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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 205 of 342  ·  6,840 managers
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# Fund / Institution AUM ▼ Positions Period
4081 FreeGulliver LLC $284M 123 Jun 2026
4082 Sellwood Investment Partners LLC $284M 59 Jun 2026
4083 Lodestone Wealth Management LLC $283M 835 Jun 2026
4084 Flagship Private Wealth, LLC $283M 116 Jun 2026
4085 Seneca House Advisors $283M 103 Jun 2026
4086 Thomas Story & Son Llc $283M 53 Jun 2026
4087 O'Connor Financial Group LLC $283M 69 Jun 2026
4088 Hendley & Co Inc $283M 47 Jun 2026
4089 BKM Wealth Management, LLC $282M 148 Jun 2026
4090 Selby Wealth Management, LLC $282M 83 Jun 2026
4091 Access Financial Services, Inc. $282M 95 Mar 2026
4092 Keeler Thomas Management LLC $282M 135 Jun 2026
4093 N10 Wealth, Llc $282M 75 Jun 2026
4094 Athos Capital Ltd $282M 38 Jun 2026
4095 McNaughton Wealth Management, LLC $282M 75 Jun 2026
4096 Montz Harcus Wealth Management LLC $281M 100 Jun 2026
4097 Mount Lucas Management LP $281M 168 Jun 2026
4098 Houlihan Financial Resource Group, Ltd. $281M 113 Jun 2026
4099 Reliant Investment Management, LLC $281M 55 Jun 2026
4100 Win Advisors, Inc $281M 75 Jun 2026
Page 205 of 342  ·  6,840 managers
← Prev 1… 203 204 205 206 207 …342 Next →