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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 275 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
5481 Randall & Associates Wealth Management $162M 52 Jun 2026
5482 Chancellor Financial Group WB LP $162M 149 Jun 2026
5483 1620 Investment Advisors, Inc. $161M 678 Jun 2026
5484 Pinnacle Wealth Management, LLC $161M 31 Jun 2026
5485 Buckley Capital Advisors, LLC $161M 16 Jun 2026
5486 White & Co Financial Planning Inc $161M 20 Jun 2026
5487 Navigate Wealth Management, LLC $161M 79 Jun 2026
5488 Mendota Financial Group, LLC $161M 33 Jun 2026
5489 Aureum Wealth Management, LLC $161M 62 Jun 2026
5490 GreatBanc Trust CO $161M 114 Jun 2026
5491 Bosman Wealth Management, LLC $161M 56 Jun 2026
5492 Merkkuri Wealth Advisors LLC $161M 81 Jun 2026
5493 Murphy & Mullick Capital Management Corp $161M 666 Jun 2026
5494 Burr Financial Services, Llc $161M 26 Jun 2026
5495 Lighthouse Wealth Management Inc. $161M 47 Jun 2026
5496 Savoir Faire Capital Management, L.P. $161M 43 Jun 2026
5497 Summer Road LLC $161M 21 Jun 2026
5498 Mascagni Wealth Management, Inc. $161M 142 Jun 2026
5499 MidAtlantic Capital Management, Inc. $161M 86 Jun 2026
5500 Five Pine Wealth Management $161M 47 Mar 2026
Page 275 of 342  ·  6,839 managers