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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 283 of 343  ·  6,848 managers
# Fund / Institution AUM ▼ Positions Period
5641 Floyd Financial Group Llc $153M 65 Jun 2026
5642 DiPaolo Financial Group, Inc. $153M 47 Jun 2026
5643 Act Capital Management, Llc $153M 62 Jun 2026
5644 DKM Wealth Management, Inc. $153M 74 Jun 2026
5645 Goldenstone Wealth Management LLC $153M 76 Jun 2026
5646 Interactive Financial Advisors, Inc. $153M 78 Mar 2026
5647 Trace Wealth Advisors, LLC $153M 69 Jun 2026
5648 Scratch Capital Llc $153M 47 Dec 2025
5649 State of Wisconsin - Board of Commissioners of Public Lands $153M 6 Jun 2026
5650 Round Hill Asset Management $153M 62 Mar 2026
5651 Durante & Waters, Llc $153M 31 Jun 2026
5652 Ellerson Group Inc /Adv $153M 61 Mar 2026
5653 Horizons Wealth Management $152M 173 Mar 2026
5654 Hedges Asset Management LLC $152M 108 Jun 2026
5655 Madrid Wealth Management, LLC $152M 70 Jun 2026
5656 Phoenix Asset Management Partners Ltd $152M 12 Jun 2026
5657 Redwood Park Advisors LLC $152M 353 Jun 2026
5658 Tannin Capital LLC $152M 169 Jun 2026
5659 IF Advisors, LLC $152M 60 Jun 2026
5660 Moulton Wealth Management, Inc $152M 66 Jun 2026
Page 283 of 343  ·  6,848 managers