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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 66 of 192  ·  3,822 managers
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# Fund / Institution AUM ▼ Positions Period
1301 Geometric Wealth Advisors $777M 80 Dec 2025
1302 Axq Capital, Lp $777M 973 Mar 2026
1303 Nottingham Advisors, Inc. $777M 112 Mar 2026
1304 BlueSky Wealth Advisors, LLC $777M 115 Mar 2026
1305 Liberty Wealth Management Llc $775M 249 Dec 2025
1306 Gilbert & Cook, Inc. $774M 221 Mar 2026
1307 Sylebra Capital Llc $774M 11 Mar 2026
1308 Valley National Advisers Inc $773M 982 Mar 2026
1309 Wahed Invest LLC $770M 225 Mar 2026
1310 CRA Financial Services, LLC $770M 296 Mar 2026
1311 Qtron Investments LLC $769M 428 Dec 2025
1312 Phocas Financial Corp. $769M 148 Dec 2025
1313 Fiducient Advisors Llc $765M 139 Mar 2026
1314 Camrose Capital Investment Partners LLP $764M 10 Mar 2026
1315 Parr Mcknight Wealth Management Group, Llc $763M 214 Mar 2026
1316 Cannon Financial Strategists, Inc. $761M 109 Mar 2026
1317 Opaleye Management Inc. $758M 54 Dec 2025
1318 Meridian Wealth Advisors, LLC $756M 202 Mar 2026
1319 Hunter Associates Investment Management Llc $756M 274 Mar 2026
1320 John G Ullman & Associates Inc $754M 174 Mar 2026
Page 66 of 192  ·  3,822 managers
← Prev 1… 64 65 66 67 68 …192 Next →