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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 166 of 343  ·  6,859 managers
# Fund / Institution AUM ▼ Positions Period
3301 Ark & Tlk Investments, Llc $406M 127 Jun 2026
3302 Headland Capital, LLC $406M 64 Jun 2026
3303 Benchmark Financial Wealth Advisors, LLC $405M 148 Jun 2026
3304 Modus Advisors, LLC $405M 118 Jun 2026
3305 Seaside Wealth Management, Inc. $405M 71 Jun 2026
3306 Roberts Glore & Co Inc /Il/ $404M 246 Jun 2026
3307 Meiji Yasuda America Inc $404M 57 Mar 2026
3308 Butensky & Cohen Financial Security, Inc $404M 135 Jun 2026
3309 Proathlete Wealth Management Llc $404M 374 Jun 2026
3310 McElhenny Sheffield Capital Management, LLC $404M 108 Jun 2026
3311 Keating Investment Counselors Inc $404M 59 Mar 2026
3312 M3F, Inc. $404M 28 Mar 2026
3313 KG&L Capital Management,LLC $403M 227 Dec 2025
3314 OLIO Financial Planning $403M 68 Jun 2026
3315 Clean Yield Group $403M 396 Jun 2026
3316 Clg Llc $403M 134 Mar 2026
3317 Manske Wealth Management $403M 226 Jun 2026
3318 Grandview Asset Management LLC $403M 146 Jun 2026
3319 Ping Capital Management, Inc. $401M 93 Jun 2026
3320 Heritage Wealth Management, Inc. $401M 272 Jun 2026
Page 166 of 343  ·  6,859 managers