Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 86 of 345 · 6,881 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 1701 |
Transamerica Financial Advisors, LLC
|
$1.2B
|
2,188
|
Jun 2026
|
| 1702 |
Oak Grove Capital LLC
|
$1.2B
|
308
|
Mar 2026
|
| 1703 |
Financial Synergies Wealth Advisors, Inc.
|
$1.2B
|
116
|
Jun 2026
|
| 1704 |
Nadler Financial Group, Inc.
|
$1.2B
|
149
|
Jun 2026
|
| 1705 |
Cache Advisors, LLC
|
$1.2B
|
139
|
Jun 2026
|
| 1706 |
One William Street Capital Management, L.P.
|
$1.2B
|
16
|
Mar 2026
|
| 1707 |
Kohmann Bosshard Financial Services, LLC
|
$1.2B
|
229
|
Jun 2026
|
| 1708 |
Trust Point Inc.
|
$1.2B
|
739
|
Jun 2026
|
| 1709 |
Park West Asset Management LLC
|
$1.2B
|
52
|
Mar 2026
|
| 1710 |
Mcdaniel Terry & Co
|
$1.2B
|
81
|
Mar 2026
|
| 1711 |
Clarity Financial LLC
|
$1.2B
|
132
|
Jun 2026
|
| 1712 |
Tanglewood Wealth Management, Inc.
|
$1.2B
|
44
|
Jun 2026
|
| 1713 |
Townsend & Associates, Inc
|
$1.2B
|
115
|
Jun 2026
|
| 1714 |
American National Bank & Trust
|
$1.2B
|
631
|
Jun 2026
|
| 1715 |
KWB Wealth
|
$1.2B
|
169
|
Jun 2026
|
| 1716 |
Verus Financial Partners, Inc.
|
$1.2B
|
127
|
Jun 2026
|
| 1717 |
Motco
|
$1.2B
|
977
|
Jun 2026
|
| 1718 |
Pinkerton Wealth, Llc
|
$1.2B
|
103
|
Jun 2026
|
| 1719 |
Forge Financial Services LLC
|
$1.2B
|
36
|
Jun 2026
|
| 1720 |
AltraVue Capital, LLC
|
$1.2B
|
49
|
Mar 2026
|
Page 86 of 345 · 6,881 managers
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