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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 301 of 343  ·  6,851 managers
# Fund / Institution AUM ▼ Positions Period
6001 Eagle Wealth Advisors LLC $131M 100 Jun 2026
6002 Investors Portfolio Services LLC $131M 674 Jun 2026
6003 James Reed Financial Services, Inc. $131M 19 Jun 2026
6004 Fulcrum Wealth Advisors, Llc $131M 81 Jun 2026
6005 Provident Co of the Employees of the Hebrew University LTD $131M 35 Jun 2026
6006 Godfrey Financial Associates, Inc. $131M 1,090 Jun 2026
6007 NewCorp Financial Services, Inc. $131M 54 Jun 2026
6008 Nightview Capital, Llc $131M 15 Mar 2026
6009 Wulff, Hansen & Co. $130M 109 Jun 2026
6010 Seal Cove Capital, LLC $130M 34 Jun 2026
6011 4Wealth Advisors, Inc. $130M 151 Jun 2026
6012 McLaughlin Asset Management, Inc. $130M 92 Jun 2026
6013 Lynch Investment Planning, LLC $130M 56 Jun 2026
6014 APS Management Group, Inc. $130M 77 Jun 2026
6015 Troutman Wealth Management, LLC $130M 39 Jun 2026
6016 Elizabeth Park Capital Advisors, Ltd. $130M 46 Mar 2026
6017 CPR Investments Inc. $130M 55 Jun 2026
6018 Avail Investment Partners, LLC $130M 199 Jun 2026
6019 Maimon Wealth Management Ltd. $130M 80 Jun 2026
6020 Advocate Investing Services LLC $130M 460 Jun 2026
Page 301 of 343  ·  6,851 managers