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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 220 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4381 Client First Capital LLC $251M 28 Jun 2026
4382 Hubbell Strickland Wealth Management, LLC $251M 83 Mar 2026
4383 TrueWealth Financial Partners $251M 66 Mar 2026
4384 Compass Wealth Management, LLC/GA $251M 74 Jun 2026
4385 Latitude Advisors, LLC $251M 239 Jun 2026
4386 Ballast Asset Management, LP $251M 53 Jun 2026
4387 Keyes, Stange & Wooten Wealth Management, LLC $251M 74 Jun 2026
4388 Chicago Wealth Management, Inc. $251M 59 Mar 2026
4389 Pflug Koory, LLC $250M 426 Jun 2026
4390 Mw Advisory, Llc $250M 139 Jun 2026
4391 Quadratic Capital Management LLC $250M 2 Jun 2026
4392 Jupiter Wealth Management LLC $250M 93 Jun 2026
4393 EVR Research LP $250M 30 Mar 2026
4394 Bernzott Capital Advisors $250M 35 Jun 2026
4395 Porter White Investment Advisors, Inc. $250M 40 Mar 2026
4396 Mirabaud & Cie SA $249M 53 Jun 2026
4397 Rockingstone Advisors LLC $249M 115 Jun 2026
4398 Rising Stella Capital Pte. Ltd $249M 3 Jun 2026
4399 Generali Investments Towarzystwo Funduszy Inwestycyjnych $249M 151 Jun 2026
4400 Union Savings Bank $249M 411 Jun 2026
Page 220 of 342  ·  6,839 managers