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Iren Limited (IREN)

CUSIP: Q4982L109 | 1044 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/ABank of America Corp16,387,9804.1%−4,639,200Sep 30, 202614,211,325 sh (Jun 30, 2026)
13GKenneth Griffin
with Citadel Securities GP LLC, Citadel Securities Group LP, Citadel Securities LLC, +3 more
18,687,9384.7%Newly reportedSep 23, 2026No 13F filer matched
13GThe Goldman Sachs Group, Inc.33,642,0549.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABank of America Corp16,387,980
4.1% of class · Sep 30, 2026−4,639,200
14,211,325 sh (Jun 30, 2026)
13GKenneth Griffin18,687,938
4.7% of class · Sep 23, 2026Newly reported
with Citadel Securities GP LLC, Citadel Securities Group LP, Citadel Securities LLC, +3 more
No 13F filer matched
13GThe Goldman Sachs Group, Inc.33,642,054
9.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Citigroup Inc12,391,699
0.2% of portfolio›$506.6M
Imc-Chicago, LLC2,339,776
0.0% of portfolio›$95.7M
Barclays PLC2,094,847
0.0% of portfolio›$85.6M
Jefferies Financial Group Inc.1,756,512
0.5% of portfolio›$71.8M
Bank of New York Mellon Corp886,865
0.0% of portfolio›$36.3M
Sumitomo Mitsui Trust Group, Inc.652,415
0.0% of portfolio›$26.7M
Mitsubishi UFJ Asset Management Co., Ltd.519,318
0.0% of portfolio›$21.2M
RPM Capital Partners, LLC393,871
88.8% of portfolio›$16.1M
Privium Fund Management B.V.370,150
2.9% of portfolio›$15.1M
Axxion S.A.340,248
0.9% of portfolio›$13.9M
Context Capital Management, LLC331,600
0.3% of portfolio›$13.6M
Mirae Asset Global Investments Co., Ltd.328,773
0.0% of portfolio›$13.4M
NAN Fung Trinity (HK) Ltd294,973
1.2% of portfolio›$12.1M
Avaii Wealth Management, LLC211,009
2.5% of portfolio›$8.8M
Cushing Asset Management, LP dba NXG Investment Management210,400
0.4% of portfolio›$8.6M
Exchange Traded Concepts, LLC199,673
0.0% of portfolio›$8.2M
Chicago Partners Investment Group LLC151,189
0.1% of portfolio›$3.8M
DE Burlo Group Inc147,500
1.1% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC140,999
0.0% of portfolio›$5.0M
Asset Management One Co., Ltd.135,313
0.0% of portfolio›$5.5M
Pictet Asset Management Holding SA130,947
0.0% of portfolio›$5.4M
Vima LLC129,803
5.4% of portfolio›$5.3M
Truist Financial Corp124,907
0.0% of portfolio›$5.1M
Laurion Capital Management LP124,524
0.1% of portfolio›$5.1M
Commonwealth Equity Services, LLC123,440
0.0% of portfolio›$5.0M
Fjarde Ap-Fonden TH Swedish National Pension Fund119,200
0.0% of portfolio›$4.9M
State of New Jersey Common Pension Fund D112,890
0.0% of portfolio›$4.6M
Rakuten Securities, Inc.112,327
1.3% of portfolio›$4.6M
Evolution Wealth Advisors, LLC112,118
0.5% of portfolio›$4.6M
Bison Wealth, LLC100,161
0.3% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.98,379
0.0% of portfolio›$4.0K
Arizona State Retirement System95,165
0.0% of portfolio›$3.9M
StoneX Group Inc.91,069
0.1% of portfolio›$3.6M
Meridian Wealth Management, LLC90,969
0.1% of portfolio›$3.7M
Blue Jean Financial LLC86,775
2.2% of portfolio›$3.5M
IFM Investors Pty Ltd84,685
0.0% of portfolio›$3.5M
Caitong International Asset Management Co., Ltd78,357
0.3% of portfolio›$3.2M
Kestra Advisory Services, LLC74,387
0.0% of portfolio›$3.0M
Gateway Investment Advisers LLC70,089
0.0% of portfolio›$2.9M
SBI Securities Co., Ltd.69,390
0.1% of portfolio›$2.8M
Secure Asset Management, LLC68,981
0.4% of portfolio›$2.8M
Integrity Alliance, Llc.68,828
0.1% of portfolio›$2.8M
SEB Asset Management AB68,706
0.0% of portfolio›$2.8M
Summit Securities Group LLC67,166
0.3% of portfolio›$2.7M
Sippican Capital Advisors64,975
1.8% of portfolio›$2.7M
MacKenzie Financial Corp59,911
0.0% of portfolio›$2.4M
Vontobel Holding Ltd.53,379
0.0% of portfolio›$2.2M
Mn Services Vermogensbeheer B.V.52,500
0.0% of portfolio›$2.1K
Xponance LLC50,939
0.0% of portfolio›$2.1M
Swiss Life Asset Management Ltd47,032
0.0% of portfolio›$1.9M
Farther Finance Advisors, LLC46,572
0.0% of portfolio›$1.9M
Nicholas Wealth, Llc.45,304
1.0% of portfolio›$1.9M
Oppenheimer & Co Inc44,809
0.0% of portfolio›$1.8M
Virginia Retirement Systems ET Al43,860
0.0% of portfolio›$1.8M
KBC Group NV42,801
0.0% of portfolio›$1.8K
Creative Planning42,180
0.0% of portfolio›$1.7M
J.W. Cole Advisors, Inc.41,758
0.0% of portfolio›$1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd37,147
0.0% of portfolio›$1.5M
SteelPeak Wealth, LLC36,056
0.0% of portfolio›$1.5M
Triglav Investments, D.O.O.35,409
0.1% of portfolio›$1.4M
Sigma Planning Corp35,329
0.0% of portfolio›$1.4M
Eurizon Capital SGR S.p.A.34,405
0.0% of portfolio›$1.4M
Teamwork Financial Advisors, LLC34,111
0.2% of portfolio›$1.4M
Daiwa Securities Group Inc.34,000
0.0% of portfolio›$1.4M
Robeco Institutional Asset Management B.V.31,655
0.0% of portfolio›$1.3M
DekaBank Deutsche Girozentrale31,363
0.0% of portfolio›$1.3K
Machina Capital S.A.S.31,273
0.2% of portfolio›$1.3M
ASR Vermogensbeheer N.V.31,102
0.0% of portfolio›$1.3M
Wedbush Securities Inc30,586
0.0% of portfolio›$1.3K
US Bancorp \de\30,339
0.0% of portfolio›$1.2M
CenterBook Partners LP28,449
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC28,397
0.0% of portfolio›$1.2M
Elevatus Welath Management27,526
0.3% of portfolio›$1.1M
Concurrent Investment Advisors, LLC26,361
0.0% of portfolio›$1.1M
Balefire, LLC25,939
0.2% of portfolio›$1.1M
Peterson Wealth Services25,607
0.2% of portfolio›$1.0M
Prospera Financial Services Inc25,065
0.0% of portfolio›$600.3K
Gulf International Bank (UK) Ltd24,985
0.0% of portfolio›$1.0K
J. Safra Sarasin Holding AG23,835
0.0% of portfolio›$974.4K
Lecap Asset Management LTD23,110
0.5% of portfolio›$944.7K
Rakuten Investment Management, Inc.22,656
0.0% of portfolio›$937.5K
Alchemi Wealth, LLC21,880
0.4% of portfolio›$894.5K
Independent Financial Group, LLC20,989
0.0% of portfolio›$858.0K
W.G. Shaheen & Associates DBA Whitney & Co20,595
0.1% of portfolio›$841.9K
Apollon Wealth Management, LLC20,306
0.0% of portfolio›$830.1K
Avidian Wealth Enterprises, LLC20,067
0.0% of portfolio›$820.3K
Parametrica Management Ltd20,000
0.6% of portfolio›$817.6K
United Advisor Group, LLC19,870
0.1% of portfolio›$812.3K
Colonial River Investments, LLC19,607
0.2% of portfolio›$801.5K
Genesee Capital Advisors, LLC18,804
0.2% of portfolio›$768.7K
Perigon Wealth Management, LLC18,413
0.0% of portfolio›$752.7K
International Assets Investment Management, LLC17,974
0.0% of portfolio›$730.6K
PNC Financial Services Group, Inc.17,890
0.0% of portfolio›$731.3K
Victory Financial Group, LLC16,608
0.1% of portfolio›$678.9K
Balboa Wealth Partners16,157
0.1% of portfolio›$660.5K
Mission Wealth Management, LP16,085
0.0% of portfolio›$657.6K
Amalgamated Bank16,057
0.0% of portfolio›$656
Ascent Wealth Partners, LLC15,866
0.1% of portfolio›$648.6K
Axxcess Wealth Management, LLC15,789
0.0% of portfolio›$645.5K
Merit Financial Group, LLC15,470
0.0% of portfolio›$632.4K
Ring Mountain Capital, LLC14,751
0.2% of portfolio›$603.0K
Opal Wealth Advisors, LLC14,571
0.1% of portfolio›$595.7K
Oak Grove Capital LLC14,500
0.0% of portfolio›$592.8K
Global Assets Advisory, LLC14,250
0.1% of portfolio›$574.9K
Tactive Advisors, LLC14,098
0.1% of portfolio›$576.3K
Oppenheimer Asset Management Inc.13,760
0.0% of portfolio›$562.5K
AlphaCore Capital LLC13,354
0.0% of portfolio›$545.9K
Encompass Wealth Advisors, LLC13,220
0.1% of portfolio›$540.4K
Activest Wealth Management12,391
0.1% of portfolio›$506.5K
Verity Asset Management, Inc.12,328
0.2% of portfolio›$504.0K
Piar LLC12,205
0.3% of portfolio›$498.9K
Capstone Capital Management Ltd11,936
0.2% of portfolio›$487.9K
Elevation Point Wealth Partners, LLC11,916
0.0% of portfolio›$487.1K
Lionsbridge Wealth Management LLC11,293
0.5% of portfolio›$461.7K
HMS Capital Management, LLC11,264
0.2% of portfolio›$460.5K
WealthPlan Investment Management, LLC11,190
0.0% of portfolio›$457.4K
Clear Harbor Asset Management, LLC11,130
0.0% of portfolio›$455.0K
Woodward Diversified Capital, LLC11,050
0.2% of portfolio›$451.7K
Truefg, LLC10,873
0.1% of portfolio›$444.5K
Fifth Third Wealth Advisors LLC10,604
0.0% of portfolio›$433.5K
North Dakota State Investment Board10,139
0.0% of portfolio›$414.5K
Metatron Capital Sicav plc - Metatron Long Term Equity Fund10,000
0.2% of portfolio›$408.8K
Intrua Financial, LLC9,947
0.0% of portfolio›$406.6K
Choreo, LLC9,586
0.0% of portfolio›$391.9K
Weaver Consulting Group9,553
0.1% of portfolio›$390.5K
Yorktown Management & Research Co Inc9,450
0.3% of portfolio›$386.3K
Wealth Management Partners, LLC9,075
0.1% of portfolio›$371.0K
Sterling Capital Management LLC8,883
0.0% of portfolio›$363.1K
Benin Management Corp8,880
0.1% of portfolio›$363.0K
Pekin Hardy Strauss, Inc.8,665
0.0% of portfolio›$354.2K
Lauer Wealth, LLC8,620
0.2% of portfolio›$307.8K
HUB Investment Partners, LLC8,574
0.0% of portfolio›$350.5K
FNY Investment Advisers, LLC8,571
0.0% of portfolio›$350
Polaris Financial Partners8,296
0.2% of portfolio›$342
Krilogy Financial LLC8,239
0.0% of portfolio›$286.7K
Benchmark Financial, LLC8,000
0.3% of portfolio›$327.0K
Atria Investments, Inc7,995
0.0% of portfolio›$326.8K
DKM Wealth Management, Inc.7,964
0.2% of portfolio›$325.6K
Integrity Advisory Solutions, LLC7,707
0.0% of portfolio›$315.1K
HB Wealth Management, LLC7,690
0.0% of portfolio›$314.4K
Savant Capital, LLC7,613
0.0% of portfolio›$311.2K
SAX Wealth Advisors, LLC7,377
0.0% of portfolio›$301.6K
Richmond Investment Services, LLC7,276
0.1% of portfolio›$297.4K
Cooper S Advisors, LLC7,037
0.1% of portfolio›$287.7K
Vise Technologies, Inc.6,620
0.0% of portfolio›$270.6K
Valeo Financial Advisors, LLC6,481
0.0% of portfolio›$264.9K
Compass Financial Management LLC6,341
0.0% of portfolio›$259.2K
Wealth Quarterback LLC6,341
0.1% of portfolio›$259.2K
Aaron Wealth Advisors LLC6,078
0.0% of portfolio›$248.5K
Clear Wave Wealth Management LLC6,054
0.0% of portfolio›$247.5K
Nilsine Partners, LLC6,003
0.0% of portfolio›$245.4K
Acorn Financial Advisory Services Inc5,922
0.0% of portfolio›$242.1K
CIBC Asset Management Inc5,912
0.0% of portfolio›$241.7K
RFG Advisory, LLC5,848
0.0% of portfolio›$239.1K
Arlington Capital Management Inc5,767
0.1% of portfolio›$235.8K
D.A. Davidson & Co.5,757
0.0% of portfolio›$235.3K
Kingswood Wealth Advisors, LLC5,545
0.0% of portfolio›$226.7K
Fifth Third Bancorp5,501
0.0% of portfolio›$224.9K
R Squared Ltd5,330
0.1% of portfolio›$217.9K
CWA Asset Management Group, LLC5,261
0.0% of portfolio›$215.1K
Mount Vernon Associates Inc5,250
0.0% of portfolio›$215
McGuire Investment Group, LLC5,220
0.0% of portfolio›$213.4K
CenterStar Asset Management, LLC5,200
0.1% of portfolio›$212.6K
Fermata Advisors, LLC5,160
0.0% of portfolio›$210.9K
Verus Capital Partners, LLC5,160
0.0% of portfolio›$210.9K
Strs Ohio5,002
0.0% of portfolio›$204.5K
Redwood Family Wealth LLC5,000
0.2% of portfolio›$204.4K
Prime Capital Investment Advisors, LLC4,977
0.0% of portfolio›$203.5K
Huntleigh Advisors, Inc.4,900
0.0% of portfolio›$200.3K
Gamma Investing LLC4,718
0.0% of portfolio›$192.9K
Lodestone Wealth Management LLC4,588
0.1% of portfolio›$187.6K
Larson Financial Group LLC4,530
0.0% of portfolio›$185.2K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.4,500
0.0% of portfolio›$184.0K
Central Trust Co4,229
0.0% of portfolio›$172.9K
Mather Group, Llc.4,096
0.0% of portfolio›$167.4K
Bochk Asset Management Ltd3,607
0.0% of portfolio›$147.5K
Spire Wealth Management3,578
0.0% of portfolio›$146.3K
Versant Capital Management, Inc3,444
0.0% of portfolio›$140.8K
GK Wealth Management LLC3,407
0.1% of portfolio›$139.3K
IFP Advisors, Inc3,396
0.0% of portfolio›$138.8K
Fideuram Asset Management (Ireland) dac2,994
0.0% of portfolio›$123.5K
Harbor Capital Advisors, Inc.2,784
0.0% of portfolio›$114
Nisa Investment Advisors, LLC2,737
0.0% of portfolio›$111.9K
Focused Wealth Management, Inc2,672
0.0% of portfolio›$109.2K
Jacobi Capital Management LLC2,450
0.0% of portfolio›$100.2K
Clearstead Advisors, LLC2,185
0.0% of portfolio›$89.3K
Signaturefd, LLC1,778
0.0% of portfolio›$72.7K
Tsfg, LLC1,750
0.0% of portfolio›$72
Creative Financial Designs Inc1,640
0.0% of portfolio›$67.0K
Parallel Advisors, LLC1,620
0.0% of portfolio›$66.2K
CoreCap Advisors, LLC1,451
0.0% of portfolio›$59.3K
EverSource Wealth Advisors, LLC1,392
0.0% of portfolio›$56.9K
Sherman Asset Management, Inc.1,248
0.0% of portfolio›$51.0K
Legacy Bridge, LLC1,125
0.0% of portfolio›$46.0K
WPG Advisers, LLC1,123
0.0% of portfolio›$45.9K
Ascentis Wealth Management, LLC1,092
0.0% of portfolio›$44.6K
Nfsg Corp1,025
0.0% of portfolio›$41.9K
Rossby Financial, LCC882
0.0% of portfolio›$36.1K
Golden State Wealth Management, LLC839
0.0% of portfolio›$34.3K
Ascentis Independent Advisors751
0.0% of portfolio›$30.7K
Clearstead Trust, LLC744
0.0% of portfolio›$30.4K
First Horizon Corp699
0.0% of portfolio›$28.6K
Kozak & Associates, Inc.650
0.0% of portfolio›$18.7K
Nemes Rush Group LLC606
0.0% of portfolio›$24.8K
Trium Capital LLP600
0.0% of portfolio›$24.5K
Hazlett, Burt & Watson, Inc.600
0.0% of portfolio›$24
TD Waterhouse Canada Inc.564
0.0% of portfolio›$23.0K
Compagnie Lombard Odier SCmA550
0.0% of portfolio›$22.5K
Carota Wealth Management500
0.0% of portfolio›$20.4K
Cassaday & Co Wealth Management LLC480
0.0% of portfolio›$19.6K
Bangor Savings Bank476
0.0% of portfolio›$19.5K
Main Street Group, LTD472
0.0% of portfolio›$19.3K
Evermay Wealth Management LLC460
0.0% of portfolio›$18.8K
North Star Investment Management Corp.450
0.0% of portfolio›$18.4K
Raiffeisen Bank International AG385
0.0% of portfolio›$15.9K
Acumen Wealth Advisors, LLC383
0.0% of portfolio›$15.7K
Triumph Capital Management350
0.0% of portfolio›$14.3K
Capital Advisors, Ltd. LLC340
0.0% of portfolio›$14
Catalyst Capital Advisors LLC330
0.0% of portfolio›$13.5K
Private Trust Co NA317
0.0% of portfolio›$13.0K
Essential Partners LLC298
0.0% of portfolio›$12.2K
Highline Wealth Partners LLC286
0.0% of portfolio›$11.7K
Parkside Financial Bank & Trust261
0.0% of portfolio›$10.7K
Advocate Investing Services LLC250
0.0% of portfolio›$10.2K
Hilltop National Bank250
0.0% of portfolio›$10.2K
Covestor Ltd247
0.0% of portfolio›$10
Armstrong Advisory Group, Inc247
0.0% of portfolio›$10.1K
Pinnacle Wealth Planning Services, Inc.226
0.0% of portfolio›$9.2K
MassMutual Private Wealth & Trust, FSB206
0.0% of portfolio›$8.4K
Abound Wealth Management201
0.0% of portfolio›$8.2K
Grove Bank & Trust200
0.0% of portfolio›$8.2K
SJS Investment Consulting Inc.200
0.0% of portfolio›$8.2K
NBH Bank200
0.0% of portfolio›$8.2K
Kings Path Partners LLC200
0.0% of portfolio›$8.2K
POM Investment Strategies, LLC200
0.0% of portfolio›$8.2K
Financial Management Professionals, Inc.200
0.0% of portfolio›$8.2K
Valley National Advisers Inc190
0.0% of portfolio›$7.8K
Elevation Wealth Partners, LLC184
0.0% of portfolio›$7.5K
Blue Bell Private Wealth Management, LLC179
0.0% of portfolio›$7.3K
Harbor Investment Advisory, LLC167
0.0% of portfolio›$6.8K
Birch Financial Group, LLC150
0.0% of portfolio›$6.1K
Wealth Enhancement Trust Services, Inc.141
0.0% of portfolio›$5.8K
Physician Wealth Advisors, Inc.138
0.0% of portfolio›$5.6K
Aspect Partners, LLC131
0.0% of portfolio›$5.4K
Meriwether Wealth & Planning, LLC125
0.0% of portfolio›$5.1K
Cromwell Holdings LLC121
0.0% of portfolio›$4.9K
Ares Financial Consulting, LLC120
0.0% of portfolio›$4.9K
Friedenthal Financial108
0.0% of portfolio›$4.4K
Root Financial Partners, LLC104
0.0% of portfolio›$4.3K
Peterson Wealth Management100
0.0% of portfolio›$4.1K
Canton Hathaway, LLC100
0.0% of portfolio›$4.1K
DecisionPoint Financial, LLC100
0.0% of portfolio›$4.1K
Wolff Wiese Magana LLC100
0.0% of portfolio›$4.1K
Rydar Equities, Inc.100
0.0% of portfolio›$3.9K
Adirondack Trust Co100
0.0% of portfolio›$4.1K
Pittenger & Anderson Inc100
0.0% of portfolio›$4.1K
Hughes Financial Services, LLC96
0.0% of portfolio›$2.5K
Hurley Capital, LLC82
0.0% of portfolio›$3.4K
Strengthening Families & Communities, LLC70
0.0% of portfolio›$2.9K
Quest 10 Wealth Builders, Inc.68
0.0% of portfolio›$2.8K
Fortitude Family Office, LLC65
0.0% of portfolio›$2.7K
Assetmark, Inc61
0.0% of portfolio›$2.5K
UMB Private Wealth Management, LLC60
0.0% of portfolio›$2.5K
Elyxium Wealth, LLC53
0.0% of portfolio›$2.2K
Atlantic Edge Private Wealth Management, LLC50
0.0% of portfolio›$2.0K
Toth Financial Advisory Corp50
0.0% of portfolio›$2.0K
Thurston, Springer, Miller, Herd & Titak, Inc.50
0.0% of portfolio›$2.0K
CX Institutional50
0.0% of portfolio›$2
True Wealth Design, LLC35
0.0% of portfolio›$1.4K
Blue Trust, Inc.34
0.0% of portfolio›$1.4K
Archer Investment Corp34
0.0% of portfolio›$1.4K
Smallwood Wealth Investment Management, LLC30
0.0% of portfolio›$1.2K
Vision Financial Markets LLC25
0.0% of portfolio›$1.0K
RMG Wealth Management LLC23
0.0% of portfolio›$580
Clark Wealth Partners23
0.0% of portfolio›$941
Mosley Wealth Management21
0.0% of portfolio›$638
United Financial Planning Group LLC20
0.0% of portfolio›$818
Silver Grove Financial Group, Inc.19
0.0% of portfolio›$777
Rosenberg Matthew Hamilton15
0.0% of portfolio›$613
Bell Investment Advisors, Inc8
0.0% of portfolio›$328
MV Capital Management, Inc.8
0.0% of portfolio›$328
Concord Wealth Partners4
0.0% of portfolio›$164
Manchester Capital Management LLC3
0.0% of portfolio›$123
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$123
Cape Investment Advisory, Inc.1
0.0% of portfolio›$41
StyleTurnoverLocationFiled
Citigroup Inc
12,391,699$506.6M0.2%CoreMediumNew York, NY2026-11-04
Imc-Chicago, LLC
2,339,776$95.7M0.0%GARPVery HighChicago, IL2026-11-05
Barclays PLC
2,094,847$85.6M0.0%CoreMediumLondon, United Kingdom2026-11-06
Jefferies Financial Group Inc.
1,756,512$71.8M0.5%CoreVery HighNew York, NY2026-11-05
Bank of New York Mellon Corp
886,865$36.3M0.0%CoreLowNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
652,415$26.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
519,318$21.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
RPM Capital Partners, LLC
393,871$16.1M88.8%Deep ValueVery LowNew York, NY2026-10-22
Privium Fund Management B.V.
370,150$15.1M2.9%GrowthMediumAmsterdam, Philippines2026-11-03
Axxion S.A.
340,248$13.9M0.9%CoreN/AGrevenmacher, Netherlands2026-10-22
Context Capital Management, LLC
331,600$13.6M0.3%GARPHighGreenwich, CT2026-11-04
Mirae Asset Global Investments Co., Ltd.
328,773$13.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
NAN Fung Trinity (HK) Ltd
294,973$12.1M1.2%ValueHighCentral, Hong Kong, South Korea2026-11-06
Avaii Wealth Management, LLC
211,009$8.8M2.5%ETFMediumAppleton, WI2026-10-09
Cushing Asset Management, LP dba NXG Investment Management
210,400$8.6M0.4%YieldMediumDallas, TX2026-10-26
Exchange Traded Concepts, LLC
199,673$8.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Chicago Partners Investment Group LLC
151,189$3.8M0.1%GARPLowChicago, IL2026-10-27
DE Burlo Group Inc
147,500$6.0M1.1%GrowthHighBoston, MA2026-11-05
Wealth Enhancement Advisory Services, LLC
140,999$5.0M0.0%CoreLowPlymouth, MN2026-10-13
Asset Management One Co., Ltd.
135,313$5.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Pictet Asset Management Holding SA
130,947$5.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Vima LLC
129,803$5.3M5.4%CoreLowTroy, MI2026-10-23
Truist Financial Corp
124,907$5.1M0.0%CoreLowCharlotte, NC2026-10-30
Laurion Capital Management LP
124,524$5.1M0.1%GrowthVery HighNew York, NY2026-10-30
Commonwealth Equity Services, LLC
123,440$5.0M0.0%ETFLowWaltham, MA2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
119,200$4.9M0.0%GrowthLowStockholm, Sweden2026-10-15
State of New Jersey Common Pension Fund D
112,890$4.6M0.0%CoreLowTrenton, NJ2026-11-05
Rakuten Securities, Inc.
112,327$4.6M1.3%Agg GrowthHighTokyo, Mexico2026-11-02
Evolution Wealth Advisors, LLC
112,118$4.6M0.5%ETFLowAventura, FL2026-11-03
Bison Wealth, LLC
100,161$3.5M0.3%GrowthMediumAtlanta, GA2026-10-13
Cambridge Investment Research Advisors, Inc.
98,379$4.0K0.0%ETFLowFairfield, IA2026-11-02
Arizona State Retirement System
95,165$3.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
StoneX Group Inc.
91,069$3.6M0.1%ETFMediumNew York, NY2026-11-03
Meridian Wealth Management, LLC
90,969$3.7M0.1%GrowthLowLexington, KY2026-11-05
Blue Jean Financial LLC
86,775$3.5M2.2%GrowthVery HighAlbany, NY2026-10-20
IFM Investors Pty Ltd
84,685$3.5M0.0%IndexVery LowMelbourne, China2026-10-14
Caitong International Asset Management Co., Ltd
78,357$3.2M0.3%GrowthVery HighHong Kong, South Korea2026-10-29
Kestra Advisory Services, LLC
74,387$3.0M0.0%CoreLowAustin, TX2026-11-02
Gateway Investment Advisers LLC
70,089$2.9M0.0%GrowthLowCincinnati, OH2026-10-13
SBI Securities Co., Ltd.
69,390$2.8M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Secure Asset Management, LLC
68,981$2.8M0.4%GrowthMediumTroy, MI2026-10-19
Integrity Alliance, Llc.
68,828$2.8M0.1%ETFMediumUrbandale, IA2026-10-29
SEB Asset Management AB
68,706$2.8M0.0%CoreN/AStockholm, Sweden2026-11-04
Summit Securities Group LLC
67,166$2.7M0.3%CoreVery HighNew York, NY2026-11-05
Sippican Capital Advisors
64,975$2.7M1.8%ValueLowBoston, MA2026-10-23
MacKenzie Financial Corp
59,911$2.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Vontobel Holding Ltd.
53,379$2.2M0.0%CoreMediumZurich, Switzerland2026-10-16
Mn Services Vermogensbeheer B.V.
52,500$2.1K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Xponance LLC
50,939$2.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
47,032$1.9M0.0%CoreLowZurich, Switzerland2026-11-03
Farther Finance Advisors, LLC
46,572$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Nicholas Wealth, Llc.
45,304$1.9M1.0%GrowthMediumMarietta, GA2026-10-26
Oppenheimer & Co Inc
44,809$1.8M0.0%CoreLowNew York, NY2026-10-26
Virginia Retirement Systems ET Al
43,860$1.8M0.0%CoreMediumRichmond, VA2026-10-28
KBC Group NV
42,801$1.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Creative Planning
42,180$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
J.W. Cole Advisors, Inc.
41,758$1.7M0.0%IndexLowTampa, FL2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
37,147$1.5M0.0%IndexVery LowTokyo, Mexico2026-10-20
SteelPeak Wealth, LLC
36,056$1.5M0.0%GrowthHighWoodland Hills, CA2026-10-16
Triglav Investments, D.O.O.
35,409$1.4M0.1%GrowthMediumLjubljana, Andorra2026-11-06
Sigma Planning Corp
35,329$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Eurizon Capital SGR S.p.A.
34,405$1.4M0.0%CoreMediumMilan, Latvia2026-11-06
Teamwork Financial Advisors, LLC
34,111$1.4M0.2%GrowthHighSan Antonio, TX2026-10-19
Daiwa Securities Group Inc.
34,000$1.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Robeco Institutional Asset Management B.V.
31,655$1.3M0.0%CoreMediumRotterdam, Philippines2026-10-20
DekaBank Deutsche Girozentrale
31,363$1.3K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Machina Capital S.A.S.
31,273$1.3M0.2%ValueVery HighParis, India2026-11-05
ASR Vermogensbeheer N.V.
31,102$1.3M0.0%CoreLowUtrecht, Philippines2026-10-16
Wedbush Securities Inc
30,586$1.3K0.0%CoreLowPasadena, CA2026-10-22
US Bancorp \de\
30,339$1.2M0.0%IndexLowMinneapolis, MN2026-11-05
CenterBook Partners LP
28,449$1.2M0.1%ValueVery HighGreenwich, CT2026-11-02
Kestra Private Wealth Services, LLC
28,397$1.2M0.0%GrowthLowAustin, TX2026-10-30
Elevatus Welath Management
27,526$1.1M0.3%GrowthHighVictor, NY2026-10-19
Concurrent Investment Advisors, LLC
26,361$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Balefire, LLC
25,939$1.1M0.2%ETFMediumDallas, TX2026-10-09
Peterson Wealth Services
25,607$1.0M0.2%GrowthHighSouth Ogden, UT2026-10-26
Prospera Financial Services Inc
25,065$600.3K0.0%CoreMediumDallas, TX2026-11-04
Gulf International Bank (UK) Ltd
24,985$1.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
J. Safra Sarasin Holding AG
23,835$974.4K0.0%CoreMediumBasel, Switzerland2026-10-26
Lecap Asset Management LTD
23,110$944.7K0.5%ValueVery HighLondon, United Kingdom2026-10-27
Rakuten Investment Management, Inc.
22,656$937.5K0.0%ETFMediumTokyo, Mexico2026-10-30
Alchemi Wealth, LLC
21,880$894.5K0.4%CoreLowEssex, CT2026-11-04
Independent Financial Group, LLC
20,989$858.0K0.0%GrowthLowSan Diego, CA2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
20,595$841.9K0.1%CoreLowRochester, NY2026-11-03
Apollon Wealth Management, LLC
20,306$830.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Avidian Wealth Enterprises, LLC
20,067$820.3K0.0%ETFLowHouston, TX2026-10-08
Parametrica Management Ltd
20,000$817.6K0.6%GrowthHighWanchai, South Korea2026-10-27
United Advisor Group, LLC
19,870$812.3K0.1%ETFLowCincinnati, OH2026-11-03
Colonial River Investments, LLC
19,607$801.5K0.2%GrowthMediumMidlothian, VA2026-10-19
Genesee Capital Advisors, LLC
18,804$768.7K0.2%ETFMediumAuburn, NY2026-10-20
Perigon Wealth Management, LLC
18,413$752.7K0.0%GrowthLowSan Francisco, CA2026-10-22
International Assets Investment Management, LLC
17,974$730.6K0.0%CoreVery HighOrlando, FL2026-11-02
PNC Financial Services Group, Inc.
17,890$731.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Victory Financial Group, LLC
16,608$678.9K0.1%ETFLowAustin, TX2026-10-27
Balboa Wealth Partners
16,157$660.5K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Mission Wealth Management, LP
16,085$657.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Amalgamated Bank
16,057$6560.0%CoreVery LowNew York, NY2026-10-23
Ascent Wealth Partners, LLC
15,866$648.6K0.1%GrowthLowNew Hartford, NY2026-10-23
Axxcess Wealth Management, LLC
15,789$645.5K0.0%CoreLowCarlsbad, CA2026-10-21
Merit Financial Group, LLC
15,470$632.4K0.0%ETFLowAlpharetta, GA2026-11-06
Ring Mountain Capital, LLC
14,751$603.0K0.2%GrowthVery LowTiburon, CA2026-10-13
Opal Wealth Advisors, LLC
14,571$595.7K0.1%ETFLowJericho, NY2026-10-16
Oak Grove Capital LLC
14,500$592.8K0.0%Agg GrowthLowHolderness, NH2026-10-09
Global Assets Advisory, LLC
14,250$574.9K0.1%GrowthHighOrlando, FL2026-10-28
Tactive Advisors, LLC
14,098$576.3K0.1%ETFHighJacksonville, FL2026-10-08
Oppenheimer Asset Management Inc.
13,760$562.5K0.0%CoreMediumNew York, NY2026-10-27
AlphaCore Capital LLC
13,354$545.9K0.0%ETFLowLa Jolla, CA2026-11-04
Encompass Wealth Advisors, LLC
13,220$540.4K0.1%ETFVery LowPortland, OR2026-10-15
Activest Wealth Management
12,391$506.5K0.1%ETFLowAventura, FL2026-10-15
Verity Asset Management, Inc.
12,328$504.0K0.2%CoreMediumDurham, NC2026-10-30
Piar LLC
12,205$498.9K0.3%MomentumMediumLas Vegas, NV2026-10-21
Capstone Capital Management Ltd
11,936$487.9K0.2%GrowthVery HighHong Kong, South Korea2026-10-21
Elevation Point Wealth Partners, LLC
11,916$487.1K0.0%CoreHighDenver, CO2026-11-05
Lionsbridge Wealth Management LLC
11,293$461.7K0.5%ETFMediumJacksonville Beach, FL2026-10-26
HMS Capital Management, LLC
11,264$460.5K0.2%GrowthMediumNashville, TN2026-10-20
WealthPlan Investment Management, LLC
11,190$457.4K0.0%GrowthMediumOmaha, NE2026-10-15
Clear Harbor Asset Management, LLC
11,130$455.0K0.0%CoreLowStamford, CT2026-11-05
Woodward Diversified Capital, LLC
11,050$451.7K0.2%CoreLowBakersfield, CA2026-10-21
Truefg, LLC
10,873$444.5K0.1%ETFVery LowCedar Park, TX2026-10-15
Fifth Third Wealth Advisors LLC
10,604$433.5K0.0%IndexVery LowCincinnati, OH2026-10-22
North Dakota State Investment Board
10,139$414.5K0.0%GrowthMediumBismarck, ND2026-10-27
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
10,000$408.8K0.2%GrowthN/ABirkirkara, O12026-11-04
Intrua Financial, LLC
9,947$406.6K0.0%ETFMediumHouston, TX2026-10-28
Choreo, LLC
9,586$391.9K0.0%IndexLowRockford, IL2026-10-28
Weaver Consulting Group
9,553$390.5K0.1%ETFLowHuntington Beach, CA2026-10-07
Yorktown Management & Research Co Inc
9,450$386.3K0.3%MomentumMediumForest, VA2026-10-28
Wealth Management Partners, LLC
9,075$371.0K0.1%Agg GrowthLowTucson, AZ2026-10-21
Sterling Capital Management LLC
8,883$363.1K0.0%GARPMediumCharlotte, NC2026-10-22
Benin Management Corp
8,880$363.0K0.1%CoreVery LowRedding, CT2026-10-22
Pekin Hardy Strauss, Inc.
8,665$354.2K0.0%ValueMediumChicago, IL2026-11-02
Lauer Wealth, LLC
8,620$307.8K0.2%ETFMediumValparaiso, IN2026-10-13
HUB Investment Partners, LLC
8,574$350.5K0.0%GrowthLowAustin, TX2026-11-03
FNY Investment Advisers, LLC
8,571$3500.0%GrowthVery HighNew York, NY2026-10-16
Polaris Financial Partners
8,296$3420.2%GrowthN/AWesterville, OH2026-10-02
Krilogy Financial LLC
8,239$286.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Benchmark Financial, LLC
8,000$327.0K0.3%ETFVery LowWilmington, DE2026-10-16
Atria Investments, Inc
7,995$326.8K0.0%CoreMediumCharlotte, NC2026-10-15
DKM Wealth Management, Inc.
7,964$325.6K0.2%YieldVery LowStockton, CA2026-10-09
Integrity Advisory Solutions, LLC
7,707$315.1K0.0%ETFMediumDallas, TX2026-10-29
HB Wealth Management, LLC
7,690$314.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Savant Capital, LLC
7,613$311.2K0.0%IndexVery LowRockford, IL2026-11-06
SAX Wealth Advisors, LLC
7,377$301.6K0.0%ETFVery LowParsippany, NJ2026-10-13
Richmond Investment Services, LLC
7,276$297.4K0.1%ETFLowMequon, WI2026-10-29
Cooper S Advisors, LLC
7,037$287.7K0.1%ETFLowVictor, NY2026-11-03
Vise Technologies, Inc.
6,620$270.6K0.0%IndexLowNew York, NY2026-10-29
Valeo Financial Advisors, LLC
6,481$264.9K0.0%ETFLowCarmel, IN2026-10-08
Compass Financial Management LLC
6,341$259.2K0.0%CoreN/ATampa, FL2026-10-30
Wealth Quarterback LLC
6,341$259.2K0.1%ETFMediumToms River, NJ2026-10-20
Aaron Wealth Advisors LLC
6,078$248.5K0.0%GrowthMediumChicago, IL2026-10-13
Clear Wave Wealth Management LLC
6,054$247.5K0.0%ETFN/ARed Bank, NJ2026-11-04
Nilsine Partners, LLC
6,003$245.4K0.0%CoreMediumGreenwood Village, CO2026-11-02
Acorn Financial Advisory Services Inc
5,922$242.1K0.0%ETFMediumReston, VA2026-11-02
CIBC Asset Management Inc
5,912$241.7K0.0%GARPLowToronto, South Africa2026-11-05
RFG Advisory, LLC
5,848$239.1K0.0%ETFMediumBirmingham, AL2026-11-03
Arlington Capital Management Inc
5,767$235.8K0.1%GARPHighArlington Heights, IL2026-10-30
D.A. Davidson & Co.
5,757$235.3K0.0%CoreLowGreat Falls, MT2026-10-28
Kingswood Wealth Advisors, LLC
5,545$226.7K0.0%GrowthLowSan Diego, CA2026-10-23
Fifth Third Bancorp
5,501$224.9K0.0%IndexVery LowCincinnati, OH2026-11-05
R Squared Ltd
5,330$217.9K0.1%ValueVery HighHong Kong, South Korea2026-11-06
CWA Asset Management Group, LLC
5,261$215.1K0.0%CoreMediumNaples, FL2026-10-19
Mount Vernon Associates Inc
5,250$2150.0%CoreVery LowBaltimore, MD2026-10-26
McGuire Investment Group, LLC
5,220$213.4K0.0%Agg GrowthLowWakefield, RI2026-10-23
CenterStar Asset Management, LLC
5,200$212.6K0.1%Agg GrowthVery HighChicago, IL2026-10-09
Fermata Advisors, LLC
5,160$210.9K0.0%ETFLowSonoma, CA2026-10-13
Verus Capital Partners, LLC
5,160$210.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Strs Ohio
5,002$204.5K0.0%CoreMediumColumbus, OH2026-10-30
Redwood Family Wealth LLC
5,000$204.4K0.2%GrowthLowPlano, TX2026-10-20
Prime Capital Investment Advisors, LLC
4,977$203.5K0.0%ETFLowOverland Park, KS2026-10-20
Huntleigh Advisors, Inc.
4,900$200.3K0.0%GrowthMediumSt. Louis, MO2026-11-03
Gamma Investing LLC
4,718$192.9K0.0%IndexVery LowFoster City, CA2026-10-08
Lodestone Wealth Management LLC
4,588$187.6K0.1%CoreLowSpokane, WA2026-10-14
Larson Financial Group LLC
4,530$185.2K0.0%GrowthLowSt Louis, MO2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
4,500$184.0K0.0%CoreHighTurin, Latvia2026-10-22
Central Trust Co
4,229$172.9K0.0%CoreLowJefferson City, MO2026-11-05
Mather Group, Llc.
4,096$167.4K0.0%ETFMediumChicago, IL2026-10-14
Bochk Asset Management Ltd
3,607$147.5K0.0%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Spire Wealth Management
3,578$146.3K0.0%GrowthMediumMclean, VA2026-10-30
Versant Capital Management, Inc
3,444$140.8K0.0%GARPLowPhoenix, AZ2026-10-02
GK Wealth Management LLC
3,407$139.3K0.1%GARPVery HighReno, NV2026-10-09
IFP Advisors, Inc
3,396$138.8K0.0%GrowthLowTampa, FL2026-10-16
Fideuram Asset Management (Ireland) dac
2,994$123.5K0.0%CoreHighDublin 1, Lithuania2026-10-29
Harbor Capital Advisors, Inc.
2,784$1140.0%ValueHighChicago, IL2026-10-22
Nisa Investment Advisors, LLC
2,737$111.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Focused Wealth Management, Inc
2,672$109.2K0.0%ETFLowNewburgh, NY2026-10-30
Jacobi Capital Management LLC
2,450$100.2K0.0%CoreLowPittston, PA2026-11-05
Clearstead Advisors, LLC
2,185$89.3K0.0%ETFLowCleveland, OH2026-11-06
Signaturefd, LLC
1,778$72.7K0.0%IndexLowAtlanta, GA2026-10-23
Tsfg, LLC
1,750$720.0%ETFLowLake Forest, IL2026-10-23
Creative Financial Designs Inc
1,640$67.0K0.0%ETFMediumKokomo, IN2026-11-04
Parallel Advisors, LLC
1,620$66.2K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
1,451$59.3K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
1,392$56.9K0.0%CoreMediumBirmingham, AL2026-11-04
Sherman Asset Management, Inc.
1,248$51.0K0.0%ETFLowVentura, CA2026-11-05
Legacy Bridge, LLC
1,125$46.0K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
WPG Advisers, LLC
1,123$45.9K0.0%CoreLowBaltimore, MD2026-10-27
Ascentis Wealth Management, LLC
1,092$44.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Nfsg Corp
1,025$41.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Rossby Financial, LCC
882$36.1K0.0%ETFMediumMelbourne, FL2026-11-05
Golden State Wealth Management, LLC
839$34.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Independent Advisors
751$30.7K0.0%ETFLowDallas, TX2026-11-03
Clearstead Trust, LLC
744$30.4K0.0%GrowthLowPortland, ME2026-11-06
First Horizon Corp
699$28.6K0.0%CoreLowMemphis, TN2026-10-26
Kozak & Associates, Inc.
650$18.7K0.0%ETFLowHighlands Ranch, CO2026-10-29
Nemes Rush Group LLC
606$24.8K0.0%CoreVery LowNovi, MI2026-11-04
Trium Capital LLP
600$24.5K0.0%YieldVery HighLondon, United Kingdom2026-10-16
Hazlett, Burt & Watson, Inc.
600$240.0%CoreVery LowWheeling, WV2026-11-04
TD Waterhouse Canada Inc.
564$23.0K0.0%CoreLowToronto, Australia2026-10-16
Compagnie Lombard Odier SCmA
550$22.5K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Carota Wealth Management
500$20.4K0.0%CoreHighThompsons Station, TN2026-11-03
Cassaday & Co Wealth Management LLC
480$19.6K0.0%ETFVery LowMclean, VA2026-10-27
Bangor Savings Bank
476$19.5K0.0%ETFLowBangor, ME2026-10-06
Main Street Group, LTD
472$19.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Evermay Wealth Management LLC
460$18.8K0.0%ETFLowArlington, VA2026-11-05
North Star Investment Management Corp.
450$18.4K0.0%CoreLowChicago, IL2026-10-27
Raiffeisen Bank International AG
385$15.9K0.0%GrowthMediumVienna, Chile2026-10-28
Acumen Wealth Advisors, LLC
383$15.7K0.0%GrowthHighChattanooga, TN2026-11-05
Triumph Capital Management
350$14.3K0.0%ETFMediumDenver, CO2026-10-14
Capital Advisors, Ltd. LLC
340$140.0%ETFLowShaker Heights, OH2026-10-27
Catalyst Capital Advisors LLC
330$13.5K0.0%ETFVery LowSan Juan, PR2026-11-02
Private Trust Co NA
317$13.0K0.0%CoreLowCleveland, OH2026-10-20
Essential Partners LLC
298$12.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Highline Wealth Partners LLC
286$11.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Parkside Financial Bank & Trust
261$10.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Advocate Investing Services LLC
250$10.2K0.0%ETFLowWoodbine, MD2026-10-26
Hilltop National Bank
250$10.2K0.0%CoreLowCasper, WY2026-10-14
Covestor Ltd
247$100.0%ValueHighLondon, United Kingdom2026-10-30
Armstrong Advisory Group, Inc
247$10.1K0.0%ETFHighNeedham, MA2026-10-09
Pinnacle Wealth Planning Services, Inc.
226$9.2K0.0%GARPLowMansfield, OH2026-10-27
MassMutual Private Wealth & Trust, FSB
206$8.4K0.0%CoreLowSpringfield, MA2026-10-05
Abound Wealth Management
201$8.2K0.0%ETFVery LowFranklin, TN2026-10-26
Grove Bank & Trust
200$8.2K0.0%ETFLowMiami, FL2026-10-08
SJS Investment Consulting Inc.
200$8.2K0.0%ETFVery LowSylvania, OH2026-10-26
NBH Bank
200$8.2K0.0%CoreN/AGreenwood Village, CO2026-11-05
Kings Path Partners LLC
200$8.2K0.0%ETFVery LowSugar Land, TX2026-10-21
POM Investment Strategies, LLC
200$8.2K0.0%ETFVery HighRaleigh, NC2026-10-20
Financial Management Professionals, Inc.
200$8.2K0.0%ETFMediumAustin, TX2026-10-23
Valley National Advisers Inc
190$7.8K0.0%ETFLowBethlehem, PA2026-10-23
Elevation Wealth Partners, LLC
184$7.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Blue Bell Private Wealth Management, LLC
179$7.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Harbor Investment Advisory, LLC
167$6.8K0.0%GrowthLowLutherville, MD2026-10-13
Birch Financial Group, LLC
150$6.1K0.0%CoreLowKeene, NH2026-10-27
Wealth Enhancement Trust Services, Inc.
141$5.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Physician Wealth Advisors, Inc.
138$5.6K0.0%ETFMediumMidvale, UT2026-10-20
Aspect Partners, LLC
131$5.4K0.0%ETFMediumFairfax, VA2026-10-20
Meriwether Wealth & Planning, LLC
125$5.1K0.0%ETFMediumMinden, LA2026-10-13
Cromwell Holdings LLC
121$4.9K0.0%IndexLowJackson, WY2026-10-28
Ares Financial Consulting, LLC
120$4.9K0.0%CoreLowCalabasas, CA2026-10-19
Friedenthal Financial
108$4.4K0.0%ETFHighMarlton, NJ2026-10-27
Root Financial Partners, LLC
104$4.3K0.0%ETFMediumEncinitas, CA2026-10-21
Peterson Wealth Management
100$4.1K0.0%ETFMediumSparks, NV2026-11-06
Canton Hathaway, LLC
100$4.1K0.0%ValueLowProvidence, RI2026-10-23
DecisionPoint Financial, LLC
100$4.1K0.0%ETFVery LowMesa, AZ2026-10-27
Wolff Wiese Magana LLC
100$4.1K0.0%GrowthLowCarslbad, CA2026-10-15
Rydar Equities, Inc.
100$3.9K0.0%CoreVery LowWeatherford, TX2026-10-13
Adirondack Trust Co
100$4.1K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Pittenger & Anderson Inc
100$4.1K0.0%CoreLowLincoln, NE2026-11-02
Hughes Financial Services, LLC
96$2.5K0.0%ETFLowHerndon, VA2026-10-30
Hurley Capital, LLC
82$3.4K0.0%GARPMediumNew York, NY2026-11-05
Strengthening Families & Communities, LLC
70$2.9K0.0%CoreMediumBoston, MA2026-10-21
Quest 10 Wealth Builders, Inc.
68$2.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Fortitude Family Office, LLC
65$2.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Assetmark, Inc
61$2.5K0.0%ETFLowConcord, CA2026-10-21
UMB Private Wealth Management, LLC
60$2.5K0.0%GrowthN/AKansas City, MO2026-10-19
Elyxium Wealth, LLC
53$2.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Atlantic Edge Private Wealth Management, LLC
50$2.0K0.0%CoreLowJacksonville, FL2026-10-20
Toth Financial Advisory Corp
50$2.0K0.0%CoreLowLeesburg, VA2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
50$2.0K0.0%GrowthMediumIndianapolis, IN2026-10-14
CX Institutional
50$20.0%CoreMediumAuburn, IN2026-10-02
True Wealth Design, LLC
35$1.4K0.0%ETFMediumAkron, OH2026-10-13
Blue Trust, Inc.
34$1.4K0.0%ETFLowBrentwood, TN2026-10-15
Archer Investment Corp
34$1.4K0.0%CoreMediumCarmel, IN2026-11-05
Smallwood Wealth Investment Management, LLC
30$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
Vision Financial Markets LLC
25$1.0K0.0%CoreLowStamford, CT2026-10-22
RMG Wealth Management LLC
23$5800.0%ETFVery HighPlatteville, WI2026-10-26
Clark Wealth Partners
23$9410.0%ETFVery LowO'Fallon, IL2026-10-19
Mosley Wealth Management
21$6380.0%ETFHighAnaheim, CA2026-10-16
United Financial Planning Group LLC
20$8180.0%ETFHighHauppauge, NY2026-11-04
Silver Grove Financial Group, Inc.
19$7770.0%CoreMediumOrchard Park, NY2026-11-05
Rosenberg Matthew Hamilton
15$6130.0%ETFVery LowGrand Junction, CO2026-10-05
Bell Investment Advisors, Inc
8$3280.0%ETFVery LowOrinda, CA2026-10-29
MV Capital Management, Inc.
8$3280.0%ETFLowBethesda, MD2026-10-29
Concord Wealth Partners
4$1640.0%GrowthLowAbingdon, VA2026-11-02
Manchester Capital Management LLC
3$1230.0%CoreLowManchester, VT2026-10-22
Provenance Wealth Advisors, LLC
3$1230.0%ETFLowFort Lauderdale, FL2026-10-30
Cape Investment Advisory, Inc.
1$410.0%ETFLowMcdonough, GA2026-10-13