IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Victory Capital Holding (VCTR)

CUSIP: 92645B103 | NYSE | Financial Services · Asset Management | Mid Cap | 726 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/ABlackRock, Inc.6,967,69711.3%New 5%+ stakeSep 30, 202692d ahead of 13F (6,961,189 sh) · +6,508
13GVanguard Portfolio Management LLC3,130,1945.1%New 5%+ stakeSep 30, 202692d ahead of 13F (1,972,454 sh) · +1,157,740
13G/ACrestview Partners II GP, L.P.
with Crestview Victory, L.P., Crestview Advisors, L.L.C.
1,996,1583.2%Newly reportedJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.6,967,697
11.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (6,961,189 sh) · +6,508
13GVanguard Portfolio Management LLC3,130,194
5.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (1,972,454 sh) · +1,157,740
13G/ACrestview Partners II GP, L.P.1,996,158
3.2% of class · Jun 30, 2026Newly reported
with Crestview Victory, L.P., Crestview Advisors, L.L.C.
No 13F filer matched

Institutional Holders — Q3 2026

Bahl & Gaynor LLC3,100,986
1.6% of portfolio›$343.0M
Dimensional Fund Advisors LP1,517,275
0.0% of portfolio›$167.8M
Van Berkom & Associates Inc.898,526
0.0% of portfolio›$99.4K
Bank of New York Mellon Corp505,914
0.0% of portfolio›$56.0M
Annex Advisory Services, LLC466,622
0.8% of portfolio›$51.6M
TimesSquare Capital Management, LLC281,405
0.5% of portfolio›$31.1M
Principal Financial Group Inc235,714
0.0% of portfolio›$26.1M
Assenagon Asset Management S.A.157,583
0.0% of portfolio›$17.4M
Creative Planning154,739
0.0% of portfolio›$17.1M
Swedbank AB153,000
0.0% of portfolio›$16.9M
Fulcrum Asset Management LLP127,265
0.7% of portfolio›$14.1M
Kendall Capital Management84,082
1.5% of portfolio›$9.3M
Moody National Bank Trust Division77,857
0.7% of portfolio›$8.6M
Argent Capital Management LLC77,782
0.3% of portfolio›$8.6M
Pembroke Management, LTD60,321
0.8% of portfolio›$6.7M
Livforsakringsbolaget Skandia, Omsesidigt56,100
0.2% of portfolio›$6.2M
Evanson Financial, LLC52,086
0.3% of portfolio›$5.8M
Huntleigh Advisors, Inc.50,654
0.8% of portfolio›$5.6M
Exchange Traded Concepts, LLC50,642
0.0% of portfolio›$5.6M
Thrivent Financial for Lutherans42,390
0.0% of portfolio›$4.7K
Alps Advisors Inc42,345
0.0% of portfolio›$4.7M
Stackstone Wealth, LLC38,972
0.4% of portfolio›$4.3M
Daymark Wealth Partners, LLC33,643
0.1% of portfolio›$3.7M
Redhawk Wealth Advisors, Inc.33,513
0.4% of portfolio›$3.7M
Moran Wealth Management, LLC29,012
0.1% of portfolio›$3.2M
Inspire Investing, LLC27,144
0.1% of portfolio›$3.0M
Virginia Retirement Systems ET Al25,900
0.0% of portfolio›$2.9M
Illinois Municipal Retirement Fund25,053
0.0% of portfolio›$2.8M
Fifth Third Bancorp21,516
0.0% of portfolio›$2.4M
Louisiana State Employees Retirement System21,000
0.0% of portfolio›$2.3M
US Bancorp \de\20,992
0.0% of portfolio›$2.3M
Strs Ohio19,400
0.0% of portfolio›$2.1M
Wedge Capital Management L L P19,051
0.0% of portfolio›$2.1M
New York State Teachers Retirement System16,389
0.0% of portfolio›$1.8K
PFG Advisors16,353
0.1% of portfolio›$1.8M
GS Investments, Inc.15,600
1.2% of portfolio›$1.7M
Novem Group13,638
0.1% of portfolio›$1.5M
State of New Jersey Common Pension Fund D13,102
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC12,879
0.0% of portfolio›$1.4M
Amalgamated Bank12,589
0.0% of portfolio›$1.4K
Point Nemo Capital, LLC12,254
0.6% of portfolio›$1.4M
Truist Financial Corp11,923
0.0% of portfolio›$1.3M
Arizona State Retirement System11,889
0.0% of portfolio›$1.3M
Legacy Wealth Asset Management, LLC11,778
0.3% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,594
0.0% of portfolio›$1.3M
Sendero Wealth Management, LLC11,404
0.1% of portfolio›$1.3M
Oregon Public Employees Retirement Fund11,059
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue10,410
0.0% of portfolio›$1.2K
Hanseatic Management Services Inc9,497
0.9% of portfolio›$1.1M
Kestra Private Wealth Services, LLC9,238
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.7,963
0.0% of portfolio›$881
Greenwood Capital Associates LLC7,082
0.1% of portfolio›$783.3K
Pictet Asset Management Holding SA6,262
0.0% of portfolio›$692.6K
Kaizen Financial Strategies6,010
0.3% of portfolio›$664.7K
Citigroup Inc6,004
0.0% of portfolio›$664.0K
ProShare Advisors LLC5,975
0.0% of portfolio›$660.8K
Jackson Creek Investment Advisors LLC5,739
0.0% of portfolio›$635
Mutual of America Capital Management LLC5,614
0.0% of portfolio›$620.9K
Evergreen Capital Management LLC5,242
0.0% of portfolio›$579.8K
Dagco, Inc.5,181
0.1% of portfolio›$573.0K
Integrity Alliance, Llc.5,096
0.0% of portfolio›$563.6K
PUREfi Wealth, LLC5,000
0.3% of portfolio›$553.0K
Simplex Trading, LLC4,962
0.0% of portfolio›$548.8K
Achmea Investment Management B.V.4,700
0.0% of portfolio›$520.2K
Swiss Life Asset Management Ltd4,544
0.0% of portfolio›$502.6K
Allspring Global Investments Holdings, LLC4,503
0.0% of portfolio›$503.2K
Xponance LLC4,171
0.0% of portfolio›$461.3K
Wealth Enhancement Advisory Services, LLC4,097
0.0% of portfolio›$457.8K
Yorktown Management & Research Co Inc4,050
0.3% of portfolio›$447.9K
Commonwealth Equity Services, LLC3,456
0.0% of portfolio›$382.3K
Planned Solutions, Inc.3,391
0.1% of portfolio›$375.0K
Glenview Trust Co3,381
0.0% of portfolio›$373.9K
Brady Martz Wealth Solutions, LLC3,360
0.1% of portfolio›$371.6K
Hohimer Wealth Management, LLC3,340
0.0% of portfolio›$369.4K
CoreCap Advisors, LLC3,208
0.0% of portfolio›$354.8K
WBI Investments, LLC3,136
0.1% of portfolio›$346.8K
Park Avenue Securities LLC3,109
0.0% of portfolio›$344
Lanark Financial, Inc.3,053
0.0% of portfolio›$337.7K
CIBC Asset Management Inc3,014
0.0% of portfolio›$333.3K
Financial Solutions Advisory Group, Inc.2,949
0.0% of portfolio›$320.3K
Paragon Capital Management Ltd2,902
0.1% of portfolio›$321.0K
Farther Finance Advisors, LLC2,840
0.0% of portfolio›$314.1K
State of Wyoming2,807
0.0% of portfolio›$310.5K
Vise Technologies, Inc.2,754
0.0% of portfolio›$304.6K
Fort Washington Investment Advisors Inc2,710
0.0% of portfolio›$299.7K
ANB Bank2,605
0.1% of portfolio›$288.1K
Atria Investments, Inc2,502
0.0% of portfolio›$276.8K
HB Wealth Management, LLC2,476
0.0% of portfolio›$273.9K
City Center Advisors, LLC2,407
0.2% of portfolio›$266.2K
Nisa Investment Advisors, LLC2,146
0.0% of portfolio›$237.3K
Profund Advisors LLC2,136
0.0% of portfolio›$236.2K
Baron Wealth Management LLC2,079
0.1% of portfolio›$229.9K
Fifth Third Wealth Advisors LLC2,069
0.0% of portfolio›$228.8K
Relyea Zuckerberg Hanson LLC1,933
0.0% of portfolio›$213.8K
Apollon Wealth Management, LLC1,908
0.0% of portfolio›$211.0K
StoneX Group Inc.1,863
0.0% of portfolio›$210.4K
Wedbush Securities Inc1,828
0.0% of portfolio›$202
Procyon Advisors, LLC1,818
0.0% of portfolio›$201.1K
Harbor Capital Advisors, Inc.1,729
0.0% of portfolio›$191
Signaturefd, LLC1,690
0.0% of portfolio›$186.9K
KBC Group NV1,686
0.0% of portfolio›$186
Gamma Investing LLC1,227
0.0% of portfolio›$135.7K
Sterling Capital Management LLC1,025
0.0% of portfolio›$113.4K
TD Waterhouse Canada Inc.1,000
0.0% of portfolio›$111.7K
Pinnacle Wealth Planning Services, Inc.759
0.0% of portfolio›$83.9K
Covestor Ltd729
0.0% of portfolio›$81
Blue Trust, Inc.703
0.0% of portfolio›$77.8K
BI Asset Management Fondsmaeglerselskab A/S692
0.0% of portfolio›$77
Versant Capital Management, Inc687
0.0% of portfolio›$76.0K
USA Financial Formulas673
0.0% of portfolio›$74.4K
EverSource Wealth Advisors, LLC666
0.0% of portfolio›$73.7K
Plante Moran Financial Advisors, LLC631
0.0% of portfolio›$69.8K
TD Private Client Wealth LLC570
0.0% of portfolio›$63.0K
Cassaday & Co Wealth Management LLC517
0.0% of portfolio›$57.2K
Clark Wealth Partners481
0.0% of portfolio›$53.2K
Contravisory Investment Management, Inc.446
0.0% of portfolio›$49.3K
Physician Wealth Advisors, Inc.364
0.0% of portfolio›$40.3K
Salomon & Ludwin, LLC332
0.0% of portfolio›$36.7K
Root Financial Partners, LLC310
0.0% of portfolio›$34.3K
Gen-Wealth Partners Inc299
0.0% of portfolio›$33.1K
Assetmark, Inc273
0.0% of portfolio›$30.2K
SBI Securities Co., Ltd.267
0.0% of portfolio›$29.5K
Parallel Advisors, LLC259
0.0% of portfolio›$28.6K
Bare Financial Services, Inc194
0.0% of portfolio›$21.5K
Fortitude Family Office, LLC191
0.0% of portfolio›$21.1K
First Pacific Financial120
0.0% of portfolio›$13.3K
Kozak & Associates, Inc.106
0.0% of portfolio›$11.8K
Entrust Financial LLC102
0.0% of portfolio›$11.3K
Farmers & Merchants Trust Co of Chambersburg PA100
0.0% of portfolio›$11
Parkside Financial Bank & Trust78
0.0% of portfolio›$8.6K
Caitong International Asset Management Co., Ltd77
0.0% of portfolio›$8.5K
JFS Wealth Advisors, LLC60
0.0% of portfolio›$6.6K
UMB Private Wealth Management, LLC55
0.0% of portfolio›$6.1K
Mowery & Schoenfeld Wealth Management, LLC50
0.0% of portfolio›$5.5K
Farmers & Merchants Investments Inc45
0.0% of portfolio›$5.0K
James T. Borello RIA36
0.0% of portfolio›$4.0K
Creative Capital Management Investments LLC28
0.0% of portfolio›$3.1K
Silver Grove Financial Group, Inc.28
0.0% of portfolio›$3.1K
Marquette Asset Management, LLC24
0.0% of portfolio›$2.7K
True Wealth Design, LLC22
0.0% of portfolio›$2.4K
Essential Partners LLC22
0.0% of portfolio›$2.4K
Bay Harbor Wealth Management, LLC18
0.0% of portfolio›$2.0K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$1.4K
Bell Investment Advisors, Inc13
0.0% of portfolio›$1.4K
SJS Investment Consulting Inc.12
0.0% of portfolio›$1.3K
Gilpin Wealth Management, LLC10
0.0% of portfolio›$1.1K
Valley National Advisers Inc9
0.0% of portfolio›$996
IFP Advisors, Inc7
0.0% of portfolio›$774
Ascentis Wealth Management, LLC5
0.0% of portfolio›$553
Davis Capital Management4
0.0% of portfolio›$442
Financial Consulate, Inc3
0.0% of portfolio›$332
DecisionPoint Financial, LLC3
0.0% of portfolio›$336
Abound Wealth Management2
0.0% of portfolio›$222
IMG Wealth Management, Inc.1
0.0% of portfolio›$111
Maryland Capital Advisors Inc.1
0.0% of portfolio›$111
Hughes Financial Services, LLC1
0.0% of portfolio›$114
StyleTurnoverLocationFiled
Bahl & Gaynor LLC
3,100,986$343.0M1.6%CoreLowCincinnati, OH2026-11-05
Dimensional Fund Advisors LP
1,517,275$167.8M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
898,526$99.4K0.0%Deep ValueMediumMontreal, Austria2026-11-04
Bank of New York Mellon Corp
505,914$56.0M0.0%CoreLowNew York, NY2026-11-05
Annex Advisory Services, LLC
466,622$51.6M0.8%GrowthHighBrookfield, WI2026-10-16
TimesSquare Capital Management, LLC
281,405$31.1M0.5%GrowthMediumNew York, NY2026-11-03
Principal Financial Group Inc
235,714$26.1M0.0%CoreLowDes Moines, IA2026-11-02
Assenagon Asset Management S.A.
157,583$17.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Creative Planning
154,739$17.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Swedbank AB
153,000$16.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Fulcrum Asset Management LLP
127,265$14.1M0.7%CoreMediumLondon, United Kingdom2026-11-04
Kendall Capital Management
84,082$9.3M1.5%GARPLowRockville, MD2026-10-23
Moody National Bank Trust Division
77,857$8.6M0.7%CoreMediumGalveston, TX2026-10-06
Argent Capital Management LLC
77,782$8.6M0.3%CoreMediumSt Louis, MO2026-10-05
Pembroke Management, LTD
60,321$6.7M0.8%GARPMediumMontreal, Austria2026-10-21
Livforsakringsbolaget Skandia, Omsesidigt
56,100$6.2M0.2%GrowthMediumStockholm, Sweden2026-10-21
Evanson Financial, LLC
52,086$5.8M0.3%ETFN/AMclean, VA2026-10-23
Huntleigh Advisors, Inc.
50,654$5.6M0.8%GrowthMediumSt. Louis, MO2026-11-03
Exchange Traded Concepts, LLC
50,642$5.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Thrivent Financial for Lutherans
42,390$4.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Alps Advisors Inc
42,345$4.7M0.0%YieldLowDenver, CO2026-11-03
Stackstone Wealth, LLC
38,972$4.3M0.4%CoreN/ADubuque, IA2026-10-19
Daymark Wealth Partners, LLC
33,643$3.7M0.1%CoreLowCincinnati, OH2026-11-04
Redhawk Wealth Advisors, Inc.
33,513$3.7M0.4%ETFHighMinneapolis, MN2026-10-14
Moran Wealth Management, LLC
29,012$3.2M0.1%CoreMediumNaples, FL2026-10-22
Inspire Investing, LLC
27,144$3.0M0.1%GARPHighMeridian, ID2026-10-22
Virginia Retirement Systems ET Al
25,900$2.9M0.0%CoreMediumRichmond, VA2026-10-28
Illinois Municipal Retirement Fund
25,053$2.8M0.0%CoreMediumOak Brook, IL2026-11-05
Fifth Third Bancorp
21,516$2.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
21,000$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
US Bancorp \de\
20,992$2.3M0.0%IndexLowMinneapolis, MN2026-11-05
Strs Ohio
19,400$2.1M0.0%CoreMediumColumbus, OH2026-10-30
Wedge Capital Management L L P
19,051$2.1M0.0%ValueMediumCharlotte, NC2026-10-13
New York State Teachers Retirement System
16,389$1.8K0.0%CoreVery LowAlbany, NY2026-10-22
PFG Advisors
16,353$1.8M0.1%ETFMediumPhoenix, AZ2026-10-16
GS Investments, Inc.
15,600$1.7M1.2%CoreVery LowEagan, MN2026-11-05
Novem Group
13,638$1.5M0.1%ETFMediumRochester, NY2026-10-19
State of New Jersey Common Pension Fund D
13,102$1.4M0.0%CoreLowTrenton, NJ2026-11-05
Yousif Capital Management, LLC
12,879$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
12,589$1.4K0.0%CoreVery LowNew York, NY2026-10-23
Point Nemo Capital, LLC
12,254$1.4M0.6%GARPVery HighDripping Springs, TX2026-11-03
Truist Financial Corp
11,923$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Arizona State Retirement System
11,889$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Legacy Wealth Asset Management, LLC
11,778$1.3M0.3%GARPMediumWoodbury, MN2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,594$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Sendero Wealth Management, LLC
11,404$1.3M0.1%GARPLowSan Antonio, TX2026-10-14
Oregon Public Employees Retirement Fund
11,059$1.2M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
10,410$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Hanseatic Management Services Inc
9,497$1.1M0.9%GrowthHighAlbuquerque, NM2026-10-27
Kestra Private Wealth Services, LLC
9,238$1.0M0.0%GrowthLowAustin, TX2026-10-30
Cambridge Investment Research Advisors, Inc.
7,963$8810.0%ETFLowFairfield, IA2026-11-02
Greenwood Capital Associates LLC
7,082$783.3K0.1%CoreMediumGreenwood, SC2026-10-27
Pictet Asset Management Holding SA
6,262$692.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kaizen Financial Strategies
6,010$664.7K0.3%ETFMediumCampbell, CA2026-10-09
Citigroup Inc
6,004$664.0K0.0%CoreMediumNew York, NY2026-11-04
ProShare Advisors LLC
5,975$660.8K0.0%GrowthLowBethesda, MD2026-10-29
Jackson Creek Investment Advisors LLC
5,739$6350.0%ValueVery HighCastle Rock, CO2026-11-04
Mutual of America Capital Management LLC
5,614$620.9K0.0%IndexLowNew York, NY2026-10-23
Evergreen Capital Management LLC
5,242$579.8K0.0%GARPMediumBellevue, WA2026-10-23
Dagco, Inc.
5,181$573.0K0.1%ETFVery LowWestlake, OH2026-10-20
Integrity Alliance, Llc.
5,096$563.6K0.0%ETFMediumUrbandale, IA2026-10-29
PUREfi Wealth, LLC
5,000$553.0K0.3%GrowthMediumBoston, MA2026-10-19
Simplex Trading, LLC
4,962$548.8K0.0%CoreVery HighChicago, IL2026-11-04
Achmea Investment Management B.V.
4,700$520.2K0.0%CoreMediumZeist, Philippines2026-10-30
Swiss Life Asset Management Ltd
4,544$502.6K0.0%CoreLowZurich, Switzerland2026-11-03
Allspring Global Investments Holdings, LLC
4,503$503.2K0.0%CoreMediumCharlotte, NC2026-11-04
Xponance LLC
4,171$461.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
4,097$457.8K0.0%CoreLowPlymouth, MN2026-10-13
Yorktown Management & Research Co Inc
4,050$447.9K0.3%MomentumMediumForest, VA2026-10-28
Commonwealth Equity Services, LLC
3,456$382.3K0.0%ETFLowWaltham, MA2026-11-02
Planned Solutions, Inc.
3,391$375.0K0.1%ETFLowFolsom, CA2026-10-19
Glenview Trust Co
3,381$373.9K0.0%GrowthVery LowLouisville, KY2026-10-28
Brady Martz Wealth Solutions, LLC
3,360$371.6K0.1%ETFLowGrand Forks, ND2026-11-05
Hohimer Wealth Management, LLC
3,340$369.4K0.0%CoreHighSeattle, WA2026-11-04
CoreCap Advisors, LLC
3,208$354.8K0.0%ETFMediumSouthfield, MI2026-10-08
WBI Investments, LLC
3,136$346.8K0.1%ValueVery HighRed Bank, NJ2026-11-05
Park Avenue Securities LLC
3,109$3440.0%ETFMediumNew York, NY2026-10-26
Lanark Financial, Inc.
3,053$337.7K0.0%CoreMediumBirmingham, AL2026-10-26
CIBC Asset Management Inc
3,014$333.3K0.0%GARPLowToronto, South Africa2026-11-05
Financial Solutions Advisory Group, Inc.
2,949$320.3K0.0%ETFMediumChicago, IL2026-10-28
Paragon Capital Management Ltd
2,902$321.0K0.1%CoreVery LowDenver, CO2026-10-09
Farther Finance Advisors, LLC
2,840$314.1K0.0%IndexLowSan Francisco, CA2026-10-08
State of Wyoming
2,807$310.5K0.0%ValueHighCheyenne, WY2026-10-28
Vise Technologies, Inc.
2,754$304.6K0.0%IndexLowNew York, NY2026-10-29
Fort Washington Investment Advisors Inc
2,710$299.7K0.0%CoreLowCincinnati, OH2026-10-15
ANB Bank
2,605$288.1K0.1%CoreLowDenver, CO2026-10-09
Atria Investments, Inc
2,502$276.8K0.0%CoreMediumCharlotte, NC2026-10-15
HB Wealth Management, LLC
2,476$273.9K0.0%IndexVery LowAtlanta, GA2026-10-23
City Center Advisors, LLC
2,407$266.2K0.2%ETFMediumTroy, MI2026-10-08
Nisa Investment Advisors, LLC
2,146$237.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Profund Advisors LLC
2,136$236.2K0.0%GrowthLowBethesda, MD2026-10-29
Baron Wealth Management LLC
2,079$229.9K0.1%CoreLowTroy, MI2026-10-27
Fifth Third Wealth Advisors LLC
2,069$228.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Relyea Zuckerberg Hanson LLC
1,933$213.8K0.0%ETFLowStamford, CT2026-10-20
Apollon Wealth Management, LLC
1,908$211.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
StoneX Group Inc.
1,863$210.4K0.0%ETFMediumNew York, NY2026-11-03
Wedbush Securities Inc
1,828$2020.0%CoreLowPasadena, CA2026-10-22
Procyon Advisors, LLC
1,818$201.1K0.0%CoreVery LowShelton, CT2026-10-21
Harbor Capital Advisors, Inc.
1,729$1910.0%ValueHighChicago, IL2026-10-22
Signaturefd, LLC
1,690$186.9K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
1,686$1860.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
1,227$135.7K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
1,025$113.4K0.0%GARPMediumCharlotte, NC2026-10-22
TD Waterhouse Canada Inc.
1,000$111.7K0.0%CoreLowToronto, Australia2026-10-16
Pinnacle Wealth Planning Services, Inc.
759$83.9K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
729$810.0%ValueHighLondon, United Kingdom2026-10-30
Blue Trust, Inc.
703$77.8K0.0%ETFLowBrentwood, TN2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
692$770.0%CoreMediumKobenhavn, Greece2026-10-22
Versant Capital Management, Inc
687$76.0K0.0%GARPLowPhoenix, AZ2026-10-02
USA Financial Formulas
673$74.4K0.0%ETFVery HighAda, MI2026-10-16
EverSource Wealth Advisors, LLC
666$73.7K0.0%CoreMediumBirmingham, AL2026-11-04
Plante Moran Financial Advisors, LLC
631$69.8K0.0%ETFVery LowSouthfield, MI2026-11-04
TD Private Client Wealth LLC
570$63.0K0.0%ETFLowNew York, NY2026-10-28
Cassaday & Co Wealth Management LLC
517$57.2K0.0%ETFVery LowMclean, VA2026-10-27
Clark Wealth Partners
481$53.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Contravisory Investment Management, Inc.
446$49.3K0.0%MomentumHighNorwell, MA2026-10-13
Physician Wealth Advisors, Inc.
364$40.3K0.0%ETFMediumMidvale, UT2026-10-20
Salomon & Ludwin, LLC
332$36.7K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
310$34.3K0.0%ETFMediumEncinitas, CA2026-10-21
Gen-Wealth Partners Inc
299$33.1K0.0%CoreLowZeeland, MI2026-11-04
Assetmark, Inc
273$30.2K0.0%ETFLowConcord, CA2026-10-21
SBI Securities Co., Ltd.
267$29.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parallel Advisors, LLC
259$28.6K0.0%IndexLowSan Francisco, CA2026-11-03
Bare Financial Services, Inc
194$21.5K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
191$21.1K0.0%ETFMediumScottsdale, AZ2026-10-14
First Pacific Financial
120$13.3K0.0%ETFLowVancouver, WA2026-10-14
Kozak & Associates, Inc.
106$11.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Entrust Financial LLC
102$11.3K0.0%ETFLowWayne, PA2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
100$110.0%GARPLowChambersburg, PA2026-10-14
Parkside Financial Bank & Trust
78$8.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Caitong International Asset Management Co., Ltd
77$8.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
JFS Wealth Advisors, LLC
60$6.6K0.0%ETFVery LowHermitage, PA2026-11-03
UMB Private Wealth Management, LLC
55$6.1K0.0%GrowthN/AKansas City, MO2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
50$5.5K0.0%GrowthMediumLincolnshire, IL2026-10-28
Farmers & Merchants Investments Inc
45$5.0K0.0%CoreVery LowLincoln, NE2026-10-22
James T. Borello RIA
36$4.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Creative Capital Management Investments LLC
28$3.1K0.0%ETFLowSan Diego, CA2026-10-28
Silver Grove Financial Group, Inc.
28$3.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Marquette Asset Management, LLC
24$2.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
True Wealth Design, LLC
22$2.4K0.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
22$2.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bay Harbor Wealth Management, LLC
18$2.0K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
13$1.4K0.0%ETFLowBeaver, PA2026-10-16
Bell Investment Advisors, Inc
13$1.4K0.0%ETFVery LowOrinda, CA2026-10-29
SJS Investment Consulting Inc.
12$1.3K0.0%ETFVery LowSylvania, OH2026-10-26
Gilpin Wealth Management, LLC
10$1.1K0.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
9$9960.0%ETFLowBethlehem, PA2026-10-23
IFP Advisors, Inc
7$7740.0%GrowthLowTampa, FL2026-10-16
Ascentis Wealth Management, LLC
5$5530.0%Agg GrowthLowDallas, TX2026-11-03
Davis Capital Management
4$4420.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
3$3320.0%ETFLowHunt Valley, MD2026-10-23
DecisionPoint Financial, LLC
3$3360.0%ETFVery LowMesa, AZ2026-10-27
Abound Wealth Management
2$2220.0%ETFVery LowFranklin, TN2026-10-26
IMG Wealth Management, Inc.
1$1110.0%ETFMediumJacksonville, FL2026-10-27
Maryland Capital Advisors Inc.
1$1110.0%ETFVery LowChester, MD2026-10-15
Hughes Financial Services, LLC
1$1140.0%ETFLowHerndon, VA2026-10-30