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 5,751–6,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 24 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| PFS Partners, LLC | NJ | $218.2M | 590 | — | |
| MOR Wealth Management, LLC | PA | $218.0M | 103 | — | |
| Rockingstone Advisors LLC | MA | $218.0M | 113 | — | |
| Fairtree Asset Management (Pty) Ltd | T3 | $217.8M | 96 | — | |
| PACK Private Wealth, LLC | MN | $217.7M | 57 | — | |
| RETIREMENT GUYS FORMULA LLC | OH | $217.4M | 154 | — | |
| Enstar Group LTD | D0 | $217.4M | 9 | — | |
| GGM Financial LLC | OH | $217.3M | 236 | — | |
| CMT Capital Markets Trading GmbH | IL | $217.1M | 102 | — | |
| Collaborative Wealth Managment Inc. | FL | $217.1M | 160 | — | |
| M1 Capital Management LLC | MI | $217.0M | 111 | — | |
| Capital Square, LLC | TN | $216.9M | 226 | — | |
| Sprinkle Financial Consultants LLC | CO | $216.8M | 99 | — | |
| MITCHELL SINKLER & STARR/PA | PA | $216.6M | 143 | — | |
| Alhambra Investment Management LLC | FL | $216.6M | 176 | — | |
| Old North State Wealth Management, LLC | NC | $216.2M | 112 | — | |
| POSTROCK PARTNERS LLC | KS | $216.2M | 82 | — | |
| Mader & Shannon Wealth Management, Inc. | MO | $216.1M | 20 | — | |
| State Insurance Fund | NY | $216.0M | 1 | — | |
| VIEWPOINT INVESTMENT PARTNERS CORP | A0 | $215.9M | 97 | — | |
| BLUEDOOR PRIVATE WEALTH, LLC | MA | $215.9M | 147 | — | |
| Murphy, Middleton, Hinkle & Parker, Inc. | GA | $215.8M | 133 | — | |
| 1248 Management, LLC | MO | $215.7M | 146 | — | |
| Long Island Wealth Management, Inc. | NY | $215.6M | 89 | — | |
| Hardin Capital Partners, LLC | SC | $215.5M | 140 | — | |
| OPTIMA CAPITAL LLC | OR | $215.4M | 159 | — | |
| NEXTBio Capital Management LP | TX | $215.4M | 24 | — | |
| Econ Financial Services Corp | PA | $215.4M | 74 | — | |
| Aull & Monroe Investment Management Corp | AL | $215.3M | 125 | — | |
| VIRTUS ADVISERS, LLC | CT | $215.2M | 495 | — | |
| Paul R. Ried Financial Group, LLC | WA | $215.1M | 41 | — | |
| Core Wealth Partners LLC | CA | $215.0M | 176 | — | |
| V2 Financial group LLC | IL | $214.7M | 108 | — | |
| Impala Asset Management LLC | FL | $214.6M | 26 | — | |
| Clarity Capital Advisors, LLC | FL | $214.6M | 95 | — | |
| Private Wealth Group, LLC | FL | $214.5M | 71 | — | |
| Tiger Pacific Capital LP | NY | $214.4M | 9 | — | |
| Share Andrew L. | NH | $214.3M | 16 | — | |
| Roubaix Capital, LLC | CO | $214.3M | 43 | — | |
| Taylor Securities Services, Inc. | PA | $214.2M | 55 | — | |
| Westhampton Capital, LLC | NC | $214.2M | 129 | — | |
| C M BIDWELL & ASSOCIATES LTD | HI | $214.1M | 483 | — | |
| EPIQ PARTNERS, LLC | MN | $214.0M | 83 | — | |
| Pachira Investments Inc. | CA | $214.0M | 72 | — | |
| Viewpoint Capital Management LLC | WA | $214.0M | 135 | — | |
| Midwest Capital Advisors, LLC | MI | $214.0M | 199 | — | |
| IES Holdings, Inc. | TX | $214.0M | 13 | — | |
| PKO BP BANKOWY Universal Pension Society JSC | R9 | $213.9M | 13 | — | |
| CONWAY CAPITAL MANAGEMENT, INC. | CA | $213.7M | 45 | — | |
| Serenity Investment Advisors | IL | $213.7M | 74 | — | |
| Rising Stella Capital Pte. Ltd | U0 | $213.6M | 3 | — | |
| Finley Financial, LLC | NV | $213.6M | 107 | — | |
| SOUTHERN CAPITAL ADVISORS, LLC | TN | $213.6M | 85 | — | |
| WJ Wealth Management, LLC | AZ | $213.6M | 70 | — | |
| Fire Capital Management LLC | CA | $213.5M | 108 | — | |
| Wealthcare Capital Partners, LLC | PA | $213.5M | 153 | — | |
| Level Wealth Management LLC | NC | $213.5M | 67 | — | |
| MOTIVE WEALTH ADVISORS | MI | $213.0M | 92 | — | |
| HMV Wealth Advisors, LLC | LA | $212.9M | 81 | — | |
| Sage Capital Management, LLC | NJ | $212.8M | 163 | — | |
| Pinnacle Family Advisors, LLC | MO | $212.8M | 135 | — | |
| Carl P. Sherr & Co., LLC | MA | $212.8M | 124 | — | |
| VESTIA PERSONAL WEALTH ADVISORS | IN | $212.8M | 99 | — | |
| CROBAN | OH | $212.6M | 73 | — | |
| COOPER/HAIMS ADVISORS, LLC | NY | $212.5M | 103 | — | |
| GRAND WEALTH MANAGEMENT, LLC | MI | $212.5M | 87 | — | |
| AFT, FORSYTH & COMPANY, INC. | FL | $212.4M | 123 | — | |
| Vestment Financial LLC | MN | $212.3M | 42 | — | |
| CVS HEALTH Corp | RI | $212.3M | 33 | — | |
| SALZHAUER MICHAEL | NY | $212.2M | 75 | — | |
| SPRENG CAPITAL MANAGEMENT, INC. | OH | $212.0M | 66 | — | |
| STAR Financial Bank | IN | $211.9M | 104 | — | |
| First Citizens Financial Corp | IA | $211.8M | 135 | — | |
| ARCADIA INVESTMENT ADVISORS LLC | ID | $211.8M | 81 | — | |
| Alliance Wealth Advisors, LLC | PA | $211.8M | 152 | — | |
| KIECKHEFER GROUP LLC | WI | $211.7M | 58 | — | |
| HRC WEALTH MANAGEMENT, LLC | ID | $211.7M | 59 | — | |
| Avid Wealth Partners LLC | TX | $211.6M | 71 | — | |
| Powers Capital, LLC | CA | $211.5M | 2 | — | |
| Sterling Group Wealth Management, LLC | CA | $211.4M | 58 | — | |
| Kessler Investment Group, LLC | IN | $211.3M | 79 | — | |
| PEOPLES FINANCIAL SERVICES CORP. | PA | $211.1M | 275 | — | |
| A&I FINANCIAL SERVICES, LLC | CO | $211.1M | 75 | — | |
| RHS Financial, LLC | CA | $211.1M | 146 | — | |
| CANERECTOR INC | A6 | $211.1M | 9 | — | |
| Signature Resources Capital Management, LLC | CA | $211.1M | 664 | — | |
| Norway Savings Bank | ME | $210.9M | 103 | — | |
| Unconventional Investor, LLC | NH | $210.6M | 46 | — | |
| BLUE SQUARE ASSET MANAGEMENT, LLC | NY | $210.6M | 70 | — | |
| United Airlines Holdings, Inc. | IL | $210.5M | 3 | — | |
| MTC Wealth Management LLC | FL | $210.5M | 13 | — | |
| Cohen Investment Advisors LLC | NH | $210.4M | 79 | — | |
| WESTBOURNE INVESTMENTS, INC. | VA | $210.3M | 141 | — | |
| Innova Wealth Partners | PA | $210.3M | 157 | — | |
| FSA WEALTH PARTNERS, INC. | MD | $210.3M | 58 | — | |
| Eurizon SLJ Capital Ltd | X0 | $210.3M | 167 | — | |
| Chou Associates Management Inc. | A6 | $210.3M | 31 | — | |
| CWC Advisors, LLC. | OR | $210.1M | 149 | — | |
| Thayer Partners, LLC / MA | PA | $210.1M | 94 | — | |
| CMG Global Holdings, LLC | TX | $209.9M | 96 | — | |
| P2 Capital Partners, LLC | NY | $209.9M | 10 | — | |
| GREAT HILL PARTNERS, L.P. | MA | $209.8M | 1 | — | |
| Blue Sky Capital Consultants Group, Inc. | CA | $209.7M | 76 | — | |
| R. W. Roge & Company, Inc. | NY | $209.7M | 65 | — | |
| Painted Porch Advisors LLC | CA | $209.5M | 67 | — | |
| Citadel Investment Advisory, Inc. | OH | $209.5M | 78 | — | |
| Kiker Wealth Management, LLC | GA | $209.4M | 132 | — | |
| Lynx Investment Advisory | DC | $209.2M | 181 | — | |
| GLYNN CAPITAL MANAGEMENT LLC | CA | $209.2M | 42 | — | |
| CAMPBELL CAPITAL MANAGEMENT INC | FL | $209.1M | 31 | — | |
| Adalta Capital Management LLC | NY | $209.1M | 97 | — | |
| BYRNE FINANCIAL FREEDOM, LLC | MA | $209.0M | 103 | — | |
| Allodium Investment Consultants, LLC | MN | $208.8M | 52 | — | |
| Plan A Wealth LLC | NE | $208.7M | 178 | — | |
| Bernzott Capital Advisors | CA | $208.7M | 38 | — | |
| ADE, LLC | MD | $208.6M | 86 | — | |
| MARSHALL INVESTMENT MANAGEMENT, LLC | CO | $208.5M | 274 | — | |
| STERLING INVESTMENT ADVISORS LLC /ADV | MO | $208.4M | 40 | — | |
| ELCO Management Co., LLC | NY | $208.4M | 170 | — | |
| Summit Place Financial Advisors, LLC | NJ | $208.2M | 106 | — | |
| Geneva Partners, LLC | WI | $208.2M | 63 | — | |
| STEINBERGANNA WEALTH MANAGEMENT | NY | $208.2M | 132 | — | |
| American State Bank (Iowa) | IA | $208.2M | 136 | — | |
| Estate Planners Group, LLC | PA | $208.1M | 73 | — | |
| Catawba River Capital | SC | $208.0M | 24 | — | |
| Ma Investment Partnership, LP | CA | $208.0M | 10 | — | |
| Wealth Intelligence, LLC | GA | $208.0M | 58 | — | |
| Fox Hill Wealth Management | MA | $207.9M | 117 | — | |
| HORIZON BANCORP INC /IN/ | IN | $207.9M | 206 | — | |
| BDFS Capital LLC | DE | $207.8M | 137 | — | |
| Kensington Investment Counsel, LLC | CA | $207.7M | 83 | — | |
| Hyperion Capital Advisors LP | NY | $207.7M | 68 | — | |
| Birchcreek Wealth Management, LLC | OH | $207.7M | 120 | — | |
| BRIGHTON SECURITIES CORP. | NY | $207.6M | 47 | — | |
| SECURITY NATIONAL BANK OF SO DAK | IA | $207.5M | 119 | — | |
| Reliant Investment Management, LLC | TN | $207.5M | 53 | — | |
| StepStone Group LP | CA | $207.5M | 18 | — | |
| MATRIX PRIVATE CAPITAL GROUP LLC | NY | $207.4M | 141 | — | |
| BlackDiamond Wealth Management, LLC | NY | $207.4M | 202 | — | |
| CIBRA Capital Ltd | X0 | $207.2M | 25 | — | |
| Richardson Capital Management LLC | WI | $207.1M | 394 | — | |
| Johnson Wealth Management, LLC | ND | $207.1M | 49 | — | |
| PLUSTICK MANAGEMENT LLC | VA | $207.1M | 21 | — | |
| NorthStar Asset Management LLC /NJ/ | NJ | $207.1M | 96 | — | |
| Tenret Co LLC | FL | $207.0M | 33 | — | |
| RETIREMITTEN FINANCIAL LLC | MI | $206.8M | 184 | — | |
| Chronos Wealth Management, LLC | FL | $206.7M | 38 | — | |
| Miller Capital Partners, Inc. | MI | $206.6M | 259 | — | |
| Infusive Asset Management Inc. | NY | $206.6M | 32 | — | |
| Melia Wealth LLC | OK | $206.6M | 22 | — | |
| Bank of Jackson Hole Trust | WY | $206.5M | 519 | — | |
| TABLEAUX LLC | MA | $206.5M | 113 | — | |
| Pacific Sun Financial Corp | CA | $206.5M | 201 | — | |
| Accent Capital Management, LLC | OH | $206.3M | 334 | — | |
| OxenFree Capital LLC | FL | $206.2M | 56 | — | |
| Werlinich Asset Management, LLC | CT | $206.2M | 56 | — | |
| All-Stars Investment Ltd | K3 | $206.1M | 4 | — | |
| STANCE CAPITAL LLC | MA | $206.1M | 281 | — | |
| Landing Point Financial Group, LLC | OH | $206.1M | 93 | — | |
| Alpha Family Trust | CA | $206.1M | 203 | — | |
| SOL Capital Management CO | MD | $206.0M | 52 | — | |
| May Barnhard Investments LLC | MD | $206.0M | 84 | — | |
| Harold Davidson & Associates Inc. | CA | $205.9M | 60 | — | |
| Alpine Investment Management Ltd | K3 | $205.9M | 10 | — | |
| Stenham Asset Management Ltd | Y7 | $205.9M | 18 | — | |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | NY | $205.8M | 97 | — | |
| SUMMIT SECURITIES GROUP LLC | NY | $205.7M | 823 | — | |
| GatePass Capital, LLC | OH | $205.7M | 170 | — | |
| JIM SAULNIER & ASSOCIATES, LLC | CO | $205.5M | 139 | — | |
| MN Wealth Advisors, LLC | KS | $205.4M | 122 | — | |
| Fortune 45 LLC | LA | $205.3M | 39 | — | |
| One Wealth Map LLC | NV | $205.3M | 84 | — | |
| Koesten, Hirschmann & Crabtree, INC. | KS | $205.2M | 41 | — | |
| Sentinel Advisory Group, LLC | WI | $205.2M | 53 | — | |
| apricus wealth, LLC | SC | $205.2M | 120 | — | |
| Aletheian Wealth Advisors LLC | WA | $205.2M | 97 | — | |
| Latko Wealth Management, Ltd. | IL | $205.1M | 36 | — | |
| Warburton Capital Management, LLC | OK | $205.1M | 68 | — | |
| Palmer Knight Co | FL | $204.9M | 32 | — | |
| Founders Capital Management | TX | $204.8M | 390 | — | |
| TAM Capital Management Inc. | CT | $204.8M | 7 | — | |
| Lauterbach Financial Advisors, LLC | TX | $204.8M | 79 | — | |
| UDINE WEALTH MANAGEMENT, INC. | FL | $204.7M | 35 | — | |
| WIMMER ASSOCIATES 1, LLC | CA | $204.7M | 110 | — | |
| FOCUS Wealth Advisors, LLC | TX | $204.6M | 59 | — | |
| QSM Asset Management Ltd | X0 | $204.2M | 25 | — | |
| Kapstone Financial Advisors LLC | OH | $204.1M | 154 | — | |
| Trademark Financial Management, LLC | MN | $204.1M | 102 | — | |
| Limestone Investment Advisors LP | NY | $204.0M | 154 | — | |
| BIRCHBROOK, INC. | ME | $203.9M | 291 | — | |
| Ironclad Investments LLC | FL | $203.9M | 3 | — | |
| Aufman Associates Inc | PA | $203.8M | 65 | — | |
| Pinnacle Wealth Management Group, Inc. | MI | $203.7M | 120 | — | |
| QVR LLC | CA | $203.6M | 36 | — | |
| Avondale Wealth Management | TX | $203.5M | 71 | — | |
| Optimize Financial Inc | CA | $203.3M | 297 | — | |
| True Blue (BVI) Ltd | D8 | $203.0M | 3 | — | |
| Visionary Horizons, LLC | TN | $203.0M | 128 | — | |
| Olistico Wealth, LLC | OK | $202.9M | 340 | — | |
| Riverstone Advisors, LLC | TX | $202.8M | 74 | — | |
| Trevian Wealth Management LLC | MA | $202.6M | 43 | — | |
| iSAM Funds (UK) Ltd | X0 | $202.5M | 291 | — | |
| Sharp Wealth Advisory, LLC | PA | $202.5M | 120 | — | |
| Arta Finance Wealth Management LLC | CA | $202.4M | 95 | — | |
| CarsonAllaria Wealth Management, Ltd. | IL | $202.4M | 69 | — | |
| Groupe des Assurances du Credit Mutuel | I0 | $202.4M | 5 | — | |
| Twin Securities, Inc. | NY | $202.3M | 16 | — | |
| 4Thought Financial Group Inc. | NY | $202.2M | 99 | — | |
| tru Independence LLC | OR | $202.2M | 102 | — | |
| Nipun Capital, L.P. | CA | $202.1M | 8 | — | |
| Brendel Financial Advisors LLC | NH | $202.1M | 95 | — | |
| Spectrum Planning & Advisory Services Inc. | CA | $202.1M | 114 | — | |
| Paragon Capital Management LLC | KS | $202.0M | 57 | — | |
| Heritage Wealth Management, Inc. | OH | $202.0M | 157 | — | |
| Pointe Capital Management LLC | MI | $201.9M | 153 | — | |
| Bull Street Advisors, LLC | GA | $201.9M | 94 | — | |
| Marmo Financial Group, LLC | TN | $201.9M | 38 | — | |
| ARWA LLC | TX | $201.8M | 149 | — | |
| Sowa Financial Group, Inc. | RI | $201.8M | 30 | — | |
| Griffith & Werner, Inc. | GA | $201.8M | 72 | — | |
| Brown Financial Advisory | AL | $201.6M | 49 | — | |
| Foundry Financial Group, Inc. | NH | $201.6M | 70 | — | |
| Prepared Retirement Institute LLC | PA | $201.5M | 79 | — | |
| Center For Asset Management LLC | FL | $201.3M | 144 | — | |
| DBA TRADING, LLC | FL | $201.3M | 39 | — | |
| Mountaineer Partners Management, LLC | NY | $201.3M | 16 | — | |
| Notis-McConarty Edward | MA | $201.3M | 72 | — | |
| Spectrum Investment Advisors, Inc. | WI | $201.3M | 46 | — | |
| LCW Services, LLC | VA | $201.3M | 39 | — | |
| First Bancorp, Inc /ME/ | ME | $201.2M | 132 | — | |
| Ridgepath Capital Management LLC | TN | $201.2M | 51 | — | |
| Cairn Investment Group, Inc. | WA | $201.2M | 63 | — | |
| STRAIGHTLINE GROUP LLC | MI | $201.1M | 17 | — | |
| CORNERSTONE ENTERPRISES, LLC | WI | $201.1M | 35 | — | |
| Integrity Financial Corp /WA | WY | $201.0M | 292 | — | |
| REDPOINT MANAGEMENT, LLC | CA | $201.0M | 3 | — | |
| Frederick Financial Consultants, LLC | MD | $201.0M | 109 | — | |
| Ausbil Investment Management Ltd | C3 | $201.0M | 60 | — | |
| Forager Capital Management, LLC | AL | $200.9M | 10 | — | |
| Torren Management, LLC | CA | $200.8M | 983 | — | |
| Nierenberg Investment Management Company, LLC | WA | $200.8M | 44 | — | |
| Legacy Wealth Managment, LLC/ID | ID | $200.8M | 1,038 | — | |
| Financial Freedom, LLC | OH | $200.8M | 426 | — | |
| Latigo Investments, LLC | FL | $200.7M | 14 | — | |
| EADS & HEALD WEALTH MANAGEMENT | GA | $200.7M | 140 | — | |
| Solano Wealth Investment Advisors LLC | CA | $200.7M | 34 | — | |
| FPC INVESTMENT ADVISORY, INC. | CA | $200.5M | 34 | — | |
| True Wind Capital Management, L.P. | CA | $200.4M | 2 | — | |
| WEST BANCORPORATION INC | IA | $200.4M | 98 | — | |
| Hara Capital LLC | WA | $200.4M | 311 | — |
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