Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 2 of 256 · 5,101 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 21 |
Wells Fargo & Company/Mn
|
$530.3B
|
17,971
|
Mar 2026
|
| 22 |
SOA Wealth Advisors, LLC.
|
$529.8B
|
867
|
Mar 2026
|
| 23 |
Noble Family Wealth, LLC
|
$484.4B
|
76
|
Mar 2026
|
| 24 |
Clear Wave Wealth Management Llc
|
$462.7B
|
177
|
Mar 2026
|
| 25 |
New Capital Management LP
|
$422.0B
|
60
|
Mar 2026
|
| 26 |
Core Wealth Advisors, Inc.
|
$419.0B
|
114
|
Mar 2026
|
| 27 |
Barclays Plc
|
$416.3B
|
12,241
|
Mar 2026
|
| 28 |
Franklin Resources Inc
|
$408.3B
|
14,782
|
Mar 2026
|
| 29 |
SK Wealth Management, LLC
|
$404.5B
|
78
|
Mar 2026
|
| 30 |
Bull Harbor Capital LLC
|
$373.3B
|
458
|
Mar 2026
|
| 31 |
Nuveen, LLC
|
$369.3B
|
7,665
|
Mar 2026
|
| 32 |
Amundi
|
$367.1B
|
5,406
|
Mar 2026
|
| 33 |
Core Alternative Capital
|
$338.7B
|
205
|
Mar 2026
|
| 34 |
Raymond James Financial Inc
|
$324.4B
|
13,521
|
Mar 2026
|
| 35 |
Range Financial Group LLC
|
$323.8B
|
195
|
Mar 2026
|
| 36 |
Heritage Oak Wealth Advisors Llc
|
$314.7B
|
73
|
Mar 2026
|
| 37 |
Bell & Brown Wealth Advisors, LLC
|
$310.7B
|
71
|
Dec 2025
|
| 38 |
Arrowroot Family Office, LLC
|
$302.5B
|
156
|
Mar 2026
|
| 39 |
Mirae Asset Global Investments Co., Ltd.
|
$299.3B
|
2,356
|
Mar 2026
|
| 40 |
Independence Asset Advisors, LLC
|
$276.6B
|
24
|
Mar 2026
|
Page 2 of 256 · 5,101 managers
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