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 4,751–5,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 20 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Arrowroot Family Office, LLC | CA | $302.5M | 156 | — | |
| L.K. Benson & Company, P.C. | MD | $302.5M | 113 | — | |
| Norman Fields, Gottscho Capital Management, LLC | NY | $302.5M | 65 | — | |
| OneAscent Wealth Management LLC | AL | $302.5M | 157 | — | |
| Aspiring Ventures, LLC | OH | $302.4M | 78 | — | |
| Wealth Advisors of Tampa Bay, LLC | FL | $302.4M | 93 | — | |
| AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN | OH | $302.3M | 1 | — | |
| CORA CAPITAL ADVISORS LLC | NJ | $302.0M | 134 | — | |
| Greenbush Financial Group, LLC | NY | $302.0M | 36 | — | |
| Wheelhouse Advisory Group LLC | MO | $301.8M | 51 | — | |
| DHJJ Financial Advisors, Ltd. | IL | $301.8M | 1,081 | — | |
| Elevated Financial Group LLC | IN | $301.6M | 133 | — | |
| GR FINANCIAL GROUP, LLC | AZ | $301.5M | 22 | — | |
| Precision Wealth Strategies, LLC | MO | $301.4M | 156 | — | |
| TRED AVON FAMILY WEALTH, LLC | MD | $301.3M | 261 | — | |
| Charles-Lim Capital Ltd | K3 | $301.3M | 5 | — | |
| Pacifica Partners Inc. | Z4 | $301.2M | 451 | — | |
| Matthew 25 Management Corp | PA | $301.1M | 20 | — | |
| USAdvisors Wealth Management, LLC | MN | $301.0M | 137 | — | |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | PA | $301.0M | 146 | — | |
| Cape Investment Advisory, Inc. | GA | $300.7M | 227 | — | |
| United Bank | GA | $300.6M | 124 | — | |
| Flat Footed LLC | WY | $300.3M | 15 | — | |
| CORBYN INVESTMENT MANAGEMENT INC/MD | MD | $300.2M | 62 | — | |
| Forum Private Client Group LLC | IN | $300.1M | 80 | — | |
| SYKON CAPITAL LLC | NY | $300.0M | 88 | — | |
| Riverwater Partners LLC | WI | $300.0M | 213 | — | |
| United Community Bank | SC | $299.9M | 565 | — | |
| Amtrust Financial Services, Inc. | NY | $299.8M | 15 | — | |
| PCA Investment Advisory Services Inc. | OH | $299.7M | 57 | — | |
| Riverview Capital Advisers, LLC | MA | $299.7M | 86 | — | |
| ROGCO, LP | OK | $299.5M | 205 | — | |
| Jackson, Grant Investment Advisers, Inc. | CT | $299.5M | 398 | — | |
| Prodigy Asset Management LLC | NE | $299.5M | 28 | — | |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | TX | $299.5M | 142 | — | |
| Kimmeridge Energy Management Company, LLC | NY | $299.4M | 1 | — | |
| Goepper Burkhardt LLC | SC | $299.3M | 97 | — | |
| Corundum Group, Inc. | CO | $299.2M | 108 | — | |
| BHK Investment Advisors, LLC | AL | $299.2M | 79 | — | |
| JUNCTURE WEALTH STRATEGIES, LLC | AZ | $299.2M | 133 | — | |
| Parkshore Wealth Management, Inc. | CA | $299.1M | 69 | — | |
| Kaydan Wealth Management, Inc. | MI | $299.0M | 109 | — | |
| Buttonwood Financial Advisors Inc. | MD | $298.8M | 108 | — | |
| Beacon Bridge Wealth Partners, LLC | PA | $298.8M | 101 | — | |
| Nepsis Inc. | MN | $298.6M | 29 | — | |
| Tieton Capital Management, LLC | WA | $298.6M | 35 | — | |
| AMERICAN ASSETS INC | CA | $298.5M | 30 | — | |
| Technology Crossover Management VIII, Ltd. | CA | $298.4M | 5 | — | |
| VISTA INVESTMENT MANAGEMENT | PA | $298.4M | 173 | — | |
| MKT Advisors LLC | CA | $298.3M | 157 | — | |
| jvl associates llc | MI | $298.3M | 63 | — | |
| Congruence Capital, LLC | CA | $298.2M | 30 | — | |
| Lynch Asset Management, Inc. | PA | $298.2M | 51 | — | |
| CPA Asset Management Group, LLC | FL | $298.2M | 99 | — | |
| Berkeley, Inc | ID | $298.1M | 81 | — | |
| Hassell Wealth Management, LLC | LA | $298.0M | 28 | — | |
| Range Financial Group LLC | OR | $298.0M | 190 | — | |
| ACT WEALTH MANAGEMENT, LLC | TX | $297.8M | 62 | — | |
| Sustainable Insight Capital Management, LLC | NY | $297.7M | 86 | — | |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | R9 | $297.7M | 687 | — | |
| ADIRONDACK TRUST CO | NY | $297.6M | 544 | — | |
| LCNB CORP | OH | $297.5M | 186 | — | |
| SVF Sponsor III (DE) LLC | CA | $297.4M | 1 | — | |
| TMB Capital Partners, LLC | AR | $297.3M | 176 | — | |
| Fischer Financial Services, Inc. | PA | $297.3M | 56 | — | |
| Prudent Man Investment Management, Inc. | CO | $297.3M | 169 | — | |
| Essential Partners LLC | CA | $297.2M | 2,848 | — | |
| Richard W. Paul & Associates, LLC | MI | $297.1M | 300 | — | |
| Concord Investment Counsel Inc. | CA | $297.0M | 41 | — | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | PA | $296.8M | 4 | — | |
| X-Square Capital, LLC | PR | $296.7M | 164 | — | |
| New Republic Capital, LLC | NC | $296.7M | 312 | — | |
| Jacobsen Capital Management | UT | $296.1M | 124 | — | |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | NY | $296.1M | 80 | — | |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | KY | $296.0M | 146 | — | |
| Vigilare Wealth Management | AZ | $296.0M | 109 | — | |
| River Street Advisors LLC | IL | $295.9M | 172 | — | |
| Front Row Advisors LLC | CA | $295.6M | 553 | — | |
| Tandem Financial, LLC | CO | $295.6M | 94 | — | |
| Cambridge Financial Group, LLC | AZ | $295.4M | 168 | — | |
| Royal Harbor Partners, LLC | TX | $295.4M | 51 | — | |
| MASTER'S WEALTH MANAGEMENT INC. | PA | $295.3M | 82 | — | |
| Claar Advisors LLC | NY | $295.1M | 15 | — | |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | OH | $294.8M | 82 | — | |
| MORRIS FINANCIAL CONCEPTS, INC. | SC | $294.6M | 195 | — | |
| ADAPT Investment Managers SA | V8 | $294.4M | 34 | — | |
| Permit Capital, LLC | PA | $294.4M | 19 | — | |
| Selkirk Management LLC | NJ | $294.2M | 11 | — | |
| B&I Capital AG | V8 | $294.1M | 24 | — | |
| Thomas J. Herzfeld Advisors, Inc. | FL | $294.0M | 115 | — | |
| Pacifica Capital Investments, LLC | TX | $293.8M | 15 | — | |
| Deseret Mutual Benefit Administrators | UT | $293.6M | 508 | — | |
| Missouri Education Pension Trust | MO | $293.5M | 2 | — | |
| Engle Capital Management, L.P. | CT | $293.5M | 22 | — | |
| HF Advisory Group, LLC | MD | $293.4M | 166 | — | |
| Consilium Wealth Advisory, LLC | TX | $293.2M | 102 | — | |
| MONTGOMERY INVESTMENT MANAGEMENT INC | MD | $293.1M | 103 | — | |
| FIRETRAIL INVESTMENTS PTY LTD | C3 | $293.1M | 28 | — | |
| Roth Financial Partners LLC | TX | $292.9M | 31 | — | |
| FAMILY WEALTH PARTNERS, LLC | NC | $292.9M | 105 | — | |
| Nixon Capital, LLC | TX | $292.8M | 22 | — | |
| Sharper & Granite LLC | CA | $292.7M | 107 | — | |
| CURIO WEALTH, LLC | MD | $292.6M | 1,255 | — | |
| Thomist Capital Management, LP | TX | $292.5M | 43 | — | |
| Walker Financial Services, Inc. | KY | $292.3M | 43 | — | |
| BAROMETER CAPITAL MANAGEMENT INC. | A6 | $292.2M | 114 | — | |
| PENNINGTON PARTNERS & CO., LLC | MD | $292.0M | 114 | — | |
| Nicollet Investment Management, Inc. | MN | $292.0M | 76 | — | |
| BURKETT FINANCIAL SERVICES, LLC | SC | $291.8M | 251 | — | |
| Francisco Partners Management, LP | CA | $291.8M | 3 | — | |
| LCC Family Corp. | A6 | $291.7M | 1 | — | |
| WARNER FINANCIAL, INC | MD | $291.6M | 135 | — | |
| Bishop & Co Investment Management, LLC | PA | $291.5M | 26 | — | |
| Members Advisory Group LLC | NY | $291.5M | 36 | — | |
| Canopy Partners, LLC | OH | $291.5M | 245 | — | |
| Capital Investment Management, Inc. | MO | $291.2M | 125 | — | |
| Key Client Fiduciary Advisors, LLC | NJ | $291.0M | 207 | — | |
| Wilkerson Advisory Group LLC | MO | $291.0M | 617 | — | |
| Denver PWM, LLC | CO | $290.9M | 87 | — | |
| DENVER WEALTH MANAGEMENT, INC. | CO | $290.7M | 100 | — | |
| Evelyn Partners Investment Management (Europe) Ltd | L2 | $290.6M | 187 | — | |
| BARRETT & COMPANY, INC. | RI | $290.6M | 651 | — | |
| Oak Asset Management, LLC | CA | $290.4M | 108 | — | |
| EVERPAR ADVISORS LLC | OK | $290.4M | 282 | — | |
| ARCH CAPITAL GROUP LTD. | D0 | $290.4M | 4 | — | |
| ODonnell Financial Services, LLC | CA | $290.3M | 64 | — | |
| Fairfield Financial Advisors, LTD | MA | $290.2M | 72 | — | |
| Friday Financial | IA | $290.2M | 93 | — | |
| Altrafin AG | V8 | $290.2M | 52 | — | |
| Powell Investment Advisors, LLC | FL | $290.1M | 174 | — | |
| Glass Jacobson Investment Advisors llc | MD | $290.0M | 607 | — | |
| Raleigh Capital Management Inc. | NC | $289.8M | 775 | — | |
| Orion Capital Management LLC | CA | $289.8M | 482 | — | |
| Sonoma Allocations LLC | CA | $289.7M | 145 | — | |
| Wealth Management Associates, Inc. | NJ | $289.6M | 234 | — | |
| SAXON INTERESTS, INC. | TX | $289.6M | 222 | — | |
| Cable Car Capital, LP | CA | $289.5M | 128 | — | |
| LeClair Wealth Partners LLC | OH | $289.4M | 103 | — | |
| Blue Water Asset Management | MI | $289.4M | 103 | — | |
| Windward Private Wealth Management Inc. | KS | $289.3M | 44 | — | |
| PINEBRIDGE INVESTMENTS ASIA LTD | F4 | $289.3M | 7 | — | |
| Costello Asset Management, INC | PA | $289.2M | 685 | — | |
| Goodlander Investment Management, LLC | TX | $289.1M | 12 | — | |
| Plum Street Advisors, LLC | LA | $288.8M | 98 | — | |
| New Perspectives, Inc | MS | $288.8M | 44 | — | |
| Lumbard & Kellner, LLC | NH | $288.6M | 99 | — | |
| Realta Investment Advisors | DE | $288.3M | 367 | — | |
| ENZI WEALTH | TX | $288.0M | 70 | — | |
| WRAPMANAGER INC | CA | $287.9M | 135 | — | |
| TICINO WEALTH | CA | $287.7M | 138 | — | |
| Financial Connections Group, Inc. | CA | $287.6M | 251 | — | |
| Horizon Investment Services, LLC | IN | $287.5M | 137 | — | |
| Forza Wealth Management, LLC | FL | $287.5M | 188 | — | |
| LAZARI CAPITAL MANAGEMENT, INC. | CA | $287.5M | 175 | — | |
| PSquared Asset Management AG | V8 | $287.4M | 15 | — | |
| ENCOMPASS WEALTH ADVISORS, LLC | OR | $287.4M | 100 | — | |
| WEALTH MANAGEMENT RESOURCES, INC. | RI | $287.3M | 28 | — | |
| Shaker Financial Services, LLC | VA | $286.9M | 145 | — | |
| IAMS WEALTH MANAGEMENT, LLC | NE | $286.9M | 186 | — | |
| Skyline Advisors, Inc. | WA | $286.6M | 120 | — | |
| AVAII WEALTH MANAGEMENT, LLC | WI | $286.5M | 157 | — | |
| Mayfair Advisory Group, LLC | AL | $286.4M | 175 | — | |
| Investment Research & Advisory Group, Inc. | GA | $286.3M | 277 | — | |
| Mills Wealth Advisors LLC | TX | $286.3M | 80 | — | |
| GoodHaven Capital Management, LLC | NJ | $286.2M | 24 | — | |
| Valence8 US LP | MA | $286.1M | 14 | — | |
| Argentarii, LLC | OH | $286.0M | 198 | — | |
| Muzinich & Co., Inc. | NY | $285.9M | 38 | — | |
| NEW WAVE WEALTH ADVISORS LLC | AR | $285.9M | 186 | — | |
| 44 WEALTH MANAGEMENT LLC | OR | $285.9M | 183 | — | |
| HS Management Partners, LLC | NY | $285.8M | 24 | — | |
| Sinvest Investments II Ltd. | C5 | $285.8M | 1 | — | |
| Leisure Capital Management | CA | $285.7M | 154 | — | |
| Owls Nest Partners IA, LLC | PA | $285.7M | 13 | — | |
| Kenora Financial, LLC | IL | $285.5M | 132 | — | |
| West Family Investments, Inc. | CA | $285.2M | 259 | — | |
| Westshore Wealth, LLC | CA | $285.0M | 102 | — | |
| THEORY FINANCIAL LLC | CO | $284.9M | 94 | — | |
| Vantage Point Financial LLC | IL | $284.8M | 175 | — | |
| BENNETT SELBY INVESTMENTS LP | ME | $284.7M | 81 | — | |
| G&S Capital LLC | CO | $284.6M | 133 | — | |
| Providence First Trust Co | AZ | $284.4M | 179 | — | |
| Future Fund LLC | IL | $284.4M | 127 | — | |
| Axiom Financial Strategies, LLC | IN | $284.1M | 32 | — | |
| MMA ASSET MANAGEMENT LLC | NY | $284.1M | 179 | — | |
| Mach-1 Financial Group, LLC | AR | $284.0M | 161 | — | |
| WEALTHSPAN PARTNERS, LLC | IA | $283.8M | 123 | — | |
| Rise Advisors, LLC | NY | $283.7M | 94 | — | |
| Chaney Capital Management, Inc. | WA | $283.7M | 41 | — | |
| Powers Advisory Group, LLC | IL | $283.6M | 125 | — | |
| Beacon Wealthcare LLC | NC | $283.6M | 26 | — | |
| Foundation Wealth Management, LLC\PA | PA | $283.5M | 91 | — | |
| BANK OZK | AR | $283.5M | 149 | — | |
| HALL LAURIE J TRUSTEE | MA | $283.4M | 104 | — | |
| Davis Investment Partners, LLC | NC | $283.1M | 167 | — | |
| Urban Financial Advisory Corp | IL | $282.9M | 57 | — | |
| TAGStone Capital, Inc. | NC | $282.8M | 137 | — | |
| Drummond Knight Asset Management Pty Ltd | C3 | $282.7M | 14 | — | |
| Delaney Dennis R | MA | $282.4M | 60 | — | |
| WEALTH EFFECTS LLC | MA | $282.2M | 237 | — | |
| ACCESS FINANCIAL SERVICES, INC. | MN | $282.1M | 95 | — | |
| First Citizens Asset Management, Inc. | NC | $282.1M | 28 | — | |
| Samalin Investment Counsel, LLC | NY | $282.0M | 319 | — | |
| Defender Capital, LLC. | NC | $281.9M | 34 | — | |
| INCA Investments LLC | FL | $281.8M | 10 | — | |
| 3G Capital Partners LP | NY | $281.7M | 10 | — | |
| Monte Financial Group, LLC | CT | $281.6M | 100 | — | |
| Financial Symmetry Inc | NC | $281.5M | 63 | — | |
| Tiller Private Wealth, Inc. | PA | $281.4M | 66 | — | |
| Bluesphere Advisors LLC | PA | $281.3M | 121 | — | |
| Biltmore Wealth Management, LLC | AZ | $281.2M | 60 | — | |
| Remedium Capital Partners, LLC | FL | $281.2M | 6 | — | |
| Iyo Bank, Ltd. | M0 | $281.1M | 35 | — | |
| INVESTMENT PARTNERS, LTD. | OH | $281.1M | 152 | — | |
| Northern Right Capital Management, L.P. | CT | $281.0M | 25 | — | |
| SoundView Advisors Inc. | WA | $281.0M | 31 | — | |
| Freedom Financial Partners LLC | MN | $280.8M | 88 | — | |
| Owl Creek Wealth Partners LLC | CO | $280.7M | 1,239 | — | |
| venBio Partners LLC | CA | $280.6M | 6 | — | |
| Borer Denton & Associates, Inc. | PA | $280.3M | 66 | — | |
| Panoramic Hills Capital Ltd | D8 | $280.3M | 2 | — | |
| ACORN CREEK CAPITAL LLC | CO | $280.1M | 84 | — | |
| Veracity Capital LLC | GA | $279.9M | 201 | — | |
| HALL CAPITAL MANAGEMENT CO INC | RI | $279.8M | 107 | — | |
| Pivotal bioVenture Partners Investment Advisor LLC | CA | $279.8M | 13 | — | |
| Joseph P. Lucia & Associates, LLC | NY | $279.7M | 169 | — | |
| BALANCED WEALTH GROUP LLC | OH | $279.4M | 73 | — | |
| Ketron Financial | CA | $279.3M | 55 | — | |
| NCM Capital Management, LLC | NJ | $279.3M | 185 | — | |
| COMPASS CAPITAL CORP /MA/ /ADV | MA | $279.3M | 202 | — | |
| Colonial River Investments, LLC | VA | $279.2M | 229 | — | |
| ELEVATION WEALTH PARTNERS, LLC | CA | $279.1M | 1,076 | — | |
| Murphy Pohlad Asset Management LLC | MN | $279.0M | 134 | — | |
| Clarus Group, Inc. | TX | $279.0M | 113 | — | |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | TX | $278.9M | 80 | — | |
| New Insight Wealth Advisors | CA | $278.9M | 107 | — | |
| David Kennon Inc | FL | $278.9M | 41 | — | |
| SOF Ltd | E9 | $278.9M | 1 | — | |
| Centennial Bank/AR/ | AR | $278.7M | 323 | — | |
| Checkpoint Capital L.P. | CA | $278.7M | 8 | — | |
| Disciplined Investments, LLC | OK | $278.5M | 141 | — | |
| EXCALIBUR MANAGEMENT CORP | MA | $278.5M | 160 | — | |
| ShoreHaven Wealth Partners, LLC | NJ | $278.4M | 103 | — | |
| Quantum Financial Planning Services, Inc. | WA | $278.4M | 53 | — | |
| Alliance Private Wealth, LLC | MA | $278.3M | 80 | — | |
| Malaga Cove Capital, LLC | CA | $278.3M | 192 | — | |
| Arcus Capital Partners, LLC | GA | $278.2M | 121 | — | |
| Kanen Wealth Management LLC | FL | $278.0M | 36 | — | |
| Rede Wealth, LLC | VA | $278.0M | 108 | — | |
| Centerline Wealth Advisors, LLC | KY | $278.0M | 73 | — |
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