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Elastic N V (ESTC)

CUSIP: N14506104 | 1333 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/APictet Asset Management SA5,217,7794.9%−227,396Oct 26, 20261214d ahead of 13F (2,183,190 sh) · +3,034,589
13D/APictet Asset Management SA5,217,779
4.9% of class · Oct 26, 2026−227,396
1214d ahead of 13F (2,183,190 sh) · +3,034,589

Institutional Holders — Q3 2026

Pictet Asset Management Holding SA5,213,475
0.5% of portfolio›$478.0M
Amanah Holdings Trust1,710,863
8.8% of portfolio›$156.9M
Dimensional Fund Advisors LP666,094
0.0% of portfolio›$61.1M
TimesSquare Capital Management, LLC536,366
0.8% of portfolio›$49.2M
MacKenzie Financial Corp416,036
0.0% of portfolio›$38.2M
Bank of New York Mellon Corp394,118
0.0% of portfolio›$36.1M
Citigroup Inc128,349
0.0% of portfolio›$11.8M
Robeco Schweiz AG121,600
0.2% of portfolio›$11.2M
Nicholas Company, Inc.112,542
0.2% of portfolio›$10.3M
Artemis Investment Management LLP99,338
0.1% of portfolio›$9.1M
Assenagon Asset Management S.A.84,393
0.0% of portfolio›$7.7M
Exchange Traded Concepts, LLC77,176
0.0% of portfolio›$7.1M
Robeco Institutional Asset Management B.V.75,685
0.0% of portfolio›$6.9M
Creative Planning73,220
0.0% of portfolio›$6.7M
Wealth Enhancement Advisory Services, LLC73,208
0.0% of portfolio›$6.3M
Illinois Municipal Retirement Fund43,584
0.0% of portfolio›$4.0M
Imc-Chicago, LLC41,172
0.0% of portfolio›$3.8M
Alamar Capital Management, LLC36,955
1.7% of portfolio›$3.4M
Planned Solutions, Inc.33,245
0.8% of portfolio›$3.0M
Simplex Trading, LLC31,370
0.0% of portfolio›$2.9M
Lido Advisors, LLC31,016
0.0% of portfolio›$2.8M
Cantor Fitzgerald Investment Advisors L.P.28,500
0.1% of portfolio›$2.6M
State of New Jersey Common Pension Fund D27,616
0.0% of portfolio›$2.5M
Crossmark Global Holdings, Inc.24,855
0.0% of portfolio›$2.3M
Wakefield Asset Management Lllp23,719
0.5% of portfolio›$2.2M
Arizona State Retirement System23,427
0.0% of portfolio›$2.1M
FNY Investment Advisers, LLC23,000
0.0% of portfolio›$2.1K
HB Wealth Management, LLC14,186
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC13,173
0.0% of portfolio›$1.3M
Mirae Asset Global Investments Co., Ltd.11,904
0.0% of portfolio›$1.1M
Y.D. More Investments Ltd11,350
0.0% of portfolio›$1.0M
Jackson Creek Investment Advisors LLC11,130
0.0% of portfolio›$1.0K
Xponance LLC10,996
0.0% of portfolio›$1.0M
Washington Capital Management, Inc9,950
0.6% of portfolio›$912.4K
Maxi Investments CY Ltd9,638
0.0% of portfolio›$884
Brighton Jones LLC9,516
0.0% of portfolio›$872.6K
Axxion S.A.9,385
0.1% of portfolio›$860.6K
Citizens Financial Group Inc8,842
0.0% of portfolio›$810.8K
Gateway Investment Advisers LLC8,822
0.0% of portfolio›$809.0K
Choreo, LLC8,720
0.0% of portfolio›$799.6K
TriaGen Wealth Management LLC8,379
0.2% of portfolio›$768.4K
DekaBank Deutsche Girozentrale8,096
0.0% of portfolio›$747
Ausbil Investment Management Ltd7,402
0.3% of portfolio›$678.8K
Achmea Investment Management B.V.6,966
0.0% of portfolio›$639.3K
NorthCrest Asset Manangement, LLC6,625
0.0% of portfolio›$631.1K
Swiss Life Asset Management Ltd5,807
0.0% of portfolio›$532.5K
Virginia Retirement Systems ET Al5,700
0.0% of portfolio›$522.7K
Sumitomo Mitsui DS Asset Management Company, Ltd5,608
0.0% of portfolio›$514.3K
Amalgamated Bank5,369
0.0% of portfolio›$492
MBL Wealth, LLC5,262
0.0% of portfolio›$482.5K
Krilogy Financial LLC5,167
0.0% of portfolio›$493.6K
Navigoe, LLC5,000
0.0% of portfolio›$458
AlphaCore Capital LLC4,926
0.0% of portfolio›$451.7K
Smith Group Asset Management, LLC4,755
0.0% of portfolio›$436.0K
Oppenheimer & Co Inc4,570
0.0% of portfolio›$419.1K
180 Wealth Advisors, LLC4,463
0.0% of portfolio›$409.3K
Parcion Private Wealth LLC4,353
0.0% of portfolio›$399.2K
Daymark Wealth Partners, LLC4,283
0.0% of portfolio›$392.8K
Archer Investment Corp3,916
0.1% of portfolio›$359.1K
Modera Wealth Management, LLC3,497
0.0% of portfolio›$320.7K
Praxis Investment Management Inc3,416
0.0% of portfolio›$313
US Bancorp \de\3,370
0.0% of portfolio›$309.0K
ProShare Advisors LLC3,339
0.0% of portfolio›$306.2K
Curated Wealth Partners LLC3,312
0.0% of portfolio›$303.7K
HUB Investment Partners, LLC3,287
0.0% of portfolio›$301.4K
CIBC Asset Management Inc3,200
0.0% of portfolio›$293.4K
Strs Ohio3,088
0.0% of portfolio›$283.2K
Kaizen Financial Strategies2,923
0.1% of portfolio›$268.0K
Vise Technologies, Inc.2,852
0.0% of portfolio›$261.5K
North Dakota State Investment Board2,783
0.0% of portfolio›$255.2K
University of Texas S AM Investment Management Co2,778
0.0% of portfolio›$254.7K
EverSource Wealth Advisors, LLC2,776
0.0% of portfolio›$254.6K
Inscription Capital, LLC2,636
0.0% of portfolio›$241.7K
Fifth Third Wealth Advisors LLC2,546
0.0% of portfolio›$233.5K
Future Financial Wealth Managment LLC2,500
0.1% of portfolio›$229.3K
Americana Partners, LLC2,487
0.0% of portfolio›$228.1K
KBC Group NV2,427
0.0% of portfolio›$223
Compound Planning, Inc.2,279
0.0% of portfolio›$209.0K
Catalyst Private Wealth, LLC2,228
0.1% of portfolio›$204.3K
LeConte Wealth Management, LLC2,203
0.1% of portfolio›$202.0K
Soltis Investment Advisors LLC2,188
0.0% of portfolio›$200.6K
Nisa Investment Advisors, LLC2,091
0.0% of portfolio›$191.7K
Pension & Wealth Management Advisors, Inc.1,859
0.0% of portfolio›$170.5K
Parallel Advisors, LLC1,737
0.0% of portfolio›$159.3K
Farther Finance Advisors, LLC1,709
0.0% of portfolio›$156.8K
Gamma Investing LLC1,470
0.0% of portfolio›$134.8K
Sterling Capital Management LLC1,388
0.0% of portfolio›$127.3K
Root Financial Partners, LLC1,262
0.0% of portfolio›$115.7K
SJS Investment Consulting Inc.1,209
0.0% of portfolio›$110.9K
Essential Partners LLC1,205
0.1% of portfolio›$110.5K
Bayforest Capital Ltd1,117
0.2% of portfolio›$102.4K
True Wealth Design, LLC1,084
0.0% of portfolio›$99.4K
Nova Financial LLC972
0.0% of portfolio›$89.1K
Covestor Ltd942
0.0% of portfolio›$86
Versant Capital Management, Inc876
0.0% of portfolio›$80.3K
Eastern Bank800
0.0% of portfolio›$73.4K
Fortitude Family Office, LLC650
0.0% of portfolio›$59.6K
Signaturefd, LLC496
0.0% of portfolio›$45.5K
SBI Securities Co., Ltd.490
0.0% of portfolio›$44.9K
Rakuten Securities, Inc.386
0.0% of portfolio›$35.4K
IFP Advisors, Inc299
0.0% of portfolio›$27.4K
Larson Financial Group LLC294
0.0% of portfolio›$27.0K
Parkside Financial Bank & Trust286
0.0% of portfolio›$26.2K
Elevation Wealth Partners, LLC272
0.0% of portfolio›$24.9K
Mitsubishi UFJ Asset Management Co., Ltd.155
0.0% of portfolio›$14.2K
Activest Wealth Management142
0.0% of portfolio›$13.0K
Elyxium Wealth, LLC141
0.0% of portfolio›$12.9K
Silver Grove Financial Group, Inc.124
0.0% of portfolio›$11.4K
Highline Wealth Partners LLC113
0.0% of portfolio›$10.4K
Ascentis Independent Advisors110
0.0% of portfolio›$10.1K
Main Street Group, LTD100
0.0% of portfolio›$9.2K
Capital Advisors, Ltd. LLC77
0.0% of portfolio›$7
North Star Investment Management Corp.65
0.0% of portfolio›$6.0K
Hughes Financial Services, LLC61
0.0% of portfolio›$6.3K
Bell Investment Advisors, Inc59
0.0% of portfolio›$5.4K
Torren Management, LLC58
0.0% of portfolio›$5.3K
TD Waterhouse Canada Inc.57
0.0% of portfolio›$5.3K
First Horizon Corp56
0.0% of portfolio›$5.1K
CX Institutional52
0.0% of portfolio›$5
Wolff Wiese Magana LLC38
0.0% of portfolio›$3.5K
Cromwell Holdings LLC38
0.0% of portfolio›$3.5K
Assetmark, Inc38
0.0% of portfolio›$3.5K
Owl Creek Wealth Partners LLC35
0.0% of portfolio›$3.2K
Spire Wealth Management33
0.0% of portfolio›$3.0K
MassMutual Private Wealth & Trust, FSB32
0.0% of portfolio›$2.9K
TD Private Client Wealth LLC31
0.0% of portfolio›$2.8K
Physician Wealth Advisors, Inc.31
0.0% of portfolio›$2.8K
Marquette Asset Management, LLC29
0.0% of portfolio›$2.7K
Planning Strategies Inc.27
0.0% of portfolio›$2.5K
Bangor Savings Bank26
0.0% of portfolio›$2.4K
Rossby Financial, LCC25
0.0% of portfolio›$2.3K
Pinnacle Wealth Planning Services, Inc.23
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$2.0K
Hazlett, Burt & Watson, Inc.20
0.0% of portfolio›$2
Burk Holdings LLC20
0.0% of portfolio›$1.8K
Salomon & Ludwin, LLC16
0.0% of portfolio›$1.5K
Clark Wealth Partners16
0.0% of portfolio›$1.5K
MV Capital Management, Inc.12
0.0% of portfolio›$1.1K
Avion Wealth11
0.0% of portfolio›$1
Bfsg, LLC10
0.0% of portfolio›$917
Brown, Lisle Ings, Inc.8
0.0% of portfolio›$734
Trust Co of Vermont8
0.0% of portfolio›$734
American Capital Advisory, LLC8
0.0% of portfolio›$734
Private Trust Co NA7
0.0% of portfolio›$642
Blue Trust, Inc.7
0.0% of portfolio›$642
Signature Equity Partners, LLC5
0.0% of portfolio›$459
Vision Financial Markets LLC2
0.0% of portfolio›$185
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$92
Gilpin Wealth Management, LLC1
0.0% of portfolio›$92
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
5,213,475$478.0M0.5%GrowthMediumCarouge, Switzerland2026-11-03
Amanah Holdings Trust
1,710,863$156.9M8.8%GARPVery HighLondon, United Kingdom2026-10-23
Dimensional Fund Advisors LP
666,094$61.1M0.0%IndexLowAustin, TX2026-11-04
TimesSquare Capital Management, LLC
536,366$49.2M0.8%GrowthMediumNew York, NY2026-11-03
MacKenzie Financial Corp
416,036$38.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
394,118$36.1M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
128,349$11.8M0.0%CoreMediumNew York, NY2026-11-04
Robeco Schweiz AG
121,600$11.2M0.2%GrowthMediumZurich, Switzerland2026-10-23
Nicholas Company, Inc.
112,542$10.3M0.2%CoreLowMilwaukee, WI2026-11-05
Artemis Investment Management LLP
99,338$9.1M0.1%GARPHighEdinburgh, United Kingdom2026-10-08
Assenagon Asset Management S.A.
84,393$7.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Exchange Traded Concepts, LLC
77,176$7.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Robeco Institutional Asset Management B.V.
75,685$6.9M0.0%CoreMediumRotterdam, Philippines2026-10-20
Creative Planning
73,220$6.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
73,208$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Illinois Municipal Retirement Fund
43,584$4.0M0.0%CoreMediumOak Brook, IL2026-11-05
Imc-Chicago, LLC
41,172$3.8M0.0%GARPVery HighChicago, IL2026-11-05
Alamar Capital Management, LLC
36,955$3.4M1.7%GrowthMediumSanta Barbara, CA2026-11-02
Planned Solutions, Inc.
33,245$3.0M0.8%ETFLowFolsom, CA2026-10-19
Simplex Trading, LLC
31,370$2.9M0.0%CoreVery HighChicago, IL2026-11-04
Lido Advisors, LLC
31,016$2.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
28,500$2.6M0.1%YieldLowNew York, NY2026-10-21
State of New Jersey Common Pension Fund D
27,616$2.5M0.0%CoreLowTrenton, NJ2026-11-05
Crossmark Global Holdings, Inc.
24,855$2.3M0.0%GARPMediumHouston, TX2026-10-21
Wakefield Asset Management Lllp
23,719$2.2M0.5%ValueMediumEnglewood, CO2026-11-05
Arizona State Retirement System
23,427$2.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
FNY Investment Advisers, LLC
23,000$2.1K0.0%GrowthVery HighNew York, NY2026-10-16
HB Wealth Management, LLC
14,186$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Chicago Partners Investment Group LLC
13,173$1.3M0.0%GARPLowChicago, IL2026-10-27
Mirae Asset Global Investments Co., Ltd.
11,904$1.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
Y.D. More Investments Ltd
11,350$1.0M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Jackson Creek Investment Advisors LLC
11,130$1.0K0.0%ValueVery HighCastle Rock, CO2026-11-04
Xponance LLC
10,996$1.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Washington Capital Management, Inc
9,950$912.4K0.6%ValueMediumSeattle, WA2026-10-19
Maxi Investments CY Ltd
9,638$8840.0%GrowthVery HighLimassol, Georgia2026-10-26
Brighton Jones LLC
9,516$872.6K0.0%CoreVery LowSeattle, WA2026-11-03
Axxion S.A.
9,385$860.6K0.1%CoreN/AGrevenmacher, Netherlands2026-10-22
Citizens Financial Group Inc
8,842$810.8K0.0%GrowthLowProvidence, RI2026-10-23
Gateway Investment Advisers LLC
8,822$809.0K0.0%GrowthLowCincinnati, OH2026-10-13
Choreo, LLC
8,720$799.6K0.0%IndexLowRockford, IL2026-10-28
TriaGen Wealth Management LLC
8,379$768.4K0.2%CoreMediumCalabasas, CA2026-10-14
DekaBank Deutsche Girozentrale
8,096$7470.0%CoreLowFrankfurt, Hong Kong2026-10-27
Ausbil Investment Management Ltd
7,402$678.8K0.3%ValueMediumSydney, China2026-10-08
Achmea Investment Management B.V.
6,966$639.3K0.0%CoreMediumZeist, Philippines2026-10-30
NorthCrest Asset Manangement, LLC
6,625$631.1K0.0%GrowthLowPlymouth, MN2026-10-13
Swiss Life Asset Management Ltd
5,807$532.5K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
5,700$522.7K0.0%CoreMediumRichmond, VA2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
5,608$514.3K0.0%IndexVery LowTokyo, Mexico2026-10-20
Amalgamated Bank
5,369$4920.0%CoreVery LowNew York, NY2026-10-23
MBL Wealth, LLC
5,262$482.5K0.0%ETFLowCharlotte, NC2026-10-22
Krilogy Financial LLC
5,167$493.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Navigoe, LLC
5,000$4580.0%ETFVery LowRedondo Beach, CA2026-11-04
AlphaCore Capital LLC
4,926$451.7K0.0%ETFLowLa Jolla, CA2026-11-04
Smith Group Asset Management, LLC
4,755$436.0K0.0%GrowthLowDallas, TX2026-10-27
Oppenheimer & Co Inc
4,570$419.1K0.0%CoreLowNew York, NY2026-10-26
180 Wealth Advisors, LLC
4,463$409.3K0.0%CoreLowFederal Way, WA2026-11-03
Parcion Private Wealth LLC
4,353$399.2K0.0%CoreMediumBellevue, WA2026-10-28
Daymark Wealth Partners, LLC
4,283$392.8K0.0%CoreLowCincinnati, OH2026-11-04
Archer Investment Corp
3,916$359.1K0.1%CoreMediumCarmel, IN2026-11-05
Modera Wealth Management, LLC
3,497$320.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Praxis Investment Management Inc
3,416$3130.0%CoreLowGoshen, IN2026-11-03
US Bancorp \de\
3,370$309.0K0.0%IndexLowMinneapolis, MN2026-11-05
ProShare Advisors LLC
3,339$306.2K0.0%GrowthLowBethesda, MD2026-10-29
Curated Wealth Partners LLC
3,312$303.7K0.0%GARPLowEl Segundo, CA2026-10-15
HUB Investment Partners, LLC
3,287$301.4K0.0%GrowthLowAustin, TX2026-11-03
CIBC Asset Management Inc
3,200$293.4K0.0%GARPLowToronto, South Africa2026-11-05
Strs Ohio
3,088$283.2K0.0%CoreMediumColumbus, OH2026-10-30
Kaizen Financial Strategies
2,923$268.0K0.1%ETFMediumCampbell, CA2026-10-09
Vise Technologies, Inc.
2,852$261.5K0.0%IndexLowNew York, NY2026-10-29
North Dakota State Investment Board
2,783$255.2K0.0%GrowthMediumBismarck, ND2026-10-27
University of Texas S AM Investment Management Co
2,778$254.7K0.0%CoreHighAustin, TX2026-11-03
EverSource Wealth Advisors, LLC
2,776$254.6K0.0%CoreMediumBirmingham, AL2026-11-04
Inscription Capital, LLC
2,636$241.7K0.0%GARPMediumHouston, TX2026-11-02
Fifth Third Wealth Advisors LLC
2,546$233.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Future Financial Wealth Managment LLC
2,500$229.3K0.1%ETFMediumCincinnati, OH2026-10-15
Americana Partners, LLC
2,487$228.1K0.0%CoreMediumHouston, TX2026-10-28
KBC Group NV
2,427$2230.0%CoreMediumBrussels, Czech Republic2026-10-22
Compound Planning, Inc.
2,279$209.0K0.0%CoreLowNew York, NY2026-11-05
Catalyst Private Wealth, LLC
2,228$204.3K0.1%ETFVery LowSan Mateo, CA2026-10-13
LeConte Wealth Management, LLC
2,203$202.0K0.1%GrowthMediumMaryville, TN2026-10-20
Soltis Investment Advisors LLC
2,188$200.6K0.0%CoreMediumSt. George, UT2026-10-28
Nisa Investment Advisors, LLC
2,091$191.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pension & Wealth Management Advisors, Inc.
1,859$170.5K0.0%ETFLowWaltham, MA2026-10-16
Parallel Advisors, LLC
1,737$159.3K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
1,709$156.8K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
1,470$134.8K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
1,388$127.3K0.0%GARPMediumCharlotte, NC2026-10-22
Root Financial Partners, LLC
1,262$115.7K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
1,209$110.9K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
1,205$110.5K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Bayforest Capital Ltd
1,117$102.4K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
True Wealth Design, LLC
1,084$99.4K0.0%ETFMediumAkron, OH2026-10-13
Nova Financial LLC
972$89.1K0.0%N/AN/ATucson, AZ2026-11-04
Covestor Ltd
942$860.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
876$80.3K0.0%GARPLowPhoenix, AZ2026-10-02
Eastern Bank
800$73.4K0.0%GrowthMediumBoston, MA2026-10-05
Fortitude Family Office, LLC
650$59.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Signaturefd, LLC
496$45.5K0.0%IndexLowAtlanta, GA2026-10-23
SBI Securities Co., Ltd.
490$44.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Rakuten Securities, Inc.
386$35.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
IFP Advisors, Inc
299$27.4K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
294$27.0K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
286$26.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elevation Wealth Partners, LLC
272$24.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
155$14.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Activest Wealth Management
142$13.0K0.0%ETFLowAventura, FL2026-10-15
Elyxium Wealth, LLC
141$12.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Silver Grove Financial Group, Inc.
124$11.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Highline Wealth Partners LLC
113$10.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ascentis Independent Advisors
110$10.1K0.0%ETFLowDallas, TX2026-11-03
Main Street Group, LTD
100$9.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Capital Advisors, Ltd. LLC
77$70.0%ETFLowShaker Heights, OH2026-10-27
North Star Investment Management Corp.
65$6.0K0.0%CoreLowChicago, IL2026-10-27
Hughes Financial Services, LLC
61$6.3K0.0%ETFLowHerndon, VA2026-10-30
Bell Investment Advisors, Inc
59$5.4K0.0%ETFVery LowOrinda, CA2026-10-29
Torren Management, LLC
58$5.3K0.0%ETFMediumSan Diego, CA2026-10-29
TD Waterhouse Canada Inc.
57$5.3K0.0%CoreLowToronto, Australia2026-10-16
First Horizon Corp
56$5.1K0.0%CoreLowMemphis, TN2026-10-26
CX Institutional
52$50.0%CoreMediumAuburn, IN2026-10-02
Wolff Wiese Magana LLC
38$3.5K0.0%GrowthLowCarslbad, CA2026-10-15
Cromwell Holdings LLC
38$3.5K0.0%IndexLowJackson, WY2026-10-28
Assetmark, Inc
38$3.5K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
35$3.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Spire Wealth Management
33$3.0K0.0%GrowthMediumMclean, VA2026-10-30
MassMutual Private Wealth & Trust, FSB
32$2.9K0.0%CoreLowSpringfield, MA2026-10-05
TD Private Client Wealth LLC
31$2.8K0.0%ETFLowNew York, NY2026-10-28
Physician Wealth Advisors, Inc.
31$2.8K0.0%ETFMediumMidvale, UT2026-10-20
Marquette Asset Management, LLC
29$2.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Planning Strategies Inc.
27$2.5K0.0%ETFN/ALancaster, PA2026-10-02
Bangor Savings Bank
26$2.4K0.0%ETFLowBangor, ME2026-10-06
Rossby Financial, LCC
25$2.3K0.0%ETFMediumMelbourne, FL2026-11-05
Pinnacle Wealth Planning Services, Inc.
23$2.1K0.0%GARPLowMansfield, OH2026-10-27
UMB Private Wealth Management, LLC
22$2.0K0.0%GrowthN/AKansas City, MO2026-10-19
Hazlett, Burt & Watson, Inc.
20$20.0%CoreVery LowWheeling, WV2026-11-04
Burk Holdings LLC
20$1.8K0.0%ETFVery LowTulsa, OK2026-11-05
Salomon & Ludwin, LLC
16$1.5K0.0%ETFVery LowRichmond, VA2026-10-29
Clark Wealth Partners
16$1.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
MV Capital Management, Inc.
12$1.1K0.0%ETFLowBethesda, MD2026-10-29
Avion Wealth
11$10.0%ETFLowThe Woodlands, TX2026-11-04
Bfsg, LLC
10$9170.0%CoreLowIrvine, CA2026-10-30
Brown, Lisle Ings, Inc.
8$7340.0%CoreVery LowProvidence, RI2026-10-16
Trust Co of Vermont
8$7340.0%CoreVery LowBrattleboro, VT2026-10-21
American Capital Advisory, LLC
8$7340.0%ETFLowKetchum, ID2026-10-28
Private Trust Co NA
7$6420.0%CoreLowCleveland, OH2026-10-20
Blue Trust, Inc.
7$6420.0%ETFLowBrentwood, TN2026-10-15
Signature Equity Partners, LLC
5$4590.0%GrowthMediumColumbus, OH2026-10-29
Vision Financial Markets LLC
2$1850.0%CoreLowStamford, CT2026-10-22
Provenance Wealth Advisors, LLC
1$920.0%ETFLowFort Lauderdale, FL2026-10-30
Gilpin Wealth Management, LLC
1$920.0%GrowthLowDenver, CO2026-10-09