|
Q2 2026
|
1,408 |
6,557,394 |
GOOGL, AMZN, AAPL, MSFT
|
13F-HR
|
8/13/2026 |
000200032426003377 |
|
Q1 2026
|
1,451 |
6,011,381 |
GOOGL, AMZN, AAPL, MSFT
|
13F-HR
|
5/15/2026 |
000200032426001941 |
|
Q4 2025
|
1,466 |
5,957,160 |
GOOGL, AMZN, AAPL, MSFT
|
RESTATEMENT
|
8/21/2026 |
000199937126018409 |
|
Q4 2025
|
7 |
115 |
BDIV, Sawgrass U.S. Large C, SLC Low Duration Inco, SAWS
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018410 |
|
Q3 2025
|
1,477 |
5,892,410 |
AMZN, MSFT, GOOGL, AAPL
|
RESTATEMENT
|
8/25/2026 |
000199937126018670 |
|
Q3 2025
|
6 |
78 |
BDIV, Sawgrass U.S. Large C, BOE, SLC Low Duration Inco
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018415 |
|
Q2 2025
|
1,472 |
5,585,929 |
AMZN, MSFT, META, AAPL
|
RESTATEMENT
|
8/24/2026 |
000199937126018459 |
|
Q2 2025
|
5 |
60 |
BDIV, Sawgrass U.S. Large C, SLC Low Duration Inco, SAWS
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018454 |
|
Q1 2025
|
1,494 |
5,323,212 |
AMZN, AAPL, MSFT, GOOGL
|
RESTATEMENT
|
8/26/2026 |
000199937126018777 |
|
Q1 2025
|
6 |
74 |
BDIV, Sawgrass U.S. Large C, BOE, SLC Low Duration Inco
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018413 |
|
Q4 2024
|
1,472 |
5,428,977 |
AMZN, AAPL, MSFT, GOOGL
|
RESTATEMENT
|
8/21/2026 |
000199937126018448 |
|
Q4 2024
|
4 |
45 |
Sawgrass U.S. Large C, BDIV, SAWS, PFLD
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018449 |
|
Q3 2024
|
1,460 |
5,445,085 |
AMZN, AAPL, MSFT, META
|
RESTATEMENT
|
8/21/2026 |
000199937126018452 |
|
Q3 2024
|
4 |
46 |
BDIV, Sawgrass U.S. Large C, SAWS, PFLD
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018451 |
|
Q2 2024
|
1,436 |
5,127,561 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/21/2026 |
000199937126018450 |
|
Q1 2024
|
1,395 |
5,203,090 |
AMZN, MSFT, META, GOOGL
|
RESTATEMENT
|
8/26/2026 |
000199937126018781 |
|
Q4 2023
|
1,401 |
4,898,282 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/25/2026 |
000199937126018667 |
|
Q4 2023
|
1 |
58 |
PRINCIPAL FINANCIAL GROUP IN
|
NEW HOLDINGS
|
8/24/2026 |
000199937126018462 |
|
Q3 2023
|
1,404 |
4,635,683 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/25/2026 |
000199937126018684 |
|
Q3 2023
|
1 |
58 |
Principal Financial Group
|
NEW HOLDINGS
|
8/25/2026 |
000199937126018679 |
|
Q2 2023
|
1,417 |
4,895,108 |
MSFT, AMZN, AAPL, META
|
RESTATEMENT
|
8/25/2026 |
000199937126018686 |
|
Q2 2023
|
1 |
56 |
Principal Financial Group
|
NEW HOLDINGS
|
8/25/2026 |
000199937126018681 |
|
Q1 2023
|
1,447 |
4,915,862 |
MSFT, AAPL, AMZN, GOOGL
|
RESTATEMENT
|
8/25/2026 |
000199937126018677 |
|
Q1 2023
|
1 |
53 |
Principal Financial Group
|
NEW HOLDINGS
|
8/25/2026 |
000199937126018676 |
|
Q4 2022
|
1,480 |
4,854,266 |
MSFT, AAPL, AMZN, GOOGL
|
RESTATEMENT
|
8/27/2026 |
000199937126018943 |
|
Q4 2022
|
1 |
62 |
Principal Financial Group
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018457 |
|
Q3 2022
|
1,460 |
4,995,258 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/26/2026 |
000199937126018774 |
|
Q3 2022
|
1 |
53 |
Principal Financial Group
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018456 |
|
Q2 2022
|
1,489 |
5,521,201 |
MSFT, AAPL, AMZN, GOOGL
|
RESTATEMENT
|
8/27/2026 |
000199937126018930 |
|
Q2 2022
|
1 |
49 |
PRINCIPAL FINANCIAL GROUP IN
|
NEW HOLDINGS
|
8/27/2026 |
000199937126018931 |
|
Q1 2022
|
3 |
68 |
Principal Financial Group, BOE, FYBR
|
NEW HOLDINGS
|
8/26/2026 |
000199937126018797 |
|
Q1 2022
|
1,485 |
6,494,297 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/25/2026 |
000199937126018698 |
|
Q1 2022
|
3 |
68 |
Principal Financial Group, BOE, FYBR
|
RESTATEMENT
|
8/25/2026 |
000199937126018699 |
|
Q4 2021
|
1,486 |
7,012,659 |
MSFT, AAPL, AMZN, GOOGL
|
RESTATEMENT
|
8/27/2026 |
000199937126018946 |
|
Q3 2021
|
1,463 |
6,576,592 |
AMZN, MSFT, GOOGL, AAPL
|
RESTATEMENT
|
8/27/2026 |
000199937126018913 |
|
Q3 2021
|
1 |
48 |
PRINCIPAL FINANCIAL GROUP IN
|
NEW HOLDINGS
|
8/26/2026 |
000199937126018771 |
|
Q2 2021
|
1,401 |
7,122,444 |
AMZN, MSFT, GOOGL, AAPL
|
RESTATEMENT
|
8/25/2026 |
000199937126018672 |
|
Q2 2021
|
1 |
94 |
CRC
|
NEW HOLDINGS
|
8/25/2026 |
000199937126018669 |
|
Q1 2021
|
1,480 |
6,432,359 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/25/2026 |
000199937126018674 |
|
Q4 2020
|
1,509 |
6,334,186 |
AMZN, AAPL, MSFT, GOOGL
|
RESTATEMENT
|
8/26/2026 |
000199937126018769 |
|
Q4 2020
|
1 |
73 |
CRC
|
NEW HOLDINGS
|
8/25/2026 |
000199937126018668 |
|
Q3 2020
|
1,520 |
5,408,430 |
AMZN, MSFT, AAPL, META
|
RESTATEMENT
|
8/25/2026 |
000199937126018671 |
|
Q2 2020
|
1,524 |
5,137,074 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/27/2026 |
000199937126018935 |
|
Q2 2020
|
43 |
66 |
RSP, BAB, CORP, SHYG
|
NEW HOLDINGS
|
8/27/2026 |
000199937126018936 |
|
Q1 2020
|
1,503 |
4,203,511 |
MSFT, AMZN, AAPL, GOOGL
|
RESTATEMENT
|
8/21/2026 |
000199937126018386 |
|
Q1 2020
|
4 |
103 |
CRC, SZC, BLW, HYT
|
NEW HOLDINGS
|
8/21/2026 |
000199937126018412 |
|
Q4 2019
|
1,554 |
5,703,107 |
MSFT, AMZN, AAPL, GOOGL
|
RESTATEMENT
|
8/25/2026 |
000199937126018663 |
|
Q4 2019
|
5 |
847 |
GLOP, FLEX, PSXP, MMP
|
NEW HOLDINGS
|
8/25/2026 |
000199937126018664 |
|
Q3 2019
|
1,584 |
5,430,124 |
MSFT, AMZN, AAPL, GOOGL
|
RESTATEMENT
|
8/18/2026 |
000199937126018142 |
|
Q3 2019
|
3 |
2 |
PSXP, MMP, NBLX
|
NEW HOLDINGS
|
8/18/2026 |
000199937126018143 |
|
Q2 2019
|
1,552 |
5,614,930 |
MSFT, AMZN, MA, AAPL
|
RESTATEMENT
|
8/18/2026 |
000199937126018139 |
|
Q2 2019
|
2 |
1 |
PSXP, MMP
|
NEW HOLDINGS
|
8/18/2026 |
000199937126018141 |
|
Q1 2019
|
1,567 |
5,488,354 |
AMZN, MSFT, GOOGL, AAPL
|
RESTATEMENT
|
8/18/2026 |
000199937126018150 |
|
Q1 2019
|
2 |
1 |
PSXP, MMP
|
NEW HOLDINGS
|
8/18/2026 |
000199937126018135 |
|
Q4 2018
|
1,599 |
4,966,831 |
AMZN, MSFT, GOOGL, AAPL
|
RESTATEMENT
|
8/13/2026 |
000199937126017808 |
|
Q4 2018
|
4 |
3 |
MMP, NBLX, PSXP
|
NEW HOLDINGS
|
8/13/2026 |
000199937126017811 |
|
Q3 2018
|
1,578 |
6,117,988 |
AMZN, MSFT, AAPL, GOOGL
|
RESTATEMENT
|
8/13/2026 |
000199937126017803 |
|
Q3 2018
|
13 |
17 |
DHC, HCA, PDM, SCHB
|
NEW HOLDINGS
|
8/13/2026 |
000199937126017805 |
|
Q2 2018
|
1,602 |
5,888,192 |
AMZN, MSFT, AAPL, META
|
RESTATEMENT
|
8/13/2026 |
000199937126017798 |
|
Q2 2018
|
13 |
32 |
Alerian MLP ETF, Invesco S&P 500 Equal Wei, iShares TIPS Bond ETF, Peritus High Yield ETF
|
NEW HOLDINGS
|
8/13/2026 |
000199937126017800 |
|
Q1 2018
|
1,538 |
5,968,665 |
AMZN, MSFT, AAPL, CSCO
|
RESTATEMENT
|
8/13/2026 |
000199937126017794 |
|
Q1 2018
|
4 |
8 |
Guggenheim S&P 500 Equal, ET, NBLX, PSXP
|
NEW HOLDINGS
|
8/13/2026 |
000199937126017796 |
|
Q4 2017
|
1,507 |
6,083,414 |
AMZN, MSFT, VZ, AAPL
|
13F-HR
|
2/13/2018 |
000101322818000236 |
|
Q3 2017
|
1,513 |
5,969,782 |
PFE, AMZN, MSFT, VZ
|
13F-HR
|
11/7/2017 |
000101322817001793 |
|
Q2 2017
|
1,564 |
5,983,270 |
PFE, AMZN, MSFT, VZ
|
13F-HR
|
8/2/2017 |
000101322817001340 |
|
Q1 2017
|
1,550 |
5,967,035 |
PFE, VZ, MSFT, AAPL
|
13F-HR
|
5/2/2017 |
000101322817000885 |
|
Q4 2016
|
1,844 |
6,022,504 |
VZ, PFE, T, MSFT
|
13F-HR
|
2/9/2017 |
000101322817000100 |
|
Q3 2016
|
1,837 |
6,097,163 |
VZ, PFE, T, MRK
|
13F-HR
|
10/31/2016 |
000101322816005428 |
|
Q2 2016
|
1,856 |
6,168,421 |
VZ, PFE, T, MRK
|
13F-HR
|
8/8/2016 |
000101322816004779 |
|
Q1 2016
|
1,797 |
6,010,639 |
VZ, T, PFE, MRK
|
13F-HR
|
5/16/2016 |
000101322816004222 |
|
Q4 2015
|
1,901 |
6,302,878 |
PFE, T, VZ, MRK
|
13F-HR
|
2/10/2016 |
000101322816003389 |
|
Q3 2015
|
1,885 |
6,270,706 |
PFE, T, TE, MO
|
13F-HR
|
11/16/2015 |
000101322815002732 |
|
Q2 2015
|
1,834 |
7,286,183 |
PFE, T, VZ, RAI
|
13F-HR
|
8/11/2015 |
000101322815001841 |
|
Q1 2015
|
1,804 |
7,508,168 |
PFE, T, VZ, MO
|
13F-HR
|
5/13/2015 |
000101322815001139 |
|
Q4 2014
|
1,789 |
7,458,934 |
T, VZ, MO, NHF
|
13F-HR
|
2/5/2015 |
000101322815000250 |
|
Q3 2014
|
1,774 |
7,251,013 |
VZ, MRK, INTC, T
|
13F-HR
|
11/13/2014 |
000101322814002657 |
|
Q2 2014
|
1,776 |
7,213,366 |
NHF, MRK, VZ, INTC
|
13F-HR
|
8/14/2014 |
000101322814001874 |
|
Q1 2014
|
1,764 |
6,595,293 |
MRK, NHF, VZ, T
|
13F-HR
|
5/15/2014 |
000101322814001212 |
|
Q4 2013
|
1,756 |
6,204,246 |
MRK, VZ, NHF, INTC
|
13F-HR
|
2/3/2014 |
000101322814000291 |