| 22 Jan 2026, 14:38:59 UTC |
13F-HR |
Courant Investment Management LLC |
2025 Q4
|
6
|
$110,596,661
|
| 22 Jan 2026, 14:36:41 UTC |
13F-HR |
Kingsman Wealth Management, Inc. |
2025 Q4
|
66
|
$184,917,123
|
| 22 Jan 2026, 14:36:02 UTC |
13F-HR |
LDR Capital Management LLC |
2025 Q4
|
41
|
$72,155,101
|
| 22 Jan 2026, 14:27:39 UTC |
13F-HR |
BFSG, LLC |
2025 Q4
|
714
|
$1,027,812,505
|
| 22 Jan 2026, 14:21:37 UTC |
13F-HR |
Cardinal Capital Management, Inc. |
2025 Q4
|
70
|
$4,453,740,664
|
| 22 Jan 2026, 14:21:32 UTC |
13F-HR |
Trilogy Capital Inc. |
2025 Q4
|
381
|
$2,236,941,938
|
| 22 Jan 2026, 14:19:16 UTC |
13F-HR |
Advantage Alpha Capital Partners LP |
2025 Q4
|
0
|
$0
|
| 22 Jan 2026, 14:18:04 UTC |
13F-HR |
Legacy Trust |
2025 Q4
|
192
|
$534,654,074
|
| 22 Jan 2026, 14:13:37 UTC |
13F-HR |
Brookwood Investment Group LLC |
2025 Q4
|
497
|
$830,278,631
|
| 22 Jan 2026, 14:12:06 UTC |
13F-HR |
BOCHK Asset Management Ltd |
2025 Q4
|
81
|
$374,355,241
|
| 22 Jan 2026, 14:09:25 UTC |
13F-HR |
Good Steward Wealth Advisors,LLC |
2025 Q4
|
70
|
$151,526,387
|
| 22 Jan 2026, 14:05:04 UTC |
13F-HR |
Alpha Omega Wealth Management LLC |
2025 Q4
|
202
|
$602,808,799
|
| 22 Jan 2026, 13:59:43 UTC |
13F-HR |
Sterneck Capital Management, LLC |
2025 Q4
|
109
|
$222,059,215
|
| 22 Jan 2026, 13:56:30 UTC |
13F-HR |
O'Brien Wealth Partners LLC |
2025 Q4
|
110
|
$756,234,825
|
| 22 Jan 2026, 13:54:00 UTC |
13F-HR |
Willis Johnson & Associates, Inc. |
2025 Q4
|
181
|
$1,621,337,264
|
| 22 Jan 2026, 13:53:39 UTC |
13F-HR |
Yoder Wealth Management, Inc. |
2025 Q4
|
119
|
$219,625,524
|
| 22 Jan 2026, 13:51:47 UTC |
13F-HR |
Robert B. Daugherty Charitable Foundation |
2025 Q4
|
1
|
$100,580,000
|
| 22 Jan 2026, 13:34:13 UTC |
13F-HR |
Glass Jacobson Investment Advisors llc |
2025 Q4
|
582
|
$277,967,793
|
| 22 Jan 2026, 13:27:18 UTC |
13F-HR |
Charter Capital Management, LLC\DE |
2025 Q4
|
64
|
$193,660,930
|
| 22 Jan 2026, 13:25:55 UTC |
13F-HR |
Douglas Lane & Associates, LLC |
2025 Q4
|
238
|
$7,285,950,221
|
| 22 Jan 2026, 13:22:43 UTC |
13F-HR |
NRI Wealth Management LC |
2025 Q3
|
32
|
$187,089,092
|
| 22 Jan 2026, 13:18:25 UTC |
13F-HR |
NRI Wealth Management LC |
2025 Q4
|
31
|
$196,063,332
|
| 22 Jan 2026, 13:16:50 UTC |
13F-HR |
Pinnacle Bancorp, Inc. |
2025 Q4
|
873
|
$341,168,491
|
| 22 Jan 2026, 13:09:45 UTC |
13F-HR |
RIDGECREST WEALTH PARTNERS, LLC |
2025 Q4
|
103
|
$184,378,144
|
| 22 Jan 2026, 13:08:24 UTC |
13F-HR |
Nautilus Advisors LLC |
2025 Q4
|
173
|
$153,164,159
|
| 22 Jan 2026, 13:06:35 UTC |
13F-HR |
Kennebec Savings Bank |
2025 Q4
|
249
|
$115,774,805
|
| 22 Jan 2026, 13:02:06 UTC |
13F-HR |
Paradigm, Strategies in Wealth Management, LLC |
2025 Q4
|
49
|
$152,375,968
|
| 22 Jan 2026, 12:48:44 UTC |
13F-HR |
Granite Harbor Advisors, Inc. |
2025 Q4
|
125
|
$236,747,828
|
| 22 Jan 2026, 12:47:14 UTC |
13F-HR |
DeDora Capital, Inc. |
2025 Q4
|
115
|
$422,459,158
|
| 22 Jan 2026, 12:45:17 UTC |
13F-HR |
CASCADE INVESTMENT GROUP, INC. |
2025 Q4
|
143
|
$149,833,877
|
| 22 Jan 2026, 12:42:11 UTC |
13F-HR |
COLUMBIA ADVISORY PARTNERS LLC |
2025 Q4
|
90
|
$146,771,855
|
| 22 Jan 2026, 12:38:14 UTC |
13F-HR |
Amtrust Financial Services, Inc. |
2025 Q4
|
15
|
$315,621,655
|
| 22 Jan 2026, 12:35:10 UTC |
13F-HR |
ENCOMPASS WEALTH ADVISORS, LLC |
2025 Q4
|
101
|
$293,884,698
|
| 22 Jan 2026, 12:34:59 UTC |
13F-HR |
True North Advisors, LLC |
2025 Q4
|
250
|
$773,540,743
|
| 22 Jan 2026, 12:24:25 UTC |
13F-HR |
Flagship Capital Management Inc. |
2025 Q4
|
47
|
$141,385,901
|
| 22 Jan 2026, 12:23:56 UTC |
13F-HR |
FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q4
|
52
|
$747,469,506
|
| 22 Jan 2026, 12:22:44 UTC |
13F-HR |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
2025 Q4
|
140
|
$299,351,524
|
| 22 Jan 2026, 12:21:22 UTC |
13F-HR |
Ifrah Financial Services, Inc. |
2025 Q4
|
209
|
$389,361,160
|
| 22 Jan 2026, 12:10:17 UTC |
13F-HR |
Fiduciary Planning LLC |
2025 Q4
|
75
|
$329,486,819
|
| 22 Jan 2026, 12:07:48 UTC |
13F-HR |
Intergy Private Wealth, LLC |
2025 Q4
|
116
|
$331,472,967
|
| 22 Jan 2026, 12:05:49 UTC |
13F-HR |
Vavra Capital Management, LLC |
2025 Q4
|
23
|
$101,795,677
|
| 22 Jan 2026, 12:04:52 UTC |
13F-HR |
Systelligence, LLC |
2025 Q4
|
52
|
$525,290,899
|
| 22 Jan 2026, 12:01:02 UTC |
13F-HR |
INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2025 Q4
|
126
|
$319,662,298
|
| 22 Jan 2026, 11:59:23 UTC |
13F-HR |
SEARCY FINANCIAL SERVICES INC /ADV |
2025 Q4
|
25
|
$269,811,130
|
| 22 Jan 2026, 11:59:19 UTC |
13F-HR |
ROFFMAN MILLER ASSOCIATES INC /PA/ |
2025 Q4
|
84
|
$1,830,640,620
|
| 22 Jan 2026, 11:59:11 UTC |
13F-HR |
JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q4
|
302
|
$1,058,174,070
|
| 22 Jan 2026, 11:52:38 UTC |
13F-HR |
Quotient Wealth Partners, LLC |
2025 Q4
|
353
|
$3,757,535,131
|
| 22 Jan 2026, 11:48:28 UTC |
13F-HR |
TSA Wealth Managment LLC |
2025 Q4
|
89
|
$301,963,431
|
| 22 Jan 2026, 11:44:44 UTC |
13F-HR |
BNC WEALTH MANAGEMENT, LLC |
2025 Q4
|
106
|
$389,943,557
|
| 22 Jan 2026, 11:43:17 UTC |
13F-HR |
Paragon Capital Management Ltd |
2025 Q4
|
194
|
$492,120,369
|
| 22 Jan 2026, 11:42:29 UTC |
13F-HR |
Trium Capital LLP |
2025 Q4
|
45
|
$128,661,792
|
| 22 Jan 2026, 11:41:32 UTC |
13F-HR |
Elm3 Financial Group, LLC |
2025 Q4
|
113
|
$120,563,279
|
| 22 Jan 2026, 11:40:44 UTC |
13F-HR |
Flower City Capital |
2025 Q4
|
44
|
$196,073,837
|
| 22 Jan 2026, 11:40:37 UTC |
13F-HR |
Christensen, King & Associates Investment Services, Inc. |
2025 Q4
|
106
|
$234,343,358
|
| 22 Jan 2026, 11:36:44 UTC |
13F-HR |
VICUS CAPITAL |
2025 Q4
|
259
|
$1,332,733,004
|
| 22 Jan 2026, 11:29:54 UTC |
13F-HR |
VISION FINANCIAL MARKETS LLC |
2025 Q4
|
409
|
$97,981,475
|
| 22 Jan 2026, 11:27:00 UTC |
13F-HR |
Benefit Street Partners LLC |
2025 Q4
|
17
|
$90,744,345
|
| 22 Jan 2026, 11:14:49 UTC |
13F-HR |
Ransom Advisory, Ltd |
2024 Q4
|
408
|
$217,548,921
|
| 22 Jan 2026, 11:11:21 UTC |
13F-HR |
Ransom Advisory, Ltd |
2024 Q3
|
411
|
$214,006,694
|
| 22 Jan 2026, 11:07:58 UTC |
13F-HR |
Ransom Advisory, Ltd |
2024 Q2
|
404
|
$199,492,519
|
| 22 Jan 2026, 11:07:27 UTC |
13F-HR |
CASTLE WEALTH MANAGEMENT LLC |
2025 Q4
|
131
|
$301,868,285
|
| 22 Jan 2026, 11:03:45 UTC |
13F-HR |
Ransom Advisory, Ltd |
2024 Q1
|
341
|
$187,499,738
|
| 22 Jan 2026, 11:03:38 UTC |
13F-HR |
ETF Store, Inc. |
2025 Q4
|
98
|
$98,034,725
|
| 22 Jan 2026, 10:57:50 UTC |
13F-HR |
JCIC Asset Management Inc. |
2025 Q4
|
114
|
$326,893,486
|
| 22 Jan 2026, 10:55:52 UTC |
13F-HR |
Fiduciary Alliance LLC |
2025 Q4
|
509
|
$1,530,142,737
|
| 22 Jan 2026, 10:50:27 UTC |
13F-HR |
Treasure Coast Financial Planning |
2025 Q4
|
46
|
$188,273,972
|
| 22 Jan 2026, 10:49:19 UTC |
13F-HR |
Wealth Group, Ltd. |
2025 Q4
|
84
|
$101,382,000
|
| 22 Jan 2026, 10:44:14 UTC |
13F-HR |
WESTBOURNE INVESTMENTS, INC. |
2025 Q4
|
138
|
$214,944,089
|
| 22 Jan 2026, 10:42:15 UTC |
13F-HR |
NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q4
|
135
|
$353,618,887
|
| 22 Jan 2026, 10:41:51 UTC |
13F-HR |
SHIKIAR ASSET MANAGEMENT INC |
2025 Q4
|
98
|
$401,641,000
|
| 22 Jan 2026, 10:40:19 UTC |
13F-HR |
Trinity Street Asset Management LLP |
2025 Q4
|
22
|
$1,591,298,612
|
| 22 Jan 2026, 10:40:11 UTC |
13F-HR |
Mechanics Financial Corp |
2025 Q4
|
233
|
$270,889,799
|
| 22 Jan 2026, 10:39:57 UTC |
13F-HR |
MOUNT VERNON ASSOCIATES INC /MD/ |
2025 Q4
|
59
|
$148,682,000
|
| 22 Jan 2026, 10:37:29 UTC |
13F-HR |
V-Square Quantitative Management LLC |
2025 Q4
|
696
|
$962,062,521
|
| 22 Jan 2026, 10:27:18 UTC |
13F-HR |
WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q4
|
57
|
$181,647,002
|
| 22 Jan 2026, 10:25:53 UTC |
13F-HR |
Phoenix Wealth Advisors |
2025 Q4
|
127
|
$259,981,365
|
| 22 Jan 2026, 10:24:50 UTC |
13F-HR |
Campbell Deegan Wealth Management, LLC |
2025 Q4
|
46
|
$123,875,321
|
| 22 Jan 2026, 10:23:06 UTC |
13F-HR |
Willis Investment Counsel |
2025 Q4
|
130
|
$1,935,194,559
|
| 22 Jan 2026, 10:17:24 UTC |
13F-HR |
MASECO LLP |
2025 Q4
|
543
|
$2,296,924,786
|
| 22 Jan 2026, 10:17:17 UTC |
13F-HR |
Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q4
|
52
|
$402,682,389
|
| 22 Jan 2026, 10:08:02 UTC |
13F-HR |
PERSONAL CFO SOLUTIONS, LLC |
2025 Q4
|
504
|
$629,840,761
|
| 22 Jan 2026, 10:03:20 UTC |
13F-HR |
AllGen Financial Advisors, Inc. |
2025 Q4
|
40
|
$421,655,447
|
| 22 Jan 2026, 09:55:20 UTC |
13F-HR |
WealthBridge Investment Counsel Inc. |
2025 Q4
|
42
|
$333,277,000
|
| 22 Jan 2026, 09:24:41 UTC |
13F-HR |
NIPPON LIFE INSURANCE CO |
2025 Q4
|
4
|
$5,811,540,000
|
| 22 Jan 2026, 09:23:06 UTC |
13F-HR |
HILL ISLAND FINANCIAL LLC |
2025 Q4
|
80
|
$417,883,172
|
| 22 Jan 2026, 09:22:13 UTC |
13F-HR |
Monte Financial Group, LLC |
2025 Q4
|
93
|
$268,333,412
|
| 22 Jan 2026, 09:16:41 UTC |
13F-HR |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
7
|
$36,266,931
|
| 22 Jan 2026, 09:16:23 UTC |
13F-HR |
Centennial Advisors, LLC |
2025 Q4
|
80
|
$76,968,580
|
| 22 Jan 2026, 09:05:32 UTC |
13F-HR |
CarsonAllaria Wealth Management, Ltd. |
2025 Q4
|
67
|
$201,527,715
|
| 22 Jan 2026, 09:04:26 UTC |
13F-HR |
YARGER WEALTH STRATEGIES, LLC |
2025 Q4
|
124
|
$232,669,447
|
| 22 Jan 2026, 09:02:41 UTC |
13F-HR |
BEACON FINANCIAL PLANNING, INC |
2025 Q4
|
51
|
$207,338,662
|
| 22 Jan 2026, 09:01:31 UTC |
13F-HR |
Squire Investment Management Company, LLC |
2025 Q4
|
74
|
$330,474,132
|
| 22 Jan 2026, 08:51:47 UTC |
13F-HR |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2025 Q4
|
21
|
$9,315,050,589
|
| 22 Jan 2026, 08:51:03 UTC |
13F-HR |
OFI INVEST ASSET MANAGEMENT |
2025 Q4
|
370
|
$7,005,830,871
|
| 22 Jan 2026, 08:41:36 UTC |
13F-HR |
Cache Advisors, LLC |
2025 Q4
|
116
|
$814,151,804
|
| 22 Jan 2026, 08:37:22 UTC |
13F-HR |
Montz Harcus Wealth Management LLC |
2025 Q4
|
89
|
$246,714,453
|
| 22 Jan 2026, 08:35:44 UTC |
13F-HR |
Powers Advisory Group, LLC |
2025 Q4
|
126
|
$265,523,286
|
| 22 Jan 2026, 08:34:07 UTC |
13F-HR |
Upper Left Wealth Management, LLC |
2025 Q4
|
66
|
$164,041,359
|
| 22 Jan 2026, 08:32:22 UTC |
13F-HR |
Glencore plc |
2025 Q4
|
2
|
$7,941,331,316
|
| 22 Jan 2026, 08:30:35 UTC |
13F-HR |
GREENBERG FINANCIAL GROUP |
2025 Q4
|
111
|
$242,847,411
|