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Portfolio (Quarterly) Guide ↗
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Page 55 of 507  ·  10,121 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/14/2026 Corps Capital Advisors, LLC Mar 2026 $115M 96 EDGAR ↗
5/14/2026 SPWM Advisors LLC Mar 2026 $115M 93 EDGAR ↗
5/14/2026 Potomac Capital Management, Inc. Mar 2026 $115M 67 EDGAR ↗
5/14/2026 Arrowpoint Investment Partners (Singapore) Pte. Ltd. Mar 2026 $113M 82 EDGAR ↗
5/14/2026 Veradace Capital Management LLC Mar 2026 $112M 27 EDGAR ↗
5/14/2026 Jacobs Equity LLC Mar 2026 $112M 105 EDGAR ↗
5/14/2026 H Squared Management LP Mar 2026 $109M 14 EDGAR ↗
5/14/2026 Corient IA LLC Mar 2026 $106M 279 EDGAR ↗
5/14/2026 3 Factor Indexing, Llc Mar 2026 $106M 453 EDGAR ↗
5/14/2026 Littlejohn & Co Llc Mar 2026 $106M 18 EDGAR ↗
5/14/2026 Aldebaran Financial Inc. Mar 2026 $105M 76 EDGAR ↗
5/14/2026 Weaver C. Barksdale & Associates, Inc. Mar 2026 $105M 62 EDGAR ↗
5/14/2026 JHP Wealth Management, LLC Mar 2026 $105M 32 EDGAR ↗
5/14/2026 JHP Wealth Management, LLC Dec 2025 $103M — EDGAR ↗
5/14/2026 Redwood Family Wealth LLC Mar 2026 $102M 102 EDGAR ↗
5/14/2026 Marble Bar Asset Management LLP Mar 2026 $102M 30 EDGAR ↗
5/14/2026 E&R Wealth Management, LLC Mar 2026 $100M 12 EDGAR ↗
5/14/2026 Financial Network Wealth Advisors LLC Mar 2026 $98M 772 EDGAR ↗
5/14/2026 Broadhurst Jeffrey B Mar 2026 $98M 41 EDGAR ↗
5/14/2026 Ballast Financial Advisors LLC Mar 2026 $98M 68 EDGAR ↗
Page 55 of 507  ·  10,121 filings
← Prev 1… 53 54 55 56 57 …507 Next →