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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 253 of 343  ·  6,848 managers
# Fund / Institution AUM ▼ Positions Period
5041 Pioneer Family Office, LLC $194M 129 Jun 2026
5042 True Vision MN LLC $194M 98 Mar 2026
5043 TMT General Partner Ltd $194M 3 Jun 2026
5044 Echo45 Advisors LLC $194M 78 Jun 2026
5045 Ballew Advisors, Inc $194M 129 Jun 2026
5046 Williams Financial, LLC $194M 30 Jun 2026
5047 McClarren Financial Advisors, Inc. $193M 85 Jun 2026
5048 Jackson Hill Advisors, Llc $193M 13 Mar 2026
5049 Code Waechter LLC $193M 127 Jun 2026
5050 Berbice Capital Management LLC $193M 87 Jun 2026
5051 Brown Shipley& Co Ltd $193M 75 Jun 2026
5052 LeClair Wealth Partners LLC $193M 132 Jun 2026
5053 Dickmeyer Boyce Financial Management, Inc. $193M 129 Jun 2026
5054 Jericho Financial, Llp $193M 41 Jun 2026
5055 Carter Financial Group, INC. $193M 134 Jun 2026
5056 QSM Asset Management Ltd $193M 24 Jun 2026
5057 Lighthouse Financial LLC $193M 78 Jun 2026
5058 M3 Advisory Group, LLC $193M 156 Jun 2026
5059 Manuka Financial, LLC $193M 55 Jun 2026
5060 Emergent Wealth Advisors, LLC $192M 122 Jun 2026
Page 253 of 343  ·  6,848 managers