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Magnum ICE Cream Co NV (MICC)

CUSIP: N5505D105 | 754 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 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/AOrbis Investment Management LTD28,475,3044.7%Newly reportedJun 30, 2026No 13F filer matched
13G/AOrbis Investment Management LTD28,475,304

Institutional Holders — Q3 2026

Pzena Investment Management LLC14,014,899
0.6% of portfolio›$220.1M
M&G Plc13,276,469
1.2% of portfolio›$240.7M
Flossbach VON Storch SE8,544,309
0.8% of portfolio›$152.1M
Dimensional Fund Advisors LP2,623,529
0.0% of portfolio›$46.7M
Bank of New York Mellon Corp1,392,060
0.0% of portfolio›$24.8M
Ninety One UK Ltd1,040,046
0.0% of portfolio›$18.6M
Citigroup Inc843,172
0.0% of portfolio›$15.0M
Beutel, Goodman & Co Ltd.762,988
0.0% of portfolio›$13.6K
MacKenzie Financial Corp664,939
0.0% of portfolio›$11.8M
Pictet Asset Management Holding SA450,087
0.0% of portfolio›$8.0M
Fideuram Asset Management (Ireland) dac291,973
0.1% of portfolio›$4.9M
TD Waterhouse Canada Inc.191,028
0.0% of portfolio›$3.3M
CenterBook Partners LP187,026
0.2% of portfolio›$3.3M
SEB Asset Management AB157,725
0.0% of portfolio›$2.8M
ASR Vermogensbeheer N.V.115,534
0.0% of portfolio›$2.1M
Everett Harris & Co91,695
0.0% of portfolio›$1.6M
Regions Financial Corp76,094
0.0% of portfolio›$1.4M
Johnson Financial Group, LLC62,510
0.1% of portfolio›$1.1M
Yacktman Asset Management LP51,671
0.0% of portfolio›$918.7K
111 Capital50,542
0.1% of portfolio›$899.5K
Creative Planning48,822
0.0% of portfolio›$868.1K
Crossmark Global Holdings, Inc.45,976
0.0% of portfolio›$817.5K
Bellecapital International Ltd.45,734
0.1% of portfolio›$814.6K
Kennon-Green & Company, LLC45,459
0.6% of portfolio›$808.3K
Assenagon Asset Management S.A.40,122
0.0% of portfolio›$715.9K
Gulf International Bank (UK) Ltd35,000
0.0% of portfolio›$622
Generali Asset Management SPA SGR33,861
0.0% of portfolio›$523.6K
Matthew Goff Investment Advisor, LLC33,646
0.1% of portfolio›$598.2K
J. Safra Sarasin Holding AG33,501
0.0% of portfolio›$597.7K
Evergreen Capital Management LLC31,868
0.0% of portfolio›$566.6K
Grandfield & Dodd, LLC29,997
0.0% of portfolio›$533.3K
Vontobel Holding Ltd.29,675
0.0% of portfolio›$528.2K
Commonwealth Equity Services, LLC28,791
0.0% of portfolio›$511.9K
GFS Advisors, LLC26,933
0.1% of portfolio›$479.0K
Convergence Financial, LLC26,719
0.1% of portfolio›$475.1K
Axxion S.A.22,582
0.0% of portfolio›$402.9K
Truist Financial Corp21,408
0.0% of portfolio›$380.6K
Yousif Capital Management, LLC19,620
0.0% of portfolio›$348.8K
US Bancorp \de\17,706
0.0% of portfolio›$314.8K
Wealth Enhancement Advisory Services, LLC16,943
0.0% of portfolio›$295.5K
Keating Investment Counselors Inc16,822
0.1% of portfolio›$299.1K
Versant Capital Management, Inc16,699
0.0% of portfolio›$297.8K
Quadrant Capital Group LLC15,643
0.0% of portfolio›$276.9K
Moran Wealth Management, LLC14,746
0.0% of portfolio›$263.1K
Advocate Group LLC14,176
0.0% of portfolio›$252.0K
Regatta Capital Group, LLC14,004
0.0% of portfolio›$249.0K
Tweedy, Browne Co LLC11,134
0.0% of portfolio›$198.0K
Kestra Advisory Services, LLC11,071
0.0% of portfolio›$196.8K
Signaturefd, LLC10,197
0.0% of portfolio›$181.3K
Cambridge Investment Research Advisors, Inc.10,089
0.0% of portfolio›$180
Blue Trust, Inc.9,844
0.0% of portfolio›$175.0K
Cardinal Capital Management9,691
0.0% of portfolio›$172.3K
Sava Infond d.o.o.8,460
0.0% of portfolio›$150.9K
Bank Julius Baer & Co. Ltd, Zurich4,575
0.0% of portfolio›$81.7K
Wilmington Savings Fund Society, FSB4,107
0.0% of portfolio›$73.0K
Farther Finance Advisors, LLC3,983
0.0% of portfolio›$70.8K
Ninety One SA (PTY) Ltd3,511
0.0% of portfolio›$62.7K
Parallel Advisors, LLC3,230
0.0% of portfolio›$57.4K
Mather Group, Llc.3,149
0.0% of portfolio›$56.0K
North Star Investment Management Corp.2,618
0.0% of portfolio›$46.5K
Guardian Partners Inc.2,584
0.0% of portfolio›$45.9K
Manchester Capital Management LLC2,418
0.0% of portfolio›$43.0K
V-Square Quantitative Management LLC2,376
0.0% of portfolio›$42.2K
Gamma Investing LLC2,086
0.0% of portfolio›$37.1K
Compagnie Lombard Odier SCmA1,934
0.0% of portfolio›$34.5K
Intesa Sanpaolo Wealth Management1,855
0.0% of portfolio›$33.1K
Costello Asset Management, Inc1,500
0.0% of portfolio›$26.7K
James T. Borello RIA1,294
0.0% of portfolio›$23.0K
Hazlett, Burt & Watson, Inc.1,191
0.0% of portfolio›$20
Maseco LLP1,100
0.0% of portfolio›$19.6K
Pinnacle Wealth Planning Services, Inc.901
0.0% of portfolio›$16.0K
Cromwell Holdings LLC888
0.0% of portfolio›$15.8K
Eastern Bank850
0.0% of portfolio›$15.1K
Clean Yield Group795
0.0% of portfolio›$14.1K
Atlantic Edge Private Wealth Management, LLC680
0.0% of portfolio›$12.1K
EverSource Wealth Advisors, LLC671
0.0% of portfolio›$11.9K
First Horizon Corp632
0.0% of portfolio›$11.2K
Larson Financial Group LLC593
0.0% of portfolio›$10.5K
Rosenberg Matthew Hamilton588
0.0% of portfolio›$10.5K
Valley National Advisers Inc582
0.0% of portfolio›$10.3K
Caitong International Asset Management Co., Ltd578
0.0% of portfolio›$10.3K
IFP Advisors, Inc559
0.0% of portfolio›$9.9K
Beacon Investment Advisory Services, Inc.540
0.0% of portfolio›$9.6K
Grove Bank & Trust413
0.0% of portfolio›$7.3K
Salomon & Ludwin, LLC411
0.0% of portfolio›$7.3K
Albion Financial Group399
0.0% of portfolio›$7.1K
CX Institutional394
0.0% of portfolio›$7
Parkside Financial Bank & Trust383
0.0% of portfolio›$6.8K
Fifth Third Bancorp381
0.0% of portfolio›$6.8K
Hara Capital LLC376
0.0% of portfolio›$6.7K
MassMutual Private Wealth & Trust, FSB341
0.0% of portfolio›$6.1K
Chilton Capital Management LLC332
0.0% of portfolio›$5.9K
Root Financial Partners, LLC319
0.0% of portfolio›$5.7K
GHP Investment Advisors, Inc.289
0.0% of portfolio›$5.1K
Private Trust Co NA283
0.0% of portfolio›$5.0K
Montag A & Associates Inc280
0.0% of portfolio›$5.0K
Elevation Wealth Partners, LLC275
0.0% of portfolio›$4.9K
Assetmark, Inc256
0.0% of portfolio›$4.6K
Global Trust Asset Management, LLC242
0.0% of portfolio›$4.3K
Financial Consulate, Inc226
0.0% of portfolio›$4.0K
Ascentis Independent Advisors213
0.0% of portfolio›$3.8K
Fairscale Capital, LLC208
0.0% of portfolio›$4.1K
Owl Creek Wealth Partners LLC202
0.0% of portfolio›$3.6K
Gen-Wealth Partners Inc200
0.0% of portfolio›$3.6K
Main Street Group, LTD200
0.0% of portfolio›$3.6K
Olistico Wealth, LLC200
0.0% of portfolio›$3.6K
Quaker Wealth Management, LLC195
0.0% of portfolio›$3.5K
Provenance Wealth Advisors, LLC193
0.0% of portfolio›$3.4K
Compass Wealth Management LLC177
0.0% of portfolio›$3.1K
Lanark Financial, Inc.163
0.0% of portfolio›$2.9K
MB, Levis & Associates, LLC162
0.0% of portfolio›$2.9K
DecisionPoint Financial, LLC161
0.0% of portfolio›$2.8K
Physician Wealth Advisors, Inc.160
0.0% of portfolio›$2.8K
Hanson & Doremus Investment Management156
0.0% of portfolio›$3
First United Bank & Trust155
0.0% of portfolio›$2.8K
Financial Management Professionals, Inc.149
0.0% of portfolio›$2.6K
Banque de Luxembourg S.A.149
0.0% of portfolio›$2.7K
Oakworth Capital, Inc.147
0.0% of portfolio›$2.6K
First Bancorp, Inc146
0.0% of portfolio›$2.6K
Murphy & Mullick Capital Management Corp137
0.0% of portfolio›$2.4K
Rossby Financial, LCC125
0.0% of portfolio›$2.2K
Hilton Head Capital Partners, LLC125
0.0% of portfolio›$2.2K
High Point Wealth Management, LLC120
0.0% of portfolio›$2.1K
Country Trust Bank118
0.0% of portfolio›$2.1K
Ares Financial Consulting, LLC118
0.0% of portfolio›$2.1K
Arvest Investments, Inc.114
0.0% of portfolio›$2.0K
Pension & Wealth Management Advisors, Inc.110
0.0% of portfolio›$2.0K
Nfsg Corp110
0.0% of portfolio›$2.0K
1620 Investment Advisors, Inc.109
0.0% of portfolio›$1.9K
CoreCap Advisors, LLC108
0.0% of portfolio›$1.9K
Mainstream Capital Management LLC108
0.0% of portfolio›$1.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP100
0.0% of portfolio›$1.8K
Mcdonald Partners LLC100
0.0% of portfolio›$1.8K
Nvwm, LLC100
0.0% of portfolio›$1.8K
Tompkins Financial Corp100
0.0% of portfolio›$1.8K
TD Private Client Wealth LLC100
0.0% of portfolio›$1.8K
Nisa Investment Advisors, LLC98
0.0% of portfolio›$1.7K
City State Bank96
0.0% of portfolio›$1.7K
West Financial Advisors, LLC96
0.0% of portfolio›$1.7K
Bangor Savings Bank93
0.0% of portfolio›$1.7K
Harbor Investment Advisory, LLC90
0.0% of portfolio›$1.6K
Farmers & Merchants Investments Inc88
0.0% of portfolio›$1.6K
Golden State Wealth Management, LLC82
0.0% of portfolio›$1.5K
Trust Co82
0.0% of portfolio›$1.5K
Bell Investment Advisors, Inc81
0.0% of portfolio›$1.4K
North Point Portfolio Managers Corp80
0.0% of portfolio›$1.4K
Barrett & Company, Inc.80
0.0% of portfolio›$1.4K
Latitude Advisors, LLC80
0.0% of portfolio›$1.4K
Asset Dedication, LLC79
0.0% of portfolio›$1.4K
Citizens National Bank Trust Department71
0.0% of portfolio›$1.3K
MTM Investment Management, LLC64
0.0% of portfolio›$1.1K
Highline Wealth Partners LLC61
0.0% of portfolio›$1.1K
Smallwood Wealth Investment Management, LLC60
0.0% of portfolio›$1.1K
Private Wealth Management Group, LLC60
0.0% of portfolio›$1.1K
Lodestone Wealth Management LLC58
0.0% of portfolio›$1.0K
Wolff Wiese Magana LLC57
0.0% of portfolio›$1.0K
Kozak & Associates, Inc.57
0.0% of portfolio›$1.1K
William Mack & Associates, Inc.54
0.0% of portfolio›$961
Horrell Capital Management, Inc.49
0.0% of portfolio›$1.0K
Sterling Capital Management LLC48
0.0% of portfolio›$853
Elyxium Wealth, LLC41
0.0% of portfolio›$729
Richardson Financial Services Inc.40
0.0% of portfolio›$711
Sunrise Financial Services, LLC40
0.0% of portfolio›$711
Ascentis Wealth Management, LLC39
0.0% of portfolio›$692
American Capital Advisory, LLC37
0.0% of portfolio›$658
New England Capital Financial Advisors LLC36
0.0% of portfolio›$641
CGC Financial Services, LLC35
0.0% of portfolio›$622
Cape Investment Advisory, Inc.34
0.0% of portfolio›$605
UMB Private Wealth Management, LLC32
0.0% of portfolio›$569
Financial Perspectives, Inc31
0.0% of portfolio›$551
Key FInancial Inc30
0.0% of portfolio›$535
Archer Investment Corp30
0.0% of portfolio›$533
Birch Financial Group, LLC29
0.0% of portfolio›$521
Silver Grove Financial Group, Inc.27
0.0% of portfolio›$480
Harbor Asset Planning, Inc.26
0.0% of portfolio›$462
Piscataqua Savings Bank26
0.0% of portfolio›$461
Union Savings Bank25
0.0% of portfolio›$444
Madden Securities Corp25
0.0% of portfolio›$445
Glass Jacobson Investment Advisors llc24
0.0% of portfolio›$427
True Wealth Design, LLC24
0.0% of portfolio›$427
Southern Michigan Bank & Trust21
0.0% of portfolio›$374
Planning Strategies Inc.21
0.0% of portfolio›$373
Nemes Rush Group LLC21
0.0% of portfolio›$373
NorthAvenue LLC20
0.0% of portfolio›$356
Gables Capital Management Inc.20
0.0% of portfolio›$356
Buck Wealth Strategies, LLC20
0.0% of portfolio›$356
Pflug Koory, LLC20
0.0% of portfolio›$356
Washington Trust Advisors, Inc.20
0.0% of portfolio›$356
SRH Advisors, LLC20
0.0% of portfolio›$356
Tounjian Advisory Partners, LLC18
0.0% of portfolio›$320
WPG Advisers, LLC18
0.0% of portfolio›$320
Brown, Lisle Ings, Inc.17
0.0% of portfolio›$302
Old Second National Bank of Aurora16
0.0% of portfolio›$285
Holos Integrated Wealth LLC15
0.0% of portfolio›$282
Quest 10 Wealth Builders, Inc.15
0.0% of portfolio›$267
Hickory Point Bank & Trust13
0.0% of portfolio›$231
Indiana Trust & Investment Management Co12
0.0% of portfolio›$214
Flagship Wealth Advisors, LLC10
0.0% of portfolio›$178
Western Pacific Wealth Management, LP10
0.0% of portfolio›$178
Hoey Investments, Inc10
0.0% of portfolio›$178
Laurel Wealth Advisors LLC8
0.0% of portfolio›$143
Covestor Ltd8
0.0% of portfolio›$0
Monetary Solutions, Ltd8
0.0% of portfolio›$142
Atwood & Palmer Inc8
0.0% of portfolio›$143
Paladin Partners, LLC7
0.0% of portfolio›$124
Next Level Wealth Planning, LLC7
0.0% of portfolio›$124
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$89
Hilltop National Bank5
0.0% of portfolio›$89
Fairman Group, LLC4
0.0% of portfolio›$71
Comprehensive Financial Planning, Inc.4
0.0% of portfolio›$71
Gilpin Wealth Management, LLC3
0.0% of portfolio›$54
Creative Financial Designs Inc3
0.0% of portfolio›$53
Fairway Wealth LLC2
0.0% of portfolio›$36
Robbins Farley2
0.0% of portfolio›$36
Strategic Advocates LLC1
0.0% of portfolio›$18
Triumph Capital Management1
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Pzena Investment Management LLC
14,014,899$220.1M0.6%Deep ValueMediumNew York, NY2026-10-30
M&G Plc
13,276,469$240.7M1.2%CoreMediumLondon, United Kingdom2026-11-04
Flossbach VON Storch SE
8,544,309$152.1M0.8%CoreMediumCologne, Hong Kong2026-10-28
Dimensional Fund Advisors LP
2,623,529$46.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,392,060$24.8M0.0%CoreLowNew York, NY2026-11-05
Ninety One UK Ltd
1,040,046$18.6M0.0%CoreMediumLondon, United Kingdom2026-10-15
Citigroup Inc
843,172$15.0M0.0%CoreMediumNew York, NY2026-11-04
Beutel, Goodman & Co Ltd.
762,988$13.6K0.0%ValueMediumToronto, Australia2026-11-04
MacKenzie Financial Corp
664,939$11.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Pictet Asset Management Holding SA
450,087$8.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fideuram Asset Management (Ireland) dac
291,973$4.9M0.1%CoreHighDublin 1, Lithuania2026-10-29
TD Waterhouse Canada Inc.
191,028$3.3M0.0%CoreLowToronto, Australia2026-10-16
CenterBook Partners LP
187,026$3.3M0.2%ValueVery HighGreenwich, CT2026-11-02
SEB Asset Management AB
157,725$2.8M0.0%CoreN/AStockholm, Sweden2026-11-04
ASR Vermogensbeheer N.V.
115,534$2.1M0.0%CoreLowUtrecht, Philippines2026-10-16
Everett Harris & Co
91,695$1.6M0.0%CoreVery LowLos Angeles, CA2026-10-28
Regions Financial Corp
76,094$1.4M0.0%CoreLowBirmingham, AL2026-11-05
Johnson Financial Group, LLC
62,510$1.1M0.1%ETFLowDenver, CO2026-11-03
Yacktman Asset Management LP
51,671$918.7K0.0%ValueVery LowAustin, TX2026-11-02
111 Capital
50,542$899.5K0.1%CoreVery HighParis, India2026-11-03
Creative Planning
48,822$868.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Crossmark Global Holdings, Inc.
45,976$817.5K0.0%GARPMediumHouston, TX2026-10-21
Bellecapital International Ltd.
45,734$814.6K0.1%GrowthMediumZurich, Switzerland2026-10-21
Kennon-Green & Company, LLC
45,459$808.3K0.6%ValueLowNew Albany, OH2026-10-05
Assenagon Asset Management S.A.
40,122$715.9K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Gulf International Bank (UK) Ltd
35,000$6220.0%CoreVery LowLondon, United Kingdom2026-10-20
Generali Asset Management SPA SGR
33,861$523.6K0.0%CoreLowTrieste, Latvia2026-10-26
Matthew Goff Investment Advisor, LLC
33,646$598.2K0.1%CoreMediumHouston, TX2026-10-13
J. Safra Sarasin Holding AG
33,501$597.7K0.0%CoreMediumBasel, Switzerland2026-10-26
Evergreen Capital Management LLC
31,868$566.6K0.0%GARPMediumBellevue, WA2026-10-23
Grandfield & Dodd, LLC
29,997$533.3K0.0%CoreVery LowNew York, NY2026-10-29
Vontobel Holding Ltd.
29,675$528.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Commonwealth Equity Services, LLC
28,791$511.9K0.0%ETFLowWaltham, MA2026-11-02
GFS Advisors, LLC
26,933$479.0K0.1%CoreLowHouston, TX2026-11-03
Convergence Financial, LLC
26,719$475.1K0.1%ETFMediumColumbia, MO2026-10-27
Axxion S.A.
22,582$402.9K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Truist Financial Corp
21,408$380.6K0.0%CoreLowCharlotte, NC2026-10-30
Yousif Capital Management, LLC
19,620$348.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
US Bancorp \de\
17,706$314.8K0.0%IndexLowMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
16,943$295.5K0.0%CoreLowPlymouth, MN2026-10-13
Keating Investment Counselors Inc
16,822$299.1K0.1%YieldVery LowDelray Beach, FL2026-10-14
Versant Capital Management, Inc
16,699$297.8K0.0%GARPLowPhoenix, AZ2026-10-02
Quadrant Capital Group LLC
15,643$276.9K0.0%CoreLowCincinnati, OH2026-10-20
Moran Wealth Management, LLC
14,746$263.1K0.0%CoreMediumNaples, FL2026-10-22
Advocate Group LLC
14,176$252.0K0.0%YieldLowMinnetonka, MN2026-10-19
Regatta Capital Group, LLC
14,004$249.0K0.0%ETFLowEl Segundo, CA2026-10-23
Tweedy, Browne Co LLC
11,134$198.0K0.0%Deep ValueLowStamford, CT2026-11-04
Kestra Advisory Services, LLC
11,071$196.8K0.0%CoreLowAustin, TX2026-11-02
Signaturefd, LLC
10,197$181.3K0.0%IndexLowAtlanta, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
10,089$1800.0%ETFLowFairfield, IA2026-11-02
Blue Trust, Inc.
9,844$175.0K0.0%ETFLowBrentwood, TN2026-10-15
Cardinal Capital Management
9,691$172.3K0.0%ValueVery LowRaleigh, NC2026-10-21
Sava Infond d.o.o.
8,460$150.9K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
4,575$81.7K0.0%GrowthMediumZurich, Switzerland2026-10-29
Wilmington Savings Fund Society, FSB
4,107$73.0K0.0%CoreLowWilmington, DE2026-10-23
Farther Finance Advisors, LLC
3,983$70.8K0.0%IndexLowSan Francisco, CA2026-10-08
Ninety One SA (PTY) Ltd
3,511$62.7K0.0%YieldMediumCape Town, Thailand2026-10-15
Parallel Advisors, LLC
3,230$57.4K0.0%IndexLowSan Francisco, CA2026-11-03
Mather Group, Llc.
3,149$56.0K0.0%ETFMediumChicago, IL2026-10-14
North Star Investment Management Corp.
2,618$46.5K0.0%CoreLowChicago, IL2026-10-27
Guardian Partners Inc.
2,584$45.9K0.0%ValueMediumToronto, South Africa2026-10-21
Manchester Capital Management LLC
2,418$43.0K0.0%CoreLowManchester, VT2026-10-22
V-Square Quantitative Management LLC
2,376$42.2K0.0%CoreLowChicago, IL2026-10-15
Gamma Investing LLC
2,086$37.1K0.0%IndexVery LowFoster City, CA2026-10-08
Compagnie Lombard Odier SCmA
1,934$34.5K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Intesa Sanpaolo Wealth Management
1,855$33.1K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Costello Asset Management, Inc
1,500$26.7K0.0%CoreLowFeasterville, PA2026-10-30
James T. Borello RIA
1,294$23.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Hazlett, Burt & Watson, Inc.
1,191$200.0%CoreVery LowWheeling, WV2026-11-04
Maseco LLP
1,100$19.6K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Pinnacle Wealth Planning Services, Inc.
901$16.0K0.0%GARPLowMansfield, OH2026-10-27
Cromwell Holdings LLC
888$15.8K0.0%IndexLowJackson, WY2026-10-28
Eastern Bank
850$15.1K0.0%GrowthMediumBoston, MA2026-10-05
Clean Yield Group
795$14.1K0.0%CoreLowNorwich, VT2026-10-28
Atlantic Edge Private Wealth Management, LLC
680$12.1K0.0%CoreLowJacksonville, FL2026-10-20
EverSource Wealth Advisors, LLC
671$11.9K0.0%CoreMediumBirmingham, AL2026-11-04
First Horizon Corp
632$11.2K0.0%CoreLowMemphis, TN2026-10-26
Larson Financial Group LLC
593$10.5K0.0%GrowthLowSt Louis, MO2026-11-05
Rosenberg Matthew Hamilton
588$10.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Valley National Advisers Inc
582$10.3K0.0%ETFLowBethlehem, PA2026-10-23
Caitong International Asset Management Co., Ltd
578$10.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
IFP Advisors, Inc
559$9.9K0.0%GrowthLowTampa, FL2026-10-16
Beacon Investment Advisory Services, Inc.
540$9.6K0.0%GrowthLowMorristown, NJ2026-10-13
Grove Bank & Trust
413$7.3K0.0%ETFLowMiami, FL2026-10-08
Salomon & Ludwin, LLC
411$7.3K0.0%ETFVery LowRichmond, VA2026-10-29
Albion Financial Group
399$7.1K0.0%GrowthLowSalt Lake City, UT2026-10-21
CX Institutional
394$70.0%CoreMediumAuburn, IN2026-10-02
Parkside Financial Bank & Trust
383$6.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fifth Third Bancorp
381$6.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Hara Capital LLC
376$6.7K0.0%Deep ValueMediumBellevue, WA2026-10-30
MassMutual Private Wealth & Trust, FSB
341$6.1K0.0%CoreLowSpringfield, MA2026-10-05
Chilton Capital Management LLC
332$5.9K0.0%GrowthMediumHouston, TX2026-10-28
Root Financial Partners, LLC
319$5.7K0.0%ETFMediumEncinitas, CA2026-10-21
GHP Investment Advisors, Inc.
289$5.1K0.0%CoreVery LowDenver, CO2026-10-15
Private Trust Co NA
283$5.0K0.0%CoreLowCleveland, OH2026-10-20
Montag A & Associates Inc
280$5.0K0.0%CoreLowAtlanta, GA2026-10-29
Elevation Wealth Partners, LLC
275$4.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Assetmark, Inc
256$4.6K0.0%ETFLowConcord, CA2026-10-21
Global Trust Asset Management, LLC
242$4.3K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Financial Consulate, Inc
226$4.0K0.0%ETFLowHunt Valley, MD2026-10-23
Ascentis Independent Advisors
213$3.8K0.0%ETFLowDallas, TX2026-11-03
Fairscale Capital, LLC
208$4.1K0.0%GrowthVery LowNashua, NH2026-11-04
Owl Creek Wealth Partners LLC
202$3.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Gen-Wealth Partners Inc
200$3.6K0.0%CoreLowZeeland, MI2026-11-04
Main Street Group, LTD
200$3.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Olistico Wealth, LLC
200$3.6K0.0%GrowthVery LowTulsa, OK2026-10-05
Quaker Wealth Management, LLC
195$3.5K0.0%ETFMediumMoorestown, NJ2026-10-22
Provenance Wealth Advisors, LLC
193$3.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Compass Wealth Management LLC
177$3.1K0.0%GARPLowGuilford, CT2026-10-22
Lanark Financial, Inc.
163$2.9K0.0%CoreMediumBirmingham, AL2026-10-26
MB, Levis & Associates, LLC
162$2.9K0.0%ETFVery LowCenter Valley, PA2026-10-16
DecisionPoint Financial, LLC
161$2.8K0.0%ETFVery LowMesa, AZ2026-10-27
Physician Wealth Advisors, Inc.
160$2.8K0.0%ETFMediumMidvale, UT2026-10-20
Hanson & Doremus Investment Management
156$30.0%CoreVery LowBurlington, VT2026-10-16
First United Bank & Trust
155$2.8K0.0%CoreLowOakland, MD2026-10-22
Financial Management Professionals, Inc.
149$2.6K0.0%ETFMediumAustin, TX2026-10-23
Banque de Luxembourg S.A.
149$2.7K0.0%CoreLowLuxembourg, Netherlands2026-10-14
Oakworth Capital, Inc.
147$2.6K0.0%ETFLowBirmingham, AL2026-10-26
First Bancorp, Inc
146$2.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Murphy & Mullick Capital Management Corp
137$2.4K0.0%GrowthLowSmithtown, NY2026-11-02
Rossby Financial, LCC
125$2.2K0.0%ETFMediumMelbourne, FL2026-11-05
Hilton Head Capital Partners, LLC
125$2.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
High Point Wealth Management, LLC
120$2.1K0.0%ETFLowChester, NJ2026-11-05
Country Trust Bank
118$2.1K0.0%GrowthLowBloomington, IL2026-10-30
Ares Financial Consulting, LLC
118$2.1K0.0%CoreLowCalabasas, CA2026-10-19
Arvest Investments, Inc.
114$2.0K0.0%ETFLowLowell, AR2026-10-21
Pension & Wealth Management Advisors, Inc.
110$2.0K0.0%ETFLowWaltham, MA2026-10-16
Nfsg Corp
110$2.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
1620 Investment Advisors, Inc.
109$1.9K0.0%ValueLowPlymouth, MA2026-11-04
CoreCap Advisors, LLC
108$1.9K0.0%ETFMediumSouthfield, MI2026-10-08
Mainstream Capital Management LLC
108$1.9K0.0%GrowthLowLos Angeles, CA2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
100$1.8K0.0%GrowthVery LowBoston, MA2026-10-23
Mcdonald Partners LLC
100$1.8K0.0%CoreLowCleveland, OH2026-11-03
Nvwm, LLC
100$1.8K0.0%GrowthMediumYardley, PA2026-10-14
Tompkins Financial Corp
100$1.8K0.0%CoreLowIthaca, NY2026-10-05
TD Private Client Wealth LLC
100$1.8K0.0%ETFLowNew York, NY2026-10-28
Nisa Investment Advisors, LLC
98$1.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
City State Bank
96$1.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
West Financial Advisors, LLC
96$1.7K0.0%ETFLowDes Moines, IA2026-10-22
Bangor Savings Bank
93$1.7K0.0%ETFLowBangor, ME2026-10-06
Harbor Investment Advisory, LLC
90$1.6K0.0%GrowthLowLutherville, MD2026-10-13
Farmers & Merchants Investments Inc
88$1.6K0.0%CoreVery LowLincoln, NE2026-10-22
Golden State Wealth Management, LLC
82$1.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Trust Co
82$1.5K0.0%ETFVery LowManhattan, KS2026-10-09
Bell Investment Advisors, Inc
81$1.4K0.0%ETFVery LowOrinda, CA2026-10-29
North Point Portfolio Managers Corp
80$1.4K0.0%GrowthLowOrange Village, OH2026-10-07
Barrett & Company, Inc.
80$1.4K0.0%ETFLowProvidence, RI2026-10-22
Latitude Advisors, LLC
80$1.4K0.0%ETFLowYorkville, IL2026-10-27
Asset Dedication, LLC
79$1.4K0.0%ETFLowSan Francisco, CA2026-11-03
Citizens National Bank Trust Department
71$1.3K0.0%CoreVery LowMeridian, MS2026-11-04
MTM Investment Management, LLC
64$1.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
Highline Wealth Partners LLC
61$1.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Smallwood Wealth Investment Management, LLC
60$1.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Private Wealth Management Group, LLC
60$1.1K0.0%ETFLowPrinceton, NJ2026-10-19
Lodestone Wealth Management LLC
58$1.0K0.0%CoreLowSpokane, WA2026-10-14
Wolff Wiese Magana LLC
57$1.0K0.0%GrowthLowCarslbad, CA2026-10-15
Kozak & Associates, Inc.
57$1.1K0.0%ETFLowHighlands Ranch, CO2026-10-29
William Mack & Associates, Inc.
54$9610.0%ETFLowTroy, MI2026-10-27
Horrell Capital Management, Inc.
49$1.0K0.0%ValueVery LowLittle Rock, AR2026-10-08
Sterling Capital Management LLC
48$8530.0%GARPMediumCharlotte, NC2026-10-22
Elyxium Wealth, LLC
41$7290.0%GrowthVery LowBeverly Hills, CA2026-10-27
Richardson Financial Services Inc.
40$7110.0%GrowthMediumMedway, MA2026-10-30
Sunrise Financial Services, LLC
40$7110.0%ETFMediumBurien, WA2026-10-21
Ascentis Wealth Management, LLC
39$6920.0%Agg GrowthLowDallas, TX2026-11-03
American Capital Advisory, LLC
37$6580.0%ETFLowKetchum, ID2026-10-28
New England Capital Financial Advisors LLC
36$6410.0%ETFLowMeriden, CT2026-11-03
CGC Financial Services, LLC
35$6220.0%ETFLowLake Oswego, OR2026-10-13
Cape Investment Advisory, Inc.
34$6050.0%ETFLowMcdonough, GA2026-10-13
UMB Private Wealth Management, LLC
32$5690.0%GrowthN/AKansas City, MO2026-10-19
Financial Perspectives, Inc
31$5510.0%GrowthVery LowMinneapolis, MN2026-11-03
Key FInancial Inc
30$5350.0%ETFLowWest Chester, PA2026-11-02
Archer Investment Corp
30$5330.0%CoreMediumCarmel, IN2026-11-05
Birch Financial Group, LLC
29$5210.0%CoreLowKeene, NH2026-10-27
Silver Grove Financial Group, Inc.
27$4800.0%CoreMediumOrchard Park, NY2026-11-05
Harbor Asset Planning, Inc.
26$4620.0%ETFVery LowBelmont, MA2026-10-23
Piscataqua Savings Bank
26$4610.0%CoreVery LowPortsmouth, NH2026-10-21
Union Savings Bank
25$4440.0%CoreLowLitchfield, CT2026-10-14
Madden Securities Corp
25$4450.0%GrowthMediumDallas, TX2026-10-27
Glass Jacobson Investment Advisors llc
24$4270.0%ETFLowOwings Mills, MD2026-10-26
True Wealth Design, LLC
24$4270.0%ETFMediumAkron, OH2026-10-13
Southern Michigan Bank & Trust
21$3740.0%ETFLowColdwater, MI2026-10-19
Planning Strategies Inc.
21$3730.0%ETFN/ALancaster, PA2026-10-02
Nemes Rush Group LLC
21$3730.0%CoreVery LowNovi, MI2026-11-04
NorthAvenue LLC
20$3560.0%ETFVery LowColumbus, OH2026-10-29
Gables Capital Management Inc.
20$3560.0%GrowthVery LowMiami, FL2026-11-04
Buck Wealth Strategies, LLC
20$3560.0%ValueMediumDenver, CO2026-10-28
Pflug Koory, LLC
20$3560.0%CoreVery LowOmaha, NE2026-10-26
Washington Trust Advisors, Inc.
20$3560.0%GrowthLowWellesley, MA2026-10-22
SRH Advisors, LLC
20$3560.0%ETFVery LowSalina, KS2026-10-22
Tounjian Advisory Partners, LLC
18$3200.0%GrowthHighFort Myers, FL2026-11-04
WPG Advisers, LLC
18$3200.0%CoreLowBaltimore, MD2026-10-27
Brown, Lisle Ings, Inc.
17$3020.0%CoreVery LowProvidence, RI2026-10-16
Old Second National Bank of Aurora
16$2850.0%CoreLowAurora, IL2026-10-22
Holos Integrated Wealth LLC
15$2820.0%ETFLowKennett Square, PA2026-10-23
Quest 10 Wealth Builders, Inc.
15$2670.0%ETFLowFuquay-Varina, VA2026-11-02
Hickory Point Bank & Trust
13$2310.0%CoreVery LowDecatur, IL2026-10-01
Indiana Trust & Investment Management Co
12$2140.0%GrowthLowMishawaka, IN2026-10-22
Flagship Wealth Advisors, LLC
10$1780.0%ETFLowWakefield, MA2026-11-03
Western Pacific Wealth Management, LP
10$1780.0%GrowthLowLake Forest, IL2026-10-16
Hoey Investments, Inc
10$1780.0%Agg GrowthLowCoatesville, PA2026-10-29
Laurel Wealth Advisors LLC
8$1430.0%CoreVery LowCharlotte, NC2026-10-27
Covestor Ltd
8$00.0%ValueHighLondon, United Kingdom2026-10-30
Monetary Solutions, Ltd
8$1420.0%ETFVery LowDayton, OH2026-10-22
Atwood & Palmer Inc
8$1430.0%CoreVery LowKansas City, MO2026-10-08
Paladin Partners, LLC
7$1240.0%ETFVery LowHartland, WI2026-10-06
Next Level Wealth Planning, LLC
7$1240.0%ETFVery LowMeridian, ID2026-10-29
Dhjj Financial Advisors, Ltd.
5$890.0%ETFVery LowNaperville, IL2026-10-23
Hilltop National Bank
5$890.0%CoreLowCasper, WY2026-10-14
Fairman Group, LLC
4$710.0%ETFLowChesterbrook, PA2026-10-26
Comprehensive Financial Planning, Inc.
4$710.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Gilpin Wealth Management, LLC
3$540.0%GrowthLowDenver, CO2026-10-09
Creative Financial Designs Inc
3$530.0%ETFMediumKokomo, IN2026-11-04
Fairway Wealth LLC
2$360.0%ETFLowIndependence, OH2026-10-30
Robbins Farley
2$360.0%CoreMediumBedford, NH2026-10-21
Strategic Advocates LLC
1$180.0%GrowthLowSacramento, CA2026-11-03
Triumph Capital Management
1$180.0%ETFMediumDenver, CO2026-10-14
4.7% of class · Jun 30, 2026
Newly reported
No 13F filer matched