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Portfolio (Quarterly) Guide ↗
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Page 106 of 507  ·  10,139 filings
← Prev 1… 104 105 106 107 108 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/5/2026 CapWealth Advisors, LLC Mar 2026 $1.3B 118 EDGAR ↗
5/5/2026 Fusion Family Wealth, LLC Mar 2026 $1.3B 47 EDGAR ↗
5/5/2026 N.E.W. Advisory Services LLC Mar 2026 $1.3B 914 EDGAR ↗
5/5/2026 Mcdaniel Terry & Co Mar 2026 $1.2B 81 EDGAR ↗
5/5/2026 Marks Group Wealth Management, Inc Mar 2026 $1.0B 536 EDGAR ↗
5/5/2026 MASTERINVEST Kapitalanlage GmbH Mar 2026 $962M 292 EDGAR ↗
5/5/2026 Nan Fung Trinity (Hk) Ltd Mar 2026 $911M 62 EDGAR ↗
5/5/2026 Northcape Capital Pty Ltd Mar 2026 $867M 8 EDGAR ↗
5/5/2026 Legacy Advisors, LLC Mar 2026 $848M 279 EDGAR ↗
5/5/2026 Flaharty Asset Management, LLC Mar 2026 $806M 133 EDGAR ↗
5/5/2026 Soundwatch Capital LLC Mar 2026 $793M 47 EDGAR ↗
5/5/2026 Gilbert & Cook, Inc. Mar 2026 $774M 221 EDGAR ↗
5/5/2026 Rollins Financial Advisors, LLC Mar 2026 $632M 158 EDGAR ↗
5/5/2026 Almanack Investment Partners, LLC. Mar 2026 $592M 177 EDGAR ↗
5/5/2026 Winslow Asset Management Inc Mar 2026 $515M 80 EDGAR ↗
5/5/2026 Altrius Capital Management Inc Mar 2026 $503M 87 EDGAR ↗
5/5/2026 Ackerman Capital Advisors, LLC Mar 2026 $488M 115 EDGAR ↗
5/5/2026 Privium Fund Management B.V. Mar 2026 $480M 60 EDGAR ↗
5/5/2026 Aisling Capital Management LP Mar 2026 $476M 13 EDGAR ↗
5/5/2026 Mass General Brigham, Inc Mar 2026 $469M 6 EDGAR ↗
Page 106 of 507  ·  10,139 filings
← Prev 1… 104 105 106 107 108 …507 Next →