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 4,251–4,500. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 18 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | NH | $366.1M | 726 | — | |
| TriaGen Wealth Management LLC | CA | $366.0M | 171 | — | |
| Terril Brothers, Inc. | MO | $365.8M | 75 | — | |
| CONTINENTAL GRAIN CO | NY | $365.8M | 4 | — | |
| FIRST NATIONAL BANK SIOUX FALLS | SD | $365.5M | 147 | — | |
| New England Capital Financial Advisors LLC | CT | $365.3M | 425 | — | |
| PHYSICIANS FINANCIAL SERVICES, INC. | NC | $365.2M | 104 | — | |
| Vestwell Advisors, LLC | NY | $365.1M | 31 | — | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | NY | $364.9M | 718 | — | |
| Pinnacle Financial Group, LLC / IL | IL | $364.8M | 111 | — | |
| Strata Wealth Advisors, LLC | TX | $364.7M | 87 | — | |
| Davern Capital Partners, LP | NY | $364.5M | 17 | — | |
| Sterling Wealth Management, Inc. | IL | $364.3M | 112 | — | |
| Three Bridge Wealth Advisors, LLC | CA | $364.2M | 86 | — | |
| BRANT POINT INVESTMENT MANAGEMENT LLC | NY | $364.1M | 82 | — | |
| Valtinson Bruner Financial Planning LLC | MN | $364.0M | 171 | — | |
| ROBERTS GLORE & CO INC /IL/ | IL | $363.9M | 216 | — | |
| EVEXIA WEALTH LLC | WI | $363.7M | 84 | — | |
| ROMAN BUTLER FULLERTON & CO | MO | $363.6M | 267 | — | |
| Anfield Capital Management, LLC | CA | $363.5M | 715 | — | |
| Modus Advisors, LLC | MN | $363.3M | 117 | — | |
| Investment Planning Advisors, Inc. | GA | $363.2M | 107 | — | |
| Amicus Financial Advisors, LLC | TX | $363.0M | 90 | — | |
| Birnam Oak Advisors, LP | NY | $362.9M | 31 | — | |
| Virtus Investment Advisers, LLC | CT | $362.5M | 450 | — | |
| REIK & CO., LLC | NY | $362.5M | 56 | — | |
| WBI INVESTMENTS, LLC | NJ | $362.4M | 275 | — | |
| HighVista Strategies LLC | MA | $362.2M | 156 | — | |
| Cutler Capital Management, LLC | MA | $362.1M | 114 | — | |
| Revisor Wealth Management LLC | OH | $362.1M | 327 | — | |
| Advanced Asset Management Advisors Inc | OH | $362.0M | 79 | — | |
| Safeguard Investment Advisory Group, LLC | CA | $362.0M | 143 | — | |
| BURKE & HERBERT BANK & TRUST CO | VA | $361.9M | 235 | — | |
| Cordoba Advisory Partners LLC | NY | $361.9M | 118 | — | |
| Wood Tarver Financial Group, LLC | ID | $361.9M | 155 | — | |
| Anchor @ 65 Pte. Ltd. | U0 | $361.7M | 2 | — | |
| Elmwood Wealth Management, Inc. | CA | $361.6M | 178 | — | |
| Donoghue Forlines LLC | MA | $361.4M | 118 | — | |
| Daybright Advisory Services, Inc. | FL | $361.3M | 133 | — | |
| Benchmark Financial Wealth Advisors, LLC | FL | $361.1M | 133 | — | |
| Pennant Investors, LP | NJ | $361.0M | 17 | — | |
| OLIO Financial Planning | VA | $361.0M | 72 | — | |
| Bridge City Capital, LLC | OR | $360.8M | 108 | — | |
| Peak Planning Group, LLC | CO | $360.8M | 120 | — | |
| VCI Wealth Management LLC | MO | $360.8M | 123 | — | |
| PYA Waltman Capital, LLC | TN | $360.7M | 67 | — | |
| Duncan Williams Asset Management, LLC | TN | $360.7M | 154 | — | |
| MONIMUS CAPITAL MANAGEMENT, LP | NJ | $360.7M | 55 | — | |
| PROATHLETE WEALTH MANAGEMENT LLC | FL | $360.5M | 296 | — | |
| SK Wealth Management, LLC | RI | $360.5M | 77 | — | |
| RR Advisors, LLC | TX | $360.5M | 27 | — | |
| True Wealth Design, LLC | OH | $360.4M | 2,699 | — | |
| WealthCare Investment Partners, LLC | RI | $360.4M | 191 | — | |
| BNC WEALTH MANAGEMENT, LLC | OR | $360.4M | 106 | — | |
| 5AM Venture Management, LLC | CA | $360.2M | 20 | — | |
| Logan Stone Capital, LLC | IL | $360.1M | 133 | — | |
| Legacy CG, LLC | TX | $360.0M | 45 | — | |
| Naman Capital Ltda | D5 | $359.8M | 13 | — | |
| Squire Investment Management Company, LLC | UT | $359.8M | 76 | — | |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | CA | $359.7M | 124 | — | |
| Xcel Wealth Management, LLC | FL | $359.6M | 132 | — | |
| Arcataur Capital Management LLC | WI | $359.4M | 103 | — | |
| Rhino Investment Partners, Inc | PA | $359.4M | 39 | — | |
| Stone Summit Wealth LLC | FL | $359.3M | 142 | — | |
| NFC Investments, LLC | TN | $359.2M | 41 | — | |
| CYPRESS FINANCIAL PLANNING LLC | NJ | $358.8M | 99 | — | |
| LIBERTY SQUARE WEALTH PARTNERS LLC | PA | $358.4M | 141 | — | |
| Bond & Devick Financial Network, Inc. | MN | $358.4M | 188 | — | |
| Granger Management LLC | NY | $358.2M | 6 | — | |
| Financial Perspectives, Inc | MN | $358.2M | 716 | — | |
| Rudius Management LP | NY | $357.6M | 6 | — | |
| HEIGHTS CAPITAL MANAGEMENT, INC | CA | $357.1M | 264 | — | |
| Manske Wealth Management | TX | $357.0M | 215 | — | |
| Sterling Investment Counsel, LLC | NY | $356.9M | 196 | — | |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | CT | $356.7M | 21 | — | |
| Holowesko Partners Ltd. | C5 | $356.7M | 31 | — | |
| Pioneer Wealth Management Group | TX | $356.5M | 50 | — | |
| BigSur Wealth Management LLC | FL | $356.5M | 163 | — | |
| Henrickson Nauta Wealth Advisors, Inc. | MI | $356.3M | 106 | — | |
| Sandbox Financial Partners, LLC | MD | $355.6M | 117 | — | |
| Private Wealth Advisors, LLC | CA | $355.6M | 95 | — | |
| Seaside Wealth Management, Inc. | CA | $355.6M | 65 | — | |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | IN | $355.2M | 156 | — | |
| WHITE PINE CAPITAL LLC | MN | $355.2M | 228 | — | |
| Clean Yield Group | VT | $355.2M | 385 | — | |
| EQ LLC | WA | $355.0M | 74 | — | |
| Headland Capital, LLC | SC | $354.9M | 61 | — | |
| Supplemental Annuity Collective Trust of NJ | NJ | $354.9M | 297 | — | |
| LIBRA WEALTH LLC | CA | $354.8M | 66 | — | |
| Windsor Capital Management, LLC | AZ | $354.8M | 123 | — | |
| ShankerValleau Wealth Advisors, Inc. | IL | $354.8M | 39 | — | |
| Tactive Advisors, LLC | FL | $354.7M | 268 | — | |
| Courage Miller Partners, LLC | VA | $354.2M | 92 | — | |
| AVALON CAPITAL MANAGEMENT | CA | $354.2M | 121 | — | |
| FCA CORP /TX | TX | $354.1M | 191 | — | |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | C3 | $354.0M | 43 | — | |
| Accretive Wealth Partners, LLC | NJ | $354.0M | 173 | — | |
| Strathmore Capital Advisors, Inc. | NC | $353.8M | 138 | — | |
| SIG BROKERAGE, LP | PA | $353.7M | 229 | — | |
| FINANCIAL ADVISORY PARTNERS, LLC | FL | $353.6M | 66 | — | |
| Pathway Financial Advisers, LLC | IN | $353.6M | 164 | — | |
| Beirne Wealth Consulting Services, LLC | CT | $353.6M | 105 | — | |
| First Washington CORP | WA | $353.5M | 50 | — | |
| Greystone Financial Group, LLC | MI | $353.3M | 78 | — | |
| O'Brien Greene & Co. Inc | PA | $353.3M | 133 | — | |
| BCWM, LLC | KS | $352.8M | 57 | — | |
| BridgePort Financial Solutions, LLC | IA | $352.8M | 231 | — | |
| ForthRight Wealth Management, LLC | GA | $352.5M | 75 | — | |
| Stolper Co | OK | $352.5M | 93 | — | |
| MIC Capital Management UK LLP | X0 | $352.5M | 14 | — | |
| Elmind Capital, LP | NY | $352.2M | 34 | — | |
| PCJ Investment Counsel Ltd. | A6 | $352.1M | 59 | — | |
| Brown Miller Wealth Management, LLC | VA | $351.9M | 191 | — | |
| ACORN CAPITAL ADVISORS, LLC | NY | $351.8M | 22 | — | |
| Vision Retirement, LLC | NJ | $351.6M | 649 | — | |
| ENAVATE SCIENCES GP, LLC | NY | $351.5M | 7 | — | |
| Cypress Capital, LLC | TN | $351.3M | 94 | — | |
| COLTON GROOME FINANCIAL ADVISORS, LLC | NC | $351.2M | 137 | — | |
| Trinity Financial Advisors LLC | OH | $351.2M | 89 | — | |
| Legacy Wealth Management, LLC / MS | MS | $350.9M | 106 | — | |
| FIDUCIARY FAMILY OFFICE, LLC | FL | $350.8M | 179 | — | |
| PhiloSmith Capital Corp | CT | $350.6M | 22 | — | |
| Spider Management Company, LLC | VA | $350.6M | 5 | — | |
| STEPH & CO | WI | $350.5M | 301 | — | |
| HAMEL ASSOCIATES, INC. | PA | $350.5M | 81 | — | |
| HTG Investment Advisors, Inc. | CT | $350.5M | 84 | — | |
| Columbia Bank | OR | $350.4M | 156 | — | |
| SWMG, LLC | TX | $350.2M | 120 | — | |
| Wealth Management Partners, LLC | AZ | $349.9M | 147 | — | |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | TN | $349.8M | 53 | — | |
| Bruce & Co., Inc. | IL | $349.7M | 41 | — | |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | SC | $349.5M | 95 | — | |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | PA | $349.5M | 112 | — | |
| SRH ADVISORS, LLC | KS | $349.5M | 278 | — | |
| Merck & Co., Inc. | NJ | $349.4M | 14 | — | |
| Lloyd Advisory Services, LLC. | GA | $349.4M | 864 | — | |
| Kingdom Financial Group LLC. | AZ | $349.4M | 864 | — | |
| Global Assets Advisory, LLC | FL | $349.4M | 477 | — | |
| KP Management LLC | MN | $349.3M | 61 | — | |
| Carmel Capital Management L.L.C. | CA | $349.2M | 25 | — | |
| ENDEAVOR PRIVATE WEALTH, INC. | KS | $348.7M | 202 | — | |
| Ironwood Wealth Management, LLC. | AZ | $348.7M | 47 | — | |
| Creative Capital Management Investments LLC | CA | $348.5M | 324 | — | |
| LOM Asset Management Ltd | D0 | $347.9M | 277 | — | |
| Argos Wealth Advisors, LLC | CA | $347.8M | 202 | — | |
| GILL CAPITAL PARTNERS, LLC | CO | $347.6M | 701 | — | |
| Seascape Capital Management | NH | $347.3M | 91 | — | |
| SHIKIAR ASSET MANAGEMENT INC | NY | $346.8M | 103 | — | |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | RI | $346.8M | 33 | — | |
| Alaethes Wealth, LLC | NV | $346.7M | 114 | — | |
| WINMILL & CO. INC | NH | $346.6M | 54 | — | |
| Fi3 FINANCIAL ADVISORS, LLC | IN | $346.4M | 218 | — | |
| VANCE WEALTH, LLC | CA | $346.2M | 118 | — | |
| CGC Financial Services, LLC | OR | $346.1M | 331 | — | |
| Prairiewood Capital, LLC | ND | $345.8M | 77 | — | |
| Osprey Private Wealth LLC | NY | $345.3M | 77 | — | |
| Aikya Investment Management Ltd | X0 | $344.7M | 4 | — | |
| Bouvel Investment Partners, LLC | PA | $344.6M | 78 | — | |
| Presidio Capital Management, LLC | CA | $344.3M | 79 | — | |
| S.E.E.D. Planning Group LLC | NY | $344.3M | 89 | — | |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | CT | $344.3M | 9 | — | |
| THREADGILL FINANCIAL, LLC | TX | $344.2M | 44 | — | |
| BALLAST ADVISORS LLC | MN | $343.8M | 393 | — | |
| Field & Main Bank | KY | $343.7M | 261 | — | |
| Smart Money Group LLC | TX | $343.7M | 84 | — | |
| Alight Capital Management LP | NY | $343.7M | 56 | — | |
| Thrive Capital Management, LLC | NY | $343.7M | 5 | — | |
| Cedar Wealth Management, LLC | CA | $343.6M | 89 | — | |
| LONG WALK MANAGEMENT LP | CT | $343.5M | 11 | — | |
| WARBURG PINCUS LLC | NY | $343.5M | 3 | — | |
| PUZO MICHAEL J | MA | $343.4M | 67 | — | |
| Eleva Capital SAS | I0 | $343.4M | 24 | — | |
| Joule Financial, LLC | KY | $343.3M | 114 | — | |
| TRUST CO OF OKLAHOMA | OK | $343.3M | 139 | — | |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | NE | $343.1M | 59 | — | |
| Westbourne Investment Advisors, Inc. | MD | $343.0M | 115 | — | |
| Acorn Wealth Advisors, LLC | MI | $343.0M | 264 | — | |
| M. Kraus & Co | VT | $342.9M | 81 | — | |
| Warberg Asset Management LLC | IL | $342.7M | 166 | — | |
| Fieldview Capital Management, LLC | MI | $342.6M | 468 | — | |
| VAN STRUM & TOWNE INC. | CA | $342.5M | 111 | — | |
| FC Advisory LLC | PA | $342.5M | 115 | — | |
| Vectors Research Management, LLC | NY | $342.4M | 142 | — | |
| CONSILIO WEALTH ADVISORS, LLC | WA | $342.3M | 99 | — | |
| REGIMEN WEALTH, LLC | GA | $342.2M | 70 | — | |
| WIT Partners Advisory Pte. Ltd. | U0 | $342.1M | 16 | — | |
| Yakira Capital Management, Inc. | CT | $341.7M | 196 | — | |
| Grandview Asset Management LLC | PA | $341.7M | 137 | — | |
| SMART Wealth LLC | NE | $341.5M | 207 | — | |
| Seneca Financial Advisors LLC | NY | $341.3M | 64 | — | |
| EntryPoint Capital, LLC | NY | $341.2M | 731 | — | |
| Intergy Private Wealth, LLC | CO | $341.0M | 123 | — | |
| Crestview Partners II GP, L.P. | NY | $340.9M | 3 | — | |
| Missouri Trust & Investment Co | MO | $340.8M | 411 | — | |
| Keystone Financial Services | CO | $340.7M | 119 | — | |
| Crown Wealth Group, LLC | NC | $340.5M | 145 | — | |
| Cornell Pochily Investment Advisors, Inc. | NY | $340.4M | 174 | — | |
| Main Street Group, LTD | VA | $340.4M | 865 | — | |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | IL | $340.3M | 136 | — | |
| OFS Enterprise LLC | NE | $340.2M | 94 | — | |
| Kidder Stephen W | MA | $340.1M | 76 | — | |
| SWEENEY & MICHEL, LLC | CA | $340.1M | 145 | — | |
| First International Bank of Israel Ltd. | L3 | $340.1M | 59 | — | |
| Bell Asset Management Ltd | C3 | $339.8M | 61 | — | |
| Neumann Capital Management, LLC | CA | $339.5M | 102 | — | |
| FINDELL CAPITAL MANAGEMENT LLC | NY | $339.5M | 17 | — | |
| Jackson Creek Investment Advisors LLC | CO | $339.5M | 293 | — | |
| Sophron Capital Management L.P. | NJ | $339.4M | 41 | — | |
| Myriad Asset Management Advisors LLC | FL | $339.4M | 47 | — | |
| Verger Capital Management LLC | NC | $339.2M | 13 | — | |
| BRILLIANCE ASSET MANAGEMENT LTD | K3 | $339.1M | 16 | — | |
| Pinnacle Bancorp, Inc. | NE | $338.8M | 885 | — | |
| Core Alternative Capital | GA | $338.7M | 205 | — | |
| Concentrum Wealth Management | CA | $338.6M | 111 | — | |
| PENOBSCOT WEALTH MANAGEMENT | ME | $338.4M | 107 | — | |
| Hibernia Wealth Partners, LLC | LA | $338.2M | 122 | — | |
| Solitude Financial Services | VA | $338.1M | 39 | — | |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC | FL | $338.1M | 9 | — | |
| Cabot-Wellington, LLC | MA | $338.1M | 5 | — | |
| Gilliland Jeter Wealth Management LLC | AR | $337.6M | 184 | — | |
| Selective Wealth Management, Inc. | VA | $337.5M | 120 | — | |
| NKCFO LLC | IL | $337.4M | 106 | — | |
| WIM INVESTMENT MANAGEMENT Ltd | K3 | $337.3M | 20 | — | |
| Sterling Financial Planning, Inc. | NJ | $337.3M | 117 | — | |
| Freedom Investment Management, Inc. | CT | $337.0M | 106 | — | |
| Marathon Trading Investment Management LLC | PA | $336.9M | 150 | — | |
| Shoker Investment Counsel, Inc. | OH | $336.8M | 109 | — | |
| Schiavi & Co LLC | DE | $336.8M | 50 | — | |
| Independent Wealth Network Inc. | IA | $336.6M | 296 | — | |
| Comprehensive Financial Consultants Institutional, Inc. | IN | $336.6M | 193 | — | |
| Slotnik Capital, LLC | TX | $336.6M | 24 | — | |
| Team Hewins, LLC | CA | $336.5M | 41 | — | |
| Standard General L.P. | NY | $336.5M | 2 | — | |
| WT Wealth Management | AZ | $336.4M | 138 | — | |
| Leeward Financial Partners, LLC | WA | $336.2M | 97 | — | |
| Sanofi | I0 | $336.0M | 9 | — | |
| Haverford Financial Services, Inc. | PA | $335.6M | 46 | — | |
| Kooman & Associates | PA | $335.4M | 50 | — | |
| LifeWealth Investments, LLC | FL | $335.0M | 141 | — | |
| Passive Capital Management, LLC. | MD | $334.9M | 104 | — | |
| Hudson Value Partners, LLC | FL | $334.9M | 100 | — | |
| VSM Wealth Advisory, LLC | MD | $334.8M | 505 | — | |
| Red Wave Investments LLC | PA | $334.6M | 111 | — | |
| PRIVATE CLIENT SERVICES, LLC | KY | $334.5M | 208 | — | |
| PARUS FINANCE (UK) Ltd | X0 | $334.5M | 37 | — | |
| Hobbs Group Advisors, LLC | SC | $334.4M | 160 | — | |
| Baron Wealth Management LLC | MI | $334.4M | 279 | — | |
| Montanaro Asset Management Ltd | X0 | $334.4M | 42 | — | |
| Pine Harbor Wealth Management, LLC | VA | $334.3M | 102 | — | |
| CLARIS ADVISORS, LLC / MO / | MO | $334.1M | 70 | — |
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