IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

NU Hldgs LTD (NU)

CUSIP: G6683N103 | 1602 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Assenagon Asset Management S.A.38,263,897
0.5% of portfolio›$484.4M
Coronation Fund Managers Ltd.26,174,538
12.8% of portfolio›$331.4M
Sumitomo Mitsui Trust Group, Inc.18,008,147
0.1% of portfolio›$228.0M
Robeco Institutional Asset Management B.V.15,250,682
0.2% of portfolio›$193.1M
Dimensional Fund Advisors LP12,242,625
0.0% of portfolio›$154.9M
Citigroup Inc9,143,555
0.0% of portfolio›$115.8M
Bank of New York Mellon Corp9,100,124
0.0% of portfolio›$115.2M
Wasatch Advisors LP8,900,972
0.8% of portfolio›$112.7M
AGF Management LTD5,557,486
0.3% of portfolio›$70.4M
Mitsubishi UFJ Asset Management Co., Ltd.5,308,115
0.0% of portfolio›$67.2M
Ninety One UK Ltd5,287,386
0.1% of portfolio›$66.9M
DekaBank Deutsche Girozentrale4,993,025
0.0% of portfolio›$61.8K
C WorldWide Group Holding A/S4,896,136
0.0% of portfolio›$62.0K
Pictet Asset Management Holding SA4,502,618
0.1% of portfolio›$57.0M
Allen Investment Management, LLC3,611,056
0.5% of portfolio›$45.7M
Milestones Administradora de Recursos Ltda.3,393,059
7.7% of portfolio›$43.0M
Antipodes Partners Ltd3,340,760
0.8% of portfolio›$42.3M
Perpetual Ltd3,319,585
0.6% of portfolio›$42.0M
SEB Asset Management AB2,750,776
0.1% of portfolio›$34.8M
Candriam S.C.A.2,484,400
0.1% of portfolio›$31.6M
Exchange Traded Concepts, LLC2,046,482
0.1% of portfolio›$25.9M
KBC Group NV2,008,806
0.0% of portfolio›$25.4K
Salem Investment Counselors Inc1,857,526
0.6% of portfolio›$23.5M
State of New Jersey Common Pension Fund D1,825,681
0.1% of portfolio›$23.1M
Fisher Funds Management LTD1,813,176
0.7% of portfolio›$23.0M
Investment House LLC1,692,187
1.0% of portfolio›$21.4M
Investment Management Associates Inc1,490,384
3.8% of portfolio›$18.9M
Allspring Global Investments Holdings, LLC1,445,477
0.0% of portfolio›$19.2M
Achmea Investment Management B.V.1,390,626
0.1% of portfolio›$17.6M
CenterBook Partners LP1,354,881
0.8% of portfolio›$17.2M
MacKenzie Financial Corp1,188,068
0.0% of portfolio›$15.0M
TB Alternative Assets Ltd.1,146,339
3.0% of portfolio›$14.5M
Hosking Partners LLP1,120,626
0.5% of portfolio›$14.2M
Imc-Chicago, LLC1,106,943
0.0% of portfolio›$14.0M
Asset Management One Co., Ltd.1,043,474
0.0% of portfolio›$13.2M
Moran Wealth Management, LLC1,020,822
0.4% of portfolio›$12.9M
GFS Advisors, LLC999,595
1.4% of portfolio›$12.7M
Barings LLC958,919
0.2% of portfolio›$12.1M
Harel Insurance Investments & Financial Services Ltd.893,171
0.0% of portfolio›$11.3K
Sava Infond d.o.o.783,600
0.6% of portfolio›$9.9M
Creative Planning752,612
0.0% of portfolio›$9.5M
Hiddenite Capital Partners LP750,000
1.7% of portfolio›$9.5M
Capricorn Fund Managers Ltd750,000
0.9% of portfolio›$9.5M
71 West Capital Partners740,198
0.3% of portfolio›$9.4M
Truxt Investmentos Ltda.739,188
3.9% of portfolio›$9.4M
Matthews International Capital Management LLC698,766
3.7% of portfolio›$8.8M
State of Michigan Retirement System692,800
0.0% of portfolio›$8.8M
Ashoka WhiteOak Capital Pte Ltd662,220
2.4% of portfolio›$8.2M
Axxion S.A.657,501
0.5% of portfolio›$8.3M
Strs Ohio613,355
0.0% of portfolio›$7.8M
Swiss Life Asset Management Ltd589,371
0.0% of portfolio›$7.5M
Xponance LLC581,785
0.0% of portfolio›$7.4M
Vontobel Holding Ltd.533,955
0.0% of portfolio›$6.8M
Simplex Trading, LLC532,962
0.0% of portfolio›$6.7M
Northside Capital Management, LLC512,727
0.5% of portfolio›$6.5M
Thrivent Financial for Lutherans475,569
0.0% of portfolio›$6.0K
Sustainable Growth Advisers, LP468,797
0.1% of portfolio›$5.9M
NLB Skladi, upravljanje premozenja, d.o.o.422,467
0.2% of portfolio›$5.3M
IFM Investors Pty Ltd418,980
0.0% of portfolio›$5.3M
Calamos Wealth Management LLC404,831
0.1% of portfolio›$5.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.398,318
0.1% of portfolio›$5.0M
Commonwealth Equity Services, LLC380,515
0.0% of portfolio›$4.8M
Oak Thistle LLC371,276
0.4% of portfolio›$4.7M
AMF Tjanstepension AB362,742
0.0% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC342,796
0.0% of portfolio›$5.3M
ABN Amro Investment Solutions319,566
0.0% of portfolio›$4.0M
Gulf International Bank (UK) Ltd308,033
0.0% of portfolio›$3.9K
Raiffeisen Bank International AG280,100
0.0% of portfolio›$3.5M
Schwartz Investment Counsel Inc277,000
0.1% of portfolio›$3.5M
Lido Advisors, LLC268,030
0.0% of portfolio›$3.4M
Amalgamated Bank252,804
0.0% of portfolio›$3.2K
Finivi Inc.236,211
1.4% of portfolio›$3.0M
Udine Wealth Management, Inc.231,804
1.2% of portfolio›$2.9M
Euro Pacific Asset Management, LLC231,251
0.3% of portfolio›$2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS230,093
0.0% of portfolio›$2.9M
Petredis Investment Advisors LLC224,345
0.2% of portfolio›$2.8M
Premier Fund Managers Ltd222,453
0.0% of portfolio›$2.7K
GC Wealth Management RIA, LLC219,414
0.1% of portfolio›$2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd218,331
0.0% of portfolio›$2.8M
Rakuten Investment Management, Inc.217,373
0.0% of portfolio›$2.7M
Cache Advisors, LLC197,361
0.2% of portfolio›$2.5M
Fideuram Asset Management (Ireland) dac193,080
0.1% of portfolio›$2.7M
Taylor Frigon Capital Management LLC189,170
1.2% of portfolio›$2.4M
Virginia Retirement Systems ET Al181,000
0.0% of portfolio›$2.3M
Equitable Trust Co173,690
0.1% of portfolio›$2.2M
Sterling Capital Management LLC171,734
0.0% of portfolio›$2.2M
Fort Washington Investment Advisors Inc165,942
0.0% of portfolio›$2.1M
Factory Mutual Insurance Co147,832
0.0% of portfolio›$1.9M
Mirae Asset Global Investments Co., Ltd.145,787
0.0% of portfolio›$1.8M
J. Safra Sarasin Holding AG140,800
0.0% of portfolio›$1.8M
SBI Securities Co., Ltd.140,257
0.0% of portfolio›$1.8M
Systrade AG140,000
0.9% of portfolio›$1.8M
CIBC Asset Management Inc129,296
0.0% of portfolio›$1.6M
Shelton Wealth Management, LLC118,397
0.6% of portfolio›$1.5M
Sarasin & Partners LLP118,300
0.0% of portfolio›$1.5M
Atria Investments, Inc117,409
0.0% of portfolio›$1.5M
Sullivan Wood Capital Management LLC117,170
2.3% of portfolio›$1.5M
Cannon Advisors, Inc.116,194
1.1% of portfolio›$1.8M
Caitong International Asset Management Co., Ltd110,383
0.1% of portfolio›$1.4M
111 Capital109,826
0.2% of portfolio›$1.4M
North Dakota State Investment Board106,202
0.1% of portfolio›$1.3M
Truist Financial Corp99,019
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC97,075
0.0% of portfolio›$1.2M
IPG Investment Advisors LLC96,424
0.2% of portfolio›$1.2M
Deltec Asset Management LLC95,000
0.2% of portfolio›$1.2M
Cigna Investments Inc93,829
0.0% of portfolio›$1.2K
Swedbank AB92,555
0.0% of portfolio›$1.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna88,000
0.4% of portfolio›$1.1M
Choreo, LLC85,510
0.0% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC83,204
0.0% of portfolio›$1.1M
Oppenheimer & Co Inc80,682
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.79,665
0.0% of portfolio›$1.0K
Magnus Financial Group LLC78,957
0.1% of portfolio›$999.6K
Crossmark Global Holdings, Inc.78,635
0.0% of portfolio›$995.5K
Quattro Financial Advisors LLC75,000
0.2% of portfolio›$949.5K
Ethic Inc.72,924
0.0% of portfolio›$923.2K
Citizens Financial Group Inc72,383
0.0% of portfolio›$916.4K
Principal Financial Group Inc72,011
0.0% of portfolio›$911.7K
Pilgrim Partners Asia Pte Ltd71,000
0.2% of portfolio›$898.9K
Redmond Asset Management, LLC70,545
0.3% of portfolio›$893.1K
MBM Wealth Consultants, LLC68,805
0.2% of portfolio›$871.1K
Frank, Rimerman Advisors LLC66,753
0.0% of portfolio›$845.1K
Verus Capital Partners, LLC65,520
0.0% of portfolio›$829.5K
J2 Capital Management Inc62,969
0.5% of portfolio›$797.2K
First Citizens Bank & Trust Co61,974
0.0% of portfolio›$784.6K
Diversify Wealth Management, LLC61,587
0.0% of portfolio›$907.2K
Diversify Advisory Services, LLC61,587
0.0% of portfolio›$907.2K
Concurrent Investment Advisors, LLC61,121
0.0% of portfolio›$773.8K
Wedmont Private Capital60,955
0.0% of portfolio›$937.5K
Laurion Capital Management LP60,904
0.0% of portfolio›$771.0K
Triumph Capital Management60,596
0.1% of portfolio›$767.1K
Kestra Advisory Services, LLC59,282
0.0% of portfolio›$750.5K
Legacy Bridge, LLC59,260
0.2% of portfolio›$750.2K
Financial Perspectives, Inc57,533
0.2% of portfolio›$728.4K
United Asset Strategies, Inc.55,249
0.0% of portfolio›$699.5K
HB Wealth Management, LLC54,015
0.0% of portfolio›$657.9K
Cornerstone Wealth Group, LLC52,763
0.0% of portfolio›$668.0K
Legacy Wealth Asset Management, LLC50,987
0.1% of portfolio›$645.5K
Park Avenue Securities LLC50,885
0.0% of portfolio›$644
Daiwa Securities Group Inc.49,805
0.0% of portfolio›$630.5K
Compound Planning, Inc.49,184
0.0% of portfolio›$622.7K
AdvisorNet Financial, Inc48,472
0.0% of portfolio›$723.7K
Larson Financial Group LLC48,166
0.0% of portfolio›$609.8K
Tuttle Capital Management, LLC47,316
0.3% of portfolio›$613.8K
Interchange Capital Partners, LLC46,084
0.1% of portfolio›$583.4K
Foster Victor Wealth Advisors, LLC44,354
0.0% of portfolio›$643.6K
IFP Advisors, Inc42,403
0.0% of portfolio›$536.8K
Leonteq Securities AG41,414
0.0% of portfolio›$524.3K
Privium Fund Management B.V.38,168
0.1% of portfolio›$483.2K
Mlp3, LLC36,385
0.4% of portfolio›$460.6K
Mutual of America Capital Management LLC35,997
0.0% of portfolio›$455.7K
Vise Technologies, Inc.35,196
0.0% of portfolio›$445.6K
Davenport & Co LLC34,155
0.0% of portfolio›$432.4K
Farther Finance Advisors, LLC33,414
0.0% of portfolio›$423.0K
Evergreen Capital Management LLC32,758
0.0% of portfolio›$414.7K
Verdence Capital Advisors LLC32,198
0.0% of portfolio›$407.6K
Avestar Capital, LLC31,523
0.0% of portfolio›$399.1K
Indivisible Partners30,582
0.0% of portfolio›$387.2K
Solstein Capital, LLC30,400
0.1% of portfolio›$384.9K
Arkfeld Wealth Strategies, L.L.C.30,295
0.1% of portfolio›$472.0K
OceanIQ Capital, LLC30,000
0.2% of portfolio›$467.4K
Pension & Wealth Management Advisors, Inc.28,467
0.1% of portfolio›$360.4K
Impact Investors, Inc27,776
0.6% of portfolio›$351.6K
Asset One Wealth Management LLC27,298
0.0% of portfolio›$345.6K
First Growth Capital LLC27,236
0.3% of portfolio›$344.8K
Element Pointe Advisors, LLC27,213
0.0% of portfolio›$344.5K
VestGen Advisors, LLC26,740
0.0% of portfolio›$338.5K
Provenance Wealth Advisors, LLC24,340
0.0% of portfolio›$308.1K
US Bancorp \de\24,050
0.0% of portfolio›$304.5K
Carnegie Investment Counsel23,750
0.0% of portfolio›$300.7K
Rakuten Securities, Inc.23,508
0.1% of portfolio›$297.6K
Pekin Hardy Strauss, Inc.22,500
0.0% of portfolio›$284.9K
Signaturefd, LLC22,340
0.0% of portfolio›$282.8K
Americana Partners, LLC21,698
0.0% of portfolio›$274.7K
Confluence Investment Management LLC21,533
0.0% of portfolio›$272.6K
Breakwater Capital Group21,420
0.0% of portfolio›$271.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,419
0.0% of portfolio›$271.2K
Claro Advisors Inc.21,325
0.0% of portfolio›$270.0K
Chicago Partners Investment Group LLC21,234
0.0% of portfolio›$321.9K
Nisa Investment Advisors, LLC20,677
0.0% of portfolio›$261.8K
MGO One Seven LLC20,190
0.0% of portfolio›$255.6K
State of Wyoming20,100
0.0% of portfolio›$254.5K
Oak Grove Capital LLC19,500
0.0% of portfolio›$246.9K
Pinnacle Wealth Planning Services, Inc.18,882
0.0% of portfolio›$239.0K
Perigon Wealth Management, LLC18,799
0.0% of portfolio›$238.0K
Aaron Wealth Advisors LLC18,409
0.0% of portfolio›$233.1K
Wedbush Securities Inc17,484
0.0% of portfolio›$221
Integrity Investment Advisors, LLC17,252
0.1% of portfolio›$218.4K
Eagle Rock Investment Company, LLC16,823
0.0% of portfolio›$213.0K
Ascent Group, LLC15,584
0.0% of portfolio›$197.3K
HUB Investment Partners, LLC15,454
0.0% of portfolio›$195.6K
Granite Group Advisors, LLC15,299
0.1% of portfolio›$193.7K
Arlington Capital Management Inc15,292
0.1% of portfolio›$193.6K
Synergy Asset Management, LLC15,065
0.0% of portfolio›$190.7K
Canvas Wealth Advisors, LLC14,943
0.0% of portfolio›$180.1K
Clear Harbor Asset Management, LLC14,859
0.0% of portfolio›$188.1K
Teza Capital Management LLC14,836
0.2% of portfolio›$187.8K
PDS Planning, Inc14,703
0.0% of portfolio›$186.1K
CV Advisors LLC14,699
0.0% of portfolio›$186.1K
Global X Japan Co., Ltd.14,592
0.0% of portfolio›$184.7K
Facet Wealth, Inc.14,590
0.0% of portfolio›$184.7K
Kestra Investment Management, LLC14,252
0.0% of portfolio›$180.4K
Private Wealth Partners, LLC13,900
0.0% of portfolio›$176.0K
Malaga Cove Capital, LLC13,754
0.1% of portfolio›$174.1K
D.A. Davidson & Co.13,741
0.0% of portfolio›$174.0K
Pinnacle Associates LTD13,114
0.0% of portfolio›$166.0K
DLK Investment Management, LLC13,000
0.1% of portfolio›$164.6K
Trueblood Wealth Management, LLC12,974
0.1% of portfolio›$164.3K
Parallel Advisors, LLC12,853
0.0% of portfolio›$162.7K
Gamma Investing LLC12,823
0.0% of portfolio›$162.3K
Princeton Capital Management LLC12,581
0.0% of portfolio›$159.3K
Valeo Financial Advisors, LLC12,274
0.0% of portfolio›$155.4K
Oppenheimer Asset Management Inc.11,768
0.0% of portfolio›$149.0K
Quadrant Capital Group LLC11,755
0.0% of portfolio›$183.1K
Matauro, LLC11,584
0.0% of portfolio›$146.7K
Stonekeep Investments, LLC11,578
0.1% of portfolio›$146.6K
Platform Technology Partners11,440
0.0% of portfolio›$144.8K
Focus Financial Network, Inc.11,355
0.0% of portfolio›$143.8K
TMB Capital Partners, LLC11,211
0.0% of portfolio›$141.9K
Blue Trust, Inc.11,026
0.0% of portfolio›$139.6K
Versant Capital Management, Inc10,889
0.0% of portfolio›$137.9K
Benchmark Financial Wealth Advisors, LLC10,638
0.0% of portfolio›$134.7K
Blvd Private Wealth, LLC10,404
0.1% of portfolio›$131.7K
Heritage Wealth Management, Inc.10,395
0.0% of portfolio›$131.6K
Apollon Wealth Management, LLC10,326
0.0% of portfolio›$130.7K
Gerber Kawasaki Wealth & Investment Management10,231
0.0% of portfolio›$129.5K
Anchyra Partners LLC10,199
0.0% of portfolio›$129.1K
Catalyst Capital Advisors LLC9,000
0.0% of portfolio›$113.9K
Covestor Ltd7,160
0.0% of portfolio›$91
Montag A & Associates Inc7,000
0.0% of portfolio›$88.6K
TD Waterhouse Canada Inc.6,755
0.0% of portfolio›$89.8K
TFC Financial Management, Inc.5,880
0.0% of portfolio›$74.4K
EverSource Wealth Advisors, LLC5,134
0.0% of portfolio›$65.0K
Center for Financial Planning, Inc.4,555
0.0% of portfolio›$57.7K
MassMutual Private Wealth & Trust, FSB3,649
0.0% of portfolio›$46.2K
Piscataqua Savings Bank3,500
0.0% of portfolio›$44.3K
Hilltop National Bank3,216
0.0% of portfolio›$40.7K
Silver Grove Financial Group, Inc.2,709
0.0% of portfolio›$34.3K
Parkside Financial Bank & Trust2,602
0.0% of portfolio›$32.9K
Activest Wealth Management2,463
0.0% of portfolio›$31.2K
GK Wealth Management LLC2,450
0.0% of portfolio›$31.0K
KFG LLC2,337
0.0% of portfolio›$29.6K
Quaker Wealth Management, LLC2,300
0.0% of portfolio›$29.1K
Armstrong Advisory Group, Inc2,000
0.0% of portfolio›$25.3K
Harbor Investment Advisory, LLC1,890
0.0% of portfolio›$23.9K
Wilmington Savings Fund Society, FSB1,831
0.0% of portfolio›$23.2K
Owl Creek Wealth Partners LLC1,825
0.0% of portfolio›$23.1K
V-Square Quantitative Management LLC1,809
0.0% of portfolio›$22.9K
Essential Partners LLC1,747
0.0% of portfolio›$22.1K
Root Financial Partners, LLC1,605
0.0% of portfolio›$20.3K
William Mack & Associates, Inc.1,602
0.0% of portfolio›$20.3K
SBK Financial, Inc.1,500
0.0% of portfolio›$19.0K
Investment Research & Advisory Group, Inc.1,500
0.0% of portfolio›$19.0K
Lanark Financial, Inc.1,464
0.0% of portfolio›$18.5K
Toth Financial Advisory Corp1,461
0.0% of portfolio›$18.5K
Westside Investment Management, Inc.1,300
0.0% of portfolio›$17.4K
Private Trust Co NA1,265
0.0% of portfolio›$16.0K
WPG Advisers, LLC1,248
0.0% of portfolio›$15.8K
Nova Financial LLC1,169
0.0% of portfolio›$14.8K
Physician Wealth Advisors, Inc.1,118
0.0% of portfolio›$14.2K
Assetmark, Inc1,056
0.0% of portfolio›$13.4K
Rachor Investment Advisory Services, LLC1,000
0.0% of portfolio›$12.7K
Downshift Financial, LLC1,000
0.0% of portfolio›$12.7K
Blume Capital Management, Inc.970
0.0% of portfolio›$12.3K
Western Pacific Wealth Management, LP900
0.0% of portfolio›$11.4K
CX Institutional767
0.0% of portfolio›$10
JFS Wealth Advisors, LLC750
0.0% of portfolio›$9.5K
Golden State Wealth Management, LLC676
0.0% of portfolio›$8.6K
True Wealth Design, LLC653
0.0% of portfolio›$8.3K
Cullen T Bankers, Inc.640
0.0% of portfolio›$8.1K
Grove Bank & Trust633
0.0% of portfolio›$8.0K
TD Private Client Wealth LLC613
0.0% of portfolio›$7.8K
Bell Investment Advisors, Inc574
0.0% of portfolio›$7.3K
Elyxium Wealth, LLC557
0.0% of portfolio›$7.1K
Atlantic Edge Private Wealth Management, LLC550
0.0% of portfolio›$7.0K
American National Bank & Trust543
0.0% of portfolio›$6.9K
Acumen Wealth Advisors, LLC531
0.0% of portfolio›$6.7K
Plante Moran Financial Advisors, LLC507
0.0% of portfolio›$6.4K
PFS Partners, LLC500
0.0% of portfolio›$6.3K
Thurston, Springer, Miller, Herd & Titak, Inc.500
0.0% of portfolio›$6.3K
Elevation Wealth Partners, LLC466
0.0% of portfolio›$5.9K
Mather Group, Llc.447
0.0% of portfolio›$5.7K
Fifth Third Bancorp436
0.0% of portfolio›$5.5K
Avion Wealth400
0.0% of portfolio›$5
Carolina Wealth Advisors, LLC391
0.0% of portfolio›$5.0K
Hurley Capital, LLC350
0.0% of portfolio›$4.4K
Hughes Financial Services, LLC243
0.0% of portfolio›$2.9K
Cromwell Holdings LLC208
0.0% of portfolio›$2.6K
DeDora Capital, Inc.195
0.0% of portfolio›$2.5K
West Paces Advisors Inc.185
0.0% of portfolio›$2.3K
Evolution Wealth Management Inc.182
0.0% of portfolio›$2.3K
Spire Wealth Management182
0.0% of portfolio›$2.3K
Highline Wealth Partners LLC180
0.0% of portfolio›$2.3K
Brown, Lisle Ings, Inc.172
0.0% of portfolio›$2.2K
Ascentis Wealth Management, LLC166
0.0% of portfolio›$2.1K
Global Trust Asset Management, LLC133
0.0% of portfolio›$1.7K
Markowski Investments127
0.0% of portfolio›$1.6K
Rossby Financial, LCC111
0.0% of portfolio›$1.4K
Country Trust Bank100
0.0% of portfolio›$1.3K
Wolff Wiese Magana LLC100
0.0% of portfolio›$1.3K
First Horizon Corp87
0.0% of portfolio›$1.1K
Trust Co of Vermont80
0.0% of portfolio›$1.0K
CoreCap Advisors, LLC71
0.0% of portfolio›$899
SJS Investment Consulting Inc.64
0.0% of portfolio›$811
Financial Consulate, Inc55
0.0% of portfolio›$697
Manchester Capital Management LLC51
0.0% of portfolio›$646
Ascentis Independent Advisors50
0.0% of portfolio›$633
Financial Network Wealth Advisors LLC50
0.0% of portfolio›$633
Yankcom Partnership44
0.0% of portfolio›$557
Trust Co33
0.0% of portfolio›$418
GHP Investment Advisors, Inc.25
0.0% of portfolio›$317
MV Capital Management, Inc.25
0.0% of portfolio›$317
Birch Financial Group, LLC25
0.0% of portfolio›$314
Vision Financial Markets LLC16
0.0% of portfolio›$212
Abound Wealth Management16
0.0% of portfolio›$203
Creative Financial Designs Inc10
0.0% of portfolio›$127
Ares Financial Consulting, LLC10
0.0% of portfolio›$127
High Note Wealth, LLC10
0.0% of portfolio›$127
StyleTurnoverLocationFiled
Assenagon Asset Management S.A.
38,263,897$484.4M0.5%GrowthHighSenningerberg, Netherlands2026-10-15
Coronation Fund Managers Ltd.
26,174,538$331.4M12.8%GARPMediumCape Town, Thailand2026-10-27
Sumitomo Mitsui Trust Group, Inc.
18,008,147$228.0M0.1%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Robeco Institutional Asset Management B.V.
15,250,682$193.1M0.2%CoreMediumRotterdam, Philippines2026-10-20
Dimensional Fund Advisors LP
12,242,625$154.9M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
9,143,555$115.8M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
9,100,124$115.2M0.0%CoreLowNew York, NY2026-11-05
Wasatch Advisors LP
8,900,972$112.7M0.8%GARPMediumSalt Lake City, UT2026-10-13
AGF Management LTD
5,557,486$70.4M0.3%GrowthHighToronto, Australia2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
5,308,115$67.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
Ninety One UK Ltd
5,287,386$66.9M0.1%CoreMediumLondon, United Kingdom2026-10-15
DekaBank Deutsche Girozentrale
4,993,025$61.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
C WorldWide Group Holding A/S
4,896,136$62.0K0.0%CoreLowCopenhagen, Greece2026-11-04
Pictet Asset Management Holding SA
4,502,618$57.0M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Allen Investment Management, LLC
3,611,056$45.7M0.5%MomentumMediumNew York, NY2026-11-03
Milestones Administradora de Recursos Ltda.
3,393,059$43.0M7.7%GrowthLowJaragua Do Sul, Finland2026-10-21
Antipodes Partners Ltd
3,340,760$42.3M0.8%ValueHighRoyal Exchange, China2026-11-05
Perpetual Ltd
3,319,585$42.0M0.6%ValueMediumSydney, New South Wales, China2026-10-13
SEB Asset Management AB
2,750,776$34.8M0.1%CoreN/AStockholm, Sweden2026-11-04
Candriam S.C.A.
2,484,400$31.6M0.1%GrowthMediumStrassen, Netherlands2026-11-03
Exchange Traded Concepts, LLC
2,046,482$25.9M0.1%GrowthMediumOklahoma City, OK2026-10-28
KBC Group NV
2,008,806$25.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Salem Investment Counselors Inc
1,857,526$23.5M0.6%GrowthVery LowWinston-Salem, NC2026-10-13
State of New Jersey Common Pension Fund D
1,825,681$23.1M0.1%CoreLowTrenton, NJ2026-11-05
Fisher Funds Management LTD
1,813,176$23.0M0.7%CoreMediumAuckland, Peru2026-10-13
Investment House LLC
1,692,187$21.4M1.0%CoreMediumRedondo Beach, CA2026-10-21
Investment Management Associates Inc
1,490,384$18.9M3.8%Deep ValueMediumGreenwood Village, CO2026-10-29
Allspring Global Investments Holdings, LLC
1,445,477$19.2M0.0%CoreMediumCharlotte, NC2026-11-04
Achmea Investment Management B.V.
1,390,626$17.6M0.1%CoreMediumZeist, Philippines2026-10-30
CenterBook Partners LP
1,354,881$17.2M0.8%ValueVery HighGreenwich, CT2026-11-02
MacKenzie Financial Corp
1,188,068$15.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
TB Alternative Assets Ltd.
1,146,339$14.5M3.0%Agg GrowthVery HighHong Kong, South Korea2026-10-16
Hosking Partners LLP
1,120,626$14.2M0.5%GARPLowLondon, United Kingdom2026-10-21
Imc-Chicago, LLC
1,106,943$14.0M0.0%GARPVery HighChicago, IL2026-11-05
Asset Management One Co., Ltd.
1,043,474$13.2M0.0%IndexVery LowTokyo, Mexico2026-10-27
Moran Wealth Management, LLC
1,020,822$12.9M0.4%CoreMediumNaples, FL2026-10-22
GFS Advisors, LLC
999,595$12.7M1.4%CoreLowHouston, TX2026-11-03
Barings LLC
958,919$12.1M0.2%ETFLowCharlotte, NC2026-10-22
Harel Insurance Investments & Financial Services Ltd.
893,171$11.3K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Sava Infond d.o.o.
783,600$9.9M0.6%Agg GrowthLowMaribor, Andorra2026-10-28
Creative Planning
752,612$9.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Hiddenite Capital Partners LP
750,000$9.5M1.7%GARPVery HighNew York, NY2026-10-29
Capricorn Fund Managers Ltd
750,000$9.5M0.9%GARPVery HighLondon, United Kingdom2026-11-03
71 West Capital Partners
740,198$9.4M0.3%IndexVery LowBoston, MA2026-11-04
Truxt Investmentos Ltda.
739,188$9.4M3.9%YieldHighRio De Janeiro, Finland2026-11-03
Matthews International Capital Management LLC
698,766$8.8M3.7%GARPMediumSan Francisco, CA2026-11-04
State of Michigan Retirement System
692,800$8.8M0.0%IndexLowEast Lansing, MI2026-10-27
Ashoka WhiteOak Capital Pte Ltd
662,220$8.2M2.4%Deep ValueMediumSingapore, Turkey2026-10-28
Axxion S.A.
657,501$8.3M0.5%CoreN/AGrevenmacher, Netherlands2026-10-22
Strs Ohio
613,355$7.8M0.0%CoreMediumColumbus, OH2026-10-30
Swiss Life Asset Management Ltd
589,371$7.5M0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
581,785$7.4M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Vontobel Holding Ltd.
533,955$6.8M0.0%CoreMediumZurich, Switzerland2026-10-16
Simplex Trading, LLC
532,962$6.7M0.0%CoreVery HighChicago, IL2026-11-04
Northside Capital Management, LLC
512,727$6.5M0.5%GARPLowHood River, OR2026-10-13
Thrivent Financial for Lutherans
475,569$6.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Sustainable Growth Advisers, LP
468,797$5.9M0.1%GrowthMediumStamford, CT2026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
422,467$5.3M0.2%GrowthLowLjubljana, Andorra2026-10-22
IFM Investors Pty Ltd
418,980$5.3M0.0%IndexVery LowMelbourne, China2026-10-14
Calamos Wealth Management LLC
404,831$5.1M0.1%GrowthMediumNaperville, IL2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
398,318$5.0M0.1%CoreHighTurin, Latvia2026-10-22
Commonwealth Equity Services, LLC
380,515$4.8M0.0%ETFLowWaltham, MA2026-11-02
Oak Thistle LLC
371,276$4.7M0.4%ValueVery HighNew York, NY2026-10-21
AMF Tjanstepension AB
362,742$4.6M0.0%GrowthLowStockholm, Sweden2026-10-22
Wealth Enhancement Advisory Services, LLC
342,796$5.3M0.0%CoreLowPlymouth, MN2026-10-13
ABN Amro Investment Solutions
319,566$4.0M0.0%GrowthLowParis Cedex 008, India2026-10-21
Gulf International Bank (UK) Ltd
308,033$3.9K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Raiffeisen Bank International AG
280,100$3.5M0.0%GrowthMediumVienna, Chile2026-10-28
Schwartz Investment Counsel Inc
277,000$3.5M0.1%GrowthMediumPlymouth, MI2026-10-26
Lido Advisors, LLC
268,030$3.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Amalgamated Bank
252,804$3.2K0.0%CoreVery LowNew York, NY2026-10-23
Finivi Inc.
236,211$3.0M1.4%GrowthMediumWestborough, MA2026-10-13
Udine Wealth Management, Inc.
231,804$2.9M1.2%GrowthMediumBoca Raton, FL2026-10-23
Euro Pacific Asset Management, LLC
231,251$2.9M0.3%GARPLowDorado, PR2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
230,093$2.9M0.0%CoreLowHarrisburg, PA2026-11-03
Petredis Investment Advisors LLC
224,345$2.8M0.2%GrowthVery LowWarrendale, PA2026-10-20
Premier Fund Managers Ltd
222,453$2.7K0.0%MomentumMediumLondon, United Kingdom2026-11-02
GC Wealth Management RIA, LLC
219,414$2.8M0.1%GrowthMediumCambridge, MA2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
218,331$2.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Rakuten Investment Management, Inc.
217,373$2.7M0.0%ETFMediumTokyo, Mexico2026-10-30
Cache Advisors, LLC
197,361$2.5M0.2%Agg GrowthLowSan Francisco, CA2026-10-16
Fideuram Asset Management (Ireland) dac
193,080$2.7M0.1%CoreHighDublin 1, Lithuania2026-10-29
Taylor Frigon Capital Management LLC
189,170$2.4M1.2%GrowthMediumScottsdale, AZ2026-10-23
Virginia Retirement Systems ET Al
181,000$2.3M0.0%CoreMediumRichmond, VA2026-10-28
Equitable Trust Co
173,690$2.2M0.1%CoreLowNashville, TN2026-10-13
Sterling Capital Management LLC
171,734$2.2M0.0%GARPMediumCharlotte, NC2026-10-22
Fort Washington Investment Advisors Inc
165,942$2.1M0.0%CoreLowCincinnati, OH2026-10-15
Factory Mutual Insurance Co
147,832$1.9M0.0%GrowthLowWaltham, MA2026-10-30
Mirae Asset Global Investments Co., Ltd.
145,787$1.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
J. Safra Sarasin Holding AG
140,800$1.8M0.0%CoreMediumBasel, Switzerland2026-10-26
SBI Securities Co., Ltd.
140,257$1.8M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Systrade AG
140,000$1.8M0.9%ValueMediumVaduz, Nigeria2026-10-09
CIBC Asset Management Inc
129,296$1.6M0.0%GARPLowToronto, South Africa2026-11-05
Shelton Wealth Management, LLC
118,397$1.5M0.6%GrowthMediumFort Worth, TX2026-10-16
Sarasin & Partners LLP
118,300$1.5M0.0%GrowthMediumLondon, United Kingdom2026-10-13
Atria Investments, Inc
117,409$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Sullivan Wood Capital Management LLC
117,170$1.5M2.3%Deep ValueLowWashington, DC2026-10-13
Cannon Advisors, Inc.
116,194$1.8M1.1%GrowthHighCharlotte, NC2026-10-14
Caitong International Asset Management Co., Ltd
110,383$1.4M0.1%GrowthVery HighHong Kong, South Korea2026-10-29
111 Capital
109,826$1.4M0.2%CoreVery HighParis, India2026-11-03
North Dakota State Investment Board
106,202$1.3M0.1%GrowthMediumBismarck, ND2026-10-27
Truist Financial Corp
99,019$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Yousif Capital Management, LLC
97,075$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
IPG Investment Advisors LLC
96,424$1.2M0.2%CoreMediumSan Diego, CA2026-10-30
Deltec Asset Management LLC
95,000$1.2M0.2%CoreMediumNew York, NY2026-10-26
Cigna Investments Inc
93,829$1.2K0.0%CoreVery LowBloomfield, CT2026-10-19
Swedbank AB
92,555$1.2M0.0%GrowthLowStockholm, Sweden2026-10-27
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
88,000$1.1M0.4%GrowthMediumWarsaw, Russia2026-10-21
Choreo, LLC
85,510$1.1M0.0%IndexLowRockford, IL2026-10-28
Elevation Point Wealth Partners, LLC
83,204$1.1M0.0%CoreHighDenver, CO2026-11-05
Oppenheimer & Co Inc
80,682$1.0M0.0%CoreLowNew York, NY2026-10-26
Cambridge Investment Research Advisors, Inc.
79,665$1.0K0.0%ETFLowFairfield, IA2026-11-02
Magnus Financial Group LLC
78,957$999.6K0.1%ETFLowNew York, NY2026-10-21
Crossmark Global Holdings, Inc.
78,635$995.5K0.0%GARPMediumHouston, TX2026-10-21
Quattro Financial Advisors LLC
75,000$949.5K0.2%ETFMediumMontgomery, TX2026-10-15
Ethic Inc.
72,924$923.2K0.0%CoreLowNew York, NY2026-11-03
Citizens Financial Group Inc
72,383$916.4K0.0%GrowthLowProvidence, RI2026-10-23
Principal Financial Group Inc
72,011$911.7K0.0%CoreLowDes Moines, IA2026-11-02
Pilgrim Partners Asia Pte Ltd
71,000$898.9K0.2%ETFMediumSingapore, Turkey2026-10-29
Redmond Asset Management, LLC
70,545$893.1K0.3%CoreLowHenrico, VA2026-10-27
MBM Wealth Consultants, LLC
68,805$871.1K0.2%ETFVery LowChesterfield, MO2026-10-20
Frank, Rimerman Advisors LLC
66,753$845.1K0.0%GrowthLowPalo Alto, CA2026-10-16
Verus Capital Partners, LLC
65,520$829.5K0.0%GrowthLowScottsdale, AZ2026-11-03
J2 Capital Management Inc
62,969$797.2K0.5%ETFHighTroy, MI2026-10-19
First Citizens Bank & Trust Co
61,974$784.6K0.0%CoreMediumRaleigh, NC2026-10-14
Diversify Wealth Management, LLC
61,587$907.2K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
61,587$907.2K0.0%GrowthLowSandy, UT2026-10-20
Concurrent Investment Advisors, LLC
61,121$773.8K0.0%GrowthMediumTampa, FL2026-10-16
Wedmont Private Capital
60,955$937.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Laurion Capital Management LP
60,904$771.0K0.0%GrowthVery HighNew York, NY2026-10-30
Triumph Capital Management
60,596$767.1K0.1%ETFMediumDenver, CO2026-10-14
Kestra Advisory Services, LLC
59,282$750.5K0.0%CoreLowAustin, TX2026-11-02
Legacy Bridge, LLC
59,260$750.2K0.2%GrowthVery LowWest Des Moines, IA2026-10-28
Financial Perspectives, Inc
57,533$728.4K0.2%GrowthVery LowMinneapolis, MN2026-11-03
United Asset Strategies, Inc.
55,249$699.5K0.0%GrowthLowGarden City, NY2026-10-28
HB Wealth Management, LLC
54,015$657.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Cornerstone Wealth Group, LLC
52,763$668.0K0.0%CoreMediumHuntersville, NC2026-11-02
Legacy Wealth Asset Management, LLC
50,987$645.5K0.1%GARPMediumWoodbury, MN2026-10-09
Park Avenue Securities LLC
50,885$6440.0%ETFMediumNew York, NY2026-10-26
Daiwa Securities Group Inc.
49,805$630.5K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Compound Planning, Inc.
49,184$622.7K0.0%CoreLowNew York, NY2026-11-05
AdvisorNet Financial, Inc
48,472$723.7K0.0%ETFLowMinnetonka, MN2026-10-15
Larson Financial Group LLC
48,166$609.8K0.0%GrowthLowSt Louis, MO2026-11-05
Tuttle Capital Management, LLC
47,316$613.8K0.3%GrowthHighRiverside, CT2026-10-21
Interchange Capital Partners, LLC
46,084$583.4K0.1%GrowthLowPittsburgh, PA2026-10-28
Foster Victor Wealth Advisors, LLC
44,354$643.6K0.0%CoreMediumGreenville, SC2026-10-21
IFP Advisors, Inc
42,403$536.8K0.0%GrowthLowTampa, FL2026-10-16
Leonteq Securities AG
41,414$524.3K0.0%CoreHighZurich, Switzerland2026-10-29
Privium Fund Management B.V.
38,168$483.2K0.1%GrowthMediumAmsterdam, Philippines2026-11-03
Mlp3, LLC
36,385$460.6K0.4%CoreVery LowLinwood, NJ2026-10-22
Mutual of America Capital Management LLC
35,997$455.7K0.0%IndexLowNew York, NY2026-10-23
Vise Technologies, Inc.
35,196$445.6K0.0%IndexLowNew York, NY2026-10-29
Davenport & Co LLC
34,155$432.4K0.0%CoreMediumRichmond, VA2026-10-14
Farther Finance Advisors, LLC
33,414$423.0K0.0%IndexLowSan Francisco, CA2026-10-08
Evergreen Capital Management LLC
32,758$414.7K0.0%GARPMediumBellevue, WA2026-10-23
Verdence Capital Advisors LLC
32,198$407.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Avestar Capital, LLC
31,523$399.1K0.0%GrowthLowNew York, NY2026-10-28
Indivisible Partners
30,582$387.2K0.0%GrowthMediumClearwater, FL2026-10-26
Solstein Capital, LLC
30,400$384.9K0.1%CoreLowMenlo Park, CA2026-11-02
Arkfeld Wealth Strategies, L.L.C.
30,295$472.0K0.1%ValueLowOmaha, NE2026-10-19
OceanIQ Capital, LLC
30,000$467.4K0.2%GrowthN/APalo Alto, CA2026-10-19
Pension & Wealth Management Advisors, Inc.
28,467$360.4K0.1%ETFLowWaltham, MA2026-10-16
Impact Investors, Inc
27,776$351.6K0.6%ETFLowSan Francisco, CA2026-11-02
Asset One Wealth Management LLC
27,298$345.6K0.0%GrowthLowBellevue, WA2026-11-02
First Growth Capital LLC
27,236$344.8K0.3%GrowthLowPikesville, MD2026-10-15
Element Pointe Advisors, LLC
27,213$344.5K0.0%ETFLowMiami, FL2026-10-21
VestGen Advisors, LLC
26,740$338.5K0.0%GrowthMediumChicago, IL2026-10-27
Provenance Wealth Advisors, LLC
24,340$308.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
US Bancorp \de\
24,050$304.5K0.0%IndexLowMinneapolis, MN2026-11-05
Carnegie Investment Counsel
23,750$300.7K0.0%CoreLowPepper Pike, OH2026-10-20
Rakuten Securities, Inc.
23,508$297.6K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
Pekin Hardy Strauss, Inc.
22,500$284.9K0.0%ValueMediumChicago, IL2026-11-02
Signaturefd, LLC
22,340$282.8K0.0%IndexLowAtlanta, GA2026-10-23
Americana Partners, LLC
21,698$274.7K0.0%CoreMediumHouston, TX2026-10-28
Confluence Investment Management LLC
21,533$272.6K0.0%ValueMediumSt. Louis, MO2026-10-01
Breakwater Capital Group
21,420$271.2K0.0%ETFLowParamus, NJ2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
21,419$271.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Claro Advisors Inc.
21,325$270.0K0.0%CoreLowBoston, MA2026-11-02
Chicago Partners Investment Group LLC
21,234$321.9K0.0%GARPLowChicago, IL2026-10-27
Nisa Investment Advisors, LLC
20,677$261.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
MGO One Seven LLC
20,190$255.6K0.0%GrowthLowBeachwood, OH2026-10-28
State of Wyoming
20,100$254.5K0.0%ValueHighCheyenne, WY2026-10-28
Oak Grove Capital LLC
19,500$246.9K0.0%Agg GrowthLowHolderness, NH2026-10-09
Pinnacle Wealth Planning Services, Inc.
18,882$239.0K0.0%GARPLowMansfield, OH2026-10-27
Perigon Wealth Management, LLC
18,799$238.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Aaron Wealth Advisors LLC
18,409$233.1K0.0%GrowthMediumChicago, IL2026-10-13
Wedbush Securities Inc
17,484$2210.0%CoreLowPasadena, CA2026-10-22
Integrity Investment Advisors, LLC
17,252$218.4K0.1%ETFMediumFort Collins, CO2026-11-03
Eagle Rock Investment Company, LLC
16,823$213.0K0.0%CoreLowAtlanta, GA2026-10-21
Ascent Group, LLC
15,584$197.3K0.0%CoreLowVirginia Beach, VA2026-10-30
HUB Investment Partners, LLC
15,454$195.6K0.0%GrowthLowAustin, TX2026-11-03
Granite Group Advisors, LLC
15,299$193.7K0.1%ValueLowStamford, CT2026-10-14
Arlington Capital Management Inc
15,292$193.6K0.1%GARPHighArlington Heights, IL2026-10-30
Synergy Asset Management, LLC
15,065$190.7K0.0%GrowthHighVancouver, WA2026-11-05
Canvas Wealth Advisors, LLC
14,943$180.1K0.0%GrowthLowShawnee, KS2026-11-02
Clear Harbor Asset Management, LLC
14,859$188.1K0.0%CoreLowStamford, CT2026-11-05
Teza Capital Management LLC
14,836$187.8K0.2%ValueHighAustin, TX2026-10-23
PDS Planning, Inc
14,703$186.1K0.0%IndexVery LowDublin, OH2026-11-03
CV Advisors LLC
14,699$186.1K0.0%GrowthVery LowAventura, FL2026-10-13
Global X Japan Co., Ltd.
14,592$184.7K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Facet Wealth, Inc.
14,590$184.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Kestra Investment Management, LLC
14,252$180.4K0.0%ETFMediumAustin, TX2026-11-04
Private Wealth Partners, LLC
13,900$176.0K0.0%GrowthLowMill Valley, CA2026-10-22
Malaga Cove Capital, LLC
13,754$174.1K0.1%GrowthLowPv Estates, CA2026-10-23
D.A. Davidson & Co.
13,741$174.0K0.0%CoreLowGreat Falls, MT2026-10-28
Pinnacle Associates LTD
13,114$166.0K0.0%CoreLowNew York, NY2026-10-20
DLK Investment Management, LLC
13,000$164.6K0.1%CoreMediumSolana Beach, CA2026-10-09
Trueblood Wealth Management, LLC
12,974$164.3K0.1%CoreLowLima, OH2026-10-23
Parallel Advisors, LLC
12,853$162.7K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
12,823$162.3K0.0%IndexVery LowFoster City, CA2026-10-08
Princeton Capital Management LLC
12,581$159.3K0.0%Agg GrowthLowRed Bank, NJ2026-10-27
Valeo Financial Advisors, LLC
12,274$155.4K0.0%ETFLowCarmel, IN2026-10-08
Oppenheimer Asset Management Inc.
11,768$149.0K0.0%CoreMediumNew York, NY2026-10-27
Quadrant Capital Group LLC
11,755$183.1K0.0%CoreLowCincinnati, OH2026-10-20
Matauro, LLC
11,584$146.7K0.0%ETFLowNew York, NY2026-11-03
Stonekeep Investments, LLC
11,578$146.6K0.1%ETFLowSante Fe, NM2026-10-15
Platform Technology Partners
11,440$144.8K0.0%CoreVery LowLocust Valley, NY2026-11-02
Focus Financial Network, Inc.
11,355$143.8K0.0%ETFLowMinneapolis, MN2026-10-14
TMB Capital Partners, LLC
11,211$141.9K0.0%MomentumMediumLittle Rock, AR2026-10-20
Blue Trust, Inc.
11,026$139.6K0.0%ETFLowBrentwood, TN2026-10-15
Versant Capital Management, Inc
10,889$137.9K0.0%GARPLowPhoenix, AZ2026-10-02
Benchmark Financial Wealth Advisors, LLC
10,638$134.7K0.0%ETFLowBoca Raton, FL2026-10-20
Blvd Private Wealth, LLC
10,404$131.7K0.1%CoreMediumProspect, KY2026-10-14
Heritage Wealth Management, Inc.
10,395$131.6K0.0%ETFLowSan Diego, CA2026-10-27
Apollon Wealth Management, LLC
10,326$130.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Gerber Kawasaki Wealth & Investment Management
10,231$129.5K0.0%ETFLowSanta Monica, CA2026-10-29
Anchyra Partners LLC
10,199$129.1K0.0%CoreLowAtlanta, GA2026-10-13
Catalyst Capital Advisors LLC
9,000$113.9K0.0%ETFVery LowSan Juan, PR2026-11-02
Covestor Ltd
7,160$910.0%ValueHighLondon, United Kingdom2026-10-30
Montag A & Associates Inc
7,000$88.6K0.0%CoreLowAtlanta, GA2026-10-29
TD Waterhouse Canada Inc.
6,755$89.8K0.0%CoreLowToronto, Australia2026-10-16
TFC Financial Management, Inc.
5,880$74.4K0.0%ETFVery LowBoston, MA2026-10-26
EverSource Wealth Advisors, LLC
5,134$65.0K0.0%CoreMediumBirmingham, AL2026-11-04
Center for Financial Planning, Inc.
4,555$57.7K0.0%ETFLowSouthfied, MI2026-10-26
MassMutual Private Wealth & Trust, FSB
3,649$46.2K0.0%CoreLowSpringfield, MA2026-10-05
Piscataqua Savings Bank
3,500$44.3K0.0%CoreVery LowPortsmouth, NH2026-10-21
Hilltop National Bank
3,216$40.7K0.0%CoreLowCasper, WY2026-10-14
Silver Grove Financial Group, Inc.
2,709$34.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
2,602$32.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Activest Wealth Management
2,463$31.2K0.0%ETFLowAventura, FL2026-10-15
GK Wealth Management LLC
2,450$31.0K0.0%GARPVery HighReno, NV2026-10-09
KFG LLC
2,337$29.6K0.0%ETFN/ARapid City, SD2026-11-02
Quaker Wealth Management, LLC
2,300$29.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Armstrong Advisory Group, Inc
2,000$25.3K0.0%ETFHighNeedham, MA2026-10-09
Harbor Investment Advisory, LLC
1,890$23.9K0.0%GrowthLowLutherville, MD2026-10-13
Wilmington Savings Fund Society, FSB
1,831$23.2K0.0%CoreLowWilmington, DE2026-10-23
Owl Creek Wealth Partners LLC
1,825$23.1K0.0%IndexLowGreenwood Village, CO2026-10-20
V-Square Quantitative Management LLC
1,809$22.9K0.0%CoreLowChicago, IL2026-10-15
Essential Partners LLC
1,747$22.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
1,605$20.3K0.0%ETFMediumEncinitas, CA2026-10-21
William Mack & Associates, Inc.
1,602$20.3K0.0%ETFLowTroy, MI2026-10-27
SBK Financial, Inc.
1,500$19.0K0.0%N/AN/ARichmond, VA2026-11-02
Investment Research & Advisory Group, Inc.
1,500$19.0K0.0%GrowthVery LowAtlanta, GA2026-10-19
Lanark Financial, Inc.
1,464$18.5K0.0%CoreMediumBirmingham, AL2026-10-26
Toth Financial Advisory Corp
1,461$18.5K0.0%CoreLowLeesburg, VA2026-10-08
Westside Investment Management, Inc.
1,300$17.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Private Trust Co NA
1,265$16.0K0.0%CoreLowCleveland, OH2026-10-20
WPG Advisers, LLC
1,248$15.8K0.0%CoreLowBaltimore, MD2026-10-27
Nova Financial LLC
1,169$14.8K0.0%N/AN/ATucson, AZ2026-11-04
Physician Wealth Advisors, Inc.
1,118$14.2K0.0%ETFMediumMidvale, UT2026-10-20
Assetmark, Inc
1,056$13.4K0.0%ETFLowConcord, CA2026-10-21
Rachor Investment Advisory Services, LLC
1,000$12.7K0.0%ETFVery LowLinden, MI2026-10-29
Downshift Financial, LLC
1,000$12.7K0.0%ETFLowBoulder, CO2026-10-13
Blume Capital Management, Inc.
970$12.3K0.0%CoreMediumBerkeley, CA2026-10-26
Western Pacific Wealth Management, LP
900$11.4K0.0%GrowthLowLake Forest, IL2026-10-16
CX Institutional
767$100.0%CoreMediumAuburn, IN2026-10-02
JFS Wealth Advisors, LLC
750$9.5K0.0%ETFVery LowHermitage, PA2026-11-03
Golden State Wealth Management, LLC
676$8.6K0.0%ETFMediumSanta Ana, CA2026-11-02
True Wealth Design, LLC
653$8.3K0.0%ETFMediumAkron, OH2026-10-13
Cullen T Bankers, Inc.
640$8.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Grove Bank & Trust
633$8.0K0.0%ETFLowMiami, FL2026-10-08
TD Private Client Wealth LLC
613$7.8K0.0%ETFLowNew York, NY2026-10-28
Bell Investment Advisors, Inc
574$7.3K0.0%ETFVery LowOrinda, CA2026-10-29
Elyxium Wealth, LLC
557$7.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Atlantic Edge Private Wealth Management, LLC
550$7.0K0.0%CoreLowJacksonville, FL2026-10-20
American National Bank & Trust
543$6.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Acumen Wealth Advisors, LLC
531$6.7K0.0%GrowthHighChattanooga, TN2026-11-05
Plante Moran Financial Advisors, LLC
507$6.4K0.0%ETFVery LowSouthfield, MI2026-11-04
PFS Partners, LLC
500$6.3K0.0%ETFVery LowMine Hill, NJ2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
500$6.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Elevation Wealth Partners, LLC
466$5.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Mather Group, Llc.
447$5.7K0.0%ETFMediumChicago, IL2026-10-14
Fifth Third Bancorp
436$5.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Avion Wealth
400$50.0%ETFLowThe Woodlands, TX2026-11-04
Carolina Wealth Advisors, LLC
391$5.0K0.0%YieldHighMyrtle Beach, SC2026-10-23
Hurley Capital, LLC
350$4.4K0.0%GARPMediumNew York, NY2026-11-05
Hughes Financial Services, LLC
243$2.9K0.0%ETFLowHerndon, VA2026-10-30
Cromwell Holdings LLC
208$2.6K0.0%IndexLowJackson, WY2026-10-28
DeDora Capital, Inc.
195$2.5K0.0%ETFVery LowNapa, CA2026-10-26
West Paces Advisors Inc.
185$2.3K0.0%ETFLowAtlanta, GA2026-10-13
Evolution Wealth Management Inc.
182$2.3K0.0%ETFMediumFort Myers, FL2026-10-28
Spire Wealth Management
182$2.3K0.0%GrowthMediumMclean, VA2026-10-30
Highline Wealth Partners LLC
180$2.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Brown, Lisle Ings, Inc.
172$2.2K0.0%CoreVery LowProvidence, RI2026-10-16
Ascentis Wealth Management, LLC
166$2.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Global Trust Asset Management, LLC
133$1.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Markowski Investments
127$1.6K0.0%ETFN/ATampa, FL2026-10-30
Rossby Financial, LCC
111$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Country Trust Bank
100$1.3K0.0%GrowthLowBloomington, IL2026-10-30
Wolff Wiese Magana LLC
100$1.3K0.0%GrowthLowCarslbad, CA2026-10-15
First Horizon Corp
87$1.1K0.0%CoreLowMemphis, TN2026-10-26
Trust Co of Vermont
80$1.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
71$8990.0%ETFMediumSouthfield, MI2026-10-08
SJS Investment Consulting Inc.
64$8110.0%ETFVery LowSylvania, OH2026-10-26
Financial Consulate, Inc
55$6970.0%ETFLowHunt Valley, MD2026-10-23
Manchester Capital Management LLC
51$6460.0%CoreLowManchester, VT2026-10-22
Ascentis Independent Advisors
50$6330.0%ETFLowDallas, TX2026-11-03
Financial Network Wealth Advisors LLC
50$6330.0%ETFLowMurray, UT2026-10-28
Yankcom Partnership
44$5570.0%CoreVery LowYankton, SD2026-10-15
Trust Co
33$4180.0%ETFVery LowManhattan, KS2026-10-09
GHP Investment Advisors, Inc.
25$3170.0%CoreVery LowDenver, CO2026-10-15
MV Capital Management, Inc.
25$3170.0%ETFLowBethesda, MD2026-10-29
Birch Financial Group, LLC
25$3140.0%CoreLowKeene, NH2026-10-27
Vision Financial Markets LLC
16$2120.0%CoreLowStamford, CT2026-10-22
Abound Wealth Management
16$2030.0%ETFVery LowFranklin, TN2026-10-26
Creative Financial Designs Inc
10$1270.0%ETFMediumKokomo, IN2026-11-04
Ares Financial Consulting, LLC
10$1270.0%CoreLowCalabasas, CA2026-10-19
High Note Wealth, LLC
10$1270.0%ETFVery LowDeephaven, MN2026-10-27