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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 44 of 189  ·  3,761 managers
# Fund / Institution AUM ▼ Positions Period
861 PDS Planning, Inc $1.5B 561 Mar 2026
862 Fairholme Capital Management Llc $1.5B 10 Mar 2026
863 Sage Financial Group Inc $1.5B 106 Dec 2025
864 Lakewood Capital Management, Lp $1.5B 63 Dec 2025
865 Meritage Portfolio Management $1.5B 323 Dec 2025
866 Howard Capital Management Group, LLC $1.5B 144 Mar 2026
867 Johnson Financial Group, LLC $1.5B 185 Mar 2026
868 Theleme Partners LLP $1.5B 10 Mar 2026
869 Norris Perne & French Llp/Mi $1.5B 139 Mar 2026
870 Sound View Wealth Advisors Group, LLC $1.5B 416 Dec 2025
871 Uhlmann Price Securities, Llc $1.5B 254 Mar 2026
872 Plato Investment Management Ltd $1.5B 516 Mar 2026
873 Oak Associates Ltd /Oh/ $1.5B 140 Mar 2026
874 Kathmere Capital Management, LLC $1.5B 577 Dec 2025
875 Nicolet Advisory Services, Llc $1.5B 421 Dec 2025
876 American Assets Investment Management, LLC $1.5B 146 Mar 2026
877 Cahaba Wealth Management, Inc. $1.5B 154 Mar 2026
878 Lutz Financial Services LLC $1.5B 102 Dec 2025
879 Kentucky Retirement Systems Insurance Trust Fund $1.5B 492 Mar 2026
880 Adelante Capital Management LLC $1.5B 42 Mar 2026
Page 44 of 189  ·  3,761 managers