Sunbelt Rentals Holdings Inc (SUNB)

CUSIP: 866966104 | NYSE | 622 institutional holders

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

Beneficial Ownership — 13D / 13G

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

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A Vanguard Capital Management LLC	22,245,996	5.4%	−16,203,106	Sep 30, 2026	92d ahead of 13F (30,658,847 sh) · −8,412,851
13G/A BlackRock, Inc.	21,121,869

Institutional Holders — Q3 2026

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Rothschild & Co Wealth Management UK Ltd8,645,687

8.8% of portfolio$633.1M

Principal Financial Group Inc8,182,373

0.3% of portfolio$600.1M

Metropolis Capital Ltd3,644,072

7.4% of portfolio$270.1M

Bank of New York Mellon Corp3,436,597

0.0% of portfolio$251.6M

Cooke & Bieler LP2,094,665

2.4% of portfolio$153.4M

Sumitomo Mitsui Trust Group, Inc.1,269,095

0.1% of portfolio$92.9M

James Hambro & Partners LLP1,195,451

3.1% of portfolio$88.5M

Markel Group Inc.983,207

0.6% of portfolio$72.0M

Citigroup Inc817,258

0.0% of portfolio$59.8M

Montrusco Bolton Investments Inc.698,976

0.9% of portfolio$51.8M

Anchor Capital Advisors LLC554,990

1.3% of portfolio$40.6M

Mitsubishi UFJ Asset Management Co., Ltd.514,800

0.0% of portfolio$37.7M

Quilter Plc330,996

0.3% of portfolio$24.2M

Cambiar Investors LLC252,712

0.7% of portfolio$18.5M

Addenda Capital Inc.196,722

0.3% of portfolio$12.9M

Pictet Asset Management Holding SA166,154

0.0% of portfolio$12.2M

Asset Management One Co., Ltd.153,704

0.0% of portfolio$11.3M

Thrivent Financial for Lutherans148,082

0.0% of portfolio$10.8K

Fideuram Asset Management (Ireland) dac142,833

0.2% of portfolio$8.0M

SEB Asset Management AB133,674

0.0% of portfolio$9.8M

Agman Capital LLC131,581

6.8% of portfolio$9.7M

State of New Jersey Common Pension Fund D131,554

0.0% of portfolio$9.6M

J. Safra Sarasin Holding AG126,298

0.1% of portfolio$9.2M

MacKenzie Financial Corp125,833

0.0% of portfolio$9.3M

Eagle Global Advisors LLC118,252

0.3% of portfolio$8.7M

Lazard Freres Gestion S.A.S.116,183

0.0% of portfolio$8.5K

Arizona State Retirement System111,877

0.0% of portfolio$8.2M

IFM Investors Pty Ltd100,021

0.0% of portfolio$7.3M

Ascent Group, LLC96,614

0.2% of portfolio$7.1M

Narwhal Capital Management92,816

0.5% of portfolio$6.8M

TD Waterhouse Canada Inc.86,541

0.0% of portfolio$6.5M

PensionDanmark Pensionsforsikringsaktieselskab84,490

0.1% of portfolio$6.2M

Swedbank AB82,107

0.0% of portfolio$6.0M

Dimensional Fund Advisors LP62,366

0.0% of portfolio$4.6M

Swiss Life Asset Management Ltd58,681

0.0% of portfolio$4.3M

Daiwa Securities Group Inc.58,517

0.0% of portfolio$4.3M

Creative Planning58,044

0.0% of portfolio$4.2M

Metatron Capital Sicav plc - Metatron Long Term Equity Fund58,000

2.1% of portfolio$4.3M

Xponance LLC55,839

0.0% of portfolio$4.1M

OP Asset Management Ltd55,659

0.0% of portfolio$4.1M

Vontobel Holding Ltd.55,100

0.0% of portfolio$4.0M

Louisbourg Investments Inc.52,798

0.7% of portfolio$3.9M

Live Oak Private Wealth LLC51,982

0.5% of portfolio$3.8M

Strs Ohio49,130

0.0% of portfolio$3.6M

Foyston, Gordon & Payne Inc48,222

0.7% of portfolio$3.5M

ASR Vermogensbeheer N.V.44,644

0.0% of portfolio$3.3M

Fulcrum Asset Management LLP43,477

0.1% of portfolio$3.2M

Ethic Inc.43,412

0.0% of portfolio$3.2M

Sumitomo Mitsui DS Asset Management Company, Ltd42,822

0.0% of portfolio$3.1M

CIBC Asset Management Inc41,196

0.0% of portfolio$3.0M

Formuepleje A/S40,541

0.2% of portfolio$2.3M

Raiffeisen Bank International AG37,419

0.0% of portfolio$2.2M

Intact Investment Management Inc.36,523

0.1% of portfolio$2.7M

Archer Investment Management, LLC33,005

0.8% of portfolio$2.4M

Plato Investment Management Ltd32,532

0.1% of portfolio$2.4M

ABN Amro Investment Solutions30,272

0.0% of portfolio$2.2M

Burkett Asset Management Ltd30,189

2.1% of portfolio$2.2M

Diversified Management Inc29,916

0.4% of portfolio$2.2M

Rakuten Investment Management, Inc.26,634

0.0% of portfolio$2.0M

KBC Group NV26,463

0.0% of portfolio$1.9K

D.A. Davidson & Co.25,356

0.0% of portfolio$1.9M

Salvus Wealth Management, LLC24,297

1.0% of portfolio$1.8M

Inspire Investing, LLC21,049

0.1% of portfolio$1.5M

Choreo, LLC20,955

0.0% of portfolio$1.5M

AMG National Trust Bank20,847

0.0% of portfolio$1.5M

Candriam S.C.A.20,233

0.0% of portfolio$1.5M

Amalgamated Bank20,027

0.0% of portfolio$1.5K

E. Ohman J:or Asset Management AB19,881

0.0% of portfolio$1.2M

Ag2r LA Mondiale Gestion D'actifs19,153

0.0% of portfolio$1.4M

Assenagon Asset Management S.A.18,702

0.0% of portfolio$1.4M

Regions Financial Corp18,566

0.0% of portfolio$1.4M

Apollon Wealth Management, LLC18,061

0.0% of portfolio$1.3M

Altfest L J & Co Inc15,767

0.1% of portfolio$1.2M

Axxion S.A.15,500

0.1% of portfolio$1.1M

Quadrant Capital Group LLC15,292

0.0% of portfolio$1.2M

Tokio Marine Asset Management Co LTD15,141

0.0% of portfolio$1.1M

Avanza Fonder AB12,963

0.0% of portfolio$949.0K

North Dakota State Investment Board12,563

0.0% of portfolio$919.7K

Atria Investments, Inc12,341

0.0% of portfolio$903.5K

Signaturefd, LLC12,111

0.0% of portfolio$886.6K

Sterling Capital Management LLC11,873

0.0% of portfolio$869.2K

Central Pacific Bank - Trust Division10,995

0.1% of portfolio$804.9K

Canoe Financial LP10,595

0.0% of portfolio$766.8K

Councilmark Asset Management, LLC10,020

0.4% of portfolio$733.6K

Avior Wealth Management, LLC9,698

0.0% of portfolio$710.0K

111 Capital9,575

0.1% of portfolio$701.0K

Robeco Institutional Asset Management B.V.9,282

0.0% of portfolio$679.5K

Riverwater Partners LLC9,255

0.2% of portfolio$677.6K

Lecap Asset Management LTD9,152

0.3% of portfolio$670.0K

Roman Butler Fullerton & Co8,800

0.2% of portfolio$667.0K

Yorktown Management & Research Co Inc8,200

0.4% of portfolio$600.3K

First Citizens Bank & Trust Co7,453

0.0% of portfolio$545.6K

Keybank National Association6,971

0.0% of portfolio$510.4K

Allspring Global Investments Holdings, LLC6,652

0.0% of portfolio$503.0K

Wealth Enhancement Advisory Services, LLC6,592

0.0% of portfolio$493.4K

StoneX Group Inc.6,502

0.0% of portfolio$471.7K

Exchange Traded Concepts, LLC6,322

0.0% of portfolio$462.8K

Maseco LLP6,202

0.0% of portfolio$454.4K

Yousif Capital Management, LLC6,190

0.0% of portfolio$453.2K

Lountzis Asset Management, LLC6,179

0.2% of portfolio$454.2K

Imc-Chicago, LLC6,024

0.0% of portfolio$441.0K

Park Avenue Securities LLC5,987

0.0% of portfolio$438

Elevation Point Wealth Partners, LLC5,757

0.0% of portfolio$423.2K

HB Wealth Management, LLC5,747

0.0% of portfolio$420.7K

TD Private Client Wealth LLC5,675

0.0% of portfolio$415.5K

Verdence Capital Advisors LLC5,245

0.0% of portfolio$384.0K

OpenArc Corporate Advisory, LLC5,027

0.0% of portfolio$368.0K

Wilmington Savings Fund Society, FSB5,026

0.0% of portfolio$368.2K

Oslo Pensjonsforsikring AS5,025

0.0% of portfolio$367.9K

Third View Private Wealth, LLC4,827

0.0% of portfolio$353.4K

XXI Wealth, LLC4,259

0.1% of portfolio$311.8K

Bellecapital International Ltd.4,120

0.0% of portfolio$301.6K

Mutual of America Capital Management LLC4,094

0.0% of portfolio$299.7K

LVW Advisors, LLC4,031

0.0% of portfolio$295.1K

Evergreen Capital Management LLC3,992

0.0% of portfolio$293.4K

Truist Financial Corp3,890

0.0% of portfolio$284.8K

Cidel Asset Management Inc3,675

0.0% of portfolio$271.5K

Nisa Investment Advisors, LLC3,505

0.0% of portfolio$257.7K

Marks Group Wealth Management, Inc3,468

0.0% of portfolio$253.9K

Cigna Investments Inc3,302

0.0% of portfolio$242

Mirae Asset Global Investments Co., Ltd.3,116

0.0% of portfolio$228.1K

Wedmont Private Capital3,097

0.0% of portfolio$231.8K

Alta Advisers Ltd3,059

0.0% of portfolio$223.9K

PDS Planning, Inc2,912

0.0% of portfolio$213.2K

Weaver Capital Management LLC2,800

0.0% of portfolio$205.0K

Chicago Partners Investment Group LLC2,790

0.0% of portfolio$219.1K

Parallel Advisors, LLC2,774

0.0% of portfolio$203.1K

Generali Asset Management SPA SGR2,598

0.0% of portfolio$145.0K

Brooklyn FI, LLC2,485

0.0% of portfolio$200.6K

BI Asset Management Fondsmaeglerselskab A/S2,306

0.0% of portfolio$169

Gamma Investing LLC1,758

0.0% of portfolio$128.7K

GHP Investment Advisors, Inc.1,646

0.0% of portfolio$120.5K

Farther Finance Advisors, LLC1,631

0.0% of portfolio$119.4K

Livforsakringsbolaget Skandia, Omsesidigt1,600

0.0% of portfolio$117.1K

Trust Co1,374

0.0% of portfolio$100.6K

Heritage Family Offices, LLP1,000

0.0% of portfolio$73.2K

Cromwell Holdings LLC972

0.0% of portfolio$71.5K

State of Wyoming962

0.0% of portfolio$70.4K

Versant Capital Management, Inc916

0.0% of portfolio$67.1K

Compagnie Lombard Odier SCmA812

0.0% of portfolio$59.4K

LFA - Lugano Financial Advisors SA712

0.0% of portfolio$52.1K

Davis Capital Management675

0.0% of portfolio$49.4K

EverSource Wealth Advisors, LLC648

0.0% of portfolio$47.4K

MV Capital Management, Inc.621

0.0% of portfolio$45.5K

Assetmark, Inc477

0.0% of portfolio$34.9K

MassMutual Private Wealth & Trust, FSB420

0.0% of portfolio$30.7K

Lanark Financial, Inc.402

0.0% of portfolio$29.4K

Westside Investment Management, Inc.392

0.0% of portfolio$30.2K

Covestor Ltd370

0.0% of portfolio$27

Larson Financial Group LLC334

0.0% of portfolio$24.5K

Harbor Capital Advisors, Inc.329

0.0% of portfolio$24

Pinnacle Wealth Planning Services, Inc.297

0.0% of portfolio$21.7K

Parkside Financial Bank & Trust256

0.0% of portfolio$18.7K

First Horizon Corp243

0.0% of portfolio$17.8K

Laurel Wealth Advisors LLC240

0.0% of portfolio$17.6K

Financial Consulate, Inc191

0.0% of portfolio$14.0K

Blue Trust, Inc.187

0.0% of portfolio$13.7K

Provenance Wealth Advisors, LLC175

0.0% of portfolio$12.8K

IFP Advisors, Inc166

0.0% of portfolio$12.2K

Acumen Wealth Advisors, LLC148

0.0% of portfolio$10.9K

UMB Private Wealth Management, LLC138

0.0% of portfolio$10.1K

Physician Wealth Advisors, Inc.128

0.0% of portfolio$9.4K

Root Financial Partners, LLC126

0.0% of portfolio$9.2K

Cullen T Bankers, Inc.108

0.0% of portfolio$7.9K

Evolution Wealth Management Inc.101

0.0% of portfolio$7.4K

TLW Wealth Management, LLC100

0.0% of portfolio$7.3K

Hughes Financial Services, LLC90

0.0% of portfolio$7.6K

Signature Equity Partners, LLC89

0.0% of portfolio$6.5K

Elevation Wealth Partners, LLC84

0.0% of portfolio$6.2K

Rossby Financial, LCC77

0.0% of portfolio$5.6K

Albion Financial Group76

0.0% of portfolio$5.6K

Highline Wealth Partners LLC74

0.0% of portfolio$5.4K

Arlington Trust Co LLC70

0.0% of portfolio$5.1K

True Wealth Design, LLC64

0.0% of portfolio$4.7K

Private Trust Co NA64

0.0% of portfolio$4.7K

High Note Wealth, LLC63

0.0% of portfolio$4.6K

Marquette Asset Management, LLC57

0.0% of portfolio$4.2K

Wolff Wiese Magana LLC56

0.0% of portfolio$4.1K

Wilkerson Advisory Group LLC56

0.0% of portfolio$4.1K

Ascentis Independent Advisors55

0.0% of portfolio$4.0K

Bell Investment Advisors, Inc45

0.0% of portfolio$3.3K

CoreCap Advisors, LLC43

0.0% of portfolio$3.1K

Gilpin Wealth Management, LLC41

0.0% of portfolio$3.0K

Fairman Group, LLC40

0.0% of portfolio$2.9K

Mather Group, Llc.36

0.0% of portfolio$2.6K

Essential Partners LLC35

0.0% of portfolio$2.6K

Fortitude Family Office, LLC32

0.0% of portfolio$2.3K

Avion Wealth28

0.0% of portfolio$2

James T. Borello RIA28

0.0% of portfolio$2.1K

Elyxium Wealth, LLC25

0.0% of portfolio$1.8K

Burk Holdings LLC23

0.0% of portfolio$1.7K

Manchester Capital Management LLC21

0.0% of portfolio$1.5K

William Mack & Associates, Inc.16

0.0% of portfolio$1.2K

WPG Advisers, LLC16

0.0% of portfolio$1.2K

Jnba Financial Advisors16

0.0% of portfolio$1.2K

North Star Investment Management Corp.15

0.0% of portfolio$1.1K

SJS Investment Consulting Inc.11

0.0% of portfolio$806

Birchwood Financial Partners, Inc.10

0.0% of portfolio$732

American Capital Advisory, LLC10

0.0% of portfolio$733

Align Financial, LLC9

0.0% of portfolio$659

Ascentis Wealth Management, LLC9

0.0% of portfolio$658

Independence Bank of Kentucky8

0.0% of portfolio$586

Golden State Wealth Management, LLC8

0.0% of portfolio$586

Nvest Wealth Strategies, Inc.8

0.0% of portfolio$586

Brown, Lisle Ings, Inc.7

0.0% of portfolio$512

Triumph Capital Management7

0.0% of portfolio$512

Activest Wealth Management7

0.0% of portfolio$512

Quaker Wealth Management, LLC6

0.0% of portfolio$440

Mosley Wealth Management4

0.0% of portfolio$306

Breakwater Investment Management4

0.0% of portfolio$293

Grove Bank & Trust4

0.0% of portfolio$293

Creative Financial Designs Inc4

0.0% of portfolio$293

Birch Financial Group, LLC4

0.0% of portfolio$280

Salomon & Ludwin, LLC4

0.0% of portfolio$293

Planning Strategies Inc.4

0.0% of portfolio$293

Cape Investment Advisory, Inc.3

0.0% of portfolio$220

Private Wealth Management Group, LLC1

0.0% of portfolio$74

				Style	Turnover	Location	Filed
Rothschild & Co Wealth Management UK Ltd	8,645,687	$633.1M	8.8%	Value	Very Low	London, United Kingdom	2026-10-20
Principal Financial Group Inc	8,182,373	$600.1M	0.3%	Core	Low	Des Moines, IA	2026-11-02
Metropolis Capital Ltd	3,644,072	$270.1M	7.4%	Value	High	Amersham, United Kingdom	2026-10-20
Bank of New York Mellon Corp	3,436,597	$251.6M	0.0%	Core	Low	New York, NY	2026-11-05
Cooke & Bieler LP	2,094,665	$153.4M	2.4%	Deep Value	Medium	Philadelphia, PA	2026-10-21
Sumitomo Mitsui Trust Group, Inc.	1,269,095	$92.9M	0.1%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
James Hambro & Partners LLP	1,195,451	$88.5M	3.1%	Growth	Medium	London, United Kingdom	2026-10-19
Markel Group Inc.	983,207	$72.0M	0.6%	Core	Very Low	Glen Allen, VA	2026-10-30
Citigroup Inc	817,258	$59.8M	0.0%	Core	Medium	New York, NY	2026-11-04
Montrusco Bolton Investments Inc.	698,976	$51.8M	0.9%	Growth	Medium	Montreal, Austria	2026-10-13
Anchor Capital Advisors LLC	554,990	$40.6M	1.3%	Value	Medium	Boston, MA	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	514,800	$37.7M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Quilter Plc	330,996	$24.2M	0.3%	Growth	Low	London, United Kingdom	2026-10-21
Cambiar Investors LLC	252,712	$18.5M	0.7%	Value	Medium	Denver, CO	2026-11-04
Addenda Capital Inc.	196,722	$12.9M	0.3%	GARP	Low	Montreal, Austria	2026-10-13
Pictet Asset Management Holding SA	166,154	$12.2M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Asset Management One Co., Ltd.	153,704	$11.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Thrivent Financial for Lutherans	148,082	$10.8K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Fideuram Asset Management (Ireland) dac	142,833	$8.0M	0.2%	Core	High	Dublin 1, Lithuania	2026-10-29
SEB Asset Management AB	133,674	$9.8M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
Agman Capital LLC	131,581	$9.7M	6.8%	Value	Medium	Omaha, NE	2026-10-29
State of New Jersey Common Pension Fund D	131,554	$9.6M	0.0%	Core	Low	Trenton, NJ	2026-11-05
J. Safra Sarasin Holding AG	126,298	$9.2M	0.1%	Core	Medium	Basel, Switzerland	2026-10-26
MacKenzie Financial Corp	125,833	$9.3M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Eagle Global Advisors LLC	118,252	$8.7M	0.3%	Core	Low	Houston, TX	2026-11-02
Lazard Freres Gestion S.A.S.	116,183	$8.5K	0.0%	Growth	Low	Paris, India	2026-11-03
Arizona State Retirement System	111,877	$8.2M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
IFM Investors Pty Ltd	100,021	$7.3M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Ascent Group, LLC	96,614	$7.1M	0.2%	Core	Low	Virginia Beach, VA	2026-10-30
Narwhal Capital Management	92,816	$6.8M	0.5%	Core	Low	Marietta, GA	2026-11-04
TD Waterhouse Canada Inc.	86,541	$6.5M	0.0%	Core	Low	Toronto, Australia	2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab	84,490	$6.2M	0.1%	Index	Low	Copenhagen O, Greece	2026-10-19
Swedbank AB	82,107	$6.0M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Dimensional Fund Advisors LP	62,366	$4.6M	0.0%	Index	Low	Austin, TX	2026-11-04
Swiss Life Asset Management Ltd	58,681	$4.3M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Daiwa Securities Group Inc.	58,517	$4.3M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Creative Planning	58,044	$4.2M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Metatron Capital Sicav plc - Metatron Long Term Equity Fund	58,000	$4.3M	2.1%	Growth	N/A	Birkirkara, O1	2026-11-04
Xponance LLC	55,839	$4.1M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
OP Asset Management Ltd	55,659	$4.1M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
Vontobel Holding Ltd.	55,100	$4.0M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Louisbourg Investments Inc.	52,798	$3.9M	0.7%	GARP	Medium	Dieppe, Armenia	2026-10-20
Live Oak Private Wealth LLC	51,982	$3.8M	0.5%	Value	Low	Wilmington, NC	2026-11-02
Strs Ohio	49,130	$3.6M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Foyston, Gordon & Payne Inc	48,222	$3.5M	0.7%	Core	Medium	Toronto, Australia	2026-11-02
ASR Vermogensbeheer N.V.	44,644	$3.3M	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Fulcrum Asset Management LLP	43,477	$3.2M	0.1%	Core	Medium	London, United Kingdom	2026-11-04
Ethic Inc.	43,412	$3.2M	0.0%	Core	Low	New York, NY	2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd	42,822	$3.1M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
CIBC Asset Management Inc	41,196	$3.0M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Formuepleje A/S	40,541	$2.3M	0.2%	Core	Medium	Aarhus C, Greece	2026-10-15
Raiffeisen Bank International AG	37,419	$2.2M	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
Intact Investment Management Inc.	36,523	$2.7M	0.1%	Yield	High	Montreal, Austria	2026-11-03
Archer Investment Management, LLC	33,005	$2.4M	0.8%	ETF	High	Austin, TX	2026-10-13
Plato Investment Management Ltd	32,532	$2.4M	0.1%	Core	Low	Sydney, China	2026-11-05
ABN Amro Investment Solutions	30,272	$2.2M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Burkett Asset Management Ltd	30,189	$2.2M	2.1%	Value	Medium	Victoria, UAE	2026-10-13
Diversified Management Inc	29,916	$2.2M	0.4%	Core	Very Low	Milwaukee, WI	2026-10-08
Rakuten Investment Management, Inc.	26,634	$2.0M	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
KBC Group NV	26,463	$1.9K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
D.A. Davidson & Co.	25,356	$1.9M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Salvus Wealth Management, LLC	24,297	$1.8M	1.0%	Core	Medium	Red Bank, NJ	2026-10-13
Inspire Investing, LLC	21,049	$1.5M	0.1%	GARP	High	Meridian, ID	2026-10-22
Choreo, LLC	20,955	$1.5M	0.0%	Index	Low	Rockford, IL	2026-10-28
AMG National Trust Bank	20,847	$1.5M	0.0%	ETF	Low	Greenwood Village, CO	2026-11-05
Candriam S.C.A.	20,233	$1.5M	0.0%	Growth	Medium	Strassen, Netherlands	2026-11-03
Amalgamated Bank	20,027	$1.5K	0.0%	Core	Very Low	New York, NY	2026-10-23
E. Ohman J:or Asset Management AB	19,881	$1.2M	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
Ag2r LA Mondiale Gestion D'actifs	19,153	$1.4M	0.0%	Growth	Low	Paris, India	2026-10-26
Assenagon Asset Management S.A.	18,702	$1.4M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Regions Financial Corp	18,566	$1.4M	0.0%	Core	Low	Birmingham, AL	2026-11-05
Apollon Wealth Management, LLC	18,061	$1.3M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Altfest L J & Co Inc	15,767	$1.2M	0.1%	ETF	High	New York, NY	2026-10-27
Axxion S.A.	15,500	$1.1M	0.1%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Quadrant Capital Group LLC	15,292	$1.2M	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Tokio Marine Asset Management Co LTD	15,141	$1.1M	0.0%	Growth	Low	Tokyo, Mexico	2026-10-26
Avanza Fonder AB	12,963	$949.0K	0.0%	Growth	Low	Stockholm, Sweden	2026-10-13
North Dakota State Investment Board	12,563	$919.7K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Atria Investments, Inc	12,341	$903.5K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Signaturefd, LLC	12,111	$886.6K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Sterling Capital Management LLC	11,873	$869.2K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Central Pacific Bank - Trust Division	10,995	$804.9K	0.1%	Core	Medium	Honolulu, HI	2026-10-06
Canoe Financial LP	10,595	$766.8K	0.0%	Value	Medium	Calgary, Abu Dhabi	2026-10-21
Councilmark Asset Management, LLC	10,020	$733.6K	0.4%	Core	Very Low	Knoxville, TN	2026-10-20
Avior Wealth Management, LLC	9,698	$710.0K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
111 Capital	9,575	$701.0K	0.1%	Core	Very High	Paris, India	2026-11-03
Robeco Institutional Asset Management B.V.	9,282	$679.5K	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Riverwater Partners LLC	9,255	$677.6K	0.2%	Value	Medium	Milwaukee, WI	2026-11-03
Lecap Asset Management LTD	9,152	$670.0K	0.3%	Value	Very High	London, United Kingdom	2026-10-27
Roman Butler Fullerton & Co	8,800	$667.0K	0.2%	Growth	Medium	St Louis, MO	2026-10-27
Yorktown Management & Research Co Inc	8,200	$600.3K	0.4%	Momentum	Medium	Forest, VA	2026-10-28
First Citizens Bank & Trust Co	7,453	$545.6K	0.0%	Core	Medium	Raleigh, NC	2026-10-14
Keybank National Association	6,971	$510.4K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Allspring Global Investments Holdings, LLC	6,652	$503.0K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Wealth Enhancement Advisory Services, LLC	6,592	$493.4K	0.0%	Core	Low	Plymouth, MN	2026-10-13
StoneX Group Inc.	6,502	$471.7K	0.0%	ETF	Medium	New York, NY	2026-11-03
Exchange Traded Concepts, LLC	6,322	$462.8K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Maseco LLP	6,202	$454.4K	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Yousif Capital Management, LLC	6,190	$453.2K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Lountzis Asset Management, LLC	6,179	$454.2K	0.2%	Core	Very Low	Wyomissing, PA	2026-10-30
Imc-Chicago, LLC	6,024	$441.0K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Park Avenue Securities LLC	5,987	$438	0.0%	ETF	Medium	New York, NY	2026-10-26
Elevation Point Wealth Partners, LLC	5,757	$423.2K	0.0%	Core	High	Denver, CO	2026-11-05
HB Wealth Management, LLC	5,747	$420.7K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
TD Private Client Wealth LLC	5,675	$415.5K	0.0%	ETF	Low	New York, NY	2026-10-28
Verdence Capital Advisors LLC	5,245	$384.0K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
OpenArc Corporate Advisory, LLC	5,027	$368.0K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Wilmington Savings Fund Society, FSB	5,026	$368.2K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Oslo Pensjonsforsikring AS	5,025	$367.9K	0.0%	Value	Low	Oslo, Norway	2026-10-15
Third View Private Wealth, LLC	4,827	$353.4K	0.0%	Growth	Low	Westport, CT	2026-10-30
XXI Wealth, LLC	4,259	$311.8K	0.1%	Growth	Low	Chicago, IL	2026-10-22
Bellecapital International Ltd.	4,120	$301.6K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-21
Mutual of America Capital Management LLC	4,094	$299.7K	0.0%	Index	Low	New York, NY	2026-10-23
LVW Advisors, LLC	4,031	$295.1K	0.0%	Core	Medium	Pittsford, NY	2026-10-19
Evergreen Capital Management LLC	3,992	$293.4K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Truist Financial Corp	3,890	$284.8K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Cidel Asset Management Inc	3,675	$271.5K	0.0%	Core	Medium	Toronto, Australia	2026-10-29
Nisa Investment Advisors, LLC	3,505	$257.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Marks Group Wealth Management, Inc	3,468	$253.9K	0.0%	Core	Medium	Minnetonka, MN	2026-11-05
Cigna Investments Inc	3,302	$242	0.0%	Core	Very Low	Bloomfield, CT	2026-10-19
Mirae Asset Global Investments Co., Ltd.	3,116	$228.1K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Wedmont Private Capital	3,097	$231.8K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Alta Advisers Ltd	3,059	$223.9K	0.0%	Growth	Low	London, United Kingdom	2026-11-02
PDS Planning, Inc	2,912	$213.2K	0.0%	Index	Very Low	Dublin, OH	2026-11-03
Weaver Capital Management LLC	2,800	$205.0K	0.0%	Growth	Medium	Suwanee, GA	2026-10-15
Chicago Partners Investment Group LLC	2,790	$219.1K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Parallel Advisors, LLC	2,774	$203.1K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Generali Asset Management SPA SGR	2,598	$145.0K	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Brooklyn FI, LLC	2,485	$200.6K	0.0%	ETF	Very Low	New York, NY	2026-11-05
BI Asset Management Fondsmaeglerselskab A/S	2,306	$169	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Gamma Investing LLC	1,758	$128.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
GHP Investment Advisors, Inc.	1,646	$120.5K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Farther Finance Advisors, LLC	1,631	$119.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Livforsakringsbolaget Skandia, Omsesidigt	1,600	$117.1K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
Trust Co	1,374	$100.6K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Heritage Family Offices, LLP	1,000	$73.2K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Cromwell Holdings LLC	972	$71.5K	0.0%	Index	Low	Jackson, WY	2026-10-28
State of Wyoming	962	$70.4K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Versant Capital Management, Inc	916	$67.1K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Compagnie Lombard Odier SCmA	812	$59.4K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
LFA - Lugano Financial Advisors SA	712	$52.1K	0.0%	ETF	Low	Lugano, Switzerland	2026-11-03
Davis Capital Management	675	$49.4K	0.0%	Core	Low	Jacksonville, FL	2026-10-08
EverSource Wealth Advisors, LLC	648	$47.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
MV Capital Management, Inc.	621	$45.5K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Assetmark, Inc	477	$34.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
MassMutual Private Wealth & Trust, FSB	420	$30.7K	0.0%	Core	Low	Springfield, MA	2026-10-05
Lanark Financial, Inc.	402	$29.4K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Westside Investment Management, Inc.	392	$30.2K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Covestor Ltd	370	$27	0.0%	Value	High	London, United Kingdom	2026-10-30
Larson Financial Group LLC	334	$24.5K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Harbor Capital Advisors, Inc.	329	$24	0.0%	Value	High	Chicago, IL	2026-10-22
Pinnacle Wealth Planning Services, Inc.	297	$21.7K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Parkside Financial Bank & Trust	256	$18.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
First Horizon Corp	243	$17.8K	0.0%	Core	Low	Memphis, TN	2026-10-26
Laurel Wealth Advisors LLC	240	$17.6K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Financial Consulate, Inc	191	$14.0K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Blue Trust, Inc.	187	$13.7K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Provenance Wealth Advisors, LLC	175	$12.8K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
IFP Advisors, Inc	166	$12.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Acumen Wealth Advisors, LLC	148	$10.9K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
UMB Private Wealth Management, LLC	138	$10.1K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Physician Wealth Advisors, Inc.	128	$9.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Root Financial Partners, LLC	126	$9.2K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Cullen T Bankers, Inc.	108	$7.9K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Evolution Wealth Management Inc.	101	$7.4K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
TLW Wealth Management, LLC	100	$7.3K	0.0%	Core	Very Low	Indian Rocks Beach, FL	2026-10-27
Hughes Financial Services, LLC	90	$7.6K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Signature Equity Partners, LLC	89	$6.5K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Elevation Wealth Partners, LLC	84	$6.2K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Rossby Financial, LCC	77	$5.6K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Albion Financial Group	76	$5.6K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Highline Wealth Partners LLC	74	$5.4K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Arlington Trust Co LLC	70	$5.1K	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
True Wealth Design, LLC	64	$4.7K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Private Trust Co NA	64	$4.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
High Note Wealth, LLC	63	$4.6K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Marquette Asset Management, LLC	57	$4.2K	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
Wolff Wiese Magana LLC	56	$4.1K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Wilkerson Advisory Group LLC	56	$4.1K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Ascentis Independent Advisors	55	$4.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Bell Investment Advisors, Inc	45	$3.3K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
CoreCap Advisors, LLC	43	$3.1K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Gilpin Wealth Management, LLC	41	$3.0K	0.0%	Growth	Low	Denver, CO	2026-10-09
Fairman Group, LLC	40	$2.9K	0.0%	ETF	Low	Chesterbrook, PA	2026-10-26
Mather Group, Llc.	36	$2.6K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Essential Partners LLC	35	$2.6K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Fortitude Family Office, LLC	32	$2.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Avion Wealth	28	$2	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
James T. Borello RIA	28	$2.1K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Elyxium Wealth, LLC	25	$1.8K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Burk Holdings LLC	23	$1.7K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Manchester Capital Management LLC	21	$1.5K	0.0%	Core	Low	Manchester, VT	2026-10-22
William Mack & Associates, Inc.	16	$1.2K	0.0%	ETF	Low	Troy, MI	2026-10-27
WPG Advisers, LLC	16	$1.2K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Jnba Financial Advisors	16	$1.2K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
North Star Investment Management Corp.	15	$1.1K	0.0%	Core	Low	Chicago, IL	2026-10-27
SJS Investment Consulting Inc.	11	$806	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Birchwood Financial Partners, Inc.	10	$732	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
American Capital Advisory, LLC	10	$733	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Align Financial, LLC	9	$659	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Ascentis Wealth Management, LLC	9	$658	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Independence Bank of Kentucky	8	$586	0.0%	Growth	Low	Owensboro, KY	2026-10-26
Golden State Wealth Management, LLC	8	$586	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Nvest Wealth Strategies, Inc.	8	$586	0.0%	ETF	Very Low	Powell, OH	2026-10-14
Brown, Lisle Ings, Inc.	7	$512	0.0%	Core	Very Low	Providence, RI	2026-10-16
Triumph Capital Management	7	$512	0.0%	ETF	Medium	Denver, CO	2026-10-14
Activest Wealth Management	7	$512	0.0%	ETF	Low	Aventura, FL	2026-10-15
Quaker Wealth Management, LLC	6	$440	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Mosley Wealth Management	4	$306	0.0%	ETF	High	Anaheim, CA	2026-10-16
Breakwater Investment Management	4	$293	0.0%	ETF	Low	Seattle, WA	2026-10-20
Grove Bank & Trust	4	$293	0.0%	ETF	Low	Miami, FL	2026-10-08
Creative Financial Designs Inc	4	$293	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Birch Financial Group, LLC	4	$280	0.0%	Core	Low	Keene, NH	2026-10-27
Salomon & Ludwin, LLC	4	$293	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Planning Strategies Inc.	4	$293	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Cape Investment Advisory, Inc.	3	$220	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Private Wealth Management Group, LLC	1	$74	0.0%	ETF	Low	Princeton, NJ	2026-10-19