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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 162 of 342  ·  6,839 managers
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# Fund / Institution AUM ▼ Positions Period
3221 Vestwell Advisors, LLC $418M 26 Jun 2026
3222 Almitas Capital LLC $417M 130 Jun 2026
3223 Consilio Wealth Advisors, Llc $417M 110 Jun 2026
3224 Seascape Capital Management $417M 96 Jun 2026
3225 EPG Wealth Management LLC $417M 318 Jun 2026
3226 Alight Capital Management LP $417M 64 Mar 2026
3227 Bender Robert & Associates $417M 45 Mar 2026
3228 Alpine Woods Capital Investors, Llc $417M 200 Mar 2026
3229 Stevens Capital Management Lp $417M 213 Jun 2026
3230 Oak Harbor Wealth Partners, Llc $416M 278 Dec 2025
3231 Anchyra Partners Llc $416M 350 Jun 2026
3232 Revisor Wealth Management LLC $416M 371 Jun 2026
3233 Syverson Strege & Co $416M 169 Mar 2026
3234 Prasad Wealth Partners, LLC $416M 160 Jun 2026
3235 Walter Public Investments Inc. $416M 53 Jun 2026
3236 BigSur Wealth Management LLC $415M 170 Jun 2026
3237 Squire Investment Management Company, LLC $415M 89 Jun 2026
3238 KFA Private Wealth Group, LLC $415M 150 Jun 2026
3239 Oldfield Partners LLP $415M 18 Jun 2026
3240 Winthrop Capital Management, LLC $414M 351 Jun 2026
Page 162 of 342  ·  6,839 managers
← Prev 1… 160 161 162 163 164 …342 Next →