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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 126 of 344  ·  6,870 managers
# Fund / Institution AUM ▼ Positions Period
2501 Ironwood Financial, llc $639M 179 Jun 2026
2502 Scott Capital Advisors, LLC $639M 66 Jun 2026
2503 Strategic Advisors LLC $638M 180 Dec 2025
2504 Fft Wealth Management Llc $638M 95 Jun 2026
2505 Grey Fox Wealth Advisors, LLC $637M 227 Jun 2026
2506 Farmers Trust Co $637M 203 Mar 2026
2507 American Money Management, LLC $636M 166 Dec 2025
2508 Woodson Capital Management, LP $636M 31 Mar 2026
2509 Milestone Asset Management, Llc $636M 330 Jun 2026
2510 Martel Wealth Advisors LLC $636M 61 Jun 2026
2511 Tetragon Partners GP Ltd $635M 43 Jun 2026
2512 Golden Reserve Retirement LLC $635M 112 Jun 2026
2513 Altiora Financial Group, LLC $634M 114 Jun 2026
2514 Aegis Financial Corp $633M 39 Jun 2026
2515 Kahn Brothers Group Inc $633M 48 Jun 2026
2516 Drucker Wealth 3.0, LLC $632M 569 Jun 2026
2517 JSF Financial, LLC $632M 142 Jun 2026
2518 Essex Investment Management Co Llc $632M 305 Mar 2026
2519 Peak Retirement Planning, Inc. $632M 194 Jun 2026
2520 Kesler, Norman & Wride, LLC $631M 271 Jun 2026
Page 126 of 344  ·  6,870 managers