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Portfolio (Quarterly) Guide ↗
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Page 156 of 507  ·  10,135 filings
← Prev 1… 154 155 156 157 158 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/22/2026 Crew Capital Management, Ltd Mar 2026 $151M 109 EDGAR ↗
4/22/2026 Stolz & Associates, Ps Mar 2026 $143M 30 EDGAR ↗
4/22/2026 Morey & Quinn Wealth Partners, LLC Mar 2026 $141M 136 EDGAR ↗
4/22/2026 AGH Wealth Advisors, LLC Mar 2026 $136M 185 EDGAR ↗
4/22/2026 Madrid Wealth Management, LLC Mar 2026 $133M 70 EDGAR ↗
4/22/2026 Nicholson Meyer Capital Management, Inc. Mar 2026 $130M 43 EDGAR ↗
4/22/2026 Madison Park Capital Advisors, LLC Mar 2026 $127M 62 EDGAR ↗
4/22/2026 Brandywine Asset Management, Inc. Mar 2026 $126M 14 EDGAR ↗
4/22/2026 Clarity Wealth Development LLC Mar 2026 $123M 44 EDGAR ↗
4/22/2026 CrossGen Wealth, LLC Mar 2026 $114M 200 EDGAR ↗
4/22/2026 Decision Investments, Inc Mar 2026 $88M 140 EDGAR ↗
4/22/2026 Englebert Financial Advisers, LLC Mar 2026 $88M 55 EDGAR ↗
4/22/2026 Ampfield Management, L.P. Mar 2026 $81M 5 EDGAR ↗
4/22/2026 Vinland Capital Management Gestora de Recursos LTDA. Mar 2026 $50M 47 EDGAR ↗
4/22/2026 Navigation Wealth Management, Inc. Mar 2026 $28M 32 EDGAR ↗
4/21/2026 Robeco Institutional Asset Management B.V. Mar 2026 $70.2B 842 EDGAR ↗
4/21/2026 Wasatch Advisors Lp Mar 2026 $15.1B 213 EDGAR ↗
4/21/2026 Mesirow Financial Investment Management, Inc. Mar 2026 $6.2B 517 EDGAR ↗
4/21/2026 Donor Advised Charitable Giving, Inc. Mar 2026 $3.9B 32 EDGAR ↗
4/21/2026 Grimes & Co Wealth Management, Llc Mar 2026 $3.6B 588 EDGAR ↗
Page 156 of 507  ·  10,135 filings
← Prev 1… 154 155 156 157 158 …507 Next →