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Portfolio (Quarterly) Guide ↗
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Page 325 of 507  ·  10,135 filings
← Prev 1… 323 324 325 326 327 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
2/6/2026 Rps Advisory Solutions Llc Dec 2025 $212M — EDGAR ↗
2/6/2026 Paul R. Ried Financial Group, LLC Dec 2025 $212M 41 EDGAR ↗
2/6/2026 Forefront Wealth Partners, LLC Dec 2025 $211M — EDGAR ↗
2/6/2026 Cadence Wealth Management LLC Dec 2025 $207M — EDGAR ↗
2/6/2026 University Of Chicago Dec 2025 $207M 12 EDGAR ↗
2/6/2026 Mitsubishi UFJ Asset Management (UK) Ltd. Dec 2025 $205M 83 EDGAR ↗
2/6/2026 Plan A Wealth LLC Dec 2025 $204M 173 EDGAR ↗
2/6/2026 Trustees Of The University Of Pennsylvania Dec 2025 $204M — EDGAR ↗
2/6/2026 L.K. Benson & Company, P.C. Dec 2025 $199M — EDGAR ↗
2/6/2026 Evergreen Wealth Management, LLC Dec 2025 $199M 54 EDGAR ↗
2/6/2026 PKO BP BANKOWY Universal Pension Society JSC Dec 2025 $198M 13 EDGAR ↗
2/6/2026 Wisconsin Capital Management Llc Dec 2025 $198M — EDGAR ↗
2/6/2026 Granite FO LLC Dec 2025 $187M — EDGAR ↗
2/6/2026 Stonebridge Advisors Llc Dec 2025 $183M 5 EDGAR ↗
2/6/2026 Midwest Financial Partners Investments, Inc. Dec 2025 $180M — EDGAR ↗
2/6/2026 Echo45 Advisors LLC Dec 2025 $175M 74 EDGAR ↗
2/6/2026 Seros Financial, LLC Dec 2025 $170M — EDGAR ↗
2/6/2026 Daviman Financial, LLC Dec 2025 $170M — EDGAR ↗
2/6/2026 Taylor Financial Group, Inc. Dec 2025 $170M — EDGAR ↗
2/6/2026 Bluegrass Capital Partners LP Dec 2025 $167M — EDGAR ↗
Page 325 of 507  ·  10,135 filings
← Prev 1… 323 324 325 326 327 …507 Next →