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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 142 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
2821 Leverty Financial Group, LLC $514M 49 Jun 2026
2822 Navigation Group, LLC $514M 121 Jun 2026
2823 Aspire Capital Advisors LLC $514M 134 Jun 2026
2824 Beacon Harbor Wealth Advisors, Inc. $513M 71 Jun 2026
2825 IAM Advisory, LLC $513M 107 Jun 2026
2826 Mattern Wealth Management LLC $513M 158 Mar 2026
2827 Naria Inc. $513M 1 Jun 2026
2828 Retirement Solution LLC $511M 75 Jun 2026
2829 Tempus Wealth Planning, LLC $511M 282 Jun 2026
2830 Manhattan West Asset Management, LLC $511M 149 Mar 2026
2831 Call To Action Foundation $511M 1 Mar 2026
2832 Next Level Private LLC $511M 174 Jun 2026
2833 Richard P Slaughter Associates Inc $510M 109 Jun 2026
2834 Spruce Street Capital LP $510M 30 Jun 2026
2835 Towneley Capital Management, Inc / DE $509M 46 Jun 2026
2836 Castle Rock Wealth Management, LLC $509M 268 Jun 2026
2837 Aries Wealth Management $509M 242 Jun 2026
2838 Machina Capital S.A.S. $508M 353 Mar 2026
2839 Renaissance Investment Group LLC $508M 83 Jun 2026
2840 Hourglass Capital, Llc $508M 127 Jun 2026
Page 142 of 342  ·  6,838 managers
← Prev 1… 140 141 142 143 144 …342 Next →