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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 296 of 343  ·  6,851 managers
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# Fund / Institution AUM ▼ Positions Period
5901 Generation Capital Management LLC $137M 74 Mar 2026
5902 Impact Investors, Inc $137M 130 Jun 2026
5903 Stone Wealth Partners $137M 63 Jun 2026
5904 Barrier Capital Management, LLC $137M 18 Jun 2026
5905 Momentum Wealth Planning, LLC $137M 39 Jun 2026
5906 Timmons Wealth Management, LLC $137M 75 Jun 2026
5907 Investment Advisory Services Group LLC $137M 37 Jun 2026
5908 Axos Invest Inc. $137M 20 Jun 2026
5909 Latash Investments, LLC $136M 20 Jun 2026
5910 Aventus Investment Advisors, Inc. $136M 157 Jun 2026
5911 Sidoxia Capital Management, LLC $136M 88 Jun 2026
5912 Fulcrum Equity Management $136M 144 Jun 2026
5913 Transmarket Holdings LP $136M 33 Jun 2026
5914 LuminArx Capital Management LP $136M 84 Mar 2026
5915 WJ Financial Advisors LLC $136M 137 Jun 2026
5916 Ishara Investments LP $136M 41 Jun 2026
5917 Red Crane Wealth Management, Llc $136M 79 Jun 2026
5918 Moon Capital Management Lp $136M 11 Sep 2025
5919 Challenger Wealth Management $136M 65 Jun 2026
5920 Phillips Wealth Planners LLC $136M 217 Jun 2026
Page 296 of 343  ·  6,851 managers
← Prev 1… 294 295 296 297 298 …343 Next →