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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 226 of 342  ·  6,839 managers
← Prev 1… 224 225 226 227 228 …342 Next →
# Fund / Institution AUM ▼ Positions Period
4501 First Citizens Financial Corp $239M 140 Jun 2026
4502 R. W. Roge & Company, Inc. $239M 69 Jun 2026
4503 Mendel Money Management $239M 137 Mar 2026
4504 Kapstone Financial Advisors LLC $239M 175 Jun 2026
4505 Pfizer Inc $239M 21 Mar 2026
4506 Dow Chemical Co /De/ $239M 6 Mar 2026
4507 Carl P. Sherr & Co., LLC $239M 134 Jun 2026
4508 Saraza Management, LP $239M 20 Mar 2026
4509 Victrix Investment Advisors $239M 75 Jun 2026
4510 Norway Savings Bank $239M 177 Jun 2026
4511 City National Bank Of Florida /Msd $238M 160 Jun 2026
4512 Collaborative Wealth Managment Inc. $238M 171 Jun 2026
4513 Verity Asset Management, Inc. $238M 213 Mar 2026
4514 Ring Mountain Capital, LLC $238M 107 Jun 2026
4515 SMA Capital LLC $238M 121 Jun 2026
4516 Gallatin Point Capital LLC $238M 2 Mar 2026
4517 Green Ridge Wealth Planning LLC $238M 94 Jun 2026
4518 Horizon Advisory Services, Inc. $238M 51 Jun 2026
4519 22Nw, Lp $238M 20 Dec 2025
4520 Bluedoor Private Wealth, Llc $238M 164 Jun 2026
Page 226 of 342  ·  6,839 managers
← Prev 1… 224 225 226 227 228 …342 Next →