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Viking Therapeutics Inc (VKTX)

CUSIP: 92686J106 | NYSE | Healthcare · Biotechnology | Mid Cap | 1103 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/AFMR LLC9,539,0677.7%New 5%+ stakeSep 30, 20266,335,756 sh (Jun 30, 2026)
13G/AFMR LLC9,539,067
7.7% of class · Sep 30, 2026New 5%+ stake
6,335,756 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Bank of New York Mellon Corp686,019
0.0% of portfolio›$22.4M
Principal Financial Group Inc670,787
0.0% of portfolio›$21.9M
Pictet Asset Management Holding SA486,586
0.0% of portfolio›$15.9M
Dimensional Fund Advisors LP396,375
0.0% of portfolio›$12.9M
Citigroup Inc330,693
0.0% of portfolio›$10.8M
Concurrent Investment Advisors, LLC302,264
0.1% of portfolio›$9.9M
Timothy G. Youngquist 2020 Irrevocable Trust271,849
1.7% of portfolio›$8.9M
Wasatch Advisors LP198,136
0.0% of portfolio›$6.5M
Oppenheimer & Co Inc183,583
0.1% of portfolio›$6.0M
Kornitzer Capital Management Inc155,999
0.1% of portfolio›$5.1M
RFG Advisory, LLC141,136
0.1% of portfolio›$4.6M
Quantum Private Wealth, LLC98,065
0.8% of portfolio›$3.2M
Exchange Traded Concepts, LLC96,697
0.0% of portfolio›$3.2M
Lewis Asset Management, LLC83,335
0.9% of portfolio›$2.7M
MH & Associates Securities Management Corp65,385
1.9% of portfolio›$2.1M
Creative Planning63,931
0.0% of portfolio›$2.1M
IFP Advisors, Inc60,313
0.0% of portfolio›$2.0M
Formidable Asset Management, LLC54,799
0.3% of portfolio›$2.1M
Profund Advisors LLC50,459
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC49,269
0.0% of portfolio›$1.6M
Imc-Chicago, LLC43,936
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D35,600
0.0% of portfolio›$1.2M
Fulcrum Asset Management LLP33,569
0.0% of portfolio›$1.1M
Mitsubishi UFJ Asset Management Co., Ltd.32,564
0.0% of portfolio›$1.1M
OP Asset Management Ltd31,613
0.0% of portfolio›$1.0M
Arizona State Retirement System31,165
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC30,419
0.0% of portfolio›$991.7K
MN Wealth Advisors, LLC28,269
0.4% of portfolio›$921.6K
Leonteq Securities AG27,232
0.0% of portfolio›$887.8K
Raiffeisen Bank International AG26,000
0.0% of portfolio›$827.1K
Wealth Enhancement Advisory Services, LLC22,619
0.0% of portfolio›$627.2K
Visionary Wealth Advisors21,007
0.0% of portfolio›$684.8K
Royal Fund Management, LLC19,843
0.1% of portfolio›$646.9K
Inspire Investing, LLC19,229
0.0% of portfolio›$626.9K
PVG Asset Management Corp19,067
0.4% of portfolio›$621.6K
SBI Securities Co., Ltd.18,423
0.0% of portfolio›$600.6K
FNY Investment Advisers, LLC17,450
0.0% of portfolio›$568
Parallel Advisors, LLC15,403
0.0% of portfolio›$502.1K
Virginia Retirement Systems ET Al15,200
0.0% of portfolio›$495.5K
Farther Finance Advisors, LLC14,373
0.0% of portfolio›$468.6K
E. Ohman J:or Asset Management AB14,164
0.0% of portfolio›$461.7K
Sigma Planning Corp13,179
0.0% of portfolio›$429.6K
Kestra Private Wealth Services, LLC12,890
0.0% of portfolio›$420.2K
OAK Ridge Investments LLC12,770
0.0% of portfolio›$416.3K
Farmers & Merchants Investments Inc12,625
0.0% of portfolio›$411.6K
Bank Julius Baer & Co. Ltd, Zurich12,000
0.0% of portfolio›$391.2K
Englebert Financial Advisers, LLC11,228
0.4% of portfolio›$366.0K
Cambridge Investment Research Advisors, Inc.10,876
0.0% of portfolio›$355
MassMutual Private Wealth & Trust, FSB10,629
0.0% of portfolio›$346.5K
Prospera Financial Services Inc9,842
0.0% of portfolio›$268.5K
Pinnacle Wealth Management Group, Inc.9,610
0.1% of portfolio›$313.3K
Daymark Wealth Partners, LLC8,959
0.0% of portfolio›$292.1K
VestGen Advisors, LLC8,876
0.0% of portfolio›$289.4K
Xponance LLC8,776
0.0% of portfolio›$286.1K
Truist Financial Corp8,444
0.0% of portfolio›$275.3K
Tema Etfs LLC8,370
0.0% of portfolio›$272.9K
Quadcap Wealth Management, LLC8,272
0.0% of portfolio›$269.7K
Y-Intercept (Hong Kong) Ltd8,272
0.0% of portfolio›$269.7K
Swiss Life Asset Management Ltd8,155
0.0% of portfolio›$265.9K
WealthTrust Asset Management, LLC8,096
0.1% of portfolio›$263.9K
180 Wealth Advisors, LLC7,786
0.0% of portfolio›$253.8K
US Bancorp \de\7,710
0.0% of portfolio›$251.3K
Vontobel Holding Ltd.7,528
0.0% of portfolio›$245.4K
Maryland State Retirement & Pension System7,478
0.0% of portfolio›$243.8K
Compound Planning, Inc.7,386
0.0% of portfolio›$240.8K
Harbor Capital Advisors, Inc.7,054
0.0% of portfolio›$230
Platform Technology Partners6,928
0.0% of portfolio›$225.9K
Prime Capital Investment Advisors, LLC6,769
0.0% of portfolio›$220.7K
Hobart Private Capital, LLC6,764
0.0% of portfolio›$220.5K
HB Wealth Management, LLC6,676
0.0% of portfolio›$217.6K
Choreo, LLC6,660
0.0% of portfolio›$217.1K
Keudell ison Wealth Management6,650
0.0% of portfolio›$216.8K
Sterling Capital Management LLC6,607
0.0% of portfolio›$215.4K
T3 Companies, LLC6,205
0.2% of portfolio›$202.3K
Valley Wealth Managers, Inc.5,619
0.0% of portfolio›$183.2K
Assetmark, Inc5,441
0.0% of portfolio›$177.4K
Nemes Rush Group LLC5,165
0.0% of portfolio›$168.4K
Montag A & Associates Inc5,013
0.0% of portfolio›$163.4K
Birch Financial Group, LLC4,500
0.1% of portfolio›$146.7K
North Star Investment Management Corp.4,358
0.0% of portfolio›$142.1K
Pavaki Capital Management LLC4,000
0.0% of portfolio›$130.4K
KBC Group NV3,960
0.0% of portfolio›$129
Activest Wealth Management3,292
0.0% of portfolio›$107.3K
Fifth Third Bancorp3,138
0.0% of portfolio›$102.3K
Quaker Wealth Management, LLC2,880
0.0% of portfolio›$93.9K
Cape Investment Advisory, Inc.2,580
0.0% of portfolio›$84.1K
Caitong International Asset Management Co., Ltd2,566
0.0% of portfolio›$83.7K
Strs Ohio2,546
0.0% of portfolio›$83.0K
Cassaday & Co Wealth Management LLC2,445
0.0% of portfolio›$79.7K
Lanark Financial, Inc.2,407
0.0% of portfolio›$78.5K
Pinnacle Wealth Planning Services, Inc.2,402
0.0% of portfolio›$78.3K
State of Alaska, Department of Revenue2,398
0.0% of portfolio›$78
Parkside Financial Bank & Trust2,317
0.0% of portfolio›$75.5K
Raleigh Capital Management Inc.2,305
0.0% of portfolio›$75.1K
Chung Wu Investment Group, LLC2,100
0.1% of portfolio›$68.5K
Nisa Investment Advisors, LLC2,077
0.0% of portfolio›$67.7K
DekaBank Deutsche Girozentrale1,840
0.0% of portfolio›$59
Signaturefd, LLC1,830
0.0% of portfolio›$59.7K
Gamma Investing LLC1,637
0.0% of portfolio›$53.4K
Nfsg Corp1,600
0.0% of portfolio›$52.2K
TD Waterhouse Canada Inc.1,550
0.0% of portfolio›$47.3K
Meriwether Wealth & Planning, LLC1,072
0.0% of portfolio›$34.9K
Glass Jacobson Investment Advisors llc1,063
0.0% of portfolio›$34.7K
Root Financial Partners, LLC1,058
0.0% of portfolio›$34.5K
Golden State Wealth Management, LLC790
0.0% of portfolio›$25.8K
EverSource Wealth Advisors, LLC778
0.0% of portfolio›$25.4K
SJS Investment Consulting Inc.677
0.0% of portfolio›$22.1K
J.Safra Asset Management Corp634
0.0% of portfolio›$20.7K
Jacobi Capital Management LLC500
0.0% of portfolio›$16.3K
Larson Financial Group LLC490
0.0% of portfolio›$16.0K
Morton Brown Family Wealth, LLC450
0.0% of portfolio›$14.7K
Essential Partners LLC405
0.0% of portfolio›$13.2K
Toth Financial Advisory Corp400
0.0% of portfolio›$13.0K
RMG Wealth Management LLC400
0.0% of portfolio›$10.4K
Brown, Lisle Ings, Inc.400
0.0% of portfolio›$13.0K
Creative Financial Designs Inc400
0.0% of portfolio›$13.0K
Blue Trust, Inc.396
0.0% of portfolio›$12.9K
Valley National Advisers Inc364
0.0% of portfolio›$11.9K
Silver Grove Financial Group, Inc.297
0.0% of portfolio›$9.7K
Noble Wealth Management PBC274
0.0% of portfolio›$8.9K
DeDora Capital, Inc.250
0.0% of portfolio›$8.2K
Covestor Ltd245
0.0% of portfolio›$8
Compagnie Lombard Odier SCmA245
0.0% of portfolio›$8.0K
Provenance Wealth Advisors, LLC238
0.0% of portfolio›$7.8K
Sfam, LLC220
0.0% of portfolio›$7.2K
Paladin Partners, LLC200
0.0% of portfolio›$6.5K
GoalVest Advisory LLC200
0.0% of portfolio›$6.5K
Burkett Financial Services, LLC200
0.0% of portfolio›$6.5K
Adirondack Trust Co188
0.0% of portfolio›$6.1K
Wealth Enhancement Trust Services, Inc.169
0.0% of portfolio›$5.5K
Winthrop Capital Management, LLC168
0.0% of portfolio›$5.5K
Salomon & Ludwin, LLC152
0.0% of portfolio›$5.0K
Strengthening Families & Communities, LLC150
0.0% of portfolio›$4.9K
Avion Wealth121
0.0% of portfolio›$3
Syntax Research, Inc.117
0.0% of portfolio›$3.8K
Private Wealth Management Group, LLC112
0.0% of portfolio›$3.7K
CoreCap Advisors, LLC102
0.0% of portfolio›$3.3K
Triumph Capital Management100
0.0% of portfolio›$3.3K
Signature Equity Partners, LLC100
0.0% of portfolio›$3.3K
Barrett & Company, Inc.100
0.0% of portfolio›$3.3K
Financial Consulate, Inc98
0.0% of portfolio›$3.2K
Planning Strategies Inc.94
0.0% of portfolio›$3.1K
Next Level Wealth Planning, LLC76
0.0% of portfolio›$2.5K
MV Capital Management, Inc.73
0.0% of portfolio›$2.4K
Wilmington Savings Fund Society, FSB70
0.0% of portfolio›$2.3K
First Horizon Corp68
0.0% of portfolio›$2.2K
TD Private Client Wealth LLC64
0.0% of portfolio›$2.1K
Ascentis Independent Advisors59
0.0% of portfolio›$1.9K
Cullen T Bankers, Inc.58
0.0% of portfolio›$1.9K
Ares Financial Consulting, LLC42
0.0% of portfolio›$1.4K
True Wealth Design, LLC42
0.0% of portfolio›$1.4K
Cromwell Holdings LLC40
0.0% of portfolio›$1.3K
Spire Wealth Management32
0.0% of portfolio›$1.0K
Bare Financial Services, Inc27
0.0% of portfolio›$880
Owl Creek Wealth Partners LLC25
0.0% of portfolio›$815
Rossby Financial, LCC24
0.0% of portfolio›$782
Private Trust Co NA22
0.0% of portfolio›$717
Fortitude Family Office, LLC20
0.0% of portfolio›$652
Capital Advisors, Ltd. LLC14
0.0% of portfolio›$0
Axiom Investment Management LLC10
0.0% of portfolio›$326
Elyxium Wealth, LLC7
0.0% of portfolio›$228
Ascentis Wealth Management, LLC5
0.0% of portfolio›$163
Buck Wealth Strategies, LLC4
0.0% of portfolio›$130
Fideuram - Intesa Sanpaolo Private Banking S.P.A.3
0.0% of portfolio›$98
Hughes Financial Services, LLC2
0.0% of portfolio›$54
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
686,019$22.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
670,787$21.9M0.0%CoreLowDes Moines, IA2026-11-02
Pictet Asset Management Holding SA
486,586$15.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Dimensional Fund Advisors LP
396,375$12.9M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
330,693$10.8M0.0%CoreMediumNew York, NY2026-11-04
Concurrent Investment Advisors, LLC
302,264$9.9M0.1%GrowthMediumTampa, FL2026-10-16
Timothy G. Youngquist 2020 Irrevocable Trust
271,849$8.9M1.7%ETFHighFort Myers, FL2026-10-13
Wasatch Advisors LP
198,136$6.5M0.0%GARPMediumSalt Lake City, UT2026-10-13
Oppenheimer & Co Inc
183,583$6.0M0.1%CoreLowNew York, NY2026-10-26
Kornitzer Capital Management Inc
155,999$5.1M0.1%CoreLowShawnee Mission, KS2026-11-03
RFG Advisory, LLC
141,136$4.6M0.1%ETFMediumBirmingham, AL2026-11-03
Quantum Private Wealth, LLC
98,065$3.2M0.8%GrowthLowTampa, FL2026-10-20
Exchange Traded Concepts, LLC
96,697$3.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Lewis Asset Management, LLC
83,335$2.7M0.9%GrowthLowLafayette, CA2026-10-14
MH & Associates Securities Management Corp
65,385$2.1M1.9%YieldLowCarlsbad, CA2026-10-30
Creative Planning
63,931$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
IFP Advisors, Inc
60,313$2.0M0.0%GrowthLowTampa, FL2026-10-16
Formidable Asset Management, LLC
54,799$2.1M0.3%CoreLowCincinnati, OH2026-11-03
Profund Advisors LLC
50,459$1.6M0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
49,269$1.6M0.0%ETFLowWaltham, MA2026-11-02
Imc-Chicago, LLC
43,936$1.4M0.0%GARPVery HighChicago, IL2026-11-05
State of New Jersey Common Pension Fund D
35,600$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Fulcrum Asset Management LLP
33,569$1.1M0.0%CoreMediumLondon, United Kingdom2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
32,564$1.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
OP Asset Management Ltd
31,613$1.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Arizona State Retirement System
31,165$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Kestra Advisory Services, LLC
30,419$991.7K0.0%CoreLowAustin, TX2026-11-02
MN Wealth Advisors, LLC
28,269$921.6K0.4%ETFMediumOverland Park, KS2026-10-23
Leonteq Securities AG
27,232$887.8K0.0%CoreHighZurich, Switzerland2026-10-29
Raiffeisen Bank International AG
26,000$827.1K0.0%GrowthMediumVienna, Chile2026-10-28
Wealth Enhancement Advisory Services, LLC
22,619$627.2K0.0%CoreLowPlymouth, MN2026-10-13
Visionary Wealth Advisors
21,007$684.8K0.0%ETFLowO'Fallon, IL2026-11-04
Royal Fund Management, LLC
19,843$646.9K0.1%GrowthMediumLady Lake, FL2026-10-22
Inspire Investing, LLC
19,229$626.9K0.0%GARPHighMeridian, ID2026-10-22
PVG Asset Management Corp
19,067$621.6K0.4%GrowthMediumGolden, CO2026-10-19
SBI Securities Co., Ltd.
18,423$600.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
FNY Investment Advisers, LLC
17,450$5680.0%GrowthVery HighNew York, NY2026-10-16
Parallel Advisors, LLC
15,403$502.1K0.0%IndexLowSan Francisco, CA2026-11-03
Virginia Retirement Systems ET Al
15,200$495.5K0.0%CoreMediumRichmond, VA2026-10-28
Farther Finance Advisors, LLC
14,373$468.6K0.0%IndexLowSan Francisco, CA2026-10-08
E. Ohman J:or Asset Management AB
14,164$461.7K0.0%GrowthMediumStockholm, Sweden2026-10-22
Sigma Planning Corp
13,179$429.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Kestra Private Wealth Services, LLC
12,890$420.2K0.0%GrowthLowAustin, TX2026-10-30
OAK Ridge Investments LLC
12,770$416.3K0.0%MomentumMediumChicago, IL2026-10-30
Farmers & Merchants Investments Inc
12,625$411.6K0.0%CoreVery LowLincoln, NE2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
12,000$391.2K0.0%GrowthMediumZurich, Switzerland2026-10-29
Englebert Financial Advisers, LLC
11,228$366.0K0.4%ETFMediumAllentown, PA2026-10-20
Cambridge Investment Research Advisors, Inc.
10,876$3550.0%ETFLowFairfield, IA2026-11-02
MassMutual Private Wealth & Trust, FSB
10,629$346.5K0.0%CoreLowSpringfield, MA2026-10-05
Prospera Financial Services Inc
9,842$268.5K0.0%CoreMediumDallas, TX2026-11-04
Pinnacle Wealth Management Group, Inc.
9,610$313.3K0.1%ETFMediumPlymouth, MI2026-10-15
Daymark Wealth Partners, LLC
8,959$292.1K0.0%CoreLowCincinnati, OH2026-11-04
VestGen Advisors, LLC
8,876$289.4K0.0%GrowthMediumChicago, IL2026-10-27
Xponance LLC
8,776$286.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
8,444$275.3K0.0%CoreLowCharlotte, NC2026-10-30
Tema Etfs LLC
8,370$272.9K0.0%GrowthMediumNew York, NY2026-10-16
Quadcap Wealth Management, LLC
8,272$269.7K0.0%ETFLowFrisco, TX2026-11-02
Y-Intercept (Hong Kong) Ltd
8,272$269.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Swiss Life Asset Management Ltd
8,155$265.9K0.0%CoreLowZurich, Switzerland2026-11-03
WealthTrust Asset Management, LLC
8,096$263.9K0.1%GARPMediumDestin, FL2026-10-22
180 Wealth Advisors, LLC
7,786$253.8K0.0%CoreLowFederal Way, WA2026-11-03
US Bancorp \de\
7,710$251.3K0.0%IndexLowMinneapolis, MN2026-11-05
Vontobel Holding Ltd.
7,528$245.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Maryland State Retirement & Pension System
7,478$243.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Compound Planning, Inc.
7,386$240.8K0.0%CoreLowNew York, NY2026-11-05
Harbor Capital Advisors, Inc.
7,054$2300.0%ValueHighChicago, IL2026-10-22
Platform Technology Partners
6,928$225.9K0.0%CoreVery LowLocust Valley, NY2026-11-02
Prime Capital Investment Advisors, LLC
6,769$220.7K0.0%ETFLowOverland Park, KS2026-10-20
Hobart Private Capital, LLC
6,764$220.5K0.0%ETFMediumCharlotte, NC2026-10-19
HB Wealth Management, LLC
6,676$217.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
6,660$217.1K0.0%IndexLowRockford, IL2026-10-28
Keudell ison Wealth Management
6,650$216.8K0.0%ETFMediumSalem, OR2026-10-16
Sterling Capital Management LLC
6,607$215.4K0.0%GARPMediumCharlotte, NC2026-10-22
T3 Companies, LLC
6,205$202.3K0.2%CoreVery HighNew York, NY2026-10-22
Valley Wealth Managers, Inc.
5,619$183.2K0.0%GARPMediumParamus, NJ2026-10-09
Assetmark, Inc
5,441$177.4K0.0%ETFLowConcord, CA2026-10-21
Nemes Rush Group LLC
5,165$168.4K0.0%CoreVery LowNovi, MI2026-11-04
Montag A & Associates Inc
5,013$163.4K0.0%CoreLowAtlanta, GA2026-10-29
Birch Financial Group, LLC
4,500$146.7K0.1%CoreLowKeene, NH2026-10-27
North Star Investment Management Corp.
4,358$142.1K0.0%CoreLowChicago, IL2026-10-27
Pavaki Capital Management LLC
4,000$130.4K0.0%GARPMediumPueblo, CO2026-10-26
KBC Group NV
3,960$1290.0%CoreMediumBrussels, Czech Republic2026-10-22
Activest Wealth Management
3,292$107.3K0.0%ETFLowAventura, FL2026-10-15
Fifth Third Bancorp
3,138$102.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Quaker Wealth Management, LLC
2,880$93.9K0.0%ETFMediumMoorestown, NJ2026-10-22
Cape Investment Advisory, Inc.
2,580$84.1K0.0%ETFLowMcdonough, GA2026-10-13
Caitong International Asset Management Co., Ltd
2,566$83.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Strs Ohio
2,546$83.0K0.0%CoreMediumColumbus, OH2026-10-30
Cassaday & Co Wealth Management LLC
2,445$79.7K0.0%ETFVery LowMclean, VA2026-10-27
Lanark Financial, Inc.
2,407$78.5K0.0%CoreMediumBirmingham, AL2026-10-26
Pinnacle Wealth Planning Services, Inc.
2,402$78.3K0.0%GARPLowMansfield, OH2026-10-27
State of Alaska, Department of Revenue
2,398$780.0%CoreVery LowJuneau, AK2026-10-15
Parkside Financial Bank & Trust
2,317$75.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Raleigh Capital Management Inc.
2,305$75.1K0.0%CoreMediumCary, NC2026-10-28
Chung Wu Investment Group, LLC
2,100$68.5K0.1%GrowthMediumSugar Land, TX2026-11-03
Nisa Investment Advisors, LLC
2,077$67.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
DekaBank Deutsche Girozentrale
1,840$590.0%CoreLowFrankfurt, Hong Kong2026-10-27
Signaturefd, LLC
1,830$59.7K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
1,637$53.4K0.0%IndexVery LowFoster City, CA2026-10-08
Nfsg Corp
1,600$52.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Waterhouse Canada Inc.
1,550$47.3K0.0%CoreLowToronto, Australia2026-10-16
Meriwether Wealth & Planning, LLC
1,072$34.9K0.0%ETFMediumMinden, LA2026-10-13
Glass Jacobson Investment Advisors llc
1,063$34.7K0.0%ETFLowOwings Mills, MD2026-10-26
Root Financial Partners, LLC
1,058$34.5K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
790$25.8K0.0%ETFMediumSanta Ana, CA2026-11-02
EverSource Wealth Advisors, LLC
778$25.4K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
677$22.1K0.0%ETFVery LowSylvania, OH2026-10-26
J.Safra Asset Management Corp
634$20.7K0.0%ETFLowNew York, NY2026-11-03
Jacobi Capital Management LLC
500$16.3K0.0%CoreLowPittston, PA2026-11-05
Larson Financial Group LLC
490$16.0K0.0%GrowthLowSt Louis, MO2026-11-05
Morton Brown Family Wealth, LLC
450$14.7K0.0%ETFVery LowAllentown, PA2026-10-23
Essential Partners LLC
405$13.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Toth Financial Advisory Corp
400$13.0K0.0%CoreLowLeesburg, VA2026-10-08
RMG Wealth Management LLC
400$10.4K0.0%ETFVery HighPlatteville, WI2026-10-26
Brown, Lisle Ings, Inc.
400$13.0K0.0%CoreVery LowProvidence, RI2026-10-16
Creative Financial Designs Inc
400$13.0K0.0%ETFMediumKokomo, IN2026-11-04
Blue Trust, Inc.
396$12.9K0.0%ETFLowBrentwood, TN2026-10-15
Valley National Advisers Inc
364$11.9K0.0%ETFLowBethlehem, PA2026-10-23
Silver Grove Financial Group, Inc.
297$9.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Noble Wealth Management PBC
274$8.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
DeDora Capital, Inc.
250$8.2K0.0%ETFVery LowNapa, CA2026-10-26
Covestor Ltd
245$80.0%ValueHighLondon, United Kingdom2026-10-30
Compagnie Lombard Odier SCmA
245$8.0K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Provenance Wealth Advisors, LLC
238$7.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Sfam, LLC
220$7.2K0.0%ETFVery LowElmhurst, IL2026-11-03
Paladin Partners, LLC
200$6.5K0.0%ETFVery LowHartland, WI2026-10-06
GoalVest Advisory LLC
200$6.5K0.0%ETFMediumNew York, NY2026-10-02
Burkett Financial Services, LLC
200$6.5K0.0%ETFLowRock Hill, SC2026-10-01
Adirondack Trust Co
188$6.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Wealth Enhancement Trust Services, Inc.
169$5.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Winthrop Capital Management, LLC
168$5.5K0.0%ETFLowCarmel, IN2026-11-05
Salomon & Ludwin, LLC
152$5.0K0.0%ETFVery LowRichmond, VA2026-10-29
Strengthening Families & Communities, LLC
150$4.9K0.0%CoreMediumBoston, MA2026-10-21
Avion Wealth
121$30.0%ETFLowThe Woodlands, TX2026-11-04
Syntax Research, Inc.
117$3.8K0.0%ETFMediumBoca Raton, FL2026-11-04
Private Wealth Management Group, LLC
112$3.7K0.0%ETFLowPrinceton, NJ2026-10-19
CoreCap Advisors, LLC
102$3.3K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
100$3.3K0.0%ETFMediumDenver, CO2026-10-14
Signature Equity Partners, LLC
100$3.3K0.0%GrowthMediumColumbus, OH2026-10-29
Barrett & Company, Inc.
100$3.3K0.0%ETFLowProvidence, RI2026-10-22
Financial Consulate, Inc
98$3.2K0.0%ETFLowHunt Valley, MD2026-10-23
Planning Strategies Inc.
94$3.1K0.0%ETFN/ALancaster, PA2026-10-02
Next Level Wealth Planning, LLC
76$2.5K0.0%ETFVery LowMeridian, ID2026-10-29
MV Capital Management, Inc.
73$2.4K0.0%ETFLowBethesda, MD2026-10-29
Wilmington Savings Fund Society, FSB
70$2.3K0.0%CoreLowWilmington, DE2026-10-23
First Horizon Corp
68$2.2K0.0%CoreLowMemphis, TN2026-10-26
TD Private Client Wealth LLC
64$2.1K0.0%ETFLowNew York, NY2026-10-28
Ascentis Independent Advisors
59$1.9K0.0%ETFLowDallas, TX2026-11-03
Cullen T Bankers, Inc.
58$1.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Ares Financial Consulting, LLC
42$1.4K0.0%CoreLowCalabasas, CA2026-10-19
True Wealth Design, LLC
42$1.4K0.0%ETFMediumAkron, OH2026-10-13
Cromwell Holdings LLC
40$1.3K0.0%IndexLowJackson, WY2026-10-28
Spire Wealth Management
32$1.0K0.0%GrowthMediumMclean, VA2026-10-30
Bare Financial Services, Inc
27$8800.0%ETFVery LowGap, PA2026-11-04
Owl Creek Wealth Partners LLC
25$8150.0%IndexLowGreenwood Village, CO2026-10-20
Rossby Financial, LCC
24$7820.0%ETFMediumMelbourne, FL2026-11-05
Private Trust Co NA
22$7170.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
20$6520.0%ETFMediumScottsdale, AZ2026-10-14
Capital Advisors, Ltd. LLC
14$00.0%ETFLowShaker Heights, OH2026-10-27
Axiom Investment Management LLC
10$3260.0%CoreN/ANew York, NY2026-11-03
Elyxium Wealth, LLC
7$2280.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ascentis Wealth Management, LLC
5$1630.0%Agg GrowthLowDallas, TX2026-11-03
Buck Wealth Strategies, LLC
4$1300.0%ValueMediumDenver, CO2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
3$980.0%CoreHighTurin, Latvia2026-10-22
Hughes Financial Services, LLC
2$540.0%ETFLowHerndon, VA2026-10-30