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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 191 of 343  ·  6,847 managers
# Fund / Institution AUM ▼ Positions Period
3801 Sharper & Granite LLC $323M 109 Jun 2026
3802 Royal Harbor Partners, LLC $323M 56 Jun 2026
3803 Prosperity Financial Group, Inc. $323M 184 Jun 2026
3804 Quantum Financial Planning Services, Inc. $323M 58 Jun 2026
3805 Northstar Advisory Group, LLC $322M 119 Jun 2026
3806 Curio Wealth, Llc $322M 78 Jun 2026
3807 S Squared Technology, Llc $322M 33 Jun 2026
3808 Westshore Wealth, LLC $322M 107 Jun 2026
3809 Whelan Financial $322M 88 Mar 2026
3810 Jackson, Grant Investment Advisers, Inc. $322M 421 Jun 2026
3811 Ketron Financial $322M 64 Jun 2026
3812 Mathes Company, Inc. $322M 129 Jun 2026
3813 AJ Advisors, LLC $322M 37 Jun 2026
3814 MKT Advisors LLC $322M 155 Jun 2026
3815 Sonoma Allocations LLC $322M 118 Jun 2026
3816 Realta Investment Advisors $322M 378 Jun 2026
3817 Hall Laurie J Trustee $322M 267 Jun 2026
3818 Town & Country Bank & Trust CO dba First Bankers Trust CO $321M 153 Jun 2026
3819 Edenbrook Capital, LLC $321M 28 Mar 2026
3820 Financial Life Advisors $321M 52 Mar 2026
Page 191 of 343  ·  6,847 managers