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Page 106 of 507  ·  10,136 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/5/2026 Flputnam Investment Management Co Mar 2026 $6.7B 569 EDGAR ↗
5/5/2026 Howard Capital Management Inc. Mar 2026 $6.1B 332 EDGAR ↗
5/5/2026 Crestwood Advisors Group, LLC Mar 2026 $5.9B 869 EDGAR ↗
5/5/2026 Local Pensions Partnership Investment Ltd Mar 2026 $4.6B 32 EDGAR ↗
5/5/2026 Geneos Wealth Management Inc. Mar 2026 $4.3B 2,465 EDGAR ↗
5/5/2026 SteelPeak Wealth, LLC Mar 2026 $3.3B 575 EDGAR ↗
5/5/2026 SouthState Bank Corp Mar 2026 $2.1B 1,853 EDGAR ↗
5/5/2026 Goehring & Rozencwajg Associates, LLC Mar 2026 $1.9B 43 EDGAR ↗
5/5/2026 Willis Investment Counsel Mar 2026 $1.8B 123 EDGAR ↗
5/5/2026 Greenspring Advisors, LLC Mar 2026 $1.6B 318 EDGAR ↗
5/5/2026 Woodmont Investment Counsel Llc Mar 2026 $1.6B 263 EDGAR ↗
5/5/2026 Plato Investment Management Ltd Mar 2026 $1.5B 516 EDGAR ↗
5/5/2026 Clear Harbor Asset Management, LLC Mar 2026 $1.4B 450 EDGAR ↗
5/5/2026 Smith, Moore & Co. Mar 2026 $1.4B 558 EDGAR ↗
5/5/2026 CapWealth Advisors, LLC Mar 2026 $1.3B 118 EDGAR ↗
5/5/2026 Fusion Family Wealth, LLC Mar 2026 $1.3B 47 EDGAR ↗
5/5/2026 N.E.W. Advisory Services LLC Mar 2026 $1.3B 914 EDGAR ↗
5/5/2026 Mcdaniel Terry & Co Mar 2026 $1.2B 81 EDGAR ↗
5/5/2026 Marks Group Wealth Management, Inc Mar 2026 $1.0B 536 EDGAR ↗
5/5/2026 MASTERINVEST Kapitalanlage GmbH Mar 2026 $962M 292 EDGAR ↗
Page 106 of 507  ·  10,136 filings