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Portfolio (Quarterly) Guide ↗
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Page 313 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/9/2026 Coldstream Capital Management Inc Dec 2025 $7.8B — EDGAR ↗
2/9/2026 Kingsview Wealth Management, LLC Dec 2025 $6.9B — EDGAR ↗
2/9/2026 Flputnam Investment Management Co Dec 2025 $6.9B — EDGAR ↗
2/9/2026 AIA Group Ltd Dec 2025 $6.7B — EDGAR ↗
2/9/2026 Mondrian Investment Partners LTD Dec 2025 $6.1B — EDGAR ↗
2/9/2026 Freemont Capital Pte Ltd Dec 2025 $4.5B — EDGAR ↗
2/9/2026 Systematic Financial Management Lp Dec 2025 $4.2B — EDGAR ↗
2/9/2026 RPOA Advisors, Inc. Dec 2025 $3.9B — EDGAR ↗
2/9/2026 Troy Asset Management Ltd Dec 2025 $3.9B — EDGAR ↗
2/9/2026 Lincoln National Corp Dec 2025 $3.4B — EDGAR ↗
2/9/2026 Fideuram - Intesa Sanpaolo Private Banking S.P.A. Dec 2025 $2.8B 435 EDGAR ↗
2/9/2026 CBIZ Investment Advisory Services, LLC Dec 2025 $2.6B — EDGAR ↗
2/9/2026 North Star Asset Management Inc Dec 2025 $2.5B — EDGAR ↗
2/9/2026 Strategic Financial Services, Inc. Dec 2025 $2.2B — EDGAR ↗
2/9/2026 Smith Chas P & Associates Pa Cpas Dec 2025 $1.9B — EDGAR ↗
2/9/2026 AlphaQuest LLC Dec 2025 $1.8B — EDGAR ↗
2/9/2026 Knights of Columbus Asset Advisors LLC Dec 2025 $1.8B — EDGAR ↗
2/9/2026 Morningstar Investment Management LLC Dec 2025 $1.7B — EDGAR ↗
2/9/2026 Avalon Trust Co Dec 2025 $1.5B — EDGAR ↗
2/9/2026 Clearwater Capital Advisors, LLC Dec 2025 $1.2B — EDGAR ↗
Page 313 of 507  ·  10,135 filings
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