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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 211 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4201 Entrewealth, Llc $270M 140 Jun 2026
4202 NavPoint Financial, Inc. $270M 74 Jun 2026
4203 Verisail Partners, LLC $270M 26 Jun 2026
4204 American Financial Group Inc $270M 87 Mar 2026
4205 Titan Wealth (CI) Ltd $269M 51 Jun 2026
4206 Allie Family Office LLC $269M 107 Jun 2026
4207 Wittenberg Investment Management, Inc. $269M 74 Mar 2026
4208 Zeno Equity Partners LLP $269M 16 Jun 2026
4209 5T Wealth, LLC $269M 134 Jun 2026
4210 V2 Financial group LLC $268M 123 Jun 2026
4211 Oakcliff Capital Partners, LP $268M 9 Jun 2026
4212 Carnegie Lake Advisors LLC $268M 168 Jun 2026
4213 Mad River Investors $268M 30 Jun 2026
4214 Aspect Partners, LLC $268M 905 Jun 2026
4215 Anb Bank $268M 201 Jun 2026
4216 Everest Private Wealth $268M 85 Jun 2026
4217 New England Professional Planning Group Inc. $268M 50 Jun 2026
4218 S&T Bank/PA $268M 516 Mar 2026
4219 Washington State Investment Board $268M 2 Jun 2026
4220 Empower Annuity Insurance Co $268M 1 Mar 2026
Page 211 of 342  ·  6,839 managers