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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 188 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
3741 Buttonwood Financial Advisors Inc. $329M 110 Jun 2026
3742 Omega Financial Group, LLC $329M 91 Jun 2026
3743 Edentree Asset Management Ltd $328M 66 Jun 2026
3744 Encompass Wealth Advisors, Llc $328M 109 Jun 2026
3745 Davis Investment Partners, LLC $328M 172 Jun 2026
3746 Kercheville Advisors, LLC $328M 108 Jun 2026
3747 Ferguson Shapiro LLC $328M 87 Mar 2026
3748 Stance Capital Llc $328M 429 Jun 2026
3749 Pecaut & Co. $328M 65 Jun 2026
3750 Kaydan Wealth Management, Inc. $328M 115 Jun 2026
3751 Madden Securities Corp $328M 115 Dec 2025
3752 Aft, Forsyth & Sober, LLC $328M 62 Mar 2026
3753 Engaged Capital LLC $327M 10 Jun 2026
3754 Richard W. Paul & Associates, LLC $327M 320 Jun 2026
3755 Fi3 Financial Advisors, Llc $327M 192 Dec 2025
3756 Dalal Street, LLC $327M 4 Jun 2026
3757 Tred Avon Family Wealth, Llc $327M 262 Jun 2026
3758 Rogco, Lp $327M 224 Jun 2026
3759 JCIC Asset Management Inc. $326M 113 Jun 2026
3760 J. H. Whitney Equity Partners VI, LLC $326M 1 Mar 2026
Page 188 of 342  ·  6,839 managers