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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 172 of 343  ·  6,851 managers
# Fund / Institution AUM ▼ Positions Period
3421 Weybosset Research & Management Llc $381M 32 Jun 2026
3422 CJM Wealth Advisers, Ltd. $381M 78 Jun 2026
3423 Chase Investment Counsel Corp $381M 149 Mar 2026
3424 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group $381M 27 Jun 2026
3425 Sweeney & Michel, Llc $381M 164 Jun 2026
3426 Strategic Family Wealth Counselors, L.L.C. $381M 163 Mar 2026
3427 Aquire Wealth Advisors, LLC $381M 49 Mar 2026
3428 Briaud Financial Planning Inc $380M 42 Jun 2026
3429 Hobbs Group Advisors, LLC $380M 205 Jun 2026
3430 Advanced Asset Management Advisors Inc $380M 85 Jun 2026
3431 ShankerValleau Wealth Advisors, Inc. $380M 40 Jun 2026
3432 Cabot-Wellington, LLC $380M 5 Jun 2026
3433 Cardinal Strategic Wealth Guidance $379M 63 Mar 2026
3434 Carr Financial Group Corp $379M 174 Mar 2026
3435 MPS Loria Financial Planners, LLC $379M 94 Mar 2026
3436 S.E.E.D. Planning Group LLC $379M 88 Jun 2026
3437 Comprehensive Financial Consultants Institutional, Inc. $378M 205 Jun 2026
3438 Shakespeare Wealth Management, LLC $378M 79 Jun 2026
3439 FC Advisory LLC $378M 118 Jun 2026
3440 Truefg, Llc $377M 71 Mar 2026
Page 172 of 343  ·  6,851 managers