최신 13F 및 NPORT 공시
SEC는 1억 달러 이상을 관리하는 모든 헤지펀드 또는 기관에 대해 보유 자산에 대한 분기별 보고서를 제출하도록 요구하고 있습니다. 이러한 보고서를 13F 보고서라고 합니다. 그러나, 보고할 기간 동안의 자료를 다음 분기에 제출하기 때문에, 이는 보고서가 제출된 당시(우리가 자료를 확인할 때) 보다 5개월 이전 정보임을 의미합니다.
거래 빈도가 낮고 장기 보유 포지션을 유지하는 펀드의 경우, 수개월이 지나더라도 보고된 보유 종목이 현재의 실제 보유 내역과 매우 유사할 수 있습니다. 반면 회전율이 높은 펀드의 경우, 확인되는 보유 종목 데이터가 현재의 실제 보유 내역과 크게 다를 수 있습니다. "R" 또는 "N" 표시는 해당 서식이 기존 내용을 재작성한(restatement) 수정 서식인지, 아니면 새로운 포지션을 포함하고 있는지를 나타냅니다.
업그레이드하여 프리미엄 데이터를 이용해 보세요.
| 파일 날짜 | 보고 기간 | 양식 | R/N | 투자자 | 보유 자산 | 보고된 가치 ($1000) |
|---|---|---|---|---|---|---|
| 2026-10-16 | 2026-09-30 | ShankerValleau Wealth Advisors, Inc. | 49 | 374,430 | ||
| 2026-10-16 | 2026-09-30 | Twin Cities Retirement Group LLC | 27 | 120,509 | ||
| 2026-10-16 | 2026-09-30 | Wealthbridge Capital Management, Llc | 250 | 514,629 | ||
| 2026-10-16 | 2026-09-30 | IFC & Insurance Marketing, Inc. | 87 | 116,961 | ||
| 2026-10-16 | 2026-09-30 | Peddock Capital Advisors, Llc | 167 | 514,389 | ||
| 2026-10-16 | 2026-09-30 | Safir Wealth Advisors, LLC | 18 | 156,627 | ||
| 2026-10-16 | 2026-09-30 | Stronghold Wealth Management L.L.C. | 125 | 72,372 | ||
| 2026-10-16 | 2026-09-30 | Summitas Investment Management LLC | 10 | 132,668 | ||
| 2026-10-16 | 2026-09-30 | Snider Financial Group | 102 | 414,761 | ||
| 2026-10-16 | 2026-09-30 | HFG Wealth Management, LLC | 41 | 99,005 | ||
| 2026-10-16 | 2026-09-30 | Mosley Wealth Management | 804 | 343,410 | ||
| 2026-10-16 | 2026-09-30 | Andera Partners | 7 | 175,701 | ||
| 2026-10-16 | 2026-09-30 | Prairiewood Capital, LLC | 78 | 395,723 | ||
| 2026-10-16 | 2026-09-30 | Selby Wealth Management, LLC | 86 | 284,295 | ||
| 2026-10-16 | 2026-09-30 | TD Waterhouse Canada Inc. | 2464 | 38,398,246 | ||
| 2026-10-16 | 2026-09-30 | ICG Advisors, LLC | 6 | 38,098 | ||
| 2026-10-16 | 2026-09-30 | Parisi Gray Wealth Management | 145 | 503,804 | ||
| 2026-10-16 | 2023-03-31 | Bullock Wealth Management Group | 576 | 112,771 | ||
| 2026-10-16 | 2026-09-30 | Sar Wealth Management Group, Llc | 65 | 249,632 | ||
| 2026-10-16 | 2026-09-30 | Tandem Investment Partners LLC | 76 | 129,407 | ||
| 2026-10-16 | 2026-09-30 | Weitzel Financial Services, Inc. | 53 | 297,523 | ||
| 2026-10-16 | 2023-06-30 | Bullock Wealth Management Group | 593 | 126,293 | ||
| 2026-10-16 | 2026-09-30 | New England Research & Management, Inc. | 131 | 258,843 | ||
| 2026-10-16 | 2026-09-30 | Acute Investment Advisory, Llc | 17 | 8,993 | ||
| 2026-10-16 | 2026-09-30 | Intergy Private Wealth, LLC | 141 | 445,200 | ||
| 2026-10-16 | 2026-09-30 | Berman McAleer LLC | 177 | 861,787 | ||
| 2026-10-16 | 2026-06-30 | Mlp3, Llc | 90 | 102,754 | ||
| 2026-10-16 | 2026-09-30 | Avail Investment Partners, LLC | 205 | 136,075 | ||
| 2026-10-16 | 2026-09-30 | RKL Wealth Management LLC | 194 | 1,261,949 | ||
| 2026-10-16 | 2023-09-30 | Bullock Wealth Management Group | 597 | 120,319 | ||
| 2026-10-16 | 2026-09-30 | Guardian Asset Advisors, LLC | 127 | 224,447 | ||
| 2026-10-16 | 2026-09-30 | Hengehold Capital Management Llc | 231 | 1,311,773 | ||
| 2026-10-16 | 2026-09-30 | Carroll Advisory Group, LLC | 86 | 317,237 | ||
| 2026-10-16 | 2026-09-30 | Peak Financial Management, Inc. | 116 | 441,194 | ||
| 2026-10-16 | 2026-09-30 | Eagle Strategies LLC | 267 | 1,030,946 | ||
| 2026-10-16 | 2026-09-30 | Beaumont Asset Management, L.L.C. | 80 | 289,340 | ||
| 2026-10-16 | 2023-12-31 | Bullock Wealth Management Group | 594 | 133,298 | ||
| 2026-10-16 | 2026-09-30 | Willow Creek Capital Management, Inc. | 100 | 102,752 | ||
| 2026-10-16 | 2026-09-30 | McKinley Carter Wealth Services, Inc. | 323 | 1,964,320 | ||
| 2026-10-16 | 2026-09-30 | Vontobel Holding Ltd. | 1485 | 27,667,432 | ||
| 2026-10-16 | 2026-09-30 | Sweeney & Michel, Llc | 166 | 375,747 | ||
| 2026-10-16 | 2026-09-30 | St. Louis Financial Planners Asset Management, LLC | 61 | 240,325 | ||
| 2026-10-16 | 2026-09-30 | Melone Private Wealth, LLC | 54 | 254,920 | ||
| 2026-10-16 | 2026-09-30 | KWB Wealth | 178 | 1,170,747 | ||
| 2026-10-16 | 2026-09-30 | Teramo Advisors, LLC | 4 | 586,895 | ||
| 2026-10-16 | 2026-09-30 | Aull & Monroe Investment Management Corp | 125 | 230,619 | ||
| 2026-10-16 | 2026-09-30 | Hutchens & Kramer Investment Management Group, LLC | 156 | 334,712 | ||
| 2026-10-16 | 2026-09-30 | Fiduciary Advisors, Inc. | 144 | 148,753 | ||
| 2026-10-16 | 2026-09-30 | Choice Wealth Advisors, LLC | 35 | 289,305 | ||
| 2026-10-16 | 2026-09-30 | Smith Asset Management Co., LLC | 73 | 122,730 | ||
| 2026-10-16 | 2026-09-30 | Forum Financial Management, LP | 342 | 7,697,601 | ||
| 2026-10-16 | 2026-09-30 | Kinneret Advisory, LLC | 233 | 1,268,397 | ||
| 2026-10-16 | 2026-09-30 | Howard Capital Management Group, LLC | 144 | 1,730,279 | ||
| 2026-10-16 | 2026-09-30 | Awm Capital, Llc | 127 | 1,421,005 | ||
| 2026-10-16 | 2026-09-30 | USA Financial Portformulas Corp | 394 | 514,342 | ||
| 2026-10-16 | 2026-09-30 | CWS Financial Advisors, LLC | 171 | 454,144 | ||
| 2026-10-16 | 2026-09-30 | Fulcrum Wealth Advisors, Llc | 80 | 143,682 | ||
| 2026-10-16 | 2026-09-30 | Processus Wealth & Capital Management, LLC | 36 | 171,949 | ||
| 2026-10-16 | 2026-09-30 | Sterling Investment Management, Inc. | 75 | 184,319 | ||
| 2026-10-16 | 2026-09-30 | Cravens & Co Advisors, LLC | 61 | 147,495 | ||
| 2026-10-16 | 2026-09-30 | AlphaStar Capital Management, LLC | 276 | 1,671,747 | ||
| 2026-10-16 | 2026-09-30 | JGP Global Gestao de Recursos Ltda. | 25 | 49,178 | ||
| 2026-10-16 | 2026-09-30 | Alpine Bank Wealth Management | 430 | 773,293 | ||
| 2026-10-16 | 2026-09-30 | Northern Oak Wealth Management Inc | 232 | 885,718 | ||
| 2026-10-16 | 2026-09-30 | Dynamic Wealth Strategies, LLC | 298 | 187,735 | ||
| 2026-10-16 | 2026-09-30 | Penbrook Management LLC | 102 | 169,494 | ||
| 2026-10-16 | 2026-09-30 | Copper Harbor Investment Advisors, LLC | 99 | 486,060 | ||
| 2026-10-16 | 2026-09-30 | StonePine Asset Management Inc. | 43 | 15,355,938 | ||
| 2026-10-16 | 2026-09-30 | Krs Capital Management, Llc | 122 | 224,984 | ||
| 2026-10-16 | 2026-09-30 | Center For Asset Management LLC | 178 | 222,234 | ||
| 2026-10-16 | 2026-09-30 | ShoreHaven Wealth Partners, LLC | 102 | 326,083 | ||
| 2026-10-16 | 2026-09-30 | Robertson Stephens Wealth Management, LLC | 639 | 4,142,065 | ||
| 2026-10-16 | 2026-09-30 | Lee Financial Co | 154 | 800,874 | ||
| 2026-10-16 | 2026-09-30 | Frank, Rimerman Advisors LLC | 607 | 1,810,530 | ||
| 2026-10-16 | 2026-09-30 | Greenfield FTC, Inc. | 4 | 742,541 | ||
| 2026-10-16 | 2026-09-30 | Fiscal Wisdom Wealth Management, LLC | 106 | 84,069 | ||
| 2026-10-16 | 2026-09-30 | Encompass More Asset Management | 277 | 711,587 | ||
| 2026-10-16 | 2026-09-30 | Counterpoint Mutual Funds LLC | 323 | 1,158,095 | ||
| 2026-10-16 | 2026-09-30 | Bay Capital Advisors, LLC | 107 | 188,963 | ||
| 2026-10-16 | 2026-09-30 | Birch Hill Investment Advisors LLC | 219 | 2,430,287 | ||
| 2026-10-16 | 2026-09-30 | Western Pacific Wealth Management, LP | 180 | 118,735 | ||
| 2026-10-16 | 2026-09-30 | Forbes J M & Co Llp | 157 | 1,329,441 | ||
| 2026-10-16 | 2026-09-30 | Absolute Capital Management, LLC | 168 | 430,709 | ||
| 2026-10-16 | 2026-09-30 | Align Financial, LLC | 653 | 209,862 | ||
| 2026-10-16 | 2026-09-30 | Gemmer Asset Management LLC | 189 | 1,533,068 | ||
| 2026-10-16 | 2026-09-30 | Trust Co of Tennessee | 8 | 564,967 | ||
| 2026-10-16 | 2026-09-30 | Founders Grove Wealth Partners, Llc | 191 | 507,057 | ||
| 2026-10-16 | 2026-09-30 | Delta Capital Management Llc | 105 | 206 | ||
| 2026-10-16 | 2026-09-30 | Burns Matteson Capital Management, LLC | 191 | 288,694 | ||
| 2026-10-16 | 2026-09-30 | CRA Financial Services, LLC | 329 | 904,104 | ||
| 2026-10-16 | 2026-09-30 | Finer Wealth Management, Inc. | 92 | 252,859 | ||
| 2026-10-16 | 2026-09-30 | SummerHaven Investment Management, LLC | 166 | 137,397 | ||
| 2026-10-16 | 2026-09-30 | Strata Wealth Advisors, LLC | 98 | 426,288 | ||
| 2026-10-16 | 2026-09-30 | BFI Wealth Solutions, LLC | 84 | 145,923 | ||
| 2026-10-16 | 2026-09-30 | Brown, Lisle/cummings, Inc. | 1058 | 452,980 | ||
| 2026-10-16 | 2026-09-30 | Ardent Capital Management, Inc. | 32 | 237,163 | ||
| 2026-10-16 | 2026-09-30 | Steel Peak Wealth Management LLC | 702 | 4,067,892 | ||
| 2026-10-16 | 2026-09-30 | FIDELIS iM, LLC | 35 | 302,409 | ||
| 2026-10-16 | 2026-09-30 | IFP Advisors, Inc | 5256 | 5,892,498 | ||
| 2026-10-16 | 2026-09-30 | Elevated Financial Group LLC | 117 | 357,061 | ||
| 2026-10-16 | 2026-09-30 | Crown Oak Advisors, LLC | 23 | 211,607 | ||
| 2026-10-16 | 2026-09-30 | Ariston Services Group | 72 | 177,786 | ||
| 2026-10-16 | 2026-09-30 | Hrc Wealth Management, Llc | 69 | 251,033 | ||
| 2026-10-16 | 2026-09-30 | FNY Investment Advisers, LLC | 926 | 402 | ||
| 2026-10-16 | 2026-09-30 | Karras Company, Inc. | 65 | 109,126 | ||
| 2026-10-16 | 2026-09-30 | Hudson Oak Wealth Advisory LLC | 54 | 129,987 | ||
| 2026-10-16 | 2026-09-30 | CenturyLink Investment Management Co | 3 | 125,782 | ||
| 2026-10-16 | 2026-09-30 | Onyx Bridge Wealth Group LLC | 404 | 1,139,116 | ||
| 2026-10-16 | 2026-09-30 | Signature Resources Capital Management, LLC | 926 | 236,259 | ||
| 2026-10-16 | 2026-09-30 | Smith Thornton Advisors LLC | 139 | 228,519 | ||
| 2026-10-16 | 2026-09-30 | Millennium Capital Advisors, LLC | 137 | 189,696 | ||
| 2026-10-16 | 2026-09-30 | GFG Capital, LLC | 89 | 381,248 | ||
| 2026-10-16 | 2026-09-30 | Perryman Financial Advisory Inc /ad | 190 | 791,348 | ||
| 2026-10-16 | 2026-09-30 | Aspiriant, Llc | 422 | 4,083,465 | ||
| 2026-10-16 | 2025-12-31 | James T. Borello RIA | 1116 | 388,043 | ||
| 2026-10-16 | 2026-03-31 | James T. Borello RIA | 1203 | 395,128 | ||
| 2026-10-16 | 2026-06-30 | James T. Borello RIA | 1208 | 463,094 | ||
| 2026-10-16 | 2024-12-31 | James T. Borello RIA | 200 | 268,261 | ||
| 2026-10-16 | 2025-03-31 | James T. Borello RIA | 222 | 311,702 | ||
| 2026-10-16 | 2025-06-30 | James T. Borello RIA | 291 | 343,199 | ||
| 2026-10-16 | 2025-09-30 | James T. Borello RIA | 972 | 369,517 | ||
| 2026-10-16 | 2023-12-31 | James T. Borello RIA | 153 | 122,555 | ||
| 2026-10-16 | 2024-03-31 | James T. Borello RIA | 174 | 219,462 | ||
| 2026-10-16 | 2024-06-30 | James T. Borello RIA | 176 | 225,849 | ||
| 2026-10-16 | 2024-09-30 | James T. Borello RIA | 185 | 246,057 | ||
| 2026-10-16 | 2026-09-30 | Surience Private Wealth Llc | 43 | 104,182 | ||
| 2026-10-16 | 2026-09-30 | Praetorian Wealth Management, Inc. | 83 | 582,239 | ||
| 2026-10-16 | 2026-09-30 | Merrion Investment Management Co, LLC | 109 | 201,664 | ||
| 2026-10-16 | 2026-09-30 | Holcombe Financial, Inc. | 51 | 180,836 | ||
| 2026-10-16 | 2026-09-30 | Shelton Wealth Management, Llc | 141 | 254,417 | ||
| 2026-10-16 | 2026-09-30 | Pension & Wealth Management Advisors, Inc. | 1346 | 441,036 | ||
| 2026-10-16 | 2026-09-30 | Cyr Financial Inc. | 58 | 205,738 | ||
| 2026-10-16 | 2026-09-30 | Standpoint Asset Management, LLC | 8 | 514,126 | ||
| 2026-10-16 | 2026-09-30 | Paradigm, Strategies in Wealth Management, LLC | 56 | 156,054 | ||
| 2026-10-16 | 2026-09-30 | Eagle Bay Advisors LLC | 145 | 137,290 | ||
| 2026-10-16 | 2026-09-30 | Cyndeo Wealth Partners, LLC | 562 | 2,208,807 | ||
| 2026-10-16 | 2026-09-30 | GenWealth Group, Inc. | 88 | 641,342 | ||
| 2026-10-16 | 2026-09-30 | Delap Wealth Advisory, Llc | 80 | 290,560 | ||
| 2026-10-16 | 2026-09-30 | Intelligent Financial Strategies | 77 | 206,067 | ||
| 2026-10-16 | 2026-09-30 | TPG Advisors LLC | 118 | 187,272 | ||
| 2026-10-16 | 2026-09-30 | Selective Wealth Management, Inc. | 148 | 429,746 | ||
| 2026-10-16 | 2026-09-30 | Hanson & Doremus Investment Management | 493 | 982 | ||
| 2026-10-16 | 2026-09-30 | Financial Planning Fort Collins, LLC | 34 | 136,701 | ||
| 2026-10-16 | 2026-09-30 | Woodside Wealth Management LLC | 43 | 145,926 | ||
| 2026-10-16 | 2026-09-30 | ARS Wealth Advisors Group, LLC | 218 | 1,374,673 | ||
| 2026-10-16 | 2026-09-30 | Kfg Wealth Management, Llc | 217 | 921,997 | ||
| 2026-10-16 | 2026-09-30 | Opal Wealth Advisors, LLC | 225 | 479,485 | ||
| 2026-10-16 | 2026-09-30 | Wealth Intelligence, LLC | 60 | 208,844 | ||
| 2026-10-16 | 2026-09-30 | Rise Advisors, LLC | 104 | 354,708 | ||
| 2026-10-16 | 2026-09-30 | Banque Pictet & Cie Sa | 359 | 14,510,664 | ||
| 2026-10-16 | 2026-09-30 | James T. Borello RIA | 1281 | 481,777 | ||
| 2026-10-16 | 2026-09-30 | Cardinal Capital Management, Inc. | 72 | 4,406,456 | ||
| 2026-10-16 | 2026-09-30 | Beacon Financial Advisory LLC | 421 | 528,506 | ||
| 2026-10-16 | 2026-09-30 | Unique Wealth, Llc | 209 | 877,232 | ||
| 2026-10-16 | 2026-09-30 | Saratoga Research & Investment Management | 44 | 1,815,797 | ||
| 2026-10-16 | 2026-09-30 | Foundry Financial LLC | 95 | 321,530 | ||
| 2026-10-16 | 2026-09-30 | Bell & Brown Wealth Advisors, Llc | 72 | 319,768 | ||
| 2026-10-16 | 2026-09-30 | JCSD Capital, LLC | 22 | 63,913 | ||
| 2026-10-16 | 2026-09-30 | Evansbrook LLC | 126 | 171,100 | ||
| 2026-10-16 | 2026-09-30 | Two Point Capital Management, Inc. | 30 | 222,723 | ||
| 2026-10-16 | 2026-09-30 | Smead Capital Management, Inc. | 31 | 4,705,403 | ||
| 2026-10-16 | 2026-09-30 | Financial Synergies Wealth Advisors, Inc. | 120 | 1,219,222 | ||
| 2026-10-16 | 2026-09-30 | Cornerstone Management, Inc. | 67 | 672,645 | ||
| 2026-10-16 | 2026-09-30 | BCU Wealth Advisors, LLC | 64 | 309,338 | ||
| 2026-10-16 | 2026-09-30 | Keudell/Morrison Wealth Management | 257 | 562,478 | ||
| 2026-10-16 | 2026-09-30 | Oasis Advisors, LLC | 85 | 238,375 | ||
| 2026-10-16 | 2026-09-30 | Cache Advisors, LLC | 162 | 1,632,655 | ||
| 2026-10-16 | 2026-09-30 | OFS Enterprise LLC | 104 | 382,390 | ||
| 2026-10-16 | 2026-09-30 | Concurrent Investment Advisors, LLC | 2382 | 14,460,947 | ||
| 2026-10-16 | 2026-09-30 | Essex Savings Bank | 318 | 502,526 | ||
| 2026-10-16 | 2026-09-30 | Scarborough Advisors, LLC | 7 | 23,922 | ||
| 2026-10-16 | 2026-09-30 | Watchman Group, Inc. | 72 | 434,252 | ||
| 2026-10-16 | 2026-09-30 | Elser Financial Planning, Inc | 132 | 2,284,999 | ||
| 2026-10-16 | 2026-09-30 | Waystone Advisors Llc | 110 | 133,627 | ||
| 2026-10-16 | 2026-09-30 | Trust Co Of Virginia /va | 220 | 1,293,321 | ||
| 2026-10-16 | 2026-09-30 | Tema Etfs Llc | 594 | 2,692,208 | ||
| 2026-10-16 | 2026-09-30 | Global Strategic Investment Solutions, LLC | 153 | 1,135,276 | ||
| 2026-10-16 | 2026-09-30 | One + One Wealth Management, Llc | 91 | 238,955 | ||
| 2026-10-16 | 2026-09-30 | Ferguson Shapiro LLC | 87 | 343,763 | ||
| 2026-10-16 | 2026-09-30 | Premier Path Wealth Partners, LLC | 376 | 856,342 | ||
| 2026-10-16 | 2026-09-30 | R | Trust Co Of Toledo Na /oh/ | 786 | 1,245,317 | |
| 2026-10-16 | 2026-09-30 | Trinity Street Asset Management LLP | 24 | 1,867,976 | ||
| 2026-10-16 | 2026-09-30 | Kelly Financial Group Llc | 105 | 434,502 | ||
| 2026-10-16 | 2026-09-30 | Centennial Wealth Advisory LLC | 195 | 485,519 | ||
| 2026-10-16 | 2026-09-30 | Cornerstone Planning Group LLC | 176 | 807,666 | ||
| 2026-10-16 | 2026-09-30 | American Financial & Tax Strategies Inc | 101 | 217,238 | ||
| 2026-10-16 | 2026-09-30 | Trust Co Of Toledo Na /oh/ | 254 | 1,078,218 | ||
| 2026-10-16 | 2026-09-30 | Sheets Smith Wealth Management | 386 | 957,729 | ||
| 2026-10-16 | 2026-09-30 | Rainwater Charitable Foundation | 4 | 288,661 | ||
| 2026-10-16 | 2026-09-30 | Buttonwood Financial Group, LLC | 39 | 198,521 | ||
| 2026-10-16 | 2026-09-30 | Mishpacha Holdings Corp | 3 | 218,571 | ||
| 2026-10-16 | 2026-09-30 | Trium Capital LLP | 53 | 79,448 | ||
| 2026-10-16 | 2026-09-30 | Y-Intercept (Hong Kong) Ltd | 1532 | 4,524,642 | ||
| 2026-10-16 | 2026-09-30 | ASR Vermogensbeheer N.V. | 471 | 10,052,907 | ||
| 2026-10-16 | 2026-09-30 | Praxis Capital Management LLC | 30 | 58,860 | ||
| 2026-10-16 | 2026-09-30 | Magnolia Wealth Management, LLC | 15 | 190,957 | ||
| 2026-10-16 | 2026-09-30 | Crescent Sterling, Ltd. | 92 | 121,870 | ||
| 2026-10-16 | 2026-09-30 | Clearview Wealth Management LLC | 61 | 133,387 | ||
| 2026-10-16 | 2026-09-30 | WIT Partners Advisory Pte. Ltd. | 6 | 82,265 | ||
| 2026-10-16 | 2026-09-30 | TopTier Wealth Management, LLC | 133 | 171,102 | ||
| 2026-10-16 | 2026-09-30 | Benchmark Financial, LLC | 60 | 130,182 | ||
| 2026-10-16 | 2026-09-30 | TB Alternative Assets Ltd. | 35 | 488,012 | ||
| 2026-10-16 | 2026-09-30 | Farrell Financial LLC | 81 | 186,881 | ||
| 2026-10-16 | 2026-09-30 | Japan Science & Technology Agency | 13 | 5,512,221 | ||
| 2026-10-16 | 2026-09-30 | Kennicott Capital Management Llc | 49 | 221,228 | ||
| 2026-10-16 | 2026-09-30 | White & Co Financial Planning Inc | 21 | 151,337 | ||
| 2026-10-16 | 2026-09-30 | R | Sherman Wealth Management LLC | 84 | 140,774 | |
| 2026-10-16 | 2026-09-30 | Global Strategic Management Inc | 29 | 132 | ||
| 2026-10-16 | 2026-09-30 | Franchise GP Ltd | 42 | 235,635 | ||
| 2026-10-15 | 2026-09-30 | Granite Islands Private Wealth, Llc | 86 | 170,427 | ||
| 2026-10-15 | 2026-09-30 | BostonPremier Wealth LLC | 85 | 245,078 | ||
| 2026-10-15 | 2026-09-30 | Cantor Fitzgerald Investment Adviser L.p. | 178 | 1,466,927 | ||
| 2026-10-15 | 2026-09-30 | BFI Infinity Ltd. | 72 | 212,106 | ||
| 2026-10-15 | 2026-09-30 | Vanguard Capital Wealth Advisors | 128 | 144,583 | ||
| 2026-10-15 | 2026-09-30 | Stanich Group LLC | 64 | 207,154 | ||
| 2026-10-15 | 2026-09-30 | Annex Advisory Services, LLC | 377 | 6,107,816 | ||
| 2026-10-15 | 2026-09-30 | Baugh & Associates, LLC | 41 | 220,650 | ||
| 2026-10-15 | 2026-09-30 | Chemistry Wealth Management LLC | 208 | 638,597 | ||
| 2026-10-15 | 2026-09-30 | Newport Capital Group, LLC | 31 | 149,120 | ||
| 2026-10-15 | 2026-09-30 | Goelzer Investment Management, Inc. | 294 | 2,281,769 | ||
| 2026-10-15 | 2026-09-30 | Cornerstone Wealth Advisors, Inc. | 53 | 476,628 | ||
| 2026-10-15 | 2026-09-30 | Howard Capital Management Inc. | 410 | 8,264,487 | ||
| 2026-10-15 | 2026-09-30 | PFG Advisors | 761 | 1,964,886 | ||
| 2026-10-15 | 2026-09-30 | Quad-Cities Investment Group, LLC | 213 | 279,709 | ||
| 2026-10-15 | 2026-09-30 | Chatham Capital Group, Inc. | 203 | 777,294 | ||
| 2026-10-15 | 2026-09-30 | Mb, Levis & Associates, Llc | 250 | 272,774 | ||
| 2026-10-15 | 2026-06-30 | Michael J. Porro & Co. Financial Advisors, Inc. | 139 | 175,645 | ||
| 2026-10-15 | 2026-09-30 | DiNuzzo Private Wealth, Inc. | 1368 | 1,006,196 | ||
| 2026-10-15 | 2026-09-30 | Jeter Robert S II | 81 | 151,461 | ||
| 2026-10-15 | 2026-09-30 | Halbert Hargrove Global Advisors, Llc | 363 | 2,289,218 | ||
| 2026-10-15 | 2026-09-30 | Rockingstone Advisors LLC | 112 | 248,598 | ||
| 2026-10-15 | 2026-09-30 | North Capital, Inc. | 96 | 140,079 | ||
| 2026-10-15 | 2026-09-30 | Michael J. Porro & Co. Financial Advisors, Inc. | 134 | 165,545 | ||
| 2026-10-15 | 2026-09-30 | R | Manuka Financial, LLC | 56 | 200,847 | |
| 2026-10-15 | 2026-09-30 | Trail Ridge Investment Advisors, LLC | 96 | 236,353 | ||
| 2026-10-15 | 2026-09-30 | Barlow Wealth Partners, Inc. | 152 | 970,114 | ||
| 2026-10-15 | 2026-09-30 | Blueline Advisors Llc | 259 | 141,876 | ||
| 2026-10-15 | 2026-09-30 | Global Wealth Management, LLC | 47 | 183,815 | ||
| 2026-10-15 | 2026-09-30 | Saxony Capital Management, LLC | 192 | 238,000 | ||
| 2026-10-15 | 2026-09-30 | Weaver Capital Management LLC | 181 | 525,334 | ||
| 2026-10-15 | 2026-03-31 | Michael J. Porro & Co. Financial Advisors, Inc. | 135 | 127,206 | ||
| 2026-10-15 | 2026-09-30 | Community Financial Services Group, LLC | 539 | 654,898 | ||
| 2026-10-15 | 2026-09-30 | Red Tree Management, LLC | 3 | 116,711 | ||
| 2026-10-15 | 2026-09-30 | Cohen Klingenstein LLC | 206 | 3,505,217 | ||
| 2026-10-15 | 2026-09-30 | Davidson Capital Management Inc. | 99 | 604,458 | ||
| 2026-10-15 | 2026-09-30 | Echo Wealth Management, LLC | 49 | 203,876 | ||
| 2026-10-15 | 2026-09-30 | AdvisorNet Financial, Inc | 673 | 2,210,590 | ||
| 2026-10-15 | 2026-09-30 | Harrell Investment Partners, Llc | 139 | 464,826 | ||
| 2026-10-15 | 2026-09-30 | Community Trust & Investment Co | 144 | 2,018,180 | ||
| 2026-10-15 | 2026-09-30 | Cisco Systems, Inc. | 5 | 294,258 | ||
| 2026-10-15 | 2026-09-30 | Two West Capital Advisors LLC | 98 | 201,292 | ||
| 2026-10-15 | 2026-09-30 | V-Square Quantitative Management LLC | 721 | 1,088,832 | ||
| 2026-10-15 | 2026-09-30 | YANKCOM Partnership | 322 | 288,214 | ||
| 2026-10-15 | 2026-09-30 | Comprehensive Financial Consultants Institutional, Inc. | 198 | 370,807 | ||
| 2026-10-15 | 2026-09-30 | Financial & Tax Architects, LLC | 109 | 486,430 | ||
| 2026-10-15 | 2026-09-30 | Fortitude Advisory Group L.L.C. | 244 | 262,495 | ||
| 2026-10-15 | 2026-09-30 | TSP Capital Management Group, LLC | 44 | 397,053 | ||
| 2026-10-15 | 2026-09-30 | First Merchants Corp | 361 | 3,048,637 | ||
| 2026-10-15 | 2026-09-30 | Summit Financial Consulting LLC | 48 | 136,357 | ||
| 2026-10-15 | 2026-09-30 | Mirae Asset Securities (usa) Inc. | 108 | 3,572,489 | ||
| 2026-10-15 | 2026-09-30 | Whitener Capital Management, Inc. | 187 | 501,078 | ||
| 2026-10-15 | 2026-09-30 | Walser Wealth Management Company, A Ltd Liability Co | 217 | 249,749 | ||
| 2026-10-15 | 2026-09-30 | Uptown Financial Advisors LLC | 77 | 140,099 | ||
| 2026-10-15 | 2026-09-30 | R2 Capital Strategies, LLC | 114 | 235,739 | ||
| 2026-10-15 | 2026-09-30 | Manuka Financial, LLC | 56 | 200,847 | ||
| 2026-10-15 | 2026-09-30 | Moller Financial Services | 68 | 545,164 | ||
| 2026-10-15 | 2026-09-30 | TrustWell Financial Advisors, LLC | 74 | 117,717 | ||
| 2026-10-15 | 2026-09-30 | Activest Wealth Management | 1052 | 540,402 | ||
| 2026-10-15 | 2026-09-30 | Newbridge Financial Services Group, Inc. | 1314 | 867,914 | ||
| 2026-10-15 | 2026-09-30 | Detalus Advisors, LLC | 188 | 507,417 | ||
| 2026-10-15 | 2026-09-30 | True Blue Financial, LLC | 58 | 270,405 | ||
| 2026-10-15 | 2026-09-30 | White Pine Investment CO | 68 | 480 | ||
| 2026-10-15 | 2026-09-30 | Guyasuta Investment Advisors Inc | 270 | 1,909,996 | ||
| 2026-10-15 | 2026-09-30 | Split Rock Private Trading & Wealth Management, LLC | 50 | 148,753 | ||
| 2026-10-15 | 2026-09-30 | Murphy, Middleton, Hinkle & Parker, Inc. | 143 | 245,569 | ||
| 2026-10-15 | 2026-09-30 | SLT Holdings LLC | 155 | 171,083 | ||
| 2026-10-15 | 2026-09-30 | Centerline Wealth Advisors, LLC | 82 | 320,714 | ||
| 2026-10-15 | 2026-09-30 | Columbia Advisory Partners Llc | 100 | 181,200 | ||
| 2026-10-15 | 2026-09-30 | Riverbend Wealth Management, LLC | 171 | 219,988 | ||
| 2026-10-15 | 2026-09-30 | Sustainable Growth Advisers, LP | 49 | 9,949,688 | ||
| 2026-10-15 | 2026-09-30 | Patriot Investment Management Inc. | 236 | 1,729,373 | ||
| 2026-10-15 | 2026-06-30 | Rizvi Traverse Management, LLC | 3 | 1,409,511 | ||
| 2026-10-15 | 2026-09-30 | Morangie Management LLC | 36 | 119,401 | ||
| 2026-10-15 | 2026-09-30 | Quattro Financial Advisors Llc | 92 | 483,026 | ||
| 2026-10-15 | 2026-09-30 | Courant Investment Management LLC | 7 | 87,244 | ||
| 2026-10-15 | 2026-09-30 | ACT Advisors, LLC. | 86 | 307,810 | ||
| 2026-10-15 | 2026-09-30 | Goldstein Advisors, LLC | 269 | 1,128,910 | ||
| 2026-10-15 | 2026-09-30 | Paragon Capital Management Inc | 70 | 131,935 | ||
| 2026-10-15 | 2026-09-30 | Daytona Street Capital LLC | 292 | 140,562 | ||
| 2026-10-15 | 2026-09-30 | Milestone Asset Management, Llc | 238 | 631,269 | ||
| 2026-10-15 | 2026-09-30 | Ellsworth Advisors, LLC | 193 | 620,057 | ||
| 2026-10-15 | 2026-09-30 | Andrews Advisory Associates, LLC | 84 | 214,931 | ||
| 2026-10-15 | 2026-09-30 | Legacy Wealth Partners, LLC | 196 | 462,022 | ||
| 2026-10-15 | 2026-09-30 | Neumann Capital Management, LLC | 105 | 391,133 | ||
| 2026-10-15 | 2026-09-30 | Kerntke Otto McGlone Wealth Management Group | 96 | 201,381 | ||
| 2026-10-15 | 2026-09-30 | Iams Wealth Management, Llc | 184 | 341,923 | ||
| 2026-10-15 | 2026-09-30 | First Growth Capital LLC | 135 | 124,186 | ||
| 2026-10-15 | 2026-09-30 | FFG Partners, LLC | 50 | 337,778 | ||
| 2026-10-15 | 2026-09-30 | Roof Eidam & Maycock/adv | 135 | 530,926 | ||
| 2026-10-15 | 2026-09-30 | Envision Financial LLC | 48 | 225,334 | ||
| 2026-10-15 | 2026-09-30 | Northland Capital Management LLC | 33 | 217,876 | ||
| 2026-10-15 | 2026-09-30 | InTrack Investment Management Inc | 106 | 206,964 | ||
| 2026-10-15 | 2026-09-30 | HCR Wealth Advisors | 267 | 1,265,772 | ||
| 2026-10-15 | 2026-09-30 | Vista Investment Partners Ii, Llc | 158 | 248,436 | ||
| 2026-10-15 | 2026-09-30 | Cornerstone Enterprises, Llc | 51 | 171,226 | ||
| 2026-10-15 | 2026-09-30 | Citadel Investment Advisory, Inc. | 76 | 218,516 | ||
| 2026-10-15 | 2026-09-30 | Mann Financial Group, Inc. | 47 | 125,172 | ||
| 2026-10-15 | 2026-09-30 | 3 Factor Indexing, Llc | 420 | 120,853 | ||
| 2026-10-15 | 2026-09-30 | Mission Wealth Management, Lp | 781 | 6,318,639 | ||
| 2026-10-15 | 2026-09-30 | Gainline Financial Partners, Llc | 54 | 114,845 | ||
| 2026-10-15 | 2026-09-30 | Cathy Pareto & Associates, Inc | 98 | 175,430 | ||
| 2026-10-15 | 2026-09-30 | Flower City Capital | 44 | 233,609 | ||
| 2026-10-15 | 2026-09-30 | Mcrae Capital Management Inc | 113 | 539,916 | ||
| 2026-10-15 | 2026-09-30 | Auto-Owners Insurance Co | 78 | 3,199,599 | ||
| 2026-10-15 | 2026-09-30 | Aureum Wealth Management, LLC | 57 | 161,766 | ||
| 2026-10-15 | 2026-09-30 | Aua Capital Management, Llc | 80 | 211,262 | ||
| 2026-10-15 | 2026-09-30 | Stegner Investment Associates Inc. | 29 | 214,569 | ||
| 2026-10-15 | 2026-09-30 | Guidance Point Advisors, LLC | 104 | 477,466 | ||
| 2026-10-15 | 2026-09-30 | Avondale Wealth Management | 61 | 226,990 | ||
| 2026-10-15 | 2026-09-30 | Manchester Financial Inc | 142 | 564,576 | ||
| 2026-10-15 | 2026-09-30 | Asset Planning Services Inc /la/ /adv | 36 | 245 | ||
| 2026-10-15 | 2026-09-30 | Covenant Partners, LLC | 0 | 0 | ||
| 2026-10-15 | 2026-09-30 | Affiance Financial, LLC | 111 | 701,106 | ||
| 2026-10-15 | 2026-09-30 | Lubar & Co., Inc | 3 | 107,200 | ||
| 2026-10-15 | 2026-09-30 | Rezny Wealth Management, Inc. | 38 | 582,087 | ||
| 2026-10-15 | 2026-09-30 | Ai Financial Services Llc | 77 | 236,507 | ||
| 2026-10-15 | 2026-09-30 | Encompass Wealth Advisors, Llc | 118 | 676,326 | ||
| 2026-10-15 | 2026-09-30 | Ronald Blue Trust, Inc. | 2524 | 9,508,039 | ||
| 2026-10-15 | 2026-09-30 | LifeSteps Financial, Inc. | 111 | 209,574 | ||
| 2026-10-15 | 2026-09-30 | Gunderson Capital Management Inc. | 54 | 358,848 | ||
| 2026-10-15 | 2026-09-30 | Charles Schwab Trust Co | 186 | 1,734,010 | ||
| 2026-10-15 | 2026-09-30 | WealthPlan Investment Management, LLC | 519 | 2,066,000 | ||
| 2026-10-15 | 2026-09-30 | Cherry Tree Wealth Management, LLC | 582 | 530,807 | ||
| 2026-10-15 | 2026-09-30 | Formuepleje A/S | 130 | 1,205,811 | ||
| 2026-10-15 | 2026-09-30 | Chiron Capital Management, Llc | 125 | 100,586 | ||
| 2026-10-15 | 2026-09-30 | Ninety One North America, Inc. | 108 | 2,126,355 | ||
| 2026-10-15 | 2026-09-30 | Trust Co Of Oklahoma | 138 | 376,940 | ||
| 2026-10-15 | 2026-09-30 | Turtle Creek Wealth Advisors, LLC | 505 | 1,981,670 | ||
| 2026-10-15 | 2026-09-30 | Curated Wealth Partners LLC | 567 | 1,215,065 | ||
| 2026-10-15 | 2026-09-30 | Sbe Llc Dba Cedar Cove Wealth Partners | 84 | 211,427 | ||
| 2026-10-15 | 2026-09-30 | Purus Wealth Management, LLC | 170 | 366,265 | ||
| 2026-10-15 | 2026-09-30 | Elevated Private Wealth, LLC | 80 | 134,284 | ||
| 2026-10-15 | 2026-09-30 | WealthPLAN Partners, LLC | 228 | 543,857 | ||
| 2026-10-15 | 2026-09-30 | RDA Financial Network | 267 | 458,979 | ||
| 2026-10-15 | 2026-09-30 | Ninety One UK Ltd | 331 | 45,471,909 | ||
| 2026-10-15 | 2026-09-30 | Summit Financial Wealth Advisors, LLC | 227 | 806,929 | ||
| 2026-10-15 | 2026-09-30 | PFG Private Wealth Management, LLC | 72 | 236,108 | ||
| 2026-10-15 | 2026-09-30 | Ninety One SA (PTY) Ltd | 103 | 1,999,089 | ||
| 2026-10-15 | 2026-09-30 | State of Alaska, Department of Revenue | 2264 | 9,603 | ||
| 2026-10-15 | 2026-09-30 | TT Capital Management LLC | 87 | 136,778 | ||
| 2026-10-15 | 2026-09-30 | Wolff Wiese Magana Llc | 1038 | 218,082 | ||
| 2026-10-15 | 2026-09-30 | Fulcrum Capital LLC | 101 | 524,919 | ||
| 2026-10-15 | 2026-09-30 | Hoxton Planning & Management, LLC | 227 | 392,133 | ||
| 2026-10-15 | 2026-09-30 | Generali Investments CEE, investicni spolecnost, a.s. | 462 | 2,107,566 | ||
| 2026-10-15 | 2026-09-30 | Moisand Fitzgerald Tamayo, LLC | 677 | 995,374 | ||
| 2026-10-15 | 2026-09-30 | Financial Harvest, LLC | 63 | 213,059 | ||
| 2026-10-15 | 2026-09-30 | Triasima Portfolio Management inc. | 137 | 757,883 | ||
| 2026-10-15 | 2026-09-30 | Assenagon Asset Management S.A. | 1096 | 103,349,959 | ||
| 2026-10-15 | 2026-06-30 | Reflection Asset Management | 159 | 213,990 | ||
| 2026-10-15 | 2026-09-30 | Summit Rock Advisors, LP | 2 | 46,971 | ||
| 2026-10-15 | 2026-09-30 | Brindle & Bay Financial Advisors, LLC | 102 | 267,898 | ||
| 2026-10-15 | 2026-09-30 | Maryland Capital Advisors Inc. | 1049 | 319,354 | ||
| 2026-10-15 | 2026-09-30 | Mystic Asset Management, Inc. | 214 | 450,848 | ||
| 2026-10-15 | 2026-09-30 | Retirement Planning Co of New England, Inc. | 256 | 263,048 | ||
| 2026-10-15 | 2026-09-30 | Stonekeep Investments, LLC | 78 | 172,910 | ||
| 2026-10-15 | 2026-09-30 | Infinity Wealth Counsel, LLC | 64 | 124,015 | ||
| 2026-10-15 | 2026-09-30 | Solidarilty Wealth, LLC | 92 | 578,050 | ||
| 2026-10-15 | 2026-09-30 | Proathlete Wealth Management Llc | 1224 | 456,530 | ||
| 2026-10-15 | 2026-09-30 | Legacy Financial Strategies, LLC | 145 | 615,460 | ||
| 2026-10-15 | 2025-12-31 | FinArc Investments, Inc. | 57 | 111,978 | ||
| 2026-10-15 | 2026-09-30 | Pacific Center for Financial Services | 506 | 476,575 | ||
| 2026-10-15 | 2026-09-30 | Cedar Mountain Advisors, LLC | 1163 | 589,933 | ||
| 2026-10-15 | 2026-09-30 | NorthLanding Financial Partners, LLC | 44 | 142,686 | ||
| 2026-10-15 | 2026-09-30 | Home Federal Bank Of Tennessee | 116 | 465,253 | ||
| 2026-10-15 | 2026-09-30 | Future Financial Wealth Managment LLC | 128 | 163,005 | ||
| 2026-10-15 | 2026-09-30 | Great Point Wealth Advisors, LLC | 68 | 629,601 | ||
| 2026-10-15 | 2026-09-30 | Atria Investments Llc | 2136 | 10,265,747 | ||
| 2026-10-15 | 2026-09-30 | CWC Advisors, LLC. | 159 | 214,803 | ||
| 2026-10-15 | 2026-09-30 | Lantz Financial LLC | 260 | 549,345 | ||
| 2026-10-15 | 2026-09-30 | Manitou Investment Management Ltd. | 50 | 531,716 | ||
| 2026-10-15 | 2026-09-30 | Gleason Group, Inc. | 440 | 1,134,150 | ||
| 2026-10-15 | 2026-09-30 | Catterton Management Company, L.L.C. | 3 | 2,376,107 | ||
| 2026-10-15 | 2026-09-30 | DDFG, Inc | 88 | 507,883 | ||
| 2026-10-15 | 2026-09-30 | Pinnacle Wealth Management Group, Inc. | 125 | 218,300 | ||
| 2026-10-15 | 2026-09-30 | Atwater Malick LLC | 131 | 454,290 | ||
| 2026-10-15 | 2026-09-30 | Aubrey Capital Management Ltd | 39 | 159,623 | ||
| 2026-10-15 | 2026-09-30 | Fjarde Ap-fonden /fourth Swedish National Pension Fund | 516 | 19,350,518 | ||
| 2026-10-15 | 2026-09-30 | Southern Farm Bureau Life Insurance | 16 | 1,084 | ||
| 2026-10-15 | 2026-09-30 | Midwest Financial Group LLC | 138 | 295,341 | ||
| 2026-10-15 | 2026-09-30 | Signature Securities Group Corporation | 184 | 329,669 | ||
| 2026-10-15 | 2026-09-30 | Greenbush Financial Group, LLC | 38 | 341,404 | ||
| 2026-10-15 | 2026-09-30 | Oslo Pensjonsforsikring AS | 440 | 863,451 | ||
| 2026-10-15 | 2026-09-30 | BetterWealth, LLC | 86 | 590,924 | ||
| 2026-10-15 | 2026-09-30 | McClarren Financial Advisors, Inc. | 84 | 197,699 | ||
| 2026-10-15 | 2026-09-30 | Portman Square Capital LLP | 87 | 1,765,988 | ||
| 2026-10-15 | 2026-09-30 | Burney Co/ | 609 | 3,656,336 | ||
| 2026-10-15 | 2026-09-30 | Pacific Asset Management, LLC | 77 | 204,037 | ||
| 2026-10-15 | 2026-09-30 | RIA Advisory Group LLC | 134 | 353,322 | ||
| 2026-10-15 | 2026-09-30 | GHP Investment Advisors, Inc. | 1321 | 2,680,698 | ||
| 2026-10-15 | 2026-09-30 | PW Nova Financial Services LLC | 205 | 490,568 | ||
| 2026-10-15 | 2026-09-30 | Cdm Financial Counseling Services, Inc. | 77 | 118,941 | ||
| 2026-10-15 | 2026-09-30 | Global Financial Private Client, LLC | 236 | 362,248 | ||
| 2026-10-15 | 2026-09-30 | Braeburn Wealth Management LLC | 98 | 236,375 | ||
| 2026-10-15 | 2026-09-30 | Resonant Capital Advisors, LLC | 551 | 2,083,678 | ||
| 2026-10-15 | 2026-09-30 | BAM Wealth Management, LLC | 202 | 184,820 | ||
| 2026-10-15 | 2026-09-30 | IFG Advisors, LLC | 161 | 729,676 | ||
| 2026-10-15 | 2026-09-30 | Aurora Investment Managers, LLC. | 52 | 176 | ||
| 2026-10-15 | 2026-09-30 | Alhambra Investment Partners LLC | 184 | 234,295 | ||
| 2026-10-15 | 2026-09-30 | Kentucky Trust Co | 316 | 200,133 | ||
| 2026-10-15 | 2026-09-30 | KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | 12 | 520,228 | ||
| 2026-10-15 | 2026-09-30 | Loftus Peak Pty Ltd | 26 | 780,869 | ||
| 2026-10-15 | 2026-09-30 | VMS Asset Management Limited | 32 | 263,557 | ||
| 2026-10-15 | 2026-09-30 | FACTORIAL MANAGEMENT Ltd | 3 | 3,483 | ||
| 2026-10-15 | 2026-09-30 | AJU IB Investment Co., Ltd. | 0 | 0 | ||
| 2026-10-15 | 2026-09-30 | Fort Washington Investment Advisors Inc /oh/ | 437 | 19,704,856 | ||
| 2026-10-15 | 2026-09-30 | Winnow Wealth Llc | 141 | 151,341 | ||
| 2026-10-15 | 2026-09-30 | Longboard Asset Management, LP | 21 | 3,718 | ||
| 2026-10-15 | 2026-09-30 | ASL Financial, LLC | 98 | 146,246 | ||
| 2026-10-15 | 2026-09-30 | B.A. Schrock Wealth Management, Inc. | 132 | 273,678 | ||
| 2026-10-15 | 2026-06-30 | Loftus Peak Pty Ltd | 26 | 734,398 | ||
| 2026-10-14 | 2026-09-30 | R | Truefg, Llc | 73 | 430,088 | |
| 2026-10-14 | 2026-09-30 | KG&L Capital Management,LLC | 133 | 163,289 | ||
| 2026-10-14 | 2026-09-30 | Colorado Capital Management, Inc. | 100 | 291 | ||
| 2026-10-14 | 2026-09-30 | HBW Advisory Services LLC | 440 | 1,009,774 | ||
| 2026-10-14 | 2026-09-30 | Kellett Schaffner Wealth Advisors LLC | 106 | 273,322 | ||
| 2026-10-14 | 2026-09-30 | Zwj Investment Counsel Inc | 293 | 3,235,220 | ||
| 2026-10-14 | 2026-09-30 | Lipe & Dalton | 94 | 216 | ||
| 2026-10-14 | 2026-09-30 | Stapp Wealth Management, Pllc | 31 | 77,232 | ||
| 2026-10-14 | 2026-09-30 | Perkins Coie Trust Co | 499 | 696,722 | ||
| 2026-10-14 | 2026-09-30 | Martin Capital Advisors, LLP | 75 | 192,696 | ||
| 2026-10-14 | 2026-09-30 | Howard Financial Services, Ltd. | 234 | 954,306 | ||
| 2026-10-14 | 2026-09-30 | Nolet Wealth Management, LLC | 111 | 180,586 | ||
| 2026-10-14 | 2026-09-30 | Newton One Investments LLC | 150 | 392,043 | ||
| 2026-10-14 | 2026-09-30 | Essex LLC | 183 | 659,852 | ||
| 2026-10-14 | 2026-09-30 | Elmwood Wealth Management, Inc. | 207 | 416,138 | ||
| 2026-10-14 | 2026-09-30 | Cultivar Capital, Inc. | 44 | 160,229 | ||
| 2026-10-14 | 2026-09-30 | Orca Wealth Management, LLC | 84 | 167,845 | ||
| 2026-10-14 | 2026-09-30 | Baker Ellis Asset Management LLC | 252 | 917,115 | ||
| 2026-10-14 | 2026-09-30 | Triumph Capital Management | 1906 | 573,344 | ||
| 2026-10-14 | 2026-09-30 | Mitchell & Pahl Private Wealth, Llc | 147 | 277,197 | ||
| 2026-10-14 | 2026-09-30 | Sfm, Llc | 69 | 198,994 | ||
| 2026-10-14 | 2026-09-30 | WealthSpring Partners, LLC | 74 | 94,419 | ||
| 2026-10-14 | 2026-09-30 | LDIC Inc. | 19 | 166,061 | ||
| 2026-10-14 | 2026-09-30 | Sanders Morris Harris Llc | 325 | 755,101 | ||
| 2026-10-14 | 2026-09-30 | Harbor Group, Inc. | 121 | 848,986 | ||
| 2026-10-14 | 2026-09-30 | Weil Company, Inc. | 134 | 580,202 | ||
| 2026-10-14 | 2026-09-30 | Johnson Bixby & Associates, LLC | 127 | 915,892 | ||
| 2026-10-14 | 2026-09-30 | Alliance Wealth Advisors, LLC | 174 | 316,572 | ||
| 2026-10-14 | 2026-09-30 | Western Financial Corp/CA | 136 | 300,367 | ||
| 2026-10-14 | 2026-09-30 | BluePrint Investing LLC | 25 | 128,177 | ||
| 2026-10-14 | 2026-09-30 | Luminvest Wealth Management LLC | 46 | 380,460 | ||
| 2026-10-14 | 2026-09-30 | Azarias Capital Management, L.P. | 23 | 168,441 | ||
| 2026-10-14 | 2026-09-30 | Finward Bancorp | 103 | 135,624 | ||
| 2026-10-14 | 2026-09-30 | Wolfstich Capital, LLC | 21 | 123,197 | ||
| 2026-10-14 | 2026-09-30 | SC&H Financial Advisors, Inc. | 158 | 722,162 | ||
| 2026-10-14 | 2026-09-30 | Columbus Macro, LLC | 208 | 1,028,448 | ||
| 2026-10-14 | 2026-09-30 | Financial Planning Navigators CORP | 72 | 274,356 | ||
| 2026-10-14 | 2026-09-30 | Tenon Financial LLC | 70 | 330,681 | ||
| 2026-10-14 | 2026-09-30 | Mezzasalma Advisors, LLC | 159 | 493,404 | ||
| 2026-10-14 | 2026-09-30 | Sherrill & Hutchins Financial Advisory, Inc | 19 | 206,756 | ||
| 2026-10-14 | 2026-09-30 | Virginia Wealth Management Group, Inc. | 58 | 202,857 | ||
| 2026-10-14 | 2026-09-30 | RCS Financial Planning, LLC | 88 | 184,739 | ||
| 2026-10-14 | 2026-09-30 | Tempus Wealth Planning, LLC | 282 | 521,538 | ||
| 2026-10-14 | 2026-09-30 | FOCUS Wealth Advisors, LLC | 62 | 208,668 | ||
| 2026-10-14 | 2026-09-30 | Fortress Financial Solutions, LLC | 66 | 117,863 | ||
| 2026-10-14 | 2026-09-30 | Allodium Investment Consultants, LLC | 56 | 243,518 | ||
| 2026-10-14 | 2026-06-30 | N | Howard Financial Services, Ltd. | 238 | 927,269 | |
| 2026-10-14 | 2026-09-30 | Union Savings Bank | 326 | 250,073 | ||
| 2026-10-14 | 2026-09-30 | Schoolcraft Capital LLC | 67 | 568,002 | ||
| 2026-10-14 | 2026-09-30 | Granite FO LLC | 172 | 186,195 | ||
| 2026-10-14 | 2026-09-30 | Elemental Capital Partners LLC | 12 | 415,186 | ||
| 2026-10-14 | 2026-09-30 | Cliftonlarsonallen Wealth Advisors, Llc | 241 | 7,656,449 | ||
| 2026-10-14 | 2026-09-30 | Sloy Dahl & Holst, LLC | 120 | 692,629 | ||
| 2026-10-14 | 2026-09-30 | Strategy Asset Managers Llc | 262 | 650,355 | ||
| 2026-10-14 | 2026-09-30 | Fortitude Family Office, LLC | 2642 | 585,656 | ||
| 2026-10-14 | 2026-09-30 | Meridian Investment Counsel Inc. | 230 | 431,015 | ||
| 2026-10-14 | 2026-09-30 | Godsey & Gibb Associates | 611 | 1,212,750 | ||
| 2026-10-14 | 2026-09-30 | Family Office Research LLC | 85 | 260,027 | ||
| 2026-10-14 | 2026-09-30 | Birchbrook, Inc. | 295 | 208,778 | ||
| 2026-10-14 | 2026-09-30 | Mather Group, Llc. | 2251 | 11,795,821 | ||
| 2026-10-14 | 2026-09-30 | William Allan, Llc | 65 | 199,424 | ||
| 2026-10-14 | 2026-09-30 | Triangle Securities Wealth Management | 206 | 522,106 | ||
| 2026-10-14 | 2026-09-30 | Hudock, Inc. | 225 | 789,535 | ||
| 2026-10-14 | 2026-09-30 | West Wealth Group, LLC | 145 | 644,589 | ||
| 2026-10-14 | 2026-09-30 | First Pacific Financial | 538 | 977,642 | ||
| 2026-10-14 | 2026-09-30 | Ironwood Wealth Management, Inc. | 29 | 237,060 | ||
| 2026-10-14 | 2026-09-30 | Fortune 45 LLC | 35 | 246,047 | ||
| 2026-10-14 | 2026-09-30 | Summit Financial Strategies, Inc. | 165 | 1,442,181 | ||
| 2026-10-14 | 2026-09-30 | MPS Loria Financial Planners, LLC | 87 | 527,075 | ||
| 2026-10-14 | 2026-09-30 | Reliant Investment Management, LLC | 55 | 270,648 | ||
| 2026-10-14 | 2026-09-30 | LDR Capital Management LLC | 44 | 80,979 | ||
| 2026-10-14 | 2026-09-30 | Myecfo, Llc | 72 | 266,296 | ||
| 2026-10-14 | 2026-09-30 | Wall Capital Group, Inc. | 32 | 121,179 | ||
| 2026-10-14 | 2026-09-30 | InvesTrust | 91 | 247,227 | ||
| 2026-10-14 | 2026-09-30 | Nvwm, Llc | 798 | 533,177 | ||
| 2026-10-14 | 2026-09-30 | Covenant Asset Management, LLC | 169 | 746,054 | ||
| 2026-10-14 | 2026-09-30 | Financial Life Advisors | 60 | 352,254 | ||
| 2026-10-14 | 2026-09-30 | Porter White Investment Advisors, Inc. | 36 | 161,210 | ||
| 2026-10-14 | 2026-09-30 | Viking Fund Management Llc | 141 | 1,142,767 | ||
| 2026-10-14 | 2026-09-30 | Orgel Wealth Management, LLC | 111 | 5,295,406 |
