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Portfolio (Quarterly) Guide ↗
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Page 424 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
1/16/2026 Bestgate Wealth Advisors, LLC Dec 2025 $57M 53 EDGAR ↗
1/16/2026 Longboard Asset Management, LP Dec 2025 $16M 71 EDGAR ↗
1/16/2026 SigFig Wealth Management, LLC Dec 2025 $3M 137 EDGAR ↗
1/16/2026 Crowley Wealth Management, Inc. Dec 2025 $1 — EDGAR ↗
1/15/2026 Allspring Global Investments Holdings, LLC Dec 2025 $61.7B 3,364 EDGAR ↗
1/15/2026 Retirement Systems of Alabama Dec 2025 $30.8B 943 EDGAR ↗
1/15/2026 PineStone Asset Management Inc. Dec 2025 $16.1B 43 EDGAR ↗
1/15/2026 WealthNavi Inc. Dec 2025 $11.3B 10 EDGAR ↗
1/15/2026 Brookstone Capital Management Dec 2025 $8.7B — EDGAR ↗
1/15/2026 Capital Advisors Inc/Ok Dec 2025 $6.2B 350 EDGAR ↗
1/15/2026 J. Safra Sarasin Holding AG Dec 2025 $6.1B 1,259 EDGAR ↗
1/15/2026 Zevenbergen Capital Investments Llc Dec 2025 $4.5B 179 EDGAR ↗
1/15/2026 Members Trust Co Dec 2025 $3.1B 248 EDGAR ↗
1/15/2026 Fifth Third Wealth Advisors LLC Dec 2025 $2.9B 789 EDGAR ↗
1/15/2026 James Hambro & Partners LLP Dec 2025 $2.8B 55 EDGAR ↗
1/15/2026 Rockland Trust Co Dec 2025 $2.5B — EDGAR ↗
1/15/2026 Ocean Park Asset Management, LLC Dec 2025 $2.1B — EDGAR ↗
1/15/2026 Foster & Motley Inc Dec 2025 $1.9B 387 EDGAR ↗
1/15/2026 Rebalance, Llc Dec 2025 $1.7B 106 EDGAR ↗
1/15/2026 Jaffetilchin Investment Partners, LLC Dec 2025 $1.7B — EDGAR ↗
Page 424 of 507  ·  10,136 filings
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