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UBS Group AG (UBS)

CUSIP: H42097107 | 1847 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Pictet Asset Management Holding SA37,540,956
1.7% of portfolio›$1.8B
Assenagon Asset Management S.A.23,716,879
1.1% of portfolio›$1.1B
Pzena Investment Management LLC15,322,845
1.8% of portfolio›$617.4M
Vontobel Holding Ltd.14,471,691
2.5% of portfolio›$697.8M
Ninety One UK Ltd7,469,509
0.8% of portfolio›$360.4M
Bank of New York Mellon Corp7,010,144
0.1% of portfolio›$337.4M
Citigroup Inc6,932,349
0.1% of portfolio›$334.5M
Bank Julius Baer & Co. Ltd, Zurich5,685,219
0.7% of portfolio›$274.3M
DekaBank Deutsche Girozentrale5,431,220
0.0% of portfolio›$262.2K
Compagnie Lombard Odier SCmA5,180,914
2.6% of portfolio›$250.0M
M&G Plc5,015,792
1.2% of portfolio›$240.1M
Dimensional Fund Advisors LP4,963,006
0.0% of portfolio›$238.9M
Border to Coast Pensions Partnership Ltd2,510,000
0.0% of portfolio›$120.9K
ASR Vermogensbeheer N.V.2,344,389
1.1% of portfolio›$113.1M
Generali Asset Management SPA SGR2,207,465
1.6% of portfolio›$88.9M
Banque Pictet & CIE SA1,771,707
0.6% of portfolio›$85.5M
SEB Asset Management AB1,246,986
0.2% of portfolio›$60.2M
Crocodile Capital Partners GmbH1,170,000
35.2% of portfolio›$56.3M
J. Safra Sarasin Holding AG1,072,775
0.6% of portfolio›$41.7M
MacKenzie Financial Corp946,487
0.0% of portfolio›$45.6M
Thrivent Financial for Lutherans857,863
0.0% of portfolio›$41.4K
GAM Holding AG773,760
3.1% of portfolio›$37.3M
Systrade AG705,200
17.2% of portfolio›$33.9M
Channing Global Advisors, LLC657,342
16.7% of portfolio›$31.7M
Levin Capital Strategies, L.P.609,818
2.1% of portfolio›$29.4M
Pictet North America Advisors SA513,916
2.1% of portfolio›$24.8M
Creative Planning500,376
0.0% of portfolio›$24.1M
Haven Global Partners, LLC300,639
12.9% of portfolio›$14.5M
Henry James International Management Inc.272,328
4.0% of portfolio›$13.1M
Evergreen Capital Management LLC268,711
0.2% of portfolio›$12.9M
Ethic Inc.261,240
0.1% of portfolio›$12.6M
Contravisory Investment Management, Inc.249,751
2.2% of portfolio›$12.0M
TD Waterhouse Canada Inc.231,239
0.0% of portfolio›$10.9M
Crossmark Global Holdings, Inc.214,957
0.1% of portfolio›$10.3M
Value Partners Investments Inc.213,892
0.7% of portfolio›$10.3M
Assetmark, Inc153,467
0.0% of portfolio›$7.4M
Inspire Trust Co, N.A.149,000
0.9% of portfolio›$7.2M
US Bancorp \de\144,526
0.0% of portfolio›$7.0M
DE Burlo Group Inc141,300
1.2% of portfolio›$6.8M
NLB Skladi, upravljanje premozenja, d.o.o.136,384
0.2% of portfolio›$6.6M
Helios Capital Management Pte. LTD136,000
7.1% of portfolio›$6.6M
Triasima Portfolio Management inc.135,373
0.9% of portfolio›$6.5M
CenterBook Partners LP132,936
0.3% of portfolio›$6.4M
Quadrant Capital Group LLC127,127
0.2% of portfolio›$6.1M
Gradient Investments LLC119,345
0.1% of portfolio›$5.7M
Ninety One North America, Inc.117,577
0.3% of portfolio›$5.7M
111 Capital112,116
0.8% of portfolio›$5.4M
Fideuram Asset Management (Ireland) dac111,874
0.1% of portfolio›$4.8M
Calamos Wealth Management LLC97,472
0.1% of portfolio›$4.7M
Plato Investment Management Ltd93,364
0.2% of portfolio›$4.5M
Signaturefd, LLC87,926
0.1% of portfolio›$4.2M
Highland Capital Management, LLC84,606
0.2% of portfolio›$4.1M
Truist Financial Corp80,738
0.0% of portfolio›$3.9M
Equitable Trust Co71,926
0.1% of portfolio›$3.5M
Mitchell Capital Management Co70,246
0.5% of portfolio›$3.4M
Choreo, LLC68,897
0.0% of portfolio›$3.3M
SBI Securities Co., Ltd.65,914
0.1% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC64,964
0.0% of portfolio›$3.1M
Atria Investments, Inc62,176
0.0% of portfolio›$3.0M
Bank Pictet & Cie (Europe) AG61,209
0.1% of portfolio›$3.0M
Wealth Alliance Advisory Group, LLC60,959
0.4% of portfolio›$2.9M
Orca Wealth Management, LLC59,317
1.7% of portfolio›$2.9M
Factory Mutual Insurance Co57,893
0.0% of portfolio›$2.8M
Cigna Investments Inc56,628
0.0% of portfolio›$2.7K
Park Avenue Securities LLC56,080
0.0% of portfolio›$2.7K
Legacy Wealth Asset Management, LLC52,066
0.5% of portfolio›$2.5M
Mitchell & Pahl Private Wealth, LLC51,110
0.9% of portfolio›$2.5M
Arga Investment Management, LP47,907
0.1% of portfolio›$2.3M
Keybank National Association47,290
0.0% of portfolio›$2.3M
Compound Planning, Inc.46,925
0.1% of portfolio›$2.3M
Allspring Global Investments Holdings, LLC45,855
0.0% of portfolio›$2.2M
Vise Technologies, Inc.45,337
0.0% of portfolio›$2.2M
Kathmere Capital Management, LLC40,369
0.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC39,109
0.0% of portfolio›$1.9M
GC Wealth Management RIA, LLC37,696
0.1% of portfolio›$1.8M
Cullinan Associates Inc36,407
0.1% of portfolio›$1.8M
Baker Ellis Asset Management LLC36,350
0.2% of portfolio›$1.7M
FCG Investment Co34,674
0.5% of portfolio›$1.7M
Cliftonlarsonallen Wealth Advisors, LLC34,177
0.0% of portfolio›$1.6M
J.Safra Asset Management Corp33,344
0.1% of portfolio›$1.6M
Oppenheimer Asset Management Inc.32,156
0.0% of portfolio›$1.5M
Bailard, Inc.31,795
0.0% of portfolio›$1.5M
Elevation Point Wealth Partners, LLC31,033
0.0% of portfolio›$1.5M
Themes Management Co LLC30,762
1.0% of portfolio›$1.5M
Chicago Trust Co NA29,175
0.2% of portfolio›$1.4M
Farther Finance Advisors, LLC28,516
0.0% of portfolio›$1.4M
Bellecapital International Ltd.27,879
0.2% of portfolio›$1.3M
Cullen T Bankers, Inc.27,159
0.0% of portfolio›$1.3M
Indivisible Partners26,754
0.1% of portfolio›$1.3M
Generali Investments CEE, investicni spolecnost, a.s.26,684
0.1% of portfolio›$1.3M
Gryphon Financial Partners LLC25,925
0.1% of portfolio›$1.2M
Henshaw Capital LLC25,815
0.0% of portfolio›$1.2M
Antipodes Partners Ltd24,604
0.0% of portfolio›$1.2M
Nilsine Partners, LLC24,441
0.1% of portfolio›$1.2M
Provenance Wealth Advisors, LLC24,309
0.1% of portfolio›$1.2M
Versant Capital Management, Inc24,041
0.1% of portfolio›$1.2M
JFS Wealth Advisors, LLC23,592
0.1% of portfolio›$1.1M
Pinnacle Associates LTD23,342
0.0% of portfolio›$1.1M
Concurrent Investment Advisors, LLC23,333
0.0% of portfolio›$1.1M
Solstein Capital, LLC22,647
0.4% of portfolio›$1.1M
U S Global Investors Inc22,300
0.1% of portfolio›$1.1M
Parallel Advisors, LLC22,136
0.0% of portfolio›$1.1M
PDS Planning, Inc20,736
0.1% of portfolio›$998.0K
HB Wealth Management, LLC20,651
0.0% of portfolio›$993.9K
Cambridge Investment Research Advisors, Inc.20,407
0.0% of portfolio›$982
Greenleaf Trust20,375
0.0% of portfolio›$980.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,250
0.0% of portfolio›$974.6K
Pavaki Capital Management LLC19,000
0.3% of portfolio›$915.9K
Kestra Private Wealth Services, LLC18,866
0.0% of portfolio›$908.0K
Net Worth Advisory Group18,224
0.2% of portfolio›$866.9K
Ascent Group, LLC18,029
0.0% of portfolio›$867.7K
Massachusetts Wealth Management17,330
0.3% of portfolio›$834.1K
Abacus Wealth Partners, LLC16,895
0.1% of portfolio›$813.2K
Blue Trust, Inc.16,627
0.0% of portfolio›$800.2K
Impact Capital Partners LLC16,283
0.2% of portfolio›$783.7K
Citizens Financial Group Inc16,033
0.0% of portfolio›$771.7K
Sagespring Wealth Partners, LLC16,000
0.0% of portfolio›$770.1K
Gateway Investment Advisers LLC15,192
0.0% of portfolio›$731.2K
Oslo Pensjonsforsikring AS14,896
0.1% of portfolio›$718.9K
Valeo Financial Advisors, LLC14,728
0.0% of portfolio›$708.9K
Sage Rhino Capital LLC14,029
0.1% of portfolio›$675.2K
swisspartners Advisors Ltd14,000
0.4% of portfolio›$675.0K
Aprio Wealth Management, LLC13,911
0.0% of portfolio›$669.5K
EverSource Wealth Advisors, LLC13,902
0.0% of portfolio›$669.1K
Pinnacle Wealth Planning Services, Inc.13,525
0.1% of portfolio›$651.0K
Summit Global Investments13,021
0.0% of portfolio›$627
SAX Wealth Advisors, LLC12,794
0.0% of portfolio›$615.8K
Trust Point Inc.12,735
0.0% of portfolio›$612.9K
Davenport & Co LLC12,512
0.0% of portfolio›$602.2K
MGO One Seven LLC12,409
0.0% of portfolio›$597.3K
Beverly Hills Private Wealth, LLC12,373
0.1% of portfolio›$595.5K
Axxion S.A.12,134
0.0% of portfolio›$585.6K
Leuthold Group, LLC11,983
0.1% of portfolio›$576.7K
Diversify Advisory Services, LLC11,967
0.0% of portfolio›$571.8K
Diversify Wealth Management, LLC11,967
0.0% of portfolio›$571.8K
D.A. Davidson & Co.11,937
0.0% of portfolio›$574.5K
Plimoth Trust Co LLC11,131
0.1% of portfolio›$535.7K
Mission Wealth Management, LP11,083
0.0% of portfolio›$533.4K
Kestra Advisory Services, LLC11,050
0.0% of portfolio›$531.9K
Lido Advisors, LLC11,001
0.0% of portfolio›$529.5K
M.E. Allison & Co., Inc.10,560
0.3% of portfolio›$508.3K
Marks Group Wealth Management, Inc10,535
0.0% of portfolio›$507.1K
B. Riley Wealth Advisors, Inc.10,387
0.0% of portfolio›$499.9K
Anchyra Partners LLC10,297
0.1% of portfolio›$495.6K
Aaron Wealth Advisors LLC10,189
0.0% of portfolio›$490.4K
Studio Investment Management LLC10,150
0.1% of portfolio›$488.5K
D'Orazio & Associates, Inc.10,112
0.1% of portfolio›$486.7K
Mather Group, Llc.9,947
0.0% of portfolio›$478.8K
LVW Advisors, LLC9,337
0.0% of portfolio›$449.4K
Adell Harriman & Carpenter Inc9,315
0.0% of portfolio›$448.4K
Florida Trust Wealth Management Co9,292
0.0% of portfolio›$447.2K
PUREfi Wealth, LLC9,194
0.2% of portfolio›$442.5K
Greenspring Advisors, LLC9,050
0.0% of portfolio›$435.6K
Credit Capital Investments LLC9,000
0.3% of portfolio›$433.2K
1900 Wealth Management LLC8,958
0.0% of portfolio›$431.1K
Exchange Traded Concepts, LLC8,917
0.0% of portfolio›$429.2K
Focused Alpha, LLC8,892
0.1% of portfolio›$428.0K
Compton Wealth Advisory Group, LLC8,780
0.1% of portfolio›$417.7K
Five Oceans Advisors8,767
0.2% of portfolio›$422.0K
Westover Capital Advisors, LLC8,702
0.1% of portfolio›$418.8K
Portside Wealth Group, LLC8,648
0.0% of portfolio›$416.2K
Wedmont Private Capital8,551
0.0% of portfolio›$402.4K
55 North Private Wealth, LLC8,444
0.1% of portfolio›$406.4K
Yousif Capital Management, LLC8,439
0.0% of portfolio›$406.2K
Avior Wealth Management, LLC8,421
0.0% of portfolio›$405.3K
Athena Wealth Management, LLC8,295
0.3% of portfolio›$399.2K
Perigon Wealth Management, LLC8,090
0.0% of portfolio›$389.4K
Brighton Jones LLC8,044
0.0% of portfolio›$387.2K
Traphagen Investment Advisors LLC8,042
0.0% of portfolio›$387.1K
Investors Research Corp8,036
0.1% of portfolio›$386.8K
Traveka Wealth, LLC7,878
0.1% of portfolio›$379.2K
Gibbs Wealth Management7,828
0.0% of portfolio›$376.8K
Simplicity Wealth,LLC7,674
0.0% of portfolio›$369.3K
Oppenheimer & Co Inc7,481
0.0% of portfolio›$360.1K
Soltis Investment Advisors LLC7,437
0.0% of portfolio›$357.9K
Private Trust Co NA7,270
0.0% of portfolio›$352.6K
Cromwell Holdings LLC7,242
0.2% of portfolio›$348.6K
Gallacher Capital Management LLC7,057
0.3% of portfolio›$339.7K
Intesa Sanpaolo Wealth Management6,984
0.1% of portfolio›$337.1K
Lanark Financial, Inc.6,962
0.0% of portfolio›$335.1K
Ninety One SA (PTY) Ltd6,895
0.0% of portfolio›$332.7K
Chicago Partners Investment Group LLC6,839
0.0% of portfolio›$317.1K
Angeles Wealth Management, LLC6,828
0.0% of portfolio›$328.6K
Columbia Asset Management6,798
0.1% of portfolio›$327.2K
Seven Mile Advisory6,737
0.2% of portfolio›$324.3K
Riversedge Advisors, LLC6,729
0.0% of portfolio›$323.9K
Centurion Wealth Management LLC6,539
0.1% of portfolio›$314.7K
Seed Wealth Management, Inc.6,460
0.2% of portfolio›$310.9K
Caitong International Asset Management Co., Ltd6,435
0.0% of portfolio›$309.7K
Titleist Asset Management, LLC6,346
0.0% of portfolio›$305.5K
Crestwood Advisors Group, LLC6,299
0.0% of portfolio›$303.2K
Foster Group, Inc.6,196
0.0% of portfolio›$298.2K
Apollon Wealth Management, LLC6,187
0.0% of portfolio›$297.8K
First City Capital Management, Inc.6,116
0.1% of portfolio›$294.4K
Granite Group Advisors, LLC6,104
0.2% of portfolio›$293.8K
Kingswood Wealth Advisors, LLC6,029
0.0% of portfolio›$290.2K
Ejmk Ventures LLC5,999
0.1% of portfolio›$288.7K
Facet Wealth, Inc.5,974
0.0% of portfolio›$287.5K
Moneco Advisors, LLC5,840
0.0% of portfolio›$281.1K
Sunpointe, LLC5,785
0.1% of portfolio›$278.4K
Pictet Bank & Trust Ltd5,758
0.3% of portfolio›$277.8K
Focus Financial Network, Inc.5,728
0.0% of portfolio›$275.7K
Prime Capital Investment Advisors, LLC5,684
0.0% of portfolio›$273.6K
Welch & Forbes LLC5,660
0.0% of portfolio›$272.4K
Knights of Columbus Asset Advisors LLC5,653
0.0% of portfolio›$272.1K
Aire Advisors, LLC5,647
0.0% of portfolio›$271.8K
Brucke Financial, Inc.5,471
0.1% of portfolio›$263.3K
Ashton Thomas Private Wealth, LLC5,438
0.0% of portfolio›$261.7K
SYM Financial Corp5,384
0.0% of portfolio›$259.1K
Interchange Capital Partners, LLC5,374
0.0% of portfolio›$258.7K
Dynamic Advisor Solutions LLC5,300
0.0% of portfolio›$255.1K
Norden Group LLC5,037
0.0% of portfolio›$242.4K
Syverson Strege & Co5,006
0.1% of portfolio›$240.9K
Madson Wealth Advisors Inc5,000
0.2% of portfolio›$240.7K
Sowell Financial Services LLC4,945
0.0% of portfolio›$238.0K
Financial Perspectives, Inc4,894
0.1% of portfolio›$235.5K
J.W. Cole Advisors, Inc.4,848
0.0% of portfolio›$233.3K
Wedbush Securities Inc4,825
0.0% of portfolio›$232
Capital Investment Advisors, LLC4,807
0.0% of portfolio›$231.4K
Independence Bank of Kentucky4,766
0.0% of portfolio›$229.4K
Fiduciary Financial Group, LLC4,702
0.0% of portfolio›$226.3K
HUB Investment Partners, LLC4,582
0.0% of portfolio›$220.5K
Turtle Creek Wealth Advisors, LLC4,570
0.0% of portfolio›$220.0K
AlphaCore Capital LLC4,532
0.0% of portfolio›$218.1K
Klingman & Associates, LLC4,513
0.0% of portfolio›$217.2K
Midwest Trust Co4,510
0.0% of portfolio›$217.1K
Warren Street Wealth Advisors, LLC4,454
0.0% of portfolio›$214.4K
Axxcess Wealth Management, LLC4,452
0.0% of portfolio›$214.3K
Hilltop National Bank4,436
0.0% of portfolio›$213.5K
Venture Visionary Partners LLC4,415
0.0% of portfolio›$212.5K
Xponance LLC4,382
0.0% of portfolio›$210.9K
MassMutual Private Wealth & Trust, FSB4,375
0.0% of portfolio›$210.6K
Aspiriant, LLC4,326
0.0% of portfolio›$208.2K
Sovran Advisors, LLC4,320
0.0% of portfolio›$207.9K
Verdence Capital Advisors LLC4,271
0.0% of portfolio›$205.6K
Brookstone Capital Management4,258
0.0% of portfolio›$204.9K
Avidian Wealth Enterprises, LLC4,176
0.0% of portfolio›$201.0K
Rosenberg Matthew Hamilton4,001
0.0% of portfolio›$192.6K
Root Financial Partners, LLC3,344
0.0% of portfolio›$160.9K
Golden State Wealth Management, LLC3,212
0.0% of portfolio›$154.6K
IFP Advisors, Inc3,211
0.0% of portfolio›$154.5K
Larson Financial Group LLC3,035
0.0% of portfolio›$146.1K
Creative Financial Designs Inc2,909
0.0% of portfolio›$140.0K
Miller Global Investments, LLC2,758
0.1% of portfolio›$132.7K
Owl Creek Wealth Partners LLC2,717
0.0% of portfolio›$130.8K
Parkside Financial Bank & Trust2,245
0.0% of portfolio›$108.1K
Westside Investment Management, Inc.2,095
0.0% of portfolio›$100.0K
Gamma Investing LLC2,014
0.0% of portfolio›$96.9K
Mountain Hill Investment Partners Corp.2,000
0.1% of portfolio›$96.3K
Silver Grove Financial Group, Inc.1,964
0.0% of portfolio›$94.5K
James T. Borello RIA1,862
0.0% of portfolio›$89.6K
Berbice Capital Management LLC1,700
0.1% of portfolio›$143.0K
Nisa Investment Advisors, LLC1,690
0.0% of portfolio›$81.3K
Salomon & Ludwin, LLC1,657
0.0% of portfolio›$79.8K
TD Private Client Wealth LLC1,642
0.0% of portfolio›$79.0K
Nfsg Corp1,425
0.0% of portfolio›$68.6K
Ares Financial Consulting, LLC1,386
0.0% of portfolio›$66.7K
Wilmington Savings Fund Society, FSB1,348
0.0% of portfolio›$64.9K
Cassaday & Co Wealth Management LLC1,325
0.0% of portfolio›$63.8K
Cape Investment Advisory, Inc.1,271
0.0% of portfolio›$61.2K
Private Wealth Management Group, LLC1,268
0.0% of portfolio›$61.0K
True Wealth Design, LLC1,061
0.0% of portfolio›$51.1K
SJS Investment Consulting Inc.1,044
0.0% of portfolio›$50.2K
Fairscale Capital, LLC969
0.0% of portfolio›$46.2K
KFG LLC946
0.0% of portfolio›$45.5K
Financial Consulate, Inc940
0.0% of portfolio›$45.2K
Bayforest Capital Ltd886
0.1% of portfolio›$42.6K
Activest Wealth Management836
0.0% of portfolio›$40.3K
West Financial Advisors, LLC801
0.0% of portfolio›$38.6K
Key FInancial Inc773
0.0% of portfolio›$37.2K
V-Square Quantitative Management LLC730
0.0% of portfolio›$35.1K
Flagship Wealth Advisors, LLC700
0.0% of portfolio›$33.7K
First Bancorp, Inc647
0.0% of portfolio›$31.1K
Clean Yield Group591
0.0% of portfolio›$28.4K
Highline Wealth Partners LLC542
0.0% of portfolio›$26.1K
Triumph Capital Management527
0.0% of portfolio›$25.4K
Gables Capital Management Inc.500
0.0% of portfolio›$24.1K
Bank of New Hampshire500
0.0% of portfolio›$24.1K
Acumen Wealth Advisors, LLC487
0.0% of portfolio›$23.4K
Bare Financial Services, Inc434
0.0% of portfolio›$20.9K
CX Institutional424
0.0% of portfolio›$20
Elyxium Wealth, LLC417
0.0% of portfolio›$20.1K
Bell Investment Advisors, Inc390
0.0% of portfolio›$18.8K
Bullock Wealth Management Group383
0.0% of portfolio›$18.2K
Grove Bank & Trust363
0.0% of portfolio›$17.5K
CoreCap Advisors, LLC343
0.0% of portfolio›$16.5K
Hanson & Doremus Investment Management339
0.0% of portfolio›$16
Spire Wealth Management322
0.0% of portfolio›$15.5K
Sterling Capital Management LLC314
0.0% of portfolio›$15.1K
Physician Wealth Advisors, Inc.300
0.0% of portfolio›$14.4K
City State Bank267
0.0% of portfolio›$12.9K
Elevation Wealth Partners, LLC261
0.0% of portfolio›$12.6K
Ascentis Wealth Management, LLC258
0.0% of portfolio›$12.4K
Main Street Group, LTD242
0.0% of portfolio›$11.6K
Retirement Wealth Solutions LLC240
0.0% of portfolio›$11.6K
Montag A & Associates Inc228
0.0% of portfolio›$11.0K
Signature Equity Partners, LLC222
0.0% of portfolio›$10.7K
Financial Management Professionals, Inc.214
0.0% of portfolio›$10.3K
Roxbury Financial LLC208
0.0% of portfolio›$10.0K
Canton Hathaway, LLC185
0.0% of portfolio›$8.9K
Manchester Capital Management LLC183
0.0% of portfolio›$8.8K
Arlington Trust Co LLC180
0.0% of portfolio›$8.7K
Rakuten Securities, Inc.176
0.0% of portfolio›$8.5K
Atlantic Edge Private Wealth Management, LLC175
0.0% of portfolio›$8.4K
American Capital Advisory, LLC174
0.0% of portfolio›$8.4K
Abound Wealth Management173
0.0% of portfolio›$8.3K
MV Capital Management, Inc.157
0.0% of portfolio›$7.6K
Pinnacle Bancorp, Inc.146
0.0% of portfolio›$7.0K
Harbor Investment Advisory, LLC146
0.0% of portfolio›$7.0K
North Star Investment Management Corp.141
0.0% of portfolio›$6.8K
City Holding Co140
0.0% of portfolio›$6.7K
Essential Partners LLC131
0.0% of portfolio›$6.3K
Creative Capital Management Investments LLC130
0.0% of portfolio›$6.3K
Rossby Financial, LCC129
0.0% of portfolio›$6.2K
Tounjian Advisory Partners, LLC116
0.0% of portfolio›$5.6K
Markowski Investments115
0.0% of portfolio›$5.5K
Planning Strategies Inc.111
0.0% of portfolio›$5.3K
Thurston, Springer, Miller, Herd & Titak, Inc.108
0.0% of portfolio›$5.2K
Key Capital Management, Inc103
0.0% of portfolio›$5.0K
Next Level Wealth Planning, LLC100
0.0% of portfolio›$4.8K
Kozak & Associates, Inc.96
0.0% of portfolio›$4.5K
Balance Wealth Partners LLC87
0.0% of portfolio›$4.2K
West Paces Advisors Inc.85
0.0% of portfolio›$4.1K
Gleason Group, Inc.80
0.0% of portfolio›$3.9K
Oakworth Capital, Inc.79
0.0% of portfolio›$3.8K
Pittenger & Anderson Inc77
0.0% of portfolio›$3.7K
First Pacific Financial77
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC74
0.0% of portfolio›$3.6K
Breakwater Investment Management69
0.0% of portfolio›$3.3K
Fairway Wealth LLC69
0.0% of portfolio›$3.3K
GHP Investment Advisors, Inc.67
0.0% of portfolio›$3.2K
Avion Wealth65
0.0% of portfolio›$3
Ascentis Independent Advisors60
0.0% of portfolio›$2.9K
GK Wealth Management LLC60
0.0% of portfolio›$2.9K
Burk Holdings LLC59
0.0% of portfolio›$2.8K
Monetary Solutions, Ltd53
0.0% of portfolio›$2.6K
Financial Network Wealth Advisors LLC51
0.0% of portfolio›$2.5K
Meriwether Wealth & Planning, LLC43
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC42
0.0% of portfolio›$2.0K
Advocate Investing Services LLC40
0.0% of portfolio›$1.9K
Downshift Financial, LLC39
0.0% of portfolio›$1.9K
Armstrong Advisory Group, Inc38
0.0% of portfolio›$1.8K
Country Trust Bank35
0.0% of portfolio›$1.7K
Brown, Lisle Ings, Inc.35
0.0% of portfolio›$1.7K
Asset Dedication, LLC31
0.0% of portfolio›$1.5K
Godsey & Gibb, Inc30
0.0% of portfolio›$1.4K
Noble Wealth Management PBC26
0.0% of portfolio›$1.3K
Nvest Wealth Strategies, Inc.18
0.0% of portfolio›$868
Buck Wealth Strategies, LLC16
0.0% of portfolio›$770
Center for Financial Planning, Inc.15
0.0% of portfolio›$721
Beacon Investment Advisory Services, Inc.13
0.0% of portfolio›$626
Gilpin Wealth Management, LLC11
0.0% of portfolio›$530
Nemes Rush Group LLC11
0.0% of portfolio›$529
Decker Retirement Planning Inc.8
0.0% of portfolio›$384
Covestor Ltd8
0.0% of portfolio›$0
Mosley Wealth Management6
0.0% of portfolio›$287
StrongBox Wealth, LLC5
0.0% of portfolio›$241
Midwest Capital Advisors, LLC4
0.0% of portfolio›$193
Kingdom Financial Group Llc.1
0.0% of portfolio›$33
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
37,540,956$1.8B1.7%GrowthMediumCarouge, Switzerland2026-11-03
Assenagon Asset Management S.A.
23,716,879$1.1B1.1%GrowthHighSenningerberg, Netherlands2026-10-15
Pzena Investment Management LLC
15,322,845$617.4M1.8%Deep ValueMediumNew York, NY2026-10-30
Vontobel Holding Ltd.
14,471,691$697.8M2.5%CoreMediumZurich, Switzerland2026-10-16
Ninety One UK Ltd
7,469,509$360.4M0.8%CoreMediumLondon, United Kingdom2026-10-15
Bank of New York Mellon Corp
7,010,144$337.4M0.1%CoreLowNew York, NY2026-11-05
Citigroup Inc
6,932,349$334.5M0.1%CoreMediumNew York, NY2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
5,685,219$274.3M0.7%GrowthMediumZurich, Switzerland2026-10-29
DekaBank Deutsche Girozentrale
5,431,220$262.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Compagnie Lombard Odier SCmA
5,180,914$250.0M2.6%GrowthMedium1204 Geneva, Switzerland2026-11-04
M&G Plc
5,015,792$240.1M1.2%CoreMediumLondon, United Kingdom2026-11-04
Dimensional Fund Advisors LP
4,963,006$238.9M0.0%IndexLowAustin, TX2026-11-04
Border to Coast Pensions Partnership Ltd
2,510,000$120.9K0.0%GrowthLowLeeds, United Kingdom2026-10-09
ASR Vermogensbeheer N.V.
2,344,389$113.1M1.1%CoreLowUtrecht, Philippines2026-10-16
Generali Asset Management SPA SGR
2,207,465$88.9M1.6%CoreLowTrieste, Latvia2026-10-26
Banque Pictet & CIE SA
1,771,707$85.5M0.6%CoreMediumGeneva 73, Switzerland2026-10-16
SEB Asset Management AB
1,246,986$60.2M0.2%CoreN/AStockholm, Sweden2026-11-04
Crocodile Capital Partners GmbH
1,170,000$56.3M35.2%Deep ValueMediumUrsensollen, Hong Kong2026-10-09
J. Safra Sarasin Holding AG
1,072,775$41.7M0.6%CoreMediumBasel, Switzerland2026-10-26
MacKenzie Financial Corp
946,487$45.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Thrivent Financial for Lutherans
857,863$41.4K0.0%GARPMediumMinneapolis, MN2026-11-05
GAM Holding AG
773,760$37.3M3.1%CoreMediumZurich, Switzerland2026-11-03
Systrade AG
705,200$33.9M17.2%ValueMediumVaduz, Nigeria2026-10-09
Channing Global Advisors, LLC
657,342$31.7M16.7%CoreMediumFort Lauderdale, FL2026-11-03
Levin Capital Strategies, L.P.
609,818$29.4M2.1%ValueMediumNew York, NY2026-11-02
Pictet North America Advisors SA
513,916$24.8M2.1%GARPMediumGeneva 73, Switzerland2026-10-21
Creative Planning
500,376$24.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Haven Global Partners, LLC
300,639$14.5M12.9%Deep ValueMediumAtlanta, GA2026-10-13
Henry James International Management Inc.
272,328$13.1M4.0%GARPLowNew York, NY2026-10-14
Evergreen Capital Management LLC
268,711$12.9M0.2%GARPMediumBellevue, WA2026-10-23
Ethic Inc.
261,240$12.6M0.1%CoreLowNew York, NY2026-11-03
Contravisory Investment Management, Inc.
249,751$12.0M2.2%MomentumHighNorwell, MA2026-10-13
TD Waterhouse Canada Inc.
231,239$10.9M0.0%CoreLowToronto, Australia2026-10-16
Crossmark Global Holdings, Inc.
214,957$10.3M0.1%GARPMediumHouston, TX2026-10-21
Value Partners Investments Inc.
213,892$10.3M0.7%ValueMediumWinnipeg, Argentina2026-10-19
Assetmark, Inc
153,467$7.4M0.0%ETFLowConcord, CA2026-10-21
Inspire Trust Co, N.A.
149,000$7.2M0.9%ValueLowReno, NV2026-11-05
US Bancorp \de\
144,526$7.0M0.0%IndexLowMinneapolis, MN2026-11-05
DE Burlo Group Inc
141,300$6.8M1.2%GrowthHighBoston, MA2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
136,384$6.6M0.2%GrowthLowLjubljana, Andorra2026-10-22
Helios Capital Management Pte. LTD
136,000$6.6M7.1%ValueLowSingapore, Turkey2026-10-14
Triasima Portfolio Management inc.
135,373$6.5M0.9%MomentumHighMontreal, Austria2026-10-15
CenterBook Partners LP
132,936$6.4M0.3%ValueVery HighGreenwich, CT2026-11-02
Quadrant Capital Group LLC
127,127$6.1M0.2%CoreLowCincinnati, OH2026-10-20
Gradient Investments LLC
119,345$5.7M0.1%CoreMediumArden Hills, MN2026-10-08
Ninety One North America, Inc.
117,577$5.7M0.3%CoreMediumNew York, NY2026-10-15
111 Capital
112,116$5.4M0.8%CoreVery HighParis, India2026-11-03
Fideuram Asset Management (Ireland) dac
111,874$4.8M0.1%CoreHighDublin 1, Lithuania2026-10-29
Calamos Wealth Management LLC
97,472$4.7M0.1%GrowthMediumNaperville, IL2026-11-02
Plato Investment Management Ltd
93,364$4.5M0.2%CoreLowSydney, China2026-11-05
Signaturefd, LLC
87,926$4.2M0.1%IndexLowAtlanta, GA2026-10-23
Highland Capital Management, LLC
84,606$4.1M0.2%GrowthMediumMemphis, TN2026-10-26
Truist Financial Corp
80,738$3.9M0.0%CoreLowCharlotte, NC2026-10-30
Equitable Trust Co
71,926$3.5M0.1%CoreLowNashville, TN2026-10-13
Mitchell Capital Management Co
70,246$3.4M0.5%MomentumMediumLeawood, KS2026-10-29
Choreo, LLC
68,897$3.3M0.0%IndexLowRockford, IL2026-10-28
SBI Securities Co., Ltd.
65,914$3.2M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Wealth Enhancement Advisory Services, LLC
64,964$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Atria Investments, Inc
62,176$3.0M0.0%CoreMediumCharlotte, NC2026-10-15
Bank Pictet & Cie (Europe) AG
61,209$3.0M0.1%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Wealth Alliance Advisory Group, LLC
60,959$2.9M0.4%CoreLowWichita, KS2026-10-14
Orca Wealth Management, LLC
59,317$2.9M1.7%GARPLowNew Port Richey, FL2026-10-14
Factory Mutual Insurance Co
57,893$2.8M0.0%GrowthLowWaltham, MA2026-10-30
Cigna Investments Inc
56,628$2.7K0.0%CoreVery LowBloomfield, CT2026-10-19
Park Avenue Securities LLC
56,080$2.7K0.0%ETFMediumNew York, NY2026-10-26
Legacy Wealth Asset Management, LLC
52,066$2.5M0.5%GARPMediumWoodbury, MN2026-10-09
Mitchell & Pahl Private Wealth, LLC
51,110$2.5M0.9%CoreVery LowOklahoma City, OK2026-10-14
Arga Investment Management, LP
47,907$2.3M0.1%Deep ValueHighMiami, FL2026-10-30
Keybank National Association
47,290$2.3M0.0%CoreLowBrooklyn, OH2026-11-04
Compound Planning, Inc.
46,925$2.3M0.1%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
45,855$2.2M0.0%CoreMediumCharlotte, NC2026-11-04
Vise Technologies, Inc.
45,337$2.2M0.0%IndexLowNew York, NY2026-10-29
Kathmere Capital Management, LLC
40,369$1.9M0.1%ETFLowWayne, PA2026-10-20
Commonwealth Equity Services, LLC
39,109$1.9M0.0%ETFLowWaltham, MA2026-11-02
GC Wealth Management RIA, LLC
37,696$1.8M0.1%GrowthMediumCambridge, MA2026-11-02
Cullinan Associates Inc
36,407$1.8M0.1%CoreLowLouisville, KY2026-11-03
Baker Ellis Asset Management LLC
36,350$1.7M0.2%GARPVery LowVancouver, WA2026-10-14
FCG Investment Co
34,674$1.7M0.5%GrowthHighGermantown, TN2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
34,177$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
J.Safra Asset Management Corp
33,344$1.6M0.1%ETFLowNew York, NY2026-11-03
Oppenheimer Asset Management Inc.
32,156$1.5M0.0%CoreMediumNew York, NY2026-10-27
Bailard, Inc.
31,795$1.5M0.0%GrowthMediumFoster City, CA2026-10-13
Elevation Point Wealth Partners, LLC
31,033$1.5M0.0%CoreHighDenver, CO2026-11-05
Themes Management Co LLC
30,762$1.5M1.0%GARPMediumGreenwich, CT2026-10-29
Chicago Trust Co NA
29,175$1.4M0.2%CoreLowGrayslake, IL2026-10-28
Farther Finance Advisors, LLC
28,516$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Bellecapital International Ltd.
27,879$1.3M0.2%GrowthMediumZurich, Switzerland2026-10-21
Cullen T Bankers, Inc.
27,159$1.3M0.0%GrowthLowSan Antonio, TX2026-10-28
Indivisible Partners
26,754$1.3M0.1%GrowthMediumClearwater, FL2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
26,684$1.3M0.1%CoreLowPrague, Bahrain2026-10-15
Gryphon Financial Partners LLC
25,925$1.2M0.1%IndexLowColumbus, OH2026-11-04
Henshaw Capital LLC
25,815$1.2M0.0%GrowthVery LowWoburn, MA2026-11-03
Antipodes Partners Ltd
24,604$1.2M0.0%ValueHighRoyal Exchange, China2026-11-05
Nilsine Partners, LLC
24,441$1.2M0.1%CoreMediumGreenwood Village, CO2026-11-02
Provenance Wealth Advisors, LLC
24,309$1.2M0.1%ETFLowFort Lauderdale, FL2026-10-30
Versant Capital Management, Inc
24,041$1.2M0.1%GARPLowPhoenix, AZ2026-10-02
JFS Wealth Advisors, LLC
23,592$1.1M0.1%ETFVery LowHermitage, PA2026-11-03
Pinnacle Associates LTD
23,342$1.1M0.0%CoreLowNew York, NY2026-10-20
Concurrent Investment Advisors, LLC
23,333$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Solstein Capital, LLC
22,647$1.1M0.4%CoreLowMenlo Park, CA2026-11-02
U S Global Investors Inc
22,300$1.1M0.1%GARPMediumSan Antonio, TX2026-10-22
Parallel Advisors, LLC
22,136$1.1M0.0%IndexLowSan Francisco, CA2026-11-03
PDS Planning, Inc
20,736$998.0K0.1%IndexVery LowDublin, OH2026-11-03
HB Wealth Management, LLC
20,651$993.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
20,407$9820.0%ETFLowFairfield, IA2026-11-02
Greenleaf Trust
20,375$980.6K0.0%CoreLowKalamazoo, MI2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
20,250$974.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Pavaki Capital Management LLC
19,000$915.9K0.3%GARPMediumPueblo, CO2026-10-26
Kestra Private Wealth Services, LLC
18,866$908.0K0.0%GrowthLowAustin, TX2026-10-30
Net Worth Advisory Group
18,224$866.9K0.2%GARPMediumSandy, UT2026-10-20
Ascent Group, LLC
18,029$867.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Massachusetts Wealth Management
17,330$834.1K0.3%CoreLowNorth Andover, MA2026-10-21
Abacus Wealth Partners, LLC
16,895$813.2K0.1%ETFLowSanta Monica, CA2026-11-03
Blue Trust, Inc.
16,627$800.2K0.0%ETFLowBrentwood, TN2026-10-15
Impact Capital Partners LLC
16,283$783.7K0.2%GrowthLowGreenwood Village, CO2026-10-22
Citizens Financial Group Inc
16,033$771.7K0.0%GrowthLowProvidence, RI2026-10-23
Sagespring Wealth Partners, LLC
16,000$770.1K0.0%ETFLowFranklin, TN2026-10-22
Gateway Investment Advisers LLC
15,192$731.2K0.0%GrowthLowCincinnati, OH2026-10-13
Oslo Pensjonsforsikring AS
14,896$718.9K0.1%ValueLowOslo, Norway2026-10-15
Valeo Financial Advisors, LLC
14,728$708.9K0.0%ETFLowCarmel, IN2026-10-08
Sage Rhino Capital LLC
14,029$675.2K0.1%ETFLowMenlo Park, CA2026-10-28
swisspartners Advisors Ltd
14,000$675.0K0.4%YieldVery LowZurich, Switzerland2026-11-05
Aprio Wealth Management, LLC
13,911$669.5K0.0%ETFMediumAtlanta, GA2026-10-28
EverSource Wealth Advisors, LLC
13,902$669.1K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
13,525$651.0K0.1%GARPLowMansfield, OH2026-10-27
Summit Global Investments
13,021$6270.0%CoreMediumBountiful, UT2026-10-28
SAX Wealth Advisors, LLC
12,794$615.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Trust Point Inc.
12,735$612.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Davenport & Co LLC
12,512$602.2K0.0%CoreMediumRichmond, VA2026-10-14
MGO One Seven LLC
12,409$597.3K0.0%GrowthLowBeachwood, OH2026-10-28
Beverly Hills Private Wealth, LLC
12,373$595.5K0.1%ValueMediumBeverly Hills, CA2026-11-04
Axxion S.A.
12,134$585.6K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Leuthold Group, LLC
11,983$576.7K0.1%ValueMediumMinneapolis, MN2026-11-04
Diversify Advisory Services, LLC
11,967$571.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
11,967$571.8K0.0%GrowthMediumSandy, UT2026-10-20
D.A. Davidson & Co.
11,937$574.5K0.0%CoreLowGreat Falls, MT2026-10-28
Plimoth Trust Co LLC
11,131$535.7K0.1%CoreLowSwansea, MA2026-10-26
Mission Wealth Management, LP
11,083$533.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Kestra Advisory Services, LLC
11,050$531.9K0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
11,001$529.5K0.0%GrowthLowLos Angeles, CA2026-11-04
M.E. Allison & Co., Inc.
10,560$508.3K0.3%CoreLowSan Antonio, TX2026-10-09
Marks Group Wealth Management, Inc
10,535$507.1K0.0%CoreMediumMinnetonka, MN2026-11-05
B. Riley Wealth Advisors, Inc.
10,387$499.9K0.0%GrowthLowMemphis, TN2026-10-13
Anchyra Partners LLC
10,297$495.6K0.1%CoreLowAtlanta, GA2026-10-13
Aaron Wealth Advisors LLC
10,189$490.4K0.0%GrowthMediumChicago, IL2026-10-13
Studio Investment Management LLC
10,150$488.5K0.1%ETFLowChicago, IL2026-10-22
D'Orazio & Associates, Inc.
10,112$486.7K0.1%ETFLowVienna, VA2026-11-04
Mather Group, Llc.
9,947$478.8K0.0%ETFMediumChicago, IL2026-10-14
LVW Advisors, LLC
9,337$449.4K0.0%CoreMediumPittsford, NY2026-10-19
Adell Harriman & Carpenter Inc
9,315$448.4K0.0%GrowthVery LowHouston, TX2026-11-02
Florida Trust Wealth Management Co
9,292$447.2K0.0%CoreVery LowSanibel, FL2026-11-05
PUREfi Wealth, LLC
9,194$442.5K0.2%GrowthMediumBoston, MA2026-10-19
Greenspring Advisors, LLC
9,050$435.6K0.0%ETFVery LowTowson, MD2026-11-05
Credit Capital Investments LLC
9,000$433.2K0.3%GARPLowLivingston, NJ2026-10-22
1900 Wealth Management LLC
8,958$431.1K0.0%ETFLowSan Antonio, TX2026-10-13
Exchange Traded Concepts, LLC
8,917$429.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Focused Alpha, LLC
8,892$428.0K0.1%CoreMediumDenver, CO2026-10-20
Compton Wealth Advisory Group, LLC
8,780$417.7K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Five Oceans Advisors
8,767$422.0K0.2%ETFVery LowCarlsbad, CA2026-10-22
Westover Capital Advisors, LLC
8,702$418.8K0.1%MomentumLowWilmington, DE2026-10-26
Portside Wealth Group, LLC
8,648$416.2K0.0%CoreMediumProvo, UT2026-10-20
Wedmont Private Capital
8,551$402.4K0.0%IndexVery LowWest Chester, PA2026-10-09
55 North Private Wealth, LLC
8,444$406.4K0.1%ETFLowWinter Park, FL2026-10-20
Yousif Capital Management, LLC
8,439$406.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Avior Wealth Management, LLC
8,421$405.3K0.0%ETFMediumOmaha, NE2026-10-13
Athena Wealth Management, LLC
8,295$399.2K0.3%GARPMediumReno, NV2026-10-09
Perigon Wealth Management, LLC
8,090$389.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Brighton Jones LLC
8,044$387.2K0.0%CoreVery LowSeattle, WA2026-11-03
Traphagen Investment Advisors LLC
8,042$387.1K0.0%ETFLowOradell, NJ2026-10-14
Investors Research Corp
8,036$386.8K0.1%ETFLowAtlanta, GA2026-10-07
Traveka Wealth, LLC
7,878$379.2K0.1%ETFLowLos Altos, CA2026-10-19
Gibbs Wealth Management
7,828$376.8K0.0%CoreLowAlpharetta, GA2026-10-22
Simplicity Wealth,LLC
7,674$369.3K0.0%ETFLowSummit, NJ2026-10-23
Oppenheimer & Co Inc
7,481$360.1K0.0%CoreLowNew York, NY2026-10-26
Soltis Investment Advisors LLC
7,437$357.9K0.0%CoreMediumSt. George, UT2026-10-28
Private Trust Co NA
7,270$352.6K0.0%CoreLowCleveland, OH2026-10-20
Cromwell Holdings LLC
7,242$348.6K0.2%IndexLowJackson, WY2026-10-28
Gallacher Capital Management LLC
7,057$339.7K0.3%ValueMediumLone Tree, CO2026-10-30
Intesa Sanpaolo Wealth Management
6,984$337.1K0.1%GrowthMediumLuxembourg, Netherlands2026-10-28
Lanark Financial, Inc.
6,962$335.1K0.0%CoreMediumBirmingham, AL2026-10-26
Ninety One SA (PTY) Ltd
6,895$332.7K0.0%YieldMediumCape Town, Thailand2026-10-15
Chicago Partners Investment Group LLC
6,839$317.1K0.0%GARPLowChicago, IL2026-10-27
Angeles Wealth Management, LLC
6,828$328.6K0.0%ETFLowSanta Monica, CA2026-10-26
Columbia Asset Management
6,798$327.2K0.1%CoreLowAnn Arbor, MI2026-10-19
Seven Mile Advisory
6,737$324.3K0.2%GrowthLowTallahassee, FL2026-10-22
Riversedge Advisors, LLC
6,729$323.9K0.0%ETFMediumWilmington, DE2026-10-09
Centurion Wealth Management LLC
6,539$314.7K0.1%ETFMediumMclean, VA2026-10-13
Seed Wealth Management, Inc.
6,460$310.9K0.2%ETFMediumEvanston, IL2026-10-20
Caitong International Asset Management Co., Ltd
6,435$309.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Titleist Asset Management, LLC
6,346$305.5K0.0%ETFLowSan Antonio, TX2026-10-08
Crestwood Advisors Group, LLC
6,299$303.2K0.0%GrowthLowBoston, MA2026-10-27
Foster Group, Inc.
6,196$298.2K0.0%ETFVery LowUrbandale, IA2026-10-13
Apollon Wealth Management, LLC
6,187$297.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
First City Capital Management, Inc.
6,116$294.4K0.1%CoreLowSavannah, GA2026-10-27
Granite Group Advisors, LLC
6,104$293.8K0.2%ValueLowStamford, CT2026-10-14
Kingswood Wealth Advisors, LLC
6,029$290.2K0.0%GrowthLowSan Diego, CA2026-10-23
Ejmk Ventures LLC
5,999$288.7K0.1%GrowthMediumItasca, IL2026-10-21
Facet Wealth, Inc.
5,974$287.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Moneco Advisors, LLC
5,840$281.1K0.0%ETFLowFairfield, CT2026-11-05
Sunpointe, LLC
5,785$278.4K0.1%GrowthMediumSt. Louis, MO2026-10-22
Pictet Bank & Trust Ltd
5,758$277.8K0.3%GrowthMediumNassau, Colombia2026-10-21
Focus Financial Network, Inc.
5,728$275.7K0.0%ETFLowMinneapolis, MN2026-10-14
Prime Capital Investment Advisors, LLC
5,684$273.6K0.0%ETFLowOverland Park, KS2026-10-20
Welch & Forbes LLC
5,660$272.4K0.0%CoreVery LowBoston, MA2026-11-04
Knights of Columbus Asset Advisors LLC
5,653$272.1K0.0%CoreMediumNew Haven, CT2026-11-05
Aire Advisors, LLC
5,647$271.8K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Brucke Financial, Inc.
5,471$263.3K0.1%GrowthMediumIndianapolis, IN2026-10-23
Ashton Thomas Private Wealth, LLC
5,438$261.7K0.0%CoreMediumScottsdale, AZ2026-11-03
SYM Financial Corp
5,384$259.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
Interchange Capital Partners, LLC
5,374$258.7K0.0%GrowthLowPittsburgh, PA2026-10-28
Dynamic Advisor Solutions LLC
5,300$255.1K0.0%ETFLowPhoenix, AZ2026-10-13
Norden Group LLC
5,037$242.4K0.0%GrowthMediumProvo, UT2026-10-20
Syverson Strege & Co
5,006$240.9K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Madson Wealth Advisors Inc
5,000$240.7K0.2%ETFLowSanta Rosa, CA2026-10-13
Sowell Financial Services LLC
4,945$238.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Financial Perspectives, Inc
4,894$235.5K0.1%GrowthVery LowMinneapolis, MN2026-11-03
J.W. Cole Advisors, Inc.
4,848$233.3K0.0%IndexLowTampa, FL2026-11-05
Wedbush Securities Inc
4,825$2320.0%CoreLowPasadena, CA2026-10-22
Capital Investment Advisors, LLC
4,807$231.4K0.0%CoreLowAtlanta, GA2026-10-22
Independence Bank of Kentucky
4,766$229.4K0.0%GrowthLowOwensboro, KY2026-10-26
Fiduciary Financial Group, LLC
4,702$226.3K0.0%ETFLowSan Rafael, CA2026-10-13
HUB Investment Partners, LLC
4,582$220.5K0.0%GrowthLowAustin, TX2026-11-03
Turtle Creek Wealth Advisors, LLC
4,570$220.0K0.0%GrowthLowDallas, TX2026-10-15
AlphaCore Capital LLC
4,532$218.1K0.0%ETFLowLa Jolla, CA2026-11-04
Klingman & Associates, LLC
4,513$217.2K0.0%ETFVery LowNew York, NY2026-10-20
Midwest Trust Co
4,510$217.1K0.0%CoreLowOverland Park, KS2026-10-22
Warren Street Wealth Advisors, LLC
4,454$214.4K0.0%ETFMediumIrvine, CA2026-11-04
Axxcess Wealth Management, LLC
4,452$214.3K0.0%CoreLowCarlsbad, CA2026-10-21
Hilltop National Bank
4,436$213.5K0.0%CoreLowCasper, WY2026-10-14
Venture Visionary Partners LLC
4,415$212.5K0.0%CoreLowSylvania, OH2026-10-07
Xponance LLC
4,382$210.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
4,375$210.6K0.0%CoreLowSpringfield, MA2026-10-05
Aspiriant, LLC
4,326$208.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
Sovran Advisors, LLC
4,320$207.9K0.0%ETFMediumSan Diego, CA2026-11-02
Verdence Capital Advisors LLC
4,271$205.6K0.0%CoreMediumHunt Valley, MD2026-10-26
Brookstone Capital Management
4,258$204.9K0.0%ETFMediumWheaton, IL2026-10-22
Avidian Wealth Enterprises, LLC
4,176$201.0K0.0%ETFLowHouston, TX2026-10-08
Rosenberg Matthew Hamilton
4,001$192.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
Root Financial Partners, LLC
3,344$160.9K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
3,212$154.6K0.0%ETFMediumSanta Ana, CA2026-11-02
IFP Advisors, Inc
3,211$154.5K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
3,035$146.1K0.0%GrowthLowSt Louis, MO2026-11-05
Creative Financial Designs Inc
2,909$140.0K0.0%ETFMediumKokomo, IN2026-11-04
Miller Global Investments, LLC
2,758$132.7K0.1%ValueMediumDallas, TX2026-10-02
Owl Creek Wealth Partners LLC
2,717$130.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Parkside Financial Bank & Trust
2,245$108.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Westside Investment Management, Inc.
2,095$100.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Gamma Investing LLC
2,014$96.9K0.0%IndexVery LowFoster City, CA2026-10-08
Mountain Hill Investment Partners Corp.
2,000$96.3K0.1%GrowthHighAtlantic Highlands, NJ2026-10-23
Silver Grove Financial Group, Inc.
1,964$94.5K0.0%CoreMediumOrchard Park, NY2026-11-05
James T. Borello RIA
1,862$89.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Berbice Capital Management LLC
1,700$143.0K0.1%MomentumLowMelville, NY2026-10-13
Nisa Investment Advisors, LLC
1,690$81.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Salomon & Ludwin, LLC
1,657$79.8K0.0%ETFVery LowRichmond, VA2026-10-29
TD Private Client Wealth LLC
1,642$79.0K0.0%ETFLowNew York, NY2026-10-28
Nfsg Corp
1,425$68.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Ares Financial Consulting, LLC
1,386$66.7K0.0%CoreLowCalabasas, CA2026-10-19
Wilmington Savings Fund Society, FSB
1,348$64.9K0.0%CoreLowWilmington, DE2026-10-23
Cassaday & Co Wealth Management LLC
1,325$63.8K0.0%ETFVery LowMclean, VA2026-10-27
Cape Investment Advisory, Inc.
1,271$61.2K0.0%ETFLowMcdonough, GA2026-10-13
Private Wealth Management Group, LLC
1,268$61.0K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
1,061$51.1K0.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
1,044$50.2K0.0%ETFVery LowSylvania, OH2026-10-26
Fairscale Capital, LLC
969$46.2K0.0%GrowthVery LowNashua, NH2026-11-04
KFG LLC
946$45.5K0.0%ETFN/ARapid City, SD2026-11-02
Financial Consulate, Inc
940$45.2K0.0%ETFLowHunt Valley, MD2026-10-23
Bayforest Capital Ltd
886$42.6K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Activest Wealth Management
836$40.3K0.0%ETFLowAventura, FL2026-10-15
West Financial Advisors, LLC
801$38.6K0.0%ETFLowDes Moines, IA2026-10-22
Key FInancial Inc
773$37.2K0.0%ETFLowWest Chester, PA2026-11-02
V-Square Quantitative Management LLC
730$35.1K0.0%CoreLowChicago, IL2026-10-15
Flagship Wealth Advisors, LLC
700$33.7K0.0%ETFLowWakefield, MA2026-11-03
First Bancorp, Inc
647$31.1K0.0%ValueVery LowDamariscotta, ME2026-10-26
Clean Yield Group
591$28.4K0.0%CoreLowNorwich, VT2026-10-28
Highline Wealth Partners LLC
542$26.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Triumph Capital Management
527$25.4K0.0%ETFMediumDenver, CO2026-10-14
Gables Capital Management Inc.
500$24.1K0.0%GrowthVery LowMiami, FL2026-11-04
Bank of New Hampshire
500$24.1K0.0%CoreLowLaconia, NH2026-10-06
Acumen Wealth Advisors, LLC
487$23.4K0.0%GrowthHighChattanooga, TN2026-11-05
Bare Financial Services, Inc
434$20.9K0.0%ETFVery LowGap, PA2026-11-04
CX Institutional
424$200.0%CoreMediumAuburn, IN2026-10-02
Elyxium Wealth, LLC
417$20.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bell Investment Advisors, Inc
390$18.8K0.0%ETFVery LowOrinda, CA2026-10-29
Bullock Wealth Management Group
383$18.2K0.0%GrowthLowBloomington, IN2026-10-09
Grove Bank & Trust
363$17.5K0.0%ETFLowMiami, FL2026-10-08
CoreCap Advisors, LLC
343$16.5K0.0%ETFMediumSouthfield, MI2026-10-08
Hanson & Doremus Investment Management
339$160.0%CoreVery LowBurlington, VT2026-10-16
Spire Wealth Management
322$15.5K0.0%GrowthMediumMclean, VA2026-10-30
Sterling Capital Management LLC
314$15.1K0.0%GARPMediumCharlotte, NC2026-10-22
Physician Wealth Advisors, Inc.
300$14.4K0.0%ETFMediumMidvale, UT2026-10-20
City State Bank
267$12.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Elevation Wealth Partners, LLC
261$12.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Ascentis Wealth Management, LLC
258$12.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Main Street Group, LTD
242$11.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Retirement Wealth Solutions LLC
240$11.6K0.0%ETFLowMarshfield, WI2026-10-07
Montag A & Associates Inc
228$11.0K0.0%CoreLowAtlanta, GA2026-10-29
Signature Equity Partners, LLC
222$10.7K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Management Professionals, Inc.
214$10.3K0.0%ETFMediumAustin, TX2026-10-23
Roxbury Financial LLC
208$10.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Canton Hathaway, LLC
185$8.9K0.0%ValueLowProvidence, RI2026-10-23
Manchester Capital Management LLC
183$8.8K0.0%CoreLowManchester, VT2026-10-22
Arlington Trust Co LLC
180$8.7K0.0%ETFMediumBirmingham, AL2026-10-20
Rakuten Securities, Inc.
176$8.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Atlantic Edge Private Wealth Management, LLC
175$8.4K0.0%CoreLowJacksonville, FL2026-10-20
American Capital Advisory, LLC
174$8.4K0.0%ETFLowKetchum, ID2026-10-28
Abound Wealth Management
173$8.3K0.0%ETFVery LowFranklin, TN2026-10-26
MV Capital Management, Inc.
157$7.6K0.0%ETFLowBethesda, MD2026-10-29
Pinnacle Bancorp, Inc.
146$7.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Harbor Investment Advisory, LLC
146$7.0K0.0%GrowthLowLutherville, MD2026-10-13
North Star Investment Management Corp.
141$6.8K0.0%CoreLowChicago, IL2026-10-27
City Holding Co
140$6.7K0.0%CoreLowCharleston, WV2026-10-19
Essential Partners LLC
131$6.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Creative Capital Management Investments LLC
130$6.3K0.0%ETFLowSan Diego, CA2026-10-28
Rossby Financial, LCC
129$6.2K0.0%ETFMediumMelbourne, FL2026-11-05
Tounjian Advisory Partners, LLC
116$5.6K0.0%GrowthHighFort Myers, FL2026-11-04
Markowski Investments
115$5.5K0.0%ETFN/ATampa, FL2026-10-30
Planning Strategies Inc.
111$5.3K0.0%ETFN/ALancaster, PA2026-10-02
Thurston, Springer, Miller, Herd & Titak, Inc.
108$5.2K0.0%GrowthMediumIndianapolis, IN2026-10-14
Key Capital Management, Inc
103$5.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Next Level Wealth Planning, LLC
100$4.8K0.0%ETFVery LowMeridian, ID2026-10-29
Kozak & Associates, Inc.
96$4.5K0.0%ETFLowHighlands Ranch, CO2026-10-29
Balance Wealth Partners LLC
87$4.2K0.0%ETFMediumWorthington, OH2026-10-27
West Paces Advisors Inc.
85$4.1K0.0%ETFLowAtlanta, GA2026-10-13
Gleason Group, Inc.
80$3.9K0.0%ETFVery LowProspect, KY2026-10-15
Oakworth Capital, Inc.
79$3.8K0.0%ETFLowBirmingham, AL2026-10-26
Pittenger & Anderson Inc
77$3.7K0.0%CoreLowLincoln, NE2026-11-02
First Pacific Financial
77$3.7K0.0%ETFLowVancouver, WA2026-10-14
Fortitude Family Office, LLC
74$3.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Breakwater Investment Management
69$3.3K0.0%ETFLowSeattle, WA2026-10-20
Fairway Wealth LLC
69$3.3K0.0%ETFLowIndependence, OH2026-10-30
GHP Investment Advisors, Inc.
67$3.2K0.0%CoreVery LowDenver, CO2026-10-15
Avion Wealth
65$30.0%ETFLowThe Woodlands, TX2026-11-04
Ascentis Independent Advisors
60$2.9K0.0%ETFLowDallas, TX2026-11-03
GK Wealth Management LLC
60$2.9K0.0%GARPVery HighReno, NV2026-10-09
Burk Holdings LLC
59$2.8K0.0%ETFVery LowTulsa, OK2026-11-05
Monetary Solutions, Ltd
53$2.6K0.0%ETFVery LowDayton, OH2026-10-22
Financial Network Wealth Advisors LLC
51$2.5K0.0%ETFLowMurray, UT2026-10-28
Meriwether Wealth & Planning, LLC
43$2.1K0.0%ETFMediumMinden, LA2026-10-13
UMB Private Wealth Management, LLC
42$2.0K0.0%GrowthN/AKansas City, MO2026-10-19
Advocate Investing Services LLC
40$1.9K0.0%ETFLowWoodbine, MD2026-10-26
Downshift Financial, LLC
39$1.9K0.0%ETFLowBoulder, CO2026-10-13
Armstrong Advisory Group, Inc
38$1.8K0.0%ETFHighNeedham, MA2026-10-09
Country Trust Bank
35$1.7K0.0%GrowthLowBloomington, IL2026-10-30
Brown, Lisle Ings, Inc.
35$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
Asset Dedication, LLC
31$1.5K0.0%ETFLowSan Francisco, CA2026-11-03
Godsey & Gibb, Inc
30$1.4K0.0%CoreLowRichmond, VA2026-10-14
Noble Wealth Management PBC
26$1.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Nvest Wealth Strategies, Inc.
18$8680.0%ETFVery LowPowell, OH2026-10-14
Buck Wealth Strategies, LLC
16$7700.0%ValueMediumDenver, CO2026-10-28
Center for Financial Planning, Inc.
15$7210.0%ETFLowSouthfied, MI2026-10-26
Beacon Investment Advisory Services, Inc.
13$6260.0%GrowthLowMorristown, NJ2026-10-13
Gilpin Wealth Management, LLC
11$5300.0%GrowthLowDenver, CO2026-10-09
Nemes Rush Group LLC
11$5290.0%CoreVery LowNovi, MI2026-11-04
Decker Retirement Planning Inc.
8$3840.0%Agg GrowthVery HighLevi, UT2026-10-19
Covestor Ltd
8$00.0%ValueHighLondon, United Kingdom2026-10-30
Mosley Wealth Management
6$2870.0%ETFHighAnaheim, CA2026-10-16
StrongBox Wealth, LLC
5$2410.0%GrowthLowLee'S Summit, MO2026-11-02
Midwest Capital Advisors, LLC
4$1930.0%ETFHighGrand Rapids, MI2026-11-04
Kingdom Financial Group Llc.
1$330.0%ETFMediumPeoria, AZ2026-11-04
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04