Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
| # | Fund / Institution | AUM ▼ | Positions | Period |
|---|---|---|---|---|
| 4201 | Evergreen Private Wealth LLC | $270M | 89 | Jun 2026 |
| 4202 | Inlight Wealth Management, LLC | $270M | 50 | Mar 2026 |
| 4203 | Entrewealth, Llc | $270M | 140 | Jun 2026 |
| 4204 | NavPoint Financial, Inc. | $270M | 74 | Jun 2026 |
| 4205 | Verisail Partners, LLC | $270M | 26 | Jun 2026 |
| 4206 | American Financial Group Inc | $270M | 87 | Mar 2026 |
| 4207 | Titan Wealth (CI) Ltd | $269M | 51 | Jun 2026 |
| 4208 | Allie Family Office LLC | $269M | 107 | Jun 2026 |
| 4209 | Wittenberg Investment Management, Inc. | $269M | 74 | Mar 2026 |
| 4210 | Zeno Equity Partners LLP | $269M | 16 | Jun 2026 |
| 4211 | 5T Wealth, LLC | $269M | 134 | Jun 2026 |
| 4212 | V2 Financial group LLC | $268M | 123 | Jun 2026 |
| 4213 | Oakcliff Capital Partners, LP | $268M | 9 | Jun 2026 |
| 4214 | Carnegie Lake Advisors LLC | $268M | 168 | Jun 2026 |
| 4215 | Mad River Investors | $268M | 30 | Jun 2026 |
| 4216 | Aspect Partners, LLC | $268M | 905 | Jun 2026 |
| 4217 | Anb Bank | $268M | 201 | Jun 2026 |
| 4218 | Everest Private Wealth | $268M | 85 | Jun 2026 |
| 4219 | New England Professional Planning Group Inc. | $268M | 50 | Jun 2026 |
| 4220 | S&T Bank/PA | $268M | 516 | Mar 2026 |