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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 154 of 258  ·  5,145 managers
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# Fund / Institution AUM ▼ Positions Period
3061 Stableford Capital Ii Llc $269M 144 Mar 2026
3062 Martin Capital Partners, LLC $269M 68 Mar 2026
3063 Holistic Financial Partners $269M 146 Mar 2026
3064 Wittenberg Investment Management, Inc. $269M 74 Mar 2026
3065 Power Wealth Management Llc $269M 96 Mar 2026
3066 Crux Wealth Advisors $269M 176 Dec 2025
3067 Strait & Sound Wealth Management LLC $269M 180 Mar 2026
3068 Nvest Financial, LLC $268M 139 Mar 2026
3069 Persistent Asset Partners Ltd $268M 388 Mar 2026
3070 Worth Asset Management, LLC $268M 547 Mar 2026
3071 Colorado Capital Management, Inc. $268M 106 Mar 2026
3072 S&T Bank/PA $268M 516 Mar 2026
3073 Empower Annuity Insurance Co $268M 1 Mar 2026
3074 ShawSpring Partners LLC $268M 12 Mar 2026
3075 All-Stars Investment Ltd $268M 4 Dec 2025
3076 TCFG Investment Advisors, LLC $267M 274 Mar 2026
3077 Packer & Co Ltd $267M 10 Mar 2026
3078 Emory University $267M 7 Mar 2026
3079 Cambridge Financial Group, Inc. $267M 33 Mar 2026
3080 Roehl & Yi Investment Advisors, LLC $266M 180 Mar 2026
Page 154 of 258  ·  5,145 managers
← Prev 1… 152 153 154 155 156 …258 Next →