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 3,751–4,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 16 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| NVWM, LLC | PA | $449.2M | 747 | — | |
| Miramar Capital, LLC | IL | $449.2M | 56 | — | |
| Compton Wealth Advisory Group, LLC | VA | $449.0M | 85 | — | |
| one8zero8, LLC | NC | $448.9M | 259 | — | |
| Petix & Botte Co | CA | $448.8M | 137 | — | |
| Wealth Advisory Solutions, LLC | IN | $448.8M | 142 | — | |
| Post Oak Energy Holdings, LLC | TX | $448.8M | 1 | — | |
| CHAPIN DAVIS, INC. | MD | $448.6M | 261 | — | |
| Financial & Tax Architects, LLC | MO | $448.4M | 108 | — | |
| American Investment Services, Inc. | MA | $448.3M | 132 | — | |
| PLIMOTH TRUST CO LLC | MA | $447.4M | 173 | — | |
| IAM Advisory, LLC | PA | $446.3M | 95 | — | |
| PEAVINE CAPITAL, LLC | NV | $446.1M | 9 | — | |
| Stokes Capital Advisors, LLC | SC | $446.0M | 104 | — | |
| GUIDANCE CAPITAL, INC | KY | $445.9M | 229 | — | |
| Weil Company, Inc. | CA | $445.4M | 115 | — | |
| Rialto Wealth Management, LLC | NY | $445.3M | 1,730 | — | |
| MARATHON CAPITAL MANAGEMENT | MD | $445.2M | 171 | — | |
| Fortitude Family Office, LLC | AZ | $445.2M | 1,884 | — | |
| NORTHSTAR ASSET MANAGEMENT Co | PA | $445.0M | 138 | — | |
| Bulldog Investors, LLP | NJ | $445.0M | 216 | — | |
| Benin Management CORP | CT | $444.8M | 146 | — | |
| Mandatum Life Insurance Co Ltd | H9 | $444.8M | 84 | — | |
| AMI INVESTMENT MANAGEMENT INC | IN | $444.7M | 77 | — | |
| J. Derek Lewis & Associates Inc. | CA | $444.6M | 211 | — | |
| Abacus FCF Advisors LLC | FL | $444.3M | 52 | — | |
| COLLECTIVE FAMILY OFFICE LLC | PA | $444.2M | 156 | — | |
| WELCH CAPITAL PARTNERS LLC/NY | NY | $444.2M | 26 | — | |
| Aspire Capital Advisors LLC | WA | $444.1M | 122 | — | |
| AUGUSTINE ASSET MANAGEMENT INC | FL | $444.1M | 112 | — | |
| Fermata Advisors, LLC | CA | $444.1M | 232 | — | |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | CA | $443.9M | 85 | — | |
| TIFF ADVISORY SERVICES, LLC | PA | $443.8M | 25 | — | |
| Artia Global Partners LP | FL | $443.5M | 48 | — | |
| TOWNSQUARE CAPITAL LLC | UT | $443.5M | 252 | — | |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | CA | $443.4M | 99 | — | |
| Prentice Wealth Management LLC | NY | $443.1M | 115 | — | |
| Coston, McIsaac & Partners | ME | $443.1M | 941 | — | |
| Aspire Private Capital, LLC | NC | $443.1M | 170 | — | |
| Cornerstone Planning, LLC | NC | $443.0M | 141 | — | |
| Grey Ledge Advisors, LLC | CT | $443.0M | 239 | — | |
| Centurion Wealth Management LLC | VA | $442.9M | 307 | — | |
| Beacon Financial Advisory LLC | OH | $442.9M | 402 | — | |
| Next Level Private LLC | NY | $442.7M | 175 | — | |
| Almitas Capital LLC | CA | $442.5M | 115 | — | |
| Opal Wealth Advisors, LLC | NY | $442.4M | 606 | — | |
| Heartland Bank & Trust Co | IL | $442.4M | 206 | — | |
| Empire Financial Management Company, LLC | NY | $442.3M | 211 | — | |
| Capital Management Associates, Inc | MN | $442.3M | 151 | — | |
| Performa Ltd (US), LLC | SC | $442.0M | 47 | — | |
| Avidity Partners Management LP | TX | $441.9M | 46 | — | |
| Trybe Capital Management LP | CT | $441.9M | 6 | — | |
| DE BURLO GROUP INC | MA | $441.3M | 88 | — | |
| ENDEAVOUR CAPITAL ADVISORS INC | CT | $441.0M | 37 | — | |
| EWA, LLC | PA | $440.9M | 281 | — | |
| Triangle Securities Wealth Management | NC | $440.6M | 206 | — | |
| Decker Wealth Management LLC | TN | $440.4M | 104 | — | |
| Cove Private Wealth, LLC | NY | $440.4M | 185 | — | |
| Austin Wealth Management, LLC | TX | $440.4M | 118 | — | |
| Cape Ann Asset Management Ltd | X0 | $440.3M | 11 | — | |
| SailingStone Capital Partners LLC | TX | $440.3M | 17 | — | |
| Abound Wealth Management | TN | $440.1M | 1,491 | — | |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | VA | $439.9M | 162 | — | |
| DOLIVER ADVISORS, LP | TX | $439.9M | 180 | — | |
| DAFNA Capital Management LLC | CA | $439.6M | 83 | — | |
| Wealth Group Ltd | MN | $439.1M | 94 | — | |
| SPEECE THORSON CAPITAL GROUP INC | MN | $439.0M | 38 | — | |
| HARVEY CAPITAL MANAGEMENT INC | FL | $438.8M | 88 | — | |
| Whitener Capital Management, Inc. | NC | $438.4M | 174 | — | |
| Winch Advisory Services, LLC | WI | $438.1M | 530 | — | |
| Detalus Advisors, LLC | MO | $437.9M | 186 | — | |
| Global Frontier Investments LLC | SC | $437.7M | 23 | — | |
| CAPITAL CITY TRUST CO/FL | FL | $437.4M | 114 | — | |
| Bank of New Hampshire | NH | $437.2M | 542 | — | |
| 3Chopt Investment Partners, LLC | VA | $437.1M | 240 | — | |
| SIEMENS PENSION TRUST E V | 2M | $437.0M | 1 | — | |
| BECK CAPITAL MANAGEMENT, LLC | TX | $437.0M | 115 | — | |
| von Borstel & Associates, Inc. | OR | $437.0M | 42 | — | |
| Mason & Associates, LLC | VA | $436.7M | 44 | — | |
| Anchorage Capital Group, L.L.C. | NY | $436.3M | 3 | — | |
| VAN DEN BERG MANAGEMENT I, INC | TX | $436.2M | 133 | — | |
| Napier Financial, LLC | MA | $436.0M | 609 | — | |
| Roof Eidam Maycock Peralta, LLC | CA | $436.0M | 125 | — | |
| Seafarer Capital Partners, LLC | CA | $435.8M | 9 | — | |
| Summit Wealth Group, LLC | VT | $435.8M | 126 | — | |
| MBM WEALTH CONSULTANTS, LLC | MO | $435.6M | 387 | — | |
| Stewardship Advisors, LLC | PA | $435.3M | 168 | — | |
| Militia Capital Management LLC | TX | $435.1M | 220 | — | |
| Integris Wealth Management, LLC | CA | $435.1M | 124 | — | |
| Gimbel Daniel Scott | FL | $435.1M | 2 | — | |
| Tempus Wealth Planning, LLC | CA | $435.0M | 269 | — | |
| JPL Wealth Management, LLC | CO | $434.7M | 1,554 | — | |
| Div Capital Phoenix Assets Ltd | E9 | $434.5M | 11 | — | |
| Cornerstone Wealth Advisors, Inc. | MN | $434.3M | 49 | — | |
| WealthBridge Capital Management, LLC | OH | $434.2M | 221 | — | |
| Park Edge Advisors, LLC | OH | $433.9M | 141 | — | |
| Foyston, Gordon & Payne Inc | A6 | $433.5M | 67 | — | |
| Horiko Capital Management LLC | NY | $433.5M | 20 | — | |
| First PREMIER Bank | SD | $433.2M | 375 | — | |
| GAGNON SECURITIES LLC | NY | $433.2M | 85 | — | |
| Old Port Advisors | ME | $433.2M | 237 | — | |
| ICON ADVISERS INC/CO | CO | $433.0M | 144 | — | |
| Seven Springs Wealth Group, LLC | TN | $432.5M | 81 | — | |
| Ballast, Inc. | KY | $432.4M | 133 | — | |
| Apeiron RIA LLC | TX | $431.4M | 204 | — | |
| Mystic Asset Management, Inc. | RI | $431.4M | 218 | — | |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | NY | $431.3M | 2 | — | |
| Operose Advisors LLC | WI | $431.3M | 593 | — | |
| Berkeley Capital Partners, LLC | GA | $431.3M | 184 | — | |
| Sage Capital Advisors,llc | SD | $431.2M | 129 | — | |
| Uncommon Cents Investing LLC | WI | $431.0M | 208 | — | |
| White Pine Investment CO | MI | $430.4M | 67 | — | |
| PKS Advisory Services, LLC | NY | $430.2M | 228 | — | |
| Generali Investments, Management Co LLC | 2A | $429.9M | 162 | — | |
| GREAT OAK CAPITAL PARTNERS, LLC | MA | $429.8M | 47 | — | |
| Laura & John Arnold Foundation | TX | $429.6M | 4 | — | |
| Ashford Advisors, LLC | NY | $429.3M | 23 | — | |
| Broadleaf Partners, LLC | OH | $428.9M | 84 | — | |
| High Net Worth Advisory Group LLC | FL | $428.8M | 244 | — | |
| Whitcomb & Hess, Inc. | OH | $428.8M | 64 | — | |
| Pinion Investment Advisors, LLC | KS | $428.1M | 180 | — | |
| Arvin Capital Management LP | TX | $427.9M | 23 | — | |
| Crow's Nest Holdings LP | VA | $427.7M | 11 | — | |
| GENWORTH FINANCIAL INC | VA | $427.7M | 2 | — | |
| Sand Grove Capital Management LLP | X0 | $427.5M | 18 | — | |
| Navigation Group, LLC | CA | $427.3M | 113 | — | |
| Cordgrass Capital Advisors, LLC | NC | $427.0M | 276 | — | |
| Grandeur Peak Global Advisors, LLC | UT | $426.8M | 86 | — | |
| Paulson Wealth Management Inc. | FL | $426.7M | 137 | — | |
| Hunter Perkins Capital Management, LLC | IL | $426.6M | 143 | — | |
| Warther Private Wealth, LLC | OH | $426.5M | 40 | — | |
| PARADIGM ASSET MANAGEMENT CO LLC | NY | $426.5M | 424 | — | |
| Plan Group Financial, LLC | OK | $426.1M | 228 | — | |
| Ipswich Investment Management Co., Inc. | MA | $425.9M | 185 | — | |
| BATTERY MANAGEMENT CORP. | MA | $425.8M | 5 | — | |
| Evergreen Advisors, LLC | TN | $425.8M | 168 | — | |
| Total Clarity Wealth Management, Inc. | IL | $425.8M | 311 | — | |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | CA | $425.7M | 187 | — | |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | U0 | $425.2M | 144 | — | |
| Trails Edge Capital Partners, LP | GA | $424.9M | 26 | — | |
| Avalon Global Asset Management LLC | CA | $424.9M | 26 | — | |
| Atlas Private Wealth Advisors | NJ | $424.8M | 132 | — | |
| Midwest Professional Planners, LTD. | WI | $424.5M | 137 | — | |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | CA | $424.5M | 32 | — | |
| Dunhill Financial, LLC | X0 | $424.4M | 1,857 | — | |
| MCDONALD PARTNERS LLC | OH | $424.0M | 208 | — | |
| MYDA Advisors LLC | NY | $423.6M | 118 | — | |
| SECTOR GAMMA AS | Q8 | $423.5M | 42 | — | |
| Dalal Street, LLC | TX | $422.9M | 3 | — | |
| Retirement Solution LLC | WA | $422.8M | 57 | — | |
| Shakespeare Wealth Management, LLC | WI | $422.3M | 98 | — | |
| AMJ Financial Wealth Management | VA | $422.2M | 83 | — | |
| Guidance Point Advisors, LLC | MA | $422.2M | 96 | — | |
| Lorne Steinberg Wealth Management Inc. | Z4 | $422.1M | 68 | — | |
| Wealthspring Capital LLC | NY | $421.3M | 195 | — | |
| Sands Capital Alternatives, LLC | VA | $421.2M | 21 | — | |
| BOSTON RESEARCH & MANAGEMENT INC | MA | $421.0M | 114 | — | |
| BRAVE ASSET MANAGEMENT INC | NJ | $420.8M | 156 | — | |
| Triune Financial Partners, LLC | KS | $420.5M | 47 | — | |
| Hilltop National Bank | WY | $420.5M | 795 | — | |
| Cordatus Wealth Management LLC | PA | $420.2M | 164 | — | |
| MilWealth Group LLC | WI | $420.1M | 81 | — | |
| Hurlow Wealth Management Group, Inc. | IN | $420.1M | 120 | — | |
| ArchPoint Investors | FL | $420.0M | 78 | — | |
| MERIDIAN INVESTMENT COUNSEL INC. | CA | $419.9M | 237 | — | |
| Parisi Gray Wealth Management | NJ | $419.8M | 137 | — | |
| CVC Management Holdings II Ltd. | Y9 | $419.7M | 3 | — | |
| Franklin, Parlapiano, Turner & Welch, LLC | TX | $419.7M | 55 | — | |
| Weaver Consulting Group | CA | $419.6M | 275 | — | |
| HARRELL INVESTMENT PARTNERS, LLC | TX | $419.2M | 144 | — | |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | ID | $419.1M | 108 | — | |
| Core Wealth Advisors, Inc. | FL | $419.0M | 114 | — | |
| Fairvoy Private Wealth, LLC | AL | $419.0M | 201 | — | |
| Mattson Financial Services, LLC | MI | $418.8M | 232 | — | |
| MONETARY MANAGEMENT GROUP INC | MO | $418.7M | 332 | — | |
| D.B. Root & Company, LLC | PA | $418.6M | 191 | — | |
| Praesidium Investment Management Company, LLC | NY | $418.5M | 12 | — | |
| VEGA INVESTMENT SOLUTIONS | I0 | $418.4M | 175 | — | |
| Garden State Investment Advisory Services LLC | NJ | $418.2M | 292 | — | |
| Trigran Investments, Inc. | IL | $418.2M | 17 | — | |
| Walter Public Investments Inc. | Z4 | $418.1M | 48 | — | |
| FLORIDA FINANCIAL ADVISORS, LLC | FL | $418.0M | 317 | — | |
| Millstreet Capital Management LLC | MA | $417.6M | 2 | — | |
| PSI Advisors, LLC | FL | $417.5M | 156 | — | |
| Finepoint Capital LP | MA | $417.1M | 6 | — | |
| Bill Few Associates, Inc. | PA | $416.9M | 211 | — | |
| BENDER ROBERT & ASSOCIATES | CA | $416.9M | 45 | — | |
| ALPINE WOODS CAPITAL INVESTORS, LLC | NY | $416.7M | 199 | — | |
| KFA Private Wealth Group, LLC | VA | $416.6M | 160 | — | |
| Westwind Capital | NM | $416.4M | 77 | — | |
| CLARK ESTATES INC/NY | NY | $416.2M | 97 | — | |
| Spruce Street Capital LP | NY | $415.9M | 28 | — | |
| STEVENS CAPITAL PARTNERS | NE | $415.9M | 126 | — | |
| Venator Management LLC | PA | $415.9M | 28 | — | |
| Howard Hughes Medical Institute | MD | $415.8M | 31 | — | |
| Syverson Strege & Co | IA | $415.6M | 169 | — | |
| INCEPTIONR LLC | CA | $415.4M | 617 | — | |
| Retirement Management Systems Inc. | MD | $414.9M | 51 | — | |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | U0 | $414.4M | 10 | — | |
| Strategic Investment Solutions, Inc. /IL | IL | $414.0M | 694 | — | |
| Milestone Investment Advisors LLC | WI | $414.0M | 139 | — | |
| Kelly Financial Services LLC | MA | $413.9M | 128 | — | |
| Sequent Planning LLC | NE | $413.6M | 242 | — | |
| Square Wave Capital, LLC | NY | $413.4M | 12 | — | |
| Watchman Group, Inc. | TX | $413.2M | 73 | — | |
| Outlook Wealth Advisors, LLC | TX | $413.1M | 310 | — | |
| Lionstone Capital Management LLC | NY | $413.0M | 12 | — | |
| Centennial Wealth Advisory LLC | MI | $413.0M | 160 | — | |
| CHANNEL WEALTH LLC | CA | $412.8M | 173 | — | |
| Timber Creek Capital Management LLC | MA | $412.5M | 78 | — | |
| Standpoint Asset Management, LLC | AZ | $412.3M | 8 | — | |
| Q3 Asset Management | MI | $412.1M | 64 | — | |
| Symmetry Investments LP | Y9 | $412.1M | 70 | — | |
| PIONEER TRUST BANK N A/OR | OR | $412.1M | 83 | — | |
| Cincinnati Specialty Underwriters Insurance CO | OH | $411.6M | 46 | — | |
| HILL ISLAND FINANCIAL LLC | MI | $411.6M | 84 | — | |
| Sollinda Capital Management LLC | NC | $411.4M | 75 | — | |
| G2 CAPITAL MANAGEMENT, LLC / OH | OH | $411.4M | 73 | — | |
| Long Corridor Asset Management Ltd | K3 | $411.3M | 38 | — | |
| BAKER TILLY WEALTH MANAGEMENT, LLC | WI | $411.2M | 280 | — | |
| Legacy Wealth Asset Management, LLC | MN | $411.0M | 374 | — | |
| TSP Capital Management Group, LLC | NJ | $409.8M | 45 | — | |
| Palumbo Wealth Management LLC | NY | $409.8M | 221 | — | |
| Intesa Sanpaolo Wealth Management | N4 | $409.7M | 299 | — | |
| Grace & Mercy Foundation, Inc. | NY | $409.7M | 21 | — | |
| Lineage Point Capital LP | FL | $409.3M | 271 | — | |
| Quaker Capital Investments, LLC | PA | $408.9M | 21 | — | |
| RIA Advisory Group LLC | IA | $408.8M | 144 | — | |
| MONARCH CAPITAL MANAGEMENT INC | IN | $408.6M | 127 | — | |
| GREAT POINT PARTNERS LLC | CT | $408.3M | 39 | — | |
| Parkwoods Wealth Partners, LLC | NY | $407.9M | 111 | — | |
| Lead Edge Capital Management, LLC | NY | $407.9M | 12 | — | |
| DeDora Capital, Inc. | CA | $407.8M | 123 | — | |
| Coleford Investment Management Ltd. | Z4 | $407.8M | 24 | — | |
| Dodds Wealth, LLC | CO | $407.4M | 51 | — | |
| HFR Wealth Management, LLC | NY | $407.4M | 49 | — | |
| Global Wealth Strategies & Associates | CO | $407.0M | 543 | — | |
| M & L Capital Management Ltd | X0 | $406.7M | 19 | — | |
| WealthTrust Axiom LLC | PA | $406.4M | 290 | — | |
| Perbak Capital Partners LLP | X0 | $406.4M | 294 | — | |
| RENAISSANCERE HOLDINGS LTD | D0 | $406.3M | 5 | — | |
| G2 Investment Partners Management LLC | NY | $406.1M | 71 | — | |
| 111 Capital | I0 | $405.9M | 328 | — | |
| Westmount Partners, LLC | CA | $405.9M | 262 | — | |
| Evelyn Partners Asset Management Ltd | X0 | $405.8M | 308 | — | |
| Rothschild Capital Partners, LLC | NY | $405.8M | 88 | — | |
| Atlantic Edge Private Wealth Management, LLC | FL | $405.8M | 595 | — | |
| New Capital Management LP | TX | $405.7M | 59 | — | |
| Colony Family Offices, LLC | NC | $405.5M | 62 | — | |
| Strategic Financial Concepts, LLC | TX | $405.5M | 298 | — |
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