| 27 Jan 2026, 06:30:51 UTC |
13F-HR |
Compass Financial Group, INC/SD |
2025 Q4
|
103
|
$700,300,611
|
| 06 Feb 2026, 08:26:55 UTC |
13F-HR |
Milestone Resources Group Ltd |
2025 Q4
|
10
|
$2,041,070,000
|
| 27 Jan 2026, 11:40:33 UTC |
13F-HR |
Semus Wealth Partners LLC |
2025 Q4
|
111
|
$185,637,972
|
| 27 Jan 2026, 16:21:48 UTC |
13F-HR |
Family Capital Management, Inc. |
2025 Q4
|
100
|
$225,109,272
|
| 27 Jan 2026, 12:13:37 UTC |
13F-HR |
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2025 Q4
|
224
|
$996,629,240
|
| 27 Jan 2026, 16:24:34 UTC |
13F-HR |
Northern Financial Advisors Inc |
2025 Q4
|
88
|
$87,481,262
|
| 27 Jan 2026, 11:32:33 UTC |
13F-HR |
Fortis Capital Advisors, LLC |
2025 Q4
|
311
|
$677,409,210
|
| 27 Jan 2026, 17:09:08 UTC |
13F-HR |
Sharper & Granite LLC |
2025 Q4
|
107
|
$283,920,923
|
| 27 Jan 2026, 12:48:10 UTC |
13F-HR |
ACUTE INVESTMENT ADVISORY, LLC |
2025 Q4
|
15
|
$10,322,219
|
| 27 Jan 2026, 11:25:26 UTC |
13F-HR |
FSR Wealth Management Ltd. |
2025 Q4
|
38
|
$85,139,390
|
| 27 Jan 2026, 16:09:52 UTC |
13F-HR |
NOVEM GROUP |
2025 Q4
|
407
|
$863,701,045
|
| 27 Jan 2026, 08:52:33 UTC |
13F-HR |
Sterling Investment Counsel, LLC |
2025 Q4
|
187
|
$348,362,546
|
| 27 Jan 2026, 15:50:49 UTC |
13F-HR |
Alley Investment Management Company, LLC |
2025 Q4
|
90
|
$854,404,196
|
| 27 Jan 2026, 10:44:36 UTC |
13F-HR |
Security Financial Services, INC. |
2025 Q4
|
212
|
$636,941,220
|
| 27 Jan 2026, 13:46:15 UTC |
13F-HR |
Lakeside Advisors, INC. |
2025 Q4
|
62
|
$156,371,347
|
| 27 Jan 2026, 09:35:14 UTC |
13F-HR |
Forum Financial Management, LP |
2025 Q4
|
1,012
|
$7,686,909,297
|
| 27 Jan 2026, 14:17:30 UTC |
13F-HR |
Autumn Glory Partners, LLC |
2025 Q4
|
208
|
$284,140,267
|
| 27 Jan 2026, 16:15:53 UTC |
13F-HR |
DRAVO BAY LLC |
2025 Q4
|
51
|
$240,655,428
|
| 27 Jan 2026, 16:21:16 UTC |
13F-HR |
WEALTHSPAN PARTNERS, LLC |
2025 Q4
|
122
|
$274,865,677
|
| 26 Jan 2026, 18:41:47 UTC |
13F-HR |
Magnolia Wealth Management, LLC |
2025 Q4
|
15
|
$167,358,264
|
| 27 Jan 2026, 16:26:13 UTC |
13F-HR |
Members Advisory Group LLC |
2025 Q4
|
31
|
$265,265,633
|
| 27 Jan 2026, 15:55:01 UTC |
13F-HR |
Stone Summit Wealth LLC |
2025 Q4
|
141
|
$368,692,364
|
| 27 Jan 2026, 15:17:35 UTC |
13F-HR |
Darrow Company, Inc. |
2025 Q4
|
59
|
$222,502,278
|
| 27 Jan 2026, 08:58:09 UTC |
13F-HR |
Hedges Asset Management LLC |
2025 Q4
|
108
|
$141,796,253
|
| 27 Jan 2026, 12:03:36 UTC |
13F-HR/A |
EARNED WEALTH ADVISORS, LLC |
2025 Q4 - New Holdings
|
90
|
$309,672,829
|
| 27 Jan 2026, 11:58:24 UTC |
13F-HR/A |
EARNED WEALTH ADVISORS, LLC |
2025 Q4 - Restatement
|
443
|
$1,410,244,458
|
| 27 Jan 2026, 14:46:28 UTC |
13F-HR |
Vert Asset Management LLC |
2025 Q4
|
46
|
$300,638,767
|
| 27 Jan 2026, 10:43:45 UTC |
13F-HR |
STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q4
|
12
|
$146,082,088
|
| 27 Jan 2026, 16:35:09 UTC |
13F-HR |
Highview Capital Management LLC/DE/ |
2025 Q4
|
105
|
$283,463,721
|
| 27 Jan 2026, 11:36:48 UTC |
13F-HR |
VISTA FINANCE, LLC |
2025 Q4
|
51
|
$150,286,491
|
| 03 Feb 2026, 16:40:18 UTC |
13F-HR |
MANNING & NAPIER ADVISORS LLC |
2025 Q4
|
547
|
$7,699,778,011
|
| 03 Feb 2026, 16:49:58 UTC |
13F-HR |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2025 Q4
|
26
|
$357,579,697
|
| 02 Feb 2026, 18:35:17 UTC |
13F-HR |
RNC CAPITAL MANAGEMENT LLC |
2025 Q4
|
173
|
$2,197,076,848
|
| 27 Jan 2026, 12:52:57 UTC |
13F-HR |
Revisor Wealth Management LLC |
2025 Q4
|
330
|
$373,408,452
|
| 27 Jan 2026, 10:28:15 UTC |
13F-HR |
US Asset Management LLC |
2025 Q4
|
118
|
$122,476,652
|
| 02 Feb 2026, 18:53:03 UTC |
13F-HR |
NA BOKF |
2025 Q4
|
996
|
$6,534,110,782
|
| 02 Feb 2026, 16:08:26 UTC |
13F-HR |
FULCRUM WEALTH ADVISORS, LLC |
2025 Q4
|
67
|
$121,509,552
|
| 02 Feb 2026, 17:11:17 UTC |
13F-HR |
Fullerton Advisors, LLC |
2025 Q4
|
54
|
$100,115,496
|
| 02 Feb 2026, 09:25:50 UTC |
13F-HR |
Gildi - lifeyrissjodur |
2025 Q4
|
2
|
$221,112,265
|
| 02 Feb 2026, 10:44:43 UTC |
13F-HR |
Sandro Wealth Management LLC |
2025 Q4
|
93
|
$120,823,561
|
| 02 Feb 2026, 11:30:01 UTC |
13F-HR |
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
2025 Q4
|
66
|
$106,609,607
|
| 30 Jan 2026, 18:20:40 UTC |
13F-HR |
Madrid Wealth Management, LLC |
2025 Q4
|
72
|
$123,237,025
|
| 02 Feb 2026, 12:09:45 UTC |
13F-HR |
Legacy Edge Advisors, LLC |
2025 Q4
|
217
|
$913,523,137
|
| 27 Jan 2026, 16:05:36 UTC |
13F-HR |
SageGuard Financial Group, LLC |
2025 Q4
|
177
|
$628,320,900
|
| 27 Jan 2026, 11:58:22 UTC |
13F-HR |
Mayar Capital Ltd. |
2025 Q4
|
13
|
$73,650,955
|
| 02 Feb 2026, 06:13:09 UTC |
13F-HR |
Saranac Partners Ltd |
2024 Q4
|
82
|
$181,109,890
|
| 02 Feb 2026, 06:10:05 UTC |
13F-HR |
Saranac Partners Ltd |
2024 Q3
|
22
|
$66,256,221
|
| 02 Feb 2026, 06:08:41 UTC |
13F-HR |
Saranac Partners Ltd |
2024 Q2
|
73
|
$168,040,682
|
| 02 Feb 2026, 06:04:41 UTC |
13F-HR |
Saranac Partners Ltd |
2024 Q1
|
80
|
$163,348,342
|
| 02 Feb 2026, 06:03:29 UTC |
13F-HR |
Saranac Partners Ltd |
2023 Q4
|
81
|
$151,298,301
|
| 02 Feb 2026, 06:01:16 UTC |
13F-HR |
Saranac Partners Ltd |
2023 Q3
|
79
|
$177,857,610
|
| 02 Feb 2026, 06:08:18 UTC |
13F-HR |
Danica Pension, Livsforsikringsaktieselskab |
2025 Q4
|
79
|
$6,937,283,640
|
| 02 Feb 2026, 13:15:18 UTC |
13F-HR |
WJ Financial Advisors LLC |
2025 Q4
|
115
|
$112,293,436
|
| 02 Feb 2026, 09:25:56 UTC |
13F-HR |
BLALOCK WILLIAMS, LLC |
2025 Q4
|
135
|
$124,930,155
|
| 02 Feb 2026, 15:48:25 UTC |
13F-HR |
Welch Financial Planning, LLC |
2025 Q4
|
60
|
$137,304,415
|
| 27 Jan 2026, 13:14:57 UTC |
13F-HR |
Sterling Group Wealth Management, LLC |
2025 Q4
|
51
|
$206,597,992
|
| 27 Jan 2026, 11:07:38 UTC |
13F-HR |
Lorne Steinberg Wealth Management Inc. |
2025 Q4
|
72
|
$434,857,478
|
| 02 Feb 2026, 15:03:05 UTC |
13F-HR |
Sun Financial Inc |
2025 Q4
|
157
|
$179,421,780
|
| 27 Jan 2026, 09:05:07 UTC |
13F-HR |
Tranquilli Financial Advisor LLC |
2025 Q4
|
130
|
$172,356,034
|
| 27 Jan 2026, 16:59:47 UTC |
13F-HR |
Round Rock Advisors LLC |
2025 Q4
|
324
|
$663,156,172
|
| 02 Feb 2026, 15:44:12 UTC |
13F-HR |
Alpha Wealth Funds, LLC |
2025 Q4
|
48
|
$148,367,179
|
| 02 Feb 2026, 11:16:20 UTC |
13F-HR |
PKO Investment Management Joint-Stock Co |
2025 Q4
|
218
|
$1,253,262,905
|
| 27 Jan 2026, 16:34:46 UTC |
13F-HR |
Greystone Financial Group, LLC |
2025 Q4
|
97
|
$640,717,951
|
| 26 Jan 2026, 19:11:14 UTC |
13F-HR |
Lakehouse Capital Pty Ltd |
2025 Q4
|
13
|
$138,667,000
|
| 02 Feb 2026, 10:43:05 UTC |
13F-HR |
RETIREMENT PLANNING GROUP, LLC / NY |
2025 Q4
|
87
|
$146,595,124
|
| 02 Feb 2026, 09:28:29 UTC |
13F-HR |
Everest Management Corp. |
2025 Q4
|
63
|
$179,309,599
|
| 30 Jan 2026, 18:52:01 UTC |
13F-HR |
CHAPMAN FINANCIAL GROUP, LLC |
2025 Q4
|
256
|
$146,774,870
|
| 27 Jan 2026, 15:19:11 UTC |
13F-HR |
Cannon Global Investment Management, LLC |
2025 Q4
|
58
|
$37,737,803
|
| 27 Jan 2026, 16:03:07 UTC |
13F-HR |
Veery Capital, LLC |
2025 Q4
|
94
|
$325,833,633
|
| 02 Feb 2026, 17:29:10 UTC |
13F-HR |
RIVERCHASE WEALTH MANAGEMENT, LLC |
2025 Q4
|
73
|
$184,117,395
|
| 02 Feb 2026, 11:27:17 UTC |
13F-HR |
Grantvest Financial Group LLC |
2025 Q4
|
164
|
$156,062,424
|
| 27 Jan 2026, 16:30:35 UTC |
13F-HR |
Sterling Financial Planning, Inc. |
2025 Q4
|
120
|
$331,810,222
|
| 02 Feb 2026, 09:38:54 UTC |
13F-HR |
Pillar Financial Advisors, LLC |
2025 Q4
|
111
|
$165,811,881
|
| 02 Feb 2026, 16:18:50 UTC |
13F-HR |
Astra Wealth Partners LLC |
2025 Q4
|
90
|
$163,579,207
|
| 27 Jan 2026, 17:28:32 UTC |
13F-HR |
Purus Wealth Management, LLC |
2025 Q4
|
150
|
$320,624,148
|
| 02 Feb 2026, 12:28:55 UTC |
13F-HR |
Chung Wu Investment Group, LLC |
2025 Q4
|
263
|
$122,265,489
|
| 26 Jan 2026, 20:03:34 UTC |
13F-HR |
Rye Brook Capital LLC |
2025 Q4
|
27
|
$107,031,000
|
| 27 Jan 2026, 11:43:25 UTC |
13F-HR |
TriaGen Wealth Management LLC |
2025 Q4
|
176
|
$386,577,018
|
| 02 Feb 2026, 11:49:16 UTC |
13F-HR |
Partners in Financial Planning |
2025 Q4
|
115
|
$590,600,139
|
| 26 Jan 2026, 17:59:50 UTC |
13F-HR |
Latitude Advisors, LLC |
2025 Q4
|
224
|
$227,263,025
|
| 02 Feb 2026, 17:17:25 UTC |
13F-HR |
McHugh Group, LLC |
2025 Q4
|
81
|
$175,775,014
|
| 02 Feb 2026, 12:45:01 UTC |
13F-HR |
Carbahal Olsen Financial Services Group, LLC |
2025 Q4
|
42
|
$130,262,435
|
| 27 Jan 2026, 09:01:50 UTC |
13F-HR |
Fractal Investments LLC |
2025 Q4
|
80
|
$716,191,230
|
| 02 Feb 2026, 13:08:16 UTC |
13F-HR |
INKWELL CAPITAL LLC |
2025 Q4
|
29
|
$98,441,229
|
| 27 Jan 2026, 14:35:25 UTC |
13F-HR |
Journey Advisory Group, LLC |
2025 Q4
|
262
|
$1,189,196,319
|
| 27 Jan 2026, 16:42:27 UTC |
13F-HR/A |
GraniteShares Advisors LLC |
2025 Q4 - Restatement
|
90
|
$164,650,767
|
| 26 Jan 2026, 19:06:02 UTC |
13F-HR |
Oak Harvest Investment Services |
2025 Q4
|
177
|
$915,389,966
|
| 30 Jan 2026, 19:38:33 UTC |
13F-HR |
Vantage Point Financial LLC |
2025 Q4
|
169
|
$279,562,548
|
| 27 Jan 2026, 12:37:10 UTC |
13F-HR |
JEPPSON WEALTH MANAGEMENT, LLC |
2025 Q4
|
225
|
$315,847,039
|
| 30 Jan 2026, 19:55:59 UTC |
13F-HR |
EQ WEALTH ADVISORS, LLC |
2025 Q4
|
258
|
$169,390,217
|
| 02 Feb 2026, 15:24:12 UTC |
13F-HR |
Baypointe Partners LLC |
2025 Q4
|
14
|
$47,591,498
|
| 30 Jan 2026, 20:40:05 UTC |
13F-HR |
Mission Hills Financial Advisory, LLC |
2025 Q4
|
53
|
$189,387,706
|
| 02 Feb 2026, 14:12:32 UTC |
13F-HR |
Blake Schutter Theil Wealth Advisors, LLC |
2025 Q4
|
107
|
$121,627,698
|
| 02 Feb 2026, 16:29:41 UTC |
13F-HR |
Millstone Evans Group, LLC |
2025 Q4
|
857
|
$169,973,666
|
| 27 Jan 2026, 10:49:49 UTC |
13F-HR |
Berger Financial Group, Inc |
2025 Q4
|
459
|
$1,723,970,096
|
| 02 Feb 2026, 15:56:12 UTC |
13F-HR |
Triune Financial Partners, LLC |
2025 Q4
|
49
|
$427,833,278
|
| 02 Feb 2026, 10:46:09 UTC |
13F-HR |
Pines Wealth Management, LLC |
2025 Q4
|
224
|
$309,274,341
|
| 02 Feb 2026, 13:15:18 UTC |
13F-HR |
Level Wealth Management LLC |
2025 Q4
|
60
|
$195,543,445
|
| 27 Jan 2026, 09:24:11 UTC |
13F-HR |
Klaas Financial Asset Advisors, LLC |
2025 Q4
|
56
|
$689,431,595
|
| 27 Jan 2026, 12:51:00 UTC |
13F-HR |
Horst & Graben Wealth Management LLC |
2025 Q4
|
179
|
$662,761,551
|