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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 146 of 210  ·  4,198 managers
# Fund / Institution AUM ▼ Positions Period
2901 Pacific Sun Financial Corp $206M 201 Mar 2026
2902 Accent Capital Management, LLC $206M 338 Mar 2026
2903 Stance Capital Llc $206M 346 Mar 2026
2904 Alpha Family Trust $206M 203 Mar 2026
2905 MN Wealth Advisors, LLC $206M 124 Mar 2026
2906 Koesten, Hirschmann & Crabtree, INC. $205M 41 Mar 2026
2907 Mitsubishi UFJ Asset Management (UK) Ltd. $205M 83 Dec 2025
2908 Warburton Capital Management, LLC $205M 68 Mar 2026
2909 Founders Capital Management $205M 391 Mar 2026
2910 TAM Capital Management Inc. $205M 7 Mar 2026
2911 Udine Wealth Management, Inc. $205M 35 Mar 2026
2912 McDonough Capital Management, Inc $204M 51 Dec 2025
2913 Trademark Financial Management, LLC $204M 102 Mar 2026
2914 Ironclad Investments LLC $204M 3 Mar 2026
2915 Optimize Financial Inc $203M 297 Mar 2026
2916 Sharp Wealth Advisory, LLC $203M 120 Mar 2026
2917 Arta Finance Wealth Management LLC $202M 95 Mar 2026
2918 CarsonAllaria Wealth Management, Ltd. $202M 70 Mar 2026
2919 Tower View Wealth Management LLC $202M 176 Dec 2025
2920 Signature Wealth Management Partners, LLC $202M 120 Dec 2025
Page 146 of 210  ·  4,198 managers