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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 112 of 342  ·  6,838 managers
# Fund / Institution AUM ▼ Positions Period
2221 SilverOak Wealth Management LLC $777M 126 Jun 2026
2222 Affinity Wealth Management Llc $776M 113 Jun 2026
2223 Round Rock Advisors LLC $776M 318 Jun 2026
2224 Trifecta Capital Advisors, LLC $776M 494 Jun 2026
2225 Hoey Investments, Inc $774M 458 Jun 2026
2226 Gilbert & Cook, Inc. $774M 221 Mar 2026
2227 Sylebra Capital Llc $774M 11 Mar 2026
2228 Valley National Advisers Inc $773M 982 Mar 2026
2229 Cigna Investments Inc /New $773M 485 Jun 2026
2230 Wahed Invest LLC $770M 225 Mar 2026
2231 Xxec, Inc. $770M 23 Jun 2026
2232 CRA Financial Services, LLC $770M 296 Mar 2026
2233 Qtron Investments LLC $769M 428 Dec 2025
2234 South Street Advisors LLC $769M 84 Jun 2026
2235 Arkansas Financial Group, Inc. $768M 97 Jun 2026
2236 Camden National Bank $767M 283 Jun 2026
2237 Nexus Investment Management ULC $767M 72 Jun 2026
2238 Independent Solutions Wealth Management, LLC $766M 194 Jun 2026
2239 Clearstead Trust, LLC $765M 970 Jun 2026
2240 Fiducient Advisors Llc $765M 139 Mar 2026
Page 112 of 342  ·  6,838 managers