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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 88 of 342  ·  6,829 managers
# Fund / Institution AUM ▼ Positions Period
1741 Global Strategic Investment Solutions, LLC $1.1B 151 Jun 2026
1742 Technology Crossover Management IX, Ltd. $1.1B 6 Dec 2025
1743 Great Lakes Retirement, Inc. $1.1B 216 Jun 2026
1744 First Business Financial Services, Inc. $1.1B 192 Mar 2026
1745 Wealth Management Nebraska $1.1B 106 Jun 2026
1746 Zuckerman Investment Group, LLC $1.1B 137 Dec 2025
1747 Salomon & Ludwin, LLC $1.1B 2,097 Mar 2026
1748 Private Trust Co Na $1.1B 2,614 Mar 2026
1749 Cornerstone Capital, Inc. $1.1B 120 Jun 2026
1750 HCR Wealth Advisors $1.1B 259 Jun 2026
1751 Canandaigua National Corp $1.1B 310 Mar 2026
1752 Viking Fund Management Llc $1.1B 146 Jun 2026
1753 Advyzon Investment Management, LLC $1.1B 1,195 Mar 2026
1754 Versant Capital Management, Inc $1.1B 2,745 Jun 2026
1755 JGP Wealth Management, LLC $1.1B 231 Jun 2026
1756 Frec Markets, Inc. $1.1B 905 Jun 2026
1757 Rockbridge Investment Management, LCC $1.1B 137 Mar 2026
1758 Matrix Asset Advisors Inc/Ny $1.1B 107 Dec 2025
1759 TD Capital Management LLC $1.1B 853 Mar 2026
1760 Trust Co $1.1B 908 Jun 2026
Page 88 of 342  ·  6,829 managers