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Portfolio (Quarterly) Guide ↗
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Page 91 of 507  ·  10,136 filings
Filed Fund / Institution Period Portfolio Value Holdings Filing
5/11/2026 Haverford Financial Services, Inc. Mar 2026 $336M 46 EDGAR ↗
5/11/2026 Montanaro Asset Management Ltd Mar 2026 $334M 42 EDGAR ↗
5/11/2026 Payne Capital Management, LLC Mar 2026 $331M 79 EDGAR ↗
5/11/2026 Gr Financial Group, Llc Mar 2026 $301M 22 EDGAR ↗
5/11/2026 PCA Investment Advisory Services Inc. Mar 2026 $300M 57 EDGAR ↗
5/11/2026 Skaana Management L.P. Mar 2026 $296M 158 EDGAR ↗
5/11/2026 TAGStone Capital, Inc. Mar 2026 $283M 137 EDGAR ↗
5/11/2026 Financial Symmetry Inc Mar 2026 $281M 63 EDGAR ↗
5/11/2026 Empower Annuity Insurance Co Mar 2026 $268M 1 EDGAR ↗
5/11/2026 Kondo Wealth Advisors, Inc. Mar 2026 $266M 69 EDGAR ↗
5/11/2026 2Xideas AG Mar 2026 $255M 47 EDGAR ↗
5/11/2026 Westwood Wealth Management Mar 2026 $255M 42 EDGAR ↗
5/11/2026 denkapparat Operations GmbH Mar 2026 $242M 333 EDGAR ↗
5/11/2026 Employees' Retirement Fund of the City of Fort Worth Mar 2026 $230M 21 EDGAR ↗
5/11/2026 Wealth Management Strategies, Inc. Mar 2026 $221M 40 EDGAR ↗
5/11/2026 William Marsh Rice University Mar 2026 $221M 2 EDGAR ↗
5/11/2026 Accent Capital Management, LLC Mar 2026 $206M 338 EDGAR ↗
5/11/2026 Fairfield University Mar 2026 $200M 4 EDGAR ↗
5/11/2026 International City Management Association Retirement Corp Mar 2026 $195M 6 EDGAR ↗
5/11/2026 Exit Wealth Advisors, LLC. Mar 2026 $195M 131 EDGAR ↗
Page 91 of 507  ·  10,136 filings