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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 162 of 343  ·  6,859 managers
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# Fund / Institution AUM ▼ Positions Period
3221 Liberty Square Wealth Partners Llc $420M 140 Jun 2026
3222 CVC Management Holdings II Ltd. $420M 3 Mar 2026
3223 Xcel Wealth Management, LLC $419M 140 Jun 2026
3224 Daybright Advisory Services, Inc. $419M 145 Jun 2026
3225 Somerville Kurt F $419M 407 Jun 2026
3226 D.B. Root & Company, LLC $419M 191 Mar 2026
3227 Praesidium Investment Management Company, LLC $419M 12 Mar 2026
3228 Vega Investment Solutions $418M 175 Mar 2026
3229 New England Capital Financial Advisors LLC $418M 432 Jun 2026
3230 Centurion Wealth Management LLC $418M 283 Jun 2026
3231 Concentrum Wealth Management $418M 127 Jun 2026
3232 Vestwell Advisors, LLC $418M 26 Jun 2026
3233 Almitas Capital LLC $417M 130 Jun 2026
3234 Consilio Wealth Advisors, Llc $417M 110 Jun 2026
3235 Seascape Capital Management $417M 96 Jun 2026
3236 EPG Wealth Management LLC $417M 318 Jun 2026
3237 Alight Capital Management LP $417M 64 Mar 2026
3238 Bender Robert & Associates $417M 45 Mar 2026
3239 Alpine Woods Capital Investors, Llc $417M 200 Mar 2026
3240 Stevens Capital Management Lp $417M 213 Jun 2026
Page 162 of 343  ·  6,859 managers
← Prev 1… 160 161 162 163 164 …343 Next →