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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 197 of 257  ·  5,136 managers
# Fund / Institution AUM ▼ Positions Period
3921 McHugh Group, LLC $169M 82 Mar 2026
3922 Cascade Investment Advisors, Inc. $169M 116 Mar 2026
3923 McClarren Financial Advisors, Inc. $169M 79 Mar 2026
3924 Income Research & Management $169M 26 Mar 2026
3925 Crystal Rock Capital Management $168M 32 Mar 2026
3926 Code Waechter LLC $168M 118 Mar 2026
3927 Meadowbrook Advisors Group, LLC $168M 136 Mar 2026
3928 7G Capital Management, Llc $168M 11 Mar 2026
3929 Ables, Iannone, Moore & Associates, Inc. $168M 59 Mar 2026
3930 Knott David M Jr $168M 88 Mar 2026
3931 Dynamic Wealth Strategies, LLC $168M 250 Dec 2025
3932 Disciplined Investors, L.L.C. $168M 139 Mar 2026
3933 Catalina Capital Group, LLC $168M 176 Mar 2026
3934 Integrity Wealth Advisors, Inc. $168M 73 Mar 2026
3935 WealthTrust Asset Management, LLC $167M 98 Mar 2026
3936 William B. Walkup & Associates, Inc. $167M 164 Mar 2026
3937 Prentiss Smith & Co Inc $167M 65 Dec 2025
3938 Members Wealth Llc $167M 113 Mar 2026
3939 Farrell Financial LLC $167M 76 Mar 2026
3940 Pursue Wealth Partners Llc $167M 101 Mar 2026
Page 197 of 257  ·  5,136 managers