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Portfolio (Quarterly) Guide ↗
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Page 305 of 507  ·  10,139 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
2/10/2026 Heritage Trust Co Dec 2025 $983M — EDGAR ↗
2/10/2026 Rational Advisors, Inc. Dec 2025 $976M 229 EDGAR ↗
2/10/2026 Shenkman Capital Management Inc Dec 2025 $948M — EDGAR ↗
2/10/2026 Private Wealth Asset Management, LLC Dec 2025 $919M — EDGAR ↗
2/10/2026 LVZ, Inc. Dec 2025 $894M 169 EDGAR ↗
2/10/2026 Goldstein Advisors, LLC Dec 2025 $878M — EDGAR ↗
2/10/2026 Periscope Capital Inc. Dec 2025 $874M 348 EDGAR ↗
2/10/2026 Fiducient Advisors Llc Dec 2025 $807M — EDGAR ↗
2/10/2026 Fort Sheridan Advisors LLC Dec 2025 $787M — EDGAR ↗
2/10/2026 Impact Partnership Wealth, LLC Dec 2025 $780M — EDGAR ↗
2/10/2026 Parr Mcknight Wealth Management Group, Llc Dec 2025 $763M — EDGAR ↗
2/10/2026 George Kaiser Family Foundation Dec 2025 $747M — EDGAR ↗
2/10/2026 Parkway Wealth Management Group, LLC Dec 2025 $745M — EDGAR ↗
2/10/2026 Rovida Investment Management Ltd Dec 2025 $735M 17 EDGAR ↗
2/10/2026 Thames Capital Management Llc Dec 2025 $688M 48 EDGAR ↗
2/10/2026 Dumac, Inc. Dec 2025 $651M — EDGAR ↗
2/10/2026 Soundwatch Capital LLC Dec 2025 $645M 48 EDGAR ↗
2/10/2026 Strategic Advisors LLC Dec 2025 $638M 180 EDGAR ↗
2/10/2026 American Money Management, LLC Dec 2025 $636M 166 EDGAR ↗
2/10/2026 Arcadia Investment Management Corp/Mi Dec 2025 $616M — EDGAR ↗
Page 305 of 507  ·  10,139 filings
← Prev 1… 303 304 305 306 307 …507 Next →