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 5,001–5,250. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 21 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| RBA Wealth Management, LLC | CA | $277.7M | 92 | — | |
| Armor Investment Advisors, LLC | NC | $277.5M | 160 | — | |
| SEAVIEW INVESTMENT MANAGERS LLC | FL | $277.4M | 73 | — | |
| BERKSHIRE CAPITAL HOLDINGS INC | CA | $277.2M | 114 | — | |
| MAD RIVER INVESTORS | MA | $277.2M | 31 | — | |
| Eley Financial Management, Inc | VT | $277.1M | 69 | — | |
| Carmel Capital Partners, LLC | CA | $277.1M | 118 | — | |
| Henry James International Management Inc. | NY | $276.9M | 94 | — | |
| 1 NORTH WEALTH SERVICES LLC | MD | $276.9M | 270 | — | |
| TOUNJIAN ADVISORY PARTNERS, LLC | FL | $276.9M | 150 | — | |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | NC | $276.7M | 187 | — | |
| ICW Investment Advisors LLC | AZ | $276.6M | 147 | — | |
| Independence Asset Advisors, LLC | PA | $276.6M | 24 | — | |
| Tanglewood Legacy Advisors, LLC | TX | $276.5M | 269 | — | |
| Five Oceans Advisors | CA | $276.4M | 193 | — | |
| Envision Financial Planning, LLC | TN | $276.4M | 51 | — | |
| Alta Advisers Ltd | X0 | $276.4M | 206 | — | |
| Arcadia Wealth Management, LLC | NH | $276.4M | 67 | — | |
| RiverPark Advisors, LLC | NY | $276.1M | 150 | — | |
| FLAGSTAR ADVISORS INC | NY | $276.1M | 174 | — | |
| Family Capital Trust Co | MA | $276.1M | 89 | — | |
| ADAPT WEALTH ADVISORS, LLC | GA | $276.1M | 106 | — | |
| Lakeshore Financial Planning, Inc. | MI | $275.8M | 85 | — | |
| Arohi Asset Management PTE Ltd. | U0 | $275.5M | 7 | — | |
| Victrix Investment Advisors | FL | $275.4M | 106 | — | |
| Ted Buchan & Co | CA | $275.3M | 88 | — | |
| Heathbridge Capital Management Ltd. | A6 | $275.2M | 29 | — | |
| Highview Capital Management LLC/DE/ | IL | $275.1M | 101 | — | |
| Renesas Electronics America Inc. | CA | $275.0M | 1 | — | |
| Praetorian PR LLC | PR | $274.9M | 12 | — | |
| Allred Capital Management, LLC | TX | $274.6M | 155 | — | |
| 325 CAPITAL LLC | NY | $274.5M | 12 | — | |
| Resurgent Financial Advisors LLC | GA | $274.4M | 256 | — | |
| Maestria Partners LLC | GA | $274.1M | 13 | — | |
| Odyssean, LLC | CT | $273.9M | 418 | — | |
| Jessup Wealth Management, Inc | OH | $273.9M | 77 | — | |
| BKM Wealth Management, LLC | WI | $273.9M | 148 | — | |
| Mathes Company, Inc. | NY | $273.7M | 126 | — | |
| SHRIER WEALTH MANAGEMENT, LLC | CA | $273.6M | 131 | — | |
| SITTNER & NELSON, LLC | OR | $273.6M | 569 | — | |
| Ranch Capital Advisors Inc. | FL | $273.5M | 153 | — | |
| Aventura Private Wealth, LLC | FL | $273.5M | 904 | — | |
| Fluent Financial, LLC | TX | $273.3M | 43 | — | |
| BONNESS ENTERPRISES INC | DC | $273.2M | 39 | — | |
| FIRETHORN WEALTH PARTNERS, LLC | GA | $272.7M | 189 | — | |
| LOUNTZIS ASSET MANAGEMENT, LLC | PA | $272.6M | 52 | — | |
| RICHARDS, MERRILL & PETERSON, INC. | WA | $272.6M | 283 | — | |
| Blackhawk Capital Partners, LLC | WI | $272.5M | 141 | — | |
| Spinecap SAS | I0 | $272.5M | 15 | — | |
| Stonebridge Financial Planning Group, LLC | FL | $272.3M | 171 | — | |
| Trinity Wealth Management, LLC | PA | $272.3M | 70 | — | |
| Autumn Glory Partners, LLC | TX | $272.3M | 204 | — | |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | NY | $272.2M | 141 | — | |
| SIMS INVESTMENT MANAGEMENT, LLC | OH | $272.1M | 35 | — | |
| BOURNE LENT ASSET MANAGEMENT INC | NY | $272.0M | 63 | — | |
| SWAN Capital LLC | FL | $272.0M | 554 | — | |
| SELDON CAPITAL LP | CA | $272.0M | 65 | — | |
| Franchise GP Ltd | E9 | $271.9M | 36 | — | |
| RJA Asset Management LLC | CT | $271.8M | 4 | — | |
| Bryant Woods Investment Advisors, LLC | NY | $271.8M | 58 | — | |
| LINCOLN CAPITAL CORP | RI | $271.7M | 99 | — | |
| TritonPoint Partners, LLC | MD | $271.7M | 200 | — | |
| SIEMENS AG | 2M | $271.6M | 1 | — | |
| Vertrix Wealth Management, LLC | MI | $271.5M | 95 | — | |
| Cornerstone National Bank & Trust Co | IL | $271.4M | 209 | — | |
| SONATA CAPITAL GROUP INC | WA | $271.1M | 123 | — | |
| Foresite Capital Management V, LLC | CA | $271.0M | 9 | — | |
| Mullooly Asset Management, Inc. | NJ | $271.0M | 51 | — | |
| Sculati Wealth Management, LLC | MI | $270.9M | 116 | — | |
| Mount Lucas Management LP | PA | $270.8M | 165 | — | |
| Prosperity Financial Group, Inc. | CA | $270.8M | 186 | — | |
| Moerus Capital Management LLC | NY | $270.8M | 15 | — | |
| Ravenswood Partners LP | VA | $270.7M | 35 | — | |
| Punch Card Management L.P. | FL | $270.6M | 5 | — | |
| AXIS CAPITAL HOLDINGS LTD | D0 | $270.4M | 3 | — | |
| Register Financial Advisors LLC | GA | $270.4M | 386 | — | |
| First Dallas Securities Inc. | TX | $270.3M | 118 | — | |
| HENDLEY & CO INC | OH | $270.3M | 45 | — | |
| Inlight Wealth Management, LLC | GA | $270.1M | 50 | — | |
| AMERICAN FINANCIAL GROUP INC | OH | $269.7M | 71 | — | |
| SEARCY FINANCIAL SERVICES INC /ADV | KS | $269.6M | 27 | — | |
| Asset Allocation & Management Company, LLC | IL | $269.6M | 94 | — | |
| AJ Advisors, LLC | TN | $269.5M | 33 | — | |
| Triton Wealth Management, PLLC | AZ | $269.5M | 124 | — | |
| Ratan Capital Management LP | FL | $269.4M | 35 | — | |
| MTCO Ltd. | C5 | $269.3M | 2 | — | |
| Union Heritage Capital, LLC | MI | $269.2M | 62 | — | |
| Summit Investment Advisory Services, LLC | MN | $269.2M | 81 | — | |
| STABLEFORD CAPITAL II LLC | AZ | $269.2M | 144 | — | |
| Harbor Island Capital LLC | MA | $269.2M | 16 | — | |
| Martin Capital Partners, LLC | OR | $269.1M | 68 | — | |
| Holistic Financial Partners | IN | $269.0M | 146 | — | |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | MA | $269.0M | 74 | — | |
| Spectrum Wealth Advisory Group, LLC | CA | $268.9M | 58 | — | |
| Breakwater Investment Management | WA | $268.9M | 506 | — | |
| UNTITLED INVESTMENTS LP | NY | $268.6M | 16 | — | |
| National Wealth Management Group, LLC | OH | $268.5M | 215 | — | |
| POWER WEALTH MANAGEMENT LLC | GA | $268.5M | 94 | — | |
| Prosperitas Financial LLC | CA | $268.4M | 93 | — | |
| Nvest Financial, LLC | NH | $268.4M | 139 | — | |
| AIP, LLC | NY | $268.3M | 3 | — | |
| BCU Wealth Advisors, LLC | IL | $268.2M | 60 | — | |
| VARCOV Co. | CT | $268.2M | 363 | — | |
| Worth Asset Management, LLC | TX | $268.2M | 182 | — | |
| Colorado Capital Management, Inc. | CO | $268.2M | 105 | — | |
| Applied Capital LLC | AR | $267.9M | 50 | — | |
| S&T Bank/PA | PA | $267.9M | 411 | — | |
| Empower Annuity Insurance Co | CO | $267.8M | 1 | — | |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | R9 | $267.8M | 10 | — | |
| ShawSpring Partners LLC | MA | $267.6M | 12 | — | |
| TCFG WEALTH MANAGEMENT, LLC | CA | $267.5M | 274 | — | |
| TCFG Investment Advisors, LLC | CA | $267.5M | 274 | — | |
| ALEXANDER LABRUNERIE & CO., INC. | MO | $267.5M | 122 | — | |
| Packer & Co Ltd | C3 | $267.4M | 10 | — | |
| EMORY UNIVERSITY | GA | $267.4M | 7 | — | |
| Cambridge Financial Group, Inc. | OH | $267.4M | 33 | — | |
| Indigo Partners LLC | AZ | $267.2M | 2 | — | |
| TRV GP IV, LLC | MA | $266.9M | 2 | — | |
| Orland Properties Ltd | DC | $266.8M | 10 | — | |
| Weinberger Asset Management, Inc | CA | $266.7M | 92 | — | |
| GKV Capital Management Co., Inc. | CA | $266.6M | 88 | — | |
| SGL Investment Advisors, Inc. | MT | $266.5M | 126 | — | |
| S.A. Mason LLC | MI | $266.4M | 266 | — | |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | D5 | $266.3M | 3 | — | |
| Roehl & Yi Investment Advisors, LLC | OR | $266.3M | 180 | — | |
| Texas Bank & Trust Co | TX | $266.2M | 176 | — | |
| Strategic Equity Management | AZ | $266.0M | 70 | — | |
| LECAP ASSET MANAGEMENT LTD | X0 | $265.9M | 267 | — | |
| Whetstone Capital Advisors, LLC | KS | $265.8M | 54 | — | |
| Aerodigm Wealth, LLC | OR | $265.7M | 86 | — | |
| Tencap Wealth Coaching, LLC | UT | $265.7M | 7 | — | |
| Kondo Wealth Advisors, Inc. | CA | $265.6M | 69 | — | |
| Ulysses Management LLC | NY | $265.5M | 28 | — | |
| Weitzel Financial Services, Inc. | IA | $265.4M | 50 | — | |
| Wills Financial Group LLC | VA | $265.3M | 75 | — | |
| BUCKHEAD CAPITAL MANAGEMENT LLC | GA | $265.3M | 144 | — | |
| DCF Advisers, LLC | SC | $265.3M | 72 | — | |
| Wind River Trust Co | WY | $265.2M | 11 | — | |
| LANDMARK WEALTH MANAGEMENT, INC. | IL | $265.1M | 42 | — | |
| Tranquility Partners, LLC | TN | $265.1M | 226 | — | |
| Veridan Wealth LLC | OR | $265.1M | 79 | — | |
| BEACON INVESTMENT ADVISORS LLC | MD | $264.9M | 171 | — | |
| NYL Investors LLC | NY | $264.7M | 31 | — | |
| RETIREMENT CAPITAL STRATEGIES | CA | $264.6M | 62 | — | |
| FWG Holdings, LLC | FL | $264.6M | 125 | — | |
| IMZ Advisory Inc | FL | $264.4M | 39 | — | |
| FIDELIS iM, LLC | OR | $264.2M | 25 | — | |
| Saiph Capital, LLC | NJ | $264.2M | 76 | — | |
| S SQUARED TECHNOLOGY, LLC | NY | $264.2M | 35 | — | |
| Brown Financial Advisors | OH | $264.0M | 209 | — | |
| Silphium Asset Management Ltd | X0 | $264.0M | 48 | — | |
| Fourth Dimension Wealth, LLC | OH | $263.7M | 596 | — | |
| Zullo Investment Group, Inc. | PA | $263.5M | 158 | — | |
| Ashoka WhiteOak Capital Pte Ltd | U0 | $263.5M | 18 | — | |
| Cherokee Insurance Co | MI | $263.5M | 121 | — | |
| Signature Wealth Management Group | GA | $263.4M | 128 | — | |
| Meridian Financial Partners LLC | VA | $263.1M | 121 | — | |
| Laurore Ltd | K3 | $263.0M | 1 | — | |
| Acasta Partners UK LLP | X0 | $262.9M | 19 | — | |
| DoubleLine ETF Adviser LP | FL | $262.8M | 176 | — | |
| Trellis Wealth Advisors LLC | CA | $262.8M | 47 | — | |
| Legacy Capital Group California, Inc. | CA | $262.8M | 277 | — | |
| Kerrisdale Advisers, LLC | FL | $262.7M | 112 | — | |
| 1492 Capital Management LLC | WI | $262.6M | 130 | — | |
| Peachtree Investment Partners, LLC | FL | $262.4M | 129 | — | |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | R9 | $262.3M | 28 | — | |
| Legacy Bridge, LLC | IA | $262.2M | 320 | — | |
| Ananym Capital Management, LP | NY | $262.1M | 10 | — | |
| Northstar Advisory Group, LLC | NJ | $262.1M | 112 | — | |
| HATCH COVE CAPITAL, LLC | IL | $262.1M | 19 | — | |
| Three Seasons Wealth, LLC | UT | $262.0M | 187 | — | |
| Strait & Sound Wealth Management LLC | CA | $262.0M | 157 | — | |
| Traveka Wealth, LLC | CA | $262.0M | 186 | — | |
| Maltin Wealth Management, Inc. | NJ | $261.6M | 136 | — | |
| Mercuria Capital Strategies, LLC | TX | $261.6M | 31 | — | |
| Global Trust Asset Management, LLC | FL | $261.5M | 458 | — | |
| Excelsior Advisor Network LLC | AZ | $261.4M | 225 | — | |
| DC Investments Management, LLC | VA | $261.2M | 76 | — | |
| Luken Investment Analytics, LLC | TN | $261.2M | 160 | — | |
| Adaptive Financial Consulting, LLC | OH | $261.1M | 18 | — | |
| Gallacher Capital Management LLC | CO | $260.7M | 299 | — | |
| Penney Financial, LLC | TX | $260.6M | 48 | — | |
| SOUTHERN MICHIGAN BANK & TRUST | MI | $260.6M | 424 | — | |
| NWK Group, Inc. | CA | $260.6M | 66 | — | |
| Game Creek Capital, LP | MA | $260.6M | 78 | — | |
| INTREPID CAPITAL MANAGEMENT INC | FL | $260.5M | 106 | — | |
| THOMAS STORY & SON LLC | IN | $260.5M | 51 | — | |
| Owen LaRue, LLC | KY | $260.5M | 128 | — | |
| Lunt Capital Management, Inc. | UT | $260.5M | 97 | — | |
| WJ Interests, LLC | TX | $260.4M | 20 | — | |
| ADAMS STREET PARTNERS LLC | IL | $260.3M | 3 | — | |
| MBA Advisors LLC | PA | $260.3M | 146 | — | |
| LETSON INVESTMENT MANAGEMENT, INC. | GA | $260.3M | 101 | — | |
| CRUX WEALTH ADVISORS | CA | $260.2M | 179 | — | |
| Silver Heights Capital Management Inc | A6 | $260.2M | 4 | — | |
| Bull Oak Capital, LLC | CA | $260.2M | 38 | — | |
| HFM Investment Advisors, LLC | NJ | $260.0M | 1,210 | — | |
| Robertson Opportunity Capital, LLC | TX | $259.9M | 30 | — | |
| MILLER WEALTH ADVISORS, LLC | CO | $259.7M | 117 | — | |
| KALEIDOSCOPE CAPITAL LP | MA | $259.7M | 15 | — | |
| Sawyer & Company, Inc | MA | $259.7M | 197 | — | |
| Barbara Oil Co. | IL | $259.5M | 69 | — | |
| JDM Financial Group LLC | TX | $259.4M | 318 | — | |
| One Fin Capital Management LP | CA | $259.3M | 19 | — | |
| Financial Council, LLC | MD | $259.2M | 101 | — | |
| TOEWS CORP /ADV | NJ | $259.2M | 6 | — | |
| POTENTIA WEALTH | CA | $259.0M | 89 | — | |
| BLUESTEM FINANCIAL ADVISORS, LLC | IL | $258.9M | 33 | — | |
| Quartz Partners, LLC | NY | $258.8M | 168 | — | |
| COLRAIN CAPITAL LLC | MA | $258.7M | 26 | — | |
| Codex Capital Asset Management L.L.C. | TX | $258.6M | 31 | — | |
| HMS Capital Management, LLC | TN | $258.5M | 113 | — | |
| PING CAPITAL MANAGEMENT, INC. | NY | $258.5M | 66 | — | |
| BEACON FINANCIAL PLANNING, INC | MA | $258.2M | 76 | — | |
| Glass Wealth Management Co LLC | TX | $258.1M | 67 | — | |
| MENDON CAPITAL ADVISORS CORP | FL | $258.0M | 53 | — | |
| OMC Financial Services LTD | NY | $257.9M | 64 | — | |
| Stash Investments, LLC | NY | $257.9M | 5 | — | |
| TrustBank | IL | $257.8M | 154 | — | |
| AAFMAA Wealth Management & Trust LLC | NC | $257.8M | 96 | — | |
| First Affirmative Financial Network | CO | $257.7M | 325 | — | |
| Carroll Advisory Group, LLC | TX | $257.6M | 67 | — | |
| Persistent Asset Partners Ltd | K3 | $257.5M | 239 | — | |
| TOWLE & CO | CO | $257.5M | 54 | — | |
| Cruiser Capital Advisors, LLC | CT | $257.3M | 52 | — | |
| HILLMAN CO | PA | $257.2M | 14 | — | |
| GATE CITY CAPITAL MANAGEMENT, LLC | IL | $256.9M | 16 | — | |
| Monolith Management Ltd | K3 | $256.7M | 31 | — | |
| Eagle Bluffs Wealth Management LLC | MO | $256.7M | 80 | — | |
| Burns Matteson Capital Management, LLC | NY | $256.7M | 177 | — | |
| Houlihan Financial Resource Group, Ltd. | VA | $256.6M | 109 | — | |
| Palisades Hudson Asset Management, L.P. | FL | $256.6M | 108 | — | |
| AXA S.A. | I0 | $256.4M | 74 | — | |
| Corigliano Investment Advisers, LLC | NC | $255.9M | 37 | — | |
| Krensavage Asset Management, LLC | NY | $255.7M | 20 | — | |
| Trueblood Wealth Management, LLC | OH | $255.7M | 256 | — | |
| Peirce Capital Management, LLC | TX | $255.7M | 43 | — | |
| Highlander Partners, L.P. | TX | $255.5M | 45 | — | |
| CUMBERLAND ADVISORS INC | FL | $255.5M | 48 | — | |
| Western Financial Corp/CA | CA | $255.5M | 127 | — | |
| Agate Pass Investment Management, LLC | WA | $255.5M | 105 | — | |
| KENNEDY INVESTMENT GROUP, INC. | NJ | $255.3M | 135 | — | |
| 2Xideas AG | V8 | $255.3M | 47 | — | |
| Caldwell Investment Management Ltd. | A6 | $255.2M | 57 | — | |
| ELEMENT CAPITAL MANAGEMENT LLC | NY | $255.1M | 34 | — | |
| Juno Financial Group LLC | VA | $255.1M | 70 | — | |
| Palisades Investment Partners, LLC | CA | $255.1M | 51 | — | |
| Wrenne Financial Planning LLC | KY | $255.0M | 49 | — | |
| Long Road Investment Counsel, LLC | MI | $255.0M | 78 | — | |
| Garner Asset Management Corp | TX | $255.0M | 156 | — |
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