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INSTITUTIONAL HOLDINGS · 34,944 results Live
Institutional Holdings ARCH 20h ago — 0.00

13F-HR - ARCH CAPITAL GROUP LTD. (0000947484) (Filer)

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

Institutional Holdings NEW 20h ago — 0.00

13F-HR - NEW YORK LIFE INVESTMENT MANAGEMENT LLC (0001133639) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NEW YORK LIFE INVESTMENT MANAGEMENT LLC.

Institutional Holdings Gen-Wealth 20h ago — 0.00

13F-HR - Gen-Wealth Partners Inc (0002023375) (Filer)

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

Institutional Holdings Clientfirst 20h ago — 0.00

13F-HR - Clientfirst Wealth Management, LLC (0001915494) (Filer)

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

Institutional Holdings Kinsale 20h ago — 0.00

13F-HR - Kinsale Capital Group, Inc. (0001669162) (Filer)

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

Institutional Holdings DMKC 20h ago — 0.00

13F-HR - DMKC Advisory Services, LLC (0001901337) (Filer)

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

Institutional Holdings CPWA, 20h ago — 0.00

13F-HR - CPWA, LLC (0002134744) (Filer)

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

Institutional Holdings Torrey 20h ago — 0.00

13F-HR - Torrey Growth & Income Advisors (0002087822) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Torrey Growth & Income Advisors.

Institutional Holdings Global 20h ago — 0.00

13F-HR - Global Wealth Management Investment Advisory, Inc. (0001767855) (Filer)

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

Institutional Holdings 71 20h ago — 0.00

13F-HR - 71 West Capital Partners (0002111530) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 71 West Capital Partners.

Institutional Holdings RED 20h ago — 0.00

13F-HR - RED CEDAR INVESTMENT MANAGEMENT, LLC (0001734398) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by RED CEDAR INVESTMENT MANAGEMENT, LLC.

Institutional Holdings FLYNN 20h ago — 0.00

13F-HR - FLYNN ZITO CAPITAL MANAGEMENT, LLC (0001857144) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FLYNN ZITO CAPITAL MANAGEMENT, LLC.

Institutional Holdings WELCH 20h ago — 0.00

13F-HR - WELCH & FORBES LLC (0000105495) (Filer)

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

Institutional Holdings Idaho 20h ago — 0.00

13F-HR - Idaho Trust Co (0001568069) (Filer)

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

Institutional Holdings Genus 20h ago — 0.00

13F-HR - Genus Capital Management Inc. (0001532385) (Filer)

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

Institutional Holdings Blue 21h ago — 0.00

13F-HR - Blue Grotto Capital, LLC (0001764725) (Filer)

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

Institutional Holdings BEACON 21h ago — 0.00

13F-HR - BEACON FINANCIAL PLANNING, INC (0001966066) (Filer)

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

Institutional Holdings AGP 21h ago — 0.00

13F-HR - AGP FRANKLIN, LLC (0002056566) (Filer)

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

Institutional Holdings 626 21h ago — 0.00

13F-HR - 626 Financial, LLC (0001911035) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 626 Financial, LLC.

Institutional Holdings Lido 21h ago ▲ +0.20

13F-HR - Lido Advisors, LLC (0001650150) (Filer)

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