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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 207 of 257  ·  5,131 managers
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# Fund / Institution AUM ▼ Positions Period
4121 Phil A. Younker & Associates, Ltd. $150M 36 Mar 2026
4122 Thompson Davis & Co., Inc. $150M 141 Mar 2026
4123 CPR Investments Inc. $150M 51 Mar 2026
4124 Lakeside Advisors, INC. $150M 65 Mar 2026
4125 Genesis Wealth Advisors, LLC $150M 64 Mar 2026
4126 VERITY Wealth Advisors $150M 81 Mar 2026
4127 Thryve Wealth Management Llc $150M 43 Mar 2026
4128 Wright Wealth LLC $149M 69 Mar 2026
4129 Zeit Capital LLC $149M 53 Mar 2026
4130 HC Advisors, LLC $149M 60 Mar 2026
4131 Community Bank of Raymore $149M 123 Mar 2026
4132 Sagace Wealth Management LLC $149M 75 Mar 2026
4133 Alpha Wealth Funds, LLC $149M 41 Mar 2026
4134 Valley Brook Capital Group, Inc. $149M 112 Mar 2026
4135 Forthright Family Wealth Advisory LLC $149M 50 Mar 2026
4136 Rainier Family Wealth Inc $149M 93 Mar 2026
4137 Mainstream Capital Management LLC $149M 88 Mar 2026
4138 Systrade AG $149M 11 Mar 2026
4139 Cathy Pareto & Associates, Inc $149M 96 Mar 2026
4140 Atala Financial Inc $149M 117 Mar 2026
Page 207 of 257  ·  5,131 managers
← Prev 1… 205 206 207 208 209 …257 Next →