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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 212 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4221 Washington State Investment Board $268M 2 Jun 2026
4222 Empower Annuity Insurance Co $268M 1 Mar 2026
4223 Compass Financial Services Inc $268M 57 Jun 2026
4224 Packer & Co Ltd $267M 10 Mar 2026
4225 Cambridge Financial Group, Inc. $267M 33 Mar 2026
4226 HMS Capital Management, LLC $267M 120 Jun 2026
4227 Johnson & White Wealth Management, LLC $267M 117 Jun 2026
4228 Financial Guidance Group, Inc. $267M 91 Jun 2026
4229 Financial Planning Navigators CORP $267M 70 Jun 2026
4230 Ridgewood Investments LLC $267M 208 Jun 2026
4231 FF Advisors,LLC $267M 123 Jun 2026
4232 Dupree Financial Group, LLC $267M 121 Jun 2026
4233 Family Office Research LLC $267M 85 Jun 2026
4234 Howard Bailey Securities, Llc $267M 121 Jun 2026
4235 Strategic Equity Management $266M 70 Mar 2026
4236 Retirement Guys Formula Llc $266M 158 Jun 2026
4237 IMPACTfolio, LLC $266M 37 Jun 2026
4238 Ballentine Capital Advisors, Inc $265M 26 Jun 2026
4239 WMG Financial Advisors, LLC $265M 187 Jun 2026
4240 Wind River Trust Co $265M 11 Mar 2026
Page 212 of 342  ·  6,839 managers