| 23 Jan 2026, 17:14:42 UTC |
13F-HR |
Sunpointe, LLC |
2025 Q4
|
261
|
$301,590,885
|
| 23 Jan 2026, 15:14:33 UTC |
13F-HR |
ALLEN WEALTH MANAGEMENT, LLC |
2025 Q4
|
60
|
$166,187,872
|
| 23 Jan 2026, 11:39:51 UTC |
13F-HR |
Private Wealth Management Group, LLC |
2025 Q4
|
1,466
|
$374,405,586
|
| 23 Jan 2026, 16:38:05 UTC |
13F-HR |
Mustard Seed Financial, LLC |
2025 Q4
|
86
|
$159,071,855
|
| 23 Jan 2026, 12:38:19 UTC |
13F-HR |
Gilliland Jeter Wealth Management LLC |
2025 Q4
|
174
|
$330,844,417
|
| 22 Jan 2026, 17:54:21 UTC |
13F-HR |
Fonville Wealth Management LLC |
2025 Q4
|
127
|
$489,104,284
|
| 23 Jan 2026, 11:29:49 UTC |
13F-HR |
Mastercard Foundation Asset Management Corp |
2025 Q4
|
3
|
$41,099,579,531
|
| 23 Jan 2026, 16:49:36 UTC |
13F-HR |
Tyche Wealth Partners LLC |
2025 Q4
|
336
|
$629,753,543
|
| 23 Jan 2026, 16:35:52 UTC |
13F-HR |
Keener Financial Planning LLC |
2025 Q4
|
58
|
$231,397,000
|
| 23 Jan 2026, 13:34:07 UTC |
13F-HR |
VISIONARY HORIZONS, LLC |
2025 Q4
|
113
|
$193,344,968
|
| 23 Jan 2026, 11:50:01 UTC |
13F-HR |
FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q4
|
66
|
$354,595,281
|
| 23 Jan 2026, 17:11:03 UTC |
13F-HR |
Farther Finance Advisors, LLC |
2025 Q4
|
5,410
|
$9,317,085,627
|
| 23 Jan 2026, 16:28:25 UTC |
13F-HR |
CJM Wealth Advisers, Ltd. |
2025 Q4
|
74
|
$334,305,870
|
| 23 Jan 2026, 13:23:55 UTC |
13F-HR |
Aspect Partners, LLC |
2025 Q4
|
709
|
$228,465,799
|
| 23 Jan 2026, 11:48:02 UTC |
13F-HR |
ABLE Financial Group, LLC |
2025 Q4
|
210
|
$492,330,265
|
| 23 Jan 2026, 14:48:42 UTC |
13F-HR |
Invera Wealth Advisors, LLC |
2025 Q4
|
90
|
$158,258,035
|
| 23 Jan 2026, 13:40:04 UTC |
13F-HR |
State Insurance Fund |
2025 Q4
|
1
|
$227,250,440
|
| 23 Jan 2026, 13:57:42 UTC |
13F-HR |
Portman Square Capital LLP |
2025 Q4
|
40
|
$575,977,119
|
| 23 Jan 2026, 12:28:02 UTC |
13F-HR |
Destiny Capital Corp/CO |
2025 Q4
|
54
|
$194,318,919
|
| 23 Jan 2026, 13:38:47 UTC |
13F-HR |
WATERSHED PRIVATE WEALTH LLC |
2025 Q4
|
115
|
$333,390,125
|
| 23 Jan 2026, 16:58:37 UTC |
13F-HR |
GRITSTONE ASSET MANAGEMENT LLC |
2025 Q4
|
148
|
$104,802,609
|
| 22 Jan 2026, 17:59:43 UTC |
13F-HR |
Windle Wealth, LLC |
2025 Q4
|
34
|
$223,227,582
|
| 23 Jan 2026, 09:09:07 UTC |
13F-HR/A |
HF Advisory Group, LLC |
2025 Q4 - Restatement
|
168
|
$286,637,473
|
| 23 Jan 2026, 09:06:37 UTC |
13F-HR |
INTEGRATED WEALTHCARE, LLC |
2025 Q4
|
28
|
$118,929,554
|
| 23 Jan 2026, 17:29:20 UTC |
13F-HR |
LAM GROUP, INC. |
2025 Q4
|
75
|
$174,731,149
|
| 22 Jan 2026, 19:03:59 UTC |
13F-HR |
Kooman & Associates |
2025 Q4
|
52
|
$338,075,433
|
| 23 Jan 2026, 08:19:29 UTC |
13F-HR |
Fortune Financial Advisors, LLC |
2025 Q4
|
99
|
$148,319,939
|
| 22 Jan 2026, 18:09:09 UTC |
13F-HR |
Mainsail Financial Group, LLC |
2025 Q4
|
63
|
$240,385,571
|
| 23 Jan 2026, 17:06:52 UTC |
13F-HR |
GUIDANCE CAPITAL, INC |
2025 Q4
|
222
|
$409,204,916
|
| 23 Jan 2026, 16:19:19 UTC |
13F-HR |
Creative Capital Management Investments LLC |
2025 Q4
|
310
|
$331,417,981
|
| 23 Jan 2026, 11:50:54 UTC |
13F-HR |
James J. Burns & Company, LLC |
2025 Q4
|
161
|
$724,712,688
|
| 23 Jan 2026, 12:32:03 UTC |
13F-HR |
FSM Wealth Advisors, LLC |
2025 Q4
|
305
|
$731,115,849
|
| 23 Jan 2026, 12:42:35 UTC |
13F-HR |
Highland Financial Advisors, LLC |
2025 Q4
|
66
|
$360,653,800
|
| 23 Jan 2026, 12:27:01 UTC |
13F-HR |
RETIREMENT GUYS FORMULA LLC |
2025 Q4
|
150
|
$219,322,239
|
| 22 Jan 2026, 18:03:36 UTC |
13F-HR |
Wallace Advisory Group, LLC |
2025 Q4
|
128
|
$95,310,646
|
| 23 Jan 2026, 14:08:50 UTC |
13F-HR |
Sheridan Capital Management, LLC |
2025 Q4
|
35
|
$197,223,330
|
| 23 Jan 2026, 11:39:34 UTC |
13F-HR |
Smallwood Wealth Investment Management, LLC |
2025 Q4
|
506
|
$191,046,256
|
| 23 Jan 2026, 13:57:21 UTC |
13F-HR |
High Net Worth Advisory Group LLC |
2025 Q4
|
240
|
$433,877,599
|
| 23 Jan 2026, 16:48:32 UTC |
13F-HR |
Family CFO Inc |
2025 Q4
|
86
|
$223,605,677
|
| 23 Jan 2026, 14:18:33 UTC |
13F-HR |
Financial Futures Ltd Liability Co. |
2025 Q4
|
69
|
$215,767,582
|
| 22 Jan 2026, 18:04:01 UTC |
13F-HR |
Mid-American Wealth Advisory Group, Inc. |
2025 Q4
|
55
|
$236,707,933
|
| 04 Feb 2026, 20:39:07 UTC |
13F-HR |
Astoria Strategic Wealth, Inc. |
2025 Q4
|
35
|
$397,309,218
|
| 23 Jan 2026, 17:10:28 UTC |
13F-HR |
G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q4
|
71
|
$414,791,673
|
| 22 Jan 2026, 17:59:21 UTC |
13F-HR |
Bryant Woods Investment Advisors, LLC |
2025 Q4
|
49
|
$258,022,073
|
| 04 Feb 2026, 20:53:28 UTC |
13F-HR |
E Fund Management (Hong Kong) Co., Ltd. |
2025 Q4
|
396
|
$221,688,250
|
| 22 Jan 2026, 18:09:34 UTC |
13F-HR |
Kellett Wealth Advisors, LLC |
2025 Q4
|
79
|
$175,066,890
|
| 23 Jan 2026, 16:55:46 UTC |
13F-HR |
Investment Advisory Group, LLC |
2025 Q4
|
194
|
$388,693,513
|
| 04 Feb 2026, 21:46:35 UTC |
13F-HR |
Financial Strategies Group, Inc. |
2025 Q4
|
94
|
$552,446,136
|
| 23 Jan 2026, 09:55:36 UTC |
13F-HR/A |
GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q4 - Restatement
|
118
|
$692,509,982
|
| 22 Jan 2026, 18:07:59 UTC |
13F-HR |
Elevate Capital Advisors, LLC |
2025 Q4
|
78
|
$151,184,789
|
| 23 Jan 2026, 16:19:35 UTC |
13F-HR |
BCR Wealth Strategies, LLC |
2025 Q4
|
37
|
$301,570,000
|
| 23 Jan 2026, 14:28:34 UTC |
13F-HR/A |
Ervin Investment Management, LLC |
2025 Q4 - Restatement
|
44
|
$178,496,293
|
| 22 Jan 2026, 17:49:59 UTC |
13F-HR |
Eagle Strategies LLC |
2025 Q4
|
247
|
$782,965,411
|
| 05 Feb 2026, 13:43:18 UTC |
13F-HR |
O'Brien Greene & Co. Inc |
2025 Q4
|
136
|
$336,846,400
|
| 23 Jan 2026, 16:28:37 UTC |
13F-HR |
Financial Connections Group, Inc. |
2025 Q4
|
221
|
$290,936,000
|
| 23 Jan 2026, 16:41:08 UTC |
13F-HR |
Shore Point Advisors, LLC |
2025 Q4
|
75
|
$233,866,899
|
| 23 Jan 2026, 16:02:17 UTC |
13F-HR |
Evolution Advisers, Inc. |
2025 Q4
|
159
|
$230,671,000
|
| 23 Jan 2026, 16:00:11 UTC |
13F-HR |
Evolution Advisers, Inc. |
2025 Q3
|
151
|
$222,076,000
|
| 04 Feb 2026, 20:03:09 UTC |
13F-HR |
Western Wealth Management, LLC |
2025 Q4
|
829
|
$2,167,550,864
|
| 23 Jan 2026, 15:52:48 UTC |
13F-HR |
Lynch Asset Management, Inc. |
2025 Q4
|
52
|
$318,068,949
|
| 23 Jan 2026, 06:25:10 UTC |
13F-HR |
Bowman & Co S.C. |
2025 Q4
|
118
|
$237,440,021
|
| 05 Feb 2026, 12:33:22 UTC |
13F-HR |
TLW Wealth Management, LLC |
2025 Q4
|
19
|
$173,394,583
|
| 23 Jan 2026, 13:26:58 UTC |
13F-HR |
FOREFRONT WEALTH MANAGEMENT INC. |
2025 Q4
|
71
|
$139,374,949
|
| 05 Feb 2026, 10:45:12 UTC |
13F-HR |
Qsemble Capital Management, LP |
2025 Q4
|
465
|
$1,208,945,472
|
| 05 Feb 2026, 11:38:53 UTC |
13F-HR |
PRUDENT INVESTORS NETWORK, INC. |
2025 Q4
|
73
|
$435,782,478
|
| 04 Feb 2026, 18:30:02 UTC |
13F-HR |
Meridian Financial Partners LLC |
2025 Q4
|
118
|
$252,809,301
|
| 05 Feb 2026, 14:43:45 UTC |
13F-HR |
Evergreen Advisors, LLC |
2025 Q4
|
24
|
$410,036,262
|
| 04 Feb 2026, 18:38:36 UTC |
13F-HR |
Sage Financial Management Group, Inc. |
2025 Q4
|
58
|
$327,391,354
|
| 05 Feb 2026, 11:24:39 UTC |
13F-HR |
Dash Acquisitions Inc. |
2025 Q4
|
68
|
$479,766,143
|
| 23 Jan 2026, 06:22:14 UTC |
13F-HR |
Family Investment Center, Inc. |
2025 Q4
|
97
|
$495,197,886
|
| 23 Jan 2026, 11:21:29 UTC |
13F-HR |
Andrew Hill Investment Advisors, Inc. |
2025 Q4
|
47
|
$131,295,447
|
| 23 Jan 2026, 13:40:14 UTC |
13F-HR |
FOURPATH CAPITAL MANAGEMENT, LLC |
2025 Q4
|
228
|
$730,751,252
|
| 23 Jan 2026, 15:29:42 UTC |
13F-HR |
FIDELIS iM, LLC |
2025 Q4
|
25
|
$257,544,274
|
| 23 Jan 2026, 08:35:10 UTC |
13F-HR |
DARA CAPITAL US, INC. |
2025 Q4
|
119
|
$112,960,725
|
| 05 Feb 2026, 12:53:57 UTC |
13F-HR |
Sherman Asset Management, Inc. |
2025 Q4
|
144
|
$118,095,683
|
| 22 Jan 2026, 17:51:20 UTC |
13F-HR |
Strong Tower Advisory Services |
2025 Q4
|
97
|
$558,466,387
|
| 05 Feb 2026, 11:30:45 UTC |
13F-HR |
USAdvisors Wealth Management, LLC |
2025 Q4
|
136
|
$303,135,000
|
| 22 Jan 2026, 18:00:55 UTC |
13F-HR |
Twelve Points Wealth Management LLC |
2025 Q4
|
196
|
$444,266,869
|
| 05 Feb 2026, 14:48:45 UTC |
13F-HR |
Rossmore Private Capital |
2025 Q4
|
331
|
$1,117,071,640
|
| 23 Jan 2026, 15:51:55 UTC |
13F-HR |
Pinnacle Wealth Management Group, Inc. |
2025 Q4
|
126
|
$200,164,085
|
| 05 Feb 2026, 11:15:14 UTC |
13F-HR |
Paulson Wealth Management Inc. |
2025 Q4
|
136
|
$432,928,920
|
| 23 Jan 2026, 14:40:03 UTC |
13F-HR |
Eagle Bay Advisors LLC |
2025 Q4
|
257
|
$136,952,831
|
| 05 Feb 2026, 15:00:36 UTC |
13F-HR |
Requisite Capital Management, LLC |
2025 Q4
|
123
|
$527,187,183
|
| 23 Jan 2026, 09:29:37 UTC |
13F-HR |
Ashford Advisors, LLC |
2025 Q4
|
20
|
$456,716,479
|
| 05 Feb 2026, 11:04:42 UTC |
13F-HR |
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York |
2025 Q4
|
2
|
$241,468,959
|
| 22 Jan 2026, 17:34:47 UTC |
13F-HR |
COERENTE CAPITAL MANAGEMENT |
2025 Q4
|
49
|
$547,986,434
|
| 05 Feb 2026, 17:00:59 UTC |
13F-HR |
Rainwater Charitable Foundation |
2025 Q4
|
4
|
$169,457,483
|
| 04 Feb 2026, 18:39:16 UTC |
13F-HR |
Landmark Wealth Management, LLC |
2025 Q4
|
88
|
$261,319,632
|
| 23 Jan 2026, 13:20:58 UTC |
13F-HR |
TECTONIC ADVISORS LLC |
2025 Q4
|
319
|
$1,896,412,545
|
| 04 Feb 2026, 18:39:46 UTC |
13F-HR |
Castle Rock Wealth Management, LLC |
2025 Q4
|
261
|
$461,865,099
|
| 23 Jan 2026, 09:08:22 UTC |
13F-HR |
Valley Brook Capital Group, Inc. |
2025 Q4
|
120
|
$151,121,868
|
| 22 Jan 2026, 18:49:57 UTC |
13F-HR |
Robbins Farley |
2025 Q4
|
146
|
$220,525,257
|
| 05 Feb 2026, 08:00:03 UTC |
13F-HR |
Syncona Portfolio Ltd |
2025 Q4
|
2
|
$34,322,024
|
| 23 Jan 2026, 11:02:55 UTC |
13F-HR |
Oxler Private Wealth LLC |
2025 Q4
|
90
|
$345,359,799
|
| 23 Jan 2026, 12:33:46 UTC |
13F-HR |
RFG HOLDINGS, INC. |
2025 Q4
|
64
|
$398,835,049
|
| 05 Feb 2026, 15:34:18 UTC |
13F-HR/A |
Truxt Investmentos Ltda. |
2025 Q3 - Restatement
|
22
|
$71,292,921
|
| 05 Feb 2026, 15:05:36 UTC |
13F-HR |
Security National Bank |
2025 Q4
|
373
|
$697,502,200
|
| 22 Jan 2026, 17:52:47 UTC |
13F-HR |
DHJJ Financial Advisors, Ltd. |
2025 Q4
|
1,038
|
$301,081,333
|
| 23 Jan 2026, 06:14:43 UTC |
13F-HR |
Fort Henry Capital, LLC |
2025 Q4
|
16
|
$163,242,173
|
| 22 Jan 2026, 18:34:57 UTC |
13F-HR |
Newton One Investments LLC |
2025 Q4
|
120
|
$339,016,278
|