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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 164 of 257  ·  5,138 managers
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# Fund / Institution AUM ▼ Positions Period
3261 Mendel Money Management $239M 137 Mar 2026
3262 Myecfo, Llc $239M 66 Mar 2026
3263 Forefront Wealth Partners, LLC $239M 162 Mar 2026
3264 JBR Co Financial Management Inc $239M 120 Mar 2026
3265 Pfizer Inc $239M 21 Mar 2026
3266 Dow Chemical Co /De/ $239M 6 Mar 2026
3267 Torrey Growth & Income Advisors $239M 110 Mar 2026
3268 Genesee Capital Advisors, LLC $239M 138 Mar 2026
3269 Saraza Management, LP $239M 20 Mar 2026
3270 Wealth Advisors Northwest LLC $238M 57 Mar 2026
3271 Verity Asset Management, Inc. $238M 213 Mar 2026
3272 Mine & Arao Wealth Creation & Management, LLC. $238M 75 Mar 2026
3273 MRA Advisory Group $238M 135 Dec 2025
3274 Gallatin Point Capital LLC $238M 2 Mar 2026
3275 InvesTrust $238M 91 Mar 2026
3276 Keener Financial Planning LLC $238M 58 Mar 2026
3277 Archer Investment Management, LLC $238M 108 Mar 2026
3278 St. Johns Investment Management Company, LLC $238M 193 Mar 2026
3279 Axiom Financial Strategies, LLC $238M 49 Dec 2025
3280 Values Added Financial LLC $238M 134 Mar 2026
Page 164 of 257  ·  5,138 managers
← Prev 1… 162 163 164 165 166 …257 Next →