Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 52 of 257 · 5,131 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1021 |
Soltis Investment Advisors LLC
|
$1.6B
|
607
|
Mar 2026
|
| 1022 |
Sunbelt Securities, Inc.
|
$1.6B
|
2,954
|
Mar 2026
|
| 1023 |
Frank, Rimerman Advisors LLC
|
$1.6B
|
600
|
Dec 2025
|
| 1024 |
Foster Dykema Cabot & Partners, Llc
|
$1.6B
|
323
|
Mar 2026
|
| 1025 |
Alaska Permanent Fund Corp
|
$1.6B
|
9
|
Mar 2026
|
| 1026 |
Stephens Group Asset Management, Llc
|
$1.6B
|
26
|
Mar 2026
|
| 1027 |
Beese Fulmer Investment Management, Inc.
|
$1.6B
|
435
|
Mar 2026
|
| 1028 |
1900 Wealth Management Llc
|
$1.6B
|
253
|
Mar 2026
|
| 1029 |
Avestar Capital, LLC
|
$1.6B
|
509
|
Mar 2026
|
| 1030 |
Trustmark Bank Trust Department
|
$1.6B
|
351
|
Mar 2026
|
| 1031 |
Valley Wealth Managers, Inc.
|
$1.6B
|
504
|
Mar 2026
|
| 1032 |
Albion Financial Group /Ut
|
$1.5B
|
737
|
Mar 2026
|
| 1033 |
Charles Schwab Trust Co
|
$1.5B
|
165
|
Mar 2026
|
| 1034 |
Icon Wealth Advisors, LLC
|
$1.5B
|
389
|
Mar 2026
|
| 1035 |
Irenic Capital Management LP
|
$1.5B
|
47
|
Mar 2026
|
| 1036 |
Vanguard Global Advisers, LLC
|
$1.5B
|
67
|
Mar 2026
|
| 1037 |
FJ Investments, LLC
|
$1.5B
|
6
|
Mar 2026
|
| 1038 |
Fulton Breakefield Broenniman Llc
|
$1.5B
|
200
|
Mar 2026
|
| 1039 |
Sienna Gestion
|
$1.5B
|
136
|
Mar 2026
|
| 1040 |
Atlas FRM LLC
|
$1.5B
|
41
|
Mar 2026
|
Page 52 of 257 · 5,131 managers
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