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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 259 of 343  ·  6,848 managers
# Fund / Institution AUM ▼ Positions Period
5161 Silver Grove Financial Group, Inc. $185M 2,450 Jun 2026
5162 WealthTrust Asset Management, LLC $185M 111 Jun 2026
5163 Hibernia Wealth Partners, LLC $185M 82 Jun 2026
5164 Income Research & Management $184M 30 Jun 2026
5165 Dale Q Rice Investment Management Ltd $184M 68 Jun 2026
5166 ZynergyRetirementPlanningLLC $184M 26 Jun 2026
5167 GSI Capital Advisors LLC $184M 58 Mar 2026
5168 Ervin Investment Management, LLC $184M 47 Jun 2026
5169 Sterling Wealth Advisors Inc $184M 20 Jun 2026
5170 Triavera Capital LLC $184M 15 Jun 2026
5171 BXM Wealth LLC $184M 163 Jun 2026
5172 Legend Capital Advisors LLC $184M 62 Jun 2026
5173 Northern Lights Advisors, Inc. $184M 72 Jun 2026
5174 Kestrel Investment Management Corp $184M 40 Jun 2026
5175 Retirement Planning Group, Llc / Ny $184M 108 Jun 2026
5176 Herbst Group, Llc $183M 65 Jun 2026
5177 Millennium Capital Advisors, LLC $183M 137 Jun 2026
5178 Alpha Wealth Funds, LLC $183M 63 Jun 2026
5179 BCO Wealth Management LLC $183M 45 Jun 2026
5180 Mcguire Capital Advisors Inc $183M 915 Jun 2026
Page 259 of 343  ·  6,848 managers