| 13 Jan 2026, 18:03:44 UTC |
13F-HR |
IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q4
|
23
|
$222,921,881
|
| 13 Jan 2026, 17:58:18 UTC |
13F-HR/A |
TABR Capital Management, LLC |
2025 Q4 - Restatement
|
103
|
$257,841,615
|
| 13 Jan 2026, 17:55:12 UTC |
13F-HR |
LEGACY SOLUTIONS, LLC |
2025 Q4
|
81
|
$113,820,437
|
| 13 Jan 2026, 17:50:40 UTC |
13F-HR |
Enclave Advisors LLC |
2025 Q4
|
124
|
$705,689,537
|
| 13 Jan 2026, 17:49:07 UTC |
13F-HR |
MB, LEVIS & ASSOCIATES, LLC |
2025 Q4
|
245
|
$237,545,737
|
| 13 Jan 2026, 17:45:33 UTC |
13F-HR |
Sherman Wealth Management LLC |
2025 Q4
|
66
|
$99,804,124
|
| 13 Jan 2026, 17:44:34 UTC |
13F-HR |
Pathway Financial Advisors LLC |
2025 Q4
|
147
|
$795,978,010
|
| 13 Jan 2026, 17:42:21 UTC |
13F-HR |
BWM Planning, LLC |
2025 Q4
|
94
|
$374,233,879
|
| 13 Jan 2026, 17:39:56 UTC |
13F-HR |
Net Worth Advisory Group |
2025 Q4
|
441
|
$494,559,485
|
| 13 Jan 2026, 17:35:35 UTC |
13F-HR |
JFS WEALTH ADVISORS, LLC |
2025 Q4
|
1,917
|
$1,774,983,172
|
| 13 Jan 2026, 17:34:19 UTC |
13F-HR |
FAMILY WEALTH PARTNERS, LLC |
2025 Q4
|
92
|
$277,438,115
|
| 13 Jan 2026, 17:27:37 UTC |
13F-HR |
Trinity Financial Advisors LLC |
2025 Q4
|
95
|
$357,568,454
|
| 13 Jan 2026, 17:25:46 UTC |
13F-HR |
Capital Investment Advisors, LLC |
2025 Q4
|
732
|
$6,560,144,933
|
| 13 Jan 2026, 17:18:41 UTC |
13F-HR |
AVITY INVESTMENT MANAGEMENT INC. |
2025 Q4
|
107
|
$1,425,442,648
|
| 13 Jan 2026, 17:17:37 UTC |
13F-HR |
Team Financial Group, LLC |
2025 Q4
|
267
|
$220,423,220
|
| 13 Jan 2026, 17:16:03 UTC |
13F-HR |
Dakota Wealth Management |
2025 Q4
|
773
|
$5,627,887,206
|
| 13 Jan 2026, 17:15:32 UTC |
13F-HR |
CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q4
|
79
|
$329,454,464
|
| 13 Jan 2026, 17:12:57 UTC |
13F-HR |
Trust Point Inc. |
2025 Q4
|
479
|
$1,266,013,965
|
| 13 Jan 2026, 17:11:53 UTC |
13F-HR |
Stephens Consulting, LLC |
2025 Q4
|
475
|
$309,448,316
|
| 13 Jan 2026, 17:11:46 UTC |
13F-HR |
ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q4
|
125
|
$359,244,263
|
| 13 Jan 2026, 17:07:45 UTC |
13F-HR |
AVAII WEALTH MANAGEMENT, LLC |
2025 Q4
|
143
|
$275,868,288
|
| 13 Jan 2026, 17:04:48 UTC |
13F-HR |
Global X Japan Co., Ltd. |
2025 Q4
|
332
|
$1,314,423,929
|
| 13 Jan 2026, 17:04:21 UTC |
13F-HR |
CoreCap Advisors, LLC |
2025 Q4
|
2,943
|
$2,862,982,970
|
| 13 Jan 2026, 16:44:17 UTC |
13F-HR |
Shearwater Capital LLC |
2025 Q4
|
53
|
$174,205,780
|
| 13 Jan 2026, 16:40:20 UTC |
13F-HR |
Matrix Trust Co |
2025 Q4
|
215
|
$605,852,000
|
| 13 Jan 2026, 16:38:23 UTC |
13F-HR |
Sharkey, Howes & Javer |
2025 Q4
|
160
|
$786,761,795
|
| 13 Jan 2026, 16:36:15 UTC |
13F-HR |
MATHER GROUP, LLC. |
2025 Q4
|
632
|
$9,710,134,919
|
| 13 Jan 2026, 16:35:07 UTC |
13F-HR |
Ausbil Investment Management Ltd |
2025 Q4
|
67
|
$175,928,218
|
| 13 Jan 2026, 16:09:05 UTC |
13F-HR |
Alta Partners Management Company, L.P. |
2025 Q4
|
2
|
$103,592,643
|
| 13 Jan 2026, 16:02:08 UTC |
13F-HR |
Granite Group Advisors, LLC |
2025 Q4
|
90
|
$176,552,848
|
| 13 Jan 2026, 16:00:15 UTC |
13F-HR |
DAILY JOURNAL CORP |
2025 Q4
|
4
|
$276,651,220
|
| 13 Jan 2026, 15:40:15 UTC |
13F-HR |
SAGE ADVISORS, LLC |
2025 Q4
|
48
|
$150,835,650
|
| 13 Jan 2026, 15:38:34 UTC |
13F-HR |
FSA Investment Group, LLC |
2025 Q4
|
38
|
$164,043,136
|
| 13 Jan 2026, 15:13:23 UTC |
13F-HR |
Geremia Financial Services, LLC |
2025 Q4
|
10
|
$121,217,586
|
| 13 Jan 2026, 15:09:16 UTC |
13F-HR |
VALUE HOLDINGS MANAGEMENT CO. LLC |
2025 Q4
|
29
|
$597,726,000
|
| 13 Jan 2026, 14:51:17 UTC |
13F-HR |
CORBYN INVESTMENT MANAGEMENT INC/MD |
2025 Q4
|
69
|
$342,301,364
|
| 13 Jan 2026, 14:27:01 UTC |
13F-HR |
LongView Wealth Management |
2025 Q4
|
249
|
$414,087,688
|
| 13 Jan 2026, 14:25:17 UTC |
13F-HR |
Quadratic Capital Management LLC |
2025 Q4
|
2
|
$391,160,557
|
| 13 Jan 2026, 14:22:43 UTC |
13F-HR |
Stonehearth Capital Management, LLC |
2025 Q4
|
96
|
$270,300,316
|
| 13 Jan 2026, 13:55:44 UTC |
13F-HR |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2025 Q4
|
416
|
$18,777,833,228
|
| 13 Jan 2026, 13:44:17 UTC |
13F-HR |
Synergy Asset Management, LLC |
2025 Q4
|
227
|
$961,550,391
|
| 13 Jan 2026, 13:26:17 UTC |
13F-HR |
CMH Wealth Management LLC |
2025 Q4
|
53
|
$466,851,355
|
| 13 Jan 2026, 13:24:11 UTC |
13F-HR |
New Covenant Trust Company, N.A. |
2025 Q4
|
90
|
$110,854,680
|
| 13 Jan 2026, 13:21:09 UTC |
13F-HR |
FC Advisory LLC |
2025 Q4
|
117
|
$348,054,325
|
| 13 Jan 2026, 13:20:05 UTC |
13F-HR |
21 West Wealth Management LLC |
2025 Q4
|
62
|
$109,417,396
|
| 13 Jan 2026, 13:16:48 UTC |
13F-HR |
WALLER FINANCIAL PLANNING GROUP, INC |
2025 Q4
|
75
|
$450,351,097
|
| 13 Jan 2026, 13:10:42 UTC |
13F-HR |
Two West Capital Advisors LLC |
2025 Q4
|
96
|
$172,047,827
|
| 13 Jan 2026, 12:54:27 UTC |
13F-HR |
John W. Brooker & Co., CPAs |
2025 Q4
|
57
|
$55,858,416
|
| 13 Jan 2026, 12:48:48 UTC |
13F-HR |
PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q4
|
461
|
$1,820,052,884
|
| 13 Jan 2026, 12:26:56 UTC |
13F-HR |
Kelly Financial Services LLC |
2025 Q4
|
123
|
$398,985,550
|
| 13 Jan 2026, 12:21:41 UTC |
13F-HR |
MOULTON WEALTH MANAGEMENT, INC |
2025 Q4
|
40
|
$78,800,010
|
| 13 Jan 2026, 12:07:27 UTC |
13F-HR |
SMI Advisory Services, LLC |
2025 Q4
|
59
|
$580,290,672
|
| 13 Jan 2026, 12:00:21 UTC |
13F-HR |
Chad R. Baker |
2025 Q4
|
57
|
$557,389,471
|
| 13 Jan 2026, 11:55:04 UTC |
13F-HR |
RIVERBRIDGE PARTNERS LLC |
2025 Q4
|
188
|
$5,334,234,529
|
| 13 Jan 2026, 11:48:49 UTC |
13F-HR |
West Financial Advisors, LLC |
2025 Q4
|
235
|
$592,669,611
|
| 13 Jan 2026, 11:44:44 UTC |
13F-HR |
Kathmere Capital Management, LLC |
2025 Q4
|
563
|
$1,482,370,369
|
| 13 Jan 2026, 11:39:09 UTC |
13F-HR |
CPA Asset Management Group, LLC |
2025 Q4
|
106
|
$284,971,476
|
| 13 Jan 2026, 11:32:08 UTC |
13F-HR |
RAMSEY QUANTITATIVE SYSTEMS |
2025 Q4
|
13
|
$109,273,263
|
| 13 Jan 2026, 11:28:32 UTC |
13F-HR |
Triangle Securities Wealth Management |
2025 Q4
|
205
|
$474,322,064
|
| 13 Jan 2026, 11:24:16 UTC |
13F-HR |
Buttonwood Financial Group, LLC |
2025 Q4
|
33
|
$188,136,457
|
| 13 Jan 2026, 11:14:02 UTC |
13F-HR |
Hartz Capital, Inc. |
2025 Q4
|
0
|
$0
|
| 13 Jan 2026, 11:10:11 UTC |
13F-HR |
SYQUANT CAPITAL SAS |
2025 Q4
|
37
|
$817,187,000
|
| 13 Jan 2026, 11:09:36 UTC |
13F-HR |
BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2025 Q4
|
97
|
$369,578,356
|
| 13 Jan 2026, 10:59:26 UTC |
13F-HR |
PartnerRe Asset Management CORP |
2025 Q4
|
2
|
$139,460,345
|
| 13 Jan 2026, 10:52:26 UTC |
13F-HR |
IFG Advisors, LLC |
2025 Q4
|
154
|
$600,818,953
|
| 13 Jan 2026, 10:48:46 UTC |
13F-HR |
NatWest Group plc |
2025 Q4
|
39
|
$429,566,016
|
| 13 Jan 2026, 10:26:04 UTC |
13F-HR |
ALBERT D MASON INC |
2025 Q4
|
138
|
$151,949,667
|
| 13 Jan 2026, 10:18:57 UTC |
13F-HR |
Cadent Capital Advisors, LLC |
2025 Q4
|
181
|
$378,511,850
|
| 13 Jan 2026, 09:58:55 UTC |
13F-HR |
Bank & Trust Co |
2025 Q4
|
296
|
$141,610,756
|
| 13 Jan 2026, 09:58:19 UTC |
13F-HR |
NORDEN GROUP LLC |
2025 Q4
|
605
|
$1,021,357,163
|
| 13 Jan 2026, 09:41:23 UTC |
13F-HR |
BostonPremier Wealth LLC |
2025 Q4
|
69
|
$195,152,902
|
| 13 Jan 2026, 09:38:34 UTC |
13F-HR |
ForthRight Wealth Management, LLC |
2025 Q4
|
71
|
$347,838,117
|
| 13 Jan 2026, 09:37:08 UTC |
13F-HR |
FMA Wealth Management, LLC |
2025 Q4
|
45
|
$154,275,943
|
| 13 Jan 2026, 09:35:55 UTC |
13F-HR |
GUERRA PAN ADVISORS, LLC |
2025 Q4
|
113
|
$168,544,225
|
| 13 Jan 2026, 09:35:22 UTC |
13F-HR |
Sendero Wealth Management, LLC |
2025 Q4
|
196
|
$902,073,747
|
| 13 Jan 2026, 09:34:24 UTC |
13F-HR |
Mayflower Financial Advisors, LLC |
2025 Q4
|
413
|
$824,908,786
|
| 13 Jan 2026, 09:32:33 UTC |
13F-HR |
Stablepoint Partners, LLC |
2025 Q4
|
245
|
$640,929,246
|
| 13 Jan 2026, 09:31:06 UTC |
13F-HR |
BALANCED WEALTH GROUP LLC |
2025 Q4
|
72
|
$272,937,127
|
| 13 Jan 2026, 09:29:54 UTC |
13F-HR |
REGATTA CAPITAL GROUP, LLC |
2025 Q4
|
211
|
$662,102,224
|
| 13 Jan 2026, 09:27:18 UTC |
13F-HR |
Well Done, LLC |
2025 Q4
|
197
|
$669,113,064
|
| 13 Jan 2026, 09:23:09 UTC |
13F-HR |
PRESILIUM PRIVATE WEALTH, LLC |
2025 Q4
|
76
|
$547,378,571
|
| 13 Jan 2026, 09:13:34 UTC |
13F-HR/A |
Sanctuary Advisors, LLC |
2025 Q3 - New Holdings
|
2,411
|
$17,445,921,876
|
| 13 Jan 2026, 09:09:34 UTC |
13F-HR |
Compton Wealth Advisory Group, LLC |
2025 Q4
|
85
|
$457,540,415
|
| 13 Jan 2026, 09:06:03 UTC |
13F-HR |
Argentarii, LLC |
2025 Q4
|
199
|
$295,436,779
|
| 13 Jan 2026, 08:52:38 UTC |
13F-HR |
STABLEFORD CAPITAL II LLC |
2025 Q4
|
145
|
$276,824,864
|
| 13 Jan 2026, 08:36:02 UTC |
13F-HR |
McClarren Financial Advisors, Inc. |
2025 Q4
|
77
|
$71,036,817
|
| 13 Jan 2026, 08:27:24 UTC |
13F-HR |
FLAGSTAR ADVISORS INC |
2025 Q4
|
177
|
$298,649,130
|
| 13 Jan 2026, 08:23:36 UTC |
13F-HR |
Lionshead Wealth Management, LLC |
2025 Q4
|
106
|
$133,035,063
|
| 13 Jan 2026, 08:15:49 UTC |
13F-HR |
FIRST FINANCIAL CORP /IN/ |
2025 Q4
|
307
|
$264,943,784
|
| 13 Jan 2026, 08:12:28 UTC |
13F-HR |
Trust Asset Management LLC |
2025 Q4
|
226
|
$1,466,046,239
|
| 13 Jan 2026, 07:17:55 UTC |
13F-HR |
Stonehage Fleming Financial Services Holdings Ltd |
2025 Q4
|
222
|
$3,251,557,342
|
| 12 Jan 2026, 21:37:57 UTC |
13F-HR |
Wynn Capital, LLC |
2025 Q4
|
109
|
$205,892,036
|
| 12 Jan 2026, 21:34:12 UTC |
13F-HR |
DEFINE FINANCIAL, LLC |
2025 Q4
|
43
|
$176,422,758
|
| 12 Jan 2026, 21:30:35 UTC |
13F-HR |
Roberts Wealth Advisors, LLC |
2025 Q4
|
99
|
$383,195,668
|
| 12 Jan 2026, 21:25:08 UTC |
13F-HR |
Signal Advisors Wealth, LLC |
2025 Q4
|
501
|
$1,257,888,349
|
| 12 Jan 2026, 21:13:46 UTC |
13F-HR |
Gibson Wealth Advisors LLC |
2025 Q4
|
34
|
$145,874,063
|
| 12 Jan 2026, 21:08:05 UTC |
13F-HR |
SPRING CAPITAL MANAGEMENT, LLC |
2025 Q4
|
49
|
$197,540,348
|
| 12 Jan 2026, 21:02:33 UTC |
13F-HR |
SCRATCH CAPITAL LLC |
2025 Q4
|
47
|
$152,815,322
|
| 12 Jan 2026, 20:41:32 UTC |
13F-HR |
Dream Peak Capital Ltd |
2025 Q4
|
6
|
$642,187,793
|
| 12 Jan 2026, 19:19:06 UTC |
13F-HR |
Harrington Investments, INC |
2025 Q4
|
84
|
$199,065,850
|