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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 206 of 342  ·  6,840 managers
# Fund / Institution AUM ▼ Positions Period
4101 TradeWell Securities, LLC. $280M 52 Jun 2026
4102 Employees' Retirement Fund of the City of Fort Worth $280M 21 Jun 2026
4103 Silver Lake Advisory, LLC $280M 109 Jun 2026
4104 Flynn Zito Capital Management, Llc $280M 140 Dec 2025
4105 Keener Financial Planning LLC $280M 61 Jun 2026
4106 Mechanics Financial Corp $280M 296 Jun 2026
4107 Hillcrest Wealth Advisors - NY, LLC $279M 56 Jun 2026
4108 Invenio Wealth Partners Llc $279M 89 Jun 2026
4109 REDW Wealth LLC $279M 104 Jun 2026
4110 Lee Johnson Capital Management, Llc $279M 80 Mar 2026
4111 Madden Advisory Services, Inc. $279M 110 Jun 2026
4112 YANKCOM Partnership $279M 544 Jun 2026
4113 Altman Advisors, Inc. $279M 93 Jun 2026
4114 Checkpoint Capital L.P. $279M 8 Mar 2026
4115 Cresta Advisors, Ltd. $279M 54 Jun 2026
4116 Yarger Wealth Strategies, Llc $278M 136 Jun 2026
4117 Arcus Capital Partners, LLC $278M 121 Mar 2026
4118 Shaker Investments Llc/Oh $278M 87 Jun 2026
4119 Graney & King, LLC $278M 383 Jun 2026
4120 Quad-Cities Investment Group, LLC $278M 209 Jun 2026
Page 206 of 342  ·  6,840 managers