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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 12 of 251  ·  5,004 managers
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# Fund / Institution AUM ▼ Positions Period
221 GSK plc $599.2B 13 Mar 2026
222 Financial Strategies Group, Inc. $597.8B 101 Mar 2026
223 Encompass More Asset Management $596.5B 251 Mar 2026
224 Balboa Wealth Partners $596.2B 455 Mar 2026
225 Bornite Capital Management LP $594.8B 17 Mar 2026
226 Prevail Innovative Wealth Advisors, Llc $594.1B 178 Mar 2026
227 Ritter Daniher Financial Advisory LLC / DE $589.4B 592 Mar 2026
228 Elwood & Goetz Wealth Advisory Group, LLC $589.1B 138 Mar 2026
229 West Financial Advisors, LLC $589.1B 193 Mar 2026
230 Blume Capital Management, Inc. $588.1B 337 Mar 2026
231 Premier Financial Group $587.3B 46 Mar 2026
232 Frec Markets, Inc. $587.2B 644 Mar 2026
233 Talos Eurisko Asset Management LP $585.3B 23 Mar 2026
234 Arcadia Investment Management Corp/Mi $583.9B 367 Mar 2026
235 Mountain Pacific Investment Advisers Llc $583.7B 141 Mar 2026
236 Goodman Financial Corp $581.9B 77 Mar 2026
237 Jb Capital Partners Lp $580.5B 85 Mar 2026
238 Leonard Rickey Investment Advisors P.L.L.C. $577.9B 118 Mar 2026
239 Webs Creek Capital Management LP $577.5B 14 Mar 2026
240 Ellis Investment Partners, LLC $576.3B 268 Mar 2026
Page 12 of 251  ·  5,004 managers
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