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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 129 of 257  ·  5,139 managers
# Fund / Institution AUM ▼ Positions Period
2561 Tactive Advisors, LLC $355M 268 Mar 2026
2562 Peregrine Asset Advisers, Inc. $354M 175 Dec 2025
2563 Fca Corp /Tx $354M 197 Mar 2026
2564 Wilson Asset Management (International) Pty Ltd $354M 43 Mar 2026
2565 Strathmore Capital Advisors, Inc. $354M 138 Mar 2026
2566 Financial Advisory Partners, Llc $354M 66 Mar 2026
2567 First Washington CORP $353M 50 Mar 2026
2568 Greystone Financial Group, LLC $353M 78 Mar 2026
2569 O'Brien Greene & Co. Inc $353M 193 Mar 2026
2570 Bcwm, Llc $353M 57 Mar 2026
2571 BridgePort Financial Solutions, LLC $353M 231 Mar 2026
2572 ForthRight Wealth Management, LLC $353M 75 Mar 2026
2573 Stolper Co $352M 96 Mar 2026
2574 MIC Capital Management UK LLP $352M 18 Mar 2026
2575 Brown Miller Wealth Management, LLC $352M 270 Mar 2026
2576 HTG Investment Advisors, Inc. $352M 85 Mar 2026
2577 Trinity Financial Advisors LLC $351M 89 Mar 2026
2578 Legacy Wealth Management, LLC / MS $351M 106 Mar 2026
2579 Fiduciary Family Office, Llc $351M 179 Mar 2026
2580 PhiloSmith Capital Corp $351M 58 Mar 2026
Page 129 of 257  ·  5,139 managers