Gates Indl Corp LTD COM SHS (GTES)

CUSIP: G39104107 | 164 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G BlackRock, Inc.	29,417,072	11.6%	New 5%+ stake	Jul 31, 2026	Not yet in a 13F

13G BlackRock, Inc.29,417,072

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP12,112,462

0.1% of portfolio$317.4M

Allspring Global Investments Holdings, LLC12,077,570

0.5% of portfolio$320.1M

Channing Capital Management, LLC3,025,054

2.1% of portfolio$79.3M

Van Berkom & Associates Inc.2,934,546

0.0% of portfolio$76.9K

Bank of New York Mellon Corp2,391,486

0.0% of portfolio$62.7M

Paradice Investment Management LLC1,258,095

5.6% of portfolio$33.0M

Principal Financial Group Inc1,201,058

0.0% of portfolio$31.5M

Leeward Investments, LLC - MA1,009,225

1.3% of portfolio$26.4M

Penn Capital Management Company, LLC774,993

1.5% of portfolio$20.3M

Citigroup Inc620,166

0.0% of portfolio$16.2M

Wedge Capital Management L L P616,799

0.3% of portfolio$16.2M

Strs Ohio387,496

0.0% of portfolio$10.2M

Creative Planning374,957

0.0% of portfolio$9.8M

Cooke & Bieler LP353,250

0.1% of portfolio$9.3M

State of Alaska, Department of Revenue133,076

0.0% of portfolio$3.5K

New York State Teachers Retirement System132,147

0.0% of portfolio$3.5K

Illinois Municipal Retirement Fund126,389

0.0% of portfolio$3.3M

Louisiana State Employees Retirement System107,800

0.0% of portfolio$2.8M

Truist Financial Corp97,203

0.0% of portfolio$2.5M

State of New Jersey Common Pension Fund D86,013

0.0% of portfolio$2.3M

Oppenheimer Asset Management Inc.83,075

0.0% of portfolio$2.2M

Wealth Enhancement Advisory Services, LLC72,721

0.0% of portfolio$1.9M

Arizona State Retirement System71,556

0.0% of portfolio$1.9M

Amalgamated Bank69,984

0.0% of portfolio$1.8K

Yousif Capital Management, LLC69,442

0.0% of portfolio$1.8M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS59,646

0.0% of portfolio$1.6M

Oregon Public Employees Retirement Fund56,802

0.0% of portfolio$1.5M

Park Avenue Securities LLC53,678

0.0% of portfolio$1.4K

Confluence Investment Management LLC50,090

0.0% of portfolio$1.3M

Highland Capital Management, LLC46,700

0.1% of portfolio$1.2M

Sendero Wealth Management, LLC43,093

0.1% of portfolio$1.1M

Keybank National Association38,420

0.0% of portfolio$1.0M

Pictet Asset Management Holding SA37,368

0.0% of portfolio$979.0K

US Bancorp \de\36,659

0.0% of portfolio$960.5K

Ethic Inc.32,117

0.0% of portfolio$841.5K

Atria Investments, Inc31,514

0.0% of portfolio$825.7K

Mutual of America Capital Management LLC31,379

0.0% of portfolio$822.1K

Gradient Investments LLC31,141

0.0% of portfolio$815.9K

Tectonic Advisors LLC26,656

0.0% of portfolio$698.4K

Uncommon Cents Investing Inc25,655

0.1% of portfolio$672.2K

Chicago Partners Investment Group LLC25,356

0.0% of portfolio$635.9K

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management24,489

0.0% of portfolio$641.6K

MacKenzie Financial Corp23,167

0.0% of portfolio$607.0K

Choreo, LLC22,835

0.0% of portfolio$598.3K

Xponance LLC19,479

0.0% of portfolio$510.4K

HB Wealth Management, LLC19,377

0.0% of portfolio$507.7K

State of Wyoming19,080

0.0% of portfolio$499.9K

Versant Capital Management, Inc18,307

0.0% of portfolio$479.6K

Covestor Ltd18,301

0.0% of portfolio$479

Gamma Investing LLC18,208

0.0% of portfolio$477.1K

Jackson Creek Investment Advisors LLC17,941

0.0% of portfolio$470

Evergreen Capital Management LLC17,527

0.0% of portfolio$459.2K

Swiss Life Asset Management Ltd16,742

0.0% of portfolio$438.6K

Crestwood Advisors Group, LLC16,707

0.0% of portfolio$437.7K

TCI Wealth Advisors, Inc.16,382

0.0% of portfolio$429.2K

Aaron Wealth Advisors LLC16,130

0.0% of portfolio$422.6K

Inscription Capital, LLC16,077

0.0% of portfolio$421.2K

Imc-Chicago, LLC15,602

0.0% of portfolio$408.8K

CIBC Asset Management Inc15,133

0.0% of portfolio$396.5K

Provenance Wealth Advisors, LLC15,125

0.0% of portfolio$396.3K

Riverwater Partners LLC14,855

0.1% of portfolio$389.2K

Exchange Traded Concepts, LLC14,254

0.0% of portfolio$373.5K

HUB Investment Partners, LLC14,038

0.0% of portfolio$367.8K

Certuity, LLC11,723

0.0% of portfolio$307.1K

Praxis Investment Management Inc11,576

0.0% of portfolio$303

Kestra Advisory Services, LLC11,311

0.0% of portfolio$296.3K

Signaturefd, LLC10,961

0.0% of portfolio$287.2K

Lecap Asset Management LTD10,459

0.1% of portfolio$274.0K

Krilogy Financial LLC10,281

0.0% of portfolio$269.7K

KBC Group NV8,958

0.0% of portfolio$235

AlphaCore Capital LLC8,947

0.0% of portfolio$234.4K

Sowell Financial Services LLC8,399

0.0% of portfolio$220.1K

Concurrent Investment Advisors, LLC7,906

0.0% of portfolio$207.1K

Cornerstone Wealth Group, LLC7,864

0.0% of portfolio$206.0K

Simplex Trading, LLC7,750

0.0% of portfolio$203.1K

Avanza Fonder AB7,749

0.0% of portfolio$203.0K

North Dakota State Investment Board7,652

0.0% of portfolio$200.5K

Sterling Capital Management LLC7,268

0.0% of portfolio$190.4K

Nisa Investment Advisors, LLC6,064

0.0% of portfolio$158.9K

Pinnacle Wealth Planning Services, Inc.5,912

0.0% of portfolio$154.9K

Larson Financial Group LLC5,686

0.0% of portfolio$149.0K

Mather Group, Llc.5,397

0.0% of portfolio$141.4K

Parallel Advisors, LLC5,353

0.0% of portfolio$140.2K

Farther Finance Advisors, LLC3,082

0.0% of portfolio$80.7K

Assetmark, Inc2,937

0.0% of portfolio$76.9K

Salomon & Ludwin, LLC2,450

0.0% of portfolio$64.2K

Fifth Third Bancorp2,388

0.0% of portfolio$62.6K

Essex Investment Management Co LLC1,996

0.0% of portfolio$52.3K

Elyxium Wealth, LLC1,911

0.0% of portfolio$50.1K

Davis Capital Management1,333

0.0% of portfolio$34.9K

Root Financial Partners, LLC1,284

0.0% of portfolio$33.6K

Parkside Financial Bank & Trust1,130

0.0% of portfolio$29.6K

Mitsubishi UFJ Asset Management Co., Ltd.942

0.0% of portfolio$24.7K

SBI Securities Co., Ltd.860

0.0% of portfolio$22.5K

Bare Financial Services, Inc810

0.0% of portfolio$21.2K

Cedar Mountain Advisors, LLC653

0.0% of portfolio$17.1K

EverSource Wealth Advisors, LLC560

0.0% of portfolio$14.7K

IFP Advisors, Inc524

0.0% of portfolio$13.7K

Trust Co of Vermont518

0.0% of portfolio$13.6K

True Wealth Design, LLC516

0.0% of portfolio$13.5K

Bell Investment Advisors, Inc467

0.0% of portfolio$12.2K

Highline Wealth Partners LLC357

0.0% of portfolio$9.4K

Wolverine Asset Management LLC336

0.0% of portfolio$8.8K

JFS Wealth Advisors, LLC314

0.0% of portfolio$8.2K

Physician Wealth Advisors, Inc.274

0.0% of portfolio$7.2K

Fortitude Family Office, LLC273

0.0% of portfolio$7.2K

Elevation Wealth Partners, LLC252

0.0% of portfolio$6.6K

SJS Investment Consulting Inc.248

0.0% of portfolio$6.5K

MassMutual Private Wealth & Trust, FSB242

0.0% of portfolio$6.3K

Farmers & Merchants Investments Inc238

0.0% of portfolio$6.2K

High Note Wealth, LLC199

0.0% of portfolio$5.2K

Capital Advisors, Ltd. LLC157

0.0% of portfolio$4

GoalVest Advisory LLC142

0.0% of portfolio$3.7K

Essential Partners LLC134

0.0% of portfolio$3.5K

Albion Financial Group130

0.0% of portfolio$3.4K

Creative Capital Management Investments LLC123

0.0% of portfolio$3.2K

Montag A & Associates Inc119

0.0% of portfolio$3.1K

Private Wealth Management Group, LLC87

0.0% of portfolio$2.3K

Signature Equity Partners, LLC77

0.0% of portfolio$2.0K

Ascentis Independent Advisors75

0.0% of portfolio$2.0K

Cromwell Holdings LLC74

0.0% of portfolio$1.9K

WPG Advisers, LLC74

0.0% of portfolio$1.9K

Valley National Advisers Inc70

0.0% of portfolio$1.8K

Avion Wealth63

0.0% of portfolio$1

Torren Management, LLC57

0.0% of portfolio$1.5K

Horizon Financial Services, LLC56

0.0% of portfolio$1.5K

Bay Harbor Wealth Management, LLC55

0.0% of portfolio$1.4K

Owl Creek Wealth Partners LLC55

0.0% of portfolio$1.4K

West Paces Advisors Inc.53

0.0% of portfolio$1.4K

Smallwood Wealth Investment Management, LLC52

0.0% of portfolio$1.4K

DiNuzzo Private Wealth, Inc.48

0.0% of portfolio$1.3K

Gilpin Wealth Management, LLC46

0.0% of portfolio$1.2K

Burk Holdings LLC44

0.0% of portfolio$1.2K

Silver Grove Financial Group, Inc.43

0.0% of portfolio$1.1K

Ares Financial Consulting, LLC32

0.0% of portfolio$838

Central Trust Co32

0.0% of portfolio$839

Clark Wealth Partners32

0.0% of portfolio$839

Pension & Wealth Management Advisors, Inc.30

0.0% of portfolio$786

Financial Consulate, Inc23

0.0% of portfolio$603

Rossby Financial, LCC11

0.0% of portfolio$288

DecisionPoint Financial, LLC11

0.0% of portfolio$292

Abound Wealth Management5

0.0% of portfolio$131

CoreCap Advisors, LLC5

0.0% of portfolio$131

James T. Borello RIA4

0.0% of portfolio$105

Maryland Capital Advisors Inc.3

0.0% of portfolio$79

GHP Investment Advisors, Inc.2

0.0% of portfolio$53

Activest Wealth Management1

0.0% of portfolio$26

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	12,112,462	$317.4M	0.1%	Index	Low	Austin, TX	2026-11-04
Allspring Global Investments Holdings, LLC	12,077,570	$320.1M	0.5%	Core	Medium	Charlotte, NC	2026-11-04
Channing Capital Management, LLC	3,025,054	$79.3M	2.1%	Value	High	Chicago, IL	2026-11-02
Van Berkom & Associates Inc.	2,934,546	$76.9K	0.0%	Deep Value	Medium	Montreal, Austria	2026-11-04
Bank of New York Mellon Corp	2,391,486	$62.7M	0.0%	Core	Low	New York, NY	2026-11-05
Paradice Investment Management LLC	1,258,095	$33.0M	5.6%	Value	Medium	Sydney, China	2026-10-19
Principal Financial Group Inc	1,201,058	$31.5M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Leeward Investments, LLC - MA	1,009,225	$26.4M	1.3%	Deep Value	Low	Boston, MA	2026-10-23
Penn Capital Management Company, LLC	774,993	$20.3M	1.5%	Value	High	Philadelphia, PA	2026-11-04
Citigroup Inc	620,166	$16.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Wedge Capital Management L L P	616,799	$16.2M	0.3%	Value	Medium	Charlotte, NC	2026-10-13
Strs Ohio	387,496	$10.2M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Creative Planning	374,957	$9.8M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Cooke & Bieler LP	353,250	$9.3M	0.1%	Deep Value	Medium	Philadelphia, PA	2026-10-21
State of Alaska, Department of Revenue	133,076	$3.5K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
New York State Teachers Retirement System	132,147	$3.5K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Illinois Municipal Retirement Fund	126,389	$3.3M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Louisiana State Employees Retirement System	107,800	$2.8M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Truist Financial Corp	97,203	$2.5M	0.0%	Core	Low	Charlotte, NC	2026-10-30
State of New Jersey Common Pension Fund D	86,013	$2.3M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Oppenheimer Asset Management Inc.	83,075	$2.2M	0.0%	Core	Medium	New York, NY	2026-10-27
Wealth Enhancement Advisory Services, LLC	72,721	$1.9M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Arizona State Retirement System	71,556	$1.9M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Amalgamated Bank	69,984	$1.8K	0.0%	Core	Very Low	New York, NY	2026-10-23
Yousif Capital Management, LLC	69,442	$1.8M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	59,646	$1.6M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Oregon Public Employees Retirement Fund	56,802	$1.5M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Park Avenue Securities LLC	53,678	$1.4K	0.0%	ETF	Medium	New York, NY	2026-10-26
Confluence Investment Management LLC	50,090	$1.3M	0.0%	Value	Medium	St. Louis, MO	2026-10-01
Highland Capital Management, LLC	46,700	$1.2M	0.1%	Growth	Medium	Memphis, TN	2026-10-26
Sendero Wealth Management, LLC	43,093	$1.1M	0.1%	GARP	Low	San Antonio, TX	2026-10-14
Keybank National Association	38,420	$1.0M	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Pictet Asset Management Holding SA	37,368	$979.0K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
US Bancorp \de\	36,659	$960.5K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Ethic Inc.	32,117	$841.5K	0.0%	Core	Low	New York, NY	2026-11-03
Atria Investments, Inc	31,514	$825.7K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Mutual of America Capital Management LLC	31,379	$822.1K	0.0%	Index	Low	New York, NY	2026-10-23
Gradient Investments LLC	31,141	$815.9K	0.0%	Core	Medium	Arden Hills, MN	2026-10-08
Tectonic Advisors LLC	26,656	$698.4K	0.0%	Yield	Low	Frisco, TX	2026-10-22
Uncommon Cents Investing Inc	25,655	$672.2K	0.1%	Value	Very Low	Janesville, WI	2026-10-20
Chicago Partners Investment Group LLC	25,356	$635.9K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	24,489	$641.6K	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
MacKenzie Financial Corp	23,167	$607.0K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Choreo, LLC	22,835	$598.3K	0.0%	Index	Low	Rockford, IL	2026-10-28
Xponance LLC	19,479	$510.4K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
HB Wealth Management, LLC	19,377	$507.7K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
State of Wyoming	19,080	$499.9K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Versant Capital Management, Inc	18,307	$479.6K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Covestor Ltd	18,301	$479	0.0%	Value	High	London, United Kingdom	2026-10-30
Gamma Investing LLC	18,208	$477.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Jackson Creek Investment Advisors LLC	17,941	$470	0.0%	Value	Very High	Castle Rock, CO	2026-11-04
Evergreen Capital Management LLC	17,527	$459.2K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Swiss Life Asset Management Ltd	16,742	$438.6K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Crestwood Advisors Group, LLC	16,707	$437.7K	0.0%	Growth	Low	Boston, MA	2026-10-27
TCI Wealth Advisors, Inc.	16,382	$429.2K	0.0%	ETF	Low	Tucson, AZ	2026-10-30
Aaron Wealth Advisors LLC	16,130	$422.6K	0.0%	Growth	Medium	Chicago, IL	2026-10-13
Inscription Capital, LLC	16,077	$421.2K	0.0%	GARP	Medium	Houston, TX	2026-11-02
Imc-Chicago, LLC	15,602	$408.8K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
CIBC Asset Management Inc	15,133	$396.5K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Provenance Wealth Advisors, LLC	15,125	$396.3K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Riverwater Partners LLC	14,855	$389.2K	0.1%	Value	Medium	Milwaukee, WI	2026-11-03
Exchange Traded Concepts, LLC	14,254	$373.5K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
HUB Investment Partners, LLC	14,038	$367.8K	0.0%	Growth	Low	Austin, TX	2026-11-03
Certuity, LLC	11,723	$307.1K	0.0%	GARP	Low	North Palm Beach, FL	2026-11-02
Praxis Investment Management Inc	11,576	$303	0.0%	Core	Low	Goshen, IN	2026-11-03
Kestra Advisory Services, LLC	11,311	$296.3K	0.0%	Core	Low	Austin, TX	2026-11-02
Signaturefd, LLC	10,961	$287.2K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Lecap Asset Management LTD	10,459	$274.0K	0.1%	Value	Very High	London, United Kingdom	2026-10-27
Krilogy Financial LLC	10,281	$269.7K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
KBC Group NV	8,958	$235	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
AlphaCore Capital LLC	8,947	$234.4K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Sowell Financial Services LLC	8,399	$220.1K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Concurrent Investment Advisors, LLC	7,906	$207.1K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Cornerstone Wealth Group, LLC	7,864	$206.0K	0.0%	Core	Medium	Huntersville, NC	2026-11-02
Simplex Trading, LLC	7,750	$203.1K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Avanza Fonder AB	7,749	$203.0K	0.0%	Growth	Low	Stockholm, Sweden	2026-10-13
North Dakota State Investment Board	7,652	$200.5K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Sterling Capital Management LLC	7,268	$190.4K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	6,064	$158.9K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Pinnacle Wealth Planning Services, Inc.	5,912	$154.9K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Larson Financial Group LLC	5,686	$149.0K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Mather Group, Llc.	5,397	$141.4K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Parallel Advisors, LLC	5,353	$140.2K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Farther Finance Advisors, LLC	3,082	$80.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Assetmark, Inc	2,937	$76.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
Salomon & Ludwin, LLC	2,450	$64.2K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Fifth Third Bancorp	2,388	$62.6K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Essex Investment Management Co LLC	1,996	$52.3K	0.0%	Growth	Medium	Boston, MA	2026-10-19
Elyxium Wealth, LLC	1,911	$50.1K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Davis Capital Management	1,333	$34.9K	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Root Financial Partners, LLC	1,284	$33.6K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Parkside Financial Bank & Trust	1,130	$29.6K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	942	$24.7K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
SBI Securities Co., Ltd.	860	$22.5K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Bare Financial Services, Inc	810	$21.2K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Cedar Mountain Advisors, LLC	653	$17.1K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
EverSource Wealth Advisors, LLC	560	$14.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
IFP Advisors, Inc	524	$13.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Trust Co of Vermont	518	$13.6K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
True Wealth Design, LLC	516	$13.5K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Bell Investment Advisors, Inc	467	$12.2K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Highline Wealth Partners LLC	357	$9.4K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Wolverine Asset Management LLC	336	$8.8K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
JFS Wealth Advisors, LLC	314	$8.2K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Physician Wealth Advisors, Inc.	274	$7.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Fortitude Family Office, LLC	273	$7.2K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Elevation Wealth Partners, LLC	252	$6.6K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
SJS Investment Consulting Inc.	248	$6.5K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
MassMutual Private Wealth & Trust, FSB	242	$6.3K	0.0%	Core	Low	Springfield, MA	2026-10-05
Farmers & Merchants Investments Inc	238	$6.2K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
High Note Wealth, LLC	199	$5.2K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Capital Advisors, Ltd. LLC	157	$4	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
GoalVest Advisory LLC	142	$3.7K	0.0%	ETF	Medium	New York, NY	2026-10-02
Essential Partners LLC	134	$3.5K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Albion Financial Group	130	$3.4K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Creative Capital Management Investments LLC	123	$3.2K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Montag A & Associates Inc	119	$3.1K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Private Wealth Management Group, LLC	87	$2.3K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Signature Equity Partners, LLC	77	$2.0K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Ascentis Independent Advisors	75	$2.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Cromwell Holdings LLC	74	$1.9K	0.0%	Index	Low	Jackson, WY	2026-10-28
WPG Advisers, LLC	74	$1.9K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Valley National Advisers Inc	70	$1.8K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Avion Wealth	63	$1	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Torren Management, LLC	57	$1.5K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Horizon Financial Services, LLC	56	$1.5K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Bay Harbor Wealth Management, LLC	55	$1.4K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Owl Creek Wealth Partners LLC	55	$1.4K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
West Paces Advisors Inc.	53	$1.4K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Smallwood Wealth Investment Management, LLC	52	$1.4K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
DiNuzzo Private Wealth, Inc.	48	$1.3K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Gilpin Wealth Management, LLC	46	$1.2K	0.0%	Growth	Low	Denver, CO	2026-10-09
Burk Holdings LLC	44	$1.2K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Silver Grove Financial Group, Inc.	43	$1.1K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Ares Financial Consulting, LLC	32	$838	0.0%	Core	Low	Calabasas, CA	2026-10-19
Central Trust Co	32	$839	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Clark Wealth Partners	32	$839	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Pension & Wealth Management Advisors, Inc.	30	$786	0.0%	ETF	Low	Waltham, MA	2026-10-16
Financial Consulate, Inc	23	$603	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Rossby Financial, LCC	11	$288	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
DecisionPoint Financial, LLC	11	$292	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Abound Wealth Management	5	$131	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
CoreCap Advisors, LLC	5	$131	0.0%	ETF	Medium	Southfield, MI	2026-10-08
James T. Borello RIA	4	$105	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Maryland Capital Advisors Inc.	3	$79	0.0%	ETF	Very Low	Chester, MD	2026-10-15
GHP Investment Advisors, Inc.	2	$53	0.0%	Core	Very Low	Denver, CO	2026-10-15
Activest Wealth Management	1	$26	0.0%	ETF	Low	Aventura, FL	2026-10-15