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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 198 of 258  ·  5,146 managers
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# Fund / Institution AUM ▼ Positions Period
3941 WealthTrust Asset Management, LLC $167M 98 Mar 2026
3942 William B. Walkup & Associates, Inc. $167M 164 Mar 2026
3943 Prentiss Smith & Co Inc $167M 65 Dec 2025
3944 Members Wealth Llc $167M 113 Mar 2026
3945 Farrell Financial LLC $167M 76 Mar 2026
3946 Pursue Wealth Partners Llc $167M 101 Mar 2026
3947 Magnolia Wealth Management, LLC $167M 15 Dec 2025
3948 Andrews, Lucia Wealth Management Llc $167M 35 Mar 2026
3949 Montaka Global Pty Ltd $167M 21 Mar 2026
3950 Lummis Asset Management, LP $167M 194 Mar 2026
3951 Del-Sette Capital Management, LLC $167M 44 Mar 2026
3952 Catherine Avery Investment Management LLC $167M 159 Dec 2025
3953 Stilwell Value Llc $167M 25 Mar 2026
3954 Sterling Investment Management, Llc $167M 65 Mar 2026
3955 White Wing Wealth Management $167M 37 Mar 2026
3956 Shotwell Rutter Baer Inc $167M 39 Dec 2025
3957 Brown Shipley& Co Ltd $167M 78 Mar 2026
3958 BCO Wealth Management LLC $166M 42 Mar 2026
3959 Marin Bay Wealth Advisors, LLC $166M 127 Mar 2026
3960 Gentry Private Wealth, Llc $166M 98 Mar 2026
Page 198 of 258  ·  5,146 managers
← Prev 1… 196 197 198 199 200 …258 Next →