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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 241 of 343  ·  6,846 managers
# Fund / Institution AUM ▼ Positions Period
4801 Midwest Capital Advisors, LLC $214M 199 Mar 2026
4802 Eliot Finkel Investment Counsel, LLC $214M 33 Jun 2026
4803 Tassel Capital Management, Inc. $214M 45 Jun 2026
4804 Keynote Financial Services Llc $214M 185 Jun 2026
4805 Ayrshire Capital Management LLC $214M 50 Jun 2026
4806 Alchemi Wealth, LLC $213M 168 Jun 2026
4807 Griffith & Werner, Inc. $213M 71 Jun 2026
4808 Evergreen Wealth Management, LLC $213M 55 Jun 2026
4809 Birchbrook, Inc. $213M 305 Jun 2026
4810 WIT Partners Advisory Pte. Ltd. $213M 16 Jun 2026
4811 Sage Capital Management, LLC $213M 163 Mar 2026
4812 Pinnacle Family Advisors, LLC $213M 135 Mar 2026
4813 Sbe Llc Dba Cedar Cove Wealth Partners $213M 91 Jun 2026
4814 4Thought Financial Group Inc. $213M 99 Jun 2026
4815 KM Capital Management Ltd. $213M 48 Jun 2026
4816 Gerber, Llc $213M 96 Jun 2026
4817 Legacy Financial Independent Advisors Llc $213M 124 Jun 2026
4818 First County Bank /CT/ $213M 385 Jun 2026
4819 Grand Wealth Management, Llc $212M 87 Mar 2026
4820 Industrial Alliance Investment Management Inc. $212M 8 Jun 2026
Page 241 of 343  ·  6,846 managers