| 27 Jan 2026, 09:38:39 UTC |
13F-HR |
FIRST HORIZON CORP |
2025 Q4
|
1,482
|
$2,237,232,046
|
| 26 Jan 2026, 14:05:37 UTC |
13F-HR |
Key Capital Management, INC |
2025 Q4
|
535
|
$100,947,666
|
| 26 Jan 2026, 12:33:47 UTC |
13F-HR |
FORTERIS WEALTH MANAGEMENT INC. |
2025 Q4
|
67
|
$101,598,559
|
| 26 Jan 2026, 09:30:20 UTC |
13F-HR |
Adelphi Trust Co |
2025 Q4
|
99
|
$122,527,490
|
| 26 Jan 2026, 08:58:25 UTC |
13F-HR |
Turner Capital Investments, LLC |
2025 Q4
|
6
|
$49,811,291
|
| 26 Jan 2026, 11:33:13 UTC |
13F-HR |
Pursuit Wealth Management LLC |
2025 Q4
|
118
|
$116,366,794
|
| 26 Jan 2026, 16:25:52 UTC |
13F-HR |
China-UAE Investment Cooperation Fund, L.P. |
2025 Q4
|
1
|
$67,442,888
|
| 23 Jan 2026, 19:14:59 UTC |
13F-HR |
Capelight Capital Asset Management LP |
2025 Q4
|
34
|
$100,918,276
|
| 26 Jan 2026, 15:37:36 UTC |
13F-HR |
Argo Wealth Advisory, LLC |
2025 Q4
|
52
|
$167,163,290
|
| 26 Jan 2026, 15:55:31 UTC |
13F-HR |
J.M. Arbour, LLC |
2025 Q4
|
112
|
$100,221,355
|
| 26 Jan 2026, 08:11:32 UTC |
13F-HR |
Equity Wealth Partners, LLC |
2025 Q4
|
78
|
$154,202,837
|
| 26 Jan 2026, 16:26:18 UTC |
13F-HR |
Frankly Finances, LLC |
2025 Q4
|
63
|
$115,197,919
|
| 26 Jan 2026, 09:11:50 UTC |
13F-HR |
Great Hill Capital LLC |
2025 Q4
|
31
|
$145,050,065
|
| 26 Jan 2026, 15:02:22 UTC |
13F-HR |
American Wealth Advisors, LLC |
2025 Q4
|
133
|
$101,833,952
|
| 23 Jan 2026, 18:36:51 UTC |
13F-HR |
INVESTED ADVISORS |
2025 Q4
|
134
|
$96,560,118
|
| 23 Jan 2026, 18:38:28 UTC |
13F-HR |
STEINBERGANNA WEALTH MANAGEMENT |
2025 Q4
|
127
|
$213,471,580
|
| 23 Jan 2026, 18:33:06 UTC |
13F-HR |
ABBINGTON INVESTMENT GROUP |
2025 Q4
|
49
|
$146,377,224
|
| 23 Jan 2026, 18:38:40 UTC |
13F-HR |
Tribridge Partners Financial LLC |
2025 Q4
|
77
|
$238,376,971
|
| 26 Jan 2026, 16:32:35 UTC |
13F-HR |
Seneca Financial Advisors LLC |
2025 Q4
|
64
|
$328,617,079
|
| 26 Jan 2026, 10:22:16 UTC |
13F-HR |
Provenance Wealth Advisors, LLC |
2025 Q4
|
419
|
$902,297,826
|
| 26 Jan 2026, 07:50:07 UTC |
13F-HR |
Farnam Financial LLC |
2025 Q4
|
53
|
$132,871,081
|
| 23 Jan 2026, 20:00:28 UTC |
13F-HR |
Harbor Asset Planning, Inc. |
2025 Q4
|
442
|
$116,994,863
|
| 26 Jan 2026, 07:47:21 UTC |
13F-HR |
DeLarme Wealth Management, Inc. |
2025 Q4
|
62
|
$140,814,684
|
| 26 Jan 2026, 14:00:09 UTC |
13F-HR |
BOYUM WEALTH ARCHITECTS LLC |
2025 Q4
|
73
|
$213,945,701
|
| 26 Jan 2026, 11:08:00 UTC |
13F-HR |
SWF LLC |
2025 Q4
|
10
|
$988,827,910
|
| 26 Jan 2026, 10:54:34 UTC |
13F-HR |
Dynamic Financial Group |
2025 Q4
|
69
|
$117,218,756
|
| 26 Jan 2026, 15:31:18 UTC |
13F-HR |
Apex Wealth Management, LLC |
2025 Q4
|
50
|
$98,473,532
|
| 26 Jan 2026, 11:28:45 UTC |
13F-HR |
Yoffe Investment Management, LLC |
2025 Q4
|
112
|
$78,329,542
|
| 26 Jan 2026, 12:29:30 UTC |
13F-HR |
Mountain Hill Investment Partners Corp. |
2025 Q4
|
218
|
$139,633,118
|
| 26 Jan 2026, 13:24:33 UTC |
13F-HR |
Variant Private Wealth, LLC |
2025 Q4
|
40
|
$96,248,211
|
| 26 Jan 2026, 07:42:24 UTC |
13F-HR |
Drum Hill Capital, LLC |
2025 Q4
|
49
|
$96,244,817
|
| 23 Jan 2026, 18:30:04 UTC |
13F-HR |
MOKAN Wealth Management Inc. |
2025 Q4
|
103
|
$225,428,046
|
| 26 Jan 2026, 12:51:00 UTC |
13F-HR |
Grey Rock Energy Management, LLC |
2025 Q4
|
1
|
$259,750,049
|
| 26 Jan 2026, 15:35:12 UTC |
13F-HR |
Inman Jager Wealth Management, LLC |
2025 Q4
|
81
|
$163,323,315
|
| 26 Jan 2026, 15:40:01 UTC |
13F-HR |
Berkeley, Inc |
2025 Q4
|
79
|
$314,465,678
|
| 26 Jan 2026, 10:58:36 UTC |
13F-HR |
Haven Global Partners, LLC |
2025 Q4
|
10
|
$136,112,760
|
| 26 Jan 2026, 15:38:38 UTC |
13F-HR |
Rolek Wealth Management LLC |
2025 Q4
|
21
|
$145,855,839
|
| 23 Jan 2026, 18:06:56 UTC |
13F-HR |
Reyes Financial Architecture, Inc. |
2025 Q4
|
387
|
$164,168,665
|
| 26 Jan 2026, 14:17:22 UTC |
13F-HR |
Nabity-Jensen Investment Management Inc |
2025 Q4
|
70
|
$147,653,099
|
| 26 Jan 2026, 13:12:51 UTC |
13F-HR |
SMART Wealth LLC |
2025 Q4
|
188
|
$328,031,508
|
| 23 Jan 2026, 18:38:58 UTC |
13F-HR |
WASHINGTON GROWTH STRATEGIES LLC |
2025 Q4
|
56
|
$154,668,629
|
| 26 Jan 2026, 17:08:17 UTC |
13F-HR |
Next Level Wealth Planning, LLC |
2025 Q4
|
66
|
$187,910,402
|
| 23 Jan 2026, 18:33:30 UTC |
13F-HR |
BCS Private Wealth Management, Inc. |
2025 Q4
|
175
|
$292,662,872
|
| 26 Jan 2026, 16:04:01 UTC |
13F-HR |
Bretton Capital Management, LLC |
2025 Q4
|
18
|
$119,498,202
|
| 26 Jan 2026, 08:58:07 UTC |
13F-HR |
Investments Towarzystwo Funduszy Inwestycyjnych Generali |
2025 Q4
|
141
|
$205,495,352
|
| 26 Jan 2026, 06:04:16 UTC |
13F-HR |
Powszechne Towarzystwo Emerytalne Generali |
2025 Q4
|
30
|
$584,647,321
|
| 26 Jan 2026, 10:16:49 UTC |
13F-HR |
Lightrock Netherlands B.V. |
2025 Q4
|
39
|
$394,819,871
|
| 23 Jan 2026, 18:39:36 UTC |
13F-HR |
Integrated Capital Management, LLC |
2025 Q4
|
57
|
$232,548,450
|
| 26 Jan 2026, 16:24:04 UTC |
13F-HR |
Global Wealth Management, LLC |
2025 Q4
|
41
|
$185,834,927
|
| 23 Jan 2026, 18:33:47 UTC |
13F-HR |
Code Waechter LLC |
2025 Q4
|
108
|
$155,722,932
|
| 23 Jan 2026, 18:45:37 UTC |
13F-HR |
Luminvest Wealth Management LLC |
2025 Q4
|
50
|
$360,434,338
|
| 26 Jan 2026, 10:28:48 UTC |
13F-HR |
Nicholson Wealth Management Group, LLC |
2025 Q4
|
108
|
$170,385,089
|
| 26 Jan 2026, 13:19:03 UTC |
13F-HR |
LifeWealth Investments, LLC |
2025 Q4
|
154
|
$315,768,984
|
| 26 Jan 2026, 14:57:45 UTC |
13F-HR/A |
LifeWealth Investments, LLC |
2025 Q3 - New Holdings
|
147
|
$303,529,583
|
| 26 Jan 2026, 14:44:20 UTC |
13F-HR/A |
LifeWealth Investments, LLC |
2025 Q2 - New Holdings
|
151
|
$275,137,308
|
| 26 Jan 2026, 14:21:16 UTC |
13F-HR/A |
LifeWealth Investments, LLC |
2025 Q1 - New Holdings
|
127
|
$207,945,016
|
| 26 Jan 2026, 15:00:44 UTC |
13F-HR |
Transcendent Capital Group LLC |
2025 Q4
|
117
|
$220,907,534
|
| 26 Jan 2026, 14:17:35 UTC |
13F-HR |
Oceanside Advisors LLC |
2025 Q4
|
50
|
$164,964,947
|
| 23 Jan 2026, 18:41:51 UTC |
13F-HR |
SEAMOUNT FINANCIAL GROUP INC |
2025 Q4
|
132
|
$220,215,935
|
| 26 Jan 2026, 09:02:52 UTC |
13F-HR |
Northwest Financial Advisors |
2025 Q4
|
66
|
$48,619,604
|
| 26 Jan 2026, 12:19:31 UTC |
13F-HR |
Discipline Wealth Solutions, LLC |
2025 Q4
|
168
|
$539,478,697
|
| 26 Jan 2026, 10:06:21 UTC |
13F-HR |
United Advisor Group, LLC |
2025 Q4
|
469
|
$778,898,393
|
| 26 Jan 2026, 08:05:52 UTC |
13F-HR |
Austin Wealth Management, LLC |
2025 Q4
|
164
|
$676,872,371
|
| 26 Jan 2026, 12:25:50 UTC |
13F-HR |
Melissa S. Kampmann |
2025 Q4
|
41
|
$135,216,360
|
| 23 Jan 2026, 18:30:39 UTC |
13F-HR |
DORVAL Corp |
2025 Q4
|
43
|
$313,268,740
|
| 26 Jan 2026, 15:51:29 UTC |
13F-HR |
IAMS WEALTH MANAGEMENT, LLC |
2025 Q4
|
187
|
$277,042,619
|
| 23 Jan 2026, 18:16:40 UTC |
13F-HR |
Red Mountain Financial, LLC |
2025 Q4
|
76
|
$101,874,446
|
| 26 Jan 2026, 15:27:26 UTC |
13F-HR |
Slocum, Gordon & Co LLP |
2025 Q4
|
60
|
$138,050,090
|
| 26 Jan 2026, 12:27:17 UTC |
13F-HR |
Prosperity Financial Group, Inc. |
2025 Q4
|
180
|
$277,456,246
|
| 26 Jan 2026, 15:29:13 UTC |
13F-HR |
MIDLAND WEALTH ADVISORS, LLC |
2025 Q4
|
164
|
$1,921,610,293
|
| 26 Jan 2026, 14:30:20 UTC |
13F-HR |
Trellis Wealth Advisors LLC |
2025 Q4
|
44
|
$255,701,417
|
| 26 Jan 2026, 09:22:34 UTC |
13F-HR |
Slagle Financial, LLC |
2025 Q4
|
118
|
$286,362,369
|
| 23 Jan 2026, 19:09:01 UTC |
13F-HR |
Decker Retirement Planning Inc. |
2025 Q4
|
230
|
$201,146,259
|
| 26 Jan 2026, 15:47:41 UTC |
13F-HR |
O'Connor Financial Group LLC |
2025 Q4
|
59
|
$250,761,841
|
| 30 Jan 2026, 19:29:49 UTC |
13F-HR |
Pegasus Asset Management, Inc. |
2025 Q4
|
68
|
$324,846,310
|
| 26 Jan 2026, 08:04:03 UTC |
13F-HR |
PFG Investments, LLC |
2025 Q4
|
1,150
|
$2,122,564,217
|
| 02 Feb 2026, 09:13:01 UTC |
13F-HR |
One Wealth Advisors, LLC |
2025 Q4
|
298
|
$817,000,094
|
| 26 Jan 2026, 08:02:52 UTC |
13F-HR |
Consolidated Portfolio Review Corp |
2025 Q4
|
34
|
$1,157,421,358
|
| 02 Feb 2026, 11:17:03 UTC |
13F-HR |
Sawyer & Company, Inc |
2025 Q4
|
206
|
$282,599,571
|
| 26 Jan 2026, 09:27:49 UTC |
13F-HR |
LBP AM SA |
2025 Q4
|
408
|
$8,625,436,571
|
| 26 Jan 2026, 15:30:16 UTC |
13F-HR |
LUTS & GREENLEIGH GROUP, INC. |
2025 Q4
|
87
|
$117,705,147
|
| 26 Jan 2026, 16:44:11 UTC |
13F-HR |
Lakewood Asset Management LLC |
2025 Q4
|
105
|
$170,219,688
|
| 23 Jan 2026, 18:45:07 UTC |
13F-HR |
Massachusetts Wealth Management |
2025 Q4
|
93
|
$214,916,694
|
| 23 Jan 2026, 18:32:48 UTC |
13F-HR |
Atlas Wealth Partners, LLC |
2025 Q4
|
64
|
$90,977,535
|
| 30 Jan 2026, 19:53:13 UTC |
13F-HR |
Savoir Faire Capital Management, L.P. |
2025 Q4
|
42
|
$211,021,153
|
| 02 Feb 2026, 13:58:47 UTC |
13F-HR |
Lattice Capital Management, LLC |
2025 Q4
|
21
|
$71,294,132
|
| 26 Jan 2026, 16:40:16 UTC |
13F-HR |
Main Street Group, LTD |
2025 Q4
|
90
|
$289,944,012
|
| 23 Jan 2026, 18:26:39 UTC |
13F-HR |
QUARRY HILL ADVISORS, LLC |
2025 Q4
|
50
|
$215,198,530
|
| 26 Jan 2026, 17:30:22 UTC |
13F-HR |
Moran Wealth Management, LLC |
2025 Q4
|
485
|
$3,261,944,122
|
| 26 Jan 2026, 10:00:08 UTC |
13F-HR |
Hassell Wealth Management, LLC |
2025 Q4
|
26
|
$299,041,858
|
| 26 Jan 2026, 17:23:22 UTC |
13F-HR |
River Street Advisors LLC |
2025 Q4
|
167
|
$266,868,288
|
| 26 Jan 2026, 08:03:53 UTC |
13F-HR |
PPSC Investment Service Corp |
2025 Q4
|
8
|
$1,339,742,947
|
| 02 Feb 2026, 15:19:33 UTC |
13F-HR |
Varma Mutual Pension Insurance Co |
2025 Q4
|
308
|
$16,538,994,435
|
| 23 Jan 2026, 18:44:49 UTC |
13F-HR |
David Kennon Inc |
2025 Q4
|
38
|
$281,348,431
|
| 02 Feb 2026, 15:02:20 UTC |
13F-HR |
Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q4
|
333
|
$357,232,000
|
| 23 Jan 2026, 17:54:42 UTC |
13F-HR |
Fee-Only Financial Planning, L.C. |
2025 Q4
|
42
|
$171,537,735
|
| 30 Jan 2026, 19:27:59 UTC |
13F-HR |
GenTrust, LLC |
2025 Q4
|
273
|
$2,309,202,053
|
| 26 Jan 2026, 10:46:13 UTC |
13F-HR |
Dakota Community Bank & Trust NA |
2025 Q4
|
101
|
$29,145,246
|
| 26 Jan 2026, 10:29:44 UTC |
13F-HR |
Second Half Financial Partners, LLC |
2025 Q4
|
102
|
$225,248,003
|
| 30 Jan 2026, 20:15:59 UTC |
13F-HR |
Mutual Advisors, LLC |
2025 Q4
|
1,289
|
$4,664,807,329
|