| 05 Feb 2026, 11:49:20 UTC |
13F-HR |
AlphaCore Capital LLC |
2025 Q4
|
1,399
|
$4,458,672,611
|
| 23 Jan 2026, 15:21:50 UTC |
13F-HR |
Rede Wealth, LLC |
2025 Q4
|
109
|
$287,763,916
|
| 22 Jan 2026, 19:02:54 UTC |
13F-HR |
Laurel Wealth Planning LLC |
2025 Q4
|
57
|
$180,470,920
|
| 23 Jan 2026, 16:53:23 UTC |
13F-HR |
Octavia Wealth Advisors, LLC |
2025 Q4
|
249
|
$1,047,003,211
|
| 23 Jan 2026, 16:16:34 UTC |
13F-HR |
Galvin, Gaustad & Stein, LLC |
2025 Q4
|
249
|
$1,280,421,013
|
| 23 Jan 2026, 11:41:28 UTC |
13F-HR |
Brown Miller Wealth Management, LLC |
2025 Q4
|
193
|
$361,945,005
|
| 22 Jan 2026, 17:57:04 UTC |
13F-HR |
Bouvel Investment Partners, LLC |
2025 Q4
|
80
|
$346,880,698
|
| 05 Feb 2026, 15:52:11 UTC |
13F-HR |
Edward P. Bass |
2025 Q4
|
0
|
$0
|
| 23 Jan 2026, 11:08:00 UTC |
13F-HR |
Castellan Group |
2025 Q4
|
57
|
$792,691,563
|
| 23 Jan 2026, 17:09:31 UTC |
13F-HR |
Sage Mountain Advisors LLC |
2025 Q4
|
559
|
$1,885,687,842
|
| 23 Jan 2026, 09:05:08 UTC |
13F-HR |
Axiom Financial Strategies, LLC |
2025 Q4
|
49
|
$237,662,655
|
| 05 Feb 2026, 14:03:09 UTC |
13F-HR |
Arjuna Capital |
2025 Q4
|
108
|
$408,174,804
|
| 04 Feb 2026, 20:45:54 UTC |
13F-HR |
MONEYWISE, INC. |
2025 Q4
|
82
|
$240,409,937
|
| 05 Feb 2026, 11:12:39 UTC |
13F-HR |
Donoghue Forlines LLC |
2025 Q4
|
113
|
$323,398,899
|
| 23 Jan 2026, 11:34:09 UTC |
13F-HR |
High Ground Investment Management LLP |
2025 Q4
|
6
|
$686,761,287
|
| 23 Jan 2026, 17:27:53 UTC |
13F-HR |
TFC Financial Management, Inc. |
2025 Q4
|
963
|
$797,332,317
|
| 04 Feb 2026, 18:37:41 UTC |
13F-HR |
TFO Wealth Partners, LLC |
2025 Q4
|
51
|
$668,197,346
|
| 30 Jan 2026, 13:59:21 UTC |
13F-HR |
Simplicity Wealth,LLC |
2025 Q4
|
700
|
$1,676,884,143
|
| 30 Jan 2026, 17:28:41 UTC |
13F-HR |
5th Street Advisors, LLC |
2025 Q4
|
49
|
$214,143,394
|
| 23 Jan 2026, 17:00:02 UTC |
13F-HR |
True Wind Capital Management, L.P. |
2025 Q4
|
2
|
$261,608,929
|
| 05 Feb 2026, 14:38:13 UTC |
13F-HR |
United Bank |
2025 Q4
|
124
|
$294,934,886
|
| 30 Jan 2026, 16:29:56 UTC |
13F-HR |
Joseph Group Capital Management |
2025 Q4
|
275
|
$380,626,900
|
| 30 Jan 2026, 12:24:17 UTC |
13F-HR |
BARNES PETTEY FINANCIAL ADVISORS, LLC |
2025 Q4
|
143
|
$202,253,853
|
| 30 Jan 2026, 12:02:29 UTC |
13F-HR |
Stegner Investment Associates Inc. |
2025 Q4
|
29
|
$188,177,704
|
| 23 Jan 2026, 15:20:45 UTC |
13F-HR |
Intelligence Driven Advisers, LLC |
2025 Q4
|
138
|
$699,545,653
|
| 05 Feb 2026, 16:15:43 UTC |
13F-HR |
Florin Court Capital LLP |
2025 Q4
|
26
|
$71,807,497
|
| 30 Jan 2026, 12:25:03 UTC |
13F-HR |
DMKC Advisory Services, LLC |
2025 Q4
|
83
|
$227,873,352
|
| 05 Feb 2026, 09:59:45 UTC |
13F-HR |
AustralianSuper Pty Ltd |
2025 Q4
|
273
|
$21,511,433,107
|
| 30 Jan 2026, 10:36:05 UTC |
13F-HR |
Schaeffer Financial LLC |
2025 Q4
|
21
|
$114,598,402
|
| 05 Feb 2026, 16:47:05 UTC |
13F-HR |
Armor Investment Advisors, LLC |
2025 Q4
|
151
|
$271,905,684
|
| 23 Jan 2026, 14:04:08 UTC |
13F-HR |
Charter Oak Capital Management, LLC |
2025 Q4
|
208
|
$1,311,044,371
|
| 29 Jan 2026, 20:46:06 UTC |
13F-HR |
R Squared Ltd |
2025 Q4
|
513
|
$214,019,832
|
| 23 Jan 2026, 10:42:36 UTC |
13F-HR |
TT International Asset Management LTD |
2025 Q4
|
41
|
$473,527,000
|
| 30 Jan 2026, 14:10:31 UTC |
13F-HR |
North Horizon Holdings Inc. |
2025 Q4
|
1
|
$115,322,901
|
| 30 Jan 2026, 16:42:32 UTC |
13F-HR |
REICON WEALTH ADVISORS, LLC |
2025 Q4
|
58
|
$136,761,518
|
| 23 Jan 2026, 10:54:14 UTC |
13F-HR |
U.S. Capital Wealth Advisors, LLC |
2025 Q4
|
971
|
$3,827,990,233
|
| 30 Jan 2026, 16:54:40 UTC |
13F-HR |
Activest Wealth Management |
2025 Q4
|
1,121
|
$535,365,011
|
| 05 Feb 2026, 11:29:30 UTC |
13F-HR |
Phoenix Financial Ltd. |
2025 Q4
|
467
|
$9,217,586,476
|
| 23 Jan 2026, 12:06:40 UTC |
13F-HR |
KOM Wealth Management Group, LLC |
2025 Q4
|
86
|
$141,360,049
|
| 23 Jan 2026, 11:18:24 UTC |
13F-HR |
Running Oak Capital LLC |
2025 Q4
|
56
|
$797,970,841
|
| 30 Jan 2026, 15:40:18 UTC |
13F-HR |
Heritage Investment Group, Inc. |
2025 Q4
|
127
|
$656,993,224
|
| 30 Jan 2026, 15:22:04 UTC |
13F-HR |
Sageworth Trust Co of South Dakota |
2025 Q4
|
46
|
$122,413,425
|
| 30 Jan 2026, 10:44:49 UTC |
13F-HR |
SK Wealth Management, LLC |
2025 Q4
|
79
|
$358,673,276
|
| 22 Jan 2026, 18:05:33 UTC |
13F-HR |
TI-TRUST, INC |
2025 Q4
|
129
|
$161,984,000
|
| 04 Feb 2026, 17:54:15 UTC |
13F-HR |
Simmons Bank |
2025 Q4
|
327
|
$1,495,571,803
|
| 23 Jan 2026, 11:40:36 UTC |
13F-HR |
Chronos Wealth Management, LLC |
2025 Q4
|
39
|
$216,049,020
|
| 30 Jan 2026, 15:55:48 UTC |
13F-HR |
Prentice Wealth Management LLC |
2025 Q4
|
113
|
$437,622,003
|
| 23 Jan 2026, 17:28:23 UTC |
13F-HR |
BELLEVUE ASSET MANAGEMENT, LLC |
2025 Q4
|
489
|
$206,963,339
|
| 04 Feb 2026, 18:25:47 UTC |
13F-HR |
Cornerstone Wealth Management, LLC |
2025 Q4
|
690
|
$1,922,465,379
|
| 23 Jan 2026, 16:56:01 UTC |
13F-HR |
R. W. Roge & Company, Inc. |
2025 Q4
|
63
|
$202,444,000
|
| 30 Jan 2026, 11:08:22 UTC |
13F-HR |
CFC Planning Co LLC |
2025 Q4
|
71
|
$129,983,532
|
| 23 Jan 2026, 16:48:56 UTC |
13F-HR |
NATURAL INVESTMENTS, LLC |
2025 Q4
|
280
|
$401,812,000
|
| 05 Feb 2026, 16:17:30 UTC |
13F-HR |
Kinsale Capital Group, Inc. |
2025 Q4
|
41
|
$602,299,185
|
| 23 Jan 2026, 11:13:13 UTC |
13F-HR |
Live Oak Private Wealth LLC |
2025 Q4
|
198
|
$734,183,106
|
| 30 Jan 2026, 10:11:49 UTC |
13F-HR |
TMT General Partner Ltd |
2025 Q4
|
3
|
$245,974,567
|
| 04 Feb 2026, 17:49:19 UTC |
13F-HR |
Berkeley Capital Partners, LLC |
2025 Q4
|
188
|
$424,689,146
|
| 30 Jan 2026, 12:18:33 UTC |
13F-HR |
Interchange Capital Partners, LLC |
2025 Q4
|
424
|
$539,074,840
|
| 05 Feb 2026, 14:39:27 UTC |
13F-HR |
Compass Financial Group, Inc. |
2025 Q4
|
48
|
$226,581,673
|
| 30 Jan 2026, 09:00:38 UTC |
13F-HR |
Urban Wealth Management, LLC |
2025 Q4
|
94
|
$107,568,816
|
| 23 Jan 2026, 16:13:46 UTC |
13F-HR |
Avion Wealth |
2025 Q4
|
1,178
|
$476,765,000
|
| 05 Feb 2026, 13:43:53 UTC |
13F-HR |
Integrated Investment Consultants, LLC |
2025 Q4
|
262
|
$488,509,441
|
| 30 Jan 2026, 16:44:29 UTC |
13F-HR |
Precision Wealth Strategies, LLC |
2025 Q4
|
160
|
$308,693,068
|
| 30 Jan 2026, 14:11:56 UTC |
13F-HR |
Oakwell Private Wealth Management, LLC |
2025 Q4
|
80
|
$535,653,797
|
| 22 Jan 2026, 18:05:40 UTC |
13F-HR |
Capital Planning LLC |
2025 Q4
|
84
|
$356,894,210
|
| 23 Jan 2026, 13:05:12 UTC |
13F-HR |
HBW ADVISORY SERVICES LLC |
2025 Q4
|
424
|
$920,340,422
|
| 04 Feb 2026, 18:32:43 UTC |
13F-HR |
Grey Ledge Advisors, LLC |
2025 Q4
|
233
|
$442,243,812
|
| 05 Feb 2026, 14:05:53 UTC |
13F-HR |
Wind River Trust Co |
2025 Q4
|
10
|
$267,792,165
|
| 22 Jan 2026, 18:04:32 UTC |
13F-HR |
Clear Creek Financial Management, LLC |
2025 Q4
|
580
|
$1,225,525,141
|
| 05 Feb 2026, 11:42:56 UTC |
13F-HR |
ANTIPODES PARTNERS Ltd |
2025 Q4
|
130
|
$4,761,339,615
|
| 05 Feb 2026, 08:56:41 UTC |
13F-HR |
Fund Resources Investment Holding Group Co Ltd |
2025 Q4
|
1
|
$102,732,027
|
| 22 Jan 2026, 19:48:45 UTC |
13F-HR |
Beacon Harbor Wealth Advisors, Inc. |
2025 Q4
|
70
|
$451,127,771
|
| 23 Jan 2026, 16:29:00 UTC |
13F-HR |
Legend Financial Advisors, Inc. |
2025 Q4
|
37
|
$165,149,531
|
| 30 Jan 2026, 09:40:17 UTC |
13F-HR |
Citizens National Bank Trust Department |
2025 Q4
|
366
|
$579,675,834
|
| 23 Jan 2026, 14:20:27 UTC |
13F-HR |
TRANSCEND CAPITAL ADVISORS, LLC |
2025 Q4
|
681
|
$1,288,451,645
|
| 05 Feb 2026, 16:38:57 UTC |
13F-HR |
MISSION WEALTH MANAGEMENT, LP |
2025 Q4
|
701
|
$4,908,505,468
|
| 23 Jan 2026, 12:20:49 UTC |
13F-HR |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q4
|
243
|
$1,577,259,375
|
| 30 Jan 2026, 10:25:31 UTC |
13F-HR |
Archer Investment Corp |
2025 Q4
|
1,156
|
$442,756,498
|
| 22 Jan 2026, 18:12:15 UTC |
13F-HR |
KG&L Capital Management,LLC |
2025 Q4
|
197
|
$387,537,529
|
| 30 Jan 2026, 14:20:32 UTC |
13F-HR |
SPRENG CAPITAL MANAGEMENT, INC. |
2025 Q4
|
75
|
$254,706,487
|
| 30 Jan 2026, 09:11:40 UTC |
13F-HR |
CERTUITY, LLC |
2025 Q4
|
584
|
$1,465,659,328
|
| 23 Jan 2026, 15:20:53 UTC |
13F-HR |
Atwater Malick LLC |
2025 Q4
|
86
|
$362,624,441
|
| 05 Feb 2026, 10:38:35 UTC |
13F-HR |
ISTHMUS PARTNERS, LLC |
2025 Q4
|
214
|
$900,521,649
|
| 30 Jan 2026, 09:32:08 UTC |
13F-HR |
GPM Growth Investors, Inc. |
2025 Q4
|
42
|
$256,577,949
|
| 23 Jan 2026, 12:18:08 UTC |
13F-HR |
ALTERNA WEALTH MANAGEMENT, INC |
2025 Q4
|
101
|
$119,950,419
|
| 23 Jan 2026, 16:58:24 UTC |
13F-HR |
Roberts Financial Services LLC |
2025 Q4
|
30
|
$318,526,154
|
| 22 Jan 2026, 18:54:18 UTC |
13F-HR |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q4
|
101
|
$643,145,420
|
| 22 Jan 2026, 17:49:11 UTC |
13F-HR |
Clarity Wealth Advisors, LLC |
2025 Q4
|
110
|
$490,096,108
|
| 05 Feb 2026, 13:12:47 UTC |
13F-HR |
Peak Asset Management, LLC |
2025 Q4
|
152
|
$587,437,944
|
| 05 Feb 2026, 15:25:43 UTC |
13F-HR |
Industrial Alliance Investment Management Inc. |
2025 Q4
|
8
|
$176,208,000
|
| 23 Jan 2026, 13:08:13 UTC |
13F-HR |
Asset Advisors Investment Management, LLC |
2025 Q4
|
108
|
$1,083,734,512
|
| 05 Feb 2026, 12:12:40 UTC |
13F-HR |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2025 Q4
|
877
|
$8,569,504,647
|
| 22 Jan 2026, 18:31:58 UTC |
13F-HR |
Ariston Services Group |
2025 Q4
|
70
|
$170,492,215
|
| 30 Jan 2026, 12:25:21 UTC |
13F-HR |
SAGE RHINO CAPITAL LLC |
2025 Q4
|
308
|
$529,434,814
|
| 22 Jan 2026, 17:58:19 UTC |
13F-HR |
Howard Capital Management Inc. |
2025 Q4
|
426
|
$7,176,509,609
|
| 04 Feb 2026, 18:40:24 UTC |
13F-HR |
Freemont Management S.A. |
2025 Q4
|
109
|
$507,480,615
|
| 22 Jan 2026, 18:15:21 UTC |
13F-HR |
Steigerwald, Gordon & Koch Inc. |
2025 Q4
|
915
|
$1,041,823,975
|
| 30 Jan 2026, 11:07:48 UTC |
13F-HR |
Strategic Blueprint, LLC |
2025 Q4
|
629
|
$1,691,685,688
|
| 23 Jan 2026, 14:50:58 UTC |
13F-HR |
Inlight Wealth Management, LLC |
2025 Q4
|
234
|
$271,862,338
|
| 30 Jan 2026, 15:26:50 UTC |
13F-HR |
Jackson Hole Capital Partners, LLC |
2025 Q4
|
310
|
$584,009,813
|
| 22 Jan 2026, 17:41:06 UTC |
13F-HR |
Aljian Capital Management, LLC |
2025 Q4
|
121
|
$502,169,332
|