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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 185 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
3681 Roth Financial Partners LLC $336M 33 Jun 2026
3682 Strategic Financial Concepts, LLC $336M 239 Jun 2026
3683 Silver Coast Investments LLC $336M 121 Jun 2026
3684 Oldfather Financial Services, LLC $336M 98 Dec 2025
3685 Red Lighthouse Investment Management, Llc $336M 85 Jun 2026
3686 Adirondack Trust Co $336M 640 Jun 2026
3687 Haverford Financial Services, Inc. $336M 46 Mar 2026
3688 Jessup Wealth Management, Inc $335M 81 Jun 2026
3689 Persistent Asset Partners Ltd $335M 961 Jun 2026
3690 TPG Financial Advisors, LLC $335M 81 Jun 2026
3691 Seaview Investment Managers Llc $335M 257 Jun 2026
3692 Spinecap SAS $335M 16 Jun 2026
3693 Arkfeld Wealth Strategies, L.L.C. $334M 119 Jun 2026
3694 Wealth High Governance Capital Ltda $334M 35 Jun 2026
3695 Martin Investment Management, LLC $334M 46 Mar 2026
3696 Saiph Capital, LLC $334M 131 Jun 2026
3697 Slagle Financial, LLC $334M 127 Jun 2026
3698 Henry James International Management Inc. $334M 91 Jun 2026
3699 Elevation Wealth Partners, Llc $334M 1,305 Jun 2026
3700 Valley Forge Investment Consultants Inc Adv $334M 83 Mar 2026
Page 185 of 342  ·  6,839 managers