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Portfolio (Quarterly) Guide ↗
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Page 226 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/19/2026 Smith Asset Management Co., LLC Dec 2025 $121M — EDGAR ↗
2/19/2026 CrossGen Wealth, LLC Dec 2025 $114M — EDGAR ↗
2/19/2026 Torrey-Payne Wealth Management, LLC Dec 2025 $112M — EDGAR ↗
2/19/2026 Jacobs Equity LLC Dec 2025 $104M — EDGAR ↗
2/18/2026 Raymond James Financial Inc Dec 2025 $321.4B — EDGAR ↗
2/18/2026 Elliott Investment Management Dec 2025 $22.6B 34 —
2/18/2026 EP Wealth Advisors, LLC Dec 2025 $19.2B — EDGAR ↗
2/18/2026 Pinnacle Financial Partners, Inc. Dec 2025 $13.2B — EDGAR ↗
2/18/2026 Blue Sparrow, LLC /DE Dec 2025 $5.3B — EDGAR ↗
2/18/2026 Achmea Investment Management B.V. Dec 2025 $3.9B — EDGAR ↗
2/18/2026 Wealthspire Retirement, LLC Dec 2025 $1.6B — EDGAR ↗
2/18/2026 Stokes Family Office, LLC Dec 2025 $1.1B — EDGAR ↗
2/18/2026 Cahill Financial Advisors Inc Dec 2025 $914M — EDGAR ↗
2/18/2026 Wahed Invest LLC Dec 2025 $759M — EDGAR ↗
2/18/2026 Adventist Health System/ West Dec 2025 $595M — EDGAR ↗
2/18/2026 CacheTech Inc. Dec 2025 $540M — EDGAR ↗
2/18/2026 Greenstone Partners & Co., LLC Dec 2025 $514M — EDGAR ↗
2/18/2026 Global Frontier Investments LLC Dec 2025 $507M — EDGAR ↗
2/18/2026 Adams Wealth Management Dec 2025 $469M — EDGAR ↗
2/18/2026 Warther Private Wealth, LLC Dec 2025 $418M — EDGAR ↗
Page 226 of 507  ·  10,139 filings
← Prev 1… 224 225 226 227 228 …507 Next →