Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 3 of 347 · 6,933 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 41 |
Bank of New York Mellon Corp
|
$543.9B
|
33,728
|
Mar 2026
|
| 42 |
Clear Wave Wealth Management Llc
|
$541.5B
|
191
|
Jun 2026
|
| 43 |
America First Investment Advisors, LLC
|
$538.9B
|
45
|
Jun 2026
|
| 44 |
Prudent Investors Network, Inc.
|
$516.3B
|
87
|
Jun 2026
|
| 45 |
Detalus Advisors, LLC
|
$513.1B
|
191
|
Jun 2026
|
| 46 |
Bull Harbor Capital LLC
|
$512.8B
|
554
|
Jun 2026
|
| 47 |
Core Wealth Advisors, Inc.
|
$497.5B
|
126
|
Jun 2026
|
| 48 |
Vaquero Private Wealth, Ltd
|
$485.9B
|
194
|
Jun 2026
|
| 49 |
Copper Harbor Investment Advisors, LLC
|
$472.4B
|
95
|
Jun 2026
|
| 50 |
Summit Wealth & Retirement Planning, Inc.
|
$471.9B
|
113
|
Jun 2026
|
| 51 |
Meridian Investment Counsel Inc.
|
$465.9B
|
250
|
Jun 2026
|
| 52 |
Meredith Wealth Planning
|
$423.7B
|
74
|
Jun 2026
|
| 53 |
Envestnet Asset Management Inc
|
$423.6B
|
4,822
|
Jun 2026
|
| 54 |
Nuveen, LLC
|
$419.2B
|
10,263
|
Jun 2026
|
| 55 |
Barclays Plc
|
$416.3B
|
12,241
|
Mar 2026
|
| 56 |
Franklin Resources Inc
|
$408.3B
|
14,782
|
Mar 2026
|
| 57 |
Arcataur Capital Management LLC
|
$403.5B
|
105
|
Jun 2026
|
| 58 |
VCI Wealth Management LLC
|
$398.9B
|
99
|
Jun 2026
|
| 59 |
Aurdan Capital Management, LLC
|
$394.2B
|
99
|
Jun 2026
|
| 60 |
Narus Financial Partners, LLC
|
$389.3B
|
177
|
Jun 2026
|
Page 3 of 347 · 6,933 managers
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