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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 104 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
2061 LM Advisors LLC $866M 224 Jun 2026
2062 RMG Wealth Management LLC $866M 616 Mar 2026
2063 Informed Momentum Co LLC $866M 273 Mar 2026
2064 Parkway Wealth Management Group, LLC $866M 147 Jun 2026
2065 LexAurum Advisors, LLC $866M 423 Jun 2026
2066 Lynx1 Capital Management LP $866M 27 Jun 2026
2067 Valliance Asset Management Ltd $864M 7 Jun 2026
2068 Quantum Capital Management, LLC / NJ $864M 34 Dec 2025
2069 Portfolio Strategies, Inc. $864M 60 Dec 2025
2070 Berman McAleer LLC $864M 175 Jun 2026
2071 BlueSky Wealth Advisors, LLC $863M 111 Jun 2026
2072 University Of Texas/Texas Am Investment Management Co $863M 423 Jun 2026
2073 Ascent Wealth Partners, LLC $860M 188 Mar 2026
2074 Ellenbecker Investment Group $860M 149 Jun 2026
2075 PSG Equity L.L.C. $860M 1 Jun 2026
2076 Foundation Resource Management Inc $860M 56 Jun 2026
2077 Culbertson A N & Co Inc $859M 140 Jun 2026
2078 Portside Wealth Group, LLC $858M 1,011 Jun 2026
2079 Unique Wealth, Llc $858M 201 Jun 2026
2080 Pathway Financial Advisors LLC $857M 130 Jun 2026
Page 104 of 342  ·  6,838 managers
← Prev 1… 102 103 104 105 106 …342 Next →