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Portfolio (Quarterly) Guide ↗
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Page 104 of 507  ·  10,139 filings
← Prev 1… 102 103 104 105 106 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Kingstone Capital Partners Texas, LLC Mar 2026 $162M 57 EDGAR ↗
5/6/2026 Cornerstone Financial Group, LLC /NE/ Mar 2026 $156M 73 EDGAR ↗
5/6/2026 BML Capital Management, LLC Mar 2026 $156M 16 EDGAR ↗
5/6/2026 White & Co Financial Planning Inc Mar 2026 $142M 20 EDGAR ↗
5/6/2026 Saber Capital Managment, LLC Mar 2026 $135M 34 EDGAR ↗
5/6/2026 Shepherd Wealth Management Ltd Liability Co Mar 2026 $134M 52 EDGAR ↗
5/6/2026 Forty-three Eighteen Advisors, LLC Mar 2026 $133M 75 EDGAR ↗
5/6/2026 Quest 10 Wealth Builders, Inc. Mar 2026 $114M 797 EDGAR ↗
5/6/2026 Kitching Partners, Llc Mar 2026 $109M 45 EDGAR ↗
5/6/2026 Palladiem, Llc Mar 2026 $105M 166 EDGAR ↗
5/6/2026 Fiscal Wisdom Wealth Management, LLC Mar 2026 $104M 90 EDGAR ↗
5/6/2026 Watershed Asset Management, L.L.C. Mar 2026 $96M 118 EDGAR ↗
5/6/2026 Aflac Inc Mar 2026 $95M 4 EDGAR ↗
5/6/2026 Sherry Group, Inc. Mar 2026 $92M 42 EDGAR ↗
5/5/2026 UBS Group AG Mar 2026 $666.3B 22,771 EDGAR ↗
5/5/2026 Bank of New York Mellon Corp Mar 2026 $543.9B 33,728 EDGAR ↗
5/5/2026 Allspring Global Investments Holdings, LLC Mar 2026 $59.7B 3,465 EDGAR ↗
5/5/2026 State of New Jersey Common Pension Fund D Mar 2026 $25.9B 1,549 EDGAR ↗
5/5/2026 Varma Mutual Pension Insurance Co Mar 2026 $17.0B 319 EDGAR ↗
5/5/2026 Regions Financial Corp Mar 2026 $15.4B 1,039 EDGAR ↗
Page 104 of 507  ·  10,139 filings
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