CIK 1631353
Dakota Wealth Management
Institutional 13F holdings & portfolio
Holdings
777
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COWZ | PACER FDS TR | 9K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $500K+ | SH |
| GPAT | GP-ACT III ACQUISITION CORP | 48K | $500K+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 54K | $500K+ | SH |
| QGRO | AMERICAN CENTY ETF TR | 4K | $500K+ | SH |
| KVAC | KEEN VISION ACQUISITION CORP | 44K | $500K+ | SH |
| MKL | MARKEL GROUP INC | 237 | $500K+ | SH |
| AZO | AUTOZONE INC | 148 | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| NMP | NMP ACQUISITION CORP | 50K | $100K–$500K | SH |
| GCOW | PACER FDS TR | 12K | $100K–$500K | SH |
| EFA | ISHARES TR | 5K | $100K–$500K | SH |
| IEI | ISHARES TR | 4K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 4K | $100K–$500K | SH |
| SOXX | ISHARES TR | 2K | $100K–$500K | SH |
| NEU | NEWMARKET CORP | 705 | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| CHW | CALAMOS GBL DYN INCOME FUND | 64K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 50K | $100K–$500K | SH |
| IEV | ISHARES TR | 7K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 4K | $100K–$500K | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS | 15K | $100K–$500K | SH |
| JBLU | JETBLUE AWYS CORP | 98K | $100K–$500K | SH |
| UVSP | UNIVEST FINANCIAL CORPORATIO | 14K | $100K–$500K | SH |
| NYF | ISHARES TR | 8K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 30K | $100K–$500K | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 11K | $100K–$500K | SH |
| CSX | CSX CORP | 12K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| BGY | BLACKROCK ENHANCED INTL DIV | 73K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 30K | $100K–$500K | SH |
| ANSC | AGRICULTURE & NAT SOL ACQ CO | 38K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $100K–$500K | SH |
| OYSE | OYSTER ENTERPRISES II ACQUIS | 43K | $100K–$500K | SH |
| SLB | SLB LIMITED | 11K | $100K–$500K | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 80K | $100K–$500K | SH |
| IJS | ISHARES TR | 4K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| AGCO | AGCO CORP | 4K | $100K–$500K | SH |
| KVYO | KLAVIYO INC | 13K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 6K | $100K–$500K | SH |
| ETO | EATON VANCE TAX-ADVANTAGED G | 14K | $100K–$500K | SH |
| AFJK | AIMEI HEALTH TECHNOLOGY CO L | 6K | $100K–$500K | SH |
| ETD | ETHAN ALLEN INTERIORS INC | 18K | $100K–$500K | SH |
| TGT | TARGET CORP | 4K | $100K–$500K | SH |
| MACI | MELAR ACQUISITION CORP. I | 38K | $100K–$500K | SH |
| CUB | LIONHEART HOLDINGS | 37K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |