The full directory
Every 13F filer, ranked by book value
All 8,741 institutional managers that filed a Form 13F for the quarter ending 2026-03-31, largest first. Showing 2,251–2,500. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 10 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Provident Investment Management, Inc. | MI | $1.0B | 82 | — | |
| Miller Investment Management, LP | PA | $1.0B | 86 | — | |
| Pictet North America Advisors SA | V8 | $1.0B | 154 | — | |
| SENTINEL TRUST CO LBA | TX | $1.0B | 135 | — | |
| Taikang Asset Management (Hong Kong) Co Ltd | K3 | $1.0B | 75 | — | |
| Voya Financial Advisors, Inc. | CT | $1.0B | 209 | — | |
| Prescott Group Capital Management, L.L.C. | OK | $1.0B | 263 | — | |
| BEACON FINANCIAL GROUP | TX | $1.0B | 348 | — | |
| Cornerstone Capital, Inc. | CA | $1.0B | 118 | — | |
| SYM FINANCIAL Corp | IN | $1.0B | 414 | — | |
| TETRAD CORP | NE | $1.0B | 3 | — | |
| WEALTHCARE CAPITAL MANAGEMENT LLC | VA | $1000.0M | 94 | — | |
| MAR VISTA INVESTMENT PARTNERS LLC | CA | $999.7M | 35 | — | |
| WGI DM, LLC | MA | $999.5M | 6 | — | |
| Numerai GP LLC | CA | $997.3M | 746 | — | |
| Heritage Trust Co | OK | $996.8M | 308 | — | |
| Gladstone Capital Management LLP | X0 | $995.9M | 32 | — | |
| Palisade Asset Management, LLC | MN | $995.9M | 195 | — | |
| Cheviot Value Management, LLC | CA | $995.6M | 426 | — | |
| Strategies Wealth Advisors, LLC | MI | $995.4M | 193 | — | |
| Relyea Zuckerberg Hanson LLC | CT | $994.6M | 276 | — | |
| Stadion Money Management, LLC | GA | $994.4M | 26 | — | |
| VISTA CAPITAL PARTNERS, INC. | OR | $994.1M | 156 | — | |
| Arrow Financial Corp | NY | $994.0M | 157 | — | |
| Knollwood Investment Advisory, LLC | MD | $991.7M | 303 | — | |
| Cooper Financial Group | CA | $989.5M | 425 | — | |
| AZZAD ASSET MANAGEMENT INC /ADV | VA | $989.0M | 331 | — | |
| Knighthead Capital Management, LLC | NY | $988.6M | 3 | — | |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | CA | $988.0M | 8 | — | |
| Rock Creek Group LLC | DC | $987.7M | 56 | — | |
| Wealth Management Nebraska | NE | $987.3M | 100 | — | |
| Forge Financial Services LLC | OK | $987.3M | 31 | — | |
| Planning Center, Inc. | IL | $987.1M | 78 | — | |
| DLD Asset Management, LP | NY | $986.4M | 325 | — | |
| Politan Capital Management LP | NY | $984.9M | 3 | — | |
| Rodgers & Associates, LTD | PA | $982.2M | 101 | — | |
| Private Capital Management, LLC | FL | $981.9M | 177 | — | |
| Medicxi Ventures Management (Jersey) Ltd | Y9 | $981.8M | 4 | — | |
| Evolution Wealth Advisors, LLC | FL | $981.5M | 176 | — | |
| ARMSTRONG HENRY H ASSOCIATES INC | PA | $981.4M | 61 | — | |
| Blueprint Investment Partners LLC | NC | $980.4M | 131 | — | |
| RATIONAL ADVISORS, INC. | PR | $979.9M | 179 | — | |
| Long Pond Capital, LP | NY | $978.1M | 32 | — | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | MO | $977.0M | 286 | — | |
| PSG Equity L.L.C. | MA | $976.9M | 1 | — | |
| Berkshire Money Management, Inc. | MA | $976.4M | 52 | — | |
| UNICOM Systems, Inc. | NV | $975.8M | 32 | — | |
| VIKING FUND MANAGEMENT LLC | ND | $975.6M | 142 | — | |
| Abu Dhabi Investment Council Co P.J.S.C | C0 | $974.8M | 25 | — | |
| Steigerwald, Gordon & Koch Inc. | VA | $974.2M | 782 | — | |
| Uniplan Investment Counsel, Inc. | WI | $973.9M | 183 | — | |
| STANSBERRY ASSET MANAGEMENT, LLC | TX | $972.7M | 141 | — | |
| Broad Bay Capital Management, LP | NY | $972.5M | 24 | — | |
| Jackson Wealth Management, LLC | FL | $972.1M | 148 | — | |
| CUTLER INVESTMENT COUNSEL LLC | OR | $971.1M | 146 | — | |
| MANE GLOBAL CAPITAL MANAGEMENT LP | NY | $970.7M | 57 | — | |
| Cascade Financial Partners, LLC | CA | $970.2M | 263 | — | |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | IL | $970.0M | 154 | — | |
| Stokes Family Office, LLC | LA | $969.0M | 276 | — | |
| Bensler, LLC | WA | $968.9M | 194 | — | |
| Pinnacle Wealth Planning Services, Inc. | OH | $968.0M | 2,737 | — | |
| WNY Asset Management, LLC | NY | $967.1M | 249 | — | |
| Great Lakes Retirement, Inc. | OH | $966.7M | 219 | — | |
| Graham Holdings Co | VA | $966.7M | 6 | — | |
| TWINBEECH CAPITAL LP | NY | $965.3M | 536 | — | |
| Parkman Healthcare Partners LLC | CT | $964.6M | 89 | — | |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | MI | $964.5M | 91 | — | |
| HCR Wealth Advisors | CA | $964.4M | 241 | — | |
| Ullmann Wealth Partners Group, LLC | FL | $963.3M | 156 | — | |
| Triple Frond Partners LLC | CA | $962.9M | 12 | — | |
| Quantitative Investment Management, LLC | VA | $962.5M | 363 | — | |
| MASTERINVEST Kapitalanlage GmbH | C4 | $962.5M | 292 | — | |
| Red Door Wealth Management, LLC | TN | $961.5M | 306 | — | |
| JGP Wealth Management, LLC | OR | $961.3M | 223 | — | |
| Graves Light Lenhart Wealth, Inc. | VA | $961.1M | 197 | — | |
| NAVELLIER & ASSOCIATES INC | NV | $959.5M | 326 | — | |
| Oak Harvest Investment Services | TX | $958.0M | 176 | — | |
| Center for Financial Planning, Inc. | MI | $958.0M | 658 | — | |
| BRUNI J V & CO /CO | CO | $957.8M | 31 | — | |
| Capital Investment Services of America, Inc. | WI | $957.7M | 80 | — | |
| Pekin Hardy Strauss, Inc. | IL | $957.0M | 478 | — | |
| Focused Wealth Management, Inc | NY | $957.0M | 200 | — | |
| JIA INVESTMENT ALLIANCE PTE. LTD. | U0 | $955.5M | 24 | — | |
| Gryphon Financial Partners LLC | OH | $954.3M | 360 | — | |
| Paradigm Operations LP | CA | $954.1M | 3 | — | |
| ISTHMUS PARTNERS, LLC | WI | $953.4M | 217 | — | |
| Wellesley Asset Management | NH | $952.5M | 54 | — | |
| Legacy Edge Advisors, LLC | NY | $951.4M | 223 | — | |
| Inscription Capital, LLC | TX | $951.1M | 714 | — | |
| DOCK STREET ASSET MANAGEMENT INC | FL | $950.8M | 58 | — | |
| SUMMIT WEALTH GROUP LLC / CO | CO | $950.4M | 339 | — | |
| PFM Health Sciences, LP | CA | $950.2M | 77 | — | |
| Discipline Wealth Solutions, LLC | SC | $949.9M | 192 | — | |
| CVA Family Office, LLC | CO | $949.6M | 1,838 | — | |
| Gemsstock Ltd. | X0 | $948.8M | 28 | — | |
| HBW ADVISORY SERVICES LLC | CA | $948.8M | 444 | — | |
| STEEL GROVE CAPITAL ADVISORS, LLC | TN | $947.8M | 218 | — | |
| K2 PRINCIPAL FUND, L.P. | A6 | $947.5M | 396 | — | |
| Two Creeks Capital Management, LP | NY | $947.0M | 21 | — | |
| Iron Gate Global Advisors LLC | UT | $946.7M | 105 | — | |
| V-Square Quantitative Management LLC | IL | $945.9M | 721 | — | |
| Great Waters Wealth Management | MN | $944.9M | 121 | — | |
| Troluce Capital Advisors LLC | PR | $944.7M | 46 | — | |
| Provenance Wealth Advisors, LLC | FL | $944.5M | 412 | — | |
| Disciplina Capital Management LLC | TN | $943.6M | 68 | — | |
| Convergence Financial, LLC | MO | $943.1M | 217 | — | |
| Harbour Trust & Investment Management Co | IN | $942.8M | 155 | — | |
| Pertento Partners LLP | X0 | $942.4M | 15 | — | |
| Minneapolis Portfolio Management Group, LLC | MN | $941.7M | 33 | — | |
| Synergy Asset Management, LLC | WA | $941.7M | 252 | — | |
| Bronte Capital Management Pty Ltd. | C3 | $940.9M | 51 | — | |
| LINCLUDEN MANAGEMENT LTD | A6 | $938.9M | 70 | — | |
| LEUTHOLD GROUP, LLC | MN | $938.7M | 211 | — | |
| Portland Global Advisors LLC | ME | $938.1M | 146 | — | |
| Columbus Macro, LLC | PA | $936.2M | 200 | — | |
| Bath Savings Trust Co | ME | $936.1M | 168 | — | |
| Intrua Financial, LLC | TX | $936.0M | 456 | — | |
| Newtyn Management, LLC | NY | $935.8M | 33 | — | |
| Private Wealth Asset Management, LLC | NE | $935.4M | 923 | — | |
| SeaCrest Wealth Management, LLC | NY | $935.0M | 635 | — | |
| ALTFEST L J & CO INC | NY | $934.9M | 326 | — | |
| PBCay One RSC Ltd | C0 | $934.9M | 17 | — | |
| Spear Holdings RSC Ltd | C0 | $934.9M | 17 | — | |
| NetEase, Inc. | F4 | $934.5M | 2 | — | |
| TRITONPOINT WEALTH, LLC | MD | $934.0M | 268 | — | |
| Financial Plan, Inc. | WA | $932.9M | 94 | — | |
| Tamar Securities, LLC | CA | $932.4M | 80 | — | |
| Institute for Wealth Management, LLC. | CO | $931.3M | 540 | — | |
| Moisand Fitzgerald Tamayo, LLC | FL | $930.5M | 515 | — | |
| Greenline Partners, LLC | NY | $930.3M | 144 | — | |
| Onyx Bridge Wealth Group LLC | NY | $930.0M | 373 | — | |
| Opus Capital Group, LLC | OH | $929.8M | 139 | — | |
| BIGLARI CAPITAL CORP. | TX | $929.4M | 12 | — | |
| Westerkirk Capital Inc. | A1 | $928.9M | 208 | — | |
| Van Cleef Asset Management,Inc | OH | $928.7M | 118 | — | |
| DiNuzzo Private Wealth, Inc. | PA | $928.1M | 1,345 | — | |
| Innovator Capital Management, LLC | IL | $925.0M | 10 | — | |
| Tairen Capital Ltd | K3 | $924.3M | 44 | — | |
| CAHILL FINANCIAL ADVISORS INC | MN | $923.9M | 286 | — | |
| Marble Harbor Investment Counsel, LLC | MA | $922.9M | 192 | — | |
| Old West Investment Management, LLC | CA | $922.6M | 123 | — | |
| Goldstone Financial Group, LLC | IL | $922.1M | 225 | — | |
| Consolidated Investment Group LLC | CO | $922.0M | 77 | — | |
| Koch, Inc. | KS | $921.9M | 8 | — | |
| Clarity Financial LLC | TX | $919.3M | 118 | — | |
| AssuredPartners Investment Advisors, LLC | FL | $919.2M | 402 | — | |
| WENDELL DAVID ASSOCIATES INC | NH | $918.9M | 151 | — | |
| Sierra Capital LLC | FL | $917.6M | 216 | — | |
| CKW FINANCIAL GROUP | HI | $917.0M | 166 | — | |
| Black Diamond Financial, LLC | MD | $916.5M | 185 | — | |
| TT International Asset Management LTD | X0 | $916.0M | 48 | — | |
| SR One Capital Management, LP | CA | $915.4M | 14 | — | |
| Alua Capital Management LP | NY | $915.1M | 14 | — | |
| Petrus Trust Company, LTA | TX | $915.1M | 27 | — | |
| Golden State Wealth Management, LLC | CA | $914.8M | 1,609 | — | |
| Destiny Wealth Partners, LLC | FL | $914.4M | 1,148 | — | |
| Caliber Wealth Management, LLC / KS | KS | $913.9M | 270 | — | |
| Scarborough Advisors, LLC | MD | $913.6M | 761 | — | |
| GOODNOW INVESTMENT GROUP, LLC | CT | $912.9M | 29 | — | |
| Southeast Asset Advisors, LLC | GA | $912.5M | 217 | — | |
| Greenvale Capital LLP | X0 | $912.2M | 12 | — | |
| TOTH FINANCIAL ADVISORY CORP | VA | $910.8M | 911 | — | |
| NAN FUNG TRINITY (HK) LTD | K3 | $910.6M | 62 | — | |
| NTV Asset Management LLC | WV | $909.7M | 311 | — | |
| Ironvine Capital Partners, LLC | NE | $909.6M | 55 | — | |
| CloudAlpha Capital Management Limited/Hong Kong | K3 | $909.5M | 37 | — | |
| HARVEY INVESTMENT CO LLC | KY | $909.5M | 98 | — | |
| Perseverance Asset Management International | E9 | $909.0M | 21 | — | |
| HARTLINE INVESTMENT CORP/ | IL | $908.9M | 112 | — | |
| Amanah Holdings Trust | X0 | $908.2M | 20 | — | |
| Brehaut David Pascal | Y7 | $907.9M | 1 | — | |
| GREENWOOD CAPITAL ASSOCIATES LLC | SC | $907.6M | 286 | — | |
| VILLERE ST DENIS J & CO LLC | LA | $906.9M | 76 | — | |
| Schneider Downs Wealth Management Advisors, LP | PA | $906.8M | 156 | — | |
| TAIYO LIFE INSURANCE CO | M0 | $906.3M | 10 | — | |
| Stockman Wealth Management, Inc. | MT | $906.2M | 178 | — | |
| Redhawk Wealth Advisors, Inc. | MN | $905.8M | 387 | — | |
| Hill Investment Group Partners, LLC | MO | $905.6M | 50 | — | |
| Per Stirling Capital Management, LLC. | TX | $905.0M | 308 | — | |
| ABNER HERRMAN & BROCK LLC | NJ | $904.9M | 108 | — | |
| Permian Investment Partners, LP | TX | $904.9M | 13 | — | |
| EnCap Investments L.P. | TX | $904.8M | 4 | — | |
| Sendero Wealth Management, LLC | TX | $904.1M | 205 | — | |
| Asset One Wealth Management LLC | WA | $903.8M | 336 | — | |
| Octagon Capital Advisors LP | NY | $903.6M | 29 | — | |
| AWM Investment Company, Inc. | NY | $903.4M | 98 | — | |
| EVERMAY WEALTH MANAGEMENT LLC | VA | $902.1M | 594 | — | |
| GCM Grosvenor Holdings, LLC | IL | $901.2M | 22 | — | |
| Goldstein Advisors, LLC | WI | $900.2M | 228 | — | |
| Teamwork Financial Advisors, LLC | TX | $900.0M | 179 | — | |
| BARLOW WEALTH PARTNERS, LLC | KY | $900.0M | 137 | — | |
| BlueStem Wealth Partners, LLC | MN | $899.9M | 124 | — | |
| DENALI ADVISORS LLC | CA | $899.7M | 307 | — | |
| WealthShield Partners, LLC | NC | $897.5M | 607 | — | |
| Global Endowment Management, LP | NC | $896.1M | 126 | — | |
| IAG Wealth Partners, LLC | WI | $895.9M | 509 | — | |
| Insight Wealth Strategies, LLC | CA | $895.7M | 177 | — | |
| First Turn Management, LLC | CA | $895.1M | 33 | — | |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | D5 | $894.1M | 6 | — | |
| Baring Fintech Fund III Managers Ltd | Y7 | $893.4M | 1 | — | |
| BloombergSen Inc. | A6 | $892.8M | 27 | — | |
| SIGNET FINANCIAL MANAGEMENT, LLC | NJ | $892.0M | 299 | — | |
| Financial Management Professionals, Inc. | TX | $891.6M | 962 | — | |
| Adams Asset Advisors, LLC | TX | $891.5M | 88 | — | |
| Quantum Financial Advisors, LLC | CA | $891.4M | 231 | — | |
| JAMES INVESTMENT RESEARCH, INC. | OH | $891.2M | 359 | — | |
| Prime Capital Management Co Ltd | K3 | $891.0M | 7 | — | |
| Trustees of Columbia University in the City of New York | NY | $891.0M | 3 | — | |
| Keebeck Wealth Management | IL | $889.0M | 426 | — | |
| Cypress Capital Group | FL | $888.9M | 246 | — | |
| FOUNDATION RESOURCE MANAGEMENT INC | AR | $888.5M | 55 | — | |
| SHEETS SMITH WEALTH MANAGEMENT | NC | $888.5M | 393 | — | |
| FJ Capital Management LLC | VA | $888.1M | 126 | — | |
| HOWARD FINANCIAL SERVICES, LTD. | TX | $887.9M | 222 | — | |
| GRIFFIN ASSET MANAGEMENT, INC. | NY | $886.6M | 228 | — | |
| JAG CAPITAL MANAGEMENT, LLC | MO | $886.6M | 137 | — | |
| NWF Advisory Services Inc. | CA | $885.5M | 407 | — | |
| McGuire Investment Group, LLC | RI | $885.3M | 121 | — | |
| Grove Bank & Trust | FL | $884.4M | 856 | — | |
| Invst, LLC | IN | $884.4M | 331 | — | |
| Motley Fool Wealth Management, LLC | VA | $884.2M | 124 | — | |
| George Kaiser Family Foundation | OK | $882.8M | 71 | — | |
| AMERICAN EXPRESS CO | NY | $880.4M | 1 | — | |
| ROMANO BROTHERS AND COMPANY | IL | $880.2M | 319 | — | |
| Capital Advisors, Ltd. LLC | OH | $879.8M | 1,555 | — | |
| 180 WEALTH ADVISORS, LLC | WA | $879.8M | 472 | — | |
| DUPONT CAPITAL MANAGEMENT CORP | DE | $878.7M | 101 | — | |
| OAK HILL ADVISORS LP | NY | $877.9M | 12 | — | |
| Headlands Technologies LLC | IL | $877.9M | 712 | — | |
| Quadcap Wealth Management, LLC | TX | $877.5M | 383 | — | |
| True North Advisors, LLC | TX | $877.3M | 245 | — | |
| MIDDLETON & CO INC/MA | MA | $876.9M | 164 | — | |
| Souders Financial Advisors | OH | $876.4M | 216 | — | |
| LVZ, Inc. | MI | $876.3M | 161 | — | |
| Stillwater Capital Advisors, LLC | PA | $876.1M | 68 | — | |
| Absolute Gestao de Investimentos Ltda. | D5 | $875.3M | 70 | — | |
| PARTHENON LLC | KY | $874.7M | 127 | — | |
| ATLAS CAPITAL ADVISORS INC. | WY | $874.6M | 988 | — | |
| Power Alpha Investment Ltd | D8 | $874.2M | 5 | — | |
| Archford Capital Strategies, LLC | IL | $873.4M | 341 | — | |
| BURNS J W & CO INC/NY | NY | $872.8M | 183 | — | |
| Genus Capital Management Inc. | A1 | $872.6M | 189 | — | |
| Private Capital Advisors, Inc. | CT | $872.0M | 73 | — | |
| Boulay Financial Advisors, LLC | MN | $871.3M | 5 | — | |
| Wallace Capital Management Inc. | TX | $870.8M | 75 | — | |
| River Wealth Advisors LLC | PA | $870.8M | 205 | — | |
| Pacific Life Fund Advisors LLC | CA | $870.5M | 21 | — | |
| TWIN FOCUS CAPITAL PARTNERS, LLC | MA | $870.1M | 172 | — | |
| Bedel Financial Consulting, Inc. | IN | $870.0M | 293 | — | |
| NOVEM GROUP | NY | $869.7M | 424 | — |
This box filters the 250 rows on this pg only. To search all 8,741 filers at once, use the search on the main pg.
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-09-30 · base rates recomputed 2026-10-11 · how we test