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 6,001–6,250. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 25 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Main Line Retirement Advisors, LLC | MT | $200.3M | 48 | — | |
| Freshford Capital Management, LLC | NY | $200.2M | 19 | — | |
| AGP FRANKLIN, LLC | TN | $200.2M | 93 | — | |
| Guinness Atkinson Asset Management Inc | CA | $200.2M | 123 | — | |
| Constitution Capital LLC | CT | $200.1M | 61 | — | |
| Note Advisors, LLC | NY | $200.1M | 85 | — | |
| BELLEVUE ASSET MANAGEMENT, LLC | WA | $199.8M | 369 | — | |
| LRZ CAPITAL LLC | FL | $199.8M | 16 | — | |
| ALLEN WEALTH MANAGEMENT, LLC | NC | $199.8M | 59 | — | |
| Kerusso Capital Management LLC | NC | $199.7M | 53 | — | |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | NJ | $199.7M | 110 | — | |
| Charter Capital Management, LLC\DE | WI | $199.7M | 70 | — | |
| Arena Capital Advisors, LLC- CA | CA | $199.7M | 21 | — | |
| Sun Financial Inc | UT | $199.6M | 159 | — | |
| Point Windward Advisors Inc. | NY | $199.6M | 94 | — | |
| Fortis Advisors, LLC | PA | $199.6M | 119 | — | |
| Fairfield University | CT | $199.6M | 4 | — | |
| Sycale Advisors (NY) LLC | NY | $199.6M | 17 | — | |
| Sitrin Capital Management LLC | CA | $199.5M | 39 | — | |
| Northern Capital Management, Inc. | WA | $199.5M | 51 | — | |
| BROOKS, MOORE & ASSOCIATES, INC. | TN | $199.4M | 110 | — | |
| Signature Wealth Management Partners, LLC | NJ | $199.4M | 116 | — | |
| Crown Oak Advisors, LLC | CA | $199.4M | 23 | — | |
| Flower City Capital | NY | $199.3M | 46 | — | |
| LCM Capital Management Inc | IL | $199.3M | 110 | — | |
| Strategic Planning, Inc. | OH | $199.3M | 54 | — | |
| Prospera Capital Management, LLC | AZ | $199.3M | 45 | — | |
| Asset Advisory Group, Inc. | NJ | $199.3M | 116 | — | |
| Park Avenue Institutional Advisers LLC | NY | $199.2M | 5 | — | |
| Pullen Investment Management, LLC | FL | $199.2M | 98 | — | |
| Dilation Capital Management LP | NY | $199.2M | 20 | — | |
| AKUNA SECURITIES LLC | IL | $199.2M | 12 | — | |
| Plotkin Financial Advisors, LLC | MD | $199.1M | 100 | — | |
| Friedenthal Financial | NJ | $199.1M | 243 | — | |
| CAPE ANN SAVINGS BANK | MA | $199.0M | 121 | — | |
| Disciplined Equity Management, Inc. | FL | $199.0M | 44 | — | |
| Patrick Mauro Investment Advisor, INC. | IL | $198.9M | 40 | — | |
| Pennant Select, LLC | NJ | $198.9M | 15 | — | |
| Mendel Capital Management LLC | AR | $198.9M | 97 | — | |
| Gray Private Wealth, LLC | MA | $198.8M | 50 | — | |
| SAGE PRIVATE WEALTH GROUP, LLC | IL | $198.7M | 97 | — | |
| Niatross Investments Ltd | K3 | $198.7M | 1 | — | |
| Smith Thornton Advisors LLC | AL | $198.6M | 130 | — | |
| KilterHowling LLC | CO | $198.3M | 49 | — | |
| Four Tree Island Advisory LLC | NH | $198.2M | 23 | — | |
| Finer Wealth Management, Inc. | MA | $198.2M | 86 | — | |
| True Light Capital Pte. Ltd. | U0 | $197.9M | 8 | — | |
| Comprehensive Wealth Management, LLC | WA | $197.8M | 39 | — | |
| SPRING CAPITAL MANAGEMENT, LLC | TX | $197.8M | 49 | — | |
| Holos Integrated Wealth LLC | PA | $197.6M | 412 | — | |
| PLANNING DIRECTIONS INC | PA | $197.6M | 106 | — | |
| AMERIFLEX GROUP, INC. | NV | $197.6M | 1,112 | — | |
| Alpha Zero LLC | FL | $197.6M | 79 | — | |
| Clarity Asset Management, Inc. | IA | $197.5M | 290 | — | |
| Everest Management Corp. | CA | $197.4M | 72 | — | |
| Cross Staff Investments Inc | NY | $197.4M | 128 | — | |
| Privium Fund Management (UK) Ltd | X0 | $197.4M | 20 | — | |
| Enterprise Financial Services Corp | MO | $197.3M | 167 | — | |
| STONEHILL CAPITAL MANAGEMENT LLC | NY | $197.3M | 15 | — | |
| Gildi - lifeyrissjodur | K6 | $197.2M | 2 | — | |
| Socha Financial Group, LLC | NY | $197.2M | 14 | — | |
| Brucke Financial, Inc. | IN | $197.1M | 166 | — | |
| Barnes Wealth Management Group, Inc | CA | $197.1M | 184 | — | |
| ISLAY CAPITAL MANAGEMENT, LLC | TX | $197.0M | 204 | — | |
| Fort Vancouver Investment Management, LLC | WA | $197.0M | 59 | — | |
| RLH Capital LLC | NY | $196.8M | 108 | — | |
| Inherent Management Corp. | NY | $196.8M | 9 | — | |
| OGBORNE CAPITAL MANAGEMENT, LLC | CA | $196.7M | 11 | — | |
| Piedmont Capital Management, LLC | MT | $196.6M | 50 | — | |
| LFA - Lugano Financial Advisors SA | V8 | $196.6M | 223 | — | |
| Cunning Capital Partners, LP | NC | $196.5M | 56 | — | |
| Darden Wealth Group Inc | MI | $196.2M | 150 | — | |
| Fortune Financial Advisors, LLC | KS | $196.2M | 148 | — | |
| CYRUS CAPITAL PARTNERS, L.P. | NY | $196.2M | 6 | — | |
| SWP FINANCIAL LLC | CA | $196.1M | 71 | — | |
| Navis Wealth Advisors, LLC | NY | $196.0M | 175 | — | |
| Legacy Wealth Advisors, LLC | FL | $196.0M | 109 | — | |
| PENINSULA ASSET MANAGEMENT INC | FL | $195.8M | 53 | — | |
| AUA CAPITAL MANAGEMENT, LLC | PA | $195.7M | 80 | — | |
| Mirabaud Asset Management (France) SAS | I0 | $195.7M | 12 | — | |
| Cerity Partners Retirement Plan Advisors LLC | NY | $195.7M | 31 | — | |
| Tudor Financial Inc. | OH | $195.6M | 139 | — | |
| Edenbrook Capital, LLC | NY | $195.6M | 4 | — | |
| SCHOLTZ & COMPANY, LLC | CT | $195.4M | 49 | — | |
| AYAL Capital Advisors Ltd | A6 | $195.4M | 38 | — | |
| Mission Hills Financial Advisory, LLC | CA | $195.3M | 54 | — | |
| Revere Asset Management, Inc | TX | $195.2M | 27 | — | |
| International City Management Association Retirement Corp | DC | $195.2M | 6 | — | |
| Yardley Wealth Management LLC | PA | $195.1M | 36 | — | |
| Horizon Advisory Services, Inc. | NY | $195.1M | 47 | — | |
| Castleview Partners, LLC | TX | $195.1M | 200 | — | |
| W ADVISORS, LLC | TN | $195.1M | 141 | — | |
| Crestview Partners III GP, L.P. | NY | $195.0M | 2 | — | |
| Noble Wealth Management PBC | CO | $195.0M | 580 | — | |
| Lantern Wealth Advisors, LLC | NY | $195.0M | 174 | — | |
| WestCap Management, LLC | CA | $194.9M | 2 | — | |
| Tower View Wealth Management LLC | WI | $194.8M | 204 | — | |
| Symphony Financial Services, Inc. | OH | $194.8M | 99 | — | |
| Wynn Capital, LLC | GA | $194.7M | 107 | — | |
| Next Level Wealth Planning, LLC | ID | $194.7M | 73 | — | |
| Clayton Financial Group LLC | MO | $194.7M | 614 | — | |
| Cassia Capital Partners, LLC | NC | $194.4M | 67 | — | |
| KANE INVESTMENT MANAGEMENT, INC. | CA | $194.4M | 99 | — | |
| Treasure Coast Financial Planning | FL | $194.3M | 48 | — | |
| Pettee Investors, Inc. | CT | $194.2M | 115 | — | |
| Exit Wealth Advisors, LLC. | GA | $194.2M | 130 | — | |
| OEP CAPITAL ADVISORS, L.P. | NY | $194.1M | 1 | — | |
| IFS Advisors, LLC | KS | $194.0M | 217 | — | |
| True Vision MN LLC | MN | $193.9M | 98 | — | |
| OMNI 360 Wealth, Inc. | NJ | $193.8M | 125 | — | |
| Evergreen Wealth Management, LLC | MI | $193.7M | 54 | — | |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | R9 | $193.7M | 146 | — | |
| Sea Cliff Partners Management, LP | CA | $193.7M | 13 | — | |
| Rainwater Charitable Foundation | TX | $193.7M | 4 | — | |
| VVR Holdings LLC | WA | $193.6M | 39 | — | |
| BankPlus Wealth Management LLC | MS | $193.5M | 117 | — | |
| Legal Advantage Investments, Inc. | CA | $193.5M | 79 | — | |
| BostonPremier Wealth LLC | MA | $193.5M | 70 | — | |
| Mitsubishi UFJ Asset Management (UK) Ltd. | X0 | $193.5M | 96 | — | |
| Topel & Distasi Wealth Management, LLC | CA | $193.5M | 58 | — | |
| JACKSON HILL ADVISORS, LLC | TX | $193.4M | 13 | — | |
| Broadway Wealth Solutions, Inc. | TX | $193.4M | 95 | — | |
| waypoint wealth counsel | GA | $193.4M | 229 | — | |
| Ayrshire Capital Management LLC | CT | $193.3M | 50 | — | |
| Banque de Luxembourg S.A. | N4 | $193.3M | 75 | — | |
| 17 CAPITAL PARTNERS, LLC | AZ | $193.2M | 170 | — | |
| RH Tailwind Management, LLC | PA | $193.2M | 23 | — | |
| Lloyd Harbor Capital Management, LLC | NY | $193.2M | 20 | — | |
| Downshift Financial, LLC | CO | $193.2M | 77 | — | |
| Cassady Wealth & Retirement Planning, LLC | NV | $193.1M | 101 | — | |
| PROMETHIUM ADVISORS,LLC | MD | $193.1M | 112 | — | |
| Galilei Investment Office LLP | X0 | $193.0M | 25 | — | |
| Carson Advisory Inc. | GA | $192.9M | 188 | — | |
| OmniStar Financial Group, Inc. | NC | $192.8M | 108 | — | |
| Athena Investment Management | CA | $192.8M | 153 | — | |
| RCS Financial Planning, LLC | MD | $192.8M | 98 | — | |
| Whipplewood Advisors, LLC | CO | $192.7M | 1,065 | — | |
| Keystone Financial Group, Inc. | GA | $192.4M | 134 | — | |
| Client First Investment Management LLC | WI | $192.4M | 16 | — | |
| Gross & Hartman Investments LLC | PA | $192.3M | 72 | — | |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | KY | $192.2M | 113 | — | |
| Westview Management dba Westview Investment Advisors | VT | $192.2M | 70 | — | |
| KRM WEALTH MANAGEMENT L.L.C. | NV | $191.9M | 43 | — | |
| Intelligent Financial Strategies | MN | $191.9M | 62 | — | |
| RIVERCHASE WEALTH MANAGEMENT, LLC | TX | $191.9M | 73 | — | |
| Values First Advisors, Inc. | TN | $191.9M | 179 | — | |
| C V STARR & CO INC | NY | $191.8M | 5 | — | |
| CORRADO ADVISORS, LLC | NJ | $191.7M | 115 | — | |
| Arch Global Advisors, LLC | NY | $191.6M | 53 | — | |
| CINCINNATI CASUALTY CO | OH | $191.5M | 24 | — | |
| VAUGHAN & Co SECURITIES, INC. | NJ | $191.4M | 57 | — | |
| Prime Buchholz LLC | NH | $191.3M | 22 | — | |
| GRANVILLE CAPITAL, INC. | NC | $191.3M | 86 | — | |
| Pennsylvania State University | PA | $191.3M | 2 | — | |
| Sharp Capital Gestora de Recursos Ltda. | D5 | $191.2M | 6 | — | |
| Lipe & Dalton | NY | $191.0M | 92 | — | |
| TFB Advisors LLC | KS | $191.0M | 180 | — | |
| Birch Capital Management, LLC | TX | $190.8M | 78 | — | |
| Mill Road Capital Management LLC | CT | $190.8M | 24 | — | |
| ELEVATUS WELATH MANAGEMENT | NY | $190.8M | 141 | — | |
| HG Vora Capital Management, LLC | NY | $190.8M | 7 | — | |
| Kentucky Trust Co | KY | $190.8M | 311 | — | |
| Shearwater Capital LLC | CO | $190.7M | 71 | — | |
| Junk Investment Group, LLC | MD | $190.7M | 88 | — | |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | MN | $190.6M | 88 | — | |
| GuidedMoney, LLC | WI | $190.5M | 29 | — | |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | KS | $190.3M | 19 | — | |
| Coign Capital Advisors LLC | UT | $190.3M | 80 | — | |
| Rachor Investment Advisory Services, LLC | MI | $190.3M | 464 | — | |
| Western Standard LLC | CA | $190.2M | 23 | — | |
| Resolute Capital Asset Partners LLC | CO | $190.1M | 41 | — | |
| Harspring Capital Management, LLC | NY | $190.1M | 14 | — | |
| Harrington Investments, INC | CA | $190.0M | 84 | — | |
| Green Ridge Wealth Planning LLC | NJ | $190.0M | 86 | — | |
| Camarda Financial Advisors, LLC | FL | $190.0M | 104 | — | |
| Andrews Advisory Associates, LLC | HI | $189.9M | 82 | — | |
| Leslie Global Wealth, LLC | IL | $189.8M | 79 | — | |
| Smallwood Wealth Investment Management, LLC | NJ | $189.7M | 527 | — | |
| Sheridan Capital Management, LLC | CA | $189.7M | 31 | — | |
| Bradley & Co. Private Wealth Management, LLC | FL | $189.7M | 215 | — | |
| Financial Architects, LLC | GA | $189.6M | 25 | — | |
| Laurel Wealth Planning LLC | MN | $189.6M | 59 | — | |
| Pacific Point Advisors, LLC | CA | $189.5M | 133 | — | |
| Steffes Financial, Ltd. | KS | $189.5M | 32 | — | |
| PRAGMA GESTAO DE PATRIMONIO LTD | D5 | $189.3M | 18 | — | |
| Horizon Family Wealth, Inc. | IL | $189.3M | 88 | — | |
| North Berkeley Wealth Management, LLC | CA | $189.2M | 73 | — | |
| Fortitude Financial, LLC | WA | $189.0M | 39 | — | |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | CT | $188.9M | 510 | — | |
| Gouws Capital LLC | NC | $188.9M | 58 | — | |
| Wasserstein Management, L.P. | NY | $188.8M | 4 | — | |
| MPWM ADVISORY SOLUTIONS, LLC | GA | $188.8M | 577 | — | |
| Two West Capital Advisors LLC | KS | $188.7M | 96 | — | |
| PTM WEALTH MANAGEMENT, LLC | PA | $188.7M | 56 | — | |
| First City Capital Management, Inc. | GA | $188.7M | 160 | — | |
| Midwest Financial Partners Investments, Inc. | MN | $188.6M | 76 | — | |
| Grant Private Wealth Management Inc | CA | $188.5M | 154 | — | |
| Jones Kertz & Associates, Inc. | MN | $188.3M | 66 | — | |
| Beckerman Institutional, LLC | NJ | $188.2M | 121 | — | |
| Strive Financial Group ,LLC | IN | $188.1M | 720 | — | |
| Axis Wealth Partners, LLC | RI | $188.1M | 174 | — | |
| Sylvest Advisors, LLC | TX | $188.0M | 70 | — | |
| KEYNOTE FINANCIAL SERVICES LLC | CT | $188.0M | 174 | — | |
| HARVEST MANAGEMENT LLC | NY | $187.9M | 43 | — | |
| Everstar Asset Management, LLC | NC | $187.9M | 186 | — | |
| Starwood Capital Group Management, L.L.C. | FL | $187.8M | 6 | — | |
| Winthrop Partners - WNY, LLC | NY | $187.7M | 87 | — | |
| Destiny Capital Corp/CO | CO | $187.7M | 53 | — | |
| Independence Wealth Advisors, LLC | OH | $187.6M | 90 | — | |
| Davidson Kahn Capital Management, LLC | CA | $187.6M | 62 | — | |
| Boomfish Wealth Group, LLC | GA | $187.3M | 87 | — | |
| First County Bank /CT/ | CT | $187.3M | 162 | — | |
| Transmarket Holdings LP | IL | $187.2M | 39 | — | |
| Chokshi & Queen Wealth Advisors, Inc | CA | $187.2M | 64 | — | |
| Wingate Wealth Advisors, Inc. | MA | $187.1M | 121 | — | |
| Pearl Planning LLC | MI | $187.1M | 52 | — | |
| Carroll Investors, Inc | SC | $187.1M | 31 | — | |
| BEACON ADVISORS HOLDINGS, LLC | TX | $187.0M | 37 | — | |
| Darwins River Capital, LP | NY | $186.8M | 38 | — | |
| HOGE FINANCIAL SERVICES, LLC | PA | $186.8M | 72 | — | |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | VA | $186.8M | 55 | — | |
| Whalen Wealth Management Inc. | NV | $186.7M | 174 | — | |
| AMANSA CAPITAL PTE. LTD. | U0 | $186.7M | 2 | — | |
| Hurley Capital, LLC | NY | $186.4M | 627 | — | |
| Signature Equity Partners, LLC | OH | $186.3M | 1,550 | — | |
| Cederberg Capital Ltd | X0 | $186.3M | 11 | — | |
| Oakum Bay Capital LLC | CT | $186.3M | 87 | — | |
| Battery Global Advisors, LLC | MA | $186.2M | 154 | — | |
| ALETHEA CAPITAL MANAGEMENT, LLC | WA | $186.1M | 13 | — | |
| Aubrey Capital Management Ltd | X0 | $186.1M | 50 | — | |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | TX | $186.1M | 14 | — | |
| Greater Midwest Financial Group, LLC | MN | $186.1M | 65 | — | |
| Aspen Wealth Strategies, LLC | CO | $186.1M | 88 | — | |
| Rings Capital Management LLC | IL | $186.1M | 7 | — | |
| Hofer & Associates. Inc | CA | $186.1M | 64 | — | |
| STRATEGIC VALUE BANK PARTNERS LLC | OH | $186.1M | 14 | — | |
| Merrion Investment Management Co, LLC | NJ | $186.1M | 109 | — | |
| LONESTAR CAPITAL MANAGEMENT LLC | CA | $186.0M | 26 | — | |
| Pacific Wealth Management | CA | $185.9M | 20 | — | |
| Kearns & Associates LLC | CA | $185.9M | 40 | — | |
| Lombard Odier Asset Management (USA) Corp | NY | $185.9M | 197 | — | |
| Envision Financial LLC | WI | $185.8M | 46 | — | |
| Meixler Investment Management, Ltd. | AZ | $185.8M | 88 | — | |
| Spectrum Strategic Capital Management, LLC | OR | $185.8M | 76 | — | |
| Loudon Investment Management, LLC | NH | $185.8M | 95 | — | |
| Hansen & Associates Financial Group, Inc. | CA | $185.8M | 42 | — | |
| Novak & Powell Financial Services, Inc. | FL | $185.6M | 163 | — | |
| PACIFIC FINANCIAL GROUP INC | TN | $185.6M | 87 | — | |
| Graney & King, LLC | NY | $185.5M | 370 | — | |
| Financial Alternatives, Inc | CA | $185.5M | 79 | — |
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 2026-06-25 · base rates recomputed 2026-07-31 · how we test