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Lyondellbasell Industries N (LYB)

CUSIP: N53745100 | 3281 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
13G/ADodge & COX8000.0%Newly reportedJun 30, 202691d ahead of 13F (16,839,152 sh) · −16,838,352
13G/ADodge & COX800
0.0% of class · Jun 30, 2026Newly reported
91d ahead of 13F (16,839,152 sh) · −16,838,352

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,606,841
0.0% of portfolio›$149.8M
Cincinnati Insurance Co885,666
0.7% of portfolio›$50.9M
Hosking Partners LLP777,140
1.6% of portfolio›$44.7M
Citigroup Inc634,773
0.0% of portfolio›$36.5M
Sumitomo Mitsui Trust Group, Inc.596,210
0.0% of portfolio›$34.3M
Assenagon Asset Management S.A.493,810
0.0% of portfolio›$28.4M
Alps Advisors Inc460,202
0.1% of portfolio›$26.4M
Swedbank AB448,635
0.0% of portfolio›$25.8M
Arga Investment Management, LP292,453
0.4% of portfolio›$16.8M
Gradient Investments LLC281,005
0.2% of portfolio›$16.1M
Creative Planning276,651
0.0% of portfolio›$15.9M
Principal Financial Group Inc265,136
0.0% of portfolio›$15.2M
Wealth Enhancement Advisory Services, LLC201,711
0.0% of portfolio›$11.2M
Robeco Institutional Asset Management B.V.173,827
0.0% of portfolio›$10.0M
New York State Teachers Retirement System166,836
0.0% of portfolio›$9.6K
Pictet Asset Management Holding SA142,612
0.0% of portfolio›$8.2M
Cantor Fitzgerald Investment Advisors L.P.140,479
0.4% of portfolio›$8.1M
DekaBank Deutsche Girozentrale138,712
0.0% of portfolio›$8.1K
Pekin Hardy Strauss, Inc.138,699
0.7% of portfolio›$8.0M
Cincinnati Financial Corp121,991
0.1% of portfolio›$7.0M
Old North State Wealth Management, LLC120,478
2.9% of portfolio›$6.9M
Carota Wealth Management117,302
5.7% of portfolio›$6.7M
Hourglass Capital, LLC113,458
1.3% of portfolio›$6.5M
KBC Group NV113,337
0.0% of portfolio›$6.5K
Gateway Investment Advisers LLC112,777
0.1% of portfolio›$6.5M
Asset Management One Co., Ltd.109,636
0.0% of portfolio›$6.3M
Wedge Capital Management L L P104,964
0.1% of portfolio›$6.0M
Fisher Funds Management LTD104,727
0.2% of portfolio›$6.0M
Kwmg, LLC102,852
0.4% of portfolio›$5.9M
State of Alaska, Department of Revenue102,849
0.0% of portfolio›$5.9K
ABN Amro Investment Solutions90,317
0.0% of portfolio›$5.2M
Swiss Life Asset Management Ltd88,726
0.0% of portfolio›$5.1M
ASR Vermogensbeheer N.V.80,541
0.0% of portfolio›$4.6M
Xponance LLC78,591
0.0% of portfolio›$4.5M
Genus Capital Management Inc.74,600
0.4% of portfolio›$4.3M
Czech National Bank74,253
0.0% of portfolio›$4.3M
MacKenzie Financial Corp72,728
0.0% of portfolio›$4.2M
AGF Management LTD72,462
0.0% of portfolio›$4.2M
State of Michigan Retirement System70,565
0.0% of portfolio›$4.1M
Arizona State Retirement System70,526
0.0% of portfolio›$4.1M
Inspire Investing, LLC70,437
0.2% of portfolio›$4.0M
Mirae Asset Global Investments Co., Ltd.66,946
0.0% of portfolio›$3.8M
ProShare Advisors LLC66,163
0.0% of portfolio›$3.8M
Fjarde Ap-Fonden TH Swedish National Pension Fund61,661
0.0% of portfolio›$3.5M
Commonwealth Equity Services, LLC58,750
0.0% of portfolio›$3.4M
IFM Investors Pty Ltd58,503
0.0% of portfolio›$3.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS57,096
0.0% of portfolio›$3.3M
Stanley-Laman Group, Ltd.56,194
0.4% of portfolio›$3.2M
Advocate Group LLC55,564
0.5% of portfolio›$3.2M
Retirement Systems of Alabama54,194
0.0% of portfolio›$3.1M
Daiwa Securities Group Inc.49,850
0.0% of portfolio›$2.9M
HB Wealth Management, LLC48,450
0.0% of portfolio›$2.8M
Neos Investment Management LLC47,545
0.0% of portfolio›$2.7M
HBW Advisory Services LLC47,504
0.3% of portfolio›$2.7M
Unison Advisors LLC46,761
0.2% of portfolio›$2.7M
Rakuten Investment Management, Inc.46,372
0.0% of portfolio›$2.7M
Praxis Investment Management Inc46,322
0.0% of portfolio›$2.7K
Old Port Advisors45,678
0.5% of portfolio›$2.6M
Amalgamated Bank43,480
0.0% of portfolio›$2.5K
Brighton Jones LLC42,924
0.0% of portfolio›$2.5M
Manske Wealth Management42,802
0.6% of portfolio›$2.5M
Lipe & Dalton41,970
0.0% of portfolio›$2.4K
Sumitomo Mitsui DS Asset Management Company, Ltd41,497
0.0% of portfolio›$2.4M
Americana Partners, LLC38,457
0.0% of portfolio›$2.2M
apricus wealth, LLC38,455
1.0% of portfolio›$2.2M
Assetmark, Inc37,227
0.0% of portfolio›$2.1M
Aviance Capital Partners, LLC36,893
0.2% of portfolio›$2.1M
Kestra Investment Management, LLC36,700
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC35,951
0.0% of portfolio›$2.1M
Royal Fund Management, LLC35,500
0.2% of portfolio›$2.0M
Intact Investment Management Inc.35,000
0.1% of portfolio›$2.0M
Townsend & Associates, Inc34,488
0.2% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.32,404
0.0% of portfolio›$1.9K
Oregon Public Employees Retirement Fund31,756
0.0% of portfolio›$1.8M
Evergreen Capital Management LLC30,668
0.0% of portfolio›$1.8M
Citizens Financial Group Inc30,042
0.0% of portfolio›$1.7M
Sigma Planning Corp28,393
0.0% of portfolio›$1.6M
Lido Advisors, LLC28,338
0.0% of portfolio›$1.6M
Chicago Partners Investment Group LLC28,332
0.0% of portfolio›$1.9M
Farther Finance Advisors, LLC28,109
0.0% of portfolio›$1.6M
Capital Investment Advisors, LLC27,892
0.0% of portfolio›$1.6M
Mutual of America Capital Management LLC26,426
0.0% of portfolio›$1.5M
Truist Financial Corp25,256
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC25,221
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC24,644
0.0% of portfolio›$1.4M
First Citizens Bank & Trust Co24,609
0.0% of portfolio›$1.4M
Bank Pictet & Cie (Europe) AG24,323
0.0% of portfolio›$1.4M
Symphony Financial, Ltd. Co.24,254
0.1% of portfolio›$1.4M
Bailard, Inc.22,968
0.0% of portfolio›$1.3M
Applied Finance Capital Management, LLC20,816
0.1% of portfolio›$1.2M
Abundance Wealth Counselors20,547
0.2% of portfolio›$1.2M
IFP Advisors, Inc20,343
0.0% of portfolio›$1.2M
Gulf International Bank (UK) Ltd19,589
0.0% of portfolio›$1.1K
Parrish Capital LLC18,651
1.0% of portfolio›$1.1M
Ignite Planners, LLC18,261
0.0% of portfolio›$62.1K
Crossmark Global Holdings, Inc.18,140
0.0% of portfolio›$1.0M
Cincinnati Casualty Co17,683
0.5% of portfolio›$1.0M
Krilogy Financial LLC16,809
0.0% of portfolio›$998.6K
MBL Wealth, LLC16,775
0.1% of portfolio›$964.1K
Centennial Wealth Advisory LLC16,659
0.2% of portfolio›$957.3K
NorthCrest Asset Manangement, LLC16,622
0.0% of portfolio›$1.0M
Choreo, LLC16,352
0.0% of portfolio›$939.8K
Atria Investments, Inc16,248
0.0% of portfolio›$933.8K
Nisa Investment Advisors, LLC16,160
0.0% of portfolio›$928.7K
AlphaCore Capital LLC16,159
0.0% of portfolio›$928.7K
Cincinnati Indemnity Co16,134
2.3% of portfolio›$927.2K
Perpetual Ltd16,087
0.0% of portfolio›$924.5K
Investors Research Corp15,989
0.2% of portfolio›$918.9K
Allspring Global Investments Holdings, LLC15,853
0.0% of portfolio›$916.0K
Adams Natural Resources Fund, Inc.15,600
0.1% of portfolio›$896.5K
Frank, Rimerman Advisors LLC15,148
0.0% of portfolio›$870.6K
Fideuram Asset Management (Ireland) dac14,396
0.0% of portfolio›$853.4K
Waterfront Wealth Inc.14,112
0.1% of portfolio›$903.6K
Parcion Private Wealth LLC14,036
0.0% of portfolio›$806.6K
Triangle Securities Wealth Management14,030
0.2% of portfolio›$806.3K
Straight Path Wealth Management14,004
0.2% of portfolio›$804.8K
MGO One Seven LLC13,925
0.0% of portfolio›$800.3K
Caitong International Asset Management Co., Ltd13,750
0.1% of portfolio›$790.2K
Apollon Wealth Management, LLC13,471
0.0% of portfolio›$774.2K
Curated Wealth Partners LLC13,320
0.1% of portfolio›$765.5K
Oppenheimer & Co Inc13,264
0.0% of portfolio›$762.3K
Louisiana State Employees Retirement System12,700
0.0% of portfolio›$729.9K
Financiere des Professionnels - Fonds d'investissement inc.12,679
0.0% of portfolio›$728.7K
CSU Producer Resources, Inc.12,334
2.1% of portfolio›$708.8K
Cincinnati Specialty Underwriters Insurance Co12,333
0.2% of portfolio›$708.8K
Tokio Marine Asset Management Co LTD12,322
0.0% of portfolio›$708.1K
Fifth Third Wealth Advisors LLC12,038
0.0% of portfolio›$691.8K
Retirement Planning Co of New England, Inc.11,936
0.3% of portfolio›$686.0K
Deseret Mutual Benefit Administrators11,722
0.2% of portfolio›$673.7K
Counterpoint Mutual Funds LLC11,358
0.1% of portfolio›$652.7K
Sterling Capital Management LLC11,346
0.0% of portfolio›$652.1K
1834 Investment Advisors Co11,148
0.1% of portfolio›$640.7K
V-Square Quantitative Management LLC11,136
0.1% of portfolio›$640.0K
Profund Advisors LLC10,947
0.0% of portfolio›$629.1K
Jamison Private Wealth Management, Inc.10,883
0.1% of portfolio›$625.4K
Castleview Partners, LLC10,704
0.3% of portfolio›$615.2K
Vise Technologies, Inc.10,580
0.0% of portfolio›$608.0K
XML Financial, LLC10,490
0.0% of portfolio›$602.9K
Probity Advisors, Inc.10,424
0.1% of portfolio›$599.1K
EverSource Wealth Advisors, LLC10,386
0.0% of portfolio›$596.9K
Ethic Inc.10,295
0.0% of portfolio›$591.7K
Park Avenue Securities LLC10,209
0.0% of portfolio›$587
Cidel Asset Management Inc10,197
0.0% of portfolio›$586.0K
Ipsen Advisor Group LLC10,143
0.4% of portfolio›$582.9K
Oppenheimer Asset Management Inc.9,965
0.0% of portfolio›$572.7K
Sky Investment Group LLC9,841
0.1% of portfolio›$565.6K
Investment Research Partners LLC9,583
0.2% of portfolio›$550.8K
Capital Investment Advisory Services, LLC9,577
0.0% of portfolio›$550.4K
Allegiance Financial Group Advisory Services LLC9,295
0.1% of portfolio›$534.2K
Mather Group, Llc.9,241
0.0% of portfolio›$531.1K
Raiffeisen Bank International AG9,182
0.0% of portfolio›$534.2K
Flagship Harbor Advisors, LLC8,919
0.0% of portfolio›$512.6K
Vontobel Holding Ltd.8,890
0.0% of portfolio›$510.9K
Independent Financial Group, LLC8,786
0.0% of portfolio›$504.9K
VestGen Advisors, LLC8,778
0.0% of portfolio›$504.5K
TT Capital Management LLC8,638
0.4% of portfolio›$496.4K
Abel Hall, LLC8,636
0.1% of portfolio›$496.3K
Retirement Planning Group, LLC8,417
0.0% of portfolio›$483.7K
Woodmont Investment Counsel LLC8,270
0.0% of portfolio›$475.3K
Oak Thistle LLC8,226
0.0% of portfolio›$472.7K
AlphaStar Capital Management, LLC8,196
0.0% of portfolio›$471.0K
Twelve Points Wealth Management LLC7,964
0.1% of portfolio›$546.7K
North Dakota State Investment Board7,900
0.0% of portfolio›$454.0K
Crestwood Advisors Group, LLC7,702
0.0% of portfolio›$442.7K
Arrow Financial Corp7,611
0.0% of portfolio›$437.4K
Quadrant Capital Group LLC7,605
0.0% of portfolio›$456.4K
Soltis Investment Advisors LLC7,560
0.0% of portfolio›$434.5K
Procyon Advisors, LLC7,524
0.0% of portfolio›$432.4K
Forza Wealth Management, LLC7,500
0.1% of portfolio›$431.0K
BAM Wealth Management, LLC7,489
0.2% of portfolio›$430.4K
1900 Wealth Management LLC7,287
0.0% of portfolio›$418.8K
Hoxton Planning & Management, LLC7,258
0.1% of portfolio›$417.1K
Accurate Wealth Management, LLC7,101
0.0% of portfolio›$426.1K
Riversedge Advisors, LLC7,084
0.1% of portfolio›$407.1K
Gamma Investing LLC6,995
0.0% of portfolio›$402.0K
Strs Ohio6,986
0.0% of portfolio›$401.5K
RMR Wealth Builders6,750
0.0% of portfolio›$387.9K
First Horizon Corp6,708
0.0% of portfolio›$385.5K
KG Capital Management6,660
0.2% of portfolio›$382.8K
Prospera Financial Services Inc6,536
0.0% of portfolio›$448.6K
D.A. Davidson & Co.6,515
0.0% of portfolio›$374.4K
B. Riley Wealth Advisors, Inc.6,472
0.0% of portfolio›$372.0K
Klingman & Associates, LLC6,448
0.0% of portfolio›$370.6K
Oslo Pensjonsforsikring AS6,405
0.0% of portfolio›$368.1K
Rare Wolf Capital LLC6,376
0.2% of portfolio›$366.4K
Signaturefd, LLC6,318
0.0% of portfolio›$363.1K
Daymark Wealth Partners, LLC6,185
0.0% of portfolio›$355.5K
Intrua Financial, LLC6,184
0.0% of portfolio›$355.4K
Moody National Bank Trust Division6,116
0.0% of portfolio›$351.5K
Wedmont Private Capital6,114
0.0% of portfolio›$368.9K
Perigon Wealth Management, LLC6,094
0.0% of portfolio›$350.2K
QTR Family Wealth, LLC6,084
0.1% of portfolio›$349.6K
Avail Investment Partners, LLC6,081
0.3% of portfolio›$349.5K
Kestra Private Wealth Services, LLC6,016
0.0% of portfolio›$345.7K
Bell Bank5,914
0.0% of portfolio›$339.9K
Avidian Wealth Enterprises, LLC5,828
0.0% of portfolio›$335.0K
Sound Income Strategies, LLC5,803
0.0% of portfolio›$350.1K
Essential Partners LLC5,766
0.2% of portfolio›$331.4K
SYM Financial Corp5,754
0.0% of portfolio›$330.7K
Paladin Wealth, LLC5,713
0.2% of portfolio›$328.3K
SBI Securities Co., Ltd.5,711
0.0% of portfolio›$328.2K
AdvisorNet Financial, Inc5,390
0.0% of portfolio›$329.7K
Parallel Advisors, LLC5,371
0.0% of portfolio›$308.7K
Keybank National Association5,339
0.0% of portfolio›$306.8K
LifeGoal Investments, LLC5,243
0.1% of portfolio›$301.3K
Plan A Wealth LLC5,237
0.1% of portfolio›$301.0K
Greenleaf Trust5,222
0.0% of portfolio›$300.1K
Lake Street Private Wealth, LLC5,125
0.0% of portfolio›$294.5K
Cascade Investment Group, Inc.5,107
0.2% of portfolio›$293.5K
Simplicity Wealth,LLC5,095
0.0% of portfolio›$292.8K
SteelPeak Wealth, LLC4,975
0.0% of portfolio›$285.9K
Altfest L J & Co Inc4,940
0.0% of portfolio›$283.9K
Cooper Financial Group4,788
0.0% of portfolio›$275.1K
Sowell Financial Services LLC4,772
0.0% of portfolio›$274.2K
Stiles Financial Services Inc4,697
0.1% of portfolio›$269.9K
Kaufman Rossin Wealth, LLC4,683
0.1% of portfolio›$269.2K
Old National Bancorp4,647
0.0% of portfolio›$267.1K
Simon Quick Advisors, LLC4,634
0.0% of portfolio›$266.3K
Alpha Family Trust4,565
0.1% of portfolio›$240.3K
Northwest Wealth Management, LLC4,563
0.0% of portfolio›$262.2K
Y-Intercept (Hong Kong) Ltd4,376
0.0% of portfolio›$251.5K
Olympiad Research LP4,361
0.3% of portfolio›$250.6K
Beese Fulmer Investment Management, Inc.4,296
0.0% of portfolio›$246.9K
YHB Investment Advisors, Inc.4,092
0.0% of portfolio›$235.2K
waypoint wealth counsel4,083
0.1% of portfolio›$234.6K
Blue Capital, Inc.4,057
0.1% of portfolio›$233.1K
Compass Financial Management LLC3,970
0.0% of portfolio›$228.2K
Solstein Capital, LLC3,846
0.1% of portfolio›$221.0K
Cullen T Bankers, Inc.3,750
0.0% of portfolio›$215.5K
Prevail Innovative Wealth Advisors, LLC3,740
0.0% of portfolio›$218.8K
Koshinski Asset Management, Inc.3,740
0.0% of portfolio›$214.9K
Root Financial Partners, LLC3,739
0.0% of portfolio›$214.9K
CX Institutional3,727
0.0% of portfolio›$214
Iron Financial LLC3,664
0.1% of portfolio›$210.6K
TD Waterhouse Canada Inc.3,617
0.0% of portfolio›$209.1K
SJS Investment Consulting Inc.3,610
0.0% of portfolio›$207.5K
Hennion & Walsh Asset Management, Inc.3,608
0.0% of portfolio›$207.4K
Pinnacle Associates LTD3,569
0.0% of portfolio›$205.1K
Norden Group LLC3,568
0.0% of portfolio›$205.0K
Invested Advisors3,559
0.2% of portfolio›$204.6K
Aspiriant, LLC3,518
0.0% of portfolio›$202.2K
Lanark Financial, Inc.3,518
0.0% of portfolio›$202.2K
Bayforest Capital Ltd3,116
0.3% of portfolio›$179.1K
Viking Fund Management LLC3,000
0.0% of portfolio›$172.4K
True Wealth Design, LLC2,709
0.0% of portfolio›$155.7K
Creative Financial Designs Inc2,622
0.0% of portfolio›$150.7K
Wilmington Savings Fund Society, FSB2,569
0.0% of portfolio›$147.6K
West Paces Advisors Inc.2,000
0.0% of portfolio›$114.9K
Provenance Wealth Advisors, LLC1,964
0.0% of portfolio›$112.9K
M&G Plc1,955
0.0% of portfolio›$111.4K
Exchange Traded Concepts, LLC1,755
0.0% of portfolio›$100.9K
Covestor Ltd1,708
0.0% of portfolio›$98
Parkside Financial Bank & Trust1,570
0.0% of portfolio›$90.2K
Triumph Capital Management1,520
0.0% of portfolio›$87.4K
Elevated Capital Advisors, LLC1,495
0.0% of portfolio›$85.9K
Curat Global, LLC1,410
0.1% of portfolio›$81.0K
Security National Bank1,264
0.0% of portfolio›$72.6K
Versant Capital Management, Inc1,255
0.0% of portfolio›$72.1K
Citizens National Bank Trust Department1,180
0.0% of portfolio›$67.8K
Wealth Enhancement Trust Services, Inc.1,122
0.0% of portfolio›$64.5K
MassMutual Private Wealth & Trust, FSB1,072
0.0% of portfolio›$61.6K
Elyxium Wealth, LLC1,065
0.0% of portfolio›$61.2K
Cromwell Holdings LLC972
0.0% of portfolio›$55.9K
Pinnacle Bancorp, Inc.965
0.0% of portfolio›$55.5K
Contravisory Investment Management, Inc.910
0.0% of portfolio›$52.3K
Owl Creek Wealth Partners LLC855
0.0% of portfolio›$49.1K
Cassaday & Co Wealth Management LLC830
0.0% of portfolio›$47.7K
Atlantic Edge Private Wealth Management, LLC705
0.0% of portfolio›$40.5K
Manchester Capital Management LLC660
0.0% of portfolio›$37.9K
Advocate Investing Services LLC631
0.0% of portfolio›$36.3K
Private Trust Co NA630
0.0% of portfolio›$36.2K
Ascentis Independent Advisors627
0.0% of portfolio›$36.1K
Brown, Lisle Ings, Inc.614
0.0% of portfolio›$35.3K
Golden State Wealth Management, LLC600
0.0% of portfolio›$34.5K
Kelleher Financial Advisors594
0.0% of portfolio›$34.1K
Eastern Bank529
0.0% of portfolio›$30.4K
Fortitude Family Office, LLC504
0.0% of portfolio›$29.0K
Hilltop National Bank500
0.0% of portfolio›$28.7K
Rakuten Securities, Inc.442
0.0% of portfolio›$25.4K
United Community Bank425
0.0% of portfolio›$24.4K
Blue Trust, Inc.403
0.0% of portfolio›$23.2K
Pinnacle Wealth Planning Services, Inc.386
0.0% of portfolio›$22.2K
Activest Wealth Management365
0.0% of portfolio›$21.0K
Birch Financial Group, LLC348
0.0% of portfolio›$20.0K
TD Private Client Wealth LLC341
0.0% of portfolio›$19.6K
Global X Japan Co., Ltd.333
0.0% of portfolio›$19.1K
University of Texas S AM Investment Management Co312
0.0% of portfolio›$17.9K
Cedar Mountain Advisors, LLC311
0.0% of portfolio›$17.9K
Avion Wealth305
0.0% of portfolio›$17
Madden Securities Corp300
0.0% of portfolio›$17.2K
Quest 10 Wealth Builders, Inc.283
0.0% of portfolio›$16.3K
Cape Investment Advisory, Inc.259
0.0% of portfolio›$14.9K
Generali Asset Management SPA SGR247
0.0% of portfolio›$14.2K
Nova Financial LLC240
0.0% of portfolio›$13.8K
Salomon & Ludwin, LLC235
0.0% of portfolio›$13.5K
CoreCap Advisors, LLC228
0.0% of portfolio›$13.1K
Elevation Wealth Partners, LLC217
0.0% of portfolio›$12.5K
Entrust Financial LLC209
0.0% of portfolio›$12.0K
Fairscale Capital, LLC205
0.0% of portfolio›$14.1K
Lloyd Advisory Services, Llc.202
0.0% of portfolio›$11.6K
Guardian Partners Inc.200
0.0% of portfolio›$11.5K
Canton Hathaway, LLC200
0.0% of portfolio›$11.5K
Capital Advisors, Ltd. LLC196
0.0% of portfolio›$11
Spire Wealth Management192
0.0% of portfolio›$11.0K
Pension & Wealth Management Advisors, Inc.182
0.0% of portfolio›$10.5K
Financial Consulate, Inc175
0.0% of portfolio›$10.1K
Washington Trust Advisors, Inc.171
0.0% of portfolio›$9.8K
Farmers & Merchants Investments Inc170
0.0% of portfolio›$9.8K
City State Bank165
0.0% of portfolio›$9.5K
JFS Wealth Advisors, LLC159
0.0% of portfolio›$9.1K
Hazlett, Burt & Watson, Inc.150
0.0% of portfolio›$9
MTM Investment Management, LLC150
0.0% of portfolio›$8.6K
Hilton Head Capital Partners, LLC141
0.0% of portfolio›$8.1K
MV Capital Management, Inc.133
0.0% of portfolio›$7.6K
Private Wealth Management Group, LLC128
0.0% of portfolio›$7.4K
Westside Investment Management, Inc.125
0.0% of portfolio›$7.2K
Horizon Financial Services, LLC121
0.0% of portfolio›$7.0K
GoalVest Advisory LLC110
0.0% of portfolio›$6.3K
Lodestone Wealth Management LLC104
0.0% of portfolio›$6.0K
Creative Capital Management Investments LLC100
0.0% of portfolio›$5.7K
Northstar Asset Management Co100
0.0% of portfolio›$6.3K
Abound Wealth Management99
0.0% of portfolio›$5.7K
Proathlete Wealth Management LLC98
0.0% of portfolio›$5.6K
Valley National Advisers Inc92
0.0% of portfolio›$5.3K
Bay Harbor Wealth Management, LLC90
0.0% of portfolio›$5.2K
Buck Wealth Strategies, LLC89
0.0% of portfolio›$5.1K
Physician Wealth Advisors, Inc.88
0.0% of portfolio›$5.1K
Ares Financial Consulting, LLC87
0.0% of portfolio›$5.0K
Gables Capital Management Inc.87
0.0% of portfolio›$5.0K
Reyes Financial Architecture, Inc.83
0.0% of portfolio›$4.8K
Tounjian Advisory Partners, LLC83
0.0% of portfolio›$4.8K
Harbor Investment Advisory, LLC81
0.0% of portfolio›$4.7K
James T. Borello RIA78
0.0% of portfolio›$4.5K
Trust Co of Vermont77
0.0% of portfolio›$4.4K
Princeton Global Asset Management LLC66
0.0% of portfolio›$3.8K
Peoples Financial Services Corp.63
0.0% of portfolio›$3.6K
Rachor Investment Advisory Services, LLC62
0.0% of portfolio›$3.6K
American National Bank & Trust60
0.0% of portfolio›$3.4K
Arlington Trust Co LLC59
0.0% of portfolio›$3.4K
Bangor Savings Bank57
0.0% of portfolio›$3.3K
Key Capital Management, Inc57
0.0% of portfolio›$3.3K
UMB Private Wealth Management, LLC40
0.0% of portfolio›$2.3K
Hickory Point Bank & Trust39
0.0% of portfolio›$2.2K
American Capital Advisory, LLC39
0.0% of portfolio›$2.2K
Jnba Financial Advisors38
0.0% of portfolio›$2.2K
Ascentis Wealth Management, LLC33
0.0% of portfolio›$1.9K
Moisand Fitzgerald Tamayo, LLC33
0.0% of portfolio›$1.9K
Planning Strategies Inc.33
0.0% of portfolio›$1.9K
DiNuzzo Private Wealth, Inc.33
0.0% of portfolio›$1.9K
Latitude Advisors, LLC32
0.0% of portfolio›$1.9K
Highline Wealth Partners LLC32
0.0% of portfolio›$1.8K
First Bancorp, Inc30
0.0% of portfolio›$1.7K
Mosley Wealth Management29
0.0% of portfolio›$1.8K
Bare Financial Services, Inc28
0.0% of portfolio›$1.6K
Trust Co of Toledo NA27
0.0% of portfolio›$1.6K
WPG Advisers, LLC27
0.0% of portfolio›$1.6K
Hughes Financial Services, LLC25
0.0% of portfolio›$1.6K
Essex Investment Management Co LLC25
0.0% of portfolio›$1.4K
Caldwell Trust Co25
0.0% of portfolio›$1.4K
Signature Equity Partners, LLC25
0.0% of portfolio›$1.4K
Maseco LLP22
0.0% of portfolio›$1.3K
Key FInancial Inc21
0.0% of portfolio›$1.2K
Financial Management Professionals, Inc.21
0.0% of portfolio›$1.2K
Navigoe, LLC18
0.0% of portfolio›$1
Bell Investment Advisors, Inc18
0.0% of portfolio›$1.0K
Meriwether Wealth & Planning, LLC18
0.0% of portfolio›$1.0K
Bfsg, LLC17
0.0% of portfolio›$977
Grove Bank & Trust17
0.0% of portfolio›$977
Toth Financial Advisory Corp17
0.0% of portfolio›$977
Quaker Wealth Management, LLC17
0.0% of portfolio›$977
William Mack & Associates, Inc.14
0.0% of portfolio›$805
IMG Wealth Management, Inc.13
0.0% of portfolio›$747
Ashurst Perkins Coie Trust Co13
0.0% of portfolio›$747
WestEnd Advisors, LLC13
0.0% of portfolio›$747
DecisionPoint Financial, LLC12
0.0% of portfolio›$694
Strengthening Families & Communities, LLC11
0.0% of portfolio›$632
Trust Co11
0.0% of portfolio›$639
Nvwm, LLC10
0.0% of portfolio›$575
Raleigh Capital Management Inc.9
0.0% of portfolio›$512
Align Financial, LLC8
0.0% of portfolio›$460
Wilkerson Advisory Group LLC8
0.0% of portfolio›$460
Gilpin Wealth Management, LLC5
0.0% of portfolio›$288
Aspect Partners, LLC5
0.0% of portfolio›$287
Evolution Wealth Management Inc.5
0.0% of portfolio›$287
Maryland Capital Advisors Inc.4
0.0% of portfolio›$230
Davis Capital Management4
0.0% of portfolio›$230
3 Factor Indexing, LLC3
0.0% of portfolio›$173
Downshift Financial, LLC2
0.0% of portfolio›$115
Roxbury Financial LLC2
0.0% of portfolio›$89
Retirement Wealth Solutions LLC1
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,606,841$149.8M0.0%IndexLowAustin, TX2026-11-04
Cincinnati Insurance Co
885,666$50.9M0.7%CoreLowFairfield, OH2026-11-03
Hosking Partners LLP
777,140$44.7M1.6%GARPLowLondon, United Kingdom2026-10-21
Citigroup Inc
634,773$36.5M0.0%CoreMediumNew York, NY2026-11-04
Sumitomo Mitsui Trust Group, Inc.
596,210$34.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Assenagon Asset Management S.A.
493,810$28.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Alps Advisors Inc
460,202$26.4M0.1%YieldLowDenver, CO2026-11-03
Swedbank AB
448,635$25.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Arga Investment Management, LP
292,453$16.8M0.4%Deep ValueHighMiami, FL2026-10-30
Gradient Investments LLC
281,005$16.1M0.2%CoreMediumArden Hills, MN2026-10-08
Creative Planning
276,651$15.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Principal Financial Group Inc
265,136$15.2M0.0%CoreLowDes Moines, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
201,711$11.2M0.0%CoreLowPlymouth, MN2026-10-13
Robeco Institutional Asset Management B.V.
173,827$10.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
New York State Teachers Retirement System
166,836$9.6K0.0%CoreVery LowAlbany, NY2026-10-22
Pictet Asset Management Holding SA
142,612$8.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
140,479$8.1M0.4%YieldLowNew York, NY2026-10-21
DekaBank Deutsche Girozentrale
138,712$8.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Pekin Hardy Strauss, Inc.
138,699$8.0M0.7%ValueMediumChicago, IL2026-11-02
Cincinnati Financial Corp
121,991$7.0M0.1%CoreVery LowCincinnati, OH2026-11-03
Old North State Wealth Management, LLC
120,478$6.9M2.9%ValueMediumWilmington, NC2026-10-22
Carota Wealth Management
117,302$6.7M5.7%CoreHighThompsons Station, TN2026-11-03
Hourglass Capital, LLC
113,458$6.5M1.3%ValueMediumHouston, TX2026-10-26
KBC Group NV
113,337$6.5K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Gateway Investment Advisers LLC
112,777$6.5M0.1%GrowthLowCincinnati, OH2026-10-13
Asset Management One Co., Ltd.
109,636$6.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Wedge Capital Management L L P
104,964$6.0M0.1%ValueMediumCharlotte, NC2026-10-13
Fisher Funds Management LTD
104,727$6.0M0.2%CoreMediumAuckland, Peru2026-10-13
Kwmg, LLC
102,852$5.9M0.4%ETFVery LowOverland Park, KS2026-10-07
State of Alaska, Department of Revenue
102,849$5.9K0.0%CoreVery LowJuneau, AK2026-10-15
ABN Amro Investment Solutions
90,317$5.2M0.0%GrowthLowParis Cedex 008, India2026-10-21
Swiss Life Asset Management Ltd
88,726$5.1M0.0%CoreLowZurich, Switzerland2026-11-03
ASR Vermogensbeheer N.V.
80,541$4.6M0.0%CoreLowUtrecht, Philippines2026-10-16
Xponance LLC
78,591$4.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Genus Capital Management Inc.
74,600$4.3M0.4%GARPHighVancouver, UAE2026-11-04
Czech National Bank
74,253$4.3M0.0%IndexVery LowPrague, Bahrain2026-10-13
MacKenzie Financial Corp
72,728$4.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
AGF Management LTD
72,462$4.2M0.0%GrowthHighToronto, Australia2026-11-03
State of Michigan Retirement System
70,565$4.1M0.0%IndexLowEast Lansing, MI2026-10-27
Arizona State Retirement System
70,526$4.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Inspire Investing, LLC
70,437$4.0M0.2%GARPHighMeridian, ID2026-10-22
Mirae Asset Global Investments Co., Ltd.
66,946$3.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
ProShare Advisors LLC
66,163$3.8M0.0%GrowthLowBethesda, MD2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
61,661$3.5M0.0%GrowthLowStockholm, Sweden2026-10-15
Commonwealth Equity Services, LLC
58,750$3.4M0.0%ETFLowWaltham, MA2026-11-02
IFM Investors Pty Ltd
58,503$3.4M0.0%IndexVery LowMelbourne, China2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
57,096$3.3M0.0%CoreLowHarrisburg, PA2026-11-03
Stanley-Laman Group, Ltd.
56,194$3.2M0.4%GrowthMediumBerwyn, PA2026-10-20
Advocate Group LLC
55,564$3.2M0.5%YieldLowMinnetonka, MN2026-10-19
Retirement Systems of Alabama
54,194$3.1M0.0%IndexLowMontgomery, AL2026-11-04
Daiwa Securities Group Inc.
49,850$2.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
HB Wealth Management, LLC
48,450$2.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Neos Investment Management LLC
47,545$2.7M0.0%IndexVery LowWestport, CT2026-11-04
HBW Advisory Services LLC
47,504$2.7M0.3%ETFMediumSimi Valley, CA2026-10-15
Unison Advisors LLC
46,761$2.7M0.2%ETFVery LowProvidence, RI2026-10-29
Rakuten Investment Management, Inc.
46,372$2.7M0.0%ETFMediumTokyo, Mexico2026-10-30
Praxis Investment Management Inc
46,322$2.7K0.0%CoreLowGoshen, IN2026-11-03
Old Port Advisors
45,678$2.6M0.5%GARPLowPortland, ME2026-10-23
Amalgamated Bank
43,480$2.5K0.0%CoreVery LowNew York, NY2026-10-23
Brighton Jones LLC
42,924$2.5M0.0%CoreVery LowSeattle, WA2026-11-03
Manske Wealth Management
42,802$2.5M0.6%ValueVery LowHouston, TX2026-10-26
Lipe & Dalton
41,970$2.4K0.0%CoreLowSyracuse, NY2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
41,497$2.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
Americana Partners, LLC
38,457$2.2M0.0%CoreMediumHouston, TX2026-10-28
apricus wealth, LLC
38,455$2.2M1.0%YieldMediumBeaufort, SC2026-10-26
Assetmark, Inc
37,227$2.1M0.0%ETFLowConcord, CA2026-10-21
Aviance Capital Partners, LLC
36,893$2.1M0.2%CoreLowNaples, FL2026-10-29
Kestra Investment Management, LLC
36,700$2.1M0.0%ETFMediumAustin, TX2026-11-04
Yousif Capital Management, LLC
35,951$2.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Royal Fund Management, LLC
35,500$2.0M0.2%GrowthMediumLady Lake, FL2026-10-22
Intact Investment Management Inc.
35,000$2.0M0.1%YieldHighMontreal, Austria2026-11-03
Townsend & Associates, Inc
34,488$2.2M0.2%Deep ValueLowWestminster, CO2026-10-23
Cambridge Investment Research Advisors, Inc.
32,404$1.9K0.0%ETFLowFairfield, IA2026-11-02
Oregon Public Employees Retirement Fund
31,756$1.8M0.0%IndexVery LowTigard, OR2026-10-30
Evergreen Capital Management LLC
30,668$1.8M0.0%GARPMediumBellevue, WA2026-10-23
Citizens Financial Group Inc
30,042$1.7M0.0%GrowthLowProvidence, RI2026-10-23
Sigma Planning Corp
28,393$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Lido Advisors, LLC
28,338$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Chicago Partners Investment Group LLC
28,332$1.9M0.0%GARPLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
28,109$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Capital Investment Advisors, LLC
27,892$1.6M0.0%CoreLowAtlanta, GA2026-10-22
Mutual of America Capital Management LLC
26,426$1.5M0.0%IndexLowNew York, NY2026-10-23
Truist Financial Corp
25,256$1.5M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
25,221$1.4M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
24,644$1.4M0.0%GrowthMediumTampa, FL2026-10-16
First Citizens Bank & Trust Co
24,609$1.4M0.0%CoreMediumRaleigh, NC2026-10-14
Bank Pictet & Cie (Europe) AG
24,323$1.4M0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Symphony Financial, Ltd. Co.
24,254$1.4M0.1%GrowthLowHouston, TX2026-10-22
Bailard, Inc.
22,968$1.3M0.0%GrowthMediumFoster City, CA2026-10-13
Applied Finance Capital Management, LLC
20,816$1.2M0.1%CoreMediumSan Juan, PR2026-11-03
Abundance Wealth Counselors
20,547$1.2M0.2%GrowthLowState College, PA2026-10-26
IFP Advisors, Inc
20,343$1.2M0.0%GrowthLowTampa, FL2026-10-16
Gulf International Bank (UK) Ltd
19,589$1.1K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Parrish Capital LLC
18,651$1.1M1.0%ValueLowKennesaw, GA2026-10-01
Ignite Planners, LLC
18,261$62.1K0.0%CoreLowSan Clemente, CA2026-10-14
Crossmark Global Holdings, Inc.
18,140$1.0M0.0%GARPMediumHouston, TX2026-10-21
Cincinnati Casualty Co
17,683$1.0M0.5%ValueVery LowFairfield, OH2026-11-03
Krilogy Financial LLC
16,809$998.6K0.0%GrowthLowSt. Louis, MO2026-10-13
MBL Wealth, LLC
16,775$964.1K0.1%ETFLowCharlotte, NC2026-10-22
Centennial Wealth Advisory LLC
16,659$957.3K0.2%ETFLowTraverse City, MI2026-10-16
NorthCrest Asset Manangement, LLC
16,622$1.0M0.0%GrowthLowPlymouth, MN2026-10-13
Choreo, LLC
16,352$939.8K0.0%IndexLowRockford, IL2026-10-28
Atria Investments, Inc
16,248$933.8K0.0%CoreMediumCharlotte, NC2026-10-15
Nisa Investment Advisors, LLC
16,160$928.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
AlphaCore Capital LLC
16,159$928.7K0.0%ETFLowLa Jolla, CA2026-11-04
Cincinnati Indemnity Co
16,134$927.2K2.3%ValueVery LowFairfield, OH2026-11-03
Perpetual Ltd
16,087$924.5K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Investors Research Corp
15,989$918.9K0.2%ETFLowAtlanta, GA2026-10-07
Allspring Global Investments Holdings, LLC
15,853$916.0K0.0%CoreMediumCharlotte, NC2026-11-04
Adams Natural Resources Fund, Inc.
15,600$896.5K0.1%GARPMediumBaltimore, MD2026-10-21
Frank, Rimerman Advisors LLC
15,148$870.6K0.0%GrowthLowPalo Alto, CA2026-10-16
Fideuram Asset Management (Ireland) dac
14,396$853.4K0.0%CoreHighDublin 1, Lithuania2026-10-29
Waterfront Wealth Inc.
14,112$903.6K0.1%ValueLowOverland Park, KS2026-11-03
Parcion Private Wealth LLC
14,036$806.6K0.0%CoreMediumBellevue, WA2026-10-28
Triangle Securities Wealth Management
14,030$806.3K0.2%CoreLowRaleigh, NC2026-10-14
Straight Path Wealth Management
14,004$804.8K0.2%ETFLowJenison, MI2026-10-23
MGO One Seven LLC
13,925$800.3K0.0%GrowthLowBeachwood, OH2026-10-28
Caitong International Asset Management Co., Ltd
13,750$790.2K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Apollon Wealth Management, LLC
13,471$774.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Curated Wealth Partners LLC
13,320$765.5K0.1%GARPLowEl Segundo, CA2026-10-15
Oppenheimer & Co Inc
13,264$762.3K0.0%CoreLowNew York, NY2026-10-26
Louisiana State Employees Retirement System
12,700$729.9K0.0%IndexLowBaton Rouge, LA2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
12,679$728.7K0.0%GrowthHighMontreal, Austria2026-11-03
CSU Producer Resources, Inc.
12,334$708.8K2.1%ValueVery LowFairfield, OH2026-11-03
Cincinnati Specialty Underwriters Insurance Co
12,333$708.8K0.2%CoreLowFairfield, OH2026-11-03
Tokio Marine Asset Management Co LTD
12,322$708.1K0.0%GrowthLowTokyo, Mexico2026-10-26
Fifth Third Wealth Advisors LLC
12,038$691.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Retirement Planning Co of New England, Inc.
11,936$686.0K0.3%CoreLowWarwick, RI2026-10-15
Deseret Mutual Benefit Administrators
11,722$673.7K0.2%CoreMediumSalt Lake City, UT2026-11-04
Counterpoint Mutual Funds LLC
11,358$652.7K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Sterling Capital Management LLC
11,346$652.1K0.0%GARPMediumCharlotte, NC2026-10-22
1834 Investment Advisors Co
11,148$640.7K0.1%ValueLowMilwaukee, WI2026-10-16
V-Square Quantitative Management LLC
11,136$640.0K0.1%CoreLowChicago, IL2026-10-15
Profund Advisors LLC
10,947$629.1K0.0%GrowthLowBethesda, MD2026-10-29
Jamison Private Wealth Management, Inc.
10,883$625.4K0.1%GrowthVery LowMilton, GA2026-10-14
Castleview Partners, LLC
10,704$615.2K0.3%CoreMediumDallas, TX2026-10-09
Vise Technologies, Inc.
10,580$608.0K0.0%IndexLowNew York, NY2026-10-29
XML Financial, LLC
10,490$602.9K0.0%ETFLowBethesda, MD2026-10-29
Probity Advisors, Inc.
10,424$599.1K0.1%ETFLowDallas, TX2026-10-23
EverSource Wealth Advisors, LLC
10,386$596.9K0.0%CoreMediumBirmingham, AL2026-11-04
Ethic Inc.
10,295$591.7K0.0%CoreLowNew York, NY2026-11-03
Park Avenue Securities LLC
10,209$5870.0%ETFMediumNew York, NY2026-10-26
Cidel Asset Management Inc
10,197$586.0K0.0%CoreMediumToronto, Australia2026-10-29
Ipsen Advisor Group LLC
10,143$582.9K0.4%ETFLowLittle Rock, AR2026-10-29
Oppenheimer Asset Management Inc.
9,965$572.7K0.0%CoreMediumNew York, NY2026-10-27
Sky Investment Group LLC
9,841$565.6K0.1%CoreVery LowHartford, CT2026-10-30
Investment Research Partners LLC
9,583$550.8K0.2%CoreLowLemont, PA2026-10-19
Capital Investment Advisory Services, LLC
9,577$550.4K0.0%CoreMediumRaleigh, NC2026-10-30
Allegiance Financial Group Advisory Services LLC
9,295$534.2K0.1%ETFLowVienna, VA2026-11-02
Mather Group, Llc.
9,241$531.1K0.0%ETFMediumChicago, IL2026-10-14
Raiffeisen Bank International AG
9,182$534.2K0.0%GrowthMediumVienna, Chile2026-10-28
Flagship Harbor Advisors, LLC
8,919$512.6K0.0%ETFMediumBoston, MA2026-10-26
Vontobel Holding Ltd.
8,890$510.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Independent Financial Group, LLC
8,786$504.9K0.0%GrowthLowSan Diego, CA2026-10-13
VestGen Advisors, LLC
8,778$504.5K0.0%GrowthMediumChicago, IL2026-10-27
TT Capital Management LLC
8,638$496.4K0.4%YieldMediumGilbert, AZ2026-10-15
Abel Hall, LLC
8,636$496.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Retirement Planning Group, LLC
8,417$483.7K0.0%ETFVery LowLeawood, KS2026-10-19
Woodmont Investment Counsel LLC
8,270$475.3K0.0%GARPVery LowNashville, TN2026-10-29
Oak Thistle LLC
8,226$472.7K0.0%ValueVery HighNew York, NY2026-10-21
AlphaStar Capital Management, LLC
8,196$471.0K0.0%ETFMediumCornelius, NC2026-10-16
Twelve Points Wealth Management LLC
7,964$546.7K0.1%ETFMediumConcord, MA2026-11-03
North Dakota State Investment Board
7,900$454.0K0.0%GrowthMediumBismarck, ND2026-10-27
Crestwood Advisors Group, LLC
7,702$442.7K0.0%GrowthLowBoston, MA2026-10-27
Arrow Financial Corp
7,611$437.4K0.0%ETFLowGlens Falls, NY2026-10-26
Quadrant Capital Group LLC
7,605$456.4K0.0%CoreLowCincinnati, OH2026-10-20
Soltis Investment Advisors LLC
7,560$434.5K0.0%CoreMediumSt. George, UT2026-10-28
Procyon Advisors, LLC
7,524$432.4K0.0%CoreVery LowShelton, CT2026-10-21
Forza Wealth Management, LLC
7,500$431.0K0.1%CoreVery LowSarasota, FL2026-10-20
BAM Wealth Management, LLC
7,489$430.4K0.2%ETFHighLakewood, CO2026-10-15
1900 Wealth Management LLC
7,287$418.8K0.0%ETFLowSan Antonio, TX2026-10-13
Hoxton Planning & Management, LLC
7,258$417.1K0.1%ETFLowShepherdstown, WV2026-10-15
Accurate Wealth Management, LLC
7,101$426.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
Riversedge Advisors, LLC
7,084$407.1K0.1%ETFMediumWilmington, DE2026-10-09
Gamma Investing LLC
6,995$402.0K0.0%IndexVery LowFoster City, CA2026-10-08
Strs Ohio
6,986$401.5K0.0%CoreMediumColumbus, OH2026-10-30
RMR Wealth Builders
6,750$387.9K0.0%ETFLowMontclair, NJ2026-10-22
First Horizon Corp
6,708$385.5K0.0%CoreLowMemphis, TN2026-10-26
KG Capital Management
6,660$382.8K0.2%CoreLowSt. Francisville, LA2026-10-15
Prospera Financial Services Inc
6,536$448.6K0.0%CoreMediumDallas, TX2026-11-04
D.A. Davidson & Co.
6,515$374.4K0.0%CoreLowGreat Falls, MT2026-10-28
B. Riley Wealth Advisors, Inc.
6,472$372.0K0.0%GrowthLowMemphis, TN2026-10-13
Klingman & Associates, LLC
6,448$370.6K0.0%ETFVery LowNew York, NY2026-10-20
Oslo Pensjonsforsikring AS
6,405$368.1K0.0%ValueLowOslo, Norway2026-10-15
Rare Wolf Capital LLC
6,376$366.4K0.2%CoreMediumBellevue, WA2026-10-20
Signaturefd, LLC
6,318$363.1K0.0%IndexLowAtlanta, GA2026-10-23
Daymark Wealth Partners, LLC
6,185$355.5K0.0%CoreLowCincinnati, OH2026-11-04
Intrua Financial, LLC
6,184$355.4K0.0%ETFMediumHouston, TX2026-10-28
Moody National Bank Trust Division
6,116$351.5K0.0%CoreMediumGalveston, TX2026-10-06
Wedmont Private Capital
6,114$368.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Perigon Wealth Management, LLC
6,094$350.2K0.0%GrowthLowSan Francisco, CA2026-10-22
QTR Family Wealth, LLC
6,084$349.6K0.1%GrowthMediumLake Mary, FL2026-11-02
Avail Investment Partners, LLC
6,081$349.5K0.3%CoreMediumLemont, PA2026-10-16
Kestra Private Wealth Services, LLC
6,016$345.7K0.0%GrowthLowAustin, TX2026-10-30
Bell Bank
5,914$339.9K0.0%ETFLowFargo, ND2026-10-21
Avidian Wealth Enterprises, LLC
5,828$335.0K0.0%ETFLowHouston, TX2026-10-08
Sound Income Strategies, LLC
5,803$350.1K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Essential Partners LLC
5,766$331.4K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
SYM Financial Corp
5,754$330.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Paladin Wealth, LLC
5,713$328.3K0.2%CoreLowArden Hills, MN2026-10-23
SBI Securities Co., Ltd.
5,711$328.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
AdvisorNet Financial, Inc
5,390$329.7K0.0%ETFLowMinnetonka, MN2026-10-15
Parallel Advisors, LLC
5,371$308.7K0.0%IndexLowSan Francisco, CA2026-11-03
Keybank National Association
5,339$306.8K0.0%CoreLowBrooklyn, OH2026-11-04
LifeGoal Investments, LLC
5,243$301.3K0.1%ETFLowSaratoga Springs, NY2026-10-09
Plan A Wealth LLC
5,237$301.0K0.1%CoreLowLincoln, NE2026-10-08
Greenleaf Trust
5,222$300.1K0.0%CoreLowKalamazoo, MI2026-10-29
Lake Street Private Wealth, LLC
5,125$294.5K0.0%GrowthLowChicago, IL2026-10-22
Cascade Investment Group, Inc.
5,107$293.5K0.2%CoreLowColorado Springs, CO2026-10-13
Simplicity Wealth,LLC
5,095$292.8K0.0%ETFLowSummit, NJ2026-10-23
SteelPeak Wealth, LLC
4,975$285.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
Altfest L J & Co Inc
4,940$283.9K0.0%ETFHighNew York, NY2026-10-27
Cooper Financial Group
4,788$275.1K0.0%GrowthMediumIrvine, CA2026-10-07
Sowell Financial Services LLC
4,772$274.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Stiles Financial Services Inc
4,697$269.9K0.1%GrowthLowEdina, MN2026-10-30
Kaufman Rossin Wealth, LLC
4,683$269.2K0.1%ETFLowMiami, FL2026-10-19
Old National Bancorp
4,647$267.1K0.0%CoreLowEvansville, IN2026-10-20
Simon Quick Advisors, LLC
4,634$266.3K0.0%ETFLowMorristown, NJ2026-10-26
Alpha Family Trust
4,565$240.3K0.1%GrowthLowLos Angeles, CA2026-11-04
Northwest Wealth Management, LLC
4,563$262.2K0.0%ETFLowSpencer, IA2026-10-30
Y-Intercept (Hong Kong) Ltd
4,376$251.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Olympiad Research LP
4,361$250.6K0.3%Deep ValueVery HighStamford, CT2026-11-04
Beese Fulmer Investment Management, Inc.
4,296$246.9K0.0%CoreLowCanton, OH2026-10-23
YHB Investment Advisors, Inc.
4,092$235.2K0.0%GrowthLowWest Hartford, CT2026-10-08
waypoint wealth counsel
4,083$234.6K0.1%CoreLowAtlanta, GA2026-10-22
Blue Capital, Inc.
4,057$233.1K0.1%CoreHighOmaha, NE2026-10-13
Compass Financial Management LLC
3,970$228.2K0.0%CoreN/ATampa, FL2026-10-30
Solstein Capital, LLC
3,846$221.0K0.1%CoreLowMenlo Park, CA2026-11-02
Cullen T Bankers, Inc.
3,750$215.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Prevail Innovative Wealth Advisors, LLC
3,740$218.8K0.0%CoreVery HighLeawood, KS2026-10-20
Koshinski Asset Management, Inc.
3,740$214.9K0.0%ETFLowDecatur, IL2026-10-29
Root Financial Partners, LLC
3,739$214.9K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
3,727$2140.0%CoreMediumAuburn, IN2026-10-02
Iron Financial LLC
3,664$210.6K0.1%ETFLowNorthbrook, IL2026-10-23
TD Waterhouse Canada Inc.
3,617$209.1K0.0%CoreLowToronto, Australia2026-10-16
SJS Investment Consulting Inc.
3,610$207.5K0.0%ETFVery LowSylvania, OH2026-10-26
Hennion & Walsh Asset Management, Inc.
3,608$207.4K0.0%ValueMediumParsippany, NJ2026-10-13
Pinnacle Associates LTD
3,569$205.1K0.0%CoreLowNew York, NY2026-10-20
Norden Group LLC
3,568$205.0K0.0%GrowthMediumProvo, UT2026-10-20
Invested Advisors
3,559$204.6K0.2%CoreMediumState College, PA2026-10-23
Aspiriant, LLC
3,518$202.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
Lanark Financial, Inc.
3,518$202.2K0.0%CoreMediumBirmingham, AL2026-10-26
Bayforest Capital Ltd
3,116$179.1K0.3%Deep ValueVery HighLondon, United Kingdom2026-11-03
Viking Fund Management LLC
3,000$172.4K0.0%YieldMediumMinot, ND2026-10-14
True Wealth Design, LLC
2,709$155.7K0.0%ETFMediumAkron, OH2026-10-13
Creative Financial Designs Inc
2,622$150.7K0.0%ETFMediumKokomo, IN2026-11-04
Wilmington Savings Fund Society, FSB
2,569$147.6K0.0%CoreLowWilmington, DE2026-10-23
West Paces Advisors Inc.
2,000$114.9K0.0%ETFLowAtlanta, GA2026-10-13
Provenance Wealth Advisors, LLC
1,964$112.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
M&G Plc
1,955$111.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Exchange Traded Concepts, LLC
1,755$100.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Covestor Ltd
1,708$980.0%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
1,570$90.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Triumph Capital Management
1,520$87.4K0.0%ETFMediumDenver, CO2026-10-14
Elevated Capital Advisors, LLC
1,495$85.9K0.0%ETFMediumSandy, UT2026-11-04
Curat Global, LLC
1,410$81.0K0.1%CoreMediumSpringfield, NH2026-10-26
Security National Bank
1,264$72.6K0.0%GrowthLowOmaha, NE2026-10-26
Versant Capital Management, Inc
1,255$72.1K0.0%GARPLowPhoenix, AZ2026-10-02
Citizens National Bank Trust Department
1,180$67.8K0.0%CoreVery LowMeridian, MS2026-11-04
Wealth Enhancement Trust Services, Inc.
1,122$64.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
MassMutual Private Wealth & Trust, FSB
1,072$61.6K0.0%CoreLowSpringfield, MA2026-10-05
Elyxium Wealth, LLC
1,065$61.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Cromwell Holdings LLC
972$55.9K0.0%IndexLowJackson, WY2026-10-28
Pinnacle Bancorp, Inc.
965$55.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Contravisory Investment Management, Inc.
910$52.3K0.0%MomentumHighNorwell, MA2026-10-13
Owl Creek Wealth Partners LLC
855$49.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Cassaday & Co Wealth Management LLC
830$47.7K0.0%ETFVery LowMclean, VA2026-10-27
Atlantic Edge Private Wealth Management, LLC
705$40.5K0.0%CoreLowJacksonville, FL2026-10-20
Manchester Capital Management LLC
660$37.9K0.0%CoreLowManchester, VT2026-10-22
Advocate Investing Services LLC
631$36.3K0.0%ETFLowWoodbine, MD2026-10-26
Private Trust Co NA
630$36.2K0.0%CoreLowCleveland, OH2026-10-20
Ascentis Independent Advisors
627$36.1K0.0%ETFLowDallas, TX2026-11-03
Brown, Lisle Ings, Inc.
614$35.3K0.0%CoreVery LowProvidence, RI2026-10-16
Golden State Wealth Management, LLC
600$34.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Kelleher Financial Advisors
594$34.1K0.0%CoreMediumNew York, NY2026-10-30
Eastern Bank
529$30.4K0.0%GrowthMediumBoston, MA2026-10-05
Fortitude Family Office, LLC
504$29.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Hilltop National Bank
500$28.7K0.0%CoreLowCasper, WY2026-10-14
Rakuten Securities, Inc.
442$25.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
United Community Bank
425$24.4K0.0%CoreLowGreenville, SC2026-10-28
Blue Trust, Inc.
403$23.2K0.0%ETFLowBrentwood, TN2026-10-15
Pinnacle Wealth Planning Services, Inc.
386$22.2K0.0%GARPLowMansfield, OH2026-10-27
Activest Wealth Management
365$21.0K0.0%ETFLowAventura, FL2026-10-15
Birch Financial Group, LLC
348$20.0K0.0%CoreLowKeene, NH2026-10-27
TD Private Client Wealth LLC
341$19.6K0.0%ETFLowNew York, NY2026-10-28
Global X Japan Co., Ltd.
333$19.1K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
University of Texas S AM Investment Management Co
312$17.9K0.0%CoreHighAustin, TX2026-11-03
Cedar Mountain Advisors, LLC
311$17.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Avion Wealth
305$170.0%ETFLowThe Woodlands, TX2026-11-04
Madden Securities Corp
300$17.2K0.0%GrowthMediumDallas, TX2026-10-27
Quest 10 Wealth Builders, Inc.
283$16.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Cape Investment Advisory, Inc.
259$14.9K0.0%ETFLowMcdonough, GA2026-10-13
Generali Asset Management SPA SGR
247$14.2K0.0%CoreLowTrieste, Latvia2026-10-26
Nova Financial LLC
240$13.8K0.0%N/AN/ATucson, AZ2026-11-04
Salomon & Ludwin, LLC
235$13.5K0.0%ETFVery LowRichmond, VA2026-10-29
CoreCap Advisors, LLC
228$13.1K0.0%ETFMediumSouthfield, MI2026-10-08
Elevation Wealth Partners, LLC
217$12.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Entrust Financial LLC
209$12.0K0.0%ETFLowWayne, PA2026-11-04
Fairscale Capital, LLC
205$14.1K0.0%GrowthVery LowNashua, NH2026-11-04
Lloyd Advisory Services, Llc.
202$11.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Guardian Partners Inc.
200$11.5K0.0%ValueMediumToronto, South Africa2026-10-21
Canton Hathaway, LLC
200$11.5K0.0%ValueLowProvidence, RI2026-10-23
Capital Advisors, Ltd. LLC
196$110.0%ETFLowShaker Heights, OH2026-10-27
Spire Wealth Management
192$11.0K0.0%GrowthMediumMclean, VA2026-10-30
Pension & Wealth Management Advisors, Inc.
182$10.5K0.0%ETFLowWaltham, MA2026-10-16
Financial Consulate, Inc
175$10.1K0.0%ETFLowHunt Valley, MD2026-10-23
Washington Trust Advisors, Inc.
171$9.8K0.0%GrowthLowWellesley, MA2026-10-22
Farmers & Merchants Investments Inc
170$9.8K0.0%CoreVery LowLincoln, NE2026-10-22
City State Bank
165$9.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
JFS Wealth Advisors, LLC
159$9.1K0.0%ETFVery LowHermitage, PA2026-11-03
Hazlett, Burt & Watson, Inc.
150$90.0%CoreVery LowWheeling, WV2026-11-04
MTM Investment Management, LLC
150$8.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
Hilton Head Capital Partners, LLC
141$8.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
MV Capital Management, Inc.
133$7.6K0.0%ETFLowBethesda, MD2026-10-29
Private Wealth Management Group, LLC
128$7.4K0.0%ETFLowPrinceton, NJ2026-10-19
Westside Investment Management, Inc.
125$7.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Horizon Financial Services, LLC
121$7.0K0.0%ETFLowWinston Salem, NC2026-11-04
GoalVest Advisory LLC
110$6.3K0.0%ETFMediumNew York, NY2026-10-02
Lodestone Wealth Management LLC
104$6.0K0.0%CoreLowSpokane, WA2026-10-14
Creative Capital Management Investments LLC
100$5.7K0.0%ETFLowSan Diego, CA2026-10-28
Northstar Asset Management Co
100$6.3K0.0%CoreVery LowBlue Bell, PA2026-10-22
Abound Wealth Management
99$5.7K0.0%ETFVery LowFranklin, TN2026-10-26
Proathlete Wealth Management LLC
98$5.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Valley National Advisers Inc
92$5.3K0.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
90$5.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Buck Wealth Strategies, LLC
89$5.1K0.0%ValueMediumDenver, CO2026-10-28
Physician Wealth Advisors, Inc.
88$5.1K0.0%ETFMediumMidvale, UT2026-10-20
Ares Financial Consulting, LLC
87$5.0K0.0%CoreLowCalabasas, CA2026-10-19
Gables Capital Management Inc.
87$5.0K0.0%GrowthVery LowMiami, FL2026-11-04
Reyes Financial Architecture, Inc.
83$4.8K0.0%ETFVery HighSan Diego, CA2026-10-22
Tounjian Advisory Partners, LLC
83$4.8K0.0%GrowthHighFort Myers, FL2026-11-04
Harbor Investment Advisory, LLC
81$4.7K0.0%GrowthLowLutherville, MD2026-10-13
James T. Borello RIA
78$4.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Trust Co of Vermont
77$4.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Princeton Global Asset Management LLC
66$3.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Peoples Financial Services Corp.
63$3.6K0.0%CoreVery LowMoosic, PA2026-10-20
Rachor Investment Advisory Services, LLC
62$3.6K0.0%ETFVery LowLinden, MI2026-10-29
American National Bank & Trust
60$3.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
Arlington Trust Co LLC
59$3.4K0.0%ETFMediumBirmingham, AL2026-10-20
Bangor Savings Bank
57$3.3K0.0%ETFLowBangor, ME2026-10-06
Key Capital Management, Inc
57$3.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
UMB Private Wealth Management, LLC
40$2.3K0.0%GrowthN/AKansas City, MO2026-10-19
Hickory Point Bank & Trust
39$2.2K0.0%CoreVery LowDecatur, IL2026-10-01
American Capital Advisory, LLC
39$2.2K0.0%ETFLowKetchum, ID2026-10-28
Jnba Financial Advisors
38$2.2K0.0%ETFMediumBloomington, MN2026-11-03
Ascentis Wealth Management, LLC
33$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Moisand Fitzgerald Tamayo, LLC
33$1.9K0.0%ETFVery LowOrlando, FL2026-10-15
Planning Strategies Inc.
33$1.9K0.0%ETFN/ALancaster, PA2026-10-02
DiNuzzo Private Wealth, Inc.
33$1.9K0.0%ETFLowBeaver, PA2026-10-16
Latitude Advisors, LLC
32$1.9K0.0%ETFLowYorkville, IL2026-10-27
Highline Wealth Partners LLC
32$1.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
First Bancorp, Inc
30$1.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Mosley Wealth Management
29$1.8K0.0%ETFHighAnaheim, CA2026-10-16
Bare Financial Services, Inc
28$1.6K0.0%ETFVery LowGap, PA2026-11-04
Trust Co of Toledo NA
27$1.6K0.0%GrowthVery LowHolland, OH2026-10-16
WPG Advisers, LLC
27$1.6K0.0%CoreLowBaltimore, MD2026-10-27
Hughes Financial Services, LLC
25$1.6K0.0%ETFLowHerndon, VA2026-10-30
Essex Investment Management Co LLC
25$1.4K0.0%GrowthMediumBoston, MA2026-10-19
Caldwell Trust Co
25$1.4K0.0%GrowthLowVenice, FL2026-10-30
Signature Equity Partners, LLC
25$1.4K0.0%GrowthMediumColumbus, OH2026-10-29
Maseco LLP
22$1.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Key FInancial Inc
21$1.2K0.0%ETFLowWest Chester, PA2026-11-02
Financial Management Professionals, Inc.
21$1.2K0.0%ETFMediumAustin, TX2026-10-23
Navigoe, LLC
18$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Bell Investment Advisors, Inc
18$1.0K0.0%ETFVery LowOrinda, CA2026-10-29
Meriwether Wealth & Planning, LLC
18$1.0K0.0%ETFMediumMinden, LA2026-10-13
Bfsg, LLC
17$9770.0%CoreLowIrvine, CA2026-10-30
Grove Bank & Trust
17$9770.0%ETFLowMiami, FL2026-10-08
Toth Financial Advisory Corp
17$9770.0%CoreLowLeesburg, VA2026-10-08
Quaker Wealth Management, LLC
17$9770.0%ETFMediumMoorestown, NJ2026-10-22
William Mack & Associates, Inc.
14$8050.0%ETFLowTroy, MI2026-10-27
IMG Wealth Management, Inc.
13$7470.0%ETFMediumJacksonville, FL2026-10-27
Ashurst Perkins Coie Trust Co
13$7470.0%CoreVery LowSeattle, WA2026-10-15
WestEnd Advisors, LLC
13$7470.0%ETFMediumCharlotte, NC2026-10-27
DecisionPoint Financial, LLC
12$6940.0%ETFVery LowMesa, AZ2026-10-27
Strengthening Families & Communities, LLC
11$6320.0%CoreMediumBoston, MA2026-10-21
Trust Co
11$6390.0%ETFVery LowManhattan, KS2026-10-09
Nvwm, LLC
10$5750.0%GrowthMediumYardley, PA2026-10-14
Raleigh Capital Management Inc.
9$5120.0%CoreMediumCary, NC2026-10-28
Align Financial, LLC
8$4600.0%ETFVery LowHermantown, MN2026-10-16
Wilkerson Advisory Group LLC
8$4600.0%ETFMediumColumbia, MO2026-10-20
Gilpin Wealth Management, LLC
5$2880.0%GrowthLowDenver, CO2026-10-09
Aspect Partners, LLC
5$2870.0%ETFMediumFairfax, VA2026-10-20
Evolution Wealth Management Inc.
5$2870.0%ETFMediumFort Myers, FL2026-10-28
Maryland Capital Advisors Inc.
4$2300.0%ETFVery LowChester, MD2026-10-15
Davis Capital Management
4$2300.0%CoreLowJacksonville, FL2026-10-08
3 Factor Indexing, LLC
3$1730.0%ETFLowSacramento, CA2026-10-15
Downshift Financial, LLC
2$1150.0%ETFLowBoulder, CO2026-10-13
Roxbury Financial LLC
2$890.0%CoreVery LowMount Arlington, NJ2026-10-01
Retirement Wealth Solutions LLC
1$580.0%ETFLowMarshfield, WI2026-10-07