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Portfolio (Quarterly) Guide ↗
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Page 318 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/9/2026 Mann Financial Group, Inc. Dec 2025 $103M 31 EDGAR ↗
2/9/2026 Shelter Rock Management, LLC Dec 2025 $100M — EDGAR ↗
2/9/2026 Box Hill Private Wealth LLC Dec 2025 $99M — EDGAR ↗
2/9/2026 FinDec Wealth Services, Inc. Dec 2025 $93M — EDGAR ↗
2/9/2026 Expressive Wealth LLC Dec 2025 $93M — EDGAR ↗
2/9/2026 Goodwin Investment Advisory Dec 2025 $91M — EDGAR ↗
2/9/2026 Arrow Investment Advisors, LLC Dec 2025 $90M — EDGAR ↗
2/9/2026 Viola Ventures V.C. Management 4 Ltd. Dec 2025 $90M — EDGAR ↗
2/9/2026 Capital Management Associates /Ny/ Dec 2025 $68M — EDGAR ↗
2/9/2026 Solutions 4 Wealth, Ltd Dec 2025 $66M — EDGAR ↗
2/9/2026 Decas Capital LLC Dec 2025 $1 — EDGAR ↗
2/6/2026 HighTower Advisors, LLC Dec 2025 $91.4B 3,644 EDGAR ↗
2/6/2026 ProShare Advisors LLC Dec 2025 $56.7B 2,034 EDGAR ↗
2/6/2026 Newport Trust Company, LLC Dec 2025 $41.8B — EDGAR ↗
2/6/2026 Pzena Investment Management Llc Dec 2025 $33.4B — EDGAR ↗
2/6/2026 Handelsbanken Fonder AB Dec 2025 $33.1B — EDGAR ↗
2/6/2026 Axxcess Wealth Management, Llc Dec 2025 $25.9B 1,042 EDGAR ↗
2/6/2026 Resona Asset Management Co.,Ltd. Dec 2025 $20.8B 804 EDGAR ↗
2/6/2026 Diamond Hill Capital Management Inc Dec 2025 $19.5B 190 EDGAR ↗
2/6/2026 AMF Tjanstepension AB Dec 2025 $16.1B — EDGAR ↗
Page 318 of 507  ·  10,135 filings
← Prev 1… 316 317 318 319 320 …507 Next →