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Toll Brothers Inc (TOL)

CUSIP: 889478103 | NYSE | Consumer Cyclical · Residential Construction | Large Cap | 2254 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
13G/ABlackRock, Inc.9,330,22710.1%New 5%+ stakeAug 31, 202662d ahead of 13F (9,776,609 sh) · −446,382
13G/ABlackRock, Inc.9,330,227
10.1% of class · Aug 31, 2026New 5%+ stake
62d ahead of 13F (9,776,609 sh) · −446,382

Institutional Holders — Q3 2026

Greenhaven Associates Inc5,614,009
9.5% of portfolio›$756.5M
Dimensional Fund Advisors LP3,166,541
0.1% of portfolio›$426.7M
Annex Advisory Services, LLC275,100
0.6% of portfolio›$37.1M
Wealth Enhancement Advisory Services, LLC258,960
0.0% of portfolio›$31.4M
Pictet Asset Management Holding SA240,064
0.0% of portfolio›$32.3M
Principal Financial Group Inc214,662
0.0% of portfolio›$28.9M
Assetmark, Inc200,045
0.0% of portfolio›$27.0M
Deroy & Devereaux Private Investment Counsel Inc194,275
0.0% of portfolio›$26.2K
Retirement Systems of Alabama188,795
0.1% of portfolio›$25.4M
Citigroup Inc160,659
0.0% of portfolio›$21.6M
DekaBank Deutsche Girozentrale147,097
0.0% of portfolio›$20.0K
Gateway Investment Advisers LLC146,580
0.2% of portfolio›$19.8M
One Way Holdings LLC124,865
0.8% of portfolio›$16.8M
Union Bancaire Privee, UBP SA121,100
0.0% of portfolio›$136
New York State Teachers Retirement System108,830
0.0% of portfolio›$14.7K
Lyell Wealth Management, LP98,176
0.8% of portfolio›$13.2M
Moran Wealth Management, LLC94,189
0.3% of portfolio›$12.7M
Bank Julius Baer & Co. Ltd, Zurich89,596
0.0% of portfolio›$12.1M
iA Global Asset Management Inc.59,140
0.0% of portfolio›$8.0K
Vest Financial, LLC53,274
0.1% of portfolio›$7.2M
Highland Capital Management, LLC48,360
0.3% of portfolio›$6.5M
Creative Planning47,662
0.0% of portfolio›$6.4M
Mutual of America Capital Management LLC45,246
0.1% of portfolio›$6.1M
Commonwealth Equity Services, LLC45,017
0.0% of portfolio›$6.1M
Amalgamated Bank41,939
0.0% of portfolio›$5.7K
Virginia Retirement Systems ET Al34,603
0.0% of portfolio›$4.7M
Cambridge Investment Research Advisors, Inc.33,843
0.0% of portfolio›$4.6K
BLB&B Advisors, LLC33,447
0.2% of portfolio›$4.5M
Kornitzer Capital Management Inc32,324
0.1% of portfolio›$4.4M
Louisiana State Employees Retirement System27,800
0.1% of portfolio›$3.7M
Exchange Traded Concepts, LLC27,357
0.0% of portfolio›$3.7M
Burney Co/27,228
0.1% of portfolio›$3.7M
Laurion Capital Management LP26,768
0.1% of portfolio›$3.6M
Ashton Thomas Private Wealth, LLC26,549
0.1% of portfolio›$3.6M
Arizona State Retirement System26,326
0.0% of portfolio›$3.5M
Alps Advisors Inc26,282
0.0% of portfolio›$3.5M
NorthCrest Asset Manangement, LLC26,038
0.1% of portfolio›$3.5M
Yousif Capital Management, LLC25,944
0.0% of portfolio›$3.5M
Trail Ridge Investment Advisors, LLC25,893
1.5% of portfolio›$3.5M
Nisa Investment Advisors, LLC25,077
0.0% of portfolio›$3.4M
Capital Management Corp23,335
0.5% of portfolio›$3.1M
Old National Bancorp22,935
0.1% of portfolio›$3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS22,311
0.0% of portfolio›$3.0M
State of Michigan Retirement System21,926
0.0% of portfolio›$3.0M
Cullen T Bankers, Inc.21,200
0.0% of portfolio›$2.9M
Oregon Public Employees Retirement Fund19,373
0.0% of portfolio›$2.6M
First Business Financial Services, Inc.18,995
0.2% of portfolio›$2.6M
Oppenheimer & Co Inc18,134
0.0% of portfolio›$2.4M
Hager Investment Management Services, LLC18,080
1.2% of portfolio›$2.4M
Truist Financial Corp17,544
0.0% of portfolio›$2.4M
Shariaportfolio, Inc.17,374
0.8% of portfolio›$2.3M
Opinicus Capital, Inc.17,199
1.2% of portfolio›$2.3M
OMC Financial Services LTD16,853
1.3% of portfolio›$2.3M
Caldwell Trust Co16,035
0.2% of portfolio›$2.2M
TD Waterhouse Canada Inc.15,640
0.0% of portfolio›$2.1M
Byrne Asset Management LLC15,067
1.1% of portfolio›$2.1M
Great Lakes Retirement, Inc.14,206
0.2% of portfolio›$1.9M
Summit Place Financial Advisors, LLC14,128
0.9% of portfolio›$1.9M
Kestra Advisory Services, LLC12,428
0.0% of portfolio›$1.7M
Revolve Wealth Partners, LLC11,844
0.2% of portfolio›$1.6M
Cypress Capital, LLC11,657
0.4% of portfolio›$1.6M
MacKenzie Financial Corp11,334
0.0% of portfolio›$1.5M
Xponance LLC11,130
0.0% of portfolio›$1.5M
Outfitters Financial LLC10,940
1.1% of portfolio›$1.5M
Investment House LLC10,708
0.1% of portfolio›$1.4M
Integrity Alliance, Llc.10,283
0.0% of portfolio›$1.4M
Generali Investments CEE, investicni spolecnost, a.s.10,000
0.1% of portfolio›$1.6M
Moody Aldrich Partners LLC9,658
0.2% of portfolio›$1.3M
KBC Group NV9,601
0.0% of portfolio›$1.3K
Brighton Jones LLC9,460
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue8,854
0.0% of portfolio›$1.2K
Jamison Private Wealth Management, Inc.8,799
0.1% of portfolio›$1.2M
Wincap Financial LLC8,564
0.6% of portfolio›$1.2M
Hilltop National Bank8,340
0.2% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd8,301
0.0% of portfolio›$1.1M
Aviance Capital Partners, LLC8,151
0.1% of portfolio›$1.1M
Krilogy Financial LLC8,041
0.0% of portfolio›$1.1M
Achmea Investment Management B.V.7,800
0.0% of portfolio›$1.1M
Brown, Lisle Ings, Inc.7,750
0.2% of portfolio›$1.0M
Vise Technologies, Inc.7,735
0.0% of portfolio›$1.0M
Lebenthal Global Advisors, LLC7,674
0.1% of portfolio›$1.0M
Sacks & Associates, LLC7,521
0.7% of portfolio›$1.0M
Lecap Asset Management LTD6,529
0.4% of portfolio›$879.8K
Quadrant Capital Group LLC6,074
0.0% of portfolio›$805.7K
Swiss Life Asset Management Ltd5,960
0.0% of portfolio›$803.1K
Crossmark Global Holdings, Inc.5,822
0.0% of portfolio›$784.5K
PKO Investment Management Joint-Stock Co5,800
0.1% of portfolio›$781.6K
Daymark Wealth Partners, LLC5,647
0.0% of portfolio›$760.9K
U S Global Investors Inc5,500
0.1% of portfolio›$741.1K
Gratus Wealth Advisors, LLC5,365
0.1% of portfolio›$722.9K
Integrated Advisors Network LLC5,323
0.0% of portfolio›$717.3K
Capital Squared Financial LLC5,294
0.5% of portfolio›$713.4K
Martin Capital Advisors, LLP5,275
0.4% of portfolio›$710.8K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna5,213
0.2% of portfolio›$702.5K
Pinnacle Associates LTD5,204
0.0% of portfolio›$701.3K
Evergreen Capital Management LLC5,088
0.0% of portfolio›$685.6K
Oak Thistle LLC5,003
0.1% of portfolio›$674.2K
Fulcrum Asset Management LLP5,002
0.0% of portfolio›$679.7K
Key FInancial Inc4,927
0.1% of portfolio›$663.9K
HB Wealth Management, LLC4,918
0.0% of portfolio›$662.7K
Chicago Partners Investment Group LLC4,916
0.0% of portfolio›$687.8K
Westover Capital Advisors, LLC4,900
0.1% of portfolio›$660.3K
Ethic Inc.4,829
0.0% of portfolio›$650.8K
Inspire Investing, LLC4,697
0.0% of portfolio›$632.9K
Oak Asset Management, LLC4,600
0.2% of portfolio›$619.9K
Fifth Third Wealth Advisors LLC4,553
0.0% of portfolio›$613.5K
PW Nova Financial Services LLC4,521
0.1% of portfolio›$609.2K
First Citizens Bank & Trust Co4,381
0.0% of portfolio›$590.3K
Allspring Global Investments Holdings, LLC4,303
0.0% of portfolio›$586.8K
Atria Investments, Inc4,273
0.0% of portfolio›$575.7K
Wedmont Private Capital4,136
0.0% of portfolio›$557.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,012
0.0% of portfolio›$540.7K
Gamma Investing LLC3,883
0.0% of portfolio›$523.2K
D.A. Davidson & Co.3,876
0.0% of portfolio›$522.4K
Marathon Capital Management3,847
0.1% of portfolio›$518.4K
StoneX Group Inc.3,846
0.0% of portfolio›$532.9K
ProShare Advisors LLC3,552
0.0% of portfolio›$478.6K
Pavaki Capital Management LLC3,500
0.2% of portfolio›$471.6K
IFP Advisors, Inc3,484
0.0% of portfolio›$469.5K
AlphaCore Capital LLC3,397
0.0% of portfolio›$457.7K
SYM Financial Corp3,365
0.0% of portfolio›$453.4K
Vontobel Holding Ltd.3,259
0.0% of portfolio›$439.2K
Ascentis Wealth Management, LLC3,243
0.1% of portfolio›$437.1K
Concurrent Investment Advisors, LLC3,234
0.0% of portfolio›$435.8K
Childress Capital Advisors, LLC3,180
0.1% of portfolio›$428.5K
MGO One Seven LLC3,169
0.0% of portfolio›$427.1K
Compass Wealth Management LLC3,020
0.1% of portfolio›$406.9K
Mariner Investment Group LLC3,000
0.1% of portfolio›$404.3K
Kaufman Rossin Wealth, LLC2,912
0.2% of portfolio›$392.4K
Diversify Wealth Management, LLC2,897
0.0% of portfolio›$388.0K
Diversify Advisory Services, LLC2,897
0.0% of portfolio›$388.0K
EverSource Wealth Advisors, LLC2,895
0.0% of portfolio›$390.1K
Certuity, LLC2,881
0.0% of portfolio›$388.2K
North Dakota State Investment Board2,874
0.0% of portfolio›$387.3K
PFG Private Wealth Management, LLC2,856
0.2% of portfolio›$384.8K
LVW Advisors, LLC2,799
0.0% of portfolio›$377.2K
Atticus Wealth Management, LLC2,797
0.1% of portfolio›$376.9K
Kingswood Wealth Advisors, LLC2,765
0.0% of portfolio›$372.6K
Strs Ohio2,715
0.0% of portfolio›$365.8K
Park Avenue Securities LLC2,708
0.0% of portfolio›$365
Essential Partners LLC2,708
0.2% of portfolio›$364.9K
Sterling Capital Management LLC2,684
0.0% of portfolio›$361.7K
Farther Finance Advisors, LLC2,674
0.0% of portfolio›$360.4K
Aaron Wealth Advisors LLC2,632
0.0% of portfolio›$354.7K
RFG Advisory, LLC2,622
0.0% of portfolio›$353.3K
Argos Wealth Advisors, LLC2,549
0.1% of portfolio›$343.5K
Baypointe Partners LLC2,500
2.7% of portfolio›$336.9K
Kathmere Capital Management, LLC2,433
0.0% of portfolio›$327.8K
Harbour Capital Advisors, LLC2,375
0.1% of portfolio›$320.0K
Curated Wealth Partners LLC2,363
0.0% of portfolio›$318.4K
Valeo Financial Advisors, LLC2,325
0.0% of portfolio›$313.3K
Hickory Point Bank & Trust2,296
0.2% of portfolio›$309.4K
Praxis Investment Management Inc2,290
0.0% of portfolio›$309
Nilsine Partners, LLC2,269
0.0% of portfolio›$305.7K
Parcion Private Wealth LLC2,251
0.0% of portfolio›$303.3K
Greenleaf Trust2,210
0.0% of portfolio›$297.8K
Choreo, LLC2,210
0.0% of portfolio›$297.8K
Crestwood Advisors Group, LLC2,200
0.0% of portfolio›$296.5K
Baron Wealth Management LLC2,125
0.1% of portfolio›$286.3K
Old Port Advisors2,082
0.1% of portfolio›$280.6K
Citizens Financial Group Inc2,076
0.0% of portfolio›$279.8K
Private Trust Co NA2,033
0.0% of portfolio›$273.9K
Simplex Trading, LLC2,021
0.0% of portfolio›$272.3K
Parallel Advisors, LLC2,008
0.0% of portfolio›$270.5K
Portside Wealth Group, LLC1,970
0.0% of portfolio›$265.5K
Allegiance Financial Group Advisory Services LLC1,940
0.0% of portfolio›$261.4K
Axxion S.A.1,919
0.0% of portfolio›$258.6K
Strategic Advisors LLC1,900
0.1% of portfolio›$256.0K
Elevation Point Wealth Partners, LLC1,898
0.0% of portfolio›$255.8K
Sagespring Wealth Partners, LLC1,895
0.0% of portfolio›$255.4K
Kestra Private Wealth Services, LLC1,887
0.0% of portfolio›$254.3K
Inscription Capital, LLC1,858
0.0% of portfolio›$250.4K
HUB Investment Partners, LLC1,856
0.0% of portfolio›$250.1K
Quantum Private Wealth, LLC1,843
0.1% of portfolio›$248.3K
Financial Security Advisor, Inc.1,763
0.0% of portfolio›$237.5K
Eads & Heald Wealth Management1,751
0.1% of portfolio›$235.9K
Sage Rhino Capital LLC1,742
0.0% of portfolio›$234.7K
First Bank & Trust1,739
0.0% of portfolio›$234.3K
Profund Advisors LLC1,718
0.0% of portfolio›$231.5K
Paragon Capital Management Ltd1,707
0.0% of portfolio›$230.1K
Axxcess Wealth Management, LLC1,700
0.0% of portfolio›$229.1K
Wealth Management Partners, LLC1,700
0.1% of portfolio›$229.1K
Modera Wealth Management, LLC1,694
0.0% of portfolio›$228.2K
Northwest Wealth Management, LLC1,689
0.0% of portfolio›$227.6K
WealthPlan Investment Management, LLC1,689
0.0% of portfolio›$227.6K
Davenport & Co LLC1,674
0.0% of portfolio›$225.6K
Montecito Bank & Trust1,671
0.0% of portfolio›$225.2K
Lazari Capital Management, Inc.1,653
0.1% of portfolio›$222.8K
Mather Group, Llc.1,643
0.0% of portfolio›$221.4K
Lido Advisors, LLC1,622
0.0% of portfolio›$218.7K
Trust Point Inc.1,617
0.0% of portfolio›$217.9K
1834 Investment Advisors Co1,585
0.0% of portfolio›$213.6K
Diligent Investors, LLC1,556
0.0% of portfolio›$209.7K
Burton Enright Welch1,545
0.0% of portfolio›$208.2K
Signaturefd, LLC1,522
0.0% of portfolio›$205.1K
Taylor Securities Services, Inc.1,500
0.1% of portfolio›$202.1K
Versant Capital Management, Inc1,500
0.0% of portfolio›$202.1K
Brown Miller Wealth Management, LLC1,500
0.0% of portfolio›$202.1K
Elevated Capital Advisors, LLC1,448
0.1% of portfolio›$195.1K
True Wealth Design, LLC1,333
0.0% of portfolio›$179.6K
Navigoe, LLC1,174
0.0% of portfolio›$158
Trust Co of Vermont811
0.0% of portfolio›$109.3K
Curat Global, LLC800
0.1% of portfolio›$107.8K
Carolina Wealth Advisors, LLC800
0.0% of portfolio›$107.8K
Mirae Asset Global Investments Co., Ltd.799
0.0% of portfolio›$107.7K
Beacon Investment Advisory Services, Inc.700
0.0% of portfolio›$94.3K
Private Wealth Management Group, LLC695
0.0% of portfolio›$93.7K
Harel Insurance Investments & Financial Services Ltd.680
0.0% of portfolio›$92
Bokf, NA646
0.0% of portfolio›$87.0K
J.Safra Asset Management Corp640
0.0% of portfolio›$86.2K
Center for Financial Planning, Inc.620
0.0% of portfolio›$83.5K
Root Financial Partners, LLC611
0.0% of portfolio›$82.3K
Western Pacific Wealth Management, LP610
0.1% of portfolio›$82.2K
SBI Securities Co., Ltd.605
0.0% of portfolio›$81.5K
Parkside Financial Bank & Trust603
0.0% of portfolio›$81.3K
Wilmington Savings Fund Society, FSB600
0.0% of portfolio›$80.9K
Fortitude Family Office, LLC549
0.0% of portfolio›$74.0K
Global Trust Asset Management, LLC532
0.0% of portfolio›$71.7K
Heritage Family Offices, LLP520
0.0% of portfolio›$70.1K
Elyxium Wealth, LLC508
0.0% of portfolio›$68.5K
SJS Investment Consulting Inc.501
0.0% of portfolio›$67.5K
Cdkv Holdings LLC500
0.1% of portfolio›$67.4K
Spire Wealth Management481
0.0% of portfolio›$64.8K
Spirit of America Management Corp475
0.0% of portfolio›$64.0K
1620 Investment Advisors, Inc.444
0.0% of portfolio›$59.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP405
0.0% of portfolio›$54.6K
Deseret Mutual Benefit Administrators379
0.0% of portfolio›$51.1K
Next Level Wealth Planning, LLC354
0.0% of portfolio›$47.7K
V-Square Quantitative Management LLC310
0.0% of portfolio›$41.8K
Bayforest Capital Ltd281
0.1% of portfolio›$37.9K
DiNuzzo Private Wealth, Inc.280
0.0% of portfolio›$37.7K
Owl Creek Wealth Partners LLC276
0.0% of portfolio›$37.2K
MassMutual Private Wealth & Trust, FSB267
0.0% of portfolio›$36.0K
Atlantic Edge Private Wealth Management, LLC250
0.0% of portfolio›$33.7K
Harbor Investment Advisory, LLC235
0.0% of portfolio›$31.7K
Lanark Financial, Inc.233
0.0% of portfolio›$31.4K
First Horizon Corp223
0.0% of portfolio›$30.0K
Montag A & Associates Inc219
0.0% of portfolio›$29.5K
Creative Financial Designs Inc215
0.0% of portfolio›$29.0K
Mitsubishi UFJ Asset Management Co., Ltd.214
0.0% of portfolio›$28.8K
TD Private Client Wealth LLC208
0.0% of portfolio›$28.0K
Hilton Head Capital Partners, LLC187
0.0% of portfolio›$25.2K
Harbor Capital Advisors, Inc.185
0.0% of portfolio›$25
Pinnacle Bancorp, Inc.166
0.0% of portfolio›$22.4K
JFS Wealth Advisors, LLC162
0.0% of portfolio›$21.8K
Pension & Wealth Management Advisors, Inc.162
0.0% of portfolio›$21.8K
Elevation Wealth Partners, LLC159
0.0% of portfolio›$21.4K
Compass Financial Management LLC157
0.0% of portfolio›$21.2K
Kozak & Associates, Inc.131
0.0% of portfolio›$18.3K
Rakuten Securities, Inc.131
0.0% of portfolio›$17.7K
Nfsg Corp127
0.0% of portfolio›$17.1K
Murphy & Mullick Capital Management Corp120
0.0% of portfolio›$16.2K
Physician Wealth Advisors, Inc.118
0.0% of portfolio›$15.9K
Covestor Ltd116
0.0% of portfolio›$16
Friedenthal Financial109
0.0% of portfolio›$14.7K
Leonteq Securities AG107
0.0% of portfolio›$14.4K
Investors Research Corp93
0.0% of portfolio›$12.5K
Farmers & Merchants Investments Inc85
0.0% of portfolio›$11.5K
Moisand Fitzgerald Tamayo, LLC78
0.0% of portfolio›$10.5K
Country Trust Bank70
0.0% of portfolio›$9.4K
Bare Financial Services, Inc69
0.0% of portfolio›$9.3K
Cedar Mountain Advisors, LLC67
0.0% of portfolio›$9.0K
Avion Wealth66
0.0% of portfolio›$8
Hughes Financial Services, LLC65
0.0% of portfolio›$9.4K
James T. Borello RIA62
0.0% of portfolio›$8.4K
Proathlete Wealth Management LLC51
0.0% of portfolio›$6.9K
Raleigh Capital Management Inc.51
0.0% of portfolio›$6.9K
High Note Wealth, LLC49
0.0% of portfolio›$6.6K
Creative Capital Management Investments LLC43
0.0% of portfolio›$5.8K
GK Wealth Management LLC40
0.0% of portfolio›$5.4K
Cape Investment Advisory, Inc.40
0.0% of portfolio›$5.4K
Bay Harbor Wealth Management, LLC39
0.0% of portfolio›$5.3K
Pinnacle Wealth Planning Services, Inc.36
0.0% of portfolio›$4.9K
Retirement Wealth Solutions LLC33
0.0% of portfolio›$4.4K
Cromwell Holdings LLC31
0.0% of portfolio›$4.2K
Gables Capital Management Inc.29
0.0% of portfolio›$3.9K
Highline Wealth Partners LLC27
0.0% of portfolio›$3.6K
Signature Equity Partners, LLC27
0.0% of portfolio›$3.6K
Bell Investment Advisors, Inc27
0.0% of portfolio›$3.6K
Burk Holdings LLC24
0.0% of portfolio›$3.2K
Lloyd Advisory Services, Llc.17
0.0% of portfolio›$2.3K
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$2.3K
Capital Advisors, Ltd. LLC16
0.0% of portfolio›$2
Gen-Wealth Partners Inc15
0.0% of portfolio›$2.0K
Smallwood Wealth Investment Management, LLC14
0.0% of portfolio›$1.9K
American Capital Advisory, LLC12
0.0% of portfolio›$1.6K
Sunrise Financial Services, LLC11
0.0% of portfolio›$1.5K
Marquette Asset Management, LLC11
0.0% of portfolio›$1.5K
Abound Wealth Management10
0.0% of portfolio›$1.3K
Financial Management Professionals, Inc.10
0.0% of portfolio›$1.3K
Lodestone Wealth Management LLC10
0.0% of portfolio›$1.4K
Planning Strategies Inc.10
0.0% of portfolio›$1.3K
Blue Trust, Inc.10
0.0% of portfolio›$1.3K
Ares Financial Consulting, LLC9
0.0% of portfolio›$1.2K
North Star Investment Management Corp.8
0.0% of portfolio›$1.1K
Financial Network Wealth Advisors LLC7
0.0% of portfolio›$943
CX Institutional7
0.0% of portfolio›$1
MV Capital Management, Inc.6
0.0% of portfolio›$809
Barnes Dennig Private Wealth Management LLC6
0.0% of portfolio›$809
Toth Financial Advisory Corp6
0.0% of portfolio›$809
Quaker Wealth Management, LLC5
0.0% of portfolio›$674
DecisionPoint Financial, LLC5
0.0% of portfolio›$682
Nemes Rush Group LLC5
0.0% of portfolio›$674
Polaris Financial Partners5
0.0% of portfolio›$1
Wealth Enhancement Trust Services, Inc.4
0.0% of portfolio›$539
CoreCap Advisors, LLC4
0.0% of portfolio›$539
Financial Consulate, Inc4
0.0% of portfolio›$539
Meriwether Wealth & Planning, LLC3
0.0% of portfolio›$404
Maseco LLP3
0.0% of portfolio›$404
Align Financial, LLC3
0.0% of portfolio›$404
Tounjian Advisory Partners, LLC2
0.0% of portfolio›$270
Maryland Capital Advisors Inc.1
0.0% of portfolio›$135
Kingdom Financial Group Llc.1
0.0% of portfolio›$135
Manchester Capital Management LLC1
0.0% of portfolio›$135
Main Street Group, LTD0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Greenhaven Associates Inc
5,614,009$756.5M9.5%Deep ValueLowPurchase, NY2026-10-26
Dimensional Fund Advisors LP
3,166,541$426.7M0.1%IndexLowAustin, TX2026-11-04
Annex Advisory Services, LLC
275,100$37.1M0.6%GrowthHighBrookfield, WI2026-10-16
Wealth Enhancement Advisory Services, LLC
258,960$31.4M0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
240,064$32.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Principal Financial Group Inc
214,662$28.9M0.0%CoreLowDes Moines, IA2026-11-02
Assetmark, Inc
200,045$27.0M0.0%ETFLowConcord, CA2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
194,275$26.2K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Retirement Systems of Alabama
188,795$25.4M0.1%IndexLowMontgomery, AL2026-11-04
Citigroup Inc
160,659$21.6M0.0%CoreMediumNew York, NY2026-11-04
DekaBank Deutsche Girozentrale
147,097$20.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Gateway Investment Advisers LLC
146,580$19.8M0.2%GrowthLowCincinnati, OH2026-10-13
One Way Holdings LLC
124,865$16.8M0.8%CoreMediumFlower Mound, TX2026-10-29
Union Bancaire Privee, UBP SA
121,100$1360.0%GrowthMediumGeneva 1, Switzerland2026-11-04
New York State Teachers Retirement System
108,830$14.7K0.0%CoreVery LowAlbany, NY2026-10-22
Lyell Wealth Management, LP
98,176$13.2M0.8%GrowthLowMenlo Park, CA2026-10-30
Moran Wealth Management, LLC
94,189$12.7M0.3%CoreMediumNaples, FL2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
89,596$12.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
iA Global Asset Management Inc.
59,140$8.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Vest Financial, LLC
53,274$7.2M0.1%ValueMediumMclean, VA2026-10-21
Highland Capital Management, LLC
48,360$6.5M0.3%GrowthMediumMemphis, TN2026-10-26
Creative Planning
47,662$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Mutual of America Capital Management LLC
45,246$6.1M0.1%IndexLowNew York, NY2026-10-23
Commonwealth Equity Services, LLC
45,017$6.1M0.0%ETFLowWaltham, MA2026-11-02
Amalgamated Bank
41,939$5.7K0.0%CoreVery LowNew York, NY2026-10-23
Virginia Retirement Systems ET Al
34,603$4.7M0.0%CoreMediumRichmond, VA2026-10-28
Cambridge Investment Research Advisors, Inc.
33,843$4.6K0.0%ETFLowFairfield, IA2026-11-02
BLB&B Advisors, LLC
33,447$4.5M0.2%ETFLowMontgomeryville, PA2026-10-27
Kornitzer Capital Management Inc
32,324$4.4M0.1%CoreLowShawnee Mission, KS2026-11-03
Louisiana State Employees Retirement System
27,800$3.7M0.1%IndexLowBaton Rouge, LA2026-10-20
Exchange Traded Concepts, LLC
27,357$3.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Burney Co/
27,228$3.7M0.1%GARPMediumReston, VA2026-10-15
Laurion Capital Management LP
26,768$3.6M0.1%GrowthVery HighNew York, NY2026-10-30
Ashton Thomas Private Wealth, LLC
26,549$3.6M0.1%CoreMediumScottsdale, AZ2026-11-03
Arizona State Retirement System
26,326$3.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Alps Advisors Inc
26,282$3.5M0.0%YieldLowDenver, CO2026-11-03
NorthCrest Asset Manangement, LLC
26,038$3.5M0.1%GrowthLowPlymouth, MN2026-10-13
Yousif Capital Management, LLC
25,944$3.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Trail Ridge Investment Advisors, LLC
25,893$3.5M1.5%CoreLowFort Collins, CO2026-10-16
Nisa Investment Advisors, LLC
25,077$3.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Capital Management Corp
23,335$3.1M0.5%YieldMediumGlen Allen, VA2026-10-29
Old National Bancorp
22,935$3.1M0.1%CoreLowEvansville, IN2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
22,311$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
21,926$3.0M0.0%IndexLowEast Lansing, MI2026-10-27
Cullen T Bankers, Inc.
21,200$2.9M0.0%GrowthLowSan Antonio, TX2026-10-28
Oregon Public Employees Retirement Fund
19,373$2.6M0.0%IndexVery LowTigard, OR2026-10-30
First Business Financial Services, Inc.
18,995$2.6M0.2%ETFVery LowMadison, WI2026-10-29
Oppenheimer & Co Inc
18,134$2.4M0.0%CoreLowNew York, NY2026-10-26
Hager Investment Management Services, LLC
18,080$2.4M1.2%GrowthMediumNew London, NH2026-11-04
Truist Financial Corp
17,544$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Shariaportfolio, Inc.
17,374$2.3M0.8%MomentumMediumLake Mary, FL2026-10-20
Opinicus Capital, Inc.
17,199$2.3M1.2%GrowthLowTampa, FL2026-10-28
OMC Financial Services LTD
16,853$2.3M1.3%Agg GrowthLowDewitt, NY2026-10-19
Caldwell Trust Co
16,035$2.2M0.2%GrowthLowVenice, FL2026-10-30
TD Waterhouse Canada Inc.
15,640$2.1M0.0%CoreLowToronto, Australia2026-10-16
Byrne Asset Management LLC
15,067$2.1M1.1%CoreLowKingston, NJ2026-10-06
Great Lakes Retirement, Inc.
14,206$1.9M0.2%GrowthLowSandusky, OH2026-10-26
Summit Place Financial Advisors, LLC
14,128$1.9M0.9%CoreMediumSummit, NJ2026-10-23
Kestra Advisory Services, LLC
12,428$1.7M0.0%CoreLowAustin, TX2026-11-02
Revolve Wealth Partners, LLC
11,844$1.6M0.2%ETFVery LowHackensack, NJ2026-10-23
Cypress Capital, LLC
11,657$1.6M0.4%ETFMediumFranklin, TN2026-10-20
MacKenzie Financial Corp
11,334$1.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Xponance LLC
11,130$1.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Outfitters Financial LLC
10,940$1.5M1.1%GARPLowBrunswick, ME2026-10-23
Investment House LLC
10,708$1.4M0.1%CoreMediumRedondo Beach, CA2026-10-21
Integrity Alliance, Llc.
10,283$1.4M0.0%ETFMediumUrbandale, IA2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
10,000$1.6M0.1%CoreLowPrague, Bahrain2026-10-15
Moody Aldrich Partners LLC
9,658$1.3M0.2%ValueHighMarblehead, MA2026-10-27
KBC Group NV
9,601$1.3K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Brighton Jones LLC
9,460$1.3M0.0%CoreVery LowSeattle, WA2026-11-03
State of Alaska, Department of Revenue
8,854$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Jamison Private Wealth Management, Inc.
8,799$1.2M0.1%GrowthVery LowMilton, GA2026-10-14
Wincap Financial LLC
8,564$1.2M0.6%CoreLowBoston, MA2026-10-20
Hilltop National Bank
8,340$1.1M0.2%CoreLowCasper, WY2026-10-14
Y-Intercept (Hong Kong) Ltd
8,301$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Aviance Capital Partners, LLC
8,151$1.1M0.1%CoreLowNaples, FL2026-10-29
Krilogy Financial LLC
8,041$1.1M0.0%GrowthLowSt. Louis, MO2026-10-13
Achmea Investment Management B.V.
7,800$1.1M0.0%CoreMediumZeist, Philippines2026-10-30
Brown, Lisle Ings, Inc.
7,750$1.0M0.2%CoreVery LowProvidence, RI2026-10-16
Vise Technologies, Inc.
7,735$1.0M0.0%IndexLowNew York, NY2026-10-29
Lebenthal Global Advisors, LLC
7,674$1.0M0.1%ETFMediumHauppauge, NY2026-10-28
Sacks & Associates, LLC
7,521$1.0M0.7%ETFLowWarren, NJ2026-10-09
Lecap Asset Management LTD
6,529$879.8K0.4%ValueVery HighLondon, United Kingdom2026-10-27
Quadrant Capital Group LLC
6,074$805.7K0.0%CoreLowCincinnati, OH2026-10-20
Swiss Life Asset Management Ltd
5,960$803.1K0.0%CoreLowZurich, Switzerland2026-11-03
Crossmark Global Holdings, Inc.
5,822$784.5K0.0%GARPMediumHouston, TX2026-10-21
PKO Investment Management Joint-Stock Co
5,800$781.6K0.1%GrowthMediumWarsaw, Russia2026-10-19
Daymark Wealth Partners, LLC
5,647$760.9K0.0%CoreLowCincinnati, OH2026-11-04
U S Global Investors Inc
5,500$741.1K0.1%GARPMediumSan Antonio, TX2026-10-22
Gratus Wealth Advisors, LLC
5,365$722.9K0.1%ETFLowVirginia Beach, VA2026-10-26
Integrated Advisors Network LLC
5,323$717.3K0.0%GrowthMediumDallas, TX2026-10-20
Capital Squared Financial LLC
5,294$713.4K0.5%ETFVery LowRockville, MD2026-10-30
Martin Capital Advisors, LLP
5,275$710.8K0.4%GrowthVery LowSan Antonio, TX2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5,213$702.5K0.2%GrowthMediumWarsaw, Russia2026-10-21
Pinnacle Associates LTD
5,204$701.3K0.0%CoreLowNew York, NY2026-10-20
Evergreen Capital Management LLC
5,088$685.6K0.0%GARPMediumBellevue, WA2026-10-23
Oak Thistle LLC
5,003$674.2K0.1%ValueVery HighNew York, NY2026-10-21
Fulcrum Asset Management LLP
5,002$679.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Key FInancial Inc
4,927$663.9K0.1%ETFLowWest Chester, PA2026-11-02
HB Wealth Management, LLC
4,918$662.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Chicago Partners Investment Group LLC
4,916$687.8K0.0%GARPLowChicago, IL2026-10-27
Westover Capital Advisors, LLC
4,900$660.3K0.1%MomentumLowWilmington, DE2026-10-26
Ethic Inc.
4,829$650.8K0.0%CoreLowNew York, NY2026-11-03
Inspire Investing, LLC
4,697$632.9K0.0%GARPHighMeridian, ID2026-10-22
Oak Asset Management, LLC
4,600$619.9K0.2%CoreVery LowWestlake Village, CA2026-10-13
Fifth Third Wealth Advisors LLC
4,553$613.5K0.0%IndexVery LowCincinnati, OH2026-10-22
PW Nova Financial Services LLC
4,521$609.2K0.1%ETFLowNewtown, PA2026-10-15
First Citizens Bank & Trust Co
4,381$590.3K0.0%CoreMediumRaleigh, NC2026-10-14
Allspring Global Investments Holdings, LLC
4,303$586.8K0.0%CoreMediumCharlotte, NC2026-11-04
Atria Investments, Inc
4,273$575.7K0.0%CoreMediumCharlotte, NC2026-10-15
Wedmont Private Capital
4,136$557.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,012$540.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Gamma Investing LLC
3,883$523.2K0.0%IndexVery LowFoster City, CA2026-10-08
D.A. Davidson & Co.
3,876$522.4K0.0%CoreLowGreat Falls, MT2026-10-28
Marathon Capital Management
3,847$518.4K0.1%CoreLowHunt Valley, MD2026-10-23
StoneX Group Inc.
3,846$532.9K0.0%ETFMediumNew York, NY2026-11-03
ProShare Advisors LLC
3,552$478.6K0.0%GrowthLowBethesda, MD2026-10-29
Pavaki Capital Management LLC
3,500$471.6K0.2%GARPMediumPueblo, CO2026-10-26
IFP Advisors, Inc
3,484$469.5K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
3,397$457.7K0.0%ETFLowLa Jolla, CA2026-11-04
SYM Financial Corp
3,365$453.4K0.0%ETFVery LowWinona Lake, IN2026-10-26
Vontobel Holding Ltd.
3,259$439.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Ascentis Wealth Management, LLC
3,243$437.1K0.1%Agg GrowthLowDallas, TX2026-11-03
Concurrent Investment Advisors, LLC
3,234$435.8K0.0%GrowthMediumTampa, FL2026-10-16
Childress Capital Advisors, LLC
3,180$428.5K0.1%GARPMediumHouston, TX2026-10-28
MGO One Seven LLC
3,169$427.1K0.0%GrowthLowBeachwood, OH2026-10-28
Compass Wealth Management LLC
3,020$406.9K0.1%GARPLowGuilford, CT2026-10-22
Mariner Investment Group LLC
3,000$404.3K0.1%ETFHighNew York, NY2026-11-04
Kaufman Rossin Wealth, LLC
2,912$392.4K0.2%ETFLowMiami, FL2026-10-19
Diversify Wealth Management, LLC
2,897$388.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,897$388.0K0.0%GrowthLowSandy, UT2026-10-20
EverSource Wealth Advisors, LLC
2,895$390.1K0.0%CoreMediumBirmingham, AL2026-11-04
Certuity, LLC
2,881$388.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
North Dakota State Investment Board
2,874$387.3K0.0%GrowthMediumBismarck, ND2026-10-27
PFG Private Wealth Management, LLC
2,856$384.8K0.2%ETFHighLutz, FL2026-10-15
LVW Advisors, LLC
2,799$377.2K0.0%CoreMediumPittsford, NY2026-10-19
Atticus Wealth Management, LLC
2,797$376.9K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Kingswood Wealth Advisors, LLC
2,765$372.6K0.0%GrowthLowSan Diego, CA2026-10-23
Strs Ohio
2,715$365.8K0.0%CoreMediumColumbus, OH2026-10-30
Park Avenue Securities LLC
2,708$3650.0%ETFMediumNew York, NY2026-10-26
Essential Partners LLC
2,708$364.9K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
Sterling Capital Management LLC
2,684$361.7K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
2,674$360.4K0.0%IndexLowSan Francisco, CA2026-10-08
Aaron Wealth Advisors LLC
2,632$354.7K0.0%GrowthMediumChicago, IL2026-10-13
RFG Advisory, LLC
2,622$353.3K0.0%ETFMediumBirmingham, AL2026-11-03
Argos Wealth Advisors, LLC
2,549$343.5K0.1%GrowthLowSacramento, CA2026-11-02
Baypointe Partners LLC
2,500$336.9K2.7%ValueHighStamford, CT2026-10-22
Kathmere Capital Management, LLC
2,433$327.8K0.0%ETFLowWayne, PA2026-10-20
Harbour Capital Advisors, LLC
2,375$320.0K0.1%GrowthLowTysons Corner, VA2026-10-13
Curated Wealth Partners LLC
2,363$318.4K0.0%GARPLowEl Segundo, CA2026-10-15
Valeo Financial Advisors, LLC
2,325$313.3K0.0%ETFLowCarmel, IN2026-10-08
Hickory Point Bank & Trust
2,296$309.4K0.2%CoreVery LowDecatur, IL2026-10-01
Praxis Investment Management Inc
2,290$3090.0%CoreLowGoshen, IN2026-11-03
Nilsine Partners, LLC
2,269$305.7K0.0%CoreMediumGreenwood Village, CO2026-11-02
Parcion Private Wealth LLC
2,251$303.3K0.0%CoreMediumBellevue, WA2026-10-28
Greenleaf Trust
2,210$297.8K0.0%CoreLowKalamazoo, MI2026-10-29
Choreo, LLC
2,210$297.8K0.0%IndexLowRockford, IL2026-10-28
Crestwood Advisors Group, LLC
2,200$296.5K0.0%GrowthLowBoston, MA2026-10-27
Baron Wealth Management LLC
2,125$286.3K0.1%CoreLowTroy, MI2026-10-27
Old Port Advisors
2,082$280.6K0.1%GARPLowPortland, ME2026-10-23
Citizens Financial Group Inc
2,076$279.8K0.0%GrowthLowProvidence, RI2026-10-23
Private Trust Co NA
2,033$273.9K0.0%CoreLowCleveland, OH2026-10-20
Simplex Trading, LLC
2,021$272.3K0.0%CoreVery HighChicago, IL2026-11-04
Parallel Advisors, LLC
2,008$270.5K0.0%IndexLowSan Francisco, CA2026-11-03
Portside Wealth Group, LLC
1,970$265.5K0.0%CoreMediumProvo, UT2026-10-20
Allegiance Financial Group Advisory Services LLC
1,940$261.4K0.0%ETFLowVienna, VA2026-11-02
Axxion S.A.
1,919$258.6K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Strategic Advisors LLC
1,900$256.0K0.1%GrowthLowNew York, NY2026-10-13
Elevation Point Wealth Partners, LLC
1,898$255.8K0.0%CoreHighDenver, CO2026-11-05
Sagespring Wealth Partners, LLC
1,895$255.4K0.0%ETFLowFranklin, TN2026-10-22
Kestra Private Wealth Services, LLC
1,887$254.3K0.0%GrowthLowAustin, TX2026-10-30
Inscription Capital, LLC
1,858$250.4K0.0%GARPMediumHouston, TX2026-11-02
HUB Investment Partners, LLC
1,856$250.1K0.0%GrowthLowAustin, TX2026-11-03
Quantum Private Wealth, LLC
1,843$248.3K0.1%GrowthLowTampa, FL2026-10-20
Financial Security Advisor, Inc.
1,763$237.5K0.0%CoreLowVirginia Beach, VA2026-11-03
Eads & Heald Wealth Management
1,751$235.9K0.1%CoreLowAtlanta, GA2026-10-29
Sage Rhino Capital LLC
1,742$234.7K0.0%ETFLowMenlo Park, CA2026-10-28
First Bank & Trust
1,739$234.3K0.0%CoreLowBrookings, SD2026-10-19
Profund Advisors LLC
1,718$231.5K0.0%GrowthLowBethesda, MD2026-10-29
Paragon Capital Management Ltd
1,707$230.1K0.0%CoreVery LowDenver, CO2026-10-09
Axxcess Wealth Management, LLC
1,700$229.1K0.0%CoreLowCarlsbad, CA2026-10-21
Wealth Management Partners, LLC
1,700$229.1K0.1%Agg GrowthLowTucson, AZ2026-10-21
Modera Wealth Management, LLC
1,694$228.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Northwest Wealth Management, LLC
1,689$227.6K0.0%ETFLowSpencer, IA2026-10-30
WealthPlan Investment Management, LLC
1,689$227.6K0.0%GrowthMediumOmaha, NE2026-10-15
Davenport & Co LLC
1,674$225.6K0.0%CoreMediumRichmond, VA2026-10-14
Montecito Bank & Trust
1,671$225.2K0.0%GrowthVery LowSanta Barbara, CA2026-10-01
Lazari Capital Management, Inc.
1,653$222.8K0.1%GrowthLowBurbank, CA2026-10-20
Mather Group, Llc.
1,643$221.4K0.0%ETFMediumChicago, IL2026-10-14
Lido Advisors, LLC
1,622$218.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Trust Point Inc.
1,617$217.9K0.0%CoreMediumLa Crosse, WI2026-10-27
1834 Investment Advisors Co
1,585$213.6K0.0%ValueLowMilwaukee, WI2026-10-16
Diligent Investors, LLC
1,556$209.7K0.0%CoreLowRedlands, CA2026-10-21
Burton Enright Welch
1,545$208.2K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Signaturefd, LLC
1,522$205.1K0.0%IndexLowAtlanta, GA2026-10-23
Taylor Securities Services, Inc.
1,500$202.1K0.1%ETFLowHarrisburg, PA2026-10-20
Versant Capital Management, Inc
1,500$202.1K0.0%GARPLowPhoenix, AZ2026-10-02
Brown Miller Wealth Management, LLC
1,500$202.1K0.0%GrowthLowMclean, VA2026-11-02
Elevated Capital Advisors, LLC
1,448$195.1K0.1%ETFMediumSandy, UT2026-11-04
True Wealth Design, LLC
1,333$179.6K0.0%ETFMediumAkron, OH2026-10-13
Navigoe, LLC
1,174$1580.0%ETFVery LowRedondo Beach, CA2026-11-04
Trust Co of Vermont
811$109.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Curat Global, LLC
800$107.8K0.1%CoreMediumSpringfield, NH2026-10-26
Carolina Wealth Advisors, LLC
800$107.8K0.0%YieldHighMyrtle Beach, SC2026-10-23
Mirae Asset Global Investments Co., Ltd.
799$107.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Beacon Investment Advisory Services, Inc.
700$94.3K0.0%GrowthLowMorristown, NJ2026-10-13
Private Wealth Management Group, LLC
695$93.7K0.0%ETFLowPrinceton, NJ2026-10-19
Harel Insurance Investments & Financial Services Ltd.
680$920.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Bokf, NA
646$87.0K0.0%CoreLowTulsa, OK2026-10-27
J.Safra Asset Management Corp
640$86.2K0.0%ETFLowNew York, NY2026-11-03
Center for Financial Planning, Inc.
620$83.5K0.0%ETFLowSouthfied, MI2026-10-26
Root Financial Partners, LLC
611$82.3K0.0%ETFMediumEncinitas, CA2026-10-21
Western Pacific Wealth Management, LP
610$82.2K0.1%GrowthLowLake Forest, IL2026-10-16
SBI Securities Co., Ltd.
605$81.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
603$81.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Wilmington Savings Fund Society, FSB
600$80.9K0.0%CoreLowWilmington, DE2026-10-23
Fortitude Family Office, LLC
549$74.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Global Trust Asset Management, LLC
532$71.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Heritage Family Offices, LLP
520$70.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Elyxium Wealth, LLC
508$68.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
SJS Investment Consulting Inc.
501$67.5K0.0%ETFVery LowSylvania, OH2026-10-26
Cdkv Holdings LLC
500$67.4K0.1%ETFMediumDenver, CO2026-10-28
Spire Wealth Management
481$64.8K0.0%GrowthMediumMclean, VA2026-10-30
Spirit of America Management Corp
475$64.0K0.0%GARPLowSyosset, NY2026-10-14
1620 Investment Advisors, Inc.
444$59.8K0.0%ValueLowPlymouth, MA2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
405$54.6K0.0%GrowthVery LowBoston, MA2026-10-23
Deseret Mutual Benefit Administrators
379$51.1K0.0%CoreMediumSalt Lake City, UT2026-11-04
Next Level Wealth Planning, LLC
354$47.7K0.0%ETFVery LowMeridian, ID2026-10-29
V-Square Quantitative Management LLC
310$41.8K0.0%CoreLowChicago, IL2026-10-15
Bayforest Capital Ltd
281$37.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
DiNuzzo Private Wealth, Inc.
280$37.7K0.0%ETFLowBeaver, PA2026-10-16
Owl Creek Wealth Partners LLC
276$37.2K0.0%IndexLowGreenwood Village, CO2026-10-20
MassMutual Private Wealth & Trust, FSB
267$36.0K0.0%CoreLowSpringfield, MA2026-10-05
Atlantic Edge Private Wealth Management, LLC
250$33.7K0.0%CoreLowJacksonville, FL2026-10-20
Harbor Investment Advisory, LLC
235$31.7K0.0%GrowthLowLutherville, MD2026-10-13
Lanark Financial, Inc.
233$31.4K0.0%CoreMediumBirmingham, AL2026-10-26
First Horizon Corp
223$30.0K0.0%CoreLowMemphis, TN2026-10-26
Montag A & Associates Inc
219$29.5K0.0%CoreLowAtlanta, GA2026-10-29
Creative Financial Designs Inc
215$29.0K0.0%ETFMediumKokomo, IN2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
214$28.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
TD Private Client Wealth LLC
208$28.0K0.0%ETFLowNew York, NY2026-10-28
Hilton Head Capital Partners, LLC
187$25.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Harbor Capital Advisors, Inc.
185$250.0%ValueHighChicago, IL2026-10-22
Pinnacle Bancorp, Inc.
166$22.4K0.0%CoreVery LowBeatrice, NE2026-10-21
JFS Wealth Advisors, LLC
162$21.8K0.0%ETFVery LowHermitage, PA2026-11-03
Pension & Wealth Management Advisors, Inc.
162$21.8K0.0%ETFLowWaltham, MA2026-10-16
Elevation Wealth Partners, LLC
159$21.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Compass Financial Management LLC
157$21.2K0.0%CoreN/ATampa, FL2026-10-30
Kozak & Associates, Inc.
131$18.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Rakuten Securities, Inc.
131$17.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Nfsg Corp
127$17.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Murphy & Mullick Capital Management Corp
120$16.2K0.0%GrowthLowSmithtown, NY2026-11-02
Physician Wealth Advisors, Inc.
118$15.9K0.0%ETFMediumMidvale, UT2026-10-20
Covestor Ltd
116$160.0%ValueHighLondon, United Kingdom2026-10-30
Friedenthal Financial
109$14.7K0.0%ETFHighMarlton, NJ2026-10-27
Leonteq Securities AG
107$14.4K0.0%CoreHighZurich, Switzerland2026-10-29
Investors Research Corp
93$12.5K0.0%ETFLowAtlanta, GA2026-10-07
Farmers & Merchants Investments Inc
85$11.5K0.0%CoreVery LowLincoln, NE2026-10-22
Moisand Fitzgerald Tamayo, LLC
78$10.5K0.0%ETFVery LowOrlando, FL2026-10-15
Country Trust Bank
70$9.4K0.0%GrowthLowBloomington, IL2026-10-30
Bare Financial Services, Inc
69$9.3K0.0%ETFVery LowGap, PA2026-11-04
Cedar Mountain Advisors, LLC
67$9.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Avion Wealth
66$80.0%ETFLowThe Woodlands, TX2026-11-04
Hughes Financial Services, LLC
65$9.4K0.0%ETFLowHerndon, VA2026-10-30
James T. Borello RIA
62$8.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Proathlete Wealth Management LLC
51$6.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Raleigh Capital Management Inc.
51$6.9K0.0%CoreMediumCary, NC2026-10-28
High Note Wealth, LLC
49$6.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Creative Capital Management Investments LLC
43$5.8K0.0%ETFLowSan Diego, CA2026-10-28
GK Wealth Management LLC
40$5.4K0.0%GARPVery HighReno, NV2026-10-09
Cape Investment Advisory, Inc.
40$5.4K0.0%ETFLowMcdonough, GA2026-10-13
Bay Harbor Wealth Management, LLC
39$5.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Pinnacle Wealth Planning Services, Inc.
36$4.9K0.0%GARPLowMansfield, OH2026-10-27
Retirement Wealth Solutions LLC
33$4.4K0.0%ETFLowMarshfield, WI2026-10-07
Cromwell Holdings LLC
31$4.2K0.0%IndexLowJackson, WY2026-10-28
Gables Capital Management Inc.
29$3.9K0.0%GrowthVery LowMiami, FL2026-11-04
Highline Wealth Partners LLC
27$3.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Signature Equity Partners, LLC
27$3.6K0.0%GrowthMediumColumbus, OH2026-10-29
Bell Investment Advisors, Inc
27$3.6K0.0%ETFVery LowOrinda, CA2026-10-29
Burk Holdings LLC
24$3.2K0.0%ETFVery LowTulsa, OK2026-11-05
Lloyd Advisory Services, Llc.
17$2.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Provenance Wealth Advisors, LLC
17$2.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
16$20.0%ETFLowShaker Heights, OH2026-10-27
Gen-Wealth Partners Inc
15$2.0K0.0%CoreLowZeeland, MI2026-11-04
Smallwood Wealth Investment Management, LLC
14$1.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
American Capital Advisory, LLC
12$1.6K0.0%ETFLowKetchum, ID2026-10-28
Sunrise Financial Services, LLC
11$1.5K0.0%ETFMediumBurien, WA2026-10-21
Marquette Asset Management, LLC
11$1.5K0.0%ETFVery LowMinneapolis, MN2026-10-09
Abound Wealth Management
10$1.3K0.0%ETFVery LowFranklin, TN2026-10-26
Financial Management Professionals, Inc.
10$1.3K0.0%ETFMediumAustin, TX2026-10-23
Lodestone Wealth Management LLC
10$1.4K0.0%CoreLowSpokane, WA2026-10-14
Planning Strategies Inc.
10$1.3K0.0%ETFN/ALancaster, PA2026-10-02
Blue Trust, Inc.
10$1.3K0.0%ETFLowBrentwood, TN2026-10-15
Ares Financial Consulting, LLC
9$1.2K0.0%CoreLowCalabasas, CA2026-10-19
North Star Investment Management Corp.
8$1.1K0.0%CoreLowChicago, IL2026-10-27
Financial Network Wealth Advisors LLC
7$9430.0%ETFLowMurray, UT2026-10-28
CX Institutional
7$10.0%CoreMediumAuburn, IN2026-10-02
MV Capital Management, Inc.
6$8090.0%ETFLowBethesda, MD2026-10-29
Barnes Dennig Private Wealth Management LLC
6$8090.0%CoreLowCincinnati, OH2026-10-30
Toth Financial Advisory Corp
6$8090.0%CoreLowLeesburg, VA2026-10-08
Quaker Wealth Management, LLC
5$6740.0%ETFMediumMoorestown, NJ2026-10-22
DecisionPoint Financial, LLC
5$6820.0%ETFVery LowMesa, AZ2026-10-27
Nemes Rush Group LLC
5$6740.0%CoreVery LowNovi, MI2026-11-04
Polaris Financial Partners
5$10.0%GrowthN/AWesterville, OH2026-10-02
Wealth Enhancement Trust Services, Inc.
4$5390.0%GrowthMediumSioux Falls, SD2026-10-07
CoreCap Advisors, LLC
4$5390.0%ETFMediumSouthfield, MI2026-10-08
Financial Consulate, Inc
4$5390.0%ETFLowHunt Valley, MD2026-10-23
Meriwether Wealth & Planning, LLC
3$4040.0%ETFMediumMinden, LA2026-10-13
Maseco LLP
3$4040.0%ETFVery LowLondon, United Kingdom2026-10-27
Align Financial, LLC
3$4040.0%ETFVery LowHermantown, MN2026-10-16
Tounjian Advisory Partners, LLC
2$2700.0%GrowthHighFort Myers, FL2026-11-04
Maryland Capital Advisors Inc.
1$1350.0%ETFVery LowChester, MD2026-10-15
Kingdom Financial Group Llc.
1$1350.0%ETFMediumPeoria, AZ2026-11-04
Manchester Capital Management LLC
1$1350.0%CoreLowManchester, VT2026-10-22
Main Street Group, LTD
0$10.0%ETFMediumGlen Allen, VA2026-10-28