Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 60 of 258 · 5,143 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1181 |
Triad Wealth Partners, LLC
|
$1.3B
|
478
|
Mar 2026
|
| 1182 |
Moneco Advisors, Llc
|
$1.3B
|
507
|
Dec 2025
|
| 1183 |
United Asset Strategies, Inc.
|
$1.3B
|
257
|
Mar 2026
|
| 1184 |
W.G. Shaheen & Associates DBA Whitney & Co
|
$1.3B
|
175
|
Dec 2025
|
| 1185 |
Dorsey Asset Management
|
$1.3B
|
11
|
Mar 2026
|
| 1186 |
Tompkins Financial Corp
|
$1.3B
|
746
|
Mar 2026
|
| 1187 |
Dundas Partners LLP
|
$1.3B
|
49
|
Mar 2026
|
| 1188 |
Teewinot Capital Advisers, L.L.C.
|
$1.3B
|
33
|
Mar 2026
|
| 1189 |
Bangor Savings Bank
|
$1.3B
|
711
|
Mar 2026
|
| 1190 |
Cardiff Park Advisors, Llc
|
$1.3B
|
373
|
Mar 2026
|
| 1191 |
RMR Wealth Builders
|
$1.2B
|
275
|
Dec 2025
|
| 1192 |
Galvin, Gaustad & Stein, LLC
|
$1.2B
|
252
|
Mar 2026
|
| 1193 |
Transcend Capital Advisors, Llc
|
$1.2B
|
723
|
Mar 2026
|
| 1194 |
MBL Wealth, LLC
|
$1.2B
|
332
|
Dec 2025
|
| 1195 |
Vanguard Asset Management, Ltd
|
$1.2B
|
38
|
Mar 2026
|
| 1196 |
First Financial Bank - Trust Division
|
$1.2B
|
392
|
Mar 2026
|
| 1197 |
XML Financial, LLC
|
$1.2B
|
421
|
Mar 2026
|
| 1198 |
Clearwater Capital Advisors, LLC
|
$1.2B
|
178
|
Mar 2026
|
| 1199 |
Washington Trust Advisors, Inc.
|
$1.2B
|
870
|
Mar 2026
|
| 1200 |
Weatherly Asset Management L. P.
|
$1.2B
|
186
|
Mar 2026
|
Page 60 of 258 · 5,143 managers
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