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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 124 of 344  ·  6,870 managers
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# Fund / Institution AUM ▼ Positions Period
2461 Brady Martz Wealth Solutions, LLC $662M 228 Jun 2026
2462 Factor Wealth Management LTD $661M 170 Jun 2026
2463 Decheng Capital LLC $661M 14 Mar 2026
2464 Fourth Sail Capital LP $660M 26 Jun 2026
2465 Partners in Financial Planning $660M 131 Jun 2026
2466 Chandler Asset Management, Inc. $659M 23 Mar 2026
2467 Essex LLC $659M 180 Jun 2026
2468 West Financial Advisors, LLC $659M 224 Jun 2026
2469 Allen Mooney & Barnes Investment Advisors LLC $658M 152 Jun 2026
2470 Alpha Omega Wealth Management LLC $657M 208 Jun 2026
2471 Ritter Daniher Financial Advisory LLC / DE $657M 606 Jun 2026
2472 Clear Trail Advisors, LLC $655M 161 Jun 2026
2473 Sovereign Financial Group, Inc. $654M 386 Jun 2026
2474 Marble Wealth, LLC $653M 234 Jun 2026
2475 Endurance Services Ltd $653M 8 Jun 2026
2476 Financial Management Network Inc $653M 191 Mar 2026
2477 Stamos Capital Partners, L.P. $653M 140 Jun 2026
2478 Johnson & Johnson $652M 16 Mar 2026
2479 Nordwand Advisors, LLC $652M 146 Jun 2026
2480 Three Arch Wealth Management LLC $652M 69 Jun 2026
Page 124 of 344  ·  6,870 managers
← Prev 1… 122 123 124 125 126 …344 Next →