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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 7 of 345  ·  6,889 managers
# Fund / Institution AUM ▼ Positions Period
121 Johnson Wealth Management, LLC $236.1B 100 Jun 2026
122 CMG Global Holdings, LLC $235.8B 100 Jun 2026
123 LCM Capital Management Inc $230.0B 129 Jun 2026
124 Quantum Portfolio Management LLC $229.6B 254 Mar 2026
125 Charter Capital Management, LLC\DE $225.9B 75 Jun 2026
126 Mendel Capital Management LLC $222.2B 104 Jun 2026
127 Main Line Retirement Advisors, LLC $218.1B 49 Jun 2026
128 Ctc Llc $217.2B 112 Mar 2026
129 Legacy Capital Wealth Management, Llc $215.0B 80 Jun 2026
130 Broadway Wealth Solutions, Inc. $214.1B 92 Jun 2026
131 Econ Financial Services Corp $214.0B 72 Jun 2026
132 Kingsman Wealth Management, Inc. $213.6B 76 Jun 2026
133 D. E. Shaw & Co., Inc. $210.2B 6,298 Jun 2026
134 Janus Henderson Group Plc $209.4B 4,333 Mar 2026
135 Trust Investment Advisors $209.4B 98 Jun 2026
136 Financial Architects, LLC $208.5B 24 Jun 2026
137 Oak Wealth Advisors LLC $208.5B 69 Jun 2026
138 Axis Wealth Partners, LLC $208.3B 214 Jun 2026
139 Kentucky Trust Co $207.9B 316 Jun 2026
140 Tenret Co LLC $207.0B 33 Mar 2026
Page 7 of 345  ·  6,889 managers