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Trex Company Inc (TREX)

CUSIP: 89531P105 | NYSE | Industrials · Building Products & Equipment | Mid Cap | 1632 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/AAlliancebernstein L.P.202,4830.2%Newly reportedAug 31, 20266,039,140 sh (Jun 30, 2026)
13G/AWellington Management Group LLP10,558,01010.4%+680,886Jul 31, 20269,877,116 sh (Jun 30, 2026)
13GMillennium Group Management LLC5,570,5325.5%New 5%+ stakeJul 31, 2026No 13F filer matched
13G/AAlliancebernstein L.P.202,483
0.2% of class · Aug 31, 2026Newly reported
6,039,140 sh (Jun 30, 2026)
13G/AWellington Management Group LLP10,558,010
10.4% of class · Jul 31, 2026+680,886
9,877,116 sh (Jun 30, 2026)
13GMillennium Group Management LLC5,570,532
5.5% of class · Jul 31, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Wasatch Advisors LP3,641,416
1.2% of portfolio›$158.6M
Dimensional Fund Advisors LP1,936,766
0.0% of portfolio›$84.4M
Fort Washington Investment Advisors Inc754,311
0.2% of portfolio›$32.9M
Bank of New York Mellon Corp573,243
0.0% of portfolio›$25.0M
Davenport & Co LLC455,570
0.1% of portfolio›$19.8M
Principal Financial Group Inc422,883
0.0% of portfolio›$18.4M
Creative Planning324,634
0.0% of portfolio›$14.1M
Confluence Investment Management LLC319,424
0.2% of portfolio›$13.9M
AGF Management LTD248,719
0.0% of portfolio›$10.8M
Jefferies Financial Group Inc.156,343
0.1% of portfolio›$6.8M
Citigroup Inc141,424
0.0% of portfolio›$6.2M
Kornitzer Capital Management Inc131,545
0.1% of portfolio›$5.7M
Wealth Enhancement Advisory Services, LLC118,217
0.0% of portfolio›$4.6M
Retirement Systems of Alabama105,069
0.0% of portfolio›$4.6M
New York State Teachers Retirement System104,754
0.0% of portfolio›$4.6K
Strs Ohio85,816
0.0% of portfolio›$3.7M
Kestra Private Wealth Services, LLC76,290
0.0% of portfolio›$3.3M
B. Metzler seel. Sohn & Co. AG69,378
0.0% of portfolio›$3.0M
Park State Asset Management65,321
2.8% of portfolio›$2.8M
Allspring Global Investments Holdings, LLC59,799
0.0% of portfolio›$2.6M
Bennett Selby Investments LP57,306
0.8% of portfolio›$2.5M
First Nebraska Trust Co57,295
0.2% of portfolio›$2.5M
Achmea Investment Management B.V.53,892
0.0% of portfolio›$2.3M
Thrivent Financial for Lutherans51,731
0.0% of portfolio›$2.3K
Red Spruce Capital, LLC48,744
0.8% of portfolio›$2.1M
Oppenheimer Asset Management Inc.48,480
0.0% of portfolio›$2.1M
Amalgamated Bank46,026
0.0% of portfolio›$2.0K
Monte Financial Group, LLC41,346
0.6% of portfolio›$1.8M
Pinnacle Associates LTD41,271
0.0% of portfolio›$1.8M
Mutual of America Capital Management LLC37,135
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D35,616
0.0% of portfolio›$1.6M
QV Investors Inc.32,270
0.0% of portfolio›$1.4K
Wakefield Asset Management Lllp31,872
0.3% of portfolio›$1.4M
Louisiana State Employees Retirement System30,300
0.0% of portfolio›$1.3M
Arizona State Retirement System29,268
0.0% of portfolio›$1.3M
Kopion Asset Management, LLC28,058
0.8% of portfolio›$1.2M
Yousif Capital Management, LLC26,694
0.0% of portfolio›$1.2M
Fourpath Capital Management, LLC25,658
0.1% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd25,490
0.0% of portfolio›$1.1M
Mount Vernon Associates Inc24,850
0.0% of portfolio›$1.1K
Jackson Creek Investment Advisors LLC24,500
0.0% of portfolio›$1.1K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,315
0.0% of portfolio›$1.1M
State of Michigan Retirement System23,922
0.0% of portfolio›$1.0M
Fifth Third Bancorp23,199
0.0% of portfolio›$1.0M
New Mexico Educational Retirement Board22,400
0.0% of portfolio›$976
Chicago Partners Investment Group LLC21,868
0.0% of portfolio›$1.1M
Green Alpha Advisors, LLC21,498
0.6% of portfolio›$936.5K
Oregon Public Employees Retirement Fund21,124
0.0% of portfolio›$920.2K
Brighton Jones LLC20,800
0.0% of portfolio›$906.0K
RTD Financial Advisors, Inc.20,568
0.1% of portfolio›$895.9K
Curbstone Financial Management Corp17,620
0.1% of portfolio›$767.5K
Pictet Asset Management Holding SA16,095
0.0% of portfolio›$701.1K
Martin Capital Advisors, LLP16,091
0.4% of portfolio›$700.9K
NorthCrest Asset Manangement, LLC15,162
0.0% of portfolio›$673.8K
Inspire Investing, LLC14,494
0.0% of portfolio›$631.4K
Counterpoint Mutual Funds LLC14,291
0.1% of portfolio›$622.5K
US Bancorp \de\14,215
0.0% of portfolio›$619.2K
Alchemi Wealth, LLC13,100
0.3% of portfolio›$570.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,714
0.0% of portfolio›$553.8K
HB Wealth Management, LLC12,397
0.0% of portfolio›$540.0K
Xponance LLC11,886
0.0% of portfolio›$517.8K
PineStone Asset Management Inc.11,269
0.0% of portfolio›$490.9K
Evergreen Capital Management LLC11,052
0.0% of portfolio›$481.4K
Vise Technologies, Inc.10,695
0.0% of portfolio›$465.9K
State of Alaska, Department of Revenue9,651
0.0% of portfolio›$420
State of Wyoming9,213
0.0% of portfolio›$401.3K
Harrington Investments, Inc9,207
0.2% of portfolio›$401.1K
AlphaCore Capital LLC8,732
0.0% of portfolio›$380.4K
Crestwood Advisors Group, LLC8,600
0.0% of portfolio›$374.6K
Fulcrum Asset Management LLP8,105
0.0% of portfolio›$357.1K
Krilogy Financial LLC7,677
0.0% of portfolio›$341.5K
Swiss Life Asset Management Ltd7,183
0.0% of portfolio›$312.9K
Cullen T Bankers, Inc.7,006
0.0% of portfolio›$305.2K
Farther Finance Advisors, LLC6,911
0.0% of portfolio›$301.0K
Virginia Retirement Systems ET Al6,900
0.0% of portfolio›$300.6K
Teza Capital Management LLC6,796
0.3% of portfolio›$296.0K
Certuity, LLC6,570
0.0% of portfolio›$286.2K
Axxion S.A.6,540
0.0% of portfolio›$284.9K
Grey Ledge Advisors, LLC6,400
0.1% of portfolio›$278.8K
Schorn Wealth LLC6,400
0.1% of portfolio›$278.8K
Crossmark Global Holdings, Inc.6,333
0.0% of portfolio›$275.9K
Larson Financial Group LLC5,716
0.0% of portfolio›$249.0K
Nisa Investment Advisors, LLC5,595
0.0% of portfolio›$243.7K
Perigon Wealth Management, LLC5,548
0.0% of portfolio›$241.7K
Clear Harbor Asset Management, LLC5,423
0.0% of portfolio›$236.2K
EverSource Wealth Advisors, LLC5,389
0.0% of portfolio›$234.7K
Michael J. Porro & Co. Financial Advisors, Inc.5,386
0.1% of portfolio›$234.6K
Evermay Wealth Management LLC5,382
0.0% of portfolio›$234.4K
Citizens Financial Group Inc5,369
0.0% of portfolio›$233.9K
RMR Wealth Builders5,266
0.0% of portfolio›$229.4K
Central Pacific Bank - Trust Division5,060
0.0% of portfolio›$220.4K
Maryland State Retirement & Pension System4,993
0.0% of portfolio›$217.5K
Associated Banc-Corp4,991
0.0% of portfolio›$217.4K
Trust Co of Vermont4,975
0.0% of portfolio›$216.7K
Root Financial Partners, LLC4,897
0.0% of portfolio›$213.3K
Ritholtz Wealth Management4,892
0.0% of portfolio›$213.1K
Platform Technology Partners4,803
0.0% of portfolio›$209.2K
Hennion & Walsh Asset Management, Inc.4,740
0.0% of portfolio›$206.5K
Curated Wealth Partners LLC4,611
0.0% of portfolio›$200.9K
Wedmont Private Capital4,598
0.0% of portfolio›$204.3K
Parallel Advisors, LLC4,103
0.0% of portfolio›$178.7K
Byrne Asset Management LLC3,686
0.1% of portfolio›$160.3K
Summit Securities Group LLC3,671
0.0% of portfolio›$159.9K
M&G Plc3,511
0.0% of portfolio›$154.5K
Signaturefd, LLC3,214
0.0% of portfolio›$140.0K
Sterling Capital Management LLC2,988
0.0% of portfolio›$130.2K
KBC Group NV2,956
0.0% of portfolio›$129
Versant Capital Management, Inc2,676
0.0% of portfolio›$116.6K
WPG Advisers, LLC2,659
0.1% of portfolio›$115.8K
Essential Partners LLC2,218
0.0% of portfolio›$96.6K
Putney Financial Group LLC2,050
0.1% of portfolio›$89.3K
Reyes Financial Architecture, Inc.2,021
0.1% of portfolio›$88.0K
Premier Fund Managers Ltd1,732
0.0% of portfolio›$76
IFP Advisors, Inc1,551
0.0% of portfolio›$67.6K
True Wealth Design, LLC1,299
0.0% of portfolio›$56.6K
Gamma Investing LLC1,269
0.0% of portfolio›$55.3K
Elevation Wealth Partners, LLC1,224
0.0% of portfolio›$53.3K
Ascentis Independent Advisors1,200
0.0% of portfolio›$52.3K
SJS Investment Consulting Inc.970
0.0% of portfolio›$42.3K
GHP Investment Advisors, Inc.915
0.0% of portfolio›$39.9K
Harbor Capital Advisors, Inc.804
0.0% of portfolio›$35
TD Waterhouse Canada Inc.625
0.0% of portfolio›$27.2K
Buck Wealth Strategies, LLC500
0.0% of portfolio›$21.8K
Activest Wealth Management486
0.0% of portfolio›$21.2K
Provenance Wealth Advisors, LLC476
0.0% of portfolio›$20.7K
Elyxium Wealth, LLC471
0.0% of portfolio›$20.5K
Jacobi Capital Management LLC468
0.0% of portfolio›$20.4K
Cassaday & Co Wealth Management LLC402
0.0% of portfolio›$17.5K
Harbor Investment Advisory, LLC400
0.0% of portfolio›$17.4K
Parkside Financial Bank & Trust363
0.0% of portfolio›$15.8K
Mather Group, Llc.273
0.0% of portfolio›$11.9K
SBI Securities Co., Ltd.247
0.0% of portfolio›$10.8K
Pension & Wealth Management Advisors, Inc.219
0.0% of portfolio›$9.5K
CGC Financial Services, LLC212
0.0% of portfolio›$9.2K
Highline Wealth Partners LLC202
0.0% of portfolio›$8.8K
Hilton Head Capital Partners, LLC200
0.0% of portfolio›$8.7K
Mitsubishi UFJ Asset Management Co., Ltd.192
0.0% of portfolio›$8.4K
Covestor Ltd169
0.0% of portfolio›$7
Assetmark, Inc164
0.0% of portfolio›$7.1K
Rossby Financial, LCC164
0.0% of portfolio›$7.1K
MassMutual Private Wealth & Trust, FSB162
0.0% of portfolio›$7.1K
Capital Advisors, Ltd. LLC124
0.0% of portfolio›$5
Fortitude Family Office, LLC117
0.0% of portfolio›$5.1K
DeDora Capital, Inc.115
0.0% of portfolio›$5.0K
Private Wealth Management Group, LLC109
0.0% of portfolio›$4.7K
Leonteq Securities AG106
0.0% of portfolio›$4.6K
Triumph Capital Management100
0.0% of portfolio›$4.4K
GoalVest Advisory LLC92
0.0% of portfolio›$4.0K
Farmers & Merchants Investments Inc89
0.0% of portfolio›$3.9K
Private Trust Co NA76
0.0% of portfolio›$3.3K
Valued Wealth Advisors LLC71
0.0% of portfolio›$3.1K
Salomon & Ludwin, LLC61
0.0% of portfolio›$2.7K
JFS Wealth Advisors, LLC59
0.0% of portfolio›$2.6K
Bokf, NA59
0.0% of portfolio›$2.6K
Creative Capital Management Investments LLC52
0.0% of portfolio›$2.3K
Pinnacle Wealth Planning Services, Inc.48
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC48
0.0% of portfolio›$2.1K
Blue Trust, Inc.43
0.0% of portfolio›$1.9K
Caitong International Asset Management Co., Ltd42
0.0% of portfolio›$1.8K
Nvwm, LLC41
0.0% of portfolio›$1.8K
Westside Investment Management, Inc.36
0.0% of portfolio›$1.6K
Ascentis Wealth Management, LLC36
0.0% of portfolio›$1.6K
James T. Borello RIA35
0.0% of portfolio›$1.5K
Cromwell Holdings LLC34
0.0% of portfolio›$1.5K
Planning Strategies Inc.30
0.0% of portfolio›$1.3K
Torren Management, LLC24
0.0% of portfolio›$1.0K
Abound Wealth Management24
0.0% of portfolio›$1.0K
Quaker Wealth Management, LLC23
0.0% of portfolio›$1.0K
Silver Grove Financial Group, Inc.21
0.0% of portfolio›$915
First Horizon Corp20
0.0% of portfolio›$871
Owl Creek Wealth Partners LLC20
0.0% of portfolio›$872
Security National Bank20
0.0% of portfolio›$871
TD Private Client Wealth LLC19
0.0% of portfolio›$828
Valley National Advisers Inc16
0.0% of portfolio›$697
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$697
TFC Financial Management, Inc.15
0.0% of portfolio›$654
Bare Financial Services, Inc14
0.0% of portfolio›$610
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$610
American Capital Advisory, LLC9
0.0% of portfolio›$393
Financial Management Professionals, Inc.8
0.0% of portfolio›$348
DecisionPoint Financial, LLC4
0.0% of portfolio›$174
MV Capital Management, Inc.4
0.0% of portfolio›$175
Mascoma Wealth Management LLC2
0.0% of portfolio›$87
Maryland Capital Advisors Inc.1
0.0% of portfolio›$44
Signature Resources Capital Management, LLC1
0.0% of portfolio›$44
StyleTurnoverLocationFiled
Wasatch Advisors LP
3,641,416$158.6M1.2%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
1,936,766$84.4M0.0%IndexLowAustin, TX2026-11-04
Fort Washington Investment Advisors Inc
754,311$32.9M0.2%CoreLowCincinnati, OH2026-10-15
Bank of New York Mellon Corp
573,243$25.0M0.0%CoreLowNew York, NY2026-11-05
Davenport & Co LLC
455,570$19.8M0.1%CoreMediumRichmond, VA2026-10-14
Principal Financial Group Inc
422,883$18.4M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
324,634$14.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Confluence Investment Management LLC
319,424$13.9M0.2%ValueMediumSt. Louis, MO2026-10-01
AGF Management LTD
248,719$10.8M0.0%GrowthHighToronto, Australia2026-11-03
Jefferies Financial Group Inc.
156,343$6.8M0.1%CoreVery HighNew York, NY2026-11-05
Citigroup Inc
141,424$6.2M0.0%CoreMediumNew York, NY2026-11-04
Kornitzer Capital Management Inc
131,545$5.7M0.1%CoreLowShawnee Mission, KS2026-11-03
Wealth Enhancement Advisory Services, LLC
118,217$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Retirement Systems of Alabama
105,069$4.6M0.0%IndexLowMontgomery, AL2026-11-04
New York State Teachers Retirement System
104,754$4.6K0.0%CoreVery LowAlbany, NY2026-10-22
Strs Ohio
85,816$3.7M0.0%CoreMediumColumbus, OH2026-10-30
Kestra Private Wealth Services, LLC
76,290$3.3M0.0%GrowthLowAustin, TX2026-10-30
B. Metzler seel. Sohn & Co. AG
69,378$3.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Park State Asset Management
65,321$2.8M2.8%CoreVery LowBeverly, MA2026-11-02
Allspring Global Investments Holdings, LLC
59,799$2.6M0.0%CoreMediumCharlotte, NC2026-11-04
Bennett Selby Investments LP
57,306$2.5M0.8%CoreVery LowFalmouth, ME2026-10-19
First Nebraska Trust Co
57,295$2.5M0.2%CoreVery LowLincoln, NE2026-10-30
Achmea Investment Management B.V.
53,892$2.3M0.0%CoreMediumZeist, Philippines2026-10-30
Thrivent Financial for Lutherans
51,731$2.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Red Spruce Capital, LLC
48,744$2.1M0.8%GrowthMediumBerwyn, PA2026-10-07
Oppenheimer Asset Management Inc.
48,480$2.1M0.0%CoreMediumNew York, NY2026-10-27
Amalgamated Bank
46,026$2.0K0.0%CoreVery LowNew York, NY2026-10-23
Monte Financial Group, LLC
41,346$1.8M0.6%ValueMediumGuilford, CT2026-11-02
Pinnacle Associates LTD
41,271$1.8M0.0%CoreLowNew York, NY2026-10-20
Mutual of America Capital Management LLC
37,135$1.6M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
35,616$1.6M0.0%CoreLowTrenton, NJ2026-11-05
QV Investors Inc.
32,270$1.4K0.0%ValueMediumCalgary, Abu Dhabi2026-10-20
Wakefield Asset Management Lllp
31,872$1.4M0.3%ValueMediumEnglewood, CO2026-11-05
Louisiana State Employees Retirement System
30,300$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
29,268$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Kopion Asset Management, LLC
28,058$1.2M0.8%Deep ValueMediumMckinney, TX2026-10-09
Yousif Capital Management, LLC
26,694$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fourpath Capital Management, LLC
25,658$1.1M0.1%CoreMediumOklahoma City, OK2026-10-19
Y-Intercept (Hong Kong) Ltd
25,490$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Mount Vernon Associates Inc
24,850$1.1K0.0%CoreVery LowBaltimore, MD2026-10-26
Jackson Creek Investment Advisors LLC
24,500$1.1K0.0%ValueVery HighCastle Rock, CO2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
24,315$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
23,922$1.0M0.0%IndexLowEast Lansing, MI2026-10-27
Fifth Third Bancorp
23,199$1.0M0.0%IndexVery LowCincinnati, OH2026-11-05
New Mexico Educational Retirement Board
22,400$9760.0%IndexVery LowSanta Fe, NM2026-11-05
Chicago Partners Investment Group LLC
21,868$1.1M0.0%GARPLowChicago, IL2026-10-27
Green Alpha Advisors, LLC
21,498$936.5K0.6%GrowthLowNiwot, CO2026-10-08
Oregon Public Employees Retirement Fund
21,124$920.2K0.0%IndexVery LowTigard, OR2026-10-30
Brighton Jones LLC
20,800$906.0K0.0%CoreVery LowSeattle, WA2026-11-03
RTD Financial Advisors, Inc.
20,568$895.9K0.1%ETFLowPhiladelphia, PA2026-10-09
Curbstone Financial Management Corp
17,620$767.5K0.1%CoreLowManchester, NH2026-10-21
Pictet Asset Management Holding SA
16,095$701.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Martin Capital Advisors, LLP
16,091$700.9K0.4%GrowthVery LowSan Antonio, TX2026-10-15
NorthCrest Asset Manangement, LLC
15,162$673.8K0.0%GrowthLowPlymouth, MN2026-10-13
Inspire Investing, LLC
14,494$631.4K0.0%GARPHighMeridian, ID2026-10-22
Counterpoint Mutual Funds LLC
14,291$622.5K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
US Bancorp \de\
14,215$619.2K0.0%IndexLowMinneapolis, MN2026-11-05
Alchemi Wealth, LLC
13,100$570.6K0.3%CoreLowEssex, CT2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,714$553.8K0.0%GrowthVery LowSeattle, WA2026-10-27
HB Wealth Management, LLC
12,397$540.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Xponance LLC
11,886$517.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
PineStone Asset Management Inc.
11,269$490.9K0.0%CoreLowMontreal, Austria2026-10-16
Evergreen Capital Management LLC
11,052$481.4K0.0%GARPMediumBellevue, WA2026-10-23
Vise Technologies, Inc.
10,695$465.9K0.0%IndexLowNew York, NY2026-10-29
State of Alaska, Department of Revenue
9,651$4200.0%CoreVery LowJuneau, AK2026-10-15
State of Wyoming
9,213$401.3K0.0%ValueHighCheyenne, WY2026-10-28
Harrington Investments, Inc
9,207$401.1K0.2%CoreVery LowNapa, CA2026-10-14
AlphaCore Capital LLC
8,732$380.4K0.0%ETFLowLa Jolla, CA2026-11-04
Crestwood Advisors Group, LLC
8,600$374.6K0.0%GrowthLowBoston, MA2026-10-27
Fulcrum Asset Management LLP
8,105$357.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Krilogy Financial LLC
7,677$341.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Swiss Life Asset Management Ltd
7,183$312.9K0.0%CoreLowZurich, Switzerland2026-11-03
Cullen T Bankers, Inc.
7,006$305.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Farther Finance Advisors, LLC
6,911$301.0K0.0%IndexLowSan Francisco, CA2026-10-08
Virginia Retirement Systems ET Al
6,900$300.6K0.0%CoreMediumRichmond, VA2026-10-28
Teza Capital Management LLC
6,796$296.0K0.3%ValueHighAustin, TX2026-10-23
Certuity, LLC
6,570$286.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Axxion S.A.
6,540$284.9K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Grey Ledge Advisors, LLC
6,400$278.8K0.1%CoreLowGuilford, CT2026-11-02
Schorn Wealth LLC
6,400$278.8K0.1%ETFLowEnglewood, FL2026-10-14
Crossmark Global Holdings, Inc.
6,333$275.9K0.0%GARPMediumHouston, TX2026-10-21
Larson Financial Group LLC
5,716$249.0K0.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
5,595$243.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Perigon Wealth Management, LLC
5,548$241.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Clear Harbor Asset Management, LLC
5,423$236.2K0.0%CoreLowStamford, CT2026-11-05
EverSource Wealth Advisors, LLC
5,389$234.7K0.0%CoreMediumBirmingham, AL2026-11-04
Michael J. Porro & Co. Financial Advisors, Inc.
5,386$234.6K0.1%GrowthLowOld Tappan, NJ2026-10-16
Evermay Wealth Management LLC
5,382$234.4K0.0%ETFLowArlington, VA2026-11-05
Citizens Financial Group Inc
5,369$233.9K0.0%GrowthLowProvidence, RI2026-10-23
RMR Wealth Builders
5,266$229.4K0.0%ETFLowMontclair, NJ2026-10-22
Central Pacific Bank - Trust Division
5,060$220.4K0.0%CoreMediumHonolulu, HI2026-10-06
Maryland State Retirement & Pension System
4,993$217.5K0.0%IndexVery LowBaltimore, MD2026-11-05
Associated Banc-Corp
4,991$217.4K0.0%CoreLowGreen Bay, WI2026-10-30
Trust Co of Vermont
4,975$216.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Root Financial Partners, LLC
4,897$213.3K0.0%ETFMediumEncinitas, CA2026-10-21
Ritholtz Wealth Management
4,892$213.1K0.0%IndexLowNew York, NY2026-11-05
Platform Technology Partners
4,803$209.2K0.0%CoreVery LowLocust Valley, NY2026-11-02
Hennion & Walsh Asset Management, Inc.
4,740$206.5K0.0%ValueMediumParsippany, NJ2026-10-13
Curated Wealth Partners LLC
4,611$200.9K0.0%GARPLowEl Segundo, CA2026-10-15
Wedmont Private Capital
4,598$204.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Parallel Advisors, LLC
4,103$178.7K0.0%IndexLowSan Francisco, CA2026-11-03
Byrne Asset Management LLC
3,686$160.3K0.1%CoreLowKingston, NJ2026-10-06
Summit Securities Group LLC
3,671$159.9K0.0%CoreVery HighNew York, NY2026-11-05
M&G Plc
3,511$154.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Signaturefd, LLC
3,214$140.0K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
2,988$130.2K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
2,956$1290.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
2,676$116.6K0.0%GARPLowPhoenix, AZ2026-10-02
WPG Advisers, LLC
2,659$115.8K0.1%CoreLowBaltimore, MD2026-10-27
Essential Partners LLC
2,218$96.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Putney Financial Group LLC
2,050$89.3K0.1%GrowthLowSan Rafael, CA2026-10-30
Reyes Financial Architecture, Inc.
2,021$88.0K0.1%ETFVery HighSan Diego, CA2026-10-22
Premier Fund Managers Ltd
1,732$760.0%MomentumMediumLondon, United Kingdom2026-11-02
IFP Advisors, Inc
1,551$67.6K0.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
1,299$56.6K0.0%ETFMediumAkron, OH2026-10-13
Gamma Investing LLC
1,269$55.3K0.0%IndexVery LowFoster City, CA2026-10-08
Elevation Wealth Partners, LLC
1,224$53.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Ascentis Independent Advisors
1,200$52.3K0.0%ETFLowDallas, TX2026-11-03
SJS Investment Consulting Inc.
970$42.3K0.0%ETFVery LowSylvania, OH2026-10-26
GHP Investment Advisors, Inc.
915$39.9K0.0%CoreVery LowDenver, CO2026-10-15
Harbor Capital Advisors, Inc.
804$350.0%ValueHighChicago, IL2026-10-22
TD Waterhouse Canada Inc.
625$27.2K0.0%CoreLowToronto, Australia2026-10-16
Buck Wealth Strategies, LLC
500$21.8K0.0%ValueMediumDenver, CO2026-10-28
Activest Wealth Management
486$21.2K0.0%ETFLowAventura, FL2026-10-15
Provenance Wealth Advisors, LLC
476$20.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Elyxium Wealth, LLC
471$20.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Jacobi Capital Management LLC
468$20.4K0.0%CoreLowPittston, PA2026-11-05
Cassaday & Co Wealth Management LLC
402$17.5K0.0%ETFVery LowMclean, VA2026-10-27
Harbor Investment Advisory, LLC
400$17.4K0.0%GrowthLowLutherville, MD2026-10-13
Parkside Financial Bank & Trust
363$15.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
273$11.9K0.0%ETFMediumChicago, IL2026-10-14
SBI Securities Co., Ltd.
247$10.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pension & Wealth Management Advisors, Inc.
219$9.5K0.0%ETFLowWaltham, MA2026-10-16
CGC Financial Services, LLC
212$9.2K0.0%ETFLowLake Oswego, OR2026-10-13
Highline Wealth Partners LLC
202$8.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Hilton Head Capital Partners, LLC
200$8.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
192$8.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Covestor Ltd
169$70.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
164$7.1K0.0%ETFLowConcord, CA2026-10-21
Rossby Financial, LCC
164$7.1K0.0%ETFMediumMelbourne, FL2026-11-05
MassMutual Private Wealth & Trust, FSB
162$7.1K0.0%CoreLowSpringfield, MA2026-10-05
Capital Advisors, Ltd. LLC
124$50.0%ETFLowShaker Heights, OH2026-10-27
Fortitude Family Office, LLC
117$5.1K0.0%ETFMediumScottsdale, AZ2026-10-14
DeDora Capital, Inc.
115$5.0K0.0%ETFVery LowNapa, CA2026-10-26
Private Wealth Management Group, LLC
109$4.7K0.0%ETFLowPrinceton, NJ2026-10-19
Leonteq Securities AG
106$4.6K0.0%CoreHighZurich, Switzerland2026-10-29
Triumph Capital Management
100$4.4K0.0%ETFMediumDenver, CO2026-10-14
GoalVest Advisory LLC
92$4.0K0.0%ETFMediumNew York, NY2026-10-02
Farmers & Merchants Investments Inc
89$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Private Trust Co NA
76$3.3K0.0%CoreLowCleveland, OH2026-10-20
Valued Wealth Advisors LLC
71$3.1K0.0%IndexVery LowHolladay, UT2026-11-05
Salomon & Ludwin, LLC
61$2.7K0.0%ETFVery LowRichmond, VA2026-10-29
JFS Wealth Advisors, LLC
59$2.6K0.0%ETFVery LowHermitage, PA2026-11-03
Bokf, NA
59$2.6K0.0%CoreLowTulsa, OK2026-10-27
Creative Capital Management Investments LLC
52$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Pinnacle Wealth Planning Services, Inc.
48$2.1K0.0%GARPLowMansfield, OH2026-10-27
UMB Private Wealth Management, LLC
48$2.1K0.0%GrowthN/AKansas City, MO2026-10-19
Blue Trust, Inc.
43$1.9K0.0%ETFLowBrentwood, TN2026-10-15
Caitong International Asset Management Co., Ltd
42$1.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Nvwm, LLC
41$1.8K0.0%GrowthMediumYardley, PA2026-10-14
Westside Investment Management, Inc.
36$1.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Ascentis Wealth Management, LLC
36$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
James T. Borello RIA
35$1.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Cromwell Holdings LLC
34$1.5K0.0%IndexLowJackson, WY2026-10-28
Planning Strategies Inc.
30$1.3K0.0%ETFN/ALancaster, PA2026-10-02
Torren Management, LLC
24$1.0K0.0%ETFMediumSan Diego, CA2026-10-29
Abound Wealth Management
24$1.0K0.0%ETFVery LowFranklin, TN2026-10-26
Quaker Wealth Management, LLC
23$1.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Silver Grove Financial Group, Inc.
21$9150.0%CoreMediumOrchard Park, NY2026-11-05
First Horizon Corp
20$8710.0%CoreLowMemphis, TN2026-10-26
Owl Creek Wealth Partners LLC
20$8720.0%IndexLowGreenwood Village, CO2026-10-20
Security National Bank
20$8710.0%GrowthLowOmaha, NE2026-10-26
TD Private Client Wealth LLC
19$8280.0%ETFLowNew York, NY2026-10-28
Valley National Advisers Inc
16$6970.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
16$6970.0%ETFMediumHunt Valley, MD2026-11-03
TFC Financial Management, Inc.
15$6540.0%ETFVery LowBoston, MA2026-10-26
Bare Financial Services, Inc
14$6100.0%ETFVery LowGap, PA2026-11-04
DiNuzzo Private Wealth, Inc.
14$6100.0%ETFLowBeaver, PA2026-10-16
American Capital Advisory, LLC
9$3930.0%ETFLowKetchum, ID2026-10-28
Financial Management Professionals, Inc.
8$3480.0%ETFMediumAustin, TX2026-10-23
DecisionPoint Financial, LLC
4$1740.0%ETFVery LowMesa, AZ2026-10-27
MV Capital Management, Inc.
4$1750.0%ETFLowBethesda, MD2026-10-29
Mascoma Wealth Management LLC
2$870.0%ETFVery LowHanover, NH2026-10-23
Maryland Capital Advisors Inc.
1$440.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$440.0%ETFLowNewport Beach, CA2026-10-16