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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 295 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
5881 Approach Retirement Advisors, LLC $138M 82 Jun 2026
5882 Littlejohn Financial Services, Inc. $138M 71 Jun 2026
5883 Octahedron Capital Management L.P. $138M 18 Mar 2026
5884 Rubicon Advisors, GP $137M 86 Jun 2026
5885 Pitti Group Wealth Management, LLC $137M 84 Jun 2026
5886 Gts Financial, Llc $137M 42 Jun 2026
5887 Ferguson Johnson Wealth Management Inc $137M 38 Jun 2026
5888 Farnam Financial LLC $137M 53 Jun 2026
5889 Stephen J. Garry & Associates, Llc $137M 55 Jun 2026
5890 Bank of Marin $137M 152 Mar 2026
5891 Daytona Street Capital LLC $137M 279 Jun 2026
5892 Syntax Research, Inc. $137M 179 Jun 2026
5893 Generation Capital Management LLC $137M 74 Mar 2026
5894 Impact Investors, Inc $137M 130 Jun 2026
5895 Stone Wealth Partners $137M 63 Jun 2026
5896 Barrier Capital Management, LLC $137M 18 Jun 2026
5897 Momentum Wealth Planning, LLC $137M 39 Jun 2026
5898 Timmons Wealth Management, LLC $137M 75 Jun 2026
5899 Investment Advisory Services Group LLC $137M 37 Jun 2026
5900 Axos Invest Inc. $137M 20 Jun 2026
Page 295 of 342  ·  6,839 managers