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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 191 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
3801 Westshore Wealth, LLC $322M 107 Jun 2026
3802 Whelan Financial $322M 88 Mar 2026
3803 Jackson, Grant Investment Advisers, Inc. $322M 421 Jun 2026
3804 Ketron Financial $322M 64 Jun 2026
3805 Mathes Company, Inc. $322M 129 Jun 2026
3806 AJ Advisors, LLC $322M 37 Jun 2026
3807 MKT Advisors LLC $322M 155 Jun 2026
3808 Sonoma Allocations LLC $322M 118 Jun 2026
3809 Realta Investment Advisors $322M 378 Jun 2026
3810 Hall Laurie J Trustee $322M 267 Jun 2026
3811 Town & Country Bank & Trust CO dba First Bankers Trust CO $321M 153 Jun 2026
3812 Edenbrook Capital, LLC $321M 28 Mar 2026
3813 Financial Life Advisors $321M 52 Mar 2026
3814 RJA Asset Management LLC $321M 4 Jun 2026
3815 Glass Jacobson Investment Advisors llc $321M 618 Jun 2026
3816 TMB Capital Partners, LLC $321M 177 Jun 2026
3817 Leisure Capital Management $320M 160 Jun 2026
3818 Biltmore Wealth Management, LLC $320M 58 Jun 2026
3819 Hamilton Capital Partners, Llc $320M 30 Mar 2026
3820 Samalin Investment Counsel, LLC $320M 336 Jun 2026
Page 191 of 342  ·  6,839 managers