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Nov 3 13F-HR - FINANCIAL DISCOVERY GROUP INC (0001024431) (Filer)Nov 3 13F-HR - Johnson Financial Group, LLC (0001706327) (Filer)Nov 3 13F-HR - STAGE HARBOR FINANCIAL, LLC (0001934721) (Filer)Nov 3 13F-HR - Leisure Capital Management (0001631507) (Filer)Nov 3 13F-HR - Swiss Life Asset Management Ltd (0001637689) (Filer)
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INSTITUTIONAL HOLDINGS · 35,238 results Live
Institutional Holdings FINANCIAL Nov 3 — 0.00

13F-HR - FINANCIAL DISCOVERY GROUP INC (0001024431) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FINANCIAL DISCOVERY GROUP INC.

Institutional Holdings Johnson Nov 3 — 0.00

13F-HR - Johnson Financial Group, LLC (0001706327) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Johnson Financial Group, LLC.

Institutional Holdings STAGE Nov 3 — 0.00

13F-HR - STAGE HARBOR FINANCIAL, LLC (0001934721) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by STAGE HARBOR FINANCIAL, LLC.

Institutional Holdings Leisure Nov 3 ▲ +0.20

13F-HR - Leisure Capital Management (0001631507) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Leisure Capital Management.

Institutional Holdings Swiss Nov 3 — 0.00

13F-HR - Swiss Life Asset Management Ltd (0001637689) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Swiss Life Asset Management Ltd.

Institutional Holdings Regents Nov 3 — 0.00

13F-HR - Regents Gate Capital LLP (0002020935) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Regents Gate Capital LLP.

Institutional Holdings Alternative Nov 3 — 0.00

13F-HR - Alternative Investment Advisors, LLC. (0002009486) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Alternative Investment Advisors, LLC..

Institutional Holdings Schulz Nov 3 — 0.00

13F-HR - Schulz Wealth, LTD. (0002011780) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Schulz Wealth, LTD..

Institutional Holdings WealthPoint Nov 3 — 0.00

13F-HR - WealthPoint Financial, LLC (0002040860) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WealthPoint Financial, LLC.

Institutional Holdings Stablepoint Nov 3 — 0.00

13F-HR - Stablepoint Partners, LLC (0002011237) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Stablepoint Partners, LLC.

Institutional Holdings Eley Nov 3 — 0.00

13F-HR - Eley Financial Management, Inc (0001965267) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Eley Financial Management, Inc.

Institutional Holdings Treasure Nov 3 — 0.00

13F-HR - Treasure Coast Financial Planning (0001911307) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Treasure Coast Financial Planning.

Institutional Holdings Financiere Nov 3 — 0.00

13F-HR - Financiere des Professionnels - Fonds d'investissement inc. (0001996846) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financiere des Professionnels - Fonds d'investissement inc..

Institutional Holdings Wealth Nov 3 — 0.00

13F-HR - Wealth Architects, LLC (0001611518) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealth Architects, LLC.

Institutional Holdings HUB Nov 3 — 0.00

13F-HR - HUB Investment Partners, LLC (0001841815) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by HUB Investment Partners, LLC.

Institutional Holdings XPONANCE Nov 3 — 0.00

13F-HR - XPONANCE LLC (0001637541) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by XPONANCE LLC.

Institutional Holdings Amicus Nov 3 — 0.00

13F-HR - Amicus Financial Advisors, LLC (0002113629) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Amicus Financial Advisors, LLC.

Institutional Holdings HURRICANE Nov 3 — 0.00

13F-HR - HURRICANE CAPITAL ADVISORS LLC (0001900625) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by HURRICANE CAPITAL ADVISORS LLC.

Institutional Holdings HURRICANE Nov 3 — 0.00

13F-HR - HURRICANE CAPITAL ADVISORS LLC (0001900625) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by HURRICANE CAPITAL ADVISORS LLC.

Institutional Holdings LAVELLE Nov 3 — 0.00

13F-HR - LAVELLE CAPITAL LP (0002136566) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LAVELLE CAPITAL LP.