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Portfolio (Quarterly) Guide ↗
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Page 480 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/7/2025 Pavion Blue Capital, LLC Sep 2025 $235M — EDGAR ↗
11/7/2025 Cherokee Insurance Co Sep 2025 $233M — EDGAR ↗
11/7/2025 MRA Advisory Group Sep 2025 $229M — EDGAR ↗
11/7/2025 Riverstone Advisors, LLC Sep 2025 $204M — EDGAR ↗
11/7/2025 Brooktree Capital Management Sep 2025 $157M — EDGAR ↗
11/7/2025 Four Tree Island Advisory LLC Sep 2025 $157M — EDGAR ↗
11/7/2025 Alpha Financial Partners, LLC Sep 2025 $154M — EDGAR ↗
11/7/2025 Valpey Financial Services, LLC Sep 2025 $153M — EDGAR ↗
11/7/2025 Wernau Asset Management Inc. Sep 2025 $147M — EDGAR ↗
11/7/2025 Brightwater Advisory LLC Sep 2025 $146M — EDGAR ↗
11/7/2025 Turn8 Private Wealth Inc. Sep 2025 $139M — EDGAR ↗
11/7/2025 Benningfield Financial Advisors, Llc Sep 2025 $127M — EDGAR ↗
11/7/2025 Account Management Llc Sep 2025 $94M — EDGAR ↗
11/7/2025 Alta Partners Management Company, L.P. Sep 2025 $60M — EDGAR ↗
11/6/2025 Assetmark, Inc Sep 2025 $46.6B — EDGAR ↗
11/6/2025 Wealthfront Advisers LLC Sep 2025 $42.6B — EDGAR ↗
11/6/2025 Candriam S.C.A. Sep 2025 $19.1B — EDGAR ↗
11/6/2025 Impax Asset Management Group plc Sep 2025 $17.1B — EDGAR ↗
11/6/2025 Oppenheimer Asset Management Inc. Sep 2025 $9.1B — EDGAR ↗
11/6/2025 Madison Asset Management, LLC Sep 2025 $9.1B — EDGAR ↗
Page 480 of 507  ·  10,139 filings
← Prev 1… 478 479 480 481 482 …507 Next →