| 06 Feb 2026, 12:43:15 UTC |
13F-HR |
Financial Synergies Wealth Advisors, Inc. |
2025 Q4
|
107
|
$1,035,763,037
|
| 06 Feb 2026, 12:41:26 UTC |
13F-HR |
Mach-1 Financial Group, LLC |
2025 Q4
|
296
|
$486,801,114
|
| 06 Feb 2026, 12:38:57 UTC |
13F-HR |
Altium Capital Management LLC |
2025 Q4
|
18
|
$25,295,447
|
| 06 Feb 2026, 12:38:36 UTC |
13F-HR |
Trajan Wealth LLC |
2025 Q4
|
153
|
$2,398,445,195
|
| 06 Feb 2026, 12:37:20 UTC |
13F-HR |
Summit Creek Advisors LLC |
2025 Q4
|
67
|
$635,569,284
|
| 06 Feb 2026, 12:36:16 UTC |
13F-HR |
Private Wealth Advisors, LLC |
2025 Q4
|
87
|
$277,555,891
|
| 06 Feb 2026, 12:33:26 UTC |
13F-HR |
AEW CAPITAL MANAGEMENT L P |
2025 Q4
|
37
|
$1,381,679,073
|
| 06 Feb 2026, 12:22:57 UTC |
13F-HR |
Fortis Group Advisors, LLC |
2025 Q4
|
577
|
$596,194,266
|
| 06 Feb 2026, 12:22:24 UTC |
13F-HR |
Hi-Line Capital Management, LLC |
2025 Q4
|
37
|
$300,443,465
|
| 06 Feb 2026, 12:22:13 UTC |
13F-HR |
ALGEBRIS (UK) LTD |
2025 Q4
|
80
|
$1,260,266,992
|
| 06 Feb 2026, 12:20:21 UTC |
13F-HR |
Gladius Capital Management LP |
2025 Q4
|
30
|
$80,939,388
|
| 06 Feb 2026, 12:19:28 UTC |
13F-HR |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2025 Q4
|
188
|
$558,116,328
|
| 06 Feb 2026, 12:18:50 UTC |
13F-HR |
Peirce Capital Management, LLC |
2025 Q4
|
43
|
$251,224,981
|
| 06 Feb 2026, 12:18:20 UTC |
13F-HR |
Eagle Health Investments LP |
2025 Q4
|
30
|
$455,055,852
|
| 06 Feb 2026, 12:18:14 UTC |
13F-HR |
Elk River Wealth Management LLC |
2025 Q4
|
103
|
$604,376,358
|
| 06 Feb 2026, 12:14:01 UTC |
13F-HR |
Garda Capital Partners LP |
2025 Q4
|
1
|
$1,705,200
|
| 06 Feb 2026, 12:13:18 UTC |
13F-HR |
Cypress Capital, LLC |
2025 Q4
|
93
|
$357,097,807
|
| 06 Feb 2026, 12:08:28 UTC |
13F-HR |
Shakespeare Wealth Management, LLC |
2025 Q4
|
105
|
$452,210,420
|
| 06 Feb 2026, 12:08:19 UTC |
13F-HR |
Verde Servicos Internacionais S.A. |
2025 Q4
|
28
|
$311,793,000
|
| 06 Feb 2026, 12:06:52 UTC |
13F-HR |
Callahan Advisors, LLC |
2025 Q4
|
174
|
$1,216,662,008
|
| 06 Feb 2026, 12:05:21 UTC |
13F-HR |
UNIVERSITY OF CHICAGO |
2025 Q4
|
12
|
$206,759,317
|
| 06 Feb 2026, 12:00:50 UTC |
13F-HR |
Flaharty Asset Management, LLC |
2025 Q4
|
141
|
$800,726,696
|
| 06 Feb 2026, 12:00:47 UTC |
13F-HR |
EMERGENCE GP PARTNERS, LLC |
2025 Q4
|
4
|
$154,083,662
|
| 06 Feb 2026, 11:59:48 UTC |
13F-HR |
CWS Financial Advisors, LLC |
2025 Q4
|
150
|
$368,323,201
|
| 06 Feb 2026, 11:56:45 UTC |
13F-HR |
Portland Financial Advisors Inc |
2025 Q4
|
77
|
$47,027,171
|
| 06 Feb 2026, 11:55:27 UTC |
13F-HR |
HARMONY ASSET MANAGEMENT LLC |
2025 Q4
|
181
|
$298,191,679
|
| 06 Feb 2026, 11:52:03 UTC |
13F-HR |
Forum Private Client Group LLC |
2025 Q4
|
81
|
$293,428,363
|
| 06 Feb 2026, 11:50:37 UTC |
13F-HR |
LEGACY FINANCIAL GROUP, INC. |
2025 Q4
|
94
|
$381,437,420
|
| 06 Feb 2026, 11:48:43 UTC |
13F-HR |
Taylor Financial Group, Inc. |
2025 Q4
|
102
|
$170,158,016
|
| 06 Feb 2026, 11:47:23 UTC |
13F-HR |
Fi3 FINANCIAL ADVISORS, LLC |
2025 Q4
|
192
|
$326,930,946
|
| 06 Feb 2026, 11:46:44 UTC |
13F-HR |
Aspen Investment Management Inc |
2025 Q4
|
176
|
$331,299,000
|
| 06 Feb 2026, 11:44:44 UTC |
13F-HR |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
2025 Q4
|
278
|
$1,076,240,903
|
| 06 Feb 2026, 11:43:29 UTC |
13F-HR |
BURLING WEALTH PARTNERS, LLC |
2025 Q4
|
185
|
$643,648,582
|
| 06 Feb 2026, 11:42:32 UTC |
13F-HR |
SIERRA SUMMIT ADVISORS LLC |
2025 Q4
|
171
|
$652,262,249
|
| 06 Feb 2026, 11:39:08 UTC |
13F-HR |
MJP ASSOCIATES INC /ADV |
2025 Q4
|
244
|
$799,454,424
|
| 06 Feb 2026, 11:36:24 UTC |
13F-HR |
Red Wave Investments LLC |
2025 Q4
|
113
|
$336,154,259
|
| 06 Feb 2026, 11:33:56 UTC |
13F-HR |
Leonteq Securities AG |
2025 Q4
|
1,304
|
$1,868,489,172
|
| 06 Feb 2026, 11:31:30 UTC |
13F-HR |
PINKERTON WEALTH, LLC |
2025 Q4
|
138
|
$975,511,680
|
| 06 Feb 2026, 11:30:11 UTC |
13F-HR |
Midwest Professional Planners, LTD. |
2025 Q4
|
142
|
$422,151,490
|
| 06 Feb 2026, 11:29:59 UTC |
13F-HR/A |
IFP Advisors, Inc |
2025 Q3 - Restatement
|
4,841
|
$3,850,691,396
|
| 06 Feb 2026, 11:28:26 UTC |
13F-HR |
Seros Financial, LLC |
2025 Q4
|
61
|
$170,488,394
|
| 06 Feb 2026, 11:26:51 UTC |
13F-HR |
RPS ADVISORY SOLUTIONS LLC |
2025 Q4
|
134
|
$211,988,333
|
| 06 Feb 2026, 11:26:22 UTC |
13F-HR |
Madison International Realty Holdings, LLC |
2025 Q4
|
1
|
$54,894,106
|
| 06 Feb 2026, 11:26:17 UTC |
13F-HR |
MAD RIVER INVESTORS |
2025 Q4
|
34
|
$219,449,733
|
| 06 Feb 2026, 11:25:33 UTC |
13F-HR |
Quantum Private Wealth, LLC |
2025 Q4
|
169
|
$342,441,040
|
| 06 Feb 2026, 11:25:24 UTC |
13F-HR |
BROWN WEALTH MANAGEMENT, LLC |
2025 Q4
|
110
|
$380,061,489
|
| 06 Feb 2026, 11:23:25 UTC |
13F-HR |
Poehling Capital Management, INC. |
2025 Q4
|
141
|
$488,745,623
|
| 06 Feb 2026, 11:19:22 UTC |
13F-HR |
Providence Wealth Advisors, LLC |
2025 Q4
|
87
|
$155,844,290
|
| 06 Feb 2026, 11:17:36 UTC |
13F-HR |
AFBI LP |
2025 Q4
|
0
|
$0
|
| 06 Feb 2026, 11:16:12 UTC |
13F-HR |
Marble Harbor Investment Counsel, LLC |
2025 Q4
|
185
|
$935,513,624
|
| 06 Feb 2026, 11:12:18 UTC |
13F-HR |
ADELL HARRIMAN & CARPENTER INC |
2025 Q4
|
168
|
$1,674,724,909
|
| 06 Feb 2026, 11:09:00 UTC |
13F-HR |
GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q4
|
234
|
$924,262,158
|
| 06 Feb 2026, 11:03:58 UTC |
13F-HR |
MOTCO |
2025 Q4
|
631
|
$1,103,168,581
|
| 06 Feb 2026, 11:00:25 UTC |
13F-HR |
PRINCETON CAPITAL MANAGEMENT LLC |
2025 Q4
|
141
|
$387,608,128
|
| 06 Feb 2026, 10:55:29 UTC |
13F-HR |
Midwestern Financial, LLC /IA |
2025 Q4
|
52
|
$120,874,287
|
| 06 Feb 2026, 10:54:45 UTC |
13F-HR |
ABN AMRO INVESTMENT SOLUTIONS |
2025 Q4
|
564
|
$6,755,495,396
|
| 06 Feb 2026, 10:54:22 UTC |
13F-HR/A |
Wellesley Asset Management |
2025 Q4 - Restatement
|
54
|
$960,808,541
|
| 06 Feb 2026, 10:53:34 UTC |
13F-HR/A |
Rathbones Group PLC |
2025 Q4 - Restatement
|
628
|
$25,261,309,235
|
| 06 Feb 2026, 10:53:33 UTC |
13F-HR |
Reliant Investment Partners, LLC |
2025 Q4
|
109
|
$127,407,205
|
| 06 Feb 2026, 10:48:48 UTC |
13F-HR |
Lazard Freres Gestion S.A.S. |
2025 Q4
|
112
|
$5,550,473,000
|
| 06 Feb 2026, 10:47:29 UTC |
13F-HR |
Fischer Financial Services, Inc. |
2025 Q4
|
63
|
$377,950,681
|
| 04 Feb 2026, 14:56:24 UTC |
13F-HR |
Simcoe Capital LLC |
2025 Q4
|
31
|
$106,206,102
|
| 04 Feb 2026, 16:26:56 UTC |
13F-HR |
Stonebridge Financial Group, LLC / MO |
2025 Q4
|
159
|
$115,540,458
|
| 04 Feb 2026, 09:47:52 UTC |
13F-HR |
BRC-Global BAH Investments Ltd. |
2025 Q4
|
1
|
$84,501,053
|
| 03 Feb 2026, 20:51:56 UTC |
13F-HR |
Clark Wealth Partners |
2025 Q4
|
559
|
$164,161,656
|
| 03 Feb 2026, 20:49:39 UTC |
13F-HR |
Clark Wealth Partners |
2025 Q3
|
559
|
$164,048,298
|
| 03 Feb 2026, 20:42:50 UTC |
13F-HR |
Clark Wealth Partners |
2025 Q2
|
536
|
$148,188,073
|
| 03 Feb 2026, 20:37:56 UTC |
13F-HR |
Clark Wealth Partners |
2025 Q1
|
527
|
$134,862,413
|
| 03 Feb 2026, 20:32:14 UTC |
13F-HR |
Clark Wealth Partners |
2024 Q4
|
528
|
$128,865,764
|
| 03 Feb 2026, 19:59:36 UTC |
13F-HR |
Womack Financial LLC |
2025 Q3
|
68
|
$131,768,890
|
| 03 Feb 2026, 19:54:06 UTC |
13F-HR |
Womack Financial LLC |
2025 Q2
|
65
|
$108,468,862
|
| 03 Feb 2026, 19:48:33 UTC |
13F-HR |
Womack Financial LLC |
2025 Q1
|
65
|
$109,227,776
|
| 03 Feb 2026, 19:43:08 UTC |
13F-HR |
Womack Financial LLC |
2024 Q4
|
64
|
$112,667,075
|
| 03 Feb 2026, 21:38:02 UTC |
13F-HR |
Ballast Rock Private Wealth LLC |
2025 Q4
|
171
|
$160,010,289
|
| 03 Feb 2026, 17:53:37 UTC |
13F-HR |
Ebert Capital Management Inc. |
2025 Q4
|
25
|
$103,400,084
|
| 04 Feb 2026, 13:56:41 UTC |
13F-HR |
Investment Advisory Services Group LLC |
2025 Q4
|
31
|
$112,661,896
|
| 03 Feb 2026, 18:09:28 UTC |
13F-HR |
NWM ADVISORS, LLC |
2025 Q4
|
25
|
$114,933,484
|
| 04 Feb 2026, 12:32:54 UTC |
13F-HR |
Englebert Financial Advisers, LLC |
2025 Q4
|
51
|
$86,905,317
|
| 04 Feb 2026, 08:41:19 UTC |
13F-HR |
Kepler Cheuvreux (Suisse) SA |
2025 Q4
|
148
|
$1,771,360,690
|
| 04 Feb 2026, 09:19:38 UTC |
13F-HR |
Peak Wealth Management LLC |
2025 Q4
|
51
|
$119,629,974
|
| 06 Feb 2026, 10:44:48 UTC |
13F-HR |
BlueStem Wealth Partners, LLC |
2025 Q4
|
125
|
$905,724,823
|
| 04 Feb 2026, 16:14:04 UTC |
13F-HR |
SUMMIT WEALTH GROUP LLC / CO |
2025 Q4
|
273
|
$754,127,586
|
| 03 Feb 2026, 18:00:30 UTC |
13F-HR |
Midwest Trust Co |
2025 Q4
|
588
|
$8,014,570,757
|
| 04 Feb 2026, 11:47:07 UTC |
13F-HR |
HORAN Wealth, LLC |
2025 Q4
|
178
|
$650,906,621
|
| 04 Feb 2026, 12:53:10 UTC |
13F-HR |
BIRCHBROOK, INC. |
2025 Q4
|
296
|
$200,555,272
|
| 04 Feb 2026, 09:30:10 UTC |
13F-HR |
BYRNE FINANCIAL FREEDOM, LLC |
2025 Q4
|
99
|
$217,927,838
|
| 04 Feb 2026, 11:10:17 UTC |
13F-HR |
AGH Wealth Advisors, LLC |
2025 Q4
|
115
|
$133,087,058
|
| 03 Feb 2026, 21:17:05 UTC |
13F-HR |
Dogwood Wealth Management LLC |
2025 Q4
|
738
|
$227,192,679
|
| 04 Feb 2026, 12:29:16 UTC |
13F-HR |
Fourth Dimension Wealth, LLC |
2025 Q4
|
604
|
$274,033,279
|
| 04 Feb 2026, 14:54:45 UTC |
13F-HR |
Topsail Wealth Management, LLC |
2025 Q4
|
268
|
$682,831,044
|
| 04 Feb 2026, 16:26:31 UTC |
13F-HR |
Tepp RIA, LLC |
2025 Q4
|
38
|
$101,028,376
|
| 04 Feb 2026, 10:14:35 UTC |
13F-HR |
CERTIOR FINANCIAL GROUP, LLC |
2025 Q4
|
130
|
$146,717,813
|
| 04 Feb 2026, 14:35:40 UTC |
13F-HR |
PEREGRINE INVESTMENT MANAGEMENT INC |
2025 Q4
|
19
|
$161,040,705
|
| 04 Feb 2026, 12:49:39 UTC |
13F-HR |
Purkiss Capital Advisors LLC |
2025 Q4
|
165
|
$213,331,227
|
| 04 Feb 2026, 12:44:05 UTC |
13F-HR |
OFC FINANCIAL PLANNING, LLC |
2025 Q4
|
56
|
$105,313,579
|
| 03 Feb 2026, 18:01:34 UTC |
13F-HR |
BankPlus Wealth Management LLC |
2025 Q4
|
111
|
$181,173,139
|
| 04 Feb 2026, 11:26:16 UTC |
13F-HR |
ABC ARBITRAGE SA |
2025 Q4
|
313
|
$1,067,981,674
|
| 04 Feb 2026, 13:48:56 UTC |
13F-HR |
Jacksonville Wealth Management, LLC |
2025 Q4
|
74
|
$141,242,886
|
| 04 Feb 2026, 10:15:20 UTC |
13F-HR |
AG2R LA MONDIALE GESTION D'ACTIFS |
2025 Q4
|
357
|
$2,258,435,646
|
| 03 Feb 2026, 17:47:55 UTC |
13F-HR |
Pandora Wealth, Inc. |
2025 Q4
|
224
|
$164,555,008
|