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 4,501–4,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 19 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Martin Investment Management, LLC | FL | $334.1M | 46 | — | |
| Sandy Cove Advisors, LLC | MA | $334.1M | 144 | — | |
| Prudent Man Advisors, LLC | IL | $333.9M | 134 | — | |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | PA | $333.6M | 83 | — | |
| Atlas Wealth LLC | OH | $333.6M | 115 | — | |
| Tilson Financial Group, Inc. | NJ | $333.2M | 79 | — | |
| Hoxton Planning & Management, LLC | WV | $333.2M | 216 | — | |
| Independence Financial Advisors, LLC | NH | $333.2M | 51 | — | |
| Aurdan Capital Management, LLC | PA | $333.2M | 88 | — | |
| Westend Capital Management, LLC | CA | $333.1M | 254 | — | |
| Family Legacy, Inc. | SC | $332.9M | 124 | — | |
| BAKER BOYER NATIONAL BANK | WA | $332.8M | 91 | — | |
| HARBOR ADVISORY CORP /MA/ | NH | $332.8M | 79 | — | |
| McCollum Christoferson Group LLC | NY | $332.8M | 77 | — | |
| MSA Advisors, LLC | CA | $332.7M | 50 | — | |
| Bear Mountain Capital, Inc. | WA | $332.6M | 198 | — | |
| MADDEN SECURITIES Corp | TX | $332.6M | 113 | — | |
| Sara-Bay Financial | FL | $332.5M | 81 | — | |
| LFL Advisers, LLC | IL | $332.4M | 9 | — | |
| Rench Wealth Management, Inc. | TX | $332.4M | 62 | — | |
| BlackBarn Capital Partners LP | NY | $332.4M | 14 | — | |
| Atlas Brown,Inc. | KY | $332.2M | 226 | — | |
| Silverleafe Capital Partners, LLC | TN | $332.0M | 95 | — | |
| Juniper Capital Advisors, L.P. | TX | $332.0M | 2 | — | |
| Knuff & Co LLC | CA | $331.9M | 134 | — | |
| 360 Financial, Inc. | MN | $331.8M | 80 | — | |
| EDENTREE ASSET MANAGEMENT Ltd | X0 | $331.7M | 65 | — | |
| Crestview Partners IV GP, L.P. | NY | $331.7M | 2 | — | |
| PL Capital Advisors, LLC | FL | $331.6M | 30 | — | |
| Greenfield Seitz Capital Management, LLC | TX | $331.6M | 111 | — | |
| Snider Financial Group | WA | $331.4M | 102 | — | |
| Fiduciary Planning LLC | FL | $331.1M | 76 | — | |
| Reliant Wealth Planning | KY | $330.8M | 51 | — | |
| Nokomis Capital, L.L.C. | TX | $330.7M | 47 | — | |
| Impact Capital Partners LLC | CO | $330.6M | 276 | — | |
| Provident Wealth Management, LLC | TN | $330.6M | 134 | — | |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | MA | $330.5M | 183 | — | |
| HT Partners LLC | CT | $330.2M | 55 | — | |
| Next Capital Management LLC | NY | $330.2M | 134 | — | |
| QUATTRO FINANCIAL ADVISORS LLC | TX | $330.2M | 90 | — | |
| Payne Capital Management, LLC | NY | $330.2M | 78 | — | |
| Maniro Ltd | C5 | $330.0M | 25 | — | |
| MARINER INVESTMENT GROUP LLC | NY | $329.9M | 55 | — | |
| Guardian Wealth Management, LLC | TN | $329.6M | 30 | — | |
| Blueshift Asset Management, LLC | NJ | $329.5M | 484 | — | |
| ANCHYRA PARTNERS LLC | GA | $329.5M | 275 | — | |
| Kentucky Farm Bureau Mutual Insurance Co | KY | $329.4M | 65 | — | |
| BCS Private Wealth Management, Inc. | NJ | $329.1M | 186 | — | |
| CLIENT 1ST ADVISORY GROUP, LLC | FL | $328.9M | 140 | — | |
| Sensible Money, LLC | AZ | $328.7M | 86 | — | |
| Whitefort Capital Management, LP | NY | $328.6M | 19 | — | |
| GRAYBILL WEALTH MANAGEMENT, LTD. | IL | $328.5M | 83 | — | |
| CJM Wealth Advisers, Ltd. | VA | $328.3M | 72 | — | |
| Ferguson Shapiro LLC | GA | $328.3M | 84 | — | |
| Metropolitan Life Insurance Co/NY | NY | $328.3M | 11 | — | |
| B.O.S.S. Retirement Advisors, LLC | UT | $328.1M | 174 | — | |
| KING STREET CAPITAL MANAGEMENT, L.P. | NY | $328.0M | 11 | — | |
| Bastion Asset Management Inc. | Z4 | $328.0M | 65 | — | |
| Your Advocates Ltd., LLP | TX | $327.9M | 232 | — | |
| Aft, Forsyth & Sober, LLC | FL | $327.8M | 62 | — | |
| WealthBridge Investment Counsel Inc. | A0 | $327.6M | 42 | — | |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 1U | $327.5M | 26 | — | |
| Stiles Financial Services Inc | MN | $327.2M | 177 | — | |
| HARMONY ASSET MANAGEMENT LLC | AZ | $327.2M | 195 | — | |
| Menlo Ventures Management, L.P. | CA | $326.9M | 3 | — | |
| Aspen Investment Management Inc | MI | $326.5M | 171 | — | |
| JCIC Asset Management Inc. | A6 | $326.5M | 113 | — | |
| RESTON WEALTH MANAGEMENT LLC | VA | $326.4M | 62 | — | |
| J. H. Whitney Equity Partners VI, LLC | CT | $326.4M | 1 | — | |
| Investor's Fiduciary Advisor Network, LLC | WA | $326.4M | 270 | — | |
| Verde Servicos Internacionais S.A. | D5 | $326.4M | 50 | — | |
| BOONE CAPITAL MANAGEMENT LLC | GA | $326.4M | 13 | — | |
| Alpha Financial Advisors, LLC | NC | $326.4M | 62 | — | |
| Core Wealth Management, Inc. | FL | $326.3M | 40 | — | |
| ER Collective Holdings, LLC | DC | $326.3M | 1 | — | |
| Veery Capital, LLC | DE | $326.1M | 96 | — | |
| Somerset Trust Co | PA | $326.1M | 174 | — | |
| Ceeto Capital Group, LLC | FL | $325.9M | 164 | — | |
| NORTHSTAR ASSET MANAGEMENT INC | MA | $325.9M | 86 | — | |
| TFR Capital, LLC. | TX | $325.8M | 163 | — | |
| Congress Park Capital LLC | NY | $325.7M | 131 | — | |
| Chesapeake Wealth Management | VA | $325.7M | 159 | — | |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | OH | $325.6M | 390 | — | |
| Sage Financial Management Group, Inc. | VA | $325.4M | 57 | — | |
| Knox Lane LP | CA | $325.2M | 1 | — | |
| Wellington Grp LLC | IN | $324.6M | 394 | — | |
| Taylor Hoffman Capital Management LLC | VA | $324.6M | 116 | — | |
| WESTERLY CAPITAL MANAGEMENT, LLC | CA | $324.5M | 36 | — | |
| OAK FAMILY ADVISORS, LLC | IL | $324.5M | 95 | — | |
| 25 LLC | MO | $324.4M | 69 | — | |
| ONE Advisory Partners, LLC | KS | $324.4M | 72 | — | |
| Morling Financial Advisors, LLC | CA | $324.4M | 107 | — | |
| Grey Rock Energy Management, LLC | TX | $324.4M | 1 | — | |
| Athos Capital Ltd | K3 | $324.3M | 44 | — | |
| Indiana Trust & Investment Management Co | IN | $323.8M | 486 | — | |
| Quantum Private Wealth, LLC | FL | $323.7M | 165 | — | |
| CHERRYDALE WEALTH MANAGEMENT, LLC | NJ | $323.7M | 77 | — | |
| FOCUSED ALPHA, LLC | CO | $323.7M | 247 | — | |
| AIMZ Investment Advisors, LLC | CA | $323.6M | 139 | — | |
| SHAYNE & JACOBS, LLC | TN | $323.6M | 94 | — | |
| BANK OF STOCKTON | CA | $323.4M | 133 | — | |
| UNIVERSITY OF CHICAGO | IL | $323.4M | 13 | — | |
| Wealth Advisors of Iowa, LLC | IA | $323.2M | 87 | — | |
| Gold Investment Management Ltd. | A0 | $322.9M | 201 | — | |
| Tikvah Management LLC | NC | $322.8M | 21 | — | |
| Commonwealth Retirement Investments LLC | VA | $322.5M | 120 | — | |
| DORVAL Corp | MN | $322.3M | 45 | — | |
| Bluescape Energy Partners LLC | TX | $322.1M | 5 | — | |
| Whelan Financial | CA | $322.1M | 88 | — | |
| Balance Wealth, LLC | OH | $322.1M | 149 | — | |
| Glassy Mountain Advisors, Inc. | MD | $322.0M | 77 | — | |
| Santori & Peters, Inc. | PA | $321.3M | 79 | — | |
| Hixon Zuercher, LLC | OH | $321.1M | 85 | — | |
| Darwin Wealth Management, LLC | FL | $321.0M | 604 | — | |
| FINANCIAL LIFE ADVISORS | TX | $321.0M | 52 | — | |
| All Terrain Financial Advisors, LLC | MN | $320.7M | 96 | — | |
| WATERSHED PRIVATE WEALTH LLC | IL | $320.7M | 111 | — | |
| Windmill Hill Asset Management Ltd | X0 | $320.7M | 23 | — | |
| BRADY FAMILY WEALTH, LLC | MO | $320.6M | 110 | — | |
| HAMILTON CAPITAL PARTNERS, LLC | GA | $320.4M | 30 | — | |
| Select Asset Management & Trust | PA | $320.2M | 77 | — | |
| Quaker Wealth Management, LLC | NJ | $320.1M | 972 | — | |
| Stephens Greth Foundation | TX | $320.0M | 4 | — | |
| HAZLETT, BURT & WATSON, INC. | WV | $319.7M | 912 | — | |
| Eaton-Cambridge Inc. | AZ | $319.6M | 56 | — | |
| FORTRESS PRIVATE LEDGER, LLC | NC | $319.5M | 245 | — | |
| Paragon Private Wealth Management, LLC | KY | $319.5M | 218 | — | |
| Oxler Private Wealth LLC | NY | $319.4M | 92 | — | |
| FSB PREMIER WEALTH MANAGEMENT, INC. | IA | $319.2M | 251 | — | |
| Sagewood Asset Management LP | NY | $319.2M | 337 | — | |
| BCR Wealth Strategies, LLC | AL | $319.1M | 36 | — | |
| SAM Advisors, LLC | CA | $319.0M | 47 | — | |
| JEPPSON WEALTH MANAGEMENT, LLC | CA | $319.0M | 235 | — | |
| Storen Legacy Partners, LLC | IN | $319.0M | 102 | — | |
| ACIMA PRIVATE WEALTH, LLC | VA | $318.6M | 177 | — | |
| Hi-Line Capital Management, LLC | SD | $318.2M | 32 | — | |
| ParaFi Capital LP | NY | $318.1M | 18 | — | |
| Equita Financial Network, Inc. | PA | $318.0M | 87 | — | |
| PFW Advisors LLC | GA | $317.9M | 118 | — | |
| Auour Investments LLC | MA | $317.9M | 91 | — | |
| Ascension Capital Advisors, Inc. | TX | $317.8M | 82 | — | |
| WRIGHT INVESTORS SERVICE INC | CT | $317.7M | 148 | — | |
| GENESIS PRIVATE WEALTH, LLC | VA | $317.7M | 182 | — | |
| Snow Phipps Group, LLC | NY | $317.6M | 2 | — | |
| TigerOak Management, L.L.C. | TN | $317.5M | 126 | — | |
| Neumann Advisory Hong Kong Ltd | K3 | $317.5M | 6 | — | |
| Omnia Family Wealth, LLC | FL | $317.4M | 90 | — | |
| Gen-Wealth Partners Inc | MI | $317.3M | 728 | — | |
| Crestmont Private Wealth LLC | TX | $317.3M | 105 | — | |
| Cisco Systems, Inc. | CA | $317.1M | 3 | — | |
| Keewaydin Investments LLC | NY | $317.0M | 16 | — | |
| C Partners Holding GmbH | V8 | $316.7M | 7 | — | |
| Hutchens & Kramer Investment Management Group, LLC | IN | $316.5M | 149 | — | |
| Interchange Capital Partners, LLC | PA | $316.4M | 279 | — | |
| Arkfeld Wealth Strategies, L.L.C. | NE | $316.2M | 115 | — | |
| Olde Wealth Management, LLC | WA | $316.0M | 116 | — | |
| Gerald Baker Financial Group LLC | TX | $315.7M | 114 | — | |
| MTM Investment Management, LLC | SC | $315.7M | 709 | — | |
| MARS JEWETT FINANCIAL GROUP, INC. | WA | $315.6M | 37 | — | |
| KHIS Custodian LP | TX | $315.6M | 1 | — | |
| Waterford Advisors, LLC | NY | $315.3M | 57 | — | |
| Orion Investment Co | MO | $315.1M | 69 | — | |
| Vert Asset Management LLC | CA | $315.1M | 45 | — | |
| Seven Fleet Capital Management LP | CA | $315.1M | 114 | — | |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | OH | $315.0M | 156 | — | |
| Nine Ten Capital Management LLC | IL | $314.8M | 8 | — | |
| Spectrum Asset Management, Inc. (NB/CA) | CA | $314.8M | 107 | — | |
| Monaco Asset Management SAM | O9 | $314.7M | 57 | — | |
| HERITAGE OAK WEALTH ADVISORS LLC | FL | $314.7M | 73 | — | |
| Essential Planning, LLC. | NH | $314.5M | 85 | — | |
| Whitegate Investment Counselors, Inc. | NH | $314.5M | 68 | — | |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | TX | $314.5M | 130 | — | |
| Roberts Financial Services LLC | MI | $314.5M | 31 | — | |
| Sentry LLC | TN | $314.3M | 118 | — | |
| MOSELEY INVESTMENT MANAGEMENT INC | FL | $313.7M | 162 | — | |
| Ameliora Wealth Management Ltd. | V8 | $313.7M | 232 | — | |
| Purus Wealth Management, LLC | CA | $313.7M | 157 | — | |
| Etesian Wealth Advisors, Inc. | OR | $313.4M | 138 | — | |
| Nova R Wealth, Inc. | KS | $313.4M | 90 | — | |
| WHITE MOUNTAINS INSURANCE GROUP LTD | NH | $313.4M | 2 | — | |
| Silver Coast Investments LLC | X1 | $313.4M | 119 | — | |
| FDx Advisors, Inc. | PA | $313.2M | 183 | — | |
| Juniper Investment Company, LLC | NY | $313.1M | 8 | — | |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | NY | $313.0M | 158 | — | |
| GFG Capital, LLC | FL | $313.0M | 88 | — | |
| Pegasus Asset Management, Inc. | NJ | $312.8M | 67 | — | |
| LifeGuide Financial Advisors, LLC | PA | $312.7M | 46 | — | |
| Kercheville Advisors, LLC | TX | $312.7M | 106 | — | |
| StrongBox Wealth, LLC | MO | $312.5M | 95 | — | |
| Philadelphia Financial Management of San Francisco, LLC | CA | $312.1M | 42 | — | |
| CALIFORNIA FIRST LEASING CORP | CA | $312.0M | 39 | — | |
| Elyxium Wealth, LLC | CA | $311.8M | 165 | — | |
| Midwest Heritage Bank, FSB | IA | $311.7M | 51 | — | |
| PORTLAND INVESTMENT COUNSEL INC. | A6 | $311.6M | 55 | — | |
| Towne Trust Company, N.A | VA | $311.4M | 318 | — | |
| Boothe Investment Group, Inc. | DE | $310.7M | 40 | — | |
| Tradewinds, LLC. | NC | $310.3M | 153 | — | |
| IronBridge Private Wealth, LLC | TX | $310.1M | 45 | — | |
| Redwood Grove Capital, LLC | NY | $309.8M | 22 | — | |
| Atle Fund Management AB | V7 | $309.7M | 39 | — | |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | CA | $309.6M | 74 | — | |
| IAT REINSURANCE CO LTD. | NY | $309.6M | 67 | — | |
| Seven Post Investment Office LP | CA | $309.5M | 36 | — | |
| TSA Wealth Managment LLC | TX | $309.4M | 105 | — | |
| Pinnacle Holdings, LLC | OK | $309.3M | 233 | — | |
| CLOVERFIELDS CAPITAL GROUP, LP | MN | $309.1M | 91 | — | |
| Pines Wealth Management, LLC | NC | $309.0M | 215 | — | |
| 11 Capital Partners LP | CT | $308.8M | 19 | — | |
| Alteri Wealth LLC | CA | $308.6M | 292 | — | |
| Financial Insights, Inc. | WA | $308.6M | 130 | — | |
| CASTLE WEALTH MANAGEMENT LLC | FL | $308.6M | 132 | — | |
| Bell & Brown Wealth Advisors, LLC | CA | $308.3M | 68 | — | |
| General Electric Co | OH | $308.2M | 2 | — | |
| Elite Wealth Management, Inc. | WA | $308.0M | 49 | — | |
| Alfreton Capital LLP | X0 | $308.0M | 5 | — | |
| PECAUT & CO. | IA | $308.0M | 66 | — | |
| Alta Wealth Advisors LLC | MA | $308.0M | 161 | — | |
| FIRST UNITED BANK & TRUST | MD | $307.9M | 395 | — | |
| Argyle Capital Management, LLC | PA | $307.7M | 137 | — | |
| Idaho Trust Co | ID | $307.6M | 97 | — | |
| Capital Planning LLC | WA | $307.4M | 82 | — | |
| TPG Financial Advisors, LLC | OR | $307.4M | 76 | — | |
| Centerpoint Advisors, LLC | MA | $307.3M | 414 | — | |
| COMPASS ROSE ASSET MANAGEMENT, LP | NY | $307.1M | 15 | — | |
| Hayek Kallen Investment Management | AL | $307.0M | 92 | — | |
| Crawford Fund Management, LLC | MA | $306.6M | 31 | — | |
| Norris Financial Group, LLC | SC | $306.4M | 97 | — | |
| Medallion Wealth Advisors, LLC | CT | $306.3M | 1,121 | — | |
| Lifestyle Asset Management, Inc. | TX | $306.2M | 134 | — | |
| FEARNLEY ASSET MANAGEMENT AS | Q8 | $306.0M | 19 | — | |
| Aster Capital Management (DIFC) Ltd | C0 | $306.0M | 809 | — | |
| Synergy Investment Management, LLC | FL | $305.7M | 910 | — | |
| Global Financial Private Client, LLC | FL | $305.6M | 236 | — | |
| Eaton Financial Holdings Company, LLC | FL | $305.4M | 125 | — | |
| Manatuck Hill Partners, LLC | CT | $305.3M | 115 | — | |
| Sunpointe, LLC | MO | $305.3M | 266 | — | |
| BREACH INLET CAPITAL MANAGEMENT, LLC | SC | $304.6M | 12 | — | |
| Demars Financial Group, LLC | WA | $303.7M | 103 | — | |
| Boundless Plain Holdings Ltd | K3 | $303.7M | 22 | — | |
| East Coast Asset Management, LLC. | MA | $303.4M | 68 | — | |
| Engaged Capital LLC | CA | $303.4M | 8 | — | |
| Tejara Capital Ltd | X0 | $303.4M | 73 | — | |
| Omega Financial Group, LLC | CA | $303.3M | 92 | — | |
| RPD Fund Management LLC | NY | $303.2M | 5 | — | |
| Bain Capital Credit, LP | MA | $303.0M | 6 | — | |
| Planned Solutions, Inc. | CA | $303.0M | 138 | — | |
| Proem Advisors LLC | TX | $302.8M | 29 | — | |
| Slagle Financial, LLC | IL | $302.7M | 121 | — | |
| Aristides Capital LLC | KY | $302.6M | 155 | — | |
| Bayberry Capital Partners LP | NY | $302.6M | 28 | — |
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