Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 270 of 342 · 6,839 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 5381 |
North Dallas Bank & Trust Co
|
$169M
|
202
|
Jun 2026
|
| 5382 |
Athena Investment Management
|
$169M
|
132
|
Jun 2026
|
| 5383 |
Bravias Capital Group, LLC
|
$168M
|
97
|
Jun 2026
|
| 5384 |
Sunrise Financial Services, LLC
|
$168M
|
591
|
Jun 2026
|
| 5385 |
7G Capital Management, Llc
|
$168M
|
11
|
Mar 2026
|
| 5386 |
Eight 31 Financial, Llc
|
$168M
|
66
|
Jun 2026
|
| 5387 |
CBM Financial, LLC
|
$168M
|
16
|
Jun 2026
|
| 5388 |
Disciplined Investors, L.L.C.
|
$168M
|
139
|
Mar 2026
|
| 5389 |
Up Strategic Wealth Investment Advisors Llc
|
$168M
|
104
|
Jun 2026
|
| 5390 |
Valpey Financial Services, LLC
|
$168M
|
76
|
Jun 2026
|
| 5391 |
Catalina Capital Group, LLC
|
$168M
|
176
|
Mar 2026
|
| 5392 |
Runnymede Capital Advisors, Inc.
|
$168M
|
77
|
Jun 2026
|
| 5393 |
Sarver Vrooman Wealth Advisors
|
$168M
|
146
|
Jun 2026
|
| 5394 |
Income Insurance Ltd
|
$168M
|
184
|
Jun 2026
|
| 5395 |
Integrity Wealth Advisors, Inc.
|
$168M
|
73
|
Mar 2026
|
| 5396 |
Pincus Capital Management, Lp
|
$168M
|
52
|
Jun 2026
|
| 5397 |
Boxwood Ventures, Inc.
|
$168M
|
37
|
Jun 2026
|
| 5398 |
General Equity Holdings LP
|
$167M
|
13
|
Jun 2026
|
| 5399 |
MFA Wealth Services
|
$167M
|
134
|
Jun 2026
|
| 5400 |
Fairscale Capital, LLC
|
$167M
|
441
|
Jun 2026
|
Page 270 of 342 · 6,839 managers
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