| 10 Feb 2026, 19:39:25 UTC |
13F-HR |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2025 Q4
|
181
|
$340,611,564
|
| 10 Feb 2026, 19:39:03 UTC |
13F-HR |
Wharton Business Group, LLC |
2025 Q4
|
141
|
$2,630,068,221
|
| 10 Feb 2026, 19:38:45 UTC |
13F-HR |
PATRON PARTNERS, LLC |
2025 Q4
|
178
|
$224,501,156
|
| 10 Feb 2026, 19:38:30 UTC |
13F-HR |
OneAscent Wealth Management LLC |
2025 Q4
|
170
|
$300,437,502
|
| 10 Feb 2026, 19:38:09 UTC |
13F-HR |
OneAscent Investment Solutions LLC |
2025 Q4
|
121
|
$94,395,792
|
| 10 Feb 2026, 19:37:47 UTC |
13F-HR |
OneAscent Financial Services LLC |
2025 Q4
|
454
|
$1,082,015,566
|
| 10 Feb 2026, 19:37:19 UTC |
13F-HR |
OneAscent Family Office, LLC |
2025 Q4
|
180
|
$147,524,861
|
| 10 Feb 2026, 19:36:50 UTC |
13F-HR |
Francis Financial, Inc. |
2025 Q4
|
108
|
$510,868,699
|
| 10 Feb 2026, 19:34:54 UTC |
13F-HR |
Ipsen Advisor Group LLC |
2025 Q4
|
102
|
$140,734,342
|
| 10 Feb 2026, 19:34:02 UTC |
13F-HR |
CURTIS WEALTH MANAGEMENT LLC |
2025 Q4
|
52
|
$113,592,032
|
| 10 Feb 2026, 19:33:59 UTC |
13F-HR |
Viewpoint Capital Management LLC |
2025 Q4
|
134
|
$230,858,244
|
| 10 Feb 2026, 19:34:28 UTC |
13F-HR |
FORMULATE FINANCIAL LLC |
2025 Q4
|
29
|
$85,307,557
|
| 10 Feb 2026, 19:33:33 UTC |
13F-HR |
WEALTHGARDEN F.S. LLC |
2025 Q4
|
159
|
$151,102,853
|
| 10 Feb 2026, 19:33:05 UTC |
13F-HR |
Resolute Advisors LLC |
2025 Q4
|
73
|
$306,652,099
|
| 10 Feb 2026, 19:32:46 UTC |
13F-HR |
Shared Vision Wealth Group LLC |
2025 Q4
|
99
|
$246,994,545
|
| 10 Feb 2026, 19:32:08 UTC |
13F-HR |
BCK CAPITAL MANAGEMENT LP |
2025 Q4
|
6
|
$17,962,426
|
| 10 Feb 2026, 19:31:48 UTC |
13F-HR |
NUANCE INVESTMENTS, LLC |
2025 Q4
|
45
|
$907,565,960
|
| 10 Feb 2026, 19:31:25 UTC |
13F-HR |
Taylor Hoffman Capital Management LLC |
2025 Q4
|
117
|
$329,221,971
|
| 10 Feb 2026, 19:30:50 UTC |
13F-HR |
Hapanowicz & Associates Financial Services, Inc |
2025 Q4
|
34
|
$255,190,179
|
| 10 Feb 2026, 19:30:29 UTC |
13F-HR |
EULAV Asset Management |
2025 Q4
|
145
|
$3,749,042,331
|
| 10 Feb 2026, 19:29:58 UTC |
13F-HR |
Arsenal Capital Advisors LLC |
2025 Q4
|
98
|
$141,478,523
|
| 10 Feb 2026, 19:29:32 UTC |
13F-HR |
FLC Capital Advisors |
2025 Q4
|
209
|
$541,701,242
|
| 10 Feb 2026, 19:29:01 UTC |
13F-HR |
FLAGSHIP WEALTH ADVISORS, LLC |
2025 Q4
|
389
|
$343,879,777
|
| 10 Feb 2026, 19:28:26 UTC |
13F-HR |
Petersen Hastings Wealth Advisors Inc. |
2025 Q4
|
76
|
$1,041,269,883
|
| 10 Feb 2026, 19:17:03 UTC |
13F-HR |
Alta Fundamental Advisers LLC |
2025 Q4
|
21
|
$213,451,191
|
| 10 Feb 2026, 19:16:07 UTC |
13F-HR |
Parallel Advisors, LLC |
2025 Q4
|
3,580
|
$5,455,792,077
|
| 10 Feb 2026, 19:15:04 UTC |
13F-HR |
Explore Capital Management, LLC |
2025 Q4
|
14
|
$120,613,747
|
| 10 Feb 2026, 19:14:34 UTC |
13F-HR |
LTG Capital LLC |
2025 Q4
|
25
|
$128,310,593
|
| 10 Feb 2026, 19:13:17 UTC |
13F-HR |
TruNorth Capital Management, LLC |
2025 Q4
|
118
|
$526,877,123
|
| 10 Feb 2026, 19:12:10 UTC |
13F-HR/A |
Explore Capital Management, LLC |
2025 Q3 - Restatement
|
15
|
$161,702,538
|
| 10 Feb 2026, 19:11:26 UTC |
13F-HR |
Etesian Wealth Advisors, Inc. |
2025 Q4
|
134
|
$318,930,576
|
| 10 Feb 2026, 19:10:17 UTC |
13F-HR |
Victrix Investment Advisors |
2025 Q4
|
104
|
$258,216,094
|
| 10 Feb 2026, 19:09:53 UTC |
13F-HR/A |
Explore Capital Management, LLC |
2025 Q2 - Restatement
|
17
|
$141,441,395
|
| 10 Feb 2026, 19:08:15 UTC |
13F-HR |
Straight Path Wealth Management |
2025 Q4
|
129
|
$370,876,510
|
| 10 Feb 2026, 19:06:50 UTC |
13F-HR |
Randolph Co Inc |
2025 Q4
|
41
|
$1,042,882,740
|
| 10 Feb 2026, 19:05:26 UTC |
13F-HR |
Total Wealth Planning & Management, Inc. |
2025 Q4
|
186
|
$125,990,697
|
| 10 Feb 2026, 19:03:28 UTC |
13F-HR |
Lifestyle Asset Management, Inc. |
2025 Q4
|
138
|
$307,394,396
|
| 10 Feb 2026, 19:02:27 UTC |
13F-HR |
Prestige Wealth Management Group LLC |
2025 Q4
|
1,009
|
$524,097,988
|
| 10 Feb 2026, 18:53:18 UTC |
13F-HR |
Spectrum Wealth Advisory Group, LLC |
2025 Q4
|
57
|
$272,039,862
|
| 10 Feb 2026, 18:48:41 UTC |
13F-HR |
Denver PWM, LLC |
2025 Q4
|
76
|
$297,799,265
|
| 10 Feb 2026, 18:46:35 UTC |
13F-HR |
BBR PARTNERS, LLC |
2025 Q4
|
267
|
$1,863,661,304
|
| 10 Feb 2026, 18:45:37 UTC |
13F-HR |
HORIZON BANCORP INC /IN/ |
2025 Q4
|
189
|
$205,422,000
|
| 10 Feb 2026, 18:42:40 UTC |
13F-HR |
J.H. Whitney Equity Partners VII, LLC |
2025 Q4
|
1
|
$296,102,595
|
| 10 Feb 2026, 18:26:14 UTC |
13F-HR |
Magellan Asset Management Ltd |
2025 Q4
|
80
|
$8,226,592,467
|
| 10 Feb 2026, 18:22:08 UTC |
13F-HR |
Regency Capital Management Inc.\DE |
2025 Q4
|
62
|
$240,393,367
|
| 10 Feb 2026, 18:09:05 UTC |
13F-HR |
Comprehensive Wealth Management, LLC |
2025 Q4
|
40
|
$169,516,461
|
| 10 Feb 2026, 18:04:04 UTC |
13F-HR |
Continuum Advisory, LLC |
2025 Q4
|
456
|
$998,635,098
|
| 10 Feb 2026, 18:02:55 UTC |
13F-HR |
GLOBEFLEX CAPITAL L P |
2025 Q4
|
400
|
$653,276,669
|
| 10 Feb 2026, 17:58:56 UTC |
13F-HR |
SFI Advisors, LLC |
2025 Q4
|
66
|
$155,981,321
|
| 10 Feb 2026, 17:51:17 UTC |
13F-HR |
Pelham Capital Ltd. |
2025 Q4
|
11
|
$187,922,348
|
| 10 Feb 2026, 17:49:43 UTC |
13F-HR |
Daiwa Securities Group Inc. |
2025 Q4
|
1,332
|
$30,789,967,000
|
| 10 Feb 2026, 17:48:14 UTC |
13F-HR |
Ted Buchan & Co |
2025 Q4
|
88
|
$272,428,377
|
| 10 Feb 2026, 17:41:25 UTC |
13F-HR |
Clarity Capital Advisors, LLC |
2025 Q4
|
95
|
$200,015,939
|
| 10 Feb 2026, 17:40:39 UTC |
13F-HR |
SITTNER & NELSON, LLC |
2025 Q4
|
531
|
$282,129,930
|
| 10 Feb 2026, 17:39:18 UTC |
13F-HR |
ALLIANZ INVESTMENT MANAGEMENT LLC |
2025 Q4
|
29
|
$159,825,317
|
| 10 Feb 2026, 17:37:46 UTC |
13F-HR |
Guidance Point Advisors, LLC |
2025 Q4
|
95
|
$431,358,299
|
| 10 Feb 2026, 17:37:31 UTC |
13F-HR |
VERUS CAPITAL PARTNERS, LLC |
2025 Q4
|
483
|
$1,595,917,850
|
| 10 Feb 2026, 17:36:12 UTC |
13F-HR |
Platform Wealth Management, LLC |
2025 Q4
|
60
|
$375,870,779
|
| 10 Feb 2026, 17:35:30 UTC |
13F-HR |
MCRAE CAPITAL MANAGEMENT INC |
2025 Q4
|
103
|
$489,881,797
|
| 10 Feb 2026, 17:33:47 UTC |
13F-HR |
AVALON CAPITAL MANAGEMENT |
2025 Q4
|
139
|
$418,009,355
|
| 10 Feb 2026, 17:33:18 UTC |
13F-HR |
State of Wyoming |
2025 Q4
|
1,780
|
$912,995,491
|
| 10 Feb 2026, 17:32:53 UTC |
13F-HR |
Harold Davidson & Associates Inc. |
2025 Q4
|
66
|
$226,006,631
|
| 10 Feb 2026, 17:32:38 UTC |
13F-HR |
Crescent Grove Advisors, LLC |
2025 Q4
|
296
|
$1,051,683,250
|
| 10 Feb 2026, 17:30:00 UTC |
13F-HR |
Patriot Financial Partners GP II, L.P. |
2025 Q4
|
11
|
$320,743,618
|
| 10 Feb 2026, 17:28:43 UTC |
13F-HR |
ShoreHaven Wealth Partners, LLC |
2025 Q4
|
104
|
$278,410,634
|
| 10 Feb 2026, 17:28:41 UTC |
13F-HR |
Elgethun Capital Management |
2025 Q4
|
164
|
$578,908,490
|
| 10 Feb 2026, 17:28:19 UTC |
13F-HR |
WCG Wealth Advisors LLC |
2025 Q4
|
503
|
$3,568,087,512
|
| 10 Feb 2026, 17:27:13 UTC |
13F-HR |
Goldstein Advisors, LLC |
2025 Q4
|
225
|
$877,711,275
|
| 10 Feb 2026, 17:26:40 UTC |
13F-HR |
JACKSON HILL ADVISORS, LLC |
2025 Q4
|
12
|
$215,563,748
|
| 10 Feb 2026, 17:24:21 UTC |
13F-HR |
Nvest Financial, LLC |
2025 Q4
|
127
|
$240,552,024
|
| 10 Feb 2026, 17:23:43 UTC |
13F-HR |
Avestar Capital, LLC |
2025 Q4
|
425
|
$1,454,963,499
|
| 10 Feb 2026, 17:22:30 UTC |
13F-HR |
GKV Capital Management Co., Inc. |
2025 Q4
|
88
|
$267,157,702
|
| 10 Feb 2026, 17:21:44 UTC |
13F-HR |
Johnson Financial Group, LLC |
2025 Q4
|
120
|
$1,615,759,038
|
| 10 Feb 2026, 17:21:09 UTC |
13F-HR |
Shepherd Street Advisors LLC |
2025 Q4
|
88
|
$104,248,441
|
| 10 Feb 2026, 17:20:37 UTC |
13F-HR |
Syntegra Private Wealth Group, LLC |
2025 Q4
|
191
|
$1,088,944,224
|
| 10 Feb 2026, 17:17:45 UTC |
13F-HR |
REINHART PARTNERS, LLC. |
2025 Q4
|
74
|
$3,338,807,724
|
| 10 Feb 2026, 17:17:29 UTC |
13F-HR |
Phillips Wealth Planners LLC |
2025 Q4
|
188
|
$124,633,190
|
| 10 Feb 2026, 17:15:10 UTC |
13F-HR |
ANCHOR CAPITAL ADVISORS LLC |
2025 Q4
|
251
|
$3,451,024,770
|
| 10 Feb 2026, 17:13:18 UTC |
13F-HR |
CIBC Asset Management Inc |
2025 Q4
|
1,366
|
$41,424,577,236
|
| 10 Feb 2026, 17:11:51 UTC |
13F-HR |
Marble Wealth, LLC |
2025 Q4
|
272
|
$720,015,570
|
| 10 Feb 2026, 17:10:49 UTC |
13F-HR |
Cravens & Co Advisors, LLC |
2025 Q4
|
63
|
$152,696,089
|
| 10 Feb 2026, 17:09:53 UTC |
13F-HR |
MCCARTER PRIVATE WEALTH SERVICES LLC |
2025 Q4
|
154
|
$222,492,649
|
| 10 Feb 2026, 17:08:52 UTC |
13F-HR |
Spectrum Planning & Advisory Services Inc. |
2025 Q4
|
113
|
$194,405,951
|
| 10 Feb 2026, 17:08:31 UTC |
13F-HR/A |
MJT & Associates Financial Advisory Group, Inc. |
2025 Q4 - Restatement
|
446
|
$133,989,739
|
| 10 Feb 2026, 17:08:05 UTC |
13F-HR |
M.D. Sass, LLC |
2025 Q4
|
35
|
$1,268,766,988
|
| 10 Feb 2026, 17:07:36 UTC |
13F-HR |
TSG Consumer Partners LP |
2025 Q4
|
1
|
$139,572,172
|
| 10 Feb 2026, 17:06:13 UTC |
13F-HR |
DOVER ADVISORS, LLC |
2025 Q4
|
165
|
$258,122,836
|
| 10 Feb 2026, 17:05:43 UTC |
13F-HR |
Wrenne Financial Planning LLC |
2025 Q4
|
51
|
$245,822,672
|
| 10 Feb 2026, 17:03:54 UTC |
13F-HR |
MJT & Associates Financial Advisory Group, Inc. |
2025 Q4
|
446
|
$133,989,739
|
| 10 Feb 2026, 17:03:45 UTC |
13F-HR |
AmeriServ Wealth Advisors |
2025 Q4
|
59
|
$172,017,886
|
| 10 Feb 2026, 17:03:39 UTC |
13F-HR |
Arcadia Wealth Management, Inc. |
2025 Q4
|
56
|
$174,360,503
|
| 10 Feb 2026, 17:01:29 UTC |
13F-HR |
BlackDiamond Wealth Management, LLC |
2025 Q4
|
200
|
$204,915,289
|
| 10 Feb 2026, 17:00:13 UTC |
13F-HR |
WESTPAC BANKING CORP |
2025 Q4
|
456
|
$1,583,116,535
|
| 10 Feb 2026, 16:59:20 UTC |
13F-HR |
Capital Innovations LLC |
2025 Q4
|
51
|
$351,192,288
|
| 10 Feb 2026, 16:59:18 UTC |
13F-HR |
Rice Partnership, LLC |
2025 Q4
|
175
|
$739,635,016
|
| 10 Feb 2026, 16:53:25 UTC |
13F-HR |
Kesler, Norman & Wride, LLC |
2025 Q4
|
236
|
$583,370,166
|
| 10 Feb 2026, 16:53:22 UTC |
13F-HR |
TD ASSET MANAGEMENT INC |
2025 Q4
|
1,232
|
$124,298,903,924
|
| 10 Feb 2026, 16:52:46 UTC |
13F-HR |
Keewaydin Investments LLC |
2025 Q4
|
16
|
$375,837,487
|
| 10 Feb 2026, 16:52:42 UTC |
13F-HR |
CIBC WORLD MARKET INC. |
2025 Q4
|
1,348
|
$55,883,580,208
|
| 10 Feb 2026, 16:50:14 UTC |
13F-HR |
Intellectus Partners, LLC |
2025 Q4
|
284
|
$517,317,531
|