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Talen Energy Corp (TLN)

CUSIP: 87422Q109 | NYSE | Utilities · Utilities - Independent Power Producers | Large Cap | 1015 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Attestor Capital Ltd587,470
32.1% of portfolio›$183.7M
Two Seas Capital LP535,493
1.9% of portfolio›$167.4M
Assenagon Asset Management S.A.373,768
0.1% of portfolio›$116.9M
Yacktman Asset Management LP359,700
1.3% of portfolio›$112.5M
Blue Grotto Capital, LLC290,000
6.2% of portfolio›$90.7M
Bank of New York Mellon Corp281,563
0.0% of portfolio›$88.0M
Pictet Asset Management Holding SA200,323
0.1% of portfolio›$62.6M
US Bancorp \de\151,776
0.1% of portfolio›$47.5M
Dimensional Fund Advisors LP143,906
0.0% of portfolio›$45.0M
Tran Capital Management, L.P.131,157
4.7% of portfolio›$41.0M
Allspring Global Investments Holdings, LLC123,818
0.1% of portfolio›$40.0M
Principal Financial Group Inc101,883
0.0% of portfolio›$31.9M
Generate Investment Management Ltd100,000
1.2% of portfolio›$31.3M
Cushing Asset Management, LP dba NXG Investment Management92,600
1.3% of portfolio›$29.0M
Canoe Financial LP71,000
0.3% of portfolio›$22.7M
Exchange Traded Concepts, LLC66,821
0.1% of portfolio›$20.9M
RWC Asset Management LLP50,306
0.6% of portfolio›$15.7M
CenterBook Partners LP46,080
0.7% of portfolio›$14.4M
Retirement Systems of Alabama45,962
0.0% of portfolio›$14.4M
Citigroup Inc40,120
0.0% of portfolio›$12.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS39,836
0.1% of portfolio›$12.5M
Thrivent Financial for Lutherans39,456
0.0% of portfolio›$12.3K
New York State Teachers Retirement System38,951
0.0% of portfolio›$12.2K
Diversify Wealth Management, LLC32,582
0.2% of portfolio›$11.5M
Diversify Advisory Services, LLC32,582
0.2% of portfolio›$11.5M
North Point Portfolio Managers Corp31,779
1.7% of portfolio›$9.9M
Amalgamated Bank20,743
0.0% of portfolio›$6.5K
Gateway Investment Advisers LLC17,523
0.0% of portfolio›$5.5M
Kestra Advisory Services, LLC17,375
0.0% of portfolio›$5.4M
Mutual of America Capital Management LLC16,255
0.1% of portfolio›$5.1M
Lanark Financial, Inc.15,207
0.3% of portfolio›$4.8M
Sanders Morris Harris LLC14,595
0.6% of portfolio›$4.6M
Virginia Retirement Systems ET Al13,680
0.0% of portfolio›$4.3M
Strs Ohio13,614
0.0% of portfolio›$4.3M
State of New Jersey Common Pension Fund D13,421
0.0% of portfolio›$4.2M
Spirit of America Management Corp13,250
0.8% of portfolio›$4.1M
Louisiana State Employees Retirement System13,200
0.1% of portfolio›$4.1M
Truist Financial Corp13,078
0.0% of portfolio›$4.1M
Meridian Wealth Management, LLC12,869
0.1% of portfolio›$4.0M
Oppenheimer Asset Management Inc.12,839
0.0% of portfolio›$4.0M
Oppenheimer & Co Inc12,643
0.0% of portfolio›$4.0M
Yousif Capital Management, LLC11,961
0.0% of portfolio›$3.7M
Sterling Capital Management LLC11,571
0.1% of portfolio›$3.6M
Arizona State Retirement System11,464
0.0% of portfolio›$3.6M
Williams Jones Wealth Management, Llc.11,076
0.0% of portfolio›$3.5M
Fifth Third Bancorp10,837
0.0% of portfolio›$3.4M
State of Michigan Retirement System10,500
0.0% of portfolio›$3.3M
Wilmington Savings Fund Society, FSB9,375
0.1% of portfolio›$2.9M
Oregon Public Employees Retirement Fund9,247
0.0% of portfolio›$2.9M
ACR Alpine Capital Research, LLC9,200
0.0% of portfolio›$2.9M
Xponance LLC8,125
0.0% of portfolio›$2.5M
Alps Advisors Inc7,878
0.0% of portfolio›$2.5M
Creative Planning7,410
0.0% of portfolio›$2.3M
Oak Thistle LLC7,231
0.2% of portfolio›$2.3M
Farther Finance Advisors, LLC6,776
0.0% of portfolio›$2.1M
Metatron Capital Sicav plc - Metatron Long Term Equity Fund6,494
1.0% of portfolio›$2.0M
Elevation Point Wealth Partners, LLC6,370
0.0% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC5,954
0.0% of portfolio›$2.1M
Clear Harbor Asset Management, LLC5,930
0.1% of portfolio›$1.9M
State of Wyoming5,747
0.1% of portfolio›$1.8M
IFP Advisors, Inc5,708
0.0% of portfolio›$1.8M
iA Global Asset Management Inc.5,598
0.0% of portfolio›$1.8K
Formidable Asset Management, LLC5,517
0.3% of portfolio›$2.0M
Commonwealth Equity Services, LLC5,476
0.0% of portfolio›$1.7M
Colonial River Investments, LLC5,192
0.4% of portfolio›$1.6M
FNY Investment Advisers, LLC4,950
0.0% of portfolio›$1.5K
D.A. Davidson & Co.4,679
0.0% of portfolio›$1.5M
Simplex Trading, LLC4,435
0.0% of portfolio›$1.4M
Y.D. More Investments Ltd4,426
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC4,414
0.0% of portfolio›$1.4M
State of Alaska, Department of Revenue4,224
0.0% of portfolio›$1.3K
SAX Wealth Advisors, LLC4,200
0.0% of portfolio›$1.3M
J.Safra Asset Management Corp3,790
0.1% of portfolio›$1.2M
PFG Advisors3,782
0.1% of portfolio›$1.2M
Crossmark Global Holdings, Inc.3,259
0.0% of portfolio›$1.0M
Cassaday & Co Wealth Management LLC3,200
0.0% of portfolio›$1.0M
Elevatus Welath Management3,102
0.2% of portfolio›$969.9K
Wolverine Asset Management LLC2,640
0.0% of portfolio›$825.5K
Swiss Life Asset Management Ltd2,608
0.0% of portfolio›$815.5K
Clear Wave Wealth Management LLC2,590
0.1% of portfolio›$809.9K
Wedbush Securities Inc2,527
0.0% of portfolio›$790
CX Institutional2,514
0.0% of portfolio›$786
Inspire Investing, LLC2,497
0.0% of portfolio›$780.8K
Churchill Financial Advisors, LLC2,434
0.1% of portfolio›$761.1K
Chicago Partners Investment Group LLC2,406
0.0% of portfolio›$789.0K
Cambridge Investment Research Advisors, Inc.2,390
0.0% of portfolio›$747
Park Avenue Securities LLC2,371
0.0% of portfolio›$741
Atria Investments, Inc2,205
0.0% of portfolio›$689.5K
Parcion Private Wealth LLC2,182
0.0% of portfolio›$682.3K
Bokf, NA2,030
0.0% of portfolio›$634.8K
Kazazian Asset Management, LLC2,000
0.5% of portfolio›$625.4K
Vise Technologies, Inc.1,943
0.0% of portfolio›$607.6K
Y-Intercept (Hong Kong) Ltd1,878
0.0% of portfolio›$587.2K
Vanguard Capital Wealth Advisors1,850
0.4% of portfolio›$578.5K
Biltmore Family Office, LLC1,830
0.1% of portfolio›$572.2K
Kingswood Wealth Advisors, LLC1,800
0.0% of portfolio›$562.8K
ProShare Advisors LLC1,693
0.0% of portfolio›$529.4K
World Equity Group, Inc.1,687
0.2% of portfolio›$527.5K
Fifth Third Wealth Advisors LLC1,675
0.0% of portfolio›$523.8K
GF Fund Management Co. Ltd.1,638
0.0% of portfolio›$512.2K
Praxis Investment Management Inc1,624
0.0% of portfolio›$508
Tealwood Asset Management Inc1,619
0.0% of portfolio›$506
Hohimer Wealth Management, LLC1,596
0.0% of portfolio›$499.1K
Fortitude Advisory Group L.L.C.1,493
0.2% of portfolio›$466.8K
CIBC Asset Management Inc1,413
0.0% of portfolio›$441.8K
Goldstein Advisors, LLC1,402
0.0% of portfolio›$438.4K
Evergreen Capital Management LLC1,397
0.0% of portfolio›$436.8K
North Dakota State Investment Board1,377
0.0% of portfolio›$430.6K
KBC Group NV1,314
0.0% of portfolio›$411
Themes Management Co LLC1,291
0.3% of portfolio›$403.7K
Crescent Grove Advisors, LLC1,255
0.0% of portfolio›$392.4K
Resonant Capital Advisors, LLC1,088
0.0% of portfolio›$340.2K
Riggs Asset Managment Co. Inc.1,084
0.1% of portfolio›$339.0K
GK Wealth Management LLC1,045
0.2% of portfolio›$326.8K
Diversified Enterprises, LLC1,033
0.0% of portfolio›$323.0K
VestGen Advisors, LLC1,033
0.0% of portfolio›$323.0K
Hudock, Inc.984
0.0% of portfolio›$307.7K
Profund Advisors LLC973
0.0% of portfolio›$304.2K
Quadrant Capital Group LLC955
0.0% of portfolio›$364.9K
Values First Advisors, Inc.940
0.1% of portfolio›$293.8K
Independent Financial Group, LLC934
0.0% of portfolio›$292.1K
Blue Bell Private Wealth Management, LLC786
0.0% of portfolio›$245.8K
Atlatl Advisers LLC785
0.1% of portfolio›$245.5K
Wedmont Private Capital781
0.0% of portfolio›$280.6K
Spire Wealth Management779
0.0% of portfolio›$243.6K
Sigma Planning Corp775
0.0% of portfolio›$246.8K
Compound Planning, Inc.773
0.0% of portfolio›$241.7K
Creative Financial Designs Inc757
0.0% of portfolio›$236.7K
Brighton Jones LLC717
0.0% of portfolio›$224.2K
Nicholas Wealth, Llc.705
0.1% of portfolio›$220.4K
Triton Wealth Management, Pllc701
0.1% of portfolio›$255.0K
B. Riley Wealth Advisors, Inc.691
0.0% of portfolio›$216.1K
Partners Wealth Management, LLC686
0.0% of portfolio›$214.5K
Archer Investment Corp686
0.0% of portfolio›$214.5K
Stanley-Laman Group, Ltd.680
0.0% of portfolio›$212.6K
Nations Financial Group Inc,677
0.0% of portfolio›$211.7K
Krilogy Financial LLC660
0.0% of portfolio›$250.6K
Venture Visionary Partners LLC656
0.0% of portfolio›$205.1K
Alta Capital Management LLC/639
0.0% of portfolio›$199.8K
Revisor Wealth Management LLC614
0.1% of portfolio›$204.5K
Blue Trust, Inc.567
0.0% of portfolio›$177.3K
Clarus Wealth Advisors556
0.1% of portfolio›$210.6K
EverSource Wealth Advisors, LLC549
0.0% of portfolio›$171.7K
Costello Asset Management, Inc546
0.1% of portfolio›$170.7K
WPG Advisers, LLC531
0.1% of portfolio›$166.0K
Birch Financial Group, LLC525
0.1% of portfolio›$164.3K
Gamma Investing LLC501
0.0% of portfolio›$156.7K
First Horizon Corp459
0.0% of portfolio›$143.5K
Compound Global Advisors, LLC400
1.4% of portfolio›$125.1K
Thurston, Springer, Miller, Herd & Titak, Inc.317
0.2% of portfolio›$99.1K
Mirae Asset Global Investments Co., Ltd.295
0.0% of portfolio›$92.2K
Meriwether Wealth & Planning, LLC275
0.0% of portfolio›$86.0K
TD Waterhouse Canada Inc.267
0.0% of portfolio›$86.3K
Mosley Wealth Management240
0.0% of portfolio›$84.9K
Signaturefd, LLC203
0.0% of portfolio›$63.5K
Private Trust Co NA192
0.0% of portfolio›$60.0K
Lodestone Wealth Management LLC174
0.0% of portfolio›$54.4K
Golden State Wealth Management, LLC156
0.0% of portfolio›$48.8K
Rossby Financial, LCC153
0.0% of portfolio›$47.8K
Assetmark, Inc120
0.0% of portfolio›$37.5K
Morton Brown Family Wealth, LLC120
0.0% of portfolio›$37.5K
Fortitude Family Office, LLC119
0.0% of portfolio›$37.2K
Heritage Family Offices, LLP116
0.0% of portfolio›$36.3K
Grove Bank & Trust104
0.0% of portfolio›$32.5K
Mitsubishi UFJ Asset Management Co., Ltd.100
0.0% of portfolio›$31.3K
Pinnacle Bancorp, Inc.91
0.0% of portfolio›$28.5K
Abound Wealth Management85
0.0% of portfolio›$26.6K
Parkside Financial Bank & Trust73
0.0% of portfolio›$22.8K
Parallel Advisors, LLC66
0.0% of portfolio›$20.6K
Ascentis Wealth Management, LLC63
0.0% of portfolio›$19.7K
Harel Insurance Investments & Financial Services Ltd.61
0.0% of portfolio›$19
SBI Securities Co., Ltd.58
0.0% of portfolio›$18.1K
Root Financial Partners, LLC50
0.0% of portfolio›$15.6K
Salomon & Ludwin, LLC43
0.0% of portfolio›$13.4K
Farmers & Merchants Investments Inc40
0.0% of portfolio›$12.5K
Latitude Advisors, LLC40
0.0% of portfolio›$12.5K
Mather Group, Llc.39
0.0% of portfolio›$12.2K
Bell Investment Advisors, Inc38
0.0% of portfolio›$11.9K
James T. Borello RIA36
0.0% of portfolio›$11.3K
Harbor Investment Advisory, LLC35
0.0% of portfolio›$10.9K
Farmers & Merchants Trust Co of Chambersburg PA33
0.0% of portfolio›$10
MassMutual Private Wealth & Trust, FSB29
0.0% of portfolio›$9.1K
Kennebec Savings Bank27
0.0% of portfolio›$8.4K
Covestor Ltd27
0.0% of portfolio›$9
Hilton Head Capital Partners, LLC24
0.0% of portfolio›$7.5K
Versant Capital Management, Inc23
0.0% of portfolio›$7.2K
Bare Financial Services, Inc22
0.0% of portfolio›$6.9K
Nisa Investment Advisors, LLC22
0.0% of portfolio›$6.9K
Signature Equity Partners, LLC22
0.0% of portfolio›$6.9K
Main Street Group, LTD20
0.0% of portfolio›$6.3K
Retirement Wealth Solutions LLC14
0.0% of portfolio›$4.4K
Aspect Partners, LLC13
0.0% of portfolio›$4.1K
Physician Wealth Advisors, Inc.13
0.0% of portfolio›$4.1K
Cromwell Holdings LLC13
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.13
0.0% of portfolio›$4.1K
Elyxium Wealth, LLC12
0.0% of portfolio›$3.8K
West Paces Advisors Inc.12
0.0% of portfolio›$3.8K
Avion Wealth11
0.0% of portfolio›$3
Global Trust Asset Management, LLC11
0.0% of portfolio›$3.4K
Hughes Financial Services, LLC10
0.0% of portfolio›$3.5K
Tradewinds Capital Management, LLC10
0.0% of portfolio›$3.1K
Barrett & Company, Inc.10
0.0% of portfolio›$3.1K
Essential Partners LLC10
0.0% of portfolio›$3.1K
Hazlett, Burt & Watson, Inc.10
0.0% of portfolio›$3
Fulcrum Asset Management LLP9
0.0% of portfolio›$2.8K
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$2.5K
Larson Financial Group LLC8
0.0% of portfolio›$2.5K
Planning Strategies Inc.8
0.0% of portfolio›$2.5K
CoreCap Advisors, LLC7
0.0% of portfolio›$2.2K
True Wealth Design, LLC6
0.0% of portfolio›$1.9K
UMB Private Wealth Management, LLC6
0.0% of portfolio›$1.9K
Caitong International Asset Management Co., Ltd6
0.0% of portfolio›$1.9K
American Capital Advisory, LLC6
0.0% of portfolio›$1.9K
Rosenberg Matthew Hamilton5
0.0% of portfolio›$1.6K
Proathlete Wealth Management LLC5
0.0% of portfolio›$1.6K
Pinnacle Wealth Planning Services, Inc.5
0.0% of portfolio›$1.6K
Provenance Wealth Advisors, LLC4
0.0% of portfolio›$1.3K
Brown, Lisle Ings, Inc.4
0.0% of portfolio›$1.3K
Burk Holdings LLC3
0.0% of portfolio›$938
Plante Moran Financial Advisors, LLC2
0.0% of portfolio›$625
Quaker Wealth Management, LLC2
0.0% of portfolio›$626
Ascentis Independent Advisors2
0.0% of portfolio›$625
North Star Investment Management Corp.2
0.0% of portfolio›$625
TD Private Client Wealth LLC1
0.0% of portfolio›$313
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$313
StyleTurnoverLocationFiled
Attestor Capital Ltd
587,470$183.7M32.1%Agg GrowthMediumGrand Cayman, Germany2026-11-05
Two Seas Capital LP
535,493$167.4M1.9%MomentumMediumRye, NY2026-10-06
Assenagon Asset Management S.A.
373,768$116.9M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Yacktman Asset Management LP
359,700$112.5M1.3%ValueVery LowAustin, TX2026-11-02
Blue Grotto Capital, LLC
290,000$90.7M6.2%GARPVery HighAtlanta, GA2026-11-04
Bank of New York Mellon Corp
281,563$88.0M0.0%CoreLowNew York, NY2026-11-05
Pictet Asset Management Holding SA
200,323$62.6M0.1%GrowthMediumCarouge, Switzerland2026-11-03
US Bancorp \de\
151,776$47.5M0.1%IndexLowMinneapolis, MN2026-11-05
Dimensional Fund Advisors LP
143,906$45.0M0.0%IndexLowAustin, TX2026-11-04
Tran Capital Management, L.P.
131,157$41.0M4.7%MomentumMediumSan Rafael, CA2026-10-19
Allspring Global Investments Holdings, LLC
123,818$40.0M0.1%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
101,883$31.9M0.0%CoreLowDes Moines, IA2026-11-02
Generate Investment Management Ltd
100,000$31.3M1.2%GrowthHighAuckland, Peru2026-10-14
Cushing Asset Management, LP dba NXG Investment Management
92,600$29.0M1.3%YieldMediumDallas, TX2026-10-26
Canoe Financial LP
71,000$22.7M0.3%ValueMediumCalgary, Abu Dhabi2026-10-21
Exchange Traded Concepts, LLC
66,821$20.9M0.1%GrowthMediumOklahoma City, OK2026-10-28
RWC Asset Management LLP
50,306$15.7M0.6%YieldMediumLondon, United Kingdom2026-10-22
CenterBook Partners LP
46,080$14.4M0.7%ValueVery HighGreenwich, CT2026-11-02
Retirement Systems of Alabama
45,962$14.4M0.0%IndexLowMontgomery, AL2026-11-04
Citigroup Inc
40,120$12.5M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
39,836$12.5M0.1%CoreLowHarrisburg, PA2026-11-03
Thrivent Financial for Lutherans
39,456$12.3K0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
38,951$12.2K0.0%CoreVery LowAlbany, NY2026-10-22
Diversify Wealth Management, LLC
32,582$11.5M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
32,582$11.5M0.2%GrowthLowSandy, UT2026-10-20
North Point Portfolio Managers Corp
31,779$9.9M1.7%GrowthLowOrange Village, OH2026-10-07
Amalgamated Bank
20,743$6.5K0.0%CoreVery LowNew York, NY2026-10-23
Gateway Investment Advisers LLC
17,523$5.5M0.0%GrowthLowCincinnati, OH2026-10-13
Kestra Advisory Services, LLC
17,375$5.4M0.0%CoreLowAustin, TX2026-11-02
Mutual of America Capital Management LLC
16,255$5.1M0.1%IndexLowNew York, NY2026-10-23
Lanark Financial, Inc.
15,207$4.8M0.3%CoreMediumBirmingham, AL2026-10-26
Sanders Morris Harris LLC
14,595$4.6M0.6%GARPLowHouston, TX2026-10-14
Virginia Retirement Systems ET Al
13,680$4.3M0.0%CoreMediumRichmond, VA2026-10-28
Strs Ohio
13,614$4.3M0.0%CoreMediumColumbus, OH2026-10-30
State of New Jersey Common Pension Fund D
13,421$4.2M0.0%CoreLowTrenton, NJ2026-11-05
Spirit of America Management Corp
13,250$4.1M0.8%GARPLowSyosset, NY2026-10-14
Louisiana State Employees Retirement System
13,200$4.1M0.1%IndexLowBaton Rouge, LA2026-10-20
Truist Financial Corp
13,078$4.1M0.0%CoreLowCharlotte, NC2026-10-30
Meridian Wealth Management, LLC
12,869$4.0M0.1%GrowthLowLexington, KY2026-11-05
Oppenheimer Asset Management Inc.
12,839$4.0M0.0%CoreMediumNew York, NY2026-10-27
Oppenheimer & Co Inc
12,643$4.0M0.0%CoreLowNew York, NY2026-10-26
Yousif Capital Management, LLC
11,961$3.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sterling Capital Management LLC
11,571$3.6M0.1%GARPMediumCharlotte, NC2026-10-22
Arizona State Retirement System
11,464$3.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Williams Jones Wealth Management, Llc.
11,076$3.5M0.0%GrowthLowNew York, NY2026-11-05
Fifth Third Bancorp
10,837$3.4M0.0%IndexVery LowCincinnati, OH2026-11-05
State of Michigan Retirement System
10,500$3.3M0.0%IndexLowEast Lansing, MI2026-10-27
Wilmington Savings Fund Society, FSB
9,375$2.9M0.1%CoreLowWilmington, DE2026-10-23
Oregon Public Employees Retirement Fund
9,247$2.9M0.0%IndexVery LowTigard, OR2026-10-30
ACR Alpine Capital Research, LLC
9,200$2.9M0.0%Deep ValueMediumSt. Louis, MO2026-11-02
Xponance LLC
8,125$2.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Alps Advisors Inc
7,878$2.5M0.0%YieldLowDenver, CO2026-11-03
Creative Planning
7,410$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Oak Thistle LLC
7,231$2.3M0.2%ValueVery HighNew York, NY2026-10-21
Farther Finance Advisors, LLC
6,776$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
6,494$2.0M1.0%GrowthN/ABirkirkara, O12026-11-04
Elevation Point Wealth Partners, LLC
6,370$2.0M0.0%CoreHighDenver, CO2026-11-05
Wealth Enhancement Advisory Services, LLC
5,954$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Clear Harbor Asset Management, LLC
5,930$1.9M0.1%CoreLowStamford, CT2026-11-05
State of Wyoming
5,747$1.8M0.1%ValueHighCheyenne, WY2026-10-28
IFP Advisors, Inc
5,708$1.8M0.0%GrowthLowTampa, FL2026-10-16
iA Global Asset Management Inc.
5,598$1.8K0.0%GrowthMediumQuebec, Austria2026-10-29
Formidable Asset Management, LLC
5,517$2.0M0.3%CoreLowCincinnati, OH2026-11-03
Commonwealth Equity Services, LLC
5,476$1.7M0.0%ETFLowWaltham, MA2026-11-02
Colonial River Investments, LLC
5,192$1.6M0.4%GrowthMediumMidlothian, VA2026-10-19
FNY Investment Advisers, LLC
4,950$1.5K0.0%GrowthVery HighNew York, NY2026-10-16
D.A. Davidson & Co.
4,679$1.5M0.0%CoreLowGreat Falls, MT2026-10-28
Simplex Trading, LLC
4,435$1.4M0.0%CoreVery HighChicago, IL2026-11-04
Y.D. More Investments Ltd
4,426$1.4M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Concurrent Investment Advisors, LLC
4,414$1.4M0.0%GrowthMediumTampa, FL2026-10-16
State of Alaska, Department of Revenue
4,224$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
SAX Wealth Advisors, LLC
4,200$1.3M0.0%ETFVery LowParsippany, NJ2026-10-13
J.Safra Asset Management Corp
3,790$1.2M0.1%ETFLowNew York, NY2026-11-03
PFG Advisors
3,782$1.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Crossmark Global Holdings, Inc.
3,259$1.0M0.0%GARPMediumHouston, TX2026-10-21
Cassaday & Co Wealth Management LLC
3,200$1.0M0.0%ETFVery LowMclean, VA2026-10-27
Elevatus Welath Management
3,102$969.9K0.2%GrowthHighVictor, NY2026-10-19
Wolverine Asset Management LLC
2,640$825.5K0.0%Deep ValueVery HighChicago, IL2026-11-02
Swiss Life Asset Management Ltd
2,608$815.5K0.0%CoreLowZurich, Switzerland2026-11-03
Clear Wave Wealth Management LLC
2,590$809.9K0.1%ETFN/ARed Bank, NJ2026-11-04
Wedbush Securities Inc
2,527$7900.0%CoreLowPasadena, CA2026-10-22
CX Institutional
2,514$7860.0%CoreMediumAuburn, IN2026-10-02
Inspire Investing, LLC
2,497$780.8K0.0%GARPHighMeridian, ID2026-10-22
Churchill Financial Advisors, LLC
2,434$761.1K0.1%CoreLowLouisville, KY2026-10-20
Chicago Partners Investment Group LLC
2,406$789.0K0.0%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
2,390$7470.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
2,371$7410.0%ETFMediumNew York, NY2026-10-26
Atria Investments, Inc
2,205$689.5K0.0%CoreMediumCharlotte, NC2026-10-15
Parcion Private Wealth LLC
2,182$682.3K0.0%CoreMediumBellevue, WA2026-10-28
Bokf, NA
2,030$634.8K0.0%CoreLowTulsa, OK2026-10-27
Kazazian Asset Management, LLC
2,000$625.4K0.5%ValueMediumFort Lauderdale, FL2026-11-02
Vise Technologies, Inc.
1,943$607.6K0.0%IndexLowNew York, NY2026-10-29
Y-Intercept (Hong Kong) Ltd
1,878$587.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Vanguard Capital Wealth Advisors
1,850$578.5K0.4%GrowthMediumDenver, CO2026-10-16
Biltmore Family Office, LLC
1,830$572.2K0.1%GrowthLowCharlotte, NC2026-11-03
Kingswood Wealth Advisors, LLC
1,800$562.8K0.0%GrowthLowSan Diego, CA2026-10-23
ProShare Advisors LLC
1,693$529.4K0.0%GrowthLowBethesda, MD2026-10-29
World Equity Group, Inc.
1,687$527.5K0.2%GrowthMediumSchaumburg, IL2026-10-14
Fifth Third Wealth Advisors LLC
1,675$523.8K0.0%IndexVery LowCincinnati, OH2026-10-22
GF Fund Management Co. Ltd.
1,638$512.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Praxis Investment Management Inc
1,624$5080.0%CoreLowGoshen, IN2026-11-03
Tealwood Asset Management Inc
1,619$5060.0%GrowthMediumMinneapolis, MN2026-10-13
Hohimer Wealth Management, LLC
1,596$499.1K0.0%CoreHighSeattle, WA2026-11-04
Fortitude Advisory Group L.L.C.
1,493$466.8K0.2%GrowthMediumGig Harbor, WA2026-10-15
CIBC Asset Management Inc
1,413$441.8K0.0%GARPLowToronto, South Africa2026-11-05
Goldstein Advisors, LLC
1,402$438.4K0.0%ETFMediumMadison, WI2026-10-15
Evergreen Capital Management LLC
1,397$436.8K0.0%GARPMediumBellevue, WA2026-10-23
North Dakota State Investment Board
1,377$430.6K0.0%GrowthMediumBismarck, ND2026-10-27
KBC Group NV
1,314$4110.0%CoreMediumBrussels, Czech Republic2026-10-22
Themes Management Co LLC
1,291$403.7K0.3%GARPMediumGreenwich, CT2026-10-29
Crescent Grove Advisors, LLC
1,255$392.4K0.0%ETFLowLake Forest, IL2026-10-21
Resonant Capital Advisors, LLC
1,088$340.2K0.0%ETFLowMadison, WI2026-10-15
Riggs Asset Managment Co. Inc.
1,084$339.0K0.1%GrowthMediumDallas, PA2026-11-05
GK Wealth Management LLC
1,045$326.8K0.2%GARPVery HighReno, NV2026-10-09
Diversified Enterprises, LLC
1,033$323.0K0.0%ETFVery LowWilmington, DE2026-10-19
VestGen Advisors, LLC
1,033$323.0K0.0%GrowthMediumChicago, IL2026-10-27
Hudock, Inc.
984$307.7K0.0%ETFLowWilliamsport, PA2026-10-14
Profund Advisors LLC
973$304.2K0.0%GrowthLowBethesda, MD2026-10-29
Quadrant Capital Group LLC
955$364.9K0.0%CoreLowCincinnati, OH2026-10-20
Values First Advisors, Inc.
940$293.8K0.1%CoreMediumJohnson City, TN2026-10-23
Independent Financial Group, LLC
934$292.1K0.0%GrowthLowSan Diego, CA2026-10-13
Blue Bell Private Wealth Management, LLC
786$245.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Atlatl Advisers LLC
785$245.5K0.1%Agg GrowthHighMadison, WI2026-10-22
Wedmont Private Capital
781$280.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Spire Wealth Management
779$243.6K0.0%GrowthMediumMclean, VA2026-10-30
Sigma Planning Corp
775$246.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Compound Planning, Inc.
773$241.7K0.0%CoreLowNew York, NY2026-11-05
Creative Financial Designs Inc
757$236.7K0.0%ETFMediumKokomo, IN2026-11-04
Brighton Jones LLC
717$224.2K0.0%CoreVery LowSeattle, WA2026-11-03
Nicholas Wealth, Llc.
705$220.4K0.1%GrowthMediumMarietta, GA2026-10-26
Triton Wealth Management, Pllc
701$255.0K0.1%ETFMediumSun City, AZ2026-11-04
B. Riley Wealth Advisors, Inc.
691$216.1K0.0%GrowthLowMemphis, TN2026-10-13
Partners Wealth Management, LLC
686$214.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Archer Investment Corp
686$214.5K0.0%CoreMediumCarmel, IN2026-11-05
Stanley-Laman Group, Ltd.
680$212.6K0.0%GrowthMediumBerwyn, PA2026-10-20
Nations Financial Group Inc,
677$211.7K0.0%CoreLowCedar Rapids, IA2026-11-05
Krilogy Financial LLC
660$250.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Venture Visionary Partners LLC
656$205.1K0.0%CoreLowSylvania, OH2026-10-07
Alta Capital Management LLC/
639$199.8K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Revisor Wealth Management LLC
614$204.5K0.1%CoreLowAkron, OH2026-10-20
Blue Trust, Inc.
567$177.3K0.0%ETFLowBrentwood, TN2026-10-15
Clarus Wealth Advisors
556$210.6K0.1%ETFMediumPeoria, AZ2026-10-13
EverSource Wealth Advisors, LLC
549$171.7K0.0%CoreMediumBirmingham, AL2026-11-04
Costello Asset Management, Inc
546$170.7K0.1%CoreLowFeasterville, PA2026-10-30
WPG Advisers, LLC
531$166.0K0.1%CoreLowBaltimore, MD2026-10-27
Birch Financial Group, LLC
525$164.3K0.1%CoreLowKeene, NH2026-10-27
Gamma Investing LLC
501$156.7K0.0%IndexVery LowFoster City, CA2026-10-08
First Horizon Corp
459$143.5K0.0%CoreLowMemphis, TN2026-10-26
Compound Global Advisors, LLC
400$125.1K1.4%Agg GrowthHighMercer Island, WA2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
317$99.1K0.2%GrowthMediumIndianapolis, IN2026-10-14
Mirae Asset Global Investments Co., Ltd.
295$92.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Meriwether Wealth & Planning, LLC
275$86.0K0.0%ETFMediumMinden, LA2026-10-13
TD Waterhouse Canada Inc.
267$86.3K0.0%CoreLowToronto, Australia2026-10-16
Mosley Wealth Management
240$84.9K0.0%ETFHighAnaheim, CA2026-10-16
Signaturefd, LLC
203$63.5K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
192$60.0K0.0%CoreLowCleveland, OH2026-10-20
Lodestone Wealth Management LLC
174$54.4K0.0%CoreLowSpokane, WA2026-10-14
Golden State Wealth Management, LLC
156$48.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Rossby Financial, LCC
153$47.8K0.0%ETFMediumMelbourne, FL2026-11-05
Assetmark, Inc
120$37.5K0.0%ETFLowConcord, CA2026-10-21
Morton Brown Family Wealth, LLC
120$37.5K0.0%ETFVery LowAllentown, PA2026-10-23
Fortitude Family Office, LLC
119$37.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Heritage Family Offices, LLP
116$36.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Grove Bank & Trust
104$32.5K0.0%ETFLowMiami, FL2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
100$31.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pinnacle Bancorp, Inc.
91$28.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Abound Wealth Management
85$26.6K0.0%ETFVery LowFranklin, TN2026-10-26
Parkside Financial Bank & Trust
73$22.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
66$20.6K0.0%IndexLowSan Francisco, CA2026-11-03
Ascentis Wealth Management, LLC
63$19.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Harel Insurance Investments & Financial Services Ltd.
61$190.0%GrowthHighRamat Gan, Luxembourg2026-11-02
SBI Securities Co., Ltd.
58$18.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Root Financial Partners, LLC
50$15.6K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
43$13.4K0.0%ETFVery LowRichmond, VA2026-10-29
Farmers & Merchants Investments Inc
40$12.5K0.0%CoreVery LowLincoln, NE2026-10-22
Latitude Advisors, LLC
40$12.5K0.0%ETFLowYorkville, IL2026-10-27
Mather Group, Llc.
39$12.2K0.0%ETFMediumChicago, IL2026-10-14
Bell Investment Advisors, Inc
38$11.9K0.0%ETFVery LowOrinda, CA2026-10-29
James T. Borello RIA
36$11.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Harbor Investment Advisory, LLC
35$10.9K0.0%GrowthLowLutherville, MD2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
33$100.0%GARPLowChambersburg, PA2026-10-14
MassMutual Private Wealth & Trust, FSB
29$9.1K0.0%CoreLowSpringfield, MA2026-10-05
Kennebec Savings Bank
27$8.4K0.0%CoreLowAugusta, ME2026-10-22
Covestor Ltd
27$90.0%ValueHighLondon, United Kingdom2026-10-30
Hilton Head Capital Partners, LLC
24$7.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Versant Capital Management, Inc
23$7.2K0.0%GARPLowPhoenix, AZ2026-10-02
Bare Financial Services, Inc
22$6.9K0.0%ETFVery LowGap, PA2026-11-04
Nisa Investment Advisors, LLC
22$6.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signature Equity Partners, LLC
22$6.9K0.0%GrowthMediumColumbus, OH2026-10-29
Main Street Group, LTD
20$6.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Retirement Wealth Solutions LLC
14$4.4K0.0%ETFLowMarshfield, WI2026-10-07
Aspect Partners, LLC
13$4.1K0.0%ETFMediumFairfax, VA2026-10-20
Physician Wealth Advisors, Inc.
13$4.1K0.0%ETFMediumMidvale, UT2026-10-20
Cromwell Holdings LLC
13$4.1K0.0%IndexLowJackson, WY2026-10-28
SJS Investment Consulting Inc.
13$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Elyxium Wealth, LLC
12$3.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
West Paces Advisors Inc.
12$3.8K0.0%ETFLowAtlanta, GA2026-10-13
Avion Wealth
11$30.0%ETFLowThe Woodlands, TX2026-11-04
Global Trust Asset Management, LLC
11$3.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Hughes Financial Services, LLC
10$3.5K0.0%ETFLowHerndon, VA2026-10-30
Tradewinds Capital Management, LLC
10$3.1K0.0%ETFVery HighBellingham, WA2026-10-23
Barrett & Company, Inc.
10$3.1K0.0%ETFLowProvidence, RI2026-10-22
Essential Partners LLC
10$3.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hazlett, Burt & Watson, Inc.
10$30.0%CoreVery LowWheeling, WV2026-11-04
Fulcrum Asset Management LLP
9$2.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Silver Grove Financial Group, Inc.
8$2.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Larson Financial Group LLC
8$2.5K0.0%GrowthLowSt Louis, MO2026-11-05
Planning Strategies Inc.
8$2.5K0.0%ETFN/ALancaster, PA2026-10-02
CoreCap Advisors, LLC
7$2.2K0.0%ETFMediumSouthfield, MI2026-10-08
True Wealth Design, LLC
6$1.9K0.0%ETFMediumAkron, OH2026-10-13
UMB Private Wealth Management, LLC
6$1.9K0.0%GrowthN/AKansas City, MO2026-10-19
Caitong International Asset Management Co., Ltd
6$1.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
American Capital Advisory, LLC
6$1.9K0.0%ETFLowKetchum, ID2026-10-28
Rosenberg Matthew Hamilton
5$1.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Proathlete Wealth Management LLC
5$1.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Pinnacle Wealth Planning Services, Inc.
5$1.6K0.0%GARPLowMansfield, OH2026-10-27
Provenance Wealth Advisors, LLC
4$1.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Brown, Lisle Ings, Inc.
4$1.3K0.0%CoreVery LowProvidence, RI2026-10-16
Burk Holdings LLC
3$9380.0%ETFVery LowTulsa, OK2026-11-05
Plante Moran Financial Advisors, LLC
2$6250.0%ETFVery LowSouthfield, MI2026-11-04
Quaker Wealth Management, LLC
2$6260.0%ETFMediumMoorestown, NJ2026-10-22
Ascentis Independent Advisors
2$6250.0%ETFLowDallas, TX2026-11-03
North Star Investment Management Corp.
2$6250.0%CoreLowChicago, IL2026-10-27
TD Private Client Wealth LLC
1$3130.0%ETFLowNew York, NY2026-10-28
Bay Harbor Wealth Management, LLC
1$3130.0%ETFMediumHunt Valley, MD2026-11-03