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 5,501–5,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 23 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| DSC Meridian Capital LP | NY | $236.5M | 12 | — | |
| StoneCrest Wealth Management, Inc. | AZ | $236.4M | 73 | — | |
| Johnson & White Wealth Management, LLC | PA | $236.3M | 106 | — | |
| Sightline Wealth Advisors, LLC | CT | $236.3M | 91 | — | |
| Keeler Thomas Management LLC | UT | $236.3M | 118 | — | |
| RAELIPSKIE PARTNERSHIP | A6 | $236.2M | 119 | — | |
| OnyxPoint Global Management LP | NY | $236.2M | 15 | — | |
| Kaizen Financial Strategies | CA | $236.2M | 170 | — | |
| Foundry Financial LLC | CA | $236.1M | 71 | — | |
| GABLES CAPITAL MANAGEMENT INC. | FL | $236.0M | 472 | — | |
| PFG Private Wealth Management, LLC | FL | $235.8M | 74 | — | |
| Armstrong, Fleming & Moore, Inc | DC | $235.6M | 108 | — | |
| Causey Wealth LLC | CO | $235.6M | 81 | — | |
| Abbot Financial Management, Inc. | MA | $235.3M | 132 | — | |
| IMPACTfolio, LLC | CO | $235.3M | 35 | — | |
| I.G.Y. Ltd | X0 | $235.3M | 3 | — | |
| ACT Advisors, LLC. | NC | $235.2M | 78 | — | |
| CNA FINANCIAL CORP | IL | $235.2M | 15 | — | |
| Elevation Capital Advisory, LLC | OR | $234.9M | 65 | — | |
| Elemental Capital Partners LLC | CA | $234.9M | 12 | — | |
| Rubicon Global Capital Ltd | X0 | $234.6M | 10 | — | |
| Clarus Wealth Advisors | AZ | $234.6M | 88 | — | |
| Midwest Financial Group LLC | KS | $234.5M | 126 | — | |
| Greenfield Savings Bank | MA | $234.5M | 143 | — | |
| Bernard Wealth Management Corp. | MI | $234.4M | 360 | — | |
| Compass Wealth Management, LLC/GA | GA | $234.1M | 72 | — | |
| Heritage Wealth Management, Inc./Texas | TX | $234.0M | 41 | — | |
| TORNO CAPITAL, LLC | MA | $233.7M | 17 | — | |
| Investmark Advisory Group LLC | CT | $233.7M | 142 | — | |
| Accel Leaders 3 Associates L.P. | CA | $233.7M | 1 | — | |
| Ardent Capital Management, Inc. | OH | $233.6M | 47 | — | |
| Matisse Capital | OR | $233.6M | 163 | — | |
| J.H. Whitney Equity Partners VII, LLC | CT | $233.4M | 1 | — | |
| Eastover Investment Advisors LLC | NC | $233.4M | 50 | — | |
| Burk Holdings LLC | OK | $233.3M | 674 | — | |
| Christensen, King & Associates Investment Services, Inc. | WA | $233.1M | 105 | — | |
| Napean Trading & Investment Co (Singapore) PTE Ltd | U0 | $233.0M | 16 | — | |
| CHELSEA COUNSEL CO | CA | $232.8M | 238 | — | |
| FOURSIXTHREE CAPITAL LP | NY | $232.8M | 15 | — | |
| Eos Management, L.P. | NY | $232.8M | 41 | — | |
| Lakeridge Wealth Management LLC | OH | $232.6M | 169 | — | |
| Tree Line Advisors (Hong Kong) Ltd. | K3 | $232.6M | 3 | — | |
| NORTHBRIDGE FINANCIAL GROUP, LLC | FL | $232.4M | 168 | — | |
| OXFORD ASSET MANAGEMENT LLP | X0 | $232.2M | 442 | — | |
| Kilter Group LLC | NY | $232.1M | 1,567 | — | |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | IL | $232.1M | 44 | — | |
| BANYAN CAPITAL MANAGEMENT, INC. | GA | $232.1M | 55 | — | |
| Vision One Management Partners, LP | FL | $232.0M | 9 | — | |
| DAVIDSON TRUST CO | WA | $232.0M | 176 | — | |
| Silver Oak Advisory Group, Inc. | OR | $231.8M | 80 | — | |
| Resolute Wealth Strategies, LLC | MS | $231.8M | 114 | — | |
| Westfuller Advisors, LLC | NY | $231.7M | 756 | — | |
| SMA Capital LLC | NY | $231.6M | 95 | — | |
| Baugh & Associates, LLC | GA | $231.5M | 44 | — | |
| Redwood Wealth Management Group, LLC | NJ | $231.5M | 169 | — | |
| Titan Wealth (CI) Ltd | Y7 | $231.5M | 51 | — | |
| Strategic Financial Partners, Ltd. | OR | $231.5M | 81 | — | |
| Samjo Management, LLC | NY | $231.3M | 55 | — | |
| Brentview Investment Management LLC | IL | $231.3M | 63 | — | |
| DG Capital Management, LLC | NY | $231.2M | 19 | — | |
| Cottage Street Advisors LLC | MA | $231.1M | 138 | — | |
| Saranac Partners Ltd | X0 | $231.1M | 91 | — | |
| Commonwealth Bank of Australia | C3 | $231.0M | 2 | — | |
| Compass Financial Services Inc | IA | $230.9M | 56 | — | |
| Massachusetts Wealth Management | MA | $230.7M | 98 | — | |
| Meros Investment Management, LP | TX | $230.7M | 52 | — | |
| Catalys Pacific, LLC | M0 | $230.7M | 2 | — | |
| Yiheng Capital Management, L.P. | CA | $230.7M | 24 | — | |
| Corecam Pte. Ltd. | U0 | $230.7M | 65 | — | |
| Citrine Capital LLC | CA | $230.7M | 58 | — | |
| 5th Street Advisors, LLC | CT | $230.6M | 51 | — | |
| rebel Financial LLC | OH | $230.6M | 65 | — | |
| Prairie Wealth Advisors, Inc. | NE | $230.5M | 149 | — | |
| Employees' Retirement Fund of the City of Fort Worth | TX | $230.4M | 21 | — | |
| IVC Wealth Advisors LLC | PA | $230.3M | 173 | — | |
| Wayfinding Financial, LLC | WA | $230.3M | 157 | — | |
| Dogwood Wealth Management LLC | KS | $230.3M | 860 | — | |
| Pavion Blue Capital, LLC | CA | $230.2M | 108 | — | |
| Family Office Research LLC | MD | $230.2M | 75 | — | |
| Cherry Creek Investment Advisors, Inc. | CO | $230.1M | 124 | — | |
| Trail Ridge Investment Advisors, LLC | CO | $230.1M | 99 | — | |
| INSIGHT 2811, INC. | IL | $230.0M | 98 | — | |
| MCCARTER PRIVATE WEALTH SERVICES LLC | MA | $230.0M | 171 | — | |
| Aurelius Family Office LLC | NH | $230.0M | 47 | — | |
| SOROS CAPITAL MANAGEMENT LLC | NY | $229.9M | 47 | — | |
| Haven Private, LLC | FL | $229.6M | 166 | — | |
| Quantum Portfolio Management LLC | NY | $229.6M | 254 | — | |
| HIGHLAND PEAK CAPITAL, LLC | CT | $229.6M | 13 | — | |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | MS | $229.4M | 156 | — | |
| Cloud Capital Management, LLC | WA | $229.4M | 105 | — | |
| NerdWallet Wealth Partners, LLC | NY | $229.2M | 59 | — | |
| Altura Wealth Advisors Inc. | CA | $229.1M | 75 | — | |
| Granite Harbor Advisors, Inc. | TX | $229.1M | 129 | — | |
| ADW Capital Management, LLC | FL | $229.0M | 8 | — | |
| Two Point Capital Management, Inc. | NY | $229.0M | 28 | — | |
| MONEYWISE, INC. | VA | $229.0M | 82 | — | |
| ABOUND FINANCIAL, LLC | CA | $228.9M | 283 | — | |
| Worth Financial Advisory Group, LLC | NC | $228.9M | 50 | — | |
| STUART INVESTMENT ADVISORS, INC. | TX | $228.9M | 27 | — | |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | AZ | $228.8M | 120 | — | |
| IRON Financial LLC | IL | $228.8M | 145 | — | |
| COSMIC MANAGEMENT, LLC | CA | $228.8M | 4 | — | |
| NBZ Investment Advisors LLC | TN | $228.6M | 67 | — | |
| Allie Family Office LLC | FL | $228.5M | 103 | — | |
| My Personal CFO, LLC | WA | $228.4M | 88 | — | |
| Palogic Value Management, L.P. | TX | $228.3M | 164 | — | |
| Chris Bulman Inc | CA | $228.3M | 150 | — | |
| Conrad N. Hilton Foundation | CA | $228.3M | 2 | — | |
| Financial Planning Navigators CORP | MN | $228.1M | 51 | — | |
| UNION SAVINGS BANK | CT | $228.1M | 320 | — | |
| FNY Investment Advisers, LLC | NY | $228.1M | 728 | — | |
| FCG Investment Co | TN | $228.1M | 100 | — | |
| EAGLE WEALTH STRATEGIES LLC | NJ | $228.1M | 114 | — | |
| ASSET PLANNING SERVICES INC /LA/ /ADV | LA | $228.1M | 35 | — | |
| Hippocratic Financial Advisors, LLC | CA | $228.0M | 33 | — | |
| CEERA INVESTMENTS, LLC | TX | $228.0M | 93 | — | |
| FORTE ASSET MANAGEMENT LLC | NY | $227.9M | 76 | — | |
| BlueChip Wealth Advisors LLC | GA | $227.8M | 147 | — | |
| Cascade Wealth Advisors, Inc | WA | $227.7M | 60 | — | |
| Financial Futures Ltd Liability Co. | NJ | $227.6M | 72 | — | |
| ARBOR TRUST WEALTH ADVISORS, LLC | MI | $227.6M | 90 | — | |
| eCIO, Inc. | WI | $227.6M | 42 | — | |
| MARIPAU WEALTH MANAGEMENT LLC | IN | $227.5M | 166 | — | |
| Purkiss Capital Advisors LLC | CT | $227.4M | 168 | — | |
| Client First Capital LLC | CA | $227.4M | 26 | — | |
| BROGAN FINANCIAL, INC. | TN | $227.4M | 56 | — | |
| Grove Street Fiduciary, LLC | NH | $227.0M | 74 | — | |
| SHELTON WEALTH MANAGEMENT, LLC | TX | $227.0M | 124 | — | |
| KEYVANTAGE WEALTH, LLC | PA | $227.0M | 91 | — | |
| PFC CAPITAL GROUP, INC. | CA | $226.8M | 90 | — | |
| Schear Investment Advisers, LLC | OH | $226.8M | 77 | — | |
| Optimist Retirement Group LLC | WA | $226.7M | 113 | — | |
| Hiley Hunt Wealth Management | NE | $226.7M | 47 | — | |
| DUDLEY CAPITAL MANAGEMENT, LLC | VA | $226.7M | 139 | — | |
| Oakcliff Capital Partners, LP | NY | $226.6M | 8 | — | |
| GEM Asset Management, LLC | MI | $226.6M | 107 | — | |
| Steadview Capital Management LLC | CA | $226.6M | 12 | — | |
| Cane Capital Partners, LLC | LA | $226.6M | 121 | — | |
| WESTPORT ASSET MANAGEMENT INC | CT | $226.5M | 78 | — | |
| BancFirst Trust & Investment Management | OK | $226.3M | 42 | — | |
| PATRON PARTNERS, LLC | TX | $226.3M | 185 | — | |
| HORIZON FINANCIAL SERVICES, LLC | NC | $226.2M | 425 | — | |
| Ergawealth Advisors, Inc. | IL | $226.2M | 55 | — | |
| Endowment Wealth Management, Inc. | WI | $226.1M | 165 | — | |
| MOKAN Wealth Management Inc. | KS | $225.9M | 109 | — | |
| Robbins Farley | NH | $225.9M | 143 | — | |
| State of New Jersey Common Pension Fund A | NJ | $225.9M | 3 | — | |
| PEAK FINANCIAL ADVISORS LLC | CO | $225.9M | 70 | — | |
| Heritage Family Offices, LLP | AZ | $225.5M | 196 | — | |
| Boit C F David | MA | $225.3M | 117 | — | |
| Keystone Global Partners, LLC | CO | $225.3M | 54 | — | |
| SEG Family Corp. | A6 | $225.3M | 1 | — | |
| Alternative Investment Advisors, LLC. | FL | $225.3M | 68 | — | |
| WD RUTHERFORD LLC | OR | $225.0M | 71 | — | |
| Altus Wealth Management, LLC | KY | $225.0M | 28 | — | |
| NIA IMPACT ADVISORS, LLC | CA | $224.9M | 89 | — | |
| Family Capital Management, Inc. | MI | $224.9M | 104 | — | |
| Ballast Asset Management, LP | TX | $224.7M | 52 | — | |
| Beaton Management Co. Inc. | MA | $224.6M | 146 | — | |
| Prospect Hill Management, LLC | NJ | $224.4M | 14 | — | |
| Eukles Asset Management | OH | $224.3M | 238 | — | |
| Tandem Wealth Advisors LLC | AZ | $224.3M | 47 | — | |
| 93 Financial Group, LLC | MA | $224.3M | 9 | — | |
| CPV Partners, LLC | CT | $224.2M | 4 | — | |
| MKA Charitable Fund | CA | $224.1M | 1 | — | |
| Keyes, Stange & Wooten Wealth Management, LLC | FL | $224.1M | 71 | — | |
| Tull Financial Group, Inc. | VA | $224.0M | 31 | — | |
| LIFE LINE WEALTH MANAGEMENT LLC | CA | $223.9M | 35 | — | |
| Aspect Management, LLC | CA | $223.5M | 1 | — | |
| Regency Capital Management Inc.\DE | HI | $223.5M | 60 | — | |
| 626 Financial, LLC | MI | $223.5M | 120 | — | |
| CURA WEALTH ADVISORS, LLC | IL | $223.5M | 125 | — | |
| Catherine Avery Investment Management LLC | FL | $223.4M | 109 | — | |
| ROBINSON CAPITAL MANAGEMENT, LLC | MI | $223.4M | 104 | — | |
| Family CFO Inc | CA | $223.3M | 41 | — | |
| IRONWOOD WEALTH MANAGEMENT, INC. | WV | $223.2M | 31 | — | |
| Azarias Capital Management, L.P. | PA | $223.1M | 24 | — | |
| Advantage Trust Co | KS | $223.1M | 123 | — | |
| ENTREWEALTH, LLC | TX | $223.1M | 104 | — | |
| Elite Financial, Inc. | ID | $223.1M | 54 | — | |
| VISTA INVESTMENT PARTNERS II, LLC | IN | $222.8M | 157 | — | |
| MAINSAIL ASSET MANAGEMENT, LLC | AL | $222.8M | 112 | — | |
| DIXON FNANCIAL SERVICES, INC. | CA | $222.7M | 44 | — | |
| Ariadne Wealth Management, LP | CA | $222.7M | 248 | — | |
| Sterneck Capital Management, LLC | MO | $222.7M | 116 | — | |
| Walser Wealth Management Company, A Ltd Liability Co | FL | $222.6M | 187 | — | |
| Cobblestone Asset Management LLC | VA | $222.4M | 73 | — | |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | D5 | $222.3M | 14 | — | |
| Flatrock Wealth Partners LLC | CA | $222.3M | 166 | — | |
| Game Plan Financial Advisors, LLC | OH | $222.2M | 348 | — | |
| Beaumont Asset Management, L.L.C. | TX | $222.2M | 76 | — | |
| Darrow Company, Inc. | MA | $222.1M | 56 | — | |
| Fortitude Advisory Group L.L.C. | WA | $222.1M | 224 | — | |
| Second Half Financial Partners, LLC | FL | $222.1M | 96 | — | |
| Ewing Morris & Co. Investment Partners Ltd. | Z4 | $222.1M | 86 | — | |
| Diesslin Group, Inc. | TX | $222.0M | 53 | — | |
| Bravera Wealth | ND | $222.0M | 410 | — | |
| AVISO WEALTH MANAGEMENT | WA | $221.9M | 140 | — | |
| SEAMOUNT FINANCIAL GROUP INC | CO | $221.9M | 135 | — | |
| Compass Financial Group, Inc. | FL | $221.8M | 47 | — | |
| Delphi Financial Group, Inc. | DE | $221.6M | 32 | — | |
| BONTEMPO OHLY CAPITAL MGMT LLC | MD | $221.6M | 34 | — | |
| FORMULA GROWTH LTD | A8 | $221.6M | 137 | — | |
| Sunesis Advisors, LLC | KS | $221.3M | 59 | — | |
| Meritas Wealth Management, LLC | CA | $221.2M | 60 | — | |
| Bandera Partners LLC | NY | $221.1M | 17 | — | |
| Socorro Asset Management LP | TX | $221.1M | 32 | — | |
| Wealth Management Strategies, Inc. | PA | $221.0M | 40 | — | |
| Georgetown University | DC | $220.9M | 11 | — | |
| Capital Wealth Alliance, LLC | AZ | $220.9M | 92 | — | |
| Mosley Wealth Management | CA | $220.9M | 466 | — | |
| Pillsbury Lake Capital LLC | CA | $220.7M | 31 | — | |
| Decker Retirement Planning Inc. | UT | $220.7M | 284 | — | |
| William Marsh Rice University | TX | $220.6M | 2 | — | |
| GoalFusion Wealth Management, LLC | TX | $220.5M | 30 | — | |
| Leicht Financial Planning & Wealth Management, Inc. | NJ | $220.5M | 15 | — | |
| GP Brinson Investments LLC | IL | $220.4M | 14 | — | |
| Team Financial Group, LLC | CA | $220.3M | 273 | — | |
| Long Path Partners LP | CT | $220.1M | 9 | — | |
| STONEBRIDGE CAPITAL MANAGEMENT INC | CA | $219.9M | 80 | — | |
| Twin Lakes Capital Management, LLC | CA | $219.9M | 219 | — | |
| Radcliff Management LLC | NY | $219.9M | 1 | — | |
| E Fund Management (Hong Kong) Co., Ltd. | K3 | $219.9M | 491 | — | |
| DCM Advisors, LLC | NY | $219.8M | 38 | — | |
| TEALWOOD ASSET MANAGEMENT INC | MN | $219.8M | 118 | — | |
| SHAKER INVESTMENTS LLC/OH | OH | $219.7M | 82 | — | |
| WOODWARD DIVERSIFIED CAPITAL, LLC | CA | $219.7M | 179 | — | |
| Horrell Capital Management, Inc. | AR | $219.5M | 194 | — | |
| Aberdeen Wealth Management LLC | IL | $219.4M | 179 | — | |
| Transcendent Capital Group LLC | OK | $219.4M | 112 | — | |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | WI | $219.4M | 123 | — | |
| Yoder Wealth Management, Inc. | CA | $219.4M | 124 | — | |
| Financial Avengers, Inc. | CA | $219.3M | 151 | — | |
| IDG China Venture Capital Fund IV Associates L.P. | K3 | $219.2M | 4 | — | |
| GARRISON POINT ADVISORS, LLC | CA | $219.2M | 168 | — | |
| Higgins & Schmidt Wealth Strategies LLC | CO | $218.9M | 63 | — | |
| Orion Resource Partners LP | NY | $218.9M | 20 | — | |
| Oxinas Partners, LLC | IN | $218.8M | 145 | — | |
| Unison Asset Management LLC | FL | $218.8M | 32 | — | |
| RIPOSTE CAPITAL LLC | NY | $218.7M | 19 | — | |
| FOGEL CAPITAL MANAGEMENT, INC. | FL | $218.7M | 52 | — | |
| WIN ADVISORS, INC | FL | $218.6M | 78 | — | |
| Decatur Capital Management, Inc. | GA | $218.6M | 33 | — | |
| Yong Rong (HK) Asset Management Ltd | K3 | $218.5M | 8 | — | |
| BURRUS FINANCIAL SERVICES, INC. | UT | $218.5M | 11 | — | |
| Signet Investment Advisory Group, Inc. | RI | $218.3M | 69 | — | |
| Sound Stewardship, LLC | KS | $218.3M | 63 | — | |
| Latitude Advisors, LLC | IL | $218.3M | 213 | — | |
| Pflug Koory, LLC | NE | $218.2M | 419 | — | |
| BRIGHT FINANCIAL ADVISORS, INC. | MI | $218.2M | 67 | — |
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