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SEDG — SOLAREDGE TECHNOLOGIES INC · All Fund Holders

Funds holding (latest): 286 · Reported value held: $2.41B

FundQuarterSharesValuePortfolio WeightChange
Invesco Ltd history Q2 2026 2.60M $151.70M 0.01% Reduce
MENORA MIVTACHIM HOLDINGS LTD. history Q2 2026 2.39M $139.93M 0.55% New
AMERICAN CENTURY COMPANIES INC history Q2 2026 1.71M $100.17M 0.04% New
Migdal Insurance & Financial Holdings Ltd. history Q2 2026 1.69M $98.84M 0.63% New
Vanguard Group history Q4 2025 3.37M $97.17M 0.00% Add
Legal & General Investment Management America history Q2 2026 1.30M $76.09M 0.02% Add
Goldman Sachs Group history Q2 2026 1.29M $75.29M 0.02% Reduce
Grantham, Mayo, Van Otterloo & Co. LLC history Q2 2026 1.24M $72.69M 0.16% New
Handelsbanken Fonder AB history Q2 2026 1.23M $71.91M 0.20% New
FIRST TRUST ADVISORS LP history Q2 2026 1.22M $71.28M 0.04% New
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM history Q2 2026 4.02M $68.81M 0.01% New
Viking Global Investors history Q2 2026 1.09M $63.61M 0.18% New
Artisan Partners Limited Partnership history Q2 2026 1.07M $62.72M 0.11% New
ION Fund Management Ltd history Q2 2026 1.06M $61.82M 3.92% New
Harel Insurance Investments & Financial Services Ltd. history Q2 2026 31.20M $60.83M 0.30% New
MEITAV INVESTMENT HOUSE LTD history Q2 2026 906.89K $53.00M 0.36% New
DeepCurrents Investment Group LLC history Q2 2026 26.73M $51.48M 1.78% New
JACOBS LEVY EQUITY MANAGEMENT, INC history Q2 2026 816.16K $47.70M 0.17% New
Geode Capital Management history Q2 2026 815.38K $47.67M 0.00% Add
GEODE CAPITAL MANAGEMENT, LLC history Q2 2026 815.38K $47.67M 0.00% New
Renaissance Technologies history Q2 2026 736.54K $43.04M 0.06% Add
Electron Capital Partners, LLC history Q2 2026 672.68K $39.31M 1.57% New
D. E. Shaw & Co history Q2 2026 563.60K $32.94M 0.02% Add
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD history Q2 2026 556.59K $32.53M 1.34% New
Erste Asset Management GmbH history Q2 2026 539.49K $29.87M 0.23% New
Charles Schwab Investment Management history Q2 2026 507.65K $29.67M 0.00% Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC history Q2 2026 507.65K $29.67M 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 498.01K $29.10M 0.00% Add
Assenagon Asset Management S.A. history Q2 2026 493.76K $28.86M 0.04% New
Citigroup Inc history Q2 2026 442.26K $25.85M 0.01% Add
JPMorgan Chase & Co history Q2 2026 409.73K $22.84M 0.00% New
Nuveen, LLC history Q2 2026 375.19K $21.93M 0.01% New
Global Alpha Capital Management Ltd. history Q2 2026 346.60K $20.26M 1.21% New
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. history Q2 2026 342.81K $19.05M 0.02% New
Northern Trust Corp history Q2 2026 310.51K $18.15M 0.00% Add
Principal Global Investors history Q2 2026 292.65K $17.10M 0.01% Add
Blue Grotto Capital, LLC history Q2 2026 279.72K $16.35M 1.36% New
Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec history Q2 2026 271.89K $15.89M 2.09% New
DIMENSIONAL FUND ADVISORS LP history Q2 2026 260.18K $15.20M 0.00% New
DRIEHAUS CAPITAL MANAGEMENT LLC history Q2 2026 239.88K $14.02M 0.08% New
BNP Paribas Asset Management Holding S.A. history Q2 2026 229.74K $13.43M 0.01% New
Bank of America Corp history Q2 2026 223.52K $13.06M 0.00% Reduce
Citadel Advisors history Q2 2026 220.12K $12.86M 0.02% Reduce
BlackRock Inc history Q2 2026 6.47M $12.46M 0.00% Add
PSP Investments history Q2 2026 208.91K $12.21M 0.03% Reduce
BNY Mellon history Q2 2026 198.43K $11.60M 0.00% Hold
ARISTEIA CAPITAL, L.L.C. history Q2 2026 6.00M $11.57M 0.19% New
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD history Q2 2026 190.08K $11.11M 1.37% New
LORD, ABBETT & CO. LLC history Q2 2026 5.41M $10.44M 0.03% New
D. E. Shaw & Co., Inc. history Q2 2026 158.10K $9.24M 0.01% New
CANADA LIFE ASSURANCE Co history Q2 2026 154.28K $9.02M 0.01% New
Janney Montgomery Scott LLC history Q2 2026 143.53K $8.39M 0.02% New
Premier Fund Managers Ltd history Q2 2026 151.00K $8.37M 0.76% New
Point72 Asset Management history Q2 2026 130.94K $7.65M 0.03% Reduce
AMERIPRISE FINANCIAL INC history Q2 2026 120.17K $7.02M 0.00% New
Norges Bank Investment Management history Q2 2024 261.80K $6.61M 0.00% Reduce
Man Group plc history Q2 2026 111.92K $6.54M 0.02% New
ING GROEP NV history Q2 2026 111.21K $6.50M 0.03% New
Arosa Capital Management LP history Q2 2026 100.00K $5.84M 1.54% New
BANK OF MONTREAL /CAN/ history Q2 2026 97.19K $5.68M 0.01% New
Amundi US history Q2 2026 93.75K $5.48M 0.00% Add
NEW YORK STATE COMMON RETIREMENT FUND history Q2 2026 92.65K $5.41M 0.01% New
CPP Investments history Q4 2025 185.10K $5.34M 0.00% Reduce
Two Sigma Investments history Q2 2026 2.50M $4.81M 0.00% Reduce
IMC-Chicago, LLC history Q2 2026 77.27K $4.52M 0.01% New
Moore Capital Management history Q4 2025 156.52K $4.52M 0.07% New
MYDA Advisors LLC history Q2 2026 75.00K $4.38M 0.92% New
Franklin Resources history Q2 2026 72.95K $4.26M 0.00% Reduce
Phoenix Financial Ltd. history Q2 2026 66.62K $3.89M 0.03% New
COMMONWEALTH EQUITY SERVICES, LLC history Q2 2026 65.37K $3.82M 0.01% New
De Lisle Partners LLP history Q2 2026 64.00K $3.74M 0.41% New
AQR Capital Management history Q2 2026 60.20K $3.52M 0.00% Add
AQR CAPITAL MANAGEMENT LLC history Q2 2026 60.20K $3.52M 0.00% New
Caption Management, LLC history Q2 2026 60.00K $3.51M 0.06% New
Millennium Management history Q2 2026 59.47K $3.48M 0.00% Reduce
GUGGENHEIM CAPITAL LLC history Q2 2026 57.65K $3.37M 0.02% New
DekaBank Deutsche Girozentrale history Q2 2026 66.00K $3.36M 0.01% New
Headlands Technologies LLC history Q2 2026 57.31K $3.35M 0.35% New
ALGERT GLOBAL LLC history Q2 2026 57.12K $3.34M 0.04% New
Prudential Financial history Q2 2026 53.28K $3.11M 0.00% Add
NOMURA HOLDINGS INC history Q2 2026 50.00K $2.92M 0.02% New
NEW YORK STATE TEACHERS RETIREMENT SYSTEM history Q2 2026 48.44K $2.83M 0.01% New
Fidelity International (FIL) history Q1 2024 36.56K $2.59M 0.00% Reduce
Illinois Municipal Retirement Fund history Q2 2026 44.24K $2.59M 0.03% New
Cinctive Capital Management LP history Q2 2026 43.87K $2.56M 0.10% New
NATIXIS history Q2 2026 42.85K $2.50M 0.01% New
HUSSMAN STRATEGIC ADVISORS, INC. history Q2 2026 42.00K $2.45M 0.57% New
ARK Invest history Q2 2022 8.53K $2.33M 0.01% Reduce
Engineers Gate Manager LP history Q2 2026 35.34K $2.07M 0.03% New
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT history Q2 2026 35.00K $2.05M 0.09% New
Baillie Gifford & Co history Q1 2025 125.90K $2.04M 0.00% Add
UBS Group AG history Q2 2026 33.90K $1.98M 0.00% Reduce
Arrowstreet Capital history Q3 2025 47.87K $1.77M 0.00% New
PRICE T ROWE ASSOCIATES INC /MD/ history Q2 2026 30.07K $1.76M 0.00% New
Mirae Asset Global Investments Co., Ltd. history Q2 2026 30.00K $1.75M 0.00% New
Covenant Asset Management, LLC history Q2 2026 28.00K $1.64M 0.41% New
AGF MANAGEMENT LTD history Q2 2026 850.00K $1.64M 0.01% New
Jupiter Topco LLC history Q2 2026 27.50K $1.61M 0.00% New
MERCER GLOBAL ADVISORS INC /ADV history Q2 2026 27.30K $1.60M 0.00% New
Marshall Wace history Q1 2026 30.60K $1.56M 0.00% Reduce
Concentric Capital Strategies, LP history Q2 2026 25.53K $1.49M 0.08% New
BANK HAPOALIM BM history Q2 2026 770.00K $1.48M 0.10% New
Aquatic Capital Management LLC history Q2 2026 25.28K $1.48M 0.05% New
Janus Henderson Group history Q1 2026 27.50K $1.40M 0.00% Hold
Creative Planning history Q2 2026 24.02K $1.40M 0.00% New
Louisiana State Employees Retirement System history Q2 2026 26.50K $1.35M 0.02% New
Mitsubishi UFJ Asset Management Co., Ltd. history Q2 2026 22.87K $1.34M 0.00% New
Manulife Financial history Q2 2026 22.75K $1.33M 0.00% Add
Kingsview Wealth Management, LLC history Q2 2026 22.47K $1.31M 0.02% New
ELEMENT POINTE ADVISORS, LLC history Q2 2026 22.08K $1.29M 0.21% New
CAPITAL FUND MANAGEMENT S.A. history Q2 2026 21.50K $1.26M 0.02% New
HRT FINANCIAL LP history Q2 2026 21.50K $1.26M 0.00% New
BlueCrest Capital Management Ltd history Q2 2026 21.10K $1.23M 0.06% New
BOOTHBAY FUND MANAGEMENT, LLC history Q2 2026 20.47K $1.20M 0.02% New
DUFF & PHELPS INVESTMENT MANAGEMENT CO history Q2 2026 20.14K $1.18M 0.01% New
New Age Alpha Advisors, LLC history Q2 2026 19.19K $1.12M 0.05% New
Altshuler Shaham Ltd history Q2 2026 19.17K $1.12M 0.01% New
Counterpoint Mutual Funds LLC history Q2 2026 18.44K $1.08M 0.11% New
Deutsche Bank AG history Q2 2026 18.04K $1.05M 0.00% Add
OSAIC HOLDINGS, INC. history Q2 2026 17.02K $994.75K 0.00% New
Accent Capital Management, LLC history Q2 2026 17.00K $993.77K 0.43% New
Arizona State Retirement System history Q2 2026 16.66K $973.43K 0.01% New
Bridgewater Associates history Q1 2026 18.82K $960.76K 0.00% Reduce
MIZUHO MARKETS AMERICAS LLC history Q2 2026 33.40K $934.83K 0.02% New
Jefferies Financial Group Inc. history Q2 2026 15.55K $908.74K 0.01% New
Centiva Capital, LP history Q2 2026 15.44K $902.25K 0.04% New
Exit Wealth Advisors, LLC. history Q2 2026 15.07K $880.46K 0.42% New
Caitong International Asset Management Co., Ltd history Q2 2026 14.71K $859.77K 0.12% New
AMALGAMATED BANK history Q2 2026 14.69K $858.00K 0.01% New
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS history Q2 2026 14.42K $842.82K 0.00% New
JANE STREET GROUP, LLC history Q2 2026 14.31K $836.10K 0.00% New
OREGON PUBLIC EMPLOYEES RETIREMENT FUND history Q2 2026 13.78K $805.07K 0.01% New
FIFTH THIRD BANCORP history Q2 2026 13.48K $787.92K 0.00% New
CAPTRUST FINANCIAL ADVISORS history Q2 2026 13.21K $772.05K 0.00% New
KLP KAPITALFORVALTNING AS history Q2 2026 13.20K $771.41K 0.00% New
ALPS ADVISORS INC history Q2 2026 12.65K $739.44K 0.00% New
CREDIT AGRICOLE S A history Q2 2026 12.41K $725.01K 0.00% New
CoreCommodity Management, LLC history Q2 2026 12.38K $723.72K 0.14% New
Polymer Capital Management (US) LLC history Q2 2026 12.32K $719.75K 0.10% New
LPL Financial LLC history Q2 2026 12.23K $714.72K 0.00% New
Marex Group Ltd history Q2 2026 12.21K $713.73K 0.01% New
Balyasny Asset Management history Q2 2026 12.20K $712.97K 0.00% Reduce
Coatue Management history Q1 2025 43.50K $703.83K 0.00% Hold
ESSEX INVESTMENT MANAGEMENT CO LLC history Q2 2026 12.03K $703.21K 0.09% New
BRIGHTON JONES LLC history Q2 2026 11.74K $685.97K 0.01% New
INTEGRITY ALLIANCE, LLC. history Q2 2026 11.19K $653.83K 0.02% New
LMR Partners LLP history Q2 2026 10.81K $631.68K 0.01% New
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. history Q2 2026 10.77K $630.26K 0.00% New
ALLIANCEBERNSTEIN L.P. history Q2 2026 12.02K $613.67K 0.00% New
Harvest Portfolios Group Inc. history Q2 2026 10.40K $607.78K 0.01% New
HSBC HOLDINGS PLC history Q2 2026 10.10K $593.23K 0.00% New
NATIXIS ADVISORS, LLC history Q2 2026 10.03K $585.00K 0.00% New
Advisors Preferred, LLC history Q2 2026 11.01K $576.49K 0.09% New
Ballentine Partners, LLC history Q2 2026 9.42K $550.74K 0.01% New
Abacus Wealth Partners, LLC history Q2 2026 9.42K $550.47K 0.06% New
Massar Capital Management, LP history Q2 2026 9.27K $541.74K 0.08% New
CAXTON ASSOCIATES LLP history Q2 2026 9.20K $537.59K 0.01% New
Pictet Asset Management Holding SA history Q2 2026 8.89K $519.76K 0.00% New
Maryland State Retirement & Pension System history Q2 2026 8.88K $519.18K 0.01% New
Cannell & Spears LLC history Q2 2026 8.79K $513.98K 0.01% New
Leonteq Securities AG history Q2 2026 8.73K $510.18K 0.04% New
Wellington Management Group history Q2 2026 8.33K $486.92K 0.00% Reduce
Graham Capital Management, L.P. history Q2 2026 8.12K $474.24K 0.02% New
National Pension Service of Korea history Q4 2023 5.03K $470.81K 0.00% Hold
Firsthand Capital Management, Inc. history Q2 2026 8.00K $467.52K 0.75% New
Soros Fund Management history Q4 2024 34.20K $465.12K 0.01% Reduce
Federation des caisses Desjardins du Quebec history Q2 2026 7.96K $465.08K 0.00% New
Dorsey & Whitney Trust CO LLC history Q2 2026 7.93K $463.31K 0.02% New
Brevan Howard Capital Management LP history Q2 2026 7.92K $462.73K 0.01% New
Optiver Holding B.V. history Q2 2026 7.75K $452.97K 0.00% New
Bayforest Capital Ltd history Q2 2026 7.68K $448.82K 0.41% New
CSS LLC/IL history Q2 2026 7.50K $438.30K 0.03% New
CDPQ (Caisse de Depot) history Q1 2022 1.36K $438.00K 0.00% Reduce
PEAK6 LLC history Q2 2026 7.20K $420.77K 0.01% New
PNC Financial Services history Q2 2026 7.19K $420.24K 0.00% Add
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC history Q2 2026 6.96K $407.04K 0.00% New
MILLENNIUM MANAGEMENT LLC history Q2 2026 6.00K $350.64K 0.00% New
INTECH INVESTMENT MANAGEMENT LLC history Q2 2026 5.51K $322.18K 0.00% New
GAMMA Investing LLC history Q2 2026 5.51K $322.12K 0.01% New
MILLER HOWARD INVESTMENTS INC /NY history Q2 2026 5.48K $320.08K 0.01% New
Jump Financial, LLC history Q2 2026 5.40K $315.63K 0.00% New
Alphadyne Asset Management LP history Q2 2026 5.20K $303.89K 0.01% New
CenterBook Partners LP history Q2 2026 5.01K $292.73K 0.01% New
ARDSLEY ADVISORY PARTNERS LP history Q2 2026 5.00K $292.20K 0.03% New
Baird Financial Group, Inc. history Q2 2026 4.91K $286.76K 0.00% New
Morgan Stanley history Q2 2026 150.00K $286.66K 0.00% Hold
Accredited Investors Inc. history Q2 2026 4.84K $282.85K 0.01% New
IFG Advisory, LLC history Q2 2026 4.81K $281.10K 0.01% New
Wells Fargo & Co history Q2 2026 145.00K $277.10K 0.00% Hold
GREAT VALLEY ADVISOR GROUP, INC. history Q2 2026 4.52K $263.92K 0.00% New
Pathstone Holdings, LLC history Q2 2026 4.51K $263.56K 0.00% New
FOUNDERS FINANCIAL SECURITIES LLC history Q2 2026 4.25K $248.37K 0.01% New
MIRABELLA FINANCIAL SERVICES LLP history Q2 2026 4.04K $236.21K 0.02% New
McGowan Group Asset Management, Inc. history Q2 2026 3.99K $233.29K 0.03% New
HARTLINE INVESTMENT CORP/ history Q2 2026 3.90K $227.92K 0.02% New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt history Q2 2026 3.83K $221.19K 0.00% New
Focus Partners Wealth history Q2 2026 3.77K $220.14K 0.00% New
Maverick Capital history Q3 2021 817 $217.00K 0.00% New
ELEVATION POINT WEALTH PARTNERS, LLC history Q2 2026 3.70K $216.40K 0.00% New
GLENMEDE TRUST CO NA history Q2 2026 3.68K $215.12K 0.00% New
Miller Global Investments, LLC history Q2 2026 3.57K $208.40K 0.17% New
BCS Private Wealth Management, Inc. history Q2 2026 3.55K $207.46K 0.06% New
AE Wealth Management LLC history Q2 2026 3.52K $205.53K 0.00% New
Lazard Asset Management history Q2 2026 9.91M $191.08K 0.00% Add
LAZARD ASSET MANAGEMENT LLC history Q2 2026 9.91M $191.08K 0.00% New
Ensign Peak Advisors, Inc history Q2 2026 3.19K $186.48K 0.00% New
Mitsubishi UFJ Trust & Banking Corp history Q2 2026 2.67K $156.21K 0.00% New
Parallax Volatility Advisers, L.P. history Q2 2026 2.60K $151.94K 0.00% New
Farther Finance Advisors, LLC history Q2 2026 2.57K $149.62K 0.00% New
Integrated Wealth Concepts LLC history Q2 2026 2.39K $139.73K 0.00% New
Daiwa Securities Group Inc. history Q2 2026 2.21K $129.44K 0.00% New
EFG International AG history Q2 2026 2.10K $122.72K 0.00% New
KBC Group NV history Q2 2026 2.00K $117.00K 0.00% New
Millstone Evans Group, LLC history Q2 2026 2.00K $116.88K 0.06% New
NISA INVESTMENT ADVISORS, LLC history Q2 2026 1.85K $108.11K 0.00% New
FOSTER DYKEMA CABOT & PARTNERS, LLC history Q2 2026 1.75K $102.39K 0.01% New
JONES FINANCIAL COMPANIES LLLP history Q2 2026 1.96K $101.53K 0.00% New
Generali Investments CEE, investicni spolecnost, a.s. history Q2 2026 1.69K $98.76K 0.01% New
Pinnacle Wealth Planning Services, Inc. history Q2 2026 1.55K $90.35K 0.01% New
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA history Q2 2026 1.40K $81.82K 0.00% New
BNP PARIBAS FINANCIAL MARKETS history Q2 2026 10 $58.44K 0.00% New
NATIONAL BANK OF CANADA /FI/ history Q2 2026 862 $50.39K 0.00% New
HANTZ FINANCIAL SERVICES, INC. history Q2 2026 755 $44.00K 0.00% New
BESSEMER GROUP INC history Q2 2026 733 $42.00K 0.00% New
Parallel Advisors, LLC history Q2 2026 686 $40.09K 0.00% New
Nykredit A/S history Q2 2026 615 $35.94K 0.00% New
LOS ANGELES CAPITAL MANAGEMENT LLC history Q2 2026 571 $33.37K 0.00% New
Eurizon Capital SGR S.p.A. history Q2 2026 576 $31.92K 0.00% New
Allworth Financial LP history Q2 2026 536 $31.32K 0.00% New
NOMURA ASSET MANAGEMENT CO LTD history Q2 2026 520 $30.39K 0.00% New
MV CAPITAL MANAGEMENT, INC. history Q2 2026 558 $28.49K 0.00% New
Compagnie Lombard Odier SCmA history Q2 2026 400 $23.38K 0.00% New
Oaktree Capital Management history Q2 2024 18.00K $16.50K 0.02% Reduce
BNP PARIBAS history Q2 2026 264 $15.43K 0.00% New
Costello Asset Management, INC history Q2 2026 200 $11.69K 0.00% New
Kentucky Trust Co history Q2 2026 175 $10.23K 0.01% New
KELLEHER FINANCIAL ADVISORS history Q2 2026 170 $9.94K 0.00% New
Financial Management Professionals, Inc. history Q2 2026 166 $9.70K 0.00% New
HARBOUR INVESTMENTS, INC. history Q2 2026 162 $9.47K 0.00% New
Atlantic Union Bankshares Corp history Q2 2026 150 $8.77K 0.00% New
Hurley Capital, LLC history Q2 2026 131 $7.66K 0.00% New
Larson Financial Group LLC history Q2 2026 125 $7.30K 0.00% New
MassMutual Private Wealth & Trust, FSB history Q2 2026 122 $7.13K 0.00% New
Blue Trust, Inc. history Q2 2026 108 $6.31K 0.00% New
Ameritas Advisory Services, LLC history Q2 2026 81 $4.73K 0.00% New
Kilter Group LLC history Q2 2026 65 $3.80K 0.00% New
GILL CAPITAL PARTNERS, LLC history Q2 2026 59 $3.45K 0.00% New
LOGAN CAPITAL MANAGEMENT INC history Q2 2026 59 $3.45K 0.00% New
Elequin Capital, LP history Q2 2026 56 $3.27K 0.00% New
Prestige Wealth Management Group LLC history Q2 2026 53 $3.10K 0.00% New
BROWN BROTHERS HARRIMAN & CO history Q2 2026 47 $2.75K 0.00% New
Avalon Trust Co history Q2 2026 45 $2.63K 0.00% New
EXCHANGE TRADED CONCEPTS, LLC history Q2 2026 43 $2.51K 0.00% New
Keating Financial Advisory Services, Inc. history Q2 2026 41 $2.40K 0.00% New
Investment Research & Advisory Group, Inc. history Q2 2026 38 $2.22K 0.00% New
Carolina Wealth Advisors, LLC history Q2 2026 32 $1.87K 0.00% New
ASSETMARK, INC history Q2 2026 31 $1.81K 0.00% New
T. Rowe Price Associates history Q2 2026 30.07K $1.76K 0.00% Add
FARMERS & MERCHANTS INVESTMENTS INC history Q2 2026 30 $1.75K 0.00% New
CoreCap Advisors, LLC history Q2 2026 30 $1.75K 0.00% New
Banque Transatlantique SA history Q2 2026 24 $1.40K 0.00% New
Bare Financial Services, Inc history Q2 2026 22 $1.29K 0.00% New
Essential Partners LLC history Q2 2026 21 $1.23K 0.00% New
Fortis Group Advisors, LLC history Q2 2026 20 $1.17K 0.00% New
Addison Advisors LLC history Q2 2026 20 $1.17K 0.00% New
CX Institutional history Q2 2026 10 $1.00K 0.00% New
Asset Dedication, LLC history Q2 2026 17 $994 0.00% New
Parkside Financial Bank & Trust history Q2 2026 16 $936 0.00% New
Plante Moran Financial Advisors, LLC history Q2 2026 16 $935 0.00% New
Ascentis Wealth Management, LLC history Q2 2026 876 $876 0.00% New
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO history Q2 2026 14 $818 0.00% New
IFP Advisors, Inc history Q2 2026 14 $818 0.00% New
Ankerstar Wealth, LLC history Q2 2026 10 $584 0.00% New
JFS WEALTH ADVISORS, LLC history Q2 2026 9 $526 0.00% New
GILPIN WEALTH MANAGEMENT, LLC history Q2 2026 9 $526 0.00% New
Blume Capital Management, Inc. history Q2 2026 5 $293 0.00% New
MCDONALD PARTNERS LLC history Q2 2026 5 $292 0.00% New
Clearstead Advisors, LLC history Q2 2026 4 $234 0.00% New
EVERMAY WEALTH MANAGEMENT LLC history Q2 2026 3 $176 0.00% New
Abound Wealth Management history Q2 2026 3 $176 0.00% New
Davis Capital Management history Q2 2026 3 $175 0.00% New
Global Retirement Partners, LLC history Q2 2026 2 $117 0.00% New
Center for Financial Planning, Inc. history Q2 2026 2 $117 0.00% New
Dunhill Financial, LLC history Q2 2026 1 $101 0.00% New
HUNTINGTON NATIONAL BANK history Q2 2026 1 $58 0.00% New
Aspect Partners, LLC history Q2 2026 1 $58 0.00% New

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