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Portfolio (Quarterly) Guide ↗
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Page 202 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
4/10/2026 Daytona Street Capital LLC Mar 2026 $130M 302 EDGAR ↗
4/10/2026 Kopion Asset Management, LLC Mar 2026 $129M 20 EDGAR ↗
4/10/2026 WLTH Capital Management, LLC Mar 2026 $128M 26 EDGAR ↗
4/10/2026 Cassilly Financial Group LLC Mar 2026 $115M 64 EDGAR ↗
4/10/2026 Cooke Wealth Management, LLC Mar 2026 $113M 37 EDGAR ↗
4/10/2026 Luma Capital S.A. - SPF Mar 2026 $104M 12 EDGAR ↗
4/10/2026 Putney Financial Group LLC Mar 2026 $99M 84 EDGAR ↗
4/10/2026 Boyer Financial Services, Inc. Mar 2026 $94M 44 EDGAR ↗
4/10/2026 Shelter Rock Management, LLC Mar 2026 $94M 35 EDGAR ↗
4/10/2026 Titiun Yejiel Dec 2025 $83M 58 EDGAR ↗
4/10/2026 Smh Capital Advisors Inc Mar 2026 $33M 38 EDGAR ↗
4/10/2026 Bass Sid R Dec 2025 $2M 1 EDGAR ↗
4/10/2026 Hartz Capital, Inc. Mar 2026 — 1 EDGAR ↗
4/9/2026 Cliftonlarsonallen Wealth Advisors, Llc Mar 2026 $6.8B 223 EDGAR ↗
4/9/2026 Avior Wealth Management, LLC Mar 2026 $3.5B 825 EDGAR ↗
4/9/2026 Zevenbergen Capital Investments Llc Mar 2026 $3.5B 182 EDGAR ↗
4/9/2026 Wedmont Private Capital Mar 2026 $3.1B 838 EDGAR ↗
4/9/2026 Acropolis Investment Management, LLC Mar 2026 $2.3B 384 EDGAR ↗
4/9/2026 TruWealth Advisors, LLC Mar 2026 $2.1B 182 EDGAR ↗
4/9/2026 Goelzer Investment Management, Inc. Mar 2026 $2.1B 297 EDGAR ↗
Page 202 of 507  ·  10,139 filings
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