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 2,751–3,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 12 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Peterson Wealth Advisors, LLC | UT | $751.9M | 108 | — | |
| WATER ISLAND CAPITAL LLC | NY | $750.1M | 86 | — | |
| Belvedere Trading LLC | IL | $749.8M | 227 | — | |
| American Financial Advisors, LLC | GA | $749.5M | 159 | — | |
| Cornerstone Planning Group LLC | NJ | $749.2M | 1,818 | — | |
| Manchester Global Management (UK) Ltd | X0 | $749.1M | 23 | — | |
| BDF-GESTION | I0 | $748.6M | 144 | — | |
| Fortis Capital Management LLC | WA | $747.5M | 206 | — | |
| Breakwater Capital Group | NJ | $746.8M | 373 | — | |
| Power Corp of Canada | Z4 | $745.4M | 1 | — | |
| Conversant Capital LLC | NJ | $745.1M | 16 | — | |
| Capital Advisors Wealth Management, LLC | WA | $744.6M | 216 | — | |
| Hendershot Investments Inc. | VA | $744.0M | 129 | — | |
| SkyView Investment Advisors, LLC | NJ | $743.3M | 318 | — | |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | CA | $743.0M | 262 | — | |
| Ellenbecker Investment Group | WI | $742.9M | 134 | — | |
| Abacus Planning Group, Inc. | SC | $742.9M | 264 | — | |
| Sharkey, Howes & Javer | CO | $742.3M | 153 | — | |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | TX | $742.3M | 153 | — | |
| Allegheny Financial Group | PA | $741.8M | 290 | — | |
| Think Investments LP | CA | $741.6M | 30 | — | |
| Lineweaver Wealth Advisors, LLC | OH | $741.5M | 168 | — | |
| Running Oak Capital LLC | MN | $740.6M | 55 | — | |
| CAMDEN NATIONAL BANK | ME | $739.3M | 164 | — | |
| Canal Capital Management, LLC | VA | $738.8M | 207 | — | |
| Qtron Investments LLC | MA | $737.6M | 421 | — | |
| James J. Burns & Company, LLC | NY | $737.0M | 155 | — | |
| Portside Wealth Group, LLC | UT | $736.7M | 458 | — | |
| Burton Enright Welch | CA | $735.5M | 134 | — | |
| Glassman Wealth Services | VA | $735.5M | 187 | — | |
| TFO Wealth Partners, LLC | OH | $735.4M | 72 | — | |
| Colonial Trust Co / SC | SC | $735.2M | 1,135 | — | |
| SEEDS INVESTOR LLC | NY | $734.7M | 350 | — | |
| ARVEST INVESTMENTS, INC. | AR | $733.4M | 199 | — | |
| Berman McAleer LLC | MD | $733.0M | 162 | — | |
| Rice Partnership, LLC | HI | $731.8M | 178 | — | |
| Intellus Advisors LLC | FL | $731.8M | 125 | — | |
| GFI Investment Counsel Ltd. | A6 | $731.5M | 24 | — | |
| Third View Private Wealth, LLC | CT | $730.3M | 267 | — | |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | VA | $729.8M | 215 | — | |
| Capital Investment Counsel, LLC | CO | $729.8M | 143 | — | |
| Horst & Graben Wealth Management LLC | OR | $729.0M | 195 | — | |
| Meridian Wealth Partners, LLC | PA | $728.6M | 118 | — | |
| SKBA CAPITAL MANAGEMENT LLC | CA | $728.4M | 79 | — | |
| Sloy Dahl & Holst, LLC | WA | $728.4M | 112 | — | |
| TRAN CAPITAL MANAGEMENT, L.P. | CA | $728.3M | 71 | — | |
| DILLON & ASSOCIATES INC | MI | $726.4M | 75 | — | |
| FIFTHDELTA Ltd | X0 | $724.8M | 11 | — | |
| PROFESSIONAL ADVISORY SERVICES INC | FL | $724.4M | 80 | — | |
| Financial Advisors Network, Inc. | CA | $724.3M | 204 | — | |
| Klaas Financial Asset Advisors, LLC | IL | $724.2M | 59 | — | |
| TLT Family Holdco ULC | A6 | $724.1M | 8 | — | |
| FengHe Fund Management Pte. Ltd. | U0 | $723.6M | 31 | — | |
| Vivaldi Capital Management LP | IL | $723.2M | 281 | — | |
| UNIQUE WEALTH, LLC | FL | $723.2M | 182 | — | |
| Apollon Financial, LLC | SC | $723.1M | 260 | — | |
| ZEVIN ASSET MANAGEMENT LLC | MA | $723.0M | 93 | — | |
| Castellan Group | KY | $722.6M | 34 | — | |
| Mechanics Bank Trust Department | CA | $722.2M | 199 | — | |
| FCPM III SERVICES B.V. | P7 | $722.2M | 10 | — | |
| Pasadena Private Wealth, LLC | CA | $720.8M | 237 | — | |
| White Lighthouse Investment Management Inc. | MA | $720.8M | 145 | — | |
| Financial Advisory Corp | MI | $719.8M | 51 | — | |
| FAGAN ASSOCIATES, INC. | NY | $719.2M | 135 | — | |
| Ellevest, Inc. | NY | $719.1M | 431 | — | |
| Summit Asset Management, LLC | TN | $718.8M | 172 | — | |
| Physician Wealth Advisors, Inc. | UT | $718.5M | 2,057 | — | |
| KADENSA CAPITAL Ltd | K3 | $718.5M | 39 | — | |
| TOBIAS FINANCIAL ADVISORS, INC. | FL | $718.3M | 143 | — | |
| Werba Rubin Papier Wealth Management | CA | $718.1M | 278 | — | |
| SYCOMORE ASSET MANAGEMENT | I0 | $718.0M | 73 | — | |
| HERALD INVESTMENT MANAGEMENT Ltd | X0 | $717.6M | 97 | — | |
| Live Oak Private Wealth LLC | NC | $717.3M | 207 | — | |
| NUANCE INVESTMENTS, LLC | MO | $717.1M | 43 | — | |
| ARKANSAS FINANCIAL GROUP, INC. | AR | $717.0M | 94 | — | |
| CAMBIENT FAMILY OFFICE, LLC | MI | $716.4M | 261 | — | |
| Anatole Investment Management Ltd | K3 | $716.3M | 15 | — | |
| Biltmore Family Office, LLC | NC | $715.5M | 325 | — | |
| Ovata Capital Management Ltd | K3 | $715.4M | 38 | — | |
| STRATEGIC PLANNING GROUP, LLC | UT | $715.3M | 72 | — | |
| Legacy Financial Advisors, Inc. | KY | $715.1M | 404 | — | |
| Nexus Investment Management ULC | A6 | $715.1M | 70 | — | |
| FIRST HAWAIIAN BANK | HI | $715.0M | 85 | — | |
| Compass Financial Group, INC/SD | SD | $714.8M | 105 | — | |
| EagleClaw Capital Managment, LLC | MA | $714.1M | 145 | — | |
| Glen Eagle Advisors, LLC | NJ | $713.9M | 1,021 | — | |
| Polymer Capital Management (HK) LTD | K3 | $713.5M | 147 | — | |
| Affinity Capital Advisors, LLC | CA | $713.2M | 181 | — | |
| Leelyn Smith, LLC | IL | $713.1M | 154 | — | |
| Zweig-DiMenna Associates LLC | NY | $713.0M | 59 | — | |
| Tri Locum Partners LP | NY | $712.5M | 17 | — | |
| Defilade Capital Management, L.P. | CA | $712.2M | 31 | — | |
| Alvarez & Marsal Private Wealth Partners, LLC | FL | $712.2M | 177 | — | |
| Asio Capital, LLC | KY | $712.1M | 110 | — | |
| PERSONAL CFO SOLUTIONS, LLC | NJ | $711.9M | 520 | — | |
| DIMENSION CAPITAL MANAGEMENT LLC | FL | $711.6M | 121 | — | |
| Sixth Street Partners Management Company, L.P. | TX | $710.7M | 7 | — | |
| DEAN INVESTMENT ASSOCIATES, LLC | OH | $710.4M | 190 | — | |
| GREENUP STREET WEALTH MANAGEMENT LLC | KS | $710.3M | 127 | — | |
| LaSalle St. Investment Advisors, LLC | IL | $710.0M | 411 | — | |
| AA Financial Advisors, LLC | OH | $709.9M | 221 | — | |
| Lee Financial Co | TX | $708.8M | 145 | — | |
| Cypress Wealth Services, LLC | CA | $708.3M | 397 | — | |
| Northstar Group, Inc. | NY | $707.4M | 166 | — | |
| Summit Street Capital Management, LLC | NY | $707.3M | 31 | — | |
| Mirador Capital Partners LP | CA | $706.0M | 203 | — | |
| Summit Financial Wealth Advisors, LLC | LA | $705.4M | 193 | — | |
| J.P. Marvel Investment Advisors, LLC | MA | $705.2M | 60 | — | |
| Wolf Hill Capital Management, LP | CT | $704.8M | 20 | — | |
| Sava Infond d.o.o. | 2A | $704.7M | 230 | — | |
| Shay Capital LLC | NY | $704.1M | 388 | — | |
| BROWN CAPITAL MANAGEMENT LLC | MD | $704.0M | 56 | — | |
| TRB Wealth Management, LLC | TX | $703.6M | 285 | — | |
| Nishkama Capital, LLC | PR | $702.9M | 39 | — | |
| Shellback Capital, LP | MA | $702.6M | 79 | — | |
| Arlington Financial Advisors, LLC | CA | $701.9M | 95 | — | |
| Enclave Advisors LLC | TX | $701.5M | 126 | — | |
| Kora Management LP | NY | $701.5M | 9 | — | |
| Faithward Advisors, LLC | PA | $700.9M | 261 | — | |
| ACADEMY CAPITAL MANAGEMENT | TX | $699.4M | 37 | — | |
| Ikarian Capital, LLC | TX | $699.0M | 127 | — | |
| IFC Advisors LLC | CA | $698.9M | 158 | — | |
| Tensile Capital Management LP | CA | $698.5M | 25 | — | |
| WILKINS INVESTMENT COUNSEL INC | MA | $698.2M | 119 | — | |
| Kelman-Lazarov, Inc. | TN | $697.6M | 140 | — | |
| Allied Investment Advisors, LLC | MT | $697.4M | 100 | — | |
| Golden Unicorn (BVI) Ltd | D8 | $697.1M | 4 | — | |
| Abundance Wealth Counselors | PA | $697.0M | 243 | — | |
| FOURPATH CAPITAL MANAGEMENT, LLC | OK | $697.0M | 217 | — | |
| CORTLAND ASSOCIATES INC/MO | MO | $696.8M | 62 | — | |
| JLB & ASSOCIATES INC | MI | $696.4M | 70 | — | |
| AUXIER ASSET MANAGEMENT LLC | OR | $696.4M | 176 | — | |
| CALTON & ASSOCIATES, INC. | FL | $695.9M | 438 | — | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | PA | $695.6M | 724 | — | |
| Allen Mooney & Barnes Investment Advisors LLC | GA | $695.3M | 159 | — | |
| Manchester Capital Management LLC | VT | $694.3M | 1,306 | — | |
| Ironwood Investment Counsel, LLC | AZ | $694.2M | 263 | — | |
| Sio Capital Management, LLC | NY | $693.9M | 73 | — | |
| CONTINENTAL GENERAL INSURANCE CO | TX | $693.4M | 11 | — | |
| Harbor Advisors LLC | FL | $692.2M | 197 | — | |
| MATAURO, LLC | NY | $692.0M | 145 | — | |
| Harbor Group, Inc. | NH | $692.0M | 115 | — | |
| CIM, LLC | NY | $691.7M | 166 | — | |
| Capital Planning Advisors, LLC | CA | $691.6M | 146 | — | |
| Pembroke Management, LTD | A8 | $691.4M | 97 | — | |
| Gratus Wealth Advisors, LLC | VA | $691.4M | 138 | — | |
| South Street Advisors LLC | NY | $690.3M | 83 | — | |
| Warwick Investment Management, Inc. | TX | $690.1M | 137 | — | |
| LARCH CAPITAL PARTNERS LLC | FL | $690.0M | 53 | — | |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | TN | $689.9M | 31 | — | |
| B & T Capital Management DBA Alpha Capital Management | TX | $689.9M | 115 | — | |
| Crews Bank & Trust | FL | $689.8M | 673 | — | |
| CHATHAM CAPITAL GROUP, INC. | GA | $689.3M | 198 | — | |
| PLATINUM PARAMOUNT INVESTMENT LTD. | C5 | $689.2M | 2 | — | |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | FL | $689.2M | 134 | — | |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | NY | $689.0M | 87 | — | |
| KPP Advisory Services LLC | KY | $688.6M | 349 | — | |
| EAGLE ROCK INVESTMENT COMPANY, LLC | GA | $688.2M | 158 | — | |
| SIERRA SUMMIT ADVISORS LLC | NV | $688.1M | 180 | — | |
| Strategic Point Investment Advisors, LLC | RI | $688.0M | 35 | — | |
| Alpine Bank Wealth Management | CO | $687.8M | 161 | — | |
| Lebenthal Global Advisors, LLC | NY | $687.7M | 190 | — | |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | TX | $687.5M | 301 | — | |
| Security National Bank | NE | $686.7M | 411 | — | |
| Human Investing LLC | OR | $686.6M | 96 | — | |
| Maridea Wealth Management LLC | NY | $685.8M | 449 | — | |
| Estabrook Capital Management | NY | $685.3M | 380 | — | |
| HUDSON EDGE INVESTMENT PARTNERS INC. | NJ | $684.3M | 101 | — | |
| First National Advisers, LLC | NE | $683.5M | 239 | — | |
| Hexagon Capital Partners LLC | AR | $683.4M | 252 | — | |
| Horizon Wealth Management, LLC | IL | $682.2M | 137 | — | |
| Drexel Morgan & Co. | PA | $681.8M | 60 | — | |
| Torray Investment Partners LLC | MD | $681.7M | 88 | — | |
| Well Done, LLC | MI | $680.8M | 197 | — | |
| Night Squared LP | NY | $680.7M | 72 | — | |
| Covington Investment Advisors Inc. | PA | $680.5M | 74 | — | |
| CLEARLAKE CAPITAL GROUP, L.P. | CA | $680.4M | 6 | — | |
| Hudock, Inc. | PA | $679.7M | 200 | — | |
| Independent Solutions Wealth Management, LLC | NY | $679.1M | 185 | — | |
| Advisors Preferred, LLC | MD | $679.0M | 215 | — | |
| KIM, LLC | KS | $678.4M | 62 | — | |
| Mraz, Amerine & Associates, Inc. | CA | $678.2M | 190 | — | |
| DAIDO LIFE INSURANCE CO | M0 | $677.9M | 6 | — | |
| Topsail Wealth Management, LLC | NC | $677.9M | 294 | — | |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | AL | $677.6M | 283 | — | |
| HOEY INVESTMENTS, INC | PA | $677.6M | 416 | — | |
| LAFFER TENGLER INVESTMENTS, INC. | AZ | $677.2M | 182 | — | |
| ARCH Venture Management, LLC | IL | $677.1M | 10 | — | |
| MASTERS CAPITAL MANAGEMENT LLC | GA | $677.0M | 44 | — | |
| Noked Israel Ltd | L3 | $676.9M | 13 | — | |
| SENTINEL PENSION ADVISORS, LLC | MA | $676.4M | 137 | — | |
| NOESIS CAPITAL MANGEMENT CORP | FL | $676.4M | 125 | — | |
| Radnor Capital Management, LLC | PA | $675.8M | 308 | — | |
| Polymer Capital Management (US) LLC | NY | $675.1M | 733 | — | |
| Blueprint Financial Advisors LLC | NC | $674.9M | 100 | — | |
| Dream Peak Capital Ltd | K3 | $674.8M | 6 | — | |
| JBF Capital, Inc. | CO | $674.3M | 110 | — | |
| REDWOOD CAPITAL MANAGEMENT, LLC | NY | $674.2M | 22 | — | |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | PA | $674.2M | 183 | — | |
| GABELLI & Co INVESTMENT ADVISERS, INC. | NY | $674.1M | 297 | — | |
| Mountain Capital Investment Advisors Inc. | CO | $673.9M | 88 | — | |
| CORSAIR CAPITAL MANAGEMENT, L.P. | NY | $673.0M | 151 | — | |
| Stablepoint Partners, LLC | MA | $672.6M | 260 | — | |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | C3 | $672.4M | 27 | — | |
| Morton Capital Management LLC/CA | CA | $672.2M | 139 | — | |
| S-Bank Fund Management Ltd | H9 | $671.2M | 178 | — | |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | NY | $671.1M | 59 | — | |
| Thrive Wealth Management, LLC | PA | $670.9M | 231 | — | |
| SUMMIT PARTNERS L P | MA | $670.2M | 7 | — | |
| ALLEN OPERATIONS LLC | NY | $669.7M | 35 | — | |
| Marquette Asset Management, LLC | MN | $669.1M | 795 | — | |
| LS Investment Advisors, LLC | MI | $668.3M | 126 | — | |
| Crane Advisory, LLC | CA | $668.1M | 52 | — | |
| Oliver Luxxe Assets LLC | NJ | $667.9M | 200 | — | |
| IDG-Accel China Capital II Associates L.P. | CA | $667.5M | 1 | — | |
| TSG Advice Partners, LLC | OH | $667.4M | 135 | — | |
| CFM WEALTH PARTNERS LLC | TX | $667.2M | 143 | — | |
| PERRYMAN FINANCIAL ADVISORY INC /AD | TX | $667.0M | 173 | — | |
| Wellington Shields Capital Management, LLC | NY | $666.2M | 325 | — | |
| Bain Capital Prairie, LLC | MA | $666.0M | 1 | — | |
| Counterpoint Mutual Funds LLC | CA | $665.9M | 294 | — | |
| NORTHWEST WEALTH MANAGEMENT, LLC | IA | $665.3M | 252 | — | |
| MainStreet Investment Advisors LLC | IL | $664.5M | 158 | — | |
| SAWGRASS ASSET MANAGEMENT LLC | FL | $664.2M | 193 | — | |
| SC&H Financial Advisors, Inc. | MD | $663.2M | 155 | — | |
| Gilman Hill Asset Management, LLC | CT | $662.5M | 225 | — | |
| Fulcrum Asset Management LLP | X0 | $661.8M | 219 | — | |
| Triasima Portfolio Management inc. | A8 | $661.5M | 137 | — | |
| Decheng Capital LLC | CA | $661.3M | 14 | — | |
| Artemis Wealth Advisors, LLC | NY | $661.0M | 44 | — | |
| Optas, LLC | TX | $660.9M | 482 | — | |
| GLOBEFLEX CAPITAL L P | CA | $660.8M | 387 | — | |
| Heritage Investment Group, Inc. | FL | $660.8M | 123 | — | |
| REGATTA CAPITAL GROUP, LLC | CA | $660.8M | 215 | — | |
| AFFINITY WEALTH MANAGEMENT LLC | DE | $660.6M | 103 | — | |
| United Capital Management of KS, Inc. | KS | $659.6M | 110 | — | |
| Chandler Asset Management, Inc. | CA | $659.4M | 23 | — | |
| TSFG, LLC | IL | $659.2M | 866 | — | |
| Parker Investment Management, LLC | CA | $658.2M | 37 | — | |
| Alpine Global Management, LLC | NY | $657.6M | 195 | — | |
| Oribel Capital Management, LP | NY | $657.5M | 41 | — | |
| Virtue Capital Management, LLC | TN | $657.2M | 322 | — | |
| Portman Square Capital LLP | X0 | $656.6M | 44 | — | |
| ARDSLEY ADVISORY PARTNERS LP | CT | $656.4M | 117 | — | |
| CFO4Life Group, LLC | TX | $656.0M | 210 | — | |
| ION Fund Management Ltd | L3 | $655.7M | 59 | — | |
| BWCP, LP | TX | $655.6M | 27 | — | |
| Diversify Advisory Services, LLC | UT | $655.0M | 210 | — | |
| WPWealth LLP | TX | $654.2M | 97 | — | |
| General Pension Society PZU Joint Stock Co | R9 | $654.2M | 15 | — |
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