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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 170 of 343  ·  6,853 managers
# Fund / Institution AUM ▼ Positions Period
3381 Supplemental Annuity Collective Trust of NJ $389M 298 Jun 2026
3382 Trust Co Of Oklahoma $389M 185 Jun 2026
3383 Trinity Financial Advisors LLC $389M 95 Jun 2026
3384 St. Clair Advisors, LLC $389M 78 Jun 2026
3385 Keystone Financial Services $388M 283 Jun 2026
3386 Provident Wealth Management, LLC $388M 161 Jun 2026
3387 Patriot Financial Partners GP II, L.P. $388M 12 Mar 2026
3388 Keystone Financial Planning, Inc. $388M 39 Jun 2026
3389 Puzo Michael J $388M 368 Jun 2026
3390 Cdam (Uk) Ltd $387M 12 Jun 2026
3391 Stolper Co $387M 91 Jun 2026
3392 Osprey Private Wealth LLC $387M 88 Jun 2026
3393 LOM Asset Management Ltd $387M 279 Jun 2026
3394 World Equity Group, Inc. $386M 368 Mar 2026
3395 Prairiewood Capital, LLC $386M 81 Jun 2026
3396 Baron Wealth Management LLC $386M 304 Jun 2026
3397 Independence Financial Advisors, LLC $386M 55 Jun 2026
3398 Siena Capital Partners GP, LLC $385M 100 Mar 2026
3399 Seneca Financial Advisors LLC $385M 66 Jun 2026
3400 GSG Advisors LLC $385M 137 Mar 2026
Page 170 of 343  ·  6,853 managers