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 5,251–5,500. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 22 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| TIEMANN INVESTMENT ADVISORS, LLC | CA | $255.0M | 204 | — | |
| Westwood Wealth Management | CA | $254.8M | 42 | — | |
| Choice Wealth Advisors LLC | ME | $254.8M | 35 | — | |
| Incline Global Management LLC | NY | $254.6M | 24 | — | |
| Left Brain Wealth Management, LLC | IL | $254.6M | 79 | — | |
| Tenon Financial LLC | NJ | $254.6M | 54 | — | |
| Integrity Wealth Solutions LLC | CO | $254.5M | 130 | — | |
| FIRST FINANCIAL CORP /IN/ | IN | $254.5M | 303 | — | |
| LifePlan Investment Advisors, Inc. | NC | $254.5M | 122 | — | |
| 1776 Wealth LLC | GA | $254.3M | 146 | — | |
| Torque Asset Management LLC | NE | $254.1M | 12 | — | |
| Alta Fundamental Advisers LLC | NY | $254.1M | 21 | — | |
| SCOGGIN MANAGEMENT LP | NY | $254.0M | 30 | — | |
| Wealth Quarterback LLC | NJ | $254.0M | 163 | — | |
| LHM, INC. | UT | $254.0M | 22 | — | |
| Selby Wealth Management, LLC | CA | $253.9M | 81 | — | |
| Madden Advisory Services, Inc. | FL | $253.9M | 108 | — | |
| Sellwood Investment Partners LLC | OR | $253.8M | 59 | — | |
| Islander Capital Partners, L.P. | CA | $253.7M | 15 | — | |
| Eagle Capital Management, LLC | LA | $253.7M | 49 | — | |
| MorganRosel Wealth Management, LLC | CO | $253.5M | 103 | — | |
| TL Private Wealth | TX | $253.4M | 44 | — | |
| Shore Point Advisors, LLC | NJ | $253.2M | 76 | — | |
| Phoenix Wealth Advisors | NC | $253.2M | 126 | — | |
| Carlson Capital, L.P. | TX | $253.1M | 66 | — | |
| 5T Wealth, LLC | CA | $253.1M | 129 | — | |
| Avos Capital Management, LLC | WA | $253.0M | 29 | — | |
| Jupiter Wealth Management LLC | CO | $253.0M | 90 | — | |
| Beach Point Capital Management LP | CA | $253.0M | 8 | — | |
| Advisor Resource Council | TX | $252.9M | 228 | — | |
| DLK Investment Management, LLC | CA | $252.9M | 92 | — | |
| NASPERS LTD | T3 | $252.9M | 3 | — | |
| Shira Ridge Wealth Management | CA | $252.7M | 79 | — | |
| O'ROURKE & COMPANY, Inc | MA | $252.6M | 171 | — | |
| FFG Partners, LLC | FL | $252.6M | 35 | — | |
| Stonehearth Capital Management, LLC | MA | $252.5M | 96 | — | |
| Ruggaard & Associates LLC | OH | $252.4M | 122 | — | |
| Lodestone Wealth Management LLC | WA | $252.3M | 781 | — | |
| PJT Investments Corp. | A6 | $252.3M | 8 | — | |
| Meramec Financial Planners, LLC | MO | $252.1M | 520 | — | |
| Silver Lake Advisory, LLC | UT | $252.0M | 103 | — | |
| INVENIO WEALTH PARTNERS LLC | FL | $251.9M | 89 | — | |
| Carnegie Lake Advisors LLC | NJ | $251.7M | 166 | — | |
| Seneca House Advisors | VA | $251.7M | 96 | — | |
| Trustees of Dartmouth College | NH | $251.6M | 11 | — | |
| WETZEL INVESTMENT ADVISORS, INC. | IN | $251.5M | 131 | — | |
| Ducere Wealth Management LLC | CA | $251.5M | 126 | — | |
| Hapanowicz & Associates Financial Services, Inc | PA | $251.4M | 31 | — | |
| WEIK CAPITAL MANAGEMENT | PA | $251.3M | 90 | — | |
| Vermillion Wealth Management, Inc. | MN | $251.2M | 1,562 | — | |
| WASHINGTON STATE INVESTMENT BOARD | WA | $251.2M | 2 | — | |
| BAYSHORE ASSET MANAGEMENT, LLC | FL | $251.2M | 40 | — | |
| Hubbell Strickland Wealth Management, LLC | LA | $250.9M | 83 | — | |
| M37 Management LP | CA | $250.9M | 12 | — | |
| TrueWealth Financial Partners | WA | $250.9M | 66 | — | |
| Quad-Cities Investment Group, LLC | IA | $250.9M | 200 | — | |
| REDW Wealth LLC | NM | $250.7M | 99 | — | |
| Essex Woodlands Management, Inc. | TX | $250.5M | 5 | — | |
| Boulder Wealth Advisors, LLC | CO | $250.5M | 32 | — | |
| Chicago Wealth Management, Inc. | IL | $250.5M | 59 | — | |
| Parker Financial LLC | WA | $250.3M | 37 | — | |
| VPR Management LLC | TX | $250.2M | 65 | — | |
| Squadron Capital Management LLC | IL | $250.0M | 30 | — | |
| TMT General Partner Ltd | K3 | $249.9M | 3 | — | |
| Bigelow Investment Advisors, LLC | ME | $249.8M | 153 | — | |
| Porter White Investment Advisors, Inc. | AL | $249.7M | 40 | — | |
| Skaana Management L.P. | NY | $249.5M | 106 | — | |
| FIDELITY D & D BANCORP INC | PA | $249.4M | 107 | — | |
| Emprise Bank | KS | $249.1M | 107 | — | |
| Step Capital Management Pte. Ltd. | U0 | $249.1M | 27 | — | |
| Buska Wealth Management, LLC | WI | $248.9M | 74 | — | |
| DOPKINS WEALTH MANAGEMENT, LLC | NY | $248.9M | 92 | — | |
| Financial Guidance Group, Inc. | FL | $248.8M | 89 | — | |
| Murchinson Ltd. | A6 | $248.8M | 60 | — | |
| Tabor Asset Management, LP | NY | $248.7M | 39 | — | |
| Tumwater Wealth Management, LLC | ID | $248.6M | 34 | — | |
| Deane Retirement Strategies, Inc. | LA | $248.6M | 57 | — | |
| Dupree Financial Group, LLC | KY | $248.5M | 71 | — | |
| FSA Investment Group, LLC | FL | $248.4M | 45 | — | |
| Mount Capital Ltd | X0 | $248.2M | 18 | — | |
| Greykasell Wealth Strategies, Inc. | CA | $248.0M | 567 | — | |
| Avalon Advisory Group | PA | $247.9M | 12 | — | |
| Towerpoint Wealth, LLC | CA | $247.8M | 93 | — | |
| Intrepid Financial Planning Group LLC | IN | $247.8M | 125 | — | |
| AXS Investments LLC | NY | $247.6M | 189 | — | |
| Montz Harcus Wealth Management LLC | LA | $247.6M | 93 | — | |
| Capital Impact Advisors, LLC | MA | $247.5M | 30 | — | |
| Insight Wealth Partners, LLC | TX | $247.4M | 118 | — | |
| Evergreen Private Wealth LLC | CO | $247.4M | 86 | — | |
| NavPoint Financial, Inc. | MN | $247.3M | 71 | — | |
| ANB BANK | CO | $247.3M | 128 | — | |
| Peloton Wealth Strategists | IN | $247.2M | 86 | — | |
| Blacksheep Fund Management Ltd | L2 | $247.2M | 8 | — | |
| Vivid Wealth Management, LLC | IA | $247.1M | 66 | — | |
| III Capital Management | FL | $247.0M | 46 | — | |
| RESOLUTE CAPITAL, LLC | SC | $246.9M | 57 | — | |
| Hillcrest Wealth Advisors - NY, LLC | NJ | $246.9M | 51 | — | |
| American Capital Advisory, LLC | ID | $246.9M | 1,139 | — | |
| FF Advisors,LLC | CA | $246.8M | 114 | — | |
| Valued Wealth Advisors LLC | UT | $246.7M | 751 | — | |
| IRIDIAN ASSET MANAGEMENT LLC/CT | CT | $246.7M | 42 | — | |
| YARGER WEALTH STRATEGIES, LLC | OH | $246.6M | 124 | — | |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | CA | $246.5M | 37 | — | |
| Verisail Partners, LLC | GA | $246.5M | 25 | — | |
| Zeno Equity Partners LLP | X0 | $246.4M | 13 | — | |
| Cordant, Inc. | OR | $246.4M | 75 | — | |
| Flagship Private Wealth, LLC | MA | $246.3M | 107 | — | |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | OK | $246.3M | 145 | — | |
| DRAVO BAY LLC | DE | $246.1M | 54 | — | |
| HANOVER ADVISORS INC | SC | $246.1M | 118 | — | |
| Wealth Analytics Partners, LLC | CA | $246.0M | 46 | — | |
| Vernal Point Advisors, LLC | CA | $246.0M | 21 | — | |
| CALDWELL SUTTER CAPITAL, INC. | CA | $245.9M | 894 | — | |
| Retirement Planning Co of New England, Inc. | RI | $245.8M | 248 | — | |
| MY.Alpha Management HK Advisors Ltd | K3 | $245.8M | 11 | — | |
| Investment Research Partners LLC | PA | $245.8M | 245 | — | |
| Mirabaud & Cie SA | V8 | $245.7M | 54 | — | |
| HighMark Wealth Management LLC | MN | $245.6M | 555 | — | |
| Equinox Partners Investment Management LLC | CT | $245.4M | 11 | — | |
| COOPER INVESTORS PTY LTD | C3 | $245.3M | 42 | — | |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | OH | $245.3M | 6 | — | |
| Nut Tree Capital Management, LP | NY | $245.3M | 4 | — | |
| Kinloch Capital, LLC | VA | $245.2M | 83 | — | |
| Shared Vision Wealth Group LLC | X1 | $245.2M | 95 | — | |
| MRA Advisory Group | NJ | $245.0M | 140 | — | |
| Exeter Financial, LLC | AZ | $244.9M | 98 | — | |
| Melone Private Wealth, LLC | MI | $244.8M | 60 | — | |
| Aspect Partners, LLC | VA | $244.6M | 709 | — | |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | TX | $244.6M | 27 | — | |
| Lewis Asset Management, LLC | CA | $244.6M | 199 | — | |
| Ridgewood Investments LLC | NJ | $244.5M | 208 | — | |
| JNE Partners LLP | X0 | $244.4M | 7 | — | |
| O'Connor Financial Group LLC | IL | $244.4M | 58 | — | |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | GA | $244.3M | 182 | — | |
| Cresta Advisors, Ltd. | TX | $244.2M | 53 | — | |
| Bawa N Mallick Trust | NY | $244.2M | 69 | — | |
| Rosalind Advisors, Inc. | A6 | $244.1M | 32 | — | |
| Altus Wealth Group LLC | CO | $244.0M | 143 | — | |
| Burford Brothers, Inc. | TX | $243.9M | 172 | — | |
| GE INVESTMENT MANAGEMENT CORP. | CT | $243.8M | 4 | — | |
| Orin Green Financial, LLC | CA | $243.8M | 78 | — | |
| AAF Wealth Management, LLC | MA | $243.8M | 54 | — | |
| Solstein Capital, LLC | CA | $243.6M | 441 | — | |
| Red Spruce Capital, LLC | PA | $243.6M | 94 | — | |
| JW Asset Management, LLC | FL | $243.5M | 19 | — | |
| HUTNER CAPITAL MANAGEMENT INC | VT | $243.4M | 44 | — | |
| YANKCOM Partnership | SD | $243.2M | 368 | — | |
| HOWARD BAILEY SECURITIES, LLC | IN | $243.2M | 122 | — | |
| SCHULHOFF & CO INC | OH | $243.1M | 132 | — | |
| QUARRY HILL ADVISORS, LLC | MN | $243.1M | 51 | — | |
| Independent Family Office, LLC | NY | $243.0M | 90 | — | |
| Visualize Group LP | NY | $242.9M | 10 | — | |
| SFG Wealth Management, LLC. | MD | $242.9M | 100 | — | |
| LGL PARTNERS, LLC | PA | $242.9M | 66 | — | |
| Creekside Partners | CA | $242.9M | 183 | — | |
| WealthCollab, LLC | WA | $242.8M | 977 | — | |
| GUARDIAN POINT CAPITAL, LP | VA | $242.7M | 11 | — | |
| DIADEMA PARTNERS LP | NJ | $242.2M | 86 | — | |
| Macro Advisors, Inc. | PA | $242.2M | 40 | — | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | IN | $242.2M | 1,322 | — | |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | R9 | $242.1M | 191 | — | |
| Summa Corp. | TX | $241.9M | 83 | — | |
| TKG Advisors, LLC | IN | $241.9M | 89 | — | |
| Resolute Advisors LLC | CA | $241.8M | 87 | — | |
| McNaughton Wealth Management, LLC | CA | $241.8M | 70 | — | |
| DOVER ADVISORS, LLC | VA | $241.7M | 159 | — | |
| FMB WEALTH MANAGEMENT | CA | $241.7M | 73 | — | |
| Beta Wealth Group, Inc. | CA | $241.7M | 112 | — | |
| Tribridge Partners Financial LLC | MD | $241.7M | 80 | — | |
| denkapparat Operations GmbH | 2M | $241.6M | 333 | — | |
| Ballentine Capital Advisors, Inc | SC | $241.6M | 27 | — | |
| Physician Wealth Solutions Inc. | NV | $241.6M | 45 | — | |
| Element Wealth, LLC | MS | $241.4M | 206 | — | |
| Dean Capital Management | KS | $241.4M | 111 | — | |
| THOR TRADING ADVISORS, LLC | PA | $241.3M | 12 | — | |
| Altman Advisors, Inc. | IL | $241.3M | 77 | — | |
| CONTINUUM WEALTH ADVISORS, LLC | NY | $241.0M | 70 | — | |
| Sherborne Investors Management LP | NY | $240.9M | 1 | — | |
| Onyx Financial Advisors, LLC | ID | $240.8M | 18 | — | |
| Rakuten Securities, Inc. | M0 | $240.7M | 879 | — | |
| MBE Wealth Management, LLC | WI | $240.7M | 141 | — | |
| GHE, LLC | TN | $240.7M | 55 | — | |
| DAILY JOURNAL CORP | CA | $240.7M | 4 | — | |
| FORONJY FINANCIAL LLC | CA | $240.6M | 97 | — | |
| ADVISORTRUST PARTNERS, LLC | NC | $240.4M | 255 | — | |
| Carolina Wealth Advisors, LLC | SC | $240.1M | 278 | — | |
| Hengistbury Investment Partners LLP | X0 | $240.1M | 3 | — | |
| QTR Family Wealth, LLC | FL | $240.1M | 287 | — | |
| DMKC Advisory Services, LLC | IA | $240.1M | 84 | — | |
| Bay Rivers Group | VA | $240.0M | 109 | — | |
| Groupe Bruxelles Lambert | C9 | $240.0M | 1 | — | |
| Mainsail Financial Group, LLC | WA | $240.0M | 62 | — | |
| PACES FERRY WEALTH ADVISORS, LLC | GA | $240.0M | 127 | — | |
| TTP Investments, Inc. | CA | $239.8M | 34 | — | |
| IRONWOOD INVESTMENT MANAGEMENT LLC | MA | $239.8M | 179 | — | |
| WMG Financial Advisors, LLC | TN | $239.7M | 100 | — | |
| SmartHarvest Portfolios, LLC | WA | $239.7M | 387 | — | |
| Cadence Wealth Management LLC | MA | $239.7M | 58 | — | |
| MB, LEVIS & ASSOCIATES, LLC | PA | $239.7M | 234 | — | |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | VA | $239.5M | 14 | — | |
| BOYUM WEALTH ARCHITECTS LLC | MN | $239.3M | 73 | — | |
| New England Professional Planning Group Inc. | RI | $239.3M | 49 | — | |
| HF Capital, LLC | TN | $239.2M | 5 | — | |
| Gunderson Capital Management LLC | SC | $239.2M | 46 | — | |
| Mendel Money Management | IL | $239.0M | 137 | — | |
| MYECFO, LLC | CA | $239.0M | 66 | — | |
| Forefront Wealth Partners, LLC | TX | $238.9M | 162 | — | |
| JBR Co Financial Management Inc | OK | $238.9M | 120 | — | |
| Pfizer Inc | NY | $238.8M | 18 | — | |
| DOW CHEMICAL CO /DE/ | MI | $238.8M | 5 | — | |
| Orange County Employees Retirement System | CA | $238.8M | 2 | — | |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | PA | $238.8M | 97 | — | |
| Mechanics Financial Corp | OH | $238.7M | 232 | — | |
| Torrey Growth & Income Advisors | CA | $238.6M | 110 | — | |
| Genesee Capital Advisors, LLC | NY | $238.6M | 138 | — | |
| Saraza Management, LP | NY | $238.6M | 20 | — | |
| Cascades Capital Asset Management, LLC | NC | $238.6M | 158 | — | |
| Wealth Watch Advisors, INC | CO | $238.6M | 108 | — | |
| Wealth Advisors Northwest LLC | OR | $238.4M | 57 | — | |
| Verity Asset Management, Inc. | NC | $238.4M | 213 | — | |
| Mine & Arao Wealth Creation & Management, LLC. | CA | $238.3M | 75 | — | |
| SimpliFi, Inc. | CA | $238.2M | 43 | — | |
| Red Tortoise LLC | GA | $238.1M | 590 | — | |
| Gallatin Point Capital LLC | CT | $238.1M | 2 | — | |
| InvesTrust | OK | $238.0M | 91 | — | |
| Keener Financial Planning LLC | TX | $237.9M | 58 | — | |
| GPM Growth Investors, Inc. | MI | $237.8M | 41 | — | |
| Archer Investment Management, LLC | TX | $237.7M | 108 | — | |
| St. Johns Investment Management Company, LLC | FL | $237.7M | 193 | — | |
| CNB Bank | PA | $237.7M | 522 | — | |
| Values Added Financial LLC | DC | $237.7M | 134 | — | |
| Vawter Financial, Ltd. | OH | $237.6M | 122 | — | |
| HOWARD WEALTH MANAGEMENT, LLC | CT | $237.6M | 142 | — | |
| Millington Financial Advisors, LLC | IL | $237.4M | 119 | — | |
| Evolution Advisers, Inc. | VA | $237.3M | 162 | — | |
| TradeWell Securities, LLC. | IN | $237.2M | 50 | — | |
| FreeGulliver LLC | LA | $237.2M | 115 | — | |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | FL | $237.2M | 89 | — | |
| ASO GROUP Ltd | D8 | $237.1M | 56 | — | |
| Integrated Capital Management, LLC | MI | $237.1M | 62 | — | |
| Foresite Capital Management IV, LLC | CA | $237.1M | 8 | — | |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | AL | $237.1M | 89 | — | |
| Pilgrim Partners Asia Pte Ltd | U0 | $237.1M | 117 | — | |
| Bayshore Capital Advisors, LLC | FL | $237.0M | 41 | — | |
| Guardian Financial Partners, LLC | CA | $236.9M | 66 | — | |
| Mid-American Wealth Advisory Group, Inc. | MO | $236.7M | 55 | — | |
| Tekne Capital Management, LLC | NY | $236.7M | 3 | — | |
| Windle Wealth, LLC | OK | $236.7M | 32 | — | |
| New England Research & Management, Inc. | IL | $236.6M | 143 | — | |
| Boyd Wealth Management, LLC | CA | $236.5M | 48 | — |
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