Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 159 of 342 · 6,838 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 3161 |
Boundless Plain Holdings Ltd
|
$432M
|
11
|
Jun 2026
|
| 3162 |
Operose Advisors LLC
|
$431M
|
593
|
Mar 2026
|
| 3163 |
Ccg Wealth Management, Llc
|
$431M
|
150
|
Jun 2026
|
| 3164 |
Private Wealth Management Group, LLC
|
$431M
|
1,472
|
Jun 2026
|
| 3165 |
BOS Asset Management, LLC
|
$431M
|
204
|
Jun 2026
|
| 3166 |
PSI Advisors, LLC
|
$430M
|
151
|
Jun 2026
|
| 3167 |
White Pine Investment CO
|
$430M
|
68
|
Mar 2026
|
| 3168 |
Luminvest Wealth Management LLC
|
$430M
|
58
|
Jun 2026
|
| 3169 |
West Branch Capital LLC
|
$430M
|
355
|
Jun 2026
|
| 3170 |
Rakuten Securities, Inc.
|
$430M
|
914
|
Jun 2026
|
| 3171 |
Laura & John Arnold Foundation
|
$430M
|
4
|
Mar 2026
|
| 3172 |
Virtus Investment Advisers, LLC
|
$429M
|
463
|
Jun 2026
|
| 3173 |
Main Street Group, LTD
|
$429M
|
1,544
|
Jun 2026
|
| 3174 |
Navalign, LLC
|
$429M
|
132
|
Jun 2026
|
| 3175 |
Wealth Advisory Solutions, LLC
|
$429M
|
153
|
Dec 2025
|
| 3176 |
Legacy Financial Group, Inc.
|
$429M
|
104
|
Jun 2026
|
| 3177 |
Medina Value Partners, LLC
|
$428M
|
24
|
Dec 2025
|
| 3178 |
Straight Path Wealth Management
|
$428M
|
141
|
Jun 2026
|
| 3179 |
BankPlus Trust Department
|
$428M
|
514
|
Jun 2026
|
| 3180 |
Sound Capital Solutions LLC
|
$427M
|
309
|
Jun 2026
|
Page 159 of 342 · 6,838 managers
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