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United Therapeutics Corp (UTHR)

CUSIP: 91307C102 | NYSE | Healthcare · Drug Manufacturers - Specialty & Generic | Large Cap | 2057 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/AMartine A. Rothblatt1,725,7214.0%−608,000Sep 30, 2026No 13F filer matched
13G/AMartine A. Rothblatt1,725,721
4.0% of class · Sep 30, 2026−608,000
No 13F filer matched

Institutional Holders — Q3 2026

Assetmark, Inc600,171
0.5% of portfolio›$325.2M
Dimensional Fund Advisors LP540,877
0.1% of portfolio›$292.9M
Swedbank AB408,025
0.2% of portfolio›$221.1M
Pictet Asset Management Holding SA235,721
0.1% of portfolio›$127.1M
Citigroup Inc180,482
0.0% of portfolio›$97.8M
Robeco Institutional Asset Management B.V.146,163
0.1% of portfolio›$79.2M
Principal Financial Group Inc103,601
0.0% of portfolio›$56.1M
Retirement Systems of Alabama89,832
0.1% of portfolio›$48.7M
Sumitomo Mitsui Trust Group, Inc.84,387
0.0% of portfolio›$45.7M
Seizert Capital Partners, LLC72,712
1.7% of portfolio›$39.4M
Assenagon Asset Management S.A.70,287
0.0% of portfolio›$38.1M
Atwood & Palmer Inc60,976
1.7% of portfolio›$33.0M
KBC Group NV58,002
0.0% of portfolio›$31.4K
Candriam S.C.A.55,109
0.1% of portfolio›$30.0M
DekaBank Deutsche Girozentrale53,788
0.0% of portfolio›$27.2K
Achmea Investment Management B.V.51,766
0.2% of portfolio›$28.1M
Arbejdsmarkedets Tillaegspension50,200
0.7% of portfolio›$27.2M
Polaris Capital Management, LLC48,950
2.8% of portfolio›$26.5M
Mitsubishi UFJ Asset Management Co., Ltd.47,341
0.0% of portfolio›$25.7M
Fideuram Asset Management (Ireland) dac44,963
0.5% of portfolio›$22.8M
New York State Teachers Retirement System42,623
0.0% of portfolio›$23.1K
Fjarde Ap-Fonden TH Swedish National Pension Fund36,538
0.1% of portfolio›$19.8M
Livforsakringsbolaget Skandia, Omsesidigt36,200
0.6% of portfolio›$19.6M
Aware Super Pty Ltd as trustee of Aware Super34,202
0.2% of portfolio›$18.5M
Creative Planning32,329
0.0% of portfolio›$17.5M
Nepsis Inc.30,336
5.2% of portfolio›$16.4M
Allspring Global Investments Holdings, LLC28,901
0.0% of portfolio›$16.5M
Sawgrass Asset Management LLC26,355
1.9% of portfolio›$14.3M
Strs Ohio24,767
0.0% of portfolio›$13.4M
Mutual of America Capital Management LLC23,202
0.1% of portfolio›$12.6M
Asset Management One Co., Ltd.23,166
0.0% of portfolio›$12.6M
Apollon Wealth Management, LLC22,157
0.1% of portfolio›$12.0M
Vilga Financial Planning LLC20,003
6.5% of portfolio›$10.8M
Amalgamated Bank19,713
0.0% of portfolio›$10.7K
MacKenzie Financial Corp19,273
0.0% of portfolio›$10.4M
State of Alaska, Department of Revenue18,169
0.0% of portfolio›$9.8K
Oppenheimer Asset Management Inc.17,322
0.1% of portfolio›$9.4M
Simplify Asset Management Inc.16,084
0.1% of portfolio›$8.7M
ASR Vermogensbeheer N.V.16,070
0.1% of portfolio›$8.7M
Wealth Enhancement Advisory Services, LLC14,435
0.0% of portfolio›$5.0M
University of Texas S AM Investment Management Co14,282
1.0% of portfolio›$7.7M
Inspire Investing, LLC14,065
0.3% of portfolio›$7.6M
Evergreen Capital Management LLC12,979
0.1% of portfolio›$7.0M
Louisiana State Employees Retirement System12,700
0.1% of portfolio›$6.9M
Cardinal Capital Management12,033
0.8% of portfolio›$6.5M
PensionDanmark Pensionsforsikringsaktieselskab11,927
0.1% of portfolio›$6.5M
Yousif Capital Management, LLC11,839
0.1% of portfolio›$6.4M
Nisa Investment Advisors, LLC11,736
0.0% of portfolio›$6.4M
State of Michigan Retirement System11,432
0.0% of portfolio›$6.2M
Davidson Capital Management Inc.11,252
1.0% of portfolio›$6.1M
Leuthold Group, LLC11,132
0.6% of portfolio›$6.0M
Burney Co/10,465
0.2% of portfolio›$5.7M
Arizona State Retirement System10,434
0.0% of portfolio›$5.7M
AIA Group Ltd10,425
0.1% of portfolio›$5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,238
0.0% of portfolio›$5.5M
American Assets Investment Management, LLC10,000
0.3% of portfolio›$5.4M
Augustine Asset Management Inc9,920
1.2% of portfolio›$5.4M
Daiwa Securities Group Inc.9,914
0.0% of portfolio›$5.4M
IFM Investors Pty Ltd9,773
0.0% of portfolio›$5.3M
Thrive Capital Management, LLC8,956
0.9% of portfolio›$4.9M
Y-Intercept (Hong Kong) Ltd8,946
0.1% of portfolio›$4.8M
Oregon Public Employees Retirement Fund8,886
0.1% of portfolio›$4.8M
SEB Asset Management AB8,837
0.0% of portfolio›$4.8M
Swiss Life Asset Management Ltd8,550
0.0% of portfolio›$4.6M
China Universal Asset Management Co., Ltd.8,076
0.2% of portfolio›$3.9M
Bokf, NA7,834
0.1% of portfolio›$4.2M
Xponance LLC7,296
0.0% of portfolio›$4.0M
Exchange Traded Concepts, LLC6,904
0.0% of portfolio›$3.7M
Commonwealth Equity Services, LLC6,900
0.0% of portfolio›$3.7M
Fiduciary Alliance LLC6,509
0.3% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.6,316
0.0% of portfolio›$3.4K
Hussman Strategic Advisors, Inc.6,300
0.7% of portfolio›$3.4M
Brookstone Capital Management6,238
0.0% of portfolio›$3.4M
John G Ullman & Associates Inc6,225
0.4% of portfolio›$3.4M
Kendall Capital Management5,701
0.5% of portfolio›$3.1M
Nicollet Investment Management, Inc.5,668
0.0% of portfolio›$3.1K
Sidoxia Capital Management, LLC5,511
2.1% of portfolio›$3.0M
Hennessy Advisors Inc5,500
0.1% of portfolio›$3.0M
Truist Financial Corp5,304
0.0% of portfolio›$2.9M
Profund Advisors LLC5,208
0.1% of portfolio›$2.8M
NorthCrest Asset Manangement, LLC5,081
0.1% of portfolio›$2.7M
Quadrant Capital Group LLC5,013
0.1% of portfolio›$2.7M
Oak Harvest Investment Services5,000
0.3% of portfolio›$2.7M
Lifestyle Asset Management, Inc.4,820
0.6% of portfolio›$2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd4,775
0.0% of portfolio›$2.6M
Bank Julius Baer & Co. Ltd, Zurich4,538
0.0% of portfolio›$2.4M
Stackstone Wealth, LLC4,515
0.2% of portfolio›$2.4M
Caitong International Asset Management Co., Ltd4,410
0.2% of portfolio›$2.4M
Banque Pictet & CIE SA4,217
0.0% of portfolio›$2.3M
Hennion & Walsh Asset Management, Inc.3,857
0.1% of portfolio›$2.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.3,759
0.1% of portfolio›$2.0M
Weil Company, Inc.3,684
0.3% of portfolio›$2.0M
Terra Nova Asset Management LLC3,547
1.2% of portfolio›$1.9M
New England Research & Management, Inc.3,530
0.7% of portfolio›$1.9M
NLB Skladi, upravljanje premozenja, d.o.o.3,511
0.1% of portfolio›$1.9M
Archford Capital Strategies, LLC3,451
0.2% of portfolio›$1.9M
iA Global Asset Management Inc.3,409
0.0% of portfolio›$1.8K
Virtus Family Office LLC3,386
1.4% of portfolio›$1.8M
James Investment Research, Inc.3,370
0.2% of portfolio›$1.8M
Genus Capital Management Inc.3,280
0.2% of portfolio›$1.8M
Ridgewood Investments LLC3,209
0.6% of portfolio›$1.7M
Crossmark Global Holdings, Inc.3,189
0.0% of portfolio›$1.7M
Gulf International Bank (UK) Ltd3,119
0.0% of portfolio›$1.7K
ProShare Advisors LLC3,117
0.0% of portfolio›$1.7M
FCG Investment Co3,102
0.6% of portfolio›$1.7M
Capricorn Fund Managers Ltd3,097
0.2% of portfolio›$1.7M
Oppenheimer & Co Inc3,012
0.0% of portfolio›$1.6M
Mirae Asset Global Investments Co., Ltd.3,010
0.0% of portfolio›$1.6M
Ledyard National Bank2,745
0.1% of portfolio›$1.5M
Sanchez Gaunt Capital Management, LLC2,692
0.8% of portfolio›$1.5M
ABN Amro Investment Solutions2,639
0.0% of portfolio›$1.4M
MBM Wealth Consultants, LLC2,484
0.2% of portfolio›$1.3M
Tobam2,480
0.0% of portfolio›$1.3K
Ethic Inc.2,463
0.0% of portfolio›$1.3M
Center For Asset Management LLC2,418
0.6% of portfolio›$1.3M
Compass Ion Advisors, LLC2,387
0.1% of portfolio›$1.3M
HB Wealth Management, LLC2,296
0.0% of portfolio›$1.2M
Trail Ridge Investment Advisors, LLC2,284
0.5% of portfolio›$1.2M
TFB Advisors LLC2,272
0.5% of portfolio›$1.2M
Gateway Investment Advisers LLC2,140
0.0% of portfolio›$1.2M
Brighton Jones LLC2,091
0.0% of portfolio›$1.1M
Kestra Private Wealth Services, LLC2,065
0.0% of portfolio›$1.1M
Novem Group2,035
0.1% of portfolio›$1.1M
IFP Advisors, Inc2,030
0.0% of portfolio›$1.1M
Signal Advisors Wealth, LLC1,950
0.0% of portfolio›$1.1M
Anchyra Partners LLC1,949
0.2% of portfolio›$1.1M
Moody National Bank Trust Division1,918
0.1% of portfolio›$1.0M
Summit Global Investments1,842
0.0% of portfolio›$998
Wedmont Private Capital1,751
0.0% of portfolio›$932.9K
Vise Technologies, Inc.1,671
0.0% of portfolio›$905.7K
Lido Advisors, LLC1,669
0.0% of portfolio›$904.8K
Gryphon Financial Partners LLC1,650
0.1% of portfolio›$894.1K
Winnacle Wealth LLC1,646
0.6% of portfolio›$892.2K
Alps Advisors Inc1,636
0.0% of portfolio›$886.5K
Gamma Investing LLC1,621
0.0% of portfolio›$878.4K
First Citizens Bank & Trust Co1,522
0.0% of portfolio›$824.8K
E. Ohman J:or Asset Management AB1,521
0.0% of portfolio›$824.2K
Kestra Advisory Services, LLC1,496
0.0% of portfolio›$810.7K
J. Safra Sarasin Holding AG1,491
0.0% of portfolio›$840.1K
BI Asset Management Fondsmaeglerselskab A/S1,406
0.0% of portfolio›$762
Praxis Investment Management Inc1,380
0.0% of portfolio›$748
TD Waterhouse Canada Inc.1,302
0.0% of portfolio›$744.5K
UniSuper Management Pty Ltd1,298
0.0% of portfolio›$703.4K
Philip James Wealth Mangement, LLC1,275
0.1% of portfolio›$690.9K
North Dakota State Investment Board1,268
0.0% of portfolio›$687.1K
Dymon Asia Capital (Singapore) Pte. Ltd.1,260
0.0% of portfolio›$682.8K
HMS Capital Management, LLC1,248
0.3% of portfolio›$676.3K
Bank & Trust Co1,215
0.4% of portfolio›$658.4K
Marquette Asset Management, LLC1,210
0.1% of portfolio›$655.7K
Krilogy Financial LLC1,200
0.0% of portfolio›$660.1K
Sterling Capital Management LLC1,196
0.0% of portfolio›$648.1K
Capital Investment Advisory Services, LLC1,162
0.0% of portfolio›$629.6K
Parallel Advisors, LLC1,154
0.0% of portfolio›$625.4K
Balefire, LLC1,141
0.1% of portfolio›$618.3K
GF Fund Management Co. Ltd.1,139
0.0% of portfolio›$617.2K
Whalen Wealth Management Inc.1,118
0.3% of portfolio›$606.0K
Oakworth Capital, Inc.1,111
0.0% of portfolio›$602.0K
New York Life Investment Management LLC1,106
0.0% of portfolio›$599.3K
Prime Capital Investment Advisors, LLC1,093
0.0% of portfolio›$592.3K
TD Private Client Wealth LLC1,084
0.0% of portfolio›$587.4K
Signaturefd, LLC1,063
0.0% of portfolio›$576.0K
Formidable Asset Management, LLC1,024
0.1% of portfolio›$554.9K
Ascent Group, LLC1,010
0.0% of portfolio›$547.3K
B. Metzler seel. Sohn & Co. AG1,006
0.0% of portfolio›$545.1K
Frederick Financial Consultants, LLC1,000
0.2% of portfolio›$541.9K
Sowell Financial Services LLC998
0.0% of portfolio›$540.7K
Focused Alpha, LLC992
0.1% of portfolio›$537.6K
Park Avenue Securities LLC982
0.0% of portfolio›$532
Greenleaf Trust956
0.0% of portfolio›$518.0K
MGO One Seven LLC953
0.0% of portfolio›$516.4K
BAM Wealth Management, LLC942
0.3% of portfolio›$510.5K
Citizens Financial Group Inc912
0.0% of portfolio›$494.2K
Atria Investments, Inc894
0.0% of portfolio›$484.5K
Strong Retirement Solutions LLC866
0.3% of portfolio›$469.3K
Pinnacle Associates LTD852
0.0% of portfolio›$461.7K
GraniteShares Advisors LLC812
0.3% of portfolio›$440.0K
Wedbush Securities Inc790
0.0% of portfolio›$428
Vontobel Holding Ltd.770
0.0% of portfolio›$417.3K
B. Riley Wealth Advisors, Inc.770
0.0% of portfolio›$417.3K
StoneX Group Inc.767
0.0% of portfolio›$400.0K
Chicago Trust Co NA761
0.1% of portfolio›$412.4K
Chicago Partners Investment Group LLC742
0.0% of portfolio›$435.9K
Farther Finance Advisors, LLC707
0.0% of portfolio›$383.1K
Perpetual Ltd704
0.0% of portfolio›$381.5K
Trust Point Inc.702
0.0% of portfolio›$380.4K
Globalt Investments LLC / GA700
0.0% of portfolio›$379.3K
AlphaCore Capital LLC698
0.0% of portfolio›$378.2K
Harbor Investment Advisory, LLC671
0.0% of portfolio›$363.6K
AXS Investments LLC656
0.0% of portfolio›$355.5K
Asset Advisory Group, Inc.630
0.1% of portfolio›$341.4K
Kingswood Wealth Advisors, LLC628
0.0% of portfolio›$340.3K
Plato Investment Management Ltd610
0.0% of portfolio›$331.8K
EverSource Wealth Advisors, LLC603
0.0% of portfolio›$326.8K
Retirement Investment Advisors, Inc.600
0.0% of portfolio›$325.1K
One Wealth Capital Management, LLC596
0.1% of portfolio›$323.0K
Applied Finance Capital Management, LLC590
0.0% of portfolio›$319.7K
Perigon Wealth Management, LLC574
0.0% of portfolio›$311.0K
Portside Wealth Group, LLC571
0.0% of portfolio›$309.4K
Childress Capital Advisors, LLC561
0.0% of portfolio›$304.0K
Pacific Excel Wealth Advisors, Inc.559
0.3% of portfolio›$303.0K
Retirement Guys Formula LLC557
0.1% of portfolio›$301.8K
Norden Group LLC554
0.0% of portfolio›$300.2K
Ag2r LA Mondiale Gestion D'actifs550
0.0% of portfolio›$298.0K
Waystone Advisors LLC544
0.2% of portfolio›$294.8K
Choreo, LLC538
0.0% of portfolio›$291.4K
Quantum Financial Advisors, LLC518
0.0% of portfolio›$280.9K
Bank of New Hampshire512
0.1% of portfolio›$277.4K
Eagle Global Advisors LLC510
0.0% of portfolio›$276.4K
Blue Trust, Inc.506
0.0% of portfolio›$274.4K
PKO Investment Management Joint-Stock Co500
0.0% of portfolio›$270.9K
First Affirmative Financial Network486
0.1% of portfolio›$263.5K
Split Creek LLC DBA Split Creek Capital LLC485
0.2% of portfolio›$262.8K
Bryn Mawr Trust Advisors, LLC464
0.0% of portfolio›$251.4K
Tuttle Capital Management, LLC461
0.1% of portfolio›$249.8K
Sage Rhino Capital LLC456
0.0% of portfolio›$247.1K
Elevation Point Wealth Partners, LLC451
0.0% of portfolio›$244.4K
Apella Capital, LLC451
0.0% of portfolio›$245.8K
Mraz, Amerine & Associates, Inc.450
0.0% of portfolio›$243.9K
Mitchell Sinkler & Starr444
0.1% of portfolio›$240.6K
Brindle & Bay Financial Advisors, LLC431
0.1% of portfolio›$233.6K
Willner & Heller, LLC426
0.1% of portfolio›$230.8K
Frank, Rimerman Advisors LLC426
0.0% of portfolio›$230.8K
GW Henssler & Associates LTD422
0.0% of portfolio›$228.7K
Daymark Wealth Partners, LLC417
0.0% of portfolio›$226.0K
SBI Securities Co., Ltd.410
0.0% of portfolio›$222.2K
Stiles Financial Services Inc403
0.1% of portfolio›$218.4K
Elco Management Co., LLC400
0.1% of portfolio›$216.8K
Abacus Wealth Partners, LLC396
0.0% of portfolio›$214.6K
Cigna Investments Inc391
0.0% of portfolio›$212
Ashton Thomas Private Wealth, LLC387
0.0% of portfolio›$209.9K
Oslo Pensjonsforsikring AS383
0.0% of portfolio›$207.5K
Evermay Wealth Management LLC373
0.0% of portfolio›$202.1K
Highline Wealth Partners LLC360
0.0% of portfolio›$195.1K
Root Financial Partners, LLC356
0.0% of portfolio›$192.9K
1620 Investment Advisors, Inc.354
0.1% of portfolio›$191.6K
Clean Yield Group300
0.0% of portfolio›$162.6K
Fulcrum Asset Management LLP285
0.0% of portfolio›$137.2K
State of Wyoming260
0.0% of portfolio›$140.9K
Harbor Capital Advisors, Inc.231
0.0% of portfolio›$125
Spire Wealth Management211
0.0% of portfolio›$114.2K
Curat Global, LLC203
0.1% of portfolio›$110.0K
Essential Partners LLC202
0.0% of portfolio›$109.5K
North Star Investment Management Corp.201
0.0% of portfolio›$108.9K
Hazlett, Burt & Watson, Inc.200
0.0% of portfolio›$108
Pension & Wealth Management Advisors, Inc.199
0.0% of portfolio›$108.0K
Heritage Family Offices, LLP196
0.0% of portfolio›$106.2K
Raiffeisen Bank International AG171
0.0% of portfolio›$82.3K
Elyxium Wealth, LLC164
0.0% of portfolio›$88.9K
MassMutual Private Wealth & Trust, FSB141
0.0% of portfolio›$76.4K
V-Square Quantitative Management LLC141
0.0% of portfolio›$76.4K
Parkside Financial Bank & Trust140
0.0% of portfolio›$75.9K
True Wealth Design, LLC136
0.0% of portfolio›$73.7K
Generali Asset Management SPA SGR109
0.0% of portfolio›$59.1K
Toth Financial Advisory Corp100
0.0% of portfolio›$54.2K
Tower View Wealth Management LLC95
0.0% of portfolio›$51.5K
Versant Capital Management, Inc95
0.0% of portfolio›$51.5K
Leonteq Securities AG91
0.0% of portfolio›$49.3K
WPG Advisers, LLC90
0.0% of portfolio›$48.8K
PFS Partners, LLC83
0.0% of portfolio›$45.0K
Cape Investment Advisory, Inc.83
0.0% of portfolio›$45.0K
Cullen T Bankers, Inc.80
0.0% of portfolio›$43.4K
Private Trust Co NA72
0.0% of portfolio›$39.0K
Fortitude Family Office, LLC64
0.0% of portfolio›$34.7K
Gen-Wealth Partners Inc63
0.0% of portfolio›$34.4K
SJS Investment Consulting Inc.58
0.0% of portfolio›$31.4K
JFS Wealth Advisors, LLC53
0.0% of portfolio›$28.7K
Fairscale Capital, LLC50
0.0% of portfolio›$29.9K
Chung Wu Investment Group, LLC50
0.0% of portfolio›$27.1K
Owl Creek Wealth Partners LLC43
0.0% of portfolio›$23.3K
Pinnacle Wealth Planning Services, Inc.41
0.0% of portfolio›$22.2K
Bell Investment Advisors, Inc40
0.0% of portfolio›$21.7K
Accordant Advisory Group Inc38
0.0% of portfolio›$20.6K
Farmers & Merchants Investments Inc38
0.0% of portfolio›$20.6K
Entrust Financial LLC34
0.0% of portfolio›$18.4K
Elevation Wealth Partners, LLC34
0.0% of portfolio›$18.4K
Meriwether Wealth & Planning, LLC33
0.0% of portfolio›$17.9K
Tradewinds Capital Management, LLC32
0.0% of portfolio›$17.3K
Provenance Wealth Advisors, LLC31
0.0% of portfolio›$16.8K
Covestor Ltd29
0.0% of portfolio›$16
Hughes Financial Services, LLC27
0.0% of portfolio›$16.0K
Private Wealth Management Group, LLC27
0.0% of portfolio›$14.6K
Signature Equity Partners, LLC23
0.0% of portfolio›$12.5K
Rakuten Securities, Inc.22
0.0% of portfolio›$11.9K
Strengthening Families & Communities, LLC22
0.0% of portfolio›$11.9K
Bare Financial Services, Inc22
0.0% of portfolio›$11.9K
Cedar Mountain Advisors, LLC22
0.0% of portfolio›$11.9K
First Horizon Corp21
0.0% of portfolio›$11.4K
Kozak & Associates, Inc.21
0.0% of portfolio›$12.3K
Contravisory Investment Management, Inc.19
0.0% of portfolio›$10.3K
Asset Dedication, LLC18
0.0% of portfolio›$9.8K
Mather Group, Llc.18
0.0% of portfolio›$9.8K
Creative Capital Management Investments LLC16
0.0% of portfolio›$8.7K
Redwood Park Advisors LLC15
0.0% of portfolio›$8.1K
Capital Advisors, Ltd. LLC13
0.0% of portfolio›$7
Retirement Wealth Solutions LLC12
0.0% of portfolio›$6.5K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$6.5K
James T. Borello RIA12
0.0% of portfolio›$6.5K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$6.0K
Cromwell Holdings LLC11
0.0% of portfolio›$6.0K
Valley National Advisers Inc10
0.0% of portfolio›$5.4K
Nfsg Corp10
0.0% of portfolio›$5.4K
UMB Private Wealth Management, LLC10
0.0% of portfolio›$5.4K
Creative Financial Designs Inc9
0.0% of portfolio›$4.9K
Moisand Fitzgerald Tamayo, LLC9
0.0% of portfolio›$4.9K
Avion Wealth8
0.0% of portfolio›$4
Nova Financial LLC8
0.0% of portfolio›$4.3K
Quaker Wealth Management, LLC7
0.0% of portfolio›$3.8K
GK Wealth Management LLC7
0.0% of portfolio›$3.8K
USA Financial Formulas6
0.0% of portfolio›$3.3K
Proathlete Wealth Management LLC5
0.0% of portfolio›$2.7K
Gleason Group, Inc.5
0.0% of portfolio›$2.7K
CoreCap Advisors, LLC5
0.0% of portfolio›$2.7K
Manchester Capital Management LLC4
0.0% of portfolio›$2.2K
Brown, Lisle Ings, Inc.4
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.4
0.0% of portfolio›$2.2K
Financial Management Professionals, Inc.4
0.0% of portfolio›$2.2K
Torren Management, LLC3
0.0% of portfolio›$1.6K
Ares Financial Consulting, LLC3
0.0% of portfolio›$1.6K
Global Trust Asset Management, LLC3
0.0% of portfolio›$1.8K
Jnba Financial Advisors3
0.0% of portfolio›$1.6K
DecisionPoint Financial, LLC3
0.0% of portfolio›$1.7K
William Mack & Associates, Inc.2
0.0% of portfolio›$1.1K
Security National Bank2
0.0% of portfolio›$1.1K
Sunrise Financial Services, LLC2
0.0% of portfolio›$1.1K
TFC Financial Management, Inc.1
0.0% of portfolio›$542
Salomon & Ludwin, LLC1
0.0% of portfolio›$542
Albion Financial Group1
0.0% of portfolio›$358
GHP Investment Advisors, Inc.1
0.0% of portfolio›$542
Planning Strategies Inc.1
0.0% of portfolio›$542
Armstrong Advisory Group, Inc1
0.0% of portfolio›$542
Birchwood Financial Partners, Inc.1
0.0% of portfolio›$542
Align Financial, LLC1
0.0% of portfolio›$542
Maseco LLP1
0.0% of portfolio›$542
Illumine Investment Management, LLC0
2.9% of portfolio›$4.1M
StyleTurnoverLocationFiled
Assetmark, Inc
600,171$325.2M0.5%ETFLowConcord, CA2026-10-21
Dimensional Fund Advisors LP
540,877$292.9M0.1%IndexLowAustin, TX2026-11-04
Swedbank AB
408,025$221.1M0.2%GrowthLowStockholm, Sweden2026-10-27
Pictet Asset Management Holding SA
235,721$127.1M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Citigroup Inc
180,482$97.8M0.0%CoreMediumNew York, NY2026-11-04
Robeco Institutional Asset Management B.V.
146,163$79.2M0.1%CoreMediumRotterdam, Philippines2026-10-20
Principal Financial Group Inc
103,601$56.1M0.0%CoreLowDes Moines, IA2026-11-02
Retirement Systems of Alabama
89,832$48.7M0.1%IndexLowMontgomery, AL2026-11-04
Sumitomo Mitsui Trust Group, Inc.
84,387$45.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Seizert Capital Partners, LLC
72,712$39.4M1.7%ValueMediumBirmingham, MI2026-10-30
Assenagon Asset Management S.A.
70,287$38.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Atwood & Palmer Inc
60,976$33.0M1.7%CoreVery LowKansas City, MO2026-10-08
KBC Group NV
58,002$31.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Candriam S.C.A.
55,109$30.0M0.1%GrowthMediumStrassen, Netherlands2026-11-03
DekaBank Deutsche Girozentrale
53,788$27.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Achmea Investment Management B.V.
51,766$28.1M0.2%CoreMediumZeist, Philippines2026-10-30
Arbejdsmarkedets Tillaegspension
50,200$27.2M0.7%ValueHighHilleroed, Greece2026-10-30
Polaris Capital Management, LLC
48,950$26.5M2.8%Deep ValueLowBoston, MA2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
47,341$25.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Fideuram Asset Management (Ireland) dac
44,963$22.8M0.5%CoreHighDublin 1, Lithuania2026-10-29
New York State Teachers Retirement System
42,623$23.1K0.0%CoreVery LowAlbany, NY2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
36,538$19.8M0.1%GrowthLowStockholm, Sweden2026-10-15
Livforsakringsbolaget Skandia, Omsesidigt
36,200$19.6M0.6%GrowthMediumStockholm, Sweden2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
34,202$18.5M0.2%GrowthMediumSydney, China2026-10-30
Creative Planning
32,329$17.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Nepsis Inc.
30,336$16.4M5.2%CoreMediumMinneapolis, MN2026-10-13
Allspring Global Investments Holdings, LLC
28,901$16.5M0.0%CoreMediumCharlotte, NC2026-11-04
Sawgrass Asset Management LLC
26,355$14.3M1.9%GrowthMediumPonte Vedra Beach, FL2026-11-03
Strs Ohio
24,767$13.4M0.0%CoreMediumColumbus, OH2026-10-30
Mutual of America Capital Management LLC
23,202$12.6M0.1%IndexLowNew York, NY2026-10-23
Asset Management One Co., Ltd.
23,166$12.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Apollon Wealth Management, LLC
22,157$12.0M0.1%GrowthLowMount Pleasant, SC2026-10-23
Vilga Financial Planning LLC
20,003$10.8M6.5%ETFVery LowFair Lawn, NJ2026-10-09
Amalgamated Bank
19,713$10.7K0.0%CoreVery LowNew York, NY2026-10-23
MacKenzie Financial Corp
19,273$10.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
State of Alaska, Department of Revenue
18,169$9.8K0.0%CoreVery LowJuneau, AK2026-10-15
Oppenheimer Asset Management Inc.
17,322$9.4M0.1%CoreMediumNew York, NY2026-10-27
Simplify Asset Management Inc.
16,084$8.7M0.1%CoreLowLas Vegas, NV2026-10-27
ASR Vermogensbeheer N.V.
16,070$8.7M0.1%CoreLowUtrecht, Philippines2026-10-16
Wealth Enhancement Advisory Services, LLC
14,435$5.0M0.0%CoreLowPlymouth, MN2026-10-13
University of Texas S AM Investment Management Co
14,282$7.7M1.0%CoreHighAustin, TX2026-11-03
Inspire Investing, LLC
14,065$7.6M0.3%GARPHighMeridian, ID2026-10-22
Evergreen Capital Management LLC
12,979$7.0M0.1%GARPMediumBellevue, WA2026-10-23
Louisiana State Employees Retirement System
12,700$6.9M0.1%IndexLowBaton Rouge, LA2026-10-20
Cardinal Capital Management
12,033$6.5M0.8%ValueVery LowRaleigh, NC2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
11,927$6.5M0.1%IndexLowCopenhagen O, Greece2026-10-19
Yousif Capital Management, LLC
11,839$6.4M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Nisa Investment Advisors, LLC
11,736$6.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Michigan Retirement System
11,432$6.2M0.0%IndexLowEast Lansing, MI2026-10-27
Davidson Capital Management Inc.
11,252$6.1M1.0%GrowthMediumCorpus Christi, TX2026-10-15
Leuthold Group, LLC
11,132$6.0M0.6%ValueMediumMinneapolis, MN2026-11-04
Burney Co/
10,465$5.7M0.2%GARPMediumReston, VA2026-10-15
Arizona State Retirement System
10,434$5.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
AIA Group Ltd
10,425$5.6M0.1%GrowthMediumHong Kong, South Korea2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
10,238$5.5M0.0%CoreLowHarrisburg, PA2026-11-03
American Assets Investment Management, LLC
10,000$5.4M0.3%GARPVery LowSan Diego, CA2026-10-30
Augustine Asset Management Inc
9,920$5.4M1.2%GrowthVery LowJacksonville, FL2026-10-13
Daiwa Securities Group Inc.
9,914$5.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
IFM Investors Pty Ltd
9,773$5.3M0.0%IndexVery LowMelbourne, China2026-10-14
Thrive Capital Management, LLC
8,956$4.9M0.9%CoreMediumFort Washington, PA2026-10-28
Y-Intercept (Hong Kong) Ltd
8,946$4.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Oregon Public Employees Retirement Fund
8,886$4.8M0.1%IndexVery LowTigard, OR2026-10-30
SEB Asset Management AB
8,837$4.8M0.0%CoreN/AStockholm, Sweden2026-11-04
Swiss Life Asset Management Ltd
8,550$4.6M0.0%CoreLowZurich, Switzerland2026-11-03
China Universal Asset Management Co., Ltd.
8,076$3.9M0.2%GrowthMediumShanghai, France2026-10-28
Bokf, NA
7,834$4.2M0.1%CoreLowTulsa, OK2026-10-27
Xponance LLC
7,296$4.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Exchange Traded Concepts, LLC
6,904$3.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Commonwealth Equity Services, LLC
6,900$3.7M0.0%ETFLowWaltham, MA2026-11-02
Fiduciary Alliance LLC
6,509$3.5M0.3%CoreMediumGreenville, SC2026-10-13
Cambridge Investment Research Advisors, Inc.
6,316$3.4K0.0%ETFLowFairfield, IA2026-11-02
Hussman Strategic Advisors, Inc.
6,300$3.4M0.7%YieldVery HighEllicott City, MD2026-11-02
Brookstone Capital Management
6,238$3.4M0.0%ETFMediumWheaton, IL2026-10-22
John G Ullman & Associates Inc
6,225$3.4M0.4%CoreLowCorning, NY2026-11-04
Kendall Capital Management
5,701$3.1M0.5%GARPLowRockville, MD2026-10-23
Nicollet Investment Management, Inc.
5,668$3.1K0.0%CoreVery LowMinneapolis, MN2026-10-14
Sidoxia Capital Management, LLC
5,511$3.0M2.1%GrowthLowNewport Beach, CA2026-10-28
Hennessy Advisors Inc
5,500$3.0M0.1%Deep ValueMediumNovato, CA2026-10-28
Truist Financial Corp
5,304$2.9M0.0%CoreLowCharlotte, NC2026-10-30
Profund Advisors LLC
5,208$2.8M0.1%GrowthLowBethesda, MD2026-10-29
NorthCrest Asset Manangement, LLC
5,081$2.7M0.1%GrowthLowPlymouth, MN2026-10-13
Quadrant Capital Group LLC
5,013$2.7M0.1%CoreLowCincinnati, OH2026-10-20
Oak Harvest Investment Services
5,000$2.7M0.3%GrowthMediumHouston, TX2026-10-20
Lifestyle Asset Management, Inc.
4,820$2.6M0.6%ETFHighFriendswood, TX2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
4,775$2.6M0.0%IndexVery LowTokyo, Mexico2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
4,538$2.4M0.0%GrowthMediumZurich, Switzerland2026-10-29
Stackstone Wealth, LLC
4,515$2.4M0.2%CoreN/ADubuque, IA2026-10-19
Caitong International Asset Management Co., Ltd
4,410$2.4M0.2%GrowthVery HighHong Kong, South Korea2026-10-29
Banque Pictet & CIE SA
4,217$2.3M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Hennion & Walsh Asset Management, Inc.
3,857$2.1M0.1%ValueMediumParsippany, NJ2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
3,759$2.0M0.1%CoreHighTurin, Latvia2026-10-22
Weil Company, Inc.
3,684$2.0M0.3%ETFLowSan Diego, CA2026-10-14
Terra Nova Asset Management LLC
3,547$1.9M1.2%MomentumMediumNew York, NY2026-10-13
New England Research & Management, Inc.
3,530$1.9M0.7%CoreHighChicago, IL2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
3,511$1.9M0.1%GrowthLowLjubljana, Andorra2026-10-22
Archford Capital Strategies, LLC
3,451$1.9M0.2%GrowthMediumSwansea, IL2026-10-19
iA Global Asset Management Inc.
3,409$1.8K0.0%GrowthMediumQuebec, Austria2026-10-29
Virtus Family Office LLC
3,386$1.8M1.4%Deep ValueMediumEl Paso, TX2026-10-30
James Investment Research, Inc.
3,370$1.8M0.2%CoreLowAlpha, OH2026-10-22
Genus Capital Management Inc.
3,280$1.8M0.2%GARPHighVancouver, UAE2026-11-04
Ridgewood Investments LLC
3,209$1.7M0.6%ValueMediumSpringfield, NJ2026-10-05
Crossmark Global Holdings, Inc.
3,189$1.7M0.0%GARPMediumHouston, TX2026-10-21
Gulf International Bank (UK) Ltd
3,119$1.7K0.0%CoreVery LowLondon, United Kingdom2026-10-20
ProShare Advisors LLC
3,117$1.7M0.0%GrowthLowBethesda, MD2026-10-29
FCG Investment Co
3,102$1.7M0.6%GrowthHighGermantown, TN2026-10-13
Capricorn Fund Managers Ltd
3,097$1.7M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Oppenheimer & Co Inc
3,012$1.6M0.0%CoreLowNew York, NY2026-10-26
Mirae Asset Global Investments Co., Ltd.
3,010$1.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Ledyard National Bank
2,745$1.5M0.1%CoreLowHanover, NH2026-10-21
Sanchez Gaunt Capital Management, LLC
2,692$1.5M0.8%ETFN/AReno, NV2026-11-03
ABN Amro Investment Solutions
2,639$1.4M0.0%GrowthLowParis Cedex 008, India2026-10-21
MBM Wealth Consultants, LLC
2,484$1.3M0.2%ETFVery LowChesterfield, MO2026-10-20
Tobam
2,480$1.3K0.0%ValueHighParis, India2026-11-03
Ethic Inc.
2,463$1.3M0.0%CoreLowNew York, NY2026-11-03
Center For Asset Management LLC
2,418$1.3M0.6%ETFMediumPalm Beach Gardens, FL2026-10-16
Compass Ion Advisors, LLC
2,387$1.3M0.1%ETFVery LowConshohocken, PA2026-10-23
HB Wealth Management, LLC
2,296$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Trail Ridge Investment Advisors, LLC
2,284$1.2M0.5%CoreLowFort Collins, CO2026-10-16
TFB Advisors LLC
2,272$1.2M0.5%ETFLowOverland Park, KS2026-11-02
Gateway Investment Advisers LLC
2,140$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Brighton Jones LLC
2,091$1.1M0.0%CoreVery LowSeattle, WA2026-11-03
Kestra Private Wealth Services, LLC
2,065$1.1M0.0%GrowthLowAustin, TX2026-10-30
Novem Group
2,035$1.1M0.1%ETFMediumRochester, NY2026-10-19
IFP Advisors, Inc
2,030$1.1M0.0%GrowthLowTampa, FL2026-10-16
Signal Advisors Wealth, LLC
1,950$1.1M0.0%ETFLowDetroit, MI2026-10-13
Anchyra Partners LLC
1,949$1.1M0.2%CoreLowAtlanta, GA2026-10-13
Moody National Bank Trust Division
1,918$1.0M0.1%CoreMediumGalveston, TX2026-10-06
Summit Global Investments
1,842$9980.0%CoreMediumBountiful, UT2026-10-28
Wedmont Private Capital
1,751$932.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Vise Technologies, Inc.
1,671$905.7K0.0%IndexLowNew York, NY2026-10-29
Lido Advisors, LLC
1,669$904.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Gryphon Financial Partners LLC
1,650$894.1K0.1%IndexLowColumbus, OH2026-11-04
Winnacle Wealth LLC
1,646$892.2K0.6%CoreMediumWaco, TX2026-10-15
Alps Advisors Inc
1,636$886.5K0.0%YieldLowDenver, CO2026-11-03
Gamma Investing LLC
1,621$878.4K0.0%IndexVery LowFoster City, CA2026-10-08
First Citizens Bank & Trust Co
1,522$824.8K0.0%CoreMediumRaleigh, NC2026-10-14
E. Ohman J:or Asset Management AB
1,521$824.2K0.0%GrowthMediumStockholm, Sweden2026-10-22
Kestra Advisory Services, LLC
1,496$810.7K0.0%CoreLowAustin, TX2026-11-02
J. Safra Sarasin Holding AG
1,491$840.1K0.0%CoreMediumBasel, Switzerland2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
1,406$7620.0%CoreMediumKobenhavn, Greece2026-10-22
Praxis Investment Management Inc
1,380$7480.0%CoreLowGoshen, IN2026-11-03
TD Waterhouse Canada Inc.
1,302$744.5K0.0%CoreLowToronto, Australia2026-10-16
UniSuper Management Pty Ltd
1,298$703.4K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Philip James Wealth Mangement, LLC
1,275$690.9K0.1%YieldMediumMilton, GA2026-10-27
North Dakota State Investment Board
1,268$687.1K0.0%GrowthMediumBismarck, ND2026-10-27
Dymon Asia Capital (Singapore) Pte. Ltd.
1,260$682.8K0.0%GARPVery HighSingapore, Turkey2026-11-04
HMS Capital Management, LLC
1,248$676.3K0.3%GrowthMediumNashville, TN2026-10-20
Bank & Trust Co
1,215$658.4K0.4%ValueVery LowLitchfield, IL2026-10-07
Marquette Asset Management, LLC
1,210$655.7K0.1%ETFVery LowMinneapolis, MN2026-10-09
Krilogy Financial LLC
1,200$660.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Sterling Capital Management LLC
1,196$648.1K0.0%GARPMediumCharlotte, NC2026-10-22
Capital Investment Advisory Services, LLC
1,162$629.6K0.0%CoreMediumRaleigh, NC2026-10-30
Parallel Advisors, LLC
1,154$625.4K0.0%IndexLowSan Francisco, CA2026-11-03
Balefire, LLC
1,141$618.3K0.1%ETFMediumDallas, TX2026-10-09
GF Fund Management Co. Ltd.
1,139$617.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Whalen Wealth Management Inc.
1,118$606.0K0.3%GrowthHighLas Vegas, NV2026-10-08
Oakworth Capital, Inc.
1,111$602.0K0.0%ETFLowBirmingham, AL2026-10-26
New York Life Investment Management LLC
1,106$599.3K0.0%GrowthLowNew York, NY2026-11-04
Prime Capital Investment Advisors, LLC
1,093$592.3K0.0%ETFLowOverland Park, KS2026-10-20
TD Private Client Wealth LLC
1,084$587.4K0.0%ETFLowNew York, NY2026-10-28
Signaturefd, LLC
1,063$576.0K0.0%IndexLowAtlanta, GA2026-10-23
Formidable Asset Management, LLC
1,024$554.9K0.1%CoreLowCincinnati, OH2026-11-03
Ascent Group, LLC
1,010$547.3K0.0%CoreLowVirginia Beach, VA2026-10-30
B. Metzler seel. Sohn & Co. AG
1,006$545.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Frederick Financial Consultants, LLC
1,000$541.9K0.2%ETFVery LowFrederick, MD2026-10-29
Sowell Financial Services LLC
998$540.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Focused Alpha, LLC
992$537.6K0.1%CoreMediumDenver, CO2026-10-20
Park Avenue Securities LLC
982$5320.0%ETFMediumNew York, NY2026-10-26
Greenleaf Trust
956$518.0K0.0%CoreLowKalamazoo, MI2026-10-29
MGO One Seven LLC
953$516.4K0.0%GrowthLowBeachwood, OH2026-10-28
BAM Wealth Management, LLC
942$510.5K0.3%ETFHighLakewood, CO2026-10-15
Citizens Financial Group Inc
912$494.2K0.0%GrowthLowProvidence, RI2026-10-23
Atria Investments, Inc
894$484.5K0.0%CoreMediumCharlotte, NC2026-10-15
Strong Retirement Solutions LLC
866$469.3K0.3%GrowthMediumSilverdale, WA2026-10-07
Pinnacle Associates LTD
852$461.7K0.0%CoreLowNew York, NY2026-10-20
GraniteShares Advisors LLC
812$440.0K0.3%YieldMediumNew York, NY2026-10-29
Wedbush Securities Inc
790$4280.0%CoreLowPasadena, CA2026-10-22
Vontobel Holding Ltd.
770$417.3K0.0%CoreMediumZurich, Switzerland2026-10-16
B. Riley Wealth Advisors, Inc.
770$417.3K0.0%GrowthLowMemphis, TN2026-10-13
StoneX Group Inc.
767$400.0K0.0%ETFMediumNew York, NY2026-11-03
Chicago Trust Co NA
761$412.4K0.1%CoreLowGrayslake, IL2026-10-28
Chicago Partners Investment Group LLC
742$435.9K0.0%GARPLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
707$383.1K0.0%IndexLowSan Francisco, CA2026-10-08
Perpetual Ltd
704$381.5K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Trust Point Inc.
702$380.4K0.0%CoreMediumLa Crosse, WI2026-10-27
Globalt Investments LLC / GA
700$379.3K0.0%ETFLowAtlanta, GA2026-10-27
AlphaCore Capital LLC
698$378.2K0.0%ETFLowLa Jolla, CA2026-11-04
Harbor Investment Advisory, LLC
671$363.6K0.0%GrowthLowLutherville, MD2026-10-13
AXS Investments LLC
656$355.5K0.0%GrowthMediumPort Chester, NY2026-11-04
Asset Advisory Group, Inc.
630$341.4K0.1%CoreVery LowKinnelon, NJ2026-10-20
Kingswood Wealth Advisors, LLC
628$340.3K0.0%GrowthLowSan Diego, CA2026-10-23
Plato Investment Management Ltd
610$331.8K0.0%CoreLowSydney, China2026-11-05
EverSource Wealth Advisors, LLC
603$326.8K0.0%CoreMediumBirmingham, AL2026-11-04
Retirement Investment Advisors, Inc.
600$325.1K0.0%ETFVery LowOklahoma City, OK2026-10-22
One Wealth Capital Management, LLC
596$323.0K0.1%GrowthMediumScottsdale, AZ2026-10-23
Applied Finance Capital Management, LLC
590$319.7K0.0%CoreMediumSan Juan, PR2026-11-03
Perigon Wealth Management, LLC
574$311.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Portside Wealth Group, LLC
571$309.4K0.0%CoreMediumProvo, UT2026-10-20
Childress Capital Advisors, LLC
561$304.0K0.0%GARPMediumHouston, TX2026-10-28
Pacific Excel Wealth Advisors, Inc.
559$303.0K0.3%ETFHighWalnut Creek, CA2026-10-27
Retirement Guys Formula LLC
557$301.8K0.1%CoreMediumMaumee, OH2026-10-26
Norden Group LLC
554$300.2K0.0%GrowthMediumProvo, UT2026-10-20
Ag2r LA Mondiale Gestion D'actifs
550$298.0K0.0%GrowthLowParis, India2026-10-26
Waystone Advisors LLC
544$294.8K0.2%ETFLowRedmond, WA2026-10-16
Choreo, LLC
538$291.4K0.0%IndexLowRockford, IL2026-10-28
Quantum Financial Advisors, LLC
518$280.9K0.0%ETFLowSanta Monica, CA2026-11-03
Bank of New Hampshire
512$277.4K0.1%CoreLowLaconia, NH2026-10-06
Eagle Global Advisors LLC
510$276.4K0.0%CoreLowHouston, TX2026-11-02
Blue Trust, Inc.
506$274.4K0.0%ETFLowBrentwood, TN2026-10-15
PKO Investment Management Joint-Stock Co
500$270.9K0.0%GrowthMediumWarsaw, Russia2026-10-19
First Affirmative Financial Network
486$263.5K0.1%CoreN/AColorado Springs, CO2026-10-21
Split Creek LLC DBA Split Creek Capital LLC
485$262.8K0.2%CoreMediumNorth Garden, VA2026-11-02
Bryn Mawr Trust Advisors, LLC
464$251.4K0.0%CoreLowPhiladelphia, PA2026-11-04
Tuttle Capital Management, LLC
461$249.8K0.1%GrowthHighRiverside, CT2026-10-21
Sage Rhino Capital LLC
456$247.1K0.0%ETFLowMenlo Park, CA2026-10-28
Elevation Point Wealth Partners, LLC
451$244.4K0.0%CoreHighDenver, CO2026-11-05
Apella Capital, LLC
451$245.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Mraz, Amerine & Associates, Inc.
450$243.9K0.0%Deep ValueLowModesto, CA2026-10-30
Mitchell Sinkler & Starr
444$240.6K0.1%CoreVery LowPhiladelphia, PA2026-10-13
Brindle & Bay Financial Advisors, LLC
431$233.6K0.1%ETFMediumFrisco, TX2026-10-15
Willner & Heller, LLC
426$230.8K0.1%GrowthLowEncino, CA2026-10-28
Frank, Rimerman Advisors LLC
426$230.8K0.0%GrowthLowPalo Alto, CA2026-10-16
GW Henssler & Associates LTD
422$228.7K0.0%CoreMediumKennesaw, GA2026-10-26
Daymark Wealth Partners, LLC
417$226.0K0.0%CoreLowCincinnati, OH2026-11-04
SBI Securities Co., Ltd.
410$222.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Stiles Financial Services Inc
403$218.4K0.1%GrowthLowEdina, MN2026-10-30
Elco Management Co., LLC
400$216.8K0.1%CoreLowNew York, NY2026-10-14
Abacus Wealth Partners, LLC
396$214.6K0.0%ETFLowSanta Monica, CA2026-11-03
Cigna Investments Inc
391$2120.0%CoreVery LowBloomfield, CT2026-10-19
Ashton Thomas Private Wealth, LLC
387$209.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Oslo Pensjonsforsikring AS
383$207.5K0.0%ValueLowOslo, Norway2026-10-15
Evermay Wealth Management LLC
373$202.1K0.0%ETFLowArlington, VA2026-11-05
Highline Wealth Partners LLC
360$195.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Root Financial Partners, LLC
356$192.9K0.0%ETFMediumEncinitas, CA2026-10-21
1620 Investment Advisors, Inc.
354$191.6K0.1%ValueLowPlymouth, MA2026-11-04
Clean Yield Group
300$162.6K0.0%CoreLowNorwich, VT2026-10-28
Fulcrum Asset Management LLP
285$137.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
State of Wyoming
260$140.9K0.0%ValueHighCheyenne, WY2026-10-28
Harbor Capital Advisors, Inc.
231$1250.0%ValueHighChicago, IL2026-10-22
Spire Wealth Management
211$114.2K0.0%GrowthMediumMclean, VA2026-10-30
Curat Global, LLC
203$110.0K0.1%CoreMediumSpringfield, NH2026-10-26
Essential Partners LLC
202$109.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
North Star Investment Management Corp.
201$108.9K0.0%CoreLowChicago, IL2026-10-27
Hazlett, Burt & Watson, Inc.
200$1080.0%CoreVery LowWheeling, WV2026-11-04
Pension & Wealth Management Advisors, Inc.
199$108.0K0.0%ETFLowWaltham, MA2026-10-16
Heritage Family Offices, LLP
196$106.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Raiffeisen Bank International AG
171$82.3K0.0%GrowthMediumVienna, Chile2026-10-28
Elyxium Wealth, LLC
164$88.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
141$76.4K0.0%CoreLowSpringfield, MA2026-10-05
V-Square Quantitative Management LLC
141$76.4K0.0%CoreLowChicago, IL2026-10-15
Parkside Financial Bank & Trust
140$75.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
136$73.7K0.0%ETFMediumAkron, OH2026-10-13
Generali Asset Management SPA SGR
109$59.1K0.0%CoreLowTrieste, Latvia2026-10-26
Toth Financial Advisory Corp
100$54.2K0.0%CoreLowLeesburg, VA2026-10-08
Tower View Wealth Management LLC
95$51.5K0.0%MomentumMediumShorewood, WI2026-10-23
Versant Capital Management, Inc
95$51.5K0.0%GARPLowPhoenix, AZ2026-10-02
Leonteq Securities AG
91$49.3K0.0%CoreHighZurich, Switzerland2026-10-29
WPG Advisers, LLC
90$48.8K0.0%CoreLowBaltimore, MD2026-10-27
PFS Partners, LLC
83$45.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
Cape Investment Advisory, Inc.
83$45.0K0.0%ETFLowMcdonough, GA2026-10-13
Cullen T Bankers, Inc.
80$43.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Private Trust Co NA
72$39.0K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
64$34.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Gen-Wealth Partners Inc
63$34.4K0.0%CoreLowZeeland, MI2026-11-04
SJS Investment Consulting Inc.
58$31.4K0.0%ETFVery LowSylvania, OH2026-10-26
JFS Wealth Advisors, LLC
53$28.7K0.0%ETFVery LowHermitage, PA2026-11-03
Fairscale Capital, LLC
50$29.9K0.0%GrowthVery LowNashua, NH2026-11-04
Chung Wu Investment Group, LLC
50$27.1K0.0%GrowthMediumSugar Land, TX2026-11-03
Owl Creek Wealth Partners LLC
43$23.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Pinnacle Wealth Planning Services, Inc.
41$22.2K0.0%GARPLowMansfield, OH2026-10-27
Bell Investment Advisors, Inc
40$21.7K0.0%ETFVery LowOrinda, CA2026-10-29
Accordant Advisory Group Inc
38$20.6K0.0%ValueMediumAnnapolis, MD2026-10-29
Farmers & Merchants Investments Inc
38$20.6K0.0%CoreVery LowLincoln, NE2026-10-22
Entrust Financial LLC
34$18.4K0.0%ETFLowWayne, PA2026-11-04
Elevation Wealth Partners, LLC
34$18.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Meriwether Wealth & Planning, LLC
33$17.9K0.0%ETFMediumMinden, LA2026-10-13
Tradewinds Capital Management, LLC
32$17.3K0.0%ETFVery HighBellingham, WA2026-10-23
Provenance Wealth Advisors, LLC
31$16.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
29$160.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
27$16.0K0.0%ETFLowHerndon, VA2026-10-30
Private Wealth Management Group, LLC
27$14.6K0.0%ETFLowPrinceton, NJ2026-10-19
Signature Equity Partners, LLC
23$12.5K0.0%GrowthMediumColumbus, OH2026-10-29
Rakuten Securities, Inc.
22$11.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Strengthening Families & Communities, LLC
22$11.9K0.0%CoreMediumBoston, MA2026-10-21
Bare Financial Services, Inc
22$11.9K0.0%ETFVery LowGap, PA2026-11-04
Cedar Mountain Advisors, LLC
22$11.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
First Horizon Corp
21$11.4K0.0%CoreLowMemphis, TN2026-10-26
Kozak & Associates, Inc.
21$12.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Contravisory Investment Management, Inc.
19$10.3K0.0%MomentumHighNorwell, MA2026-10-13
Asset Dedication, LLC
18$9.8K0.0%ETFLowSan Francisco, CA2026-11-03
Mather Group, Llc.
18$9.8K0.0%ETFMediumChicago, IL2026-10-14
Creative Capital Management Investments LLC
16$8.7K0.0%ETFLowSan Diego, CA2026-10-28
Redwood Park Advisors LLC
15$8.1K0.0%ETFVery LowRedwood City, CA2026-11-02
Capital Advisors, Ltd. LLC
13$70.0%ETFLowShaker Heights, OH2026-10-27
Retirement Wealth Solutions LLC
12$6.5K0.0%ETFLowMarshfield, WI2026-10-07
DiNuzzo Private Wealth, Inc.
12$6.5K0.0%ETFLowBeaver, PA2026-10-16
James T. Borello RIA
12$6.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Bay Harbor Wealth Management, LLC
11$6.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Cromwell Holdings LLC
11$6.0K0.0%IndexLowJackson, WY2026-10-28
Valley National Advisers Inc
10$5.4K0.0%ETFLowBethlehem, PA2026-10-23
Nfsg Corp
10$5.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
UMB Private Wealth Management, LLC
10$5.4K0.0%GrowthN/AKansas City, MO2026-10-19
Creative Financial Designs Inc
9$4.9K0.0%ETFMediumKokomo, IN2026-11-04
Moisand Fitzgerald Tamayo, LLC
9$4.9K0.0%ETFVery LowOrlando, FL2026-10-15
Avion Wealth
8$40.0%ETFLowThe Woodlands, TX2026-11-04
Nova Financial LLC
8$4.3K0.0%N/AN/ATucson, AZ2026-11-04
Quaker Wealth Management, LLC
7$3.8K0.0%ETFMediumMoorestown, NJ2026-10-22
GK Wealth Management LLC
7$3.8K0.0%GARPVery HighReno, NV2026-10-09
USA Financial Formulas
6$3.3K0.0%ETFVery HighAda, MI2026-10-16
Proathlete Wealth Management LLC
5$2.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Gleason Group, Inc.
5$2.7K0.0%ETFVery LowProspect, KY2026-10-15
CoreCap Advisors, LLC
5$2.7K0.0%ETFMediumSouthfield, MI2026-10-08
Manchester Capital Management LLC
4$2.2K0.0%CoreLowManchester, VT2026-10-22
Brown, Lisle Ings, Inc.
4$2.2K0.0%CoreVery LowProvidence, RI2026-10-16
Physician Wealth Advisors, Inc.
4$2.2K0.0%ETFMediumMidvale, UT2026-10-20
Financial Management Professionals, Inc.
4$2.2K0.0%ETFMediumAustin, TX2026-10-23
Torren Management, LLC
3$1.6K0.0%ETFMediumSan Diego, CA2026-10-29
Ares Financial Consulting, LLC
3$1.6K0.0%CoreLowCalabasas, CA2026-10-19
Global Trust Asset Management, LLC
3$1.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Jnba Financial Advisors
3$1.6K0.0%ETFMediumBloomington, MN2026-11-03
DecisionPoint Financial, LLC
3$1.7K0.0%ETFVery LowMesa, AZ2026-10-27
William Mack & Associates, Inc.
2$1.1K0.0%ETFLowTroy, MI2026-10-27
Security National Bank
2$1.1K0.0%GrowthLowOmaha, NE2026-10-26
Sunrise Financial Services, LLC
2$1.1K0.0%ETFMediumBurien, WA2026-10-21
TFC Financial Management, Inc.
1$5420.0%ETFVery LowBoston, MA2026-10-26
Salomon & Ludwin, LLC
1$5420.0%ETFVery LowRichmond, VA2026-10-29
Albion Financial Group
1$3580.0%GrowthLowSalt Lake City, UT2026-10-21
GHP Investment Advisors, Inc.
1$5420.0%CoreVery LowDenver, CO2026-10-15
Planning Strategies Inc.
1$5420.0%ETFN/ALancaster, PA2026-10-02
Armstrong Advisory Group, Inc
1$5420.0%ETFHighNeedham, MA2026-10-09
Birchwood Financial Partners, Inc.
1$5420.0%ETFVery LowBloomington, MN2026-11-02
Align Financial, LLC
1$5420.0%ETFVery LowHermantown, MN2026-10-16
Maseco LLP
1$5420.0%ETFVery LowLondon, United Kingdom2026-10-27
Illumine Investment Management, LLC
0$4.1M2.9%Agg GrowthVery LowPoulsbo, WA2026-10-22