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AGNC — AGNC INVT CORP

Reported value held$7.72B
Funds holding (latest)716
SectorReal Estate
Funds holding (Q3 2026)16
Institutional value$2.98M · 328.13K sh
New / Add / Cut / Exit1 / 8 / 5 / 695
Top-5 / Top-10 concentration84.9% / 97.6%
Institutional holdings change Reducing -99.9% (-504.21M sh)
Institutional value change Down -100.0%

As of Q3 2026, 16 SEC-registered investment managers reported holding AGNC (AGNC INVT CORP) in their latest 13F filings, with a combined reported value of $2.98M across 328.13K shares. That is -99.9% by share count (-504.21M shares) versus the previous quarter, while reported value moved -100.0%. Ownership is concentrated: the five largest holders account for 84.9% of reported value and the top ten for 97.6%.

Compared with the prior quarter, 1 opened new positions, 8 added to existing stakes, 5 trimmed, 695 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q3 2026, not real-time trading.

AGNC is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q3 2026 — 16 funds

FundSharesValuePortfolio WeightChange
GoalVest Advisory LLC history 108.38K $983.00K 0.17% Add
Cooper Financial Group history 88.38K $801.61K 0.07% Reduce
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC history 45.32K $411.09K 0.01% Add
Farther Finance Advisors, LLC history 18.44K $167.24K 0.00% Reduce
Weaver Consulting Group history 18.02K $163.40K 0.03% Add
GAMMA Investing LLC history 15.29K $138.63K 0.01% Add
FIRST COMMUNITY TRUST NA history 7.30K $66.21K 0.02% Hold
CX Institutional history 7.09K $64.00K 0.00% Add
Wealth Enhancement Trust Services, Inc. history 6.65K $60.31K 0.01% New
ELEVATION WEALTH PARTNERS, LLC history 5.37K $48.72K 0.01% Add
CoreCap Advisors, LLC history 3.63K $32.93K 0.00% Add
MassMutual Private Wealth & Trust, FSB history 1.65K $14.95K 0.00% Add
Versant Capital Management, Inc history 1.49K $13.49K 0.00% Reduce
Retirement Wealth Solutions LLC history 615 $5.58K 0.00% Reduce
Byrne Asset Management LLC history 400 $3.58K 0.00% Hold
Planning Strategies Inc. history 121 $1.10K 0.00% Reduce

Q2 2026 — 710 funds

FundSharesValuePortfolio WeightChange
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM history 14.33M $1.31B 0.17% New
BlackRock Inc history 64.59M $704.08M 0.01% Add
VANGUARD CAPITAL MANAGEMENT LLC history 51.59M $562.32M 0.01% New
VANGUARD PORTFOLIO MANAGEMENT LLC history 46.12M $502.71M 0.02% New
UBS Group AG history 27.31M $297.72M 0.12% Add
Geode Capital Management history 24.49M $266.98M 0.01% Add
GEODE CAPITAL MANAGEMENT, LLC history 24.49M $266.98M 0.01% New
Norges Bank Investment Management history 15.47M $168.67M 0.02% Add
EQUITY INVESTMENT CORP history 9.74M $106.12M 2.02% New
VICTORY CAPITAL MANAGEMENT INC history 8.78M $95.68M 0.06% New
Charles Schwab Investment Management history 8.15M $88.80M 0.01% Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC history 8.15M $88.80M 0.01% New
Sixth Street Partners Management Company, L.P. history 8.15M $88.80M 0.01% New
Northern Trust Corp history 7.51M $81.82M 0.01% Add
VANGUARD FIDUCIARY TRUST CO history 7.25M $79.07M 0.02% New
Morgan Stanley history 7.18M $78.22M 0.00% Reduce
Bank of America Corp history 7.11M $77.50M 0.01% Reduce
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. history 6.05M $65.93M 0.58% New
LPL Financial LLC history 6.00M $65.40M 0.02% New
Goldman Sachs Group history 5.73M $62.45M 0.02% Add
VAN ECK ASSOCIATES CORP history 5.19M $56.58M 0.03% New
HRT FINANCIAL LP history 4.35M $47.46M 0.14% New
BNY Mellon history 3.69M $40.18M 0.01% Add
Millennium Management history 3.46M $37.68M 0.01% Reduce
DAVIDSON INVESTMENT ADVISORS history 3.37M $36.74M 1.50% New
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME history 3.35M $36.50M 0.01% New
Focus Partners Wealth history 3.34M $36.45M 0.04% New
Advisors Capital Management, LLC history 3.25M $35.42M 0.38% New
Nuveen, LLC history 3.14M $34.18M 0.01% New
FIRST TRUST ADVISORS LP history 2.94M $32.00M 0.02% New
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. history 2.91M $31.68M 0.04% New
Connor, Clark & Lunn Investment Management Ltd. history 2.86M $31.18M 0.06% New
Wells Fargo & Co history 2.78M $30.29M 0.01% Add
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM history 2.72M $29.63M 0.02% New
JPMorgan Chase & Co history 2.60M $29.13M 0.00% New
RAYMOND JAMES FINANCIAL INC history 2.55M $27.85M 0.01% New
Invesco Ltd history 2.38M $25.96M 0.00% Add
Swiss National Bank history 2.25M $24.57M 0.01% New
Fidelity Management & Research (FMR) history 2.02M $21.97M 0.00% Reduce
D. E. Shaw & Co history 1.93M $21.01M 0.01% Add
ENVESTNET ASSET MANAGEMENT INC history 1.83M $19.91M 0.01% New
ROYAL BANK OF CANADA history 1.77M $19.35M 0.01% New
SUSQUEHANNA INTERNATIONAL GROUP, LLP history 1.69M $18.47M 0.02% New
OSAIC HOLDINGS, INC. history 1.57M $17.11M 0.03% New
STIFEL FINANCIAL CORP history 1.47M $15.97M 0.01% New
Dupree Financial Group, LLC history 1.42M $15.50M 5.81% New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC history 1.27M $13.88M 0.03% New
STOREBRAND ASSET MANAGEMENT AS history 1.26M $13.70M 0.03% New
Cetera Investment Advisers history 1.24M $13.49M 0.01% New
Trivium Point Advisory, LLC history 1.12M $12.16M 1.10% New
Clearbridge Investments, LLC history 1.11M $12.14M 0.01% New
FWL INVESTMENT MANAGEMENT, LLC history 1.09M $11.85M 2.17% New
VANGUARD ASSET MANAGEMENT, Ltd history 1.06M $11.52M 0.01% New
PRICE T ROWE ASSOCIATES INC /MD/ history 1.04M $11.39M 0.00% New
COMMONWEALTH EQUITY SERVICES, LLC history 1.02M $11.09M 0.01% New
Centiva Capital, LP history 1.00M $10.90M 0.46% New
Legal & General Investment Management America history 998.50K $10.88M 0.00% Reduce
Citadel Advisors history 994.23K $10.84M 0.01% Reduce
Point72 Asset Management history 890.10K $9.70M 0.04% Reduce
RHUMBLINE ADVISERS history 868.10K $9.46M 0.01% New
TCW GROUP INC history 861.04K $9.39M 0.06% New
Neuberger Berman Group LLC history 828.79K $9.03M 0.01% New
Twin Tree Management, LP history 814.80K $8.88M 0.53% New
Arrowstreet Capital history 812.07K $8.85M 0.00% New
Citigroup Inc history 797.20K $8.69M 0.00% Add
ExodusPoint Capital Management, LP history 761.42K $8.30M 0.09% New
ICON ADVISERS INC/CO history 741.93K $8.09M 1.52% New
QRG CAPITAL MANAGEMENT, INC. history 713.52K $7.78M 0.06% New
NATIXIS ADVISORS, LLC history 643.23K $7.01M 0.01% New
Graham Capital Management, L.P. history 635.36K $6.93M 0.23% New
AMERIPRISE FINANCIAL INC history 622.48K $6.79M 0.00% New
BECK CAPITAL MANAGEMENT, LLC history 617.52K $6.73M 1.26% New
EVERGREEN CAPITAL MANAGEMENT LLC history 584.36K $6.44M 0.12% New
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC history 586.31K $6.33M 0.38% New
KBC Group NV history 574.47K $6.26M 0.01% New
THOMPSON SIEGEL & WALMSLEY LLC history 574.00K $6.26M 0.11% New
NEW YORK STATE COMMON RETIREMENT FUND history 572.29K $6.24M 0.01% New
Jain Global LLC history 564.95K $6.16M 0.07% New
Edgestream Partners, L.P. history 558.35K $6.09M 0.18% New
Manulife Financial history 549.29K $5.99M 0.01% Add
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM history 548.54K $5.98M 0.01% New
SG Americas Securities, LLC history 544.26K $5.93M 0.00% New
STATE OF WISCONSIN INVESTMENT BOARD history 540.24K $5.89M 0.01% New
JANE STREET GROUP, LLC history 525.10K $5.72M 0.01% New
Cambridge Investment Research Advisors, Inc. history 516.82K $5.63M 0.01% New
Police & Firemen's Retirement System of New Jersey history 515.10K $5.61M 0.04% New
ALLIANCEBERNSTEIN L.P. history 555.17K $5.57M 0.00% New
Baird Financial Group, Inc. history 507.77K $5.53M 0.01% New
Zurcher Kantonalbank (Zurich Cantonalbank) history 495.42K $5.40M 0.01% New
Janney Montgomery Scott LLC history 493.85K $5.38M 0.01% New
MML INVESTORS SERVICES, LLC history 493.37K $5.38M 0.01% New
Treasurer of the State of North Carolina history 487.97K $5.32M 0.01% New
Jupiter Topco LLC history 486.44K $5.30M 0.00% New
J.W. COLE ADVISORS, INC. history 478.14K $5.21M 0.09% New
Illinois Municipal Retirement Fund history 467.81K $5.10M 0.06% New
Quantinno Capital Management LP history 450.02K $4.91M 0.01% New
Schonfeld Strategic Advisors LLC history 445.79K $4.86M 0.03% New
THRIVENT FINANCIAL FOR LUTHERANS history 441.05K $4.81M 0.01% New
Vanguard Global Advisers, LLC history 435.98K $4.75M 0.00% New
CAISSE DES DEPOTS ET CONSIGNATIONS history 428.56K $4.67M 0.08% New
PFG Investments, LLC history 422.23K $4.60M 0.18% New
Rockefeller Capital Management L.P. history 419.74K $4.58M 0.01% New
INDEPENDENT FINANCIAL GROUP, LLC history 412.69K $4.50M 0.08% New
MERCER GLOBAL ADVISORS INC /ADV history 405.14K $4.42M 0.01% New
Creative Planning history 381.04K $4.15M 0.00% New
Walleye Trading LLC history 373.40K $4.07M 0.03% New
VIRGINIA RETIREMENT SYSTEMS ET Al history 372.66K $4.06M 0.02% New
BNP PARIBAS FINANCIAL MARKETS history 364.31K $3.97M 0.01% New
Penn Mutual Asset Management history 360.00K $3.92M 20.14% New
LFG Wealth Partners, LLC history 354.21K $3.86M 1.81% New
Handelsbanken Fonder AB history 353.30K $3.85M 0.01% New
AQR Capital Management history 347.51K $3.79M 0.00% Add
AQR CAPITAL MANAGEMENT LLC history 347.51K $3.79M 0.00% New
COMPASS FINANCIAL MANAGEMENT LLC history 352.26K $3.78M 0.56% New
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC history 333.08K $3.63M 0.54% New
State of New Jersey Common Pension Fund D history 331.39K $3.61M 0.01% New
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO history 326.59K $3.56M 0.01% New
Parallax Volatility Advisers, L.P. history 321.86K $3.51M 0.03% New
WORLDQUANT MILLENNIUM ADVISORS LLC history 317.70K $3.46M 0.01% New
Arizona State Retirement System history 309.94K $3.38M 0.02% New
Waterloo Capital, L.P. history 307.94K $3.36M 0.19% New
Kestra Advisory Services, LLC history 293.75K $3.20M 0.01% New
SEI INVESTMENTS CO history 292.41K $3.19M 0.00% New
TRANSCEND CAPITAL ADVISORS, LLC history 291.30K $3.18M 0.22% New
Allspring Global Investments Holdings, LLC history 290.84K $3.14M 0.01% New
Ethic Inc. history 287.32K $3.13M 0.04% New
HUB Investment Partners, LLC history 282.91K $3.08M 0.10% New
Vanguard Investments Australia, Ltd. history 272.34K $2.97M 0.01% New
Advisory Services Network, LLC history 267.46K $2.92M 0.04% New
Sowell Financial Services LLC history 266.94K $2.91M 0.10% New
VOLORIDGE INVESTMENT MANAGEMENT, LLC history 264.72K $2.89M 0.01% New
GraniteShares Advisors LLC history 257.91K $2.81M 1.81% New
KLP KAPITALFORVALTNING AS history 254.40K $2.80M 0.01% New
Savvy Advisors, Inc. history 252.43K $2.75M 0.06% New
Pathstone Holdings, LLC history 241.37K $2.65M 0.01% New
Kovack Advisors, Inc. history 244.92K $2.64M 0.13% New
US BANCORP \DE\ history 236.55K $2.58M 0.00% New
PICTON MAHONEY ASSET MANAGEMENT history 231.21K $2.52M 0.02% New
RBF Capital, LLC history 230.00K $2.51M 0.11% New
PEAK6 LLC history 229.60K $2.50M 0.03% New
SummitTX Capital, L.P. history 228.88K $2.49M 0.08% New
NISA INVESTMENT ADVISORS, LLC history 224.29K $2.47M 0.01% New
Russell Investments Group, Ltd. history 226.25K $2.47M 0.00% New
Pekin Hardy Strauss, Inc. history 224.94K $2.45M 0.22% New
CIBC Bancorp USA Inc. history 224.66K $2.45M 0.00% New
HOLLENCREST CAPITAL MANAGEMENT history 220.80K $2.41M 0.23% New
Balefire, LLC history 220.31K $2.40M 0.39% New
Simplicity Wealth,LLC history 213.48K $2.33M 0.08% New
Mitsubishi UFJ Trust & Banking Corp history 209.28K $2.28M 0.01% New
&PARTNERS history 203.19K $2.21M 0.01% New
Private Advisor Group, LLC history 201.45K $2.20M 0.01% New
Freestone Grove Partners LP history 201.43K $2.20M 0.01% New
NEOS Investment Management LLC history 198.80K $2.17M 0.01% New
Bramshill Investments, LLC history 196.60K $2.14M 0.16% New
SeaCrest Wealth Management, LLC history 193.70K $2.11M 0.23% New
COZAD ASSET MANAGEMENT INC history 191.90K $2.09M 0.16% New
Summit Financial, LLC history 187.16K $2.06M 0.02% New
Universal- Beteiligungs- und Servicegesellschaft mbH history 188.38K $2.05M 0.00% New
American Assets Investment Management, LLC history 80.00K $2.04M 0.12% New
Steward Partners Investment Advisory, LLC history 185.68K $2.02M 0.01% New
Virtu Financial LLC history 181.19K $1.98M 0.06% New
Beacon Pointe Advisors, LLC history 180.04K $1.96M 0.01% New
Continuum Advisory, LLC history 179.45K $1.96M 0.16% New
Brevan Howard Capital Management LP history 178.50K $1.95M 0.03% New
WESPAC Advisors SoCal, LLC history 177.87K $1.94M 0.35% New
Pictet Asset Management Holding SA history 177.86K $1.94M 0.00% New
Amundi US history 175.21K $1.91M 0.00% Reduce
Utah Retirement Systems history 173.93K $1.90M 0.02% New
Penserra Capital Management LLC history 172.54K $1.88M 0.01% New
Franklin Resources history 172.06K $1.88M 0.00% Reduce
Caprock Group, LLC history 168.14K $1.85M 0.04% New
Innova Wealth Partners history 161.24K $1.76M 0.75% New
Havemeyer Place LP history 158.94K $1.73M 0.17% New
Astoria Portfolio Advisors LLC. history 158.07K $1.72M 0.30% New
Fortitude Financial, LLC history 156.55K $1.71M 1.53% New
Deutsche Bank AG history 150.89K $1.64M 0.00% Add
Founders Financial Alliance, LLC history 149.59K $1.63M 0.22% New
AlphaCore Capital LLC history 145.66K $1.59M 0.03% New
TEACHER RETIREMENT SYSTEM OF TEXAS history 145.59K $1.59M 0.00% New
NewEdge Advisors, LLC history 144.79K $1.58M 0.01% New
NEW YORK LIFE INVESTMENT MANAGEMENT LLC history 143.41K $1.56M 0.01% New
CANADA LIFE ASSURANCE Co history 140.59K $1.53M 0.00% New
Cannell & Spears LLC history 139.06K $1.52M 0.03% New
NORDEN GROUP LLC history 135.97K $1.48M 0.12% New
HBK Sorce Advisory LLC history 138.59K $1.48M 0.03% New
Cooper Financial Group history 132.40K $1.44M 0.12% New
NORDEA INVESTMENT MANAGEMENT AB history 130.84K $1.43M 0.00% New
INCEPTIONR LLC history 129.34K $1.41M 0.35% New
HighTower Advisors, LLC history 121.45K $1.32M 0.00% New
Sullivan Wood Capital Management LLC history 119.90K $1.32M 1.81% New
Odyssean, LLC history 120.73K $1.32M 0.21% New
Caption Management, LLC history 120.00K $1.31M 0.02% New
VOYA INVESTMENT MANAGEMENT LLC history 117.68K $1.28M 0.00% New
Collar Capital Management, LLC history 117.26K $1.28M 0.75% New
Simplify Asset Management Inc. history 115.48K $1.26M 0.02% New
Sigma Planning Corp history 114.19K $1.24M 0.03% New
Independent Advisor Alliance history 111.15K $1.21M 0.03% New
Wealthspire Advisors, LLC history 110.85K $1.21M 0.01% New
PRINCIPAL SECURITIES, INC. history 107.93K $1.18M 0.01% New
GUIDANCE CAPITAL, INC history 102.33K $1.17M 0.25% New
Headlands Technologies LLC history 106.33K $1.16M 0.12% New
Allworth Financial LP history 104.57K $1.14M 0.01% New
PARK AVENUE SECURITIES LLC history 103.43K $1.13M 0.01% New
Prospera Financial Services Inc history 102.82K $1.12M 0.02% New
Gotham Asset Management, LLC history 101.52K $1.11M 0.00% New
Cornerstone Select Advisors, LLC history 101.14K $1.10M 0.46% New
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO history 100.51K $1.10M 0.00% New
Integrated Advisors Network LLC history 99.23K $1.08M 0.05% New
Jefferies Financial Group Inc. history 99.20K $1.08M 0.01% New
Waterfront Wealth Inc. history 95.95K $1.07M 0.17% New
Integrated Investment Consultants, LLC history 97.56K $1.06M 0.21% New
Dynamic Technology Lab Private Ltd history 97.20K $1.06M 0.24% New
GoalVest Advisory LLC history 96.95K $1.06M 0.20% New
FORA Capital, LLC history 95.05K $1.04M 0.07% New
Sage Mountain Advisors LLC history 94.70K $1.03M 0.06% New
Steadtrust LLC history 94.59K $1.03M 0.52% New
CAPTRUST FINANCIAL ADVISORS history 93.93K $1.02M 0.00% New
WIREGRASS INVESTMENT MANAGEMENT LLC history 91.91K $1.00M 0.68% New
Global Wealth Management Investment Advisory, Inc. history 91.43K $996.61K 0.14% New
Stratos Wealth Partners, LTD. history 91.11K $993.08K 0.01% New
Ameritas Advisory Services, LLC history 90.51K $986.60K 0.02% New
Regal Investment Advisors LLC history 90.19K $983.08K 0.05% New
Greenland Capital Management LP history 90.00K $981.00K 0.18% New
XPONANCE LLC history 88.47K $964.36K 0.01% New
BANK OF MONTREAL /CAN/ history 88.03K $959.58K 0.00% New
Federation des caisses Desjardins du Quebec history 87.42K $952.82K 0.00% New
Arkadios Wealth Advisors history 86.50K $942.84K 0.02% New
Quantitative Investment Management, LLC history 86.26K $940.00K 0.10% New
DIVERSIFY WEALTH MANAGEMENT, LLC history 87.74K $933.57K 0.02% New
Diversify Advisory Services, LLC history 87.74K $933.57K 0.02% New
Stonebridge Financial Group, LLC/CA history 83.56K $920.00K 0.13% New
MILLENNIUM MANAGEMENT LLC history 83.10K $905.79K 0.00% New
Nicholas Hoffman & Company, LLC. history 80.54K $877.91K 0.02% New
Cerity Partners LLC history 80.12K $873.38K 0.00% New
TUDOR INVESTMENT CORP ET AL history 80.00K $872.00K 0.01% New
Frank, Rimerman Advisors LLC history 79.98K $871.82K 0.05% New
Marshall Wace history 79.35K $864.96K 0.00% Reduce
VISION FINANCIAL MARKETS LLC history 79.10K $862.19K 0.75% New
Envestnet Portfolio Solutions, Inc. history 78.95K $860.61K 0.00% New
Main Street Financial Solutions, LLC history 78.82K $859.16K 0.06% New
Kingsview Wealth Management, LLC history 78.53K $855.93K 0.01% New
GUGGENHEIM CAPITAL LLC history 78.11K $851.36K 0.01% New
GSA CAPITAL PARTNERS LLP history 77.69K $847.00K 0.05% New
Sanctuary Advisors, LLC history 76.95K $838.75K 0.00% New
HOWARD FINANCIAL SERVICES, LTD. history 76.37K $832.46K 0.08% New
Swiss Life Asset Management Ltd history 76.21K $830.64K 0.00% New
Catalyst Funds Management Pty Ltd history 75.88K $827.04K 0.05% New
HARBOUR INVESTMENTS, INC. history 75.83K $826.51K 0.01% New
Lighthouse Investment Partners, LLC history 75.63K $824.37K 0.03% New
Spinnaker Investment Group, LLC history 75.59K $823.99K 0.13% New
Brookstone Capital Management history 75.43K $822.16K 0.01% New
Wedmont Private Capital history 73.81K $821.45K 0.02% New
MAI Capital Management history 74.39K $810.85K 0.01% New
LexAurum Advisors, LLC history 74.31K $810.02K 0.09% New
Ensign Peak Advisors, Inc history 74.20K $808.76K 0.00% New
JACKSON THORNTON WEALTH MANAGEMENT, LLC history 73.86K $805.09K 0.06% New
Lido Advisors, LLC history 72.89K $803.85K 0.01% New
SCS Capital Management LLC history 72.86K $794.12K 0.01% New
Equitable Holdings, Inc. history 72.81K $793.65K 0.01% New
Triumph Capital Management history 72.01K $784.87K 0.14% New
Krilogy Financial LLC history 71.83K $782.92K 0.02% New
KESTRA PRIVATE WEALTH SERVICES, LLC history 71.59K $780.33K 0.01% New
KINGSWOOD WEALTH ADVISORS, LLC history 71.38K $778.02K 0.03% New
Elo Mutual Pension Insurance Co history 71.28K $776.90K 0.01% New
Fortitude Advisory Group L.L.C. history 71.08K $774.78K 0.30% New
Intrua Financial, LLC history 70.69K $770.47K 0.07% New
WEDBUSH SECURITIES INC history 70.48K $768.00K 0.02% New
Parallel Advisors, LLC history 66.58K $725.72K 0.01% New
Maryland State Retirement & Pension System history 65.94K $718.79K 0.01% New
Vanguard Personalized Indexing Management, LLC history 65.76K $716.81K 0.01% New
FIRETHORN WEALTH PARTNERS, LLC history 65.67K $715.75K 0.23% New
NewEdge Wealth, LLC history 65.58K $714.87K 0.01% New
Global Assets Advisory, LLC history 65.77K $712.27K 0.15% New
Larson Financial Group LLC history 64.53K $703.42K 0.02% New
Compound Planning, Inc. history 64.10K $698.71K 0.02% New
EntryPoint Capital, LLC history 63.58K $692.99K 0.17% New
Redhawk Wealth Advisors, Inc. history 62.00K $675.80K 0.07% New
Verition Fund Management LLC history 61.60K $671.44K 0.01% New
Fisher Asset Management, LLC history 60.75K $662.23K 0.00% New
WINTON GROUP Ltd history 60.60K $660.54K 0.02% New
VPR Management LLC history 60.00K $654.00K 0.26% New
INTEGRITY ALLIANCE, LLC. history 59.53K $648.91K 0.02% New
JONES FINANCIAL COMPANIES LLLP history 58.78K $640.67K 0.00% New
LECAP ASSET MANAGEMENT LTD history 58.77K $640.54K 0.28% New
Mount Lucas Management LP history 58.56K $638.29K 0.23% New
Inspire Investing, LLC history 57.94K $631.52K 0.03% New
Madison Wealth Partners, Inc history 57.78K $629.82K 0.08% New
IFP Advisors, Inc history 57.51K $626.80K 0.01% New
Sterling Capital Management LLC history 56.97K $620.97K 0.01% New
IFG Advisory, LLC history 55.88K $609.12K 0.02% New
YOUSIF CAPITAL MANAGEMENT, LLC history 55.71K $607.25K 0.01% New
TRUIST FINANCIAL CORP history 54.88K $598.21K 0.00% New
Pinion Investment Advisors, LLC history 54.76K $596.89K 0.12% New
Triton Wealth Management, PLLC history 53.59K $586.31K 0.18% New
Westend Capital Management, LLC history 51.78K $564.36K 0.13% New
AMALGAMATED BANK history 51.78K $564.00K 0.00% New
Bleakley Financial Group, LLC history 51.44K $560.71K 0.01% New
Balyasny Asset Management history 50.70K $552.63K 0.00% New
Parisi Gray Wealth Management history 50.43K $549.67K 0.11% New
NATIONAL BANK OF CANADA /FI/ history 50.34K $548.13K 0.00% New
Carmignac Gestion history 49.93K $544.22K 0.01% New
Warren Street Wealth Advisors, LLC history 49.63K $540.97K 0.12% New
Cane Capital Partners, LLC history 49.38K $538.29K 0.34% New
StoneX Group Inc. history 48.71K $536.36K 0.02% New
DoubleLine ETF Adviser LP history 49.12K $535.44K 0.22% New
WJ Financial Advisors LLC history 49.10K $535.22K 0.40% New
Integrated Wealth Concepts LLC history 48.71K $530.95K 0.00% New
CENTAURUS FINANCIAL, INC. history 48.03K $524.00K 0.02% New
Significant Wealth Partners LLC history 47.77K $520.74K 0.56% New
DnB Asset Management AS history 47.60K $518.80K 0.00% New
BENJAMIN EDWARDS INC history 46.22K $503.82K 0.01% New
FIRST FOUNDATION ADVISORS history 45.95K $500.81K 0.02% New
Prudential Financial history 45.58K $496.82K 0.00% Reduce
TWO SIGMA SECURITIES, LLC history 44.94K $489.81K 0.04% New
Strategic Financial Concepts, LLC history 44.84K $488.78K 0.14% New
Orion Porfolio Solutions, LLC history 44.23K $482.13K 0.00% New
NOMURA HOLDINGS INC history 44.03K $479.88K 0.00% New
KEYBANK NATIONAL ASSOCIATION/OH history 43.81K $477.56K 0.00% New
Samalin Investment Counsel, LLC history 43.16K $470.38K 0.16% New
M&T BANK CORP history 43.09K $469.63K 0.00% New
INFRASTRUCTURE CAPITAL ADVISORS, LLC history 42.88K $467.40K 0.03% New
VestGen Advisors, LLC history 42.86K $467.19K 0.01% New
Abel Hall, LLC history 42.57K $464.06K 0.08% New
Key Client Fiduciary Advisors, LLC history 41.85K $456.20K 0.15% New
Dynamic Advisor Solutions LLC history 41.82K $455.85K 0.01% New
WASHINGTON TRUST BANK history 41.70K $454.53K 0.03% New
INTECH INVESTMENT MANAGEMENT LLC history 41.64K $453.84K 0.00% New
Fermata Advisors, LLC history 41.60K $453.48K 0.09% New
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC history 41.04K $447.32K 0.01% New
Avestar Capital, LLC history 41.00K $446.90K 0.04% New
Kingstone Capital Partners Texas, LLC history 40.81K $444.82K 0.24% New
Apollon Wealth Management, LLC history 40.64K $442.95K 0.01% New
Bridgefront Capital, LLC history 40.63K $442.83K 0.12% New
Maridea Wealth Management LLC history 40.39K $440.22K 0.05% New
Global Retirement Partners, LLC history 39.90K $434.87K 0.01% New
STEPHENS INC /AR/ history 39.65K $432.17K 0.01% New
PRAXIS INVESTMENT MANAGEMENT INC history 39.51K $431.00K 0.03% New
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC history 39.52K $430.82K 0.01% New
Signal Advisors Wealth, LLC history 39.41K $429.61K 0.02% New
Clearstead Advisors, LLC history 38.99K $425.00K 0.00% New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma history 38.65K $421.26K 0.01% New
OPPENHEIMER & CO INC history 37.67K $410.61K 0.00% New
Genesis Wealth Advisors, LLC history 37.28K $406.34K 0.24% New
Farther Finance Advisors, LLC history 36.95K $402.74K 0.00% New
VestGen Investment Management history 36.57K $398.65K 0.21% New
BLAIR WILLIAM & CO/IL history 36.24K $395.07K 0.00% New
Legacy Capital Wealth Partners, LLC history 35.88K $391.04K 0.07% New
ADVISORTRUST PARTNERS, LLC history 35.41K $385.95K 0.13% New
CIBC Asset Management Inc history 35.23K $384.06K 0.00% New
D.A. DAVIDSON & CO. history 35.03K $381.84K 0.00% New
LaSalle St. Investment Advisors, LLC history 34.75K $378.76K 0.05% New
Lifestyle Asset Management, Inc. history 34.52K $376.29K 0.10% New
Prime Capital Investment Advisors, LLC history 34.26K $373.41K 0.00% New
Baker Avenue Asset Management, LP history 34.24K $373.17K 0.01% New
CHOREO, LLC history 33.95K $370.12K 0.00% New
NEW WAVE WEALTH ADVISORS LLC history 33.56K $369.56K 0.10% New
Squarepoint Ops LLC history 33.70K $367.33K 0.00% New
HSBC HOLDINGS PLC history 33.20K $362.08K 0.00% New
Curi Capital, LLC history 33.26K $361.66K 0.01% New
HOWLAND CAPITAL MANAGEMENT LLC history 32.77K $361.10K 0.01% New
HORAN Wealth, LLC history 33.02K $359.93K 0.03% New
Symphony Financial, Ltd. Co. history 32.99K $359.06K 0.04% New
North Dakota State Investment Board history 32.89K $358.48K 0.01% New
Vident Advisory, LLC history 32.75K $356.98K 0.00% New
Magnus Financial Group LLC history 32.71K $356.56K 0.03% New
J.M. Arbour, LLC history 32.41K $353.29K 0.30% New
Summit Trail Advisors, LLC history 32.09K $349.82K 0.01% New
Everest Financial Group LLC history 31.20K $340.08K 0.05% New
Atria Investments, Inc history 31.09K $338.83K 0.00% New
Nykredit A/S history 31.03K $338.25K 0.00% New
Compass Financial Group, INC/SD history 30.81K $335.87K 0.04% New
NWAM LLC history 30.66K $334.17K 0.02% New
Angel Oak Capital Advisors, LLC history 30.50K $332.45K 0.42% New
Mutual Advisors, LLC history 30.32K $330.45K 0.01% New
D. E. Shaw & Co., Inc. history 30.10K $328.09K 0.00% New
GENTRY PRIVATE WEALTH, LLC history 29.94K $326.38K 0.17% New
Wealthfront Advisers LLC history 29.79K $324.73K 0.00% New
Arete Wealth Advisors, LLC history 29.71K $323.82K 0.01% New
LAZARI CAPITAL MANAGEMENT, INC. history 29.70K $323.79K 0.10% New
UNITED CAPITAL FINANCIAL ADVISORS, LLC history 29.23K $318.65K 0.00% New
INSIGNEO ADVISORY SERVICES, LLC history 28.88K $314.84K 0.01% New
Aspen Wealth Strategies, LLC history 28.72K $313.05K 0.15% New
iA Global Asset Management Inc. history 28.74K $313.00K 0.00% New
ARMSTRONG ADVISORY GROUP, INC history 28.49K $310.54K 0.02% New
LEVEL FOUR ADVISORY SERVICES, LLC history 28.46K $310.18K 0.01% New
Composition Wealth, LLC history 27.45K $299.16K 0.00% New
Joel Isaacson & Co., LLC history 27.37K $298.30K 0.01% New
EVOLVE PRIVATE WEALTH, LLC history 27.02K $297.43K 0.02% New
DV Trading LLC history 27.10K $295.39K 0.02% New
CIBC WORLD MARKET INC. history 26.52K $289.09K 0.00% New
Keystone Financial Group history 26.45K $288.31K 0.02% New
DDD Partners, LLC history 26.18K $285.39K 0.02% New
TRB Wealth Management, LLC history 26.11K $284.60K 0.04% New
Attessa Capital LLC history 26.00K $283.45K 0.13% New
Gilman Hill Asset Management, LLC history 26.00K $283.40K 0.04% New
SIGNATUREFD, LLC history 25.61K $279.15K 0.00% New
Savant Capital, LLC history 25.40K $275.73K 0.00% New
Wealthcare Advisory Partners LLC history 25.02K $272.76K 0.01% New
Front Row Advisors LLC history 25.00K $272.25K 0.08% New
GATEWAY INVESTMENT ADVISERS LLC history 24.97K $272.17K 0.00% New
Meeder Advisory Services, Inc. history 24.80K $270.36K 0.01% New
Allianz Asset Management GmbH history 24.09K $262.64K 0.00% New
Geneos Wealth Management Inc. history 24.00K $261.64K 0.01% New
Avantax Planning Partners, Inc. history 23.91K $260.60K 0.01% New
New Age Alpha Advisors, LLC history 23.91K $260.57K 0.01% New
Fiduciary Alliance LLC history 23.61K $257.36K 0.02% New
AA Financial Advisors, LLC history 23.09K $251.69K 0.03% New
MGO ONE SEVEN LLC history 22.87K $249.31K 0.00% New
Ellevest, Inc. history 22.77K $248.14K 0.03% New
Portside Wealth Group, LLC history 22.55K $245.79K 0.03% New
CREATIVE FINANCIAL DESIGNS INC /ADV history 22.39K $244.01K 0.01% New
OneDigital Investment Advisors LLC history 22.35K $243.59K 0.00% New
180 WEALTH ADVISORS, LLC history 22.10K $240.90K 0.03% New
Eurizon Capital SGR S.p.A. history 21.82K $238.93K 0.00% New
EIGHT 31 FINANCIAL, LLC history 21.91K $238.78K 0.14% New
Redwood Investment Management, LLC history 21.58K $235.00K 0.02% New
Vise Technologies, Inc. history 21.49K $234.21K 0.00% New
Permanent Capital Management, LP history 21.06K $232.08K 0.03% New
DAVIDSON TRUST CO history 21.24K $231.53K 0.09% New
Southland Equity Partners LLC history 21.19K $230.93K 0.04% New
Sagewood Asset Management LP history 21.15K $230.53K 0.05% New
NorthCrest Asset Manangement, LLC history 20.36K $225.39K 0.01% New
BNP Paribas Asset Management Holding S.A. history 20.68K $225.36K 0.00% New
Register Financial Advisors LLC history 20.50K $223.45K 0.07% New
Winch Advisory Services, LLC history 20.29K $221.16K 0.05% New
ATLAS CAPITAL ADVISORS INC. history 21.89K $219.54K 0.03% New
CAPITAL FUND MANAGEMENT S.A. history 20.10K $219.09K 0.00% New
IHT Wealth Management, LLC history 19.95K $217.41K 0.01% New
Frisch Financial Group, Inc. history 19.55K $215.49K 0.04% New
Insight Advisors, LLC/ PA history 19.57K $213.37K 0.04% New
Visionary Wealth Advisors history 19.55K $213.09K 0.01% New
PNC Financial Services history 19.45K $212.03K 0.00% Add
Shulman DeMeo Asset Management LLC history 19.40K $211.45K 0.04% New
BRIGHTON JONES LLC history 19.37K $211.17K 0.00% New
Navigation Group, LLC history 19.30K $210.36K 0.04% New
AE Wealth Management LLC history 19.22K $209.46K 0.00% New
EP Wealth Advisors, LLC history 19.14K $208.58K 0.00% New
Coppell Advisory Solutions LLC history 1.09K $208.47K 0.02% New
Acorn Wealth Advisors, LLC history 19.10K $208.20K 0.05% New
HB Wealth Management, LLC history 19.05K $207.63K 0.00% New
Aptus Capital Advisors, LLC history 19.04K $207.53K 0.00% New
Bluespring Wealth Management, LLC history 19.01K $207.23K 0.00% New
O'SHAUGHNESSY ASSET MANAGEMENT, LLC history 19.00K $207.06K 0.00% New
Financial Gravity Companies, Inc. history 18.76K $204.48K 0.04% New
MetLife Investment Management, LLC history 18.70K $203.81K 0.00% New
Paragon Capital Management Ltd history 18.54K $202.06K 0.04% New
Waverly Advisors, LLC history 18.36K $200.18K 0.00% New
Dynasty Wealth Management, LLC history 18.33K $199.75K 0.00% New
CARY STREET PARTNERS FINANCIAL LLC history 18.24K $198.79K 0.00% New
WealthTrust Axiom LLC history 18.20K $198.38K 0.04% New
PRIVATE TRUST CO NA history 18.17K $198.07K 0.02% New
Collaborative Wealth Managment Inc. history 18.09K $197.18K 0.08% New
O'ROURKE & COMPANY, Inc history 18.07K $196.97K 0.07% New
WoodTrust Financial Corp history 18.00K $196.00K 0.02% New
Weaver Consulting Group history 17.85K $194.54K 0.04% New
MITCHELL MCLEOD PUGH & WILLIAMS INC history 17.82K $194.19K 0.02% New
LANARK FINANCIAL, INC. history 17.69K $192.79K 0.01% New
Value Investment Professionals, LLC history 17.67K $192.57K 0.16% New
one8zero8, LLC history 17.60K $191.84K 0.04% New
TCP Asset Management, LLC history 17.59K $191.68K 0.02% New
PLANNING DIRECTIONS INC history 17.52K $190.93K 0.09% New
Traynor Capital Management, Inc. history 17.28K $188.32K 0.02% New
Engineers Gate Manager LP history 17.24K $187.94K 0.00% New
Navis Wealth Advisors, LLC history 17.00K $185.30K 0.07% New
HighPoint Advisor Group LLC history 16.96K $184.84K 0.01% New
MISSION WEALTH MANAGEMENT, LP history 16.78K $182.90K 0.00% New
Post Resch Tallon Group Inc. history 16.69K $181.91K 0.13% New
REGIONS FINANCIAL CORP history 16.60K $180.94K 0.00% New
Almanack Investment Partners, LLC. history 16.18K $176.30K 0.02% New
Covestor Ltd history 16.16K $176.00K 0.10% New
One Charles Private Wealth Services, LLC history 16.09K $175.37K 0.04% New
GUARDIAN WEALTH ADVISORS, LLC / NC history 16.08K $175.29K 0.01% New
Greenwich Wealth Management LLC history 16.02K $175.00K 0.01% New
Perigon Wealth Management, LLC history 15.93K $173.67K 0.00% New
Valley Brook Capital Group, Inc. history 15.80K $172.22K 0.10% New
BLB&B Advisors, LLC history 15.75K $171.68K 0.01% New
Rothschild Wealth LLC history 15.22K $165.92K 0.01% New
Indivisible Partners history 15.19K $165.53K 0.01% New
ROGCO, LP history 15.00K $163.50K 0.05% New
PVG ASSET MANAGEMENT CORP history 14.90K $162.47K 0.09% New
FIDELIS CAPITAL PARTNERS, LLC history 14.78K $161.07K 0.01% New
Better Way Financial, LLC history 14.77K $161.01K 0.14% New
HANTZ FINANCIAL SERVICES, INC. history 14.61K $159.00K 0.00% New
Sage Capital Management, LLC history 14.50K $158.05K 0.06% New
Parkside Financial Bank & Trust history 14.44K $157.34K 0.01% New
JBR Co Financial Management Inc history 14.29K $155.82K 0.06% New
Avior Wealth Management, LLC history 14.13K $154.03K 0.00% New
Vanguard Capital Wealth Advisors history 14.00K $152.60K 0.10% New
Aegis Wealth Management, Inc. history 13.86K $151.07K 0.10% New
Diligent Investors, LLC history 13.74K $149.81K 0.03% New
NWF Advisory Services Inc. history 13.47K $146.88K 0.01% New
Garden State Investment Advisory Services LLC history 13.43K $146.36K 0.03% New
Baron Wealth Management LLC history 13.30K $144.99K 0.04% New
Ascent Group, LLC history 13.23K $144.24K 0.00% New
BCO Wealth Management LLC history 13.21K $144.03K 0.08% New
VAUGHAN DAVID INVESTMENTS LLC/IL history 13.10K $143.00K 0.00% New
WMG Financial Advisors, LLC history 13.02K $141.94K 0.05% New
GREENWOOD GEARHART LLC history 12.99K $141.62K 0.01% New
Valeo Financial Advisors, LLC history 12.93K $140.93K 0.00% New
WealthPLAN Partners, LLC history 12.85K $140.03K 0.03% New
Annex Advisory Services, LLC history 12.84K $139.94K 0.00% New
Focus Financial Network, Inc. history 12.76K $139.06K 0.00% New
Dana Investment Advisors, Inc. history 12.69K $138.32K 0.00% New
Merit Financial Group, LLC history 12.63K $137.62K 0.00% New
Transamerica Financial Advisors, LLC history 12.39K $136.65K 0.01% New
LANE BROTHERS & CO INC history 12.53K $136.59K 0.09% New
Oakworth Capital, Inc. history 12.60K $135.95K 0.01% New
JUPITER ASSET MANAGEMENT LTD history 12.38K $134.93K 0.00% New
Principal Global Investors history 12.37K $134.78K 0.00% Reduce
Concurrent Investment Advisors, LLC history 12.23K $133.34K 0.00% New
Two Sigma Investments history 12.20K $132.98K 0.00% New
Oder Investment Management, LLC history 12.16K $132.56K 0.09% New
Liberty Atlantic Advisors LLC history 12.00K $132.24K 0.10% New
Avory & Company, LLC history 12.09K $131.82K 0.17% New
BTC Capital Management, Inc. history 12.00K $130.80K 0.01% New
Pavaki Capital Management LLC history 12.00K $130.80K 0.06% New
World Investment Advisors history 12.52K $129.35K 0.00% New
PFG Advisors history 11.75K $128.10K 0.01% New
Bright Futures Wealth Management, LLC. history 11.70K $127.47K 0.08% New
PW Nova Financial Services LLC history 11.56K $126.06K 0.03% New
GAMMA Investing LLC history 11.56K $125.96K 0.01% New
Talon Private Wealth, LLC history 11.51K $125.47K 0.01% New
FOUNDATIONS INVESTMENT ADVISORS, LLC history 11.45K $124.85K 0.00% New
VSM Wealth Advisory, LLC history 11.45K $124.83K 0.03% New
Ranch Capital Advisors Inc. history 11.43K $124.61K 0.04% New
Optas, LLC history 11.35K $123.76K 0.02% New
WealthPlan Investment Management, LLC history 11.31K $123.28K 0.01% New
Liberty Capital Management, Inc. history 11.30K $123.17K 0.02% New
Capital Square, LLC history 11.06K $123.10K 0.05% New
Frec Markets, Inc. history 11.29K $123.02K 0.01% New
J. Safra Sarasin Holding AG history 11.28K $123.00K 0.00% New
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC history 11.27K $122.84K 0.00% New
Financial Engines Advisors L.L.C. history 11.17K $121.75K 0.00% New
AlphaGrep UK Ltd history 11.05K $120.50K 0.04% New
Farmers & Merchants Trust Co of Long Beach history 11.00K $119.90K 0.03% New
TD PRIVATE CLIENT WEALTH LLC history 10.99K $119.77K 0.00% New
PROFFITT & GOODSON INC history 10.98K $119.64K 0.02% New
MN Wealth Advisors, LLC history 10.80K $117.71K 0.05% New
Beacon Financial Advisory LLC history 10.74K $117.08K 0.02% New
CORA CAPITAL ADVISORS LLC history 10.57K $115.27K 0.03% New
Sequoia Financial Advisors, LLC history 10.43K $113.72K 0.00% New
Welch Group, LLC history 10.41K $113.49K 0.00% New
WESPAC Advisors, LLC history 10.40K $113.34K 0.06% New
DAYMARK WEALTH PARTNERS, LLC history 10.37K $113.01K 0.00% New
B. Riley Wealth Advisors, Inc. history 10.26K $112.85K 0.01% New
Van Diest Capital, LLC history 10.22K $111.42K 0.10% New
ENTERPRISE FINANCIAL SERVICES CORP history 10.22K $111.42K 0.04% New
Modern Wealth Management, LLC history 10.09K $109.97K 0.00% New
Wealth Alliance Advisory Group, LLC history 10.08K $109.91K 0.02% New
BROWN ADVISORY INC history 10.01K $109.08K 0.00% New
QUARRY HILL ADVISORS, LLC history 10.00K $109.00K 0.04% New
AlphaCentric Advisors LLC history 9.62K $104.87K 0.09% New
WealthCollab, LLC history 9.59K $104.49K 0.04% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history 9.31K $101.48K 0.00% New
SUMMIT SECURITIES GROUP LLC history 9.00K $98.10K 0.02% New
HUNTINGTON NATIONAL BANK history 8.97K $97.74K 0.00% New
Bruce G. Allen Investments, LLC history 8.67K $94.53K 0.06% New
HAZLETT, BURT & WATSON, INC. history 8.00K $87.00K 0.02% New
Solstein Capital, LLC history 7.82K $85.23K 0.03% New
FLAGSHIP WEALTH ADVISORS, LLC history 7.50K $81.75K 0.02% New
FIRST COMMUNITY TRUST NA history 7.30K $79.57K 0.04% New
North Star Investment Management Corp. history 6.80K $74.12K 0.00% New
Curated Wealth Partners LLC history 60.00K $70.52K 0.01% New
MeadowBrook Investment Advisors LLC history 2.81K $70.24K 0.06% New
Mitsubishi UFJ Asset Management Co., Ltd. history 6.38K $69.50K 0.00% New
Archer Investment Corp history 6.29K $68.54K 0.01% New
Ameritas Investment Partners, Inc. history 6.00K $65.40K 0.00% New
NOMURA ASSET MANAGEMENT CO LTD history 6.00K $65.40K 0.00% New
Versant Capital Management, Inc history 5.57K $60.71K 0.01% New
Corsicana & Co. history 5.50K $59.95K 0.03% New
Tower Research Capital LLC (TRC) history 5.43K $59.23K 0.00% New
UMB Bank, n.a. history 5.24K $57.10K 0.00% New
Fourth Dimension Wealth, LLC history 5.00K $54.50K 0.02% New
TD Waterhouse Canada Inc. history 4.95K $53.45K 0.00% New
Pinnacle Wealth Planning Services, Inc. history 4.85K $52.82K 0.01% New
LOS ANGELES CAPITAL MANAGEMENT LLC history 4.75K $51.81K 0.00% New
Nova Wealth Management, Inc. history 4.67K $50.91K 0.03% New
Capital Analysts, LLC history 4.47K $49.00K 0.00% New
Cape Investment Advisory, Inc. history 4.32K $47.06K 0.01% New
Rossby Financial, LCC history 4.11K $44.82K 0.01% New
Spire Wealth Management history 3.92K $42.75K 0.00% New
Financial Life Planners history 3.83K $41.70K 0.03% New
Bogart Wealth, LLC history 3.69K $40.28K 0.00% New
Crewe Advisors LLC history 3.42K $37.45K 0.00% New
Qube Research & Technologies Ltd history 3.30K $35.97K 0.00% New
Altshuler Shaham Ltd history 3.16K $34.49K 0.00% New
Bullseye Investment Management, LLC history 3.15K $34.34K 0.02% New
Ascentis Wealth Management, LLC history 34.08K $34.08K 0.01% New
Forum Finance Group S.A. history 3.84K $34.00K 0.01% New
SALEM INVESTMENT COUNSELORS INC history 3.00K $33.06K 0.00% New
IMA Advisory Services, Inc. history 3.00K $32.70K 0.00% New
HIGHLINE WEALTH PARTNERS LLC history 3.00K $32.70K 0.01% New
Graney & King, LLC history 2.94K $32.00K 0.01% New
Avion Wealth history 2.82K $30.00K 0.01% New
Security National Bank history 2.75K $29.98K 0.00% New
N.E.W. Advisory Services LLC history 2.56K $27.87K 0.00% New
Osbon Capital Management LLC history 2.54K $27.65K 0.02% New
SWAN Capital LLC history 2.50K $27.25K 0.01% New
MCF Advisors LLC history 2.41K $26.54K 0.00% New
ASSETMARK, INC history 2.37K $25.81K 0.00% New
Smartleaf Asset Management LLC history 2.34K $25.76K 0.00% New
Gen-Wealth Partners Inc history 2.35K $25.67K 0.01% New
Quent Capital, LLC history 2.35K $25.63K 0.00% New
Silver Grove Financial Group, Inc. history 2.32K $25.29K 0.01% New
DELTA ASSET MANAGEMENT LLC/TN history 2.30K $25.07K 0.00% New
CoreCap Advisors, LLC history 2.28K $24.84K 0.00% New
Hilton Head Capital Partners, LLC history 2.10K $22.89K 0.01% New
MONTAG A & ASSOCIATES INC history 2.08K $22.89K 0.00% New
MANNING & NAPIER ADVISORS LLC history 2.04K $22.41K 0.00% New
Strategic Wealth Partners, Ltd. history 2.03K $22.13K 0.00% New
Transce3nd, LLC history 1.84K $20.43K 0.29% New
MARK SHEPTOFF FINANCIAL PLANNING, LLC history 1.73K $18.86K 0.01% New
GILL CAPITAL PARTNERS, LLC history 1.55K $16.89K 0.00% New
LRI Investments, LLC history 1.55K $16.85K 0.00% New
Aventura Private Wealth, LLC history 1.50K $16.35K 0.01% New
Institute for Wealth Management, LLC. history 1.43K $15.62K 0.00% New
MassMutual Private Wealth & Trust, FSB history 1.40K $15.22K 0.00% New
CX Institutional history 1.40K $15.00K 0.00% New
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ history 1.37K $14.93K 0.00% New
TRUST CO OF VERMONT history 1.33K $14.49K 0.00% New
CARY STREET PARTNERS INVESTMENT ADVISORY LLC history 1.32K $14.37K 0.00% New
KERR FINANCIAL PLANNING Corp history 1.32K $14.35K 0.02% New
Darwin Wealth Management, LLC history 1.28K $13.92K 0.00% New
Atlantic Edge Private Wealth Management, LLC history 1.20K $13.08K 0.00% New
Vision Retirement, LLC history 1.18K $12.89K 0.00% New
Markowski Investments history 1.17K $12.79K 0.00% New
AdvisorNet Financial, Inc history 1.17K $12.75K 0.00% New
Salomon & Ludwin, LLC history 1.16K $12.46K 0.00% New
Caitlin John, LLC history 1.11K $12.09K 0.01% New
Financial Network Wealth Advisors LLC history 1.11K $12.05K 0.01% New
SHP Wealth Management history 1.10K $12.00K 0.00% New
T. Rowe Price Associates history 1.04M $11.39K 0.00% Add
Basepoint Wealth LLC history 1.04K $11.37K 0.01% New
Activest Wealth Management history 1.04K $11.34K 0.00% New
PETERSON WEALTH MANAGEMENT history 1.03K $11.26K 0.01% New
ROTHSCHILD INVESTMENT LLC history 912 $9.94K 0.00% New
ELEVATION WEALTH PARTNERS, LLC history 848 $9.24K 0.00% New
Roble, Belko & Company, Inc history 813 $9.00K 0.00% New
Bangor Savings Bank history 750 $8.18K 0.00% New
PlanVest Financial, Inc history 742 $8.09K 0.01% New
Principia Wealth Advisory, LLC history 737 $8.03K 0.00% New
Bell Investment Advisors, Inc history 688 $7.50K 0.00% New
CULLEN/FROST BANKERS, INC. history 683 $7.45K 0.00% New
Retirement Wealth Solutions LLC history 667 $7.27K 0.00% New
WOLFF WIESE MAGANA LLC history 600 $6.54K 0.00% New
Private Wealth Management Group, LLC history 570 $6.21K 0.00% New
GODSEY & GIBB, INC history 540 $5.89K 0.00% New
JNBA Financial Advisors history 539 $5.88K 0.00% New
FIDUCIARY FINANCIAL ADVISORS history 509 $5.55K 0.00% New
Signature Equity Partners, LLC history 506 $5.51K 0.00% New
Atlantic Union Bankshares Corp history 500 $5.45K 0.00% New
Key FInancial Inc history 500 $5.45K 0.00% New
High Point Wealth Management, LLC history 500 $5.45K 0.00% New
Cornerstone Financial Management LLC history 472 $5.14K 0.00% New
BROWN BROTHERS HARRIMAN & CO history 469 $5.11K 0.00% New
Byrne Asset Management LLC history 400 $4.36K 0.00% New
Aspect Partners, LLC history 347 $3.78K 0.00% New
Keating Financial Advisory Services, Inc. history 325 $3.54K 0.00% New
Strategic Investment Solutions, Inc. /IL history 325 $3.54K 0.00% New
HARBOR INVESTMENT ADVISORY, LLC history 301 $3.28K 0.00% New
Cromwell Holdings LLC history 293 $3.23K 0.00% New
FIFTH THIRD BANCORP history 285 $3.11K 0.00% New
SJS Investment Consulting Inc. history 282 $3.07K 0.00% New
PIN OAK INVESTMENT ADVISORS INC history 250 $3.00K 0.00% New
TSFG, LLC history 236 $3.00K 0.00% New
VALLEY NATIONAL ADVISERS INC history 272 $2.96K 0.00% New
Sachetta, LLC history 253 $2.76K 0.00% New
GHP Investment Advisors, Inc. history 241 $2.63K 0.00% New
First Command Advisory Services, Inc. history 238 $2.62K 0.00% New
Essential Partners LLC history 236 $2.57K 0.00% New
Fortitude Family Office, LLC history 229 $2.50K 0.00% New
MCGUIRE CAPITAL ADVISORS INC history 228 $2.49K 0.00% New
Cornerstone Planning Group LLC history 216 $2.32K 0.00% New
Decker Retirement Planning Inc. history 204 $2.22K 0.00% New
FINANCIAL CONSULATE, INC history 199 $2.19K 0.00% New
FIRST HORIZON CORP history 200 $2.18K 0.00% New
Glen Eagle Advisors, LLC history 200 $2.18K 0.00% New
BESSEMER GROUP INC history 210 $2.00K 0.00% New
American Capital Advisory, LLC history 156 $1.70K 0.00% New
Clearstead Trust, LLC history 145 $1.58K 0.00% New
Mountain Hill Investment Partners Corp. history 133 $1.45K 0.00% New
BROWN, LISLE/CUMMINGS, INC. history 122 $1.33K 0.00% New
Planning Strategies Inc. history 122 $1.33K 0.00% New
Quest 10 Wealth Builders, Inc. history 119 $1.29K 0.00% New
CENTRAL TRUST Co history 114 $1.24K 0.00% New
Key Capital Management, INC history 109 $1.19K 0.00% New
Capital Advisors, Ltd. LLC history 98 $1.00K 0.00% New
Fortis Group Advisors, LLC history 85 $927 0.00% New
Stone House Investment Management, LLC history 77 $839 0.00% New
Highland Investment Advisors LLC history 69 $757 0.00% New
AMERIFLEX GROUP, INC. history 60 $654 0.00% New
True Wealth Design, LLC history 57 $622 0.00% New
Hughes Financial Services, LLC history 52 $567 0.00% New
RAFFA WEALTH MANAGEMENT, LLC history 47 $512 0.00% New
Torren Management, LLC history 45 $491 0.00% New
Synergy Investment Management, LLC history 36 $392 0.00% New
Asset Dedication, LLC history 32 $349 0.00% New
JFS WEALTH ADVISORS, LLC history 29 $320 0.00% New
NBT BANK, N.A. history 29 $316 0.00% New
Harbor Asset Planning, Inc. history 28 $302 0.00% New
MATHER GROUP, LLC. history 27 $297 0.00% New
Plante Moran Financial Advisors, LLC history 27 $294 0.00% New
PENSION & WEALTH MANAGEMENT ADVISORS, INC. history 25 $273 0.00% New
MV CAPITAL MANAGEMENT, INC. history 26 $261 0.00% New
Dunhill Financial, LLC history 21 $231 0.00% New
Medallion Wealth Advisors, LLC history 19 $207 0.00% New
BARTLETT & CO. WEALTH MANAGEMENT LLC history 14 $154 0.00% New
DecisionPoint Financial, LLC history 14 $152 0.00% New
Quaker Wealth Management, LLC history 8 $88 0.00% New
Center for Financial Planning, Inc. history 3 $33 0.00% New

Q1 2026 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 60.42M $606.01M 0.01% Reduce
UBS Group AG history 23.10M $231.74M 0.04% Add
Geode Capital Management history 20.89M $209.61M 0.01% Reduce
Bank of America Corp history 8.66M $86.84M 0.01% Reduce
Charles Schwab Investment Management history 7.72M $77.39M 0.01% Add
Morgan Stanley history 7.27M $72.94M 0.00% Reduce
Northern Trust Corp history 7.07M $70.96M 0.01% Add
Millennium Management history 6.64M $66.58M 0.03% Add
Citadel Advisors history 6.23M $62.47M 0.01% Add
BNY Mellon history 3.56M $35.69M 0.01% Add
Wells Fargo & Co history 2.69M $26.93M 0.01% Add
Invesco Ltd history 2.26M $22.63M 0.00% Reduce
Goldman Sachs Group history 2.13M $21.36M 0.00% Reduce
Fidelity Management & Research (FMR) history 2.04M $20.43M 0.00% Reduce
Renaissance Technologies history 1.84M $18.50M 0.03% Reduce
D. E. Shaw & Co history 1.76M $17.69M 0.01% Add
Legal & General Investment Management America history 1.01M $10.14M 0.00% Reduce
Point72 Asset Management history 985.90K $9.89M 0.01% Add
Citigroup Inc history 695.14K $6.97M 0.00% Reduce
Marshall Wace history 671.45K $6.73M 0.01% New
Janus Henderson Group history 486.44K $4.88M 0.00% Add
AQR Capital Management history 339.39K $3.40M 0.00% Add
Franklin Resources history 294.20K $2.95M 0.00% Add
Manulife Financial history 290.99K $2.92M 0.00% Add
Amundi US history 197.63K $1.98M 0.00% Add
Deutsche Bank AG history 135.51K $1.36M 0.00% Add
Prudential Financial history 46.77K $469.05K 0.00% Reduce
Principal Global Investors history 30.16K $302.46K 0.00% Add
PNC Financial Services history 19.29K $193.46K 0.00% Add
Wellington Management Group history 17.75K $178.02K 0.00% Hold
T. Rowe Price Associates history 961.46K $9.64K 0.00% Add

Q4 2025 — 34 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 97.75M $1.05B 0.01% Add
BlackRock Inc history 61.10M $655.04M 0.01% Add
Geode Capital Management history 29.10M $312.27M 0.02% Add
Norges Bank Investment Management history 13.23M $141.83M 0.01% Add
Bank of America Corp history 10.85M $116.32M 0.01% Add
UBS Group AG history 9.66M $103.52M 0.02% Reduce
Morgan Stanley history 7.49M $80.31M 0.01% Add
Charles Schwab Investment Management history 7.09M $76.00M 0.01% Reduce
Renaissance Technologies history 6.86M $73.56M 0.11% Add
Northern Trust Corp history 6.63M $71.06M 0.01% Reduce
Citadel Advisors history 4.09M $43.88M 0.01% Add
BNY Mellon history 3.44M $36.84M 0.01% Add
Goldman Sachs Group history 3.09M $33.17M 0.00% Add
Fidelity Management & Research (FMR) history 2.73M $29.27M 0.00% Add
Invesco Ltd history 2.58M $27.67M 0.00% Add
Wells Fargo & Co history 2.27M $24.34M 0.01% Reduce
Millennium Management history 1.99M $21.36M 0.01% Reduce
JPMorgan Chase & Co history 1.83M $19.67M 0.00% Add
Citigroup Inc history 1.48M $15.87M 0.01% Add
Legal & General Investment Management America history 1.12M $11.97M 0.00% Hold
D. E. Shaw & Co history 555.66K $5.96M 0.00% Add
Balyasny Asset Management history 523.14K $5.61M 0.01% Add
Janus Henderson Group history 464.64K $4.98M 0.00% Add
Point72 Asset Management history 440.56K $4.72M 0.01% Add
AQR Capital Management history 282.48K $3.03M 0.00% Add
Franklin Resources history 267.81K $2.87M 0.00% Reduce
Manulife Financial history 258.23K $2.77M 0.00% Add
Deutsche Bank AG history 121.89K $1.31M 0.00% Add
Amundi US history 67.01K $718.34K 0.00% New
Prudential Financial history 50.81K $544.72K 0.00% Reduce
Principal Global Investors history 29.42K $315.37K 0.00% Reduce
Wellington Management Group history 17.75K $190.27K 0.00% Reduce
PNC Financial Services history 14.20K $152.19K 0.00% Reduce
T. Rowe Price Associates history 818.68K $8.78K 0.00% Add

Q3 2025 — 34 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 96.44M $944.15M 0.01% Add
BlackRock Inc history 56.21M $550.27M 0.01% Add
Geode Capital Management history 27.50M $269.56M 0.02% Add
UBS Group AG history 13.86M $135.72M 0.02% Reduce
Bank of America Corp history 9.22M $90.23M 0.01% Reduce
Charles Schwab Investment Management history 7.19M $70.39M 0.01% Reduce
Northern Trust Corp history 6.76M $66.14M 0.01% Add
Renaissance Technologies history 6.27M $61.37M 0.08% Add
Morgan Stanley history 6.03M $59.03M 0.00% Reduce
Millennium Management history 5.07M $49.67M 0.02% Add
BNY Mellon history 3.03M $29.64M 0.01% Add
Citadel Advisors history 2.96M $29.00M 0.00% Reduce
Wells Fargo & Co history 2.79M $27.31M 0.01% Reduce
Invesco Ltd history 2.51M $24.61M 0.00% Add
Goldman Sachs Group history 1.58M $15.44M 0.00% Reduce
JPMorgan Chase & Co history 1.43M $14.00M 0.00% Add
Citigroup Inc history 1.31M $12.84M 0.01% Add
Legal & General Investment Management America history 1.11M $10.91M 0.00% Add
Fidelity Management & Research (FMR) history 1.10M $10.81M 0.00% Reduce
Janus Henderson Group history 443.14K $4.35M 0.00% Add
Franklin Resources history 400.69K $3.92M 0.00% Reduce
Marshall Wace history 331.31K $3.24M 0.00% Reduce
Balyasny Asset Management history 287.10K $2.81M 0.00% Reduce
Manulife Financial history 247.38K $2.42M 0.00% Add
AQR Capital Management history 173.34K $1.70M 0.00% Add
Point72 Asset Management history 150.00K $1.47M 0.00% New
Wellington Management Group history 121.90K $1.19M 0.00% Reduce
Deutsche Bank AG history 115.72K $1.13M 0.00% Add
D. E. Shaw & Co history 111.81K $1.09M 0.00% Reduce
Prudential Financial history 80.03K $783.48K 0.00% Add
Bridgewater Associates history 67.26K $658.48K 0.00% New
Principal Global Investors history 38.63K $378.18K 0.00% Reduce
PNC Financial Services history 15.10K $147.80K 0.00% Add
T. Rowe Price Associates history 761.22K $7.45K 0.00% Add

Q2 2025 — 10 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 52.73M $484.56M 0.01% Add
Fidelity Management & Research (FMR) history 19.36M $177.89M 0.01% Add
Norges Bank Investment Management history 11.95M $109.81M 0.01% Add
Citadel Advisors history 10.99M $100.99M 0.02% Add
Morgan Stanley history 7.40M $68.04M 0.01% Add
Goldman Sachs Group history 2.23M $20.47M 0.00% Reduce
JPMorgan Chase & Co history 1.10M $10.15M 0.00% Reduce
Renaissance Technologies history 387.04K $3.56M 0.01% Reduce
Deutsche Bank AG history 105.38K $968.42K 0.00% Add
Two Sigma Investments history 49.25K $452.63K 0.00% Reduce

View all 716 fund holders →

New Positions (Q3 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2026Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q4 2023
GoalVest Advisory LLC 108.38K 96.95K — — — — — — — —
Cooper Financial Group 88.38K 132.40K — — — — — — — —
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 45.32K 41.04K — — — — — — — —
Farther Finance Advisors, LLC 18.44K 36.95K — — — — — — — —
Weaver Consulting Group 18.02K 17.85K — — — — — — — —
GAMMA Investing LLC 15.29K 11.56K — — — — — — — —
FIRST COMMUNITY TRUST NA 7.30K 7.30K — — — — — — — —
CX Institutional 7.09K 1.40K — — — — — — — —
Wealth Enhancement Trust Services, Inc. 6.65K — — — — — — — — —
ELEVATION WEALTH PARTNERS, LLC 5.37K 848 — — — — — — — —
CoreCap Advisors, LLC 3.63K 2.28K — — — — — — — —
MassMutual Private Wealth & Trust, FSB 1.65K 1.40K — — — — — — — —
Versant Capital Management, Inc 1.49K 5.57K — — — — — — — —
Retirement Wealth Solutions LLC 615 667 — — — — — — — —
Byrne Asset Management LLC 400 400 — — — — — — — —
Planning Strategies Inc. 121 122 — — — — — — — —
Bridgewater Associates — — — — 67.26K — — — — —
Citadel Advisors — 994.23K 6.23M 4.09M 2.96M 10.99M 10.24M — — —
Point72 Asset Management — 890.10K 985.90K 440.56K 150.00K — — — — —
BlackRock Inc — 64.59M 60.42M 61.10M 56.21M 52.73M 49.08M — — —

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