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Portfolio (Quarterly) Guide ↗
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Page 308 of 507  ·  10,132 filings
← Prev 1… 306 307 308 309 310 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Eurizon SLJ Capital Ltd Dec 2025 $252M — EDGAR ↗
2/10/2026 Nvest Financial, LLC Dec 2025 $241M 127 EDGAR ↗
2/10/2026 Alfreton Capital LLP Dec 2025 $238M — EDGAR ↗
2/10/2026 Keyvantage Wealth, Llc Dec 2025 $234M — EDGAR ↗
2/10/2026 Beaton Management Co. Inc. Dec 2025 $227M — EDGAR ↗
2/10/2026 Mccarter Private Wealth Services Llc Dec 2025 $222M — EDGAR ↗
2/10/2026 Brentview Investment Management LLC Dec 2025 $221M 66 EDGAR ↗
2/10/2026 Jackson Hill Advisors, Llc Dec 2025 $216M — EDGAR ↗
2/10/2026 Guinness Atkinson Asset Management Inc Dec 2025 $212M 123 EDGAR ↗
2/10/2026 Bantamac Capital, Llc Dec 2025 $207M — EDGAR ↗
2/10/2026 BlackDiamond Wealth Management, LLC Dec 2025 $205M 200 EDGAR ↗
2/10/2026 Henderson Brothers Financial Partners, LLC Mar 2025 $200M — EDGAR ↗
2/10/2026 Corrado Advisors, Llc Dec 2025 $199M — EDGAR ↗
2/10/2026 Spectrum Planning & Advisory Services Inc. Dec 2025 $194M — EDGAR ↗
2/10/2026 Novak & Powell Financial Services, Inc. Dec 2025 $192M — EDGAR ↗
2/10/2026 Patrick Mauro Investment Advisor, INC. Dec 2025 $191M — EDGAR ↗
2/10/2026 MB Generational Wealth, LLC Dec 2025 $189M — EDGAR ↗
2/10/2026 Fortis Advisors, LLC Dec 2025 $184M — EDGAR ↗
2/10/2026 Frederick Financial Consultants, LLC Dec 2025 $183M — EDGAR ↗
2/10/2026 Fpc Investment Advisory, Inc. Dec 2025 $183M — EDGAR ↗
Page 308 of 507  ·  10,132 filings
← Prev 1… 306 307 308 309 310 …507 Next →