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Institutional (13F) Funds (N-PORT) ·
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 89 of 345  ·  6,889 managers
# Fund / Institution AUM ▼ Positions Period
1761 Bfsg, Llc $1.1B 769 Jun 2026
1762 Global Strategic Investment Solutions, LLC $1.1B 151 Jun 2026
1763 Technology Crossover Management IX, Ltd. $1.1B 6 Dec 2025
1764 Great Lakes Retirement, Inc. $1.1B 216 Jun 2026
1765 First Business Financial Services, Inc. $1.1B 192 Mar 2026
1766 Wealth Management Nebraska $1.1B 106 Jun 2026
1767 Zuckerman Investment Group, LLC $1.1B 137 Dec 2025
1768 Salomon & Ludwin, LLC $1.1B 2,097 Mar 2026
1769 Private Trust Co Na $1.1B 2,614 Mar 2026
1770 Cornerstone Capital, Inc. $1.1B 120 Jun 2026
1771 HCR Wealth Advisors $1.1B 259 Jun 2026
1772 Canandaigua National Corp $1.1B 310 Mar 2026
1773 Viking Fund Management Llc $1.1B 146 Jun 2026
1774 Advyzon Investment Management, LLC $1.1B 1,195 Mar 2026
1775 Versant Capital Management, Inc $1.1B 2,745 Jun 2026
1776 JGP Wealth Management, LLC $1.1B 231 Jun 2026
1777 Frec Markets, Inc. $1.1B 905 Jun 2026
1778 Rockbridge Investment Management, LCC $1.1B 137 Mar 2026
1779 Matrix Asset Advisors Inc/Ny $1.1B 107 Dec 2025
1780 TD Capital Management LLC $1.1B 853 Mar 2026
Page 89 of 345  ·  6,889 managers