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Portfolio (Quarterly) Guide ↗
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Page 100 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Clearstead Advisors, LLC Mar 2026 $10.9B 2,241 EDGAR ↗
5/6/2026 Mediolanum International Funds Ltd Mar 2026 $9.4B 431 EDGAR ↗
5/6/2026 Modera Wealth Management, LLC Mar 2026 $8.3B 635 EDGAR ↗
5/6/2026 AIA Group Ltd Mar 2026 $6.9B 362 EDGAR ↗
5/6/2026 Catalyst Capital Advisors LLC Mar 2026 $5.4B 482 EDGAR ↗
5/6/2026 Geneva Capital Management Llc Mar 2026 $4.7B 252 EDGAR ↗
5/6/2026 Munro Partners Mar 2026 $3.0B 59 EDGAR ↗
5/6/2026 Meridian Wealth Management, LLC Mar 2026 $2.8B 782 EDGAR ↗
5/6/2026 North Star Asset Management Inc Mar 2026 $2.3B 446 EDGAR ↗
5/6/2026 Angeles Wealth Management, Llc Mar 2026 $1.8B 524 EDGAR ↗
5/6/2026 Financiere des Professionnels - Fonds d'investissement inc. Mar 2026 $1.7B 428 EDGAR ↗
5/6/2026 Valley Wealth Managers, Inc. Mar 2026 $1.6B 504 EDGAR ↗
5/6/2026 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD Mar 2026 $1.5B 55 EDGAR ↗
5/6/2026 Avalon Trust Co Mar 2026 $1.5B 460 EDGAR ↗
5/6/2026 Amica Mutual Insurance Co Mar 2026 $1.2B 144 EDGAR ↗
5/6/2026 Crescent Grove Advisors, LLC Mar 2026 $1.0B 304 EDGAR ↗
5/6/2026 Euro Pacific Asset Management, LLC Mar 2026 $1.0B 96 EDGAR ↗
5/6/2026 Leuthold Group, Llc Mar 2026 $939M 211 EDGAR ↗
5/6/2026 Private Wealth Asset Management, LLC Mar 2026 $935M 923 EDGAR ↗
5/6/2026 Prime Capital Management Co Ltd Mar 2026 $891M 7 EDGAR ↗
Page 100 of 507  ·  10,139 filings
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