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Portfolio (Quarterly) Guide ↗
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Page 89 of 507  ·  10,136 filings
← Prev 1… 87 88 89 90 91 …507 Next →
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/11/2026 Fiducient Advisors Llc Mar 2026 $765M 139 EDGAR ↗
5/11/2026 Ranmore Fund Management Ltd Mar 2026 $757M 20 EDGAR ↗
5/11/2026 Meridian Wealth Advisors, LLC Mar 2026 $756M 202 EDGAR ↗
5/11/2026 Seeds Investor Llc Mar 2026 $735M 350 EDGAR ↗
5/11/2026 Sycomore Asset Management Mar 2026 $718M 74 EDGAR ↗
5/11/2026 Sava Infond d.o.o. Mar 2026 $705M 230 EDGAR ↗
5/11/2026 Blue Bell Private Wealth Management, Llc Mar 2026 $696M 724 EDGAR ↗
5/11/2026 Blueprint Financial Advisors LLC Mar 2026 $675M 100 EDGAR ↗
5/11/2026 S-Bank Fund Management Ltd Mar 2026 $671M 179 EDGAR ↗
5/11/2026 Graticule Asia Macro Advisors LLC Mar 2026 $649M 2 EDGAR ↗
5/11/2026 Essex Investment Management Co Llc Mar 2026 $632M 305 EDGAR ↗
5/11/2026 Value Holdings Management Co. Llc Mar 2026 $617M 24 EDGAR ↗
5/11/2026 Partners in Financial Planning Mar 2026 $603M 122 EDGAR ↗
5/11/2026 Catalyst Funds Management Pty Ltd Mar 2026 $591M 586 EDGAR ↗
5/11/2026 Tulsa Wealth Advisors, INC Mar 2026 $570M 150 EDGAR ↗
5/11/2026 Beacon Capital Management, LLC Mar 2026 $567M 166 EDGAR ↗
5/11/2026 Founders Financial Alliance, LLC Mar 2026 $555M 735 EDGAR ↗
5/11/2026 Atlas Legacy Advisors, LLC Mar 2026 $550M 300 EDGAR ↗
5/11/2026 REAP Financial Group, LLC Mar 2026 $507M 533 EDGAR ↗
5/11/2026 Northwest Quadrant Wealth Management, LLC Mar 2026 $481M 67 EDGAR ↗
Page 89 of 507  ·  10,136 filings
← Prev 1… 87 88 89 90 91 …507 Next →