Super Micro Computer Inc (SMCI)

CUSIP: 86800U302 | NYSE | Technology · Computer Hardware | Large Cap | 1436 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 Portfolio Management LLC	32,758,769	5.0%	−175,560	Sep 30, 2026	92d ahead of 13F (32,864,645 sh) · −105,876
13G/ASusquehanna Advisors Group, Inc.	33,379,848	5.1%

Institutional Holders — Q3 2026

Sort by

Dimensional Fund Advisors LP4,117,132

0.0% of portfolio$169.1M

Bank of New York Mellon Corp2,611,222

0.0% of portfolio$107.2M

Mitsubishi UFJ Asset Management Co., Ltd.1,560,303

0.0% of portfolio$64.1M

Citigroup Inc1,397,028

0.0% of portfolio$57.4M

Sumitomo Mitsui Trust Group, Inc.1,158,768

0.0% of portfolio$47.6M

Assenagon Asset Management S.A.645,677

0.0% of portfolio$26.5M

Principal Financial Group Inc576,519

0.0% of portfolio$23.7M

Nepsis Inc.423,564

5.5% of portfolio$17.4M

New York State Teachers Retirement System396,243

0.0% of portfolio$16.3K

Oppenheimer & Co Inc361,137

0.2% of portfolio$14.8M

Imc-Chicago, LLC349,420

0.0% of portfolio$14.4M

Virginia Retirement Systems ET Al312,187

0.1% of portfolio$12.8M

RPG Investment Advisory, LLC301,832

2.3% of portfolio$12.4M

Diversify Advisory Services, LLC300,071

0.2% of portfolio$10.5M

Diversify Wealth Management, LLC300,071

0.2% of portfolio$10.5M

Commonwealth Equity Services, LLC257,243

0.0% of portfolio$10.6M

Annex Advisory Services, LLC250,344

0.2% of portfolio$10.3M

Asset Management One Co., Ltd.249,722

0.0% of portfolio$10.3M

Inspire Investing, LLC247,468

0.4% of portfolio$10.2M

Exchange Traded Concepts, LLC223,566

0.0% of portfolio$9.2M

Pictet Asset Management Holding SA215,499

0.0% of portfolio$8.9M

State of New Jersey Common Pension Fund D182,760

0.0% of portfolio$7.5M

Creative Planning177,949

0.0% of portfolio$7.3M

Fulcrum Asset Management LLP172,544

0.3% of portfolio$7.1M

Czech National Bank161,690

0.0% of portfolio$6.6M

State of Michigan Retirement System160,700

0.0% of portfolio$6.6M

Cambridge Investment Research Advisors, Inc.156,203

0.0% of portfolio$6.4K

Arizona State Retirement System154,587

0.0% of portfolio$6.3M

Mirae Asset Global Investments Co., Ltd.142,814

0.0% of portfolio$5.9M

Fjarde Ap-Fonden TH Swedish National Pension Fund141,244

0.0% of portfolio$5.8M

CIBC Asset Management Inc134,084

0.0% of portfolio$5.5M

Daiwa Securities Group Inc.133,612

0.0% of portfolio$5.5M

IFM Investors Pty Ltd126,971

0.0% of portfolio$5.2M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS124,329

0.0% of portfolio$5.1M

Meitav Investment House LTD124,000

0.0% of portfolio$5.1M

Prospera Financial Services Inc119,636

0.1% of portfolio$3.9M

Retirement Systems of Alabama118,011

0.0% of portfolio$4.8M

Swiss Life Asset Management Ltd116,991

0.0% of portfolio$4.8M

J. Safra Sarasin Holding AG113,214

0.1% of portfolio$4.6M

Oak Thistle LLC110,792

0.4% of portfolio$4.6M

Xponance LLC110,600

0.0% of portfolio$4.5M

SEB Asset Management AB109,345

0.0% of portfolio$4.5M

UniSuper Management Pty Ltd109,271

0.0% of portfolio$4.5M

Gateway Investment Advisers LLC108,428

0.0% of portfolio$4.5M

ProShare Advisors LLC106,945

0.0% of portfolio$4.4M

KBC Group NV101,337

0.0% of portfolio$4.2K

Rakuten Investment Management, Inc.101,219

0.0% of portfolio$4.2M

Neos Investment Management LLC100,008

0.0% of portfolio$4.1M

Amalgamated Bank95,632

0.0% of portfolio$3.9K

Caitong International Asset Management Co., Ltd93,331

0.4% of portfolio$3.8M

Laurion Capital Management LP87,796

0.1% of portfolio$3.6M

Nisa Investment Advisors, LLC87,022

0.0% of portfolio$3.6M

Sumitomo Mitsui DS Asset Management Company, Ltd84,172

0.0% of portfolio$3.5M

OP Asset Management Ltd82,373

0.0% of portfolio$3.4M

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management81,162

0.0% of portfolio$3.3M

New York Life Investment Management LLC78,104

0.0% of portfolio$3.2M

Calamos Advisors LLC76,283

0.0% of portfolio$3.1M

Truist Financial Corp75,493

0.0% of portfolio$3.1M

Wolverine Asset Management LLC70,136

0.0% of portfolio$2.9M

Oregon Public Employees Retirement Fund69,180

0.0% of portfolio$2.8M

Wealth Enhancement Advisory Services, LLC68,672

0.0% of portfolio$2.9M

TD Waterhouse Canada Inc.65,253

0.0% of portfolio$2.7M

Burney Co/62,044

0.1% of portfolio$2.5M

Prime Capital Investment Advisors, LLC61,080

0.0% of portfolio$2.5M

Integrated Financial Solutions, Inc.60,125

1.3% of portfolio$2.5M

DekaBank Deutsche Girozentrale57,846

0.0% of portfolio$2.4K

Mutual of America Capital Management LLC57,523

0.0% of portfolio$2.4M

Yousif Capital Management, LLC54,980

0.0% of portfolio$2.3M

State of Alaska, Department of Revenue53,308

0.0% of portfolio$2.2K

SBI Securities Co., Ltd.51,005

0.0% of portfolio$2.1M

FNY Investment Advisers, LLC48,331

0.0% of portfolio$2.0K

Apollon Wealth Management, LLC48,080

0.0% of portfolio$2.0M

Belvedere Trading LLC47,692

0.0% of portfolio$2.0M

Edmp, Inc.46,735

1.5% of portfolio$1.9M

ABN Amro Investment Solutions46,522

0.0% of portfolio$1.9M

MacKenzie Financial Corp45,707

0.0% of portfolio$1.9M

HUB Investment Partners, LLC43,885

0.0% of portfolio$1.8M

Capstone Capital Management Ltd41,838

0.7% of portfolio$1.7M

Vontobel Holding Ltd.41,146

0.0% of portfolio$1.7M

Swedbank AB40,929

0.0% of portfolio$1.7M

Gulf International Bank (UK) Ltd40,815

0.0% of portfolio$1.7K

Perigon Wealth Management, LLC39,632

0.0% of portfolio$1.6M

Partners Wealth Management, LLC39,592

0.2% of portfolio$1.6M

WBI Investments, LLC36,539

0.4% of portfolio$1.5M

Kestra Advisory Services, LLC36,472

0.0% of portfolio$1.5M

Allspring Global Investments Holdings, LLC36,342

0.0% of portfolio$1.5M

Independent Financial Group, LLC35,799

0.0% of portfolio$1.5M

Brookstone Capital Management35,604

0.0% of portfolio$1.5M

US Bancorp \de\35,077

0.0% of portfolio$1.4M

Stiles Financial Services Inc34,815

0.4% of portfolio$1.4M

Fideuram Asset Management (Ireland) dac32,944

0.0% of portfolio$845.1K

Investors Asset Management of Georgia Inc31,910

0.5% of portfolio$1.3M

Counterpoint Mutual Funds LLC31,581

0.1% of portfolio$1.3M

International Assets Investment Management, LLC30,879

0.1% of portfolio$1.3M

Hartford Investment Management Co30,070

0.0% of portfolio$1.2M

Y-Intercept (Hong Kong) Ltd29,797

0.0% of portfolio$1.2M

Candriam S.C.A.29,436

0.0% of portfolio$1.2M

NLB Skladi, upravljanje premozenja, d.o.o.29,200

0.0% of portfolio$1.2M

Peterson Wealth Services27,864

0.2% of portfolio$1.1M

Louisiana State Employees Retirement System27,700

0.0% of portfolio$1.1M

BI Asset Management Fondsmaeglerselskab A/S27,262

0.0% of portfolio$1.1K

Lido Advisors, LLC27,173

0.0% of portfolio$1.1M

111 Capital25,674

0.2% of portfolio$1.1M

Alps Advisors Inc25,315

0.0% of portfolio$1.0M

Thrivent Financial for Lutherans24,408

0.0% of portfolio$1.0K

Crossmark Global Holdings, Inc.23,335

0.0% of portfolio$958.4K

Valeo Financial Advisors, LLC23,319

0.0% of portfolio$957.7K

Clarity Wealth Advisors, LLC23,120

0.2% of portfolio$949.5K

Sound Income Strategies, LLC22,994

0.0% of portfolio$983.4K

REX Advisers, LLC22,300

4.3% of portfolio$914.7K

Avanza Fonder AB22,294

0.0% of portfolio$915.6K

PensionDanmark Pensionsforsikringsaktieselskab22,219

0.0% of portfolio$912.5K

Hennion & Walsh Asset Management, Inc.21,847

0.0% of portfolio$897.3K

Focused Wealth Management, Inc21,654

0.1% of portfolio$889.3K

Generali Asset Management SPA SGR21,000

0.0% of portfolio$862.5K

Davenport & Co LLC20,875

0.0% of portfolio$857.3K

Torrey Growth & Income Advisors20,495

0.3% of portfolio$833.8K

StoneX Group Inc.20,172

0.0% of portfolio$724.0K

Concurrent Investment Advisors, LLC19,809

0.0% of portfolio$813.5K

Westside Investment Management, Inc.19,480

0.1% of portfolio$827.8K

Farther Finance Advisors, LLC19,357

0.0% of portfolio$795.0K

HB Wealth Management, LLC19,185

0.0% of portfolio$787.9K

Seelaus Asset Management LLC19,161

0.6% of portfolio$786.9K

Sigma Planning Corp19,098

0.0% of portfolio$784.4K

Kestra Private Wealth Services, LLC18,385

0.0% of portfolio$755.1K

B. Metzler seel. Sohn & Co. AG18,039

0.0% of portfolio$740.9K

Maxi Investments CY Ltd17,770

0.0% of portfolio$730

Gamma Investing LLC17,657

0.0% of portfolio$725.2K

North Dakota State Investment Board17,063

0.0% of portfolio$700.8K

Frank, Rimerman Advisors LLC16,779

0.0% of portfolio$689.1K

SteelPeak Wealth, LLC16,410

0.0% of portfolio$674.0K

MGO One Seven LLC15,837

0.0% of portfolio$650.4K

Vise Technologies, Inc.15,727

0.0% of portfolio$645.9K

Tradewinds Capital Management, LLC15,718

0.1% of portfolio$645.5K

Krilogy Financial LLC15,709

0.0% of portfolio$628.1K

World Equity Group, Inc.15,055

0.3% of portfolio$618.3K

Leonteq Securities AG14,922

0.0% of portfolio$612.8K

Sowell Financial Services LLC14,852

0.0% of portfolio$610.0K

Sterling Capital Management LLC14,737

0.0% of portfolio$605.2K

Strs Ohio14,487

0.0% of portfolio$595.0K

Ascentis Independent Advisors14,287

0.0% of portfolio$586.7K

Arlington Capital Management Inc13,883

0.3% of portfolio$570.2K

Mather Group, Llc.13,424

0.0% of portfolio$551.3K

CoreCap Advisors, LLC13,393

0.0% of portfolio$550.1K

E. Ohman J:or Asset Management AB13,294

0.0% of portfolio$546.0K

J.W. Cole Advisors, Inc.12,813

0.0% of portfolio$526.2K

Huntleigh Advisors, Inc.12,649

0.1% of portfolio$519.5K

GFS Advisors, LLC12,500

0.1% of portfolio$513.0K

Tema Etfs LLC12,394

0.0% of portfolio$509.0K

Wedbush Securities Inc11,935

0.0% of portfolio$490

First Community Trust NA11,710

0.2% of portfolio$480.9K

Tucker Asset Management LLC11,662

0.1% of portfolio$479.0K

Pathway Financial Advisers, LLC11,542

0.1% of portfolio$474.0K

Azzad Asset Management Inc11,411

0.0% of portfolio$468.7K

Chicago Partners Investment Group LLC11,167

0.0% of portfolio$367.8K

SLT Holdings LLC10,400

0.2% of portfolio$427.1K

Sky Investment Group LLC10,297

0.0% of portfolio$422.9K

M Holdings Securities, Inc.10,284

0.0% of portfolio$353

Park Avenue Securities LLC10,069

0.0% of portfolio$414

Kassira Wealth Management LLC10,012

0.3% of portfolio$411.2K

Investment Partners, Ltd.10,000

0.1% of portfolio$410.7K

PKS Advisory Services, LLC9,859

0.0% of portfolio$289.2K

Quartz Partners, LLC9,849

0.1% of portfolio$404.5K

Traynor Capital Management, Inc.9,702

0.0% of portfolio$398.5K

Sage Private Wealth Group, LLC9,673

0.1% of portfolio$397.3K

Signal Advisors Wealth, LLC9,661

0.0% of portfolio$396.8K

Triumph Capital Management9,605

0.1% of portfolio$394.5K

Greenleaf Trust9,394

0.0% of portfolio$385.8K

Prairiewood Capital, LLC9,270

0.1% of portfolio$380.7K

V-Square Quantitative Management LLC9,197

0.0% of portfolio$377.7K

City State Bank9,030

0.1% of portfolio$370.9K

WMG Financial Advisors, LLC9,009

0.1% of portfolio$264.2K

Creative Financial Designs Inc8,952

0.0% of portfolio$367.7K

Acorn Wealth Advisors, LLC8,885

0.1% of portfolio$364.9K

Signaturefd, LLC8,413

0.0% of portfolio$345.5K

Strong Retirement Solutions LLC8,353

0.2% of portfolio$343.1K

VestGen Advisors, LLC8,115

0.0% of portfolio$333.3K

Arista Wealth Management, LLC8,000

0.0% of portfolio$328.6K

Keybank National Association7,987

0.0% of portfolio$328.0K

CX Institutional7,928

0.0% of portfolio$326

Hilton Head Capital Partners, LLC7,903

0.2% of portfolio$324.6K

Wealthcare Advisory Partners LLC7,647

0.0% of portfolio$314.1K

Ethic Inc.7,604

0.0% of portfolio$312.3K

Willow Creek Wealth Management Inc.7,472

0.0% of portfolio$306.9K

Mindset Wealth Management, LLC7,365

0.1% of portfolio$302.5K

Profund Advisors LLC7,037

0.0% of portfolio$289.0K

SS&H Financial Advisors, Inc.7,000

0.0% of portfolio$287

B. Riley Wealth Advisors, Inc.6,988

0.0% of portfolio$287.0K

Larson Financial Group LLC6,958

0.0% of portfolio$285.8K

Crestwood Advisors Group, LLC6,863

0.0% of portfolio$281.9K

First Bank & Trust6,858

0.0% of portfolio$281.7K

Archford Capital Strategies, LLC6,753

0.0% of portfolio$277.3K

Providence Wealth Advisors, LLC6,750

0.2% of portfolio$294.9K

AlphaCore Capital LLC6,705

0.0% of portfolio$275.4K

IPG Investment Advisors LLC6,475

0.0% of portfolio$265.9K

Choreo, LLC6,320

0.0% of portfolio$259.6K

Olympiad Research LP6,276

0.3% of portfolio$257.8K

Argos Wealth Advisors, LLC6,262

0.1% of portfolio$257.2K

Oslo Pensjonsforsikring AS6,114

0.0% of portfolio$251.1K

Accurate Wealth Management, LLC6,106

0.0% of portfolio$238.6K

Sagespring Wealth Partners, LLC6,040

0.0% of portfolio$248.0K

ASR Vermogensbeheer N.V.6,033

0.0% of portfolio$247.8K

Gibbs Wealth Management5,999

0.0% of portfolio$246.4K

Almanack Investment Partners, Llc.5,882

0.0% of portfolio$241.6K

Kingswood Wealth Advisors, LLC5,852

0.0% of portfolio$240.4K

IFP Advisors, Inc5,770

0.0% of portfolio$237.0K

Evergreen Capital Management LLC5,670

0.0% of portfolio$232.9K

Trust Asset Management LLC5,577

0.0% of portfolio$229.0K

OpenArc Corporate Advisory, LLC5,565

0.0% of portfolio$228.6K

Parallel Advisors, LLC5,538

0.0% of portfolio$227.4K

Cigna Investments Inc5,330

0.0% of portfolio$218

CWA Asset Management Group, LLC5,262

0.0% of portfolio$216.1K

Independent Solutions Wealth Management, LLC5,200

0.0% of portfolio$213.6K

James Investment Research, Inc.5,170

0.0% of portfolio$212.3K

Soltis Investment Advisors LLC5,048

0.0% of portfolio$207.3K

Ballast Financial Advisors LLC5,000

0.2% of portfolio$205.4K

Cornerstone Wealth Management, LLC4,974

0.0% of portfolio$204.3K

Compound Planning, Inc.4,924

0.0% of portfolio$202.2K

Physician Wealth Advisors, Inc.3,930

0.0% of portfolio$161.4K

TD Private Client Wealth LLC3,533

0.0% of portfolio$145.1K

Pinnacle Wealth Planning Services, Inc.3,177

0.0% of portfolio$130.5K

Fairscale Capital, LLC2,775

0.1% of portfolio$91.4K

Nfsg Corp2,537

0.0% of portfolio$104.2K

Golden State Wealth Management, LLC2,533

0.0% of portfolio$104.0K

Comprehensive Financial Planning, Inc.2,475

0.1% of portfolio$101.6K

Versant Capital Management, Inc2,391

0.0% of portfolio$98.2K

Birch Financial Group, LLC2,378

0.0% of portfolio$97.7K

Harbor Capital Advisors, Inc.2,254

0.0% of portfolio$93

MassMutual Private Wealth & Trust, FSB2,187

0.0% of portfolio$89.8K

EverSource Wealth Advisors, LLC2,186

0.0% of portfolio$89.8K

Planning Strategies Inc.2,179

0.1% of portfolio$89.5K

Livforsakringsbolaget Skandia, Omsesidigt2,140

0.0% of portfolio$87.9K

Armstrong Advisory Group, Inc2,130

0.0% of portfolio$87.5K

Cullen T Bankers, Inc.2,098

0.0% of portfolio$86.2K

Rydar Equities, Inc.2,080

0.0% of portfolio$93.5K

Cromwell Holdings LLC2,037

0.0% of portfolio$83.7K

Summit Securities Group LLC2,000

0.0% of portfolio$82.1K

Assetmark, Inc1,875

0.0% of portfolio$77.0K

Reyes Financial Architecture, Inc.1,854

0.0% of portfolio$76.1K

Compagnie Lombard Odier SCmA1,800

0.0% of portfolio$73.9K

Compass Financial Management LLC1,705

0.0% of portfolio$70.0K

Financial Consulate, Inc1,539

0.0% of portfolio$63.2K

Contravisory Investment Management, Inc.1,531

0.0% of portfolio$62.9K

Parkside Financial Bank & Trust1,524

0.0% of portfolio$62.6K

JFS Wealth Advisors, LLC1,391

0.0% of portfolio$57.1K

Root Financial Partners, LLC1,338

0.0% of portfolio$55.0K

Rakuten Securities, Inc.1,337

0.0% of portfolio$54.9K

SJS Investment Consulting Inc.1,325

0.0% of portfolio$54.4K

Avion Wealth1,308

0.0% of portfolio$53

Axxion S.A.1,250

0.0% of portfolio$50.8K

Bradley & Co. Private Wealth Management, LLC1,185

0.0% of portfolio$48.7K

North Star Investment Management Corp.1,155

0.0% of portfolio$47.4K

Lanark Financial, Inc.1,154

0.0% of portfolio$47.4K

Ascentis Wealth Management, LLC1,144

0.0% of portfolio$47.0K

Heritage Family Offices, LLP1,053

0.0% of portfolio$43.2K

Central Pacific Bank - Trust Division1,000

0.0% of portfolio$41.1K

Clean Yield Group900

0.0% of portfolio$37.0K

Elyxium Wealth, LLC896

0.0% of portfolio$36.8K

Eastern Bank850

0.0% of portfolio$34.9K

Blue Trust, Inc.845

0.0% of portfolio$34.7K

Spire Wealth Management750

0.0% of portfolio$30.8K

Highline Wealth Partners LLC618

0.0% of portfolio$25.4K

Quest 10 Wealth Builders, Inc.600

0.0% of portfolio$24.6K

GK Wealth Management LLC594

0.0% of portfolio$24.4K

Salomon & Ludwin, LLC574

0.0% of portfolio$23.6K

Signature Equity Partners, LLC549

0.0% of portfolio$22.5K

Murphy & Mullick Capital Management Corp515

0.0% of portfolio$21.2K

Burkett Financial Services, LLC500

0.0% of portfolio$20.5K

Provenance Wealth Advisors, LLC461

0.0% of portfolio$18.9K

Raiffeisen Bank International AG449

0.0% of portfolio$18.4K

Gen-Wealth Partners Inc420

0.0% of portfolio$17.2K

Montag A & Associates Inc402

0.0% of portfolio$16.5K

IMG Wealth Management, Inc.400

0.0% of portfolio$16.4K

Olistico Wealth, LLC400

0.0% of portfolio$16.4K

Owl Creek Wealth Partners LLC400

0.0% of portfolio$16.4K

GF Fund Management Co. Ltd.389

0.0% of portfolio$16.0K

Fortitude Family Office, LLC372

0.0% of portfolio$15.3K

Elevation Wealth Partners, LLC355

0.0% of portfolio$14.6K

Bell Investment Advisors, Inc345

0.0% of portfolio$14.2K

Proathlete Wealth Management LLC324

0.0% of portfolio$13.3K

Bullock Wealth Management Group320

0.0% of portfolio$13.4K

James T. Borello RIA312

0.0% of portfolio$12.8K

Farmers & Merchants Investments Inc310

0.0% of portfolio$12.7K

Manchester Capital Management LLC310

0.0% of portfolio$12.7K

Axiom Investment Management LLC300

0.0% of portfolio$12.3K

Intesa Sanpaolo Wealth Management300

0.0% of portfolio$12.3K

Wolff Wiese Magana LLC300

0.0% of portfolio$12.3K

First Premier Bank290

0.0% of portfolio$12

Covestor Ltd257

0.0% of portfolio$11

Latitude Advisors, LLC255

0.0% of portfolio$10.5K

Spurstone Advisory Services, LLC250

0.1% of portfolio$10.5K

Meriwether Wealth & Planning, LLC250

0.0% of portfolio$10.3K

Investors Research Corp226

0.0% of portfolio$9.3K

Silver Grove Financial Group, Inc.219

0.0% of portfolio$9.0K

Carolina Wealth Advisors, LLC200

0.0% of portfolio$8.2K

New England Capital Financial Advisors LLC200

0.0% of portfolio$8.2K

Hazlett, Burt & Watson, Inc.198

0.0% of portfolio$8

Activest Wealth Management192

0.0% of portfolio$7.9K

Archer Investment Corp176

0.0% of portfolio$7.2K

Moisand Fitzgerald Tamayo, LLC175

0.0% of portfolio$7.2K

Loring Wolcott & Coolidge Fiduciary Advisors LLP155

0.0% of portfolio$6.4K

PFS Partners, LLC150

0.0% of portfolio$6.2K

Tsfg, LLC150

0.0% of portfolio$6

Torren Management, LLC138

0.0% of portfolio$5.7K

True Wealth Design, LLC131

0.0% of portfolio$5.4K

Center for Financial Planning, Inc.130

0.0% of portfolio$5.3K

Midwest Capital Advisors, LLC130

0.0% of portfolio$5.3K

Hurley Capital, LLC128

0.0% of portfolio$5.3K

Ares Financial Consulting, LLC125

0.0% of portfolio$5.1K

Private Trust Co NA118

0.0% of portfolio$4.8K

Bokf, NA106

0.0% of portfolio$4.4K

Hughes Financial Services, LLC102

0.0% of portfolio$3.5K

Nova Financial LLC100

0.0% of portfolio$4.1K

Rossby Financial, LCC100

0.0% of portfolio$4.1K

Hilltop National Bank100

0.0% of portfolio$4.1K

Essential Partners LLC92

0.0% of portfolio$3.8K

Capital Advisors, Ltd. LLC92

0.0% of portfolio$4

Private Wealth Management Group, LLC85

0.0% of portfolio$3.5K

Clayton Financial Group LLC85

0.0% of portfolio$3.5K

Strengthening Families & Communities, LLC85

0.0% of portfolio$3.5K

West Paces Advisors Inc.80

0.0% of portfolio$3.3K

UMB Private Wealth Management, LLC78

0.0% of portfolio$3.2K

MV Capital Management, Inc.75

0.0% of portfolio$3.1K

Creative Capital Management Investments LLC73

0.0% of portfolio$3.0K

Buck Wealth Strategies, LLC70

0.0% of portfolio$2.9K

Sarver Vrooman Wealth Advisors70

0.0% of portfolio$2.9K

Financial Network Wealth Advisors LLC68

0.0% of portfolio$2.8K

Retirement Wealth Solutions LLC64

0.0% of portfolio$2.6K

Harbor Investment Advisory, LLC55

0.0% of portfolio$2.3K

KFG LLC52

0.0% of portfolio$2.1K

Bay Harbor Wealth Management, LLC47

0.0% of portfolio$1.9K

Reap Financial Group, LLC45

0.0% of portfolio$1.8K

Clark Wealth Partners41

0.0% of portfolio$1.7K

Washington Trust Advisors, Inc.41

0.0% of portfolio$1.7K

Concord Wealth Partners39

0.0% of portfolio$1.6K

Burk Holdings LLC39

0.0% of portfolio$1.6K

Your Advocates Ltd., LLP37

0.0% of portfolio$1.5K

TFC Financial Management, Inc.37

0.0% of portfolio$1.5K

Pension & Wealth Management Advisors, Inc.35

0.0% of portfolio$1.4K

DiNuzzo Private Wealth, Inc.34

0.0% of portfolio$1.4K

Bear Mountain Capital, Inc.31

0.0% of portfolio$987

Fairway Wealth LLC30

0.0% of portfolio$1.2K

Trust Co28

0.0% of portfolio$1.2K

Princeton Global Asset Management LLC25

0.0% of portfolio$1.0K

Davis Capital Management23

0.0% of portfolio$945

William Mack & Associates, Inc.21

0.0% of portfolio$863

Independence Bank of Kentucky17

0.0% of portfolio$698

Valley National Advisers Inc17

0.0% of portfolio$699

GHP Investment Advisors, Inc.15

0.0% of portfolio$617

American Capital Advisory, LLC11

0.0% of portfolio$452

Align Financial, LLC11

0.0% of portfolio$452

DecisionPoint Financial, LLC10

0.0% of portfolio$420

Arlington Trust Co LLC10

0.0% of portfolio$411

Quaker Wealth Management, LLC9

0.0% of portfolio$370

Ashurst Perkins Coie Trust Co9

0.0% of portfolio$369

WestEnd Advisors, LLC9

0.0% of portfolio$370

Brown, Lisle Ings, Inc.7

0.0% of portfolio$299

Breakwater Investment Management5

0.0% of portfolio$206

Godsey & Gibb, Inc5

0.0% of portfolio$206

Nvwm, LLC5

0.0% of portfolio$205

Monetary Solutions, Ltd2

0.0% of portfolio$82

Gilpin Wealth Management, LLC1

0.0% of portfolio$42

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	4,117,132	$169.1M	0.0%	Index	Low	Austin, TX	2026-11-04
Bank of New York Mellon Corp	2,611,222	$107.2M	0.0%	Core	Low	New York, NY	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	1,560,303	$64.1M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Citigroup Inc	1,397,028	$57.4M	0.0%	Core	Medium	New York, NY	2026-11-04
Sumitomo Mitsui Trust Group, Inc.	1,158,768	$47.6M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Assenagon Asset Management S.A.	645,677	$26.5M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Principal Financial Group Inc	576,519	$23.7M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Nepsis Inc.	423,564	$17.4M	5.5%	Core	Medium	Minneapolis, MN	2026-10-13
New York State Teachers Retirement System	396,243	$16.3K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Oppenheimer & Co Inc	361,137	$14.8M	0.2%	Core	Low	New York, NY	2026-10-26
Imc-Chicago, LLC	349,420	$14.4M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Virginia Retirement Systems ET Al	312,187	$12.8M	0.1%	Core	Medium	Richmond, VA	2026-10-28
RPG Investment Advisory, LLC	301,832	$12.4M	2.3%	Growth	Low	Pleasanton, CA	2026-10-21
Diversify Advisory Services, LLC	300,071	$10.5M	0.2%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	300,071	$10.5M	0.2%	Growth	Medium	Sandy, UT	2026-10-20
Commonwealth Equity Services, LLC	257,243	$10.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Annex Advisory Services, LLC	250,344	$10.3M	0.2%	Growth	High	Brookfield, WI	2026-10-16
Asset Management One Co., Ltd.	249,722	$10.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Inspire Investing, LLC	247,468	$10.2M	0.4%	GARP	High	Meridian, ID	2026-10-22
Exchange Traded Concepts, LLC	223,566	$9.2M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Pictet Asset Management Holding SA	215,499	$8.9M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
State of New Jersey Common Pension Fund D	182,760	$7.5M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Creative Planning	177,949	$7.3M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Fulcrum Asset Management LLP	172,544	$7.1M	0.3%	Core	Medium	London, United Kingdom	2026-11-04
Czech National Bank	161,690	$6.6M	0.0%	Index	Very Low	Prague, Bahrain	2026-10-13
State of Michigan Retirement System	160,700	$6.6M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Cambridge Investment Research Advisors, Inc.	156,203	$6.4K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Arizona State Retirement System	154,587	$6.3M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Mirae Asset Global Investments Co., Ltd.	142,814	$5.9M	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund	141,244	$5.8M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-15
CIBC Asset Management Inc	134,084	$5.5M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Daiwa Securities Group Inc.	133,612	$5.5M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
IFM Investors Pty Ltd	126,971	$5.2M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	124,329	$5.1M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Meitav Investment House LTD	124,000	$5.1M	0.0%	ETF	Medium	Bene-Beraq, Luxembourg	2026-10-28
Prospera Financial Services Inc	119,636	$3.9M	0.1%	Core	Medium	Dallas, TX	2026-11-04
Retirement Systems of Alabama	118,011	$4.8M	0.0%	Index	Low	Montgomery, AL	2026-11-04
Swiss Life Asset Management Ltd	116,991	$4.8M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
J. Safra Sarasin Holding AG	113,214	$4.6M	0.1%	Core	Medium	Basel, Switzerland	2026-10-26
Oak Thistle LLC	110,792	$4.6M	0.4%	Value	Very High	New York, NY	2026-10-21
Xponance LLC	110,600	$4.5M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
SEB Asset Management AB	109,345	$4.5M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
UniSuper Management Pty Ltd	109,271	$4.5M	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
Gateway Investment Advisers LLC	108,428	$4.5M	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
ProShare Advisors LLC	106,945	$4.4M	0.0%	Growth	Low	Bethesda, MD	2026-10-29
KBC Group NV	101,337	$4.2K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Rakuten Investment Management, Inc.	101,219	$4.2M	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
Neos Investment Management LLC	100,008	$4.1M	0.0%	Index	Very Low	Westport, CT	2026-11-04
Amalgamated Bank	95,632	$3.9K	0.0%	Core	Very Low	New York, NY	2026-10-23
Caitong International Asset Management Co., Ltd	93,331	$3.8M	0.4%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Laurion Capital Management LP	87,796	$3.6M	0.1%	Growth	Very High	New York, NY	2026-10-30
Nisa Investment Advisors, LLC	87,022	$3.6M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd	84,172	$3.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
OP Asset Management Ltd	82,373	$3.4M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	81,162	$3.3M	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
New York Life Investment Management LLC	78,104	$3.2M	0.0%	Growth	Low	New York, NY	2026-11-04
Calamos Advisors LLC	76,283	$3.1M	0.0%	Growth	Medium	Naperville, IL	2026-11-02
Truist Financial Corp	75,493	$3.1M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Wolverine Asset Management LLC	70,136	$2.9M	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Oregon Public Employees Retirement Fund	69,180	$2.8M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Wealth Enhancement Advisory Services, LLC	68,672	$2.9M	0.0%	Core	Low	Plymouth, MN	2026-10-13
TD Waterhouse Canada Inc.	65,253	$2.7M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Burney Co/	62,044	$2.5M	0.1%	GARP	Medium	Reston, VA	2026-10-15
Prime Capital Investment Advisors, LLC	61,080	$2.5M	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Integrated Financial Solutions, Inc.	60,125	$2.5M	1.3%	Agg Growth	Low	Reston, VA	2026-10-09
DekaBank Deutsche Girozentrale	57,846	$2.4K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Mutual of America Capital Management LLC	57,523	$2.4M	0.0%	Index	Low	New York, NY	2026-10-23
Yousif Capital Management, LLC	54,980	$2.3M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
State of Alaska, Department of Revenue	53,308	$2.2K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
SBI Securities Co., Ltd.	51,005	$2.1M	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
FNY Investment Advisers, LLC	48,331	$2.0K	0.0%	Growth	Very High	New York, NY	2026-10-16
Apollon Wealth Management, LLC	48,080	$2.0M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Belvedere Trading LLC	47,692	$2.0M	0.0%	Agg Growth	Very High	Chicago, IL	2026-11-05
Edmp, Inc.	46,735	$1.9M	1.5%	Yield	Low	Lutz, FL	2026-10-22
ABN Amro Investment Solutions	46,522	$1.9M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
MacKenzie Financial Corp	45,707	$1.9M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
HUB Investment Partners, LLC	43,885	$1.8M	0.0%	Growth	Low	Austin, TX	2026-11-03
Capstone Capital Management Ltd	41,838	$1.7M	0.7%	Growth	Very High	Hong Kong, South Korea	2026-10-21
Vontobel Holding Ltd.	41,146	$1.7M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Swedbank AB	40,929	$1.7M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Gulf International Bank (UK) Ltd	40,815	$1.7K	0.0%	Core	Very Low	London, United Kingdom	2026-10-20
Perigon Wealth Management, LLC	39,632	$1.6M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Partners Wealth Management, LLC	39,592	$1.6M	0.2%	Core	Low	Carmel By The Sea, CA	2026-10-28
WBI Investments, LLC	36,539	$1.5M	0.4%	Value	Very High	Red Bank, NJ	2026-11-05
Kestra Advisory Services, LLC	36,472	$1.5M	0.0%	Core	Low	Austin, TX	2026-11-02
Allspring Global Investments Holdings, LLC	36,342	$1.5M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Independent Financial Group, LLC	35,799	$1.5M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Brookstone Capital Management	35,604	$1.5M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
US Bancorp \de\	35,077	$1.4M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Stiles Financial Services Inc	34,815	$1.4M	0.4%	Growth	Low	Edina, MN	2026-10-30
Fideuram Asset Management (Ireland) dac	32,944	$845.1K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Investors Asset Management of Georgia Inc	31,910	$1.3M	0.5%	GARP	Low	Atlanta, GA	2026-10-20
Counterpoint Mutual Funds LLC	31,581	$1.3M	0.1%	Deep Value	Very High	San Diego, CA	2026-10-16
International Assets Investment Management, LLC	30,879	$1.3M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Hartford Investment Management Co	30,070	$1.2M	0.0%	Index	Very Low	Hartford, CT	2026-11-04
Y-Intercept (Hong Kong) Ltd	29,797	$1.2M	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
Candriam S.C.A.	29,436	$1.2M	0.0%	Growth	Medium	Strassen, Netherlands	2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.	29,200	$1.2M	0.0%	Growth	Low	Ljubljana, Andorra	2026-10-22
Peterson Wealth Services	27,864	$1.1M	0.2%	Growth	High	South Ogden, UT	2026-10-26
Louisiana State Employees Retirement System	27,700	$1.1M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
BI Asset Management Fondsmaeglerselskab A/S	27,262	$1.1K	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Lido Advisors, LLC	27,173	$1.1M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
111 Capital	25,674	$1.1M	0.2%	Core	Very High	Paris, India	2026-11-03
Alps Advisors Inc	25,315	$1.0M	0.0%	Yield	Low	Denver, CO	2026-11-03
Thrivent Financial for Lutherans	24,408	$1.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Crossmark Global Holdings, Inc.	23,335	$958.4K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Valeo Financial Advisors, LLC	23,319	$957.7K	0.0%	ETF	Low	Carmel, IN	2026-10-08
Clarity Wealth Advisors, LLC	23,120	$949.5K	0.2%	ETF	Very Low	San Jose, CA	2026-10-21
Sound Income Strategies, LLC	22,994	$983.4K	0.0%	Yield	Medium	Ft Lauderdale, FL	2026-10-09
REX Advisers, LLC	22,300	$914.7K	4.3%	GARP	Very High	Fairfield, CT	2026-10-08
Avanza Fonder AB	22,294	$915.6K	0.0%	Growth	Low	Stockholm, Sweden	2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab	22,219	$912.5K	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Hennion & Walsh Asset Management, Inc.	21,847	$897.3K	0.0%	Value	Medium	Parsippany, NJ	2026-10-13
Focused Wealth Management, Inc	21,654	$889.3K	0.1%	ETF	Low	Newburgh, NY	2026-10-30
Generali Asset Management SPA SGR	21,000	$862.5K	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Davenport & Co LLC	20,875	$857.3K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Torrey Growth & Income Advisors	20,495	$833.8K	0.3%	Core	Medium	Del Mar, CA	2026-11-04
StoneX Group Inc.	20,172	$724.0K	0.0%	ETF	Medium	New York, NY	2026-11-03
Concurrent Investment Advisors, LLC	19,809	$813.5K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Westside Investment Management, Inc.	19,480	$827.8K	0.1%	Growth	Low	Santa Monica, CA	2026-11-02
Farther Finance Advisors, LLC	19,357	$795.0K	0.0%	Index	Low	San Francisco, CA	2026-10-08
HB Wealth Management, LLC	19,185	$787.9K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Seelaus Asset Management LLC	19,161	$786.9K	0.6%	Growth	Medium	Chatham, NJ	2026-10-14
Sigma Planning Corp	19,098	$784.4K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Kestra Private Wealth Services, LLC	18,385	$755.1K	0.0%	Growth	Low	Austin, TX	2026-10-30
B. Metzler seel. Sohn & Co. AG	18,039	$740.9K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Maxi Investments CY Ltd	17,770	$730	0.0%	Growth	Very High	Limassol, Georgia	2026-10-26
Gamma Investing LLC	17,657	$725.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
North Dakota State Investment Board	17,063	$700.8K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Frank, Rimerman Advisors LLC	16,779	$689.1K	0.0%	Growth	Low	Palo Alto, CA	2026-10-16
SteelPeak Wealth, LLC	16,410	$674.0K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
MGO One Seven LLC	15,837	$650.4K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Vise Technologies, Inc.	15,727	$645.9K	0.0%	Index	Low	New York, NY	2026-10-29
Tradewinds Capital Management, LLC	15,718	$645.5K	0.1%	ETF	Very High	Bellingham, WA	2026-10-23
Krilogy Financial LLC	15,709	$628.1K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
World Equity Group, Inc.	15,055	$618.3K	0.3%	Growth	Medium	Schaumburg, IL	2026-10-14
Leonteq Securities AG	14,922	$612.8K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Sowell Financial Services LLC	14,852	$610.0K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Sterling Capital Management LLC	14,737	$605.2K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Strs Ohio	14,487	$595.0K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Ascentis Independent Advisors	14,287	$586.7K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Arlington Capital Management Inc	13,883	$570.2K	0.3%	GARP	High	Arlington Heights, IL	2026-10-30
Mather Group, Llc.	13,424	$551.3K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
CoreCap Advisors, LLC	13,393	$550.1K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
E. Ohman J:or Asset Management AB	13,294	$546.0K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
J.W. Cole Advisors, Inc.	12,813	$526.2K	0.0%	Index	Low	Tampa, FL	2026-11-05
Huntleigh Advisors, Inc.	12,649	$519.5K	0.1%	Growth	Medium	St. Louis, MO	2026-11-03
GFS Advisors, LLC	12,500	$513.0K	0.1%	Core	Low	Houston, TX	2026-11-03
Tema Etfs LLC	12,394	$509.0K	0.0%	Growth	Medium	New York, NY	2026-10-16
Wedbush Securities Inc	11,935	$490	0.0%	Core	Low	Pasadena, CA	2026-10-22
First Community Trust NA	11,710	$480.9K	0.2%	Growth	Low	Dubuque, IA	2026-10-07
Tucker Asset Management LLC	11,662	$479.0K	0.1%	ETF	Medium	Littleton, CO	2026-10-29
Pathway Financial Advisers, LLC	11,542	$474.0K	0.1%	Core	Low	Auburn, IN	2026-10-27
Azzad Asset Management Inc	11,411	$468.7K	0.0%	Growth	Medium	Falls Church, VA	2026-11-04
Chicago Partners Investment Group LLC	11,167	$367.8K	0.0%	GARP	Low	Chicago, IL	2026-10-27
SLT Holdings LLC	10,400	$427.1K	0.2%	Growth	Medium	Scottsdale, AZ	2026-10-15
Sky Investment Group LLC	10,297	$422.9K	0.0%	Core	Very Low	Hartford, CT	2026-10-30
M Holdings Securities, Inc.	10,284	$353	0.0%	ETF	High	Portland, OR	2026-11-03
Park Avenue Securities LLC	10,069	$414	0.0%	ETF	Medium	New York, NY	2026-10-26
Kassira Wealth Management LLC	10,012	$411.2K	0.3%	Growth	Medium	Knoxville, TN	2026-10-28
Investment Partners, Ltd.	10,000	$410.7K	0.1%	ETF	Very Low	New Philadelphia, OH	2026-10-29
PKS Advisory Services, LLC	9,859	$289.2K	0.0%	ETF	Medium	Albany, NY	2026-10-26
Quartz Partners, LLC	9,849	$404.5K	0.1%	GARP	Medium	Saratoga Springs, NY	2026-11-03
Traynor Capital Management, Inc.	9,702	$398.5K	0.0%	Growth	Low	Malvern, PA	2026-10-29
Sage Private Wealth Group, LLC	9,673	$397.3K	0.1%	ETF	Low	Oakbrook Terrace, IL	2026-10-21
Signal Advisors Wealth, LLC	9,661	$396.8K	0.0%	ETF	Low	Detroit, MI	2026-10-13
Triumph Capital Management	9,605	$394.5K	0.1%	ETF	Medium	Denver, CO	2026-10-14
Greenleaf Trust	9,394	$385.8K	0.0%	Core	Low	Kalamazoo, MI	2026-10-29
Prairiewood Capital, LLC	9,270	$380.7K	0.1%	ETF	Very Low	Fargo, ND	2026-10-16
V-Square Quantitative Management LLC	9,197	$377.7K	0.0%	Core	Low	Chicago, IL	2026-10-15
City State Bank	9,030	$370.9K	0.1%	Growth	Very Low	Norwalk, IA	2026-10-20
WMG Financial Advisors, LLC	9,009	$264.2K	0.1%	ETF	Low	Knoxville, TN	2026-10-28
Creative Financial Designs Inc	8,952	$367.7K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Acorn Wealth Advisors, LLC	8,885	$364.9K	0.1%	ETF	Low	Grand Blanc, MI	2026-10-19
Signaturefd, LLC	8,413	$345.5K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Strong Retirement Solutions LLC	8,353	$343.1K	0.2%	Growth	Medium	Silverdale, WA	2026-10-07
VestGen Advisors, LLC	8,115	$333.3K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Arista Wealth Management, LLC	8,000	$328.6K	0.0%	ETF	Medium	Las Vegas, NV	2026-10-29
Keybank National Association	7,987	$328.0K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
CX Institutional	7,928	$326	0.0%	Core	Medium	Auburn, IN	2026-10-02
Hilton Head Capital Partners, LLC	7,903	$324.6K	0.2%	Core	Medium	Hilton Head Island, SC	2026-10-23
Wealthcare Advisory Partners LLC	7,647	$314.1K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Ethic Inc.	7,604	$312.3K	0.0%	Core	Low	New York, NY	2026-11-03
Willow Creek Wealth Management Inc.	7,472	$306.9K	0.0%	ETF	Very Low	Sebastopol, CA	2026-10-26
Mindset Wealth Management, LLC	7,365	$302.5K	0.1%	Agg Growth	Very Low	Indianapolis, IN	2026-10-19
Profund Advisors LLC	7,037	$289.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
SS&H Financial Advisors, Inc.	7,000	$287	0.0%	Core	Very Low	Troy, MI	2026-10-28
B. Riley Wealth Advisors, Inc.	6,988	$287.0K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Larson Financial Group LLC	6,958	$285.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Crestwood Advisors Group, LLC	6,863	$281.9K	0.0%	Growth	Low	Boston, MA	2026-10-27
First Bank & Trust	6,858	$281.7K	0.0%	Core	Low	Brookings, SD	2026-10-19
Archford Capital Strategies, LLC	6,753	$277.3K	0.0%	Growth	Medium	Swansea, IL	2026-10-19
Providence Wealth Advisors, LLC	6,750	$294.9K	0.2%	Core	Low	Frankfort, IL	2026-10-29
AlphaCore Capital LLC	6,705	$275.4K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
IPG Investment Advisors LLC	6,475	$265.9K	0.0%	Core	Medium	San Diego, CA	2026-10-30
Choreo, LLC	6,320	$259.6K	0.0%	Index	Low	Rockford, IL	2026-10-28
Olympiad Research LP	6,276	$257.8K	0.3%	Deep Value	Very High	Stamford, CT	2026-11-04
Argos Wealth Advisors, LLC	6,262	$257.2K	0.1%	Growth	Low	Sacramento, CA	2026-11-02
Oslo Pensjonsforsikring AS	6,114	$251.1K	0.0%	Value	Low	Oslo, Norway	2026-10-15
Accurate Wealth Management, LLC	6,106	$238.6K	0.0%	Core	Medium	Wesley Chapel, FL	2026-10-20
Sagespring Wealth Partners, LLC	6,040	$248.0K	0.0%	ETF	Low	Franklin, TN	2026-10-22
ASR Vermogensbeheer N.V.	6,033	$247.8K	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Gibbs Wealth Management	5,999	$246.4K	0.0%	Core	Low	Alpharetta, GA	2026-10-22
Almanack Investment Partners, Llc.	5,882	$241.6K	0.0%	ETF	Medium	Newtown Square, PA	2026-11-03
Kingswood Wealth Advisors, LLC	5,852	$240.4K	0.0%	Growth	Low	San Diego, CA	2026-10-23
IFP Advisors, Inc	5,770	$237.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Evergreen Capital Management LLC	5,670	$232.9K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Trust Asset Management LLC	5,577	$229.0K	0.0%	ETF	Very Low	Houston, TX	2026-11-03
OpenArc Corporate Advisory, LLC	5,565	$228.6K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Parallel Advisors, LLC	5,538	$227.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Cigna Investments Inc	5,330	$218	0.0%	Core	Very Low	Bloomfield, CT	2026-10-19
CWA Asset Management Group, LLC	5,262	$216.1K	0.0%	Core	Medium	Naples, FL	2026-10-19
Independent Solutions Wealth Management, LLC	5,200	$213.6K	0.0%	Growth	Low	Williamsville, NY	2026-10-28
James Investment Research, Inc.	5,170	$212.3K	0.0%	Core	Low	Alpha, OH	2026-10-22
Soltis Investment Advisors LLC	5,048	$207.3K	0.0%	Core	Medium	St. George, UT	2026-10-28
Ballast Financial Advisors LLC	5,000	$205.4K	0.2%	ETF	Very Low	West Chester, PA	2026-10-26
Cornerstone Wealth Management, LLC	4,974	$204.3K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Compound Planning, Inc.	4,924	$202.2K	0.0%	Core	Low	New York, NY	2026-11-05
Physician Wealth Advisors, Inc.	3,930	$161.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
TD Private Client Wealth LLC	3,533	$145.1K	0.0%	ETF	Low	New York, NY	2026-10-28
Pinnacle Wealth Planning Services, Inc.	3,177	$130.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Fairscale Capital, LLC	2,775	$91.4K	0.1%	Growth	Very Low	Nashua, NH	2026-11-04
Nfsg Corp	2,537	$104.2K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Golden State Wealth Management, LLC	2,533	$104.0K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Comprehensive Financial Planning, Inc.	2,475	$101.6K	0.1%	Agg Growth	Low	East Petersburg, PA	2026-10-27
Versant Capital Management, Inc	2,391	$98.2K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Birch Financial Group, LLC	2,378	$97.7K	0.0%	Core	Low	Keene, NH	2026-10-27
Harbor Capital Advisors, Inc.	2,254	$93	0.0%	Value	High	Chicago, IL	2026-10-22
MassMutual Private Wealth & Trust, FSB	2,187	$89.8K	0.0%	Core	Low	Springfield, MA	2026-10-05
EverSource Wealth Advisors, LLC	2,186	$89.8K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Planning Strategies Inc.	2,179	$89.5K	0.1%	ETF	N/A	Lancaster, PA	2026-10-02
Livforsakringsbolaget Skandia, Omsesidigt	2,140	$87.9K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
Armstrong Advisory Group, Inc	2,130	$87.5K	0.0%	ETF	High	Needham, MA	2026-10-09
Cullen T Bankers, Inc.	2,098	$86.2K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Rydar Equities, Inc.	2,080	$93.5K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Cromwell Holdings LLC	2,037	$83.7K	0.0%	Index	Low	Jackson, WY	2026-10-28
Summit Securities Group LLC	2,000	$82.1K	0.0%	Core	Very High	New York, NY	2026-11-05
Assetmark, Inc	1,875	$77.0K	0.0%	ETF	Low	Concord, CA	2026-10-21
Reyes Financial Architecture, Inc.	1,854	$76.1K	0.0%	ETF	Very High	San Diego, CA	2026-10-22
Compagnie Lombard Odier SCmA	1,800	$73.9K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Compass Financial Management LLC	1,705	$70.0K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Financial Consulate, Inc	1,539	$63.2K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Contravisory Investment Management, Inc.	1,531	$62.9K	0.0%	Momentum	High	Norwell, MA	2026-10-13
Parkside Financial Bank & Trust	1,524	$62.6K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
JFS Wealth Advisors, LLC	1,391	$57.1K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Root Financial Partners, LLC	1,338	$55.0K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Rakuten Securities, Inc.	1,337	$54.9K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
SJS Investment Consulting Inc.	1,325	$54.4K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Avion Wealth	1,308	$53	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Axxion S.A.	1,250	$50.8K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Bradley & Co. Private Wealth Management, LLC	1,185	$48.7K	0.0%	Core	Very Low	Miami, FL	2026-10-23
North Star Investment Management Corp.	1,155	$47.4K	0.0%	Core	Low	Chicago, IL	2026-10-27
Lanark Financial, Inc.	1,154	$47.4K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Ascentis Wealth Management, LLC	1,144	$47.0K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Heritage Family Offices, LLP	1,053	$43.2K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Central Pacific Bank - Trust Division	1,000	$41.1K	0.0%	Core	Medium	Honolulu, HI	2026-10-06
Clean Yield Group	900	$37.0K	0.0%	Core	Low	Norwich, VT	2026-10-28
Elyxium Wealth, LLC	896	$36.8K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Eastern Bank	850	$34.9K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Blue Trust, Inc.	845	$34.7K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Spire Wealth Management	750	$30.8K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Highline Wealth Partners LLC	618	$25.4K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Quest 10 Wealth Builders, Inc.	600	$24.6K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
GK Wealth Management LLC	594	$24.4K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Salomon & Ludwin, LLC	574	$23.6K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Signature Equity Partners, LLC	549	$22.5K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Murphy & Mullick Capital Management Corp	515	$21.2K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Burkett Financial Services, LLC	500	$20.5K	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
Provenance Wealth Advisors, LLC	461	$18.9K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Raiffeisen Bank International AG	449	$18.4K	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
Gen-Wealth Partners Inc	420	$17.2K	0.0%	Core	Low	Zeeland, MI	2026-11-04
Montag A & Associates Inc	402	$16.5K	0.0%	Core	Low	Atlanta, GA	2026-10-29
IMG Wealth Management, Inc.	400	$16.4K	0.0%	ETF	Medium	Jacksonville, FL	2026-10-27
Olistico Wealth, LLC	400	$16.4K	0.0%	Growth	Very Low	Tulsa, OK	2026-10-05
Owl Creek Wealth Partners LLC	400	$16.4K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
GF Fund Management Co. Ltd.	389	$16.0K	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Fortitude Family Office, LLC	372	$15.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Elevation Wealth Partners, LLC	355	$14.6K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Bell Investment Advisors, Inc	345	$14.2K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Proathlete Wealth Management LLC	324	$13.3K	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Bullock Wealth Management Group	320	$13.4K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
James T. Borello RIA	312	$12.8K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Farmers & Merchants Investments Inc	310	$12.7K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Manchester Capital Management LLC	310	$12.7K	0.0%	Core	Low	Manchester, VT	2026-10-22
Axiom Investment Management LLC	300	$12.3K	0.0%	Core	N/A	New York, NY	2026-11-03
Intesa Sanpaolo Wealth Management	300	$12.3K	0.0%	Growth	Medium	Luxembourg, Netherlands	2026-10-28
Wolff Wiese Magana LLC	300	$12.3K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
First Premier Bank	290	$12	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Covestor Ltd	257	$11	0.0%	Value	High	London, United Kingdom	2026-10-30
Latitude Advisors, LLC	255	$10.5K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Spurstone Advisory Services, LLC	250	$10.5K	0.1%	Core	Low	Higganum, CT	2026-11-02
Meriwether Wealth & Planning, LLC	250	$10.3K	0.0%	ETF	Medium	Minden, LA	2026-10-13
Investors Research Corp	226	$9.3K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Silver Grove Financial Group, Inc.	219	$9.0K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Carolina Wealth Advisors, LLC	200	$8.2K	0.0%	Yield	High	Myrtle Beach, SC	2026-10-23
New England Capital Financial Advisors LLC	200	$8.2K	0.0%	ETF	Low	Meriden, CT	2026-11-03
Hazlett, Burt & Watson, Inc.	198	$8	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Activest Wealth Management	192	$7.9K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Archer Investment Corp	176	$7.2K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Moisand Fitzgerald Tamayo, LLC	175	$7.2K	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP	155	$6.4K	0.0%	Growth	Very Low	Boston, MA	2026-10-23
PFS Partners, LLC	150	$6.2K	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Tsfg, LLC	150	$6	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Torren Management, LLC	138	$5.7K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
True Wealth Design, LLC	131	$5.4K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Center for Financial Planning, Inc.	130	$5.3K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Midwest Capital Advisors, LLC	130	$5.3K	0.0%	ETF	High	Grand Rapids, MI	2026-11-04
Hurley Capital, LLC	128	$5.3K	0.0%	GARP	Medium	New York, NY	2026-11-05
Ares Financial Consulting, LLC	125	$5.1K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Private Trust Co NA	118	$4.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Bokf, NA	106	$4.4K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Hughes Financial Services, LLC	102	$3.5K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Nova Financial LLC	100	$4.1K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Rossby Financial, LCC	100	$4.1K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Hilltop National Bank	100	$4.1K	0.0%	Core	Low	Casper, WY	2026-10-14
Essential Partners LLC	92	$3.8K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Capital Advisors, Ltd. LLC	92	$4	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Private Wealth Management Group, LLC	85	$3.5K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Clayton Financial Group LLC	85	$3.5K	0.0%	ETF	Low	St. Louis, MO	2026-10-13
Strengthening Families & Communities, LLC	85	$3.5K	0.0%	Core	Medium	Boston, MA	2026-10-21
West Paces Advisors Inc.	80	$3.3K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
UMB Private Wealth Management, LLC	78	$3.2K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
MV Capital Management, Inc.	75	$3.1K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Creative Capital Management Investments LLC	73	$3.0K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Buck Wealth Strategies, LLC	70	$2.9K	0.0%	Value	Medium	Denver, CO	2026-10-28
Sarver Vrooman Wealth Advisors	70	$2.9K	0.0%	ETF	Medium	Kansas City, MO	2026-10-01
Financial Network Wealth Advisors LLC	68	$2.8K	0.0%	ETF	Low	Murray, UT	2026-10-28
Retirement Wealth Solutions LLC	64	$2.6K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Harbor Investment Advisory, LLC	55	$2.3K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
KFG LLC	52	$2.1K	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Bay Harbor Wealth Management, LLC	47	$1.9K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Reap Financial Group, LLC	45	$1.8K	0.0%	ETF	Low	Austin, TX	2026-11-02
Clark Wealth Partners	41	$1.7K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Washington Trust Advisors, Inc.	41	$1.7K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Concord Wealth Partners	39	$1.6K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Burk Holdings LLC	39	$1.6K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Your Advocates Ltd., LLP	37	$1.5K	0.0%	ETF	Low	Houston, TX	2026-11-03
TFC Financial Management, Inc.	37	$1.5K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Pension & Wealth Management Advisors, Inc.	35	$1.4K	0.0%	ETF	Low	Waltham, MA	2026-10-16
DiNuzzo Private Wealth, Inc.	34	$1.4K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Bear Mountain Capital, Inc.	31	$987	0.0%	ETF	Low	Seattle, WA	2026-11-04
Fairway Wealth LLC	30	$1.2K	0.0%	ETF	Low	Independence, OH	2026-10-30
Trust Co	28	$1.2K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Princeton Global Asset Management LLC	25	$1.0K	0.0%	Growth	Low	Princeton, NJ	2026-10-21
Davis Capital Management	23	$945	0.0%	Core	Low	Jacksonville, FL	2026-10-08
William Mack & Associates, Inc.	21	$863	0.0%	ETF	Low	Troy, MI	2026-10-27
Independence Bank of Kentucky	17	$698	0.0%	Growth	Low	Owensboro, KY	2026-10-26
Valley National Advisers Inc	17	$699	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
GHP Investment Advisors, Inc.	15	$617	0.0%	Core	Very Low	Denver, CO	2026-10-15
American Capital Advisory, LLC	11	$452	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Align Financial, LLC	11	$452	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
DecisionPoint Financial, LLC	10	$420	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Arlington Trust Co LLC	10	$411	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Quaker Wealth Management, LLC	9	$370	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Ashurst Perkins Coie Trust Co	9	$369	0.0%	Core	Very Low	Seattle, WA	2026-10-15
WestEnd Advisors, LLC	9	$370	0.0%	ETF	Medium	Charlotte, NC	2026-10-27
Brown, Lisle Ings, Inc.	7	$299	0.0%	Core	Very Low	Providence, RI	2026-10-16
Breakwater Investment Management	5	$206	0.0%	ETF	Low	Seattle, WA	2026-10-20
Godsey & Gibb, Inc	5	$206	0.0%	Core	Low	Richmond, VA	2026-10-14
Nvwm, LLC	5	$205	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Monetary Solutions, Ltd	2	$82	0.0%	ETF	Very Low	Dayton, OH	2026-10-22
Gilpin Wealth Management, LLC	1	$42	0.0%	Growth	Low	Denver, CO	2026-10-09