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UL Solutions Inc (ULS)

CUSIP: 903731107 | NYSE | Industrials · Specialty Business Services | Large Cap | 619 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/AT. Rowe Price Investment Management, Inc.8,391,13810.7%New 5%+ stakeSep 30, 202692d ahead of 13F (6,921,422 sh) · +1,469,716
13G/AT. Rowe Price Investment Management, Inc.

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC1,438,974
0.1% of portfolio›$95.7M
Pictet Asset Management Holding SA1,136,171
0.1% of portfolio›$74.5M
DekaBank Deutsche Girozentrale700,805
0.0% of portfolio›$45.5K
Reynders McVeigh Capital Management, LLC682,760
1.9% of portfolio›$44.8M
Conestoga Capital Advisors, LLC679,048
1.3% of portfolio›$44.6M
Dimensional Fund Advisors LP470,155
0.0% of portfolio›$30.8M
Channing Capital Management, LLC188,987
0.3% of portfolio›$12.4M
Principal Financial Group Inc179,085
0.0% of portfolio›$11.8M
Fenimore Asset Management Inc177,751
0.3% of portfolio›$11.7M
Baker Chad R165,710
1.8% of portfolio›$10.9M
Wasatch Advisors LP142,197
0.1% of portfolio›$9.3M
Retirement Systems of Alabama125,100
0.0% of portfolio›$8.2M
Candriam S.C.A.117,388
0.0% of portfolio›$7.7M
Vest Financial, LLC65,717
0.0% of portfolio›$4.3M
Hall Laurie J Trustee63,880
1.3% of portfolio›$4.2M
Strs Ohio54,254
0.0% of portfolio›$3.6M
Mendel Money Management47,753
1.1% of portfolio›$3.1M
Truist Financial Corp42,384
0.0% of portfolio›$2.8M
Hussman Strategic Advisors, Inc.42,000
0.6% of portfolio›$2.8M
Argent Capital Management LLC39,266
0.1% of portfolio›$2.6M
AGF Management LTD38,182
0.0% of portfolio›$2.5M
Amalgamated Bank36,555
0.0% of portfolio›$2.4K
Creative Planning34,207
0.0% of portfolio›$2.2M
Renaissance Capital LLC28,975
1.3% of portfolio›$1.9M
Mutual of America Capital Management LLC28,473
0.0% of portfolio›$1.9M
Atria Investments, Inc27,770
0.0% of portfolio›$1.8M
New York State Teachers Retirement System25,355
0.0% of portfolio›$1.7K
AIA Group Ltd25,316
0.0% of portfolio›$1.7M
State of New Jersey Common Pension Fund D24,196
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System23,200
0.0% of portfolio›$1.5M
Asset Management One Co., Ltd.22,286
0.0% of portfolio›$1.5M
Arizona State Retirement System20,815
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC20,384
0.0% of portfolio›$1.3M
Bank Julius Baer & Co. Ltd, Zurich18,971
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS18,652
0.0% of portfolio›$1.2M
State of Michigan Retirement System18,300
0.0% of portfolio›$1.2M
TD Private Client Wealth LLC18,090
0.0% of portfolio›$1.2M
Daiwa Securities Group Inc.17,737
0.0% of portfolio›$1.2M
Oregon Public Employees Retirement Fund16,232
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.15,532
0.0% of portfolio›$1.0K
Central Pacific Bank - Trust Division13,600
0.1% of portfolio›$892.4K
Birch Hill Investment Advisors LLC13,530
0.0% of portfolio›$887.8K
Chicago Trust Co NA13,285
0.1% of portfolio›$871.8K
Connecticut Wealth Management, LLC12,604
0.0% of portfolio›$827.1K
CenterBook Partners LP11,913
0.0% of portfolio›$781.7K
New York Life Investment Management LLC11,377
0.0% of portfolio›$746.6K
Xponance LLC11,303
0.0% of portfolio›$741.7K
WoodTrust Financial Corp10,850
0.0% of portfolio›$712
Ascent Group, LLC10,638
0.0% of portfolio›$698.1K
Citigroup Inc9,582
0.0% of portfolio›$628.8K
Quadcap Wealth Management, LLC9,560
0.1% of portfolio›$627.3K
Sheets Smith Wealth Management9,030
0.1% of portfolio›$592.6K
Alps Advisors Inc8,350
0.0% of portfolio›$547.9K
Elevation Point Wealth Partners, LLC8,321
0.0% of portfolio›$546.0K
Wealth Enhancement Advisory Services, LLC8,229
0.0% of portfolio›$581.4K
Oppenheimer & Co Inc7,620
0.0% of portfolio›$500.0K
State of Alaska, Department of Revenue7,407
0.0% of portfolio›$486
Cynosure Group, LLC6,787
0.1% of portfolio›$445.4K
Motley Fool Asset Management LLC6,357
0.0% of portfolio›$417.1K
Davenport & Co LLC6,277
0.0% of portfolio›$411.9K
Exchange Traded Concepts, LLC6,066
0.0% of portfolio›$398.1K
StoneX Group Inc.5,785
0.0% of portfolio›$452.8K
Concurrent Investment Advisors, LLC5,520
0.0% of portfolio›$362.2K
Vise Technologies, Inc.5,257
0.0% of portfolio›$345.0K
Swiss Life Asset Management Ltd5,087
0.0% of portfolio›$333.8K
State of Wyoming5,043
0.0% of portfolio›$330.9K
Virginia Retirement Systems ET Al5,000
0.0% of portfolio›$328.1K
Axxcess Wealth Management, LLC4,505
0.0% of portfolio›$295.6K
Sowell Financial Services LLC4,074
0.0% of portfolio›$267.3K
International Assets Investment Management, LLC3,633
0.0% of portfolio›$241.6K
Y-Intercept (Hong Kong) Ltd3,633
0.0% of portfolio›$238.4K
Values First Advisors, Inc.3,614
0.1% of portfolio›$237.1K
EverSource Wealth Advisors, LLC3,507
0.0% of portfolio›$230.1K
Thrive Wealth Management, LLC3,392
0.0% of portfolio›$222.6K
HUB Investment Partners, LLC3,331
0.0% of portfolio›$218.6K
Financiere des Professionnels - Fonds d'investissement inc.3,293
0.0% of portfolio›$216.1K
Premier Fund Managers Ltd3,113
0.0% of portfolio›$202
KBC Group NV2,444
0.0% of portfolio›$160
Farther Finance Advisors, LLC2,331
0.0% of portfolio›$153.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,000
0.0% of portfolio›$131.2K
TFC Financial Management, Inc.1,968
0.0% of portfolio›$129.1K
Sterling Capital Management LLC1,521
0.0% of portfolio›$99.8K
Assetmark, Inc1,173
0.0% of portfolio›$77.0K
Nisa Investment Advisors, LLC1,089
0.0% of portfolio›$71.5K
Hilltop National Bank1,089
0.0% of portfolio›$71.5K
Fortitude Family Office, LLC1,008
0.0% of portfolio›$66.1K
Stone House Investment Management, LLC1,000
0.0% of portfolio›$65.6K
Heritage Family Offices, LLP890
0.0% of portfolio›$58.4K
Strengthening Families & Communities, LLC873
0.0% of portfolio›$57.3K
Bayforest Capital Ltd810
0.1% of portfolio›$53.2K
Fulcrum Asset Management LLP762
0.0% of portfolio›$49.5K
Signaturefd, LLC682
0.0% of portfolio›$44.8K
Gamma Investing LLC608
0.0% of portfolio›$39.9K
Parallel Advisors, LLC519
0.0% of portfolio›$34.1K
Covestor Ltd517
0.0% of portfolio›$34
Mather Group, Llc.500
0.0% of portfolio›$32.8K
Toth Financial Advisory Corp325
0.0% of portfolio›$21.3K
Parkside Financial Bank & Trust325
0.0% of portfolio›$21.3K
Entrust Financial LLC245
0.0% of portfolio›$16.1K
Versant Capital Management, Inc180
0.0% of portfolio›$11.8K
Root Financial Partners, LLC159
0.0% of portfolio›$10.4K
WPG Advisers, LLC156
0.0% of portfolio›$10.2K
TD Waterhouse Canada Inc.117
0.0% of portfolio›$7.8K
Alta Capital Management LLC/107
0.0% of portfolio›$7.0K
Provenance Wealth Advisors, LLC100
0.0% of portfolio›$6.6K
Mowery & Schoenfeld Wealth Management, LLC75
0.0% of portfolio›$4.9K
Bokf, NA72
0.0% of portfolio›$4.7K
Wolff Wiese Magana LLC65
0.0% of portfolio›$4.3K
Farmers & Merchants Investments Inc60
0.0% of portfolio›$3.9K
Blue Trust, Inc.54
0.0% of portfolio›$3.5K
Clark Wealth Partners52
0.0% of portfolio›$3.4K
Harbor Investment Advisory, LLC50
0.0% of portfolio›$3.3K
Cullen T Bankers, Inc.49
0.0% of portfolio›$3.2K
Tower View Wealth Management LLC40
0.0% of portfolio›$2.6K
Avion Wealth30
0.0% of portfolio›$1
SBI Securities Co., Ltd.29
0.0% of portfolio›$1.9K
GK Wealth Management LLC26
0.0% of portfolio›$1.7K
CX Institutional25
0.0% of portfolio›$2
Cromwell Holdings LLC22
0.0% of portfolio›$1.4K
Bare Financial Services, Inc19
0.0% of portfolio›$1.2K
Global Trust Asset Management, LLC19
0.0% of portfolio›$1.2K
MassMutual Private Wealth & Trust, FSB18
0.0% of portfolio›$1.2K
JFS Wealth Advisors, LLC17
0.0% of portfolio›$1.1K
Proathlete Wealth Management LLC13
0.0% of portfolio›$853
Creative Capital Management Investments LLC12
0.0% of portfolio›$787
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$394
Pinnacle Wealth Planning Services, Inc.4
0.0% of portfolio›$262
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$263
Hughes Financial Services, LLC2
0.0% of portfolio›$151
Manchester Capital Management LLC2
0.0% of portfolio›$132
Elyxium Wealth, LLC2
0.0% of portfolio›$131
DecisionPoint Financial, LLC2
0.0% of portfolio›$133
Essential Partners LLC1
0.0% of portfolio›$66
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
1,438,974$95.7M0.1%CoreMediumCharlotte, NC2026-11-04
Pictet Asset Management Holding SA
1,136,171$74.5M0.1%GrowthMediumCarouge, Switzerland2026-11-03
DekaBank Deutsche Girozentrale
700,805$45.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Reynders McVeigh Capital Management, LLC
682,760$44.8M1.9%GrowthLowBoston, MA2026-10-30
Conestoga Capital Advisors, LLC
679,048$44.6M1.3%CoreLowWayne, PA2026-11-02
Dimensional Fund Advisors LP
470,155$30.8M0.0%IndexLowAustin, TX2026-11-04
Channing Capital Management, LLC
188,987$12.4M0.3%ValueHighChicago, IL2026-11-02
Principal Financial Group Inc
179,085$11.8M0.0%CoreLowDes Moines, IA2026-11-02
Fenimore Asset Management Inc
177,751$11.7M0.3%CoreLowCobleskill, NY2026-10-08
Baker Chad R
165,710$10.9M1.8%GrowthLowPerrysburg, OH2026-10-22
Wasatch Advisors LP
142,197$9.3M0.1%GARPMediumSalt Lake City, UT2026-10-13
Retirement Systems of Alabama
125,100$8.2M0.0%IndexLowMontgomery, AL2026-11-04
Candriam S.C.A.
117,388$7.7M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Vest Financial, LLC
65,717$4.3M0.0%ValueMediumMclean, VA2026-10-21
Hall Laurie J Trustee
63,880$4.2M1.3%CoreVery LowBoston, MA2026-10-06
Strs Ohio
54,254$3.6M0.0%CoreMediumColumbus, OH2026-10-30
Mendel Money Management
47,753$3.1M1.1%GrowthMediumNorthbrook, IL2026-11-02
Truist Financial Corp
42,384$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Hussman Strategic Advisors, Inc.
42,000$2.8M0.6%YieldVery HighEllicott City, MD2026-11-02
Argent Capital Management LLC
39,266$2.6M0.1%CoreMediumSt Louis, MO2026-10-05
AGF Management LTD
38,182$2.5M0.0%GrowthHighToronto, Australia2026-11-03
Amalgamated Bank
36,555$2.4K0.0%CoreVery LowNew York, NY2026-10-23
Creative Planning
34,207$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Renaissance Capital LLC
28,975$1.9M1.3%Agg GrowthHighStamford, CT2026-10-23
Mutual of America Capital Management LLC
28,473$1.9M0.0%IndexLowNew York, NY2026-10-23
Atria Investments, Inc
27,770$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
New York State Teachers Retirement System
25,355$1.7K0.0%CoreVery LowAlbany, NY2026-10-22
AIA Group Ltd
25,316$1.7M0.0%GrowthMediumHong Kong, South Korea2026-10-30
State of New Jersey Common Pension Fund D
24,196$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
23,200$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Asset Management One Co., Ltd.
22,286$1.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Arizona State Retirement System
20,815$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
20,384$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
18,971$1.2M0.0%GrowthMediumZurich, Switzerland2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
18,652$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
18,300$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
TD Private Client Wealth LLC
18,090$1.2M0.0%ETFLowNew York, NY2026-10-28
Daiwa Securities Group Inc.
17,737$1.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Oregon Public Employees Retirement Fund
16,232$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Cambridge Investment Research Advisors, Inc.
15,532$1.0K0.0%ETFLowFairfield, IA2026-11-02
Central Pacific Bank - Trust Division
13,600$892.4K0.1%CoreMediumHonolulu, HI2026-10-06
Birch Hill Investment Advisors LLC
13,530$887.8K0.0%CoreVery LowBoston, MA2026-10-16
Chicago Trust Co NA
13,285$871.8K0.1%CoreLowGrayslake, IL2026-10-28
Connecticut Wealth Management, LLC
12,604$827.1K0.0%ETFLowFarmington, CT2026-10-13
CenterBook Partners LP
11,913$781.7K0.0%ValueVery HighGreenwich, CT2026-11-02
New York Life Investment Management LLC
11,377$746.6K0.0%GrowthLowNew York, NY2026-11-04
Xponance LLC
11,303$741.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
WoodTrust Financial Corp
10,850$7120.0%CoreLowWisconsin Rapids, WI2026-10-09
Ascent Group, LLC
10,638$698.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Citigroup Inc
9,582$628.8K0.0%CoreMediumNew York, NY2026-11-04
Quadcap Wealth Management, LLC
9,560$627.3K0.1%ETFLowFrisco, TX2026-11-02
Sheets Smith Wealth Management
9,030$592.6K0.1%CoreLowWinston-Salem, NC2026-10-16
Alps Advisors Inc
8,350$547.9K0.0%YieldLowDenver, CO2026-11-03
Elevation Point Wealth Partners, LLC
8,321$546.0K0.0%CoreHighDenver, CO2026-11-05
Wealth Enhancement Advisory Services, LLC
8,229$581.4K0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer & Co Inc
7,620$500.0K0.0%CoreLowNew York, NY2026-10-26
State of Alaska, Department of Revenue
7,407$4860.0%CoreVery LowJuneau, AK2026-10-15
Cynosure Group, LLC
6,787$445.4K0.1%ETFMediumSalt Lake City, UT2026-11-03
Motley Fool Asset Management LLC
6,357$417.1K0.0%GrowthMediumAlexandria, VA2026-10-27
Davenport & Co LLC
6,277$411.9K0.0%CoreMediumRichmond, VA2026-10-14
Exchange Traded Concepts, LLC
6,066$398.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
StoneX Group Inc.
5,785$452.8K0.0%ETFMediumNew York, NY2026-11-03
Concurrent Investment Advisors, LLC
5,520$362.2K0.0%GrowthMediumTampa, FL2026-10-16
Vise Technologies, Inc.
5,257$345.0K0.0%IndexLowNew York, NY2026-10-29
Swiss Life Asset Management Ltd
5,087$333.8K0.0%CoreLowZurich, Switzerland2026-11-03
State of Wyoming
5,043$330.9K0.0%ValueHighCheyenne, WY2026-10-28
Virginia Retirement Systems ET Al
5,000$328.1K0.0%CoreMediumRichmond, VA2026-10-28
Axxcess Wealth Management, LLC
4,505$295.6K0.0%CoreLowCarlsbad, CA2026-10-21
Sowell Financial Services LLC
4,074$267.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
International Assets Investment Management, LLC
3,633$241.6K0.0%CoreVery HighOrlando, FL2026-11-02
Y-Intercept (Hong Kong) Ltd
3,633$238.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Values First Advisors, Inc.
3,614$237.1K0.1%CoreMediumJohnson City, TN2026-10-23
EverSource Wealth Advisors, LLC
3,507$230.1K0.0%CoreMediumBirmingham, AL2026-11-04
Thrive Wealth Management, LLC
3,392$222.6K0.0%ETFVery LowAudubon, PA2026-10-13
HUB Investment Partners, LLC
3,331$218.6K0.0%GrowthLowAustin, TX2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
3,293$216.1K0.0%GrowthHighMontreal, Austria2026-11-03
Premier Fund Managers Ltd
3,113$2020.0%MomentumMediumLondon, United Kingdom2026-11-02
KBC Group NV
2,444$1600.0%CoreMediumBrussels, Czech Republic2026-10-22
Farther Finance Advisors, LLC
2,331$153.0K0.0%IndexLowSan Francisco, CA2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,000$131.2K0.0%GrowthVery LowBoston, MA2026-10-23
TFC Financial Management, Inc.
1,968$129.1K0.0%ETFVery LowBoston, MA2026-10-26
Sterling Capital Management LLC
1,521$99.8K0.0%GARPMediumCharlotte, NC2026-10-22
Assetmark, Inc
1,173$77.0K0.0%ETFLowConcord, CA2026-10-21
Nisa Investment Advisors, LLC
1,089$71.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Hilltop National Bank
1,089$71.5K0.0%CoreLowCasper, WY2026-10-14
Fortitude Family Office, LLC
1,008$66.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Stone House Investment Management, LLC
1,000$65.6K0.0%ETFMediumTunkhannock, PA2026-10-23
Heritage Family Offices, LLP
890$58.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Strengthening Families & Communities, LLC
873$57.3K0.0%CoreMediumBoston, MA2026-10-21
Bayforest Capital Ltd
810$53.2K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Fulcrum Asset Management LLP
762$49.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Signaturefd, LLC
682$44.8K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
608$39.9K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
519$34.1K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
517$340.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
500$32.8K0.0%ETFMediumChicago, IL2026-10-14
Toth Financial Advisory Corp
325$21.3K0.0%CoreLowLeesburg, VA2026-10-08
Parkside Financial Bank & Trust
325$21.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Entrust Financial LLC
245$16.1K0.0%ETFLowWayne, PA2026-11-04
Versant Capital Management, Inc
180$11.8K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
159$10.4K0.0%ETFMediumEncinitas, CA2026-10-21
WPG Advisers, LLC
156$10.2K0.0%CoreLowBaltimore, MD2026-10-27
TD Waterhouse Canada Inc.
117$7.8K0.0%CoreLowToronto, Australia2026-10-16
Alta Capital Management LLC/
107$7.0K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Provenance Wealth Advisors, LLC
100$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
75$4.9K0.0%GrowthMediumLincolnshire, IL2026-10-28
Bokf, NA
72$4.7K0.0%CoreLowTulsa, OK2026-10-27
Wolff Wiese Magana LLC
65$4.3K0.0%GrowthLowCarslbad, CA2026-10-15
Farmers & Merchants Investments Inc
60$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Blue Trust, Inc.
54$3.5K0.0%ETFLowBrentwood, TN2026-10-15
Clark Wealth Partners
52$3.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Harbor Investment Advisory, LLC
50$3.3K0.0%GrowthLowLutherville, MD2026-10-13
Cullen T Bankers, Inc.
49$3.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Tower View Wealth Management LLC
40$2.6K0.0%MomentumMediumShorewood, WI2026-10-23
Avion Wealth
30$10.0%ETFLowThe Woodlands, TX2026-11-04
SBI Securities Co., Ltd.
29$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
GK Wealth Management LLC
26$1.7K0.0%GARPVery HighReno, NV2026-10-09
CX Institutional
25$20.0%CoreMediumAuburn, IN2026-10-02
Cromwell Holdings LLC
22$1.4K0.0%IndexLowJackson, WY2026-10-28
Bare Financial Services, Inc
19$1.2K0.0%ETFVery LowGap, PA2026-11-04
Global Trust Asset Management, LLC
19$1.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
MassMutual Private Wealth & Trust, FSB
18$1.2K0.0%CoreLowSpringfield, MA2026-10-05
JFS Wealth Advisors, LLC
17$1.1K0.0%ETFVery LowHermitage, PA2026-11-03
Proathlete Wealth Management LLC
13$8530.0%ETFVery LowBoca Raton, FL2026-10-15
Creative Capital Management Investments LLC
12$7870.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
6$3940.0%ETFMediumHunt Valley, MD2026-11-03
Pinnacle Wealth Planning Services, Inc.
4$2620.0%GARPLowMansfield, OH2026-10-27
DiNuzzo Private Wealth, Inc.
4$2630.0%ETFLowBeaver, PA2026-10-16
Hughes Financial Services, LLC
2$1510.0%ETFLowHerndon, VA2026-10-30
Manchester Capital Management LLC
2$1320.0%CoreLowManchester, VT2026-10-22
Elyxium Wealth, LLC
2$1310.0%GrowthVery LowBeverly Hills, CA2026-10-27
DecisionPoint Financial, LLC
2$1330.0%ETFVery LowMesa, AZ2026-10-27
Essential Partners LLC
1$660.0%ValueMediumRancho Santa Fe, CA2026-10-14
8,391,138
10.7% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (6,921,422 sh) · +1,469,716