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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 123 of 257  ·  5,139 managers
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# Fund / Institution AUM ▼ Positions Period
2441 Accel Wealth Management $383M 290 Mar 2026
2442 Quadratic Capital Management LLC $383M 2 Mar 2026
2443 Milestones Administradora de Recursos Ltda. $383M 17 Mar 2026
2444 RV Capital $383M 13 Mar 2026
2445 Luminvest Wealth Management LLC $382M 55 Mar 2026
2446 Rosenblum Silverman Sutton S F Inc /ca $382M 76 Mar 2026
2447 BankPlus Trust Department $382M 502 Dec 2025
2448 Kercheville Advisors, LLC $382M 117 Dec 2025
2449 Briaud Financial Planning Inc $381M 38 Mar 2026
2450 Cerro Pacific Wealth Advisors LLC $381M 159 Mar 2026
2451 Chase Investment Counsel Corp $381M 149 Mar 2026
2452 Strategic Family Wealth Counselors, L.L.C. $381M 163 Mar 2026
2453 Joseph Group Capital Management $381M 275 Dec 2025
2454 Aquire Wealth Advisors, LLC $381M 49 Mar 2026
2455 Marks Wealth, LLC $380M 12 Mar 2026
2456 Butensky & Cohen Financial Security, Inc $380M 132 Mar 2026
2457 Muhlenkamp & Co Inc $380M 29 Mar 2026
2458 Empirical Asset Management, LLC $379M 396 Mar 2026
2459 Cardinal Strategic Wealth Guidance $379M 63 Mar 2026
2460 Somerville Kurt F $379M 402 Mar 2026
Page 123 of 257  ·  5,139 managers
← Prev 1… 121 122 123 124 125 …257 Next →