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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 131 of 344  ·  6,870 managers
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# Fund / Institution AUM ▼ Positions Period
2601 Precedent Wealth Partners, Llc $601M 207 Jun 2026
2602 Marotta Asset Management $601M 103 Jun 2026
2603 RPg Family Wealth Advisory, LLC $600M 146 Jun 2026
2604 GSK plc $599M 13 Mar 2026
2605 Whitaker-Myers Wealth Managers, LTD. $599M 113 Jun 2026
2606 Sterling Investment Advisors, Ltd. $599M 228 Jun 2026
2607 Value Holdings Management Co. Llc $598M 24 Jun 2026
2608 Gwn Securities Inc. $598M 486 Jun 2026
2609 West Paces Advisors Inc. $596M 765 Jun 2026
2610 Tufton Capital Management $596M 127 Jun 2026
2611 ABLE Financial Group, LLC $596M 222 Jun 2026
2612 Phraction Management LLC $596M 66 Jun 2026
2613 Rockport Wealth LLC $595M 110 Jun 2026
2614 Bornite Capital Management LP $595M 17 Mar 2026
2615 Covenant Asset Management, LLC $595M 164 Jun 2026
2616 Edge Wealth Management LLC $594M 87 Jun 2026
2617 Kirr Marbach & Co Llc /In/ $594M 57 Jun 2026
2618 Drake & Associates, LLC $594M 108 Jun 2026
2619 ALM First Financial Advisors, LLC $594M 22 Jun 2026
2620 Jmac Enterprises Llc $593M 122 Jun 2026
Page 131 of 344  ·  6,870 managers
← Prev 1… 129 130 131 132 133 …344 Next →