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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 204 of 224  ·  4,469 managers
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# Fund / Institution AUM ▼ Positions Period
4061 Pathway Wealth Management Llc $106M 30 Mar 2026
4062 Trask Adam Roland $106M 190 Mar 2026
4063 Ishara Investments LP $106M 37 Mar 2026
4064 Littlejohn & Co Llc $106M 18 Mar 2026
4065 Bayhunt Capital LLC $106M 20 Mar 2026
4066 Dara Capital Us, Inc. $105M 119 Mar 2026
4067 Aldebaran Financial Inc. $105M 76 Mar 2026
4068 Sentinel Dome Partners, LLC $105M 29 Mar 2026
4069 Alpha Capital Advisors Inc /Adv $105M 32 Mar 2026
4070 Northland Securities, Inc. $105M 108 Mar 2026
4071 American National Bank of Texas $105M 63 Mar 2026
4072 Artesa Financial Group, LLC $105M 55 Mar 2026
4073 Expressive Wealth LLC $105M 130 Mar 2026
4074 Weaver C. Barksdale & Associates, Inc. $105M 62 Mar 2026
4075 Gritstone Asset Management Llc $105M 148 Dec 2025
4076 Palladiem, Llc $105M 166 Mar 2026
4077 Signet Private Wealth LLC $105M 118 Mar 2026
4078 HighRoad Wealth Advisors, LLC $105M 35 Dec 2025
4079 Peck Wealth Management, LLC $105M 134 Sep 2025
4080 JHP Wealth Management, LLC $105M 32 Mar 2026
Page 204 of 224  ·  4,469 managers
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