Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
VICTRIX INVESTMENT ADVISORS $0.14B 64 2024-12-31 2025-02-14
SETTIAN CAPITAL LP $0.14B 29 2024-12-31 2025-02-11
VERITY WEALTH ADVISORS $0.14B 72 2024-12-31 2025-02-07
LIONSHEAD WEALTH MANAGEMENT, LLC $0.14B 114 2024-12-31 2025-02-14
RECTOR, CHURCH-WARDENS & VESTRYMEN OF TRINITY CHURCH IN THE CITY OF NEW-YORK $0.14B 1 2024-12-31 2025-02-13
CHRISTIAN INVESTMENT ADVISORS, INC. $0.14B 12 2024-12-31 2025-02-05
RAREVIEW CAPITAL LLC $0.14B 53 2024-12-31 2025-02-10
BCK CAPITAL MANAGEMENT LP $0.14B 70 2024-12-31 2025-02-18
PROSSIMO ADVISORS, LLC $0.14B 135 2024-12-31 2025-01-31
JERICHO FINANCIAL, LLP $0.14B 41 2024-12-31 2025-01-27
ARCHVEST WEALTH ADVISORS, INC. $0.14B 61 2024-12-31 2025-01-28
BAYBRIDGE CAPITAL GROUP, LLC $0.14B 92 2024-12-31 2025-01-28
UNIVERSITY OF WISCONSIN FOUNDATION $0.14B 7 2024-12-31 2025-02-13
DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD $0.14B 12 2024-12-31 2025-02-13
GRAFTON STREET PARTNERS FUND, LP $0.14B 11 2024-12-31 2025-02-14
CHARLES SCHWAB TRUST BANK $0.14B 1 2024-12-31 2025-02-19
ISRAEL DISCOUNT BANK OF NEW YORK $0.14B 46 2024-12-31 2025-02-14
FIDELITY D & D BANCORP INC $0.14B 106 2024-12-31 2025-02-21
TSAI CAPITAL CORP $0.14B 25 2024-12-31 2025-02-12
AXOS INVEST INC. $0.14B 24 2024-12-31 2025-01-28
ASSET MANAGEMENT ADVISORS, LLC $0.14B 15 2024-12-31 2025-01-24
INTEGRITY WEALTH ADVISORS, INC. $0.14B 67 2024-12-31 2025-02-13
GERBER, LLC $0.14B 95 2024-12-31 2025-02-10
GALLAGHER CAPITAL ADVISORS, LLC $0.14B 65 2024-12-31 2025-02-07
HENGISTBURY INVESTMENT PARTNERS LLP $0.14B 3 2024-12-31 2025-02-12
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us