| 15 Jan 2026, 09:26:08 UTC |
13F-HR |
Polaris Investment Advisors, LLC |
2025 Q4
|
73
|
$138,358,081
|
| 15 Jan 2026, 09:21:12 UTC |
13F-HR |
Presidio Capital Management, LLC |
2025 Q4
|
76
|
$332,857,009
|
| 15 Jan 2026, 09:11:54 UTC |
13F-HR |
CLG LLC |
2025 Q4
|
143
|
$401,652,414
|
| 15 Jan 2026, 09:08:23 UTC |
13F-HR |
Euro Pacific Asset Management, LLC |
2025 Q4
|
94
|
$900,862,000
|
| 15 Jan 2026, 09:03:58 UTC |
13F-HR |
Polianta Ltd |
2025 Q4
|
85
|
$764,174,000
|
| 15 Jan 2026, 08:39:12 UTC |
13F-HR |
Cassilly Financial Group LLC |
2025 Q4
|
62
|
$113,126,058
|
| 15 Jan 2026, 08:36:05 UTC |
13F-HR |
Bank of Finland |
2025 Q4
|
4
|
$1,439,706,683
|
| 15 Jan 2026, 08:33:31 UTC |
13F-HR |
J. Safra Sarasin Holding AG |
2025 Q4
|
500
|
$6,148,462,889
|
| 15 Jan 2026, 08:01:13 UTC |
13F-HR |
ALM First Financial Advisors, LLC |
2025 Q4
|
25
|
$504,915,196
|
| 15 Jan 2026, 07:54:03 UTC |
13F-HR/A |
Persistent Asset Partners Ltd |
2025 Q3 - Restatement
|
149
|
$138,054,551
|
| 15 Jan 2026, 07:44:49 UTC |
13F-HR |
Aquamarine Zurich AG |
2025 Q4
|
7
|
$147,543,000
|
| 15 Jan 2026, 07:33:12 UTC |
13F-HR |
Westend Capital Management, LLC |
2025 Q4
|
238
|
$356,852,081
|
| 15 Jan 2026, 07:14:58 UTC |
13F-HR |
Mn Services Vermogensbeheer B.V. |
2025 Q4
|
442
|
$16,252,655,000
|
| 15 Jan 2026, 06:07:38 UTC |
13F-HR |
WealthNavi Inc. |
2025 Q4
|
10
|
$11,315,844,000
|
| 14 Jan 2026, 21:13:30 UTC |
13F-HR |
Wealth Quarterback LLC |
2025 Q4
|
151
|
$277,744,770
|
| 14 Jan 2026, 19:17:06 UTC |
13F-HR |
RiverTree Advisors, LLC |
2025 Q4
|
61
|
$156,850,298
|
| 14 Jan 2026, 19:14:19 UTC |
13F-HR |
Columbus Macro, LLC |
2025 Q4
|
204
|
$913,345,934
|
| 14 Jan 2026, 19:13:58 UTC |
13F-HR |
Crane Advisory, LLC |
2025 Q4
|
52
|
$661,427,458
|
| 14 Jan 2026, 19:13:26 UTC |
13F-HR |
Towerpoint Wealth, LLC |
2025 Q4
|
92
|
$252,542,907
|
| 14 Jan 2026, 19:12:06 UTC |
13F-HR |
MOR Wealth Management, LLC |
2025 Q4
|
105
|
$218,786,043
|
| 14 Jan 2026, 18:46:29 UTC |
13F-HR |
Quantum Financial Planning Services, Inc. |
2025 Q4
|
54
|
$275,885,752
|
| 14 Jan 2026, 18:40:28 UTC |
13F-HR |
Private Advisory Group LLC |
2025 Q4
|
249
|
$1,269,541,671
|
| 14 Jan 2026, 18:10:03 UTC |
13F-HR |
BARLOW WEALTH PARTNERS, LLC |
2025 Q4
|
135
|
$926,520,128
|
| 14 Jan 2026, 18:08:14 UTC |
13F-HR |
DEFINED WEALTH MANAGEMENT, LLC |
2025 Q4
|
109
|
$173,485,009
|
| 14 Jan 2026, 18:03:33 UTC |
13F-HR |
Haven Capital Group, Inc. |
2025 Q4
|
34
|
$106,613,000
|
| 14 Jan 2026, 18:01:49 UTC |
13F-HR |
Adams Asset Advisors, LLC |
2025 Q4
|
83
|
$760,058,346
|
| 14 Jan 2026, 17:50:26 UTC |
13F-HR |
Ocean Park Asset Management, LLC |
2025 Q4
|
85
|
$2,130,264,801
|
| 14 Jan 2026, 17:33:39 UTC |
13F-HR/A |
Sherman Wealth Management LLC |
2025 Q4 - Restatement
|
77
|
$115,134,043
|
| 14 Jan 2026, 17:30:39 UTC |
13F-HR |
James Reed Financial Services, Inc. |
2025 Q4
|
17
|
$124,776,590
|
| 14 Jan 2026, 17:21:36 UTC |
13F-HR |
COOPER INVESTORS PTY LTD |
2025 Q4
|
41
|
$300,931,099
|
| 14 Jan 2026, 17:16:47 UTC |
13F-HR |
Yarbrough Capital, LLC |
2025 Q4
|
158
|
$3,212,194,964
|
| 14 Jan 2026, 17:15:24 UTC |
13F-HR |
Meriwether Wealth & Planning, LLC |
2025 Q4
|
123
|
$177,308,496
|
| 14 Jan 2026, 17:06:29 UTC |
13F-HR |
Meritas Wealth Management, LLC |
2025 Q4
|
58
|
$207,908,026
|
| 14 Jan 2026, 17:05:52 UTC |
13F-HR |
TRUST CO OF OKLAHOMA |
2025 Q4
|
133
|
$342,943,117
|
| 14 Jan 2026, 16:51:36 UTC |
13F-HR |
VANTAGE WEALTH |
2025 Q4
|
30
|
$462,576,526
|
| 14 Jan 2026, 16:50:07 UTC |
13F-HR |
Clarius Group, LLC |
2025 Q4
|
384
|
$1,751,257,762
|
| 14 Jan 2026, 16:48:46 UTC |
13F-HR |
Catterton Management Company, L.L.C. |
2025 Q4
|
3
|
$4,835,306,198
|
| 14 Jan 2026, 16:48:05 UTC |
13F-HR |
SJBENEN ADVISORY, LLC |
2025 Q4
|
23
|
$72,207,932
|
| 14 Jan 2026, 16:45:56 UTC |
13F-HR |
BCO Wealth Management LLC |
2025 Q4
|
41
|
$163,056,043
|
| 14 Jan 2026, 16:41:02 UTC |
13F-HR |
Centennial Wealth Advisory LLC |
2025 Q4
|
166
|
$378,068,960
|
| 14 Jan 2026, 16:39:49 UTC |
13F-HR |
Centurion Wealth Management LLC |
2025 Q4
|
302
|
$455,065,250
|
| 14 Jan 2026, 16:32:25 UTC |
13F-HR |
ORG Partners LLC |
2025 Q4
|
1,710
|
$567,997,576
|
| 14 Jan 2026, 16:30:08 UTC |
13F-HR |
Embree Financial Group |
2025 Q4
|
233
|
$813,258,327
|
| 14 Jan 2026, 16:29:08 UTC |
13F-HR |
Global View Capital Management LLC |
2025 Q4
|
137
|
$536,502,336
|
| 14 Jan 2026, 16:25:26 UTC |
13F-HR |
SANDER CAPITAL ADVISORS INC |
2025 Q4
|
12
|
$209,986,000
|
| 14 Jan 2026, 16:25:02 UTC |
13F-HR |
AA Financial Advisors, LLC |
2025 Q4
|
208
|
$540,985,127
|
| 14 Jan 2026, 16:24:57 UTC |
13F-HR |
MeadowBrook Investment Advisors LLC |
2025 Q4
|
194
|
$117,145,577
|
| 14 Jan 2026, 16:21:44 UTC |
13F-HR |
First City Capital Management, Inc. |
2025 Q4
|
156
|
$189,268,048
|
| 14 Jan 2026, 16:03:51 UTC |
13F-HR |
STERLING INVESTMENT ADVISORS LLC /ADV |
2025 Q4
|
39
|
$206,614,977
|
| 14 Jan 2026, 16:00:32 UTC |
13F-HR |
ORG Wealth Partners, LLC |
2025 Q4
|
603
|
$425,551,527
|
| 14 Jan 2026, 15:52:47 UTC |
13F-HR |
Neumann Capital Management, LLC |
2025 Q4
|
101
|
$346,130,632
|
| 14 Jan 2026, 15:49:56 UTC |
13F-HR |
Matthew Goff Investment Advisor, LLC |
2025 Q4
|
87
|
$547,290,649
|
| 14 Jan 2026, 15:49:02 UTC |
13F-HR |
Nova Wealth Management, Inc. |
2025 Q4 - New Holdings
|
581
|
$145,888,679
|
| 14 Jan 2026, 15:39:38 UTC |
13F-HR |
R.H. Dinel Investment Counsel, Inc. |
2025 Q4
|
40
|
$136,451,413
|
| 14 Jan 2026, 15:37:46 UTC |
13F-HR |
Aventus Investment Advisors, Inc. |
2025 Q4
|
147
|
$123,371,960
|
| 14 Jan 2026, 15:37:45 UTC |
13F-HR |
Appian Way Asset Management LP |
2025 Q4
|
0
|
$0
|
| 14 Jan 2026, 15:32:55 UTC |
13F-HR |
CATALYST PRIVATE WEALTH, LLC |
2025 Q4
|
77
|
$228,960,175
|
| 14 Jan 2026, 15:30:04 UTC |
13F-HR |
Trustees of Dartmouth College |
2025 Q4
|
9
|
$393,306,686
|
| 14 Jan 2026, 15:27:49 UTC |
13F-HR |
DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q4
|
231
|
$3,144,590,157
|
| 14 Jan 2026, 15:26:51 UTC |
13F-HR |
Lantz Financial LLC |
2025 Q4
|
247
|
$473,896,107
|
| 14 Jan 2026, 15:10:28 UTC |
13F-HR |
TrueMark Investments, LLC |
2025 Q4
|
240
|
$523,496,693
|
| 14 Jan 2026, 15:08:08 UTC |
13F-HR |
Alliance Wealth Advisors, LLC |
2025 Q4
|
148
|
$209,112,622
|
| 14 Jan 2026, 15:06:39 UTC |
13F-HR |
NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q4
|
246
|
$635,522,427
|
| 14 Jan 2026, 15:04:18 UTC |
13F-HR |
Hennion & Walsh Asset Management, Inc. |
2025 Q4
|
926
|
$2,898,228,539
|
| 14 Jan 2026, 15:00:56 UTC |
13F-HR |
RPM Capital Partners, LLC |
2025 Q4
|
2
|
$114,064,116
|
| 14 Jan 2026, 14:51:35 UTC |
13F-HR |
Wallington Asset Management, LLC |
2025 Q4
|
73
|
$788,403,779
|
| 14 Jan 2026, 14:50:07 UTC |
13F-HR |
Longview Financial Advisors LLC |
2025 Q4
|
175
|
$181,380,090
|
| 14 Jan 2026, 14:36:06 UTC |
13F-HR |
Hoese & Co LLP |
2025 Q4
|
136
|
$140,276,566
|
| 14 Jan 2026, 14:32:00 UTC |
13F-HR |
Greenfield FTC, Inc. |
2025 Q4
|
3
|
$760,391,167
|
| 14 Jan 2026, 14:22:44 UTC |
13F-HR |
BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q4
|
261
|
$2,449,154,324
|
| 14 Jan 2026, 14:21:51 UTC |
13F-HR |
WOODSTOCK CORP |
2025 Q4
|
156
|
$1,165,271,420
|
| 14 Jan 2026, 14:19:43 UTC |
13F-HR |
Conrad Siegel Investment Advisors, Inc. |
2025 Q4
|
59
|
$527,250,624
|
| 14 Jan 2026, 14:19:08 UTC |
13F-HR |
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2025 Q4
|
92
|
$169,683,590
|
| 14 Jan 2026, 14:12:34 UTC |
13F-HR |
Goelzer Investment Management, Inc. |
2025 Q4
|
271
|
$2,155,920,584
|
| 14 Jan 2026, 14:12:14 UTC |
13F-HR |
AMI INVESTMENT MANAGEMENT INC |
2025 Q4
|
74
|
$445,045,616
|
| 14 Jan 2026, 14:11:54 UTC |
13F-HR |
MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q4
|
143
|
$240,928,205
|
| 14 Jan 2026, 14:10:33 UTC |
13F-HR |
CHATHAM CAPITAL GROUP, INC. |
2025 Q4
|
198
|
$702,808,353
|
| 14 Jan 2026, 14:10:12 UTC |
13F-HR |
Stegent Equity Advisors, Inc. |
2025 Q4
|
116
|
$128,300,590
|
| 14 Jan 2026, 14:09:51 UTC |
13F-HR |
Praetorian Wealth Management, Inc. |
2025 Q4
|
74
|
$503,714,015
|
| 14 Jan 2026, 14:09:46 UTC |
13F-HR |
New England Professional Planning Group Inc. |
2025 Q4
|
49
|
$238,612,990
|
| 14 Jan 2026, 14:08:45 UTC |
13F-HR |
Johnson Bixby & Associates, LLC |
2025 Q4
|
123
|
$806,802,041
|
| 14 Jan 2026, 14:08:27 UTC |
13F-HR |
Congress Park Capital LLC |
2025 Q4
|
128
|
$334,923,445
|
| 14 Jan 2026, 14:07:49 UTC |
13F-HR |
WESPAC Advisors, LLC |
2025 Q4
|
178
|
$184,443,190
|
| 14 Jan 2026, 14:06:44 UTC |
13F-HR |
Keystone Global Partners, LLC |
2025 Q4
|
54
|
$227,352,362
|
| 14 Jan 2026, 13:59:59 UTC |
13F-HR |
THOMPSON INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
521
|
$797,718,614
|
| 14 Jan 2026, 13:58:48 UTC |
13F-HR |
One Wealth Management Investment & Advisory Services, LLC |
2025 Q4
|
52
|
$91,686,437
|
| 14 Jan 2026, 13:54:00 UTC |
13F-HR |
Kraft, Davis & Associates, LLC |
2025 Q4
|
151
|
$445,849,476
|
| 14 Jan 2026, 13:53:16 UTC |
13F-HR |
Moisand Fitzgerald Tamayo, LLC |
2025 Q4
|
512
|
$885,486,426
|
| 14 Jan 2026, 13:46:08 UTC |
13F-HR |
ENTERPRISE FINANCIAL SERVICES CORP |
2025 Q4
|
164
|
$196,962,776
|
| 14 Jan 2026, 13:29:00 UTC |
13F-HR |
Nova R Wealth, Inc. |
2025 Q4
|
88
|
$274,317,715
|
| 14 Jan 2026, 13:17:32 UTC |
13F-HR |
Ballew Advisors, Inc |
2025 Q4
|
120
|
$177,418,393
|
| 14 Jan 2026, 12:55:53 UTC |
13F-HR |
CIBRA Capital Ltd |
2025 Q4
|
18
|
$58,243,445
|
| 14 Jan 2026, 12:55:12 UTC |
13F-HR |
UNICOM Systems, Inc. |
2025 Q4
|
22
|
$1,022,933,383
|
| 14 Jan 2026, 12:53:13 UTC |
13F-HR |
Sicart Associates LLC |
2025 Q4
|
76
|
$376,889,675
|
| 14 Jan 2026, 12:39:35 UTC |
13F-HR |
Cox Capital Mgt LLC |
2025 Q4
|
62
|
$160,817,239
|
| 14 Jan 2026, 12:38:00 UTC |
13F-HR |
Sky Investment Group LLC |
2025 Q4
|
142
|
$605,410,029
|
| 14 Jan 2026, 12:23:41 UTC |
13F-HR |
Spire Wealth Management |
2025 Q4
|
2,298
|
$2,986,055,473
|
| 14 Jan 2026, 12:23:26 UTC |
13F-HR |
Cascade Investment Advisors, Inc. |
2025 Q4
|
113
|
$170,036,770
|
| 14 Jan 2026, 12:12:26 UTC |
13F-HR |
Baron Wealth Management LLC |
2025 Q4
|
259
|
$324,503,468
|
| 14 Jan 2026, 12:10:38 UTC |
13F-HR |
Barnes Dennig Private Wealth Management LLC |
2025 Q4
|
312
|
$99,578,530
|