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Allegion PLC (ALLE)

CUSIP: G0176J109 | Industrials · Security & Protection Services | Large Cap | 2097 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.5,340,9836.3%New 5%+ stakeSep 30, 202692d ahead of 13F (6,806,953 sh) · −1,465,970
13G/ABlackRock, Inc.5,340,983
6.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (6,806,953 sh) · −1,465,970

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,223,198
0.0% of portfolio›$188.1M
DekaBank Deutsche Girozentrale934,330
0.0% of portfolio›$145.2K
Cooke & Bieler LP678,670
1.6% of portfolio›$104.4M
Vontobel Holding Ltd.617,408
0.3% of portfolio›$94.9M
Boston Trust Walden Corp531,525
0.7% of portfolio›$81.7M
Bank of New York Mellon Corp461,231
0.0% of portfolio›$70.9M
Thrivent Financial for Lutherans415,482
0.0% of portfolio›$63.9K
M&G Plc240,640
0.2% of portfolio›$37.1M
Assetmark, Inc181,199
0.0% of portfolio›$27.9M
Citigroup Inc157,629
0.0% of portfolio›$24.2M
Strs Ohio148,557
0.1% of portfolio›$22.8M
Bahl & Gaynor LLC146,329
0.1% of portfolio›$22.5M
Mitsubishi UFJ Asset Management Co., Ltd.121,253
0.0% of portfolio›$18.6M
RIT Capital Partners PLC103,900
3.9% of portfolio›$16.0M
KBC Group NV103,682
0.0% of portfolio›$15.9K
Foyston, Gordon & Payne Inc94,377
2.9% of portfolio›$14.5M
Principal Financial Group Inc88,967
0.0% of portfolio›$13.7M
Daiwa Securities Group Inc.83,979
0.0% of portfolio›$12.9M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.79,736
0.3% of portfolio›$12.3M
Schwartz Investment Counsel Inc76,000
0.4% of portfolio›$11.7M
Ninety One North America, Inc.72,211
0.5% of portfolio›$11.1M
New York State Teachers Retirement System69,043
0.0% of portfolio›$10.6K
Truist Financial Corp63,293
0.0% of portfolio›$9.7M
Creative Planning57,637
0.0% of portfolio›$8.9M
Wealth Enhancement Advisory Services, LLC56,126
0.0% of portfolio›$7.7M
Meyer Handelman Co55,055
0.2% of portfolio›$8.5M
Calamos Advisors LLC50,352
0.0% of portfolio›$7.7M
Clifford Swan Investment Counsel LLC47,309
0.2% of portfolio›$7.3M
Y-Intercept (Hong Kong) Ltd41,751
0.1% of portfolio›$6.4M
Illinois Municipal Retirement Fund36,096
0.1% of portfolio›$5.6M
JLB & Associates Inc35,020
0.7% of portfolio›$4.9M
Pittenger & Anderson Inc34,940
0.2% of portfolio›$5.4M
Azzad Asset Management Inc34,903
0.5% of portfolio›$5.4M
GHP Investment Advisors, Inc.32,085
0.2% of portfolio›$4.9M
Canoe Financial LP31,847
0.1% of portfolio›$4.9M
Assenagon Asset Management S.A.30,423
0.0% of portfolio›$4.7M
State of New Jersey Common Pension Fund D27,432
0.0% of portfolio›$4.2M
Louisbourg Investments Inc.26,416
0.6% of portfolio›$3.3M
Swiss Life Asset Management Ltd25,085
0.0% of portfolio›$3.9M
Czech National Bank24,433
0.0% of portfolio›$3.8M
Arizona State Retirement System24,208
0.0% of portfolio›$3.7M
Virginia Retirement Systems ET Al23,900
0.0% of portfolio›$3.7M
CIBC Asset Management Inc22,384
0.0% of portfolio›$3.4M
Banque de Luxembourg S.A.21,657
1.5% of portfolio›$3.3M
Mirae Asset Global Investments Co., Ltd.21,656
0.0% of portfolio›$3.3M
State of Michigan Retirement System21,328
0.0% of portfolio›$3.3M
First Nebraska Trust Co21,133
0.3% of portfolio›$3.2M
Oppenheimer & Co Inc19,401
0.0% of portfolio›$3.0M
Atria Investments, Inc18,833
0.0% of portfolio›$2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS18,788
0.0% of portfolio›$2.9M
Pictet Asset Management Holding SA18,452
0.0% of portfolio›$2.8M
AGF Management LTD17,854
0.0% of portfolio›$2.7M
Retirement Systems of Alabama17,834
0.0% of portfolio›$2.7M
NBT Bank, N.A.17,804
0.2% of portfolio›$2.7M
Birch Capital Management, LLC17,250
1.2% of portfolio›$2.7M
Parsons Capital Management Inc16,656
0.1% of portfolio›$2.6M
ProShare Advisors LLC16,161
0.0% of portfolio›$2.5M
Nisa Investment Advisors, LLC15,522
0.0% of portfolio›$2.4M
Diversified Management Inc15,515
0.4% of portfolio›$2.4M
Forvis Mazars Wealth Advisors, LLC14,769
0.0% of portfolio›$2.3M
Amalgamated Bank14,509
0.0% of portfolio›$2.2K
Neos Investment Management LLC14,508
0.0% of portfolio›$2.2M
Lecap Asset Management LTD14,096
1.0% of portfolio›$2.2M
Birch Hill Investment Advisors LLC12,500
0.1% of portfolio›$1.9M
Fideuram Asset Management (Ireland) dac12,246
0.0% of portfolio›$1.8M
TD Private Client Wealth LLC12,044
0.0% of portfolio›$1.9M
Regents Gate Capital LLP12,038
2.3% of portfolio›$1.9M
MacKenzie Financial Corp11,774
0.0% of portfolio›$1.8M
180 Wealth Advisors, LLC11,274
0.2% of portfolio›$1.7M
Diversify Wealth Management, LLC10,889
0.0% of portfolio›$1.7M
Diversify Advisory Services, LLC10,889
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC10,717
0.0% of portfolio›$1.6M
Imc-Chicago, LLC10,614
0.0% of portfolio›$1.6M
Oregon Public Employees Retirement Fund10,457
0.0% of portfolio›$1.6M
Bank Julius Baer & Co. Ltd, Zurich10,347
0.0% of portfolio›$1.6M
Xponance LLC9,935
0.0% of portfolio›$1.5M
ABN Amro Investment Solutions9,765
0.0% of portfolio›$1.5M
Lido Advisors, LLC9,625
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC9,284
0.0% of portfolio›$1.4M
True North Advisors, LLC8,957
0.1% of portfolio›$1.4M
Oppenheimer Asset Management Inc.8,955
0.0% of portfolio›$1.4M
Mutual of America Capital Management LLC8,694
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC8,547
0.0% of portfolio›$1.5M
HB Wealth Management, LLC8,513
0.0% of portfolio›$1.3M
US Bancorp \de\8,341
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue8,058
0.0% of portfolio›$1.2K
Simplex Trading, LLC8,005
0.0% of portfolio›$1.2M
Gateway Investment Advisers LLC7,928
0.0% of portfolio›$1.2M
Blvd Private Wealth, LLC7,596
0.9% of portfolio›$1.2M
Vise Technologies, Inc.7,449
0.0% of portfolio›$1.1M
Mission Wealth Management, LP7,280
0.0% of portfolio›$1.1M
Ethic Inc.6,792
0.0% of portfolio›$1.0M
Fruth Investment Management6,631
0.0% of portfolio›$1.0K
Herold Advisors, Inc.6,330
0.2% of portfolio›$973.4K
Citizens Financial Group Inc6,303
0.0% of portfolio›$969.2K
American National Bank & Trust6,235
0.1% of portfolio›$958.8K
Jackson Creek Investment Advisors LLC5,990
0.0% of portfolio›$921
State of Wyoming5,917
0.1% of portfolio›$909.9K
SEB Asset Management AB5,585
0.0% of portfolio›$858.8K
Valley National Advisers Inc5,448
0.1% of portfolio›$837.7K
Patriot Financial Group Insurance Agency, LLC5,177
0.1% of portfolio›$796.1K
Avior Wealth Management, LLC5,099
0.0% of portfolio›$784.1K
Exchange Traded Concepts, LLC5,081
0.0% of portfolio›$781.3K
Sumitomo Mitsui Trust Group, Inc.4,890
0.0% of portfolio›$751.9K
Krilogy Financial LLC4,876
0.0% of portfolio›$731.6K
Park Avenue Securities LLC4,850
0.0% of portfolio›$746
Raiffeisen Bank International AG4,815
0.0% of portfolio›$748.4K
NorthCrest Asset Manangement, LLC4,682
0.0% of portfolio›$702.3K
Hartford Investment Management Co4,596
0.0% of portfolio›$706.7K
Nilsine Partners, LLC4,492
0.0% of portfolio›$690.7K
Eagle Harbor Asset Management Inc4,477
0.5% of portfolio›$688.4K
DMC Group, LLC4,408
0.5% of portfolio›$677.8K
Argos Wealth Advisors, LLC4,264
0.2% of portfolio›$655.7K
Riverwater Partners LLC4,202
0.2% of portfolio›$646.1K
Louisiana State Employees Retirement System4,200
0.0% of portfolio›$645.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,121
0.0% of portfolio›$633.7K
Weatherly Asset Management L. P.4,106
0.0% of portfolio›$631.4K
Allspring Global Investments Holdings, LLC4,103
0.0% of portfolio›$632.9K
Concurrent Investment Advisors, LLC3,945
0.0% of portfolio›$606.7K
CoreCap Advisors, LLC3,923
0.0% of portfolio›$603.3K
Davenport & Co LLC3,899
0.0% of portfolio›$599.5K
Redmond Asset Management, LLC3,889
0.2% of portfolio›$598.0K
StoneRidge PMG Advisors, LLC3,886
0.0% of portfolio›$598
Regions Financial Corp3,873
0.0% of portfolio›$595.6K
Choreo, LLC3,869
0.0% of portfolio›$595.0K
Kestra Advisory Services, LLC3,817
0.0% of portfolio›$587.0K
Asset Management One Co., Ltd.3,803
0.0% of portfolio›$584.8K
Kingdom Financial Group Llc.3,729
0.1% of portfolio›$573.5K
Canandaigua National Bank & Trust Co3,556
0.0% of portfolio›$546.8K
Brighton Jones LLC3,544
0.0% of portfolio›$544.9K
111 Capital3,543
0.1% of portfolio›$544.8K
Gibbs Wealth Management3,515
0.1% of portfolio›$540.5K
Rossmore Private Capital3,448
0.0% of portfolio›$530.2K
V-Square Quantitative Management LLC3,364
0.0% of portfolio›$517.3K
Wesbanco Bank Inc3,356
0.0% of portfolio›$516.1K
Gamma Investing LLC3,319
0.0% of portfolio›$510.4K
WBI Investments, LLC3,144
0.1% of portfolio›$483.5K
Guyasuta Investment Advisors Inc3,095
0.0% of portfolio›$475.9K
Inscription Capital, LLC3,045
0.1% of portfolio›$468.2K
Sumitomo Mitsui DS Asset Management Company, Ltd3,044
0.0% of portfolio›$468.1K
W.H. Cornerstone Investments Inc.3,034
0.3% of portfolio›$466.5K
Aaron Wealth Advisors LLC3,009
0.0% of portfolio›$462.7K
Sagespring Wealth Partners, LLC3,002
0.0% of portfolio›$461.7K
Alhambra Investment Management LLC2,898
0.2% of portfolio›$445.6K
Signaturefd, LLC2,888
0.0% of portfolio›$444.1K
Dorato Capital Management2,880
0.3% of portfolio›$426.0K
NLB Skladi, upravljanje premozenja, d.o.o.2,840
0.0% of portfolio›$436.7K
AMG National Trust Bank2,832
0.0% of portfolio›$435.5K
International Assets Investment Management, LLC2,697
0.0% of portfolio›$416.1K
MBL Wealth, LLC2,686
0.0% of portfolio›$413.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,640
0.0% of portfolio›$406.0K
North Dakota State Investment Board2,597
0.0% of portfolio›$399.3K
Provenance Wealth Advisors, LLC2,588
0.0% of portfolio›$398.0K
Praxis Investment Management Inc2,551
0.0% of portfolio›$392
Norden Group LLC2,492
0.0% of portfolio›$383.3K
Compound Planning, Inc.2,437
0.0% of portfolio›$374.7K
Fjarde Ap-Fonden TH Swedish National Pension Fund2,434
0.0% of portfolio›$374.3K
Sterling Capital Management LLC2,429
0.0% of portfolio›$373.5K
CX Institutional2,428
0.0% of portfolio›$373
Breakwater Capital Group2,415
0.0% of portfolio›$371.4K
Curated Wealth Partners LLC2,411
0.0% of portfolio›$370.7K
Crumly & Associates Inc.2,402
0.1% of portfolio›$369.4K
J.W. Cole Advisors, Inc.2,372
0.0% of portfolio›$364.7K
Thrive Wealth Management, LLC2,352
0.0% of portfolio›$361.7K
Portside Wealth Group, LLC2,335
0.0% of portfolio›$359.1K
Cambridge Investment Research Advisors, Inc.2,313
0.0% of portfolio›$356
Axxcess Wealth Management, LLC2,310
0.0% of portfolio›$355.2K
StoneX Group Inc.2,290
0.0% of portfolio›$354.3K
Crossmark Global Holdings, Inc.2,247
0.0% of portfolio›$345.5K
GC Wealth Management RIA, LLC2,236
0.0% of portfolio›$343.8K
Wilmington Savings Fund Society, FSB2,211
0.0% of portfolio›$340.0K
Versant Capital Management, Inc2,171
0.0% of portfolio›$333.8K
Certuity, LLC2,146
0.0% of portfolio›$330.0K
Parcion Private Wealth LLC2,134
0.0% of portfolio›$328.1K
Larson Financial Group LLC2,086
0.0% of portfolio›$320.8K
Applied Finance Capital Management, LLC1,970
0.0% of portfolio›$302.9K
Old National Bancorp1,961
0.0% of portfolio›$301.5K
EverSource Wealth Advisors, LLC1,924
0.0% of portfolio›$295.8K
Kestra Private Wealth Services, LLC1,919
0.0% of portfolio›$295.1K
IFP Advisors, Inc1,916
0.0% of portfolio›$294.6K
LVW Advisors, LLC1,916
0.0% of portfolio›$294.6K
Platform Technology Partners1,854
0.0% of portfolio›$285.1K
Clear Creek Financial Management, LLC1,848
0.0% of portfolio›$284.2K
Burney Co/1,846
0.0% of portfolio›$283.9K
Childress Capital Advisors, LLC1,818
0.0% of portfolio›$279.6K
Partnership Wealth Management, LLC1,801
0.2% of portfolio›$276.9K
Farther Finance Advisors, LLC1,801
0.0% of portfolio›$276.9K
Essex Bank1,797
0.1% of portfolio›$276.3K
Impact Capital Partners LLC1,795
0.1% of portfolio›$276.0K
Apollon Wealth Management, LLC1,793
0.0% of portfolio›$275.8K
Park National Corp1,777
0.0% of portfolio›$273.2K
Wedmont Private Capital1,771
0.0% of portfolio›$265.6K
HUB Investment Partners, LLC1,761
0.0% of portfolio›$270.8K
Romano Brothers and Company1,759
0.0% of portfolio›$270.5K
First Bank & Trust1,757
0.0% of portfolio›$270.2K
AlphaCore Capital LLC1,702
0.0% of portfolio›$261.7K
Vann Equity Management LLC1,699
0.2% of portfolio›$261.3K
Novem Group1,589
0.0% of portfolio›$244.3K
D.A. Davidson & Co.1,573
0.0% of portfolio›$241.9K
Clear Harbor Asset Management, LLC1,561
0.0% of portfolio›$240.0K
Elser Financial Planning, Inc1,551
0.0% of portfolio›$344.2K
Massachusetts Wealth Management1,519
0.1% of portfolio›$233.6K
Frank, Rimerman Advisors LLC1,518
0.0% of portfolio›$233.4K
Flagship Harbor Advisors, LLC1,510
0.0% of portfolio›$232.2K
Sowell Financial Services LLC1,510
0.0% of portfolio›$232.2K
Evergreen Capital Management LLC1,495
0.0% of portfolio›$229.9K
Parallel Advisors, LLC1,478
0.0% of portfolio›$227.2K
World Equity Group, Inc.1,454
0.1% of portfolio›$223.5K
One Wealth Capital Management, LLC1,402
0.1% of portfolio›$215.6K
Griffin Asset Management, Inc.1,400
0.0% of portfolio›$215.3K
Perigon Wealth Management, LLC1,396
0.0% of portfolio›$214.7K
Crestwood Advisors Group, LLC1,384
0.0% of portfolio›$212.8K
Heritage Family Offices, LLP1,383
0.1% of portfolio›$212.7K
Groesbeck Investment Management Corp1,380
0.0% of portfolio›$212
Blue Trust, Inc.1,359
0.0% of portfolio›$209.0K
Daymark Wealth Partners, LLC1,346
0.0% of portfolio›$207.0K
Diligent Investors, LLC1,313
0.0% of portfolio›$201.9K
Prospera Financial Services Inc1,298
0.0% of portfolio›$242.4K
Beacon Investment Advisory Services, Inc.1,071
0.0% of portfolio›$164.7K
Cape Investment Advisory, Inc.1,052
0.0% of portfolio›$161.8K
Montag A & Associates Inc1,038
0.0% of portfolio›$159.6K
Root Financial Partners, LLC820
0.0% of portfolio›$126.1K
Lanark Financial, Inc.561
0.0% of portfolio›$86.3K
Eastern Bank536
0.0% of portfolio›$82.4K
New England Capital Financial Advisors LLC522
0.0% of portfolio›$80.2K
Covestor Ltd448
0.0% of portfolio›$69
Mather Group, Llc.447
0.0% of portfolio›$68.7K
Essential Partners LLC402
0.0% of portfolio›$61.8K
Pinnacle Wealth Planning Services, Inc.387
0.0% of portfolio›$59.5K
SJS Investment Consulting Inc.364
0.0% of portfolio›$56.0K
Oakworth Capital, Inc.350
0.0% of portfolio›$53.8K
Gladwyn Financial Advisors, Inc.348
0.0% of portfolio›$53.5K
True Wealth Design, LLC342
0.0% of portfolio›$52.6K
Kimelman & Baird, LLC333
0.0% of portfolio›$51.2K
TD Waterhouse Canada Inc.309
0.0% of portfolio›$47.7K
J.Safra Asset Management Corp297
0.0% of portfolio›$45.7K
Hickory Point Bank & Trust273
0.0% of portfolio›$42.0K
Alta Capital Management LLC/250
0.0% of portfolio›$38.4K
Bank of New Hampshire249
0.0% of portfolio›$38.3K
Elevation Wealth Partners, LLC246
0.0% of portfolio›$37.8K
Financial Management Professionals, Inc.246
0.0% of portfolio›$37.8K
Compass Wealth Management LLC244
0.0% of portfolio›$37.5K
Private Trust Co NA240
0.0% of portfolio›$36.9K
Parkside Financial Bank & Trust214
0.0% of portfolio›$32.9K
MassMutual Private Wealth & Trust, FSB210
0.0% of portfolio›$32.3K
North Star Investment Management Corp.209
0.0% of portfolio›$32.1K
Hanson & Doremus Investment Management200
0.0% of portfolio›$31
Horizon Financial Services, LLC171
0.0% of portfolio›$26.3K
Cromwell Holdings LLC163
0.0% of portfolio›$25.1K
Elyxium Wealth, LLC163
0.0% of portfolio›$25.1K
Pinnacle Bancorp, Inc.160
0.0% of portfolio›$24.6K
Entrust Financial LLC158
0.0% of portfolio›$24.3K
Rossby Financial, LCC143
0.0% of portfolio›$22.0K
Westside Investment Management, Inc.140
0.0% of portfolio›$21.6K
Highline Wealth Partners LLC136
0.0% of portfolio›$20.9K
Princeton Global Asset Management LLC120
0.0% of portfolio›$18.5K
MJT & Associates Financial Advisory Group, Inc.118
0.0% of portfolio›$18.1K
Fortitude Family Office, LLC118
0.0% of portfolio›$18.1K
First Horizon Corp117
0.0% of portfolio›$18.0K
GK Wealth Management LLC116
0.0% of portfolio›$17.8K
Capital Advisors, Ltd. LLC115
0.0% of portfolio›$18
Grove Bank & Trust108
0.0% of portfolio›$16.6K
Old Second National Bank of Aurora105
0.0% of portfolio›$16.1K
GoalVest Advisory LLC105
0.0% of portfolio›$16.1K
Birch Financial Group, LLC97
0.0% of portfolio›$14.9K
Pension & Wealth Management Advisors, Inc.87
0.0% of portfolio›$13.4K
JFS Wealth Advisors, LLC87
0.0% of portfolio›$13.4K
Global X Japan Co., Ltd.85
0.0% of portfolio›$13.1K
Adirondack Trust Co84
0.0% of portfolio›$12.9K
Financial Consulate, Inc81
0.0% of portfolio›$12.5K
Virginia Estate & Retirement Planning Advisors Inc.79
0.0% of portfolio›$12.1K
Cedar Mountain Advisors, LLC74
0.0% of portfolio›$11.4K
Manchester Capital Management LLC74
0.0% of portfolio›$11.4K
Financial Perspectives, Inc66
0.0% of portfolio›$10.1K
Peoples Financial Services Corp.66
0.0% of portfolio›$10.1K
Financially Speaking Inc66
0.0% of portfolio›$10.1K
Farmers & Merchants Investments Inc63
0.0% of portfolio›$9.7K
PFS Partners, LLC63
0.0% of portfolio›$9.7K
Toth Financial Advisory Corp62
0.0% of portfolio›$9.5K
Harbor Investment Advisory, LLC61
0.0% of portfolio›$9.4K
Silver Grove Financial Group, Inc.60
0.0% of portfolio›$9.2K
UMB Private Wealth Management, LLC50
0.0% of portfolio›$7.7K
Ninety One UK Ltd43
0.0% of portfolio›$6.6K
Wolff Wiese Magana LLC38
0.0% of portfolio›$5.8K
Ares Financial Consulting, LLC36
0.0% of portfolio›$5.5K
Align Financial, LLC33
0.0% of portfolio›$5.1K
Private Wealth Management Group, LLC33
0.0% of portfolio›$5.1K
Key FInancial Inc29
0.0% of portfolio›$4.5K
SBI Securities Co., Ltd.29
0.0% of portfolio›$4.5K
Owl Creek Wealth Partners LLC28
0.0% of portfolio›$4.3K
Cullen T Bankers, Inc.27
0.0% of portfolio›$4.2K
Bell Investment Advisors, Inc26
0.0% of portfolio›$4.0K
Creative Capital Management Investments LLC24
0.0% of portfolio›$3.7K
MV Capital Management, Inc.24
0.0% of portfolio›$3.7K
Blue Bell Private Wealth Management, LLC24
0.0% of portfolio›$3.7K
Roxbury Financial LLC23
0.0% of portfolio›$3.6K
Bay Harbor Wealth Management, LLC22
0.0% of portfolio›$3.4K
Asset Dedication, LLC21
0.0% of portfolio›$3.2K
Signature Equity Partners, LLC20
0.0% of portfolio›$3.0K
Spire Wealth Management18
0.0% of portfolio›$2.8K
Salomon & Ludwin, LLC17
0.0% of portfolio›$2.6K
Financial Network Wealth Advisors LLC17
0.0% of portfolio›$2.6K
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$2.2K
James T. Borello RIA13
0.0% of portfolio›$2.0K
Albion Financial Group11
0.0% of portfolio›$1.7K
Creative Financial Designs Inc10
0.0% of portfolio›$1.6K
Clark Wealth Partners9
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC9
0.0% of portfolio›$1.7K
Golden State Wealth Management, LLC7
0.0% of portfolio›$1.1K
West Paces Advisors Inc.7
0.0% of portfolio›$1.1K
Ascentis Wealth Management, LLC7
0.0% of portfolio›$1.1K
Laurel Wealth Advisors LLC6
0.0% of portfolio›$923
Bfsg, LLC5
0.0% of portfolio›$769
DecisionPoint Financial, LLC4
0.0% of portfolio›$618
WPG Advisers, LLC4
0.0% of portfolio›$615
Aspect Partners, LLC3
0.0% of portfolio›$461
Quaker Wealth Management, LLC3
0.0% of portfolio›$462
Brown, Lisle Ings, Inc.3
0.0% of portfolio›$461
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$462
Essential Investment Partners LLC2
0.0% of portfolio›$308
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$308
Maryland Capital Advisors Inc.1
0.0% of portfolio›$154
TFC Financial Management, Inc.1
0.0% of portfolio›$154
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$154
Compass Financial Management LLC1
0.0% of portfolio›$154
Planning Strategies Inc.1
0.0% of portfolio›$154
Ascentis Independent Advisors1
0.0% of portfolio›$153
Oslo Pensjonsforsikring AS0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,223,198$188.1M0.0%IndexLowAustin, TX2026-11-04
DekaBank Deutsche Girozentrale
934,330$145.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Cooke & Bieler LP
678,670$104.4M1.6%Deep ValueMediumPhiladelphia, PA2026-10-21
Vontobel Holding Ltd.
617,408$94.9M0.3%CoreMediumZurich, Switzerland2026-10-16
Boston Trust Walden Corp
531,525$81.7M0.7%CoreLowBoston, MA2026-10-30
Bank of New York Mellon Corp
461,231$70.9M0.0%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
415,482$63.9K0.0%GARPMediumMinneapolis, MN2026-11-05
M&G Plc
240,640$37.1M0.2%CoreMediumLondon, United Kingdom2026-11-04
Assetmark, Inc
181,199$27.9M0.0%ETFLowConcord, CA2026-10-21
Citigroup Inc
157,629$24.2M0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
148,557$22.8M0.1%CoreMediumColumbus, OH2026-10-30
Bahl & Gaynor LLC
146,329$22.5M0.1%CoreLowCincinnati, OH2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
121,253$18.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
RIT Capital Partners PLC
103,900$16.0M3.9%Agg GrowthHighLondon, United Kingdom2026-11-05
KBC Group NV
103,682$15.9K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Foyston, Gordon & Payne Inc
94,377$14.5M2.9%CoreMediumToronto, Australia2026-11-02
Principal Financial Group Inc
88,967$13.7M0.0%CoreLowDes Moines, IA2026-11-02
Daiwa Securities Group Inc.
83,979$12.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
79,736$12.3M0.3%CoreHighTurin, Latvia2026-10-22
Schwartz Investment Counsel Inc
76,000$11.7M0.4%GrowthMediumPlymouth, MI2026-10-26
Ninety One North America, Inc.
72,211$11.1M0.5%CoreMediumNew York, NY2026-10-15
New York State Teachers Retirement System
69,043$10.6K0.0%CoreVery LowAlbany, NY2026-10-22
Truist Financial Corp
63,293$9.7M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
57,637$8.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
56,126$7.7M0.0%CoreLowPlymouth, MN2026-10-13
Meyer Handelman Co
55,055$8.5M0.2%CoreLowRye Brook, NY2026-10-28
Calamos Advisors LLC
50,352$7.7M0.0%GrowthMediumNaperville, IL2026-11-02
Clifford Swan Investment Counsel LLC
47,309$7.3M0.2%CoreVery LowPasadena, CA2026-11-05
Y-Intercept (Hong Kong) Ltd
41,751$6.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Illinois Municipal Retirement Fund
36,096$5.6M0.1%CoreMediumOak Brook, IL2026-11-05
JLB & Associates Inc
35,020$4.9M0.7%CoreLowPlymouth, MI2026-10-27
Pittenger & Anderson Inc
34,940$5.4M0.2%CoreLowLincoln, NE2026-11-02
Azzad Asset Management Inc
34,903$5.4M0.5%GrowthMediumFalls Church, VA2026-11-04
GHP Investment Advisors, Inc.
32,085$4.9M0.2%CoreVery LowDenver, CO2026-10-15
Canoe Financial LP
31,847$4.9M0.1%ValueMediumCalgary, Abu Dhabi2026-10-21
Assenagon Asset Management S.A.
30,423$4.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
State of New Jersey Common Pension Fund D
27,432$4.2M0.0%CoreLowTrenton, NJ2026-11-05
Louisbourg Investments Inc.
26,416$3.3M0.6%GARPMediumDieppe, Armenia2026-10-20
Swiss Life Asset Management Ltd
25,085$3.9M0.0%CoreLowZurich, Switzerland2026-11-03
Czech National Bank
24,433$3.8M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
24,208$3.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Virginia Retirement Systems ET Al
23,900$3.7M0.0%CoreMediumRichmond, VA2026-10-28
CIBC Asset Management Inc
22,384$3.4M0.0%GARPLowToronto, South Africa2026-11-05
Banque de Luxembourg S.A.
21,657$3.3M1.5%CoreLowLuxembourg, Netherlands2026-10-14
Mirae Asset Global Investments Co., Ltd.
21,656$3.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Michigan Retirement System
21,328$3.3M0.0%IndexLowEast Lansing, MI2026-10-27
First Nebraska Trust Co
21,133$3.2M0.3%CoreVery LowLincoln, NE2026-10-30
Oppenheimer & Co Inc
19,401$3.0M0.0%CoreLowNew York, NY2026-10-26
Atria Investments, Inc
18,833$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
18,788$2.9M0.0%CoreLowHarrisburg, PA2026-11-03
Pictet Asset Management Holding SA
18,452$2.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
AGF Management LTD
17,854$2.7M0.0%GrowthHighToronto, Australia2026-11-03
Retirement Systems of Alabama
17,834$2.7M0.0%IndexLowMontgomery, AL2026-11-04
NBT Bank, N.A.
17,804$2.7M0.2%CoreLowNorwich, NY2026-10-21
Birch Capital Management, LLC
17,250$2.7M1.2%CoreLowDallas, TX2026-10-27
Parsons Capital Management Inc
16,656$2.6M0.1%CoreLowProvidence, RI2026-10-28
ProShare Advisors LLC
16,161$2.5M0.0%GrowthLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
15,522$2.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Diversified Management Inc
15,515$2.4M0.4%CoreVery LowMilwaukee, WI2026-10-08
Forvis Mazars Wealth Advisors, LLC
14,769$2.3M0.0%ETFVery LowSpringfield, MO2026-10-13
Amalgamated Bank
14,509$2.2K0.0%CoreVery LowNew York, NY2026-10-23
Neos Investment Management LLC
14,508$2.2M0.0%IndexVery LowWestport, CT2026-11-04
Lecap Asset Management LTD
14,096$2.2M1.0%ValueVery HighLondon, United Kingdom2026-10-27
Birch Hill Investment Advisors LLC
12,500$1.9M0.1%CoreVery LowBoston, MA2026-10-16
Fideuram Asset Management (Ireland) dac
12,246$1.8M0.0%CoreHighDublin 1, Lithuania2026-10-29
TD Private Client Wealth LLC
12,044$1.9M0.0%ETFLowNew York, NY2026-10-28
Regents Gate Capital LLP
12,038$1.9M2.3%ValueVery HighLondon, United Kingdom2026-11-03
MacKenzie Financial Corp
11,774$1.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
180 Wealth Advisors, LLC
11,274$1.7M0.2%CoreLowFederal Way, WA2026-11-03
Diversify Wealth Management, LLC
10,889$1.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
10,889$1.7M0.0%GrowthLowSandy, UT2026-10-20
Commonwealth Equity Services, LLC
10,717$1.6M0.0%ETFLowWaltham, MA2026-11-02
Imc-Chicago, LLC
10,614$1.6M0.0%GARPVery HighChicago, IL2026-11-05
Oregon Public Employees Retirement Fund
10,457$1.6M0.0%IndexVery LowTigard, OR2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
10,347$1.6M0.0%GrowthMediumZurich, Switzerland2026-10-29
Xponance LLC
9,935$1.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
ABN Amro Investment Solutions
9,765$1.5M0.0%GrowthLowParis Cedex 008, India2026-10-21
Lido Advisors, LLC
9,625$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Yousif Capital Management, LLC
9,284$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
True North Advisors, LLC
8,957$1.4M0.1%CoreMediumDallas, TX2026-10-22
Oppenheimer Asset Management Inc.
8,955$1.4M0.0%CoreMediumNew York, NY2026-10-27
Mutual of America Capital Management LLC
8,694$1.3M0.0%IndexLowNew York, NY2026-10-23
Chicago Partners Investment Group LLC
8,547$1.5M0.0%GARPLowChicago, IL2026-10-27
HB Wealth Management, LLC
8,513$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
US Bancorp \de\
8,341$1.3M0.0%IndexLowMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
8,058$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Simplex Trading, LLC
8,005$1.2M0.0%CoreVery HighChicago, IL2026-11-04
Gateway Investment Advisers LLC
7,928$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Blvd Private Wealth, LLC
7,596$1.2M0.9%CoreMediumProspect, KY2026-10-14
Vise Technologies, Inc.
7,449$1.1M0.0%IndexLowNew York, NY2026-10-29
Mission Wealth Management, LP
7,280$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Ethic Inc.
6,792$1.0M0.0%CoreLowNew York, NY2026-11-03
Fruth Investment Management
6,631$1.0K0.0%CoreVery LowHouston, TX2026-10-13
Herold Advisors, Inc.
6,330$973.4K0.2%CoreLowNew York, NY2026-10-19
Citizens Financial Group Inc
6,303$969.2K0.0%GrowthLowProvidence, RI2026-10-23
American National Bank & Trust
6,235$958.8K0.1%CoreVery LowWichita Falls, TX2026-10-07
Jackson Creek Investment Advisors LLC
5,990$9210.0%ValueVery HighCastle Rock, CO2026-11-04
State of Wyoming
5,917$909.9K0.1%ValueHighCheyenne, WY2026-10-28
SEB Asset Management AB
5,585$858.8K0.0%CoreN/AStockholm, Sweden2026-11-04
Valley National Advisers Inc
5,448$837.7K0.1%ETFLowBethlehem, PA2026-10-23
Patriot Financial Group Insurance Agency, LLC
5,177$796.1K0.1%GrowthLowWalpole, MA2026-10-14
Avior Wealth Management, LLC
5,099$784.1K0.0%ETFMediumOmaha, NE2026-10-13
Exchange Traded Concepts, LLC
5,081$781.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
Sumitomo Mitsui Trust Group, Inc.
4,890$751.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Krilogy Financial LLC
4,876$731.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Park Avenue Securities LLC
4,850$7460.0%ETFMediumNew York, NY2026-10-26
Raiffeisen Bank International AG
4,815$748.4K0.0%GrowthMediumVienna, Chile2026-10-28
NorthCrest Asset Manangement, LLC
4,682$702.3K0.0%GrowthLowPlymouth, MN2026-10-13
Hartford Investment Management Co
4,596$706.7K0.0%IndexVery LowHartford, CT2026-11-04
Nilsine Partners, LLC
4,492$690.7K0.0%CoreMediumGreenwood Village, CO2026-11-02
Eagle Harbor Asset Management Inc
4,477$688.4K0.5%GARPLowSeattle, WA2026-10-21
DMC Group, LLC
4,408$677.8K0.5%CoreMediumBirmingham, AL2026-10-26
Argos Wealth Advisors, LLC
4,264$655.7K0.2%GrowthLowSacramento, CA2026-11-02
Riverwater Partners LLC
4,202$646.1K0.2%ValueMediumMilwaukee, WI2026-11-03
Louisiana State Employees Retirement System
4,200$645.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,121$633.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Weatherly Asset Management L. P.
4,106$631.4K0.0%GrowthVery LowDel Mar, CA2026-10-20
Allspring Global Investments Holdings, LLC
4,103$632.9K0.0%CoreMediumCharlotte, NC2026-11-04
Concurrent Investment Advisors, LLC
3,945$606.7K0.0%GrowthMediumTampa, FL2026-10-16
CoreCap Advisors, LLC
3,923$603.3K0.0%ETFMediumSouthfield, MI2026-10-08
Davenport & Co LLC
3,899$599.5K0.0%CoreMediumRichmond, VA2026-10-14
Redmond Asset Management, LLC
3,889$598.0K0.2%CoreLowHenrico, VA2026-10-27
StoneRidge PMG Advisors, LLC
3,886$5980.0%N/AN/ARadnor, PA2026-11-04
Regions Financial Corp
3,873$595.6K0.0%CoreLowBirmingham, AL2026-11-05
Choreo, LLC
3,869$595.0K0.0%IndexLowRockford, IL2026-10-28
Kestra Advisory Services, LLC
3,817$587.0K0.0%CoreLowAustin, TX2026-11-02
Asset Management One Co., Ltd.
3,803$584.8K0.0%IndexVery LowTokyo, Mexico2026-10-27
Kingdom Financial Group Llc.
3,729$573.5K0.1%ETFMediumPeoria, AZ2026-11-04
Canandaigua National Bank & Trust Co
3,556$546.8K0.0%CoreVery LowCanandaigua, NY2026-10-07
Brighton Jones LLC
3,544$544.9K0.0%CoreVery LowSeattle, WA2026-11-03
111 Capital
3,543$544.8K0.1%CoreVery HighParis, India2026-11-03
Gibbs Wealth Management
3,515$540.5K0.1%CoreLowAlpharetta, GA2026-10-22
Rossmore Private Capital
3,448$530.2K0.0%CoreLowGlastonbury, CT2026-10-27
V-Square Quantitative Management LLC
3,364$517.3K0.0%CoreLowChicago, IL2026-10-15
Wesbanco Bank Inc
3,356$516.1K0.0%CoreLowWheeling, WV2026-11-04
Gamma Investing LLC
3,319$510.4K0.0%IndexVery LowFoster City, CA2026-10-08
WBI Investments, LLC
3,144$483.5K0.1%ValueVery HighRed Bank, NJ2026-11-05
Guyasuta Investment Advisors Inc
3,095$475.9K0.0%CoreVery LowPittsburgh, PA2026-10-15
Inscription Capital, LLC
3,045$468.2K0.1%GARPMediumHouston, TX2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
3,044$468.1K0.0%IndexVery LowTokyo, Mexico2026-10-20
W.H. Cornerstone Investments Inc.
3,034$466.5K0.3%CoreLowKingston, MA2026-11-03
Aaron Wealth Advisors LLC
3,009$462.7K0.0%GrowthMediumChicago, IL2026-10-13
Sagespring Wealth Partners, LLC
3,002$461.7K0.0%ETFLowFranklin, TN2026-10-22
Alhambra Investment Management LLC
2,898$445.6K0.2%CoreLowPalmetto Bay, FL2026-10-15
Signaturefd, LLC
2,888$444.1K0.0%IndexLowAtlanta, GA2026-10-23
Dorato Capital Management
2,880$426.0K0.3%ValueVery LowDenver, CO2026-10-08
NLB Skladi, upravljanje premozenja, d.o.o.
2,840$436.7K0.0%GrowthLowLjubljana, Andorra2026-10-22
AMG National Trust Bank
2,832$435.5K0.0%ETFLowGreenwood Village, CO2026-11-05
International Assets Investment Management, LLC
2,697$416.1K0.0%CoreVery HighOrlando, FL2026-11-02
MBL Wealth, LLC
2,686$413.0K0.0%ETFLowCharlotte, NC2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,640$406.0K0.0%GrowthVery LowBoston, MA2026-10-23
North Dakota State Investment Board
2,597$399.3K0.0%GrowthMediumBismarck, ND2026-10-27
Provenance Wealth Advisors, LLC
2,588$398.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Praxis Investment Management Inc
2,551$3920.0%CoreLowGoshen, IN2026-11-03
Norden Group LLC
2,492$383.3K0.0%GrowthMediumProvo, UT2026-10-20
Compound Planning, Inc.
2,437$374.7K0.0%CoreLowNew York, NY2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
2,434$374.3K0.0%GrowthLowStockholm, Sweden2026-10-15
Sterling Capital Management LLC
2,429$373.5K0.0%GARPMediumCharlotte, NC2026-10-22
CX Institutional
2,428$3730.0%CoreMediumAuburn, IN2026-10-02
Breakwater Capital Group
2,415$371.4K0.0%ETFLowParamus, NJ2026-10-09
Curated Wealth Partners LLC
2,411$370.7K0.0%GARPLowEl Segundo, CA2026-10-15
Crumly & Associates Inc.
2,402$369.4K0.1%ETFMediumSpringfield, IL2026-10-07
J.W. Cole Advisors, Inc.
2,372$364.7K0.0%IndexLowTampa, FL2026-11-05
Thrive Wealth Management, LLC
2,352$361.7K0.0%ETFVery LowAudubon, PA2026-10-13
Portside Wealth Group, LLC
2,335$359.1K0.0%CoreMediumProvo, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
2,313$3560.0%ETFLowFairfield, IA2026-11-02
Axxcess Wealth Management, LLC
2,310$355.2K0.0%CoreLowCarlsbad, CA2026-10-21
StoneX Group Inc.
2,290$354.3K0.0%ETFMediumNew York, NY2026-11-03
Crossmark Global Holdings, Inc.
2,247$345.5K0.0%GARPMediumHouston, TX2026-10-21
GC Wealth Management RIA, LLC
2,236$343.8K0.0%GrowthMediumCambridge, MA2026-11-02
Wilmington Savings Fund Society, FSB
2,211$340.0K0.0%CoreLowWilmington, DE2026-10-23
Versant Capital Management, Inc
2,171$333.8K0.0%GARPLowPhoenix, AZ2026-10-02
Certuity, LLC
2,146$330.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Parcion Private Wealth LLC
2,134$328.1K0.0%CoreMediumBellevue, WA2026-10-28
Larson Financial Group LLC
2,086$320.8K0.0%GrowthLowSt Louis, MO2026-11-05
Applied Finance Capital Management, LLC
1,970$302.9K0.0%CoreMediumSan Juan, PR2026-11-03
Old National Bancorp
1,961$301.5K0.0%CoreLowEvansville, IN2026-10-20
EverSource Wealth Advisors, LLC
1,924$295.8K0.0%CoreMediumBirmingham, AL2026-11-04
Kestra Private Wealth Services, LLC
1,919$295.1K0.0%GrowthLowAustin, TX2026-10-30
IFP Advisors, Inc
1,916$294.6K0.0%GrowthLowTampa, FL2026-10-16
LVW Advisors, LLC
1,916$294.6K0.0%CoreMediumPittsford, NY2026-10-19
Platform Technology Partners
1,854$285.1K0.0%CoreVery LowLocust Valley, NY2026-11-02
Clear Creek Financial Management, LLC
1,848$284.2K0.0%ETFMediumSilverdale, WA2026-10-28
Burney Co/
1,846$283.9K0.0%GARPMediumReston, VA2026-10-15
Childress Capital Advisors, LLC
1,818$279.6K0.0%GARPMediumHouston, TX2026-10-28
Partnership Wealth Management, LLC
1,801$276.9K0.2%CoreLowTowson, MD2026-10-05
Farther Finance Advisors, LLC
1,801$276.9K0.0%IndexLowSan Francisco, CA2026-10-08
Essex Bank
1,797$276.3K0.1%CoreLowEssex, CT2026-10-16
Impact Capital Partners LLC
1,795$276.0K0.1%GrowthLowGreenwood Village, CO2026-10-22
Apollon Wealth Management, LLC
1,793$275.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Park National Corp
1,777$273.2K0.0%CoreLowNewark, OH2026-10-05
Wedmont Private Capital
1,771$265.6K0.0%IndexVery LowWest Chester, PA2026-10-09
HUB Investment Partners, LLC
1,761$270.8K0.0%GrowthLowAustin, TX2026-11-03
Romano Brothers and Company
1,759$270.5K0.0%CoreLowEvanston, IL2026-10-22
First Bank & Trust
1,757$270.2K0.0%CoreLowBrookings, SD2026-10-19
AlphaCore Capital LLC
1,702$261.7K0.0%ETFLowLa Jolla, CA2026-11-04
Vann Equity Management LLC
1,699$261.3K0.2%GrowthMediumPlano, TX2026-10-08
Novem Group
1,589$244.3K0.0%ETFMediumRochester, NY2026-10-19
D.A. Davidson & Co.
1,573$241.9K0.0%CoreLowGreat Falls, MT2026-10-28
Clear Harbor Asset Management, LLC
1,561$240.0K0.0%CoreLowStamford, CT2026-11-05
Elser Financial Planning, Inc
1,551$344.2K0.0%GARPLowIndianapolis, IN2026-10-16
Massachusetts Wealth Management
1,519$233.6K0.1%CoreLowNorth Andover, MA2026-10-21
Frank, Rimerman Advisors LLC
1,518$233.4K0.0%GrowthLowPalo Alto, CA2026-10-16
Flagship Harbor Advisors, LLC
1,510$232.2K0.0%ETFMediumBoston, MA2026-10-26
Sowell Financial Services LLC
1,510$232.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Evergreen Capital Management LLC
1,495$229.9K0.0%GARPMediumBellevue, WA2026-10-23
Parallel Advisors, LLC
1,478$227.2K0.0%IndexLowSan Francisco, CA2026-11-03
World Equity Group, Inc.
1,454$223.5K0.1%GrowthMediumSchaumburg, IL2026-10-14
One Wealth Capital Management, LLC
1,402$215.6K0.1%GrowthMediumScottsdale, AZ2026-10-23
Griffin Asset Management, Inc.
1,400$215.3K0.0%CoreLowNew York, NY2026-10-22
Perigon Wealth Management, LLC
1,396$214.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Crestwood Advisors Group, LLC
1,384$212.8K0.0%GrowthLowBoston, MA2026-10-27
Heritage Family Offices, LLP
1,383$212.7K0.1%GrowthHighScottsdale, AZ2026-11-02
Groesbeck Investment Management Corp
1,380$2120.0%GrowthVery LowGlen Rock, NJ2026-10-26
Blue Trust, Inc.
1,359$209.0K0.0%ETFLowBrentwood, TN2026-10-15
Daymark Wealth Partners, LLC
1,346$207.0K0.0%CoreLowCincinnati, OH2026-11-04
Diligent Investors, LLC
1,313$201.9K0.0%CoreLowRedlands, CA2026-10-21
Prospera Financial Services Inc
1,298$242.4K0.0%CoreMediumDallas, TX2026-11-04
Beacon Investment Advisory Services, Inc.
1,071$164.7K0.0%GrowthLowMorristown, NJ2026-10-13
Cape Investment Advisory, Inc.
1,052$161.8K0.0%ETFLowMcdonough, GA2026-10-13
Montag A & Associates Inc
1,038$159.6K0.0%CoreLowAtlanta, GA2026-10-29
Root Financial Partners, LLC
820$126.1K0.0%ETFMediumEncinitas, CA2026-10-21
Lanark Financial, Inc.
561$86.3K0.0%CoreMediumBirmingham, AL2026-10-26
Eastern Bank
536$82.4K0.0%GrowthMediumBoston, MA2026-10-05
New England Capital Financial Advisors LLC
522$80.2K0.0%ETFLowMeriden, CT2026-11-03
Covestor Ltd
448$690.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
447$68.7K0.0%ETFMediumChicago, IL2026-10-14
Essential Partners LLC
402$61.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pinnacle Wealth Planning Services, Inc.
387$59.5K0.0%GARPLowMansfield, OH2026-10-27
SJS Investment Consulting Inc.
364$56.0K0.0%ETFVery LowSylvania, OH2026-10-26
Oakworth Capital, Inc.
350$53.8K0.0%ETFLowBirmingham, AL2026-10-26
Gladwyn Financial Advisors, Inc.
348$53.5K0.0%ETFVery LowChantilly, VA2026-10-05
True Wealth Design, LLC
342$52.6K0.0%ETFMediumAkron, OH2026-10-13
Kimelman & Baird, LLC
333$51.2K0.0%CoreLowNew York, NY2026-11-03
TD Waterhouse Canada Inc.
309$47.7K0.0%CoreLowToronto, Australia2026-10-16
J.Safra Asset Management Corp
297$45.7K0.0%ETFLowNew York, NY2026-11-03
Hickory Point Bank & Trust
273$42.0K0.0%CoreVery LowDecatur, IL2026-10-01
Alta Capital Management LLC/
250$38.4K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Bank of New Hampshire
249$38.3K0.0%CoreLowLaconia, NH2026-10-06
Elevation Wealth Partners, LLC
246$37.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Financial Management Professionals, Inc.
246$37.8K0.0%ETFMediumAustin, TX2026-10-23
Compass Wealth Management LLC
244$37.5K0.0%GARPLowGuilford, CT2026-10-22
Private Trust Co NA
240$36.9K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
214$32.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
210$32.3K0.0%CoreLowSpringfield, MA2026-10-05
North Star Investment Management Corp.
209$32.1K0.0%CoreLowChicago, IL2026-10-27
Hanson & Doremus Investment Management
200$310.0%CoreVery LowBurlington, VT2026-10-16
Horizon Financial Services, LLC
171$26.3K0.0%ETFLowWinston Salem, NC2026-11-04
Cromwell Holdings LLC
163$25.1K0.0%IndexLowJackson, WY2026-10-28
Elyxium Wealth, LLC
163$25.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pinnacle Bancorp, Inc.
160$24.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Entrust Financial LLC
158$24.3K0.0%ETFLowWayne, PA2026-11-04
Rossby Financial, LCC
143$22.0K0.0%ETFMediumMelbourne, FL2026-11-05
Westside Investment Management, Inc.
140$21.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Highline Wealth Partners LLC
136$20.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Princeton Global Asset Management LLC
120$18.5K0.0%GrowthLowPrinceton, NJ2026-10-21
MJT & Associates Financial Advisory Group, Inc.
118$18.1K0.0%ETFLowMontevideo, MN2026-10-07
Fortitude Family Office, LLC
118$18.1K0.0%ETFMediumScottsdale, AZ2026-10-14
First Horizon Corp
117$18.0K0.0%CoreLowMemphis, TN2026-10-26
GK Wealth Management LLC
116$17.8K0.0%GARPVery HighReno, NV2026-10-09
Capital Advisors, Ltd. LLC
115$180.0%ETFLowShaker Heights, OH2026-10-27
Grove Bank & Trust
108$16.6K0.0%ETFLowMiami, FL2026-10-08
Old Second National Bank of Aurora
105$16.1K0.0%CoreLowAurora, IL2026-10-22
GoalVest Advisory LLC
105$16.1K0.0%ETFMediumNew York, NY2026-10-02
Birch Financial Group, LLC
97$14.9K0.0%CoreLowKeene, NH2026-10-27
Pension & Wealth Management Advisors, Inc.
87$13.4K0.0%ETFLowWaltham, MA2026-10-16
JFS Wealth Advisors, LLC
87$13.4K0.0%ETFVery LowHermitage, PA2026-11-03
Global X Japan Co., Ltd.
85$13.1K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Adirondack Trust Co
84$12.9K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Financial Consulate, Inc
81$12.5K0.0%ETFLowHunt Valley, MD2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
79$12.1K0.0%ETFLowGlen Allen, VA2026-10-14
Cedar Mountain Advisors, LLC
74$11.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Manchester Capital Management LLC
74$11.4K0.0%CoreLowManchester, VT2026-10-22
Financial Perspectives, Inc
66$10.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Peoples Financial Services Corp.
66$10.1K0.0%CoreVery LowMoosic, PA2026-10-20
Financially Speaking Inc
66$10.1K0.0%ETFHighGreenwood Village, CO2026-11-05
Farmers & Merchants Investments Inc
63$9.7K0.0%CoreVery LowLincoln, NE2026-10-22
PFS Partners, LLC
63$9.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Toth Financial Advisory Corp
62$9.5K0.0%CoreLowLeesburg, VA2026-10-08
Harbor Investment Advisory, LLC
61$9.4K0.0%GrowthLowLutherville, MD2026-10-13
Silver Grove Financial Group, Inc.
60$9.2K0.0%CoreMediumOrchard Park, NY2026-11-05
UMB Private Wealth Management, LLC
50$7.7K0.0%GrowthN/AKansas City, MO2026-10-19
Ninety One UK Ltd
43$6.6K0.0%CoreMediumLondon, United Kingdom2026-10-15
Wolff Wiese Magana LLC
38$5.8K0.0%GrowthLowCarslbad, CA2026-10-15
Ares Financial Consulting, LLC
36$5.5K0.0%CoreLowCalabasas, CA2026-10-19
Align Financial, LLC
33$5.1K0.0%ETFVery LowHermantown, MN2026-10-16
Private Wealth Management Group, LLC
33$5.1K0.0%ETFLowPrinceton, NJ2026-10-19
Key FInancial Inc
29$4.5K0.0%ETFLowWest Chester, PA2026-11-02
SBI Securities Co., Ltd.
29$4.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Owl Creek Wealth Partners LLC
28$4.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Cullen T Bankers, Inc.
27$4.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Bell Investment Advisors, Inc
26$4.0K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Capital Management Investments LLC
24$3.7K0.0%ETFLowSan Diego, CA2026-10-28
MV Capital Management, Inc.
24$3.7K0.0%ETFLowBethesda, MD2026-10-29
Blue Bell Private Wealth Management, LLC
24$3.7K0.0%YieldVery LowBlue Bell, PA2026-10-29
Roxbury Financial LLC
23$3.6K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Bay Harbor Wealth Management, LLC
22$3.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Asset Dedication, LLC
21$3.2K0.0%ETFLowSan Francisco, CA2026-11-03
Signature Equity Partners, LLC
20$3.0K0.0%GrowthMediumColumbus, OH2026-10-29
Spire Wealth Management
18$2.8K0.0%GrowthMediumMclean, VA2026-10-30
Salomon & Ludwin, LLC
17$2.6K0.0%ETFVery LowRichmond, VA2026-10-29
Financial Network Wealth Advisors LLC
17$2.6K0.0%ETFLowMurray, UT2026-10-28
DiNuzzo Private Wealth, Inc.
14$2.2K0.0%ETFLowBeaver, PA2026-10-16
James T. Borello RIA
13$2.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Albion Financial Group
11$1.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Creative Financial Designs Inc
10$1.6K0.0%ETFMediumKokomo, IN2026-11-04
Clark Wealth Partners
9$1.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Hughes Financial Services, LLC
9$1.7K0.0%ETFLowHerndon, VA2026-10-30
Golden State Wealth Management, LLC
7$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02
West Paces Advisors Inc.
7$1.1K0.0%ETFLowAtlanta, GA2026-10-13
Ascentis Wealth Management, LLC
7$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Laurel Wealth Advisors LLC
6$9230.0%CoreVery LowCharlotte, NC2026-10-27
Bfsg, LLC
5$7690.0%CoreLowIrvine, CA2026-10-30
DecisionPoint Financial, LLC
4$6180.0%ETFVery LowMesa, AZ2026-10-27
WPG Advisers, LLC
4$6150.0%CoreLowBaltimore, MD2026-10-27
Aspect Partners, LLC
3$4610.0%ETFMediumFairfax, VA2026-10-20
Quaker Wealth Management, LLC
3$4620.0%ETFMediumMoorestown, NJ2026-10-22
Brown, Lisle Ings, Inc.
3$4610.0%CoreVery LowProvidence, RI2026-10-16
Physician Wealth Advisors, Inc.
3$4620.0%ETFMediumMidvale, UT2026-10-20
Essential Investment Partners LLC
2$3080.0%GrowthLowEnglewood, CO2026-10-27
Birchwood Financial Partners, Inc.
2$3080.0%ETFVery LowBloomington, MN2026-11-02
Maryland Capital Advisors Inc.
1$1540.0%ETFVery LowChester, MD2026-10-15
TFC Financial Management, Inc.
1$1540.0%ETFVery LowBoston, MA2026-10-26
Caitong International Asset Management Co., Ltd
1$1540.0%GrowthVery HighHong Kong, South Korea2026-10-29
Compass Financial Management LLC
1$1540.0%CoreN/ATampa, FL2026-10-30
Planning Strategies Inc.
1$1540.0%ETFN/ALancaster, PA2026-10-02
Ascentis Independent Advisors
1$1530.0%ETFLowDallas, TX2026-11-03
Oslo Pensjonsforsikring AS
0$00.0%ValueLowOslo, Norway2026-10-15