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WEX Inc (WEX)

CUSIP: 96208T104 | NYSE | Technology · Software - Infrastructure | Mid Cap | 1539 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 LLC1,325,4313.9%−475,954Sep 30, 20261,801,385 sh (Jun 30, 2026)
13G/AFMR LLC1,325,431
3.9% of class · Sep 30, 2026−475,954
1,801,385 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP746,153
0.0% of portfolio›$125.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP320,476
0.5% of portfolio›$54.1M
New South Capital Management Inc293,155
3.2% of portfolio›$49.5M
Bank of New York Mellon Corp196,670
0.0% of portfolio›$33.2M
Principal Financial Group Inc73,572
0.0% of portfolio›$12.4M
Thompson Siegel & Walmsley LLC63,883
0.0% of portfolio›$10.8K
Citigroup Inc46,992
0.0% of portfolio›$7.9M
BI Asset Management Fondsmaeglerselskab A/S46,544
0.0% of portfolio›$7.9K
Seizert Capital Partners, LLC35,741
0.3% of portfolio›$6.0M
Swedbank AB35,300
0.0% of portfolio›$6.0M
New York State Teachers Retirement System34,895
0.0% of portfolio›$5.9K
Kestrel Investment Management Corp34,700
3.4% of portfolio›$5.9M
Retirement Systems of Alabama33,044
0.0% of portfolio›$5.6M
Crossmark Global Holdings, Inc.29,147
0.1% of portfolio›$4.9M
Deroy & Devereaux Private Investment Counsel Inc28,575
0.0% of portfolio›$4.8K
Illinois Municipal Retirement Fund28,251
0.1% of portfolio›$4.8M
Cambiar Investors LLC26,813
0.2% of portfolio›$4.5M
Long Road Investment Counsel, LLC25,999
1.7% of portfolio›$4.4M
Foyston, Gordon & Payne Inc23,602
0.8% of portfolio›$4.0M
Fifth Third Bancorp22,531
0.0% of portfolio›$3.8M
Oppenheimer Asset Management Inc.15,459
0.0% of portfolio›$2.6M
Amalgamated Bank14,364
0.0% of portfolio›$2.4K
Williams Jones Wealth Management, Llc.14,210
0.0% of portfolio›$2.4M
Nisa Investment Advisors, LLC13,489
0.0% of portfolio›$2.3M
Oak Thistle LLC13,349
0.2% of portfolio›$2.3M
Artemis Investment Management LLP13,201
0.0% of portfolio›$2.2M
Mutual of America Capital Management LLC11,678
0.0% of portfolio›$2.0M
State of New Jersey Common Pension Fund D10,946
0.0% of portfolio›$1.8M
Hussman Strategic Advisors, Inc.10,500
0.4% of portfolio›$1.8M
Axxion S.A.10,000
0.1% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC9,574
0.0% of portfolio›$1.7M
Louisiana State Employees Retirement System9,500
0.0% of portfolio›$1.6M
Arizona State Retirement System9,277
0.0% of portfolio›$1.6M
Fulcrum Asset Management LLP9,225
0.1% of portfolio›$1.6M
Atria Investments, Inc8,854
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC8,269
0.0% of portfolio›$1.4M
Radnor Capital Management, LLC7,880
0.2% of portfolio›$1.3M
Thrivent Financial for Lutherans7,700
0.0% of portfolio›$1.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,647
0.0% of portfolio›$1.3M
State of Michigan Retirement System7,475
0.0% of portfolio›$1.3M
GHP Investment Advisors, Inc.7,266
0.0% of portfolio›$1.2M
New Mexico Educational Retirement Board7,200
0.0% of portfolio›$1.2K
Imc-Chicago, LLC6,756
0.0% of portfolio›$1.1M
Daiwa Securities Group Inc.6,707
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund6,640
0.0% of portfolio›$1.1M
Fifth Third Wealth Advisors LLC6,600
0.0% of portfolio›$1.1M
DekaBank Deutsche Girozentrale6,457
0.0% of portfolio›$1.1K
Sepio Capital, LP5,129
0.0% of portfolio›$865.3K
Pictet Asset Management Holding SA5,024
0.0% of portfolio›$847.5K
University of Texas S AM Investment Management Co4,923
0.1% of portfolio›$830.5K
Inspire Investing, LLC4,723
0.0% of portfolio›$796.8K
Creative Planning4,284
0.0% of portfolio›$722.7K
Xponance LLC3,954
0.0% of portfolio›$667.0K
Truist Financial Corp3,901
0.0% of portfolio›$658.1K
Y-Intercept (Hong Kong) Ltd3,794
0.0% of portfolio›$640.0K
Swiss Life Asset Management Ltd3,621
0.0% of portfolio›$610.9K
Clark Asset Management, LLC3,265
0.0% of portfolio›$550.8K
Lecap Asset Management LTD3,251
0.3% of portfolio›$548.4K
Choreo, LLC3,187
0.0% of portfolio›$537.7K
State of Alaska, Department of Revenue3,038
0.0% of portfolio›$512
Procyon Advisors, LLC3,001
0.0% of portfolio›$506.3K
Benin Management Corp2,941
0.1% of portfolio›$496.1K
Bath Savings Trust Co2,880
0.1% of portfolio›$485.9K
Simplex Trading, LLC2,844
0.0% of portfolio›$479.8K
Legacy Advisors, LLC2,807
0.0% of portfolio›$473.5K
SEB Asset Management AB2,790
0.0% of portfolio›$470.7K
Retirement Planning Co of New England, Inc.2,581
0.2% of portfolio›$435.4K
Blue Trust, Inc.2,396
0.0% of portfolio›$404.3K
Equitable Trust Co2,387
0.0% of portfolio›$402.7K
Virginia Retirement Systems ET Al2,300
0.0% of portfolio›$388.0K
Leuthold Group, LLC2,207
0.0% of portfolio›$372.3K
Bailard, Inc.2,200
0.0% of portfolio›$371.1K
Eukles Asset Management2,094
0.1% of portfolio›$353.3K
Maryland State Retirement & Pension System2,056
0.0% of portfolio›$346.8K
AlphaCore Capital LLC1,985
0.0% of portfolio›$334.9K
Portside Wealth Group, LLC1,981
0.0% of portfolio›$334.2K
Chicago Partners Investment Group LLC1,897
0.0% of portfolio›$374.6K
111 Capital1,860
0.0% of portfolio›$313.8K
Harbor Capital Advisors, Inc.1,745
0.0% of portfolio›$294
US Bancorp \de\1,734
0.0% of portfolio›$292.5K
Chicago Capital, LLC1,728
0.0% of portfolio›$291.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,700
0.0% of portfolio›$286.8K
Net Worth Advisory Group1,551
0.1% of portfolio›$261.5K
Assenagon Asset Management S.A.1,379
0.0% of portfolio›$232.6K
Ashton Thomas Private Wealth, LLC1,325
0.0% of portfolio›$223.5K
State of Wyoming1,318
0.0% of portfolio›$222.3K
CenterBook Partners LP1,282
0.0% of portfolio›$216.3K
Commonwealth Equity Services, LLC1,269
0.0% of portfolio›$214.1K
Compound Planning, Inc.1,266
0.0% of portfolio›$213.6K
Level Wealth Management LLC1,250
0.1% of portfolio›$210.9K
ProShare Advisors LLC1,218
0.0% of portfolio›$205.5K
Strs Ohio1,175
0.0% of portfolio›$198.2K
Bayforest Capital Ltd1,116
0.3% of portfolio›$188.3K
KBC Group NV1,046
0.0% of portfolio›$176
Gamma Investing LLC906
0.0% of portfolio›$152.8K
Sterling Capital Management LLC863
0.0% of portfolio›$145.6K
Parkside Financial Bank & Trust778
0.0% of portfolio›$131.3K
Versant Capital Management, Inc620
0.0% of portfolio›$104.6K
Larson Financial Group LLC600
0.0% of portfolio›$101.2K
Hilltop National Bank577
0.0% of portfolio›$97.3K
Farther Finance Advisors, LLC519
0.0% of portfolio›$87.6K
Bangor Savings Bank380
0.0% of portfolio›$64.1K
North Star Investment Management Corp.300
0.0% of portfolio›$50.6K
Reyes Financial Architecture, Inc.278
0.0% of portfolio›$46.9K
EverSource Wealth Advisors, LLC269
0.0% of portfolio›$45.4K
Covestor Ltd267
0.0% of portfolio›$45
Heritage Family Offices, LLP257
0.0% of portfolio›$43.4K
First Horizon Corp237
0.0% of portfolio›$40.0K
Ares Financial Consulting, LLC198
0.0% of portfolio›$33.4K
Wilmington Savings Fund Society, FSB172
0.0% of portfolio›$29.0K
KFG LLC160
0.0% of portfolio›$27.0K
Root Financial Partners, LLC151
0.0% of portfolio›$25.5K
SJS Investment Consulting Inc.118
0.0% of portfolio›$19.9K
Mitsubishi UFJ Asset Management Co., Ltd.101
0.0% of portfolio›$17.0K
MassMutual Private Wealth & Trust, FSB97
0.0% of portfolio›$16.4K
Central Trust Co91
0.0% of portfolio›$15.4K
IFP Advisors, Inc87
0.0% of portfolio›$14.7K
Fortitude Family Office, LLC75
0.0% of portfolio›$12.7K
Lodestone Wealth Management LLC74
0.0% of portfolio›$12.5K
True Wealth Design, LLC68
0.0% of portfolio›$11.5K
Kelleher Financial Advisors65
0.0% of portfolio›$11.0K
Parallel Advisors, LLC61
0.0% of portfolio›$10.3K
Essential Partners LLC52
0.0% of portfolio›$8.8K
Capital Advisors, Ltd. LLC45
0.0% of portfolio›$8
Bank Julius Baer & Co. Ltd, Zurich45
0.0% of portfolio›$7.6K
Elevation Wealth Partners, LLC43
0.0% of portfolio›$7.3K
Signaturefd, LLC41
0.0% of portfolio›$6.9K
Pension & Wealth Management Advisors, Inc.39
0.0% of portfolio›$6.6K
Financial Consulate, Inc37
0.0% of portfolio›$6.2K
J.Safra Asset Management Corp36
0.0% of portfolio›$6.1K
Elyxium Wealth, LLC34
0.0% of portfolio›$5.7K
Rossby Financial, LCC32
0.0% of portfolio›$5.4K
Farmers & Merchants Investments Inc31
0.0% of portfolio›$5.2K
JFS Wealth Advisors, LLC30
0.0% of portfolio›$5.1K
Activest Wealth Management29
0.0% of portfolio›$4.9K
Signature Equity Partners, LLC28
0.0% of portfolio›$4.7K
Provenance Wealth Advisors, LLC25
0.0% of portfolio›$4.2K
Concord Wealth Partners24
0.0% of portfolio›$4.0K
Assetmark, Inc22
0.0% of portfolio›$3.7K
Owl Creek Wealth Partners LLC20
0.0% of portfolio›$3.4K
PFS Partners, LLC18
0.0% of portfolio›$3.0K
West Paces Advisors Inc.17
0.0% of portfolio›$2.9K
Highline Wealth Partners LLC16
0.0% of portfolio›$2.7K
Pinnacle Wealth Planning Services, Inc.15
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC14
0.0% of portfolio›$2.4K
Mather Group, Llc.14
0.0% of portfolio›$2.4K
Cromwell Holdings LLC12
0.0% of portfolio›$2.0K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$1.9K
Financial Management Professionals, Inc.11
0.0% of portfolio›$1.9K
Acumen Wealth Advisors, LLC11
0.0% of portfolio›$1.9K
MV Capital Management, Inc.8
0.0% of portfolio›$1.4K
Nemes Rush Group LLC6
0.0% of portfolio›$1.0K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.0K
Retirement Wealth Solutions LLC6
0.0% of portfolio›$1.0K
Creative Financial Designs Inc6
0.0% of portfolio›$1.0K
Brown, Lisle Ings, Inc.5
0.0% of portfolio›$844
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$675
Bell Investment Advisors, Inc4
0.0% of portfolio›$675
GoalVest Advisory LLC4
0.0% of portfolio›$675
Golden State Wealth Management, LLC3
0.0% of portfolio›$506
TD Private Client Wealth LLC3
0.0% of portfolio›$506
Hughes Financial Services, LLC3
0.0% of portfolio›$550
Bare Financial Services, Inc3
0.0% of portfolio›$506
Trust Co of Vermont2
0.0% of portfolio›$337
Valley National Advisers Inc2
0.0% of portfolio›$338
DecisionPoint Financial, LLC2
0.0% of portfolio›$338
Proathlete Wealth Management LLC1
0.0% of portfolio›$168
WPG Advisers, LLC1
0.0% of portfolio›$169
TFC Financial Management, Inc.1
0.0% of portfolio›$169
Birch Financial Group, LLC1
0.0% of portfolio›$121
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
746,153$125.9M0.0%IndexLowAustin, TX2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
320,476$54.1M0.5%GrowthVery LowBoston, MA2026-10-23
New South Capital Management Inc
293,155$49.5M3.2%ValueLowMemphis, TN2026-11-05
Bank of New York Mellon Corp
196,670$33.2M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
73,572$12.4M0.0%CoreLowDes Moines, IA2026-11-02
Thompson Siegel & Walmsley LLC
63,883$10.8K0.0%Deep ValueMediumRichmond, VA2026-11-05
Citigroup Inc
46,992$7.9M0.0%CoreMediumNew York, NY2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
46,544$7.9K0.0%CoreMediumKobenhavn, Greece2026-10-22
Seizert Capital Partners, LLC
35,741$6.0M0.3%ValueMediumBirmingham, MI2026-10-30
Swedbank AB
35,300$6.0M0.0%GrowthLowStockholm, Sweden2026-10-27
New York State Teachers Retirement System
34,895$5.9K0.0%CoreVery LowAlbany, NY2026-10-22
Kestrel Investment Management Corp
34,700$5.9M3.4%Deep ValueMediumSan Mateo, CA2026-11-02
Retirement Systems of Alabama
33,044$5.6M0.0%IndexLowMontgomery, AL2026-11-04
Crossmark Global Holdings, Inc.
29,147$4.9M0.1%GARPMediumHouston, TX2026-10-21
Deroy & Devereaux Private Investment Counsel Inc
28,575$4.8K0.0%ValueMediumBloomfield Hills, MI2026-10-26
Illinois Municipal Retirement Fund
28,251$4.8M0.1%CoreMediumOak Brook, IL2026-11-05
Cambiar Investors LLC
26,813$4.5M0.2%ValueMediumDenver, CO2026-11-04
Long Road Investment Counsel, LLC
25,999$4.4M1.7%CoreVery LowKalamazoo, MI2026-11-04
Foyston, Gordon & Payne Inc
23,602$4.0M0.8%CoreMediumToronto, Australia2026-11-02
Fifth Third Bancorp
22,531$3.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Oppenheimer Asset Management Inc.
15,459$2.6M0.0%CoreMediumNew York, NY2026-10-27
Amalgamated Bank
14,364$2.4K0.0%CoreVery LowNew York, NY2026-10-23
Williams Jones Wealth Management, Llc.
14,210$2.4M0.0%GrowthLowNew York, NY2026-11-05
Nisa Investment Advisors, LLC
13,489$2.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Oak Thistle LLC
13,349$2.3M0.2%ValueVery HighNew York, NY2026-10-21
Artemis Investment Management LLP
13,201$2.2M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
Mutual of America Capital Management LLC
11,678$2.0M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
10,946$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Hussman Strategic Advisors, Inc.
10,500$1.8M0.4%YieldVery HighEllicott City, MD2026-11-02
Axxion S.A.
10,000$1.7M0.1%CoreN/AGrevenmacher, Netherlands2026-10-22
Wealth Enhancement Advisory Services, LLC
9,574$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
9,500$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
9,277$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fulcrum Asset Management LLP
9,225$1.6M0.1%CoreMediumLondon, United Kingdom2026-11-04
Atria Investments, Inc
8,854$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Yousif Capital Management, LLC
8,269$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Radnor Capital Management, LLC
7,880$1.3M0.2%CoreLowWayne, PA2026-10-23
Thrivent Financial for Lutherans
7,700$1.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
7,647$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
7,475$1.3M0.0%IndexLowEast Lansing, MI2026-10-27
GHP Investment Advisors, Inc.
7,266$1.2M0.0%CoreVery LowDenver, CO2026-10-15
New Mexico Educational Retirement Board
7,200$1.2K0.0%IndexVery LowSanta Fe, NM2026-11-05
Imc-Chicago, LLC
6,756$1.1M0.0%GARPVery HighChicago, IL2026-11-05
Daiwa Securities Group Inc.
6,707$1.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Oregon Public Employees Retirement Fund
6,640$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Fifth Third Wealth Advisors LLC
6,600$1.1M0.0%IndexVery LowCincinnati, OH2026-10-22
DekaBank Deutsche Girozentrale
6,457$1.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Sepio Capital, LP
5,129$865.3K0.0%ETFLowSalt Lake City, UT2026-10-22
Pictet Asset Management Holding SA
5,024$847.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
University of Texas S AM Investment Management Co
4,923$830.5K0.1%CoreHighAustin, TX2026-11-03
Inspire Investing, LLC
4,723$796.8K0.0%GARPHighMeridian, ID2026-10-22
Creative Planning
4,284$722.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Xponance LLC
3,954$667.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
3,901$658.1K0.0%CoreLowCharlotte, NC2026-10-30
Y-Intercept (Hong Kong) Ltd
3,794$640.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Swiss Life Asset Management Ltd
3,621$610.9K0.0%CoreLowZurich, Switzerland2026-11-03
Clark Asset Management, LLC
3,265$550.8K0.0%ETFVery LowStratham, NH2026-10-19
Lecap Asset Management LTD
3,251$548.4K0.3%ValueVery HighLondon, United Kingdom2026-10-27
Choreo, LLC
3,187$537.7K0.0%IndexLowRockford, IL2026-10-28
State of Alaska, Department of Revenue
3,038$5120.0%CoreVery LowJuneau, AK2026-10-15
Procyon Advisors, LLC
3,001$506.3K0.0%CoreVery LowShelton, CT2026-10-21
Benin Management Corp
2,941$496.1K0.1%CoreVery LowRedding, CT2026-10-22
Bath Savings Trust Co
2,880$485.9K0.1%CoreLowBath, ME2026-10-07
Simplex Trading, LLC
2,844$479.8K0.0%CoreVery HighChicago, IL2026-11-04
Legacy Advisors, LLC
2,807$473.5K0.0%ETFLowPlymouth Meeting, PA2026-10-19
SEB Asset Management AB
2,790$470.7K0.0%CoreN/AStockholm, Sweden2026-11-04
Retirement Planning Co of New England, Inc.
2,581$435.4K0.2%CoreLowWarwick, RI2026-10-15
Blue Trust, Inc.
2,396$404.3K0.0%ETFLowBrentwood, TN2026-10-15
Equitable Trust Co
2,387$402.7K0.0%CoreLowNashville, TN2026-10-13
Virginia Retirement Systems ET Al
2,300$388.0K0.0%CoreMediumRichmond, VA2026-10-28
Leuthold Group, LLC
2,207$372.3K0.0%ValueMediumMinneapolis, MN2026-11-04
Bailard, Inc.
2,200$371.1K0.0%GrowthMediumFoster City, CA2026-10-13
Eukles Asset Management
2,094$353.3K0.1%CoreLowCincinnati, OH2026-11-04
Maryland State Retirement & Pension System
2,056$346.8K0.0%IndexVery LowBaltimore, MD2026-11-05
AlphaCore Capital LLC
1,985$334.9K0.0%ETFLowLa Jolla, CA2026-11-04
Portside Wealth Group, LLC
1,981$334.2K0.0%CoreMediumProvo, UT2026-10-20
Chicago Partners Investment Group LLC
1,897$374.6K0.0%GARPLowChicago, IL2026-10-27
111 Capital
1,860$313.8K0.0%CoreVery HighParis, India2026-11-03
Harbor Capital Advisors, Inc.
1,745$2940.0%ValueHighChicago, IL2026-10-22
US Bancorp \de\
1,734$292.5K0.0%IndexLowMinneapolis, MN2026-11-05
Chicago Capital, LLC
1,728$291.5K0.0%GrowthLowChicago, IL2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,700$286.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Net Worth Advisory Group
1,551$261.5K0.1%GARPMediumSandy, UT2026-10-20
Assenagon Asset Management S.A.
1,379$232.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Ashton Thomas Private Wealth, LLC
1,325$223.5K0.0%CoreMediumScottsdale, AZ2026-11-03
State of Wyoming
1,318$222.3K0.0%ValueHighCheyenne, WY2026-10-28
CenterBook Partners LP
1,282$216.3K0.0%ValueVery HighGreenwich, CT2026-11-02
Commonwealth Equity Services, LLC
1,269$214.1K0.0%ETFLowWaltham, MA2026-11-02
Compound Planning, Inc.
1,266$213.6K0.0%CoreLowNew York, NY2026-11-05
Level Wealth Management LLC
1,250$210.9K0.1%ETFVery LowGreensboro, NC2026-10-23
ProShare Advisors LLC
1,218$205.5K0.0%GrowthLowBethesda, MD2026-10-29
Strs Ohio
1,175$198.2K0.0%CoreMediumColumbus, OH2026-10-30
Bayforest Capital Ltd
1,116$188.3K0.3%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
1,046$1760.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
906$152.8K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
863$145.6K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
778$131.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Versant Capital Management, Inc
620$104.6K0.0%GARPLowPhoenix, AZ2026-10-02
Larson Financial Group LLC
600$101.2K0.0%GrowthLowSt Louis, MO2026-11-05
Hilltop National Bank
577$97.3K0.0%CoreLowCasper, WY2026-10-14
Farther Finance Advisors, LLC
519$87.6K0.0%IndexLowSan Francisco, CA2026-10-08
Bangor Savings Bank
380$64.1K0.0%ETFLowBangor, ME2026-10-06
North Star Investment Management Corp.
300$50.6K0.0%CoreLowChicago, IL2026-10-27
Reyes Financial Architecture, Inc.
278$46.9K0.0%ETFVery HighSan Diego, CA2026-10-22
EverSource Wealth Advisors, LLC
269$45.4K0.0%CoreMediumBirmingham, AL2026-11-04
Covestor Ltd
267$450.0%ValueHighLondon, United Kingdom2026-10-30
Heritage Family Offices, LLP
257$43.4K0.0%GrowthHighScottsdale, AZ2026-11-02
First Horizon Corp
237$40.0K0.0%CoreLowMemphis, TN2026-10-26
Ares Financial Consulting, LLC
198$33.4K0.0%CoreLowCalabasas, CA2026-10-19
Wilmington Savings Fund Society, FSB
172$29.0K0.0%CoreLowWilmington, DE2026-10-23
KFG LLC
160$27.0K0.0%ETFN/ARapid City, SD2026-11-02
Root Financial Partners, LLC
151$25.5K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
118$19.9K0.0%ETFVery LowSylvania, OH2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
101$17.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
MassMutual Private Wealth & Trust, FSB
97$16.4K0.0%CoreLowSpringfield, MA2026-10-05
Central Trust Co
91$15.4K0.0%CoreLowJefferson City, MO2026-11-05
IFP Advisors, Inc
87$14.7K0.0%GrowthLowTampa, FL2026-10-16
Fortitude Family Office, LLC
75$12.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Lodestone Wealth Management LLC
74$12.5K0.0%CoreLowSpokane, WA2026-10-14
True Wealth Design, LLC
68$11.5K0.0%ETFMediumAkron, OH2026-10-13
Kelleher Financial Advisors
65$11.0K0.0%CoreMediumNew York, NY2026-10-30
Parallel Advisors, LLC
61$10.3K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
52$8.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Capital Advisors, Ltd. LLC
45$80.0%ETFLowShaker Heights, OH2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
45$7.6K0.0%GrowthMediumZurich, Switzerland2026-10-29
Elevation Wealth Partners, LLC
43$7.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Signaturefd, LLC
41$6.9K0.0%IndexLowAtlanta, GA2026-10-23
Pension & Wealth Management Advisors, Inc.
39$6.6K0.0%ETFLowWaltham, MA2026-10-16
Financial Consulate, Inc
37$6.2K0.0%ETFLowHunt Valley, MD2026-10-23
J.Safra Asset Management Corp
36$6.1K0.0%ETFLowNew York, NY2026-11-03
Elyxium Wealth, LLC
34$5.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Rossby Financial, LCC
32$5.4K0.0%ETFMediumMelbourne, FL2026-11-05
Farmers & Merchants Investments Inc
31$5.2K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
30$5.1K0.0%ETFVery LowHermitage, PA2026-11-03
Activest Wealth Management
29$4.9K0.0%ETFLowAventura, FL2026-10-15
Signature Equity Partners, LLC
28$4.7K0.0%GrowthMediumColumbus, OH2026-10-29
Provenance Wealth Advisors, LLC
25$4.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Concord Wealth Partners
24$4.0K0.0%GrowthLowAbingdon, VA2026-11-02
Assetmark, Inc
22$3.7K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
20$3.4K0.0%IndexLowGreenwood Village, CO2026-10-20
PFS Partners, LLC
18$3.0K0.0%ETFVery LowMine Hill, NJ2026-10-21
West Paces Advisors Inc.
17$2.9K0.0%ETFLowAtlanta, GA2026-10-13
Highline Wealth Partners LLC
16$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
15$2.5K0.0%GARPLowMansfield, OH2026-10-27
Creative Capital Management Investments LLC
14$2.4K0.0%ETFLowSan Diego, CA2026-10-28
Mather Group, Llc.
14$2.4K0.0%ETFMediumChicago, IL2026-10-14
Cromwell Holdings LLC
12$2.0K0.0%IndexLowJackson, WY2026-10-28
Bay Harbor Wealth Management, LLC
11$1.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Financial Management Professionals, Inc.
11$1.9K0.0%ETFMediumAustin, TX2026-10-23
Acumen Wealth Advisors, LLC
11$1.9K0.0%GrowthHighChattanooga, TN2026-11-05
MV Capital Management, Inc.
8$1.4K0.0%ETFLowBethesda, MD2026-10-29
Nemes Rush Group LLC
6$1.0K0.0%CoreVery LowNovi, MI2026-11-04
DiNuzzo Private Wealth, Inc.
6$1.0K0.0%ETFLowBeaver, PA2026-10-16
Retirement Wealth Solutions LLC
6$1.0K0.0%ETFLowMarshfield, WI2026-10-07
Creative Financial Designs Inc
6$1.0K0.0%ETFMediumKokomo, IN2026-11-04
Brown, Lisle Ings, Inc.
5$8440.0%CoreVery LowProvidence, RI2026-10-16
Silver Grove Financial Group, Inc.
4$6750.0%CoreMediumOrchard Park, NY2026-11-05
Bell Investment Advisors, Inc
4$6750.0%ETFVery LowOrinda, CA2026-10-29
GoalVest Advisory LLC
4$6750.0%ETFMediumNew York, NY2026-10-02
Golden State Wealth Management, LLC
3$5060.0%ETFMediumSanta Ana, CA2026-11-02
TD Private Client Wealth LLC
3$5060.0%ETFLowNew York, NY2026-10-28
Hughes Financial Services, LLC
3$5500.0%ETFLowHerndon, VA2026-10-30
Bare Financial Services, Inc
3$5060.0%ETFVery LowGap, PA2026-11-04
Trust Co of Vermont
2$3370.0%CoreVery LowBrattleboro, VT2026-10-21
Valley National Advisers Inc
2$3380.0%ETFLowBethlehem, PA2026-10-23
DecisionPoint Financial, LLC
2$3380.0%ETFVery LowMesa, AZ2026-10-27
Proathlete Wealth Management LLC
1$1680.0%ETFVery LowBoca Raton, FL2026-10-15
WPG Advisers, LLC
1$1690.0%CoreLowBaltimore, MD2026-10-27
TFC Financial Management, Inc.
1$1690.0%ETFVery LowBoston, MA2026-10-26
Birch Financial Group, LLC
1$1210.0%CoreLowKeene, NH2026-10-27