Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
| # | Fund / Institution | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 3641 | Acima Private Wealth, Llc | $344M | 173 | Jun 2026 |
| 3642 | Thrive Capital Management, LLC | $344M | 5 | Mar 2026 |
| 3643 | Cedar Wealth Management, LLC | $344M | 89 | Mar 2026 |
| 3644 | Long Walk Management Lp | $344M | 11 | Mar 2026 |
| 3645 | Quaker Wealth Management, LLC | $344M | 970 | Jun 2026 |
| 3646 | Eleva Capital SAS | $343M | 22 | Jun 2026 |
| 3647 | Capital Planning LLC | $343M | 88 | Jun 2026 |
| 3648 | Joule Financial, LLC | $343M | 114 | Mar 2026 |
| 3649 | PFW Advisors LLC | $343M | 124 | Jun 2026 |
| 3650 | Wealthstar Advisors, LLC | $343M | 114 | Jun 2026 |
| 3651 | M. Kraus & Co | $343M | 81 | Mar 2026 |
| 3652 | Nova R Wealth, Inc. | $343M | 86 | Jun 2026 |
| 3653 | Orion Investment Co | $343M | 73 | Jun 2026 |
| 3654 | Saranac Partners Ltd | $343M | 117 | Jun 2026 |
| 3655 | Fieldview Capital Management, LLC | $343M | 468 | Mar 2026 |
| 3656 | Idaho Trust Co | $342M | 146 | Jun 2026 |
| 3657 | Jacobsen Capital Management | $342M | 126 | Jun 2026 |
| 3658 | Owl Creek Wealth Partners LLC | $342M | 1,289 | Jun 2026 |
| 3659 | Western Financial Corp/CA | $341M | 132 | Jun 2026 |
| 3660 | Roberts Financial Services LLC | $341M | 33 | Jun 2026 |