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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 106 of 201  ·  4,013 managers
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# Fund / Institution AUM ▼ Positions Period
2101 Yeomans Consulting Group, Inc. $341M 113 Dec 2025
2102 Seneca Financial Advisors LLC $341M 64 Mar 2026
2103 EntryPoint Capital, LLC $341M 731 Mar 2026
2104 Missouri Trust & Investment Co $341M 411 Mar 2026
2105 Keystone Financial Services $341M 259 Mar 2026
2106 Crown Wealth Group, LLC $340M 145 Mar 2026
2107 Kidder Stephen W $340M 327 Mar 2026
2108 Ironwood Wealth Management, LLC. $340M 47 Dec 2025
2109 Sweeney & Michel, Llc $340M 145 Mar 2026
2110 First International Bank of Israel Ltd. $340M 59 Mar 2026
2111 Capital Advisory Group Advisory Services, LLC $340M 171 Dec 2025
2112 Mio Partners, Inc. $340M 6 Mar 2026
2113 Verger Capital Management LLC $339M 13 Mar 2026
2114 Vanguard Investments Australia, Ltd. $339M 37 Mar 2026
2115 Indiana Trust & Investment Management Co $339M 487 Dec 2025
2116 Brilliance Asset Management Ltd $339M 16 Mar 2026
2117 Concentrum Wealth Management $339M 111 Mar 2026
2118 Solitude Financial Services $338M 39 Mar 2026
2119 Nkcfo Llc $337M 106 Mar 2026
2120 Wim Investment Management Ltd $337M 20 Mar 2026
Page 106 of 201  ·  4,013 managers
← Prev 1… 104 105 106 107 108 …201 Next →