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Portfolio (Quarterly) Guide ↗
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Page 582 of 607  ·  12,132 filings
← Prev 1… 580 581 582 583 584 …607 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
1/15/2026 Infinity Wealth Counsel, LLC Dec 2025 $110M 62 EDGAR ↗
1/15/2026 Retireful, LLC Dec 2025 $80M 93 EDGAR ↗
1/15/2026 Vaughan Nelson Investment Management, L.P. Dec 2025 $10M 733 EDGAR ↗
1/14/2026 Stillwater Capital Advisors, LLC Dec 2025 $930M — EDGAR ↗
1/14/2026 Leonard Rickey Investment Advisors P.L.L.C. Dec 2025 $553M — EDGAR ↗
1/14/2026 Usa Financial Formulas Dec 2025 $550M — EDGAR ↗
1/14/2026 Advisors Management Group Inc /Adv Dec 2025 $550M — EDGAR ↗
1/14/2026 Kraft, Davis & Associates, LLC Dec 2025 $446M — EDGAR ↗
1/14/2026 Trustees of Dartmouth College Dec 2025 $393M — EDGAR ↗
1/14/2026 EdgeRock Capital LLC Dec 2025 $376M — EDGAR ↗
1/14/2026 Bonness Enterprises Inc Dec 2025 $290M — EDGAR ↗
1/14/2026 Amiral Gestion Dec 2025 $272M — EDGAR ↗
1/14/2026 Fluent Financial, LLC Dec 2025 $262M — EDGAR ↗
1/14/2026 Sander Capital Advisors Inc Dec 2025 $210M — EDGAR ↗
1/14/2026 Point Windward Advisors Inc. Dec 2025 $209M — EDGAR ↗
1/14/2026 Sterling Investment Advisors Llc /Adv Dec 2025 $207M — EDGAR ↗
1/14/2026 Enterprise Financial Services Corp Dec 2025 $197M — EDGAR ↗
1/14/2026 True Vision MN LLC Dec 2025 $197M — EDGAR ↗
1/14/2026 Kaufman Rossin Wealth, LLC Dec 2025 $192M — EDGAR ↗
1/14/2026 Aegis Wealth Management LLC Dec 2025 $177M — EDGAR ↗
Page 582 of 607  ·  12,132 filings
← Prev 1… 580 581 582 583 584 …607 Next →