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Invesco LTD (IVZ)

CUSIP: G491BT108 | 2313 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/AMillennium Management LLC
with Integrated Core Strategies (US) LLC
17,117,8003.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AMillennium Management LLC17,117,800
3.9% of class · Jun 30, 2026Newly reported
with Integrated Core Strategies (US) LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP20,817,823
0.1% of portfolio›$627.9M
Bank of New York Mellon Corp2,049,926
0.0% of portfolio›$61.8M
Wealth Enhancement Advisory Services, LLC1,705,612
0.1% of portfolio›$50.1M
Wedge Capital Management L L P1,063,033
0.6% of portfolio›$32.1M
Todd Asset Management LLC1,013,268
0.6% of portfolio›$30.6M
Citigroup Inc733,136
0.0% of portfolio›$22.1M
Mitsubishi UFJ Asset Management Co., Ltd.565,601
0.0% of portfolio›$17.1M
Principal Financial Group Inc513,359
0.0% of portfolio›$15.5M
Strs Ohio437,644
0.0% of portfolio›$13.2M
Creative Planning417,785
0.0% of portfolio›$12.6M
New York State Teachers Retirement System343,844
0.0% of portfolio›$10.4K
MacKenzie Financial Corp323,280
0.0% of portfolio›$9.8M
Live Oak Private Wealth LLC313,794
1.1% of portfolio›$9.5M
Poehling Capital Management, Inc.248,545
1.5% of portfolio›$7.5M
Thrivent Financial for Lutherans238,689
0.0% of portfolio›$7.2K
Del-Sette Capital Management, LLC226,061
4.0% of portfolio›$6.8M
Exchange Traded Concepts, LLC212,408
0.0% of portfolio›$6.4M
Vista Investment Partners LLC178,385
1.4% of portfolio›$5.4M
Cacti Asset Management LLC175,180
0.3% of portfolio›$5.3M
Vontobel Holding Ltd.172,332
0.0% of portfolio›$5.2M
ProShare Advisors LLC140,813
0.0% of portfolio›$4.2M
D.A. Davidson & Co.134,519
0.0% of portfolio›$4.1M
Czech National Bank126,854
0.0% of portfolio›$3.8M
Vista Investment Partners II, LLC120,845
1.5% of portfolio›$3.6M
Prevail Innovative Wealth Advisors, LLC116,677
0.5% of portfolio›$3.6M
Mirae Asset Global Investments Co., Ltd.111,068
0.0% of portfolio›$3.3M
State of Michigan Retirement System110,898
0.0% of portfolio›$3.3M
State of New Jersey Common Pension Fund D110,245
0.0% of portfolio›$3.3M
Truist Financial Corp104,187
0.0% of portfolio›$3.1M
Arizona State Retirement System99,911
0.0% of portfolio›$3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS97,542
0.0% of portfolio›$2.9M
Swiss Life Asset Management Ltd97,131
0.0% of portfolio›$2.9M
CIBC Asset Management Inc96,888
0.0% of portfolio›$2.9M
Harmony Asset Management LLC96,656
0.7% of portfolio›$2.9M
Assetmark, Inc94,967
0.0% of portfolio›$2.9M
Retirement Systems of Alabama92,587
0.0% of portfolio›$2.8M
Continental Advisors LLC91,690
1.2% of portfolio›$2.8M
Neos Investment Management LLC88,969
0.0% of portfolio›$2.7M
HB Wealth Management, LLC79,241
0.0% of portfolio›$2.4M
Pictet Asset Management Holding SA74,221
0.0% of portfolio›$2.2M
Amalgamated Bank69,985
0.0% of portfolio›$2.1K
Gold Investment Management Ltd.69,634
0.6% of portfolio›$2.1M
Financiere des Professionnels - Fonds d'investissement inc.66,362
0.1% of portfolio›$2.0M
Vise Technologies, Inc.65,409
0.0% of portfolio›$2.0M
Brighton Jones LLC63,018
0.0% of portfolio›$1.9M
DekaBank Deutsche Girozentrale63,015
0.0% of portfolio›$1.9K
Nisa Investment Advisors, LLC60,950
0.0% of portfolio›$1.8M
Convergence Investment Partners, LLC59,092
0.1% of portfolio›$1.8M
Greenwood Capital Associates LLC57,050
0.2% of portfolio›$1.7M
Oregon Public Employees Retirement Fund54,245
0.0% of portfolio›$1.6M
Virginia Retirement Systems ET Al53,400
0.0% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.52,825
0.0% of portfolio›$1.6K
Contravisory Investment Management, Inc.51,502
0.3% of portfolio›$1.6M
Rakuten Investment Management, Inc.50,538
0.0% of portfolio›$1.5M
Lido Advisors, LLC50,226
0.0% of portfolio›$1.5M
Parrish Capital LLC47,709
1.4% of portfolio›$1.4M
Yousif Capital Management, LLC47,577
0.0% of portfolio›$1.4M
Wealthstar Advisors, LLC47,552
0.4% of portfolio›$1.4M
Xponance LLC47,317
0.0% of portfolio›$1.4M
Point Nemo Capital, LLC44,844
0.6% of portfolio›$1.4M
Commonwealth Equity Services, LLC44,704
0.0% of portfolio›$1.3M
Mutual of America Capital Management LLC44,349
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC43,601
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC43,513
0.0% of portfolio›$1.3M
Citizens Financial Group Inc43,273
0.0% of portfolio›$1.3M
UniSuper Management Pty Ltd43,003
0.0% of portfolio›$1.3M
Gamma Investing LLC41,904
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue41,825
0.0% of portfolio›$1.3K
NorthCrest Asset Manangement, LLC41,723
0.0% of portfolio›$1.3M
Jackson Creek Investment Advisors LLC41,495
0.0% of portfolio›$1.3K
Ascent Group, LLC38,384
0.0% of portfolio›$1.2M
Daiwa Securities Group Inc.38,176
0.0% of portfolio›$1.2M
Highland Capital Management, LLC37,245
0.1% of portfolio›$1.1M
Prospera Financial Services Inc36,917
0.0% of portfolio›$1.0M
Alps Advisors Inc36,230
0.0% of portfolio›$1.1M
TD Waterhouse Canada Inc.34,764
0.0% of portfolio›$1.1M
Wealthcare Advisory Partners LLC34,328
0.0% of portfolio›$1.0M
Retirement Planning Co of New England, Inc.33,722
0.4% of portfolio›$1.0M
SEB Asset Management AB32,548
0.0% of portfolio›$981.6K
Krilogy Financial LLC32,025
0.0% of portfolio›$937.1K
Keybank National Association31,712
0.0% of portfolio›$956.4K
Lecap Asset Management LTD30,570
0.4% of portfolio›$922.0K
Quilter Plc30,000
0.0% of portfolio›$904.8K
Crossmark Global Holdings, Inc.29,111
0.0% of portfolio›$878.0K
Global Financial Private Client, LLC28,531
0.2% of portfolio›$860.5K
Atria Investments, Inc28,069
0.0% of portfolio›$846.6K
Farther Finance Advisors, LLC28,022
0.0% of portfolio›$845.1K
Gradient Investments LLC27,634
0.0% of portfolio›$833.5K
Gateway Investment Advisers LLC27,192
0.0% of portfolio›$820.1K
Sumitomo Mitsui Trust Group, Inc.26,465
0.0% of portfolio›$798.2K
Allspring Global Investments Holdings, LLC26,333
0.0% of portfolio›$801.1K
Apollon Wealth Management, LLC25,623
0.0% of portfolio›$772.8K
Robeco Institutional Asset Management B.V.25,087
0.0% of portfolio›$756.6K
Venture Visionary Partners LLC24,543
0.0% of portfolio›$740.2K
Wedmont Private Capital24,013
0.0% of portfolio›$722.5K
Hartford Investment Management Co23,472
0.0% of portfolio›$707.9K
Ethic Inc.23,389
0.0% of portfolio›$705.4K
Arga Investment Management, LP23,331
0.0% of portfolio›$703.7K
Y-Intercept (Hong Kong) Ltd23,031
0.0% of portfolio›$694.6K
Sound Income Strategies, LLC22,321
0.0% of portfolio›$671.6K
Louisiana State Employees Retirement System21,700
0.0% of portfolio›$654.5K
Sterling Capital Management LLC21,253
0.0% of portfolio›$641.0K
Inscription Capital, LLC20,587
0.1% of portfolio›$620.9K
Pavaki Capital Management LLC20,000
0.2% of portfolio›$603.2K
Kestra Advisory Services, LLC19,967
0.0% of portfolio›$602.2K
EverSource Wealth Advisors, LLC19,947
0.0% of portfolio›$601.6K
Asset Management One Co., Ltd.19,615
0.0% of portfolio›$591.6K
MBL Wealth, LLC19,516
0.0% of portfolio›$588.6K
Arvest Investments, Inc.19,262
0.1% of portfolio›$580.9K
Curated Wealth Partners LLC18,536
0.0% of portfolio›$559.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management18,326
0.0% of portfolio›$552.7K
Kendall Capital Management18,300
0.1% of portfolio›$551.9K
AlphaCore Capital LLC17,918
0.0% of portfolio›$540.4K
Mather Group, Llc.17,722
0.0% of portfolio›$534.5K
CX Institutional17,228
0.0% of portfolio›$520
Park Avenue Securities LLC17,126
0.0% of portfolio›$517
Generali Asset Management SPA SGR17,081
0.0% of portfolio›$515.2K
Signaturefd, LLC17,015
0.0% of portfolio›$513.2K
Parcion Private Wealth LLC16,791
0.0% of portfolio›$506.4K
Perigon Wealth Management, LLC16,358
0.0% of portfolio›$493.4K
Choreo, LLC15,842
0.0% of portfolio›$477.8K
WealthBridge Capital Management, LLC15,748
0.1% of portfolio›$475.0K
VestGen Advisors, LLC15,233
0.0% of portfolio›$459.4K
Praxis Investment Management Inc15,213
0.0% of portfolio›$459
Versant Capital Management, Inc15,192
0.0% of portfolio›$458.2K
Eagle Rock Investment Company, LLC15,175
0.1% of portfolio›$457.7K
Aaron Wealth Advisors LLC15,131
0.0% of portfolio›$456.4K
USA Financial Formulas14,929
0.1% of portfolio›$450.3K
Ascentis Wealth Management, LLC14,359
0.1% of portfolio›$433.0K
Sumitomo Mitsui DS Asset Management Company, Ltd14,135
0.0% of portfolio›$426.3K
Holcombe Financial, Inc.14,080
0.2% of portfolio›$424.7K
OpenArc Corporate Advisory, LLC13,992
0.0% of portfolio›$422.0K
Quadrant Capital Group LLC13,945
0.0% of portfolio›$403.3K
United Community Bank13,744
0.1% of portfolio›$414.5K
Evergreen Capital Management LLC13,219
0.0% of portfolio›$398.7K
Michael J. Porro & Co. Financial Advisors, Inc.12,768
0.2% of portfolio›$385.1K
Burton Enright Welch12,624
0.0% of portfolio›$380.7K
Greenleaf Trust12,619
0.0% of portfolio›$380.6K
Certuity, LLC12,616
0.0% of portfolio›$380.5K
V-Square Quantitative Management LLC12,332
0.0% of portfolio›$371.9K
ANB Bank12,101
0.1% of portfolio›$365.0K
Aviance Capital Partners, LLC11,922
0.0% of portfolio›$359.6K
Independent Financial Group, LLC11,752
0.0% of portfolio›$354.4K
Americana Partners, LLC11,733
0.0% of portfolio›$353.9K
KBC Group NV11,414
0.0% of portfolio›$344
QTR Family Wealth, LLC11,408
0.1% of portfolio›$344.1K
North Dakota State Investment Board11,022
0.0% of portfolio›$332.4K
Norden Group LLC10,514
0.0% of portfolio›$317.1K
Plan Group Financial, LLC10,281
0.1% of portfolio›$295.9K
HUB Investment Partners, LLC10,054
0.0% of portfolio›$303.2K
Carrera Capital Advisors10,038
0.0% of portfolio›$302.8K
Symmetry Partners, LLC9,801
0.0% of portfolio›$295.6K
AlphaCentric Advisors LLC9,326
0.2% of portfolio›$281.3K
Everhart Financial Group, Inc.9,088
0.0% of portfolio›$274.1K
1900 Wealth Management LLC9,065
0.0% of portfolio›$273.4K
SYM Financial Corp8,611
0.0% of portfolio›$259.7K
MinichMacGregor Wealth Management, LLC8,461
0.0% of portfolio›$255.2K
Unique Wealth Strategies, LLC8,350
0.1% of portfolio›$220.4K
Larson Financial Group LLC8,260
0.0% of portfolio›$249.1K
Klingman & Associates, LLC8,217
0.0% of portfolio›$247.8K
waypoint wealth counsel8,089
0.1% of portfolio›$244.0K
Manske Wealth Management8,066
0.1% of portfolio›$243.3K
Davenport & Co LLC8,012
0.0% of portfolio›$241.8K
Olympiad Research LP7,990
0.3% of portfolio›$241.0K
LifeGoal Investments, LLC7,684
0.1% of portfolio›$231.7K
Independent Wealth Network Inc.7,676
0.1% of portfolio›$231.5K
Victory Financial Group, LLC7,650
0.0% of portfolio›$230.7K
Cornerstone Wealth Management, LLC7,650
0.0% of portfolio›$230.7K
Destiny Wealth Partners, LLC7,630
0.0% of portfolio›$211.9K
Simplicity Wealth,LLC7,595
0.0% of portfolio›$229.1K
Crestwood Advisors Group, LLC7,593
0.0% of portfolio›$229.0K
Strategic Advisors LLC7,500
0.0% of portfolio›$226.2K
Soltis Investment Advisors LLC7,447
0.0% of portfolio›$224.6K
Riversedge Advisors, LLC7,342
0.0% of portfolio›$221.4K
IFP Advisors, Inc7,307
0.0% of portfolio›$220.4K
Capstone Wealth Management, LLC7,153
0.1% of portfolio›$215.7K
Louisbourg Investments Inc.6,950
0.0% of portfolio›$209.6K
Concurrent Investment Advisors, LLC6,732
0.0% of portfolio›$203.0K
Wright Investors Service Inc6,726
0.1% of portfolio›$202.9K
SBI Securities Co., Ltd.6,652
0.0% of portfolio›$200.6K
Essential Partners LLC6,466
0.1% of portfolio›$195.0K
SJS Investment Consulting Inc.5,877
0.0% of portfolio›$177.3K
Root Financial Partners, LLC5,476
0.0% of portfolio›$165.2K
Parallel Advisors, LLC5,432
0.0% of portfolio›$163.8K
Wealth Enhancement Trust Services, Inc.4,123
0.0% of portfolio›$124.4K
True Wealth Design, LLC4,060
0.0% of portfolio›$122.5K
Compass Financial Management LLC3,920
0.0% of portfolio›$118.2K
Caldwell Trust Co3,470
0.0% of portfolio›$104.7K
TD Private Client Wealth LLC3,297
0.0% of portfolio›$99.4K
Heritage Family Offices, LLP3,046
0.0% of portfolio›$91.9K
First Horizon Corp2,462
0.0% of portfolio›$74.3K
Provenance Wealth Advisors, LLC2,335
0.0% of portfolio›$70.4K
Pinnacle Wealth Planning Services, Inc.2,116
0.0% of portfolio›$63.8K
Elevated Capital Advisors, LLC2,065
0.0% of portfolio›$62.3K
American National Bank & Trust2,057
0.0% of portfolio›$62.0K
Manchester Capital Management LLC1,871
0.0% of portfolio›$56.4K
Leonteq Securities AG1,849
0.0% of portfolio›$55.8K
Deseret Mutual Benefit Administrators1,759
0.0% of portfolio›$53.1K
Elyxium Wealth, LLC1,565
0.0% of portfolio›$47.2K
Bayforest Capital Ltd1,493
0.1% of portfolio›$45.0K
MassMutual Private Wealth & Trust, FSB1,463
0.0% of portfolio›$44.1K
Private Trust Co NA1,365
0.0% of portfolio›$41.2K
Parkside Financial Bank & Trust1,254
0.0% of portfolio›$37.8K
Transce3nd, LLC1,252
0.0% of portfolio›$36.6K
Y.D. More Investments Ltd1,165
0.0% of portfolio›$35.1K
Fortitude Family Office, LLC1,089
0.0% of portfolio›$32.8K
Elevation Wealth Partners, LLC1,010
0.0% of portfolio›$30.5K
Rosenberg Matthew Hamilton950
0.0% of portfolio›$28.7K
Financial Management Professionals, Inc.936
0.0% of portfolio›$28.2K
Richardson Financial Services Inc.930
0.0% of portfolio›$28.0K
Blue Trust, Inc.864
0.0% of portfolio›$26.1K
Cape Investment Advisory, Inc.818
0.0% of portfolio›$24.7K
Cullen T Bankers, Inc.792
0.0% of portfolio›$23.9K
Owl Creek Wealth Partners LLC719
0.0% of portfolio›$21.7K
Cromwell Holdings LLC676
0.0% of portfolio›$20.4K
Gables Capital Management Inc.638
0.0% of portfolio›$19.2K
Salomon & Ludwin, LLC625
0.0% of portfolio›$18.9K
Activest Wealth Management625
0.0% of portfolio›$18.9K
Avion Wealth500
0.0% of portfolio›$15
Ascentis Independent Advisors483
0.0% of portfolio›$14.6K
Pension & Wealth Management Advisors, Inc.470
0.0% of portfolio›$14.2K
Silver Grove Financial Group, Inc.462
0.0% of portfolio›$13.9K
Nfsg Corp461
0.0% of portfolio›$13.9K
JFS Wealth Advisors, LLC448
0.0% of portfolio›$13.5K
Nvwm, LLC446
0.0% of portfolio›$13.5K
James T. Borello RIA390
0.0% of portfolio›$11.8K
WPG Advisers, LLC358
0.0% of portfolio›$10.8K
Grove Bank & Trust353
0.0% of portfolio›$10.6K
Balance Wealth Partners LLC350
0.0% of portfolio›$10.6K
Rakuten Securities, Inc.310
0.0% of portfolio›$9.4K
CoreCap Advisors, LLC306
0.0% of portfolio›$9.2K
Triumph Capital Management303
0.0% of portfolio›$9.1K
Covestor Ltd301
0.0% of portfolio›$9
Princeton Global Asset Management LLC258
0.0% of portfolio›$7.8K
Farmers & Merchants Investments Inc247
0.0% of portfolio›$7.5K
Rossby Financial, LCC230
0.0% of portfolio›$6.9K
Creative Capital Management Investments LLC190
0.0% of portfolio›$5.7K
Marquette Asset Management, LLC187
0.0% of portfolio›$5.6K
West Paces Advisors Inc.178
0.0% of portfolio›$5.4K
Physician Wealth Advisors, Inc.177
0.0% of portfolio›$5.3K
Torren Management, LLC176
0.0% of portfolio›$5.3K
GoalVest Advisory LLC174
0.0% of portfolio›$5.2K
Latitude Advisors, LLC170
0.0% of portfolio›$5.1K
Hilltop National Bank162
0.0% of portfolio›$4.9K
Birch Financial Group, LLC158
0.0% of portfolio›$4.8K
Proathlete Wealth Management LLC140
0.0% of portfolio›$4.2K
Capital Advisors, Ltd. LLC137
0.0% of portfolio›$4
Trust Co of Vermont130
0.0% of portfolio›$3.9K
Sima Wealth Partners, LLC125
0.0% of portfolio›$3.8K
Meriwether Wealth & Planning, LLC125
0.0% of portfolio›$3.8K
Vima LLC123
0.0% of portfolio›$3.7K
Bare Financial Services, Inc120
0.0% of portfolio›$3.6K
POM Investment Strategies, LLC118
0.0% of portfolio›$3.6K
KFG LLC105
0.0% of portfolio›$3.2K
Bay Harbor Wealth Management, LLC104
0.0% of portfolio›$3.1K
Retirement Wealth Solutions LLC100
0.0% of portfolio›$3.0K
DiNuzzo Private Wealth, Inc.97
0.0% of portfolio›$2.9K
Harbor Investment Advisory, LLC93
0.0% of portfolio›$2.8K
Smallwood Wealth Investment Management, LLC92
0.0% of portfolio›$2.8K
Quest 10 Wealth Builders, Inc.89
0.0% of portfolio›$2.7K
Buck Wealth Strategies, LLC81
0.0% of portfolio›$2.4K
1620 Investment Advisors, Inc.80
0.0% of portfolio›$2.4K
Arlington Trust Co LLC78
0.0% of portfolio›$2.4K
UMB Private Wealth Management, LLC72
0.0% of portfolio›$2.2K
Spire Wealth Management65
0.0% of portfolio›$2.0K
American Capital Advisory, LLC59
0.0% of portfolio›$1.8K
Maseco LLP54
0.0% of portfolio›$1.6K
TFC Financial Management, Inc.49
0.0% of portfolio›$1.5K
Livelsberger Financial Advisory43
0.0% of portfolio›$1.3K
Hughes Financial Services, LLC42
0.0% of portfolio›$1.2K
Planning Strategies Inc.40
0.0% of portfolio›$1.2K
Valley National Advisers Inc38
0.0% of portfolio›$1.1K
Private Wealth Management Group, LLC33
0.0% of portfolio›$996
Quaker Wealth Management, LLC32
0.0% of portfolio›$966
Lloyd Advisory Services, Llc.29
0.0% of portfolio›$887
Financial Consulate, Inc29
0.0% of portfolio›$875
Bfsg, LLC24
0.0% of portfolio›$724
Signature Equity Partners, LLC23
0.0% of portfolio›$694
Caitong International Asset Management Co., Ltd21
0.0% of portfolio›$633
Cassaday & Co Wealth Management LLC20
0.0% of portfolio›$604
DecisionPoint Financial, LLC20
0.0% of portfolio›$609
Downshift Financial, LLC20
0.0% of portfolio›$603
MV Capital Management, Inc.18
0.0% of portfolio›$543
WestEnd Advisors, LLC16
0.0% of portfolio›$483
Breakwater Investment Management15
0.0% of portfolio›$453
Birchwood Financial Partners, Inc.14
0.0% of portfolio›$422
Tounjian Advisory Partners, LLC13
0.0% of portfolio›$402
Ashurst Perkins Coie Trust Co13
0.0% of portfolio›$391
Clark Wealth Partners11
0.0% of portfolio›$332
Nemes Rush Group LLC11
0.0% of portfolio›$332
Creative Financial Designs Inc10
0.0% of portfolio›$302
Essential Investment Partners LLC9
0.0% of portfolio›$271
3 Factor Indexing, LLC5
0.0% of portfolio›$151
Monetary Solutions, Ltd5
0.0% of portfolio›$151
Maryland Capital Advisors Inc.5
0.0% of portfolio›$151
Gilpin Wealth Management, LLC4
0.0% of portfolio›$121
Davis Capital Management2
0.0% of portfolio›$60
Highline Wealth Partners LLC1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
20,817,823$627.9M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
2,049,926$61.8M0.0%CoreLowNew York, NY2026-11-05
Wealth Enhancement Advisory Services, LLC
1,705,612$50.1M0.1%CoreLowPlymouth, MN2026-10-13
Wedge Capital Management L L P
1,063,033$32.1M0.6%ValueMediumCharlotte, NC2026-10-13
Todd Asset Management LLC
1,013,268$30.6M0.6%ValueMediumLouisville, KY2026-10-27
Citigroup Inc
733,136$22.1M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
565,601$17.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Principal Financial Group Inc
513,359$15.5M0.0%CoreLowDes Moines, IA2026-11-02
Strs Ohio
437,644$13.2M0.0%CoreMediumColumbus, OH2026-10-30
Creative Planning
417,785$12.6M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
343,844$10.4K0.0%CoreVery LowAlbany, NY2026-10-22
MacKenzie Financial Corp
323,280$9.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Live Oak Private Wealth LLC
313,794$9.5M1.1%ValueLowWilmington, NC2026-11-02
Poehling Capital Management, Inc.
248,545$7.5M1.5%ValueLowMadison, WI2026-10-20
Thrivent Financial for Lutherans
238,689$7.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Del-Sette Capital Management, LLC
226,061$6.8M4.0%YieldHighSchenectady, NY2026-10-23
Exchange Traded Concepts, LLC
212,408$6.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Vista Investment Partners LLC
178,385$5.4M1.4%MomentumMediumOklahoma City, OK2026-10-08
Cacti Asset Management LLC
175,180$5.3M0.3%CoreVery LowAtlanta, GA2026-10-01
Vontobel Holding Ltd.
172,332$5.2M0.0%CoreMediumZurich, Switzerland2026-10-16
ProShare Advisors LLC
140,813$4.2M0.0%GrowthLowBethesda, MD2026-10-29
D.A. Davidson & Co.
134,519$4.1M0.0%CoreLowGreat Falls, MT2026-10-28
Czech National Bank
126,854$3.8M0.0%IndexVery LowPrague, Bahrain2026-10-13
Vista Investment Partners II, LLC
120,845$3.6M1.5%CoreMediumRichmond, IN2026-10-15
Prevail Innovative Wealth Advisors, LLC
116,677$3.6M0.5%CoreVery HighLeawood, KS2026-10-20
Mirae Asset Global Investments Co., Ltd.
111,068$3.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Michigan Retirement System
110,898$3.3M0.0%IndexLowEast Lansing, MI2026-10-27
State of New Jersey Common Pension Fund D
110,245$3.3M0.0%CoreLowTrenton, NJ2026-11-05
Truist Financial Corp
104,187$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Arizona State Retirement System
99,911$3.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
97,542$2.9M0.0%CoreLowHarrisburg, PA2026-11-03
Swiss Life Asset Management Ltd
97,131$2.9M0.0%CoreLowZurich, Switzerland2026-11-03
CIBC Asset Management Inc
96,888$2.9M0.0%GARPLowToronto, South Africa2026-11-05
Harmony Asset Management LLC
96,656$2.9M0.7%GrowthMediumScottsdale, AZ2026-10-20
Assetmark, Inc
94,967$2.9M0.0%ETFLowConcord, CA2026-10-21
Retirement Systems of Alabama
92,587$2.8M0.0%IndexLowMontgomery, AL2026-11-04
Continental Advisors LLC
91,690$2.8M1.2%YieldMediumPark City, UT2026-10-13
Neos Investment Management LLC
88,969$2.7M0.0%IndexVery LowWestport, CT2026-11-04
HB Wealth Management, LLC
79,241$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
74,221$2.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Amalgamated Bank
69,985$2.1K0.0%CoreVery LowNew York, NY2026-10-23
Gold Investment Management Ltd.
69,634$2.1M0.6%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Financiere des Professionnels - Fonds d'investissement inc.
66,362$2.0M0.1%GrowthHighMontreal, Austria2026-11-03
Vise Technologies, Inc.
65,409$2.0M0.0%IndexLowNew York, NY2026-10-29
Brighton Jones LLC
63,018$1.9M0.0%CoreVery LowSeattle, WA2026-11-03
DekaBank Deutsche Girozentrale
63,015$1.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Nisa Investment Advisors, LLC
60,950$1.8M0.0%IndexVery LowSt. Louis, MO2026-10-20
Convergence Investment Partners, LLC
59,092$1.8M0.1%GARPHighPalm Beach Gardens, FL2026-10-28
Greenwood Capital Associates LLC
57,050$1.7M0.2%CoreMediumGreenwood, SC2026-10-27
Oregon Public Employees Retirement Fund
54,245$1.6M0.0%IndexVery LowTigard, OR2026-10-30
Virginia Retirement Systems ET Al
53,400$1.6M0.0%CoreMediumRichmond, VA2026-10-28
Cambridge Investment Research Advisors, Inc.
52,825$1.6K0.0%ETFLowFairfield, IA2026-11-02
Contravisory Investment Management, Inc.
51,502$1.6M0.3%MomentumHighNorwell, MA2026-10-13
Rakuten Investment Management, Inc.
50,538$1.5M0.0%ETFMediumTokyo, Mexico2026-10-30
Lido Advisors, LLC
50,226$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Parrish Capital LLC
47,709$1.4M1.4%ValueLowKennesaw, GA2026-10-01
Yousif Capital Management, LLC
47,577$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Wealthstar Advisors, LLC
47,552$1.4M0.4%ETFMediumPlano, TX2026-10-19
Xponance LLC
47,317$1.4M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Point Nemo Capital, LLC
44,844$1.4M0.6%GARPVery HighDripping Springs, TX2026-11-03
Commonwealth Equity Services, LLC
44,704$1.3M0.0%ETFLowWaltham, MA2026-11-02
Mutual of America Capital Management LLC
44,349$1.3M0.0%IndexLowNew York, NY2026-10-23
Chicago Partners Investment Group LLC
43,601$1.2M0.0%GARPLowChicago, IL2026-10-27
Kestra Private Wealth Services, LLC
43,513$1.3M0.0%GrowthLowAustin, TX2026-10-30
Citizens Financial Group Inc
43,273$1.3M0.0%GrowthLowProvidence, RI2026-10-23
UniSuper Management Pty Ltd
43,003$1.3M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Gamma Investing LLC
41,904$1.3M0.0%IndexVery LowFoster City, CA2026-10-08
State of Alaska, Department of Revenue
41,825$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
NorthCrest Asset Manangement, LLC
41,723$1.3M0.0%GrowthLowPlymouth, MN2026-10-13
Jackson Creek Investment Advisors LLC
41,495$1.3K0.0%ValueVery HighCastle Rock, CO2026-11-04
Ascent Group, LLC
38,384$1.2M0.0%CoreLowVirginia Beach, VA2026-10-30
Daiwa Securities Group Inc.
38,176$1.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Highland Capital Management, LLC
37,245$1.1M0.1%GrowthMediumMemphis, TN2026-10-26
Prospera Financial Services Inc
36,917$1.0M0.0%CoreMediumDallas, TX2026-11-04
Alps Advisors Inc
36,230$1.1M0.0%YieldLowDenver, CO2026-11-03
TD Waterhouse Canada Inc.
34,764$1.1M0.0%CoreLowToronto, Australia2026-10-16
Wealthcare Advisory Partners LLC
34,328$1.0M0.0%ETFLowWest Chester, PA2026-10-21
Retirement Planning Co of New England, Inc.
33,722$1.0M0.4%CoreLowWarwick, RI2026-10-15
SEB Asset Management AB
32,548$981.6K0.0%CoreN/AStockholm, Sweden2026-11-04
Krilogy Financial LLC
32,025$937.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Keybank National Association
31,712$956.4K0.0%CoreLowBrooklyn, OH2026-11-04
Lecap Asset Management LTD
30,570$922.0K0.4%ValueVery HighLondon, United Kingdom2026-10-27
Quilter Plc
30,000$904.8K0.0%GrowthLowLondon, United Kingdom2026-10-21
Crossmark Global Holdings, Inc.
29,111$878.0K0.0%GARPMediumHouston, TX2026-10-21
Global Financial Private Client, LLC
28,531$860.5K0.2%GrowthLowSarasota, FL2026-10-15
Atria Investments, Inc
28,069$846.6K0.0%CoreMediumCharlotte, NC2026-10-15
Farther Finance Advisors, LLC
28,022$845.1K0.0%IndexLowSan Francisco, CA2026-10-08
Gradient Investments LLC
27,634$833.5K0.0%CoreMediumArden Hills, MN2026-10-08
Gateway Investment Advisers LLC
27,192$820.1K0.0%GrowthLowCincinnati, OH2026-10-13
Sumitomo Mitsui Trust Group, Inc.
26,465$798.2K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Allspring Global Investments Holdings, LLC
26,333$801.1K0.0%CoreMediumCharlotte, NC2026-11-04
Apollon Wealth Management, LLC
25,623$772.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Robeco Institutional Asset Management B.V.
25,087$756.6K0.0%CoreMediumRotterdam, Philippines2026-10-20
Venture Visionary Partners LLC
24,543$740.2K0.0%CoreLowSylvania, OH2026-10-07
Wedmont Private Capital
24,013$722.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Hartford Investment Management Co
23,472$707.9K0.0%IndexVery LowHartford, CT2026-11-04
Ethic Inc.
23,389$705.4K0.0%CoreLowNew York, NY2026-11-03
Arga Investment Management, LP
23,331$703.7K0.0%Deep ValueHighMiami, FL2026-10-30
Y-Intercept (Hong Kong) Ltd
23,031$694.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Sound Income Strategies, LLC
22,321$671.6K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Louisiana State Employees Retirement System
21,700$654.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Sterling Capital Management LLC
21,253$641.0K0.0%GARPMediumCharlotte, NC2026-10-22
Inscription Capital, LLC
20,587$620.9K0.1%GARPMediumHouston, TX2026-11-02
Pavaki Capital Management LLC
20,000$603.2K0.2%GARPMediumPueblo, CO2026-10-26
Kestra Advisory Services, LLC
19,967$602.2K0.0%CoreLowAustin, TX2026-11-02
EverSource Wealth Advisors, LLC
19,947$601.6K0.0%CoreMediumBirmingham, AL2026-11-04
Asset Management One Co., Ltd.
19,615$591.6K0.0%IndexVery LowTokyo, Mexico2026-10-27
MBL Wealth, LLC
19,516$588.6K0.0%ETFLowCharlotte, NC2026-10-22
Arvest Investments, Inc.
19,262$580.9K0.1%ETFLowLowell, AR2026-10-21
Curated Wealth Partners LLC
18,536$559.0K0.0%GARPLowEl Segundo, CA2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
18,326$552.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Kendall Capital Management
18,300$551.9K0.1%GARPLowRockville, MD2026-10-23
AlphaCore Capital LLC
17,918$540.4K0.0%ETFLowLa Jolla, CA2026-11-04
Mather Group, Llc.
17,722$534.5K0.0%ETFMediumChicago, IL2026-10-14
CX Institutional
17,228$5200.0%CoreMediumAuburn, IN2026-10-02
Park Avenue Securities LLC
17,126$5170.0%ETFMediumNew York, NY2026-10-26
Generali Asset Management SPA SGR
17,081$515.2K0.0%CoreLowTrieste, Latvia2026-10-26
Signaturefd, LLC
17,015$513.2K0.0%IndexLowAtlanta, GA2026-10-23
Parcion Private Wealth LLC
16,791$506.4K0.0%CoreMediumBellevue, WA2026-10-28
Perigon Wealth Management, LLC
16,358$493.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Choreo, LLC
15,842$477.8K0.0%IndexLowRockford, IL2026-10-28
WealthBridge Capital Management, LLC
15,748$475.0K0.1%ETFLowWesterville, OH2026-10-16
VestGen Advisors, LLC
15,233$459.4K0.0%GrowthMediumChicago, IL2026-10-27
Praxis Investment Management Inc
15,213$4590.0%CoreLowGoshen, IN2026-11-03
Versant Capital Management, Inc
15,192$458.2K0.0%GARPLowPhoenix, AZ2026-10-02
Eagle Rock Investment Company, LLC
15,175$457.7K0.1%CoreLowAtlanta, GA2026-10-21
Aaron Wealth Advisors LLC
15,131$456.4K0.0%GrowthMediumChicago, IL2026-10-13
USA Financial Formulas
14,929$450.3K0.1%ETFVery HighAda, MI2026-10-16
Ascentis Wealth Management, LLC
14,359$433.0K0.1%Agg GrowthLowDallas, TX2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
14,135$426.3K0.0%IndexVery LowTokyo, Mexico2026-10-20
Holcombe Financial, Inc.
14,080$424.7K0.2%ETFLowAtlanta, GA2026-10-16
OpenArc Corporate Advisory, LLC
13,992$422.0K0.0%GrowthLowAtlanta, GA2026-10-21
Quadrant Capital Group LLC
13,945$403.3K0.0%CoreLowCincinnati, OH2026-10-20
United Community Bank
13,744$414.5K0.1%CoreLowGreenville, SC2026-10-28
Evergreen Capital Management LLC
13,219$398.7K0.0%GARPMediumBellevue, WA2026-10-23
Michael J. Porro & Co. Financial Advisors, Inc.
12,768$385.1K0.2%GrowthLowOld Tappan, NJ2026-10-16
Burton Enright Welch
12,624$380.7K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Greenleaf Trust
12,619$380.6K0.0%CoreLowKalamazoo, MI2026-10-29
Certuity, LLC
12,616$380.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
V-Square Quantitative Management LLC
12,332$371.9K0.0%CoreLowChicago, IL2026-10-15
ANB Bank
12,101$365.0K0.1%CoreLowDenver, CO2026-10-09
Aviance Capital Partners, LLC
11,922$359.6K0.0%CoreLowNaples, FL2026-10-29
Independent Financial Group, LLC
11,752$354.4K0.0%GrowthLowSan Diego, CA2026-10-13
Americana Partners, LLC
11,733$353.9K0.0%CoreMediumHouston, TX2026-10-28
KBC Group NV
11,414$3440.0%CoreMediumBrussels, Czech Republic2026-10-22
QTR Family Wealth, LLC
11,408$344.1K0.1%GrowthMediumLake Mary, FL2026-11-02
North Dakota State Investment Board
11,022$332.4K0.0%GrowthMediumBismarck, ND2026-10-27
Norden Group LLC
10,514$317.1K0.0%GrowthMediumProvo, UT2026-10-20
Plan Group Financial, LLC
10,281$295.9K0.1%ETFMediumOklahoma City, OK2026-10-22
HUB Investment Partners, LLC
10,054$303.2K0.0%GrowthLowAustin, TX2026-11-03
Carrera Capital Advisors
10,038$302.8K0.0%ETFMediumTroy, MI2026-11-03
Symmetry Partners, LLC
9,801$295.6K0.0%ETFLowGlastonbury, CT2026-10-27
AlphaCentric Advisors LLC
9,326$281.3K0.2%CoreHighSan Juan, PR2026-11-03
Everhart Financial Group, Inc.
9,088$274.1K0.0%ETFLowDublin, OH2026-10-08
1900 Wealth Management LLC
9,065$273.4K0.0%ETFLowSan Antonio, TX2026-10-13
SYM Financial Corp
8,611$259.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
MinichMacGregor Wealth Management, LLC
8,461$255.2K0.0%ETFHighSaratoga Springs, NY2026-10-14
Unique Wealth Strategies, LLC
8,350$220.4K0.1%CoreMediumBurr Ridge, IL2026-10-13
Larson Financial Group LLC
8,260$249.1K0.0%GrowthLowSt Louis, MO2026-11-05
Klingman & Associates, LLC
8,217$247.8K0.0%ETFVery LowNew York, NY2026-10-20
waypoint wealth counsel
8,089$244.0K0.1%CoreLowAtlanta, GA2026-10-22
Manske Wealth Management
8,066$243.3K0.1%ValueVery LowHouston, TX2026-10-26
Davenport & Co LLC
8,012$241.8K0.0%CoreMediumRichmond, VA2026-10-14
Olympiad Research LP
7,990$241.0K0.3%Deep ValueVery HighStamford, CT2026-11-04
LifeGoal Investments, LLC
7,684$231.7K0.1%ETFLowSaratoga Springs, NY2026-10-09
Independent Wealth Network Inc.
7,676$231.5K0.1%ETFMediumUrbandale, IA2026-10-19
Victory Financial Group, LLC
7,650$230.7K0.0%ETFLowAustin, TX2026-10-27
Cornerstone Wealth Management, LLC
7,650$230.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Destiny Wealth Partners, LLC
7,630$211.9K0.0%ETFMediumTavares, FL2026-11-05
Simplicity Wealth,LLC
7,595$229.1K0.0%ETFLowSummit, NJ2026-10-23
Crestwood Advisors Group, LLC
7,593$229.0K0.0%GrowthLowBoston, MA2026-10-27
Strategic Advisors LLC
7,500$226.2K0.0%GrowthLowNew York, NY2026-10-13
Soltis Investment Advisors LLC
7,447$224.6K0.0%CoreMediumSt. George, UT2026-10-28
Riversedge Advisors, LLC
7,342$221.4K0.0%ETFMediumWilmington, DE2026-10-09
IFP Advisors, Inc
7,307$220.4K0.0%GrowthLowTampa, FL2026-10-16
Capstone Wealth Management, LLC
7,153$215.7K0.1%ETFLowTuscaloosa, AL2026-11-02
Louisbourg Investments Inc.
6,950$209.6K0.0%GARPMediumDieppe, Armenia2026-10-20
Concurrent Investment Advisors, LLC
6,732$203.0K0.0%GrowthMediumTampa, FL2026-10-16
Wright Investors Service Inc
6,726$202.9K0.1%GrowthMediumShelton, CT2026-11-02
SBI Securities Co., Ltd.
6,652$200.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
6,466$195.0K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
5,877$177.3K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
5,476$165.2K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
5,432$163.8K0.0%IndexLowSan Francisco, CA2026-11-03
Wealth Enhancement Trust Services, Inc.
4,123$124.4K0.0%GrowthMediumSioux Falls, SD2026-10-07
True Wealth Design, LLC
4,060$122.5K0.0%ETFMediumAkron, OH2026-10-13
Compass Financial Management LLC
3,920$118.2K0.0%CoreN/ATampa, FL2026-10-30
Caldwell Trust Co
3,470$104.7K0.0%GrowthLowVenice, FL2026-10-30
TD Private Client Wealth LLC
3,297$99.4K0.0%ETFLowNew York, NY2026-10-28
Heritage Family Offices, LLP
3,046$91.9K0.0%GrowthHighScottsdale, AZ2026-11-02
First Horizon Corp
2,462$74.3K0.0%CoreLowMemphis, TN2026-10-26
Provenance Wealth Advisors, LLC
2,335$70.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Pinnacle Wealth Planning Services, Inc.
2,116$63.8K0.0%GARPLowMansfield, OH2026-10-27
Elevated Capital Advisors, LLC
2,065$62.3K0.0%ETFMediumSandy, UT2026-11-04
American National Bank & Trust
2,057$62.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Manchester Capital Management LLC
1,871$56.4K0.0%CoreLowManchester, VT2026-10-22
Leonteq Securities AG
1,849$55.8K0.0%CoreHighZurich, Switzerland2026-10-29
Deseret Mutual Benefit Administrators
1,759$53.1K0.0%CoreMediumSalt Lake City, UT2026-11-04
Elyxium Wealth, LLC
1,565$47.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bayforest Capital Ltd
1,493$45.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
MassMutual Private Wealth & Trust, FSB
1,463$44.1K0.0%CoreLowSpringfield, MA2026-10-05
Private Trust Co NA
1,365$41.2K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
1,254$37.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Transce3nd, LLC
1,252$36.6K0.0%GrowthLowBuda, TX2026-10-26
Y.D. More Investments Ltd
1,165$35.1K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Fortitude Family Office, LLC
1,089$32.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Elevation Wealth Partners, LLC
1,010$30.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Rosenberg Matthew Hamilton
950$28.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Financial Management Professionals, Inc.
936$28.2K0.0%ETFMediumAustin, TX2026-10-23
Richardson Financial Services Inc.
930$28.0K0.0%GrowthMediumMedway, MA2026-10-30
Blue Trust, Inc.
864$26.1K0.0%ETFLowBrentwood, TN2026-10-15
Cape Investment Advisory, Inc.
818$24.7K0.0%ETFLowMcdonough, GA2026-10-13
Cullen T Bankers, Inc.
792$23.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Owl Creek Wealth Partners LLC
719$21.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Cromwell Holdings LLC
676$20.4K0.0%IndexLowJackson, WY2026-10-28
Gables Capital Management Inc.
638$19.2K0.0%GrowthVery LowMiami, FL2026-11-04
Salomon & Ludwin, LLC
625$18.9K0.0%ETFVery LowRichmond, VA2026-10-29
Activest Wealth Management
625$18.9K0.0%ETFLowAventura, FL2026-10-15
Avion Wealth
500$150.0%ETFLowThe Woodlands, TX2026-11-04
Ascentis Independent Advisors
483$14.6K0.0%ETFLowDallas, TX2026-11-03
Pension & Wealth Management Advisors, Inc.
470$14.2K0.0%ETFLowWaltham, MA2026-10-16
Silver Grove Financial Group, Inc.
462$13.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Nfsg Corp
461$13.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
JFS Wealth Advisors, LLC
448$13.5K0.0%ETFVery LowHermitage, PA2026-11-03
Nvwm, LLC
446$13.5K0.0%GrowthMediumYardley, PA2026-10-14
James T. Borello RIA
390$11.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
WPG Advisers, LLC
358$10.8K0.0%CoreLowBaltimore, MD2026-10-27
Grove Bank & Trust
353$10.6K0.0%ETFLowMiami, FL2026-10-08
Balance Wealth Partners LLC
350$10.6K0.0%ETFMediumWorthington, OH2026-10-27
Rakuten Securities, Inc.
310$9.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
CoreCap Advisors, LLC
306$9.2K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
303$9.1K0.0%ETFMediumDenver, CO2026-10-14
Covestor Ltd
301$90.0%ValueHighLondon, United Kingdom2026-10-30
Princeton Global Asset Management LLC
258$7.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Farmers & Merchants Investments Inc
247$7.5K0.0%CoreVery LowLincoln, NE2026-10-22
Rossby Financial, LCC
230$6.9K0.0%ETFMediumMelbourne, FL2026-11-05
Creative Capital Management Investments LLC
190$5.7K0.0%ETFLowSan Diego, CA2026-10-28
Marquette Asset Management, LLC
187$5.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
West Paces Advisors Inc.
178$5.4K0.0%ETFLowAtlanta, GA2026-10-13
Physician Wealth Advisors, Inc.
177$5.3K0.0%ETFMediumMidvale, UT2026-10-20
Torren Management, LLC
176$5.3K0.0%ETFMediumSan Diego, CA2026-10-29
GoalVest Advisory LLC
174$5.2K0.0%ETFMediumNew York, NY2026-10-02
Latitude Advisors, LLC
170$5.1K0.0%ETFLowYorkville, IL2026-10-27
Hilltop National Bank
162$4.9K0.0%CoreLowCasper, WY2026-10-14
Birch Financial Group, LLC
158$4.8K0.0%CoreLowKeene, NH2026-10-27
Proathlete Wealth Management LLC
140$4.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Capital Advisors, Ltd. LLC
137$40.0%ETFLowShaker Heights, OH2026-10-27
Trust Co of Vermont
130$3.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Sima Wealth Partners, LLC
125$3.8K0.0%ETFVery LowRichmond, VA2026-10-19
Meriwether Wealth & Planning, LLC
125$3.8K0.0%ETFMediumMinden, LA2026-10-13
Vima LLC
123$3.7K0.0%CoreLowTroy, MI2026-10-23
Bare Financial Services, Inc
120$3.6K0.0%ETFVery LowGap, PA2026-11-04
POM Investment Strategies, LLC
118$3.6K0.0%ETFVery HighRaleigh, NC2026-10-20
KFG LLC
105$3.2K0.0%ETFN/ARapid City, SD2026-11-02
Bay Harbor Wealth Management, LLC
104$3.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Retirement Wealth Solutions LLC
100$3.0K0.0%ETFLowMarshfield, WI2026-10-07
DiNuzzo Private Wealth, Inc.
97$2.9K0.0%ETFLowBeaver, PA2026-10-16
Harbor Investment Advisory, LLC
93$2.8K0.0%GrowthLowLutherville, MD2026-10-13
Smallwood Wealth Investment Management, LLC
92$2.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Quest 10 Wealth Builders, Inc.
89$2.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Buck Wealth Strategies, LLC
81$2.4K0.0%ValueMediumDenver, CO2026-10-28
1620 Investment Advisors, Inc.
80$2.4K0.0%ValueLowPlymouth, MA2026-11-04
Arlington Trust Co LLC
78$2.4K0.0%ETFMediumBirmingham, AL2026-10-20
UMB Private Wealth Management, LLC
72$2.2K0.0%GrowthN/AKansas City, MO2026-10-19
Spire Wealth Management
65$2.0K0.0%GrowthMediumMclean, VA2026-10-30
American Capital Advisory, LLC
59$1.8K0.0%ETFLowKetchum, ID2026-10-28
Maseco LLP
54$1.6K0.0%ETFVery LowLondon, United Kingdom2026-10-27
TFC Financial Management, Inc.
49$1.5K0.0%ETFVery LowBoston, MA2026-10-26
Livelsberger Financial Advisory
43$1.3K0.0%YieldVery LowAshland, OH2026-10-28
Hughes Financial Services, LLC
42$1.2K0.0%ETFLowHerndon, VA2026-10-30
Planning Strategies Inc.
40$1.2K0.0%ETFN/ALancaster, PA2026-10-02
Valley National Advisers Inc
38$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Private Wealth Management Group, LLC
33$9960.0%ETFLowPrinceton, NJ2026-10-19
Quaker Wealth Management, LLC
32$9660.0%ETFMediumMoorestown, NJ2026-10-22
Lloyd Advisory Services, Llc.
29$8870.0%ETFVery HighSuwanee, GA2026-11-02
Financial Consulate, Inc
29$8750.0%ETFLowHunt Valley, MD2026-10-23
Bfsg, LLC
24$7240.0%CoreLowIrvine, CA2026-10-30
Signature Equity Partners, LLC
23$6940.0%GrowthMediumColumbus, OH2026-10-29
Caitong International Asset Management Co., Ltd
21$6330.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cassaday & Co Wealth Management LLC
20$6040.0%ETFVery LowMclean, VA2026-10-27
DecisionPoint Financial, LLC
20$6090.0%ETFVery LowMesa, AZ2026-10-27
Downshift Financial, LLC
20$6030.0%ETFLowBoulder, CO2026-10-13
MV Capital Management, Inc.
18$5430.0%ETFLowBethesda, MD2026-10-29
WestEnd Advisors, LLC
16$4830.0%ETFMediumCharlotte, NC2026-10-27
Breakwater Investment Management
15$4530.0%ETFLowSeattle, WA2026-10-20
Birchwood Financial Partners, Inc.
14$4220.0%ETFVery LowBloomington, MN2026-11-02
Tounjian Advisory Partners, LLC
13$4020.0%GrowthHighFort Myers, FL2026-11-04
Ashurst Perkins Coie Trust Co
13$3910.0%CoreVery LowSeattle, WA2026-10-15
Clark Wealth Partners
11$3320.0%ETFVery LowO'Fallon, IL2026-10-19
Nemes Rush Group LLC
11$3320.0%CoreVery LowNovi, MI2026-11-04
Creative Financial Designs Inc
10$3020.0%ETFMediumKokomo, IN2026-11-04
Essential Investment Partners LLC
9$2710.0%GrowthLowEnglewood, CO2026-10-27
3 Factor Indexing, LLC
5$1510.0%ETFLowSacramento, CA2026-10-15
Monetary Solutions, Ltd
5$1510.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
5$1510.0%ETFVery LowChester, MD2026-10-15
Gilpin Wealth Management, LLC
4$1210.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
2$600.0%CoreLowJacksonville, FL2026-10-08
Highline Wealth Partners LLC
1$300.0%ETFMediumSherman Oaks, CA2026-10-19