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 2,501–2,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 11 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | GA | $869.7M | 157 | — | |
| CABOT WEALTH MANAGEMENT INC | MA | $869.5M | 139 | — | |
| Hanson & Doremus Investment Management | VT | $869.2M | 534 | — | |
| IDG China Capital Fund III Associates L.P. | F4 | $868.3M | 2 | — | |
| Blue Grotto Capital, LLC | GA | $867.6M | 21 | — | |
| L. Roy Papp & Associates, LLP | AZ | $867.4M | 184 | — | |
| HHM Wealth Advisors, LLC | TN | $866.9M | 875 | — | |
| Northcape Capital Pty Ltd | C3 | $866.7M | 8 | — | |
| Havemeyer Place LP | CT | $866.7M | 498 | — | |
| RMG Wealth Management LLC | WI | $866.4M | 606 | — | |
| Informed Momentum Co LLC | CA | $866.2M | 273 | — | |
| New England Private Wealth Advisors LLC | MA | $866.2M | 194 | — | |
| MAKENA CAPITAL MANAGEMENT LLC | CA | $866.1M | 27 | — | |
| One Madison Group LLC | NY | $865.8M | 28 | — | |
| Cache Advisors, LLC | CA | $865.8M | 191 | — | |
| Rodgers Brothers Inc. | PA | $865.5M | 242 | — | |
| Discerene Group LP | CT | $863.7M | 11 | — | |
| ADAMS NATURAL RESOURCES FUND, INC. | MD | $862.6M | 54 | — | |
| TWO SIGMA SECURITIES, LLC | NY | $860.9M | 1,599 | — | |
| Ascent Wealth Partners, LLC | NY | $860.3M | 188 | — | |
| JABODON PT CO | NV | $860.3M | 8 | — | |
| Benchstone Capital Management LP | NY | $859.5M | 38 | — | |
| Ophir Asset Management Pty Ltd | C3 | $858.7M | 34 | — | |
| Philosophy Capital Management LLC | CA | $858.1M | 36 | — | |
| Night Owl Capital Management, LLC | CT | $858.0M | 30 | — | |
| TOTAL INVESTMENT MANAGEMENT INC | AZ | $857.8M | 89 | — | |
| U S GLOBAL INVESTORS INC | TX | $857.6M | 135 | — | |
| QUEST INVESTMENT MANAGEMENT LLC | OR | $856.8M | 122 | — | |
| St. Louis Trust Co | MO | $856.5M | 145 | — | |
| CALEDONIA INVESTMENTS PLC | X0 | $855.9M | 15 | — | |
| Baldwin Investment Management, LLC | PA | $855.7M | 210 | — | |
| Violich Capital Management, Inc. | CA | $855.4M | 118 | — | |
| Aviance Capital Partners, LLC | FL | $854.0M | 368 | — | |
| GREATMARK INVESTMENT PARTNERS, INC. | GA | $853.6M | 145 | — | |
| FORM Wealth Advisors, LLC | WI | $853.6M | 58 | — | |
| ABSHER WEALTH MANAGEMENT, LLC | NC | $852.9M | 70 | — | |
| ABSOLUTE INVESTMENT ADVISERS, LLC | FL | $852.1M | 122 | — | |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | TX | $850.6M | 14 | — | |
| Evelyn Partners Investment Management Services Ltd | X0 | $850.0M | 281 | — | |
| Embree Financial Group | IL | $849.1M | 261 | — | |
| Board of Trustees of The Leland Stanford Junior University | CA | $848.7M | 22 | — | |
| SILVERARC CAPITAL MANAGEMENT, LLC | MA | $848.6M | 67 | — | |
| Legacy Advisors, LLC | PA | $848.2M | 279 | — | |
| CATALYST FINANCIAL PARTNERS LLC | MA | $846.9M | 370 | — | |
| Oasis Management Co Ltd. | E9 | $845.6M | 104 | — | |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | OH | $845.1M | 113 | — | |
| Archon Partners LLC | NJ | $845.0M | 39 | — | |
| Fractal Investments LLC | CT | $845.0M | 81 | — | |
| VR Advisory Services Ltd | E9 | $844.9M | 40 | — | |
| Occidental Asset Management, LLC | CA | $844.1M | 282 | — | |
| State of Wyoming | WY | $843.7M | 1,783 | — | |
| Baker Ellis Asset Management LLC | WA | $842.5M | 254 | — | |
| PATTON ALBERTSON MILLER GROUP, LLC | TN | $842.3M | 212 | — | |
| BBFIT INVESTMENTS PTE LTD | U0 | $841.9M | 7 | — | |
| Marietta Wealth Management, LLC | GA | $841.4M | 129 | — | |
| Walmart Inc. | AR | $840.4M | 3 | — | |
| Community Bank, N.A. | NY | $840.1M | 501 | — | |
| Seilern Investment Management Ltd | X0 | $838.5M | 24 | — | |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | CO | $837.3M | 44 | — | |
| Claret Asset Management Corp | A8 | $837.2M | 355 | — | |
| Eagle Strategies LLC | NY | $837.1M | 258 | — | |
| De Lisle Partners LLP | X0 | $835.9M | 174 | — | |
| Financial Partners Group, Inc | KS | $835.9M | 227 | — | |
| MBB PUBLIC MARKETS I LLC | IL | $835.2M | 24 | — | |
| MATTERN CAPITAL MANAGEMENT, LLC | CO | $834.9M | 170 | — | |
| MANAGED ASSET PORTFOLIOS, LLC | MI | $834.4M | 51 | — | |
| Family Manage LLC | NY | $833.9M | 305 | — | |
| Suncoast Equity Management | FL | $833.3M | 101 | — | |
| NICOLA WEALTH MANAGEMENT LTD. | A1 | $833.0M | 62 | — | |
| Alaska Wealth Advisors, LLC | AK | $832.8M | 85 | — | |
| ICICI Prudential Asset Management Co Ltd | K7 | $832.6M | 155 | — | |
| Ramirez Asset Management, Inc. | NY | $831.7M | 349 | — | |
| Accurate Wealth Management, LLC | FL | $830.9M | 533 | — | |
| SHENKMAN CAPITAL MANAGEMENT INC | NY | $830.6M | 81 | — | |
| Claro Advisors Inc. | MA | $830.1M | 506 | — | |
| RPG Investment Advisory, LLC | CA | $829.0M | 92 | — | |
| Engine Capital Management, LP | NY | $828.4M | 26 | — | |
| Fort Sheridan Advisors LLC | IL | $827.6M | 282 | — | |
| Wealth Enhancement Trust Services, Inc. | SD | $826.5M | 779 | — | |
| Passaic Partners LLC | NJ | $825.8M | 13 | — | |
| SIRIOS CAPITAL MANAGEMENT L P | MA | $824.8M | 81 | — | |
| MJP ASSOCIATES INC /ADV | CT | $823.2M | 228 | — | |
| Parkside Investments, LLC | IL | $823.1M | 98 | — | |
| Mayflower Financial Advisors, LLC | MA | $822.8M | 442 | — | |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | GA | $822.2M | 214 | — | |
| Arista Wealth Management, LLC | NV | $821.5M | 253 | — | |
| CADIAN CAPITAL MANAGEMENT, LP | NY | $821.2M | 23 | — | |
| Alley Investment Management Company, LLC | IL | $821.0M | 85 | — | |
| AVENIR CORP | VA | $820.5M | 72 | — | |
| DUMAC, INC. | NC | $820.4M | 10 | — | |
| Oak Root LLC | CA | $820.0M | 10 | — | |
| MayTech Global Investments, LLC | NY | $819.8M | 23 | — | |
| BSW Wealth Partners | CO | $819.4M | 312 | — | |
| Nelson Capital Management, LLC | CA | $819.2M | 108 | — | |
| SJS Investment Consulting Inc. | OH | $818.6M | 2,473 | — | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | MA | $818.3M | 489 | — | |
| HOHIMER WEALTH MANAGEMENT, LLC | WA | $818.2M | 367 | — | |
| Brio Consultants, LLC | CA | $818.0M | 152 | — | |
| Capital Investment Counsel, Inc | NC | $816.1M | 249 | — | |
| Kera Capital Partners, Inc. | CA | $814.7M | 569 | — | |
| Stanley-Laman Group, Ltd. | PA | $814.5M | 294 | — | |
| VICTORY FINANCIAL GROUP, LLC | TX | $813.9M | 347 | — | |
| RTD Financial Advisors, Inc. | PA | $813.7M | 114 | — | |
| ADVISORY RESEARCH INC | IL | $813.5M | 137 | — | |
| TFC Financial Management, Inc. | MA | $811.6M | 998 | — | |
| Portfolio Strategies, Inc. | NJ | $811.1M | 75 | — | |
| Rhenman & Partners Asset Management AB | V7 | $810.5M | 86 | — | |
| BAXTER BROS INC | CT | $810.1M | 166 | — | |
| Buck Wealth Strategies, LLC | CO | $809.8M | 166 | — | |
| Impact Partnership Wealth, LLC | GA | $809.7M | 363 | — | |
| ASHFORD CAPITAL MANAGEMENT INC | DE | $809.2M | 99 | — | |
| B&D White Capital Company, LLC | TX | $808.8M | 74 | — | |
| Pathway Financial Advisors LLC | VT | $808.3M | 136 | — | |
| United Advisor Group, LLC | OH | $807.2M | 497 | — | |
| Dorsey Wright & Associates | CA | $807.0M | 158 | — | |
| Strid Group, LLC | PA | $806.9M | 85 | — | |
| Johnson Bixby & Associates, LLC | WA | $806.5M | 127 | — | |
| Financial Enhancement Group LLC | IN | $805.9M | 132 | — | |
| Flaharty Asset Management, LLC | FL | $805.5M | 133 | — | |
| OARSMAN CAPITAL, INC. | WI | $805.3M | 235 | — | |
| Emerald Advisors, LLC | WA | $805.3M | 117 | — | |
| Redwood Investment Management, LLC | AZ | $805.3M | 264 | — | |
| Glendon Capital Management LP | CA | $805.2M | 25 | — | |
| CVFG LLC | IN | $804.3M | 239 | — | |
| Ally Financial Inc. | MI | $803.8M | 125 | — | |
| LaFleur & Godfrey LLC | MI | $803.2M | 141 | — | |
| One Wealth Advisors, LLC | CA | $803.0M | 304 | — | |
| FINANCIAL CONSULATE, INC | MD | $802.6M | 1,402 | — | |
| INSPIRION WEALTH ADVISORS, LLC | IL | $802.5M | 177 | — | |
| Governors Lane LP | NY | $801.5M | 167 | — | |
| 1834 INVESTMENT ADVISORS CO | WI | $801.3M | 206 | — | |
| ACK Asset Management LLC | CT | $801.1M | 20 | — | |
| Naviter Wealth, LLC | AR | $800.6M | 271 | — | |
| LIBERTY WEALTH MANAGEMENT LLC | CA | $800.4M | 268 | — | |
| Cynosure Group, LLC | UT | $800.3M | 198 | — | |
| CITY HOLDING CO | WV | $799.8M | 570 | — | |
| King Wealth Management Group | NY | $799.7M | 158 | — | |
| INFINITUM ASSET MANAGEMENT, LLC | FL | $799.1M | 21 | — | |
| Geometric Wealth Advisors | DC | $798.6M | 85 | — | |
| KAVAR CAPITAL PARTNERS GROUP, LLC | KS | $798.4M | 213 | — | |
| Ashe Capital Management, LP | NJ | $797.4M | 7 | — | |
| Rovida Investment Management Ltd | E9 | $797.3M | 17 | — | |
| Barton Investment Management | PA | $797.3M | 54 | — | |
| Arkos Global Advisors | TX | $796.8M | 199 | — | |
| ASHTON THOMAS SECURITIES, LLC | NY | $796.5M | 443 | — | |
| Legacy Financial Group LLC | IA | $795.1M | 121 | — | |
| L & S Advisors Inc | CA | $794.9M | 233 | — | |
| Curated Wealth Partners LLC | CA | $793.6M | 228 | — | |
| Soundwatch Capital LLC | CT | $793.2M | 47 | — | |
| Hound Partners, LLC | NY | $792.3M | 34 | — | |
| Vision Capital Management, Inc. | OR | $791.9M | 150 | — | |
| Aperture Investors, LLC | NY | $791.3M | 87 | — | |
| Parkway Wealth Management Group, LLC | TX | $790.5M | 137 | — | |
| Alpha Wave Global, LP | NY | $790.5M | 20 | — | |
| Atlas Venture Life Science Advisors, LLC | MA | $790.0M | 6 | — | |
| Avenir Tech Ltd | K3 | $789.5M | 21 | — | |
| Independence Bank of Kentucky | KY | $789.4M | 623 | — | |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | L3 | $789.3M | 44 | — | |
| V3 Holding Ltd | E9 | $789.1M | 1 | — | |
| Strategic Wealth Investment Group, LLC | KY | $788.1M | 94 | — | |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | MA | $788.0M | 47 | — | |
| Fideuram Asset Management (Ireland) dac | L2 | $786.7M | 445 | — | |
| Roble, Belko & Company, Inc | PA | $786.5M | 487 | — | |
| NEW ENGLAND ASSET MANAGEMENT INC | CT | $786.2M | 99 | — | |
| JT Stratford LLC | GA | $785.6M | 297 | — | |
| LAKE STREET PRIVATE WEALTH, LLC | IL | $785.4M | 270 | — | |
| McGowan Group Asset Management, Inc. | TX | $785.1M | 152 | — | |
| Sciencast Management LP | NJ | $785.1M | 243 | — | |
| GFS Advisors, LLC | TX | $784.7M | 159 | — | |
| Brookwood Investment Group LLC | AZ | $784.3M | 492 | — | |
| Central Pacific Bank - Trust Division | HI | $783.6M | 854 | — | |
| Nellore Capital Management LLC | CA | $782.6M | 11 | — | |
| McMillan Office, Inc. | MI | $781.6M | 500 | — | |
| Titan Investment Solutions Ltd | X0 | $781.5M | 56 | — | |
| Quantum Capital Management, LLC / NJ | NJ | $781.4M | 34 | — | |
| High Probability Advisors, LLC | NY | $781.4M | 67 | — | |
| Technology Crossover Management X, Ltd. | CA | $781.3M | 6 | — | |
| HRTG GPE, LLC | WY | $781.0M | 3 | — | |
| UNITED BANK | VA | $780.8M | 121 | — | |
| Biondo Investment Advisors, LLC | PA | $779.9M | 82 | — | |
| Anson Funds Management LP | TX | $779.8M | 105 | — | |
| Lifeworks Advisors, LLC | MI | $779.2M | 296 | — | |
| FSM Wealth Advisors, LLC | OH | $778.2M | 316 | — | |
| TCP Asset Management, LLC | OH | $778.0M | 133 | — | |
| AXQ CAPITAL, LP | NJ | $777.1M | 973 | — | |
| NOTTINGHAM ADVISORS, INC. | NY | $776.9M | 112 | — | |
| First Pacific Financial | WA | $776.5M | 663 | — | |
| BlueSky Wealth Advisors, LLC | NC | $776.5M | 115 | — | |
| Permanens Capital L.P. | NY | $776.3M | 88 | — | |
| TWIN CAPITAL MANAGEMENT INC | PA | $775.7M | 271 | — | |
| Cardinal Capital Management | NC | $775.6M | 136 | — | |
| WoodTrust Financial Corp | WI | $774.8M | 174 | — | |
| PLANNING ALTERNATIVES LTD /ADV | MI | $774.8M | 111 | — | |
| Parsifal Capital Management, LP | CT | $774.6M | 17 | — | |
| Gilbert & Cook, Inc. | IA | $774.2M | 221 | — | |
| SYLEBRA CAPITAL LLC | CA | $773.7M | 11 | — | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | WI | $773.5M | 499 | — | |
| KFG WEALTH MANAGEMENT, LLC | IN | $773.4M | 215 | — | |
| VALLEY NATIONAL ADVISERS INC | PA | $772.8M | 867 | — | |
| PILGRIM GLOBAL ADVISORS LLC | NV | $772.4M | 3 | — | |
| D'Orazio & Associates, Inc. | VA | $772.1M | 298 | — | |
| CANYON CAPITAL ADVISORS LLC | TX | $772.0M | 19 | — | |
| Orange Investment Advisors, Inc. | NY | $771.5M | 145 | — | |
| LexAurum Advisors, LLC | KS | $771.1M | 400 | — | |
| CULBERTSON A N & CO INC | VA | $770.9M | 132 | — | |
| Concord Wealth Partners | VA | $770.5M | 207 | — | |
| Wahed Invest LLC | NY | $770.3M | 225 | — | |
| CRA Financial Services, LLC | NJ | $770.1M | 296 | — | |
| Slow Capital, Inc. | CA | $770.0M | 104 | — | |
| Revolve Wealth Partners, LLC | NJ | $769.6M | 229 | — | |
| Fund 1 Investments, LLC | PR | $768.3M | 62 | — | |
| Arbor Investment Advisors, LLC | NC | $768.2M | 114 | — | |
| Premier Path Wealth Partners, LLC | NJ | $767.4M | 398 | — | |
| FIDUCIENT ADVISORS LLC | IL | $765.0M | 139 | — | |
| Capital Advantage, Inc. | CA | $765.0M | 145 | — | |
| Alphadyne Asset Management LP | NY | $764.6M | 251 | — | |
| WS MANAGEMENT LLLP | FL | $764.5M | 35 | — | |
| Camrose Capital Investment Partners LLP | X0 | $764.2M | 10 | — | |
| Fortis Capital Advisors, LLC | KS | $763.4M | 371 | — | |
| Skylands Capital, LLC | WI | $763.0M | 155 | — | |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | MN | $762.9M | 214 | — | |
| Fort Point Capital Partners LLC | CA | $762.5M | 220 | — | |
| Freedom Together Foundation | NY | $762.2M | 2 | — | |
| Boxer Capital Management, LLC | CA | $761.7M | 54 | — | |
| Cannon Financial Strategists, Inc. | GA | $760.8M | 109 | — | |
| Opaleye Management Inc. | MA | $759.2M | 54 | — | |
| Gibbs Wealth Management | GA | $759.0M | 430 | — | |
| Sargent Investment Group, LLC | MD | $758.9M | 266 | — | |
| Walkner Condon Financial Advisors LLC | WI | $758.7M | 322 | — | |
| CULLEN INVESTMENT GROUP, LTD. | LA | $757.6M | 179 | — | |
| Integrity Advisory Solutions, LLC | TX | $757.1M | 293 | — | |
| Tennessee Valley Asset Management Partners | TN | $757.1M | 184 | — | |
| Ranmore Fund Management Ltd | X0 | $757.0M | 20 | — | |
| Meridian Wealth Advisors, LLC | TX | $756.4M | 202 | — | |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | PA | $755.9M | 274 | — | |
| McGlone Suttner Wealth Management, Inc. | WI | $755.2M | 189 | — | |
| Symphony Financial, Ltd. Co. | TX | $755.0M | 315 | — | |
| JOHN G ULLMAN & ASSOCIATES INC | NY | $754.3M | 174 | — | |
| HMI Capital Management, L.P. | CA | $754.3M | 11 | — | |
| FIDUCIARY FINANCIAL GROUP, LLC | CA | $754.1M | 345 | — | |
| Front Street Capital Management, Inc. | MT | $753.9M | 73 | — | |
| Polianta Ltd | Y9 | $753.5M | 88 | — | |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | CT | $753.4M | 415 | — | |
| ECLECTIC ASSOCIATES INC /ADV | CA | $753.2M | 159 | — | |
| MARK ASSET MANAGEMENT LP | NY | $753.0M | 31 | — | |
| ABC ARBITRAGE SA | I0 | $752.9M | 364 | — | |
| GCQ FUNDS MANAGEMENT PTY Ltd | C3 | $752.9M | 11 | — | |
| Talon Private Wealth, LLC | FL | $752.8M | 187 | — | |
| Wallington Asset Management, LLC | IN | $752.3M | 61 | — | |
| Technology Crossover Management IX, Ltd. | CA | $752.2M | 6 | — |
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 2026-06-25 · base rates recomputed 2026-07-31 · how we test