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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 282 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
5621 Maytree Asset Management Ltd $154M 44 Jun 2026
5622 Macco Financial Group, Inc. $154M 22 Jun 2026
5623 Hoese & Co LLP $154M 203 Jun 2026
5624 Safir Wealth Advisors, LLC $154M 17 Jun 2026
5625 SageOak Financial, LLC $154M 37 Jun 2026
5626 Millbank Dartmoor Portsmouth Llc $154M 2 Mar 2026
5627 Anson Capital, Inc. $154M 93 Jun 2026
5628 Orvieto Partners, L.P. $154M 46 Jun 2026
5629 Illumine Investment Management, LLC $154M 95 Jun 2026
5630 bLong Financial, LLC $154M 80 Jun 2026
5631 Stillwater Private Wealth, LLC $153M 83 Jun 2026
5632 Mount Vernon Associates Inc /Md/ $153M 62 Jun 2026
5633 Redstone Wealth Management, Llc $153M 31 Jun 2026
5634 Muirfield Wealth Advisors Llc $153M 87 Jun 2026
5635 Floyd Financial Group Llc $153M 65 Jun 2026
5636 DiPaolo Financial Group, Inc. $153M 47 Jun 2026
5637 Act Capital Management, Llc $153M 62 Jun 2026
5638 DKM Wealth Management, Inc. $153M 74 Jun 2026
5639 Goldenstone Wealth Management LLC $153M 76 Jun 2026
5640 Interactive Financial Advisors, Inc. $153M 78 Mar 2026
Page 282 of 342  ·  6,839 managers