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Watsco Inc (WSO)

CUSIP: 942622200 | NYSE | Industrials · Industrial Distribution | Large Cap | 2031 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Markel Group Inc.623,010
1.5% of portfolio›$188.6M
Davenport & Co LLC532,261
0.8% of portfolio›$160.8M
Bank of New York Mellon Corp513,967
0.0% of portfolio›$155.6M
Dimensional Fund Advisors LP340,496
0.0% of portfolio›$103.1M
Confluence Investment Management LLC320,431
1.6% of portfolio›$97.0M
Hamlin Capital Management, LLC303,183
2.3% of portfolio›$91.8M
Caledonia Investments PLC261,439
8.9% of portfolio›$79.1M
Principal Financial Group Inc209,533
0.0% of portfolio›$63.4M
Welch & Forbes LLC205,167
0.7% of portfolio›$62.1M
Citigroup Inc191,128
0.0% of portfolio›$57.9M
Vantage Investment Partners, LLC158,419
2.9% of portfolio›$48.0M
Bahl & Gaynor LLC156,587
0.2% of portfolio›$47.4M
Riverbridge Partners LLC103,838
0.9% of portfolio›$31.4M
Swedbank AB99,846
0.0% of portfolio›$30.2M
Fenimore Asset Management Inc95,325
0.6% of portfolio›$28.9M
Anchor Capital Advisors LLC92,843
0.9% of portfolio›$28.1M
Alps Advisors Inc90,496
0.1% of portfolio›$27.4M
Howland Capital Management LLC80,204
0.8% of portfolio›$24.3M
King Luther Capital Management Corp80,148
0.1% of portfolio›$24.3M
Sumitomo Mitsui Trust Group, Inc.65,334
0.0% of portfolio›$19.8M
Oppenheimer Asset Management Inc.62,750
0.2% of portfolio›$19.0M
Conestoga Capital Advisors, LLC56,013
0.5% of portfolio›$17.0M
Dudley & Shanley, Inc.51,565
2.5% of portfolio›$15.6M
Retirement Systems of Alabama48,856
0.0% of portfolio›$14.8M
Grace & White Inc44,905
2.2% of portfolio›$13.6M
Mitsubishi UFJ Asset Management Co., Ltd.44,107
0.0% of portfolio›$13.4M
Williams Jones Wealth Management, Llc.44,027
0.1% of portfolio›$13.3M
LaFleur & Godfrey LLC38,504
1.4% of portfolio›$11.7M
Fifth Third Bancorp36,219
0.0% of portfolio›$11.0M
Sumitomo Mitsui DS Asset Management Company, Ltd35,138
0.1% of portfolio›$10.6M
Bath Savings Trust Co34,445
1.1% of portfolio›$10.4M
Mirae Asset Global Investments Co., Ltd.33,999
0.0% of portfolio›$10.3M
Motley Fool Asset Management LLC32,503
0.4% of portfolio›$9.8M
Washington Trust Co32,411
0.3% of portfolio›$9.8M
New York State Teachers Retirement System32,362
0.0% of portfolio›$9.8K
Crown Oak Advisors, LLC30,223
4.3% of portfolio›$9.1M
Pembroke Management, LTD29,840
1.1% of portfolio›$9.0M
Redmond Asset Management, LLC29,497
2.6% of portfolio›$8.9M
Deprince Race & Zollo Inc29,244
0.2% of portfolio›$8.9M
Prospera Financial Services Inc27,673
0.1% of portfolio›$8.4M
Running Oak Capital LLC26,723
1.3% of portfolio›$8.1M
Truist Financial Corp24,259
0.0% of portfolio›$7.3M
Old National Bancorp23,277
0.1% of portfolio›$7.0M
Carnegie Investment Counsel23,141
0.1% of portfolio›$7.0M
Ascent Group, LLC22,953
0.2% of portfolio›$6.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP22,061
0.1% of portfolio›$6.7M
Wendell David Associates Inc21,557
0.0% of portfolio›$6.5K
Taylor Securities Services, Inc.21,420
2.6% of portfolio›$6.5M
Creative Planning21,001
0.0% of portfolio›$6.4M
Naples Global Advisors, LLC18,367
0.4% of portfolio›$5.6M
Vision Capital Management, Inc.17,409
0.6% of portfolio›$5.3M
Pictet Asset Management Holding SA16,910
0.0% of portfolio›$5.1M
Harvey Investment Co LLC16,545
0.0% of portfolio›$5.0K
Ipswich Investment Management Co., Inc.16,453
1.1% of portfolio›$5.0M
Amalgamated Bank16,279
0.0% of portfolio›$4.9K
Aegon Asset Management UK PLC15,799
0.1% of portfolio›$4.8M
Buckhead Capital Management LLC14,536
1.5% of portfolio›$4.4M
Princeton Global Asset Management LLC14,268
0.6% of portfolio›$4.3M
Avanza Fonder AB14,252
0.1% of portfolio›$4.3M
Fideuram Asset Management (Ireland) dac14,093
0.1% of portfolio›$4.9M
Wealth Enhancement Advisory Services, LLC13,215
0.0% of portfolio›$3.7M
Asset Management One Co., Ltd.12,982
0.0% of portfolio›$3.9M
Mutual of America Capital Management LLC12,962
0.0% of portfolio›$3.9M
Hamilton Point Investment Advisors, LLC12,858
0.5% of portfolio›$3.9M
US Bancorp \de\12,849
0.0% of portfolio›$3.9M
Oppenheimer & Co Inc12,680
0.0% of portfolio›$3.8M
Fjarde Ap-Fonden TH Swedish National Pension Fund12,426
0.0% of portfolio›$3.8M
Monte Financial Group, LLC12,305
1.2% of portfolio›$3.7M
Baskin Financial Services Inc.11,811
0.0% of portfolio›$3.6K
Premier Fund Managers Ltd11,636
0.0% of portfolio›$3.5K
State of New Jersey Common Pension Fund D11,516
0.0% of portfolio›$3.5M
Nisa Investment Advisors, LLC11,179
0.0% of portfolio›$3.4M
D.A. Davidson & Co.10,875
0.0% of portfolio›$3.3M
Louisiana State Employees Retirement System10,600
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC10,375
0.0% of portfolio›$3.1M
Mn Services Vermogensbeheer B.V.9,975
0.0% of portfolio›$3.0K
Yousif Capital Management, LLC9,696
0.0% of portfolio›$2.9M
Arizona State Retirement System9,564
0.0% of portfolio›$2.9M
IFM Investors Pty Ltd9,397
0.0% of portfolio›$2.8M
TD Private Client Wealth LLC9,335
0.1% of portfolio›$2.8M
1834 Investment Advisors Co9,241
0.3% of portfolio›$2.8M
Marks Group Wealth Management, Inc8,607
0.2% of portfolio›$2.6M
Inspire Investing, LLC8,521
0.1% of portfolio›$2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,495
0.0% of portfolio›$2.6M
State of Michigan Retirement System8,383
0.0% of portfolio›$2.5M
Hosking Partners LLP8,370
0.1% of portfolio›$2.5M
Atria Investments, Inc8,134
0.0% of portfolio›$2.5M
Birch Hill Investment Advisors LLC8,120
0.1% of portfolio›$2.5M
Cambiar Investors LLC8,039
0.1% of portfolio›$2.4M
Thrivent Financial for Lutherans7,799
0.0% of portfolio›$2.4K
RFG Advisory, LLC7,783
0.0% of portfolio›$2.4M
Swiss Life Asset Management Ltd7,612
0.0% of portfolio›$2.3M
Hunter Associates Investment Management LLC7,461
0.0% of portfolio›$2.3K
Oregon Public Employees Retirement Fund7,395
0.0% of portfolio›$2.2M
Applied Capital LLC7,362
0.9% of portfolio›$2.2M
New Mexico Educational Retirement Board7,118
0.0% of portfolio›$2.2K
Middleton & Co Inc7,102
0.2% of portfolio›$2.1M
SEB Asset Management AB6,943
0.0% of portfolio›$2.1M
Birch Capital Management, LLC6,861
1.0% of portfolio›$2.1M
Xponance LLC6,418
0.0% of portfolio›$1.9M
Freedom Day Solutions, LLC6,115
0.4% of portfolio›$1.9M
KBC Group NV6,040
0.0% of portfolio›$1.8K
Lantz Financial LLC5,960
0.3% of portfolio›$1.8M
Appleton Partners Inc5,899
0.0% of portfolio›$1.8K
Cambridge Investment Research Advisors, Inc.5,787
0.0% of portfolio›$1.8K
Regions Financial Corp5,780
0.0% of portfolio›$1.7M
Apollon Wealth Management, LLC5,737
0.0% of portfolio›$1.7M
ABN Amro Investment Solutions5,609
0.0% of portfolio›$1.7M
Mattern Capital Management, LLC4,999
0.2% of portfolio›$1.5M
Regents Gate Capital LLP4,958
1.9% of portfolio›$1.5M
DekaBank Deutsche Girozentrale4,789
0.0% of portfolio›$1.5K
Daiwa Securities Group Inc.4,347
0.0% of portfolio›$1.3M
Taylor Frigon Capital Management LLC4,313
0.7% of portfolio›$1.3M
OP Asset Management Ltd4,093
0.0% of portfolio›$1.2M
Capital Investment Advisory Services, LLC3,749
0.1% of portfolio›$1.1M
Choreo, LLC3,663
0.0% of portfolio›$1.1M
State of Alaska, Department of Revenue3,375
0.0% of portfolio›$1.0K
Gamma Investing LLC3,355
0.0% of portfolio›$1.0M
TCI Wealth Advisors, Inc.3,191
0.0% of portfolio›$965.9K
Alpha Omega Wealth Management LLC3,157
0.1% of portfolio›$955.6K
Hennion & Walsh Asset Management, Inc.3,150
0.0% of portfolio›$953.5K
Simplicity Wealth,LLC2,887
0.0% of portfolio›$873.9K
LVW Advisors, LLC2,819
0.1% of portfolio›$853.3K
Chicago Capital, LLC2,700
0.0% of portfolio›$817.4K
CIBC Asset Management Inc2,681
0.0% of portfolio›$811.5K
Gulf International Bank (UK) Ltd2,665
0.0% of portfolio›$806
Simplex Trading, LLC2,654
0.0% of portfolio›$803.3K
Alliance Wealth Advisors, LLC2,591
0.1% of portfolio›$784.5K
Dynamic Advisor Solutions LLC2,522
0.0% of portfolio›$763.5K
Ag2r LA Mondiale Gestion D'actifs2,513
0.0% of portfolio›$760.7K
Jefferies Financial Group Inc.2,500
0.0% of portfolio›$756.7K
Portside Wealth Group, LLC2,493
0.1% of portfolio›$754.5K
Triad Investment Management2,477
1.0% of portfolio›$749.8K
Concurrent Investment Advisors, LLC2,438
0.0% of portfolio›$738.0K
Gibbs Wealth Management2,430
0.1% of portfolio›$735.5K
SummerHaven Investment Management, LLC2,382
0.4% of portfolio›$721.0K
First Bank & Trust2,283
0.1% of portfolio›$691.0K
Vise Technologies, Inc.2,258
0.0% of portfolio›$683.6K
Centennial Wealth Advisory LLC2,255
0.1% of portfolio›$682.6K
Procyon Advisors, LLC2,212
0.0% of portfolio›$669.6K
MGO One Seven LLC2,077
0.0% of portfolio›$628.6K
Norden Group LLC2,064
0.0% of portfolio›$624.5K
Lanark Financial, Inc.2,023
0.0% of portfolio›$612.3K
Maryland State Retirement & Pension System2,022
0.0% of portfolio›$612.0K
Diversify Wealth Management, LLC1,935
0.0% of portfolio›$579.6K
Diversify Advisory Services, LLC1,935
0.0% of portfolio›$579.6K
Cox Capital Mgt LLC1,925
0.3% of portfolio›$582.7K
Bokf, NA1,910
0.0% of portfolio›$578.1K
Park Avenue Securities LLC1,822
0.0% of portfolio›$552
Argyle Capital Partners, LLC1,803
0.3% of portfolio›$545.8K
HB Wealth Management, LLC1,783
0.0% of portfolio›$539.7K
GHP Investment Advisors, Inc.1,731
0.0% of portfolio›$524.1K
Crossmark Global Holdings, Inc.1,689
0.0% of portfolio›$511.3K
Oak Thistle LLC1,662
0.0% of portfolio›$503.1K
CoreCap Advisors, LLC1,651
0.0% of portfolio›$499.9K
Northbridge Financial Group, LLC1,632
0.2% of portfolio›$474.6K
Davidson Kahn Capital Management, LLC1,598
0.2% of portfolio›$483.7K
Harrell Investment Partners, LLC1,591
0.1% of portfolio›$481.7K
Fifth Third Wealth Advisors LLC1,564
0.0% of portfolio›$473.4K
Citizens Financial Group Inc1,553
0.0% of portfolio›$470.2K
Axxcess Wealth Management, LLC1,545
0.0% of portfolio›$467.7K
Chicago Trust Co NA1,543
0.1% of portfolio›$467.0K
Perryman Financial Advisory Inc1,535
0.1% of portfolio›$464.6K
TD Waterhouse Canada Inc.1,516
0.0% of portfolio›$456.7K
Moody Lynn Lieberson & Walker, LLC1,501
0.0% of portfolio›$454.3K
Brown Miller Wealth Management, LLC1,475
0.1% of portfolio›$446.5K
Trueblood Wealth Management, LLC1,456
0.2% of portfolio›$440.9K
AlphaCore Capital LLC1,436
0.0% of portfolio›$434.7K
Pinnacle Wealth Planning Services, Inc.1,390
0.0% of portfolio›$420.7K
Journey Retirement Planning & Investment Management LLC1,377
0.3% of portfolio›$416.9K
Eastern Bank1,358
0.0% of portfolio›$411.1K
ProShare Advisors LLC1,353
0.0% of portfolio›$409.5K
Avidian Wealth Enterprises, LLC1,336
0.0% of portfolio›$404.3K
Unified Investment Management1,335
0.4% of portfolio›$404.1K
E. Ohman J:or Asset Management AB1,305
0.0% of portfolio›$395.0K
Parallel Advisors, LLC1,301
0.0% of portfolio›$393.9K
Koshinski Asset Management, Inc.1,295
0.0% of portfolio›$392.0K
Ritholtz Wealth Management1,268
0.0% of portfolio›$383.8K
ICW Investment Advisors LLC1,262
0.1% of portfolio›$382.1K
Greenleaf Trust1,227
0.0% of portfolio›$371.4K
Farther Finance Advisors, LLC1,187
0.0% of portfolio›$359.3K
Certior Financial Group, LLC1,174
0.2% of portfolio›$355.3K
Ethic Inc.1,173
0.0% of portfolio›$355.2K
Modera Wealth Management, LLC1,165
0.0% of portfolio›$352.6K
Praxis Investment Management Inc1,106
0.0% of portfolio›$335
Gateway Investment Advisers LLC1,106
0.0% of portfolio›$334.8K
Compound Planning, Inc.1,094
0.0% of portfolio›$331.1K
Eagle Global Advisors LLC1,088
0.0% of portfolio›$329.4K
Kestra Private Wealth Services, LLC1,084
0.0% of portfolio›$328.0K
Parsons Capital Management Inc1,073
0.0% of portfolio›$324.8K
North Dakota State Investment Board1,070
0.0% of portfolio›$323.9K
Baker Ellis Asset Management LLC1,059
0.0% of portfolio›$320.5K
Ascentis Independent Advisors1,059
0.0% of portfolio›$320.5K
International Private Wealth Advisors LLC1,054
0.1% of portfolio›$318.9K
Allspring Global Investments Holdings, LLC1,051
0.0% of portfolio›$314.1K
Cullen T Bankers, Inc.1,043
0.0% of portfolio›$315.7K
71 West Capital Partners1,030
0.0% of portfolio›$311.8K
Advisor OS, LLC1,022
0.0% of portfolio›$309.4K
StoneX Group Inc.1,018
0.0% of portfolio›$314.1K
PensionDanmark Pensionsforsikringsaktieselskab1,010
0.0% of portfolio›$305.7K
Sterling Capital Management LLC1,008
0.0% of portfolio›$305.1K
Compass Ion Advisors, LLC998
0.0% of portfolio›$302.1K
Park National Corp996
0.0% of portfolio›$301.5K
Assetmark, Inc995
0.0% of portfolio›$301.3K
Verity & Verity, LLC976
0.0% of portfolio›$295.3K
First Citizens Bank & Trust Co952
0.0% of portfolio›$288.2K
Autumn Glory Partners, LLC950
0.1% of portfolio›$287.6K
BI Asset Management Fondsmaeglerselskab A/S945
0.0% of portfolio›$286
Adell Harriman & Carpenter Inc913
0.0% of portfolio›$276.4K
Ridgewood Investments LLC912
0.1% of portfolio›$276.1K
Argonautica Private Wealth Management, Inc894
0.1% of portfolio›$270.7K
Oslo Pensjonsforsikring AS882
0.0% of portfolio›$267.0K
Texas Bank & Trust Co875
0.1% of portfolio›$264.9K
Kestra Advisory Services, LLC848
0.0% of portfolio›$256.8K
Everhart Financial Group, Inc.842
0.0% of portfolio›$255.0K
UniSuper Management Pty Ltd838
0.0% of portfolio›$253.7K
International Assets Investment Management, LLC828
0.0% of portfolio›$249.4K
B. Metzler seel. Sohn & Co. AG812
0.0% of portfolio›$245.8K
Axxion S.A.811
0.0% of portfolio›$245.5K
Foster Dykema Cabot & Partners, LLC810
0.0% of portfolio›$245.2K
MassMutual Private Wealth & Trust, FSB807
0.0% of portfolio›$244.3K
Fulcrum Asset Management LLP796
0.0% of portfolio›$239.4K
Burney Co/767
0.0% of portfolio›$232.2K
Integrity Alliance, Llc.766
0.0% of portfolio›$231.9K
Heartwood Wealth Advisors LLC761
0.0% of portfolio›$230.3K
IFP Advisors, Inc725
0.0% of portfolio›$219.5K
Valeo Financial Advisors, LLC723
0.0% of portfolio›$218.8K
Robeco Institutional Asset Management B.V.714
0.0% of portfolio›$216.1K
Groesbeck Investment Management Corp697
0.0% of portfolio›$211
Univest Financial Corp689
0.0% of portfolio›$208.6K
Somerset Trust Co672
0.1% of portfolio›$203.4K
Guardian Partners Inc.654
0.0% of portfolio›$198.0K
Signaturefd, LLC649
0.0% of portfolio›$196.5K
V-Square Quantitative Management LLC626
0.0% of portfolio›$189.5K
Boit C F David600
0.1% of portfolio›$181.6K
Tompkins Financial Corp500
0.0% of portfolio›$151.3K
Parkside Financial Bank & Trust484
0.0% of portfolio›$146.5K
Strs Ohio480
0.0% of portfolio›$145.3K
Hilltop National Bank372
0.0% of portfolio›$112.6K
Root Financial Partners, LLC361
0.0% of portfolio›$109.3K
Y.D. More Investments Ltd350
0.0% of portfolio›$105.9K
Financial Network Wealth Advisors LLC289
0.1% of portfolio›$87.6K
Larson Financial Group LLC261
0.0% of portfolio›$78.9K
Livforsakringsbolaget Skandia, Omsesidigt256
0.0% of portfolio›$77.5K
Central Trust Co241
0.0% of portfolio›$72.9K
Provenance Wealth Advisors, LLC234
0.0% of portfolio›$70.8K
Birch Financial Group, LLC233
0.0% of portfolio›$70.5K
Mather Group, Llc.231
0.0% of portfolio›$69.9K
Trust Co of Vermont225
0.0% of portfolio›$68.1K
GK Wealth Management LLC209
0.0% of portfolio›$63.4K
Elevated Capital Advisors, LLC209
0.0% of portfolio›$63.4K
Covestor Ltd163
0.0% of portfolio›$49
Curat Global, LLC160
0.0% of portfolio›$48.4K
Legacies Wealth LLC154
0.0% of portfolio›$46.6K
EverSource Wealth Advisors, LLC151
0.0% of portfolio›$45.6K
Richardson Financial Services Inc.150
0.0% of portfolio›$45.4K
Creative Financial Designs Inc145
0.0% of portfolio›$43.9K
Heritage Family Offices, LLP128
0.0% of portfolio›$38.7K
Transce3nd, LLC125
0.0% of portfolio›$38.1K
Generali Asset Management SPA SGR114
0.0% of portfolio›$34.5K
Golden State Wealth Management, LLC112
0.0% of portfolio›$34.1K
Laurel Wealth Advisors LLC111
0.0% of portfolio›$33.6K
American National Bank & Trust99
0.0% of portfolio›$30.0K
Buck Wealth Strategies, LLC95
0.0% of portfolio›$28.8K
Cassaday & Co Wealth Management LLC87
0.0% of portfolio›$26.3K
Bayban87
0.0% of portfolio›$36.3K
Manchester Capital Management LLC80
0.0% of portfolio›$24.2K
Rossby Financial, LCC77
0.0% of portfolio›$23.3K
Versant Capital Management, Inc77
0.0% of portfolio›$23.3K
Private Trust Co NA76
0.0% of portfolio›$23.0K
Strengthening Families & Communities, LLC71
0.0% of portfolio›$21.6K
Entrust Financial LLC71
0.0% of portfolio›$21.5K
Beacon Investment Advisory Services, Inc.70
0.0% of portfolio›$21.2K
Elyxium Wealth, LLC69
0.0% of portfolio›$20.9K
Lodestone Wealth Management LLC67
0.0% of portfolio›$20.3K
GoalVest Advisory LLC67
0.0% of portfolio›$20.3K
ASR Vermogensbeheer N.V.64
0.0% of portfolio›$19.4K
First Premier Bank59
0.0% of portfolio›$18
Physician Wealth Advisors, Inc.58
0.0% of portfolio›$17.6K
Quest 10 Wealth Builders, Inc.54
0.0% of portfolio›$16.3K
First Horizon Corp49
0.0% of portfolio›$14.8K
North Star Investment Management Corp.47
0.0% of portfolio›$14.2K
Archer Investment Corp42
0.0% of portfolio›$12.7K
West Branch Capital LLC41
0.0% of portfolio›$12.4K
Jacobi Capital Management LLC40
0.0% of portfolio›$12.1K
Legacy Bridge, LLC40
0.0% of portfolio›$12.1K
WPG Advisers, LLC39
0.0% of portfolio›$11.8K
Virginia Estate & Retirement Planning Advisors Inc.36
0.0% of portfolio›$10.9K
Main Street Group, LTD35
0.0% of portfolio›$10.6K
Oakworth Capital, Inc.34
0.0% of portfolio›$10.3K
JFS Wealth Advisors, LLC34
0.0% of portfolio›$10.3K
Blue Trust, Inc.33
0.0% of portfolio›$10.0K
Lloyd Advisory Services, Llc.31
0.0% of portfolio›$9.2K
Hartford Financial Management Inc.30
0.0% of portfolio›$9.1K
Farmers & Merchants Investments Inc30
0.0% of portfolio›$9.1K
IMG Wealth Management, Inc.29
0.0% of portfolio›$8.8K
Global X Japan Co., Ltd.28
0.0% of portfolio›$8.5K
Torren Management, LLC27
0.0% of portfolio›$8.2K
Compass Financial Management LLC26
0.0% of portfolio›$7.9K
Nfsg Corp25
0.0% of portfolio›$7.6K
Birchwood Financial Partners, Inc.22
0.0% of portfolio›$6.7K
Raiffeisen Bank International AG22
0.0% of portfolio›$6.6K
Advocate Investing Services LLC21
0.0% of portfolio›$6.4K
Salomon & Ludwin, LLC21
0.0% of portfolio›$6.4K
Pension & Wealth Management Advisors, Inc.21
0.0% of portfolio›$6.4K
Mcdonald Partners LLC20
0.0% of portfolio›$6.1K
Silver Grove Financial Group, Inc.20
0.0% of portfolio›$6.1K
Fortitude Family Office, LLC19
0.0% of portfolio›$5.8K
Ascentis Wealth Management, LLC19
0.0% of portfolio›$5.8K
SBI Securities Co., Ltd.19
0.0% of portfolio›$5.8K
Rosenberg Matthew Hamilton18
0.0% of portfolio›$5.4K
Bare Financial Services, Inc18
0.0% of portfolio›$5.4K
Highline Wealth Partners LLC18
0.0% of portfolio›$5.4K
Noble Wealth Management PBC18
0.0% of portfolio›$5.4K
Bell Investment Advisors, Inc16
0.0% of portfolio›$4.8K
Financial Management Professionals, Inc.16
0.0% of portfolio›$4.8K
Cromwell Holdings LLC14
0.0% of portfolio›$4.2K
SJS Investment Consulting Inc.13
0.0% of portfolio›$4.0K
Leonteq Securities AG12
0.0% of portfolio›$3.6K
Grove Bank & Trust11
0.0% of portfolio›$3.3K
Financial Consulate, Inc11
0.0% of portfolio›$3.3K
Wolff Wiese Magana LLC11
0.0% of portfolio›$3.3K
First Command Advisory Services, Inc.10
0.0% of portfolio›$3.0K
Tounjian Advisory Partners, LLC10
0.0% of portfolio›$3.0K
Markowski Investments10
0.0% of portfolio›$3.1K
Harbor Investment Advisory, LLC9
0.0% of portfolio›$2.7K
Hughes Financial Services, LLC9
0.0% of portfolio›$2.7K
Hilton Head Capital Partners, LLC9
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC8
0.0% of portfolio›$2.4K
Creative Capital Management Investments LLC7
0.0% of portfolio›$2.1K
Alta Capital Management LLC/6
0.0% of portfolio›$1.8K
High Note Wealth, LLC6
0.0% of portfolio›$1.8K
First Pacific Financial5
0.0% of portfolio›$1.6K
Private Wealth Management Group, LLC5
0.0% of portfolio›$1.5K
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$1.5K
Valley National Advisers Inc5
0.0% of portfolio›$1.5K
CX Institutional4
0.0% of portfolio›$1
Spire Wealth Management4
0.0% of portfolio›$1.1K
Essential Partners LLC4
0.0% of portfolio›$1.2K
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$1.2K
Signature Equity Partners, LLC4
0.0% of portfolio›$1.3K
Avion Wealth4
0.0% of portfolio›$1
True Wealth Design, LLC3
0.0% of portfolio›$909
MV Capital Management, Inc.3
0.0% of portfolio›$909
Fairway Wealth LLC3
0.0% of portfolio›$908
Triumph Capital Management2
0.0% of portfolio›$605
Rakuten Securities, Inc.2
0.0% of portfolio›$605
Proathlete Wealth Management LLC2
0.0% of portfolio›$605
PFS Partners, LLC2
0.0% of portfolio›$606
Key FInancial Inc2
0.0% of portfolio›$605
DecisionPoint Financial, LLC1
0.0% of portfolio›$302
Meriwether Wealth & Planning, LLC1
0.0% of portfolio›$303
Activest Wealth Management1
0.0% of portfolio›$303
Cape Investment Advisory, Inc.1
0.0% of portfolio›$303
Evolution Wealth Management Inc.1
0.0% of portfolio›$303
Key Capital Management, Inc1
0.0% of portfolio›$303
Arvest Investments, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Markel Group Inc.
623,010$188.6M1.5%CoreVery LowGlen Allen, VA2026-10-30
Davenport & Co LLC
532,261$160.8M0.8%CoreMediumRichmond, VA2026-10-14
Bank of New York Mellon Corp
513,967$155.6M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
340,496$103.1M0.0%IndexLowAustin, TX2026-11-04
Confluence Investment Management LLC
320,431$97.0M1.6%ValueMediumSt. Louis, MO2026-10-01
Hamlin Capital Management, LLC
303,183$91.8M2.3%YieldLowNew York, NY2026-10-08
Caledonia Investments PLC
261,439$79.1M8.9%CoreVery LowLondon England, United Kingdom2026-10-13
Principal Financial Group Inc
209,533$63.4M0.0%CoreLowDes Moines, IA2026-11-02
Welch & Forbes LLC
205,167$62.1M0.7%CoreVery LowBoston, MA2026-11-04
Citigroup Inc
191,128$57.9M0.0%CoreMediumNew York, NY2026-11-04
Vantage Investment Partners, LLC
158,419$48.0M2.9%CoreMediumKansas City, MO2026-10-27
Bahl & Gaynor LLC
156,587$47.4M0.2%CoreLowCincinnati, OH2026-11-05
Riverbridge Partners LLC
103,838$31.4M0.9%GrowthLowMinneapolis, MN2026-11-05
Swedbank AB
99,846$30.2M0.0%GrowthLowStockholm, Sweden2026-10-27
Fenimore Asset Management Inc
95,325$28.9M0.6%CoreLowCobleskill, NY2026-10-08
Anchor Capital Advisors LLC
92,843$28.1M0.9%ValueMediumBoston, MA2026-11-05
Alps Advisors Inc
90,496$27.4M0.1%YieldLowDenver, CO2026-11-03
Howland Capital Management LLC
80,204$24.3M0.8%CoreLowBoston, MA2026-10-22
King Luther Capital Management Corp
80,148$24.3M0.1%CoreLowFort Worth, TX2026-11-05
Sumitomo Mitsui Trust Group, Inc.
65,334$19.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Oppenheimer Asset Management Inc.
62,750$19.0M0.2%CoreMediumNew York, NY2026-10-27
Conestoga Capital Advisors, LLC
56,013$17.0M0.5%CoreLowWayne, PA2026-11-02
Dudley & Shanley, Inc.
51,565$15.6M2.5%CoreMediumPalm Beach, FL2026-10-06
Retirement Systems of Alabama
48,856$14.8M0.0%IndexLowMontgomery, AL2026-11-04
Grace & White Inc
44,905$13.6M2.2%Deep ValueVery LowNy, NY2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
44,107$13.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Williams Jones Wealth Management, Llc.
44,027$13.3M0.1%GrowthLowNew York, NY2026-11-05
LaFleur & Godfrey LLC
38,504$11.7M1.4%GrowthLowGrand Rapids, MI2026-10-27
Fifth Third Bancorp
36,219$11.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
35,138$10.6M0.1%IndexVery LowTokyo, Mexico2026-10-20
Bath Savings Trust Co
34,445$10.4M1.1%CoreLowBath, ME2026-10-07
Mirae Asset Global Investments Co., Ltd.
33,999$10.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Motley Fool Asset Management LLC
32,503$9.8M0.4%GrowthMediumAlexandria, VA2026-10-27
Washington Trust Co
32,411$9.8M0.3%GrowthVery LowWesterly, RI2026-10-22
New York State Teachers Retirement System
32,362$9.8K0.0%CoreVery LowAlbany, NY2026-10-22
Crown Oak Advisors, LLC
30,223$9.1M4.3%CoreVery LowPiedmont, CA2026-10-16
Pembroke Management, LTD
29,840$9.0M1.1%GARPMediumMontreal, Austria2026-10-21
Redmond Asset Management, LLC
29,497$8.9M2.6%CoreLowHenrico, VA2026-10-27
Deprince Race & Zollo Inc
29,244$8.9M0.2%Deep ValueHighWinter Park, FL2026-10-13
Prospera Financial Services Inc
27,673$8.4M0.1%CoreMediumDallas, TX2026-11-04
Running Oak Capital LLC
26,723$8.1M1.3%ValueLowEdina, MN2026-11-04
Truist Financial Corp
24,259$7.3M0.0%CoreLowCharlotte, NC2026-10-30
Old National Bancorp
23,277$7.0M0.1%CoreLowEvansville, IN2026-10-20
Carnegie Investment Counsel
23,141$7.0M0.1%CoreLowPepper Pike, OH2026-10-20
Ascent Group, LLC
22,953$6.9M0.2%CoreLowVirginia Beach, VA2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
22,061$6.7M0.1%GrowthVery LowBoston, MA2026-10-23
Wendell David Associates Inc
21,557$6.5K0.0%CoreVery LowPortsmouth, NH2026-10-27
Taylor Securities Services, Inc.
21,420$6.5M2.6%ETFLowHarrisburg, PA2026-10-20
Creative Planning
21,001$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Naples Global Advisors, LLC
18,367$5.6M0.4%CoreVery LowNaples, FL2026-11-05
Vision Capital Management, Inc.
17,409$5.3M0.6%CoreVery LowPortland, OR2026-10-20
Pictet Asset Management Holding SA
16,910$5.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Harvey Investment Co LLC
16,545$5.0K0.0%CoreVery LowLouisville, KY2026-10-20
Ipswich Investment Management Co., Inc.
16,453$5.0M1.1%CoreLowBeverly, MA2026-10-13
Amalgamated Bank
16,279$4.9K0.0%CoreVery LowNew York, NY2026-10-23
Aegon Asset Management UK PLC
15,799$4.8M0.1%GrowthMediumEdinburgh, United Kingdom2026-11-04
Buckhead Capital Management LLC
14,536$4.4M1.5%CoreLowAtlanta, GA2026-11-03
Princeton Global Asset Management LLC
14,268$4.3M0.6%GrowthLowPrinceton, NJ2026-10-21
Avanza Fonder AB
14,252$4.3M0.1%GrowthLowStockholm, Sweden2026-10-13
Fideuram Asset Management (Ireland) dac
14,093$4.9M0.1%CoreHighDublin 1, Lithuania2026-10-29
Wealth Enhancement Advisory Services, LLC
13,215$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Asset Management One Co., Ltd.
12,982$3.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Mutual of America Capital Management LLC
12,962$3.9M0.0%IndexLowNew York, NY2026-10-23
Hamilton Point Investment Advisors, LLC
12,858$3.9M0.5%CoreLowChapel Hill, NC2026-11-03
US Bancorp \de\
12,849$3.9M0.0%IndexLowMinneapolis, MN2026-11-05
Oppenheimer & Co Inc
12,680$3.8M0.0%CoreLowNew York, NY2026-10-26
Fjarde Ap-Fonden TH Swedish National Pension Fund
12,426$3.8M0.0%GrowthLowStockholm, Sweden2026-10-15
Monte Financial Group, LLC
12,305$3.7M1.2%ValueMediumGuilford, CT2026-11-02
Baskin Financial Services Inc.
11,811$3.6K0.0%CoreVery LowToronto, Australia2026-10-19
Premier Fund Managers Ltd
11,636$3.5K0.0%MomentumMediumLondon, United Kingdom2026-11-02
State of New Jersey Common Pension Fund D
11,516$3.5M0.0%CoreLowTrenton, NJ2026-11-05
Nisa Investment Advisors, LLC
11,179$3.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
D.A. Davidson & Co.
10,875$3.3M0.0%CoreLowGreat Falls, MT2026-10-28
Louisiana State Employees Retirement System
10,600$3.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Commonwealth Equity Services, LLC
10,375$3.1M0.0%ETFLowWaltham, MA2026-11-02
Mn Services Vermogensbeheer B.V.
9,975$3.0K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Yousif Capital Management, LLC
9,696$2.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
9,564$2.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
IFM Investors Pty Ltd
9,397$2.8M0.0%IndexVery LowMelbourne, China2026-10-14
TD Private Client Wealth LLC
9,335$2.8M0.1%ETFLowNew York, NY2026-10-28
1834 Investment Advisors Co
9,241$2.8M0.3%ValueLowMilwaukee, WI2026-10-16
Marks Group Wealth Management, Inc
8,607$2.6M0.2%CoreMediumMinnetonka, MN2026-11-05
Inspire Investing, LLC
8,521$2.6M0.1%GARPHighMeridian, ID2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,495$2.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
8,383$2.5M0.0%IndexLowEast Lansing, MI2026-10-27
Hosking Partners LLP
8,370$2.5M0.1%GARPLowLondon, United Kingdom2026-10-21
Atria Investments, Inc
8,134$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Birch Hill Investment Advisors LLC
8,120$2.5M0.1%CoreVery LowBoston, MA2026-10-16
Cambiar Investors LLC
8,039$2.4M0.1%ValueMediumDenver, CO2026-11-04
Thrivent Financial for Lutherans
7,799$2.4K0.0%GARPMediumMinneapolis, MN2026-11-05
RFG Advisory, LLC
7,783$2.4M0.0%ETFMediumBirmingham, AL2026-11-03
Swiss Life Asset Management Ltd
7,612$2.3M0.0%CoreLowZurich, Switzerland2026-11-03
Hunter Associates Investment Management LLC
7,461$2.3K0.0%CoreLowPittsburgh, PA2026-10-26
Oregon Public Employees Retirement Fund
7,395$2.2M0.0%IndexVery LowTigard, OR2026-10-30
Applied Capital LLC
7,362$2.2M0.9%ValueLowHollywood, FL2026-10-07
New Mexico Educational Retirement Board
7,118$2.2K0.0%IndexVery LowSanta Fe, NM2026-11-05
Middleton & Co Inc
7,102$2.1M0.2%GrowthLowBoston, MA2026-10-23
SEB Asset Management AB
6,943$2.1M0.0%CoreN/AStockholm, Sweden2026-11-04
Birch Capital Management, LLC
6,861$2.1M1.0%CoreLowDallas, TX2026-10-27
Xponance LLC
6,418$1.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Freedom Day Solutions, LLC
6,115$1.9M0.4%CoreLowHouston, TX2026-10-20
KBC Group NV
6,040$1.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Lantz Financial LLC
5,960$1.8M0.3%ETFLowNaperville, IL2026-10-15
Appleton Partners Inc
5,899$1.8K0.0%GrowthLowBoston, MA2026-10-30
Cambridge Investment Research Advisors, Inc.
5,787$1.8K0.0%ETFLowFairfield, IA2026-11-02
Regions Financial Corp
5,780$1.7M0.0%CoreLowBirmingham, AL2026-11-05
Apollon Wealth Management, LLC
5,737$1.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
ABN Amro Investment Solutions
5,609$1.7M0.0%GrowthLowParis Cedex 008, India2026-10-21
Mattern Capital Management, LLC
4,999$1.5M0.2%CoreMediumLakewood, CO2026-11-02
Regents Gate Capital LLP
4,958$1.5M1.9%ValueVery HighLondon, United Kingdom2026-11-03
DekaBank Deutsche Girozentrale
4,789$1.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Daiwa Securities Group Inc.
4,347$1.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Taylor Frigon Capital Management LLC
4,313$1.3M0.7%GrowthMediumScottsdale, AZ2026-10-23
OP Asset Management Ltd
4,093$1.2M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Capital Investment Advisory Services, LLC
3,749$1.1M0.1%CoreMediumRaleigh, NC2026-10-30
Choreo, LLC
3,663$1.1M0.0%IndexLowRockford, IL2026-10-28
State of Alaska, Department of Revenue
3,375$1.0K0.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
3,355$1.0M0.0%IndexVery LowFoster City, CA2026-10-08
TCI Wealth Advisors, Inc.
3,191$965.9K0.0%ETFLowTucson, AZ2026-10-30
Alpha Omega Wealth Management LLC
3,157$955.6K0.1%ValueLowRichmond, VA2026-10-23
Hennion & Walsh Asset Management, Inc.
3,150$953.5K0.0%ValueMediumParsippany, NJ2026-10-13
Simplicity Wealth,LLC
2,887$873.9K0.0%ETFLowSummit, NJ2026-10-23
LVW Advisors, LLC
2,819$853.3K0.1%CoreMediumPittsford, NY2026-10-19
Chicago Capital, LLC
2,700$817.4K0.0%GrowthLowChicago, IL2026-10-13
CIBC Asset Management Inc
2,681$811.5K0.0%GARPLowToronto, South Africa2026-11-05
Gulf International Bank (UK) Ltd
2,665$8060.0%CoreVery LowLondon, United Kingdom2026-10-20
Simplex Trading, LLC
2,654$803.3K0.0%CoreVery HighChicago, IL2026-11-04
Alliance Wealth Advisors, LLC
2,591$784.5K0.1%ETFHighCenterville, UT2026-10-28
Dynamic Advisor Solutions LLC
2,522$763.5K0.0%ETFLowPhoenix, AZ2026-10-13
Ag2r LA Mondiale Gestion D'actifs
2,513$760.7K0.0%GrowthLowParis, India2026-10-26
Jefferies Financial Group Inc.
2,500$756.7K0.0%CoreVery HighNew York, NY2026-11-05
Portside Wealth Group, LLC
2,493$754.5K0.1%CoreMediumProvo, UT2026-10-20
Triad Investment Management
2,477$749.8K1.0%Deep ValueMediumNewport Beach, CA2026-10-13
Concurrent Investment Advisors, LLC
2,438$738.0K0.0%GrowthMediumTampa, FL2026-10-16
Gibbs Wealth Management
2,430$735.5K0.1%CoreLowAlpharetta, GA2026-10-22
SummerHaven Investment Management, LLC
2,382$721.0K0.4%Deep ValueHighStamford, CT2026-10-19
First Bank & Trust
2,283$691.0K0.1%CoreLowBrookings, SD2026-10-19
Vise Technologies, Inc.
2,258$683.6K0.0%IndexLowNew York, NY2026-10-29
Centennial Wealth Advisory LLC
2,255$682.6K0.1%ETFLowTraverse City, MI2026-10-16
Procyon Advisors, LLC
2,212$669.6K0.0%CoreVery LowShelton, CT2026-10-21
MGO One Seven LLC
2,077$628.6K0.0%GrowthLowBeachwood, OH2026-10-28
Norden Group LLC
2,064$624.5K0.0%GrowthMediumProvo, UT2026-10-20
Lanark Financial, Inc.
2,023$612.3K0.0%CoreMediumBirmingham, AL2026-10-26
Maryland State Retirement & Pension System
2,022$612.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Diversify Wealth Management, LLC
1,935$579.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,935$579.6K0.0%GrowthLowSandy, UT2026-10-20
Cox Capital Mgt LLC
1,925$582.7K0.3%GrowthMediumAndover, MA2026-10-07
Bokf, NA
1,910$578.1K0.0%CoreLowTulsa, OK2026-10-27
Park Avenue Securities LLC
1,822$5520.0%ETFMediumNew York, NY2026-10-26
Argyle Capital Partners, LLC
1,803$545.8K0.3%CoreLowLos Angeles, CA2026-10-23
HB Wealth Management, LLC
1,783$539.7K0.0%IndexVery LowAtlanta, GA2026-10-23
GHP Investment Advisors, Inc.
1,731$524.1K0.0%CoreVery LowDenver, CO2026-10-15
Crossmark Global Holdings, Inc.
1,689$511.3K0.0%GARPMediumHouston, TX2026-10-21
Oak Thistle LLC
1,662$503.1K0.0%ValueVery HighNew York, NY2026-10-21
CoreCap Advisors, LLC
1,651$499.9K0.0%ETFMediumSouthfield, MI2026-10-08
Northbridge Financial Group, LLC
1,632$474.6K0.2%GrowthLowTampa, FL2026-11-05
Davidson Kahn Capital Management, LLC
1,598$483.7K0.2%GrowthLowSherman Oaks, CA2026-10-26
Harrell Investment Partners, LLC
1,591$481.7K0.1%GrowthLowAustin, TX2026-10-15
Fifth Third Wealth Advisors LLC
1,564$473.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Citizens Financial Group Inc
1,553$470.2K0.0%GrowthLowProvidence, RI2026-10-23
Axxcess Wealth Management, LLC
1,545$467.7K0.0%CoreLowCarlsbad, CA2026-10-21
Chicago Trust Co NA
1,543$467.0K0.1%CoreLowGrayslake, IL2026-10-28
Perryman Financial Advisory Inc
1,535$464.6K0.1%GrowthVery LowDallas, TX2026-10-16
TD Waterhouse Canada Inc.
1,516$456.7K0.0%CoreLowToronto, Australia2026-10-16
Moody Lynn Lieberson & Walker, LLC
1,501$454.3K0.0%MomentumLowBoston, MA2026-10-14
Brown Miller Wealth Management, LLC
1,475$446.5K0.1%GrowthLowMclean, VA2026-11-02
Trueblood Wealth Management, LLC
1,456$440.9K0.2%CoreLowLima, OH2026-10-23
AlphaCore Capital LLC
1,436$434.7K0.0%ETFLowLa Jolla, CA2026-11-04
Pinnacle Wealth Planning Services, Inc.
1,390$420.7K0.0%GARPLowMansfield, OH2026-10-27
Journey Retirement Planning & Investment Management LLC
1,377$416.9K0.3%CoreLowAmmon, ID2026-10-09
Eastern Bank
1,358$411.1K0.0%GrowthMediumBoston, MA2026-10-05
ProShare Advisors LLC
1,353$409.5K0.0%GrowthLowBethesda, MD2026-10-29
Avidian Wealth Enterprises, LLC
1,336$404.3K0.0%ETFLowHouston, TX2026-10-08
Unified Investment Management
1,335$404.1K0.4%CoreLowAtlanta, GA2026-10-14
E. Ohman J:or Asset Management AB
1,305$395.0K0.0%GrowthMediumStockholm, Sweden2026-10-22
Parallel Advisors, LLC
1,301$393.9K0.0%IndexLowSan Francisco, CA2026-11-03
Koshinski Asset Management, Inc.
1,295$392.0K0.0%ETFLowDecatur, IL2026-10-29
Ritholtz Wealth Management
1,268$383.8K0.0%IndexLowNew York, NY2026-11-05
ICW Investment Advisors LLC
1,262$382.1K0.1%CoreVery LowScottsdale, AZ2026-10-27
Greenleaf Trust
1,227$371.4K0.0%CoreLowKalamazoo, MI2026-10-29
Farther Finance Advisors, LLC
1,187$359.3K0.0%IndexLowSan Francisco, CA2026-10-08
Certior Financial Group, LLC
1,174$355.3K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Ethic Inc.
1,173$355.2K0.0%CoreLowNew York, NY2026-11-03
Modera Wealth Management, LLC
1,165$352.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Praxis Investment Management Inc
1,106$3350.0%CoreLowGoshen, IN2026-11-03
Gateway Investment Advisers LLC
1,106$334.8K0.0%GrowthLowCincinnati, OH2026-10-13
Compound Planning, Inc.
1,094$331.1K0.0%CoreLowNew York, NY2026-11-05
Eagle Global Advisors LLC
1,088$329.4K0.0%CoreLowHouston, TX2026-11-02
Kestra Private Wealth Services, LLC
1,084$328.0K0.0%GrowthLowAustin, TX2026-10-30
Parsons Capital Management Inc
1,073$324.8K0.0%CoreLowProvidence, RI2026-10-28
North Dakota State Investment Board
1,070$323.9K0.0%GrowthMediumBismarck, ND2026-10-27
Baker Ellis Asset Management LLC
1,059$320.5K0.0%GARPVery LowVancouver, WA2026-10-14
Ascentis Independent Advisors
1,059$320.5K0.0%ETFLowDallas, TX2026-11-03
International Private Wealth Advisors LLC
1,054$318.9K0.1%CoreMediumSan Diego, CA2026-11-05
Allspring Global Investments Holdings, LLC
1,051$314.1K0.0%CoreMediumCharlotte, NC2026-11-04
Cullen T Bankers, Inc.
1,043$315.7K0.0%GrowthLowSan Antonio, TX2026-10-28
71 West Capital Partners
1,030$311.8K0.0%IndexVery LowBoston, MA2026-11-04
Advisor OS, LLC
1,022$309.4K0.0%ETFMediumChicago, IL2026-11-03
StoneX Group Inc.
1,018$314.1K0.0%ETFMediumNew York, NY2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
1,010$305.7K0.0%IndexLowCopenhagen O, Greece2026-10-19
Sterling Capital Management LLC
1,008$305.1K0.0%GARPMediumCharlotte, NC2026-10-22
Compass Ion Advisors, LLC
998$302.1K0.0%ETFVery LowConshohocken, PA2026-10-23
Park National Corp
996$301.5K0.0%CoreLowNewark, OH2026-10-05
Assetmark, Inc
995$301.3K0.0%ETFLowConcord, CA2026-10-21
Verity & Verity, LLC
976$295.3K0.0%YieldLowBeaufort, SC2026-10-23
First Citizens Bank & Trust Co
952$288.2K0.0%CoreMediumRaleigh, NC2026-10-14
Autumn Glory Partners, LLC
950$287.6K0.1%CoreMediumDallas, TX2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
945$2860.0%CoreMediumKobenhavn, Greece2026-10-22
Adell Harriman & Carpenter Inc
913$276.4K0.0%GrowthVery LowHouston, TX2026-11-02
Ridgewood Investments LLC
912$276.1K0.1%ValueMediumSpringfield, NJ2026-10-05
Argonautica Private Wealth Management, Inc
894$270.7K0.1%GrowthLowWellesley, MA2026-11-02
Oslo Pensjonsforsikring AS
882$267.0K0.0%ValueLowOslo, Norway2026-10-15
Texas Bank & Trust Co
875$264.9K0.1%CoreLowLongview, TX2026-11-04
Kestra Advisory Services, LLC
848$256.8K0.0%CoreLowAustin, TX2026-11-02
Everhart Financial Group, Inc.
842$255.0K0.0%ETFLowDublin, OH2026-10-08
UniSuper Management Pty Ltd
838$253.7K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
International Assets Investment Management, LLC
828$249.4K0.0%CoreVery HighOrlando, FL2026-11-02
B. Metzler seel. Sohn & Co. AG
812$245.8K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Axxion S.A.
811$245.5K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Foster Dykema Cabot & Partners, LLC
810$245.2K0.0%GrowthLowWaltham, MA2026-10-30
MassMutual Private Wealth & Trust, FSB
807$244.3K0.0%CoreLowSpringfield, MA2026-10-05
Fulcrum Asset Management LLP
796$239.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Burney Co/
767$232.2K0.0%GARPMediumReston, VA2026-10-15
Integrity Alliance, Llc.
766$231.9K0.0%ETFMediumUrbandale, IA2026-10-29
Heartwood Wealth Advisors LLC
761$230.3K0.0%ETFLowRichmond, VA2026-10-05
IFP Advisors, Inc
725$219.5K0.0%GrowthLowTampa, FL2026-10-16
Valeo Financial Advisors, LLC
723$218.8K0.0%ETFLowCarmel, IN2026-10-08
Robeco Institutional Asset Management B.V.
714$216.1K0.0%CoreMediumRotterdam, Philippines2026-10-20
Groesbeck Investment Management Corp
697$2110.0%GrowthVery LowGlen Rock, NJ2026-10-26
Univest Financial Corp
689$208.6K0.0%GrowthLowSouderton, PA2026-11-05
Somerset Trust Co
672$203.4K0.1%CoreVery LowSomerset, PA2026-10-13
Guardian Partners Inc.
654$198.0K0.0%ValueMediumToronto, South Africa2026-10-21
Signaturefd, LLC
649$196.5K0.0%IndexLowAtlanta, GA2026-10-23
V-Square Quantitative Management LLC
626$189.5K0.0%CoreLowChicago, IL2026-10-15
Boit C F David
600$181.6K0.1%CoreVery LowBoston, MA2026-10-29
Tompkins Financial Corp
500$151.3K0.0%CoreLowIthaca, NY2026-10-05
Parkside Financial Bank & Trust
484$146.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Strs Ohio
480$145.3K0.0%CoreMediumColumbus, OH2026-10-30
Hilltop National Bank
372$112.6K0.0%CoreLowCasper, WY2026-10-14
Root Financial Partners, LLC
361$109.3K0.0%ETFMediumEncinitas, CA2026-10-21
Y.D. More Investments Ltd
350$105.9K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Financial Network Wealth Advisors LLC
289$87.6K0.1%ETFLowMurray, UT2026-10-28
Larson Financial Group LLC
261$78.9K0.0%GrowthLowSt Louis, MO2026-11-05
Livforsakringsbolaget Skandia, Omsesidigt
256$77.5K0.0%GrowthMediumStockholm, Sweden2026-10-21
Central Trust Co
241$72.9K0.0%CoreLowJefferson City, MO2026-11-05
Provenance Wealth Advisors, LLC
234$70.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Birch Financial Group, LLC
233$70.5K0.0%CoreLowKeene, NH2026-10-27
Mather Group, Llc.
231$69.9K0.0%ETFMediumChicago, IL2026-10-14
Trust Co of Vermont
225$68.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
GK Wealth Management LLC
209$63.4K0.0%GARPVery HighReno, NV2026-10-09
Elevated Capital Advisors, LLC
209$63.4K0.0%ETFMediumSandy, UT2026-11-04
Covestor Ltd
163$490.0%ValueHighLondon, United Kingdom2026-10-30
Curat Global, LLC
160$48.4K0.0%CoreMediumSpringfield, NH2026-10-26
Legacies Wealth LLC
154$46.6K0.0%ETFLowMinnetonka, MN2026-11-02
EverSource Wealth Advisors, LLC
151$45.6K0.0%CoreMediumBirmingham, AL2026-11-04
Richardson Financial Services Inc.
150$45.4K0.0%GrowthMediumMedway, MA2026-10-30
Creative Financial Designs Inc
145$43.9K0.0%ETFMediumKokomo, IN2026-11-04
Heritage Family Offices, LLP
128$38.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Transce3nd, LLC
125$38.1K0.0%GrowthLowBuda, TX2026-10-26
Generali Asset Management SPA SGR
114$34.5K0.0%CoreLowTrieste, Latvia2026-10-26
Golden State Wealth Management, LLC
112$34.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Laurel Wealth Advisors LLC
111$33.6K0.0%CoreVery LowCharlotte, NC2026-10-27
American National Bank & Trust
99$30.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Buck Wealth Strategies, LLC
95$28.8K0.0%ValueMediumDenver, CO2026-10-28
Cassaday & Co Wealth Management LLC
87$26.3K0.0%ETFVery LowMclean, VA2026-10-27
Bayban
87$36.3K0.0%ValueLowBayport, MN2026-11-05
Manchester Capital Management LLC
80$24.2K0.0%CoreLowManchester, VT2026-10-22
Rossby Financial, LCC
77$23.3K0.0%ETFMediumMelbourne, FL2026-11-05
Versant Capital Management, Inc
77$23.3K0.0%GARPLowPhoenix, AZ2026-10-02
Private Trust Co NA
76$23.0K0.0%CoreLowCleveland, OH2026-10-20
Strengthening Families & Communities, LLC
71$21.6K0.0%CoreMediumBoston, MA2026-10-21
Entrust Financial LLC
71$21.5K0.0%ETFLowWayne, PA2026-11-04
Beacon Investment Advisory Services, Inc.
70$21.2K0.0%GrowthLowMorristown, NJ2026-10-13
Elyxium Wealth, LLC
69$20.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Lodestone Wealth Management LLC
67$20.3K0.0%CoreLowSpokane, WA2026-10-14
GoalVest Advisory LLC
67$20.3K0.0%ETFMediumNew York, NY2026-10-02
ASR Vermogensbeheer N.V.
64$19.4K0.0%CoreLowUtrecht, Philippines2026-10-16
First Premier Bank
59$180.0%CoreVery LowSioux Falls, SD2026-10-13
Physician Wealth Advisors, Inc.
58$17.6K0.0%ETFMediumMidvale, UT2026-10-20
Quest 10 Wealth Builders, Inc.
54$16.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
First Horizon Corp
49$14.8K0.0%CoreLowMemphis, TN2026-10-26
North Star Investment Management Corp.
47$14.2K0.0%CoreLowChicago, IL2026-10-27
Archer Investment Corp
42$12.7K0.0%CoreMediumCarmel, IN2026-11-05
West Branch Capital LLC
41$12.4K0.0%GrowthVery LowAmherst, MA2026-10-20
Jacobi Capital Management LLC
40$12.1K0.0%CoreLowPittston, PA2026-11-05
Legacy Bridge, LLC
40$12.1K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
WPG Advisers, LLC
39$11.8K0.0%CoreLowBaltimore, MD2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
36$10.9K0.0%ETFLowGlen Allen, VA2026-10-14
Main Street Group, LTD
35$10.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Oakworth Capital, Inc.
34$10.3K0.0%ETFLowBirmingham, AL2026-10-26
JFS Wealth Advisors, LLC
34$10.3K0.0%ETFVery LowHermitage, PA2026-11-03
Blue Trust, Inc.
33$10.0K0.0%ETFLowBrentwood, TN2026-10-15
Lloyd Advisory Services, Llc.
31$9.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Hartford Financial Management Inc.
30$9.1K0.0%CoreLowWest Hartford, CT2026-10-21
Farmers & Merchants Investments Inc
30$9.1K0.0%CoreVery LowLincoln, NE2026-10-22
IMG Wealth Management, Inc.
29$8.8K0.0%ETFMediumJacksonville, FL2026-10-27
Global X Japan Co., Ltd.
28$8.5K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Torren Management, LLC
27$8.2K0.0%ETFMediumSan Diego, CA2026-10-29
Compass Financial Management LLC
26$7.9K0.0%CoreN/ATampa, FL2026-10-30
Nfsg Corp
25$7.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Birchwood Financial Partners, Inc.
22$6.7K0.0%ETFVery LowBloomington, MN2026-11-02
Raiffeisen Bank International AG
22$6.6K0.0%GrowthMediumVienna, Chile2026-10-28
Advocate Investing Services LLC
21$6.4K0.0%ETFLowWoodbine, MD2026-10-26
Salomon & Ludwin, LLC
21$6.4K0.0%ETFVery LowRichmond, VA2026-10-29
Pension & Wealth Management Advisors, Inc.
21$6.4K0.0%ETFLowWaltham, MA2026-10-16
Mcdonald Partners LLC
20$6.1K0.0%CoreLowCleveland, OH2026-11-03
Silver Grove Financial Group, Inc.
20$6.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Fortitude Family Office, LLC
19$5.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
19$5.8K0.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
19$5.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Rosenberg Matthew Hamilton
18$5.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Bare Financial Services, Inc
18$5.4K0.0%ETFVery LowGap, PA2026-11-04
Highline Wealth Partners LLC
18$5.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Noble Wealth Management PBC
18$5.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Bell Investment Advisors, Inc
16$4.8K0.0%ETFVery LowOrinda, CA2026-10-29
Financial Management Professionals, Inc.
16$4.8K0.0%ETFMediumAustin, TX2026-10-23
Cromwell Holdings LLC
14$4.2K0.0%IndexLowJackson, WY2026-10-28
SJS Investment Consulting Inc.
13$4.0K0.0%ETFVery LowSylvania, OH2026-10-26
Leonteq Securities AG
12$3.6K0.0%CoreHighZurich, Switzerland2026-10-29
Grove Bank & Trust
11$3.3K0.0%ETFLowMiami, FL2026-10-08
Financial Consulate, Inc
11$3.3K0.0%ETFLowHunt Valley, MD2026-10-23
Wolff Wiese Magana LLC
11$3.3K0.0%GrowthLowCarslbad, CA2026-10-15
First Command Advisory Services, Inc.
10$3.0K0.0%IndexLowFort Worth, TX2026-11-05
Tounjian Advisory Partners, LLC
10$3.0K0.0%GrowthHighFort Myers, FL2026-11-04
Markowski Investments
10$3.1K0.0%ETFN/ATampa, FL2026-10-30
Harbor Investment Advisory, LLC
9$2.7K0.0%GrowthLowLutherville, MD2026-10-13
Hughes Financial Services, LLC
9$2.7K0.0%ETFLowHerndon, VA2026-10-30
Hilton Head Capital Partners, LLC
9$2.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
UMB Private Wealth Management, LLC
8$2.4K0.0%GrowthN/AKansas City, MO2026-10-19
Creative Capital Management Investments LLC
7$2.1K0.0%ETFLowSan Diego, CA2026-10-28
Alta Capital Management LLC/
6$1.8K0.0%GrowthMediumSalt Lake City, UT2026-10-26
High Note Wealth, LLC
6$1.8K0.0%ETFVery LowDeephaven, MN2026-10-27
First Pacific Financial
5$1.6K0.0%ETFLowVancouver, WA2026-10-14
Private Wealth Management Group, LLC
5$1.5K0.0%ETFLowPrinceton, NJ2026-10-19
DiNuzzo Private Wealth, Inc.
5$1.5K0.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
5$1.5K0.0%ETFLowBethlehem, PA2026-10-23
CX Institutional
4$10.0%CoreMediumAuburn, IN2026-10-02
Spire Wealth Management
4$1.1K0.0%GrowthMediumMclean, VA2026-10-30
Essential Partners LLC
4$1.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bay Harbor Wealth Management, LLC
4$1.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Signature Equity Partners, LLC
4$1.3K0.0%GrowthMediumColumbus, OH2026-10-29
Avion Wealth
4$10.0%ETFLowThe Woodlands, TX2026-11-04
True Wealth Design, LLC
3$9090.0%ETFMediumAkron, OH2026-10-13
MV Capital Management, Inc.
3$9090.0%ETFLowBethesda, MD2026-10-29
Fairway Wealth LLC
3$9080.0%ETFLowIndependence, OH2026-10-30
Triumph Capital Management
2$6050.0%ETFMediumDenver, CO2026-10-14
Rakuten Securities, Inc.
2$6050.0%Agg GrowthHighTokyo, Mexico2026-11-02
Proathlete Wealth Management LLC
2$6050.0%ETFVery LowBoca Raton, FL2026-10-15
PFS Partners, LLC
2$6060.0%ETFVery LowMine Hill, NJ2026-10-21
Key FInancial Inc
2$6050.0%ETFLowWest Chester, PA2026-11-02
DecisionPoint Financial, LLC
1$3020.0%ETFVery LowMesa, AZ2026-10-27
Meriwether Wealth & Planning, LLC
1$3030.0%ETFMediumMinden, LA2026-10-13
Activest Wealth Management
1$3030.0%ETFLowAventura, FL2026-10-15
Cape Investment Advisory, Inc.
1$3030.0%ETFLowMcdonough, GA2026-10-13
Evolution Wealth Management Inc.
1$3030.0%ETFMediumFort Myers, FL2026-10-28
Key Capital Management, Inc
1$3030.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Arvest Investments, Inc.
0$00.0%ETFLowLowell, AR2026-10-21