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Portfolio (Quarterly) Guide ↗
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Page 289 of 507  ·  10,132 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/12/2026 Trace Wealth Advisors, LLC Dec 2025 $138M — EDGAR ↗
2/12/2026 Oder Investment Management, LLC Dec 2025 $138M — EDGAR ↗
2/12/2026 Collier Financial Dec 2025 $133M — EDGAR ↗
2/12/2026 Somerset Group LLC Dec 2025 $133M — EDGAR ↗
2/12/2026 Atlantic Family Wealth, Llc Dec 2025 $132M — EDGAR ↗
2/12/2026 Virtus Fixed Income Advisers, LLC Dec 2025 $132M 24 EDGAR ↗
2/12/2026 VUB Generali dochodkova spravcovska spolocnost, a.s. Dec 2025 $131M — EDGAR ↗
2/12/2026 Pcg Asset Management, Llc Dec 2025 $125M 78 EDGAR ↗
2/12/2026 Orvieto Partners, L.P. Dec 2025 $124M — EDGAR ↗
2/12/2026 Cruiser Capital Advisors, LLC Dec 2025 $118M — EDGAR ↗
2/12/2026 Point Break Capital Management, LLC Dec 2025 $117M — EDGAR ↗
2/12/2026 Axon Capital Lp Dec 2025 $117M — EDGAR ↗
2/12/2026 KDK Private Wealth Management, LLC Dec 2025 $115M 72 EDGAR ↗
2/12/2026 Advocate Investing Services LLC Dec 2025 $112M 450 EDGAR ↗
2/12/2026 Ruggiero Investments, Inc. Dec 2025 $111M 79 EDGAR ↗
2/12/2026 Lane Generational LLC Dec 2025 $110M — EDGAR ↗
2/12/2026 Hardworking Capital Advisors, LLC Dec 2025 $110M 84 EDGAR ↗
2/12/2026 Graetz Wealth LLC Dec 2025 $110M — EDGAR ↗
2/12/2026 Toronado Partners, LLC Dec 2025 $105M — EDGAR ↗
2/12/2026 Elevation Wealth Management LLC Dec 2025 $104M 255 EDGAR ↗
Page 289 of 507  ·  10,132 filings
← Prev 1… 287 288 289 290 291 …507 Next →