BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Directory
Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 218 of 256  ·  5,117 managers
# Fund / Institution AUM ▼ Positions Period
4341 Fiduciary Advisors, Inc. $133M 121 Mar 2026
4342 Legacy Advisory Services, LLC $133M 50 Dec 2025
4343 Phillips Wealth Planners LLC $133M 210 Mar 2026
4344 Harbour Wealth Management Group, Inc. $133M 89 Mar 2026
4345 Centerpoint Advisory Group $133M 108 Mar 2026
4346 Forty-three Eighteen Advisors, LLC $133M 75 Mar 2026
4347 Whi Trust Co Llc $133M 95 Mar 2026
4348 Madrid Wealth Management, LLC $133M 70 Mar 2026
4349 Signal Tree Financial Partners Llc $132M 47 Mar 2026
4350 Global Trust Wealth Management LLC $132M 83 Mar 2026
4351 Axos Invest Inc. $132M 19 Mar 2026
4352 Virtus Fixed Income Advisers, LLC $132M 24 Dec 2025
4353 Katamaran Capital LLP $132M 34 Dec 2025
4354 Park State Asset Management $132M 20 Mar 2026
4355 Boyce & Associates Wealth Consulting, Inc. $132M 80 Mar 2026
4356 Sincerus Advisory, LLC $132M 76 Mar 2026
4357 Phillip James Consulting Co. $132M 378 Mar 2026
4358 Reicon Wealth Advisors, Llc $132M 72 Mar 2026
4359 CFC Planning Co LLC $132M 72 Dec 2025
4360 Fairway Financial, LLC $132M 23 Mar 2026
Page 218 of 256  ·  5,117 managers