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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 177 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
3521 Sterling Wealth Management, Inc. $364M 112 Mar 2026
3522 Greenlea Lane Capital Management, Llc $364M 10 Jun 2026
3523 Eaton Financial Holdings Company, LLC $364M 134 Jun 2026
3524 Wilson Asset Management (International) Pty Ltd $364M 37 Jun 2026
3525 Sage Financial Management Group, Inc. $364M 61 Jun 2026
3526 Elevated Capital Advisors, LLC $364M 849 Jun 2026
3527 Tilson Financial Group, Inc. $364M 86 Jun 2026
3528 Anfield Capital Management, LLC $363M 716 Mar 2026
3529 GFG Capital, LLC $363M 155 Jun 2026
3530 Glynn Capital Management Llc $363M 43 Jun 2026
3531 Raub Brock Capital Management LP $363M 45 Jun 2026
3532 Purus Wealth Management, LLC $363M 171 Jun 2026
3533 Urban Financial Advisory Corp $363M 54 Jun 2026
3534 Westbourne Investment Advisors, Inc. $363M 120 Jun 2026
3535 Hamel Associates, Inc. $363M 92 Jun 2026
3536 O'Brien Greene & Co. Inc $362M 199 Jun 2026
3537 Wealth Management Associates, Inc. $362M 254 Jun 2026
3538 Alteri Wealth LLC $362M 296 Jun 2026
3539 Saxon Interests, Inc. $362M 238 Jun 2026
3540 Safeguard Investment Advisory Group, LLC $362M 143 Mar 2026
Page 177 of 342  ·  6,839 managers