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Joby Aviation Inc (JOBY)

CUSIP: G65163100 | 1014 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
13D/ASciarra Paul Cahill56,520,9805.7%New 5%+ stakeMay 14, 2026No 13F filer matched
13D/ASciarra Paul Cahill56,520,980
5.7% of class · May 14, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC16,083,312
0.0% of portfolio›$97.3M
Citigroup Inc4,563,537
0.0% of portfolio›$27.6M
Exchange Traded Concepts, LLC3,965,605
0.1% of portfolio›$24.0M
Sumitomo Mitsui Trust Group, Inc.2,947,672
0.0% of portfolio›$17.8M
Lingotto Investment Management LLP2,635,253
0.3% of portfolio›$15.9M
Bank of New York Mellon Corp2,136,204
0.0% of portfolio›$12.9M
Daiwa Securities Group Inc.1,942,339
0.0% of portfolio›$11.8M
Allen Operations LLC1,557,888
1.0% of portfolio›$9.4M
LPL Financial LLC911,607
0.0% of portfolio›$5.5M
Fifth Third Bancorp890,411
0.0% of portfolio›$5.4M
Imc-Chicago, LLC657,277
0.0% of portfolio›$4.0M
Deutsche Bank Ag\611,997
0.0% of portfolio›$3.7M
Amundi558,761
0.0% of portfolio›$3.4M
Barclays PLC558,296
0.0% of portfolio›$3.4M
SBI Securities Co., Ltd.537,816
0.1% of portfolio›$3.3M
Russell Investments Group, Ltd.470,518
0.0% of portfolio›$2.8M
Creative Planning458,594
0.0% of portfolio›$2.8M
Udine Wealth Management, Inc.275,508
0.7% of portfolio›$1.7M
Bouvel Investment Partners, LLC250,437
0.3% of portfolio›$1.5M
Commonwealth Equity Services, LLC245,567
0.0% of portfolio›$1.5M
Yarbrough Capital, LLC167,483
0.0% of portfolio›$1.0M
State of New Jersey Common Pension Fund D154,735
0.0% of portfolio›$936.1K
Cambridge Investment Research Advisors, Inc.139,150
0.0% of portfolio›$842
Rakuten Securities, Inc.135,243
0.2% of portfolio›$818.2K
Moran Wealth Management, LLC132,266
0.0% of portfolio›$800.2K
Lighthouse Financial LLC114,933
0.3% of portfolio›$695.3K
Lanark Financial, Inc.101,909
0.0% of portfolio›$616.5K
Concurrent Investment Advisors, LLC99,784
0.0% of portfolio›$603.7K
OpenArc Corporate Advisory, LLC98,086
0.0% of portfolio›$593.4K
ProShare Advisors LLC96,253
0.0% of portfolio›$582.3K
Kestra Advisory Services, LLC95,658
0.0% of portfolio›$578.7K
LJI Wealth Management, LLC94,000
0.1% of portfolio›$568.7K
180 Wealth Advisors, LLC93,069
0.1% of portfolio›$563.1K
Sowell Financial Services LLC79,659
0.0% of portfolio›$481.9K
Cobblestone Asset Management LLC79,300
0.2% of portfolio›$479.8K
Principal Financial Group Inc78,359
0.0% of portfolio›$474.1K
D.A. Davidson & Co.72,907
0.0% of portfolio›$441.1K
D'Orazio & Associates, Inc.70,853
0.0% of portfolio›$428.7K
Arizona State Retirement System69,266
0.0% of portfolio›$419.1K
Modera Wealth Management, LLC67,000
0.0% of portfolio›$405.4K
Green Alpha Advisors, LLC66,654
0.3% of portfolio›$403.3K
Wealth Enhancement Advisory Services, LLC65,259
0.0% of portfolio›$375.2K
Xponance LLC63,850
0.0% of portfolio›$386.3K
Quantum Private Wealth, LLC55,898
0.1% of portfolio›$338.2K
Independent Financial Group, LLC52,115
0.0% of portfolio›$315.3K
PNC Financial Services Group, Inc.51,837
0.0% of portfolio›$313.6K
Strs Ohio48,700
0.0% of portfolio›$294.6K
Steinberganna Wealth Management45,644
0.1% of portfolio›$276.1K
Merit Financial Group, LLC44,197
0.0% of portfolio›$267.4K
Flagship Harbor Advisors, LLC42,900
0.0% of portfolio›$259.5K
Caitong International Asset Management Co., Ltd40,448
0.0% of portfolio›$244.7K
Pictet Asset Management Holding SA39,640
0.0% of portfolio›$239.8K
Westwood Wealth Management37,300
0.1% of portfolio›$225.7K
Farther Finance Advisors, LLC36,572
0.0% of portfolio›$221.3K
Natixis35,596
0.0% of portfolio›$215.4K
Axxcess Wealth Management, LLC35,012
0.0% of portfolio›$208.8K
J. Safra Sarasin Holding AG33,800
0.0% of portfolio›$204.5K
Kestra Private Wealth Services, LLC33,390
0.0% of portfolio›$202.0K
Nautilus Advisors LLC32,893
0.1% of portfolio›$199.0K
Congress Park Capital LLC32,000
0.1% of portfolio›$193.6K
Realta Investment Advisors31,000
0.1% of portfolio›$187.6K
CIBC Asset Management Inc30,285
0.0% of portfolio›$183.2K
Twelve Points Wealth Management LLC29,983
0.0% of portfolio›$146.9K
Nisa Investment Advisors, LLC29,013
0.0% of portfolio›$175.5K
Vanguard Capital Wealth Advisors27,865
0.1% of portfolio›$168.6K
Savant Capital, LLC27,850
0.0% of portfolio›$168.5K
Pier 88 Investment Partners LLC27,700
0.0% of portfolio›$167.6K
Themes Management Co LLC27,428
0.1% of portfolio›$165.9K
Total Wealth Planning & Management, Inc.27,285
0.1% of portfolio›$165.1K
RFG - Bristol Wealth Advisors, LLC27,000
0.0% of portfolio›$163.4K
Pinnacle Associates LTD26,951
0.0% of portfolio›$163.1K
Sound Income Strategies, LLC25,298
0.0% of portfolio›$145.5K
Sovran Advisors, LLC24,430
0.0% of portfolio›$124.1K
Apollon Wealth Management, LLC24,053
0.0% of portfolio›$145.5K
Sterling Capital Management LLC22,367
0.0% of portfolio›$135.3K
J.W. Cole Advisors, Inc.22,219
0.0% of portfolio›$134.4K
Leonteq Securities AG22,101
0.0% of portfolio›$133.7K
Uhlmann Price Securities, LLC21,780
0.0% of portfolio›$131.8K
Rossby Financial, LCC21,054
0.0% of portfolio›$127.4K
Wedbush Securities Inc20,180
0.0% of portfolio›$122
J. Derek Lewis & Associates Inc.19,200
0.0% of portfolio›$116.2K
Amalgamated Bank18,395
0.0% of portfolio›$111
Spire Wealth Management18,264
0.0% of portfolio›$110.5K
Wealthcare Advisory Partners LLC18,200
0.0% of portfolio›$110.1K
AlphaCore Capital LLC17,985
0.0% of portfolio›$108.8K
Prime Capital Investment Advisors, LLC17,629
0.0% of portfolio›$106.7K
Echo45 Advisors LLC17,322
0.0% of portfolio›$104.8K
International Assets Investment Management, LLC17,166
0.0% of portfolio›$102.3K
Matauro, LLC16,475
0.0% of portfolio›$99.7K
Sloy Dahl & Holst, LLC16,461
0.0% of portfolio›$99.6K
Headland Capital, LLC16,450
0.0% of portfolio›$99.5K
StoneX Group Inc.16,414
0.0% of portfolio›$99.3K
Swiss Life Asset Management Ltd16,365
0.0% of portfolio›$99.0K
Allworth Financial LP15,783
0.0% of portfolio›$140.8K
Thompson Davis & Co., Inc.15,500
0.1% of portfolio›$93.8K
AdvisorNet Financial, Inc15,255
0.0% of portfolio›$70.3K
Regatta Capital Group, LLC15,100
0.0% of portfolio›$91.4K
Signaturefd, LLC15,076
0.0% of portfolio›$91.2K
Moors & Cabot, Inc.14,950
0.0% of portfolio›$90.4K
RFG Advisory, LLC14,689
0.0% of portfolio›$88.9K
Lido Advisors, LLC14,685
0.0% of portfolio›$88.8K
Choreo, LLC14,555
0.0% of portfolio›$88.1K
Benchmark Financial Wealth Advisors, LLC14,459
0.0% of portfolio›$87.5K
HB Wealth Management, LLC14,302
0.0% of portfolio›$86.5K
Perigon Wealth Management, LLC13,867
0.0% of portfolio›$83.9K
Cyndeo Wealth Partners, LLC13,542
0.0% of portfolio›$81.9K
Profund Advisors LLC13,349
0.0% of portfolio›$80.8K
Formidable Asset Management, LLC13,167
0.0% of portfolio›$117.5K
Clear Creek Financial Management, LLC12,572
0.0% of portfolio›$76.1K
Ashton Thomas Private Wealth, LLC12,524
0.0% of portfolio›$75.8K
Gerber Kawasaki Wealth & Investment Management12,266
0.0% of portfolio›$74.2K
Davenport & Co LLC12,257
0.0% of portfolio›$74.2K
Clarity Wealth Advisors, LLC12,210
0.0% of portfolio›$73.9K
Private Management Group Inc12,189
0.0% of portfolio›$73.7K
Clear Wave Wealth Management LLC12,087
0.0% of portfolio›$73.1K
HUB Investment Partners, LLC11,804
0.0% of portfolio›$71.4K
US Bancorp \de\11,596
0.0% of portfolio›$70.2K
TD Waterhouse Canada Inc.11,505
0.0% of portfolio›$68.5K
FSA Wealth Partners, Inc.11,492
0.0% of portfolio›$69.5K
Pinnacle Wealth Planning Services, Inc.11,373
0.0% of portfolio›$68.8K
Prospera Financial Services Inc11,325
0.0% of portfolio›$55.5K
IFP Advisors, Inc11,209
0.0% of portfolio›$67.8K
Heritage Wealth Management, Inc.11,000
0.0% of portfolio›$66.6K
Kingswood Wealth Advisors, LLC10,784
0.0% of portfolio›$65.2K
G2 Capital Management, LLC / OH10,625
0.0% of portfolio›$64.3K
Accel Wealth Management10,547
0.0% of portfolio›$63.8K
Meritas Wealth Management, LLC10,314
0.0% of portfolio›$62.4K
DKM Wealth Management, Inc.10,300
0.0% of portfolio›$62.3K
Silverlake Wealth Management LLC10,167
0.0% of portfolio›$61.5K
Herold Advisors, Inc.10,000
0.0% of portfolio›$60.5K
Lynx Investment Advisory10,000
0.0% of portfolio›$60.5K
Parkside Financial Bank & Trust9,210
0.0% of portfolio›$55.7K
Bfsg, LLC9,100
0.0% of portfolio›$55.1K
Mountain Hill Investment Partners Corp.9,000
0.0% of portfolio›$54.5K
Harbor Investment Advisory, LLC8,843
0.0% of portfolio›$53.5K
Parallel Advisors, LLC8,597
0.0% of portfolio›$52.0K
Vontobel Holding Ltd.8,451
0.0% of portfolio›$51.1K
Golden State Wealth Management, LLC8,450
0.0% of portfolio›$51.1K
Gamma Investing LLC7,739
0.0% of portfolio›$46.8K
Asset Planning,Inc7,700
0.0% of portfolio›$46.6K
KBC Group NV7,634
0.0% of portfolio›$46
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.7,121
0.1% of portfolio›$43.1K
Larson Financial Group LLC6,142
0.0% of portfolio›$37.2K
Compagnie Lombard Odier SCmA5,765
0.0% of portfolio›$34.9K
Wilmington Savings Fund Society, FSB4,200
0.0% of portfolio›$25.4K
Heritage Family Offices, LLP3,766
0.0% of portfolio›$22.8K
Mather Group, Llc.3,570
0.0% of portfolio›$21.6K
CoreCap Advisors, LLC3,501
0.0% of portfolio›$21.2K
Versant Capital Management, Inc3,500
0.0% of portfolio›$21.2K
Hickory Point Bank & Trust3,500
0.0% of portfolio›$21.2K
Nfsg Corp3,095
0.0% of portfolio›$18.7K
MassMutual Private Wealth & Trust, FSB2,923
0.0% of portfolio›$17.7K
Avion Wealth2,667
0.0% of portfolio›$16
DeDora Capital, Inc.2,568
0.0% of portfolio›$15.5K
GK Wealth Management LLC2,427
0.0% of portfolio›$14.7K
Rothwell Investment Advisors, LLC2,225
0.0% of portfolio›$13.5K
Creative Financial Designs Inc2,074
0.0% of portfolio›$12.5K
Centerpoint Advisors, LLC2,050
0.0% of portfolio›$12
Spurstone Advisory Services, LLC2,000
0.2% of portfolio›$11.9K
Markowski Investments1,891
0.0% of portfolio›$11.4K
Meriwether Wealth & Planning, LLC1,863
0.0% of portfolio›$11.3K
Canton Hathaway, LLC1,800
0.0% of portfolio›$10.9K
Vima LLC1,718
0.0% of portfolio›$10.4K
Westside Investment Management, Inc.1,600
0.0% of portfolio›$9.6K
Center for Financial Planning, Inc.1,582
0.0% of portfolio›$9.6K
Root Financial Partners, LLC1,226
0.0% of portfolio›$7.4K
IAG Wealth Partners, LLC1,200
0.0% of portfolio›$7.3K
Clearstead Advisors, LLC1,196
0.0% of portfolio›$7.2K
Valley National Advisers Inc1,040
0.0% of portfolio›$6.3K
Assetmark, Inc1,018
0.0% of portfolio›$6.2K
Essential Investment Partners LLC1,000
0.0% of portfolio›$6.1K
City State Bank1,000
0.0% of portfolio›$6.1K
Nvwm, LLC1,000
0.0% of portfolio›$6.1K
Trust Co of Toledo NA1,000
0.0% of portfolio›$6.1K
Pension & Wealth Management Advisors, Inc.1,000
0.0% of portfolio›$6.1K
Rosenberg Matthew Hamilton972
0.0% of portfolio›$5.9K
Covestor Ltd969
0.0% of portfolio›$5
Kingdom Financial Group Llc.950
0.0% of portfolio›$5.7K
EverSource Wealth Advisors, LLC929
0.0% of portfolio›$5.6K
Nemes Rush Group LLC855
0.0% of portfolio›$5.2K
Harbor Capital Advisors, Inc.810
0.0% of portfolio›$5
Nova Financial LLC800
0.0% of portfolio›$4.8K
Zions Bancorporation, National Association800
0.0% of portfolio›$4.8K
Jacobi Capital Management LLC743
0.0% of portfolio›$4.5K
Barnes Dennig Private Wealth Management LLC705
0.0% of portfolio›$4.3K
Provenance Wealth Advisors, LLC702
0.0% of portfolio›$4.2K
Wolff Wiese Magana LLC700
0.0% of portfolio›$4.2K
Chung Wu Investment Group, LLC700
0.0% of portfolio›$4.2K
Asset Dedication, LLC661
0.0% of portfolio›$4.0K
Aspect Partners, LLC640
0.0% of portfolio›$3.9K
Dhjj Financial Advisors, Ltd.600
0.0% of portfolio›$3.6K
American Capital Advisory, LLC580
0.0% of portfolio›$3.5K
Fairscale Capital, LLC563
0.0% of portfolio›$2.8K
Cape Investment Advisory, Inc.550
0.0% of portfolio›$3.3K
Laurel Wealth Advisors LLC500
0.0% of portfolio›$3.0K
New England Capital Financial Advisors LLC500
0.0% of portfolio›$3.0K
William Mack & Associates, Inc.500
0.0% of portfolio›$3.0K
NBH Bank480
0.0% of portfolio›$2.9K
Private Trust Co NA416
0.0% of portfolio›$2.5K
Oakworth Capital, Inc.400
0.0% of portfolio›$2.4K
Monetary Solutions, Ltd400
0.0% of portfolio›$2.4K
City Holding Co400
0.0% of portfolio›$2.4K
Vermillion Wealth Management, Inc.387
0.0% of portfolio›$2.3K
Buck Wealth Strategies, LLC300
0.0% of portfolio›$1.8K
Costello Asset Management, Inc300
0.0% of portfolio›$1.8K
Tower View Wealth Management LLC300
0.0% of portfolio›$1.8K
Investment Research & Advisory Group, Inc.300
0.0% of portfolio›$1.8K
CKW Financial Group300
0.0% of portfolio›$2
Hoey Investments, Inc290
0.0% of portfolio›$1.8K
Next Level Wealth Planning, LLC261
0.0% of portfolio›$1.6K
Strengthening Families & Communities, LLC254
0.0% of portfolio›$1.5K
Torren Management, LLC250
0.0% of portfolio›$1.5K
Archer Investment Corp250
0.0% of portfolio›$1.5K
Retirement Wealth Solutions LLC205
0.0% of portfolio›$1.2K
Trust Co of Vermont200
0.0% of portfolio›$1.2K
Physician Wealth Advisors, Inc.187
0.0% of portfolio›$1.1K
Toth Financial Advisory Corp183
0.0% of portfolio›$1.1K
Hughes Financial Services, LLC155
0.0% of portfolio›$787
Signature Equity Partners, LLC155
0.0% of portfolio›$938
Hazlett, Burt & Watson, Inc.150
0.0% of portfolio›$1
Clark Wealth Partners131
0.0% of portfolio›$793
Blue Trust, Inc.120
0.0% of portfolio›$729
Sfam, LLC100
0.0% of portfolio›$605
RMG Wealth Management LLC100
0.0% of portfolio›$466
Planning Strategies Inc.96
0.0% of portfolio›$581
Farmers & Merchants Investments Inc90
0.0% of portfolio›$545
Bell Investment Advisors, Inc81
0.0% of portfolio›$491
Ascentis Independent Advisors75
0.0% of portfolio›$453
Flagship Wealth Advisors, LLC70
0.0% of portfolio›$424
Ascentis Wealth Management, LLC65
0.0% of portfolio›$393
Birchwood Financial Partners, Inc.62
0.0% of portfolio›$375
Kelleher Financial Advisors50
0.0% of portfolio›$303
Rydar Equities, Inc.50
0.0% of portfolio›$288
Noble Wealth Management PBC50
0.0% of portfolio›$303
Abound Wealth Management39
0.0% of portfolio›$236
Main Street Group, LTD33
0.0% of portfolio›$200
Compass Financial Management LLC29
0.0% of portfolio›$176
Evermay Wealth Management LLC20
0.0% of portfolio›$121
Salomon & Ludwin, LLC18
0.0% of portfolio›$109
James T. Borello RIA18
0.0% of portfolio›$109
SJS Investment Consulting Inc.15
0.0% of portfolio›$91
WPG Advisers, LLC15
0.0% of portfolio›$91
Plante Moran Financial Advisors, LLC10
0.0% of portfolio›$61
Silver Grove Financial Group, Inc.5
0.0% of portfolio›$30
Marquette Asset Management, LLC2
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Geode Capital Management, LLC
16,083,312$97.3M0.0%IndexVery LowBoston, MA2026-11-06
Citigroup Inc
4,563,537$27.6M0.0%CoreMediumNew York, NY2026-11-04
Exchange Traded Concepts, LLC
3,965,605$24.0M0.1%GrowthMediumOklahoma City, OK2026-10-28
Sumitomo Mitsui Trust Group, Inc.
2,947,672$17.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Lingotto Investment Management LLP
2,635,253$15.9M0.3%Deep ValueMediumLondon, United Kingdom2026-10-27
Bank of New York Mellon Corp
2,136,204$12.9M0.0%CoreLowNew York, NY2026-11-05
Daiwa Securities Group Inc.
1,942,339$11.8M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Allen Operations LLC
1,557,888$9.4M1.0%GrowthVery LowNew York, NY2026-11-03
LPL Financial LLC
911,607$5.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Fifth Third Bancorp
890,411$5.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Imc-Chicago, LLC
657,277$4.0M0.0%GARPVery HighChicago, IL2026-11-05
Deutsche Bank Ag\
611,997$3.7M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Amundi
558,761$3.4M0.0%CoreMediumParis, India2026-11-06
Barclays PLC
558,296$3.4M0.0%CoreMediumLondon, United Kingdom2026-11-06
SBI Securities Co., Ltd.
537,816$3.3M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Russell Investments Group, Ltd.
470,518$2.8M0.0%CoreLowSeattle, WA2026-11-06
Creative Planning
458,594$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Udine Wealth Management, Inc.
275,508$1.7M0.7%GrowthMediumBoca Raton, FL2026-10-23
Bouvel Investment Partners, LLC
250,437$1.5M0.3%Agg GrowthMediumPhoenixville, PA2026-10-13
Commonwealth Equity Services, LLC
245,567$1.5M0.0%ETFLowWaltham, MA2026-11-02
Yarbrough Capital, LLC
167,483$1.0M0.0%Agg GrowthVery LowFranklin, TN2026-10-19
State of New Jersey Common Pension Fund D
154,735$936.1K0.0%CoreLowTrenton, NJ2026-11-05
Cambridge Investment Research Advisors, Inc.
139,150$8420.0%ETFLowFairfield, IA2026-11-02
Rakuten Securities, Inc.
135,243$818.2K0.2%Agg GrowthHighTokyo, Mexico2026-11-02
Moran Wealth Management, LLC
132,266$800.2K0.0%CoreMediumNaples, FL2026-10-22
Lighthouse Financial LLC
114,933$695.3K0.3%Agg GrowthLowLargo, FL2026-10-23
Lanark Financial, Inc.
101,909$616.5K0.0%CoreMediumBirmingham, AL2026-10-26
Concurrent Investment Advisors, LLC
99,784$603.7K0.0%GrowthMediumTampa, FL2026-10-16
OpenArc Corporate Advisory, LLC
98,086$593.4K0.0%GrowthLowAtlanta, GA2026-10-21
ProShare Advisors LLC
96,253$582.3K0.0%GrowthLowBethesda, MD2026-10-29
Kestra Advisory Services, LLC
95,658$578.7K0.0%CoreLowAustin, TX2026-11-02
LJI Wealth Management, LLC
94,000$568.7K0.1%ETFLowIndianapolis, IN2026-10-28
180 Wealth Advisors, LLC
93,069$563.1K0.1%CoreLowFederal Way, WA2026-11-03
Sowell Financial Services LLC
79,659$481.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cobblestone Asset Management LLC
79,300$479.8K0.2%ETFMediumRichmond, VA2026-10-13
Principal Financial Group Inc
78,359$474.1K0.0%CoreLowDes Moines, IA2026-11-02
D.A. Davidson & Co.
72,907$441.1K0.0%CoreLowGreat Falls, MT2026-10-28
D'Orazio & Associates, Inc.
70,853$428.7K0.0%ETFLowVienna, VA2026-11-04
Arizona State Retirement System
69,266$419.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Modera Wealth Management, LLC
67,000$405.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Green Alpha Advisors, LLC
66,654$403.3K0.3%GrowthLowNiwot, CO2026-10-08
Wealth Enhancement Advisory Services, LLC
65,259$375.2K0.0%CoreLowPlymouth, MN2026-10-13
Xponance LLC
63,850$386.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Quantum Private Wealth, LLC
55,898$338.2K0.1%GrowthLowTampa, FL2026-10-20
Independent Financial Group, LLC
52,115$315.3K0.0%GrowthLowSan Diego, CA2026-10-13
PNC Financial Services Group, Inc.
51,837$313.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Strs Ohio
48,700$294.6K0.0%CoreMediumColumbus, OH2026-10-30
Steinberganna Wealth Management
45,644$276.1K0.1%ETFLowHuntington, NY2026-10-23
Merit Financial Group, LLC
44,197$267.4K0.0%ETFLowAlpharetta, GA2026-11-06
Flagship Harbor Advisors, LLC
42,900$259.5K0.0%ETFMediumBoston, MA2026-10-26
Caitong International Asset Management Co., Ltd
40,448$244.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pictet Asset Management Holding SA
39,640$239.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Westwood Wealth Management
37,300$225.7K0.1%Agg GrowthHighLos Angeles, CA2026-10-29
Farther Finance Advisors, LLC
36,572$221.3K0.0%IndexLowSan Francisco, CA2026-10-08
Natixis
35,596$215.4K0.0%GARPHighParis, India2026-11-06
Axxcess Wealth Management, LLC
35,012$208.8K0.0%CoreLowCarlsbad, CA2026-10-21
J. Safra Sarasin Holding AG
33,800$204.5K0.0%CoreMediumBasel, Switzerland2026-10-26
Kestra Private Wealth Services, LLC
33,390$202.0K0.0%GrowthLowAustin, TX2026-11-06
Nautilus Advisors LLC
32,893$199.0K0.1%GrowthLowLa Jolla, CA2026-10-07
Congress Park Capital LLC
32,000$193.6K0.1%ValueLowSaratoga Springs, NY2026-10-13
Realta Investment Advisors
31,000$187.6K0.1%GrowthMediumWilmington, DE2026-10-14
CIBC Asset Management Inc
30,285$183.2K0.0%GARPLowToronto, South Africa2026-11-05
Twelve Points Wealth Management LLC
29,983$146.9K0.0%ETFMediumConcord, MA2026-11-03
Nisa Investment Advisors, LLC
29,013$175.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Vanguard Capital Wealth Advisors
27,865$168.6K0.1%GrowthMediumDenver, CO2026-10-16
Savant Capital, LLC
27,850$168.5K0.0%IndexVery LowRockford, IL2026-11-06
Pier 88 Investment Partners LLC
27,700$167.6K0.0%GrowthHighSan Francisco, CA2026-11-06
Themes Management Co LLC
27,428$165.9K0.1%GARPMediumGreenwich, CT2026-10-29
Total Wealth Planning & Management, Inc.
27,285$165.1K0.1%CoreMediumPonte Vedra Beach, FL2026-10-23
RFG - Bristol Wealth Advisors, LLC
27,000$163.4K0.0%ETFLowTaunton, MA2026-10-09
Pinnacle Associates LTD
26,951$163.1K0.0%CoreLowNew York, NY2026-10-20
Sound Income Strategies, LLC
25,298$145.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Sovran Advisors, LLC
24,430$124.1K0.0%ETFMediumSan Diego, CA2026-11-02
Apollon Wealth Management, LLC
24,053$145.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Sterling Capital Management LLC
22,367$135.3K0.0%GARPMediumCharlotte, NC2026-10-22
J.W. Cole Advisors, Inc.
22,219$134.4K0.0%IndexLowTampa, FL2026-11-05
Leonteq Securities AG
22,101$133.7K0.0%CoreHighZurich, Switzerland2026-10-29
Uhlmann Price Securities, LLC
21,780$131.8K0.0%Agg GrowthLowSkokie, IL2026-11-03
Rossby Financial, LCC
21,054$127.4K0.0%ETFMediumMelbourne, FL2026-11-05
Wedbush Securities Inc
20,180$1220.0%CoreLowPasadena, CA2026-10-22
J. Derek Lewis & Associates Inc.
19,200$116.2K0.0%ETFLowNewport Beach, CA2026-11-03
Amalgamated Bank
18,395$1110.0%CoreVery LowNew York, NY2026-10-23
Spire Wealth Management
18,264$110.5K0.0%GrowthMediumMclean, VA2026-10-30
Wealthcare Advisory Partners LLC
18,200$110.1K0.0%ETFLowWest Chester, PA2026-10-21
AlphaCore Capital LLC
17,985$108.8K0.0%ETFLowLa Jolla, CA2026-11-04
Prime Capital Investment Advisors, LLC
17,629$106.7K0.0%ETFLowOverland Park, KS2026-10-20
Echo45 Advisors LLC
17,322$104.8K0.0%ETFLowWalnut Creek, CA2026-10-07
International Assets Investment Management, LLC
17,166$102.3K0.0%CoreVery HighOrlando, FL2026-11-02
Matauro, LLC
16,475$99.7K0.0%ETFLowNew York, NY2026-11-03
Sloy Dahl & Holst, LLC
16,461$99.6K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Headland Capital, LLC
16,450$99.5K0.0%ValueVery LowMt. Pleasant, SC2026-11-06
StoneX Group Inc.
16,414$99.3K0.0%ETFMediumNew York, NY2026-11-03
Swiss Life Asset Management Ltd
16,365$99.0K0.0%CoreLowZurich, Switzerland2026-11-03
Allworth Financial LP
15,783$140.8K0.0%IndexLowFolsom, CA2026-11-06
Thompson Davis & Co., Inc.
15,500$93.8K0.1%CoreMediumRichmond, VA2026-11-05
AdvisorNet Financial, Inc
15,255$70.3K0.0%ETFLowMinnetonka, MN2026-10-15
Regatta Capital Group, LLC
15,100$91.4K0.0%ETFLowEl Segundo, CA2026-10-23
Signaturefd, LLC
15,076$91.2K0.0%IndexLowAtlanta, GA2026-10-23
Moors & Cabot, Inc.
14,950$90.4K0.0%CoreLowBoston, MA2026-11-06
RFG Advisory, LLC
14,689$88.9K0.0%ETFMediumBirmingham, AL2026-11-03
Lido Advisors, LLC
14,685$88.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Choreo, LLC
14,555$88.1K0.0%IndexLowRockford, IL2026-10-28
Benchmark Financial Wealth Advisors, LLC
14,459$87.5K0.0%ETFLowBoca Raton, FL2026-10-20
HB Wealth Management, LLC
14,302$86.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Perigon Wealth Management, LLC
13,867$83.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Cyndeo Wealth Partners, LLC
13,542$81.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Profund Advisors LLC
13,349$80.8K0.0%GrowthLowBethesda, MD2026-10-29
Formidable Asset Management, LLC
13,167$117.5K0.0%CoreLowCincinnati, OH2026-11-03
Clear Creek Financial Management, LLC
12,572$76.1K0.0%ETFMediumSilverdale, WA2026-10-28
Ashton Thomas Private Wealth, LLC
12,524$75.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Gerber Kawasaki Wealth & Investment Management
12,266$74.2K0.0%ETFLowSanta Monica, CA2026-10-29
Davenport & Co LLC
12,257$74.2K0.0%CoreMediumRichmond, VA2026-10-14
Clarity Wealth Advisors, LLC
12,210$73.9K0.0%ETFVery LowSan Jose, CA2026-10-21
Private Management Group Inc
12,189$73.7K0.0%YieldLowIrvine, CA2026-11-04
Clear Wave Wealth Management LLC
12,087$73.1K0.0%ETFN/ARed Bank, NJ2026-11-04
HUB Investment Partners, LLC
11,804$71.4K0.0%GrowthLowAustin, TX2026-11-03
US Bancorp \de\
11,596$70.2K0.0%IndexLowMinneapolis, MN2026-11-05
TD Waterhouse Canada Inc.
11,505$68.5K0.0%CoreLowToronto, Australia2026-10-16
FSA Wealth Partners, Inc.
11,492$69.5K0.0%ETFHighRockville, MD2026-10-26
Pinnacle Wealth Planning Services, Inc.
11,373$68.8K0.0%GARPLowMansfield, OH2026-10-27
Prospera Financial Services Inc
11,325$55.5K0.0%CoreMediumDallas, TX2026-11-04
IFP Advisors, Inc
11,209$67.8K0.0%GrowthLowTampa, FL2026-10-16
Heritage Wealth Management, Inc.
11,000$66.6K0.0%CoreLowCincinnati, OH2026-10-28
Kingswood Wealth Advisors, LLC
10,784$65.2K0.0%GrowthLowSan Diego, CA2026-10-23
G2 Capital Management, LLC / OH
10,625$64.3K0.0%ETFVery LowColumbus, OH2026-10-23
Accel Wealth Management
10,547$63.8K0.0%ETFLowWaverly, IA2026-10-13
Meritas Wealth Management, LLC
10,314$62.4K0.0%ETFVery LowSan Rafael, CA2026-10-14
DKM Wealth Management, Inc.
10,300$62.3K0.0%YieldVery LowStockton, CA2026-10-09
Silverlake Wealth Management LLC
10,167$61.5K0.0%ETFLowWilliston, VT2026-10-21
Herold Advisors, Inc.
10,000$60.5K0.0%CoreLowNew York, NY2026-10-19
Lynx Investment Advisory
10,000$60.5K0.0%ETFLowWashington, Dc, DC2026-10-27
Parkside Financial Bank & Trust
9,210$55.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bfsg, LLC
9,100$55.1K0.0%CoreLowIrvine, CA2026-10-30
Mountain Hill Investment Partners Corp.
9,000$54.5K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Harbor Investment Advisory, LLC
8,843$53.5K0.0%GrowthLowLutherville, MD2026-10-13
Parallel Advisors, LLC
8,597$52.0K0.0%IndexLowSan Francisco, CA2026-11-03
Vontobel Holding Ltd.
8,451$51.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Golden State Wealth Management, LLC
8,450$51.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Gamma Investing LLC
7,739$46.8K0.0%IndexVery LowFoster City, CA2026-10-08
Asset Planning,Inc
7,700$46.6K0.0%CoreVery LowLos Alamitos, CA2026-10-26
KBC Group NV
7,634$460.0%CoreMediumBrussels, Czech Republic2026-10-22
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
7,121$43.1K0.1%Agg GrowthHighTokyo, Mexico2026-11-06
Larson Financial Group LLC
6,142$37.2K0.0%GrowthLowSt Louis, MO2026-11-05
Compagnie Lombard Odier SCmA
5,765$34.9K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Wilmington Savings Fund Society, FSB
4,200$25.4K0.0%CoreLowWilmington, DE2026-10-23
Heritage Family Offices, LLP
3,766$22.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Mather Group, Llc.
3,570$21.6K0.0%ETFMediumChicago, IL2026-10-14
CoreCap Advisors, LLC
3,501$21.2K0.0%ETFMediumSouthfield, MI2026-10-08
Versant Capital Management, Inc
3,500$21.2K0.0%GARPLowPhoenix, AZ2026-10-02
Hickory Point Bank & Trust
3,500$21.2K0.0%CoreVery LowDecatur, IL2026-10-01
Nfsg Corp
3,095$18.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
MassMutual Private Wealth & Trust, FSB
2,923$17.7K0.0%CoreLowSpringfield, MA2026-10-05
Avion Wealth
2,667$160.0%ETFLowThe Woodlands, TX2026-11-04
DeDora Capital, Inc.
2,568$15.5K0.0%ETFVery LowNapa, CA2026-10-26
GK Wealth Management LLC
2,427$14.7K0.0%GARPVery HighReno, NV2026-10-09
Rothwell Investment Advisors, LLC
2,225$13.5K0.0%N/AN/ASalem, MA2026-11-06
Creative Financial Designs Inc
2,074$12.5K0.0%ETFMediumKokomo, IN2026-11-04
Centerpoint Advisors, LLC
2,050$120.0%ETFVery LowNeedham, MA2026-11-05
Spurstone Advisory Services, LLC
2,000$11.9K0.2%CoreLowHigganum, CT2026-11-02
Markowski Investments
1,891$11.4K0.0%ETFN/ATampa, FL2026-10-30
Meriwether Wealth & Planning, LLC
1,863$11.3K0.0%ETFMediumMinden, LA2026-10-13
Canton Hathaway, LLC
1,800$10.9K0.0%ValueLowProvidence, RI2026-10-23
Vima LLC
1,718$10.4K0.0%CoreLowTroy, MI2026-10-23
Westside Investment Management, Inc.
1,600$9.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Center for Financial Planning, Inc.
1,582$9.6K0.0%ETFLowSouthfied, MI2026-10-26
Root Financial Partners, LLC
1,226$7.4K0.0%ETFMediumEncinitas, CA2026-10-21
IAG Wealth Partners, LLC
1,200$7.3K0.0%ETFLowWaukesha, WI2026-11-06
Clearstead Advisors, LLC
1,196$7.2K0.0%ETFLowCleveland, OH2026-11-06
Valley National Advisers Inc
1,040$6.3K0.0%ETFLowBethlehem, PA2026-10-23
Assetmark, Inc
1,018$6.2K0.0%ETFLowConcord, CA2026-10-21
Essential Investment Partners LLC
1,000$6.1K0.0%GrowthLowEnglewood, CO2026-10-27
City State Bank
1,000$6.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
Nvwm, LLC
1,000$6.1K0.0%GrowthMediumYardley, PA2026-10-14
Trust Co of Toledo NA
1,000$6.1K0.0%GrowthVery LowHolland, OH2026-10-16
Pension & Wealth Management Advisors, Inc.
1,000$6.1K0.0%ETFLowWaltham, MA2026-10-16
Rosenberg Matthew Hamilton
972$5.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Covestor Ltd
969$50.0%ValueHighLondon, United Kingdom2026-10-30
Kingdom Financial Group Llc.
950$5.7K0.0%ETFMediumPeoria, AZ2026-11-04
EverSource Wealth Advisors, LLC
929$5.6K0.0%CoreMediumBirmingham, AL2026-11-04
Nemes Rush Group LLC
855$5.2K0.0%CoreVery LowNovi, MI2026-11-04
Harbor Capital Advisors, Inc.
810$50.0%ValueHighChicago, IL2026-10-22
Nova Financial LLC
800$4.8K0.0%N/AN/ATucson, AZ2026-11-04
Zions Bancorporation, National Association
800$4.8K0.0%CoreMediumSalt Lake City, UT2026-11-06
Jacobi Capital Management LLC
743$4.5K0.0%CoreLowPittston, PA2026-11-05
Barnes Dennig Private Wealth Management LLC
705$4.3K0.0%CoreLowCincinnati, OH2026-10-30
Provenance Wealth Advisors, LLC
702$4.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Wolff Wiese Magana LLC
700$4.2K0.0%GrowthLowCarslbad, CA2026-10-15
Chung Wu Investment Group, LLC
700$4.2K0.0%GrowthMediumSugar Land, TX2026-11-03
Asset Dedication, LLC
661$4.0K0.0%ETFLowSan Francisco, CA2026-11-03
Aspect Partners, LLC
640$3.9K0.0%ETFMediumFairfax, VA2026-10-20
Dhjj Financial Advisors, Ltd.
600$3.6K0.0%ETFVery LowNaperville, IL2026-10-23
American Capital Advisory, LLC
580$3.5K0.0%ETFLowKetchum, ID2026-10-28
Fairscale Capital, LLC
563$2.8K0.0%GrowthVery LowNashua, NH2026-11-04
Cape Investment Advisory, Inc.
550$3.3K0.0%ETFLowMcdonough, GA2026-10-13
Laurel Wealth Advisors LLC
500$3.0K0.0%CoreVery LowCharlotte, NC2026-10-27
New England Capital Financial Advisors LLC
500$3.0K0.0%ETFLowMeriden, CT2026-11-03
William Mack & Associates, Inc.
500$3.0K0.0%ETFLowTroy, MI2026-10-27
NBH Bank
480$2.9K0.0%CoreN/AGreenwood Village, CO2026-11-05
Private Trust Co NA
416$2.5K0.0%CoreLowCleveland, OH2026-10-20
Oakworth Capital, Inc.
400$2.4K0.0%ETFLowBirmingham, AL2026-10-26
Monetary Solutions, Ltd
400$2.4K0.0%ETFVery LowDayton, OH2026-10-22
City Holding Co
400$2.4K0.0%CoreLowCharleston, WV2026-10-19
Vermillion Wealth Management, Inc.
387$2.3K0.0%ValueLowRosemount, MN2026-10-26
Buck Wealth Strategies, LLC
300$1.8K0.0%ValueMediumDenver, CO2026-10-28
Costello Asset Management, Inc
300$1.8K0.0%CoreLowFeasterville, PA2026-10-30
Tower View Wealth Management LLC
300$1.8K0.0%MomentumMediumShorewood, WI2026-10-23
Investment Research & Advisory Group, Inc.
300$1.8K0.0%GrowthVery LowAtlanta, GA2026-10-19
CKW Financial Group
300$20.0%ETFVery LowHonolulu, HI2026-10-29
Hoey Investments, Inc
290$1.8K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Next Level Wealth Planning, LLC
261$1.6K0.0%ETFVery LowMeridian, ID2026-10-29
Strengthening Families & Communities, LLC
254$1.5K0.0%CoreMediumBoston, MA2026-10-21
Torren Management, LLC
250$1.5K0.0%ETFMediumSan Diego, CA2026-10-29
Archer Investment Corp
250$1.5K0.0%CoreMediumCarmel, IN2026-11-05
Retirement Wealth Solutions LLC
205$1.2K0.0%ETFLowMarshfield, WI2026-10-07
Trust Co of Vermont
200$1.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Physician Wealth Advisors, Inc.
187$1.1K0.0%ETFMediumMidvale, UT2026-10-20
Toth Financial Advisory Corp
183$1.1K0.0%CoreLowLeesburg, VA2026-10-08
Hughes Financial Services, LLC
155$7870.0%ETFLowHerndon, VA2026-10-30
Signature Equity Partners, LLC
155$9380.0%GrowthMediumColumbus, OH2026-10-29
Hazlett, Burt & Watson, Inc.
150$10.0%CoreVery LowWheeling, WV2026-11-04
Clark Wealth Partners
131$7930.0%ETFVery LowO'Fallon, IL2026-10-19
Blue Trust, Inc.
120$7290.0%ETFLowBrentwood, TN2026-10-15
Sfam, LLC
100$6050.0%ETFVery LowElmhurst, IL2026-11-03
RMG Wealth Management LLC
100$4660.0%ETFVery HighPlatteville, WI2026-10-26
Planning Strategies Inc.
96$5810.0%ETFN/ALancaster, PA2026-10-02
Farmers & Merchants Investments Inc
90$5450.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
81$4910.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Independent Advisors
75$4530.0%ETFLowDallas, TX2026-11-03
Flagship Wealth Advisors, LLC
70$4240.0%ETFLowWakefield, MA2026-11-03
Ascentis Wealth Management, LLC
65$3930.0%Agg GrowthLowDallas, TX2026-11-03
Birchwood Financial Partners, Inc.
62$3750.0%ETFVery LowBloomington, MN2026-11-02
Kelleher Financial Advisors
50$3030.0%CoreMediumNew York, NY2026-10-30
Rydar Equities, Inc.
50$2880.0%CoreVery LowWeatherford, TX2026-10-13
Noble Wealth Management PBC
50$3030.0%YieldMediumGreenwood Village, CO2026-10-01
Abound Wealth Management
39$2360.0%ETFVery LowFranklin, TN2026-10-26
Main Street Group, LTD
33$2000.0%ETFMediumGlen Allen, VA2026-10-28
Compass Financial Management LLC
29$1760.0%CoreN/ATampa, FL2026-10-30
Evermay Wealth Management LLC
20$1210.0%ETFLowArlington, VA2026-11-05
Salomon & Ludwin, LLC
18$1090.0%ETFVery LowRichmond, VA2026-10-29
James T. Borello RIA
18$1090.0%ETFVery LowEast Dundee, IL2026-10-16
SJS Investment Consulting Inc.
15$910.0%ETFVery LowSylvania, OH2026-10-26
WPG Advisers, LLC
15$910.0%CoreLowBaltimore, MD2026-10-27
Plante Moran Financial Advisors, LLC
10$610.0%ETFVery LowSouthfield, MI2026-11-04
Silver Grove Financial Group, Inc.
5$300.0%CoreMediumOrchard Park, NY2026-11-05
Marquette Asset Management, LLC
2$130.0%ETFVery LowMinneapolis, MN2026-10-09