IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fundstr Gran SH US LRG Cap (GRNY)

CUSIP: 886364231 | NYSE | 439 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Howard Capital Management, LLC5,902,928
2.0% of portfolio›$164.3M
Thrivent Financial for Lutherans5,889,971
0.0% of portfolio›$164.2K
TrueWealth Advisors, LLC1,440,315
9.0% of portfolio›$40.1M
Venture Visionary Partners LLC1,312,559
1.0% of portfolio›$36.5M
Stenger Family Office, LLC1,268,583
4.9% of portfolio›$35.8M
Socha Financial Group, LLC1,249,472
14.5% of portfolio›$34.8M
Cambridge Investment Research Advisors, Inc.1,042,417
0.0% of portfolio›$29.0K
Kestra Private Wealth Services, LLC854,734
0.3% of portfolio›$23.8M
TD Waterhouse Canada Inc.682,530
0.0% of portfolio›$19.2M
Sage Private Wealth Group, LLC653,972
6.1% of portfolio›$18.2M
First Heartland Consultants, Inc.628,342
1.2% of portfolio›$17.5M
Diversify Advisory Services, LLC619,829
0.3% of portfolio›$17.2M
Diversify Wealth Management, LLC619,829
0.3% of portfolio›$17.2M
D.A. Davidson & Co.582,025
0.1% of portfolio›$16.2M
NBZ Investment Advisors LLC571,310
6.1% of portfolio›$15.9M
VestGen Advisors, LLC540,401
0.5% of portfolio›$15.0M
DKM Wealth Management, Inc.534,961
9.4% of portfolio›$14.9M
Balance Wealth Partners LLC514,445
3.4% of portfolio›$14.3M
Retirement Financial Solutions, LLC512,815
3.4% of portfolio›$14.3M
Blue Sky Capital Consultants Group, Inc.512,264
6.0% of portfolio›$14.3M
Commonwealth Equity Services, LLC491,142
0.0% of portfolio›$13.7M
Longview Financial Advisors, Inc.453,077
7.2% of portfolio›$12.6M
Whitaker-Myers Wealth Managers, Ltd.421,443
1.9% of portfolio›$11.7M
Solidarity Wealth, LLC372,305
1.8% of portfolio›$10.4M
Laurel OAK Wealth Management, LLC329,128
1.3% of portfolio›$9.2M
Milestone Asset Management, LLC318,534
1.4% of portfolio›$8.9M
Berkshire Money Management, Inc.299,530
0.7% of portfolio›$8.3M
Teamwork Financial Advisors, LLC298,537
0.9% of portfolio›$8.3M
BXM Wealth LLC298,358
4.4% of portfolio›$8.3M
IFP Advisors, Inc287,497
0.1% of portfolio›$8.0M
Davenport & Co LLC275,809
0.0% of portfolio›$7.7M
Weaver Consulting Group273,790
1.5% of portfolio›$7.6M
Concurrent Investment Advisors, LLC265,154
0.1% of portfolio›$7.4M
bLong Financial, LLC262,862
4.3% of portfolio›$7.3M
Portus Wealth Advisors, LLC261,287
6.0% of portfolio›$7.3M
Kingswood Wealth Advisors, LLC248,750
0.3% of portfolio›$6.9M
WJ Wealth Management, LLC247,240
2.8% of portfolio›$6.9M
Benchmark Financial Wealth Advisors, LLC232,428
1.5% of portfolio›$6.5M
Visionary Wealth Advisors222,758
0.2% of portfolio›$6.2M
Vivid Wealth Management, LLC206,951
2.1% of portfolio›$5.8M
ARQ Wealth Advisors, LLC204,574
0.7% of portfolio›$5.7M
Parallel Advisors, LLC190,300
0.1% of portfolio›$5.3M
SteelPeak Wealth, LLC188,177
0.1% of portfolio›$5.2M
Lionsbridge Wealth Management LLC185,897
5.8% of portfolio›$5.2M
Clark Wealth Partners181,692
2.6% of portfolio›$5.1M
Almanack Investment Partners, Llc.179,102
0.6% of portfolio›$5.0M
Financial Enhancement Group LLC169,816
0.6% of portfolio›$4.8M
Brookstone Capital Management163,678
0.0% of portfolio›$4.6M
Financial Designs Corp158,389
2.3% of portfolio›$4.4M
Kestra Advisory Services, LLC146,682
0.0% of portfolio›$4.1M
MBL Wealth, LLC127,536
0.2% of portfolio›$3.5M
Independent Financial Group, LLC111,891
0.1% of portfolio›$3.1M
Noble Wealth Management PBC110,542
1.4% of portfolio›$3.1M
Meridian Wealth Management, LLC104,228
0.1% of portfolio›$2.9M
Vigilare Wealth Management103,720
0.9% of portfolio›$2.9M
MGO One Seven LLC99,981
0.0% of portfolio›$2.8M
True Private Wealth Advisors98,839
0.2% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC97,751
0.0% of portfolio›$2.8M
Oxler Private Wealth LLC96,847
0.7% of portfolio›$2.7M
Farther Finance Advisors, LLC92,530
0.0% of portfolio›$2.6M
Prospera Financial Services Inc90,411
0.0% of portfolio›$2.4M
CoreCap Advisors, LLC81,913
0.1% of portfolio›$2.3M
LexAurum Advisors, LLC79,991
0.2% of portfolio›$2.2M
Elyxium Wealth, LLC75,110
0.2% of portfolio›$2.1M
Tucker Asset Management LLC73,217
0.5% of portfolio›$2.0M
NTV Asset Management LLC70,805
0.2% of portfolio›$2.0M
Citizens Financial Group Inc68,325
0.0% of portfolio›$1.9M
Integrity Wealth Partners, LLC63,222
1.4% of portfolio›$1.8M
Spire Wealth Management59,359
0.1% of portfolio›$1.7M
Avior Wealth Management, LLC56,042
0.0% of portfolio›$1.6M
Oppenheimer & Co Inc55,181
0.0% of portfolio›$1.5M
Omni 360 Wealth, Inc.52,684
0.7% of portfolio›$1.5M
Holos Integrated Wealth LLC52,576
0.6% of portfolio›$1.4M
Wedbush Securities Inc51,818
0.0% of portfolio›$1.4K
SLT Holdings LLC49,578
0.8% of portfolio›$1.4M
Dynamic Advisor Solutions LLC48,458
0.0% of portfolio›$1.3M
Creative Planning47,989
0.0% of portfolio›$1.3M
Sigma Planning Corp47,383
0.0% of portfolio›$1.3M
Clear Creek Financial Management, LLC40,695
0.1% of portfolio›$1.1M
BNC Wealth Management, LLC40,347
0.3% of portfolio›$1.1M
United Advisor Group, LLC38,485
0.1% of portfolio›$1.1M
Vise Technologies, Inc.37,911
0.0% of portfolio›$1.1M
Cap Partners, LLC36,853
0.5% of portfolio›$1.0M
Geneva Partners, LLC36,315
0.3% of portfolio›$1.0M
Apollon Wealth Management, LLC35,856
0.0% of portfolio›$997.9K
Maia Wealth LLC34,830
0.1% of portfolio›$969.3K
IPG Investment Advisors LLC32,750
0.1% of portfolio›$911.4K
Evolution Wealth Advisors, LLC29,945
0.1% of portfolio›$833.4K
Vontobel Holding Ltd.26,577
0.0% of portfolio›$739.6K
Walled Lake Planning & Wealth Management, LLC26,469
0.2% of portfolio›$736.6K
Luts & Greenleigh Group, Inc.23,295
0.5% of portfolio›$648.3K
Integrated Advisors Network LLC22,467
0.0% of portfolio›$625.3K
Truist Financial Corp22,446
0.0% of portfolio›$624.7K
Triumph Capital Management22,310
0.1% of portfolio›$620.9K
International Assets Investment Management, LLC22,216
0.0% of portfolio›$622.7K
E&G Advisors, LLC22,112
0.1% of portfolio›$615.4K
Riggs Asset Managment Co. Inc.21,712
0.1% of portfolio›$604.2K
Private Client Services, LLC21,402
0.2% of portfolio›$595.6K
Simplex Trading, LLC21,400
0.0% of portfolio›$595.6K
ETF Store, Inc.19,771
0.5% of portfolio›$550.2K
Barrett & Company, Inc.19,769
0.2% of portfolio›$550.2K
CV Advisors LLC18,278
0.1% of portfolio›$508.7K
Morangie Management LLC13,277
0.3% of portfolio›$369.5K
Mainsail Asset Management, LLC12,456
0.1% of portfolio›$358.2K
Redhawk Wealth Advisors, Inc.12,441
0.0% of portfolio›$346.2K
Petros Family Wealth, LLC12,068
0.2% of portfolio›$335.9K
AdvisorNet Financial, Inc11,833
0.0% of portfolio›$327.3K
Revisor Wealth Management LLC11,504
0.1% of portfolio›$316.6K
Integrity Alliance, Llc.11,072
0.0% of portfolio›$308.1K
SAX Wealth Advisors, LLC10,760
0.0% of portfolio›$299.4K
Schorn Wealth LLC10,714
0.1% of portfolio›$298.2K
Deltec Asset Management LLC10,600
0.0% of portfolio›$295.0K
Optima Capital LLC10,333
0.1% of portfolio›$287.6K
Zega Investments, LLC10,015
0.0% of portfolio›$278.7K
Perigon Wealth Management, LLC9,929
0.0% of portfolio›$276.3K
Horrell Capital Management, Inc.9,905
0.1% of portfolio›$275.7K
Csenge Advisory Group9,861
0.0% of portfolio›$274.4K
Fulcrum Equity Management9,722
0.2% of portfolio›$270.6K
Quartz Partners, LLC9,506
0.1% of portfolio›$264.6K
Harmony Asset Management LLC9,240
0.1% of portfolio›$257.2K
Jmac Enterprises LLC9,202
0.0% of portfolio›$256.1K
Signaturefd, LLC9,193
0.0% of portfolio›$255.8K
Graetz Wealth LLC8,874
0.2% of portfolio›$247.0K
Xcel Wealth Management, LLC8,775
0.1% of portfolio›$244.2K
CMG Global Holdings, LLC8,671
0.1% of portfolio›$241.3K
GK Wealth Management LLC8,330
0.1% of portfolio›$231.8K
Wealthcare Capital Partners, LLC8,078
0.1% of portfolio›$224.8K
Markowski Investments7,818
0.0% of portfolio›$217.6K
Quadrant Private Wealth Management, LLC7,500
0.0% of portfolio›$208.7K
Prime Capital Investment Advisors, LLC7,480
0.0% of portfolio›$208.2K
Wealthcare Advisory Partners LLC7,408
0.0% of portfolio›$206.2K
Old Mission Investment Co LLC7,296
0.0% of portfolio›$203.0K
Signature Equity Partners, LLC7,154
0.1% of portfolio›$199.1K
Ascentis Independent Advisors4,172
0.0% of portfolio›$116.1K
Barnes Dennig Private Wealth Management LLC4,030
0.1% of portfolio›$112.2K
Mather Group, Llc.3,925
0.0% of portfolio›$109.2K
Vima LLC3,251
0.1% of portfolio›$90.5K
Heritage Family Offices, LLP2,906
0.0% of portfolio›$80.9K
Compass Financial Management LLC2,596
0.0% of portfolio›$72.3K
Proathlete Wealth Management LLC2,204
0.0% of portfolio›$61.4K
Larson Financial Group LLC1,939
0.0% of portfolio›$54.0K
Beacon Investment Advisory Services, Inc.1,905
0.0% of portfolio›$53.0K
Versant Capital Management, Inc1,526
0.0% of portfolio›$42.5K
Creative Financial Designs Inc1,521
0.0% of portfolio›$42.3K
Root Financial Partners, LLC1,350
0.0% of portfolio›$37.6K
Mountain Hill Investment Partners Corp.1,050
0.0% of portfolio›$29.2K
Hilton Head Capital Partners, LLC979
0.0% of portfolio›$27.2K
West Financial Advisors, LLC880
0.0% of portfolio›$24.5K
Physician Wealth Advisors, Inc.760
0.0% of portfolio›$21.1K
McCarley & Cook Financial Planners730
0.0% of portfolio›$20.3K
Cedar Mountain Advisors, LLC701
0.0% of portfolio›$19.5K
GHP Investment Advisors, Inc.600
0.0% of portfolio›$16.7K
Global Trust Asset Management, LLC400
0.0% of portfolio›$11.1K
Private Trust Co NA366
0.0% of portfolio›$10.2K
Rosenberg Matthew Hamilton336
0.0% of portfolio›$9.4K
Pacifica Partners Inc.300
0.0% of portfolio›$8.4K
Dhjj Financial Advisors, Ltd.277
0.0% of portfolio›$7.7K
Rossby Financial, LCC221
0.0% of portfolio›$6.2K
Cape Investment Advisory, Inc.200
0.0% of portfolio›$5.6K
Evolution Wealth Management Inc.150
0.0% of portfolio›$4.2K
Team Financial Group, LLC133
0.0% of portfolio›$3.7K
Valley National Advisers Inc97
0.0% of portfolio›$2.7K
Downshift Financial, LLC19
0.0% of portfolio›$529
Duncker Streett & Co Inc6
0.0% of portfolio›$167
Parkside Financial Bank & Trust3
0.0% of portfolio›$84
Davis Capital Management1
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Howard Capital Management, LLC
5,902,928$164.3M2.0%ETFHighAlpharetta, GA2026-10-16
Thrivent Financial for Lutherans
5,889,971$164.2K0.0%GARPMediumMinneapolis, MN2026-11-05
TrueWealth Advisors, LLC
1,440,315$40.1M9.0%ETFMediumBirmingham, AL2026-10-09
Venture Visionary Partners LLC
1,312,559$36.5M1.0%CoreLowSylvania, OH2026-10-07
Stenger Family Office, LLC
1,268,583$35.8M4.9%GrowthMediumNaperville, IL2026-10-22
Socha Financial Group, LLC
1,249,472$34.8M14.5%ETFLowCorning, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
1,042,417$29.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Private Wealth Services, LLC
854,734$23.8M0.3%GrowthLowAustin, TX2026-10-30
TD Waterhouse Canada Inc.
682,530$19.2M0.0%CoreLowToronto, Australia2026-10-16
Sage Private Wealth Group, LLC
653,972$18.2M6.1%ETFLowOakbrook Terrace, IL2026-10-21
First Heartland Consultants, Inc.
628,342$17.5M1.2%ETFMediumLake St. Louis, MO2026-10-08
Diversify Advisory Services, LLC
619,829$17.2M0.3%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
619,829$17.2M0.3%GrowthMediumSandy, UT2026-10-20
D.A. Davidson & Co.
582,025$16.2M0.1%CoreLowGreat Falls, MT2026-10-28
NBZ Investment Advisors LLC
571,310$15.9M6.1%ETFLowKnoxville, TN2026-10-30
VestGen Advisors, LLC
540,401$15.0M0.5%GrowthMediumChicago, IL2026-10-27
DKM Wealth Management, Inc.
534,961$14.9M9.4%YieldVery LowStockton, CA2026-10-09
Balance Wealth Partners LLC
514,445$14.3M3.4%ETFMediumWorthington, OH2026-10-27
Retirement Financial Solutions, LLC
512,815$14.3M3.4%ETFMediumKnoxville, TN2026-10-20
Blue Sky Capital Consultants Group, Inc.
512,264$14.3M6.0%GrowthMediumPoway, CA2026-10-13
Commonwealth Equity Services, LLC
491,142$13.7M0.0%ETFLowWaltham, MA2026-11-02
Longview Financial Advisors, Inc.
453,077$12.6M7.2%ETFVery LowHuntsville, AL2026-10-09
Whitaker-Myers Wealth Managers, Ltd.
421,443$11.7M1.9%ETFMediumMansfield, OH2026-10-09
Solidarity Wealth, LLC
372,305$10.4M1.8%CoreMediumLehi, UT2026-10-15
Laurel OAK Wealth Management, LLC
329,128$9.2M1.3%GrowthLowMarlton, NJ2026-10-19
Milestone Asset Management, LLC
318,534$8.9M1.4%GrowthHighPittsburgh, PA2026-10-15
Berkshire Money Management, Inc.
299,530$8.3M0.7%ETFMediumDalton, MA2026-10-21
Teamwork Financial Advisors, LLC
298,537$8.3M0.9%GrowthHighSan Antonio, TX2026-10-19
BXM Wealth LLC
298,358$8.3M4.4%GrowthLowEnglewood, CO2026-11-03
IFP Advisors, Inc
287,497$8.0M0.1%GrowthLowTampa, FL2026-10-16
Davenport & Co LLC
275,809$7.7M0.0%CoreMediumRichmond, VA2026-10-14
Weaver Consulting Group
273,790$7.6M1.5%ETFLowHuntington Beach, CA2026-10-07
Concurrent Investment Advisors, LLC
265,154$7.4M0.1%GrowthMediumTampa, FL2026-10-16
bLong Financial, LLC
262,862$7.3M4.3%Agg GrowthLowMemphis, TN2026-10-29
Portus Wealth Advisors, LLC
261,287$7.3M6.0%ETFLowCharlotte, NC2026-10-13
Kingswood Wealth Advisors, LLC
248,750$6.9M0.3%GrowthLowSan Diego, CA2026-10-23
WJ Wealth Management, LLC
247,240$6.9M2.8%ETFMediumGlendale, AZ2026-11-03
Benchmark Financial Wealth Advisors, LLC
232,428$6.5M1.5%ETFLowBoca Raton, FL2026-10-20
Visionary Wealth Advisors
222,758$6.2M0.2%ETFLowO'Fallon, IL2026-11-04
Vivid Wealth Management, LLC
206,951$5.8M2.1%GrowthLowWest Des Moines, IA2026-10-27
ARQ Wealth Advisors, LLC
204,574$5.7M0.7%ETFLowScottsdale, AZ2026-10-29
Parallel Advisors, LLC
190,300$5.3M0.1%IndexLowSan Francisco, CA2026-11-03
SteelPeak Wealth, LLC
188,177$5.2M0.1%GrowthHighWoodland Hills, CA2026-10-16
Lionsbridge Wealth Management LLC
185,897$5.2M5.8%ETFMediumJacksonville Beach, FL2026-10-26
Clark Wealth Partners
181,692$5.1M2.6%ETFVery LowO'Fallon, IL2026-10-19
Almanack Investment Partners, Llc.
179,102$5.0M0.6%ETFMediumNewtown Square, PA2026-11-03
Financial Enhancement Group LLC
169,816$4.8M0.6%ETFMediumAnderson, IN2026-10-08
Brookstone Capital Management
163,678$4.6M0.0%ETFMediumWheaton, IL2026-10-22
Financial Designs Corp
158,389$4.4M2.3%ETFVery LowClaremont, CA2026-10-09
Kestra Advisory Services, LLC
146,682$4.1M0.0%CoreLowAustin, TX2026-11-02
MBL Wealth, LLC
127,536$3.5M0.2%ETFLowCharlotte, NC2026-10-22
Independent Financial Group, LLC
111,891$3.1M0.1%GrowthLowSan Diego, CA2026-10-13
Noble Wealth Management PBC
110,542$3.1M1.4%YieldMediumGreenwood Village, CO2026-10-01
Meridian Wealth Management, LLC
104,228$2.9M0.1%GrowthLowLexington, KY2026-11-05
Vigilare Wealth Management
103,720$2.9M0.9%ETFHighScottsdale, AZ2026-10-29
MGO One Seven LLC
99,981$2.8M0.0%GrowthLowBeachwood, OH2026-10-28
True Private Wealth Advisors
98,839$2.8M0.2%ETFMediumSalem, OR2026-10-19
Wealth Enhancement Advisory Services, LLC
97,751$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Oxler Private Wealth LLC
96,847$2.7M0.7%GrowthVery LowRye Brook, NY2026-10-21
Farther Finance Advisors, LLC
92,530$2.6M0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
90,411$2.4M0.0%CoreMediumDallas, TX2026-11-04
CoreCap Advisors, LLC
81,913$2.3M0.1%ETFMediumSouthfield, MI2026-10-08
LexAurum Advisors, LLC
79,991$2.2M0.2%ETFLowOverland Park, KS2026-10-19
Elyxium Wealth, LLC
75,110$2.1M0.2%GrowthVery LowBeverly Hills, CA2026-10-27
Tucker Asset Management LLC
73,217$2.0M0.5%ETFMediumLittleton, CO2026-10-29
NTV Asset Management LLC
70,805$2.0M0.2%GrowthLowCharleston, WV2026-10-23
Citizens Financial Group Inc
68,325$1.9M0.0%GrowthLowProvidence, RI2026-10-23
Integrity Wealth Partners, LLC
63,222$1.8M1.4%ETFN/AWalnut Creek, CA2026-10-14
Spire Wealth Management
59,359$1.7M0.1%GrowthMediumMclean, VA2026-10-30
Avior Wealth Management, LLC
56,042$1.6M0.0%ETFMediumOmaha, NE2026-10-13
Oppenheimer & Co Inc
55,181$1.5M0.0%CoreLowNew York, NY2026-10-26
Omni 360 Wealth, Inc.
52,684$1.5M0.7%ETFLowPlainsboro, NJ2026-10-13
Holos Integrated Wealth LLC
52,576$1.4M0.6%ETFLowKennett Square, PA2026-10-23
Wedbush Securities Inc
51,818$1.4K0.0%CoreLowPasadena, CA2026-10-22
SLT Holdings LLC
49,578$1.4M0.8%GrowthMediumScottsdale, AZ2026-10-15
Dynamic Advisor Solutions LLC
48,458$1.3M0.0%ETFLowPhoenix, AZ2026-10-13
Creative Planning
47,989$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Sigma Planning Corp
47,383$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Clear Creek Financial Management, LLC
40,695$1.1M0.1%ETFMediumSilverdale, WA2026-10-28
BNC Wealth Management, LLC
40,347$1.1M0.3%GrowthHighBeaverton, OR2026-10-19
United Advisor Group, LLC
38,485$1.1M0.1%ETFLowCincinnati, OH2026-11-03
Vise Technologies, Inc.
37,911$1.1M0.0%IndexLowNew York, NY2026-10-29
Cap Partners, LLC
36,853$1.0M0.5%ETFLowFranklin, TN2026-10-19
Geneva Partners, LLC
36,315$1.0M0.3%MomentumHighLake Geneva, WI2026-10-26
Apollon Wealth Management, LLC
35,856$997.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Maia Wealth LLC
34,830$969.3K0.1%ETFMediumDenver, CO2026-10-19
IPG Investment Advisors LLC
32,750$911.4K0.1%CoreMediumSan Diego, CA2026-10-30
Evolution Wealth Advisors, LLC
29,945$833.4K0.1%ETFLowAventura, FL2026-11-03
Vontobel Holding Ltd.
26,577$739.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Walled Lake Planning & Wealth Management, LLC
26,469$736.6K0.2%ETFLowHighland Park, IL2026-10-29
Luts & Greenleigh Group, Inc.
23,295$648.3K0.5%CoreVery LowBethesda, MD2026-11-05
Integrated Advisors Network LLC
22,467$625.3K0.0%GrowthMediumDallas, TX2026-10-20
Truist Financial Corp
22,446$624.7K0.0%CoreLowCharlotte, NC2026-10-30
Triumph Capital Management
22,310$620.9K0.1%ETFMediumDenver, CO2026-10-14
International Assets Investment Management, LLC
22,216$622.7K0.0%CoreVery HighOrlando, FL2026-11-02
E&G Advisors, LLC
22,112$615.4K0.1%ETFVery LowHouston, TX2026-10-13
Riggs Asset Managment Co. Inc.
21,712$604.2K0.1%GrowthMediumDallas, PA2026-11-05
Private Client Services, LLC
21,402$595.6K0.2%ETFMediumLouisville, KY2026-10-02
Simplex Trading, LLC
21,400$595.6K0.0%CoreVery HighChicago, IL2026-11-04
ETF Store, Inc.
19,771$550.2K0.5%ETFVery LowOverland Park, KS2026-10-19
Barrett & Company, Inc.
19,769$550.2K0.2%ETFLowProvidence, RI2026-10-22
CV Advisors LLC
18,278$508.7K0.1%GrowthVery LowAventura, FL2026-10-13
Morangie Management LLC
13,277$369.5K0.3%CoreVery LowNew York, NY2026-10-15
Mainsail Asset Management, LLC
12,456$358.2K0.1%ETFMediumBirmingham, AL2026-10-14
Redhawk Wealth Advisors, Inc.
12,441$346.2K0.0%ETFHighMinneapolis, MN2026-10-14
Petros Family Wealth, LLC
12,068$335.9K0.2%GrowthMediumBloomington, MN2026-10-28
AdvisorNet Financial, Inc
11,833$327.3K0.0%ETFLowMinnetonka, MN2026-10-15
Revisor Wealth Management LLC
11,504$316.6K0.1%CoreLowAkron, OH2026-10-20
Integrity Alliance, Llc.
11,072$308.1K0.0%ETFMediumUrbandale, IA2026-10-29
SAX Wealth Advisors, LLC
10,760$299.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Schorn Wealth LLC
10,714$298.2K0.1%ETFLowEnglewood, FL2026-10-14
Deltec Asset Management LLC
10,600$295.0K0.0%CoreMediumNew York, NY2026-10-26
Optima Capital LLC
10,333$287.6K0.1%ETFHighPortland, OR2026-10-29
Zega Investments, LLC
10,015$278.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Perigon Wealth Management, LLC
9,929$276.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Horrell Capital Management, Inc.
9,905$275.7K0.1%ValueVery LowLittle Rock, AR2026-10-08
Csenge Advisory Group
9,861$274.4K0.0%ETFMediumClearwater, FL2026-11-04
Fulcrum Equity Management
9,722$270.6K0.2%GrowthHighPlano, TX2026-10-21
Quartz Partners, LLC
9,506$264.6K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Harmony Asset Management LLC
9,240$257.2K0.1%GrowthMediumScottsdale, AZ2026-10-20
Jmac Enterprises LLC
9,202$256.1K0.0%ETFVery LowNewtown, PA2026-10-30
Signaturefd, LLC
9,193$255.8K0.0%IndexLowAtlanta, GA2026-10-23
Graetz Wealth LLC
8,874$247.0K0.2%ETFMediumJenison, MI2026-10-27
Xcel Wealth Management, LLC
8,775$244.2K0.1%CoreMediumHolly Hill, FL2026-10-26
CMG Global Holdings, LLC
8,671$241.3K0.1%MomentumLowPlano, TX2026-10-14
GK Wealth Management LLC
8,330$231.8K0.1%GARPVery HighReno, NV2026-10-09
Wealthcare Capital Partners, LLC
8,078$224.8K0.1%ETFLowWest Chester, PA2026-10-21
Markowski Investments
7,818$217.6K0.0%ETFN/ATampa, FL2026-10-30
Quadrant Private Wealth Management, LLC
7,500$208.7K0.0%GrowthLowCenter Valley, PA2026-11-04
Prime Capital Investment Advisors, LLC
7,480$208.2K0.0%ETFLowOverland Park, KS2026-10-20
Wealthcare Advisory Partners LLC
7,408$206.2K0.0%ETFLowWest Chester, PA2026-10-21
Old Mission Investment Co LLC
7,296$203.0K0.0%ETFLowTraverse City, MI2026-10-22
Signature Equity Partners, LLC
7,154$199.1K0.1%GrowthMediumColumbus, OH2026-10-29
Ascentis Independent Advisors
4,172$116.1K0.0%ETFLowDallas, TX2026-11-03
Barnes Dennig Private Wealth Management LLC
4,030$112.2K0.1%CoreLowCincinnati, OH2026-10-30
Mather Group, Llc.
3,925$109.2K0.0%ETFMediumChicago, IL2026-10-14
Vima LLC
3,251$90.5K0.1%CoreLowTroy, MI2026-10-23
Heritage Family Offices, LLP
2,906$80.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Compass Financial Management LLC
2,596$72.3K0.0%CoreN/ATampa, FL2026-10-30
Proathlete Wealth Management LLC
2,204$61.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Larson Financial Group LLC
1,939$54.0K0.0%GrowthLowSt Louis, MO2026-11-05
Beacon Investment Advisory Services, Inc.
1,905$53.0K0.0%GrowthLowMorristown, NJ2026-10-13
Versant Capital Management, Inc
1,526$42.5K0.0%GARPLowPhoenix, AZ2026-10-02
Creative Financial Designs Inc
1,521$42.3K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
1,350$37.6K0.0%ETFMediumEncinitas, CA2026-10-21
Mountain Hill Investment Partners Corp.
1,050$29.2K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Hilton Head Capital Partners, LLC
979$27.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
West Financial Advisors, LLC
880$24.5K0.0%ETFLowDes Moines, IA2026-10-22
Physician Wealth Advisors, Inc.
760$21.1K0.0%ETFMediumMidvale, UT2026-10-20
McCarley & Cook Financial Planners
730$20.3K0.0%ETFLowCincinnati, OH2026-10-21
Cedar Mountain Advisors, LLC
701$19.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
GHP Investment Advisors, Inc.
600$16.7K0.0%CoreVery LowDenver, CO2026-10-15
Global Trust Asset Management, LLC
400$11.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Private Trust Co NA
366$10.2K0.0%CoreLowCleveland, OH2026-10-20
Rosenberg Matthew Hamilton
336$9.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Pacifica Partners Inc.
300$8.4K0.0%CoreLowSurrey, South Africa2026-10-09
Dhjj Financial Advisors, Ltd.
277$7.7K0.0%ETFVery LowNaperville, IL2026-10-23
Rossby Financial, LCC
221$6.2K0.0%ETFMediumMelbourne, FL2026-11-05
Cape Investment Advisory, Inc.
200$5.6K0.0%ETFLowMcdonough, GA2026-10-13
Evolution Wealth Management Inc.
150$4.2K0.0%ETFMediumFort Myers, FL2026-10-28
Team Financial Group, LLC
133$3.7K0.0%ETFLowTemecula, CA2026-10-30
Valley National Advisers Inc
97$2.7K0.0%ETFLowBethlehem, PA2026-10-23
Downshift Financial, LLC
19$5290.0%ETFLowBoulder, CO2026-10-13
Duncker Streett & Co Inc
6$1670.0%GrowthLowSt. Louis, MO2026-10-27
Parkside Financial Bank & Trust
3$840.0%CoreVery LowSaint Louis, MO2026-10-27
Davis Capital Management
1$280.0%CoreLowJacksonville, FL2026-10-08