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Uipath Inc (PATH)

CUSIP: 90364P105 | NYSE | Technology · Software - Infrastructure | Mid Cap | 1469 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/ATetragon Financial Group Limited
with Tetragon Partners GP Ltd, Tetragon Partners L.P., Tetragon Partners UK LLP, +2 more
30,950,0006.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ATetragon Financial Group Limited30,950,000
6.8% of class · Jun 30, 2026New 5%+ stake
with Tetragon Partners GP Ltd, Tetragon Partners L.P., Tetragon Partners UK LLP, +2 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP7,643,563
0.0% of portfolio›$98.1M
Bank of New York Mellon Corp2,606,824
0.0% of portfolio›$33.5M
Principal Financial Group Inc947,771
0.0% of portfolio›$12.2M
Citigroup Inc893,669
0.0% of portfolio›$11.5M
Imc-Chicago, LLC734,341
0.0% of portfolio›$9.4M
D.A. Davidson & Co.619,765
0.0% of portfolio›$8.0M
180 Wealth Advisors, LLC517,073
0.6% of portfolio›$6.6M
MacKenzie Financial Corp502,758
0.0% of portfolio›$6.5M
Chicago Partners Investment Group LLC469,188
0.1% of portfolio›$6.6M
Retirement Systems of Alabama425,597
0.0% of portfolio›$5.5M
Y-Intercept (Hong Kong) Ltd406,809
0.1% of portfolio›$5.2M
Keybank National Association351,341
0.0% of portfolio›$4.5M
Mitsubishi UFJ Asset Management Co., Ltd.278,845
0.0% of portfolio›$3.6M
Leuthold Group, LLC278,223
0.3% of portfolio›$3.6M
KBC Group NV249,192
0.0% of portfolio›$3.2K
Graphene Investments SAS246,500
1.7% of portfolio›$3.2M
Matauro, LLC194,159
0.3% of portfolio›$2.5M
Amalgamated Bank183,546
0.0% of portfolio›$2.4K
AGF Management LTD173,970
0.0% of portfolio›$2.2M
Caitong International Asset Management Co., Ltd166,244
0.2% of portfolio›$2.1M
VestGen Advisors, LLC165,091
0.1% of portfolio›$2.1M
Creative Planning164,170
0.0% of portfolio›$2.1M
Virginia Retirement Systems ET Al162,300
0.0% of portfolio›$2.1M
New York State Teachers Retirement System152,764
0.0% of portfolio›$2.0K
Mutual of America Capital Management LLC150,187
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D133,209
0.0% of portfolio›$1.7M
J. Safra Sarasin Holding AG132,078
0.0% of portfolio›$1.7M
Lecap Asset Management LTD126,105
0.8% of portfolio›$1.6M
Louisiana State Employees Retirement System122,600
0.0% of portfolio›$1.6M
Arizona State Retirement System111,815
0.0% of portfolio›$1.4M
Simplex Trading, LLC111,288
0.0% of portfolio›$1.4M
Jackson Creek Investment Advisors LLC110,694
0.0% of portfolio›$1.4K
Yousif Capital Management, LLC106,339
0.0% of portfolio›$1.4M
Hussman Strategic Advisors, Inc.105,000
0.3% of portfolio›$1.3M
Convergence Investment Partners, LLC104,217
0.1% of portfolio›$1.3M
Wakefield Asset Management Lllp101,657
0.3% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS98,490
0.0% of portfolio›$1.3M
State of Michigan Retirement System96,800
0.0% of portfolio›$1.2M
James Investment Research, Inc.91,348
0.1% of portfolio›$1.2M
Thrivent Financial for Lutherans90,422
0.0% of portfolio›$1.2K
Patriot Financial Group Insurance Agency, LLC90,022
0.1% of portfolio›$1.2M
New Mexico Educational Retirement Board87,100
0.0% of portfolio›$1.1K
Oregon Public Employees Retirement Fund85,450
0.0% of portfolio›$1.1M
Fort Washington Investment Advisors Inc85,290
0.0% of portfolio›$1.1M
Bokf, NA81,344
0.0% of portfolio›$1.0M
Fifth Third Bancorp80,178
0.0% of portfolio›$1.0M
Inspire Investing, LLC78,610
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC75,524
0.0% of portfolio›$969.7K
Parallel Advisors, LLC71,666
0.0% of portfolio›$920.2K
OP Asset Management Ltd69,502
0.0% of portfolio›$892.4K
Sigma Planning Corp68,030
0.0% of portfolio›$873.5K
Waterfront Wealth Inc.67,397
0.1% of portfolio›$901.1K
Oppenheimer & Co Inc66,471
0.0% of portfolio›$853.5K
Silverberg Bernstein Capital Management LLC65,340
0.4% of portfolio›$839.0K
Hennion & Walsh Asset Management, Inc.65,046
0.0% of portfolio›$835.2K
Pictet Asset Management Holding SA61,847
0.0% of portfolio›$794.1K
Assenagon Asset Management S.A.60,306
0.0% of portfolio›$774.3K
M.E. Allison & Co., Inc.58,080
0.4% of portfolio›$745.7K
Leonteq Securities AG57,306
0.0% of portfolio›$735.8K
Cowa, LLC52,695
0.2% of portfolio›$676.6K
Titleist Asset Management, LLC51,994
0.0% of portfolio›$667.6K
Cambridge Investment Research Advisors, Inc.51,762
0.0% of portfolio›$665
Griffin Asset Management, Inc.49,928
0.1% of portfolio›$641.1K
Xponance LLC47,425
0.0% of portfolio›$608.9K
Truist Financial Corp47,418
0.0% of portfolio›$608.8K
Swiss Life Asset Management Ltd42,983
0.0% of portfolio›$551.9K
Wealth Enhancement Advisory Services, LLC41,578
0.0% of portfolio›$550.9K
Crossmark Global Holdings, Inc.40,687
0.0% of portfolio›$522.4K
State of Alaska, Department of Revenue39,087
0.0% of portfolio›$501
First Citizens Bank & Trust Co38,744
0.0% of portfolio›$497.5K
Archford Capital Strategies, LLC34,662
0.0% of portfolio›$445.1K
Vise Technologies, Inc.33,751
0.0% of portfolio›$433.4K
Highland Capital Management, LLC31,528
0.0% of portfolio›$404.8K
Archer Investment Corp29,711
0.1% of portfolio›$381.5K
Fulcrum Asset Management LLP29,362
0.0% of portfolio›$361.7K
Green Alpha Advisors, LLC27,705
0.2% of portfolio›$355.7K
Kestra Private Wealth Services, LLC26,464
0.0% of portfolio›$339.8K
Evolution Wealth Advisors, LLC26,075
0.0% of portfolio›$334.8K
Verus Capital Partners, LLC25,645
0.0% of portfolio›$329.3K
Banque Pictet & CIE SA24,064
0.0% of portfolio›$309.0K
SBI Securities Co., Ltd.23,300
0.0% of portfolio›$299.2K
Exchange Traded Concepts, LLC22,950
0.0% of portfolio›$294.7K
AlphaCore Capital LLC22,396
0.0% of portfolio›$287.6K
DekaBank Deutsche Girozentrale20,194
0.0% of portfolio›$261
Maryland State Retirement & Pension System19,938
0.0% of portfolio›$256.0K
Fermata Advisors, LLC19,550
0.0% of portfolio›$251.0K
Sky Investment Group LLC18,571
0.0% of portfolio›$238.5K
ProShare Advisors LLC15,680
0.0% of portfolio›$201.3K
Almanack Investment Partners, Llc.15,654
0.0% of portfolio›$201.0K
Strs Ohio15,638
0.0% of portfolio›$200.8K
Compound Planning, Inc.15,143
0.0% of portfolio›$194.4K
GC Wealth Management RIA, LLC15,087
0.0% of portfolio›$193.7K
CIBC Asset Management Inc14,201
0.0% of portfolio›$182.3K
Fifth Third Wealth Advisors LLC14,174
0.0% of portfolio›$182.0K
Cypress Point Wealth Management, LLC14,063
0.0% of portfolio›$180.6K
Gamma Investing LLC14,048
0.0% of portfolio›$180.4K
Vontobel Holding Ltd.13,115
0.0% of portfolio›$168.4K
Rakuten Securities, Inc.13,071
0.0% of portfolio›$167.8K
Twelve Points Wealth Management LLC12,693
0.0% of portfolio›$174.3K
North Dakota State Investment Board12,165
0.0% of portfolio›$156.2K
Ahara Advisors LLC11,873
0.1% of portfolio›$152.5K
US Bancorp \de\11,534
0.0% of portfolio›$148.1K
Sterling Capital Management LLC11,363
0.0% of portfolio›$145.9K
Praxis Investment Management Inc11,229
0.0% of portfolio›$144
Machina Capital S.A.S.11,136
0.0% of portfolio›$143.0K
Concurrent Investment Advisors, LLC11,096
0.0% of portfolio›$142.5K
Choreo, LLC11,080
0.0% of portfolio›$142.3K
Atria Investments, Inc10,613
0.0% of portfolio›$136.3K
Teamwork Financial Advisors, LLC10,575
0.0% of portfolio›$135.8K
WT Wealth Management10,415
0.0% of portfolio›$133.7K
Teza Capital Management LLC10,294
0.1% of portfolio›$132.2K
Childress Capital Advisors, LLC10,024
0.0% of portfolio›$128.7K
Alhambra Investment Management LLC10,000
0.1% of portfolio›$128.4K
Farther Finance Advisors, LLC9,892
0.0% of portfolio›$127.0K
Acropolis Investment Management, LLC7,803
0.0% of portfolio›$100.2K
Signaturefd, LLC7,565
0.0% of portfolio›$97.1K
Quintet Private Bank (Europe) S.A.6,670
0.0% of portfolio›$85.6K
Bayforest Capital Ltd6,416
0.1% of portfolio›$82.4K
Elyxium Wealth, LLC4,888
0.0% of portfolio›$62.8K
Versant Capital Management, Inc4,845
0.0% of portfolio›$62.2K
Blue Trust, Inc.4,336
0.0% of portfolio›$55.7K
Nisa Investment Advisors, LLC2,944
0.0% of portfolio›$37.8K
Mirae Asset Global Investments Co., Ltd.2,743
0.0% of portfolio›$35.2K
CoreCap Advisors, LLC2,679
0.0% of portfolio›$34.4K
MassMutual Private Wealth & Trust, FSB2,649
0.0% of portfolio›$34.0K
IFP Advisors, Inc2,331
0.0% of portfolio›$29.9K
Larson Financial Group LLC2,009
0.0% of portfolio›$25.8K
North Star Investment Management Corp.2,000
0.0% of portfolio›$25.7K
EverSource Wealth Advisors, LLC1,820
0.0% of portfolio›$23.4K
TD Waterhouse Canada Inc.1,791
0.0% of portfolio›$23.8K
GK Wealth Management LLC1,630
0.0% of portfolio›$20.9K
Hara Capital LLC1,300
0.0% of portfolio›$16.7K
Fortitude Family Office, LLC1,217
0.0% of portfolio›$15.6K
FNY Investment Advisers, LLC1,000
0.0% of portfolio›$12
Proathlete Wealth Management LLC982
0.0% of portfolio›$12.6K
Burkett Financial Services, LLC879
0.0% of portfolio›$11.3K
Highline Wealth Partners LLC869
0.0% of portfolio›$11.2K
Root Financial Partners, LLC818
0.0% of portfolio›$10.5K
Strategic Advocates LLC791
0.0% of portfolio›$10.2K
Elevation Wealth Partners, LLC665
0.0% of portfolio›$8.5K
Hurley Capital, LLC650
0.0% of portfolio›$8.3K
Private Trust Co NA650
0.0% of portfolio›$8.3K
Covestor Ltd640
0.0% of portfolio›$8
Parkside Financial Bank & Trust626
0.0% of portfolio›$8.0K
Signature Equity Partners, LLC513
0.0% of portfolio›$6.6K
NBH Bank452
0.0% of portfolio›$5.8K
Performa Ltd (US), LLC450
0.0% of portfolio›$5.8K
Beacon Investment Advisory Services, Inc.383
0.0% of portfolio›$4.9K
Nemes Rush Group LLC350
0.0% of portfolio›$4.5K
Farmers & Merchants Investments Inc340
0.0% of portfolio›$4.4K
Bear Mountain Capital, Inc.255
0.0% of portfolio›$3.3K
CX Institutional253
0.0% of portfolio›$3
Smallwood Wealth Investment Management, LLC242
0.0% of portfolio›$3.1K
Reap Financial Group, LLC200
0.0% of portfolio›$2.6K
Physician Wealth Advisors, Inc.193
0.0% of portfolio›$2.5K
Burk Holdings LLC178
0.0% of portfolio›$2.3K
Mather Group, Llc.159
0.0% of portfolio›$2.0K
Noble Wealth Management PBC156
0.0% of portfolio›$2.0K
Brown, Lisle Ings, Inc.150
0.0% of portfolio›$1.9K
JFS Wealth Advisors, LLC106
0.0% of portfolio›$1.4K
TD Private Client Wealth LLC102
0.0% of portfolio›$1.3K
Davidson Capital Management Inc.101
0.0% of portfolio›$1.3K
Financial Management Professionals, Inc.100
0.0% of portfolio›$1.3K
Vision Financial Markets LLC100
0.0% of portfolio›$1.3K
Toth Financial Advisory Corp100
0.0% of portfolio›$1.3K
Silver Grove Financial Group, Inc.94
0.0% of portfolio›$1.2K
Pinnacle Wealth Planning Services, Inc.89
0.0% of portfolio›$1.1K
Jacobi Capital Management LLC85
0.0% of portfolio›$1.1K
Lloyd Advisory Services, Llc.83
0.0% of portfolio›$1.1K
Mosley Wealth Management75
0.0% of portfolio›$1.0K
Tompkins Financial Corp75
0.0% of portfolio›$963
Cromwell Holdings LLC68
0.0% of portfolio›$873
Meriwether Wealth & Planning, LLC65
0.0% of portfolio›$835
Hughes Financial Services, LLC61
0.0% of portfolio›$841
MV Capital Management, Inc.58
0.0% of portfolio›$745
Bangor Savings Bank55
0.0% of portfolio›$706
Creative Capital Management Investments LLC51
0.0% of portfolio›$655
Marquette Asset Management, LLC49
0.0% of portfolio›$630
Bell Investment Advisors, Inc48
0.0% of portfolio›$617
Financial Perspectives, Inc48
0.0% of portfolio›$616
Bay Harbor Wealth Management, LLC45
0.0% of portfolio›$578
William Mack & Associates, Inc.44
0.0% of portfolio›$565
Valley National Advisers Inc32
0.0% of portfolio›$411
Planning Strategies Inc.30
0.0% of portfolio›$385
SJS Investment Consulting Inc.27
0.0% of portfolio›$347
DiNuzzo Private Wealth, Inc.27
0.0% of portfolio›$347
Trust Co26
0.0% of portfolio›$334
Main Street Group, LTD25
0.0% of portfolio›$321
Activest Wealth Management21
0.0% of portfolio›$270
Capital Advisors, Ltd. LLC20
0.0% of portfolio›$0
DecisionPoint Financial, LLC7
0.0% of portfolio›$94
Assetmark, Inc5
0.0% of portfolio›$64
American Capital Advisory, LLC2
0.0% of portfolio›$26
Nfsg Corp2
0.0% of portfolio›$26
TFC Financial Management, Inc.2
0.0% of portfolio›$26
RHL Group, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,643,563$98.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
2,606,824$33.5M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
947,771$12.2M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
893,669$11.5M0.0%CoreMediumNew York, NY2026-11-04
Imc-Chicago, LLC
734,341$9.4M0.0%GARPVery HighChicago, IL2026-11-05
D.A. Davidson & Co.
619,765$8.0M0.0%CoreLowGreat Falls, MT2026-10-28
180 Wealth Advisors, LLC
517,073$6.6M0.6%CoreLowFederal Way, WA2026-11-03
MacKenzie Financial Corp
502,758$6.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Chicago Partners Investment Group LLC
469,188$6.6M0.1%GARPLowChicago, IL2026-10-27
Retirement Systems of Alabama
425,597$5.5M0.0%IndexLowMontgomery, AL2026-11-04
Y-Intercept (Hong Kong) Ltd
406,809$5.2M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Keybank National Association
351,341$4.5M0.0%CoreLowBrooklyn, OH2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
278,845$3.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Leuthold Group, LLC
278,223$3.6M0.3%ValueMediumMinneapolis, MN2026-11-04
KBC Group NV
249,192$3.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Graphene Investments SAS
246,500$3.2M1.7%GARPMediumParis, India2026-10-22
Matauro, LLC
194,159$2.5M0.3%ETFLowNew York, NY2026-11-03
Amalgamated Bank
183,546$2.4K0.0%CoreVery LowNew York, NY2026-10-23
AGF Management LTD
173,970$2.2M0.0%GrowthHighToronto, Australia2026-11-03
Caitong International Asset Management Co., Ltd
166,244$2.1M0.2%GrowthVery HighHong Kong, South Korea2026-10-29
VestGen Advisors, LLC
165,091$2.1M0.1%GrowthMediumChicago, IL2026-10-27
Creative Planning
164,170$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Virginia Retirement Systems ET Al
162,300$2.1M0.0%CoreMediumRichmond, VA2026-10-28
New York State Teachers Retirement System
152,764$2.0K0.0%CoreVery LowAlbany, NY2026-10-22
Mutual of America Capital Management LLC
150,187$1.9M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
133,209$1.7M0.0%CoreLowTrenton, NJ2026-11-05
J. Safra Sarasin Holding AG
132,078$1.7M0.0%CoreMediumBasel, Switzerland2026-10-26
Lecap Asset Management LTD
126,105$1.6M0.8%ValueVery HighLondon, United Kingdom2026-10-27
Louisiana State Employees Retirement System
122,600$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
111,815$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Simplex Trading, LLC
111,288$1.4M0.0%CoreVery HighChicago, IL2026-11-04
Jackson Creek Investment Advisors LLC
110,694$1.4K0.0%ValueVery HighCastle Rock, CO2026-11-04
Yousif Capital Management, LLC
106,339$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hussman Strategic Advisors, Inc.
105,000$1.3M0.3%YieldVery HighEllicott City, MD2026-11-02
Convergence Investment Partners, LLC
104,217$1.3M0.1%GARPHighPalm Beach Gardens, FL2026-10-28
Wakefield Asset Management Lllp
101,657$1.3M0.3%ValueMediumEnglewood, CO2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
98,490$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
96,800$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
James Investment Research, Inc.
91,348$1.2M0.1%CoreLowAlpha, OH2026-10-22
Thrivent Financial for Lutherans
90,422$1.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Patriot Financial Group Insurance Agency, LLC
90,022$1.2M0.1%GrowthLowWalpole, MA2026-10-14
New Mexico Educational Retirement Board
87,100$1.1K0.0%IndexVery LowSanta Fe, NM2026-11-05
Oregon Public Employees Retirement Fund
85,450$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Fort Washington Investment Advisors Inc
85,290$1.1M0.0%CoreLowCincinnati, OH2026-10-15
Bokf, NA
81,344$1.0M0.0%CoreLowTulsa, OK2026-10-27
Fifth Third Bancorp
80,178$1.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Inspire Investing, LLC
78,610$1.0M0.0%GARPHighMeridian, ID2026-10-22
Commonwealth Equity Services, LLC
75,524$969.7K0.0%ETFLowWaltham, MA2026-11-02
Parallel Advisors, LLC
71,666$920.2K0.0%IndexLowSan Francisco, CA2026-11-03
OP Asset Management Ltd
69,502$892.4K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Sigma Planning Corp
68,030$873.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Waterfront Wealth Inc.
67,397$901.1K0.1%ValueLowOverland Park, KS2026-11-03
Oppenheimer & Co Inc
66,471$853.5K0.0%CoreLowNew York, NY2026-10-26
Silverberg Bernstein Capital Management LLC
65,340$839.0K0.4%GrowthVery LowArmonk, NY2026-10-13
Hennion & Walsh Asset Management, Inc.
65,046$835.2K0.0%ValueMediumParsippany, NJ2026-10-13
Pictet Asset Management Holding SA
61,847$794.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Assenagon Asset Management S.A.
60,306$774.3K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
M.E. Allison & Co., Inc.
58,080$745.7K0.4%CoreLowSan Antonio, TX2026-10-09
Leonteq Securities AG
57,306$735.8K0.0%CoreHighZurich, Switzerland2026-10-29
Cowa, LLC
52,695$676.6K0.2%ETFMediumTulsa, OK2026-10-30
Titleist Asset Management, LLC
51,994$667.6K0.0%ETFLowSan Antonio, TX2026-10-08
Cambridge Investment Research Advisors, Inc.
51,762$6650.0%ETFLowFairfield, IA2026-11-02
Griffin Asset Management, Inc.
49,928$641.1K0.1%CoreLowNew York, NY2026-10-22
Xponance LLC
47,425$608.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
47,418$608.8K0.0%CoreLowCharlotte, NC2026-10-30
Swiss Life Asset Management Ltd
42,983$551.9K0.0%CoreLowZurich, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
41,578$550.9K0.0%CoreLowPlymouth, MN2026-10-13
Crossmark Global Holdings, Inc.
40,687$522.4K0.0%GARPMediumHouston, TX2026-10-21
State of Alaska, Department of Revenue
39,087$5010.0%CoreVery LowJuneau, AK2026-10-15
First Citizens Bank & Trust Co
38,744$497.5K0.0%CoreMediumRaleigh, NC2026-10-14
Archford Capital Strategies, LLC
34,662$445.1K0.0%GrowthMediumSwansea, IL2026-10-19
Vise Technologies, Inc.
33,751$433.4K0.0%IndexLowNew York, NY2026-10-29
Highland Capital Management, LLC
31,528$404.8K0.0%GrowthMediumMemphis, TN2026-10-26
Archer Investment Corp
29,711$381.5K0.1%CoreMediumCarmel, IN2026-11-05
Fulcrum Asset Management LLP
29,362$361.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Green Alpha Advisors, LLC
27,705$355.7K0.2%GrowthLowNiwot, CO2026-10-08
Kestra Private Wealth Services, LLC
26,464$339.8K0.0%GrowthLowAustin, TX2026-10-30
Evolution Wealth Advisors, LLC
26,075$334.8K0.0%ETFLowAventura, FL2026-11-03
Verus Capital Partners, LLC
25,645$329.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Banque Pictet & CIE SA
24,064$309.0K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
SBI Securities Co., Ltd.
23,300$299.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Exchange Traded Concepts, LLC
22,950$294.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
AlphaCore Capital LLC
22,396$287.6K0.0%ETFLowLa Jolla, CA2026-11-04
DekaBank Deutsche Girozentrale
20,194$2610.0%CoreLowFrankfurt, Hong Kong2026-10-27
Maryland State Retirement & Pension System
19,938$256.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Fermata Advisors, LLC
19,550$251.0K0.0%ETFLowSonoma, CA2026-10-13
Sky Investment Group LLC
18,571$238.5K0.0%CoreVery LowHartford, CT2026-10-30
ProShare Advisors LLC
15,680$201.3K0.0%GrowthLowBethesda, MD2026-10-29
Almanack Investment Partners, Llc.
15,654$201.0K0.0%ETFMediumNewtown Square, PA2026-11-03
Strs Ohio
15,638$200.8K0.0%CoreMediumColumbus, OH2026-10-30
Compound Planning, Inc.
15,143$194.4K0.0%CoreLowNew York, NY2026-11-05
GC Wealth Management RIA, LLC
15,087$193.7K0.0%GrowthMediumCambridge, MA2026-11-02
CIBC Asset Management Inc
14,201$182.3K0.0%GARPLowToronto, South Africa2026-11-05
Fifth Third Wealth Advisors LLC
14,174$182.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Cypress Point Wealth Management, LLC
14,063$180.6K0.0%ETFLowDallas, TX2026-11-03
Gamma Investing LLC
14,048$180.4K0.0%IndexVery LowFoster City, CA2026-10-08
Vontobel Holding Ltd.
13,115$168.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Rakuten Securities, Inc.
13,071$167.8K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Twelve Points Wealth Management LLC
12,693$174.3K0.0%ETFMediumConcord, MA2026-11-03
North Dakota State Investment Board
12,165$156.2K0.0%GrowthMediumBismarck, ND2026-10-27
Ahara Advisors LLC
11,873$152.5K0.1%GrowthLowJersey City, NJ2026-10-29
US Bancorp \de\
11,534$148.1K0.0%IndexLowMinneapolis, MN2026-11-05
Sterling Capital Management LLC
11,363$145.9K0.0%GARPMediumCharlotte, NC2026-10-22
Praxis Investment Management Inc
11,229$1440.0%CoreLowGoshen, IN2026-11-03
Machina Capital S.A.S.
11,136$143.0K0.0%ValueVery HighParis, India2026-11-05
Concurrent Investment Advisors, LLC
11,096$142.5K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
11,080$142.3K0.0%IndexLowRockford, IL2026-10-28
Atria Investments, Inc
10,613$136.3K0.0%CoreMediumCharlotte, NC2026-10-15
Teamwork Financial Advisors, LLC
10,575$135.8K0.0%GrowthHighSan Antonio, TX2026-10-19
WT Wealth Management
10,415$133.7K0.0%ETFMediumScottsdale, AZ2026-10-13
Teza Capital Management LLC
10,294$132.2K0.1%ValueHighAustin, TX2026-10-23
Childress Capital Advisors, LLC
10,024$128.7K0.0%GARPMediumHouston, TX2026-10-28
Alhambra Investment Management LLC
10,000$128.4K0.1%CoreLowPalmetto Bay, FL2026-10-15
Farther Finance Advisors, LLC
9,892$127.0K0.0%IndexLowSan Francisco, CA2026-10-08
Acropolis Investment Management, LLC
7,803$100.2K0.0%ETFLowSt. Louis, MO2026-10-08
Signaturefd, LLC
7,565$97.1K0.0%IndexLowAtlanta, GA2026-10-23
Quintet Private Bank (Europe) S.A.
6,670$85.6K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Bayforest Capital Ltd
6,416$82.4K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Elyxium Wealth, LLC
4,888$62.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Versant Capital Management, Inc
4,845$62.2K0.0%GARPLowPhoenix, AZ2026-10-02
Blue Trust, Inc.
4,336$55.7K0.0%ETFLowBrentwood, TN2026-10-15
Nisa Investment Advisors, LLC
2,944$37.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mirae Asset Global Investments Co., Ltd.
2,743$35.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
CoreCap Advisors, LLC
2,679$34.4K0.0%ETFMediumSouthfield, MI2026-10-08
MassMutual Private Wealth & Trust, FSB
2,649$34.0K0.0%CoreLowSpringfield, MA2026-10-05
IFP Advisors, Inc
2,331$29.9K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
2,009$25.8K0.0%GrowthLowSt Louis, MO2026-11-05
North Star Investment Management Corp.
2,000$25.7K0.0%CoreLowChicago, IL2026-10-27
EverSource Wealth Advisors, LLC
1,820$23.4K0.0%CoreMediumBirmingham, AL2026-11-04
TD Waterhouse Canada Inc.
1,791$23.8K0.0%CoreLowToronto, Australia2026-10-16
GK Wealth Management LLC
1,630$20.9K0.0%GARPVery HighReno, NV2026-10-09
Hara Capital LLC
1,300$16.7K0.0%Deep ValueMediumBellevue, WA2026-10-30
Fortitude Family Office, LLC
1,217$15.6K0.0%ETFMediumScottsdale, AZ2026-10-14
FNY Investment Advisers, LLC
1,000$120.0%GrowthVery HighNew York, NY2026-10-16
Proathlete Wealth Management LLC
982$12.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Burkett Financial Services, LLC
879$11.3K0.0%ETFLowRock Hill, SC2026-10-01
Highline Wealth Partners LLC
869$11.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
818$10.5K0.0%ETFMediumEncinitas, CA2026-10-21
Strategic Advocates LLC
791$10.2K0.0%GrowthLowSacramento, CA2026-11-03
Elevation Wealth Partners, LLC
665$8.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Hurley Capital, LLC
650$8.3K0.0%GARPMediumNew York, NY2026-11-05
Private Trust Co NA
650$8.3K0.0%CoreLowCleveland, OH2026-10-20
Covestor Ltd
640$80.0%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
626$8.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signature Equity Partners, LLC
513$6.6K0.0%GrowthMediumColumbus, OH2026-10-29
NBH Bank
452$5.8K0.0%CoreN/AGreenwood Village, CO2026-11-05
Performa Ltd (US), LLC
450$5.8K0.0%ETFVery LowCharleston, SC2026-11-05
Beacon Investment Advisory Services, Inc.
383$4.9K0.0%GrowthLowMorristown, NJ2026-10-13
Nemes Rush Group LLC
350$4.5K0.0%CoreVery LowNovi, MI2026-11-04
Farmers & Merchants Investments Inc
340$4.4K0.0%CoreVery LowLincoln, NE2026-10-22
Bear Mountain Capital, Inc.
255$3.3K0.0%ETFLowSeattle, WA2026-11-04
CX Institutional
253$30.0%CoreMediumAuburn, IN2026-10-02
Smallwood Wealth Investment Management, LLC
242$3.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Reap Financial Group, LLC
200$2.6K0.0%ETFLowAustin, TX2026-11-02
Physician Wealth Advisors, Inc.
193$2.5K0.0%ETFMediumMidvale, UT2026-10-20
Burk Holdings LLC
178$2.3K0.0%ETFVery LowTulsa, OK2026-11-05
Mather Group, Llc.
159$2.0K0.0%ETFMediumChicago, IL2026-10-14
Noble Wealth Management PBC
156$2.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Brown, Lisle Ings, Inc.
150$1.9K0.0%CoreVery LowProvidence, RI2026-10-16
JFS Wealth Advisors, LLC
106$1.4K0.0%ETFVery LowHermitage, PA2026-11-03
TD Private Client Wealth LLC
102$1.3K0.0%ETFLowNew York, NY2026-10-28
Davidson Capital Management Inc.
101$1.3K0.0%GrowthMediumCorpus Christi, TX2026-10-15
Financial Management Professionals, Inc.
100$1.3K0.0%ETFMediumAustin, TX2026-10-23
Vision Financial Markets LLC
100$1.3K0.0%CoreLowStamford, CT2026-10-22
Toth Financial Advisory Corp
100$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Silver Grove Financial Group, Inc.
94$1.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Wealth Planning Services, Inc.
89$1.1K0.0%GARPLowMansfield, OH2026-10-27
Jacobi Capital Management LLC
85$1.1K0.0%CoreLowPittston, PA2026-11-05
Lloyd Advisory Services, Llc.
83$1.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Mosley Wealth Management
75$1.0K0.0%ETFHighAnaheim, CA2026-10-16
Tompkins Financial Corp
75$9630.0%CoreLowIthaca, NY2026-10-05
Cromwell Holdings LLC
68$8730.0%IndexLowJackson, WY2026-10-28
Meriwether Wealth & Planning, LLC
65$8350.0%ETFMediumMinden, LA2026-10-13
Hughes Financial Services, LLC
61$8410.0%ETFLowHerndon, VA2026-10-30
MV Capital Management, Inc.
58$7450.0%ETFLowBethesda, MD2026-10-29
Bangor Savings Bank
55$7060.0%ETFLowBangor, ME2026-10-06
Creative Capital Management Investments LLC
51$6550.0%ETFLowSan Diego, CA2026-10-28
Marquette Asset Management, LLC
49$6300.0%ETFVery LowMinneapolis, MN2026-10-09
Bell Investment Advisors, Inc
48$6170.0%ETFVery LowOrinda, CA2026-10-29
Financial Perspectives, Inc
48$6160.0%GrowthVery LowMinneapolis, MN2026-11-03
Bay Harbor Wealth Management, LLC
45$5780.0%ETFMediumHunt Valley, MD2026-11-03
William Mack & Associates, Inc.
44$5650.0%ETFLowTroy, MI2026-10-27
Valley National Advisers Inc
32$4110.0%ETFLowBethlehem, PA2026-10-23
Planning Strategies Inc.
30$3850.0%ETFN/ALancaster, PA2026-10-02
SJS Investment Consulting Inc.
27$3470.0%ETFVery LowSylvania, OH2026-10-26
DiNuzzo Private Wealth, Inc.
27$3470.0%ETFLowBeaver, PA2026-10-16
Trust Co
26$3340.0%ETFVery LowManhattan, KS2026-10-09
Main Street Group, LTD
25$3210.0%ETFMediumGlen Allen, VA2026-10-28
Activest Wealth Management
21$2700.0%ETFLowAventura, FL2026-10-15
Capital Advisors, Ltd. LLC
20$00.0%ETFLowShaker Heights, OH2026-10-27
DecisionPoint Financial, LLC
7$940.0%ETFVery LowMesa, AZ2026-10-27
Assetmark, Inc
5$640.0%ETFLowConcord, CA2026-10-21
American Capital Advisory, LLC
2$260.0%ETFLowKetchum, ID2026-10-28
Nfsg Corp
2$260.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TFC Financial Management, Inc.
2$260.0%ETFVery LowBoston, MA2026-10-26
RHL Group, LLC
1$130.0%ETFVery HighHolly, MI2026-11-04