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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 115 of 344  ·  6,879 managers
# Fund / Institution AUM ▼ Positions Period
2281 Financial Advisory Corp $754M 58 Jun 2026
2282 SC&H Financial Advisors, Inc. $754M 160 Jun 2026
2283 Acorn Financial Advisory Services Inc /Adv $753M 223 Jun 2026
2284 Talon Private Wealth, LLC $753M 315 Mar 2026
2285 Stone House Investment Management, LLC $752M 1,339 Jun 2026
2286 Northwest Financial Advisors $752M 89 Jun 2026
2287 TRB Wealth Management, LLC $751M 296 Jun 2026
2288 Cercano Management LLC $750M 155 Jun 2026
2289 Defilade Capital Management, L.P. $747M 39 Jun 2026
2290 Bdf-Gestion $747M 143 Jun 2026
2291 Permanent Capital Management, LP $747M 211 Jun 2026
2292 Monarch Alternative Capital LP $745M 5 Sep 2025
2293 CIBC Capital Markets (Europe) S.A. $745M 10 Jun 2026
2294 Heritage Investment Group, Inc. $744M 135 Jun 2026
2295 Commonwealth Financial Services, LLC $744M 317 Jun 2026
2296 Hendershot Investments Inc. $744M 129 Mar 2026
2297 Regatta Capital Group, Llc $744M 223 Jun 2026
2298 Well Done, LLC $743M 202 Jun 2026
2299 CFO4Life Group, LLC $743M 237 Jun 2026
2300 Northcape Capital Pty Ltd $742M 8 Jun 2026
Page 115 of 344  ·  6,879 managers