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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 197 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
3921 Texas Bank & Trust Co $305M 467 Jun 2026
3922 Borer Denton & Associates, Inc. $305M 74 Jun 2026
3923 Carroll Advisory Group, LLC $305M 93 Jun 2026
3924 IronBridge Private Wealth, LLC $304M 81 Jun 2026
3925 Roehl & Yi Investment Advisors, LLC $304M 194 Jun 2026
3926 Tejara Capital Ltd $303M 73 Mar 2026
3927 Carmel Capital Partners, LLC $303M 148 Jun 2026
3928 Four Tree Island Advisory LLC $303M 24 Jun 2026
3929 Bain Capital Credit, LP $303M 6 Mar 2026
3930 David Kennon Inc $303M 45 Jun 2026
3931 First Dallas Securities Inc. $303M 125 Jun 2026
3932 Wealth Advisors of Tampa Bay, LLC $302M 93 Mar 2026
3933 American Financial Group Inc 401(K) Retirement & Savings Plan $302M 1 Mar 2026
3934 Landmark Wealth Management, Inc. $302M 71 Jun 2026
3935 Rede Wealth, LLC $302M 118 Jun 2026
3936 Armstrong, Fleming & Moore, Inc $302M 115 Jun 2026
3937 Jackson Creek Investment Advisors LLC $302M 312 Jun 2026
3938 OMC Financial Services LTD $302M 61 Jun 2026
3939 DHJJ Financial Advisors, Ltd. $302M 1,081 Mar 2026
3940 E Fund Management (Hong Kong) Co., Ltd. $302M 551 Jun 2026
Page 197 of 342  ·  6,839 managers