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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 298 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
5941 Valtrion Capital Management, LLC $134M 103 Jun 2026
5942 Hingham Institution for Savings $134M 15 Jun 2026
5943 Boreal Capital Management LLC $134M 507 Jun 2026
5944 Kraematon Investment Advisors, Inc $134M 103 Jun 2026
5945 Vista Cima Wealth Management LLC $134M 49 Jun 2026
5946 Lwm Advisors Inc $134M 37 Jun 2026
5947 Arnold Financial Planning LLC $134M 41 Jun 2026
5948 Waystone Advisors Llc $134M 110 Jun 2026
5949 Asempa Wealth Advisors $134M 125 Jun 2026
5950 ADW Capital Management, LLC $134M 5 Dec 2025
5951 Freestate Advisors LLC $134M 42 Jun 2026
5952 Prairieview Wealth Partners, Llc $134M 29 Jun 2026
5953 Integrated Wealthcare, Llc $134M 29 Jun 2026
5954 RoundAngle Advisors LLC $134M 60 Mar 2026
5955 Paller Financial Services Inc $134M 44 Jun 2026
5956 BluePrint Investing LLC $134M 26 Jun 2026
5957 McAlvany Wealth Management LLC $134M 48 Jun 2026
5958 Eagle Bay Advisors LLC $134M 141 Jun 2026
5959 Dwr Wealth Management, Llc $134M 56 Jun 2026
5960 Cannae Holdings, Inc. $134M 2 Jun 2026
Page 298 of 342  ·  6,839 managers