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Portfolio (Quarterly) Guide ↗
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Page 441 of 507  ·  10,137 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/13/2026 PartnerRe Asset Management CORP Dec 2025 $139M 2 EDGAR ↗
1/13/2026 Lionshead Wealth Management, LLC Dec 2025 $133M 106 EDGAR ↗
1/13/2026 Geremia Financial Services, LLC Dec 2025 $121M 10 EDGAR ↗
1/13/2026 New Covenant Trust Company, N.A. Dec 2025 $111M 90 EDGAR ↗
1/13/2026 Ramsey Quantitative Systems Dec 2025 $110M 13 EDGAR ↗
1/13/2026 21 West Wealth Management LLC Dec 2025 $109M 62 EDGAR ↗
1/13/2026 Moulton Wealth Management, Inc Dec 2025 $106M 40 EDGAR ↗
1/13/2026 Alta Partners Management Company, L.P. Dec 2025 $104M 2 EDGAR ↗
1/13/2026 John W. Brooker & Co., CPAs Dec 2025 $56M 57 EDGAR ↗
1/13/2026 Hartz Capital, Inc. Dec 2025 1 EDGAR ↗
1/12/2026 E. Ohman J:or Asset Management AB Dec 2025 $4.3B EDGAR ↗
1/12/2026 Salem Investment Counselors Inc Dec 2025 $3.5B EDGAR ↗
1/12/2026 Foster Group, Inc. Dec 2025 $3.3B 300 EDGAR ↗
1/12/2026 Daymark Wealth Partners, Llc Dec 2025 $3.1B EDGAR ↗
1/12/2026 Focus Financial Network, Inc. Dec 2025 $2.9B EDGAR ↗
1/12/2026 First Merchants Corp Dec 2025 $2.7B EDGAR ↗
1/12/2026 Sax Wealth Advisors, Llc Dec 2025 $2.1B EDGAR ↗
1/12/2026 Traynor Capital Management, Inc. Dec 2025 $1.9B 366 EDGAR ↗
1/12/2026 Amplius Wealth Advisors, LLC Dec 2025 $1.2B EDGAR ↗
1/12/2026 ARS Wealth Advisors Group, LLC Dec 2025 $1.1B EDGAR ↗
Page 441 of 507  ·  10,137 filings