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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 121 of 342  ·  6,838 managers
# Fund / Institution AUM ▼ Positions Period
2401 Wilsey Asset Management Inc $681M 28 Jun 2026
2402 Bell Investment Advisors, Inc $681M 1,820 Jun 2026
2403 Covington Investment Advisors Inc. $680M 74 Mar 2026
2404 Oliver Luxxe Assets LLC $680M 199 Jun 2026
2405 Peak Asset Management, LLC $680M 181 Jun 2026
2406 SevenBridge Financial Group, LLC $680M 212 Jun 2026
2407 Citizens National Bank Trust Department $680M 381 Jun 2026
2408 Spectrum Financial Alliance Ltd LLC $679M 32 Jun 2026
2409 Bourgeon Capital Management Llc $679M 104 Jun 2026
2410 Maia Wealth LLC $679M 357 Jun 2026
2411 Atlas Legacy Advisors, LLC $678M 319 Jun 2026
2412 Marquette Asset Management, LLC $677M 698 Dec 2025
2413 Ashton Thomas Securities, Llc $677M 378 Jun 2026
2414 Noked Israel Ltd $677M 13 Mar 2026
2415 Sentinel Pension Advisors, Llc $676M 137 Mar 2026
2416 JBF Capital, Inc. $676M 123 Mar 2026
2417 Radnor Capital Management, LLC $676M 308 Mar 2026
2418 Bellwether Advisors, LLC $675M 168 Jun 2026
2419 Hudson Edge Investment Partners Inc. $675M 87 Dec 2025
2420 Blueprint Financial Advisors LLC $675M 100 Mar 2026
Page 121 of 342  ·  6,838 managers