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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 38 of 257  ·  5,131 managers
# Fund / Institution AUM ▼ Positions Period
741 Spruce House Investment Management Llc $2.8B 11 Mar 2026
742 James Hambro & Partners LLP $2.8B 55 Dec 2025
743 Maplelane Capital, Llc $2.8B 190 Mar 2026
744 Focus Financial Network, Inc. $2.8B 729 Mar 2026
745 Valpey Financial Services, LLC $2.8B 72 Dec 2025
746 GeoWealth Management, LLC $2.8B 950 Mar 2026
747 CWA Asset Management Group, LLC $2.8B 643 Dec 2025
748 Zwj Investment Counsel Inc $2.8B 241 Mar 2026
749 Smartleaf Asset Management LLC $2.8B 3,510 Mar 2026
750 Yaupon Capital Management LP $2.8B 108 Dec 2025
751 Nan Shan Life Insurance Co., Ltd. $2.8B 87 Mar 2026
752 Prana Capital Management, LP $2.8B 115 Dec 2025
753 Avidian Wealth Enterprises, LLC $2.7B 576 Dec 2025
754 GLOBALT Investments LLC / GA $2.7B 204 Dec 2025
755 Western Wealth Management, LLC $2.7B 3,051 Mar 2026
756 CBIZ Investment Advisory Services, LLC $2.7B 422 Mar 2026
757 Patient Capital Management, LLC $2.7B 40 Mar 2026
758 Profund Advisors Llc $2.7B 1,092 Mar 2026
759 Mirae Asset Securities (Usa) Inc. $2.7B 153 Mar 2026
760 GC Wealth Management RIA, LLC $2.7B 649 Dec 2025
Page 38 of 257  ·  5,131 managers