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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 267 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
5321 Heronetta Management, L.P. $173M 25 Dec 2025
5322 Archvest Wealth Advisors, Inc. $173M 73 Jun 2026
5323 Bullseye Asset Management LLC $173M 60 Mar 2026
5324 Hopwood Financial Services, Inc. $173M 92 Jun 2026
5325 Sander Capital Advisors Inc $173M 12 Mar 2026
5326 Grantvest Financial Group LLC $173M 246 Jun 2026
5327 Fundamenta Capital S.A. $172M 14 Jun 2026
5328 Sanders Morris Harris Llc $172M 75 Jun 2026
5329 Tranquilli Financial Advisor LLC $172M 130 Dec 2025
5330 Investidor Profissional Gestao de Recursos Ltda. $172M 23 Jun 2026
5331 Innovative Wealth Building LLC $172M 84 Jun 2026
5332 Aspire Growth Partners LLC $172M 128 Jun 2026
5333 Networth Advisors, LLC $172M 383 Jun 2026
5334 Benchmark Investment Advisors LLC $172M 76 Mar 2026
5335 Coastwise Capital Group, LLC $172M 145 Jun 2026
5336 Paladin Wealth, LLC $172M 134 Jun 2026
5337 Nicholson Wealth Management Group, LLC $172M 114 Mar 2026
5338 Stonekeep Investments, LLC $172M 81 Jun 2026
5339 Graphene Investments SAS $172M 42 Jun 2026
5340 Collaborative Fund Advisors, LLC $172M 182 Jun 2026
Page 267 of 342  ·  6,839 managers