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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 302 of 342  ·  6,839 managers
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# Fund / Institution AUM ▼ Positions Period
6021 Monetta Financial Services Inc $129M 58 Mar 2026
6022 Sherman Asset Management, Inc. $129M 136 Jun 2026
6023 Dag Ventures, Llc $129M 3 Mar 2026
6024 CrossGen Wealth, LLC $129M 214 Jun 2026
6025 Koenig Investment Advisory, LLC $129M 37 Jun 2026
6026 Quest 10 Wealth Builders, Inc. $129M 811 Jun 2026
6027 Linden Rose Investment LLC $129M 8 Jun 2026
6028 Professional Financial Solutions Llc /Adv $129M 41 Jun 2026
6029 JMN Financial LLC $129M 229 Jun 2026
6030 William Howard & Co Financial Advisors Inc $129M 54 Jun 2026
6031 Afg Fiduciary Services Limited Partnership $128M 60 Jun 2026
6032 TT Capital Management LLC $128M 77 Jun 2026
6033 Journey Retirement Planning & Investment Management Llc $128M 308 Jun 2026
6034 Kennon-Green & Company, LLC $128M 41 Jun 2026
6035 Milfam Llc $128M 13 Jun 2026
6036 Journey Beyond Wealth, LLC $128M 30 Jun 2026
6037 SBI Holdings USA, Inc. $128M 1 Dec 2025
6038 Cdkv Holdings Llc $128M 276 Jun 2026
6039 Brooklands Fund Management Ltd $128M 46 Jun 2026
6040 Lord & Richards Wealth Management, LLC $128M 181 Jun 2026
Page 302 of 342  ·  6,839 managers
← Prev 1… 300 301 302 303 304 …342 Next →