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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 130 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
2581 VeraBank, N.A. $604M 244 Jun 2026
2582 ERn Financial, LLC $604M 161 Jun 2026
2583 Deltec Asset Management Llc $604M 218 Dec 2025
2584 Oakwell Private Wealth Management, LLC $603M 83 Jun 2026
2585 Family Investment Center, Inc. $602M 120 Jun 2026
2586 Matrix Trust Co $602M 178 Mar 2026
2587 Precedent Wealth Partners, Llc $601M 207 Jun 2026
2588 Marotta Asset Management $601M 103 Jun 2026
2589 RPg Family Wealth Advisory, LLC $600M 146 Jun 2026
2590 GSK plc $599M 13 Mar 2026
2591 Whitaker-Myers Wealth Managers, LTD. $599M 113 Jun 2026
2592 Sterling Investment Advisors, Ltd. $599M 228 Jun 2026
2593 Value Holdings Management Co. Llc $598M 24 Jun 2026
2594 Gwn Securities Inc. $598M 486 Jun 2026
2595 West Paces Advisors Inc. $596M 765 Jun 2026
2596 Tufton Capital Management $596M 127 Jun 2026
2597 ABLE Financial Group, LLC $596M 222 Jun 2026
2598 Phraction Management LLC $596M 66 Jun 2026
2599 Rockport Wealth LLC $595M 110 Jun 2026
2600 Bornite Capital Management LP $595M 17 Mar 2026
Page 130 of 342  ·  6,838 managers
← Prev 1… 128 129 130 131 132 …342 Next →