| 03 Feb 2026, 14:40:10 UTC |
13F-HR |
Merrithew & Thorsten Inc |
2025 Q4
|
110
|
$94,542,000
|
| 03 Feb 2026, 14:22:11 UTC |
13F-HR |
Strategic Wealth Advisors LLC |
2025 Q4
|
255
|
$116,928,000
|
| 03 Feb 2026, 10:23:18 UTC |
13F-HR |
Bluebird Wealth Management LLC |
2025 Q4
|
70
|
$107,052,738
|
| 02 Feb 2026, 20:33:27 UTC |
13F-HR |
Liberty Atlantic Advisors LLC |
2025 Q4
|
78
|
$101,781,293
|
| 03 Feb 2026, 15:42:25 UTC |
13F-HR |
Pearl Planning LLC |
2025 Q4
|
52
|
$163,512,209
|
| 03 Feb 2026, 09:37:32 UTC |
13F-HR |
Indivisible Partners |
2025 Q4
|
440
|
$922,233,586
|
| 02 Feb 2026, 17:52:20 UTC |
13F-HR |
CHRISTINE MESSMER PC |
2025 Q4
|
79
|
$153,326,775
|
| 03 Feb 2026, 11:06:45 UTC |
13F-HR |
Kassira Wealth Management LLC |
2025 Q4
|
55
|
$105,414,791
|
| 03 Feb 2026, 09:43:35 UTC |
13F-HR |
Manske Wealth Management |
2025 Q4
|
214
|
$338,401,705
|
| 02 Feb 2026, 19:07:36 UTC |
13F-HR |
BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q4
|
211
|
$133,821,750
|
| 02 Feb 2026, 20:08:14 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2023 Q4 - Restatement
|
223
|
$127,652,219
|
| 02 Feb 2026, 20:02:41 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q1 - Restatement
|
235
|
$130,318,580
|
| 02 Feb 2026, 19:56:44 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q2 - Restatement
|
238
|
$129,721,738
|
| 02 Feb 2026, 19:50:05 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q3 - Restatement
|
238
|
$135,690,222
|
| 02 Feb 2026, 19:44:10 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q4 - Restatement
|
233
|
$130,525,771
|
| 02 Feb 2026, 19:36:48 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q1 - Restatement
|
225
|
$127,795,908
|
| 02 Feb 2026, 19:30:10 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q2 - Restatement
|
220
|
$626,001,553
|
| 02 Feb 2026, 19:21:22 UTC |
13F-HR/A |
BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q3 - Restatement
|
217
|
$136,648,730
|
| 03 Feb 2026, 13:01:39 UTC |
13F-HR |
New Dimensions Wealth Management, LLC |
2025 Q4
|
20
|
$116,943,934
|
| 02 Feb 2026, 17:52:01 UTC |
13F-HR |
Milestone Asset Management Group, LLC |
2025 Q4
|
129
|
$177,100,698
|
| 03 Feb 2026, 10:36:58 UTC |
13F-HR |
Fire Capital Management LLC |
2025 Q4
|
117
|
$200,525,721
|
| 03 Feb 2026, 13:32:28 UTC |
13F-HR |
RD Finance Ltd |
2025 Q4
|
25
|
$98,932,000
|
| 02 Feb 2026, 21:05:13 UTC |
13F-HR |
Kingstone Capital Partners Texas, LLC |
2025 Q4
|
58
|
$171,427,000
|
| 03 Feb 2026, 14:08:20 UTC |
13F-HR |
Navigoe, LLC |
2025 Q4
|
253
|
$162,024,000
|
| 02 Feb 2026, 17:35:38 UTC |
13F-HR |
AssuredPartners Investment Advisors, LLC |
2025 Q4
|
342
|
$672,162,515
|
| 03 Feb 2026, 13:22:42 UTC |
13F-HR |
Grove Street Fiduciary, LLC |
2025 Q4
|
76
|
$239,241,510
|
| 03 Feb 2026, 17:18:06 UTC |
13F-HR |
Centerpoint Advisory Group |
2025 Q4
|
107
|
$129,811,426
|
| 03 Feb 2026, 12:44:34 UTC |
13F-HR |
Jordan Park Trust Co LLC |
2025 Q4
|
16
|
$145,979,585
|
| 03 Feb 2026, 12:05:55 UTC |
13F-HR |
Asset Planning,Inc |
2025 Q4
|
296
|
$131,717,529
|
| 03 Feb 2026, 17:12:16 UTC |
13F-HR |
Grange Capital, LLC |
2025 Q4
|
47
|
$104,205,318
|
| 03 Feb 2026, 12:06:49 UTC |
13F-HR |
Generali Asset Management SPA SGR |
2025 Q4
|
483
|
$4,892,732,195
|
| 03 Feb 2026, 16:57:46 UTC |
13F-HR |
Legacy Wealth Managment, LLC/ID |
2025 Q4
|
919
|
$208,742,202
|
| 03 Feb 2026, 08:25:56 UTC |
13F-HR |
Golden Bell Financial Planning LLC |
2025 Q4
|
36
|
$120,127,867
|
| 02 Feb 2026, 17:48:14 UTC |
13F-HR |
FORONJY FINANCIAL LLC |
2025 Q4
|
104
|
$239,500,018
|
| 03 Feb 2026, 08:58:48 UTC |
13F-HR |
S-Bank Fund Management Ltd |
2025 Q4
|
176
|
$771,369,486
|
| 03 Feb 2026, 17:00:31 UTC |
13F-HR |
Drucker Wealth 3.0, LLC |
2025 Q4
|
261
|
$568,856,735
|
| 03 Feb 2026, 12:12:07 UTC |
13F-HR |
DIVERSIFY WEALTH MANAGEMENT, LLC |
2025 Q4
|
622
|
$2,143,554,842
|
| 03 Feb 2026, 11:34:48 UTC |
13F-HR |
Summerhill Capital Management lnc. |
2025 Q4
|
17
|
$108,305,602
|
| 03 Feb 2026, 16:44:54 UTC |
13F-HR |
Ridgeline Wealth Planning, LLC |
2025 Q4
|
50
|
$140,137,244
|
| 02 Feb 2026, 21:06:05 UTC |
13F-HR |
Pilgrim Partners Asia Pte Ltd |
2025 Q4
|
111
|
$207,737,075
|
| 03 Feb 2026, 12:53:06 UTC |
13F-HR |
Climber Capital SA |
2025 Q4
|
58
|
$153,470,495
|
| 03 Feb 2026, 10:48:39 UTC |
13F-HR |
Encompass More Asset Management |
2025 Q4
|
241
|
$539,735,705
|
| 03 Feb 2026, 10:12:27 UTC |
13F-HR |
Morton Capital Management LLC/CA |
2025 Q4
|
134
|
$651,156,437
|
| 03 Feb 2026, 15:08:51 UTC |
13F-HR |
NBZ Investment Advisors LLC |
2025 Q4
|
61
|
$229,071,851
|
| 03 Feb 2026, 13:15:53 UTC |
13F-HR |
CGC Financial Services, LLC |
2025 Q4
|
340
|
$373,752,439
|
| 03 Feb 2026, 16:43:12 UTC |
13F-HR |
LJI Wealth Management, LLC |
2025 Q4
|
188
|
$654,662,246
|
| 03 Feb 2026, 15:12:16 UTC |
13F-HR |
CHANNEL WEALTH LLC |
2025 Q4
|
172
|
$395,009,420
|
| 03 Feb 2026, 15:20:48 UTC |
13F-HR |
Buck Wealth Strategies, LLC |
2025 Q4
|
172
|
$787,888,608
|
| 03 Feb 2026, 16:39:18 UTC |
13F-HR |
BURR FINANCIAL SERVICES, LLC |
2025 Q4
|
26
|
$133,672,822
|
| 03 Feb 2026, 10:21:15 UTC |
13F-HR |
Parker Financial LLC |
2025 Q4
|
34
|
$246,560,291
|
| 03 Feb 2026, 10:49:13 UTC |
13F-HR |
Marmo Financial Group, LLC |
2025 Q4
|
38
|
$211,280,079
|
| 03 Feb 2026, 17:16:59 UTC |
13F-HR |
Arcadia Wealth Management, LLC |
2025 Q4
|
63
|
$268,781,381
|
| 03 Feb 2026, 10:23:40 UTC |
13F-HR |
Allegiance Financial Group Advisory Services LLC |
2025 Q4
|
177
|
$475,757,226
|
| 03 Feb 2026, 12:35:30 UTC |
13F-HR |
Redwood Wealth Management Group, LLC |
2025 Q4
|
187
|
$239,053,137
|
| 03 Feb 2026, 11:31:54 UTC |
13F-HR |
Cassaday & Co Wealth Management LLC |
2025 Q4
|
351
|
$4,745,514,496
|
| 02 Feb 2026, 17:47:51 UTC |
13F-HR |
Nordwand Advisors, LLC |
2025 Q4
|
146
|
$572,326,228
|
| 02 Feb 2026, 18:14:12 UTC |
13F-HR |
Gallacher Capital Management LLC |
2025 Q4
|
293
|
$258,672,754
|
| 02 Feb 2026, 20:26:13 UTC |
13F-HR |
Cresta Advisors, Ltd. |
2025 Q4
|
167
|
$238,513,140
|
| 03 Feb 2026, 12:12:58 UTC |
13F-HR |
Coston, McIsaac & Partners |
2025 Q4
|
817
|
$430,785,000
|
| 03 Feb 2026, 10:08:41 UTC |
13F-HR |
Plan Group Financial, LLC |
2025 Q4
|
202
|
$385,291,408
|
| 03 Feb 2026, 10:22:52 UTC |
13F-HR |
AMARA FINANCIAL, LLC. |
2025 Q4
|
46
|
$144,387,175
|
| 03 Feb 2026, 13:19:01 UTC |
13F-HR |
Strengthening Families & Communities, LLC |
2025 Q4
|
401
|
$280,603,318
|
| 06 Feb 2026, 10:36:16 UTC |
13F-HR |
KENNEDY INVESTMENT GROUP |
2025 Q4
|
140
|
$265,091,799
|
| 03 Feb 2026, 11:54:20 UTC |
13F-HR |
ASR Vermogensbeheer N.V. |
2025 Q4
|
526
|
$8,599,053,019
|
| 02 Feb 2026, 21:33:22 UTC |
13F-HR |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q4
|
42
|
$389,639,349
|
| 03 Feb 2026, 13:19:12 UTC |
13F-HR |
Virtus Family Office LLC |
2025 Q4
|
64
|
$116,018,041
|
| 03 Feb 2026, 12:06:37 UTC |
13F-HR |
Vantage Financial Partners, LLC |
2025 Q4
|
212
|
$492,558,811
|
| 02 Feb 2026, 17:50:43 UTC |
13F-HR |
PRIMORIS WEALTH ADVISORS, LLC |
2025 Q4
|
111
|
$167,155,422
|
| 03 Feb 2026, 10:15:34 UTC |
13F-HR |
Enhancing Capital LLC |
2025 Q4
|
89
|
$139,799,090
|
| 03 Feb 2026, 10:21:55 UTC |
13F-HR |
SFG Wealth Management, LLC. |
2025 Q4
|
130
|
$254,532,550
|
| 03 Feb 2026, 14:01:35 UTC |
13F-HR |
Silver Oak Advisory Group, Inc. |
2025 Q4
|
75
|
$221,176,000
|
| 03 Feb 2026, 17:10:31 UTC |
13F-HR |
Stiles Financial Services Inc |
2025 Q4
|
172
|
$324,828,616
|
| 02 Feb 2026, 20:27:55 UTC |
13F-HR |
Highlander Partners, L.P. |
2025 Q4
|
66
|
$278,685,474
|
| 03 Feb 2026, 17:01:50 UTC |
13F-HR |
Washington Trust Advisors, Inc. |
2025 Q4
|
585
|
$1,308,809,895
|
| 03 Feb 2026, 08:53:05 UTC |
13F-HR |
Maytree Asset Management Ltd |
2025 Q4
|
17
|
$134,874,191
|
| 03 Feb 2026, 10:21:36 UTC |
13F-HR |
Dean, Jacobson Financial Services, LLC |
2025 Q4
|
18
|
$157,618,374
|
| 02 Feb 2026, 17:41:47 UTC |
13F-HR |
Heartland Bank & Trust Co |
2025 Q4
|
155
|
$236,234,413
|
| 03 Feb 2026, 17:00:18 UTC |
13F-HR |
Equity L.L.C. PSG |
2025 Q4
|
1
|
$1,034,975,289
|
| 03 Feb 2026, 17:12:37 UTC |
13F-HR |
NewEdge Wealth, LLC |
2025 Q4
|
1,179
|
$8,849,872,913
|
| 02 Feb 2026, 20:59:07 UTC |
13F-HR |
SBI Securities Co., Ltd. |
2025 Q4
|
4,013
|
$3,889,854,530
|
| 03 Feb 2026, 15:25:21 UTC |
13F-HR |
Weitzel Financial Services, Inc. |
2025 Q4
|
47
|
$258,400,412
|
| 03 Feb 2026, 14:59:35 UTC |
13F-HR |
Orion Capital Management LLC |
2025 Q4
|
486
|
$296,323,687
|
| 03 Feb 2026, 11:10:48 UTC |
13F-HR |
SummerHaven Investment Management, LLC |
2025 Q4
|
194
|
$176,198,488
|
| 03 Feb 2026, 11:03:42 UTC |
13F-HR |
OAK FAMILY ADVISORS, LLC |
2025 Q4
|
101
|
$326,422,829
|
| 02 Feb 2026, 21:29:01 UTC |
13F-HR |
Privium Fund Management (UK) Ltd |
2025 Q4
|
7
|
$133,881,751
|
| 02 Feb 2026, 18:51:43 UTC |
13F-HR |
Destiny Wealth Partners, LLC |
2025 Q4
|
211
|
$871,104,296
|
| 02 Feb 2026, 17:49:34 UTC |
13F-HR |
Alta Wealth Advisors LLC |
2025 Q4
|
164
|
$299,148,821
|
| 02 Feb 2026, 18:33:37 UTC |
13F-HR |
McCarthy Asset Management, Inc. |
2025 Q4
|
27
|
$191,558,661
|
| 02 Feb 2026, 17:42:11 UTC |
13F-HR |
MMA ASSET MANAGEMENT LLC |
2025 Q4
|
182
|
$280,538,399
|
| 02 Feb 2026, 17:46:54 UTC |
13F-HR |
Falcon Wealth Planning |
2025 Q4
|
216
|
$1,187,336,405
|
| 03 Feb 2026, 13:45:54 UTC |
13F-HR |
Maxi Investments CY Ltd |
2025 Q4
|
115
|
$549,956,000
|
| 03 Feb 2026, 17:20:04 UTC |
13F-HR |
EWA, LLC |
2025 Q4
|
271
|
$409,591,227
|
| 03 Feb 2026, 16:55:15 UTC |
13F-HR |
F/m Investments LLC |
2025 Q4
|
430
|
$2,631,029,018
|
| 03 Feb 2026, 12:18:38 UTC |
13F-HR |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
2,201
|
$1,430,590,074
|
| 03 Feb 2026, 17:09:26 UTC |
13F-HR |
Triton Financial Group Inc |
2025 Q4
|
85
|
$150,992,180
|
| 03 Feb 2026, 10:37:01 UTC |
13F-HR |
Sowa Financial Group, Inc. |
2025 Q4
|
30
|
$192,007,000
|
| 03 Feb 2026, 13:28:51 UTC |
13F-HR |
Juniper Hill Capital Management LP |
2025 Q4
|
4
|
$418,749,633
|
| 03 Feb 2026, 09:24:49 UTC |
13F-HR |
BALLAST ADVISORS LLC |
2025 Q4
|
175
|
$362,508,589
|
| 03 Feb 2026, 16:29:46 UTC |
13F-HR |
University of Massachusetts Foundation, Inc. |
2025 Q4
|
0
|
$0
|
| 03 Feb 2026, 15:37:20 UTC |
13F-HR |
Indie Asset Partners, LLC |
2025 Q4
|
81
|
$89,694,788
|