| 03 Feb 2026, 14:47:56 UTC |
13F-HR |
HEFFERNAN ADVISORY, INC |
2025 Q4
|
27
|
$104,460,151
|
| 03 Feb 2026, 14:48:16 UTC |
13F-HR |
Rezny Wealth Management, Inc. |
2025 Q4
|
38
|
$496,077,951
|
| 03 Feb 2026, 10:22:26 UTC |
13F-HR |
Richard Bernstein Advisors LLC |
2025 Q4
|
174
|
$3,403,629,454
|
| 03 Feb 2026, 15:14:31 UTC |
13F-HR |
Kessler Investment Group, LLC |
2025 Q4
|
86
|
$237,377,218
|
| 29 Jan 2026, 14:04:32 UTC |
13F-HR |
St. Johns Investment Management Company, LLC |
2025 Q4
|
191
|
$239,774,341
|
| 29 Jan 2026, 12:38:04 UTC |
13F-HR |
Abacus FCF Advisors LLC |
2025 Q4
|
61
|
$765,569,788
|
| 03 Feb 2026, 12:00:03 UTC |
13F-HR |
Western Standard LLC |
2025 Q4
|
25
|
$216,789,481
|
| 28 Jan 2026, 18:11:48 UTC |
13F-HR |
Riggs Asset Managment Co. Inc. |
2025 Q4
|
128
|
$495,820,283
|
| 29 Jan 2026, 16:34:52 UTC |
13F-HR |
MANAGED ASSET PORTFOLIOS, LLC |
2025 Q4
|
62
|
$828,091,488
|
| 28 Jan 2026, 21:41:25 UTC |
13F-HR |
Mendel Money Management |
2025 Q4
|
147
|
$238,924,154
|
| 29 Jan 2026, 06:01:56 UTC |
13F-HR |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2025 Q4
|
35
|
$721,523,130
|
| 03 Feb 2026, 10:56:12 UTC |
13F-HR |
PATTON ALBERTSON MILLER GROUP, LLC |
2025 Q4
|
214
|
$850,284,084
|
| 02 Feb 2026, 17:46:00 UTC |
13F-HR |
STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
69
|
$176,335,784
|
| 03 Feb 2026, 10:15:09 UTC |
13F-HR |
Retirement Planning Group, LLC |
2025 Q4
|
421
|
$3,044,368,527
|
| 29 Jan 2026, 10:23:38 UTC |
13F-HR |
Coronation Fund Managers Ltd. |
2025 Q4
|
53
|
$2,229,968,097
|
| 29 Jan 2026, 08:32:23 UTC |
13F-HR |
Focused Wealth Management, Inc |
2025 Q4
|
191
|
$941,689,038
|
| 28 Jan 2026, 21:39:52 UTC |
13F-HR |
Segment Wealth Management, LLC |
2025 Q4
|
316
|
$1,724,307,543
|
| 06 Feb 2026, 10:28:39 UTC |
13F-HR/A |
CapWealth Advisors, LLC |
2025 Q4 - Restatement
|
120
|
$1,461,123,160
|
| 29 Jan 2026, 10:07:29 UTC |
13F-HR |
Camelot Portfolios, LLC |
2025 Q4
|
588
|
$161,288,542
|
| 06 Feb 2026, 10:25:34 UTC |
13F-HR |
Marathon Asset Management Ltd |
2025 Q4
|
77
|
$2,599,194,315
|
| 29 Jan 2026, 12:50:10 UTC |
13F-HR |
Seven Post Investment Office LP |
2025 Q4
|
37
|
$279,693,451
|
| 02 Feb 2026, 18:39:45 UTC |
13F-HR |
Hemenway Trust Co LLC |
2025 Q4
|
127
|
$1,307,117,669
|
| 06 Feb 2026, 10:24:30 UTC |
13F-HR |
Atle Fund Management AB |
2025 Q4
|
39
|
$313,442,282
|
| 29 Jan 2026, 06:35:14 UTC |
13F-HR |
Broad Peak Investment Advisers Pte Ltd |
2025 Q4
|
20
|
$557,752,763
|
| 06 Feb 2026, 10:16:19 UTC |
13F-HR |
Partners Group Holding AG |
2025 Q4
|
49
|
$1,480,954,459
|
| 06 Feb 2026, 10:15:33 UTC |
13F-HR |
Windmill Hill Asset Management Ltd |
2025 Q4
|
26
|
$426,871,379
|
| 28 Jan 2026, 19:19:49 UTC |
13F-HR |
Copeland Capital Management, LLC |
2025 Q4
|
297
|
$4,478,690,314
|
| 06 Feb 2026, 10:15:00 UTC |
13F-HR |
INVESTMENT HOUSE LLC |
2025 Q4
|
215
|
$2,104,005,133
|
| 29 Jan 2026, 11:31:44 UTC |
13F-HR |
AEGON ASSET MANAGEMENT UK PLC |
2025 Q4
|
159
|
$8,402,827,806
|
| 06 Feb 2026, 10:14:30 UTC |
13F-HR/A |
CapWealth Advisors, LLC |
2025 Q3 - Restatement
|
121
|
$1,452,404,330
|
| 29 Jan 2026, 09:57:42 UTC |
13F-HR |
Mader & Shannon Wealth Management, Inc. |
2025 Q4
|
23
|
$201,998,296
|
| 06 Feb 2026, 10:13:20 UTC |
13F-HR |
Wellesley Asset Management |
2025 Q4
|
54
|
$672,214,348
|
| 29 Jan 2026, 16:50:19 UTC |
13F-HR |
Renaissance Capital LLC |
2025 Q4
|
39
|
$138,786,971
|
| 03 Feb 2026, 10:43:36 UTC |
13F-HR |
Alecta Tjanstepension Omsesidigt |
2025 Q4
|
73
|
$22,745,431,278
|
| 03 Feb 2026, 10:20:09 UTC |
13F-HR |
Sageworth Trust Co |
2025 Q4
|
137
|
$2,334,639,654
|
| 06 Feb 2026, 10:06:30 UTC |
13F-HR |
INTRUST BANK NA |
2025 Q4
|
390
|
$1,207,476,182
|
| 03 Feb 2026, 15:55:43 UTC |
13F-HR |
Belfer Management LLC |
2025 Q4
|
14
|
$5,704,953
|
| 06 Feb 2026, 10:03:39 UTC |
13F-HR |
FIRST BUSINESS FINANCIAL SERVICES, INC. |
2025 Q4
|
168
|
$1,089,042,171
|
| 03 Feb 2026, 15:13:28 UTC |
13F-HR |
Lubar & Co., Inc |
2025 Q4
|
3
|
$134,246,904
|
| 02 Feb 2026, 19:43:07 UTC |
13F-HR |
Bronte Capital Management Pty Ltd. |
2025 Q4
|
43
|
$956,821,864
|
| 03 Feb 2026, 10:11:44 UTC |
13F-HR |
LMCG INVESTMENTS, LLC |
2025 Q4
|
219
|
$1,749,348,443
|
| 29 Jan 2026, 14:05:09 UTC |
13F-HR |
State of New Jersey Common Pension Fund A |
2025 Q4
|
3
|
$269,967,309
|
| 29 Jan 2026, 14:10:22 UTC |
13F-HR |
State of New Jersey Common Pension Fund E |
2025 Q4
|
1
|
$91,167,239
|
| 29 Jan 2026, 14:26:29 UTC |
13F-HR |
Supplemental Annuity Collective Trust of NJ |
2025 Q4
|
210
|
$386,884,152
|
| 29 Jan 2026, 14:28:22 UTC |
13F-HR |
New Jersey Better Educational Savings Trust |
2025 Q4
|
9
|
$58,742,384
|
| 06 Feb 2026, 10:02:51 UTC |
13F-HR |
Cantonale Vaudoise Banque |
2025 Q4
|
815
|
$2,800,801,000
|
| 28 Jan 2026, 21:46:07 UTC |
13F-HR |
MONTRUSCO BOLTON INVESTMENTS INC. |
2025 Q4
|
73
|
$8,025,001,378
|
| 02 Feb 2026, 19:28:16 UTC |
13F-HR |
Mitsubishi UFJ Asset Management Co., Ltd. |
2025 Q4
|
1,626
|
$147,504,538,704
|
| 03 Feb 2026, 17:02:11 UTC |
13F-HR |
BRC Group Holdings, Inc. |
2025 Q3
|
25
|
$134,560,425
|
| 03 Feb 2026, 17:01:18 UTC |
13F-HR |
BRC Group Holdings, Inc. |
2025 Q2
|
38
|
$87,677,427
|
| 06 Feb 2026, 10:02:42 UTC |
13F-HR |
CULLEN/FROST BANKERS, INC. |
2025 Q4
|
1,447
|
$9,090,027,115
|
| 03 Feb 2026, 17:00:14 UTC |
13F-HR |
BRC Group Holdings, Inc. |
2025 Q1
|
23
|
$78,269,225
|
| 28 Jan 2026, 21:49:07 UTC |
13F-HR |
Calamos Wealth Management LLC |
2025 Q4
|
455
|
$2,887,103,647
|
| 28 Jan 2026, 18:17:49 UTC |
13F-HR |
Tanglewood Wealth Management, Inc. |
2025 Q4
|
35
|
$1,090,671,190
|
| 06 Feb 2026, 09:54:53 UTC |
13F-HR |
Berbice Capital Management LLC |
2025 Q4
|
145
|
$166,563,816
|
| 06 Feb 2026, 09:53:07 UTC |
13F-HR |
Covestor Ltd |
2025 Q4
|
2,207
|
$190,890,000
|
| 29 Jan 2026, 15:45:38 UTC |
13F-HR |
IMC-Chicago, LLC |
2025 Q4
|
850
|
$5,690,189,636
|
| 06 Feb 2026, 09:50:12 UTC |
13F-HR |
Greenwoods Asset Management Hong Kong Ltd. |
2025 Q4
|
28
|
$4,044,709,984
|
| 06 Feb 2026, 09:45:47 UTC |
13F-HR |
Forefront Wealth Partners, LLC |
2025 Q4
|
139
|
$211,229,248
|
| 06 Feb 2026, 09:43:07 UTC |
13F-HR |
Harvest Portfolios Group Inc. |
2025 Q4
|
254
|
$5,750,385,361
|
| 06 Feb 2026, 09:39:32 UTC |
13F-HR |
GLOBE LIFE INC. |
2025 Q4
|
2
|
$397,845,466
|
| 06 Feb 2026, 09:36:26 UTC |
13F-HR |
MUIRFIELD WEALTH ADVISORS LLC |
2025 Q4
|
75
|
$136,283,410
|
| 06 Feb 2026, 09:33:10 UTC |
13F-HR |
3EDGE Asset Management, LP |
2025 Q4
|
94
|
$1,926,810,386
|
| 06 Feb 2026, 09:30:31 UTC |
13F-HR |
Hardy Reed LLC |
2025 Q4
|
239
|
$1,402,334,334
|
| 06 Feb 2026, 09:27:26 UTC |
13F-HR |
Fairtree Asset Management (Pty) Ltd |
2025 Q4
|
101
|
$217,276,964
|
| 06 Feb 2026, 09:20:33 UTC |
13F-HR |
JAG CAPITAL MANAGEMENT, LLC |
2025 Q4
|
132
|
$920,200,621
|
| 06 Feb 2026, 09:16:35 UTC |
13F-HR |
Mitsubishi UFJ Asset Management (UK) Ltd. |
2025 Q4
|
83
|
$205,182,000
|
| 03 Feb 2026, 06:03:25 UTC |
13F-HR |
Harel Insurance Investments & Financial Services Ltd. |
2025 Q4
|
426
|
$11,547,349,000
|
| 29 Jan 2026, 08:01:00 UTC |
13F-HR |
J.P. Marvel Investment Advisors, LLC |
2025 Q4
|
60
|
$720,131,055
|
| 03 Feb 2026, 16:03:24 UTC |
13F-HR |
Cheviot Value Management, LLC |
2025 Q4
|
414
|
$1,012,851,683
|
| 06 Feb 2026, 09:13:56 UTC |
13F-HR |
CREATIVE FINANCIAL DESIGNS INC /ADV |
2025 Q4
|
2,060
|
$1,587,014,038
|
| 03 Feb 2026, 12:19:00 UTC |
13F-HR |
Crestwood Advisors Group, LLC |
2025 Q4
|
693
|
$6,003,654,241
|
| 06 Feb 2026, 09:12:44 UTC |
13F-HR |
CloudAlpha Capital Management Limited/Hong Kong |
2025 Q4
|
43
|
$1,112,778,996
|
| 03 Feb 2026, 10:10:33 UTC |
13F-HR |
Robeco Schweiz AG |
2025 Q4
|
129
|
$4,463,131,751
|
| 03 Feb 2026, 10:10:08 UTC |
13F-HR |
K.J. Harrison & Partners Inc |
2025 Q4
|
219
|
$752,220,981
|
| 29 Jan 2026, 15:36:27 UTC |
13F-HR |
Stilwell Value LLC |
2025 Q4
|
24
|
$181,393,793
|
| 06 Feb 2026, 09:04:26 UTC |
13F-HR |
Hudson Canyon Capital Management |
2025 Q4
|
51
|
$171,101,418
|
| 06 Feb 2026, 09:01:42 UTC |
13F-HR |
Drystone LLC |
2025 Q4
|
17
|
$111,241,220
|
| 03 Feb 2026, 06:15:03 UTC |
13F-HR |
Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q4
|
770
|
$12,708,056,140
|
| 06 Feb 2026, 08:55:38 UTC |
13F-HR |
Independent Order of Foresters |
2025 Q4
|
2
|
$171,732,824
|
| 06 Feb 2026, 08:53:11 UTC |
13F-HR |
QUANTIFY CHAOS ADVISORS, LLC |
2025 Q4
|
45
|
$32,990,990
|
| 29 Jan 2026, 15:19:51 UTC |
13F-HR |
Arlington Partners LLC |
2025 Q4
|
2
|
$14,060,464
|
| 29 Jan 2026, 11:46:42 UTC |
13F-HR/A |
Stockman Wealth Management, Inc. |
2025 Q4 - Restatement
|
178
|
$858,614,639
|
| 29 Jan 2026, 11:34:11 UTC |
13F-HR |
Richard C. Young & CO., LTD. |
2025 Q4
|
88
|
$1,116,055,814
|
| 06 Feb 2026, 08:42:21 UTC |
13F-HR |
Granite FO LLC |
2025 Q4
|
175
|
$187,461,071
|
| 06 Feb 2026, 08:40:10 UTC |
13F-HR |
Saranac Partners Ltd |
2025 Q4
|
74
|
$255,243,822
|
| 06 Feb 2026, 08:38:04 UTC |
13F-HR |
Saranac Partners Ltd |
2023 Q2
|
80
|
$186,189,755
|
| 29 Jan 2026, 10:34:02 UTC |
13F-HR |
Huntleigh Advisors, Inc. |
2025 Q4
|
270
|
$592,224,574
|
| 06 Feb 2026, 08:33:30 UTC |
13F-HR |
Saranac Partners Ltd |
2023 Q1
|
81
|
$169,621,193
|
| 06 Feb 2026, 08:32:29 UTC |
13F-HR |
Saranac Partners Ltd |
2022 Q4
|
40
|
$54,474,386
|
| 03 Feb 2026, 16:55:47 UTC |
13F-HR |
American Assets Investment Management, LLC |
2025 Q4
|
145
|
$1,285,390,252
|
| 28 Jan 2026, 21:43:34 UTC |
13F-HR |
Obermeyer Wealth Partners |
2025 Q4
|
288
|
$2,188,191,321
|
| 06 Feb 2026, 08:30:46 UTC |
13F-HR |
FIDEURAM S. P. A. BANCA |
2025 Q4
|
435
|
$2,781,284,397
|
| 03 Feb 2026, 09:43:58 UTC |
13F-HR |
LaFleur & Godfrey LLC |
2025 Q4
|
145
|
$825,828,104
|
| 29 Jan 2026, 11:15:24 UTC |
13F-HR |
Advisors Capital Management, LLC |
2025 Q4
|
567
|
$8,502,701,450
|
| 03 Feb 2026, 14:00:10 UTC |
13F-HR |
Horrell Capital Management, Inc. |
2025 Q4
|
192
|
$229,411,614
|
| 29 Jan 2026, 15:44:38 UTC |
13F-HR |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2025 Q4
|
139
|
$545,492,133
|
| 03 Feb 2026, 16:07:16 UTC |
13F-HR |
Ballentine Partners, LLC |
2025 Q4
|
1,009
|
$7,118,818,578
|
| 29 Jan 2026, 15:20:31 UTC |
13F-HR |
Cornerstone Investment Partners, LLC |
2025 Q4
|
219
|
$2,579,207,111
|
| 29 Jan 2026, 10:24:28 UTC |
13F-HR |
Argyle Capital Management, LLC |
2025 Q4
|
137
|
$299,503,098
|