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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 291 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
5801 Fox Financial, Inc $144M 12 Jun 2026
5802 Woodside Wealth Management LLC $144M 45 Jun 2026
5803 Pathway Wealth Management Llc $143M 31 Jun 2026
5804 Jordan Park Trust Co LLC $143M 15 Jun 2026
5805 Integrated Capital Management, Inc. $143M 57 Jun 2026
5806 Menard Financial Group LLC $143M 82 Mar 2026
5807 Maxele Advisors, LLC $143M 98 Jun 2026
5808 Petiole USA ltd $143M 32 Mar 2026
5809 Commons Capital, Llc $143M 96 Jun 2026
5810 Matters Capital Llc $143M 75 Jun 2026
5811 Camelot Portfolios, LLC $143M 215 Jun 2026
5812 Midwestern Financial, LLC /IA $143M 54 Jun 2026
5813 LifePlan Financial, LLC $143M 89 Jun 2026
5814 Gilbert Capital Group, Inc. $143M 56 Jun 2026
5815 Guardsman Private Capital Management, Inc. $143M 44 Jun 2026
5816 Rye Brook Capital LLC $143M 40 Jun 2026
5817 Peak Wealth Management LLC $143M 59 Jun 2026
5818 Tme Financial, Inc. $142M 72 Dec 2025
5819 Gunpowder Capital Management, LLC dba Oliver Wealth Management $142M 408 Jun 2026
5820 Greenhouse Wealth Management, LLC $142M 52 Jun 2026
Page 291 of 342  ·  6,839 managers