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Portfolio (Quarterly) Guide ↗
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Page 110 of 507  ·  10,137 filings
← Prev 1… 108 109 110 111 112 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/5/2026 Financial Concepts Unlimited, Inc. Mar 2026 $112M 44 EDGAR ↗
5/5/2026 Torrey-Payne Wealth Management, LLC Mar 2026 $109M 40 EDGAR ↗
5/5/2026 Sherman Asset Management, Inc. Mar 2026 $109M 154 EDGAR ↗
5/5/2026 Burkett Asset Management Ltd Mar 2026 $101M 61 EDGAR ↗
5/5/2026 Advisory Advocates, LLC Dec 2025 $101M 168 EDGAR ↗
5/5/2026 Entelevest, LLC Mar 2026 $100M 137 EDGAR ↗
5/5/2026 truNorth Financial Services, Inc. Mar 2026 $97M 49 EDGAR ↗
5/5/2026 Helios Capital Management Pte. Ltd Mar 2026 $95M 21 EDGAR ↗
5/5/2026 Good Harbor Advisors, Inc. Mar 2026 $92M 82 EDGAR ↗
5/5/2026 Wedgewood Investors Inc /Pa/ Mar 2026 $87M 99 EDGAR ↗
5/5/2026 Good Harbor Advisors, Inc. Dec 2025 $86M 72 EDGAR ↗
5/5/2026 FinDec Wealth Services, Inc. Mar 2026 $82M 30 EDGAR ↗
5/5/2026 Solutions 4 Wealth, Ltd Mar 2026 $66M 55 EDGAR ↗
5/5/2026 John A. Wolfe & Associates, Inc. Mar 2026 $65M 43 EDGAR ↗
5/5/2026 Bancreek Capital Management, LP Mar 2026 $23M 12 EDGAR ↗
5/5/2026 Price Capital Management, Inc. Mar 2026 $7M 2 EDGAR ↗
5/4/2026 Mirae Asset Global Investments Co., Ltd. Mar 2026 $299.3B 2,356 EDGAR ↗
5/4/2026 Tevis Investment Management Mar 2026 $175.6B 99 EDGAR ↗
5/4/2026 Coordinated Financial Services, Inc. Mar 2026 $173.3B 176 EDGAR ↗
5/4/2026 Savant Capital, LLC Mar 2026 $20.7B 1,500 EDGAR ↗
Page 110 of 507  ·  10,137 filings
← Prev 1… 108 109 110 111 112 …507 Next →