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Vaneck IG Floating Rate ETF (FLTR)

CUSIP: 92189F486 | NYSE | 608 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/AFirst Trust Portfolios L.P.5,846,3114.4%Newly reportedSep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.5,846,311
4.4% of class · Sep 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Pinnacle Wealth Planning Services, Inc.3,080,523
7.7% of portfolio›$78.8M
Fusion Capital, LLC1,708,837
9.6% of portfolio›$43.7M
Twelve Points Wealth Management LLC1,223,520
5.8% of portfolio›$31.3M
Insight Wealth Strategies, LLC1,138,827
2.9% of portfolio›$29.1M
Creative Planning801,400
0.0% of portfolio›$20.5M
Demars Financial Group, LLC717,093
4.8% of portfolio›$18.4M
Cambridge Investment Research Advisors, Inc.641,062
0.0% of portfolio›$16.4K
White Pine Investment Co588,306
0.0% of portfolio›$15.1K
Deseret Mutual Benefit Administrators548,555
4.9% of portfolio›$14.0M
Lane Brothers & Co Inc516,199
13.3% of portfolio›$13.2M
Parsons Capital Management Inc513,147
0.6% of portfolio›$13.1M
Elevatus Welath Management476,630
2.9% of portfolio›$12.2M
Compass Financial Management LLC418,921
1.2% of portfolio›$10.7M
Ferguson Shapiro LLC412,208
3.1% of portfolio›$10.5M
Anson Capital, Inc.386,053
6.4% of portfolio›$9.9M
AlphaStar Capital Management, LLC340,327
0.5% of portfolio›$8.7M
Virtue Capital Management, LLC331,932
1.1% of portfolio›$8.5M
Redhawk Wealth Advisors, Inc.329,073
0.9% of portfolio›$8.4M
Focus Financial Network, Inc.326,802
0.3% of portfolio›$8.4M
Meriwether Wealth & Planning, LLC321,687
3.7% of portfolio›$8.2M
Destiny Wealth Partners, LLC305,595
0.8% of portfolio›$7.8M
Verdence Capital Advisors LLC281,356
0.3% of portfolio›$7.2M
Avalon Capital Management276,639
1.6% of portfolio›$7.1M
Clear Creek Financial Management, LLC253,157
0.5% of portfolio›$6.5M
Montis Financial, LLC244,754
1.3% of portfolio›$6.3M
Sovran Advisors, LLC244,022
0.4% of portfolio›$6.2M
Pension & Wealth Management Advisors, Inc.235,752
1.4% of portfolio›$6.0M
Farther Finance Advisors, LLC226,886
0.0% of portfolio›$5.8M
KFA Private Wealth Group, LLC207,307
1.2% of portfolio›$5.3M
Kestra Advisory Services, LLC199,514
0.0% of portfolio›$5.1M
Kestra Private Wealth Services, LLC173,377
0.0% of portfolio›$4.4M
TD Waterhouse Canada Inc.168,619
0.0% of portfolio›$4.3M
Mission Wealth Management, LP167,617
0.1% of portfolio›$4.3M
North Star Investment Management Corp.158,026
0.2% of portfolio›$4.0M
Asset One Wealth Management LLC151,749
0.3% of portfolio›$3.9M
CWC Advisors, Llc.144,200
1.7% of portfolio›$3.7M
High Note Wealth, LLC143,711
0.6% of portfolio›$3.7M
Eagle Harbor Asset Management Inc138,961
2.7% of portfolio›$3.6M
Smith Thornton Advisors LLC135,398
1.5% of portfolio›$3.5M
First Heartland Consultants, Inc.134,860
0.2% of portfolio›$3.5M
Redwood Financial Network Corp134,397
1.9% of portfolio›$3.4M
AlphaCore Capital LLC128,710
0.1% of portfolio›$3.3M
Fortune Financial Group, Inc.127,060
2.9% of portfolio›$3.3M
Basso Capital Management, L.P.118,378
0.7% of portfolio›$3.0M
Fifth Third Securities, Inc.114,302
0.1% of portfolio›$2.9M
Yanni & Associates Investment Advisors, LLC109,997
2.6% of portfolio›$2.8M
Howard Wealth Management, LLC107,970
1.0% of portfolio›$2.8M
Orba Wealth Advisors, L.L.C.94,807
2.1% of portfolio›$2.4M
Vista Investment Partners II, LLC93,323
1.0% of portfolio›$2.4M
Oppenheimer & Co Inc81,588
0.0% of portfolio›$2.1M
Park Avenue Securities LLC80,301
0.0% of portfolio›$2.1K
Hosking Partners LLP77,978
0.2% of portfolio›$5.8M
EverSource Wealth Advisors, LLC77,346
0.1% of portfolio›$2.0M
Dynamic Advisor Solutions LLC71,756
0.1% of portfolio›$1.8M
Advisor OS, LLC62,778
0.1% of portfolio›$1.6M
Entrust Financial LLC59,052
0.7% of portfolio›$1.5M
Koshinski Asset Management, Inc.57,432
0.1% of portfolio›$1.5M
PFG Advisors57,395
0.1% of portfolio›$1.5M
Harbor Asset Planning, Inc.57,366
1.1% of portfolio›$1.5M
IFP Advisors, Inc54,104
0.0% of portfolio›$1.4M
Vima LLC50,603
1.3% of portfolio›$1.3M
WealthPlan Investment Management, LLC49,638
0.1% of portfolio›$1.3M
Optivise Advisory Services LLC49,111
0.6% of portfolio›$1.3M
Milestone Asset Management, LLC46,766
0.2% of portfolio›$1.2M
WealthPLAN Partners, LLC46,103
0.2% of portfolio›$1.2M
Wespac Advisors, LLC45,556
0.6% of portfolio›$1.2M
Atria Investments, Inc44,488
0.0% of portfolio›$1.1M
City Center Advisors, LLC43,055
0.8% of portfolio›$1.1M
Keybank National Association42,819
0.0% of portfolio›$1.1M
Cascade Investment Group, Inc.42,100
0.6% of portfolio›$1.1M
Opal Wealth Advisors, LLC41,822
0.2% of portfolio›$1.1M
WBH Advisory Inc39,391
0.1% of portfolio›$1.0M
Whipplewood Advisors, LLC39,263
0.7% of portfolio›$1.0M
Royal Fund Management, LLC38,490
0.1% of portfolio›$985.0K
Integrated Advisors Network LLC38,045
0.0% of portfolio›$973.6K
Concord Wealth Partners37,974
0.1% of portfolio›$971.8K
Lionsbridge Wealth Management LLC37,926
1.1% of portfolio›$970.5K
Mirador Capital Partners LP37,105
0.1% of portfolio›$949.5K
Integrity Alliance, Llc.35,608
0.0% of portfolio›$911.2K
Brookstone Capital Management34,535
0.0% of portfolio›$883.8K
Creative Financial Designs Inc33,559
0.0% of portfolio›$858.8K
Kohmann Bosshard Financial Services, LLC32,442
0.1% of portfolio›$830.2K
Mezzasalma Advisors, LLC31,278
0.2% of portfolio›$800.4K
Keudell ison Wealth Management31,032
0.1% of portfolio›$794.1K
Mirae Asset Global Investments Co., Ltd.30,968
0.0% of portfolio›$792.5K
Silvia Mccoll Wealth Management, LLC30,963
0.5% of portfolio›$792.3K
Bright Futures Wealth Management, Llc.30,494
0.5% of portfolio›$780.3K
VestGen Advisors, LLC27,060
0.0% of portfolio›$692.5K
Concurrent Investment Advisors, LLC27,043
0.0% of portfolio›$692.0K
Tucker Asset Management LLC26,655
0.2% of portfolio›$682.1K
Commonwealth Equity Services, LLC26,445
0.0% of portfolio›$676.7K
MGO One Seven LLC25,672
0.0% of portfolio›$656.9K
Grantvest Financial Group LLC24,968
0.4% of portfolio›$638.9K
Ted Buchan & Co24,200
0.2% of portfolio›$619.3K
Perigon Wealth Management, LLC23,779
0.0% of portfolio›$608.5K
Valley Wealth Managers, Inc.23,636
0.0% of portfolio›$604.8K
RKL Wealth Management LLC22,906
0.0% of portfolio›$586.2K
SeaCrest Wealth Management, LLC21,033
0.1% of portfolio›$538.2K
Concord Asset Management, LLC20,259
0.1% of portfolio›$518.4K
Independent Wealth Network Inc.20,173
0.1% of portfolio›$516.2K
Centurion Wealth Management LLC20,000
0.1% of portfolio›$511.8K
Signal Advisors Wealth, LLC19,988
0.0% of portfolio›$511.5K
Avior Wealth Management, LLC18,196
0.0% of portfolio›$465.6K
Sugar Maple Asset Management, LLC17,673
0.3% of portfolio›$452.3K
Vise Technologies, Inc.16,648
0.0% of portfolio›$426.0K
Root Financial Partners, LLC16,285
0.0% of portfolio›$416.7K
Kelly Financial Services LLC15,132
0.1% of portfolio›$387.2K
Robertson Stephens Wealth Management, LLC13,525
0.0% of portfolio›$346.1K
Verus Capital Partners, LLC13,100
0.0% of portfolio›$335.2K
Seelaus Asset Management LLC13,000
0.2% of portfolio›$332.7K
Heck Capital Advisors, LLC12,979
0.0% of portfolio›$332.1K
Northwest Wealth Management, LLC12,617
0.0% of portfolio›$322.9K
AGF Management LTD12,610
0.0% of portfolio›$322.7K
Capital Asset Advisory Services LLC11,250
0.0% of portfolio›$287.7K
Sheets Smith Wealth Management10,735
0.0% of portfolio›$274.7K
Boyce & Associates Wealth Consulting, Inc.10,607
0.2% of portfolio›$271.4K
Burke & Herbert Bank & Trust Co10,360
0.1% of portfolio›$265.1K
Third View Private Wealth, LLC10,356
0.0% of portfolio›$265.0K
Andrew Hill Investment Advisors, Inc.10,354
0.2% of portfolio›$265.0K
Wealth Enhancement Advisory Services, LLC10,177
0.0% of portfolio›$259.9K
Ryan Investment Management, Inc.9,935
0.1% of portfolio›$254.2K
FIG Financial Advisory Services Inc9,568
0.1% of portfolio›$244.8K
Acorn Wealth Advisors, LLC9,421
0.1% of portfolio›$241.1K
Quantum Financial Partners LLC9,230
0.1% of portfolio›$236.2K
Quadrant Private Wealth Management, LLC9,218
0.0% of portfolio›$235.9K
Axxcess Wealth Management, LLC8,373
0.0% of portfolio›$214.3K
Silverlake Wealth Management LLC8,190
0.0% of portfolio›$209.6K
Alpine Bank Wealth Management8,168
0.0% of portfolio›$209.0K
Eastern Bank4,788
0.0% of portfolio›$122.5K
Nova Financial LLC2,305
0.0% of portfolio›$59.0K
Elevated Capital Advisors, LLC2,192
0.0% of portfolio›$56.1K
Private Trust Co NA2,167
0.0% of portfolio›$55.5K
Nemes Rush Group LLC1,980
0.0% of portfolio›$50.7K
Signature Equity Partners, LLC1,746
0.0% of portfolio›$44.7K
Capital Investment Advisory Services, LLC1,414
0.0% of portfolio›$36.2K
Heritage Family Offices, LLP1,257
0.0% of portfolio›$32.2K
Ashton Thomas Private Wealth, LLC983
0.0% of portfolio›$25.2K
Pinnacle Bancorp, Inc.782
0.0% of portfolio›$20.0K
Spire Wealth Management760
0.0% of portfolio›$19.4K
Assetmark, Inc732
0.0% of portfolio›$18.7K
Transce3nd, LLC651
0.0% of portfolio›$16.6K
Triumph Capital Management550
0.0% of portfolio›$14.1K
1620 Investment Advisors, Inc.400
0.0% of portfolio›$10.2K
Golden State Wealth Management, LLC65
0.0% of portfolio›$1.7K
Allspring Global Investments Holdings, LLC19
0.0% of portfolio›$485
StyleTurnoverLocationFiled
Pinnacle Wealth Planning Services, Inc.
3,080,523$78.8M7.7%GARPLowMansfield, OH2026-10-27
Fusion Capital, LLC
1,708,837$43.7M9.6%GrowthLowMt. Pleasant, SC2026-10-28
Twelve Points Wealth Management LLC
1,223,520$31.3M5.8%ETFMediumConcord, MA2026-11-03
Insight Wealth Strategies, LLC
1,138,827$29.1M2.9%ETFHighSan Ramon, CA2026-10-09
Creative Planning
801,400$20.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Demars Financial Group, LLC
717,093$18.4M4.8%ETFLowSpokane Valley, WA2026-10-22
Cambridge Investment Research Advisors, Inc.
641,062$16.4K0.0%ETFLowFairfield, IA2026-11-02
White Pine Investment Co
588,306$15.1K0.0%ETFVery LowLivonia, MI2026-10-15
Deseret Mutual Benefit Administrators
548,555$14.0M4.9%CoreMediumSalt Lake City, UT2026-11-04
Lane Brothers & Co Inc
516,199$13.2M13.3%ETFLowPrescott, AZ2026-11-02
Parsons Capital Management Inc
513,147$13.1M0.6%CoreLowProvidence, RI2026-10-28
Elevatus Welath Management
476,630$12.2M2.9%GrowthHighVictor, NY2026-10-19
Compass Financial Management LLC
418,921$10.7M1.2%CoreN/ATampa, FL2026-10-30
Ferguson Shapiro LLC
412,208$10.5M3.1%ETFHighDecatur, GA2026-10-16
Anson Capital, Inc.
386,053$9.9M6.4%ETFLowTyrone, GA2026-10-23
AlphaStar Capital Management, LLC
340,327$8.7M0.5%ETFMediumCornelius, NC2026-10-16
Virtue Capital Management, LLC
331,932$8.5M1.1%GrowthHighBrentwood, TN2026-10-29
Redhawk Wealth Advisors, Inc.
329,073$8.4M0.9%ETFHighMinneapolis, MN2026-10-14
Focus Financial Network, Inc.
326,802$8.4M0.3%ETFLowMinneapolis, MN2026-10-14
Meriwether Wealth & Planning, LLC
321,687$8.2M3.7%ETFMediumMinden, LA2026-10-13
Destiny Wealth Partners, LLC
305,595$7.8M0.8%ETFMediumTavares, FL2026-11-05
Verdence Capital Advisors LLC
281,356$7.2M0.3%CoreMediumHunt Valley, MD2026-10-26
Avalon Capital Management
276,639$7.1M1.6%GrowthMediumMenlo Park, CA2026-11-04
Clear Creek Financial Management, LLC
253,157$6.5M0.5%ETFMediumSilverdale, WA2026-10-28
Montis Financial, LLC
244,754$6.3M1.3%ETFLowWaltham, MA2026-11-04
Sovran Advisors, LLC
244,022$6.2M0.4%ETFMediumSan Diego, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
235,752$6.0M1.4%ETFLowWaltham, MA2026-10-16
Farther Finance Advisors, LLC
226,886$5.8M0.0%IndexLowSan Francisco, CA2026-10-08
KFA Private Wealth Group, LLC
207,307$5.3M1.2%ETFLowTysons, VA2026-10-07
Kestra Advisory Services, LLC
199,514$5.1M0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
173,377$4.4M0.0%GrowthLowAustin, TX2026-10-30
TD Waterhouse Canada Inc.
168,619$4.3M0.0%CoreLowToronto, Australia2026-10-16
Mission Wealth Management, LP
167,617$4.3M0.1%ETFLowSanta Barbara, CA2026-10-15
North Star Investment Management Corp.
158,026$4.0M0.2%CoreLowChicago, IL2026-10-27
Asset One Wealth Management LLC
151,749$3.9M0.3%GrowthLowBellevue, WA2026-11-02
CWC Advisors, Llc.
144,200$3.7M1.7%GARPLowLake Oswego, OR2026-10-15
High Note Wealth, LLC
143,711$3.7M0.6%ETFVery LowDeephaven, MN2026-10-27
Eagle Harbor Asset Management Inc
138,961$3.6M2.7%GARPLowSeattle, WA2026-10-21
Smith Thornton Advisors LLC
135,398$3.5M1.5%ETFVery LowHuntsville, AL2026-10-16
First Heartland Consultants, Inc.
134,860$3.5M0.2%ETFMediumLake St. Louis, MO2026-10-08
Redwood Financial Network Corp
134,397$3.4M1.9%ETFLowSolon, OH2026-11-03
AlphaCore Capital LLC
128,710$3.3M0.1%ETFLowLa Jolla, CA2026-11-04
Fortune Financial Group, Inc.
127,060$3.3M2.9%ETFHighNaples, FL2026-10-22
Basso Capital Management, L.P.
118,378$3.0M0.7%ETFMediumStamford, CT2026-10-30
Fifth Third Securities, Inc.
114,302$2.9M0.1%ETFLowCincinnati, OH2026-10-21
Yanni & Associates Investment Advisors, LLC
109,997$2.8M2.6%ETFVery LowWexford, PA2026-10-14
Howard Wealth Management, LLC
107,970$2.8M1.0%ETFVery LowMadison, CT2026-10-28
Orba Wealth Advisors, L.L.C.
94,807$2.4M2.1%ETFMediumChicago, IL2026-10-23
Vista Investment Partners II, LLC
93,323$2.4M1.0%CoreMediumRichmond, IN2026-10-15
Oppenheimer & Co Inc
81,588$2.1M0.0%CoreLowNew York, NY2026-10-26
Park Avenue Securities LLC
80,301$2.1K0.0%ETFMediumNew York, NY2026-10-26
Hosking Partners LLP
77,978$5.8M0.2%GARPLowLondon, United Kingdom2026-10-21
EverSource Wealth Advisors, LLC
77,346$2.0M0.1%CoreMediumBirmingham, AL2026-11-04
Dynamic Advisor Solutions LLC
71,756$1.8M0.1%ETFLowPhoenix, AZ2026-10-13
Advisor OS, LLC
62,778$1.6M0.1%ETFMediumChicago, IL2026-11-03
Entrust Financial LLC
59,052$1.5M0.7%ETFLowWayne, PA2026-11-04
Koshinski Asset Management, Inc.
57,432$1.5M0.1%ETFLowDecatur, IL2026-10-29
PFG Advisors
57,395$1.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Harbor Asset Planning, Inc.
57,366$1.5M1.1%ETFVery LowBelmont, MA2026-10-23
IFP Advisors, Inc
54,104$1.4M0.0%GrowthLowTampa, FL2026-10-16
Vima LLC
50,603$1.3M1.3%CoreLowTroy, MI2026-10-23
WealthPlan Investment Management, LLC
49,638$1.3M0.1%GrowthMediumOmaha, NE2026-10-15
Optivise Advisory Services LLC
49,111$1.3M0.6%ETFMediumFranklin, TN2026-10-19
Milestone Asset Management, LLC
46,766$1.2M0.2%GrowthHighPittsburgh, PA2026-10-15
WealthPLAN Partners, LLC
46,103$1.2M0.2%CoreMediumOmaha, NE2026-10-15
Wespac Advisors, LLC
45,556$1.2M0.6%ETFHighOrinda, CA2026-10-26
Atria Investments, Inc
44,488$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
City Center Advisors, LLC
43,055$1.1M0.8%ETFMediumTroy, MI2026-10-08
Keybank National Association
42,819$1.1M0.0%CoreLowBrooklyn, OH2026-11-04
Cascade Investment Group, Inc.
42,100$1.1M0.6%CoreLowColorado Springs, CO2026-10-13
Opal Wealth Advisors, LLC
41,822$1.1M0.2%ETFLowJericho, NY2026-10-16
WBH Advisory Inc
39,391$1.0M0.1%ETFLowBaltimore, MD2026-11-05
Whipplewood Advisors, LLC
39,263$1.0M0.7%ETFLowLittleton, CO2026-10-20
Royal Fund Management, LLC
38,490$985.0K0.1%GrowthMediumLady Lake, FL2026-10-22
Integrated Advisors Network LLC
38,045$973.6K0.0%GrowthMediumDallas, TX2026-10-20
Concord Wealth Partners
37,974$971.8K0.1%GrowthLowAbingdon, VA2026-11-02
Lionsbridge Wealth Management LLC
37,926$970.5K1.1%ETFMediumJacksonville Beach, FL2026-10-26
Mirador Capital Partners LP
37,105$949.5K0.1%GrowthMediumPleasanton, CA2026-10-09
Integrity Alliance, Llc.
35,608$911.2K0.0%ETFMediumUrbandale, IA2026-10-29
Brookstone Capital Management
34,535$883.8K0.0%ETFMediumWheaton, IL2026-10-22
Creative Financial Designs Inc
33,559$858.8K0.0%ETFMediumKokomo, IN2026-11-04
Kohmann Bosshard Financial Services, LLC
32,442$830.2K0.1%ETFLowFairlawn, OH2026-11-04
Mezzasalma Advisors, LLC
31,278$800.4K0.2%GrowthLowTinton Falls, NJ2026-10-14
Keudell ison Wealth Management
31,032$794.1K0.1%ETFMediumSalem, OR2026-10-16
Mirae Asset Global Investments Co., Ltd.
30,968$792.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
Silvia Mccoll Wealth Management, LLC
30,963$792.3K0.5%CoreVery LowSan Diego, CA2026-10-07
Bright Futures Wealth Management, Llc.
30,494$780.3K0.5%CoreHighWebster, Ny 14580, NY2026-10-23
VestGen Advisors, LLC
27,060$692.5K0.0%GrowthMediumChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
27,043$692.0K0.0%GrowthMediumTampa, FL2026-10-16
Tucker Asset Management LLC
26,655$682.1K0.2%ETFMediumLittleton, CO2026-10-29
Commonwealth Equity Services, LLC
26,445$676.7K0.0%ETFLowWaltham, MA2026-11-02
MGO One Seven LLC
25,672$656.9K0.0%GrowthLowBeachwood, OH2026-10-28
Grantvest Financial Group LLC
24,968$638.9K0.4%ETFLowMatawan, NJ2026-10-21
Ted Buchan & Co
24,200$619.3K0.2%ETFLowSan Diego, CA2026-10-23
Perigon Wealth Management, LLC
23,779$608.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Valley Wealth Managers, Inc.
23,636$604.8K0.0%GARPMediumParamus, NJ2026-10-09
RKL Wealth Management LLC
22,906$586.2K0.0%ETFVery LowLancaster, PA2026-10-16
SeaCrest Wealth Management, LLC
21,033$538.2K0.1%GrowthLowPurchase, NY2026-10-21
Concord Asset Management, LLC
20,259$518.4K0.1%GrowthLowAbingdon, VA2026-11-02
Independent Wealth Network Inc.
20,173$516.2K0.1%ETFMediumUrbandale, IA2026-10-19
Centurion Wealth Management LLC
20,000$511.8K0.1%ETFMediumMclean, VA2026-10-13
Signal Advisors Wealth, LLC
19,988$511.5K0.0%ETFLowDetroit, MI2026-10-13
Avior Wealth Management, LLC
18,196$465.6K0.0%ETFMediumOmaha, NE2026-10-13
Sugar Maple Asset Management, LLC
17,673$452.3K0.3%ETFMediumSister Bay, WI2026-10-13
Vise Technologies, Inc.
16,648$426.0K0.0%IndexLowNew York, NY2026-10-29
Root Financial Partners, LLC
16,285$416.7K0.0%ETFMediumEncinitas, CA2026-10-21
Kelly Financial Services LLC
15,132$387.2K0.1%ETFMediumBraintree, MA2026-10-20
Robertson Stephens Wealth Management, LLC
13,525$346.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Verus Capital Partners, LLC
13,100$335.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Seelaus Asset Management LLC
13,000$332.7K0.2%GrowthMediumChatham, NJ2026-10-14
Heck Capital Advisors, LLC
12,979$332.1K0.0%ETFMediumRhinelander, WI2026-10-14
Northwest Wealth Management, LLC
12,617$322.9K0.0%ETFLowSpencer, IA2026-10-30
AGF Management LTD
12,610$322.7K0.0%GrowthHighToronto, Australia2026-11-03
Capital Asset Advisory Services LLC
11,250$287.7K0.0%ETFLowWilliamston, MI2026-10-30
Sheets Smith Wealth Management
10,735$274.7K0.0%CoreLowWinston-Salem, NC2026-10-16
Boyce & Associates Wealth Consulting, Inc.
10,607$271.4K0.2%ETFMediumCedar Park, TX2026-10-14
Burke & Herbert Bank & Trust Co
10,360$265.1K0.1%CoreVery LowAlexandria, VA2026-11-02
Third View Private Wealth, LLC
10,356$265.0K0.0%GrowthLowWestport, CT2026-10-30
Andrew Hill Investment Advisors, Inc.
10,354$265.0K0.2%GrowthHighNaples, FL2026-10-22
Wealth Enhancement Advisory Services, LLC
10,177$259.9K0.0%CoreLowPlymouth, MN2026-10-13
Ryan Investment Management, Inc.
9,935$254.2K0.1%ETFVery HighBasalt, CO2026-10-20
FIG Financial Advisory Services Inc
9,568$244.8K0.1%CoreVery HighOklahoma City, OK2026-10-07
Acorn Wealth Advisors, LLC
9,421$241.1K0.1%ETFLowGrand Blanc, MI2026-10-19
Quantum Financial Partners LLC
9,230$236.2K0.1%ETFN/AOverland Park, KS2026-10-19
Quadrant Private Wealth Management, LLC
9,218$235.9K0.0%GrowthLowCenter Valley, PA2026-11-04
Axxcess Wealth Management, LLC
8,373$214.3K0.0%CoreLowCarlsbad, CA2026-10-21
Silverlake Wealth Management LLC
8,190$209.6K0.0%ETFLowWilliston, VT2026-10-21
Alpine Bank Wealth Management
8,168$209.0K0.0%ETFHighGrand Junction, CO2026-10-16
Eastern Bank
4,788$122.5K0.0%GrowthMediumBoston, MA2026-10-05
Nova Financial LLC
2,305$59.0K0.0%N/AN/ATucson, AZ2026-11-04
Elevated Capital Advisors, LLC
2,192$56.1K0.0%ETFMediumSandy, UT2026-11-04
Private Trust Co NA
2,167$55.5K0.0%CoreLowCleveland, OH2026-10-20
Nemes Rush Group LLC
1,980$50.7K0.0%CoreVery LowNovi, MI2026-11-04
Signature Equity Partners, LLC
1,746$44.7K0.0%GrowthMediumColumbus, OH2026-10-29
Capital Investment Advisory Services, LLC
1,414$36.2K0.0%CoreMediumRaleigh, NC2026-10-30
Heritage Family Offices, LLP
1,257$32.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Ashton Thomas Private Wealth, LLC
983$25.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Pinnacle Bancorp, Inc.
782$20.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Spire Wealth Management
760$19.4K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
732$18.7K0.0%ETFLowConcord, CA2026-10-21
Transce3nd, LLC
651$16.6K0.0%GrowthLowBuda, TX2026-10-26
Triumph Capital Management
550$14.1K0.0%ETFMediumDenver, CO2026-10-14
1620 Investment Advisors, Inc.
400$10.2K0.0%ValueLowPlymouth, MA2026-11-04
Golden State Wealth Management, LLC
65$1.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Allspring Global Investments Holdings, LLC
19$4850.0%CoreMediumCharlotte, NC2026-11-04