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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 117 of 257  ·  5,140 managers
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# Fund / Institution AUM ▼ Positions Period
2321 Strategic Investment Solutions, Inc. /IL $414M 8,494 Mar 2026
2322 Milestone Investment Advisors LLC $414M 139 Mar 2026
2323 Sequent Planning LLC $414M 242 Mar 2026
2324 Gibbs Wealth Management $413M 325 Dec 2025
2325 Outlook Wealth Advisors, LLC $413M 310 Mar 2026
2326 Varenne Capital Partners $413M 30 Mar 2026
2327 Centennial Wealth Advisory LLC $413M 160 Mar 2026
2328 Channel Wealth Llc $413M 175 Mar 2026
2329 Timber Creek Capital Management LLC $412M 78 Mar 2026
2330 Standpoint Asset Management, LLC $412M 8 Mar 2026
2331 BigSur Wealth Management LLC $412M 161 Dec 2025
2332 Clark Estates Inc/Ny $412M 98 Dec 2025
2333 Cincinnati Specialty Underwriters Insurance CO $412M 46 Mar 2026
2334 Hill Island Financial Llc $412M 84 Mar 2026
2335 Sollinda Capital Management LLC $412M 76 Mar 2026
2336 Long Corridor Asset Management Ltd $411M 38 Mar 2026
2337 Baker Tilly Wealth Management, Llc $411M 280 Mar 2026
2338 Legacy Wealth Asset Management, LLC $411M 374 Mar 2026
2339 McElhenny Sheffield Capital Management, LLC $411M 100 Dec 2025
2340 Technology Crossover Management VIII, Ltd. $411M 5 Dec 2025
Page 117 of 257  ·  5,140 managers
← Prev 1… 115 116 117 118 119 …257 Next →