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Portfolio (Quarterly) Guide ↗
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Page 343 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/3/2026 Eclectic Associates Inc /Adv Dec 2025 $641M — EDGAR ↗
2/3/2026 Pier Capital, LLC Dec 2025 $626M — EDGAR ↗
2/3/2026 Drucker Wealth 3.0, LLC Dec 2025 $569M — EDGAR ↗
2/3/2026 Maxi Investments CY Ltd Dec 2025 $550M — EDGAR ↗
2/3/2026 Privium Fund Management B.V. Dec 2025 $543M — EDGAR ↗
2/3/2026 Encompass More Asset Management Dec 2025 $542M — EDGAR ↗
2/3/2026 RB Capital Management, LLC Dec 2025 $503M — EDGAR ↗
2/3/2026 Allegiance Financial Group Advisory Services LLC Dec 2025 $476M — EDGAR ↗
2/3/2026 Winch Advisory Services, LLC Dec 2025 $452M — EDGAR ↗
2/3/2026 Smith & Howard Wealth Management, LLC Dec 2025 $445M — EDGAR ↗
2/3/2026 Canal Insurance CO Dec 2025 $413M — EDGAR ↗
2/3/2026 D.B. Root & Company, LLC Dec 2025 $410M — EDGAR ↗
2/3/2026 Channel Wealth Llc Dec 2025 $395M — EDGAR ↗
2/3/2026 Wilson Asset Management (International) Pty Ltd Dec 2025 $390M — EDGAR ↗
2/3/2026 MPS Loria Financial Planners, LLC Dec 2025 $389M — EDGAR ↗
2/3/2026 Plan Group Financial, LLC Dec 2025 $385M — EDGAR ↗
2/3/2026 Ballast Advisors Llc Dec 2025 $363M — EDGAR ↗
2/3/2026 Matthew 25 Management Corp Dec 2025 $327M — EDGAR ↗
2/3/2026 Anfield Capital Management, LLC Dec 2025 $317M — EDGAR ↗
2/3/2026 Costello Asset Management, INC Dec 2025 $302M — EDGAR ↗
Page 343 of 507  ·  10,135 filings
← Prev 1… 341 342 343 344 345 …507 Next →