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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 144 of 344  ·  6,868 managers
# Fund / Institution AUM ▼ Positions Period
2861 Liberty Street Advisors, Inc. $507M 4 Jun 2026
2862 Lightrock Netherlands B.V. $506M 37 Jun 2026
2863 West Wealth Group, LLC $506M 130 Mar 2026
2864 Herold Advisors, Inc. $506M 273 Jun 2026
2865 Rialto Wealth Management, LLC $505M 1,934 Jun 2026
2866 Banc Funds Co Llc $505M 98 Dec 2025
2867 Builder Investment Group Inc /Adv $505M 107 Jun 2026
2868 Community Bank & Trust, Waco, Texas $505M 161 Mar 2026
2869 Abound Wealth Management $504M 1,361 Jun 2026
2870 JPL Wealth Management, LLC $504M 2,530 Jun 2026
2871 Triangle Securities Wealth Management $504M 217 Jun 2026
2872 Ddfg, Inc $504M 92 Jun 2026
2873 WealthBridge Capital Management, LLC $503M 235 Jun 2026
2874 Smith & Howard Wealth Management, LLC $503M 112 Jun 2026
2875 Headinvest, Llc $503M 215 Dec 2025
2876 Beirne Wealth Consulting Services, LLC $503M 102 Jun 2026
2877 Oakmont Corp $503M 31 Jun 2026
2878 Wolff Financial Management LLC $501M 106 Jun 2026
2879 Gifford Fong Associates $501M 124 Dec 2025
2880 Peddock Capital Advisors, Llc $501M 165 Jun 2026
Page 144 of 344  ·  6,868 managers