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Page 473 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
11/12/2025 Rational Advisors, Inc. Sep 2025 $1.0B — EDGAR ↗
11/12/2025 Technology Crossover Management XI, Ltd. Sep 2025 $977M — EDGAR ↗
11/12/2025 Strategies Wealth Advisors, LLC Sep 2025 $962M — EDGAR ↗
11/12/2025 Great Lakes Retirement, Inc. Sep 2025 $916M — EDGAR ↗
11/12/2025 Gryphon Financial Partners LLC Sep 2025 $877M — EDGAR ↗
11/12/2025 BlueStem Wealth Partners, LLC Sep 2025 $873M — EDGAR ↗
11/12/2025 Keystone Investors Pte Ltd Sep 2025 $865M — EDGAR ↗
11/12/2025 Phocas Financial Corp. Sep 2025 $771M — EDGAR ↗
11/12/2025 Silverarc Capital Management, Llc Sep 2025 $742M — EDGAR ↗
11/12/2025 United Capital Management of KS, Inc. Sep 2025 $735M — EDGAR ↗
11/12/2025 Blue Edge Capital, LLC Sep 2025 $704M — EDGAR ↗
11/12/2025 J.P. Marvel Investment Advisors, LLC Sep 2025 $688M — EDGAR ↗
11/12/2025 Act Two Investors LLC Sep 2025 $564M — EDGAR ↗
11/12/2025 Virtus Wealth Solutions LLC Sep 2025 $520M — EDGAR ↗
11/12/2025 PKS Advisory Services, LLC Sep 2025 $479M — EDGAR ↗
11/12/2025 Technology Crossover Management VIII, Ltd. Sep 2025 $452M — EDGAR ↗
11/12/2025 Headwater Capital Co Ltd Sep 2025 $409M — EDGAR ↗
11/12/2025 BCGM Wealth Management, LLC Sep 2025 $384M — EDGAR ↗
11/12/2025 Kaleidoscope Capital Lp Sep 2025 $350M — EDGAR ↗
11/12/2025 Mcdonald Partners Llc Sep 2025 $335M — EDGAR ↗
Page 473 of 506  ·  10,114 filings
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