Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 312 of 342 · 6,840 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 6221 |
Bluebird Wealth Management LLC
|
$115M
|
89
|
Jun 2026
|
| 6222 |
Vision Financial Markets Llc
|
$115M
|
413
|
Jun 2026
|
| 6223 |
Titiun Yejiel
|
$115M
|
40
|
Jun 2026
|
| 6224 |
Montgomery Financial Services LLC
|
$115M
|
334
|
Jun 2026
|
| 6225 |
Bayban
|
$115M
|
671
|
Mar 2026
|
| 6226 |
Carter Financial, LLC
|
$115M
|
28
|
Mar 2026
|
| 6227 |
Potomac Capital Management, Inc.
|
$115M
|
67
|
Mar 2026
|
| 6228 |
Ativo Capital Management LLC
|
$115M
|
55
|
Mar 2026
|
| 6229 |
Parsonex Advisory Services, Inc.
|
$115M
|
50
|
Jun 2026
|
| 6230 |
Powerhouse Assets LLC
|
$115M
|
55
|
Mar 2026
|
| 6231 |
Allium Financial Advisors, Llc
|
$115M
|
88
|
Jun 2025
|
| 6232 |
Urban Wealth Management, LLC
|
$115M
|
107
|
Jun 2026
|
| 6233 |
Townsend Financial Planning, LLC
|
$115M
|
30
|
Jun 2026
|
| 6234 |
St. Nicholas Private Asset Management, Inc
|
$115M
|
36
|
Jun 2026
|
| 6235 |
Mh & Associates Securities Management Corp /Adv
|
$115M
|
98
|
Mar 2026
|
| 6236 |
Cedrus Wealth Group LLC
|
$115M
|
51
|
Jun 2026
|
| 6237 |
Rosenthal | Henry Capital Advisors, Inc.
|
$114M
|
114,354
|
Jun 2026
|
| 6238 |
JBGlobal.com LLC
|
$114M
|
32
|
Jun 2026
|
| 6239 |
Premier Private Wealth Management LLC
|
$114M
|
60
|
Jun 2026
|
| 6240 |
Explore Capital Management, LLC
|
$114M
|
11
|
Jun 2026
|
Page 312 of 342 · 6,840 managers
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