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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 133 of 257  ·  5,139 managers
← Prev 1… 131 132 133 134 135 …257 Next →
# Fund / Institution AUM ▼ Positions Period
2641 Verger Capital Management LLC $339M 13 Mar 2026
2642 Vanguard Investments Australia, Ltd. $339M 37 Mar 2026
2643 Indiana Trust & Investment Management Co $339M 487 Dec 2025
2644 Brilliance Asset Management Ltd $339M 16 Mar 2026
2645 Omnia Family Wealth, LLC $339M 102 Dec 2025
2646 Concentrum Wealth Management $339M 111 Mar 2026
2647 Silverleafe Capital Partners, LLC $339M 103 Mar 2026
2648 Penobscot Wealth Management $338M 112 Mar 2026
2649 Solitude Financial Services $338M 39 Mar 2026
2650 Selective Wealth Management, Inc. $338M 120 Mar 2026
2651 Nkcfo Llc $337M 106 Mar 2026
2652 Wim Investment Management Ltd $337M 20 Mar 2026
2653 Sterling Financial Planning, Inc. $337M 117 Mar 2026
2654 Schiavi & Co LLC $337M 51 Mar 2026
2655 Vance Wealth, Llc $337M 116 Dec 2025
2656 Comprehensive Financial Consultants Institutional, Inc. $337M 193 Mar 2026
2657 WT Wealth Management $336M 138 Mar 2026
2658 Red Wave Investments LLC $336M 113 Dec 2025
2659 Oldfather Financial Services, LLC $336M 98 Dec 2025
2660 Haverford Financial Services, Inc. $336M 46 Mar 2026
Page 133 of 257  ·  5,139 managers
← Prev 1… 131 132 133 134 135 …257 Next →