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INSTITUTIONAL HOLDINGS · 35,241 results Live
Institutional Holdings Cypress Nov 2 — 0.00

13F-HR - Cypress Point Wealth Management, LLC (0001825611) (Filer)

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

Institutional Holdings Taylor Nov 2 — 0.00

13F-HR - Taylor Financial Group, Inc. (0002012516) (Filer)

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

Institutional Holdings Cardinal Nov 2 — 0.00

13F-HR - Cardinal Strategic Wealth Guidance (0001801989) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cardinal Strategic Wealth Guidance.

Institutional Holdings Golden Nov 2 — 0.00

13F-HR - Golden State Wealth Management, LLC (0001776033) (Filer)

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

Institutional Holdings Live Nov 2 — 0.00

13F-HR - Live Oak Private Wealth LLC (0001799877) (Filer)

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

Institutional Holdings ADVENTIST Nov 2 — 0.00

13F-HR - ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP (0001103139) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP.

Institutional Holdings KESTREL Nov 2 — 0.00

13F-HR - KESTREL INVESTMENT MANAGEMENT CORP (0000917579) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by KESTREL INVESTMENT MANAGEMENT CORP.

Institutional Holdings Layline Nov 2 — 0.00

13F-HR - Layline Advisors, LLC (0001724910) (Filer)

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

Institutional Holdings DDD Nov 2 — 0.00

13F-HR - DDD Partners, LLC (0001729673) (Filer)

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

Institutional Holdings Tenret Nov 2 — +0.10

13F-HR - Tenret Co LLC (0001874146) (Filer)

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

Institutional Holdings Split Nov 2 — 0.00

13F-HR - Split Creek LLC DBA Split Creek Capital LLC (0002103756) (Filer)

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

Institutional Holdings Vanderbilt Nov 2 — 0.00

13F-HR - Vanderbilt University (0001825985) (Filer)

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

Institutional Holdings Blake Nov 2 — 0.00

13F-HR - Blake Schutter Theil Wealth Advisors, LLC (0002042011) (Filer)

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

Institutional Holdings MACKENZIE Nov 2 — 0.00

13F-HR - MACKENZIE FINANCIAL CORP (0000919859) (Filer)

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

Institutional Holdings Accelerate Nov 2 — 0.00

13F-HR - Accelerate Investment Advisors LLC (0002035216) (Filer)

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

Institutional Holdings North Nov 2 — 0.00

13F-HR - North Berkeley Wealth Management, LLC (0002062383) (Filer)

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

Institutional Holdings W Nov 2 — 0.00

13F-HR - W ADVISORS, LLC (0001929907) (Filer)

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

Institutional Holdings ADVISORTRUST Nov 2 — 0.00

13F-HR - ADVISORTRUST PARTNERS, LLC (0002115523) (Filer)

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

Institutional Holdings eCIO, Nov 2 — 0.00

13F-HR - eCIO, Inc. (0001830823) (Filer)

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

Institutional Holdings TFB Nov 2 — 0.00

13F-HR - TFB Advisors LLC (0001965201) (Filer)

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