| 02 Feb 2026, 10:29:36 UTC |
13F-HR |
Capital Investment Counsel, LLC |
2025 Q4
|
138
|
$719,917,642
|
| 27 Jan 2026, 15:56:17 UTC |
13F-HR |
Financial Advisory Corp |
2025 Q4
|
51
|
$687,615,564
|
| 02 Feb 2026, 16:19:44 UTC |
13F-HR |
Fairfield Financial Advisors, LTD |
2025 Q4
|
71
|
$306,792,140
|
| 02 Feb 2026, 12:08:56 UTC |
13F-HR |
Robocap Asset Management Ltd |
2025 Q4
|
25
|
$111,990,046
|
| 27 Jan 2026, 16:01:50 UTC |
13F-HR |
RTD Financial Advisors, Inc. |
2025 Q4
|
113
|
$819,527,250
|
| 02 Feb 2026, 15:02:27 UTC |
13F-HR |
Sagace Wealth Management LLC |
2025 Q4
|
66
|
$147,019,618
|
| 02 Feb 2026, 12:08:46 UTC |
13F-HR |
Breakwater Investment Management |
2025 Q4
|
497
|
$276,396,962
|
| 02 Feb 2026, 09:33:32 UTC |
13F-HR |
GOLDEN ROAD ADVISORS LLC |
2025 Q4
|
49
|
$175,644,632
|
| 02 Feb 2026, 08:58:54 UTC |
13F-HR |
Ballentine Capital Advisors, Inc |
2025 Q4
|
25
|
$237,417,913
|
| 02 Feb 2026, 16:44:48 UTC |
13F-HR |
Fogel Capital Management, Inc. |
2025 Q4
|
50
|
$216,964,228
|
| 27 Jan 2026, 08:54:19 UTC |
13F-HR |
Mine & Arao Wealth Creation & Management, LLC. |
2025 Q4
|
76
|
$255,508,732
|
| 02 Feb 2026, 10:38:27 UTC |
13F-HR |
Objectivity Squared, LLC |
2025 Q4
|
57
|
$178,763,609
|
| 02 Feb 2026, 10:50:59 UTC |
13F-HR |
Independence Asset Advisors, LLC |
2025 Q4
|
18
|
$181,430,933
|
| 27 Jan 2026, 16:21:10 UTC |
13F-HR |
Optas, LLC |
2025 Q4
|
463
|
$639,347,646
|
| 02 Feb 2026, 12:21:17 UTC |
13F-HR |
Sachetta, LLC |
2025 Q4
|
1,028
|
$182,611,965
|
| 27 Jan 2026, 16:22:05 UTC |
13F-HR |
Emerald Advisors, LLC |
2025 Q4
|
113
|
$734,945,583
|
| 02 Feb 2026, 13:47:24 UTC |
13F-HR |
Access Investment Management LLC |
2025 Q4
|
167
|
$363,718,525
|
| 27 Jan 2026, 11:03:36 UTC |
13F-HR |
Elevated Capital Advisors, LLC |
2025 Q4
|
831
|
$429,023,368
|
| 27 Jan 2026, 12:49:46 UTC |
13F-HR |
MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q4
|
75
|
$134,439,000
|
| 30 Jan 2026, 18:56:08 UTC |
13F-HR |
Integrity Wealth Solutions LLC |
2025 Q4
|
129
|
$252,805,366
|
| 27 Jan 2026, 13:46:36 UTC |
13F-HR |
Cardinal Strategic Wealth Guidance |
2025 Q4
|
59
|
$382,660,036
|
| 02 Feb 2026, 11:36:29 UTC |
13F-HR |
Aikya Investment Management Ltd |
2025 Q4
|
4
|
$440,954,461
|
| 27 Jan 2026, 16:24:36 UTC |
13F-HR |
CFM WEALTH PARTNERS LLC |
2025 Q4
|
144
|
$692,795,351
|
| 30 Jan 2026, 19:46:50 UTC |
13F-HR |
UPTICK PARTNERS, LLC |
2025 Q4
|
278
|
$469,074,750
|
| 02 Feb 2026, 09:26:17 UTC |
13F-HR |
SYNTAX RESEARCH, INC. |
2025 Q4
|
172
|
$162,134,683
|
| 27 Jan 2026, 14:41:10 UTC |
13F-HR |
NNS Investments (Cyprus) Ltd |
2025 Q4
|
0
|
$0
|
| 02 Feb 2026, 16:50:59 UTC |
13F-HR |
QRG CAPITAL MANAGEMENT, INC. |
2025 Q4
|
1,077
|
$8,980,883,139
|
| 27 Jan 2026, 16:17:59 UTC |
13F-HR |
Pavion Blue Capital, LLC |
2025 Q4
|
107
|
$240,826,475
|
| 27 Jan 2026, 11:52:31 UTC |
13F-HR |
Japan Post Holdings Co., Ltd. |
2025 Q4
|
1
|
$5,767,121,000
|
| 02 Feb 2026, 09:18:05 UTC |
13F-HR |
ACORN CREEK CAPITAL LLC |
2025 Q4
|
77
|
$278,207,414
|
| 30 Jan 2026, 19:26:36 UTC |
13F-HR |
Payne Capital Management, LLC |
2025 Q4
|
81
|
$316,785,280
|
| 30 Jan 2026, 18:47:42 UTC |
13F-HR |
MN Wealth Advisors, LLC |
2025 Q4
|
120
|
$197,874,685
|
| 02 Feb 2026, 14:19:52 UTC |
13F-HR |
KPP Advisory Services LLC |
2025 Q4
|
328
|
$688,581,320
|
| 27 Jan 2026, 14:50:00 UTC |
13F-HR |
Waterfront Wealth Inc. |
2025 Q4
|
273
|
$526,317,889
|
| 27 Jan 2026, 16:24:13 UTC |
13F-HR |
Liquid Strategies, LLC |
2025 Q4
|
8
|
$459,387,830
|
| 02 Feb 2026, 09:27:25 UTC |
13F-HR |
Vawter Financial, Ltd. |
2025 Q4
|
118
|
$236,845,904
|
| 02 Feb 2026, 14:22:10 UTC |
13F-HR |
MilWealth Group LLC |
2025 Q4
|
74
|
$420,085,908
|
| 02 Feb 2026, 06:05:32 UTC |
13F-HR |
Sparta 24 Ltd. |
2025 Q4
|
9
|
$116,885,196
|
| 27 Jan 2026, 14:14:50 UTC |
13F-HR |
Human Investing LLC |
2025 Q4
|
95
|
$708,112,878
|
| 02 Feb 2026, 10:34:58 UTC |
13F-HR |
LMG Wealth Partners, LLC |
2025 Q4
|
153
|
$535,980,044
|
| 27 Jan 2026, 08:26:34 UTC |
13F-HR |
Hobart Private Capital, LLC |
2025 Q4
|
129
|
$512,485,368
|
| 02 Feb 2026, 11:57:08 UTC |
13F-HR |
DUDLEY CAPITAL MANAGEMENT, LLC |
2025 Q4
|
129
|
$228,020,148
|
| 02 Feb 2026, 13:51:25 UTC |
13F-HR |
B.O.S.S. Retirement Advisors, LLC |
2025 Q4
|
171
|
$317,726,648
|
| 27 Jan 2026, 16:00:32 UTC |
13F-HR |
Bonfire Financial |
2025 Q4
|
58
|
$133,929,579
|
| 30 Jan 2026, 19:20:10 UTC |
13F-HR |
New England Capital Financial Advisors LLC |
2025 Q4
|
424
|
$256,017,136
|
| 02 Feb 2026, 09:15:38 UTC |
13F-HR |
HTG Investment Advisors, Inc. |
2025 Q4
|
76
|
$325,463,472
|
| 02 Feb 2026, 17:30:22 UTC |
13F-HR |
Hidden Cove Wealth Management, LLC |
2025 Q4
|
102
|
$154,501,832
|
| 02 Feb 2026, 10:33:36 UTC |
13F-HR |
Forza Wealth Management, LLC |
2025 Q4
|
183
|
$276,539,496
|
| 27 Jan 2026, 14:08:24 UTC |
13F-HR |
Silphium Asset Management Ltd |
2025 Q4
|
46
|
$235,870,580
|
| 02 Feb 2026, 16:53:51 UTC |
13F-HR |
JDM Financial Group LLC |
2025 Q4
|
248
|
$215,695,798
|
| 27 Jan 2026, 14:52:05 UTC |
13F-HR |
Benchmark Financial Wealth Advisors, LLC |
2025 Q4
|
126
|
$348,414,976
|
| 02 Feb 2026, 14:25:03 UTC |
13F-HR |
RIA Advisory Group LLC |
2025 Q4
|
142
|
$413,152,666
|
| 27 Jan 2026, 15:17:06 UTC |
13F-HR |
Portfolio Strategies, Inc. |
2025 Q4
|
60
|
$863,689,676
|
| 02 Feb 2026, 17:08:27 UTC |
13F-HR |
Leslie Global Wealth, LLC |
2025 Q4
|
72
|
$222,247,128
|
| 30 Jan 2026, 19:26:19 UTC |
13F-HR |
Citizens Business Bank |
2025 Q4
|
135
|
$587,452,147
|
| 27 Jan 2026, 12:27:58 UTC |
13F-HR |
Aspiring Ventures, LLC |
2025 Q4
|
68
|
$282,624,403
|
| 02 Feb 2026, 08:57:40 UTC |
13F-HR |
GDS Wealth Management |
2025 Q4
|
188
|
$1,599,044,130
|
| 02 Feb 2026, 15:03:21 UTC |
13F-HR |
Altrius Capital Management Inc |
2025 Q4
|
86
|
$471,772,849
|
| 30 Jan 2026, 19:29:58 UTC |
13F-HR |
Tevis Investment Management |
2025 Q4
|
106
|
$165,571,266
|
| 27 Jan 2026, 14:13:06 UTC |
13F-HR |
Q3 Asset Management |
2025 Q4
|
62
|
$436,897,000
|
| 02 Feb 2026, 11:30:22 UTC |
13F-HR |
Greenfield Savings Bank |
2025 Q4
|
141
|
$237,734,941
|
| 27 Jan 2026, 14:27:07 UTC |
13F-HR |
RETIREMENT INCOME SOLUTIONS, INC |
2025 Q4
|
170
|
$589,616,080
|
| 27 Jan 2026, 08:29:50 UTC |
13F-HR |
Stordahl Capital Management, Inc. |
2025 Q4
|
63
|
$485,822,875
|
| 02 Feb 2026, 17:25:19 UTC |
13F-HR |
Triasima Portfolio Management inc. |
2025 Q4
|
143
|
$667,697,813
|
| 27 Jan 2026, 10:54:43 UTC |
13F-HR |
RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q4
|
76
|
$612,851,485
|
| 02 Feb 2026, 09:33:46 UTC |
13F-HR |
Bullseye Investment Management, LLC |
2025 Q3
|
91
|
$164,346,837
|
| 02 Feb 2026, 12:37:39 UTC |
13F-HR |
OAK HARBOR WEALTH PARTNERS, LLC |
2025 Q4
|
277
|
$416,449,729
|
| 30 Jan 2026, 18:57:09 UTC |
13F-HR |
Planning Center, Inc. |
2025 Q4
|
76
|
$979,263,550
|
| 02 Feb 2026, 17:06:40 UTC |
13F-HR |
Gouws Capital LLC |
2025 Q4
|
55
|
$189,230,302
|
| 27 Jan 2026, 09:28:32 UTC |
13F-HR |
CenterStar Asset Management, LLC |
2025 Q4
|
48
|
$63,525,448
|
| 02 Feb 2026, 14:50:58 UTC |
13F-HR |
FSA Advisors, Inc. |
2025 Q4
|
213
|
$123,798,838
|
| 02 Feb 2026, 08:31:08 UTC |
13F-HR |
Manhattan West Asset Management, LLC |
2025 Q4
|
141
|
$488,584,915
|
| 27 Jan 2026, 11:40:26 UTC |
13F-HR |
Belpointe Asset Management LLC |
2025 Q4
|
1,019
|
$2,768,153,553
|
| 02 Feb 2026, 14:14:41 UTC |
13F-HR |
Long Run Wealth Advisors, LLC |
2025 Q4
|
106
|
$530,687,273
|
| 27 Jan 2026, 16:31:17 UTC |
13F-HR |
Legacy Advisors, LLC |
2025 Q4
|
288
|
$921,175,817
|
| 02 Feb 2026, 11:28:07 UTC |
13F-HR |
VELA Investment Management, LLC |
2025 Q4
|
131
|
$371,866,535
|
| 30 Jan 2026, 19:21:39 UTC |
13F-HR |
Whelan Financial |
2025 Q4
|
95
|
$320,076,728
|
| 02 Feb 2026, 15:54:12 UTC |
13F-HR |
Alliance Wealth Advisors, LLC /UT |
2025 Q4
|
250
|
$461,708,605
|
| 27 Jan 2026, 09:02:57 UTC |
13F-HR |
Local Pensions Partnership Investment Ltd |
2025 Q4
|
32
|
$5,680,088,577
|
| 27 Jan 2026, 14:11:44 UTC |
13F-HR |
Snow Phipps Group, LLC |
2025 Q4
|
2
|
$350,700,513
|
| 26 Jan 2026, 20:42:30 UTC |
13F-HR |
HCR Wealth Advisors |
2025 Q4
|
255
|
$1,009,688,680
|
| 27 Jan 2026, 10:39:04 UTC |
13F-HR |
Symmetry Partners, LLC |
2025 Q4
|
205
|
$1,689,633,220
|
| 27 Jan 2026, 06:27:30 UTC |
13F-HR |
Benson Investment Management Company, Inc. |
2025 Q4
|
50
|
$286,498,456
|
| 30 Jan 2026, 17:51:13 UTC |
13F-HR |
KIM, LLC |
2025 Q4
|
73
|
$873,175,571
|
| 27 Jan 2026, 16:32:13 UTC |
13F-HR |
PFG Advisors |
2025 Q4
|
767
|
$2,060,012,750
|
| 02 Feb 2026, 15:21:16 UTC |
13F-HR/A |
FWG Holdings, LLC |
2025 Q4 - New Holdings
|
127
|
$263,479,974
|
| 02 Feb 2026, 17:29:08 UTC |
13F-HR |
Guardian Wealth Advisors, LLC |
2025 Q4
|
70
|
$177,288,839
|
| 27 Jan 2026, 14:24:30 UTC |
13F-HR |
International City Management Association Retirement Corp |
2025 Q4
|
6
|
$196,945,266
|
| 27 Jan 2026, 16:29:59 UTC |
13F-HR |
Mass General Brigham, Inc |
2025 Q4
|
7
|
$809,786,992
|
| 27 Jan 2026, 16:25:28 UTC |
13F-HR |
Probity Advisors, Inc. |
2025 Q4
|
232
|
$624,440,835
|
| 02 Feb 2026, 16:35:07 UTC |
13F-HR |
Williams Financial, LLC |
2025 Q4
|
24
|
$172,844,299
|
| 02 Feb 2026, 11:54:39 UTC |
13F-HR |
RWQ Financial Management Services, Inc. |
2025 Q4
|
20
|
$217,441,441
|
| 27 Jan 2026, 11:38:43 UTC |
13F-HR |
Exane Asset Management |
2025 Q4
|
34
|
$475,332,283
|
| 27 Jan 2026, 16:17:17 UTC |
13F-HR |
Sitrin Capital Management LLC |
2025 Q4
|
38
|
$210,753,894
|
| 27 Jan 2026, 11:18:34 UTC |
13F-HR |
BigSur Wealth Management LLC |
2025 Q4
|
160
|
$412,253,462
|
| 30 Jan 2026, 18:31:20 UTC |
13F-HR |
Wells Financial Advisors INC |
2025 Q4
|
72
|
$52,622,426
|
| 02 Feb 2026, 17:00:37 UTC |
13F-HR |
Allegheny Financial Group |
2025 Q4
|
286
|
$675,557,282
|
| 27 Jan 2026, 12:19:15 UTC |
13F-HR |
Krilogy Financial LLC |
2025 Q4
|
920
|
$2,936,609,425
|
| 02 Feb 2026, 12:04:43 UTC |
13F-HR |
APEIRON CAPITAL Ltd |
2025 Q4
|
5
|
$86,472,490
|
| 02 Feb 2026, 16:58:32 UTC |
13F-HR |
Cerro Pacific Wealth Advisors LLC |
2025 Q4
|
153
|
$370,914,883
|