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INSTITUTIONAL HOLDINGS · 35,290 results Live
Institutional Holdings Attestor Oct 30 — 0.00

13F-HR - Attestor Capital Ltd (0001830731) (Filer)

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

Institutional Holdings MH Oct 30 — 0.00

13F-HR - MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV (0000354201) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV.

Institutional Holdings 3Chopt Oct 30 — 0.00

13F-HR - 3Chopt Investment Partners, LLC (0001978521) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 3Chopt Investment Partners, LLC.

Institutional Holdings Trace Oct 30 — 0.00

13F-HR - Trace Wealth Advisors, LLC (0002055838) (Filer)

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

Institutional Holdings SFI Oct 30 — 0.00

13F-HR - SFI Advisors, LLC (0001911308) (Filer)

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

Institutional Holdings Cordgrass Oct 30 — 0.00

13F-HR - Cordgrass Capital Advisors, LLC (0001912040) (Filer)

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

Institutional Holdings Codex Oct 30 — 0.00

13F-HR - Codex Capital Asset Management L.L.C. (0002030542) (Filer)

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

Institutional Holdings Sound Oct 30 — 0.00

13F-HR - Sound Financial Strategies Group, LLC (0001800620) (Filer)

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

Institutional Holdings Pioneer Oct 30 — 0.00

13F-HR - Pioneer Family Office, LLC (0002135110) (Filer)

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

Institutional Holdings Verity Oct 30 — 0.00

13F-HR - Verity Asset Management, Inc. (0001597298) (Filer)

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

Institutional Holdings Krane Oct 30 — 0.00

13F-HR - Krane Financial Solutions LLC (0002136913) (Filer)

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

Institutional Holdings Ascent Oct 30 — 0.00

13F-HR - Ascent Group, LLC (0001913231) (Filer)

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

Institutional Holdings Caldwell Oct 30 — 0.00

13F-HR - Caldwell Trust Co (0002080218) (Filer)

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

Institutional Holdings GPM Oct 30 — 0.00

13F-HR - GPM Growth Investors, Inc. (0001799367) (Filer)

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

Institutional Holdings Signet Oct 30 — +0.10

13F-HR - Signet Investment Advisory Group, Inc. (0001766328) (Filer)

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

Institutional Holdings INDEPENDENT Oct 30 — 0.00

13F-HR - INDEPENDENT INVESTORS INC (0001121908) (Filer)

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

Institutional Holdings Bullock Oct 30 — 0.00

13F-HR - Bullock Wealth Management Group (0002067581) (Filer)

Institutional holdings report (13F-HR) for the period ended 2021-09-30 filed by Bullock Wealth Management Group.

Institutional Holdings Smallwood Oct 30 — 0.00

13F-HR - Smallwood Wealth Investment Management, LLC (0001921304) (Filer)

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

Institutional Holdings Babb Oct 30 — 0.00

13F-HR - Babb Wealth Advisors LLC (0002047312) (Filer)

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

Institutional Holdings JMAC Oct 30 — 0.00

13F-HR - JMAC ENTERPRISES LLC (0001907294) (Filer)

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