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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 163 of 343  ·  6,859 managers
# Fund / Institution AUM ▼ Positions Period
3241 Oak Harbor Wealth Partners, Llc $416M 278 Dec 2025
3242 Anchyra Partners Llc $416M 350 Jun 2026
3243 Revisor Wealth Management LLC $416M 371 Jun 2026
3244 Syverson Strege & Co $416M 169 Mar 2026
3245 Prasad Wealth Partners, LLC $416M 160 Jun 2026
3246 Walter Public Investments Inc. $416M 53 Jun 2026
3247 BigSur Wealth Management LLC $415M 170 Jun 2026
3248 Squire Investment Management Company, LLC $415M 89 Jun 2026
3249 KFA Private Wealth Group, LLC $415M 150 Jun 2026
3250 Oldfield Partners LLP $415M 18 Jun 2026
3251 Winthrop Capital Management, LLC $414M 351 Jun 2026
3252 Pioneer Wealth Management Group $414M 55 Jun 2026
3253 Measured Wealth Private Client Group, LLC $414M 723 Jun 2026
3254 Colton Groome Financial Advisors, Llc $414M 164 Jun 2026
3255 RFG - Bristol Wealth Advisors, LLC $414M 188 Jun 2026
3256 Hudson Capital Management LLC $414M 74 Jun 2026
3257 Vision Retirement, LLC $414M 621 Jun 2026
3258 Bnc Wealth Management, Llc $414M 107 Jun 2026
3259 Synergy Investment Management, LLC $413M 1,642 Jun 2026
3260 WP Advisors, LLC $413M 119 Jun 2026
Page 163 of 343  ·  6,859 managers