BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Directory
Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 106 of 345  ·  6,895 managers
# Fund / Institution AUM ▼ Positions Period
2101 Pathway Financial Advisors LLC $857M 130 Jun 2026
2102 Mattern Capital Management, Llc $857M 166 Jun 2026
2103 Slow Capital, Inc. $857M 111 Jun 2026
2104 Alley Investment Management Company, LLC $856M 89 Jun 2026
2105 Evolution Wealth Advisors, LLC $855M 181 Jun 2026
2106 Brio Consultants, LLC $853M 164 Jun 2026
2107 United Bank $853M 254 Jun 2026
2108 Burton Enright Welch $852M 146 Jun 2026
2109 Capital Advisors Wealth Management, LLC $851M 231 Jun 2026
2110 Harbor Group, Inc. $851M 115 Jun 2026
2111 Evelyn Partners Investment Management Services Ltd $850M 281 Mar 2026
2112 Legacy Advisors, LLC $848M 279 Mar 2026
2113 Ellevest, Inc. $848M 469 Jun 2026
2114 Apollon Financial, LLC $848M 294 Jun 2026
2115 Peterson Wealth Advisors, LLC $846M 120 Jun 2026
2116 Eubel Brady & Suttman Asset Management Inc $845M 113 Mar 2026
2117 Archon Partners LLC $845M 39 Mar 2026
2118 Lineweaver Wealth Advisors, LLC $845M 182 Jun 2026
2119 Parr Mcknight Wealth Management Group, Llc $844M 219 Jun 2026
2120 Occidental Asset Management, LLC $844M 284 Mar 2026
Page 106 of 345  ·  6,895 managers