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Zeta Global Holdings Corp (ZETA)

CUSIP: 98956A105 | NYSE | Technology · Software - Infrastructure | Mid Cap | 855 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.18,245,5078.0%New 5%+ stakeSep 30, 202619,821,373 sh (Jun 30, 2026)
13G/ABlackRock, Inc.18,245,507
8.0% of class · Sep 30, 2026New 5%+ stake
19,821,373 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,625,694
0.0% of portfolio›$114.4M
Truist Financial Corp1,393,777
0.1% of portfolio›$44.0M
Fort Washington Investment Advisors Inc1,182,282
0.2% of portfolio›$37.3M
Principal Financial Group Inc972,987
0.0% of portfolio›$30.7M
Bank of New York Mellon Corp908,573
0.0% of portfolio›$28.7M
Penn Capital Management Company, LLC666,331
1.5% of portfolio›$21.1M
Marathon Capital Management476,240
3.1% of portfolio›$15.0M
RPG Investment Advisory, LLC361,004
2.1% of portfolio›$11.4M
Creative Planning298,288
0.0% of portfolio›$9.4M
Park Avenue Securities LLC293,585
0.0% of portfolio›$9.3K
Hahn Capital Management LLC267,384
4.9% of portfolio›$8.4M
Granite Investment Partners, LLC258,109
0.4% of portfolio›$8.1M
Lisanti Capital Growth, LLC244,525
2.1% of portfolio›$7.7M
Kornitzer Capital Management Inc237,948
0.2% of portfolio›$7.5M
Imc-Chicago, LLC231,258
0.0% of portfolio›$7.3M
Moody National Bank Trust Division196,636
0.5% of portfolio›$6.2M
Summit Creek Advisors LLC188,304
2.4% of portfolio›$5.9M
Commonwealth Equity Services, LLC130,763
0.0% of portfolio›$4.1M
Harbour Capital Advisors, LLC115,720
0.7% of portfolio›$3.7M
Essex Investment Management Co LLC113,829
0.5% of portfolio›$3.6M
DekaBank Deutsche Girozentrale109,641
0.0% of portfolio›$3.4K
Annex Advisory Services, LLC97,401
0.1% of portfolio›$3.1M
Washington Trust Advisors, Inc.96,864
0.2% of portfolio›$3.1M
Register Financial Advisors LLC96,800
1.0% of portfolio›$3.1M
Virginia Retirement Systems ET Al93,866
0.0% of portfolio›$3.0M
Essential Investment Partners LLC78,889
1.7% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC69,283
0.0% of portfolio›$2.1M
Perkins Capital Management Inc69,225
1.6% of portfolio›$2.2M
State of New Jersey Common Pension Fund D62,839
0.0% of portfolio›$2.0M
Almanack Investment Partners, Llc.56,900
0.2% of portfolio›$1.8M
Strs Ohio55,300
0.0% of portfolio›$1.7M
D.A. Davidson & Co.54,975
0.0% of portfolio›$1.7M
Arizona State Retirement System54,040
0.0% of portfolio›$1.7M
Verus Capital Partners, LLC48,240
0.1% of portfolio›$1.5M
Citigroup Inc46,360
0.0% of portfolio›$1.5M
Cadent Capital Advisors, LLC41,065
0.3% of portfolio›$1.3M
Generali Investments, Management Co LLC40,467
0.2% of portfolio›$1.3M
Harbor Capital Advisors, Inc.40,404
0.0% of portfolio›$1.3K
Perigon Wealth Management, LLC37,352
0.0% of portfolio›$1.2M
Calamos Advisors LLC34,901
0.0% of portfolio›$1.1M
Juncture Wealth Strategies, LLC34,391
0.3% of portfolio›$1.1M
Kestra Advisory Services, LLC33,941
0.0% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd33,832
0.0% of portfolio›$1.1M
Vise Technologies, Inc.31,340
0.0% of portfolio›$989.4K
Central Pacific Bank - Trust Division29,071
0.1% of portfolio›$917.8K
ProShare Advisors LLC28,529
0.0% of portfolio›$900.7K
Blue Trust, Inc.26,976
0.0% of portfolio›$851.6K
Pictet Asset Management Holding SA26,860
0.0% of portfolio›$848.0K
Skylands Capital, LLC26,525
0.1% of portfolio›$837.4K
MMA Asset Management LLC25,867
0.3% of portfolio›$816.6K
FNY Investment Advisers, LLC25,000
0.0% of portfolio›$789
Argos Wealth Advisors, LLC24,303
0.2% of portfolio›$767.2K
Caitong International Asset Management Co., Ltd24,083
0.1% of portfolio›$760.3K
China Universal Asset Management Co., Ltd.24,000
0.0% of portfolio›$695.0K
Cambridge Investment Research Advisors, Inc.23,290
0.0% of portfolio›$735
Xponance LLC21,516
0.0% of portfolio›$679.3K
Evanson Financial, LLC20,612
0.0% of portfolio›$650.7K
Vontobel Holding Ltd.20,309
0.0% of portfolio›$641.2K
USAdvisors Wealth Management, LLC19,200
0.0% of portfolio›$606
Highland Capital Management, LLC18,188
0.0% of portfolio›$574.2K
Independent Financial Group, LLC16,811
0.0% of portfolio›$530.7K
Brighton Jones LLC16,737
0.0% of portfolio›$528.4K
SBI Securities Co., Ltd.15,571
0.0% of portfolio›$491.6K
Greenwood Capital Associates LLC15,058
0.0% of portfolio›$475.4K
Integrity Alliance, Llc.14,020
0.0% of portfolio›$442.6K
Fifth Third Bancorp13,691
0.0% of portfolio›$432.2K
Swiss Life Asset Management Ltd13,536
0.0% of portfolio›$427.3K
Sumitomo Mitsui Trust Group, Inc.13,364
0.0% of portfolio›$421.9K
Oppenheimer Asset Management Inc.12,924
0.0% of portfolio›$408.0K
Atria Investments, Inc12,888
0.0% of portfolio›$406.9K
Inspire Investing, LLC12,429
0.0% of portfolio›$392.4K
Evergreen Capital Management LLC11,431
0.0% of portfolio›$360.9K
Riggs Asset Managment Co. Inc.11,409
0.1% of portfolio›$360.2K
MGO One Seven LLC11,089
0.0% of portfolio›$350.1K
CoreCap Advisors, LLC10,752
0.0% of portfolio›$339.4K
J.W. Cole Advisors, Inc.10,649
0.0% of portfolio›$336.2K
Left Brain Wealth Management, LLC10,000
0.1% of portfolio›$315.7K
Hennion & Walsh Asset Management, Inc.9,959
0.0% of portfolio›$314.4K
State of Wyoming9,669
0.0% of portfolio›$305.3K
First Bank & Trust9,659
0.0% of portfolio›$304.9K
Praxis Investment Management Inc9,371
0.0% of portfolio›$296
Toth Financial Advisory Corp9,100
0.0% of portfolio›$287.3K
MinichMacGregor Wealth Management, LLC8,521
0.0% of portfolio›$265.0K
111 Capital8,382
0.0% of portfolio›$264.6K
HB Wealth Management, LLC7,940
0.0% of portfolio›$250.7K
Quaker Wealth Management, LLC7,856
0.1% of portfolio›$248.0K
Concurrent Investment Advisors, LLC7,567
0.0% of portfolio›$238.9K
Nisa Investment Advisors, LLC7,557
0.0% of portfolio›$238.6K
Higgins & Schmidt Wealth Strategies LLC7,556
0.1% of portfolio›$238.5K
Sterling Capital Management LLC7,497
0.0% of portfolio›$236.7K
KBC Group NV7,460
0.0% of portfolio›$236
Compound Planning, Inc.7,400
0.0% of portfolio›$233.6K
NorthCrest Asset Manangement, LLC7,046
0.0% of portfolio›$232.7K
CIBC Asset Management Inc6,818
0.0% of portfolio›$215.2K
Gunderson Capital Management LLC6,765
0.1% of portfolio›$213.6K
Kestra Private Wealth Services, LLC6,722
0.0% of portfolio›$212.2K
IFP Advisors, Inc6,437
0.0% of portfolio›$203.2K
Kingswood Wealth Advisors, LLC6,410
0.0% of portfolio›$202.4K
Chicago Partners Investment Group LLC6,067
0.0% of portfolio›$206.2K
Root Financial Partners, LLC5,675
0.0% of portfolio›$179.2K
Montag A & Associates Inc5,597
0.0% of portfolio›$176.7K
Farther Finance Advisors, LLC5,007
0.0% of portfolio›$158.1K
Fulcrum Asset Management LLP4,224
0.0% of portfolio›$122.3K
Gamma Investing LLC3,531
0.0% of portfolio›$111.5K
Reyes Financial Architecture, Inc.2,421
0.0% of portfolio›$76.4K
Hartford Financial Management Inc.2,400
0.0% of portfolio›$75.8K
WPG Advisers, LLC2,110
0.0% of portfolio›$66.6K
Rakuten Securities, Inc.2,062
0.0% of portfolio›$65.1K
EverSource Wealth Advisors, LLC1,833
0.0% of portfolio›$57.9K
Polaris Financial Partners1,774
0.0% of portfolio›$56
Versant Capital Management, Inc1,340
0.0% of portfolio›$42.3K
Catalyst Capital Advisors LLC1,200
0.0% of portfolio›$37.9K
GK Wealth Management LLC1,184
0.0% of portfolio›$37.4K
Murphy & Mullick Capital Management Corp1,150
0.0% of portfolio›$36.3K
Signaturefd, LLC1,148
0.0% of portfolio›$36.2K
Essential Partners LLC1,075
0.0% of portfolio›$33.9K
Rossby Financial, LCC1,067
0.0% of portfolio›$33.7K
Financial Management Professionals, Inc.1,025
0.0% of portfolio›$32.4K
Nova Financial LLC900
0.0% of portfolio›$28.4K
Private Trust Co NA727
0.0% of portfolio›$23.0K
Spire Wealth Management675
0.0% of portfolio›$21.3K
True Wealth Design, LLC638
0.0% of portfolio›$20.1K
Covestor Ltd618
0.0% of portfolio›$20
US Bancorp \de\535
0.0% of portfolio›$16.9K
IFS Advisors, LLC500
0.0% of portfolio›$15.8K
Blume Capital Management, Inc.500
0.0% of portfolio›$15.8K
Parallel Advisors, LLC454
0.0% of portfolio›$14.3K
Parkside Financial Bank & Trust385
0.0% of portfolio›$12.2K
TD Waterhouse Canada Inc.377
0.0% of portfolio›$12.2K
SJS Investment Consulting Inc.340
0.0% of portfolio›$10.7K
Ulland Investment Advisors, LLC300
0.0% of portfolio›$9
Fortitude Family Office, LLC273
0.0% of portfolio›$8.6K
Provenance Wealth Advisors, LLC264
0.0% of portfolio›$8.3K
Larson Financial Group LLC264
0.0% of portfolio›$8.3K
Hilton Head Capital Partners, LLC263
0.0% of portfolio›$8.3K
Signature Equity Partners, LLC246
0.0% of portfolio›$7.8K
Physician Wealth Advisors, Inc.223
0.0% of portfolio›$7.0K
MassMutual Private Wealth & Trust, FSB202
0.0% of portfolio›$6.4K
Salomon & Ludwin, LLC171
0.0% of portfolio›$5.4K
Leonteq Securities AG145
0.0% of portfolio›$4.6K
Latitude Advisors, LLC130
0.0% of portfolio›$4.1K
Lodestone Wealth Management LLC118
0.0% of portfolio›$3.7K
Armstrong Advisory Group, Inc117
0.0% of portfolio›$3.7K
Hughes Financial Services, LLC97
0.0% of portfolio›$3.2K
Silver Grove Financial Group, Inc.89
0.0% of portfolio›$2.8K
Mather Group, Llc.74
0.0% of portfolio›$2.3K
Bell Investment Advisors, Inc68
0.0% of portfolio›$2.1K
JFS Wealth Advisors, LLC67
0.0% of portfolio›$2.1K
Entrust Financial LLC50
0.0% of portfolio›$1.6K
Assetmark, Inc45
0.0% of portfolio›$1.4K
Trust Co of Vermont34
0.0% of portfolio›$1.1K
Avion Wealth33
0.0% of portfolio›$1
Burk Holdings LLC30
0.0% of portfolio›$947
Creative Capital Management Investments LLC27
0.0% of portfolio›$852
First Command Advisory Services, Inc.25
0.0% of portfolio›$789
Bare Financial Services, Inc22
0.0% of portfolio›$695
DiNuzzo Private Wealth, Inc.17
0.0% of portfolio›$537
Compass Financial Management LLC15
0.0% of portfolio›$474
Bay Harbor Wealth Management, LLC14
0.0% of portfolio›$442
Comprehensive Financial Planning, Inc.10
0.0% of portfolio›$315
Bear Mountain Capital, Inc.9
0.0% of portfolio›$286
Capital Advisors, Ltd. LLC6
0.0% of portfolio›$0
DecisionPoint Financial, LLC6
0.0% of portfolio›$195
Gilpin Wealth Management, LLC3
0.0% of portfolio›$95
Monetary Solutions, Ltd3
0.0% of portfolio›$95
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,625,694$114.4M0.0%IndexLowAustin, TX2026-11-04
Truist Financial Corp
1,393,777$44.0M0.1%CoreLowCharlotte, NC2026-10-30
Fort Washington Investment Advisors Inc
1,182,282$37.3M0.2%CoreLowCincinnati, OH2026-10-15
Principal Financial Group Inc
972,987$30.7M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
908,573$28.7M0.0%CoreLowNew York, NY2026-11-05
Penn Capital Management Company, LLC
666,331$21.1M1.5%ValueHighPhiladelphia, PA2026-11-04
Marathon Capital Management
476,240$15.0M3.1%CoreLowHunt Valley, MD2026-10-23
RPG Investment Advisory, LLC
361,004$11.4M2.1%GrowthLowPleasanton, CA2026-10-21
Creative Planning
298,288$9.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
293,585$9.3K0.0%ETFMediumNew York, NY2026-10-26
Hahn Capital Management LLC
267,384$8.4M4.9%GARPLowWalnut Creek, CA2026-10-30
Granite Investment Partners, LLC
258,109$8.1M0.4%CoreMediumEl Segundo, CA2026-11-04
Lisanti Capital Growth, LLC
244,525$7.7M2.1%GrowthVery HighNew York, NY2026-11-05
Kornitzer Capital Management Inc
237,948$7.5M0.2%CoreLowShawnee Mission, KS2026-11-03
Imc-Chicago, LLC
231,258$7.3M0.0%GARPVery HighChicago, IL2026-11-05
Moody National Bank Trust Division
196,636$6.2M0.5%CoreMediumGalveston, TX2026-10-06
Summit Creek Advisors LLC
188,304$5.9M2.4%GARPLowMinneapolis, MN2026-11-03
Commonwealth Equity Services, LLC
130,763$4.1M0.0%ETFLowWaltham, MA2026-11-02
Harbour Capital Advisors, LLC
115,720$3.7M0.7%GrowthLowTysons Corner, VA2026-10-13
Essex Investment Management Co LLC
113,829$3.6M0.5%GrowthMediumBoston, MA2026-10-19
DekaBank Deutsche Girozentrale
109,641$3.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Annex Advisory Services, LLC
97,401$3.1M0.1%GrowthHighBrookfield, WI2026-10-16
Washington Trust Advisors, Inc.
96,864$3.1M0.2%GrowthLowWellesley, MA2026-10-22
Register Financial Advisors LLC
96,800$3.1M1.0%GARPLowAtlanta, GA2026-10-23
Virginia Retirement Systems ET Al
93,866$3.0M0.0%CoreMediumRichmond, VA2026-10-28
Essential Investment Partners LLC
78,889$2.5M1.7%GrowthLowEnglewood, CO2026-10-27
Wealth Enhancement Advisory Services, LLC
69,283$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Perkins Capital Management Inc
69,225$2.2M1.6%GrowthLowWayzata, MN2026-11-02
State of New Jersey Common Pension Fund D
62,839$2.0M0.0%CoreLowTrenton, NJ2026-11-05
Almanack Investment Partners, Llc.
56,900$1.8M0.2%ETFMediumNewtown Square, PA2026-11-03
Strs Ohio
55,300$1.7M0.0%CoreMediumColumbus, OH2026-10-30
D.A. Davidson & Co.
54,975$1.7M0.0%CoreLowGreat Falls, MT2026-10-28
Arizona State Retirement System
54,040$1.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Verus Capital Partners, LLC
48,240$1.5M0.1%GrowthLowScottsdale, AZ2026-11-03
Citigroup Inc
46,360$1.5M0.0%CoreMediumNew York, NY2026-11-04
Cadent Capital Advisors, LLC
41,065$1.3M0.3%ETFHighTulsa, OK2026-10-09
Generali Investments, Management Co LLC
40,467$1.3M0.2%GrowthMediumLjubljana, Andorra2026-10-19
Harbor Capital Advisors, Inc.
40,404$1.3K0.0%ValueHighChicago, IL2026-10-22
Perigon Wealth Management, LLC
37,352$1.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Calamos Advisors LLC
34,901$1.1M0.0%GrowthMediumNaperville, IL2026-11-02
Juncture Wealth Strategies, LLC
34,391$1.1M0.3%ETFLowScottsdale, AZ2026-10-06
Kestra Advisory Services, LLC
33,941$1.1M0.0%CoreLowAustin, TX2026-11-02
Y-Intercept (Hong Kong) Ltd
33,832$1.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Vise Technologies, Inc.
31,340$989.4K0.0%IndexLowNew York, NY2026-10-29
Central Pacific Bank - Trust Division
29,071$917.8K0.1%CoreMediumHonolulu, HI2026-10-06
ProShare Advisors LLC
28,529$900.7K0.0%GrowthLowBethesda, MD2026-10-29
Blue Trust, Inc.
26,976$851.6K0.0%ETFLowBrentwood, TN2026-10-15
Pictet Asset Management Holding SA
26,860$848.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Skylands Capital, LLC
26,525$837.4K0.1%ValueMediumMilwaukee, WI2026-10-21
MMA Asset Management LLC
25,867$816.6K0.3%ETFMediumNew York, NY2026-11-02
FNY Investment Advisers, LLC
25,000$7890.0%GrowthVery HighNew York, NY2026-10-16
Argos Wealth Advisors, LLC
24,303$767.2K0.2%GrowthLowSacramento, CA2026-11-02
Caitong International Asset Management Co., Ltd
24,083$760.3K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
China Universal Asset Management Co., Ltd.
24,000$695.0K0.0%GrowthMediumShanghai, France2026-10-28
Cambridge Investment Research Advisors, Inc.
23,290$7350.0%ETFLowFairfield, IA2026-11-02
Xponance LLC
21,516$679.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Evanson Financial, LLC
20,612$650.7K0.0%ETFN/AMclean, VA2026-10-23
Vontobel Holding Ltd.
20,309$641.2K0.0%CoreMediumZurich, Switzerland2026-10-16
USAdvisors Wealth Management, LLC
19,200$6060.0%ETFLowEden Prairie, MN2026-10-21
Highland Capital Management, LLC
18,188$574.2K0.0%GrowthMediumMemphis, TN2026-10-26
Independent Financial Group, LLC
16,811$530.7K0.0%GrowthLowSan Diego, CA2026-10-13
Brighton Jones LLC
16,737$528.4K0.0%CoreVery LowSeattle, WA2026-11-03
SBI Securities Co., Ltd.
15,571$491.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Greenwood Capital Associates LLC
15,058$475.4K0.0%CoreMediumGreenwood, SC2026-10-27
Integrity Alliance, Llc.
14,020$442.6K0.0%ETFMediumUrbandale, IA2026-10-29
Fifth Third Bancorp
13,691$432.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Swiss Life Asset Management Ltd
13,536$427.3K0.0%CoreLowZurich, Switzerland2026-11-03
Sumitomo Mitsui Trust Group, Inc.
13,364$421.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Oppenheimer Asset Management Inc.
12,924$408.0K0.0%CoreMediumNew York, NY2026-10-27
Atria Investments, Inc
12,888$406.9K0.0%CoreMediumCharlotte, NC2026-10-15
Inspire Investing, LLC
12,429$392.4K0.0%GARPHighMeridian, ID2026-10-22
Evergreen Capital Management LLC
11,431$360.9K0.0%GARPMediumBellevue, WA2026-10-23
Riggs Asset Managment Co. Inc.
11,409$360.2K0.1%GrowthMediumDallas, PA2026-11-05
MGO One Seven LLC
11,089$350.1K0.0%GrowthLowBeachwood, OH2026-10-28
CoreCap Advisors, LLC
10,752$339.4K0.0%ETFMediumSouthfield, MI2026-10-08
J.W. Cole Advisors, Inc.
10,649$336.2K0.0%IndexLowTampa, FL2026-11-05
Left Brain Wealth Management, LLC
10,000$315.7K0.1%MomentumHighNaperville, IL2026-10-28
Hennion & Walsh Asset Management, Inc.
9,959$314.4K0.0%ValueMediumParsippany, NJ2026-10-13
State of Wyoming
9,669$305.3K0.0%ValueHighCheyenne, WY2026-10-28
First Bank & Trust
9,659$304.9K0.0%CoreLowBrookings, SD2026-10-19
Praxis Investment Management Inc
9,371$2960.0%CoreLowGoshen, IN2026-11-03
Toth Financial Advisory Corp
9,100$287.3K0.0%CoreLowLeesburg, VA2026-10-08
MinichMacGregor Wealth Management, LLC
8,521$265.0K0.0%ETFHighSaratoga Springs, NY2026-10-14
111 Capital
8,382$264.6K0.0%CoreVery HighParis, India2026-11-03
HB Wealth Management, LLC
7,940$250.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Quaker Wealth Management, LLC
7,856$248.0K0.1%ETFMediumMoorestown, NJ2026-10-22
Concurrent Investment Advisors, LLC
7,567$238.9K0.0%GrowthMediumTampa, FL2026-10-16
Nisa Investment Advisors, LLC
7,557$238.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Higgins & Schmidt Wealth Strategies LLC
7,556$238.5K0.1%ETFLowDenver, CO2026-10-26
Sterling Capital Management LLC
7,497$236.7K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
7,460$2360.0%CoreMediumBrussels, Czech Republic2026-10-22
Compound Planning, Inc.
7,400$233.6K0.0%CoreLowNew York, NY2026-11-05
NorthCrest Asset Manangement, LLC
7,046$232.7K0.0%GrowthLowPlymouth, MN2026-10-13
CIBC Asset Management Inc
6,818$215.2K0.0%GARPLowToronto, South Africa2026-11-05
Gunderson Capital Management LLC
6,765$213.6K0.1%Agg GrowthVery HighMt. Pleasant, SC2026-10-15
Kestra Private Wealth Services, LLC
6,722$212.2K0.0%GrowthLowAustin, TX2026-10-30
IFP Advisors, Inc
6,437$203.2K0.0%GrowthLowTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
6,410$202.4K0.0%GrowthLowSan Diego, CA2026-10-23
Chicago Partners Investment Group LLC
6,067$206.2K0.0%GARPLowChicago, IL2026-10-27
Root Financial Partners, LLC
5,675$179.2K0.0%ETFMediumEncinitas, CA2026-10-21
Montag A & Associates Inc
5,597$176.7K0.0%CoreLowAtlanta, GA2026-10-29
Farther Finance Advisors, LLC
5,007$158.1K0.0%IndexLowSan Francisco, CA2026-10-08
Fulcrum Asset Management LLP
4,224$122.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Gamma Investing LLC
3,531$111.5K0.0%IndexVery LowFoster City, CA2026-10-08
Reyes Financial Architecture, Inc.
2,421$76.4K0.0%ETFVery HighSan Diego, CA2026-10-22
Hartford Financial Management Inc.
2,400$75.8K0.0%CoreLowWest Hartford, CT2026-10-21
WPG Advisers, LLC
2,110$66.6K0.0%CoreLowBaltimore, MD2026-10-27
Rakuten Securities, Inc.
2,062$65.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
EverSource Wealth Advisors, LLC
1,833$57.9K0.0%CoreMediumBirmingham, AL2026-11-04
Polaris Financial Partners
1,774$560.0%GrowthN/AWesterville, OH2026-10-02
Versant Capital Management, Inc
1,340$42.3K0.0%GARPLowPhoenix, AZ2026-10-02
Catalyst Capital Advisors LLC
1,200$37.9K0.0%ETFVery LowSan Juan, PR2026-11-02
GK Wealth Management LLC
1,184$37.4K0.0%GARPVery HighReno, NV2026-10-09
Murphy & Mullick Capital Management Corp
1,150$36.3K0.0%GrowthLowSmithtown, NY2026-11-02
Signaturefd, LLC
1,148$36.2K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
1,075$33.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rossby Financial, LCC
1,067$33.7K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Management Professionals, Inc.
1,025$32.4K0.0%ETFMediumAustin, TX2026-10-23
Nova Financial LLC
900$28.4K0.0%N/AN/ATucson, AZ2026-11-04
Private Trust Co NA
727$23.0K0.0%CoreLowCleveland, OH2026-10-20
Spire Wealth Management
675$21.3K0.0%GrowthMediumMclean, VA2026-10-30
True Wealth Design, LLC
638$20.1K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
618$200.0%ValueHighLondon, United Kingdom2026-10-30
US Bancorp \de\
535$16.9K0.0%IndexLowMinneapolis, MN2026-11-05
IFS Advisors, LLC
500$15.8K0.0%ETFLowOverland Park, KS2026-10-14
Blume Capital Management, Inc.
500$15.8K0.0%CoreMediumBerkeley, CA2026-10-26
Parallel Advisors, LLC
454$14.3K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
385$12.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Waterhouse Canada Inc.
377$12.2K0.0%CoreLowToronto, Australia2026-10-16
SJS Investment Consulting Inc.
340$10.7K0.0%ETFVery LowSylvania, OH2026-10-26
Ulland Investment Advisors, LLC
300$90.0%GrowthVery LowMinneapolis, MN2026-10-13
Fortitude Family Office, LLC
273$8.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
264$8.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Larson Financial Group LLC
264$8.3K0.0%GrowthLowSt Louis, MO2026-11-05
Hilton Head Capital Partners, LLC
263$8.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Signature Equity Partners, LLC
246$7.8K0.0%GrowthMediumColumbus, OH2026-10-29
Physician Wealth Advisors, Inc.
223$7.0K0.0%ETFMediumMidvale, UT2026-10-20
MassMutual Private Wealth & Trust, FSB
202$6.4K0.0%CoreLowSpringfield, MA2026-10-05
Salomon & Ludwin, LLC
171$5.4K0.0%ETFVery LowRichmond, VA2026-10-29
Leonteq Securities AG
145$4.6K0.0%CoreHighZurich, Switzerland2026-10-29
Latitude Advisors, LLC
130$4.1K0.0%ETFLowYorkville, IL2026-10-27
Lodestone Wealth Management LLC
118$3.7K0.0%CoreLowSpokane, WA2026-10-14
Armstrong Advisory Group, Inc
117$3.7K0.0%ETFHighNeedham, MA2026-10-09
Hughes Financial Services, LLC
97$3.2K0.0%ETFLowHerndon, VA2026-10-30
Silver Grove Financial Group, Inc.
89$2.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Mather Group, Llc.
74$2.3K0.0%ETFMediumChicago, IL2026-10-14
Bell Investment Advisors, Inc
68$2.1K0.0%ETFVery LowOrinda, CA2026-10-29
JFS Wealth Advisors, LLC
67$2.1K0.0%ETFVery LowHermitage, PA2026-11-03
Entrust Financial LLC
50$1.6K0.0%ETFLowWayne, PA2026-11-04
Assetmark, Inc
45$1.4K0.0%ETFLowConcord, CA2026-10-21
Trust Co of Vermont
34$1.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Avion Wealth
33$10.0%ETFLowThe Woodlands, TX2026-11-04
Burk Holdings LLC
30$9470.0%ETFVery LowTulsa, OK2026-11-05
Creative Capital Management Investments LLC
27$8520.0%ETFLowSan Diego, CA2026-10-28
First Command Advisory Services, Inc.
25$7890.0%IndexLowFort Worth, TX2026-11-05
Bare Financial Services, Inc
22$6950.0%ETFVery LowGap, PA2026-11-04
DiNuzzo Private Wealth, Inc.
17$5370.0%ETFLowBeaver, PA2026-10-16
Compass Financial Management LLC
15$4740.0%CoreN/ATampa, FL2026-10-30
Bay Harbor Wealth Management, LLC
14$4420.0%ETFMediumHunt Valley, MD2026-11-03
Comprehensive Financial Planning, Inc.
10$3150.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Bear Mountain Capital, Inc.
9$2860.0%ETFLowSeattle, WA2026-11-04
Capital Advisors, Ltd. LLC
6$00.0%ETFLowShaker Heights, OH2026-10-27
DecisionPoint Financial, LLC
6$1950.0%ETFVery LowMesa, AZ2026-10-27
Gilpin Wealth Management, LLC
3$950.0%GrowthLowDenver, CO2026-10-09
Monetary Solutions, Ltd
3$950.0%ETFVery LowDayton, OH2026-10-22