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Universal Display Corp (OLED)

CUSIP: 91347P105 | NYSE | Technology · Electronic Components | Mid Cap | 1694 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
13GPrimecap Management Co2,408,9245.2%New 5%+ stakeSep 30, 20262,195,818 sh (Jun 30, 2026)
13GVanguard Capital Management LLC2,309,9315.0%New 5%+ stakeSep 30, 20261,986,898 sh (Jun 30, 2026)
13GPrimecap Management Co2,408,924
5.2% of class · Sep 30, 2026New 5%+ stake
2,195,818 sh (Jun 30, 2026)
13GVanguard Capital Management LLC2,309,931
5.0% of class · Sep 30, 2026New 5%+ stake
1,986,898 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,175,135
0.0% of portfolio›$90.5M
Copeland Capital Management, LLC612,153
1.1% of portfolio›$47.2M
Bank of New York Mellon Corp302,593
0.0% of portfolio›$23.3M
MacKenzie Financial Corp289,524
0.0% of portfolio›$22.3M
Citigroup Inc216,708
0.0% of portfolio›$16.7M
Alps Advisors Inc193,897
0.1% of portfolio›$14.9M
Griffin Asset Management, Inc.142,768
1.2% of portfolio›$11.0M
Crestwood Advisors Group, LLC127,155
0.1% of portfolio›$9.8M
Crossmark Global Holdings, Inc.124,922
0.1% of portfolio›$9.6M
M&G Plc110,628
0.0% of portfolio›$8.5M
Principal Financial Group Inc97,172
0.0% of portfolio›$7.5M
ProShare Advisors LLC90,421
0.0% of portfolio›$7.0M
Fideuram Asset Management (Ireland) dac85,920
0.2% of portfolio›$7.0M
Imc-Chicago, LLC71,279
0.0% of portfolio›$5.5M
Vest Financial, LLC64,769
0.1% of portfolio›$5.0M
Xxec, Inc.60,550
6.5% of portfolio›$4.7M
Creative Planning54,418
0.0% of portfolio›$4.2M
Retirement Systems of Alabama43,620
0.0% of portfolio›$3.4M
Oppenheimer & Co Inc41,507
0.0% of portfolio›$3.2M
Assenagon Asset Management S.A.38,500
0.0% of portfolio›$3.0M
Virginia Retirement Systems ET Al37,315
0.0% of portfolio›$2.9M
New York State Teachers Retirement System35,740
0.0% of portfolio›$2.8K
Princeton Capital Management LLC34,722
0.6% of portfolio›$2.7M
General American Investors Co Inc28,009
0.1% of portfolio›$2.2M
Red Spruce Capital, LLC24,527
0.7% of portfolio›$1.9M
Arga Investment Management, LP22,362
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC21,801
0.0% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC21,445
0.1% of portfolio›$1.7M
Thrivent Financial for Lutherans20,059
0.0% of portfolio›$1.5K
Cardinal Capital Management19,756
0.2% of portfolio›$1.5M
Amalgamated Bank19,097
0.0% of portfolio›$1.5K
AMG National Trust Bank17,939
0.0% of portfolio›$1.4M
Fifth Third Bancorp16,707
0.0% of portfolio›$1.3M
Cascade Investment Advisors, Inc.15,510
0.7% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.15,432
0.0% of portfolio›$1.2K
Mutual of America Capital Management LLC15,414
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D13,966
0.0% of portfolio›$1.1M
Vestor Capital, LLC13,695
0.0% of portfolio›$158
Louisiana State Employees Retirement System12,600
0.0% of portfolio›$970.7K
Ledgewood Wealth Advisors, LLC12,550
0.5% of portfolio›$966.9K
Commonwealth Equity Services, LLC12,355
0.0% of portfolio›$951.8K
Arizona State Retirement System12,190
0.0% of portfolio›$939.1K
Sigma Planning Corp12,101
0.0% of portfolio›$932.3K
Y-Intercept (Hong Kong) Ltd12,056
0.0% of portfolio›$928.8K
Yousif Capital Management, LLC11,009
0.0% of portfolio›$848.1K
AGF Management LTD10,700
0.0% of portfolio›$824.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,094
0.0% of portfolio›$777.6K
State of Michigan Retirement System9,905
0.0% of portfolio›$763.1K
Montag A & Associates Inc9,518
0.0% of portfolio›$733.3K
New Mexico Educational Retirement Board8,900
0.0% of portfolio›$686
Oregon Public Employees Retirement Fund8,783
0.0% of portfolio›$676.6K
Chicago Partners Investment Group LLC8,428
0.0% of portfolio›$733.1K
US Bancorp \de\8,002
0.0% of portfolio›$616.5K
American Assets Inc8,000
0.2% of portfolio›$616.3K
Spectrum Strategic Capital Management, LLC7,997
0.3% of portfolio›$616.1K
Lido Advisors, LLC7,847
0.0% of portfolio›$604.6K
Harbor Capital Advisors, Inc.7,581
0.0% of portfolio›$584
Fulcrum Asset Management LLP7,333
0.0% of portfolio›$558.5K
Byrne Asset Management LLC7,141
0.3% of portfolio›$552.6K
Pictet Asset Management Holding SA6,827
0.0% of portfolio›$526.0K
Bernardo Wealth Planning LLC6,802
0.0% of portfolio›$524.0K
State of Wyoming6,570
0.0% of portfolio›$506.2K
Xponance LLC6,569
0.0% of portfolio›$506.1K
State of Alaska, Department of Revenue6,561
0.0% of portfolio›$504
Green Alpha Advisors, LLC6,352
0.3% of portfolio›$489.3K
Certuity, LLC6,046
0.0% of portfolio›$465.8K
Apollon Wealth Management, LLC6,027
0.0% of portfolio›$464.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,629
0.0% of portfolio›$433.7K
Truist Financial Corp5,404
0.0% of portfolio›$416.3K
TD Waterhouse Canada Inc.5,262
0.0% of portfolio›$407.8K
Clear Creek Financial Management, LLC5,092
0.0% of portfolio›$392.3K
Apella Capital, LLC5,022
0.0% of portfolio›$387.8K
SEB Asset Management AB4,455
0.0% of portfolio›$343.2K
Forum Financial Management, LP3,893
0.0% of portfolio›$299.9K
TD Private Client Wealth LLC3,613
0.0% of portfolio›$278.3K
NorthCrest Asset Manangement, LLC3,605
0.0% of portfolio›$262.8K
Alchemi Wealth, LLC3,334
0.1% of portfolio›$256.9K
Strid Group, LLC3,157
0.0% of portfolio›$243.2K
HUB Investment Partners, LLC3,005
0.0% of portfolio›$231.5K
Elco Management Co., LLC3,000
0.1% of portfolio›$231.1K
Destiny Wealth Partners, LLC2,957
0.0% of portfolio›$265.7K
AlphaCore Capital LLC2,774
0.0% of portfolio›$213.7K
Axxion S.A.2,508
0.0% of portfolio›$193.2K
Larson Financial Group LLC2,385
0.0% of portfolio›$183.7K
Strs Ohio2,201
0.0% of portfolio›$169.6K
Wilmington Savings Fund Society, FSB2,024
0.0% of portfolio›$155.9K
Covestor Ltd1,694
0.0% of portfolio›$131
Sterling Capital Management LLC1,221
0.0% of portfolio›$94.1K
KBC Group NV1,190
0.0% of portfolio›$92
Central Trust Co1,115
0.0% of portfolio›$85.9K
DekaBank Deutsche Girozentrale1,083
0.0% of portfolio›$83
Parallel Advisors, LLC1,021
0.0% of portfolio›$78.7K
Global X Japan Co., Ltd.966
0.0% of portfolio›$74.4K
Gamma Investing LLC965
0.0% of portfolio›$74.3K
Signaturefd, LLC936
0.0% of portfolio›$72.1K
Simplex Trading, LLC859
0.0% of portfolio›$66.2K
Farther Finance Advisors, LLC712
0.0% of portfolio›$54.8K
Versant Capital Management, Inc703
0.0% of portfolio›$54.2K
Elevation Wealth Partners, LLC667
0.0% of portfolio›$51.4K
Kozak & Associates, Inc.643
0.0% of portfolio›$58.2K
Bayforest Capital Ltd578
0.1% of portfolio›$44.5K
RHL Group, LLC520
0.0% of portfolio›$40.1K
Essential Partners LLC443
0.0% of portfolio›$34.1K
Morton Brown Family Wealth, LLC434
0.0% of portfolio›$33.4K
EverSource Wealth Advisors, LLC409
0.0% of portfolio›$31.5K
Nfsg Corp400
0.0% of portfolio›$30.8K
Duncker Streett & Co Inc400
0.0% of portfolio›$30.8K
Nova Financial LLC365
0.0% of portfolio›$28.1K
Pension & Wealth Management Advisors, Inc.363
0.0% of portfolio›$28.0K
Heritage Family Offices, LLP356
0.0% of portfolio›$27.4K
Harbor Investment Advisory, LLC250
0.0% of portfolio›$19.3K
Assetmark, Inc217
0.0% of portfolio›$16.7K
Nisa Investment Advisors, LLC207
0.0% of portfolio›$15.9K
Parkside Financial Bank & Trust205
0.0% of portfolio›$15.8K
Citizens National Bank Trust Department200
0.0% of portfolio›$15.4K
Tsfg, LLC196
0.0% of portfolio›$15
SBI Securities Co., Ltd.162
0.0% of portfolio›$12.5K
James T. Borello RIA153
0.0% of portfolio›$11.8K
Private Wealth Management Group, LLC145
0.0% of portfolio›$11.2K
MassMutual Private Wealth & Trust, FSB130
0.0% of portfolio›$10.0K
Mitsubishi UFJ Asset Management Co., Ltd.129
0.0% of portfolio›$9.9K
Root Financial Partners, LLC125
0.0% of portfolio›$9.6K
True Wealth Design, LLC120
0.0% of portfolio›$9.2K
Mosley Wealth Management118
0.0% of portfolio›$9.3K
1620 Investment Advisors, Inc.103
0.0% of portfolio›$7.9K
Trifecta Capital Advisors, LLC100
0.0% of portfolio›$7.7K
Elyxium Wealth, LLC99
0.0% of portfolio›$7.6K
IFP Advisors, Inc59
0.0% of portfolio›$4.5K
Capital Advisors, Ltd. LLC47
0.0% of portfolio›$4
Farmers & Merchants Investments Inc39
0.0% of portfolio›$3.0K
Fortitude Family Office, LLC37
0.0% of portfolio›$2.9K
Lanark Financial, Inc.30
0.0% of portfolio›$2.3K
Rossby Financial, LCC29
0.0% of portfolio›$2.2K
Leonteq Securities AG27
0.0% of portfolio›$2.1K
Silver Grove Financial Group, Inc.24
0.0% of portfolio›$1.8K
GoalVest Advisory LLC20
0.0% of portfolio›$1.5K
Avion Wealth19
0.0% of portfolio›$1
CX Institutional19
0.0% of portfolio›$1
SJS Investment Consulting Inc.17
0.0% of portfolio›$1.3K
First Horizon Corp16
0.0% of portfolio›$1.2K
Cromwell Holdings LLC12
0.0% of portfolio›$924
UMB Private Wealth Management, LLC11
0.0% of portfolio›$847
Bell Investment Advisors, Inc11
0.0% of portfolio›$848
Owl Creek Wealth Partners LLC10
0.0% of portfolio›$771
Ares Financial Consulting, LLC9
0.0% of portfolio›$693
Physician Wealth Advisors, Inc.9
0.0% of portfolio›$694
Activest Wealth Management7
0.0% of portfolio›$539
Arlington Trust Co LLC7
0.0% of portfolio›$539
Country Trust Bank6
0.0% of portfolio›$462
Pinnacle Wealth Planning Services, Inc.6
0.0% of portfolio›$462
Creative Capital Management Investments LLC6
0.0% of portfolio›$462
Gilpin Wealth Management, LLC5
0.0% of portfolio›$386
JFS Wealth Advisors, LLC5
0.0% of portfolio›$386
Birch Financial Group, LLC4
0.0% of portfolio›$278
Manchester Capital Management LLC4
0.0% of portfolio›$309
Trust Co3
0.0% of portfolio›$231
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$154
Foresight Capital Management Advisors, Inc.2
0.0% of portfolio›$154
WPG Advisers, LLC2
0.0% of portfolio›$154
DiNuzzo Private Wealth, Inc.2
0.0% of portfolio›$155
DecisionPoint Financial, LLC1
0.0% of portfolio›$78
American Capital Advisory, LLC1
0.0% of portfolio›$78
GK Wealth Management LLC1
0.0% of portfolio›$64
Quaker Wealth Management, LLC1
0.0% of portfolio›$78
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$77
Planning Strategies Inc.1
0.0% of portfolio›$77
Retirement Wealth Solutions LLC0
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,175,135$90.5M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
612,153$47.2M1.1%ValueMediumConshohocken, PA2026-10-13
Bank of New York Mellon Corp
302,593$23.3M0.0%CoreLowNew York, NY2026-11-05
MacKenzie Financial Corp
289,524$22.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
216,708$16.7M0.0%CoreMediumNew York, NY2026-11-04
Alps Advisors Inc
193,897$14.9M0.1%YieldLowDenver, CO2026-11-03
Griffin Asset Management, Inc.
142,768$11.0M1.2%CoreLowNew York, NY2026-10-22
Crestwood Advisors Group, LLC
127,155$9.8M0.1%GrowthLowBoston, MA2026-10-27
Crossmark Global Holdings, Inc.
124,922$9.6M0.1%GARPMediumHouston, TX2026-10-21
M&G Plc
110,628$8.5M0.0%CoreMediumLondon, United Kingdom2026-11-04
Principal Financial Group Inc
97,172$7.5M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
90,421$7.0M0.0%GrowthLowBethesda, MD2026-10-29
Fideuram Asset Management (Ireland) dac
85,920$7.0M0.2%CoreHighDublin 1, Lithuania2026-10-29
Imc-Chicago, LLC
71,279$5.5M0.0%GARPVery HighChicago, IL2026-11-05
Vest Financial, LLC
64,769$5.0M0.1%ValueMediumMclean, VA2026-10-21
Xxec, Inc.
60,550$4.7M6.5%ValueMediumTulsa, OK2026-11-05
Creative Planning
54,418$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Retirement Systems of Alabama
43,620$3.4M0.0%IndexLowMontgomery, AL2026-11-04
Oppenheimer & Co Inc
41,507$3.2M0.0%CoreLowNew York, NY2026-10-26
Assenagon Asset Management S.A.
38,500$3.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Virginia Retirement Systems ET Al
37,315$2.9M0.0%CoreMediumRichmond, VA2026-10-28
New York State Teachers Retirement System
35,740$2.8K0.0%CoreVery LowAlbany, NY2026-10-22
Princeton Capital Management LLC
34,722$2.7M0.6%Agg GrowthLowRed Bank, NJ2026-10-27
General American Investors Co Inc
28,009$2.2M0.1%CoreLowNew York, NY2026-11-02
Red Spruce Capital, LLC
24,527$1.9M0.7%GrowthMediumBerwyn, PA2026-10-07
Arga Investment Management, LP
22,362$1.7M0.0%Deep ValueHighMiami, FL2026-10-30
Wealth Enhancement Advisory Services, LLC
21,801$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Linden Thomas Advisory Services, LLC
21,445$1.7M0.1%CoreLowCharlotte, NC2026-10-19
Thrivent Financial for Lutherans
20,059$1.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Cardinal Capital Management
19,756$1.5M0.2%ValueVery LowRaleigh, NC2026-10-21
Amalgamated Bank
19,097$1.5K0.0%CoreVery LowNew York, NY2026-10-23
AMG National Trust Bank
17,939$1.4M0.0%ETFLowGreenwood Village, CO2026-11-05
Fifth Third Bancorp
16,707$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Cascade Investment Advisors, Inc.
15,510$1.2M0.7%ValueLowOregon City, OR2026-11-02
Cambridge Investment Research Advisors, Inc.
15,432$1.2K0.0%ETFLowFairfield, IA2026-11-02
Mutual of America Capital Management LLC
15,414$1.2M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
13,966$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Vestor Capital, LLC
13,695$1580.0%ValueMediumChicago, IL2026-11-04
Louisiana State Employees Retirement System
12,600$970.7K0.0%IndexLowBaton Rouge, LA2026-10-20
Ledgewood Wealth Advisors, LLC
12,550$966.9K0.5%ETFLowExeter, NH2026-10-09
Commonwealth Equity Services, LLC
12,355$951.8K0.0%ETFLowWaltham, MA2026-11-02
Arizona State Retirement System
12,190$939.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Sigma Planning Corp
12,101$932.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Y-Intercept (Hong Kong) Ltd
12,056$928.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Yousif Capital Management, LLC
11,009$848.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
AGF Management LTD
10,700$824.3K0.0%GrowthHighToronto, Australia2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
10,094$777.6K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
9,905$763.1K0.0%IndexLowEast Lansing, MI2026-10-27
Montag A & Associates Inc
9,518$733.3K0.0%CoreLowAtlanta, GA2026-10-29
New Mexico Educational Retirement Board
8,900$6860.0%IndexVery LowSanta Fe, NM2026-11-05
Oregon Public Employees Retirement Fund
8,783$676.6K0.0%IndexVery LowTigard, OR2026-10-30
Chicago Partners Investment Group LLC
8,428$733.1K0.0%GARPLowChicago, IL2026-10-27
US Bancorp \de\
8,002$616.5K0.0%IndexLowMinneapolis, MN2026-11-05
American Assets Inc
8,000$616.3K0.2%YieldVery LowSan Diego, CA2026-10-30
Spectrum Strategic Capital Management, LLC
7,997$616.1K0.3%ETFMediumCorvallis, OR2026-10-22
Lido Advisors, LLC
7,847$604.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Harbor Capital Advisors, Inc.
7,581$5840.0%ValueHighChicago, IL2026-10-22
Fulcrum Asset Management LLP
7,333$558.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Byrne Asset Management LLC
7,141$552.6K0.3%CoreLowKingston, NJ2026-10-06
Pictet Asset Management Holding SA
6,827$526.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Bernardo Wealth Planning LLC
6,802$524.0K0.0%ETFVery LowHarleysville, PA2026-10-23
State of Wyoming
6,570$506.2K0.0%ValueHighCheyenne, WY2026-10-28
Xponance LLC
6,569$506.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Alaska, Department of Revenue
6,561$5040.0%CoreVery LowJuneau, AK2026-10-15
Green Alpha Advisors, LLC
6,352$489.3K0.3%GrowthLowNiwot, CO2026-10-08
Certuity, LLC
6,046$465.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Apollon Wealth Management, LLC
6,027$464.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,629$433.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Truist Financial Corp
5,404$416.3K0.0%CoreLowCharlotte, NC2026-10-30
TD Waterhouse Canada Inc.
5,262$407.8K0.0%CoreLowToronto, Australia2026-10-16
Clear Creek Financial Management, LLC
5,092$392.3K0.0%ETFMediumSilverdale, WA2026-10-28
Apella Capital, LLC
5,022$387.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
SEB Asset Management AB
4,455$343.2K0.0%CoreN/AStockholm, Sweden2026-11-04
Forum Financial Management, LP
3,893$299.9K0.0%ETFLowLombard, IL2026-10-16
TD Private Client Wealth LLC
3,613$278.3K0.0%ETFLowNew York, NY2026-10-28
NorthCrest Asset Manangement, LLC
3,605$262.8K0.0%GrowthLowPlymouth, MN2026-10-13
Alchemi Wealth, LLC
3,334$256.9K0.1%CoreLowEssex, CT2026-11-04
Strid Group, LLC
3,157$243.2K0.0%ETFLowNewtown Square, PA2026-10-28
HUB Investment Partners, LLC
3,005$231.5K0.0%GrowthLowAustin, TX2026-11-03
Elco Management Co., LLC
3,000$231.1K0.1%CoreLowNew York, NY2026-10-14
Destiny Wealth Partners, LLC
2,957$265.7K0.0%ETFMediumTavares, FL2026-11-05
AlphaCore Capital LLC
2,774$213.7K0.0%ETFLowLa Jolla, CA2026-11-04
Axxion S.A.
2,508$193.2K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Larson Financial Group LLC
2,385$183.7K0.0%GrowthLowSt Louis, MO2026-11-05
Strs Ohio
2,201$169.6K0.0%CoreMediumColumbus, OH2026-10-30
Wilmington Savings Fund Society, FSB
2,024$155.9K0.0%CoreLowWilmington, DE2026-10-23
Covestor Ltd
1,694$1310.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
1,221$94.1K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
1,190$920.0%CoreMediumBrussels, Czech Republic2026-10-22
Central Trust Co
1,115$85.9K0.0%CoreLowJefferson City, MO2026-11-05
DekaBank Deutsche Girozentrale
1,083$830.0%CoreLowFrankfurt, Hong Kong2026-10-27
Parallel Advisors, LLC
1,021$78.7K0.0%IndexLowSan Francisco, CA2026-11-03
Global X Japan Co., Ltd.
966$74.4K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Gamma Investing LLC
965$74.3K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
936$72.1K0.0%IndexLowAtlanta, GA2026-10-23
Simplex Trading, LLC
859$66.2K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
712$54.8K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
703$54.2K0.0%GARPLowPhoenix, AZ2026-10-02
Elevation Wealth Partners, LLC
667$51.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Kozak & Associates, Inc.
643$58.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Bayforest Capital Ltd
578$44.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
RHL Group, LLC
520$40.1K0.0%ETFVery HighHolly, MI2026-11-04
Essential Partners LLC
443$34.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Morton Brown Family Wealth, LLC
434$33.4K0.0%ETFVery LowAllentown, PA2026-10-23
EverSource Wealth Advisors, LLC
409$31.5K0.0%CoreMediumBirmingham, AL2026-11-04
Nfsg Corp
400$30.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Duncker Streett & Co Inc
400$30.8K0.0%GrowthLowSt. Louis, MO2026-10-27
Nova Financial LLC
365$28.1K0.0%N/AN/ATucson, AZ2026-11-04
Pension & Wealth Management Advisors, Inc.
363$28.0K0.0%ETFLowWaltham, MA2026-10-16
Heritage Family Offices, LLP
356$27.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Harbor Investment Advisory, LLC
250$19.3K0.0%GrowthLowLutherville, MD2026-10-13
Assetmark, Inc
217$16.7K0.0%ETFLowConcord, CA2026-10-21
Nisa Investment Advisors, LLC
207$15.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parkside Financial Bank & Trust
205$15.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Citizens National Bank Trust Department
200$15.4K0.0%CoreVery LowMeridian, MS2026-11-04
Tsfg, LLC
196$150.0%ETFLowLake Forest, IL2026-10-23
SBI Securities Co., Ltd.
162$12.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
James T. Borello RIA
153$11.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Private Wealth Management Group, LLC
145$11.2K0.0%ETFLowPrinceton, NJ2026-10-19
MassMutual Private Wealth & Trust, FSB
130$10.0K0.0%CoreLowSpringfield, MA2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.
129$9.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Root Financial Partners, LLC
125$9.6K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
120$9.2K0.0%ETFMediumAkron, OH2026-10-13
Mosley Wealth Management
118$9.3K0.0%ETFHighAnaheim, CA2026-10-16
1620 Investment Advisors, Inc.
103$7.9K0.0%ValueLowPlymouth, MA2026-11-04
Trifecta Capital Advisors, LLC
100$7.7K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Elyxium Wealth, LLC
99$7.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
IFP Advisors, Inc
59$4.5K0.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
47$40.0%ETFLowShaker Heights, OH2026-10-27
Farmers & Merchants Investments Inc
39$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
Fortitude Family Office, LLC
37$2.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Lanark Financial, Inc.
30$2.3K0.0%CoreMediumBirmingham, AL2026-10-26
Rossby Financial, LCC
29$2.2K0.0%ETFMediumMelbourne, FL2026-11-05
Leonteq Securities AG
27$2.1K0.0%CoreHighZurich, Switzerland2026-10-29
Silver Grove Financial Group, Inc.
24$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
GoalVest Advisory LLC
20$1.5K0.0%ETFMediumNew York, NY2026-10-02
Avion Wealth
19$10.0%ETFLowThe Woodlands, TX2026-11-04
CX Institutional
19$10.0%CoreMediumAuburn, IN2026-10-02
SJS Investment Consulting Inc.
17$1.3K0.0%ETFVery LowSylvania, OH2026-10-26
First Horizon Corp
16$1.2K0.0%CoreLowMemphis, TN2026-10-26
Cromwell Holdings LLC
12$9240.0%IndexLowJackson, WY2026-10-28
UMB Private Wealth Management, LLC
11$8470.0%GrowthN/AKansas City, MO2026-10-19
Bell Investment Advisors, Inc
11$8480.0%ETFVery LowOrinda, CA2026-10-29
Owl Creek Wealth Partners LLC
10$7710.0%IndexLowGreenwood Village, CO2026-10-20
Ares Financial Consulting, LLC
9$6930.0%CoreLowCalabasas, CA2026-10-19
Physician Wealth Advisors, Inc.
9$6940.0%ETFMediumMidvale, UT2026-10-20
Activest Wealth Management
7$5390.0%ETFLowAventura, FL2026-10-15
Arlington Trust Co LLC
7$5390.0%ETFMediumBirmingham, AL2026-10-20
Country Trust Bank
6$4620.0%GrowthLowBloomington, IL2026-10-30
Pinnacle Wealth Planning Services, Inc.
6$4620.0%GARPLowMansfield, OH2026-10-27
Creative Capital Management Investments LLC
6$4620.0%ETFLowSan Diego, CA2026-10-28
Gilpin Wealth Management, LLC
5$3860.0%GrowthLowDenver, CO2026-10-09
JFS Wealth Advisors, LLC
5$3860.0%ETFVery LowHermitage, PA2026-11-03
Birch Financial Group, LLC
4$2780.0%CoreLowKeene, NH2026-10-27
Manchester Capital Management LLC
4$3090.0%CoreLowManchester, VT2026-10-22
Trust Co
3$2310.0%ETFVery LowManhattan, KS2026-10-09
Caitong International Asset Management Co., Ltd
2$1540.0%GrowthVery HighHong Kong, South Korea2026-10-29
Foresight Capital Management Advisors, Inc.
2$1540.0%CoreMediumSaline, MI2026-10-27
WPG Advisers, LLC
2$1540.0%CoreLowBaltimore, MD2026-10-27
DiNuzzo Private Wealth, Inc.
2$1550.0%ETFLowBeaver, PA2026-10-16
DecisionPoint Financial, LLC
1$780.0%ETFVery LowMesa, AZ2026-10-27
American Capital Advisory, LLC
1$780.0%ETFLowKetchum, ID2026-10-28
GK Wealth Management LLC
1$640.0%GARPVery HighReno, NV2026-10-09
Quaker Wealth Management, LLC
1$780.0%ETFMediumMoorestown, NJ2026-10-22
Bay Harbor Wealth Management, LLC
1$770.0%ETFMediumHunt Valley, MD2026-11-03
Planning Strategies Inc.
1$770.0%ETFN/ALancaster, PA2026-10-02
Retirement Wealth Solutions LLC
0$150.0%ETFLowMarshfield, WI2026-10-07