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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 242 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4821 Banque de Luxembourg S.A. $212M 79 Jun 2026
4822 Sun Financial Inc $212M 161 Jun 2026
4823 David J Yvars Group $212M 106 Jun 2026
4824 Clark Financial Services Group Inc /Bd $212M 158 Jun 2026
4825 StoryOne LLC $212M 79 Jun 2026
4826 Panoramic Capital Partners, LLC $212M 72 Jun 2026
4827 Merrion Investment Management Co, LLC $211M 106 Jun 2026
4828 Henderson Brothers Financial Partners, LLC $211M 77 Jun 2026
4829 Alpine Fox Capital LLC $211M 24 Jun 2026
4830 RCS Financial Planning, LLC $211M 102 Jun 2026
4831 Investments & Financial Planning, LLC $211M 40 Jun 2026
4832 Canerector Inc $211M 9 Mar 2026
4833 McCarthy Asset Management, Inc. $211M 29 Jun 2026
4834 Kure Advisory, LLC $211M 62 Jun 2026
4835 Stegner Investment Associates Inc. $210M 31 Jun 2026
4836 Chou Associates Management Inc. $210M 31 Mar 2026
4837 Three Cord True Wealth Management, LLC $210M 43 Jun 2026
4838 Beckerman Institutional, LLC $210M 124 Jun 2026
4839 Blue Sky Capital Consultants Group, Inc. $210M 76 Mar 2026
4840 Baron Financial Group, LLC $210M 56 Jun 2026
Page 242 of 342  ·  6,839 managers