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Portfolio (Quarterly) Guide ↗
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Page 347 of 507  ·  10,135 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/2/2026 Robertson Stephens Wealth Management, LLC Dec 2025 $3.8B 654 EDGAR ↗
2/2/2026 Intact Investment Management Inc. Dec 2025 $3.5B 313 EDGAR ↗
2/2/2026 Van Berkom & Associates Inc. Dec 2025 $3.5B 68 EDGAR ↗
2/2/2026 CX Institutional Dec 2025 $3.4B 1,517 EDGAR ↗
2/2/2026 Avidian Wealth Enterprises, LLC Dec 2025 $2.7B 576 EDGAR ↗
2/2/2026 Balentine LLC Dec 2025 $2.6B 224 EDGAR ↗
2/2/2026 Pittenger & Anderson Inc Dec 2025 $2.6B 508 EDGAR ↗
2/2/2026 Seizert Capital Partners, Llc Dec 2025 $2.4B 178 EDGAR ↗
2/2/2026 Bpifrance SA Dec 2025 $2.4B 2 EDGAR ↗
2/2/2026 GenTrust, LLC Dec 2025 $2.3B 281 EDGAR ↗
2/2/2026 Equitable Trust Co Dec 2025 $2.2B 698 EDGAR ↗
2/2/2026 Montag A & Associates Inc Dec 2025 $2.2B 950 EDGAR ↗
2/2/2026 Reynders McVeigh Capital Management, LLC Dec 2025 $2.1B 198 EDGAR ↗
2/2/2026 Highland Capital Management, Llc Dec 2025 $2.0B 409 EDGAR ↗
2/2/2026 TCI Wealth Advisors, Inc. Dec 2025 $1.8B 252 EDGAR ↗
2/2/2026 GDS Wealth Management Dec 2025 $1.6B 188 EDGAR ↗
2/2/2026 Pinnacle Wealth Management Advisory Group, LLC Dec 2025 $1.5B 528 EDGAR ↗
2/2/2026 AlphaStar Capital Management, LLC Dec 2025 $1.4B 247 EDGAR ↗
2/2/2026 PKO Investment Management Joint-Stock Co Dec 2025 $1.3B 218 EDGAR ↗
2/2/2026 Kim, Llc Dec 2025 $1.2B 76 EDGAR ↗
Page 347 of 507  ·  10,135 filings
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