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Symbotic Inc (SYM)

CUSIP: 87151X101 | NYSE | Industrials · Specialty Industrial Machinery | Large Cap | 805 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
13D/AWalmart Inc.76,350,82339.9%New 5%+ stakeAug 5, 202636d ahead of 13F (15,000,000 sh) · +61,350,823
13D/ADavid A. Ladensohn
with The RBC Millennium Trust, The Tilia Mill Trust, The Serenade Qsst Trust, +1 more
176,936,84258.2%New 5%+ stakeMay 15, 2026No 13F filer matched
13DRonald M. Wright
with The Goose Pond Trust
10,857,4847.9%New 5%+ stakeMay 15, 2026No 13F filer matched
13D/ARichard B. Cohen
with Rjjrp Holdings, Inc., Richard B. Cohen Revocable Trust
45,446,72329.0%New 5%+ stakeSep 19, 2025No 13F filer matched
13D/AWalmart Inc.76,350,823
39.9% of class · Aug 5, 2026New 5%+ stake
36d ahead of 13F (15,000,000 sh) · +61,350,823
13D/ADavid A. Ladensohn176,936,842
58.2% of class · May 15, 2026New 5%+ stake
with The RBC Millennium Trust, The Tilia Mill Trust, The Serenade Qsst Trust, +1 more
No 13F filer matched
13DRonald M. Wright10,857,484
7.9% of class · May 15, 2026New 5%+ stake
with The Goose Pond Trust
No 13F filer matched
13D/ARichard B. Cohen45,446,723
29.0% of class · Sep 19, 2025New 5%+ stake
with Rjjrp Holdings, Inc., Richard B. Cohen Revocable Trust
No 13F filer matched

Institutional Holders — Q3 2026

Daiwa Securities Group Inc.1,061,323
0.1% of portfolio›$44.6M
Exchange Traded Concepts, LLC687,976
0.1% of portfolio›$28.9M
Citigroup Inc602,807
0.0% of portfolio›$25.4M
RPG Investment Advisory, LLC152,687
1.2% of portfolio›$6.4M
Dimensional Fund Advisors LP118,756
0.0% of portfolio›$5.0M
Slow Capital, Inc.106,057
0.5% of portfolio›$4.5M
Barton Investment Management93,734
0.5% of portfolio›$3.9M
DDD Partners, LLC87,920
0.2% of portfolio›$3.7M
Marathon Capital Management69,085
0.6% of portfolio›$2.9M
Legacy Capital Wealth Partners, LLC63,519
0.6% of portfolio›$2.7M
180 Wealth Advisors, LLC63,385
0.3% of portfolio›$2.7M
Vontobel Holding Ltd.62,473
0.0% of portfolio›$2.6M
Taylor Frigon Capital Management LLC59,501
1.3% of portfolio›$2.5M
Register Financial Advisors LLC58,472
0.8% of portfolio›$2.5M
Hatch Cove Capital, LLC47,300
0.7% of portfolio›$2.0M
Simplex Trading, LLC46,444
0.0% of portfolio›$2.0M
Zevenbergen Capital Investments LLC44,160
0.0% of portfolio›$1.9M
KBC Group NV40,558
0.0% of portfolio›$1.7K
Concurrent Investment Advisors, LLC39,871
0.0% of portfolio›$1.7M
Kestra Private Wealth Services, LLC36,859
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC36,691
0.0% of portfolio›$1.5M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna35,075
0.5% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.34,810
0.0% of portfolio›$1.5K
Nicholas Wealth, Llc.33,820
0.7% of portfolio›$1.4M
Arta Finance Wealth Management LLC31,382
0.6% of portfolio›$1.3M
Prospera Financial Services Inc29,733
0.0% of portfolio›$1.1M
Integrity Alliance, Llc.29,317
0.0% of portfolio›$1.2M
Tealwood Asset Management Inc29,270
0.0% of portfolio›$1.2K
Arkfeld Wealth Strategies, L.L.C.29,000
0.4% of portfolio›$1.3M
Perigon Wealth Management, LLC28,801
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D28,290
0.0% of portfolio›$1.2M
Spire Wealth Management27,672
0.0% of portfolio›$1.2M
Unicom Systems, Inc.27,147
0.1% of portfolio›$1.1M
Grove Street Fiduciary, LLC26,500
0.5% of portfolio›$1.1M
Mitsubishi UFJ Asset Management Co., Ltd.24,036
0.0% of portfolio›$1.0M
State of Wyoming23,533
0.1% of portfolio›$990.0K
Pinnacle Associates LTD21,158
0.0% of portfolio›$890.1K
NLB Skladi, upravljanje premozenja, d.o.o.20,465
0.0% of portfolio›$861.0K
Michael J. Porro & Co. Financial Advisors, Inc.20,386
0.5% of portfolio›$857.6K
Mirae Asset Global Investments Co., Ltd.20,128
0.0% of portfolio›$846.8K
Arizona State Retirement System19,706
0.0% of portfolio›$829.0K
Lighthouse Financial LLC19,345
0.4% of portfolio›$813.8K
Retirement Planning Co of New England, Inc.18,795
0.3% of portfolio›$790.7K
Green Alpha Advisors, LLC18,087
0.5% of portfolio›$760.9K
Essex Investment Management Co LLC17,700
0.1% of portfolio›$744.6K
AlphaCentric Advisors LLC17,500
0.7% of portfolio›$736.2K
Alps Advisors Inc17,300
0.0% of portfolio›$727.8K
Greenwood Gearhart LLC14,217
0.0% of portfolio›$598.1K
Leonteq Securities AG13,039
0.0% of portfolio›$548.6K
D.A. Davidson & Co.12,848
0.0% of portfolio›$540.5K
Pictet Asset Management Holding SA11,552
0.0% of portfolio›$486.0K
Creative Planning11,476
0.0% of portfolio›$482.8K
Kingswood Wealth Advisors, LLC10,964
0.0% of portfolio›$461.3K
Kestra Advisory Services, LLC10,647
0.0% of portfolio›$447.9K
Wealthcare Advisory Partners LLC10,232
0.0% of portfolio›$430.5K
TigerOak Management, L.L.C.10,177
0.1% of portfolio›$428.1K
Cherry Creek Investment Advisors, Inc.10,150
0.2% of portfolio›$427.0K
Once Capital Management, LLC10,000
0.1% of portfolio›$420.7K
Carlson Financial, Inc.9,786
0.2% of portfolio›$411.7K
IFP Advisors, Inc8,912
0.0% of portfolio›$374.9K
Allspring Global Investments Holdings, LLC8,895
0.0% of portfolio›$384.0K
Brookstone Capital Management8,706
0.0% of portfolio›$366.3K
Midwest Professional Planners, Ltd.8,646
0.1% of portfolio›$363.7K
Total Clarity Wealth Management, Inc.8,527
0.1% of portfolio›$358.7K
OP Asset Management Ltd8,513
0.0% of portfolio›$358.1K
Werlinich Asset Management, LLC8,158
0.1% of portfolio›$343.2K
Wealth Enhancement Advisory Services, LLC7,824
0.0% of portfolio›$329.1K
Somerset Trust Co7,427
0.1% of portfolio›$312.5K
Prime Capital Investment Advisors, LLC7,218
0.0% of portfolio›$303.7K
Farther Finance Advisors, LLC6,506
0.0% of portfolio›$273.7K
Onyx Bridge Wealth Group LLC6,479
0.0% of portfolio›$272.6K
Vise Technologies, Inc.6,419
0.0% of portfolio›$270.0K
SBI Securities Co., Ltd.6,129
0.0% of portfolio›$257.8K
International Assets Investment Management, LLC6,114
0.0% of portfolio›$263.9K
Sigma Planning Corp5,932
0.0% of portfolio›$249.6K
MacKenzie Financial Corp5,862
0.0% of portfolio›$246.6K
Verus Capital Partners, LLC5,795
0.0% of portfolio›$243.8K
Malaga Cove Capital, LLC5,234
0.1% of portfolio›$220.2K
Ascent Wealth Partners, LLC5,175
0.0% of portfolio›$217.7K
Private Trust Co NA5,059
0.0% of portfolio›$212.8K
Swiss Life Asset Management Ltd4,939
0.0% of portfolio›$207.8K
New York State Teachers Retirement System4,265
0.0% of portfolio›$179
Fulcrum Asset Management LLP3,494
0.0% of portfolio›$145.0K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.3,170
0.0% of portfolio›$133.4K
Gables Capital Management Inc.3,000
0.0% of portfolio›$126.2K
CoreCap Advisors, LLC2,211
0.0% of portfolio›$93.0K
Rakuten Securities, Inc.2,084
0.0% of portfolio›$87.7K
EverSource Wealth Advisors, LLC1,703
0.0% of portfolio›$71.6K
Armstrong Advisory Group, Inc1,290
0.0% of portfolio›$54.3K
Nfsg Corp1,000
0.0% of portfolio›$42.1K
Wolff Wiese Magana LLC724
0.0% of portfolio›$30.5K
Strategic Advocates LLC700
0.1% of portfolio›$29.4K
SRH Advisors, LLC650
0.0% of portfolio›$27.3K
Toth Financial Advisory Corp632
0.0% of portfolio›$26.6K
GK Wealth Management LLC621
0.0% of portfolio›$26.1K
Ascentis Wealth Management, LLC591
0.0% of portfolio›$24.9K
Parkside Financial Bank & Trust536
0.0% of portfolio›$22.6K
Financial Management Professionals, Inc.508
0.0% of portfolio›$21.4K
Parallel Advisors, LLC396
0.0% of portfolio›$16.7K
Nemes Rush Group LLC396
0.0% of portfolio›$16.7K
Signaturefd, LLC339
0.0% of portfolio›$14.3K
Ascentis Independent Advisors338
0.0% of portfolio›$14.2K
Birch Financial Group, LLC269
0.0% of portfolio›$11.3K
Financial Consulate, Inc250
0.0% of portfolio›$10.5K
IMG Wealth Management, Inc.224
0.0% of portfolio›$9.4K
Adirondack Trust Co217
0.0% of portfolio›$9.1K
Trust Co of Vermont200
0.0% of portfolio›$8.4K
Root Financial Partners, LLC190
0.0% of portfolio›$8.0K
IFS Advisors, LLC182
0.0% of portfolio›$7.7K
West Financial Advisors, LLC150
0.0% of portfolio›$6.3K
City State Bank135
0.0% of portfolio›$5.7K
Avion Wealth123
0.0% of portfolio›$5
Essential Partners LLC106
0.0% of portfolio›$4.5K
Concord Wealth Partners104
0.0% of portfolio›$4.4K
Fairscale Capital, LLC101
0.0% of portfolio›$3.8K
Eastern Bank100
0.0% of portfolio›$4.2K
Hurley Capital, LLC100
0.0% of portfolio›$4.2K
Murphy & Mullick Capital Management Corp100
0.0% of portfolio›$4.2K
Hughes Financial Services, LLC100
0.0% of portfolio›$3.7K
SJS Investment Consulting Inc.100
0.0% of portfolio›$4.2K
TD Waterhouse Canada Inc.100
0.0% of portfolio›$4.3K
Blue Trust, Inc.78
0.0% of portfolio›$3.3K
Fortitude Family Office, LLC72
0.0% of portfolio›$3.0K
Bfsg, LLC70
0.0% of portfolio›$2.9K
Provenance Wealth Advisors, LLC70
0.0% of portfolio›$2.9K
Cassaday & Co Wealth Management LLC67
0.0% of portfolio›$2.8K
Legacy Bridge, LLC50
0.0% of portfolio›$2.1K
Barrett & Company, Inc.50
0.0% of portfolio›$2.1K
Global Trust Asset Management, LLC41
0.0% of portfolio›$1.7K
Lloyd Advisory Services, Llc.41
0.0% of portfolio›$1.7K
Versant Capital Management, Inc40
0.0% of portfolio›$1.7K
Lanark Financial, Inc.40
0.0% of portfolio›$1.7K
Financial Perspectives, Inc40
0.0% of portfolio›$1.7K
Latitude Advisors, LLC39
0.0% of portfolio›$1.6K
Gamma Investing LLC34
0.0% of portfolio›$1.4K
Pinnacle Wealth Planning Services, Inc.33
0.0% of portfolio›$1.4K
Bear Mountain Capital, Inc.30
0.0% of portfolio›$1.1K
Bullock Wealth Management Group30
0.0% of portfolio›$1.3K
Assetmark, Inc26
0.0% of portfolio›$1.1K
Triumph Capital Management25
0.0% of portfolio›$1.1K
CX Institutional25
0.0% of portfolio›$1
Tradewinds Capital Management, LLC25
0.0% of portfolio›$1.1K
Hazlett, Burt & Watson, Inc.20
0.0% of portfolio›$1
Clean Yield Group20
0.0% of portfolio›$841
True Wealth Design, LLC14
0.0% of portfolio›$589
Bell Investment Advisors, Inc11
0.0% of portfolio›$463
Gen-Wealth Partners Inc11
0.0% of portfolio›$444
DeDora Capital, Inc.11
0.0% of portfolio›$463
Bare Financial Services, Inc6
0.0% of portfolio›$252
Key Capital Management, Inc5
0.0% of portfolio›$210
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$168
Capital Advisors, Ltd. LLC3
0.0% of portfolio›$0
JFS Wealth Advisors, LLC2
0.0% of portfolio›$85
DiNuzzo Private Wealth, Inc.2
0.0% of portfolio›$85
Davis Capital Management1
0.0% of portfolio›$42
Covestor Ltd1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Daiwa Securities Group Inc.
1,061,323$44.6M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Exchange Traded Concepts, LLC
687,976$28.9M0.1%GrowthMediumOklahoma City, OK2026-10-28
Citigroup Inc
602,807$25.4M0.0%CoreMediumNew York, NY2026-11-04
RPG Investment Advisory, LLC
152,687$6.4M1.2%GrowthLowPleasanton, CA2026-10-21
Dimensional Fund Advisors LP
118,756$5.0M0.0%IndexLowAustin, TX2026-11-04
Slow Capital, Inc.
106,057$4.5M0.5%Agg GrowthLowGreenbrae, CA2026-10-23
Barton Investment Management
93,734$3.9M0.5%GrowthVery LowWest Conshohocken, PA2026-10-27
DDD Partners, LLC
87,920$3.7M0.2%CoreMediumBellevue, WA2026-11-02
Marathon Capital Management
69,085$2.9M0.6%CoreLowHunt Valley, MD2026-10-23
Legacy Capital Wealth Partners, LLC
63,519$2.7M0.6%CoreMediumLittle Rock, AR2026-10-21
180 Wealth Advisors, LLC
63,385$2.7M0.3%CoreLowFederal Way, WA2026-11-03
Vontobel Holding Ltd.
62,473$2.6M0.0%CoreMediumZurich, Switzerland2026-10-16
Taylor Frigon Capital Management LLC
59,501$2.5M1.3%GrowthMediumScottsdale, AZ2026-10-23
Register Financial Advisors LLC
58,472$2.5M0.8%GARPLowAtlanta, GA2026-10-23
Hatch Cove Capital, LLC
47,300$2.0M0.7%YieldVery HighChicago, IL2026-10-21
Simplex Trading, LLC
46,444$2.0M0.0%CoreVery HighChicago, IL2026-11-04
Zevenbergen Capital Investments LLC
44,160$1.9M0.0%Agg GrowthMediumEdmonds, WA2026-10-08
KBC Group NV
40,558$1.7K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Concurrent Investment Advisors, LLC
39,871$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Kestra Private Wealth Services, LLC
36,859$1.6M0.0%GrowthLowAustin, TX2026-10-30
Commonwealth Equity Services, LLC
36,691$1.5M0.0%ETFLowWaltham, MA2026-11-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
35,075$1.5M0.5%GrowthMediumWarsaw, Russia2026-10-21
Cambridge Investment Research Advisors, Inc.
34,810$1.5K0.0%ETFLowFairfield, IA2026-11-02
Nicholas Wealth, Llc.
33,820$1.4M0.7%GrowthMediumMarietta, GA2026-10-26
Arta Finance Wealth Management LLC
31,382$1.3M0.6%ETFLowMountain View, CA2026-10-28
Prospera Financial Services Inc
29,733$1.1M0.0%CoreMediumDallas, TX2026-11-04
Integrity Alliance, Llc.
29,317$1.2M0.0%ETFMediumUrbandale, IA2026-10-29
Tealwood Asset Management Inc
29,270$1.2K0.0%GrowthMediumMinneapolis, MN2026-10-13
Arkfeld Wealth Strategies, L.L.C.
29,000$1.3M0.4%ValueLowOmaha, NE2026-10-19
Perigon Wealth Management, LLC
28,801$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
State of New Jersey Common Pension Fund D
28,290$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Spire Wealth Management
27,672$1.2M0.0%GrowthMediumMclean, VA2026-10-30
Unicom Systems, Inc.
27,147$1.1M0.1%Agg GrowthVery LowLas Vegas, NV2026-10-13
Grove Street Fiduciary, LLC
26,500$1.1M0.5%ETFVery LowPeterborough, NH2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
24,036$1.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
State of Wyoming
23,533$990.0K0.1%ValueHighCheyenne, WY2026-10-28
Pinnacle Associates LTD
21,158$890.1K0.0%CoreLowNew York, NY2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
20,465$861.0K0.0%GrowthLowLjubljana, Andorra2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
20,386$857.6K0.5%GrowthLowOld Tappan, NJ2026-10-16
Mirae Asset Global Investments Co., Ltd.
20,128$846.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
19,706$829.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Lighthouse Financial LLC
19,345$813.8K0.4%Agg GrowthLowLargo, FL2026-10-23
Retirement Planning Co of New England, Inc.
18,795$790.7K0.3%CoreLowWarwick, RI2026-10-15
Green Alpha Advisors, LLC
18,087$760.9K0.5%GrowthLowNiwot, CO2026-10-08
Essex Investment Management Co LLC
17,700$744.6K0.1%GrowthMediumBoston, MA2026-10-19
AlphaCentric Advisors LLC
17,500$736.2K0.7%CoreHighSan Juan, PR2026-11-03
Alps Advisors Inc
17,300$727.8K0.0%YieldLowDenver, CO2026-11-03
Greenwood Gearhart LLC
14,217$598.1K0.0%ETFLowFayetteville, AR2026-11-02
Leonteq Securities AG
13,039$548.6K0.0%CoreHighZurich, Switzerland2026-10-29
D.A. Davidson & Co.
12,848$540.5K0.0%CoreLowGreat Falls, MT2026-10-28
Pictet Asset Management Holding SA
11,552$486.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Creative Planning
11,476$482.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
10,964$461.3K0.0%GrowthLowSan Diego, CA2026-10-23
Kestra Advisory Services, LLC
10,647$447.9K0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
10,232$430.5K0.0%ETFLowWest Chester, PA2026-10-21
TigerOak Management, L.L.C.
10,177$428.1K0.1%GrowthVery LowNashville, TN2026-10-23
Cherry Creek Investment Advisors, Inc.
10,150$427.0K0.2%GrowthLowEnglewood, CO2026-10-14
Once Capital Management, LLC
10,000$420.7K0.1%Agg GrowthLowNew York, NY2026-11-02
Carlson Financial, Inc.
9,786$411.7K0.2%GrowthLowCanby, OR2026-11-05
IFP Advisors, Inc
8,912$374.9K0.0%GrowthLowTampa, FL2026-10-16
Allspring Global Investments Holdings, LLC
8,895$384.0K0.0%CoreMediumCharlotte, NC2026-11-04
Brookstone Capital Management
8,706$366.3K0.0%ETFMediumWheaton, IL2026-10-22
Midwest Professional Planners, Ltd.
8,646$363.7K0.1%GrowthMediumWausau, WI2026-10-29
Total Clarity Wealth Management, Inc.
8,527$358.7K0.1%ETFMediumSt. Charles, IL2026-10-26
OP Asset Management Ltd
8,513$358.1K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Werlinich Asset Management, LLC
8,158$343.2K0.1%GrowthVery LowStamford, CT2026-10-09
Wealth Enhancement Advisory Services, LLC
7,824$329.1K0.0%CoreLowPlymouth, MN2026-10-13
Somerset Trust Co
7,427$312.5K0.1%CoreVery LowSomerset, PA2026-10-13
Prime Capital Investment Advisors, LLC
7,218$303.7K0.0%ETFLowOverland Park, KS2026-10-20
Farther Finance Advisors, LLC
6,506$273.7K0.0%IndexLowSan Francisco, CA2026-10-08
Onyx Bridge Wealth Group LLC
6,479$272.6K0.0%ETFMediumTarrytown, NY2026-10-16
Vise Technologies, Inc.
6,419$270.0K0.0%IndexLowNew York, NY2026-10-29
SBI Securities Co., Ltd.
6,129$257.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
International Assets Investment Management, LLC
6,114$263.9K0.0%CoreVery HighOrlando, FL2026-11-02
Sigma Planning Corp
5,932$249.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
MacKenzie Financial Corp
5,862$246.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Verus Capital Partners, LLC
5,795$243.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Malaga Cove Capital, LLC
5,234$220.2K0.1%GrowthLowPv Estates, CA2026-10-23
Ascent Wealth Partners, LLC
5,175$217.7K0.0%GrowthLowNew Hartford, NY2026-10-23
Private Trust Co NA
5,059$212.8K0.0%CoreLowCleveland, OH2026-10-20
Swiss Life Asset Management Ltd
4,939$207.8K0.0%CoreLowZurich, Switzerland2026-11-03
New York State Teachers Retirement System
4,265$1790.0%CoreVery LowAlbany, NY2026-10-22
Fulcrum Asset Management LLP
3,494$145.0K0.0%CoreMediumLondon, United Kingdom2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
3,170$133.4K0.0%CoreHighTurin, Latvia2026-10-22
Gables Capital Management Inc.
3,000$126.2K0.0%GrowthVery LowMiami, FL2026-11-04
CoreCap Advisors, LLC
2,211$93.0K0.0%ETFMediumSouthfield, MI2026-10-08
Rakuten Securities, Inc.
2,084$87.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
EverSource Wealth Advisors, LLC
1,703$71.6K0.0%CoreMediumBirmingham, AL2026-11-04
Armstrong Advisory Group, Inc
1,290$54.3K0.0%ETFHighNeedham, MA2026-10-09
Nfsg Corp
1,000$42.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Wolff Wiese Magana LLC
724$30.5K0.0%GrowthLowCarslbad, CA2026-10-15
Strategic Advocates LLC
700$29.4K0.1%GrowthLowSacramento, CA2026-11-03
SRH Advisors, LLC
650$27.3K0.0%ETFVery LowSalina, KS2026-10-22
Toth Financial Advisory Corp
632$26.6K0.0%CoreLowLeesburg, VA2026-10-08
GK Wealth Management LLC
621$26.1K0.0%GARPVery HighReno, NV2026-10-09
Ascentis Wealth Management, LLC
591$24.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
536$22.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Management Professionals, Inc.
508$21.4K0.0%ETFMediumAustin, TX2026-10-23
Parallel Advisors, LLC
396$16.7K0.0%IndexLowSan Francisco, CA2026-11-03
Nemes Rush Group LLC
396$16.7K0.0%CoreVery LowNovi, MI2026-11-04
Signaturefd, LLC
339$14.3K0.0%IndexLowAtlanta, GA2026-10-23
Ascentis Independent Advisors
338$14.2K0.0%ETFLowDallas, TX2026-11-03
Birch Financial Group, LLC
269$11.3K0.0%CoreLowKeene, NH2026-10-27
Financial Consulate, Inc
250$10.5K0.0%ETFLowHunt Valley, MD2026-10-23
IMG Wealth Management, Inc.
224$9.4K0.0%ETFMediumJacksonville, FL2026-10-27
Adirondack Trust Co
217$9.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Trust Co of Vermont
200$8.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Root Financial Partners, LLC
190$8.0K0.0%ETFMediumEncinitas, CA2026-10-21
IFS Advisors, LLC
182$7.7K0.0%ETFLowOverland Park, KS2026-10-14
West Financial Advisors, LLC
150$6.3K0.0%ETFLowDes Moines, IA2026-10-22
City State Bank
135$5.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
Avion Wealth
123$50.0%ETFLowThe Woodlands, TX2026-11-04
Essential Partners LLC
106$4.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Concord Wealth Partners
104$4.4K0.0%GrowthLowAbingdon, VA2026-11-02
Fairscale Capital, LLC
101$3.8K0.0%GrowthVery LowNashua, NH2026-11-04
Eastern Bank
100$4.2K0.0%GrowthMediumBoston, MA2026-10-05
Hurley Capital, LLC
100$4.2K0.0%GARPMediumNew York, NY2026-11-05
Murphy & Mullick Capital Management Corp
100$4.2K0.0%GrowthLowSmithtown, NY2026-11-02
Hughes Financial Services, LLC
100$3.7K0.0%ETFLowHerndon, VA2026-10-30
SJS Investment Consulting Inc.
100$4.2K0.0%ETFVery LowSylvania, OH2026-10-26
TD Waterhouse Canada Inc.
100$4.3K0.0%CoreLowToronto, Australia2026-10-16
Blue Trust, Inc.
78$3.3K0.0%ETFLowBrentwood, TN2026-10-15
Fortitude Family Office, LLC
72$3.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Bfsg, LLC
70$2.9K0.0%CoreLowIrvine, CA2026-10-30
Provenance Wealth Advisors, LLC
70$2.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cassaday & Co Wealth Management LLC
67$2.8K0.0%ETFVery LowMclean, VA2026-10-27
Legacy Bridge, LLC
50$2.1K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Barrett & Company, Inc.
50$2.1K0.0%ETFLowProvidence, RI2026-10-22
Global Trust Asset Management, LLC
41$1.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Lloyd Advisory Services, Llc.
41$1.7K0.0%ETFVery HighSuwanee, GA2026-11-02
Versant Capital Management, Inc
40$1.7K0.0%GARPLowPhoenix, AZ2026-10-02
Lanark Financial, Inc.
40$1.7K0.0%CoreMediumBirmingham, AL2026-10-26
Financial Perspectives, Inc
40$1.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Latitude Advisors, LLC
39$1.6K0.0%ETFLowYorkville, IL2026-10-27
Gamma Investing LLC
34$1.4K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
33$1.4K0.0%GARPLowMansfield, OH2026-10-27
Bear Mountain Capital, Inc.
30$1.1K0.0%ETFLowSeattle, WA2026-11-04
Bullock Wealth Management Group
30$1.3K0.0%GrowthLowBloomington, IN2026-10-09
Assetmark, Inc
26$1.1K0.0%ETFLowConcord, CA2026-10-21
Triumph Capital Management
25$1.1K0.0%ETFMediumDenver, CO2026-10-14
CX Institutional
25$10.0%CoreMediumAuburn, IN2026-10-02
Tradewinds Capital Management, LLC
25$1.1K0.0%ETFVery HighBellingham, WA2026-10-23
Hazlett, Burt & Watson, Inc.
20$10.0%CoreVery LowWheeling, WV2026-11-04
Clean Yield Group
20$8410.0%CoreLowNorwich, VT2026-10-28
True Wealth Design, LLC
14$5890.0%ETFMediumAkron, OH2026-10-13
Bell Investment Advisors, Inc
11$4630.0%ETFVery LowOrinda, CA2026-10-29
Gen-Wealth Partners Inc
11$4440.0%CoreLowZeeland, MI2026-11-04
DeDora Capital, Inc.
11$4630.0%ETFVery LowNapa, CA2026-10-26
Bare Financial Services, Inc
6$2520.0%ETFVery LowGap, PA2026-11-04
Key Capital Management, Inc
5$2100.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Bay Harbor Wealth Management, LLC
4$1680.0%ETFMediumHunt Valley, MD2026-11-03
Capital Advisors, Ltd. LLC
3$00.0%ETFLowShaker Heights, OH2026-10-27
JFS Wealth Advisors, LLC
2$850.0%ETFVery LowHermitage, PA2026-11-03
DiNuzzo Private Wealth, Inc.
2$850.0%ETFLowBeaver, PA2026-10-16
Davis Capital Management
1$420.0%CoreLowJacksonville, FL2026-10-08
Covestor Ltd
1$00.0%ValueHighLondon, United Kingdom2026-10-30