| Institution | Period of Report | Form Type | Holdings | Filing Date |
|---|---|---|---|---|
| Elm Partners Management LLC CIK: 0001743941 | Q1 2026 | 13F-HR/A (RESTATEMENT) | 160 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q2 2025 | 13F-HR/A (RESTATEMENT) | 77 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q1 2025 | 13F-HR/A (RESTATEMENT) | 77 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q4 2024 | 13F-HR/A (RESTATEMENT) | 77 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q3 2024 | 13F-HR/A (RESTATEMENT) | 75 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q2 2024 | 13F-HR/A (RESTATEMENT) | 73 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q1 2024 | 13F-HR/A (RESTATEMENT) | 70 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q4 2023 | 13F-HR/A (RESTATEMENT) | 67 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q3 2023 | 13F-HR/A (RESTATEMENT) | 65 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q2 2023 | 13F-HR/A (RESTATEMENT) | 65 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q1 2023 | 13F-HR/A (RESTATEMENT) | 64 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q4 2022 | 13F-HR/A (RESTATEMENT) | 64 | Oct 30, 2026 |
| East Coast Asset Management, LLC. CIK: 0001579254 | Q3 2022 | 13F-HR/A (RESTATEMENT) | 63 | Oct 30, 2026 |
| 3Chopt Investment Partners, LLC CIK: 0001978521 | Q3 2026 | 13F-HR | 294 | Oct 30, 2026 |
| 3EDGE Asset Management, LP CIK: 0001665605 | Q3 2026 | 13F-HR | 95 | Oct 30, 2026 |
| AEGON USA Investment Management, LLC CIK: 0001454937 | Q3 2026 | 13F-HR | 46 | Oct 30, 2026 |
| AIA Group Ltd CIK: 0001522877 | Q3 2026 | 13F-HR | 320 | Oct 30, 2026 |
| AMERICAN ASSETS INC CIK: 0000885118 | Q3 2026 | 13F-HR | 19 | Oct 30, 2026 |
| APPLETON PARTNERS INC/MA CIK: 0001055290 | Q3 2026 | 13F-HR | 269 | Oct 30, 2026 |
| ARGA Investment Management, LP CIK: 0001556915 | Q3 2026 | 13F-HR | 126 | Oct 30, 2026 |
| ARRIEN INVESTMENTS, INC. CIK: 0002052048 | Q3 2026 | 13F-HR | 47 | Oct 30, 2026 |
| ASSOCIATED BANC-CORP CIK: 0000007789 | Q3 2026 | 13F-HR | 354 | Oct 30, 2026 |
| Achmea Investment Management B.V. CIK: 0001697765 | Q3 2026 | 13F-HR | 926 | Oct 30, 2026 |
| Ackerman Capital Advisors, LLC CIK: 0001699506 | Q3 2026 | 13F-HR | 127 | Oct 30, 2026 |
| Alessandra Capital Management, LLC CIK: 0002132506 | Q3 2026 | 13F-HR | 121 | Oct 30, 2026 |
| American Assets Investment Management, LLC CIK: 0001389256 | Q3 2026 | 13F-HR | 137 | Oct 30, 2026 |
| Arbejdsmarkedets Tillaegspension CIK: 0002105395 | Q3 2026 | 13F-HR | 164 | Oct 30, 2026 |
| Arlington Capital Management INC CIK: 0001606507 | Q3 2026 | 13F-HR | 113 | Oct 30, 2026 |
| Ascent Group, LLC CIK: 0001913231 | Q3 2026 | 13F-HR | 808 | Oct 30, 2026 |
| Attestor Capital Ltd CIK: 0001830731 | Q3 2026 | 13F-HR | 6 | Oct 30, 2026 |
| Aware Super Pty Ltd as trustee of Aware Super CIK: 0002012816 | Q3 2026 | 13F-HR | 219 | Oct 30, 2026 |
| B. Metzler seel. Sohn & Co. AG CIK: 0001847838 | Q3 2026 | 13F-HR | 694 | Oct 30, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. CIK: 0001287978 | Q3 2026 | 13F-HR | 159 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q3 2024 | 13F-HR | 2,170 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q4 2024 | 13F-HR | 2,096 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q1 2025 | 13F-HR | 2,255 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q2 2025 | 13F-HR | 2,348 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q3 2025 | 13F-HR | 2,424 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q4 2025 | 13F-HR | 2,673 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q1 2026 | 13F-HR | 2,458 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. CIK: 0000717799 | Q2 2026 | 13F-HR | 2,389 | Oct 30, 2026 |
| BFSG, LLC CIK: 0001706836 | Q3 2026 | 13F-HR | 918 | Oct 30, 2026 |
| Babb Wealth Advisors LLC CIK: 0002047312 | Q3 2026 | 13F-HR | 21 | Oct 30, 2026 |
| BancFirst Trust & Investment Management CIK: 0001914099 | Q3 2026 | 13F-HR | 50 | Oct 30, 2026 |
| Barnes Dennig Private Wealth Management LLC CIK: 0002058270 | Q3 2026 | 13F-HR | 363 | Oct 30, 2026 |
| Boston Trust Walden Corp CIK: 0001534866 | Q3 2026 | 13F-HR | 397 | Oct 30, 2026 |
| Bullock Wealth Management Group CIK: 0002067581 | Q4 2022 | 13F-HR | 567 | Oct 30, 2026 |
| Bullock Wealth Management Group CIK: 0002067581 | Q1 2022 | 13F-HR | 517 | Oct 30, 2026 |
| Bullock Wealth Management Group CIK: 0002067581 | Q4 2021 | 13F-HR | 502 | Oct 30, 2026 |
| Bullock Wealth Management Group CIK: 0002067581 | Q3 2021 | 13F-HR | 497 | Oct 30, 2026 |
| Bullock Wealth Management Group CIK: 0002067581 | Q3 2022 | 13F-HR | 589 | Oct 30, 2026 |
| Bullock Wealth Management Group CIK: 0002067581 | Q2 2022 | 13F-HR | 569 | Oct 30, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK: 0001034546 | Q3 2026 | 13F-HR | 85 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC CIK: 0002148724 | Q3 2026 | 13F-HR | 1,727 | Oct 30, 2026 |
| COOKSON PEIRCE & CO INC CIK: 0001141455 | Q3 2026 | 13F-HR | 325 | Oct 30, 2026 |
| CORBYN INVESTMENT MANAGEMENT INC/MD CIK: 0000919538 | Q3 2026 | 13F-HR | 67 | Oct 30, 2026 |
| COUNTRY TRUST BANK CIK: 0001209324 | Q3 2026 | 13F-HR | 676 | Oct 30, 2026 |
| COWA, LLC CIK: 0001844480 | Q3 2026 | 13F-HR | 187 | Oct 30, 2026 |
| CUMBERLAND ADVISORS INC CIK: 0001255435 | Q3 2026 | 13F-HR | 48 | Oct 30, 2026 |
| Caldwell Trust Co CIK: 0002080218 | Q3 2026 | 13F-HR | 813 | Oct 30, 2026 |
| Capital Asset Advisory Services LLC CIK: 0001666024 | Q3 2026 | 13F-HR | 357 | Oct 30, 2026 |
| Capital Investment Advisory Services, LLC CIK: 0001659203 | Q3 2026 | 13F-HR | 1,336 | Oct 30, 2026 |
| Capital Squared Financial LLC CIK: 0002128691 | Q3 2026 | 13F-HR | 90 | Oct 30, 2026 |
| Carmel Capital Management L.L.C. CIK: 0001878547 | Q3 2026 | 13F-HR | 31 | Oct 30, 2026 |
| Catalys Pacific, LLC CIK: 0002011385 | Q3 2026 | 13F-HR | 2 | Oct 30, 2026 |
| Challenger Wealth Management CIK: 0002057602 | Q3 2026 | 13F-HR | 63 | Oct 30, 2026 |
| Clear Point Advisors Inc. CIK: 0002010474 | Q3 2026 | 13F-HR | 131 | Oct 30, 2026 |
| Codex Capital Asset Management L.L.C. CIK: 0002030542 | Q3 2026 | 13F-HR | 33 | Oct 30, 2026 |
| Compass Wealth Management, LLC/GA CIK: 0002076480 | Q3 2026 | 13F-HR | 76 | Oct 30, 2026 |
| Cordgrass Capital Advisors, LLC CIK: 0001912040 | Q3 2026 | 13F-HR | 230 | Oct 30, 2026 |
| Costello Asset Management, INC CIK: 0001760145 | Q3 2026 | 13F-HR | 695 | Oct 30, 2026 |
| Covestor Ltd CIK: 0001909846 | Q3 2026 | 13F-HR | 2,891 | Oct 30, 2026 |
| CrossGen Wealth, LLC CIK: 0002112179 | Q3 2026 | 13F-HR | 202 | Oct 30, 2026 |
| DeLarme Wealth Management, Inc. CIK: 0002070361 | Q3 2026 | 13F-HR | 71 | Oct 30, 2026 |
| Drystone LLC CIK: 0001910462 | Q3 2026 | 13F-HR | 18 | Oct 30, 2026 |
| Evergreen Private Wealth LLC CIK: 0002010098 | Q3 2026 | 13F-HR | 68 | Oct 30, 2026 |
| FACTORY MUTUAL INSURANCE CO CIK: 0000887818 | Q3 2026 | 13F-HR | 216 | Oct 30, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC CIK: 0002011882 | Q3 2026 | 13F-HR | 352 | Oct 30, 2026 |
| Fairway Wealth LLC CIK: 0002019393 | Q3 2026 | 13F-HR | 386 | Oct 30, 2026 |
| Family CFO Inc CIK: 0001911695 | Q3 2026 | 13F-HR | 48 | Oct 30, 2026 |
| Farrow Financial, Inc. CIK: 0002010644 | Q3 2026 | 13F-HR | 54 | Oct 30, 2026 |
| FinDec Wealth Services, Inc. CIK: 0001916066 | Q3 2026 | 13F-HR | 30 | Oct 30, 2026 |
| First Nebraska Trust Co CIK: 0002134841 | Q3 2026 | 13F-HR | 235 | Oct 30, 2026 |
| Fischer Financial Services, Inc. CIK: 0002064001 | Q3 2026 | 13F-HR | 61 | Oct 30, 2026 |
| Focused Investors LLC CIK: 0001426398 | Q3 2026 | 13F-HR | 22 | Oct 30, 2026 |
| Focused Wealth Management, Inc CIK: 0001586052 | Q3 2026 | 13F-HR | 244 | Oct 30, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC CIK: 0001707856 | Q3 2026 | 13F-HR | 57 | Oct 30, 2026 |
| GPM Growth Investors, Inc. CIK: 0001799367 | Q3 2026 | 13F-HR | 43 | Oct 30, 2026 |
| Gallacher Capital Management LLC CIK: 0001960749 | Q3 2026 | 13F-HR | 207 | Oct 30, 2026 |
| Garner Asset Management Corp CIK: 0001714093 | Q3 2026 | 13F-HR | 162 | Oct 30, 2026 |
| Garton & Associates Financial Advisors LLC CIK: 0002109857 | Q3 2026 | 13F-HR | 25 | Oct 30, 2026 |
| Gordian Advisors LLC CIK: 0002011856 | Q3 2026 | 13F-HR | 60 | Oct 30, 2026 |
| Guardian Wealth Advisors, LLC CIK: 0001858828 | Q3 2026 | 13F-HR | 67 | Oct 30, 2026 |
| Guardian Wealth Management, Inc. CIK: 0001910205 | Q3 2026 | 13F-HR | 67 | Oct 30, 2026 |
| HAHN CAPITAL MANAGEMENT LLC CIK: 0001171592 | Q3 2026 | 13F-HR | 28 | Oct 30, 2026 |
| Hara Capital LLC CIK: 0002010015 | Q3 2026 | 13F-HR | 295 | Oct 30, 2026 |
| Hikari Power Ltd CIK: 0001606152 | Q3 2026 | 13F-HR | 36 | Oct 30, 2026 |
| Hughes Financial Services, LLC CIK: 0002054465 | Q3 2026 | 13F-HR | 2,000 | Oct 30, 2026 |
| INDEPENDENT INVESTORS INC CIK: 0001121908 | Q3 2026 | 13F-HR | 72 | Oct 30, 2026 |
| IPG Investment Advisors LLC CIK: 0001602237 | Q3 2026 | 13F-HR | 269 | Oct 30, 2026 |
Showing 100 most recent filings