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Portfolio (Quarterly) Guide ↗
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Page 153 of 507  ·  10,135 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/22/2026 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST Mar 2026 $8.1B 21 EDGAR ↗
4/22/2026 Pinnacle Associates Ltd Mar 2026 $7.8B 960 EDGAR ↗
4/22/2026 Apollon Wealth Management, LLC Mar 2026 $6.2B 1,404 EDGAR ↗
4/22/2026 Sterling Capital Management LLC Mar 2026 $5.3B 3,398 EDGAR ↗
4/22/2026 Constellation Investments, Inc. Mar 2026 $3.0B 19 EDGAR ↗
4/22/2026 Braun Stacey Associates Inc Mar 2026 $3.0B 112 EDGAR ↗
4/22/2026 Spire Wealth Management Mar 2026 $2.9B 2,413 EDGAR ↗
4/22/2026 PDS Planning, Inc Mar 2026 $1.5B 561 EDGAR ↗
4/22/2026 Norris Perne & French Llp/Mi Mar 2026 $1.5B 139 EDGAR ↗
4/22/2026 Caldwell Trust Co Mar 2026 $1.1B 858 EDGAR ↗
4/22/2026 Spirepoint Private Client, Llc Mar 2026 $1.1B 322 EDGAR ↗
4/22/2026 Sendero Wealth Management, LLC Mar 2026 $904M 321 EDGAR ↗
4/22/2026 Orange Investment Advisors, Inc. Mar 2026 $772M 145 EDGAR ↗
4/22/2026 Matauro, Llc Mar 2026 $692M 145 EDGAR ↗
4/22/2026 Princeton Global Asset Management LLC Mar 2026 $613M 829 EDGAR ↗
4/22/2026 Arcadia Investment Management Corp/Mi Mar 2026 $584M 367 EDGAR ↗
4/22/2026 McLean Asset Management Corp Mar 2026 $572M 165 EDGAR ↗
4/22/2026 Asset Allocation Strategies LLC Mar 2026 $563M 168 EDGAR ↗
4/22/2026 Stone House Investment Management, LLC Mar 2026 $558M 1,069 EDGAR ↗
4/22/2026 Chemung Canal Trust Co Mar 2026 $494M 203 EDGAR ↗
Page 153 of 507  ·  10,135 filings