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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 140 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
2781 Duncker Streett & Co Inc $526M 535 Mar 2026
2782 Stevens Capital Partners $526M 218 Jun 2026
2783 Insight Advisors, LLC/ PA $525M 243 Mar 2026
2784 Beverly Hills Private Wealth, LLC $525M 406 Jun 2026
2785 Beacon Bank & Trust $524M 255 Jun 2026
2786 Schwarz Dygos Wheeler Investment Advisors Llc $524M 174 Jun 2026
2787 Independent Investors Inc $524M 73 Jun 2026
2788 M. Kulyk & Associates, LLC $523M 107 Dec 2025
2789 WealthPLAN Partners, LLC $523M 787 Jun 2026
2790 Newman Dignan & Sheerar, Inc. $523M 197 Jun 2026
2791 Wiser Wealth Management, Inc $523M 75 Jun 2026
2792 Wealth Group Ltd $523M 95 Jun 2026
2793 Rockline Wealth Management, LLC $522M 107 Jun 2026
2794 Stempoint Capital Lp $522M 84 Mar 2026
2795 Adams Wealth Management $522M 147 Jun 2026
2796 Crumly & Associates Inc. $522M 196 Jun 2026
2797 Canton Hathaway, LLC $522M 284 Jun 2026
2798 Legacy Capital Wealth Partners, LLC $521M 377 Jun 2026
2799 Shah Capital Management $521M 11 Mar 2026
2800 Am Investment Strategies Llc $521M 114 Jun 2026
Page 140 of 342  ·  6,838 managers
← Prev 1… 138 139 140 141 142 …342 Next →