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Portfolio (Quarterly) Guide ↗
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Page 101 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Ascent Wealth Partners, LLC Mar 2026 $860M 188 EDGAR ↗
5/6/2026 Fort Sheridan Advisors LLC Mar 2026 $828M 282 EDGAR ↗
5/6/2026 Dorsey Wright & Associates Mar 2026 $807M 158 EDGAR ↗
5/6/2026 John G Ullman & Associates Inc Mar 2026 $754M 174 EDGAR ↗
5/6/2026 Quadrant Private Wealth Management, LLC Mar 2026 $646M 282 EDGAR ↗
5/6/2026 Ritter Daniher Financial Advisory LLC / DE Mar 2026 $589M 592 EDGAR ↗
5/6/2026 Premier Financial Group Mar 2026 $587M 46 EDGAR ↗
5/6/2026 Goodman Financial Corp Mar 2026 $582M 77 EDGAR ↗
5/6/2026 High Ground Investment Management LLP Mar 2026 $539M 5 EDGAR ↗
5/6/2026 Westchester Capital Management, Inc. Mar 2026 $497M 45 EDGAR ↗
5/6/2026 BOCHK Asset Management Ltd Mar 2026 $483M 117 EDGAR ↗
5/6/2026 Frontier Asset Management, LLC Mar 2026 $477M 91 EDGAR ↗
5/6/2026 DecisionPoint Financial, LLC Mar 2026 $464M 692 EDGAR ↗
5/6/2026 Heartland Bank & Trust Co Mar 2026 $442M 350 EDGAR ↗
5/6/2026 Performa Ltd (US), LLC Mar 2026 $442M 47 EDGAR ↗
5/6/2026 NovaPoint Capital, LLC Mar 2026 $399M 79 EDGAR ↗
5/6/2026 Patriot Financial Partners GP II, L.P. Mar 2026 $388M 12 EDGAR ↗
5/6/2026 World Equity Group, Inc. Mar 2026 $386M 368 EDGAR ↗
5/6/2026 HWG Holdings LP Mar 2026 $385M 55 EDGAR ↗
5/6/2026 Muhlenkamp & Co Inc Mar 2026 $380M 29 EDGAR ↗
Page 101 of 507  ·  10,139 filings
← Prev 1… 99 100 101 102 103 …507 Next →