Directory
13D/13G activists + 13F quarterly managers (hedge funds, advisors, banks)
Page 9 of 345 · 6,882 managers
| # |
Fund / Institution
|
AUM ▼
|
Positions
|
Period
|
| 161 |
Wilkins Miller Wealth Management, LLC
|
$181.8B
|
95
|
Jun 2026
|
| 162 |
Perspective Wealth Advisors Llc
|
$181.8B
|
70
|
Jun 2026
|
| 163 |
Columbia Advisory Partners Llc
|
$181.3B
|
111
|
Jun 2026
|
| 164 |
Nova Wealth Management, Inc.
|
$181.2B
|
570
|
Jun 2026
|
| 165 |
Mitsubishi UFJ Asset Management Co., Ltd.
|
$180.4B
|
1,659
|
Jun 2026
|
| 166 |
J.E. Simmons & Co., P.C.
|
$177.5B
|
72
|
Jun 2026
|
| 167 |
Vannoy Advisory Group, Inc.
|
$176.9B
|
30
|
Jun 2026
|
| 168 |
Sumitomo Mitsui Trust Group, Inc.
|
$175.1B
|
1,080
|
Jun 2026
|
| 169 |
J. M. Brown & Associates Inc.
|
$174.7B
|
167
|
Jun 2026
|
| 170 |
SwitchPoint Financial Planning, LLC
|
$173.2B
|
113
|
Jun 2026
|
| 171 |
Gutierrez Wealth Advisory, LLC
|
$173.0B
|
110
|
Jun 2026
|
| 172 |
Pacific Park Financial, Inc.
|
$172.3B
|
77
|
Jun 2026
|
| 173 |
Jennison Associates Llc
|
$166.7B
|
805
|
Jun 2026
|
| 174 |
Keystone Financial Services, LLC
|
$166.4B
|
61
|
Jun 2026
|
| 175 |
Shum Financial Group, Inc.
|
$165.9B
|
106
|
Jun 2026
|
| 176 |
Refined Wealth Management
|
$165.7B
|
49
|
Jun 2026
|
| 177 |
Opulen Financial Group LLC
|
$159.0B
|
117
|
Jun 2026
|
| 178 |
Flagship Capital Management Inc.
|
$158.4B
|
50
|
Jun 2026
|
| 179 |
Northwestern Mutual Wealth Management Co
|
$158.1B
|
4,007
|
Dec 2025
|
| 180 |
Victory Capital Management Inc
|
$156.1B
|
2,565
|
Mar 2026
|
Page 9 of 345 · 6,882 managers
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