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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 168 of 343  ·  6,853 managers
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# Fund / Institution AUM ▼ Positions Period
3341 Vista Investment Partners Llc $397M 172 Jun 2026
3342 Brown Miller Wealth Management, LLC $397M 291 Jun 2026
3343 Newton One Investments LLC $397M 146 Jun 2026
3344 Pathway Financial Advisers, LLC $397M 167 Jun 2026
3345 Net Worth Advisory Group $397M 411 Jun 2026
3346 EMG Holdings, L.P. $397M 27 Mar 2026
3347 Walled Lake Planning & Wealth Management, Llc $396M 142 Jun 2026
3348 Greenstone Partners & Co., LLC $395M 9 Mar 2026
3349 Pennsylvania Capital Management Inc /Adv $395M 123 Jun 2026
3350 DKRT Investments Corp. $395M 48 Mar 2026
3351 MIC Capital Management UK LLP $394M 16 Jun 2026
3352 Stone Summit Wealth LLC $394M 144 Jun 2026
3353 Farmers & Merchants Trust Co of Chambersburg PA $394M 359 Jun 2026
3354 360 Financial, Inc. $394M 85 Jun 2026
3355 Red Wave Investments LLC $394M 122 Jun 2026
3356 Independent Wealth Network Inc. $393M 340 Jun 2026
3357 NFC Investments, LLC $393M 43 Jun 2026
3358 Crown Wealth Group, LLC $393M 150 Jun 2026
3359 BridgePort Financial Solutions, LLC $393M 240 Jun 2026
3360 Snider Financial Group $393M 103 Jun 2026
Page 168 of 343  ·  6,853 managers
← Prev 1… 166 167 168 169 170 …343 Next →