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Portfolio (Quarterly) Guide ↗
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Page 101 of 507  ·  10,136 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/6/2026 Munro Partners Mar 2026 $3.0B 59 EDGAR ↗
5/6/2026 Meridian Wealth Management, LLC Mar 2026 $2.8B 782 EDGAR ↗
5/6/2026 North Star Asset Management Inc Mar 2026 $2.3B 446 EDGAR ↗
5/6/2026 Angeles Wealth Management, Llc Mar 2026 $1.8B 524 EDGAR ↗
5/6/2026 Financiere des Professionnels - Fonds d'investissement inc. Mar 2026 $1.7B 428 EDGAR ↗
5/6/2026 Valley Wealth Managers, Inc. Mar 2026 $1.6B 504 EDGAR ↗
5/6/2026 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD Mar 2026 $1.5B 55 EDGAR ↗
5/6/2026 Avalon Trust Co Mar 2026 $1.5B 460 EDGAR ↗
5/6/2026 Amica Mutual Insurance Co Mar 2026 $1.2B 144 EDGAR ↗
5/6/2026 Crescent Grove Advisors, LLC Mar 2026 $1.0B 304 EDGAR ↗
5/6/2026 Euro Pacific Asset Management, LLC Mar 2026 $1.0B 96 EDGAR ↗
5/6/2026 Leuthold Group, Llc Mar 2026 $939M 211 EDGAR ↗
5/6/2026 Private Wealth Asset Management, LLC Mar 2026 $935M 923 EDGAR ↗
5/6/2026 Prime Capital Management Co Ltd Mar 2026 $891M 7 EDGAR ↗
5/6/2026 Ascent Wealth Partners, LLC Mar 2026 $860M 188 EDGAR ↗
5/6/2026 Fort Sheridan Advisors LLC Mar 2026 $828M 282 EDGAR ↗
5/6/2026 Dorsey Wright & Associates Mar 2026 $807M 158 EDGAR ↗
5/6/2026 John G Ullman & Associates Inc Mar 2026 $754M 174 EDGAR ↗
5/6/2026 Quadrant Private Wealth Management, LLC Mar 2026 $646M 282 EDGAR ↗
5/6/2026 Ritter Daniher Financial Advisory LLC / DE Mar 2026 $589M 592 EDGAR ↗
Page 101 of 507  ·  10,136 filings
← Prev 1… 99 100 101 102 103 …507 Next →