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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 249 of 343  ·  6,847 managers
# Fund / Institution AUM ▼ Positions Period
4961 Fpc Investment Advisory, Inc. $201M 34 Mar 2026
4962 Sycale Advisors (NY) LLC $201M 18 Mar 2026
4963 West Bancorporation Inc $200M 98 Mar 2026
4964 Marathon Mission, Inc. $200M 57 Jun 2026
4965 Fortress Financial Group, Llc $200M 79 Jun 2026
4966 Scholtz & Company, Llc $200M 48 Jun 2026
4967 Freshford Capital Management, LLC $200M 53 Mar 2026
4968 Brindle & Bay Financial Advisors, LLC $200M 86 Jun 2026
4969 Guardian Wealth Advisors, LLC $200M 66 Jun 2026
4970 Point Windward Advisors Inc. $200M 94 Mar 2026
4971 Sharpepoint Llc $200M 89 Jun 2026
4972 Fortis Advisors, LLC $200M 119 Mar 2026
4973 Aull & Monroe Investment Management Corp $200M 120 Dec 2025
4974 Independence Wealth Advisors, LLC $199M 85 Jun 2026
4975 Cetera Trust Company, N.A $199M 345 Jun 2026
4976 Strategic Planning, Inc. $199M 54 Mar 2026
4977 All-Stars Investment Ltd $199M 11 Jun 2026
4978 Riverbend Wealth Management, LLC $199M 176 Jun 2026
4979 Dba Trading, Llc $199M 39 Jun 2026
4980 Patrick Mauro Investment Advisor, INC. $199M 40 Mar 2026
Page 249 of 343  ·  6,847 managers