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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 151 of 342  ·  6,838 managers
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# Fund / Institution AUM ▼ Positions Period
3001 Diversified Management Inc $468M 171 Jun 2026
3002 Sequent Planning LLC $468M 269 Jun 2026
3003 Verde Capital Management $468M 69 Mar 2026
3004 Guidance Capital, Inc $468M 233 Jun 2026
3005 Brave Asset Management Inc $467M 146 Jun 2026
3006 Kelly Financial Services LLC $467M 141 Jun 2026
3007 Stokes Capital Advisors, LLC $467M 164 Jun 2026
3008 CMH Wealth Management LLC $467M 53 Dec 2025
3009 Poehling Capital Management, INC. $466M 166 Jun 2026
3010 PW Nova Financial Services LLC $466M 208 Jun 2026
3011 Eldred Rock Partners, LLC $465M 29 Jun 2026
3012 Farmers & Merchants Trust Co Of Long Beach $465M 324 Jun 2026
3013 SMART Wealth LLC $464M 222 Jun 2026
3014 Curtis Advisory Group, LLC $464M 118 Mar 2026
3015 Paradiem, LLC $464M 68 Jun 2026
3016 Home Federal Bank Of Tennessee $463M 176 Jun 2026
3017 Centennial Wealth Advisory LLC $463M 181 Jun 2026
3018 Mariner Investment Group Llc $463M 124 Jun 2026
3019 Step Capital Management Pte. Ltd. $463M 26 Jun 2026
3020 SWS Partners $463M 108 Jun 2026
Page 151 of 342  ·  6,838 managers
← Prev 1… 149 150 151 152 153 …342 Next →