Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 5/13/2026 | Clear Wave Wealth Management Llc | Mar 2026 | $462.7B | 177 | EDGAR ↗ |
| 5/13/2026 | Franklin Resources Inc | Mar 2026 | $408.3B | 14,782 | EDGAR ↗ |
| 5/13/2026 | Bell & Brown Wealth Advisors, LLC | Dec 2025 | $310.7B | 71 | EDGAR ↗ |
| 5/13/2026 | Bank Of Montreal /Can/ | Mar 2026 | $268.5B | 13,875 | EDGAR ↗ |
| 5/13/2026 | Lunt Capital Management, Inc. | Mar 2026 | $260.5B | 97 | EDGAR ↗ |
| 5/13/2026 | Abbot Financial Management, Inc. | Mar 2026 | $235.4B | 138 | EDGAR ↗ |
| 5/13/2026 | Decatur Capital Management, Inc. | Mar 2026 | $218.6B | 33 | EDGAR ↗ |
| 5/13/2026 | J Hagan Capital, Inc. | Mar 2026 | $185.3B | 83 | EDGAR ↗ |
| 5/13/2026 | Caitlin John, LLC | Mar 2026 | $166.7B | 1,196 | EDGAR ↗ |
| 5/13/2026 | First Trust Advisors Lp | Mar 2026 | $140.0B | 2,882 | EDGAR ↗ |
| 5/13/2026 | State Farm Mutual Automobile Insurance Co | Mar 2026 | $126.9B | 197 | EDGAR ↗ |
| 5/13/2026 | Clearbridge Investments, LLC | Mar 2026 | $114.9B | 794 | EDGAR ↗ |
| 5/13/2026 | Sei Investments Co | Mar 2026 | $108.4B | 6,108 | EDGAR ↗ |
| 5/13/2026 | Nordea Investment Management Ab | Mar 2026 | $107.2B | 1,994 | EDGAR ↗ |
| 5/13/2026 | SVRN Asset Management, LLC | Mar 2026 | $103.3B | 37 | EDGAR ↗ |
| 5/13/2026 | Prudential Financial Inc | Mar 2026 | $81.2B | 3,576 | EDGAR ↗ |
| 5/13/2026 | Natixis Advisors, Llc | Mar 2026 | $71.9B | 2,085 | EDGAR ↗ |
| 5/13/2026 | Acadian Asset Management Llc | Mar 2026 | $70.5B | 2,011 | EDGAR ↗ |
| 5/13/2026 | Artisan Partners Limited Partnership | Mar 2026 | $62.3B | 334 | EDGAR ↗ |
| 5/13/2026 | Ensign Peak Advisors, Inc | Mar 2026 | $53.7B | 1,708 | EDGAR ↗ |