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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 208 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4141 Envision Financial Planning, LLC $276M 51 Mar 2026
4142 Wd Rutherford Llc $276M 75 Jun 2026
4143 Bigelow Investment Advisors, LLC $276M 157 Jun 2026
4144 Kilter Group LLC $276M 1,581 Jun 2026
4145 WealthCollab, LLC $276M 1,060 Jun 2026
4146 Mine & Arao Wealth Creation & Management, LLC. $276M 78 Jun 2026
4147 MRA Advisory Group $276M 159 Jun 2026
4148 Islander Capital Partners, L.P. $276M 13 Jun 2026
4149 Wealth Analytics Partners, LLC $276M 50 Jun 2026
4150 Greykasell Wealth Strategies, Inc. $275M 483 Jun 2026
4151 Ted Buchan & Co $275M 88 Mar 2026
4152 Heathbridge Capital Management Ltd. $275M 29 Mar 2026
4153 Dopkins Wealth Management, Llc $275M 90 Jun 2026
4154 Valued Wealth Advisors LLC $275M 913 Jun 2026
4155 Renesas Electronics America Inc. $275M 1 Mar 2026
4156 Thurston, Springer, Miller, Herd & Titak, Inc. $275M 215,435 Jun 2026
4157 American Capital Advisory, LLC $275M 1,164 Jun 2026
4158 Wills Financial Group LLC $275M 75 Jun 2026
4159 Westfuller Advisors, LLC $275M 770 Jun 2026
4160 Allred Capital Management, LLC $275M 155 Mar 2026
Page 208 of 342  ·  6,839 managers