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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 231 of 342  ·  6,839 managers
# Fund / Institution AUM ▼ Positions Period
4601 Agp Franklin, Llc $231M 93 Jun 2026
4602 Cooper Capital Advisors LLC $231M 41 Jun 2026
4603 Harold Davidson & Associates Inc. $231M 59 Jun 2026
4604 Note Advisors, LLC $231M 86 Jun 2026
4605 Burrus Financial Services, Inc. $230M 11 Jun 2026
4606 Banyan Capital Management, Inc. $230M 55 Dec 2025
4607 Trail Ridge Investment Advisors, LLC $230M 99 Mar 2026
4608 BDFS Capital LLC $230M 116 Jun 2026
4609 International City Management Association Retirement Corp $230M 6 Jun 2026
4610 Dudley Capital Management, Llc $230M 136 Dec 2025
4611 Integrity Investment Advisors, LLC $230M 72 Jun 2026
4612 LCW Services, LLC $230M 40 Jun 2026
4613 A&I Financial Services, Llc $230M 75 Jun 2026
4614 Catalys Pacific, LLC $229M 2 Jun 2026
4615 Highland Investment Advisors LLC $229M 734 Jun 2026
4616 Alhambra Investment Management LLC $229M 182 Jun 2026
4617 Catherine Avery Investment Management LLC $229M 168 Jun 2026
4618 Abound Financial, Llc $229M 283 Mar 2026
4619 Paul R. Ried Financial Group, LLC $229M 47 Jun 2026
4620 Smallwood Wealth Investment Management, LLC $229M 529 Jun 2026
Page 231 of 342  ·  6,839 managers