| 04 Feb 2026, 18:36:48 UTC |
13F-HR |
BG Investment Services, LLC |
2025 Q4
|
45
|
$112,227,779
|
| 05 Feb 2026, 16:43:56 UTC |
13F-HR |
TUCKER ASSET MANAGEMENT LLC |
2025 Q4
|
1,080
|
$343,404,203
|
| 26 Jan 2026, 15:56:33 UTC |
13F-HR |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2025 Q4
|
113
|
$365,351,139
|
| 26 Jan 2026, 09:04:16 UTC |
13F-HR |
DIVERSIFIED MANAGEMENT INC |
2025 Q4
|
177
|
$428,469,634
|
| 26 Jan 2026, 16:22:21 UTC |
13F-HR |
GRACE & WHITE INC /NY |
2025 Q4
|
134
|
$560,853,068
|
| 26 Jan 2026, 14:06:44 UTC |
13F-HR |
CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q4
|
110
|
$1,366,272,404
|
| 26 Jan 2026, 14:46:54 UTC |
13F-HR |
NORTHWESTERN UNIVERSITY |
2025 Q4
|
2
|
$15,671,000
|
| 05 Feb 2026, 11:23:01 UTC |
13F-HR |
WestBridge Capital Management, LLC |
2025 Q4
|
1
|
$163,895,935
|
| 26 Jan 2026, 13:45:37 UTC |
13F-HR |
PDS Planning, Inc |
2025 Q4
|
553
|
$1,496,971,868
|
| 26 Jan 2026, 15:01:38 UTC |
13F-HR |
DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2025 Q4
|
146
|
$8,821,419,682
|
| 05 Feb 2026, 12:05:29 UTC |
13F-HR |
Compton Financial Group, LLC |
2025 Q4
|
62
|
$441,607,101
|
| 26 Jan 2026, 08:51:13 UTC |
13F-HR |
First Bancorp, Inc /ME/ |
2025 Q4
|
127
|
$188,064,348
|
| 04 Feb 2026, 18:23:15 UTC |
13F-HR |
Wealthspring Capital LLC |
2025 Q4
|
183
|
$423,550,448
|
| 26 Jan 2026, 16:22:52 UTC |
13F-HR |
KIRR MARBACH & CO LLC /IN/ |
2025 Q4
|
58
|
$523,159,813
|
| 26 Jan 2026, 09:27:03 UTC |
13F-HR |
ROMAN BUTLER FULLERTON & CO |
2025 Q4
|
264
|
$376,956,688
|
| 05 Feb 2026, 12:49:21 UTC |
13F-HR |
Catawba River Capital |
2025 Q4
|
22
|
$224,791,477
|
| 04 Feb 2026, 18:31:58 UTC |
13F-HR |
Halter Ferguson Financial Inc. |
2025 Q4
|
35
|
$453,500,711
|
| 26 Jan 2026, 11:18:34 UTC |
13F-HR |
MEANS INVESTMENT CO., INC. |
2025 Q4
|
182
|
$1,186,996,486
|
| 26 Jan 2026, 12:17:11 UTC |
13F-HR |
ROBERT WOOD JOHNSON FOUNDATION |
2025 Q4
|
2
|
$123,875,180
|
| 05 Feb 2026, 12:49:58 UTC |
13F-HR |
Helikon Investments Ltd |
2025 Q4
|
17
|
$1,885,284,070
|
| 26 Jan 2026, 14:04:44 UTC |
13F-HR |
WRIGHT INVESTORS SERVICE INC |
2025 Q4
|
147
|
$333,099,303
|
| 05 Feb 2026, 13:51:51 UTC |
13F-HR |
CMG Global Holdings, LLC |
2025 Q4
|
96
|
$225,296,117
|
| 05 Feb 2026, 09:36:07 UTC |
13F-HR |
Legacy Financial Group LLC |
2025 Q4
|
118
|
$809,338,398
|
| 23 Jan 2026, 14:34:36 UTC |
13F-HR |
Calder Financial LLC |
2025 Q4
|
39
|
$101,855,613
|
| 23 Jan 2026, 17:22:03 UTC |
13F-HR |
John S. & James L. Knight Foundation, Inc. |
2025 Q4
|
3
|
$131,120,133
|
| 23 Jan 2026, 14:56:37 UTC |
13F-HR |
JM2 Capital Inc. |
2025 Q4
|
110
|
$124,410,993
|
| 23 Jan 2026, 17:05:01 UTC |
13F-HR |
Split Rock Private Trading & Wealth Management, LLC |
2025 Q4
|
36
|
$124,769,734
|
| 23 Jan 2026, 14:04:30 UTC |
13F-HR |
Hudson Oak Wealth Advisory LLC |
2025 Q4
|
55
|
$113,348,922
|
| 23 Jan 2026, 06:02:43 UTC |
13F-HR |
Luma Capital S.A. - SPF |
2025 Q4
|
11
|
$106,586,101
|
| 23 Jan 2026, 06:10:41 UTC |
13F-HR |
Integrated Financial Solutions, Inc. |
2025 Q4
|
32
|
$140,623,281
|
| 05 Feb 2026, 12:35:33 UTC |
13F-HR |
Tennessee Valley Asset Management Partners |
2025 Q4
|
179
|
$771,265,440
|
| 05 Feb 2026, 14:36:47 UTC |
13F-HR |
Hiddenite Capital Partners LP |
2025 Q4
|
18
|
$193,791,736
|
| 04 Feb 2026, 17:39:04 UTC |
13F-HR |
Navalign, LLC |
2025 Q4
|
510
|
$407,448,274
|
| 05 Feb 2026, 09:02:51 UTC |
13F-HR |
AM INVESTMENT STRATEGIES LLC |
2025 Q4
|
116
|
$480,474,000
|
| 05 Feb 2026, 16:52:54 UTC |
13F-HR |
Independent Solutions Wealth Management, LLC |
2025 Q4
|
173
|
$544,311,772
|
| 04 Feb 2026, 18:33:14 UTC |
13F-HR |
NDWM LLC |
2025 Q4
|
33
|
$151,131,677
|
| 23 Jan 2026, 14:20:38 UTC |
13F-HR |
Third View Private Wealth, LLC |
2025 Q4
|
269
|
$742,915,167
|
| 23 Jan 2026, 06:40:14 UTC |
13F-HR |
Gibbs Wealth Management |
2025 Q4
|
324
|
$412,416,952
|
| 04 Feb 2026, 19:05:52 UTC |
13F-HR |
Atlas Private Wealth Advisors |
2025 Q4
|
134
|
$427,969,597
|
| 23 Jan 2026, 16:43:51 UTC |
13F-HR |
LOM Asset Management Ltd |
2025 Q4
|
277
|
$345,157,018
|
| 05 Feb 2026, 17:18:35 UTC |
13F-HR |
Intrua Financial, LLC |
2025 Q4
|
456
|
$911,422,360
|
| 05 Feb 2026, 15:07:59 UTC |
13F-HR |
Disciplined Investments, LLC |
2025 Q4
|
130
|
$260,137,526
|
| 23 Jan 2026, 16:31:36 UTC |
13F-HR |
OPTIMA CAPITAL LLC |
2025 Q4
|
1,407
|
$230,890,807
|
| 05 Feb 2026, 08:01:47 UTC |
13F-HR/A |
Delta Accumulation, LLC |
2025 Q4 - Restatement
|
26
|
$98,184,747
|
| 23 Jan 2026, 17:00:30 UTC |
13F-HR |
Legacy Advisory Services, LLC |
2025 Q4
|
50
|
$133,024,692
|
| 23 Jan 2026, 13:27:07 UTC |
13F-HR |
Uptown Financial Advisors LLC |
2025 Q4
|
74
|
$117,399,306
|
| 05 Feb 2026, 16:33:48 UTC |
13F-HR |
High Note Wealth, LLC |
2025 Q4
|
908
|
$510,688,350
|
| 23 Jan 2026, 14:49:14 UTC |
13F-HR |
Summit Financial Consulting LLC |
2025 Q4
|
43
|
$137,718,279
|
| 23 Jan 2026, 08:59:47 UTC |
13F-HR |
Kagan Cocozza Asset Management |
2025 Q4
|
64
|
$140,597,504
|
| 22 Jan 2026, 18:11:09 UTC |
13F-HR |
SFM, LLC |
2025 Q4
|
60
|
$170,656,724
|
| 05 Feb 2026, 11:59:53 UTC |
13F-HR/A |
Quent Long Short Global Small Cap Fund, LP |
2025 Q4 - Restatement
|
0
|
$0
|
| 23 Jan 2026, 17:17:53 UTC |
13F-HR |
BINGHAM PRIVATE WEALTH, LLC |
2025 Q4
|
151
|
$115,110,273
|
| 05 Feb 2026, 10:51:44 UTC |
13F-HR |
Bright Futures Wealth Management, LLC. |
2025 Q4
|
162
|
$135,102,629
|
| 22 Jan 2026, 17:46:26 UTC |
13F-HR |
SpringVest Wealth Management LLC |
2025 Q4
|
73
|
$143,500,799
|
| 05 Feb 2026, 10:33:13 UTC |
13F-HR |
PAX Financial Group, LLC |
2025 Q4
|
207
|
$579,919,359
|
| 23 Jan 2026, 10:57:40 UTC |
13F-HR |
Bayhunt Capital LLC |
2025 Q4
|
18
|
$181,111,003
|
| 05 Feb 2026, 12:59:51 UTC |
13F-HR |
Center for Financial Planning, Inc. |
2025 Q4
|
702
|
$961,115,556
|
| 23 Jan 2026, 15:36:55 UTC |
13F-HR |
Ball & Co Wealth Management Inc. |
2025 Q4
|
70
|
$155,282,000
|
| 23 Jan 2026, 10:50:35 UTC |
13F-HR |
Blue Sky Capital Consultants Group, Inc. |
2025 Q4
|
75
|
$228,864,434
|
| 05 Feb 2026, 11:42:46 UTC |
13F-HR |
Sculati Wealth Management, LLC |
2025 Q4
|
116
|
$283,679,036
|
| 23 Jan 2026, 15:06:08 UTC |
13F-HR |
Putney Financial Group LLC |
2025 Q4
|
79
|
$106,976,719
|
| 23 Jan 2026, 11:57:44 UTC |
13F-HR |
Lunate Capital Ltd |
2025 Q4
|
6
|
$264,258,501
|
| 23 Jan 2026, 16:50:37 UTC |
13F-HR |
CURA WEALTH ADVISORS, LLC |
2025 Q4
|
141
|
$263,811,281
|
| 04 Feb 2026, 18:28:07 UTC |
13F-HR |
Petix & Botte Co |
2025 Q4
|
133
|
$440,800,912
|
| 22 Jan 2026, 18:11:42 UTC |
13F-HR |
Vestment Financial LLC |
2025 Q4
|
44
|
$192,828,550
|
| 05 Feb 2026, 09:11:40 UTC |
13F-HR |
Wealth Advisors of Iowa, LLC |
2025 Q4
|
84
|
$304,548,579
|
| 23 Jan 2026, 17:07:51 UTC |
13F-HR |
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
2025 Q4
|
85
|
$111,284,956
|
| 23 Jan 2026, 12:38:40 UTC |
13F-HR |
Sage Investment Counsel LLC |
2025 Q4
|
123
|
$90,896,355
|
| 05 Feb 2026, 16:23:43 UTC |
13F-HR |
Soltis Investment Advisors LLC |
2025 Q4
|
529
|
$1,540,759,081
|
| 22 Jan 2026, 17:46:05 UTC |
13F-HR |
RFG - Bristol Wealth Advisors, LLC |
2025 Q4
|
175
|
$359,015,854
|
| 04 Feb 2026, 18:38:16 UTC |
13F-HR |
Stonebridge Financial Planning Group, LLC |
2025 Q4
|
168
|
$277,007,138
|
| 23 Jan 2026, 17:10:10 UTC |
13F-HR |
Warburton Capital Management, LLC |
2025 Q4
|
61
|
$177,074,000
|
| 04 Feb 2026, 18:38:25 UTC |
13F-HR |
HighMark Wealth Management LLC |
2025 Q4
|
584
|
$245,369,272
|
| 23 Jan 2026, 17:01:05 UTC |
13F-HR |
FORTRESS FINANCIAL GROUP, LLC |
2025 Q4
|
81
|
$135,455,446
|
| 23 Jan 2026, 12:32:32 UTC |
13F-HR |
Atala Financial Inc |
2025 Q4
|
122
|
$154,327,952
|
| 04 Feb 2026, 18:29:44 UTC |
13F-HR |
WJ Wealth Management, LLC |
2025 Q4
|
70
|
$228,419,799
|
| 22 Jan 2026, 17:55:18 UTC |
13F-HR |
Journey Beyond Wealth, LLC |
2025 Q4
|
31
|
$125,723,120
|
| 05 Feb 2026, 11:33:44 UTC |
13F-HR |
AMJ Financial Wealth Management |
2025 Q4
|
87
|
$416,367,968
|
| 23 Jan 2026, 10:52:55 UTC |
13F-HR |
PMG Wealth Management, Inc. |
2025 Q4
|
56
|
$136,451,961
|
| 05 Feb 2026, 09:35:47 UTC |
13F-HR |
SkyOak Wealth, LLC |
2025 Q4
|
250
|
$555,980,055
|
| 23 Jan 2026, 11:32:22 UTC |
13F-HR |
CATHY PARETO & ASSOCIATES, INC |
2025 Q4
|
92
|
$144,071,085
|
| 23 Jan 2026, 11:45:01 UTC |
13F-HR |
FFG Partners, LLC |
2025 Q4
|
39
|
$344,895,563
|
| 05 Feb 2026, 15:31:42 UTC |
13F-HR |
ARBOR TRUST WEALTH ADVISORS, LLC |
2025 Q4
|
82
|
$228,668,664
|
| 22 Jan 2026, 17:47:41 UTC |
13F-HR |
Vested Financial Planning, LLC |
2025 Q4
|
30
|
$129,860,093
|
| 22 Jan 2026, 17:42:35 UTC |
13F-HR |
Prosperity Advisers, LLC |
2025 Q4
|
40
|
$121,139,918
|
| 05 Feb 2026, 16:53:54 UTC |
13F-HR |
Ranch Capital Advisors Inc. |
2025 Q4
|
153
|
$271,690,008
|
| 23 Jan 2026, 14:17:17 UTC |
13F-HR |
Axos Invest Inc. |
2025 Q4
|
22
|
$136,041,856
|
| 23 Jan 2026, 12:11:33 UTC |
13F-HR |
Old North State Wealth Management, LLC |
2025 Q4
|
118
|
$212,787,435
|
| 22 Jan 2026, 18:04:53 UTC |
13F-HR |
Fortress Financial Solutions, LLC |
2025 Q4
|
59
|
$97,740,025
|
| 23 Jan 2026, 12:17:21 UTC |
13F-HR |
PARAGON CAPITAL MANAGEMENT INC |
2025 Q4
|
74
|
$129,289,373
|
| 23 Jan 2026, 06:17:28 UTC |
13F-HR |
Gilbert Capital Group, Inc. |
2025 Q4
|
53
|
$133,048,983
|
| 23 Jan 2026, 15:53:50 UTC |
13F-HR |
Meridian Financial Advisors, LLC |
2025 Q4
|
141
|
$183,624,932
|
| 04 Feb 2026, 18:31:06 UTC |
13F-HR |
Triton Wealth Management, PLLC |
2025 Q4
|
126
|
$265,574,588
|
| 22 Jan 2026, 17:53:52 UTC |
13F-HR |
Stanich Group LLC |
2025 Q4
|
47
|
$132,620,416
|
| 23 Jan 2026, 10:22:59 UTC |
13F-HR |
Kelsey Financial, LLC |
2025 Q4
|
62
|
$116,414,922
|
| 23 Jan 2026, 10:25:48 UTC |
13F-HR |
BRIGHT FINANCIAL ADVISORS, INC. |
2025 Q4
|
65
|
$211,741,273
|
| 22 Jan 2026, 17:55:53 UTC |
13F-HR |
Diversify Advisory Services, LLC |
2025 Q4
|
910
|
$3,155,966,685
|
| 22 Jan 2026, 18:06:33 UTC |
13F-HR |
McCarthy & Cox |
2025 Q4
|
18
|
$8,250,365
|
| 23 Jan 2026, 16:41:33 UTC |
13F-HR |
Cove Private Wealth, LLC |
2025 Q4
|
159
|
$335,838,697
|
| 23 Jan 2026, 14:20:32 UTC |
13F-HR |
Power Alpha Investment Ltd |
2025 Q4
|
5
|
$972,800,704
|