CoreMediumRichmond, VA2026-10-28
Wedmont Private Capital
23,178$295.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Prospera Financial Services Inc
23,128$282.3K0.0%CoreMediumDallas, TX2026-11-04
Peak Financial Advisors LLC
22,075$298.0K0.1%CoreHighDenver, CO2026-10-28
Gables Capital Management Inc.
21,975$296.7K0.1%GrowthVery LowMiami, FL2026-11-04
Focus Financial Network, Inc.
21,814$294.5K0.0%ETFLowMinneapolis, MN2026-10-14
StoneX Group Inc.
20,119$315.3K0.0%ETFMediumNew York, NY2026-11-03
Provenance Wealth Advisors, LLC
19,248$259.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
MeadowBrook Investment Advisors LLC
18,310$230.3K0.2%CoreLowLivonia, MI2026-10-29
Leo Wealth, LLC
18,293$247.0K0.1%CoreLowHurst, TX2026-10-26
Acorn Wealth Advisors, LLC
16,807$226.9K0.1%ETFLowGrand Blanc, MI2026-10-19
Novem Group
16,682$225.2K0.0%ETFMediumRochester, NY2026-10-19
HUB Investment Partners, LLC
16,109$217.5K0.0%GrowthLowAustin, TX2026-11-03
Chicago Trust Co NA
14,800$199.8K0.0%CoreLowGrayslake, IL2026-10-28
Fifth Third Wealth Advisors LLC
13,882$187.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Westbourne Investment Advisors, Inc.
13,800$186.3K0.0%GARPLowAnnapolis, MD2026-10-20
DekaBank Deutsche Girozentrale
13,759$1880.0%CoreLowFrankfurt, Hong Kong2026-10-27
ProShare Advisors LLC
13,223$178.5K0.0%GrowthLowBethesda, MD2026-10-29
WMG Financial Advisors, LLC
13,007$213.1K0.1%ETFLowKnoxville, TN2026-10-28
Sterling Capital Management LLC
12,749$172.1K0.0%GARPMediumCharlotte, NC2026-10-22
Morey & Quinn Wealth Partners, LLC
12,703$171.5K0.1%CoreVery LowOmaha, NE2026-10-28
Praxis Investment Management Inc
12,605$1700.0%CoreLowGoshen, IN2026-11-03
J.P. Marvel Investment Advisors, LLC
12,500$168.8K0.0%GrowthVery LowBoston, MA2026-11-02
B. Riley Wealth Advisors, Inc.
11,978$161.7K0.0%GrowthLowMemphis, TN2026-10-13
Commerce Advisors, LLC
11,970$161.6K0.1%ETFLowMemphis, TN2026-10-19
Samalin Investment Counsel, LLC
11,364$153.4K0.0%YieldMediumChappaqua, NY2026-10-23
Lazari Capital Management, Inc.
11,349$153.2K0.0%GrowthLowBurbank, CA2026-10-20
Crossmark Global Holdings, Inc.
11,214$151.4K0.0%GARPMediumHouston, TX2026-10-21
Firethorn Wealth Partners, LLC
10,774$145.4K0.0%ETFLowAugusta, GA2026-10-14
Peddock Capital Advisors, LLC
10,760$145.3K0.0%GrowthLowBraintree, MA2026-10-16
Summit Financial Strategies, Inc.
10,718$144.7K0.0%ETFLowColumbus, OH2026-10-14
North Dakota State Investment Board
10,706$144.5K0.0%GrowthMediumBismarck, ND2026-10-27
NorthCrest Asset Manangement, LLC
10,538$134.4K0.0%GrowthLowPlymouth, MN2026-10-13
Purus Wealth Management, LLC
10,501$141.8K0.0%Agg GrowthVery LowNewport Beach, CA2026-10-15
Gamma Investing LLC
10,395$140.3K0.0%IndexVery LowFoster City, CA2026-10-08
Spire Wealth Management
8,500$114.8K0.0%GrowthMediumMclean, VA2026-10-30
Covestor Ltd
8,167$1100.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
7,790$105.2K0.0%GrowthLowTampa, FL2026-10-16
Valley Wealth Managers, Inc.
7,242$97.8K0.0%GARPMediumParamus, NJ2026-10-09
Versant Capital Management, Inc
7,142$96.4K0.0%GARPLowPhoenix, AZ2026-10-02
DT Investment Partners, LLC
6,700$90.5K0.0%ETFVery LowChadds Ford, PA2026-10-27
Fulcrum Asset Management LLP
6,481$93.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Private Trust Co NA
6,232$84.1K0.0%CoreLowCleveland, OH2026-10-20
Wilmington Savings Fund Society, FSB
5,600$75.6K0.0%CoreLowWilmington, DE2026-10-23
Strs Ohio
4,802$64.8K0.0%CoreMediumColumbus, OH2026-10-30
Spirit of America Management Corp
4,500$60.8K0.0%GARPLowSyosset, NY2026-10-14
Chilton Capital Management LLC
3,859$52.1K0.0%GrowthMediumHouston, TX2026-10-28
Pension & Wealth Management Advisors, Inc.
3,500$47.3K0.0%ETFLowWaltham, MA2026-10-16
Lanark Financial, Inc.
3,497$47.2K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
3,410$46.0K0.0%CoreLowChicago, IL2026-10-27
EverSource Wealth Advisors, LLC
3,367$45.5K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
2,348$31.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Smallwood Wealth Investment Management, LLC
2,000$27.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
CX Institutional
1,650$220.0%CoreMediumAuburn, IN2026-10-02
Essential Investment Partners LLC
1,532$20.7K0.0%GrowthLowEnglewood, CO2026-10-27
TD Private Client Wealth LLC
1,362$18.4K0.0%ETFLowNew York, NY2026-10-28
Alpine Bank Wealth Management
1,320$17.8K0.0%ETFHighGrand Junction, CO2026-10-16
Cedar Mountain Advisors, LLC
1,306$17.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Cassaday & Co Wealth Management LLC
1,206$16.3K0.0%ETFVery LowMclean, VA2026-10-27
Pacific Center for Financial Services
1,200$16.2K0.0%ETFMediumDanville, CA2026-10-15
TD Waterhouse Canada Inc.
1,056$13.9K0.0%CoreLowToronto, Australia2026-10-16
Quest 10 Wealth Builders, Inc.
1,044$14.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Assetmark, Inc
1,016$13.7K0.0%ETFLowConcord, CA2026-10-21
Hurley Capital, LLC
1,003$13.5K0.0%GARPMediumNew York, NY2026-11-05
Carnegie Lake Advisors LLC
952$840.0K0.3%ValueLowPrinceton, NJ2026-11-03
Trust Co of Toledo NA
939$12.7K0.0%GrowthVery LowHolland, OH2026-10-16
Root Financial Partners, LLC
918$12.4K0.0%ETFMediumEncinitas, CA2026-10-21
Murphy & Mullick Capital Management Corp
828$11.2K0.0%GrowthLowSmithtown, NY2026-11-02
Center for Financial Planning, Inc.
805$10.9K0.0%ETFLowSouthfied, MI2026-10-26
Triumph Capital Management
800$10.8K0.0%ETFMediumDenver, CO2026-10-14
Farmers & Merchants Investments Inc
793$10.7K0.0%CoreVery LowLincoln, NE2026-10-22
Mountain Hill Investment Partners Corp.
760$10.3K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
CoreCap Advisors, LLC
724$9.8K0.0%ETFMediumSouthfield, MI2026-10-08
Elevation Wealth Partners, LLC
607$8.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Pinnacle Wealth Planning Services, Inc.
605$8.2K0.0%GARPLowMansfield, OH2026-10-27
Essential Partners LLC
544$7.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Proathlete Wealth Management LLC
542$7.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
City State Bank
530$7.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Nemes Rush Group LLC
521$7.0K0.0%CoreVery LowNovi, MI2026-11-04
IFS Advisors, LLC
480$6.5K0.0%ETFLowOverland Park, KS2026-10-14
SJS Investment Consulting Inc.
412$5.6K0.0%ETFVery LowSylvania, OH2026-10-26
Hazlett, Burt & Watson, Inc.
400$50.0%CoreVery LowWheeling, WV2026-11-04
Wealth Enhancement Trust Services, Inc.
387$5.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Barrett & Company, Inc.
375$5.1K0.0%ETFLowProvidence, RI2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
363$4.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Elevated Capital Advisors, LLC
322$4.3K0.0%ETFMediumSandy, UT2026-11-04
Signature Equity Partners, LLC
317$4.3K0.0%GrowthMediumColumbus, OH2026-10-29
Signature Resources Capital Management, LLC
283$3.8K0.0%ETFLowNewport Beach, CA2026-10-16
Abound Wealth Management
250$3.4K0.0%ETFVery LowFranklin, TN2026-10-26
True Wealth Design, LLC
215$2.9K0.0%ETFMediumAkron, OH2026-10-13
UMB Private Wealth Management, LLC
208$2.8K0.0%GrowthN/AKansas City, MO2026-10-19
Retirement Wealth Solutions LLC
201$2.7K0.0%ETFLowMarshfield, WI2026-10-07
Country Trust Bank
200$2.7K0.0%GrowthLowBloomington, IL2026-10-30
Nfsg Corp
200$2.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Wilkerson Advisory Group LLC
200$2.7K0.0%ETFMediumColumbia, MO2026-10-20
Grove Bank & Trust
194$2.6K0.0%ETFLowMiami, FL2026-10-08
Ares Financial Consulting, LLC
164$2.2K0.0%CoreLowCalabasas, CA2026-10-19
Ascentis Wealth Management, LLC
147$2.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Marquette Asset Management, LLC
142$1.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Kingdom Financial Group Llc.
128$1.7K0.0%ETFMediumPeoria, AZ2026-11-04
Physician Wealth Advisors, Inc.
100$1.4K0.0%ETFMediumMidvale, UT2026-10-20
Cromwell Holdings LLC
99$1.4K0.0%IndexLowJackson, WY2026-10-28
WPG Advisers, LLC
75$1.0K0.0%CoreLowBaltimore, MD2026-10-27
NBT Bank, N.A.
74$1.0K0.0%CoreLowNorwich, NY2026-10-21
Bell Investment Advisors, Inc
71$9590.0%ETFVery LowOrinda, CA2026-10-29
Brown, Lisle Ings, Inc.
66$8910.0%CoreVery LowProvidence, RI2026-10-16
Elyxium Wealth, LLC
60$8100.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ascentis Independent Advisors
46$6280.0%ETFLowDallas, TX2026-11-03
Breakwater Investment Management
35$4730.0%ETFLowSeattle, WA2026-10-20
Leonteq Securities AG
31$4180.0%CoreHighZurich, Switzerland2026-10-29
American Capital Advisory, LLC
27$3650.0%ETFLowKetchum, ID2026-10-28
James T. Borello RIA
12$1620.0%ETFVery LowEast Dundee, IL2026-10-16
Gilpin Wealth Management, LLC
4$540.0%GrowthLowDenver, CO2026-10-09
MV Capital Management, Inc.
3$410.0%ETFLowBethesda, MD2026-10-29