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Willis Towers Watson PLC LTD (WTW)

CUSIP: G96629103 | 2067 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
13GArtisan Partners Asset Management Inc.5,541,0485.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13GArtisan Partners Asset Management Inc.5,541,048
5.9% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP954,999
0.1% of portfolio›$275.3M
Bank of New York Mellon Corp495,322
0.0% of portfolio›$142.8M
Mitsubishi UFJ Asset Management Co., Ltd.239,421
0.0% of portfolio›$69.0M
Sumitomo Mitsui Trust Group, Inc.214,429
0.0% of portfolio›$61.8M
Exchange Traded Concepts, LLC212,603
0.2% of portfolio›$61.3M
Citigroup Inc212,410
0.0% of portfolio›$61.2M
Parnassus Investments, LLC194,748
0.2% of portfolio›$56.1M
DekaBank Deutsche Girozentrale169,711
0.0% of portfolio›$49.1K
Cortland Associates Inc168,986
7.1% of portfolio›$48.7M
Principal Financial Group Inc101,929
0.0% of portfolio›$29.4M
New South Capital Management Inc87,600
1.6% of portfolio›$25.2M
MacKenzie Financial Corp83,629
0.0% of portfolio›$24.1M
Deroy & Devereaux Private Investment Counsel Inc83,629
0.0% of portfolio›$24.1K
New York State Teachers Retirement System66,200
0.0% of portfolio›$19.1K
Cidel Asset Management Inc62,154
0.9% of portfolio›$17.9M
Y-Intercept (Hong Kong) Ltd55,910
0.4% of portfolio›$16.1M
Pictet Asset Management Holding SA52,895
0.0% of portfolio›$15.2M
M&G Plc52,210
0.1% of portfolio›$15.0M
Fjarde Ap-Fonden TH Swedish National Pension Fund50,701
0.1% of portfolio›$14.6M
Swiss Life Asset Management Ltd46,598
0.1% of portfolio›$13.4M
Asset Management One Co., Ltd.43,098
0.0% of portfolio›$12.4M
Leeward Investments, LLC - MA35,272
0.5% of portfolio›$10.2M
Chesley Taft & Associates LLC30,980
0.3% of portfolio›$8.9M
Strs Ohio30,639
0.0% of portfolio›$8.8M
State of New Jersey Common Pension Fund D30,530
0.0% of portfolio›$8.8M
Thompson Siegel & Walmsley LLC28,384
0.0% of portfolio›$8.2K
CIBC Asset Management Inc28,205
0.0% of portfolio›$8.1M
Mn Services Vermogensbeheer B.V.28,154
0.0% of portfolio›$8.1K
Jefferies Financial Group Inc.26,893
0.1% of portfolio›$7.8M
Czech National Bank26,684
0.0% of portfolio›$7.7M
Arizona State Retirement System25,795
0.0% of portfolio›$7.4M
Creative Planning25,636
0.0% of portfolio›$7.4M
Mirae Asset Global Investments Co., Ltd.25,114
0.0% of portfolio›$7.2M
Daiwa Securities Group Inc.24,411
0.0% of portfolio›$7.0M
State of Michigan Retirement System24,192
0.0% of portfolio›$7.0M
Foyston, Gordon & Payne Inc22,703
1.3% of portfolio›$6.5M
SEB Asset Management AB21,742
0.0% of portfolio›$6.3M
IFM Investors Pty Ltd21,674
0.0% of portfolio›$6.2M
Louisbourg Investments Inc.21,429
0.9% of portfolio›$4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS20,519
0.0% of portfolio›$5.9M
KBC Group NV20,022
0.0% of portfolio›$5.8K
Retirement Systems of Alabama19,476
0.0% of portfolio›$5.6M
ProShare Advisors LLC19,425
0.0% of portfolio›$5.6M
D.A. Davidson & Co.18,043
0.0% of portfolio›$5.2M
Xponance LLC17,612
0.0% of portfolio›$5.1M
Rakuten Investment Management, Inc.16,772
0.0% of portfolio›$4.8M
Sendero Wealth Management, LLC16,421
0.5% of portfolio›$4.7M
Marathon Capital Management16,305
1.0% of portfolio›$4.7M
Neos Investment Management LLC16,254
0.0% of portfolio›$4.7M
Amalgamated Bank16,155
0.0% of portfolio›$4.7K
Ethic Inc.15,176
0.1% of portfolio›$4.4M
Swedbank AB13,970
0.0% of portfolio›$4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd13,069
0.0% of portfolio›$3.8M
Achmea Investment Management B.V.12,916
0.0% of portfolio›$3.7M
Avanza Fonder AB12,087
0.1% of portfolio›$3.5M
US Bancorp \de\12,054
0.0% of portfolio›$3.5M
Oregon Public Employees Retirement Fund11,424
0.0% of portfolio›$3.3M
Donoghue Forlines LLC11,299
0.8% of portfolio›$3.3M
Murphy Pohlad Asset Management LLC10,605
1.1% of portfolio›$3.1M
Yousif Capital Management, LLC10,355
0.0% of portfolio›$3.0M
Hohimer Wealth Management, LLC10,057
0.3% of portfolio›$2.9M
ABN Amro Investment Solutions9,819
0.0% of portfolio›$2.8M
Mutual of America Capital Management LLC9,501
0.0% of portfolio›$2.7M
State of Alaska, Department of Revenue8,800
0.0% of portfolio›$2.5K
Nisa Investment Advisors, LLC8,711
0.0% of portfolio›$2.5M
South Shore Capital Advisors8,273
1.6% of portfolio›$2.4M
Bank Julius Baer & Co. Ltd, Zurich8,101
0.0% of portfolio›$2.3M
Gulf International Bank (UK) Ltd7,269
0.0% of portfolio›$2.1K
Canoe Financial LP7,226
0.0% of portfolio›$2.1M
Illinois Municipal Retirement Fund6,964
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC6,518
0.0% of portfolio›$1.9M
ARQ Wealth Advisors, LLC6,462
0.2% of portfolio›$1.9M
Montag A & Associates Inc6,440
0.1% of portfolio›$1.9M
AMG National Trust Bank6,433
0.0% of portfolio›$1.9M
Generali Asset Management SPA SGR5,586
0.0% of portfolio›$1.6M
Live Oak Private Wealth LLC5,503
0.2% of portfolio›$1.6M
Fifth Third Bancorp5,453
0.0% of portfolio›$1.6M
Fideuram Asset Management (Ireland) dac5,281
0.0% of portfolio›$1.6M
New Mexico Educational Retirement Board4,700
0.0% of portfolio›$1.4K
Allspring Global Investments Holdings, LLC4,696
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC4,614
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System4,600
0.0% of portfolio›$1.3M
SRH Advisors, LLC4,486
0.3% of portfolio›$1.3M
Lecap Asset Management LTD4,047
0.6% of portfolio›$1.2M
111 Capital3,851
0.2% of portfolio›$1.1M
Hunter Associates Investment Management LLC3,810
0.0% of portfolio›$1.1K
Norden Group LLC3,714
0.1% of portfolio›$1.1M
Atria Investments, Inc3,687
0.0% of portfolio›$1.1M
Portside Wealth Group, LLC3,645
0.1% of portfolio›$1.1M
Tokio Marine Asset Management Co LTD3,520
0.0% of portfolio›$1.0M
HB Wealth Management, LLC3,440
0.0% of portfolio›$991.5K
Assenagon Asset Management S.A.3,404
0.0% of portfolio›$981.1K
Choreo, LLC3,255
0.0% of portfolio›$938.2K
Truist Financial Corp3,168
0.0% of portfolio›$913.2K
Crossmark Global Holdings, Inc.3,143
0.0% of portfolio›$905.9K
Ticino Wealth3,066
0.3% of portfolio›$883.7K
Mesirow Financial Investment Management, Inc.2,992
0.0% of portfolio›$862.4K
Calder Financial LLC2,991
0.8% of portfolio›$862.1K
Tempo Wealth, LLC2,982
0.1% of portfolio›$859.5K
Schear Investment Advisers, LLC2,982
0.1% of portfolio›$859.5K
Apollon Wealth Management, LLC2,971
0.0% of portfolio›$856.3K
North Dakota State Investment Board2,874
0.0% of portfolio›$828.4K
Sterling Capital Management LLC2,873
0.0% of portfolio›$828.1K
CenterBook Partners LP2,860
0.0% of portfolio›$824.3K
V-Square Quantitative Management LLC2,855
0.1% of portfolio›$822.9K
Lmcg Investments, LLC2,729
0.0% of portfolio›$786.6K
Keybank National Association2,589
0.0% of portfolio›$746.2K
Concurrent Investment Advisors, LLC2,552
0.0% of portfolio›$735.7K
ASO Group Ltd2,469
0.0% of portfolio›$712
SmartHarvest Portfolios, LLC2,451
0.3% of portfolio›$706.5K
Washington Capital Management, Inc2,405
0.5% of portfolio›$693.2K
Plato Investment Management Ltd2,374
0.0% of portfolio›$686.9K
S.E.E.D. Planning Group LLC2,346
0.2% of portfolio›$676.2K
Praxis Investment Management Inc2,325
0.0% of portfolio›$670
Vontobel Holding Ltd.2,228
0.0% of portfolio›$642.2K
Gamma Investing LLC2,196
0.0% of portfolio›$633.0K
Vise Technologies, Inc.2,022
0.0% of portfolio›$582.9K
Gateway Investment Advisers LLC1,984
0.0% of portfolio›$571.8K
Marks Group Wealth Management, Inc1,969
0.0% of portfolio›$567.5K
First Horizon Corp1,968
0.0% of portfolio›$567.2K
Mather Group, Llc.1,907
0.0% of portfolio›$549.5K
Blue Trust, Inc.1,865
0.0% of portfolio›$537.5K
Chicago Partners Investment Group LLC1,847
0.0% of portfolio›$600.3K
Lido Advisors, LLC1,843
0.0% of portfolio›$531.5K
AlphaCore Capital LLC1,827
0.0% of portfolio›$527.1K
Brighton Jones LLC1,826
0.0% of portfolio›$526.4K
Bell Investment Advisors, Inc1,746
0.1% of portfolio›$503.3K
Wedmont Private Capital1,739
0.0% of portfolio›$518.0K
Journey Retirement Planning & Investment Management LLC1,686
0.3% of portfolio›$486.0K
Gibbs Wealth Management1,686
0.1% of portfolio›$486.1K
Simplex Trading, LLC1,660
0.0% of portfolio›$478.5K
Quadrant Capital Group LLC1,628
0.0% of portfolio›$483.6K
Harbour Capital Advisors, LLC1,583
0.1% of portfolio›$456.3K
CX Institutional1,575
0.0% of portfolio›$454
Assetmark, Inc1,570
0.0% of portfolio›$452.5K
Aaron Wealth Advisors LLC1,558
0.0% of portfolio›$449.1K
Fonville Wealth Management LLC1,557
0.1% of portfolio›$448.8K
Simplicity Wealth,LLC1,535
0.0% of portfolio›$442.5K
Dhjj Financial Advisors, Ltd.1,533
0.1% of portfolio›$441.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,512
0.0% of portfolio›$435.8K
Kestra Advisory Services, LLC1,503
0.0% of portfolio›$433.2K
Central Pacific Bank - Trust Division1,475
0.0% of portfolio›$425.1K
Levin Capital Strategies, L.P.1,434
0.0% of portfolio›$413.3K
Cambridge Investment Research Advisors, Inc.1,428
0.0% of portfolio›$412
Formidable Asset Management, LLC1,370
0.1% of portfolio›$358.1K
Ritholtz Wealth Management1,336
0.0% of portfolio›$384.9K
Davenport & Co LLC1,309
0.0% of portfolio›$377.3K
Rockland Trust Co1,266
0.0% of portfolio›$364.9K
Applied Finance Capital Management, LLC1,251
0.0% of portfolio›$360.6K
Jm2 Capital Inc.1,197
0.2% of portfolio›$345.0K
PW Nova Financial Services LLC1,196
0.1% of portfolio›$344.7K
Evanson Financial, LLC1,176
0.0% of portfolio›$339.0K
Ascentis Independent Advisors1,142
0.0% of portfolio›$329.2K
OpenArc Corporate Advisory, LLC1,141
0.0% of portfolio›$328.9K
Ascent Group, LLC1,081
0.0% of portfolio›$311.6K
Trust Asset Management LLC1,078
0.0% of portfolio›$310.7K
Alhambra Investment Management LLC1,072
0.1% of portfolio›$308.9K
Florida Trust Wealth Management Co1,059
0.0% of portfolio›$305.2K
Farther Finance Advisors, LLC1,056
0.0% of portfolio›$304.3K
Connecticut Wealth Management, LLC1,055
0.0% of portfolio›$304.1K
Fifth Third Wealth Advisors LLC1,035
0.0% of portfolio›$298.3K
Diversify Advisory Services, LLC1,022
0.0% of portfolio›$317.3K
Diversify Wealth Management, LLC1,022
0.0% of portfolio›$317.3K
Caitong International Asset Management Co., Ltd1,003
0.0% of portfolio›$289.1K
3Chopt Investment Partners, LLC1,002
0.1% of portfolio›$289.8K
EverSource Wealth Advisors, LLC976
0.0% of portfolio›$281.3K
Larson Financial Group LLC928
0.0% of portfolio›$267.5K
Cassaday & Co Wealth Management LLC925
0.0% of portfolio›$266.5K
Wakefield Asset Management Lllp920
0.1% of portfolio›$265.2K
Net Worth Advisory Group904
0.1% of portfolio›$263.6K
Robeco Institutional Asset Management B.V.894
0.0% of portfolio›$257.7K
Cigna Investments Inc879
0.0% of portfolio›$254
Profund Advisors LLC867
0.0% of portfolio›$249.9K
Perigon Wealth Management, LLC866
0.0% of portfolio›$249.6K
Pekin Hardy Strauss, Inc.833
0.0% of portfolio›$240.1K
Compound Planning, Inc.822
0.0% of portfolio›$236.9K
Elyxium Wealth, LLC822
0.0% of portfolio›$236.9K
United Asset Strategies, Inc.820
0.0% of portfolio›$236.3K
Greenleaf Trust819
0.0% of portfolio›$236.1K
Citadel Investment Advisory, Inc.817
0.1% of portfolio›$235.0K
Alps Advisors Inc809
0.0% of portfolio›$233.2K
Traphagen Investment Advisors LLC781
0.0% of portfolio›$225.1K
Raub Brock Capital Management LP775
0.1% of portfolio›$223.4K
Sagespring Wealth Partners, LLC756
0.0% of portfolio›$218.0K
Alta Advisers Ltd749
0.0% of portfolio›$215.9K
71 West Capital Partners739
0.0% of portfolio›$213.0K
Crestwood Advisors Group, LLC737
0.0% of portfolio›$212.4K
Everhart Financial Group, Inc.717
0.0% of portfolio›$206.7K
MGO One Seven LLC715
0.0% of portfolio›$206.1K
Parallel Advisors, LLC699
0.0% of portfolio›$201.5K
GC Wealth Management RIA, LLC699
0.0% of portfolio›$201.5K
Signaturefd, LLC691
0.0% of portfolio›$199.3K
Lanark Financial, Inc.498
0.0% of portfolio›$143.5K
Versant Capital Management, Inc493
0.0% of portfolio›$142.1K
Raiffeisen Bank International AG462
0.0% of portfolio›$133.3K
Phillip James Consulting Co.427
0.1% of portfolio›$123.1K
PFS Partners, LLC403
0.0% of portfolio›$116.1K
Jnba Financial Advisors350
0.0% of portfolio›$100.9K
Birch Financial Group, LLC328
0.0% of portfolio›$94.6K
Washington Trust Advisors, Inc.323
0.0% of portfolio›$93.1K
Private Trust Co NA295
0.0% of portfolio›$85.0K
Goodman Advisory Group, LLC293
0.0% of portfolio›$84.5K
MassMutual Private Wealth & Trust, FSB292
0.0% of portfolio›$84.2K
Root Financial Partners, LLC253
0.0% of portfolio›$72.9K
TD Private Client Wealth LLC250
0.0% of portfolio›$72.1K
Cromwell Holdings LLC249
0.0% of portfolio›$72.0K
Parkside Financial Bank & Trust247
0.0% of portfolio›$71.2K
Y.D. More Investments Ltd245
0.0% of portfolio›$70.6K
DT Investment Partners, LLC235
0.0% of portfolio›$67.7K
Gables Capital Management Inc.227
0.0% of portfolio›$65.4K
Deseret Mutual Benefit Administrators222
0.0% of portfolio›$64.0K
Atmos Advisory, LLC192
0.0% of portfolio›$55.3K
Smallwood Wealth Investment Management, LLC177
0.0% of portfolio›$51.0K
Pinnacle Wealth Planning Services, Inc.173
0.0% of portfolio›$49.9K
IFP Advisors, Inc138
0.0% of portfolio›$39.8K
Capital Advisors, Ltd. LLC125
0.0% of portfolio›$36
Wilmington Savings Fund Society, FSB124
0.0% of portfolio›$35.7K
CKW Financial Group122
0.0% of portfolio›$35
Silver Grove Financial Group, Inc.118
0.0% of portfolio›$34.0K
Farmers & Merchants Investments Inc112
0.0% of portfolio›$32.3K
Aventus Investment Advisors, Inc.109
0.0% of portfolio›$31.4K
Virginia Estate & Retirement Planning Advisors Inc.109
0.0% of portfolio›$31.4K
Trust Co of Vermont108
0.0% of portfolio›$31.1K
Owl Creek Wealth Partners LLC102
0.0% of portfolio›$29.4K
Syntax Research, Inc.100
0.0% of portfolio›$28.8K
Cedar Mountain Advisors, LLC92
0.0% of portfolio›$26.5K
MV Capital Management, Inc.82
0.0% of portfolio›$23.6K
Covestor Ltd82
0.0% of portfolio›$24
CoreCap Advisors, LLC75
0.0% of portfolio›$21.6K
JFS Wealth Advisors, LLC74
0.0% of portfolio›$21.4K
SJS Investment Consulting Inc.67
0.0% of portfolio›$19.3K
Manchester Capital Management LLC67
0.0% of portfolio›$19.3K
Fortitude Family Office, LLC65
0.0% of portfolio›$18.7K
Harbor Investment Advisory, LLC62
0.0% of portfolio›$17.9K
Legacy Bridge, LLC60
0.0% of portfolio›$17.3K
Private Wealth Management Group, LLC56
0.0% of portfolio›$16.1K
Salomon & Ludwin, LLC55
0.0% of portfolio›$15.9K
Central Trust Co55
0.0% of portfolio›$15.9K
Provenance Wealth Advisors, LLC53
0.0% of portfolio›$15.3K
Plante Moran Financial Advisors, LLC50
0.0% of portfolio›$14.4K
GK Wealth Management LLC49
0.0% of portfolio›$14.1K
Ascentis Wealth Management, LLC48
0.0% of portfolio›$13.8K
Princeton Global Asset Management LLC39
0.0% of portfolio›$11.2K
Elevation Wealth Partners, LLC37
0.0% of portfolio›$10.7K
Financial Network Wealth Advisors LLC35
0.0% of portfolio›$10.1K
Bare Financial Services, Inc35
0.0% of portfolio›$10.1K
Brown, Lisle Ings, Inc.33
0.0% of portfolio›$9.5K
Murphy & Mullick Capital Management Corp32
0.0% of portfolio›$9.2K
Hilton Head Capital Partners, LLC32
0.0% of portfolio›$9.2K
Joseph Group Capital Management31
0.0% of portfolio›$8.9K
Aspect Partners, LLC29
0.0% of portfolio›$8.4K
Bay Harbor Wealth Management, LLC27
0.0% of portfolio›$7.8K
Arlington Trust Co LLC27
0.0% of portfolio›$7.8K
Nemes Rush Group LLC26
0.0% of portfolio›$7.5K
DiNuzzo Private Wealth, Inc.26
0.0% of portfolio›$5.1K
True Wealth Design, LLC25
0.0% of portfolio›$7.2K
James T. Borello RIA24
0.0% of portfolio›$6.9K
Highline Wealth Partners LLC22
0.0% of portfolio›$6.3K
Golden State Wealth Management, LLC20
0.0% of portfolio›$5.8K
Ares Financial Consulting, LLC19
0.0% of portfolio›$5.6K
Financial Management Professionals, Inc.19
0.0% of portfolio›$5.5K
Physician Wealth Advisors, Inc.19
0.0% of portfolio›$5.5K
Creative Capital Management Investments LLC18
0.0% of portfolio›$5.2K
Asset Dedication, LLC18
0.0% of portfolio›$5.2K
Avion Wealth16
0.0% of portfolio›$4
Hughes Financial Services, LLC15
0.0% of portfolio›$4.8K
High Note Wealth, LLC15
0.0% of portfolio›$4.3K
Torren Management, LLC15
0.0% of portfolio›$4.3K
Grove Bank & Trust14
0.0% of portfolio›$4.0K
Rossby Financial, LCC13
0.0% of portfolio›$3.7K
Spire Wealth Management13
0.0% of portfolio›$3.7K
WPG Advisers, LLC10
0.0% of portfolio›$2.9K
TD Waterhouse Canada Inc.10
0.0% of portfolio›$2.9K
J.Safra Asset Management Corp9
0.0% of portfolio›$2.6K
Pension & Wealth Management Advisors, Inc.8
0.0% of portfolio›$2.3K
Planning Strategies Inc.8
0.0% of portfolio›$2.3K
Toth Financial Advisory Corp7
0.0% of portfolio›$2.0K
Abound Wealth Management7
0.0% of portfolio›$2.0K
American Capital Advisory, LLC6
0.0% of portfolio›$1.7K
North Star Investment Management Corp.6
0.0% of portfolio›$1.7K
First Command Advisory Services, Inc.6
0.0% of portfolio›$1.7K
Jacobi Capital Management LLC5
0.0% of portfolio›$1.4K
American National Bank & Trust5
0.0% of portfolio›$1.4K
Signature Equity Partners, LLC5
0.0% of portfolio›$1.4K
Essential Partners LLC4
0.0% of portfolio›$1.2K
Mosley Wealth Management4
0.0% of portfolio›$1.2K
Clark Wealth Partners4
0.0% of portfolio›$1.2K
William Mack & Associates, Inc.4
0.0% of portfolio›$1.2K
TFC Financial Management, Inc.4
0.0% of portfolio›$1.2K
Burk Holdings LLC4
0.0% of portfolio›$1.2K
Navigoe, LLC4
0.0% of portfolio›$1
Cape Investment Advisory, Inc.3
0.0% of portfolio›$865
DecisionPoint Financial, LLC3
0.0% of portfolio›$875
Retirement Wealth Solutions LLC3
0.0% of portfolio›$865
Valued Wealth Advisors LLC3
0.0% of portfolio›$868
WestEnd Advisors, LLC3
0.0% of portfolio›$865
Polaris Financial Partners2
0.0% of portfolio›$1
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$576
Davis Capital Management2
0.0% of portfolio›$576
Creative Financial Designs Inc2
0.0% of portfolio›$576
West Branch Capital LLC2
0.0% of portfolio›$577
Downshift Financial, LLC2
0.0% of portfolio›$576
Key FInancial Inc1
0.0% of portfolio›$288
Maryland Capital Advisors Inc.1
0.0% of portfolio›$289
Proathlete Wealth Management LLC1
0.0% of portfolio›$288
Breakwater Investment Management1
0.0% of portfolio›$289
GHP Investment Advisors, Inc.1
0.0% of portfolio›$289
Quaker Wealth Management, LLC1
0.0% of portfolio›$289
Albion Financial Group1
0.0% of portfolio›$312
Strengthening Families & Communities, LLC1
0.0% of portfolio›$289
Activest Wealth Management1
0.0% of portfolio›$288
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
954,999$275.3M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
495,322$142.8M0.0%CoreLowNew York, NY2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
239,421$69.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
214,429$61.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Exchange Traded Concepts, LLC
212,603$61.3M0.2%GrowthMediumOklahoma City, OK2026-10-28
Citigroup Inc
212,410$61.2M0.0%CoreMediumNew York, NY2026-11-04
Parnassus Investments, LLC
194,748$56.1M0.2%GrowthMediumSan Francisco, CA2026-10-22
DekaBank Deutsche Girozentrale
169,711$49.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Cortland Associates Inc
168,986$48.7M7.1%ValueMediumSt Louis, MO2026-10-29
Principal Financial Group Inc
101,929$29.4M0.0%CoreLowDes Moines, IA2026-11-02
New South Capital Management Inc
87,600$25.2M1.6%ValueLowMemphis, TN2026-11-05
MacKenzie Financial Corp
83,629$24.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
83,629$24.1K0.0%ValueMediumBloomfield Hills, MI2026-10-26
New York State Teachers Retirement System
66,200$19.1K0.0%CoreVery LowAlbany, NY2026-10-22
Cidel Asset Management Inc
62,154$17.9M0.9%CoreMediumToronto, Australia2026-10-29
Y-Intercept (Hong Kong) Ltd
55,910$16.1M0.4%ValueVery HighHong Kong, South Korea2026-10-16
Pictet Asset Management Holding SA
52,895$15.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
M&G Plc
52,210$15.0M0.1%CoreMediumLondon, United Kingdom2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
50,701$14.6M0.1%GrowthLowStockholm, Sweden2026-10-15
Swiss Life Asset Management Ltd
46,598$13.4M0.1%CoreLowZurich, Switzerland2026-11-03
Asset Management One Co., Ltd.
43,098$12.4M0.0%IndexVery LowTokyo, Mexico2026-10-27
Leeward Investments, LLC - MA
35,272$10.2M0.5%Deep ValueLowBoston, MA2026-10-23
Chesley Taft & Associates LLC
30,980$8.9M0.3%CoreLowChicago, IL2026-10-13
Strs Ohio
30,639$8.8M0.0%CoreMediumColumbus, OH2026-10-30
State of New Jersey Common Pension Fund D
30,530$8.8M0.0%CoreLowTrenton, NJ2026-11-05
Thompson Siegel & Walmsley LLC
28,384$8.2K0.0%Deep ValueMediumRichmond, VA2026-11-05
CIBC Asset Management Inc
28,205$8.1M0.0%GARPLowToronto, South Africa2026-11-05
Mn Services Vermogensbeheer B.V.
28,154$8.1K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Jefferies Financial Group Inc.
26,893$7.8M0.1%CoreVery HighNew York, NY2026-11-05
Czech National Bank
26,684$7.7M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
25,795$7.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Creative Planning
25,636$7.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Mirae Asset Global Investments Co., Ltd.
25,114$7.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Daiwa Securities Group Inc.
24,411$7.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
State of Michigan Retirement System
24,192$7.0M0.0%IndexLowEast Lansing, MI2026-10-27
Foyston, Gordon & Payne Inc
22,703$6.5M1.3%CoreMediumToronto, Australia2026-11-02
SEB Asset Management AB
21,742$6.3M0.0%CoreN/AStockholm, Sweden2026-11-04
IFM Investors Pty Ltd
21,674$6.2M0.0%IndexVery LowMelbourne, China2026-10-14
Louisbourg Investments Inc.
21,429$4.8M0.9%GARPMediumDieppe, Armenia2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
20,519$5.9M0.0%CoreLowHarrisburg, PA2026-11-03
KBC Group NV
20,022$5.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Retirement Systems of Alabama
19,476$5.6M0.0%IndexLowMontgomery, AL2026-11-04
ProShare Advisors LLC
19,425$5.6M0.0%GrowthLowBethesda, MD2026-10-29
D.A. Davidson & Co.
18,043$5.2M0.0%CoreLowGreat Falls, MT2026-10-28
Xponance LLC
17,612$5.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Rakuten Investment Management, Inc.
16,772$4.8M0.0%ETFMediumTokyo, Mexico2026-10-30
Sendero Wealth Management, LLC
16,421$4.7M0.5%GARPLowSan Antonio, TX2026-10-14
Marathon Capital Management
16,305$4.7M1.0%CoreLowHunt Valley, MD2026-10-23
Neos Investment Management LLC
16,254$4.7M0.0%IndexVery LowWestport, CT2026-11-04
Amalgamated Bank
16,155$4.7K0.0%CoreVery LowNew York, NY2026-10-23
Ethic Inc.
15,176$4.4M0.1%CoreLowNew York, NY2026-11-03
Swedbank AB
13,970$4.0M0.0%GrowthLowStockholm, Sweden2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
13,069$3.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Achmea Investment Management B.V.
12,916$3.7M0.0%CoreMediumZeist, Philippines2026-10-30
Avanza Fonder AB
12,087$3.5M0.1%GrowthLowStockholm, Sweden2026-10-13
US Bancorp \de\
12,054$3.5M0.0%IndexLowMinneapolis, MN2026-11-05
Oregon Public Employees Retirement Fund
11,424$3.3M0.0%IndexVery LowTigard, OR2026-10-30
Donoghue Forlines LLC
11,299$3.3M0.8%CoreVery HighBoston, MA2026-11-02
Murphy Pohlad Asset Management LLC
10,605$3.1M1.1%ValueLowEden Prairie, MN2026-10-22
Yousif Capital Management, LLC
10,355$3.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hohimer Wealth Management, LLC
10,057$2.9M0.3%CoreHighSeattle, WA2026-11-04
ABN Amro Investment Solutions
9,819$2.8M0.0%GrowthLowParis Cedex 008, India2026-10-21
Mutual of America Capital Management LLC
9,501$2.7M0.0%IndexLowNew York, NY2026-10-23
State of Alaska, Department of Revenue
8,800$2.5K0.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
8,711$2.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
South Shore Capital Advisors
8,273$2.4M1.6%CoreMediumCohasset, MA2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
8,101$2.3M0.0%GrowthMediumZurich, Switzerland2026-10-29
Gulf International Bank (UK) Ltd
7,269$2.1K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Canoe Financial LP
7,226$2.1M0.0%ValueMediumCalgary, Abu Dhabi2026-10-21
Illinois Municipal Retirement Fund
6,964$2.0M0.0%CoreMediumOak Brook, IL2026-11-05
Commonwealth Equity Services, LLC
6,518$1.9M0.0%ETFLowWaltham, MA2026-11-02
ARQ Wealth Advisors, LLC
6,462$1.9M0.2%ETFLowScottsdale, AZ2026-10-29
Montag A & Associates Inc
6,440$1.9M0.1%CoreLowAtlanta, GA2026-10-29
AMG National Trust Bank
6,433$1.9M0.0%ETFLowGreenwood Village, CO2026-11-05
Generali Asset Management SPA SGR
5,586$1.6M0.0%CoreLowTrieste, Latvia2026-10-26
Live Oak Private Wealth LLC
5,503$1.6M0.2%ValueLowWilmington, NC2026-11-02
Fifth Third Bancorp
5,453$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Fideuram Asset Management (Ireland) dac
5,281$1.6M0.0%CoreHighDublin 1, Lithuania2026-10-29
New Mexico Educational Retirement Board
4,700$1.4K0.0%IndexVery LowSanta Fe, NM2026-11-05
Allspring Global Investments Holdings, LLC
4,696$1.4M0.0%CoreMediumCharlotte, NC2026-11-04
Wealth Enhancement Advisory Services, LLC
4,614$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
4,600$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
SRH Advisors, LLC
4,486$1.3M0.3%ETFVery LowSalina, KS2026-10-22
Lecap Asset Management LTD
4,047$1.2M0.6%ValueVery HighLondon, United Kingdom2026-10-27
111 Capital
3,851$1.1M0.2%CoreVery HighParis, India2026-11-03
Hunter Associates Investment Management LLC
3,810$1.1K0.0%CoreLowPittsburgh, PA2026-10-26
Norden Group LLC
3,714$1.1M0.1%GrowthMediumProvo, UT2026-10-20
Atria Investments, Inc
3,687$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Portside Wealth Group, LLC
3,645$1.1M0.1%CoreMediumProvo, UT2026-10-20
Tokio Marine Asset Management Co LTD
3,520$1.0M0.0%GrowthLowTokyo, Mexico2026-10-26
HB Wealth Management, LLC
3,440$991.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Assenagon Asset Management S.A.
3,404$981.1K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Choreo, LLC
3,255$938.2K0.0%IndexLowRockford, IL2026-10-28
Truist Financial Corp
3,168$913.2K0.0%CoreLowCharlotte, NC2026-10-30
Crossmark Global Holdings, Inc.
3,143$905.9K0.0%GARPMediumHouston, TX2026-10-21
Ticino Wealth
3,066$883.7K0.3%GARPMediumMission Viejo, CA2026-10-13
Mesirow Financial Investment Management, Inc.
2,992$862.4K0.0%CoreLowChicago, IL2026-11-05
Calder Financial LLC
2,991$862.1K0.8%ETFLowDowningtown, PA2026-10-13
Tempo Wealth, LLC
2,982$859.5K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
2,982$859.5K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Apollon Wealth Management, LLC
2,971$856.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
North Dakota State Investment Board
2,874$828.4K0.0%GrowthMediumBismarck, ND2026-10-27
Sterling Capital Management LLC
2,873$828.1K0.0%GARPMediumCharlotte, NC2026-10-22
CenterBook Partners LP
2,860$824.3K0.0%ValueVery HighGreenwich, CT2026-11-02
V-Square Quantitative Management LLC
2,855$822.9K0.1%CoreLowChicago, IL2026-10-15
Lmcg Investments, LLC
2,729$786.6K0.0%CoreLowBoston, MA2026-10-21
Keybank National Association
2,589$746.2K0.0%CoreLowBrooklyn, OH2026-11-04
Concurrent Investment Advisors, LLC
2,552$735.7K0.0%GrowthMediumTampa, FL2026-10-16
ASO Group Ltd
2,469$7120.0%ValueVery LowRoad Town, Egypt2026-11-05
SmartHarvest Portfolios, LLC
2,451$706.5K0.3%GrowthLowSeattle, WA2026-10-26
Washington Capital Management, Inc
2,405$693.2K0.5%ValueMediumSeattle, WA2026-10-19
Plato Investment Management Ltd
2,374$686.9K0.0%CoreLowSydney, China2026-11-05
S.E.E.D. Planning Group LLC
2,346$676.2K0.2%CoreMediumBinghamton, NY2026-10-07
Praxis Investment Management Inc
2,325$6700.0%CoreLowGoshen, IN2026-11-03
Vontobel Holding Ltd.
2,228$642.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Gamma Investing LLC
2,196$633.0K0.0%IndexVery LowFoster City, CA2026-10-08
Vise Technologies, Inc.
2,022$582.9K0.0%IndexLowNew York, NY2026-10-29
Gateway Investment Advisers LLC
1,984$571.8K0.0%GrowthLowCincinnati, OH2026-10-13
Marks Group Wealth Management, Inc
1,969$567.5K0.0%CoreMediumMinnetonka, MN2026-11-05
First Horizon Corp
1,968$567.2K0.0%CoreLowMemphis, TN2026-10-26
Mather Group, Llc.
1,907$549.5K0.0%ETFMediumChicago, IL2026-10-14
Blue Trust, Inc.
1,865$537.5K0.0%ETFLowBrentwood, TN2026-10-15
Chicago Partners Investment Group LLC
1,847$600.3K0.0%GARPLowChicago, IL2026-10-27
Lido Advisors, LLC
1,843$531.5K0.0%GrowthLowLos Angeles, CA2026-11-04
AlphaCore Capital LLC
1,827$527.1K0.0%ETFLowLa Jolla, CA2026-11-04
Brighton Jones LLC
1,826$526.4K0.0%CoreVery LowSeattle, WA2026-11-03
Bell Investment Advisors, Inc
1,746$503.3K0.1%ETFVery LowOrinda, CA2026-10-29
Wedmont Private Capital
1,739$518.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Journey Retirement Planning & Investment Management LLC
1,686$486.0K0.3%CoreLowAmmon, ID2026-10-09
Gibbs Wealth Management
1,686$486.1K0.1%CoreLowAlpharetta, GA2026-10-22
Simplex Trading, LLC
1,660$478.5K0.0%CoreVery HighChicago, IL2026-11-04
Quadrant Capital Group LLC
1,628$483.6K0.0%CoreLowCincinnati, OH2026-10-20
Harbour Capital Advisors, LLC
1,583$456.3K0.1%GrowthLowTysons Corner, VA2026-10-13
CX Institutional
1,575$4540.0%CoreMediumAuburn, IN2026-10-02
Assetmark, Inc
1,570$452.5K0.0%ETFLowConcord, CA2026-10-21
Aaron Wealth Advisors LLC
1,558$449.1K0.0%GrowthMediumChicago, IL2026-10-13
Fonville Wealth Management LLC
1,557$448.8K0.1%ETFVery LowRichmond, VA2026-10-28
Simplicity Wealth,LLC
1,535$442.5K0.0%ETFLowSummit, NJ2026-10-23
Dhjj Financial Advisors, Ltd.
1,533$441.9K0.1%ETFVery LowNaperville, IL2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,512$435.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Kestra Advisory Services, LLC
1,503$433.2K0.0%CoreLowAustin, TX2026-11-02
Central Pacific Bank - Trust Division
1,475$425.1K0.0%CoreMediumHonolulu, HI2026-10-06
Levin Capital Strategies, L.P.
1,434$413.3K0.0%ValueMediumNew York, NY2026-11-02
Cambridge Investment Research Advisors, Inc.
1,428$4120.0%ETFLowFairfield, IA2026-11-02
Formidable Asset Management, LLC
1,370$358.1K0.1%CoreLowCincinnati, OH2026-11-03
Ritholtz Wealth Management
1,336$384.9K0.0%IndexLowNew York, NY2026-11-05
Davenport & Co LLC
1,309$377.3K0.0%CoreMediumRichmond, VA2026-10-14
Rockland Trust Co
1,266$364.9K0.0%CoreLowHanover, MA2026-10-05
Applied Finance Capital Management, LLC
1,251$360.6K0.0%CoreMediumSan Juan, PR2026-11-03
Jm2 Capital Inc.
1,197$345.0K0.2%GrowthVery LowEdmond, OK2026-10-14
PW Nova Financial Services LLC
1,196$344.7K0.1%ETFLowNewtown, PA2026-10-15
Evanson Financial, LLC
1,176$339.0K0.0%ETFN/AMclean, VA2026-10-23
Ascentis Independent Advisors
1,142$329.2K0.0%ETFLowDallas, TX2026-11-03
OpenArc Corporate Advisory, LLC
1,141$328.9K0.0%GrowthLowAtlanta, GA2026-10-21
Ascent Group, LLC
1,081$311.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Trust Asset Management LLC
1,078$310.7K0.0%ETFVery LowHouston, TX2026-11-03
Alhambra Investment Management LLC
1,072$308.9K0.1%CoreLowPalmetto Bay, FL2026-10-15
Florida Trust Wealth Management Co
1,059$305.2K0.0%CoreVery LowSanibel, FL2026-11-05
Farther Finance Advisors, LLC
1,056$304.3K0.0%IndexLowSan Francisco, CA2026-10-08
Connecticut Wealth Management, LLC
1,055$304.1K0.0%ETFLowFarmington, CT2026-10-13
Fifth Third Wealth Advisors LLC
1,035$298.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Diversify Advisory Services, LLC
1,022$317.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,022$317.3K0.0%GrowthMediumSandy, UT2026-10-20
Caitong International Asset Management Co., Ltd
1,003$289.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
3Chopt Investment Partners, LLC
1,002$289.8K0.1%CoreLowRichmond, VA2026-10-30
EverSource Wealth Advisors, LLC
976$281.3K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
928$267.5K0.0%GrowthLowSt Louis, MO2026-11-05
Cassaday & Co Wealth Management LLC
925$266.5K0.0%ETFVery LowMclean, VA2026-10-27
Wakefield Asset Management Lllp
920$265.2K0.1%ValueMediumEnglewood, CO2026-11-05
Net Worth Advisory Group
904$263.6K0.1%GARPMediumSandy, UT2026-10-20
Robeco Institutional Asset Management B.V.
894$257.7K0.0%CoreMediumRotterdam, Philippines2026-10-20
Cigna Investments Inc
879$2540.0%CoreVery LowBloomfield, CT2026-10-19
Profund Advisors LLC
867$249.9K0.0%GrowthLowBethesda, MD2026-10-29
Perigon Wealth Management, LLC
866$249.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Pekin Hardy Strauss, Inc.
833$240.1K0.0%ValueMediumChicago, IL2026-11-02
Compound Planning, Inc.
822$236.9K0.0%CoreLowNew York, NY2026-11-05
Elyxium Wealth, LLC
822$236.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
United Asset Strategies, Inc.
820$236.3K0.0%GrowthLowGarden City, NY2026-10-28
Greenleaf Trust
819$236.1K0.0%CoreLowKalamazoo, MI2026-10-29
Citadel Investment Advisory, Inc.
817$235.0K0.1%ValueVery LowChesterland, OH2026-10-15
Alps Advisors Inc
809$233.2K0.0%YieldLowDenver, CO2026-11-03
Traphagen Investment Advisors LLC
781$225.1K0.0%ETFLowOradell, NJ2026-10-14
Raub Brock Capital Management LP
775$223.4K0.1%GrowthMediumLarkspur, CA2026-10-21
Sagespring Wealth Partners, LLC
756$218.0K0.0%ETFLowFranklin, TN2026-10-22
Alta Advisers Ltd
749$215.9K0.0%GrowthLowLondon, United Kingdom2026-11-02
71 West Capital Partners
739$213.0K0.0%IndexVery LowBoston, MA2026-11-04
Crestwood Advisors Group, LLC
737$212.4K0.0%GrowthLowBoston, MA2026-10-27
Everhart Financial Group, Inc.
717$206.7K0.0%ETFLowDublin, OH2026-10-08
MGO One Seven LLC
715$206.1K0.0%GrowthLowBeachwood, OH2026-10-28
Parallel Advisors, LLC
699$201.5K0.0%IndexLowSan Francisco, CA2026-11-03
GC Wealth Management RIA, LLC
699$201.5K0.0%GrowthMediumCambridge, MA2026-11-02
Signaturefd, LLC
691$199.3K0.0%IndexLowAtlanta, GA2026-10-23
Lanark Financial, Inc.
498$143.5K0.0%CoreMediumBirmingham, AL2026-10-26
Versant Capital Management, Inc
493$142.1K0.0%GARPLowPhoenix, AZ2026-10-02
Raiffeisen Bank International AG
462$133.3K0.0%GrowthMediumVienna, Chile2026-10-28
Phillip James Consulting Co.
427$123.1K0.1%ETFVery HighPlymouth, MN2026-11-03
PFS Partners, LLC
403$116.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Jnba Financial Advisors
350$100.9K0.0%ETFMediumBloomington, MN2026-11-03
Birch Financial Group, LLC
328$94.6K0.0%CoreLowKeene, NH2026-10-27
Washington Trust Advisors, Inc.
323$93.1K0.0%GrowthLowWellesley, MA2026-10-22
Private Trust Co NA
295$85.0K0.0%CoreLowCleveland, OH2026-10-20
Goodman Advisory Group, LLC
293$84.5K0.0%GrowthHighNeedham, MA2026-11-02
MassMutual Private Wealth & Trust, FSB
292$84.2K0.0%CoreLowSpringfield, MA2026-10-05
Root Financial Partners, LLC
253$72.9K0.0%ETFMediumEncinitas, CA2026-10-21
TD Private Client Wealth LLC
250$72.1K0.0%ETFLowNew York, NY2026-10-28
Cromwell Holdings LLC
249$72.0K0.0%IndexLowJackson, WY2026-10-28
Parkside Financial Bank & Trust
247$71.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Y.D. More Investments Ltd
245$70.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
DT Investment Partners, LLC
235$67.7K0.0%ETFVery LowChadds Ford, PA2026-10-27
Gables Capital Management Inc.
227$65.4K0.0%GrowthVery LowMiami, FL2026-11-04
Deseret Mutual Benefit Administrators
222$64.0K0.0%CoreMediumSalt Lake City, UT2026-11-04
Atmos Advisory, LLC
192$55.3K0.0%ETFVery LowPittsburgh, PA2026-10-06
Smallwood Wealth Investment Management, LLC
177$51.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
Pinnacle Wealth Planning Services, Inc.
173$49.9K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
138$39.8K0.0%GrowthLowTampa, FL2026-10-16
Capital Advisors, Ltd. LLC
125$360.0%ETFLowShaker Heights, OH2026-10-27
Wilmington Savings Fund Society, FSB
124$35.7K0.0%CoreLowWilmington, DE2026-10-23
CKW Financial Group
122$350.0%ETFVery LowHonolulu, HI2026-10-29
Silver Grove Financial Group, Inc.
118$34.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Investments Inc
112$32.3K0.0%CoreVery LowLincoln, NE2026-10-22
Aventus Investment Advisors, Inc.
109$31.4K0.0%ETFLowNaples, FL2026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
109$31.4K0.0%ETFLowGlen Allen, VA2026-10-14
Trust Co of Vermont
108$31.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Owl Creek Wealth Partners LLC
102$29.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Syntax Research, Inc.
100$28.8K0.0%ETFMediumBoca Raton, FL2026-11-04
Cedar Mountain Advisors, LLC
92$26.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
MV Capital Management, Inc.
82$23.6K0.0%ETFLowBethesda, MD2026-10-29
Covestor Ltd
82$240.0%ValueHighLondon, United Kingdom2026-10-30
CoreCap Advisors, LLC
75$21.6K0.0%ETFMediumSouthfield, MI2026-10-08
JFS Wealth Advisors, LLC
74$21.4K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
67$19.3K0.0%ETFVery LowSylvania, OH2026-10-26
Manchester Capital Management LLC
67$19.3K0.0%CoreLowManchester, VT2026-10-22
Fortitude Family Office, LLC
65$18.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Investment Advisory, LLC
62$17.9K0.0%GrowthLowLutherville, MD2026-10-13
Legacy Bridge, LLC
60$17.3K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Private Wealth Management Group, LLC
56$16.1K0.0%ETFLowPrinceton, NJ2026-10-19
Salomon & Ludwin, LLC
55$15.9K0.0%ETFVery LowRichmond, VA2026-10-29
Central Trust Co
55$15.9K0.0%CoreLowJefferson City, MO2026-11-05
Provenance Wealth Advisors, LLC
53$15.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Plante Moran Financial Advisors, LLC
50$14.4K0.0%ETFVery LowSouthfield, MI2026-11-04
GK Wealth Management LLC
49$14.1K0.0%GARPVery HighReno, NV2026-10-09
Ascentis Wealth Management, LLC
48$13.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Princeton Global Asset Management LLC
39$11.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Elevation Wealth Partners, LLC
37$10.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Financial Network Wealth Advisors LLC
35$10.1K0.0%ETFLowMurray, UT2026-10-28
Bare Financial Services, Inc
35$10.1K0.0%ETFVery LowGap, PA2026-11-04
Brown, Lisle Ings, Inc.
33$9.5K0.0%CoreVery LowProvidence, RI2026-10-16
Murphy & Mullick Capital Management Corp
32$9.2K0.0%GrowthLowSmithtown, NY2026-11-02
Hilton Head Capital Partners, LLC
32$9.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Joseph Group Capital Management
31$8.9K0.0%ETFLowColumbus, OH2026-11-04
Aspect Partners, LLC
29$8.4K0.0%ETFMediumFairfax, VA2026-10-20
Bay Harbor Wealth Management, LLC
27$7.8K0.0%ETFMediumHunt Valley, MD2026-11-03
Arlington Trust Co LLC
27$7.8K0.0%ETFMediumBirmingham, AL2026-10-20
Nemes Rush Group LLC
26$7.5K0.0%CoreVery LowNovi, MI2026-11-04
DiNuzzo Private Wealth, Inc.
26$5.1K0.0%ETFLowBeaver, PA2026-10-16
True Wealth Design, LLC
25$7.2K0.0%ETFMediumAkron, OH2026-10-13
James T. Borello RIA
24$6.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Highline Wealth Partners LLC
22$6.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Golden State Wealth Management, LLC
20$5.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Ares Financial Consulting, LLC
19$5.6K0.0%CoreLowCalabasas, CA2026-10-19
Financial Management Professionals, Inc.
19$5.5K0.0%ETFMediumAustin, TX2026-10-23
Physician Wealth Advisors, Inc.
19$5.5K0.0%ETFMediumMidvale, UT2026-10-20
Creative Capital Management Investments LLC
18$5.2K0.0%ETFLowSan Diego, CA2026-10-28
Asset Dedication, LLC
18$5.2K0.0%ETFLowSan Francisco, CA2026-11-03
Avion Wealth
16$40.0%ETFLowThe Woodlands, TX2026-11-04
Hughes Financial Services, LLC
15$4.8K0.0%ETFLowHerndon, VA2026-10-30
High Note Wealth, LLC
15$4.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Torren Management, LLC
15$4.3K0.0%ETFMediumSan Diego, CA2026-10-29
Grove Bank & Trust
14$4.0K0.0%ETFLowMiami, FL2026-10-08
Rossby Financial, LCC
13$3.7K0.0%ETFMediumMelbourne, FL2026-11-05
Spire Wealth Management
13$3.7K0.0%GrowthMediumMclean, VA2026-10-30
WPG Advisers, LLC
10$2.9K0.0%CoreLowBaltimore, MD2026-10-27
TD Waterhouse Canada Inc.
10$2.9K0.0%CoreLowToronto, Australia2026-10-16
J.Safra Asset Management Corp
9$2.6K0.0%ETFLowNew York, NY2026-11-03
Pension & Wealth Management Advisors, Inc.
8$2.3K0.0%ETFLowWaltham, MA2026-10-16
Planning Strategies Inc.
8$2.3K0.0%ETFN/ALancaster, PA2026-10-02
Toth Financial Advisory Corp
7$2.0K0.0%CoreLowLeesburg, VA2026-10-08
Abound Wealth Management
7$2.0K0.0%ETFVery LowFranklin, TN2026-10-26
American Capital Advisory, LLC
6$1.7K0.0%ETFLowKetchum, ID2026-10-28
North Star Investment Management Corp.
6$1.7K0.0%CoreLowChicago, IL2026-10-27
First Command Advisory Services, Inc.
6$1.7K0.0%IndexLowFort Worth, TX2026-11-05
Jacobi Capital Management LLC
5$1.4K0.0%CoreLowPittston, PA2026-11-05
American National Bank & Trust
5$1.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Signature Equity Partners, LLC
5$1.4K0.0%GrowthMediumColumbus, OH2026-10-29
Essential Partners LLC
4$1.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mosley Wealth Management
4$1.2K0.0%ETFHighAnaheim, CA2026-10-16
Clark Wealth Partners
4$1.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
William Mack & Associates, Inc.
4$1.2K0.0%ETFLowTroy, MI2026-10-27
TFC Financial Management, Inc.
4$1.2K0.0%ETFVery LowBoston, MA2026-10-26
Burk Holdings LLC
4$1.2K0.0%ETFVery LowTulsa, OK2026-11-05
Navigoe, LLC
4$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Cape Investment Advisory, Inc.
3$8650.0%ETFLowMcdonough, GA2026-10-13
DecisionPoint Financial, LLC
3$8750.0%ETFVery LowMesa, AZ2026-10-27
Retirement Wealth Solutions LLC
3$8650.0%ETFLowMarshfield, WI2026-10-07
Valued Wealth Advisors LLC
3$8680.0%IndexVery LowHolladay, UT2026-11-05
WestEnd Advisors, LLC
3$8650.0%ETFMediumCharlotte, NC2026-10-27
Polaris Financial Partners
2$10.0%GrowthN/AWesterville, OH2026-10-02
Birchwood Financial Partners, Inc.
2$5760.0%ETFVery LowBloomington, MN2026-11-02
Davis Capital Management
2$5760.0%CoreLowJacksonville, FL2026-10-08
Creative Financial Designs Inc
2$5760.0%ETFMediumKokomo, IN2026-11-04
West Branch Capital LLC
2$5770.0%GrowthVery LowAmherst, MA2026-10-20
Downshift Financial, LLC
2$5760.0%ETFLowBoulder, CO2026-10-13
Key FInancial Inc
1$2880.0%ETFLowWest Chester, PA2026-11-02
Maryland Capital Advisors Inc.
1$2890.0%ETFVery LowChester, MD2026-10-15
Proathlete Wealth Management LLC
1$2880.0%ETFVery LowBoca Raton, FL2026-10-15
Breakwater Investment Management
1$2890.0%ETFLowSeattle, WA2026-10-20
GHP Investment Advisors, Inc.
1$2890.0%CoreVery LowDenver, CO2026-10-15
Quaker Wealth Management, LLC
1$2890.0%ETFMediumMoorestown, NJ2026-10-22
Albion Financial Group
1$3120.0%GrowthLowSalt Lake City, UT2026-10-21
Strengthening Families & Communities, LLC
1$2890.0%CoreMediumBoston, MA2026-10-21
Activest Wealth Management
1$2880.0%ETFLowAventura, FL2026-10-15
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02