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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 317 of 342  ·  6,840 managers
# Fund / Institution AUM ▼ Positions Period
6321 Oregon Pacific Wealth Management, LLC $107M 156 Jun 2026
6322 American Wealth Advisors, LLC $107M 42 Jun 2026
6323 Ebert Capital Management Inc. $107M 28 Jun 2026
6324 CFG Wealth Management Services, Inc. $107M 80 Jun 2026
6325 Haven Global Partners, LLC $106M 8 Mar 2026
6326 Plus Group Wealth Advisors LLC $106M 48 Jun 2026
6327 Wallace Advisory Group, LLC $106M 257 Jun 2026
6328 Opus Financial Solutions LLC $106M 103 Mar 2026
6329 Calder Financial LLC $106M 43 Jun 2026
6330 RK Asset Management, LLC $106M 23 Dec 2025
6331 Expressive Wealth LLC $106M 133 Jun 2026
6332 Regatta Research & Money Management $106M 3,120 Jun 2026
6333 Elevated Private Wealth, LLC $106M 76 Jun 2026
6334 Trask Adam Roland $106M 190 Mar 2026
6335 OneAscent Investment Solutions LLC $106M 144 Jun 2026
6336 Bayhunt Capital LLC $106M 20 Mar 2026
6337 Hyposwiss Advisors SA $106M 105 Jun 2026
6338 Board of the Pension Protection Fund $105M 110 Jun 2026
6339 Villanova Investment Management Co LLC $105M 56 Jun 2026
6340 Generations Wealth, LLC $105M 36 Jun 2026
Page 317 of 342  ·  6,840 managers