| Aug 26, 2026 | Principia Wealth Advisory, LLC | Q1 2026 | 1,047 | $176.6M |
| Aug 26, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Giverny Capital Inc.SuperinvestorGiverny Capital | Q2 2026 | 51 | $2.97B |
| Aug 26, 2026 | William John Sempolinski | Q1 2026 | 93 | $199.2M |
| Aug 26, 2026 | William John Sempolinski | Q4 2025 | 89 | $203.2M |
| Aug 26, 2026 | Brown Financial Advisors | Q2 2026 | 212 | $286.4M |
| Aug 26, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Dakota Wealth Management | Q3 2025 | 645 | $4.96B |
| Aug 26, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Dakota Wealth Management | Q4 2025 | 773 | $5.63B |
| Aug 26, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Dakota Wealth Management | Q1 2026 | 761 | $4.61B |
| Aug 26, 2026 | American Securities LLC | Q2 2026 | 2 | $3.75B |
| Aug 26, 2026 | Reflection Asset Management | Q1 2026 | 127 | $163.5M |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q1 2022 | 3 | $68.2K |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q2 2023 | 1,417 | $4.90B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q3 2023 | 1,404 | $4.64B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q1 2023 | 1,447 | $4.92B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q1 2021 | 1,478 | $6.43B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q2 2021 | 1,401 | $7.12B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q3 2020 | 1,520 | $5.41B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | HighTower Advisors, LLC | Q2 2026 | 3,792 | $104.1B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q3 2025 | 1,453 | $5.89B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q4 2023 | 1,401 | $4.90B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Advisors Asset Management, Inc. | Q4 2019 | 1,559 | $5.70B |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Tobias Financial Advisors, Inc. | Q2 2026 | 147 | $787.3M |
| Aug 25, 2026 | MLG Wealth Management DBA Pine Grove Financial Group | Q4 2025 | 192 | $828.8M |
| Aug 25, 2026 | Kirkwood Financial Services | Q2 2026 | 42 | $349.9M |
| Aug 25, 2026 | Virginia Retirement Systems Et Al | Q1 2026 | 926 | $13.5B |
| Aug 25, 2026 | January Capital Advisors LLC | Q2 2026 | 55 | $119.7M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q2 2026 | 261 | $440.5M |
| Aug 25, 2026 | Kingsbury Capital Investment Advisors LLC | Q1 2026 | 113 | $106.4M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q1 2026 | 246 | $399.4M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q4 2025 | 242 | $412.9M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q3 2025 | 255 | $416.4M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q2 2025 | 254 | $391.4M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q1 2025 | 234 | $357.0M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q4 2024 | 222 | $355.3M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q3 2024 | 220 | $350.4M |
| Aug 25, 2026 | Kingsbury Capital Investment Advisors LLC | Q2 2026 | 121 | $118.2M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q2 2024 | 203 | $328.1M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q1 2024 | 202 | $323.5M |
| Aug 25, 2026 | Virginia Retirement Systems Et Al | Q2 2026 | 1,300 | $16.7B |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q4 2023 | 182 | $291.3M |
| Aug 25, 2026 | Absolute Gestao de Investimentos Ltda. | Q2 2026 | 34 | $362.7M |
| Aug 25, 2026 | Groupe la Francaise | Q2 2026 | 451 | $8.14B |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q3 2023 | 152 | $254.2M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q2 2023 | 160 | $259.4M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q1 2023 | 143 | $241.7M |
| Aug 25, 2026AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing. | Blacksheep Fund Management Ltd | Q2 2026 | 7 | $309.6M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q4 2022 | 146 | $229.5M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q3 2022 | 128 | $188.0M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q2 2022 | 127 | $189.7M |
| Aug 25, 2026 | Advus Financial Partners, LLC | Q1 2022 | 125 | $196.2M |