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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 313 of 343  ·  6,860 managers
# Fund / Institution AUM ▼ Positions Period
6241 Vision Financial Markets Llc $115M 413 Jun 2026
6242 Titiun Yejiel $115M 40 Jun 2026
6243 Montgomery Financial Services LLC $115M 334 Jun 2026
6244 Bayban $115M 671 Mar 2026
6245 Carter Financial, LLC $115M 28 Mar 2026
6246 Potomac Capital Management, Inc. $115M 67 Mar 2026
6247 Ativo Capital Management LLC $115M 55 Mar 2026
6248 Parsonex Advisory Services, Inc. $115M 50 Jun 2026
6249 Powerhouse Assets LLC $115M 55 Mar 2026
6250 Allium Financial Advisors, Llc $115M 88 Jun 2025
6251 Urban Wealth Management, LLC $115M 107 Jun 2026
6252 Townsend Financial Planning, LLC $115M 30 Jun 2026
6253 St. Nicholas Private Asset Management, Inc $115M 36 Jun 2026
6254 Mh & Associates Securities Management Corp /Adv $115M 98 Mar 2026
6255 Cedrus Wealth Group LLC $115M 51 Jun 2026
6256 Rosenthal | Henry Capital Advisors, Inc. $114M 114,354 Jun 2026
6257 JBGlobal.com LLC $114M 32 Jun 2026
6258 Premier Private Wealth Management LLC $114M 60 Jun 2026
6259 Explore Capital Management, LLC $114M 11 Jun 2026
6260 TSG Consumer Partners LP $114M 1 Jun 2026
Page 313 of 343  ·  6,860 managers