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Portfolio (Quarterly) Guide ↗
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Page 371 of 507  ·  10,137 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/29/2026 Children's Medical Center Corp Dec 2025 $89M 1 EDGAR ↗
1/29/2026 Wise Wealth Partners Dec 2025 $70M 50 EDGAR ↗
1/29/2026 Navigation Wealth Management, Inc. Dec 2025 $67M 33 EDGAR ↗
1/29/2026 New Jersey Better Educational Savings Trust Dec 2025 $59M EDGAR ↗
1/29/2026 Arlington Partners LLC Dec 2025 $14M EDGAR ↗
1/29/2026 Spurstone Advisory Services, LLC Dec 2025 $6M EDGAR ↗
1/29/2026 New Century Financial Group, LLC Dec 2025 $1 1 EDGAR ↗
1/28/2026 Universal- Beteiligungs- und Servicegesellschaft mbH Dec 2025 $61.6B EDGAR ↗
1/28/2026 Teacher Retirement System Of Texas Dec 2025 $28.9B EDGAR ↗
1/28/2026 Arizona State Retirement System Dec 2025 $18.4B EDGAR ↗
1/28/2026 Boston Trust Walden Corp Dec 2025 $13.2B EDGAR ↗
1/28/2026 Migdal Insurance & Financial Holdings Ltd. Dec 2025 $11.6B EDGAR ↗
1/28/2026 Alphinity Investment Management Pty Ltd Dec 2025 $9.9B EDGAR ↗
1/28/2026 Rothschild & Co Wealth Management UK Ltd Dec 2025 $6.4B EDGAR ↗
1/28/2026 Caprock Group, LLC Dec 2025 $4.7B EDGAR ↗
1/28/2026 Geneos Wealth Management Inc. Dec 2025 $4.1B EDGAR ↗
1/28/2026 Peregrine Capital Management Llc Dec 2025 $3.3B EDGAR ↗
1/28/2026 Diversified Enterprises, LLC Dec 2025 $1.7B EDGAR ↗
1/28/2026 N.E.W. Advisory Services LLC Dec 2025 $1.4B EDGAR ↗
1/28/2026 United Asset Strategies, Inc. Dec 2025 $1.3B EDGAR ↗
Page 371 of 507  ·  10,137 filings