Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 5/15/2026 | Studio Investment Management Llc | Mar 2026 | $554.6B | 184 | EDGAR ↗ |
| 5/15/2026 | Barclays Plc | Mar 2026 | $416.3B | 12,241 | EDGAR ↗ |
| 5/15/2026 | Arrowroot Family Office, LLC | Mar 2026 | $302.5B | 156 | EDGAR ↗ |
| 5/15/2026 | S Squared Technology, Llc | Mar 2026 | $264.2B | 35 | EDGAR ↗ |
| 5/15/2026 | Berkshire Hathaway | Mar 2026 | $263.1B | 90 | — |
| 5/15/2026 | Zeno Equity Partners LLP | Mar 2026 | $246.4B | 13 | EDGAR ↗ |
| 5/15/2026 | Millennium Management | Mar 2026 | $240.3B | 5,624 | — |
| 5/15/2026 | Aqr Capital Management Llc | Mar 2026 | $218.4B | 20,832 | EDGAR ↗ |
| 5/15/2026 | Tudor Financial Inc. | Mar 2026 | $195.6B | 139 | EDGAR ↗ |
| 5/15/2026 | Nikulski Financial, Inc. | Mar 2026 | $181.9B | 32 | EDGAR ↗ |
| 5/15/2026 | Vermillion & White Wealth Management Group, LLC | Mar 2026 | $173.6B | 66 | EDGAR ↗ |
| 5/15/2026 | D.E. Shaw & Co | Mar 2026 | $166.3B | 5,804 | — |
| 5/15/2026 | Victory Capital Management Inc | Mar 2026 | $156.1B | 2,565 | EDGAR ↗ |
| 5/15/2026 | Synergy Financial Group, LTD | Mar 2026 | $133.1B | 123 | EDGAR ↗ |
| 5/15/2026 | Two Sigma Investments, Lp | Mar 2026 | $123.9B | 4,546 | EDGAR ↗ |
| 5/15/2026 | Anabranch Capital Management, LP | Mar 2026 | $114.9B | 5 | EDGAR ↗ |
| 5/15/2026 | Anabranch Capital Management, LP | Mar 2026 | $114.9B | 5 | EDGAR ↗ |
| 5/15/2026 | Marshall Wace, Llp | Mar 2026 | $100.4B | 6,623 | EDGAR ↗ |
| 5/15/2026 | Qube Research & Technologies Ltd | Mar 2026 | $89.9B | 3,481 | EDGAR ↗ |
| 5/15/2026 | Focus Partners Wealth | Mar 2026 | $89.9B | 2,644 | EDGAR ↗ |