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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 11 of 345  ·  6,881 managers
← Prev 1… 9 10 11 12 13 …345 Next →
# Fund / Institution AUM ▼ Positions Period
201 Golden Bell Financial Planning LLC $136.0B 41 Jun 2026
202 Core Wealth Advisors, Llc $135.7B 35 Jun 2026
203 Western Reserve Capital Management, LLC $134.9B 53 Jun 2026
204 PeakShares LLC $134.4B 122 Jun 2026
205 Elevation Wealth Management LLC $133.8B 280 Jun 2026
206 Rhumbline Advisers $132.6B 4,189 Jun 2026
207 New Dimensions Wealth Management, LLC $132.4B 21 Jun 2026
208 McCartney Wealth Management LLC $131.9B 65 Jun 2026
209 Kane Co Wealth Management, Inc. $131.8B 53 Jun 2026
210 Neuberger Berman Group Llc $131.4B 3,889 Mar 2026
211 Hudson Oak Wealth Advisory LLC $129.7B 52 Jun 2026
212 Ridge Creek Global, Inc $128.5B 94 Jun 2026
213 Primecap Management Co/Ca/ $127.0B 320 Mar 2026
214 State Farm Mutual Automobile Insurance Co $126.9B 197 Mar 2026
215 Clio Asset Management LLC $125.8B 15 Jun 2026
216 Shuttleworth & Co $125.1B 51 Jun 2026
217 Kassira Wealth Management LLC $124.7B 64 Jun 2026
218 Sherwood Financial Partners, LLC $124.2B 8 Jun 2026
219 ATLas Financial Planning LLC $123.3B 69 Jun 2026
220 Wealth Advisory Team LLC $123.0B 39 Jun 2026
Page 11 of 345  ·  6,881 managers
← Prev 1… 9 10 11 12 13 …345 Next →