Institutions Starting with &quot;F&quot; (635 funds)

Fractal Investments LLC

CIK 0001843590

Total reported value

$845.0M

81 stks

2026-03-31

Concentration28.9

Portfolio Stability17.6

First Interstate Bank

CIK 0000860413

Total reported value

$841.1M

177 stks

2021-03-31

Stale — no recent filing

Concentration27.4

Sector conviction50.7

Financial Enhancement Group LLC

CIK 0001641438

Total reported value

$838.7M

138 stks

2026-06-30

Concentration8.7

Portfolio Stability14.9

Sector conviction65.8

Financial Partners Group, Inc

CIK 0001731169

Total reported value

$835.9M

227 stks

2026-03-31

Concentration11.5

Portfolio Stability11.2

Sector conviction75.1

Family Manage LLC

CIK 0001539947

Total reported value

$833.9M

305 stks

2026-03-31

Concentration8.2

Portfolio Stability44.5

Sector conviction49.9

Front Barnett Associates LLC

CIK 0000936698

Total reported value

$833.3M

113 stks

2023-09-30

Stale — no recent filing

Concentration16.4

Sector conviction49.3

Fort Sheridan Advisors LLC

CIK 0001606666

Total reported value

$827.6M

282 stks

2026-03-31

Concentration10.0

Portfolio Stability18.1

Sector conviction55.8

Foster Dykema Cabot & Co Inc/ma

CIK 0001037558

Total reported value

$826.8M

335 stks

2023-09-30

Stale — no recent filing

Concentration30.5

Sector conviction48.0

Fort Point Capital Partners LLC

CIK 0001589282

Total reported value

$825.1M

225 stks

2026-03-31

Concentration15.6

Portfolio Stability19.7

Sector conviction50.8

Financial Consulate, INC

CIK 0001624510

Total reported value

$802.6M

1,402 stks

2026-03-31

Concentration24.3

Portfolio Stability20.3

Sector conviction75.1

Fideuram Asset Management (Ireland) dac

CIK 0002109923

Total reported value

$786.7M

445 stks

2026-03-31

Concentration3.0

Sector conviction39.6

First Midwest Bank Trust Division

CIK 0000872732

Total reported value

$776.8M

621 stks

2021-12-31

Stale — no recent filing

Concentration5.9

Sector conviction52.4

First Pacific Financial

CIK 0001810089

Total reported value

$776.5M

663 stks

2026-03-31

Concentration19.5

Portfolio Stability11.5

Sector conviction57.7

First Nebraska Trust Co

CIK 0002134841

Total reported value

$767.4M

168 stks

2022-12-31

Stale — no recent filing

Concentration26.7

Portfolio Stability12.1

Sector conviction54.1

Fiducient Advisors LLC

CIK 0001729866

Total reported value

$765.0M

139 stks

2026-03-31

Concentration14.8

Portfolio Stability22.4

Sector conviction70.7

Fortis Capital Advisors, LLC

CIK 0001959790

Total reported value

$763.4M

371 stks

2026-03-31

Concentration7.5

Portfolio Stability36.9

Sector conviction91.2

Freedom Together Foundation

CIK 0002002798

Total reported value

$762.2M

2 stks

2026-03-31

Portfolio Stability3.5

First Mercantile Trust Co

CIK 0001259664

Total reported value

$755.2M

1,192 stks

2021-09-30

Stale — no recent filing

Concentration11.3

Sector conviction50.9

Financial Advisory Corp

CIK 0001813369

Total reported value

$754.2M

58 stks

2026-06-30

Concentration36.4

Portfolio Stability6.6

Sector conviction81.5

Front Street Capital Management, Inc.

CIK 0001683182

Total reported value

$753.9M

73 stks

2026-03-31

Concentration19.2

Portfolio Stability20.3

Sector conviction60.3

Fort Pitt Capital Group INC

CIK 0001223052

Total reported value

$742.9M

96 stks

2015-09-30

Stale — no recent filing

Concentration10.6

Portfolio Stability14.6

Sector conviction72.1

Financial Planning & Information Services, Inc.

CIK 0001841433

Total reported value

$725.7M

88 stks

2024-09-30

Stale — no recent filing

Concentration17.6

Sector conviction61.1

FIFTHDELTA Ltd

CIK 0001872766

Total reported value

$724.8M

11 stks

2026-03-31

Concentration41.9

Portfolio Stability86.3

Sector conviction92.3

Financial Advisors Network, Inc.

CIK 0001697856

Total reported value

$724.3M

204 stks

2026-03-31

Concentration16.4

Portfolio Stability24.4

Sector conviction64.7

FengHe Fund Management Pte. Ltd.

CIK 0001660531

Total reported value

$723.6M

31 stks

2026-03-31

Concentration27.1

Fcpm Iii Services B.v.

CIK 0002013410

Total reported value

$722.2M

14 stks

2026-03-31

Concentration87.1

Portfolio Stability34.9

Fagan Associates, INC.

CIK 0001607866

Total reported value

$719.2M

135 stks

2026-03-31

Concentration10.8

Portfolio Stability18.7

Sector conviction59.6

First Hawaiian Bank

CIK 0000764106

Total reported value

$715.0M

136 stks

2026-03-31

Concentration54.2

Portfolio Stability6.8

Sector conviction52.1

Faithward Advisors, LLC

CIK 0001695078

Total reported value

$700.9M

326 stks

2026-03-31

Concentration5.8

Portfolio Stability43.7

Sector conviction84.5

Fourpath Capital Management, LLC

CIK 0001894484

Total reported value

$697.0M

218 stks

2026-03-31

Concentration11.1

Portfolio Stability60.6

Sector conviction40.2

First National Advisers, LLC

CIK 0001941030

Total reported value

$683.5M

261 stks

2026-03-31

Concentration8.6

Portfolio Stability26.5

Sector conviction46.0

FourThought Financial, LLC

CIK 0001865966

Total reported value

$676.7M

1,553 stks

2022-09-30

Stale — no recent filing

Concentration4.5

Sector conviction44.2

Financial Architects, Inc

CIK 0001416692

Total reported value

$662.5M

316 stks

2023-06-30

Stale — no recent filing

Concentration0.0

Sector conviction79.9

Fulcrum Asset Management LLP

CIK 0001353395

Total reported value

$661.8M

220 stks

2026-03-31

Concentration7.8

Portfolio Stability74.0

Sector conviction46.5

Factor Wealth Management LTD

CIK 0002055816

Total reported value

$661.5M

170 stks

2026-06-30

Concentration11.2

Portfolio Stability29.9

Sector conviction71.2

Freemont Management S.A.

CIK 0001609120

Total reported value

$660.6M

136 stks

2026-03-31

Concentration6.6

Portfolio Stability59.4

Sector conviction69.6

Financial Management Network INC

CIK 0001844831

Total reported value

$653.0M

191 stks

2026-03-31

Concentration11.6

Portfolio Stability11.8

Sector conviction70.3

Formidable Asset Management, LLC

CIK 0001592613

Total reported value

$647.7M

381 stks

2026-03-31

Concentration7.3

Portfolio Stability16.5

Sector conviction64.5

Foguth Wealth Management, LLC.

CIK 0002016322

Total reported value

$645.1M

175 stks

2025-12-31

Concentration8.4

Portfolio Stability76.1

Sector conviction92.9

Farmers Trust Co

CIK 0001318055

Total reported value

$637.0M

203 stks

2026-03-31

Concentration6.5

Portfolio Stability22.7

Sector conviction36.1

First Commonwealth Financial Corp /PA/

CIK 0000712537

Total reported value

$628.5M

409 stks

2026-03-31

Concentration16.6

Portfolio Stability15.2

Sector conviction53.6

First Bank & Trust

CIK 0001692632

Total reported value

$620.8M

397 stks

2026-03-31

Concentration12.2

Portfolio Stability19.4

Sector conviction37.3

First PREMIER Bank

CIK 0001653926

Total reported value

$618.6M

561 stks

2026-06-30

Concentration10.6

Portfolio Stability38.1

Sector conviction45.6

FRG Family Wealth Advisors LLC

CIK 0001893327

Total reported value

$610.5M

156 stks

2026-03-31

Concentration12.0

Portfolio Stability16.3

Sector conviction66.8

Fiduciary Trust International LLC

CIK 0001424480

Total reported value

$610.0M

134 stks

2020-06-30

Stale — no recent filing

Concentration15.7

Portfolio Stability34.9

Sector conviction77.6

Fourth Sail Capital LP

CIK 0001803158

Total reported value

$608.4M

25 stks

2026-03-31

Concentration24.0

Sector conviction69.0

Founders Capital Management, LLC

CIK 0001585828

Total reported value

$608.4M

74 stks

2026-03-31

Concentration32.2

Portfolio Stability14.6

Sector conviction75.9

Fortis Group Advisors, LLC

CIK 0001815183

Total reported value

$604.7M

664 stks

2026-03-31

Concentration5.4

Portfolio Stability49.9

Sector conviction48.8

Financial Strategies Group, Inc.

CIK 0001774343

Total reported value

$597.8M

101 stks

2026-03-31

Concentration17.4

Portfolio Stability9.5

Sector conviction74.1

FinTrust Capital Advisors, LLC

CIK 0001622001

Total reported value

$591.3M

1,410 stks

2024-09-30

Stale — no recent filing

Concentration5.5

Sector conviction42.8

Fourthstone LLC

CIK 0001767803

Total reported value

$590.0M

62 stks

2026-03-31

Concentration13.0

Portfolio Stability44.8

Frec Markets, Inc.

CIK 0002111359

Total reported value

$587.2M

644 stks

2026-03-31

Concentration6.0

Portfolio Stability56.9

Sector conviction56.3

Flagship Ventures Fund IV General Partner LLC

CIK 0001508051

Total reported value

$584.9M

5 stks

2016-06-30

Stale — no recent filing

Portfolio Stability62.0

Fiduciary Asset Management LLC

CIK 0000948985

Total reported value

$584.8M

118 stks

2015-03-31

Stale — no recent filing

Concentration10.3

Portfolio Stability21.1

Sector conviction47.5

First Financial Equity Corporation

CIK 0000768965

Total reported value

$583.6M

451 stks

2017-03-31

Stale — no recent filing

Concentration2.8

Sector conviction44.4

Fpr Partners LLC

CIK 0001546190

Total reported value

$578.6M

10 stks

2025-03-31

Stale — no recent filing

Concentration50.5

Fox Run Management, L.l.c.

CIK 0001533457

Total reported value

$571.6M

856 stks

2026-03-31

Concentration0.8

Sector conviction37.7

Financial Advisory Group

CIK 0001539338

Total reported value

$566.8M

91 stks

2024-03-31

Stale — no recent filing

Concentration28.6

Sector conviction72.5

Foresight Group Ltd Liability Partnership

CIK 0001943441

Total reported value

$566.2M

59 stks

2026-03-31

Concentration12.5

Portfolio Stability45.6

Sector conviction51.1

Financial Advisors, LLC

CIK 0001766909

Total reported value

$564.3M

80 stks

2025-09-30

Stale — no recent filing

Concentration47.3

Portfolio Stability11.3

Sector conviction63.4

Financial Gravity Asset Management, Inc.

CIK 0001741736

Total reported value

$562.0M

973 stks

2026-03-31

Concentration8.5

Portfolio Stability16.7

Sector conviction44.4

FLC Capital Advisors

CIK 0001713697

Total reported value

$560.2M

221 stks

2026-03-31

Concentration12.1

Portfolio Stability10.8

Sector conviction45.0

Founders Financial Alliance, LLC

CIK 0001832190

Total reported value

$554.9M

735 stks

2026-03-31

Concentration4.5

Portfolio Stability17.8

Sector conviction50.3

Flippin Bruce & Porter INC

CIK 0000810716

Total reported value

$553.1M

79 stks

2021-03-31

Stale — no recent filing

Concentration7.6

Portfolio Stability20.8

Sector conviction53.9

Fft Wealth Management LLC

CIK 0001653199

Total reported value

$552.3M

99 stks

2026-03-31

Concentration30.1

Portfolio Stability14.1

Sector conviction45.6

Financial Security Advisor, Inc.

CIK 0001997602

Total reported value

$544.5M

160 stks

2026-03-31

Concentration30.6

Portfolio Stability41.2

Sector conviction45.3

FTV Management Company, L.P.

CIK 0002021589

Total reported value

$540.7M

1 stks

2026-03-31

Portfolio Stability19.2

Francis Financial, Inc.

CIK 0001727514

Total reported value

$539.4M

214 stks

2026-03-31

Concentration21.3

Portfolio Stability18.7

Sector conviction88.2

First National CORP /ma/ /adv

CIK 0000816192

Total reported value

$527.5M

174 stks

2025-09-30

Stale — no recent filing

Concentration9.3

Portfolio Stability28.4

Sector conviction74.3

Fonville Wealth Management LLC

CIK 0002008703

Total reported value

$525.3M

138 stks

2026-03-31

Concentration11.4

Portfolio Stability11.4

Sector conviction84.0

Family Investment Center, Inc.

CIK 0001897700

Total reported value

$519.6M

91 stks

2026-03-31

Concentration26.7

Portfolio Stability27.8

Sector conviction57.8

Financial Gravity Companies, Inc.

CIK 0001377167

Total reported value

$509.3M

1,015 stks

2025-06-30

Stale — no recent filing

Concentration8.1

Sector conviction56.2

First National Bank of Mount Dora, Trust Investment Services

CIK 0001423045

Total reported value

$499.4M

211 stks

2026-06-30

Concentration7.9

Portfolio Stability42.3

Sector conviction49.8

First Fiduciary Investment Counsel, Inc.

CIK 0001072843

Total reported value

$497.1M

66 stks

2026-03-31

Concentration12.9

Portfolio Stability18.6

Sector conviction40.4

Fermata Advisors, LLC

CIK 0001859259

Total reported value

$494.5M

275 stks

2026-06-30

Concentration4.8

Portfolio Stability17.2

Sector conviction85.6

Financial Sense Advisors, Inc.

CIK 0001358828

Total reported value

$492.7M

142 stks

2026-03-31

Concentration10.7

Portfolio Stability64.8

Sector conviction48.2

Firestone Capital Management

CIK 0001799964

Total reported value

$480.3M

160 stks

2026-03-31

Concentration11.9

Portfolio Stability8.2

Sector conviction39.1

Frisch Financial Group, Inc.

CIK 0001767730

Total reported value

$478.3M

167 stks

2026-03-31

Concentration12.6

Portfolio Stability35.1

Sector conviction54.5

Frontier Asset Management, LLC

CIK 0001910146

Total reported value

$477.0M

91 stks

2026-03-31

Concentration19.7

Portfolio Stability21.6

Sector conviction53.0

F3Logic, LLC

CIK 0001733777

Total reported value

$476.0M

186 stks

2022-12-31

Stale — no recent filing

Concentration13.3

Sector conviction39.5

F&V Capital Management, LLC

CIK 0001569453

Total reported value

$473.3M

59 stks

2026-03-31

Concentration13.7

Portfolio Stability22.5

Sector conviction58.5

First Personal Financial Services

CIK 0001633869

Total reported value

$472.9M

571 stks

2024-09-30

Stale — no recent filing

Concentration7.1

Sector conviction47.7

First National Bank & Trust Co Of Newtown

CIK 0001339908

Total reported value

$463.6M

238 stks

2026-03-31

Concentration32.3

Portfolio Stability22.2

Sector conviction52.0

Fulcrum Capital LLC

CIK 0001724090

Total reported value

$460.6M

101 stks

2026-03-31

Concentration13.5

Portfolio Stability14.9

Sector conviction76.8

Foresite Capital Management VI LLC

CIK 0002013341

Total reported value

$460.3M

17 stks

2026-03-31

Concentration69.6

Portfolio Stability76.8

Fielder Capital Group LLC

CIK 0002010765

Total reported value

$459.1M

290 stks

2026-03-31

Concentration7.7

Portfolio Stability23.6

Sector conviction45.8

Farringdon Capital, Ltd.

CIK 0001750980

Total reported value

$456.5M

359 stks

2026-03-31

Concentration2.7

Sector conviction50.3

Fwl Investment Management, LLC

CIK 0001829231

Total reported value

$455.6M

346 stks

2026-03-31

Concentration11.8

Portfolio Stability44.2

Sector conviction44.4

Financial Partners Capital Management LLC

CIK 0001049650

Total reported value

$449.2M

116 stks

2022-12-31

Stale — no recent filing

Concentration8.3

Sector conviction49.0

Financial & Tax Architects, LLC

CIK 0001758543

Total reported value

$448.4M

108 stks

2026-03-31

Concentration9.2

Portfolio Stability20.8

Sector conviction43.9

Farmers National Bank

CIK 0001632966

Total reported value

$448.0M

251 stks

2025-12-31

Concentration8.8

Portfolio Stability11.8

Sector conviction50.4

Fortitude Family Office, LLC

CIK 0001950506

Total reported value

$447.7M

1,890 stks

2026-03-31

Concentration12.0

Portfolio Stability28.1

Sector conviction64.0

First Wilshire Securities Management INC

CIK 0000732847

Total reported value

$443.9M

85 stks

2026-03-31

Concentration19.8

Portfolio Stability32.3

Sector conviction75.3

Franklin, Parlapiano, Turner & Welch, LLC

CIK 0001707856

Total reported value

$442.2M

55 stks

2026-06-30

Concentration27.3

Portfolio Stability17.3

Sector conviction44.9

Founders Grove Wealth Partners, LLC

CIK 0002046157

Total reported value

$439.9M

162 stks

2026-03-31

Concentration9.8

Portfolio Stability8.3

Sector conviction62.8

Five Oceans Asset Management LTD

CIK 0001576002

Total reported value

$437.7M

49 stks

2014-06-30

Stale — no recent filing

Concentration11.7

Portfolio Stability31.5

Sector conviction70.1

Ferris Capital, LLC

CIK 0001714346

Total reported value

$437.0M

191 stks

2022-03-31

Stale — no recent filing

Concentration9.3

Sector conviction64.0

Full18 Capital LLC

CIK 0001797673

Total reported value

$433.8M

158 stks

2022-03-31

Stale — no recent filing

Concentration12.3

Foyston, Gordon & Payne Inc

CIK 0001322853

Total reported value

$433.5M

67 stks

2026-03-31

Concentration11.8

Portfolio Stability33.8

Sector conviction53.8

FARMERS & MERCHANTS TRUST Co OF LONG BEACH

CIK 0001737090

Total reported value

$425.7M

302 stks

2026-03-31

Concentration12.6

Portfolio Stability13.1

Sector conviction50.1

Fcg Advisors, LLC

CIK 0001009950

Total reported value

$425.4M

187 stks

2020-09-30

Stale — no recent filing

Concentration21.4

Portfolio Stability16.6

Fruth Investment Management

CIK 0001416856

Total reported value

$420.6M

225 stks

2026-06-30

Concentration5.4

Portfolio Stability18.5

Sector conviction46.6

Fairvoy Private Wealth, LLC

CIK 0002046607

Total reported value

$419.0M

201 stks

2026-03-31

Concentration6.2

Portfolio Stability47.5

Sector conviction55.1

Florida Financial Advisors, LLC

CIK 0002050972

Total reported value

$418.0M

317 stks

2026-03-31

Concentration4.2

Portfolio Stability37.7

Sector conviction56.5

Family Firm, Inc.

CIK 0001602603

Total reported value

$414.9M

87 stks

2025-06-30

Stale — no recent filing

Concentration18.9

FundX Investment Group, LLC

CIK 0001427261

Total reported value

$411.0M

45 stks

2021-12-31

Stale — no recent filing

Concentration30.8

Flagstone Financial Management

CIK 0001968890

Total reported value

$402.9M

71 stks

2026-03-31

Concentration44.2

Portfolio Stability5.4

Sector conviction87.9

Fosun International Ltd

CIK 0001447884

Total reported value

$398.6M

66 stks

2026-03-31

Concentration73.0

Portfolio Stability32.9

Sector conviction92.9

Fortem Financial Group, LLC

CIK 0001766509

Total reported value

$398.5M

173 stks

2026-03-31

Concentration6.5

Portfolio Stability23.4

Fortress Investment Group LLC

CIK 0001380393

Total reported value

$393.8M

35 stks

2026-03-31

Portfolio Stability31.4

Sector conviction56.9

Fiduciary Financial Services Of THE Southwest INC /tx

CIK 0001079373

Total reported value

$382.5M

148 stks

2019-12-31

Stale — no recent filing

Concentration6.9

Portfolio Stability10.1

Sector conviction43.6

Flagship Ventures Fund Iv, L.p.

CIK 0001503559

Total reported value

$381.8M

3 stks

2016-03-31

Stale — no recent filing

Fairway Wealth LLC

CIK 0002019393

Total reported value

$378.9M

192 stks

2026-03-31

Concentration19.1

Portfolio Stability6.1

Sector conviction57.9

FC Advisory LLC

CIK 0001683754

Total reported value

$377.6M

118 stks

2026-06-30

Concentration17.1

Portfolio Stability10.3

Sector conviction74.5

Fivespan Partners, LP

CIK 0002040262

Total reported value

$377.4M

4 stks

2026-03-31

Friday Financial

CIK 0002048792

Total reported value

$373.4M

108 stks

2026-06-30

Concentration30.0

Portfolio Stability25.6

Sector conviction81.8

Freedom Day Solutions, LLC

CIK 0001467517

Total reported value

$372.7M

96 stks

2026-03-31

Concentration41.3

Portfolio Stability16.8

Sector conviction46.3

Fusion Capital, LLC

CIK 0001802955

Total reported value

$370.6M

104 stks

2026-03-31

Concentration15.0

Portfolio Stability12.4

Sector conviction51.9

First American Financial Corp

CIK 0001472787

Total reported value

$369.8M

3 stks

2026-03-31

Portfolio Stability3.5

Filament LLC

CIK 0001550228

Total reported value

$369.3M

35 stks

2020-09-30

Stale — no recent filing

Concentration66.3

Portfolio Stability19.2

Farmers & Merchants Trust Co of Chambersburg PA

CIK 0001697375

Total reported value

$367.5M

335 stks

2026-03-31

Concentration10.5

Portfolio Stability13.5

Sector conviction57.9

First National Bank Sioux Falls

CIK 0001085041

Total reported value

$365.5M

178 stks

2026-03-31

Concentration14.6

Portfolio Stability12.9

Sector conviction49.0

Financial Perspectives, Inc

CIK 0002003287

Total reported value

$358.2M

716 stks

2026-03-31

Concentration9.3

Portfolio Stability11.6

Sector conviction76.5

Fca CORP /tx

CIK 0001166402

Total reported value

$354.1M

197 stks

2026-03-31

Concentration5.2

Portfolio Stability11.6

Sector conviction47.3

Financial Advisory Partners, LLC

CIK 0001994252

Total reported value

$353.6M

66 stks

2026-03-31

Concentration18.6

Portfolio Stability9.2

Sector conviction41.0

First Washington CORP

CIK 0001390043

Total reported value

$353.5M

50 stks

2026-03-31

Concentration26.6

Portfolio Stability38.9

Sector conviction75.8

ForthRight Wealth Management, LLC

CIK 0001841633

Total reported value

$352.5M

75 stks

2026-03-31

Concentration27.1

Portfolio Stability10.7

Sector conviction46.7

FFG Partners, LLC

CIK 0002045972

Total reported value

$352.4M

42 stks

2026-06-30

Concentration17.5

Portfolio Stability72.0

Sector conviction73.3

Fiduciary Family Office, LLC

CIK 0002020280

Total reported value

$350.8M

179 stks

2026-03-31

Concentration44.6

Portfolio Stability22.4

Sector conviction90.6

First Niagara Bank

CIK 0001061304

Total reported value

$350.2M

398 stks

2016-06-30

Stale — no recent filing

Concentration6.9

Portfolio Stability7.7

Sector conviction52.3

Fi3 FINANCIAL ADVISORS, LLC

CIK 0001862427

Total reported value

$346.4M

218 stks

2026-03-31

Concentration23.8

Portfolio Stability23.7

Sector conviction50.9

Fieldpoint Private Securities, LLC

CIK 0001706170

Total reported value

$344.5M

1,592 stks

2022-06-30

Stale — no recent filing

Concentration4.0

Sector conviction56.6

Flagship Wealth Advisors, LLC

CIK 0002036117

Total reported value

$343.9M

394 stks

2025-12-31

Concentration11.6

Portfolio Stability16.4

Sector conviction60.8

Field & Main Bank

CIK 0001594492

Total reported value

$343.7M

326 stks

2026-03-31

Concentration8.6

Portfolio Stability16.5

Sector conviction50.3

Fieldview Capital Management, LLC

CIK 0002040221

Total reported value

$342.6M

468 stks

2026-03-31

Concentration1.4

Sector conviction42.3

Ferguson Shapiro LLC

CIK 0001767433

Total reported value

$341.8M

91 stks

2026-06-30

Concentration18.8

Portfolio Stability57.5

Sector conviction62.5

Findell Capital Management LLC

CIK 0001814465

Total reported value

$341.4M

18 stks

2026-03-31

Concentration80.5

Portfolio Stability36.9

First International Bank of Israel Ltd.

CIK 0002081196

Total reported value

$340.1M

59 stks

2026-03-31

Concentration17.3

Portfolio Stability66.7

Sector conviction75.2

Freedom Investment Management, Inc.

CIK 0001566653

Total reported value

$337.0M

153 stks

2026-03-31

Concentration24.1

Portfolio Stability16.1

Family Legacy, Inc.

CIK 0001706016

Total reported value

$332.9M

124 stks

2026-03-31

Concentration5.7

Portfolio Stability14.5

Sector conviction41.8

Fiduciary Planning LLC

CIK 0001792851

Total reported value

$331.1M

76 stks

2026-03-31

Concentration22.7

Portfolio Stability9.3

Sector conviction84.6

Family Wealth Partners, LLC

CIK 0002016217

Total reported value

$325.8M

109 stks

2026-06-30

Concentration19.9

Portfolio Stability15.4

Focused Alpha, LLC

CIK 0002105062

Total reported value

$323.7M

247 stks

2026-03-31

Concentration5.8

Portfolio Stability35.1

Sector conviction50.0

Financial Life Advisors

CIK 0001730813

Total reported value

$321.0M

52 stks

2026-03-31

Concentration25.6

Portfolio Stability7.2

Sector conviction86.5

Fortress Private Ledger, LLC

CIK 0001718251

Total reported value

$320.2M

252 stks

2026-03-31

Concentration11.7

Portfolio Stability22.6

Sector conviction72.9

Fairhaven Wealth Management, LLC

CIK 0001767056

Total reported value

$319.7M

116 stks

2024-12-31

Stale — no recent filing

Concentration25.8

Sector conviction52.4

FSB Premier Wealth Management, INC.

CIK 0000887748

Total reported value

$319.2M

251 stks

2026-03-31

Concentration4.8

Portfolio Stability10.7

Sector conviction41.1

FDx Advisors, Inc.

CIK 0001566601

Total reported value

$313.2M

183 stks

2026-03-31

Concentration8.3

Portfolio Stability61.1

Sector conviction52.7

Flynn Zito Capital Management, LLC

CIK 0001857144

Total reported value

$313.0M

158 stks

2026-03-31

Concentration11.6

Portfolio Stability30.7