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Portfolio (Quarterly) Guide ↗
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Page 175 of 507  ·  10,135 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
4/16/2026 Park National Corp /Oh/ Mar 2026 $3.3B 605 EDGAR ↗
4/16/2026 Focused Investors LLC Mar 2026 $3.1B 22 EDGAR ↗
4/16/2026 First Merchants Corp Mar 2026 $2.6B 501 EDGAR ↗
4/16/2026 Rockland Trust Co Mar 2026 $2.5B 537 EDGAR ↗
4/16/2026 Elser Financial Planning, Inc Mar 2026 $2.1B 132 EDGAR ↗
4/16/2026 Generate Investment Management Ltd Mar 2026 $2.0B 92 EDGAR ↗
4/16/2026 Smith Salley Wealth Management Mar 2026 $2.0B 267 EDGAR ↗
4/16/2026 ARS Investment Partners, LLC Mar 2026 $1.9B 182 EDGAR ↗
4/16/2026 Evolve Private Wealth, Llc Mar 2026 $1.9B 994 EDGAR ↗
4/16/2026 Ocean Park Asset Management, LLC Mar 2026 $1.7B 56 EDGAR ↗
4/16/2026 Beese Fulmer Investment Management, Inc. Mar 2026 $1.6B 435 EDGAR ↗
4/16/2026 Howard Capital Management Group, LLC Mar 2026 $1.5B 144 EDGAR ↗
4/16/2026 Uhlmann Price Securities, Llc Mar 2026 $1.5B 254 EDGAR ↗
4/16/2026 Phillips Financial Management, Llc Mar 2026 $1.4B 283 EDGAR ↗
4/16/2026 Heck Capital Advisors, LLC Mar 2026 $1.3B 202 EDGAR ↗
4/16/2026 Triad Wealth Partners, LLC Mar 2026 $1.3B 478 EDGAR ↗
4/16/2026 XML Financial, LLC Mar 2026 $1.2B 421 EDGAR ↗
4/16/2026 Campbell Newman Asset Management Inc Mar 2026 $1.2B 103 EDGAR ↗
4/16/2026 Petredis Investment Advisors Llc Mar 2026 $1.2B 108 EDGAR ↗
4/16/2026 Forbes J M & Co Llp Mar 2026 $1.2B 153 EDGAR ↗
Page 175 of 507  ·  10,135 filings