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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 133 of 210  ·  4,199 managers
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# Fund / Institution AUM ▼ Positions Period
2641 American Capital Advisory, LLC $248M 1,140 Mar 2026
2642 AXS Investments LLC $248M 190 Mar 2026
2643 Capital Impact Advisors, LLC $247M 30 Mar 2026
2644 Evergreen Private Wealth LLC $247M 87 Mar 2026
2645 Anb Bank $247M 202 Mar 2026
2646 Peloton Wealth Strategists $247M 86 Mar 2026
2647 Blacksheep Fund Management Ltd $247M 8 Mar 2026
2648 Valued Wealth Advisors LLC $247M 751 Mar 2026
2649 Iridian Asset Management Llc/Ct $247M 44 Mar 2026
2650 Cherokee Insurance Co $247M 121 Dec 2025
2651 Bernard Wealth Management Corp. $246M 356 Dec 2025
2652 Flagship Private Wealth, LLC $246M 108 Mar 2026
2653 Retirement Planning Co of New England, Inc. $246M 248 Mar 2026
2654 MY.Alpha Management HK Advisors Ltd $246M 11 Mar 2026
2655 Pilgrim Partners Asia Pte Ltd $246M 126 Mar 2026
2656 HighMark Wealth Management LLC $246M 555 Mar 2026
2657 Tumwater Wealth Management, LLC $245M 35 Dec 2025
2658 Bayshore Asset Management, Llc $245M 42 Dec 2025
2659 Bull Oak Capital, LLC $245M 36 Dec 2025
2660 Ridgewood Investments LLC $244M 208 Mar 2026
Page 133 of 210  ·  4,199 managers
← Prev 1… 131 132 133 134 135 …210 Next →