| 30 Oct 2025, 14:33:38 UTC |
13F-HR |
iA Global Asset Management Inc. |
2025 Q3
|
403
|
$7.31B
|
| 30 Oct 2025, 14:30:24 UTC |
13F-HR |
Industrial Alliance Investment Management Inc. |
2025 Q3
|
6
|
$166M
|
| 30 Oct 2025, 14:28:55 UTC |
13F-HR |
Steadview Capital Management LLC |
2025 Q3
|
12
|
$698M
|
| 30 Oct 2025, 14:28:26 UTC |
13F-HR |
Millstone Evans Group, LLC |
2025 Q3
|
834
|
$157M
|
| 30 Oct 2025, 14:27:43 UTC |
13F-HR |
Wealth Dimensions Group, Ltd. |
2025 Q3
|
177
|
$486M
|
| 30 Oct 2025, 14:26:46 UTC |
13F-HR |
Lloyd Advisory Services, LLC. |
2025 Q3
|
99
|
$212M
|
| 30 Oct 2025, 14:15:53 UTC |
13F-HR |
Socha Financial Group, LLC |
2025 Q3
|
23
|
$237M
|
| 30 Oct 2025, 14:14:58 UTC |
13F-HR |
3EDGE Asset Management, LP |
2025 Q3
|
97
|
$1.77B
|
| 30 Oct 2025, 14:11:49 UTC |
13F-HR |
WFA Asset Management Corp |
2025 Q3
|
196
|
$156M
|
| 30 Oct 2025, 14:10:36 UTC |
13F-HR |
Parkside Financial Bank & Trust |
2025 Q3
|
2704
|
$1.29B
|
| 30 Oct 2025, 14:02:06 UTC |
13F-HR |
Arcus Capital Partners, LLC |
2025 Q3
|
118
|
$229M
|
| 30 Oct 2025, 14:00:53 UTC |
13F-HR |
Facet Wealth, Inc. |
2025 Q3
|
215
|
$4.83B
|
| 30 Oct 2025, 14:00:20 UTC |
13F-HR |
Glenorchy Capital Ltd |
2025 Q3
|
58
|
$138M
|
| 30 Oct 2025, 13:59:24 UTC |
13F-HR |
Gouws Capital LLC |
2025 Q3
|
55
|
$182M
|
| 30 Oct 2025, 13:51:10 UTC |
13F-HR |
Hara Capital LLC |
2025 Q3
|
294
|
$170M
|
| 30 Oct 2025, 13:43:05 UTC |
13F-HR |
Ridgewood Investments LLC |
2025 Q3
|
202
|
$237M
|
| 30 Oct 2025, 13:37:33 UTC |
13F-HR |
STRATEGIC INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
14
|
$185M
|
| 30 Oct 2025, 13:36:45 UTC |
13F-HR |
NAPLES GLOBAL ADVISORS, LLC |
2025 Q3
|
436
|
$1.28B
|
| 30 Oct 2025, 13:28:51 UTC |
13F-HR |
Quadrant Private Wealth Management, LLC |
2025 Q3
|
252
|
$548M
|
| 30 Oct 2025, 13:22:09 UTC |
13F-HR |
Courant Investment Management LLC |
2025 Q3
|
7
|
$127M
|
| 30 Oct 2025, 13:17:20 UTC |
13F-HR |
STRS OHIO |
2025 Q3
|
2185
|
$27.3B
|
| 30 Oct 2025, 13:15:43 UTC |
13F-HR |
Atlas Legacy Advisors, LLC |
2025 Q3
|
197
|
$518M
|
| 30 Oct 2025, 13:12:19 UTC |
13F-HR |
FWG Holdings, LLC |
2025 Q3
|
109
|
$230M
|
| 30 Oct 2025, 13:11:43 UTC |
13F-HR |
Legacy Advisory Services, LLC |
2025 Q3
|
50
|
$133M
|
| 30 Oct 2025, 13:10:49 UTC |
13F-HR |
SAM Advisors, LLC |
2025 Q3
|
41
|
$310M
|
| 30 Oct 2025, 13:10:17 UTC |
13F-HR/A |
NEW WAVE WEALTH ADVISORS LLC |
2025 Q3 - New Holdings
|
177
|
$257M
|
| 30 Oct 2025, 13:10:05 UTC |
13F-HR |
EMERALD MUTUAL FUND ADVISERS TRUST |
2025 Q3
|
219
|
$1.94B
|
| 30 Oct 2025, 13:09:23 UTC |
13F-HR |
USCF Advisers LLC |
2025 Q3
|
20
|
$996K
|
| 30 Oct 2025, 13:08:29 UTC |
13F-HR |
Millburn Ridgefield LLC /DE/ |
2025 Q3
|
38
|
$4.19B
|
| 30 Oct 2025, 13:06:24 UTC |
13F-HR |
QV Investors Inc. |
2025 Q3
|
63
|
$1.16B
|
| 30 Oct 2025, 13:06:04 UTC |
13F-HR/A |
Legacy Advisory Services, LLC |
2024 Q2 - Restatement
|
48
|
$109M
|
| 30 Oct 2025, 12:55:38 UTC |
13F-HR |
Aubrey Capital Management Ltd |
2025 Q3
|
52
|
$317M
|
| 30 Oct 2025, 12:53:45 UTC |
13F-HR |
Value Base Ltd. |
2025 Q3
|
7
|
$141M
|
| 30 Oct 2025, 12:48:53 UTC |
13F-HR |
INDEPENDENT INVESTORS INC |
2025 Q3
|
70
|
$520M
|
| 30 Oct 2025, 12:41:50 UTC |
13F-HR |
HUDSON EDGE INVESTMENT PARTNERS INC. |
2025 Q3
|
88
|
$618M
|
| 30 Oct 2025, 12:41:45 UTC |
13F-HR |
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2025 Q3
|
144
|
$639M
|
| 30 Oct 2025, 12:32:39 UTC |
13F-HR |
Sellwood Investment Partners LLC |
2025 Q3
|
107
|
$251M
|
| 30 Oct 2025, 12:23:00 UTC |
13F-HR |
Leelyn Smith, LLC |
2025 Q3
|
144
|
$664M
|
| 30 Oct 2025, 12:22:49 UTC |
13F-HR |
Outlook Wealth Advisors, LLC |
2025 Q3
|
290
|
$401M
|
| 30 Oct 2025, 12:12:02 UTC |
13F-HR |
WestBridge Capital Management, LLC |
2025 Q3
|
1
|
$157M
|
| 30 Oct 2025, 12:11:09 UTC |
13F-HR |
Atlas Venture Advisors, Inc. |
2025 Q3
|
4
|
$438M
|
| 30 Oct 2025, 12:11:08 UTC |
13F-HR |
Planning Center, Inc. |
2025 Q3
|
74
|
$953M
|
| 30 Oct 2025, 12:09:12 UTC |
13F-HR |
Covestor Ltd |
2025 Q3
|
2219
|
$181M
|
| 30 Oct 2025, 12:05:41 UTC |
13F-HR |
LOCUST WOOD CAPITAL ADVISERS, LLC |
2025 Q3
|
50
|
$3.66B
|
| 30 Oct 2025, 12:03:26 UTC |
13F-HR |
Olympiad Research LP |
2025 Q3
|
204
|
$71.9M
|
| 30 Oct 2025, 12:01:19 UTC |
13F-HR |
Accredited Investors Inc. |
2025 Q3
|
264
|
$1.79B
|
| 30 Oct 2025, 11:53:54 UTC |
13F-HR |
Covenant Asset Management, LLC |
2025 Q3
|
141
|
$530M
|
| 30 Oct 2025, 11:52:29 UTC |
13F-HR |
WINDWARD CAPITAL MANAGEMENT CO /CA |
2025 Q3
|
71
|
$1.25B
|
| 30 Oct 2025, 11:52:23 UTC |
13F-HR |
Traub Capital Management LLC |
2025 Q3
|
139
|
$101M
|
| 30 Oct 2025, 11:50:34 UTC |
13F-HR |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2025 Q3
|
144
|
$616M
|
| 30 Oct 2025, 11:50:16 UTC |
13F-HR |
Millington Financial Advisors, LLC |
2025 Q3
|
103
|
$206M
|
| 30 Oct 2025, 11:47:05 UTC |
13F-HR |
COLTON GROOME FINANCIAL ADVISORS, LLC |
2025 Q3
|
137
|
$326M
|
| 30 Oct 2025, 11:43:57 UTC |
13F-HR |
BIP Wealth, LLC |
2025 Q3
|
306
|
$2.02B
|
| 30 Oct 2025, 11:40:36 UTC |
13F-HR |
Bishop & Co Investment Management, LLC |
2025 Q3
|
27
|
$299M
|
| 30 Oct 2025, 11:40:24 UTC |
13F-HR |
Bey-Douglas LLC |
2025 Q3
|
65
|
$134M
|
| 30 Oct 2025, 11:38:37 UTC |
13F-HR |
FIDUCIENT ADVISORS LLC |
2025 Q3
|
157
|
$856M
|
| 30 Oct 2025, 11:36:54 UTC |
13F-HR |
Heritage Financial Services, LLC |
2025 Q3
|
134
|
$1.11B
|
| 30 Oct 2025, 11:19:29 UTC |
13F-HR |
Fairway Wealth LLC |
2025 Q3
|
156
|
$298M
|
| 30 Oct 2025, 11:15:25 UTC |
13F-HR |
Boston Common Asset Management, LLC |
2025 Q3
|
299
|
$3.58B
|
| 30 Oct 2025, 11:09:33 UTC |
13F-HR |
TWIN PEAKS WEALTH ADVISORS, LLC |
2025 Q3
|
164
|
$293M
|
| 30 Oct 2025, 11:04:24 UTC |
13F-HR |
State of Wisconsin - Board of Commissioners of Public Lands |
2025 Q3
|
6
|
$157M
|
| 30 Oct 2025, 11:03:59 UTC |
13F-HR |
FIRST BUSINESS FINANCIAL SERVICES, INC. |
2025 Q3
|
185
|
$1.09B
|
| 30 Oct 2025, 11:03:03 UTC |
13F-HR |
Triad Wealth Partners, LLC |
2025 Q3
|
366
|
$775M
|
| 30 Oct 2025, 11:01:26 UTC |
13F-HR |
CNB Bank |
2025 Q3
|
504
|
$240M
|
| 30 Oct 2025, 10:58:58 UTC |
13F-HR |
Johnson Financial Group, LLC |
2025 Q3
|
90
|
$1.09B
|
| 30 Oct 2025, 10:57:56 UTC |
13F-HR |
EMERALD ADVISERS, LLC |
2025 Q3
|
257
|
$3.12B
|
| 30 Oct 2025, 10:57:26 UTC |
13F-HR |
Dilation Capital Management LP |
2025 Q3
|
21
|
$202M
|
| 30 Oct 2025, 10:47:09 UTC |
13F-HR |
Simplicity Wealth,LLC |
2025 Q3
|
709
|
$1.73B
|
| 30 Oct 2025, 10:44:39 UTC |
13F-HR |
Detalus Advisors, LLC |
2025 Q3
|
175
|
$386M
|
| 30 Oct 2025, 10:44:35 UTC |
13F-HR |
Bruce G. Allen Investments, LLC |
2025 Q3
|
1079
|
$140M
|
| 30 Oct 2025, 10:40:37 UTC |
13F-HR |
DJE Kapital AG |
2025 Q3
|
105
|
$3.99B
|
| 30 Oct 2025, 10:40:09 UTC |
13F-HR |
Cooksen Wealth, LLC |
2025 Q3
|
45
|
$134M
|
| 30 Oct 2025, 10:32:21 UTC |
13F-HR |
CVA Family Office, LLC |
2025 Q3
|
1297
|
$777M
|
| 30 Oct 2025, 10:23:55 UTC |
13F-HR |
WILKINS INVESTMENT COUNSEL INC |
2025 Q3
|
122
|
$706M
|
| 30 Oct 2025, 10:23:20 UTC |
13F-HR |
VELA Investment Management, LLC |
2025 Q3
|
131
|
$347M
|
| 30 Oct 2025, 10:19:09 UTC |
13F-HR/A |
CapWealth Advisors, LLC |
2025 Q3 - New Holdings
|
121
|
$1.46B
|
| 30 Oct 2025, 10:19:01 UTC |
13F-HR |
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2025 Q3
|
13
|
$284M
|
| 30 Oct 2025, 10:18:37 UTC |
13F-HR |
Orca Investment Management, LLC |
2025 Q3
|
61
|
$122M
|
| 30 Oct 2025, 10:17:36 UTC |
13F-HR |
Applied Fundamental Research, LLC |
2025 Q3
|
10
|
$103M
|
| 30 Oct 2025, 10:17:00 UTC |
13F-HR |
Andina Capital Management, LLC |
2025 Q3
|
152
|
$177M
|
| 30 Oct 2025, 10:15:05 UTC |
13F-HR |
Charter Oak Capital Management, LLC |
2025 Q3
|
202
|
$1.27B
|
| 30 Oct 2025, 10:14:30 UTC |
13F-HR |
ROGCO, LP |
2025 Q3
|
193
|
$285M
|
| 30 Oct 2025, 10:09:59 UTC |
13F-HR |
BAILARD, INC. |
2025 Q3
|
777
|
$4.6B
|
| 30 Oct 2025, 10:01:39 UTC |
13F-HR |
ANCHOR CAPITAL ADVISORS LLC |
2025 Q3
|
242
|
$3.46B
|
| 30 Oct 2025, 09:58:46 UTC |
13F-HR |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q3
|
206
|
$1.97B
|
| 30 Oct 2025, 09:49:32 UTC |
13F-HR |
Rakuten Investment Management, Inc. |
2025 Q3
|
639
|
$22.4B
|
| 30 Oct 2025, 09:27:24 UTC |
13F-HR |
AM INVESTMENT STRATEGIES LLC |
2025 Q3
|
110
|
$461M
|
| 30 Oct 2025, 09:23:54 UTC |
13F-HR |
Register Financial Advisors LLC |
2025 Q3
|
338
|
$254M
|
| 30 Oct 2025, 09:17:28 UTC |
13F-HR |
Stiles Financial Services Inc |
2025 Q3
|
176
|
$317M
|
| 30 Oct 2025, 09:15:39 UTC |
13F-HR |
STOCK YARDS BANK & TRUST CO |
2025 Q3
|
389
|
$3.19B
|
| 30 Oct 2025, 09:13:40 UTC |
13F-HR |
MITCHELL MCLEOD PUGH & WILLIAMS INC |
2025 Q3
|
281
|
$620M
|
| 30 Oct 2025, 09:10:57 UTC |
13F-HR |
Tranquility Partners, LLC |
2025 Q3
|
237
|
$296M
|
| 30 Oct 2025, 09:07:28 UTC |
13F-HR |
Objective Capital Management, LLC |
2025 Q3
|
88
|
$96.6M
|
| 30 Oct 2025, 09:05:03 UTC |
13F-HR |
Avidian Wealth Enterprises, LLC |
2025 Q3
|
579
|
$2.65B
|
| 30 Oct 2025, 09:00:43 UTC |
13F-HR |
BankPlus Wealth Management LLC |
2025 Q3
|
108
|
$170M
|
| 30 Oct 2025, 09:00:03 UTC |
13F-HR |
Gray Foundation |
2025 Q3
|
8
|
$351M
|
| 30 Oct 2025, 08:58:29 UTC |
13F-HR |
Cornerstone Wealth Group, LLC |
2025 Q3
|
350
|
$1.48B
|
| 30 Oct 2025, 08:53:43 UTC |
13F-HR |
BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q3
|
233
|
$1.15B
|
| 30 Oct 2025, 08:53:28 UTC |
13F-HR |
Universal- Beteiligungs- und Servicegesellschaft mbH |
2025 Q3
|
2026
|
$60B
|
| 30 Oct 2025, 08:50:51 UTC |
13F-HR |
Next Level Wealth Planning, LLC |
2025 Q3
|
61
|
$177M
|