Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 238 of 343 · 6,846 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 4741 |
Define Financial, Llc
|
$218M
|
47
|
Jun 2026
|
| 4742 |
Carson Advisory Inc.
|
$218M
|
204
|
Jun 2026
|
| 4743 |
Wolff Wiese Magana Llc
|
$217M
|
1,027
|
Jun 2026
|
| 4744 |
Pearl Planning LLC
|
$217M
|
58
|
Jun 2026
|
| 4745 |
Hager Investment Management Services, Llc
|
$217M
|
352
|
Jun 2026
|
| 4746 |
Carolina Wealth Management Inc
|
$217M
|
114
|
Jun 2026
|
| 4747 |
Envision Financial LLC
|
$217M
|
48
|
Jun 2026
|
| 4748 |
OmniStar Financial Group, Inc.
|
$217M
|
118
|
Jun 2026
|
| 4749 |
Essential Partners LLC
|
$217M
|
2,853
|
Jun 2026
|
| 4750 |
Jones Kertz & Associates, Inc.
|
$217M
|
66
|
Jun 2026
|
| 4751 |
Guardian Asset Advisors, LLC
|
$217M
|
132
|
Jun 2026
|
| 4752 |
Bellevue Asset Management, Llc
|
$217M
|
578
|
Jun 2026
|
| 4753 |
Friedenthal Financial
|
$217M
|
254
|
Jun 2026
|
| 4754 |
Ballast Rock Private Wealth LLC
|
$217M
|
192
|
Jun 2026
|
| 4755 |
OMNI 360 Wealth, Inc.
|
$216M
|
135
|
Jun 2026
|
| 4756 |
Islay Capital Management, Llc
|
$216M
|
231
|
Jun 2026
|
| 4757 |
Barnes Wealth Management Group, Inc
|
$216M
|
195
|
Jun 2026
|
| 4758 |
Swp Financial Llc
|
$216M
|
78
|
Jun 2026
|
| 4759 |
Paragon Capital Management LLC
|
$216M
|
60
|
Jun 2026
|
| 4760 |
GuidedMoney, LLC
|
$216M
|
34
|
Jun 2026
|
Page 238 of 343 · 6,846 managers
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