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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 207 of 342  ·  6,839 managers
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# Fund / Institution AUM ▼ Positions Period
4121 Equity Wealth Partners, LLC $278M 109 Jun 2026
4122 FNY Investment Advisers, LLC $278M 989 Jun 2026
4123 SFG Wealth Management, LLC. $278M 113 Jun 2026
4124 Kanen Wealth Management LLC $278M 36 Mar 2026
4125 Forum Finance Group S.A. $278M 344 Jun 2026
4126 Cordant, Inc. $278M 353 Jun 2026
4127 Integrated Capital Management, LLC $278M 58 Jun 2026
4128 Onyx Financial Advisors, LLC $278M 18 Jun 2026
4129 School Employees Retirement Board Of Ohio $278M 6 Jun 2026
4130 Armor Investment Advisors, LLC $278M 160 Mar 2026
4131 Prime Buchholz LLC $277M 40 Jun 2026
4132 Buska Wealth Management, LLC $277M 81 Jun 2026
4133 Berkshire Capital Holdings Inc $277M 114 Mar 2026
4134 Resurgent Financial Advisors LLC $277M 260 Mar 2026
4135 Values Added Financial LLC $277M 147 Jun 2026
4136 Gables Capital Management Inc. $277M 508 Jun 2026
4137 Altus Wealth Group LLC $277M 155 Jun 2026
4138 Exane Asset Management $277M 28 Jun 2026
4139 Daily Journal Corp $277M 4 Dec 2025
4140 Mid-American Wealth Advisory Group, Inc. $277M 66 Jun 2026
Page 207 of 342  ·  6,839 managers
← Prev 1… 205 206 207 208 209 …342 Next →