Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 4/21/2026 | Wesbanco Bank Inc | Mar 2026 | $3.6B | 1,320 | EDGAR ↗ |
| 4/21/2026 | Wedbush Securities Inc | Mar 2026 | $3.4B | 1,237 | EDGAR ↗ |
| 4/21/2026 | Welch Group, LLC | Mar 2026 | $2.7B | 310 | EDGAR ↗ |
| 4/21/2026 | Obermeyer Wealth Partners | Mar 2026 | $2.2B | 299 | EDGAR ↗ |
| 4/21/2026 | Aaron Wealth Advisors LLC | Mar 2026 | $1.8B | 691 | EDGAR ↗ |
| 4/21/2026 | Falcon Wealth Planning | Mar 2026 | $1.5B | 236 | EDGAR ↗ |
| 4/21/2026 | Verus Financial Partners, Inc. | Mar 2026 | $1.1B | 121 | EDGAR ↗ |
| 4/21/2026 | Columbus Macro, LLC | Mar 2026 | $936M | 200 | EDGAR ↗ |
| 4/21/2026 | Tritonpoint Wealth, Llc | Mar 2026 | $934M | 268 | EDGAR ↗ |
| 4/21/2026 | Barlow Wealth Partners, Llc | Mar 2026 | $900M | 137 | EDGAR ↗ |
| 4/21/2026 | Foundation Resource Management Inc | Mar 2026 | $889M | 55 | EDGAR ↗ |
| 4/21/2026 | Capital Investment Counsel, Inc | Mar 2026 | $816M | 249 | EDGAR ↗ |
| 4/21/2026 | One Wealth Advisors, LLC | Mar 2026 | $803M | 304 | EDGAR ↗ |
| 4/21/2026 | McGlone Suttner Wealth Management, Inc. | Mar 2026 | $755M | 189 | EDGAR ↗ |
| 4/21/2026 | Cambient Family Office, Llc | Mar 2026 | $716M | 261 | EDGAR ↗ |
| 4/21/2026 | Chatham Capital Group, Inc. | Mar 2026 | $689M | 198 | EDGAR ↗ |
| 4/21/2026 | Corsair Capital Management, L.P. | Sep 2025 | $605M | 167 | EDGAR ↗ |
| 4/21/2026 | Huntleigh Advisors, Inc. | Mar 2026 | $585M | 282 | EDGAR ↗ |
| 4/21/2026 | Generali Powszechne Towarzystwo Emerytalne | Mar 2026 | $566M | 28 | EDGAR ↗ |
| 4/21/2026 | Trivium Point Advisory, LLC | Mar 2026 | $553M | 270 | EDGAR ↗ |