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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 101 of 201  ·  4,013 managers
# Fund / Institution AUM ▼ Positions Period
2001 Paragon Advisors, LLC $371M 76 Mar 2026
2002 Fusion Capital, LLC $371M 104 Mar 2026
2003 Cowa, Llc $371M 158 Mar 2026
2004 Atwater Malick LLC $370M 100 Mar 2026
2005 Cutler Capital Management, LLC $370M 116 Mar 2026
2006 Capital Wealth Management, Llc $370M 34 Mar 2026
2007 Rock Point Advisors, LLC $370M 118 Mar 2026
2008 EdgeRock Capital LLC $370M 126 Mar 2026
2009 Mizuho Bank, Ltd. $369M 4 Mar 2026
2010 Ccg Wealth Management, Llc $369M 136 Mar 2026
2011 Stone Summit Wealth LLC $369M 141 Dec 2025
2012 Freedom Day Solutions, LLC $368M 93 Dec 2025
2013 Merk Investments LLC $368M 11 Mar 2026
2014 Farmers & Merchants Trust Co of Chambersburg PA $367M 335 Mar 2026
2015 Elite Wealth Management, Inc. $367M 53 Dec 2025
2016 Capco Asset Management, LLC $367M 27 Mar 2026
2017 Princeton Capital Management Llc $367M 139 Mar 2026
2018 Central Valley Advisors, Llc $366M 226 Mar 2026
2019 Lexington Partners L.P. $366M 3 Mar 2026
2020 Redmond Asset Management, LLC $366M 197 Mar 2026
Page 101 of 201  ·  4,013 managers