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 4,001–4,250. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 17 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| NATURAL INVESTMENTS, LLC | CA | $405.4M | 288 | — | |
| SWS Partners | OH | $405.4M | 112 | — | |
| Nikulski Financial, Inc. | IA | $405.1M | 175 | — | |
| CARDEROCK CAPITAL MANAGEMENT INC | MD | $404.8M | 73 | — | |
| O'Keefe Stevens Advisory, Inc. | NY | $404.7M | 76 | — | |
| Peterson Wealth Services | UT | $404.7M | 215 | — | |
| Compass Wealth Management LLC | CT | $404.6M | 75 | — | |
| Meiji Yasuda America Inc | NY | $404.4M | 57 | — | |
| COFG Advisors, LLC | IL | $404.4M | 241 | — | |
| Aspen Capital Management, LLC | ID | $404.0M | 77 | — | |
| KEATING INVESTMENT COUNSELORS INC | FL | $403.8M | 59 | — | |
| Diligent Investors, LLC | CA | $403.7M | 346 | — | |
| M3F, Inc. | UT | $403.5M | 28 | — | |
| McElhenny Sheffield Capital Management, LLC | TX | $403.4M | 95 | — | |
| Varenne Capital Partners | I0 | $403.0M | 27 | — | |
| Flagstone Financial Management | NE | $402.9M | 71 | — | |
| CLG LLC | CA | $402.7M | 134 | — | |
| Steamboat Capital Partners, LLC | NY | $402.5M | 56 | — | |
| Bridgefront Capital, LLC | TX | $402.3M | 503 | — | |
| United Wealth Management, LLC | VA | $402.3M | 24 | — | |
| MERIDIAN MANAGEMENT CO | AR | $401.9M | 81 | — | |
| INTEGRAL INVESTMENT ADVISORS, INC. | CA | $401.9M | 174 | — | |
| PIER 88 INVESTMENT PARTNERS LLC | CA | $401.8M | 112 | — | |
| BEAM WEALTH ADVISORS, INC. | LA | $401.7M | 108 | — | |
| Fruth Investment Management | TX | $401.3M | 229 | — | |
| TRV GP V, LLC | MA | $401.0M | 3 | — | |
| CITIZENS & NORTHERN CORP | PA | $401.0M | 119 | — | |
| Strengthening Families & Communities, LLC | MA | $400.8M | 589 | — | |
| BROWN, LISLE/CUMMINGS, INC. | RI | $400.4M | 1,021 | — | |
| Joseph Group Capital Management | OH | $400.4M | 379 | — | |
| HOME FEDERAL BANK OF TENNESSEE | TN | $399.9M | 94 | — | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | NJ | $399.7M | 202 | — | |
| RDA Financial Network | IA | $399.6M | 273 | — | |
| Mokosak Advisory Group, LLC | IA | $399.5M | 34 | — | |
| One Charles Private Wealth Services, LLC | MA | $399.2M | 158 | — | |
| Capital Innovations LLC | WI | $399.2M | 53 | — | |
| Monument Capital Management | VA | $399.1M | 217 | — | |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | NY | $399.1M | 45 | — | |
| Legacy Wealth Partners, LLC | CO | $398.9M | 176 | — | |
| PW Nova Financial Services LLC | PA | $398.7M | 193 | — | |
| Ironsides Asset Advisors, LLC | NC | $398.7M | 80 | — | |
| Turim 21 Investimentos Ltda. | D5 | $398.6M | 117 | — | |
| NovaPoint Capital, LLC | GA | $398.6M | 79 | — | |
| Fosun International Ltd | F4 | $398.6M | 66 | — | |
| FORTEM FINANCIAL GROUP, LLC | CA | $398.5M | 173 | — | |
| BARD ASSOCIATES INC | IL | $398.5M | 292 | — | |
| Tillman Hartley LLC | FL | $398.3M | 88 | — | |
| May Hill Capital, LLC | MA | $398.2M | 223 | — | |
| BCGM Wealth Management, LLC | IN | $398.1M | 178 | — | |
| LongView Wealth Management | GA | $398.1M | 247 | — | |
| SEARLE & CO. | CT | $397.7M | 194 | — | |
| KELLY FINANCIAL GROUP LLC | CT | $397.7M | 100 | — | |
| TrueWealth Advisors, LLC | AL | $397.6M | 233 | — | |
| Elevated Capital Advisors, LLC | UT | $397.3M | 843 | — | |
| TWIN PEAKS WEALTH ADVISORS, LLC | CA | $397.1M | 2,369 | — | |
| RFG Holdings, Inc. | TX | $397.0M | 70 | — | |
| Lisanti Capital Growth, LLC | NY | $396.8M | 103 | — | |
| Gray Foundation | NY | $396.8M | 11 | — | |
| PLATINUM INVESTMENT MANAGEMENT LTD | C3 | $396.8M | 89 | — | |
| Navalign, LLC | CA | $396.5M | 127 | — | |
| LPWM LLC | MN | $396.3M | 94 | — | |
| Singapore Technologies Telemedia Pte Ltd | U0 | $396.3M | 1 | — | |
| Lansing Street Advisors | PA | $396.3M | 150 | — | |
| Index Venture Life Associates VI Ltd | Y9 | $395.7M | 1 | — | |
| PCG Wealth Advisors, LLC | KS | $395.5M | 164 | — | |
| KELLEHER FINANCIAL ADVISORS | NY | $395.1M | 703 | — | |
| Greenstone Partners & Co., LLC | CA | $395.1M | 9 | — | |
| Tyro Capital Management LLC | FL | $395.0M | 23 | — | |
| Raub Brock Capital Management LP | CA | $395.0M | 43 | — | |
| Z3 Capital Partners, LLC | VA | $394.9M | 187 | — | |
| Henderson Brothers Financial Partners, LLC | PA | $394.9M | 105 | — | |
| Prosperity Planning, Inc. | MO | $394.7M | 110 | — | |
| DKRT Investments Corp. | A6 | $394.6M | 48 | — | |
| VELA Investment Management, LLC | OH | $394.3M | 136 | — | |
| Pacific Center for Financial Services | CA | $394.3M | 513 | — | |
| Peak Financial Management, Inc. | MA | $393.9M | 100 | — | |
| Roberts Wealth Advisors, LLC | CA | $393.9M | 110 | — | |
| Astoria Strategic Wealth, Inc. | TX | $393.9M | 37 | — | |
| Starr Indemnity & Liability Co | NY | $393.5M | 4 | — | |
| CLEAR WAVE WEALTH MANAGEMENT LLC | NJ | $393.5M | 170 | — | |
| Tidemark, LLC | CA | $393.5M | 901 | — | |
| Investment Advisory Group, LLC | MA | $393.4M | 194 | — | |
| Oldfield Partners LLP | X0 | $393.3M | 18 | — | |
| Arjuna Capital | MA | $393.3M | 109 | — | |
| Eldred Rock Partners, LLC | TX | $392.9M | 31 | — | |
| Hartford Financial Management Inc. | CT | $392.4M | 344 | — | |
| Divisar Capital Management LLC | CA | $392.4M | 26 | — | |
| Wellington Shields & Co., LLC | NY | $392.4M | 321 | — | |
| Sunflower Bank, N.A. | TX | $392.4M | 155 | — | |
| Euclidean Capital LLC | NY | $392.3M | 10 | — | |
| Level Financial Advisors | NY | $392.1M | 92 | — | |
| Boltwood Capital Management | CA | $392.1M | 184 | — | |
| Hollow Brook Wealth Management LLC | NY | $392.0M | 70 | — | |
| Buckley Wealth Management, LLC | NV | $391.8M | 103 | — | |
| Fortress Investment Group LLC | NY | $391.8M | 32 | — | |
| Inlet Private Wealth, LLC | FL | $391.6M | 128 | — | |
| Turas Capital Management LP | MA | $391.6M | 37 | — | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | VA | $391.5M | 689 | — | |
| BOS Asset Management, LLC | IL | $391.5M | 200 | — | |
| Mezzasalma Advisors, LLC | NJ | $391.4M | 155 | — | |
| Schusterman Interests, LLC | OK | $391.3M | 9 | — | |
| Rinkey Investments | CA | $391.0M | 125 | — | |
| Lester Murray Antman dba SimplyRich | CA | $390.9M | 233 | — | |
| Warren Street Wealth Advisors, LLC | CA | $390.9M | 127 | — | |
| HIGHLINE WEALTH PARTNERS LLC | CA | $390.8M | 1,296 | — | |
| Prostatis Group LLC | MD | $390.7M | 167 | — | |
| 55 North Private Wealth, LLC | FL | $390.6M | 210 | — | |
| CWS Financial Advisors, LLC | MI | $390.3M | 157 | — | |
| Hilltop Partners LLC | IN | $389.7M | 126 | — | |
| Winthrop Capital Management, LLC | IN | $389.5M | 356 | — | |
| Sicart Associates LLC | NY | $389.3M | 74 | — | |
| BROWN WEALTH MANAGEMENT, LLC | IL | $389.3M | 116 | — | |
| Aigen Investment Management, LP | NY | $389.2M | 496 | — | |
| Patriot Financial Partners GP II, L.P. | PA | $388.3M | 12 | — | |
| Ruedi Wealth Management, Inc. | IL | $388.3M | 58 | — | |
| Cavalier Investments, LLC | GA | $388.2M | 60 | — | |
| LITTLE HOUSE CAPITAL LLC | MA | $387.4M | 112 | — | |
| Scott & Selber, Inc. | TX | $387.3M | 91 | — | |
| Hudson Capital Management LLC | NJ | $386.9M | 75 | — | |
| WP Advisors, LLC | CA | $386.5M | 115 | — | |
| WORLD EQUITY GROUP, INC. | IL | $386.1M | 368 | — | |
| Gradient Capital Advisors, LLC | CA | $385.8M | 177 | — | |
| Bay Harbor Wealth Management, LLC | MD | $385.7M | 1,301 | — | |
| Siena Capital Partners GP, LLC | IL | $385.5M | 100 | — | |
| Goodman Advisory Group, LLC | MA | $385.4M | 184 | — | |
| Polunin Capital Partners Ltd | X0 | $385.4M | 16 | — | |
| Phraction Management LLC | CT | $385.3M | 64 | — | |
| City State Bank | IA | $385.3M | 784 | — | |
| GSG Advisors LLC | NJ | $385.0M | 137 | — | |
| Decagon Asset Management LLP | X0 | $384.9M | 74 | — | |
| Brand Asset Management Group, Inc. | MO | $384.5M | 193 | — | |
| TOBAM | I0 | $384.2M | 250 | — | |
| DELTA FINANCIAL ADVISORS LLC | LA | $383.8M | 149 | — | |
| DAVIS-REA LTD. | A6 | $383.7M | 54 | — | |
| Accel Wealth Management | IA | $383.4M | 290 | — | |
| Quadratic Capital Management LLC | CT | $383.3M | 2 | — | |
| Miller Value Partners, LLC | FL | $383.2M | 55 | — | |
| Milestones Administradora de Recursos Ltda. | D5 | $383.1M | 17 | — | |
| RV Capital AG | V8 | $382.6M | 13 | — | |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | MO | $382.6M | 77 | — | |
| Luminvest Wealth Management LLC | AZ | $382.5M | 55 | — | |
| Rosenblum Silverman Sutton S F Inc /ca | CA | $382.3M | 76 | — | |
| Science & Technology Partners, L.P. | CT | $381.8M | 42 | — | |
| Diametric Capital, LP | MA | $381.7M | 471 | — | |
| Narus Financial Partners, LLC | UT | $381.6M | 162 | — | |
| Briaud Financial Planning Inc | TX | $381.4M | 38 | — | |
| One Degree Advisors Inc | CA | $381.2M | 72 | — | |
| Cerro Pacific Wealth Advisors LLC | CA | $381.2M | 159 | — | |
| CHASE INVESTMENT COUNSEL CORP | VA | $380.9M | 149 | — | |
| Private Wealth Management Group, LLC | NJ | $380.8M | 1,426 | — | |
| GLOBE LIFE INC. | TX | $380.8M | 2 | — | |
| ETF Portfolio Partners, Inc. | KS | $380.7M | 68 | — | |
| Strategic Family Wealth Counselors, L.L.C. | NJ | $380.6M | 161 | — | |
| Aquire Wealth Advisors, LLC | UT | $380.2M | 48 | — | |
| OCO Capital Partners, L.P. | NY | $380.2M | 8 | — | |
| Marks Wealth, LLC | MD | $380.1M | 12 | — | |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | FL | $379.9M | 98 | — | |
| MUHLENKAMP & CO INC | PA | $379.8M | 29 | — | |
| Attestor Capital Ltd | E9 | $379.5M | 8 | — | |
| Rooted Wealth Advisors, Inc. | IL | $379.2M | 144 | — | |
| Cardinal Strategic Wealth Guidance | KY | $379.2M | 63 | — | |
| HWG Holdings LP | TX | $379.1M | 53 | — | |
| BWM Planning, LLC | TX | $379.1M | 87 | — | |
| Neo Ivy Capital Management | NY | $379.1M | 315 | — | |
| SOMERVILLE KURT F | MA | $379.1M | 91 | — | |
| Carr Financial Group Corp | MA | $379.1M | 174 | — | |
| MPS Loria Financial Planners, LLC | IL | $379.0M | 89 | — | |
| Fairway Wealth LLC | OH | $378.9M | 192 | — | |
| Progressive Investment Management Corp | OR | $378.7M | 58 | — | |
| Highland Financial Advisors, LLC | NJ | $378.7M | 67 | — | |
| LEGACY FINANCIAL GROUP, INC. | OK | $378.4M | 89 | — | |
| Morton Brown Family Wealth, LLC | PA | $378.4M | 292 | — | |
| Bare Financial Services, Inc | PA | $378.3M | 1,730 | — | |
| ADAMSBROWN WEALTH CONSULTANTS LLC | KS | $378.3M | 138 | — | |
| Ifrah Financial Services, Inc. | AR | $378.3M | 200 | — | |
| Empirical Asset Management, LLC | MA | $378.2M | 395 | — | |
| Cadent Capital Advisors, LLC | OK | $378.0M | 186 | — | |
| ALTA FOX CAPITAL MANAGEMENT, LLC | TX | $377.8M | 9 | — | |
| VISTA INVESTMENT PARTNERS LLC | OK | $377.8M | 167 | — | |
| DELTA AIR LINES, INC. | GA | $377.7M | 3 | — | |
| Wakefield Asset Management LLLP | CO | $377.4M | 211 | — | |
| Fivespan Partners, LP | CA | $377.4M | 4 | — | |
| Cliffwater LLC | CA | $377.4M | 20 | — | |
| TRUEFG, LLC | TX | $377.3M | 71 | — | |
| EnRich Financial Partners LLC | WI | $377.1M | 64 | — | |
| Global View Capital Management LLC | WI | $376.7M | 140 | — | |
| McMill Wealth Management | NE | $376.1M | 58 | — | |
| St. Clair Advisors, LLC | OH | $375.8M | 82 | — | |
| Northeast Financial Group, Inc. | PA | $375.8M | 76 | — | |
| Access Investment Management LLC | GA | $375.6M | 157 | — | |
| JRM Investment Counsel, LLC | NE | $375.4M | 21 | — | |
| CIM INVESTMENT MANAGEMENT INC | PA | $374.8M | 251 | — | |
| Lifelong Wealth Advisors, Inc. | MN | $374.7M | 88 | — | |
| Prism Advisors, Inc. | CA | $374.6M | 75 | — | |
| Keystone Financial Planning, Inc. | OH | $374.4M | 40 | — | |
| Straight Path Wealth Management | MI | $374.4M | 129 | — | |
| BankPlus Trust Department | MS | $374.3M | 466 | — | |
| RIT CAPITAL PARTNERS PLC | X0 | $374.1M | 12 | — | |
| Able Wealth Management LLC | NJ | $374.0M | 138 | — | |
| Compass Advisory Group LLC | NY | $373.7M | 86 | — | |
| ONCE CAPITAL MANAGEMENT, LLC | NY | $373.6M | 22 | — | |
| West Branch Capital LLC | MA | $373.5M | 378 | — | |
| Landmark Wealth Management, LLC | NY | $373.4M | 148 | — | |
| Bull Harbor Capital LLC | MD | $373.3M | 458 | — | |
| JOHO CAPITAL LLC | NY | $373.1M | 10 | — | |
| Freedom Day Solutions, LLC | TX | $372.7M | 96 | — | |
| MINDSET WEALTH MANAGEMENT, LLC | IN | $372.5M | 176 | — | |
| Doma Perpetual Capital Management LLC | FL | $372.4M | 11 | — | |
| Gavilan Investment Partners LLC | CA | $372.3M | 14 | — | |
| Blue Owl Capital Holdings LP | NY | $372.2M | 75 | — | |
| Promethos Capital, LLC | MA | $372.1M | 46 | — | |
| Solus Alternative Asset Management LP | NJ | $371.9M | 10 | — | |
| Acumen Wealth Advisors, LLC | TN | $371.8M | 439 | — | |
| Kiltearn Partners LLP | X0 | $371.7M | 25 | — | |
| SAYBROOK CAPITAL /NC | NY | $371.4M | 42 | — | |
| Peregrine Asset Advisers, Inc. | OR | $371.3M | 189 | — | |
| Prevatt Capital Ltd | C5 | $371.1M | 11 | — | |
| Oxbow Capital Management (HK) Ltd | K3 | $371.0M | 6 | — | |
| Paragon Advisors, LLC | TX | $370.8M | 76 | — | |
| Fusion Capital, LLC | SC | $370.6M | 104 | — | |
| RFG - Bristol Wealth Advisors, LLC | MA | $370.6M | 180 | — | |
| COWA, LLC | OK | $370.6M | 158 | — | |
| Teramo Advisors, LLC | FL | $370.3M | 3 | — | |
| Atwater Malick LLC | PA | $370.2M | 95 | — | |
| First American Financial Corp | CA | $369.8M | 3 | — | |
| CAPITAL WEALTH MANAGEMENT, LLC | RI | $369.6M | 34 | — | |
| Rock Point Advisors, LLC | VT | $369.6M | 118 | — | |
| EdgeRock Capital LLC | CO | $369.5M | 126 | — | |
| Mizuho Bank, Ltd. | M0 | $369.5M | 4 | — | |
| Meredith Wealth Planning | IL | $369.1M | 70 | — | |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | CO | $369.0M | 27 | — | |
| ATTICUS WEALTH MANAGEMENT, LLC | FL | $368.9M | 181 | — | |
| CCG WEALTH MANAGEMENT, LLC | CA | $368.9M | 136 | — | |
| EPG Wealth Management LLC | GA | $368.7M | 320 | — | |
| ARK & TLK INVESTMENTS, LLC | OK | $368.6M | 118 | — | |
| Newton One Investments LLC | DE | $368.5M | 121 | — | |
| Merk Investments LLC | CA | $367.9M | 11 | — | |
| Farmers & Merchants Trust Co of Chambersburg PA | PA | $367.5M | 335 | — | |
| Prasad Wealth Partners, LLC | OH | $367.4M | 146 | — | |
| BIRINYI ASSOCIATES INC | CT | $367.2M | 60 | — | |
| VALUEWORKS LLC | NY | $366.9M | 35 | — | |
| NORTHCAPE WEALTH MANAGEMENT, LLC | NY | $366.8M | 141 | — | |
| WorthPointe, LLC | CA | $366.7M | 117 | — | |
| Capco Asset Management, LLC | FL | $366.6M | 27 | — | |
| PRINCETON CAPITAL MANAGEMENT LLC | NJ | $366.6M | 139 | — | |
| CENTRAL VALLEY ADVISORS, LLC | CA | $366.5M | 187 | — | |
| CV Advisors LLC | FL | $366.5M | 46 | — | |
| Lexington Partners L.P. | NY | $366.4M | 3 | — | |
| Redmond Asset Management, LLC | VA | $366.3M | 197 | — | |
| Argent Advisors, Inc. | LA | $366.2M | 173 | — |
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