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 3,501–3,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 15 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| MOLLER WEALTH PARTNERS | IL | $506.5M | 67 | — | |
| Ramsay, Stattman, Vela & Price, Inc. | CO | $506.3M | 79 | — | |
| West Wealth Group, LLC | CA | $506.0M | 130 | — | |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | MA | $505.9M | 75 | — | |
| Manitou Investment Management Ltd. | A6 | $505.6M | 52 | — | |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | L3 | $505.6M | 57 | — | |
| Community Bank & Trust, Waco, Texas | TX | $504.5M | 161 | — | |
| INDEPENDENT INVESTORS INC | NY | $503.6M | 70 | — | |
| Tradewinds Capital Management, LLC | WA | $503.5M | 719 | — | |
| Allegiance Financial Group Advisory Services LLC | VA | $502.7M | 198 | — | |
| Single Point Partners, LLC | MA | $502.5M | 83 | — | |
| Altrius Capital Management Inc | NC | $502.5M | 87 | — | |
| Northwest Bancshares, Inc. | PA | $502.4M | 168 | — | |
| MYCIO WEALTH PARTNERS, LLC | PA | $501.7M | 49 | — | |
| Whitaker-Myers Wealth Managers, LTD. | OH | $501.6M | 108 | — | |
| Peak Retirement Planning, Inc. | OH | $501.5M | 152 | — | |
| UPTICK PARTNERS, LLC | TX | $501.4M | 292 | — | |
| Serenus Wealth Advisors, LLC | CA | $501.3M | 68 | — | |
| Mission Creek Capital Partners, Inc. | CA | $501.3M | 219 | — | |
| Auxano Advisors, LLC | WA | $501.3M | 199 | — | |
| DIVIDEND ASSETS CAPITAL, LLC | SC | $501.3M | 138 | — | |
| Aspen Wealth Management LLC | TX | $501.2M | 124 | — | |
| Massar Capital Management, LP | CT | $501.0M | 230 | — | |
| Centric Wealth Management | IL | $500.9M | 203 | — | |
| Greenland Capital Management LP | NY | $500.4M | 222 | — | |
| H/2 CREDIT MANAGER LP | CT | $499.7M | 19 | — | |
| PRECEDENT WEALTH PARTNERS, LLC | TX | $499.6M | 166 | — | |
| MARIETTA INVESTMENT PARTNERS LLC | WI | $499.4M | 161 | — | |
| Harraden Circle Investments, LLC | NY | $499.0M | 180 | — | |
| KR Capital LP | NY | $498.9M | 49 | — | |
| Park Place Capital Corp | AL | $498.7M | 850 | — | |
| SIG North Trading, ULC | PA | $498.5M | 81 | — | |
| HOLDERNESS INVESTMENTS CO | NC | $497.9M | 252 | — | |
| Scissortail Wealth Management, LLC | OK | $497.6M | 115 | — | |
| LIGHT STREET CAPITAL MANAGEMENT, LLC | CA | $497.3M | 23 | — | |
| First Fiduciary Investment Counsel, Inc. | OH | $497.1M | 66 | — | |
| Westchester Capital Management, Inc. | NE | $496.5M | 45 | — | |
| TBH Global Asset Management, LLC | TN | $496.5M | 245 | — | |
| Turiya Advisors Asia Ltd | K3 | $496.2M | 5 | — | |
| Quarry LP | NY | $496.1M | 1,355 | — | |
| New Hampshire Trust | NH | $495.8M | 156 | — | |
| Canton Hathaway, LLC | RI | $495.6M | 268 | — | |
| Talaria Asset Management Pty Ltd | C3 | $495.3M | 12 | — | |
| Wagner Wealth Management, LLC | SC | $495.2M | 279 | — | |
| Bedell Frazier Investment Counselling, LLC | CA | $495.0M | 128 | — | |
| Stelac Advisory Services LLC | NY | $494.3M | 163 | — | |
| CHEMUNG CANAL TRUST CO | NY | $494.1M | 112 | — | |
| Lafayette Investments, Inc. | MD | $493.9M | 158 | — | |
| ROWLANDMILLER & PARTNERS.ADV | GA | $493.3M | 189 | — | |
| Scott Capital Advisors, LLC | OR | $493.2M | 58 | — | |
| Broad Peak Investment Advisers Pte Ltd | U0 | $492.7M | 23 | — | |
| Financial Sense Advisors, Inc. | CA | $492.7M | 142 | — | |
| Cranbrook Wealth Management, LLC | MI | $491.6M | 385 | — | |
| Blue Zone Wealth Advisors, LLC | CA | $491.5M | 130 | — | |
| Triumph Capital Management | CO | $491.2M | 1,838 | — | |
| Professional Financial Advisors, LLC | NE | $491.1M | 137 | — | |
| Spinnaker Investment Group, LLC | CA | $491.0M | 147 | — | |
| NEW YORK LIFE INSURANCE CO | NY | $490.6M | 6 | — | |
| Regent Peak Wealth Advisors LLC | GA | $490.3M | 198 | — | |
| Mudita Advisors LLP | X0 | $490.1M | 28 | — | |
| BCS Wealth Management | TN | $489.9M | 248 | — | |
| Intellectus Partners, LLC | CA | $489.9M | 290 | — | |
| Ayalon Insurance Comp Ltd. | L3 | $489.6M | 61 | — | |
| Exane Asset Management | I0 | $489.2M | 32 | — | |
| Keudell/Morrison Wealth Management | OR | $489.0M | 245 | — | |
| AIGH Capital Management LLC | MD | $488.3M | 40 | — | |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | MA | $488.1M | 366 | — | |
| Rosenberg Matthew Hamilton | CO | $488.0M | 799 | — | |
| Ackerman Capital Advisors, LLC | TX | $488.0M | 114 | — | |
| Kendall Capital Management | MD | $488.0M | 231 | — | |
| Covenant Asset Management, LLC | NJ | $487.8M | 141 | — | |
| Beacon Bank & Trust | MA | $487.7M | 157 | — | |
| HEADINVEST, LLC | ME | $487.5M | 225 | — | |
| University of Illinois Foundation | IL | $487.4M | 31 | — | |
| Aljian Capital Management, LLC | NV | $486.8M | 131 | — | |
| Summit Creek Advisors LLC | MN | $486.8M | 65 | — | |
| PCM Encore, LLC | CO | $486.1M | 445 | — | |
| Clarity Wealth Advisors, LLC | CA | $485.9M | 107 | — | |
| Riggs Asset Managment Co. Inc. | PA | $485.7M | 127 | — | |
| Stordahl Capital Management, Inc. | CO | $485.5M | 63 | — | |
| Legacy Capital Wealth Partners, LLC | AR | $485.4M | 385 | — | |
| Golden Reserve Retirement LLC | OH | $484.7M | 104 | — | |
| Noble Family Wealth, LLC | FL | $484.4M | 76 | — | |
| WEDGEWOOD PARTNERS INC | MO | $484.3M | 22 | — | |
| Crusonia Wealth Advisors LLC | CO | $484.3M | 192 | — | |
| OLD SECOND NATIONAL BANK OF AURORA | IL | $483.9M | 280 | — | |
| Avion Wealth | TX | $483.8M | 1,553 | — | |
| Mascoma Wealth Management LLC | NH | $483.8M | 515 | — | |
| Lantz Financial LLC | IL | $483.7M | 239 | — | |
| Montis Financial, LLC | MA | $483.5M | 150 | — | |
| BOCHK Asset Management Ltd | K3 | $483.3M | 117 | — | |
| Net Worth Advisory Group | UT | $482.4M | 436 | — | |
| Bridgewealth Advisory Group, LLC | CA | $482.1M | 135 | — | |
| MCRAE CAPITAL MANAGEMENT INC | NJ | $482.1M | 105 | — | |
| ITHAKA GROUP LLC | VA | $481.9M | 38 | — | |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | MN | $481.8M | 173 | — | |
| Evernest Financial Advisors, LLC | IN | $481.4M | 180 | — | |
| Morse Asset Management, Inc | CT | $481.1M | 403 | — | |
| Northwest Quadrant Wealth Management, LLC | OR | $481.1M | 67 | — | |
| TB Alternative Assets Ltd. | K3 | $481.1M | 36 | — | |
| HOURGLASS CAPITAL, LLC | TX | $480.5M | 130 | — | |
| BENEDICT FINANCIAL ADVISORS INC | GA | $480.5M | 133 | — | |
| Privium Fund Management B.V. | P7 | $480.3M | 60 | — | |
| Firestone Capital Management | FL | $480.3M | 160 | — | |
| Dash Acquisitions Inc. | CA | $480.2M | 68 | — | |
| Yelin Lapidot Holdings Management Ltd. | L3 | $480.1M | 83 | — | |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | MA | $479.8M | 243 | — | |
| RPg Family Wealth Advisory, LLC | MA | $479.1M | 140 | — | |
| Catalio Capital Management, LP | NY | $478.7M | 41 | — | |
| Rossby Financial, LCC | FL | $478.7M | 2,257 | — | |
| Frisch Financial Group, Inc. | NY | $478.3M | 167 | — | |
| Clare Market Investments LLC | TX | $478.0M | 167 | — | |
| Towneley Capital Management, Inc / DE | CA | $477.8M | 42 | — | |
| Medina Value Partners, LLC | CA | $477.5M | 30 | — | |
| Beacon Harbor Wealth Advisors, Inc. | VA | $477.2M | 70 | — | |
| Frontier Asset Management, LLC | WY | $477.0M | 91 | — | |
| JACKSON SQUARE CAPITAL, LLC | CA | $477.0M | 129 | — | |
| Eagle Health Investments LP | CT | $476.3M | 26 | — | |
| Aisling Capital Management LP | NY | $476.3M | 13 | — | |
| Twin Tree Management, LP | TX | $476.2M | 385 | — | |
| Paragon Capital Management Ltd | CO | $476.0M | 199 | — | |
| Crumly & Associates Inc. | IL | $475.9M | 200 | — | |
| Brooklyn FI, LLC | NY | $475.9M | 78 | — | |
| Churchill Financial Advisors, LLC | KY | $475.8M | 123 | — | |
| Vickerman Investment Advisors, Inc. | WA | $475.8M | 94 | — | |
| DEVON ENERGY CORP/DE | TX | $475.7M | 1 | — | |
| Rempart Asset Management Inc. | Z4 | $475.5M | 36 | — | |
| Accel Leaders 4 Associates L.P. | CA | $475.3M | 1 | — | |
| Leading Edge Financial Planning LLC | TN | $475.2M | 72 | — | |
| Newman Dignan & Sheerar, Inc. | RI | $475.0M | 192 | — | |
| KICKSTAND VENTURES, LLC. | NY | $475.0M | 130 | — | |
| Poehling Capital Management, INC. | WI | $475.0M | 153 | — | |
| Rivermont Capital Management LP | NY | $474.7M | 20 | — | |
| SILVERLAKE WEALTH MANAGEMENT LLC | VT | $474.0M | 374 | — | |
| REVERENCE CAPITAL PARTNERS, L.P. | NY | $473.9M | 1 | — | |
| Keenan Capital, LLC | CA | $473.9M | 9 | — | |
| DRIVE WEALTH MANAGEMENT, LLC | UT | $473.9M | 376 | — | |
| Hedeker Wealth, LLC | IL | $473.7M | 87 | — | |
| F&V Capital Management, LLC | FL | $473.3M | 59 | — | |
| Pamplona Capital Management, LLC | NY | $473.1M | 5 | — | |
| Coyle Financial Counsel LLC | IL | $472.8M | 113 | — | |
| CoreView Capital Management Ltd | K3 | $472.8M | 5 | — | |
| Cherry Tree Wealth Management, LLC | MN | $472.7M | 582 | — | |
| MSH Capital Advisors LLC | AZ | $472.5M | 273 | — | |
| Bregal Sagemount IV General Partner Jersey Ltd | Y9 | $472.4M | 1 | — | |
| Sovereign Investment Advisors, LLC | AZ | $472.1M | 106 | — | |
| OLP CAPITAL MANAGEMENT Ltd | K3 | $471.9M | 4 | — | |
| Shulman DeMeo Asset Management LLC | NY | $470.9M | 140 | — | |
| RB Capital Management, LLC | NV | $470.3M | 186 | — | |
| WESPAC Advisors SoCal, LLC | CA | $470.2M | 119 | — | |
| Intel Corp | CA | $470.0M | 2 | — | |
| Riverpoint Wealth Management Holdings, LLC | IL | $470.0M | 62 | — | |
| Granite Bay Wealth Management, LLC | NH | $469.9M | 93 | — | |
| Uniting Wealth Partners, LLC | CO | $469.7M | 205 | — | |
| Stonebrook Private Inc. | MI | $469.6M | 225 | — | |
| CM WEALTH ADVISORS LLC | OH | $469.5M | 146 | — | |
| Abel Hall, LLC | LA | $469.5M | 811 | — | |
| Kraft, Davis & Associates, LLC | MO | $469.3M | 151 | — | |
| Archer Investment Corp | IN | $469.2M | 1,247 | — | |
| Regents Gate Capital LLP | X0 | $469.0M | 36 | — | |
| Mass General Brigham, Inc | MA | $468.9M | 6 | — | |
| Gator Capital Management, LLC | FL | $468.9M | 90 | — | |
| VOISARD ASSET MANAGEMENT GROUP, INC. | MI | $468.8M | 104 | — | |
| Astoria Portfolio Advisors LLC. | NY | $468.2M | 292 | — | |
| Stieven Capital Advisors, L.P. | MO | $468.1M | 35 | — | |
| Lightrock Netherlands B.V. | P7 | $468.1M | 38 | — | |
| Solel Partners LP | MA | $467.7M | 19 | — | |
| Verde Capital Management | MI | $467.7M | 69 | — | |
| Keystone Wealth Services, LLC | CA | $467.6M | 293 | — | |
| Panview Capital Ltd | K3 | $467.2M | 12 | — | |
| Jones Hill Capital LP | NY | $466.5M | 26 | — | |
| UNIO CAPITAL LLC | NJ | $466.4M | 21 | — | |
| Liquid Strategies, LLC | GA | $465.5M | 9 | — | |
| Renaissance Investment Group LLC | MA | $465.5M | 81 | — | |
| Canal Insurance CO | SC | $465.4M | 76 | — | |
| Atlanta Consulting Group Advisors, LLC | GA | $465.3M | 143 | — | |
| Rezny Wealth Management, Inc. | FL | $464.4M | 38 | — | |
| RWC ASSET ADVISORS (US) LLC | FL | $464.4M | 14 | — | |
| Cypress Point Wealth Management, LLC | TX | $464.3M | 123 | — | |
| DDFG, Inc | CA | $464.0M | 86 | — | |
| Curtis Advisory Group, LLC | CA | $464.0M | 118 | — | |
| DecisionPoint Financial, LLC | AZ | $463.9M | 679 | — | |
| Wiser Wealth Management, Inc | GA | $463.7M | 58 | — | |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | PA | $463.6M | 142 | — | |
| HUSSMAN STRATEGIC ADVISORS, INC. | MD | $462.5M | 268 | — | |
| Coalescence Partners Investment Management, LP | NY | $462.5M | 12 | — | |
| Smith & Howard Wealth Management, LLC | GA | $462.4M | 88 | — | |
| Sanchez Wealth Management Group | FL | $462.4M | 53 | — | |
| Alliance Wealth Advisors, LLC /UT | UT | $462.3M | 228 | — | |
| Richard P Slaughter Associates Inc | TX | $462.3M | 97 | — | |
| NatWest Group plc | X0 | $462.2M | 44 | — | |
| Castle Rock Wealth Management, LLC | CA | $461.9M | 262 | — | |
| Trinity Legacy Partners, LLC | TX | $461.9M | 106 | — | |
| Pacific Ridge Capital Partners, LLC | OR | $461.8M | 137 | — | |
| GARDNER LEWIS ASSET MANAGEMENT L P | PA | $461.8M | 78 | — | |
| DAGCO, INC. | OH | $461.3M | 353 | — | |
| Hartree Partners, LP | NY | $461.3M | 114 | — | |
| BUILDER INVESTMENT GROUP INC /ADV | GA | $460.8M | 101 | — | |
| Fulcrum Capital LLC | WA | $460.6M | 101 | — | |
| Weaver Capital Management LLC | GA | $460.5M | 172 | — | |
| Foresite Capital Management VI LLC | CA | $460.3M | 17 | — | |
| MORTON COMMUNITY BANK | IL | $460.2M | 115 | — | |
| Rockline Wealth Management, LLC | NY | $460.1M | 108 | — | |
| PRUDENT INVESTORS NETWORK, INC. | CA | $459.2M | 74 | — | |
| Fielder Capital Group LLC | TN | $459.1M | 290 | — | |
| VALICENTI ADVISORY SERVICES INC | NY | $458.9M | 84 | — | |
| Ancient Art, L.P. | TX | $458.6M | 16 | — | |
| United American Securities Inc. (d/b/a UAS Asset Management) | NY | $458.3M | 11 | — | |
| Olstein Capital Management, L.P. | NY | $458.1M | 99 | — | |
| Maxi Investments CY Ltd | G4 | $457.7M | 83 | — | |
| Alliance Wealth Management Group | NJ | $457.1M | 97 | — | |
| Madrona Financial Services, LLC | WA | $456.9M | 123 | — | |
| Farringdon Capital, Ltd. | X0 | $456.5M | 359 | — | |
| Thrive Capital Management, LLC | PA | $456.3M | 169 | — | |
| BRC Group Holdings, Inc. | CA | $456.2M | 21 | — | |
| Eldridge Investment Advisors, Inc. | NH | $456.2M | 154 | — | |
| LANDAAS & CO /WI /ADV | WI | $455.9M | 130 | — | |
| FWL INVESTMENT MANAGEMENT, LLC | TX | $455.6M | 346 | — | |
| ENTRUST GLOBAL PARTNERS L L C | NY | $455.5M | 5 | — | |
| Adams Wealth Management | UT | $455.4M | 145 | — | |
| Herold Advisors, Inc. | NY | $455.3M | 263 | — | |
| WEST MICHIGAN ADVISORS, LLC | MI | $455.2M | 298 | — | |
| AM INVESTMENT STRATEGIES LLC | TN | $455.0M | 111 | — | |
| Aries Wealth Management | ME | $454.8M | 234 | — | |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | U0 | $454.8M | 147 | — | |
| Twelve Points Wealth Management LLC | MA | $454.6M | 200 | — | |
| Paradiem, LLC | LA | $454.0M | 70 | — | |
| Barry Investment Advisors, LLC | MA | $453.6M | 99 | — | |
| PEDDOCK CAPITAL ADVISORS, LLC | MA | $453.5M | 166 | — | |
| Vodafone Ventures Ltd | X0 | $453.4M | 1 | — | |
| Act Two Investors LLC | CA | $453.2M | 36 | — | |
| WALLER FINANCIAL PLANNING GROUP, INC | OH | $453.1M | 73 | — | |
| Bulltick Wealth Management, LLC | FL | $452.7M | 137 | — | |
| Compton Financial Group, LLC | MD | $452.7M | 71 | — | |
| Wolff Financial Management LLC | MI | $452.5M | 103 | — | |
| Addison Advisors LLC | VT | $452.4M | 980 | — | |
| Blankinship & Foster, LLC | CA | $452.3M | 75 | — | |
| Halter Ferguson Financial Inc. | IN | $452.3M | 36 | — | |
| Waterway Wealth Management, LLC | TX | $452.3M | 90 | — | |
| Essex Bank | CT | $452.0M | 305 | — | |
| Leverty Financial Group, LLC | WI | $452.0M | 44 | — | |
| HGC Investment Management Inc. | A6 | $451.4M | 170 | — | |
| CDAM (UK) Ltd | X0 | $450.9M | 11 | — | |
| Lind Value II ApS | G7 | $450.8M | 8 | — | |
| SW Investment Management LLC | CO | $450.8M | 8 | — | |
| Marion Wealth Management | PA | $450.5M | 142 | — | |
| Magnitude Capital, LLC | NY | $450.3M | 1 | — | |
| Shelter Mutual Insurance Co | MO | $449.8M | 58 | — | |
| Raab & Moskowitz Asset Management LLC | NJ | $449.6M | 187 | — | |
| E&G Advisors, LP | TX | $449.2M | 236 | — |
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