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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 163 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
3241 Pioneer Wealth Management Group $414M 55 Jun 2026
3242 Measured Wealth Private Client Group, LLC $414M 723 Jun 2026
3243 Colton Groome Financial Advisors, Llc $414M 164 Jun 2026
3244 RFG - Bristol Wealth Advisors, LLC $414M 188 Jun 2026
3245 Hudson Capital Management LLC $414M 74 Jun 2026
3246 Vision Retirement, LLC $414M 621 Jun 2026
3247 Bnc Wealth Management, Llc $414M 107 Jun 2026
3248 Synergy Investment Management, LLC $413M 1,642 Jun 2026
3249 WP Advisors, LLC $413M 119 Jun 2026
3250 Gibbs Wealth Management $413M 325 Dec 2025
3251 Varenne Capital Partners $413M 30 Mar 2026
3252 Cypress Financial Planning Llc $413M 109 Jun 2026
3253 Timber Creek Capital Management LLC $412M 78 Mar 2026
3254 EntryPoint Capital, LLC $412M 768 Jun 2026
3255 Tobam $412M 258 Jun 2026
3256 WealthCare Investment Partners, LLC $412M 206 Jun 2026
3257 Mcdonald Partners Llc $412M 621 Jun 2026
3258 Cincinnati Specialty Underwriters Insurance CO $412M 46 Mar 2026
3259 Accretive Wealth Partners, LLC $412M 181 Jun 2026
3260 Hill Island Financial Llc $412M 84 Mar 2026
Page 163 of 342  ·  6,839 managers