| 03 Feb 2026, 13:15:53 UTC |
13F-HR |
CGC Financial Services, LLC |
2025 Q4
|
340
|
$373,752,439
|
| 03 Feb 2026, 16:43:12 UTC |
13F-HR |
LJI Wealth Management, LLC |
2025 Q4
|
188
|
$654,662,246
|
| 03 Feb 2026, 15:12:16 UTC |
13F-HR |
CHANNEL WEALTH LLC |
2025 Q4
|
172
|
$395,009,420
|
| 03 Feb 2026, 15:20:48 UTC |
13F-HR |
Buck Wealth Strategies, LLC |
2025 Q4
|
172
|
$787,888,608
|
| 03 Feb 2026, 16:39:18 UTC |
13F-HR |
BURR FINANCIAL SERVICES, LLC |
2025 Q4
|
26
|
$133,672,822
|
| 03 Feb 2026, 10:21:15 UTC |
13F-HR |
Parker Financial LLC |
2025 Q4
|
34
|
$246,560,291
|
| 03 Feb 2026, 10:49:13 UTC |
13F-HR |
Marmo Financial Group, LLC |
2025 Q4
|
38
|
$211,280,079
|
| 03 Feb 2026, 17:16:59 UTC |
13F-HR |
Arcadia Wealth Management, LLC |
2025 Q4
|
63
|
$268,781,381
|
| 03 Feb 2026, 10:23:40 UTC |
13F-HR |
Allegiance Financial Group Advisory Services LLC |
2025 Q4
|
177
|
$475,757,226
|
| 03 Feb 2026, 12:35:30 UTC |
13F-HR |
Redwood Wealth Management Group, LLC |
2025 Q4
|
187
|
$239,053,137
|
| 03 Feb 2026, 11:31:54 UTC |
13F-HR |
Cassaday & Co Wealth Management LLC |
2025 Q4
|
351
|
$4,745,514,496
|
| 02 Feb 2026, 17:47:51 UTC |
13F-HR |
Nordwand Advisors, LLC |
2025 Q4
|
146
|
$572,326,228
|
| 02 Feb 2026, 18:14:12 UTC |
13F-HR |
Gallacher Capital Management LLC |
2025 Q4
|
293
|
$258,672,754
|
| 02 Feb 2026, 20:26:13 UTC |
13F-HR |
Cresta Advisors, Ltd. |
2025 Q4
|
167
|
$238,513,140
|
| 03 Feb 2026, 12:12:58 UTC |
13F-HR |
Coston, McIsaac & Partners |
2025 Q4
|
817
|
$430,785,000
|
| 03 Feb 2026, 10:08:41 UTC |
13F-HR |
Plan Group Financial, LLC |
2025 Q4
|
202
|
$385,291,408
|
| 03 Feb 2026, 10:22:52 UTC |
13F-HR |
AMARA FINANCIAL, LLC. |
2025 Q4
|
46
|
$144,387,175
|
| 03 Feb 2026, 13:19:01 UTC |
13F-HR |
Strengthening Families & Communities, LLC |
2025 Q4
|
401
|
$280,603,318
|
| 06 Feb 2026, 10:36:16 UTC |
13F-HR |
KENNEDY INVESTMENT GROUP |
2025 Q4
|
140
|
$265,091,799
|
| 03 Feb 2026, 11:54:20 UTC |
13F-HR |
ASR Vermogensbeheer N.V. |
2025 Q4
|
526
|
$8,599,053,019
|
| 02 Feb 2026, 21:33:22 UTC |
13F-HR |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q4
|
42
|
$389,639,349
|
| 03 Feb 2026, 13:19:12 UTC |
13F-HR |
Virtus Family Office LLC |
2025 Q4
|
64
|
$116,018,041
|
| 03 Feb 2026, 12:06:37 UTC |
13F-HR |
Vantage Financial Partners, LLC |
2025 Q4
|
212
|
$492,558,811
|
| 02 Feb 2026, 17:50:43 UTC |
13F-HR |
PRIMORIS WEALTH ADVISORS, LLC |
2025 Q4
|
111
|
$167,155,422
|
| 03 Feb 2026, 10:15:34 UTC |
13F-HR |
Enhancing Capital LLC |
2025 Q4
|
89
|
$139,799,090
|
| 03 Feb 2026, 10:21:55 UTC |
13F-HR |
SFG Wealth Management, LLC. |
2025 Q4
|
130
|
$254,532,550
|
| 03 Feb 2026, 14:01:35 UTC |
13F-HR |
Silver Oak Advisory Group, Inc. |
2025 Q4
|
75
|
$221,176,000
|
| 03 Feb 2026, 17:10:31 UTC |
13F-HR |
Stiles Financial Services Inc |
2025 Q4
|
172
|
$324,828,616
|
| 02 Feb 2026, 20:27:55 UTC |
13F-HR |
Highlander Partners, L.P. |
2025 Q4
|
66
|
$278,685,474
|
| 03 Feb 2026, 17:01:50 UTC |
13F-HR |
Washington Trust Advisors, Inc. |
2025 Q4
|
585
|
$1,308,809,895
|
| 03 Feb 2026, 08:53:05 UTC |
13F-HR |
Maytree Asset Management Ltd |
2025 Q4
|
17
|
$134,874,191
|
| 03 Feb 2026, 10:21:36 UTC |
13F-HR |
Dean, Jacobson Financial Services, LLC |
2025 Q4
|
18
|
$157,618,374
|
| 02 Feb 2026, 17:41:47 UTC |
13F-HR |
Heartland Bank & Trust Co |
2025 Q4
|
155
|
$236,234,413
|
| 03 Feb 2026, 17:00:18 UTC |
13F-HR |
Equity L.L.C. PSG |
2025 Q4
|
1
|
$1,034,975,289
|
| 03 Feb 2026, 17:12:37 UTC |
13F-HR |
NewEdge Wealth, LLC |
2025 Q4
|
1,179
|
$8,849,872,913
|
| 02 Feb 2026, 20:59:07 UTC |
13F-HR |
SBI Securities Co., Ltd. |
2025 Q4
|
4,013
|
$3,889,854,530
|
| 03 Feb 2026, 15:25:21 UTC |
13F-HR |
Weitzel Financial Services, Inc. |
2025 Q4
|
47
|
$258,400,412
|
| 03 Feb 2026, 14:59:35 UTC |
13F-HR |
Orion Capital Management LLC |
2025 Q4
|
486
|
$296,323,687
|
| 03 Feb 2026, 11:10:48 UTC |
13F-HR |
SummerHaven Investment Management, LLC |
2025 Q4
|
194
|
$176,198,488
|
| 03 Feb 2026, 11:03:42 UTC |
13F-HR |
OAK FAMILY ADVISORS, LLC |
2025 Q4
|
101
|
$326,422,829
|
| 02 Feb 2026, 21:29:01 UTC |
13F-HR |
Privium Fund Management (UK) Ltd |
2025 Q4
|
7
|
$133,881,751
|
| 02 Feb 2026, 18:51:43 UTC |
13F-HR |
Destiny Wealth Partners, LLC |
2025 Q4
|
211
|
$871,104,296
|
| 02 Feb 2026, 17:49:34 UTC |
13F-HR |
Alta Wealth Advisors LLC |
2025 Q4
|
164
|
$299,148,821
|
| 02 Feb 2026, 18:33:37 UTC |
13F-HR |
McCarthy Asset Management, Inc. |
2025 Q4
|
27
|
$191,558,661
|
| 02 Feb 2026, 17:42:11 UTC |
13F-HR |
MMA ASSET MANAGEMENT LLC |
2025 Q4
|
182
|
$280,538,399
|
| 02 Feb 2026, 17:46:54 UTC |
13F-HR |
Falcon Wealth Planning |
2025 Q4
|
216
|
$1,187,336,405
|
| 03 Feb 2026, 13:45:54 UTC |
13F-HR |
Maxi Investments CY Ltd |
2025 Q4
|
115
|
$549,956,000
|
| 03 Feb 2026, 17:20:04 UTC |
13F-HR |
EWA, LLC |
2025 Q4
|
271
|
$409,591,227
|
| 03 Feb 2026, 16:55:15 UTC |
13F-HR |
F/m Investments LLC |
2025 Q4
|
430
|
$2,631,029,018
|
| 03 Feb 2026, 12:18:38 UTC |
13F-HR |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
2,201
|
$1,430,590,074
|
| 03 Feb 2026, 17:09:26 UTC |
13F-HR |
Triton Financial Group Inc |
2025 Q4
|
85
|
$150,992,180
|
| 03 Feb 2026, 10:37:01 UTC |
13F-HR |
Sowa Financial Group, Inc. |
2025 Q4
|
30
|
$192,007,000
|
| 03 Feb 2026, 13:28:51 UTC |
13F-HR |
Juniper Hill Capital Management LP |
2025 Q4
|
4
|
$418,749,633
|
| 03 Feb 2026, 09:24:49 UTC |
13F-HR |
BALLAST ADVISORS LLC |
2025 Q4
|
175
|
$362,508,589
|
| 03 Feb 2026, 16:29:46 UTC |
13F-HR |
University of Massachusetts Foundation, Inc. |
2025 Q4
|
0
|
$0
|
| 03 Feb 2026, 15:37:20 UTC |
13F-HR |
Indie Asset Partners, LLC |
2025 Q4
|
81
|
$89,694,788
|
| 03 Feb 2026, 17:19:19 UTC |
13F-HR |
Apeiron RIA LLC |
2025 Q4
|
207
|
$492,877,655
|
| 03 Feb 2026, 14:35:22 UTC |
13F-HR |
Sound Financial Strategies Group, LLC |
2025 Q4
|
109
|
$141,619,766
|
| 02 Feb 2026, 17:55:41 UTC |
13F-HR |
Birch Capital Management, LLC |
2025 Q4
|
77
|
$200,485,915
|
| 03 Feb 2026, 11:08:46 UTC |
13F-HR |
Detalus Advisors, LLC |
2025 Q4
|
170
|
$410,279,377
|
| 02 Feb 2026, 21:16:09 UTC |
13F-HR |
Privium Fund Management B.V. |
2025 Q4
|
57
|
$543,130,707
|
| 29 Jan 2026, 11:09:16 UTC |
13F-HR |
Hegarty Advisors, LLC |
2025 Q4
|
55
|
$115,199,831
|
| 29 Jan 2026, 12:54:00 UTC |
13F-HR |
J. Team Financial, Inc. |
2025 Q3
|
84
|
$98,574,171
|
| 29 Jan 2026, 12:39:11 UTC |
13F-HR |
J. Team Financial, Inc. |
2025 Q4
|
87
|
$100,070,223
|
| 29 Jan 2026, 16:50:44 UTC |
13F-HR |
Eagle Wealth Advisors LLC |
2025 Q4
|
91
|
$117,308,921
|
| 29 Jan 2026, 15:56:29 UTC |
13F-HR |
ANCHYRA PARTNERS LLC |
2025 Q4
|
259
|
$326,044,743
|
| 29 Jan 2026, 14:08:16 UTC |
13F-HR |
Finhabits Advisors LLC |
2025 Q4
|
15
|
$106,552,458
|
| 29 Jan 2026, 09:04:09 UTC |
13F-HR |
Approach Retirement Advisors, LLC |
2025 Q4
|
78
|
$116,078,812
|
| 29 Jan 2026, 12:37:32 UTC |
13F-HR |
High Point Wealth Management, LLC |
2025 Q4
|
247
|
$106,514,314
|
| 28 Jan 2026, 19:39:04 UTC |
13F-HR |
Directional Asset Management |
2025 Q4
|
93
|
$114,033,910
|
| 29 Jan 2026, 14:53:32 UTC |
13F-HR |
Cornerstone National Bank & Trust Co |
2025 Q4
|
199
|
$250,701,124
|
| 29 Jan 2026, 09:35:04 UTC |
13F-HR |
Coquina Private Wealth LLC |
2025 Q4
|
90
|
$124,761,657
|
| 29 Jan 2026, 17:29:29 UTC |
13F-HR |
Children's Medical Center Corp |
2025 Q4
|
1
|
$88,734,205
|
| 29 Jan 2026, 10:18:53 UTC |
13F-HR |
Munich Reinsurance Co Stock Corp in Munich |
2025 Q4
|
200
|
$4,112,708,511
|
| 02 Feb 2026, 17:44:10 UTC |
13F-HR |
Tranquility Partners, LLC |
2025 Q4
|
227
|
$277,605,981
|
| 29 Jan 2026, 11:36:45 UTC |
13F-HR |
Brindle & Bay Financial Advisors, LLC |
2025 Q4
|
68
|
$150,245,676
|
| 29 Jan 2026, 13:20:03 UTC |
13F-HR |
Traub Capital Management LLC |
2025 Q4
|
135
|
$103,962,112
|
| 28 Jan 2026, 21:42:16 UTC |
13F-HR |
Cherokee Insurance Co |
2025 Q4
|
121
|
$246,688,391
|
| 28 Jan 2026, 21:25:46 UTC |
13F-HR |
Golden Reserve Retirement LLC |
2025 Q4
|
130
|
$541,595,298
|
| 29 Jan 2026, 16:37:11 UTC |
13F-HR |
Aspen Capital Management, LLC |
2025 Q4
|
80
|
$403,791,254
|
| 03 Feb 2026, 16:30:10 UTC |
13F-HR |
Ethic Inc. |
2025 Q4
|
1,210
|
$6,502,798,624
|
| 29 Jan 2026, 14:47:39 UTC |
13F-HR |
Elevated Financial Group LLC |
2025 Q4
|
127
|
$289,081,494
|
| 29 Jan 2026, 16:37:32 UTC |
13F-HR |
SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q4
|
36
|
$155,049,440
|
| 29 Jan 2026, 16:57:44 UTC |
13F-HR |
SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2025 Q4
|
217
|
$641,624,887
|
| 28 Jan 2026, 20:47:20 UTC |
13F-HR |
Wise Wealth Partners |
2025 Q4
|
50
|
$69,671,494
|
| 29 Jan 2026, 12:19:19 UTC |
13F-HR |
Spurstone Advisory Services, LLC |
2025 Q4
|
97
|
$6,357,771
|
| 28 Jan 2026, 18:28:39 UTC |
13F-HR |
Prepared Retirement Institute LLC |
2025 Q4
|
80
|
$198,707,440
|
| 29 Jan 2026, 09:12:11 UTC |
13F-HR |
Infond d.o.o. Sava |
2025 Q4
|
222
|
$740,633,782
|
| 29 Jan 2026, 09:20:21 UTC |
13F-HR |
Riverbend Wealth Management, LLC |
2025 Q4
|
148
|
$158,788,214
|
| 29 Jan 2026, 09:55:59 UTC |
13F-HR |
Integras Partners LLC |
2025 Q4
|
65
|
$123,780,644
|
| 29 Jan 2026, 12:51:07 UTC |
13F-HR |
ArborFi Advisors, LLC |
2025 Q4
|
49
|
$123,199,412
|
| 28 Jan 2026, 21:47:55 UTC |
13F-HR |
Bravias Capital Group, LLC |
2025 Q4
|
108
|
$165,382,105
|
| 29 Jan 2026, 10:05:38 UTC |
13F-HR |
Alexis Investment Partners, LLC |
2025 Q4
|
97
|
$268,644,712
|
| 29 Jan 2026, 15:20:30 UTC |
13F-HR |
Atlas Legacy Advisors, LLC |
2025 Q4
|
183
|
$569,648,094
|
| 29 Jan 2026, 11:45:31 UTC |
13F-HR |
Financial Life Planners |
2025 Q4
|
61
|
$139,306,098
|
| 29 Jan 2026, 10:24:58 UTC |
13F-HR |
Strategent Financial, LLC |
2025 Q4
|
40
|
$158,008,369
|
| 28 Jan 2026, 21:45:48 UTC |
13F-HR |
Virtus Wealth Solutions LLC |
2025 Q4
|
52
|
$526,770,322
|
| 02 Feb 2026, 17:38:36 UTC |
13F-HR |
American Financial Advisors, LLC |
2025 Q4
|
160
|
$774,711,101
|
| 03 Feb 2026, 09:43:48 UTC |
13F-HR |
Palmer Knight Co |
2025 Q4
|
32
|
$190,536,998
|
| 29 Jan 2026, 16:39:45 UTC |
13F-HR |
Hingham Institution for Savings |
2025 Q4
|
11
|
$121,945,294
|