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 6,251–6,500. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 26 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| PINNEY & SCOFIELD, INC. | MA | $185.4M | 243 | — | |
| Baron Financial Group, LLC | NJ | $185.4M | 53 | — | |
| J HAGAN CAPITAL, INC. | KY | $185.3M | 83 | — | |
| Capasso Planning Partners LLC | SC | $185.3M | 73 | — | |
| Valley Financial Group, Inc. | PA | $185.3M | 63 | — | |
| BCK Partners, Inc. | NY | $185.2M | 26 | — | |
| Glenorchy Capital Ltd | C3 | $185.0M | 62 | — | |
| PANORAMIC INVESTMENT ADVISORS, LLC | CO | $184.9M | 130 | — | |
| Walker Asset Management, LLC | MO | $184.9M | 145 | — | |
| Arcadia Wealth Management, Inc. | NY | $184.8M | 55 | — | |
| CATALYST PRIVATE WEALTH, LLC | CA | $184.6M | 76 | — | |
| Kellett Wealth Advisors, LLC | OH | $184.5M | 79 | — | |
| MRWM Advisors, LLC | TN | $184.4M | 74 | — | |
| Forum Finance Group S.A. | V8 | $184.4M | 321 | — | |
| Stephenson & Company, Inc. | CA | $184.4M | 43 | — | |
| ARRIEN INVESTMENTS, INC. | ID | $184.4M | 46 | — | |
| Sachetta, LLC | MA | $184.4M | 1,074 | — | |
| Integrity Investment Advisors, LLC | CO | $184.4M | 74 | — | |
| CASTLEKEEP INVESTMENT ADVISORS LLC | CT | $184.4M | 66 | — | |
| Index Venture Growth Associates V Ltd | Y9 | $184.3M | 3 | — | |
| DEFINE FINANCIAL, LLC | CA | $184.3M | 41 | — | |
| GSI Capital Advisors LLC | CA | $184.2M | 29 | — | |
| HARBOUR INVESTMENT MANAGEMENT LLC | WA | $184.2M | 101 | — | |
| Tassel Capital Management, Inc. | NC | $184.1M | 37 | — | |
| Mullaney, Keating & Wright, Inc. | CT | $184.1M | 68 | — | |
| KMT WEALTH MANAGEMENT, LLC | CA | $184.0M | 17 | — | |
| Longview Financial Advisors LLC | CA | $184.0M | 157 | — | |
| RFP Financial Group LLC | GA | $184.0M | 62 | — | |
| Ameraudi Asset Management, Inc. | NY | $183.9M | 42 | — | |
| SARD WEALTH MANAGEMENT GROUP, LLC | GA | $183.9M | 60 | — | |
| Eliot Finkel Investment Counsel, LLC | CA | $183.9M | 32 | — | |
| Attessa Capital LLC | AZ | $183.8M | 35 | — | |
| Monashee Investment Management LLC | MA | $183.8M | 45 | — | |
| FourWorld Capital Management LLC | NY | $183.7M | 19 | — | |
| Investments & Financial Planning, LLC | KY | $183.7M | 36 | — | |
| Kure Advisory, LLC | MN | $183.6M | 56 | — | |
| General Catalyst Group Management, LLC | MA | $183.6M | 12 | — | |
| Global Wealth Management, LLC | NJ | $183.4M | 44 | — | |
| GLR Partners, LLC | MD | $183.3M | 100 | — | |
| Guardian Wealth Management, Inc. | IL | $183.2M | 61 | — | |
| Vision Capital Corp | A6 | $183.2M | 9 | — | |
| Finivi Inc. | MA | $183.1M | 103 | — | |
| KENNICOTT CAPITAL MANAGEMENT LLC | CA | $183.1M | 46 | — | |
| Oxford Wealth Group, LLC | FL | $183.1M | 88 | — | |
| Kamunting Street Capital Management, L.P. | FL | $183.0M | 28 | — | |
| Meridian Financial Advisors, LLC | MA | $183.0M | 141 | — | |
| Babb Wealth Advisors LLC | AZ | $182.9M | 19 | — | |
| McDonough Capital Management, Inc | FL | $182.9M | 50 | — | |
| Northland Capital Management LLC | MN | $182.9M | 31 | — | |
| Ring Mountain Capital, LLC | CA | $182.8M | 94 | — | |
| SUTTON PLACE INVESTORS LLC | NY | $182.8M | 136 | — | |
| Quantedge Capital Pte Ltd | U0 | $182.8M | 51 | — | |
| Claris Financial LLC | VA | $182.8M | 177 | — | |
| Ampersand Capital Group, L.P. | CA | $182.8M | 7 | — | |
| Insight Inv LLC | CA | $182.7M | 104 | — | |
| WESPAC Advisors, LLC | CA | $182.6M | 178 | — | |
| Stegner Investment Associates Inc. | KY | $182.6M | 29 | — | |
| MWA Asset Management | MA | $182.6M | 126 | — | |
| Sage Advisory Services, Ltd.Co. | TX | $182.6M | 42 | — | |
| Meriwether Wealth & Planning, LLC | LA | $182.6M | 126 | — | |
| Nutshell Asset Management Ltd | X0 | $182.5M | 34 | — | |
| Trivant Custom Portfolio Group, LLC | CA | $182.4M | 82 | — | |
| CLEARFIELD CAPITAL MANAGEMENT LP | NY | $182.3M | 16 | — | |
| WISCONSIN CAPITAL MANAGEMENT LLC | WI | $182.2M | 51 | — | |
| R Squared Ltd | K3 | $182.1M | 477 | — | |
| Dempze Nancy E | MA | $182.1M | 92 | — | |
| Cosner Financial Group, LLC | CO | $182.1M | 34 | — | |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | CO | $182.0M | 106 | — | |
| Oak Wealth Advisors LLC | IL | $182.0M | 57 | — | |
| TILIA FIDUCIARY PARTNERS, INC. | NC | $182.0M | 115 | — | |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | NH | $182.0M | 329 | — | |
| LAM GROUP, INC. | OR | $182.0M | 136 | — | |
| Anderson Financial Strategies, LLC | OH | $181.9M | 32 | — | |
| Elefante Mark B | MA | $181.8M | 58 | — | |
| Cladis Investment Advisory, LLC | MT | $181.7M | 159 | — | |
| HFG Wealth Management, LLC | TX | $181.7M | 50 | — | |
| DELTA CAPITAL MANAGEMENT LLC | NJ | $181.7M | 104 | — | |
| Silverberg Bernstein Capital Management LLC | NY | $181.5M | 68 | — | |
| Successful Portfolios LLC | FL | $181.4M | 188 | — | |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | NE | $181.3M | 14 | — | |
| VestGen Investment Management | NJ | $181.3M | 216 | — | |
| CLARK FINANCIAL SERVICES GROUP INC /BD | MO | $181.3M | 110 | — | |
| WOLFF WIESE MAGANA LLC | CA | $181.2M | 983 | — | |
| RIDGECREST WEALTH PARTNERS, LLC | CA | $181.2M | 96 | — | |
| Trust Co of Kansas | KS | $181.1M | 56 | — | |
| American Trust Investment Advisors, LLC | NH | $181.0M | 76 | — | |
| Tower Wealth Partners, Inc. | PA | $180.9M | 87 | — | |
| Valor Management LLC | IL | $180.9M | 5 | — | |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | CA | $180.9M | 93 | — | |
| AF Advisors, Inc. | CA | $180.9M | 26 | — | |
| MB Generational Wealth, LLC | WA | $180.8M | 66 | — | |
| My Portfolio Guide, LLC | CA | $180.8M | 166 | — | |
| Ballast Rock Private Wealth LLC | SC | $180.8M | 177 | — | |
| INTERCAPITAL, LLC | TX | $180.7M | 66 | — | |
| Frazier Financial Advisors, LLC | OH | $180.6M | 836 | — | |
| Hamrick Investment Counsel, llc | WA | $180.5M | 359 | — | |
| Aurora Investment Counsel | GA | $180.3M | 106 | — | |
| Alchemi Wealth, LLC | CT | $180.2M | 155 | — | |
| Monument Group Wealth Advisors, LLC | MA | $180.2M | 43 | — | |
| Knoll Capital Management, LLC | FL | $180.2M | 37 | — | |
| FAIRFIELD, BUSH & CO. | CT | $180.1M | 119 | — | |
| Coastwise Capital Group, LLC | CA | $180.1M | 128 | — | |
| AMIRAL GESTION | I0 | $180.0M | 16 | — | |
| Three Cord True Wealth Management, LLC | PA | $180.0M | 39 | — | |
| Prospect Capital Advisors, LLC | CA | $179.9M | 28 | — | |
| Lancaster Investment Management | X0 | $179.7M | 8 | — | |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | MI | $179.7M | 96 | — | |
| VIAWEALTH, LLC | KS | $179.7M | 159 | — | |
| Robinson Value Management, Ltd. | TX | $179.7M | 73 | — | |
| Financial Designs Corp | CA | $179.6M | 40 | — | |
| Ategra Capital Management, LLC | VA | $179.6M | 23 | — | |
| McBroom & Associates, LLC | NV | $179.5M | 36 | — | |
| CONSCIOUS WEALTH INVESTMENTS, LLC | GA | $179.5M | 58 | — | |
| Mink Brook Asset Management LLC | FL | $179.2M | 54 | — | |
| Heritage Wealth Management, Inc. /CA/ | CA | $179.2M | 93 | — | |
| SANTA MONICA PARTNERS LP | FL | $179.1M | 13 | — | |
| Pacific Asset Management, LLC | WA | $179.1M | 70 | — | |
| EJMK Ventures LLC | IL | $179.0M | 167 | — | |
| Anchorage Capital Advisors, L.P. | NY | $179.0M | 5 | — | |
| Semus Wealth Partners LLC | FL | $179.0M | 110 | — | |
| David J Yvars Group | FL | $178.9M | 92 | — | |
| WATERFALL ASSET MANAGEMENT, LLC | NY | $178.8M | 20 | — | |
| Lake Hills Wealth Management, LLC | TX | $178.8M | 62 | — | |
| Swisher Financial Concepts, Inc. | OH | $178.7M | 102 | — | |
| Base Wealth Management LLC | FL | $178.7M | 60 | — | |
| COBALT CAPITAL MANAGEMENT, INC. | NJ | $178.6M | 24 | — | |
| Brookmont Capital Management | TX | $178.6M | 59 | — | |
| BFI Infinity Ltd. | V8 | $178.3M | 61 | — | |
| Presima Securities ULC | A8 | $178.3M | 48 | — | |
| Counterweight Ventures, LLC | NC | $178.2M | 80 | — | |
| Kingsman Wealth Management, Inc. | FL | $178.2M | 70 | — | |
| Soviero Asset Management, LP | NY | $178.1M | 50 | — | |
| Clay Northam Wealth Management, LLC | CA | $178.1M | 101 | — | |
| IvyRock Asset Management (HK) Ltd | K3 | $177.9M | 25 | — | |
| Ryan Investment Management, Inc. | CO | $177.8M | 20 | — | |
| Echo45 Advisors LLC | CA | $177.8M | 76 | — | |
| Cromwell Holdings LLC | WY | $177.8M | 1,036 | — | |
| Wealth Science Advisors LLC | GA | $177.7M | 203 | — | |
| North Ridge Wealth Advisors, Inc. | OR | $177.7M | 193 | — | |
| Cornerstone Wealth, LLC/TN | TN | $177.7M | 96 | — | |
| Ledgewood Wealth Advisors, LLC | NH | $177.7M | 73 | — | |
| Ararat Capital Management LP | CT | $177.6M | 15 | — | |
| StoryOne LLC | KS | $177.4M | 73 | — | |
| Ballew Advisors, Inc | MS | $177.4M | 118 | — | |
| Hilton Head Capital Partners, LLC | SC | $177.3M | 989 | — | |
| BEACONLIGHT CAPITAL, LLC | NY | $177.3M | 33 | — | |
| Arlington Capital Management, Inc. | IL | $177.3M | 111 | — | |
| Element Squared LLC | MN | $177.3M | 42 | — | |
| Wealth Forward, LLC | ND | $177.2M | 43 | — | |
| Archon Capital Management LLC | WA | $177.2M | 45 | — | |
| Paloma Partners Management Co | CT | $177.1M | 43 | — | |
| CAP Partners, LLC | TN | $177.1M | 146 | — | |
| Sphera Management Technology Funds Ltd | L3 | $177.0M | 54 | — | |
| Alden Global Capital LLC | FL | $177.0M | 14 | — | |
| ANDERA PARTNERS | I0 | $176.9M | 7 | — | |
| Cetera Trust Company, N.A | MN | $176.9M | 351 | — | |
| GERBER, LLC | OH | $176.8M | 87 | — | |
| SECURED RETIREMENT ADVISORS, LLC | MN | $176.7M | 130 | — | |
| Lexington Hill Partners, LLC | TX | $176.6M | 78 | — | |
| XXI WEALTH, LLC | IL | $176.5M | 209 | — | |
| St. Louis Financial Planners Asset Management, LLC | MO | $176.4M | 33 | — | |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | MA | $176.4M | 81 | — | |
| RPS ADVISORY SOLUTIONS LLC | KY | $176.3M | 108 | — | |
| Steadtrust LLC | TX | $176.3M | 123 | — | |
| Cornerstone Wealth Partners, LLC | MI | $176.3M | 19 | — | |
| Beacon Financial Strategies CORP | NC | $176.2M | 177 | — | |
| NVP ASSOCIATES, LLC | CA | $176.2M | 5 | — | |
| PARAGON FINANCIAL PARTNERS, INC. | CA | $176.1M | 76 | — | |
| ATMOS ADVISORY, LLC | PA | $176.1M | 20 | — | |
| Farrow Financial, Inc. | VT | $176.1M | 53 | — | |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | NY | $176.0M | 19 | — | |
| 4J Wealth Management LLC | VA | $175.9M | 101 | — | |
| Align Financial, LLC | MN | $175.9M | 373 | — | |
| Lifetime Wealth Management P.C. | TX | $175.8M | 86 | — | |
| Taylor Frigon Capital Management LLC | AZ | $175.8M | 93 | — | |
| Nolet Wealth Management, LLC | TX | $175.7M | 92 | — | |
| BOYAR ASSET MANAGEMENT INC. | NY | $175.7M | 78 | — | |
| Birchview Capital, LP | VT | $175.7M | 73 | — | |
| RESOLUTE WEALTH ADVISOR, INC. | OH | $175.7M | 78 | — | |
| Tevis Investment Management | TX | $175.6M | 99 | — | |
| EVR Research LP | VA | $175.6M | 29 | — | |
| Flywheel Private Wealth LLC | CA | $175.6M | 104 | — | |
| InTrack Investment Management Inc | VT | $175.5M | 108 | — | |
| Providence Financial Advisors, LLC | KS | $175.5M | 59 | — | |
| Sterling Wealth Advisors Inc | FL | $175.4M | 20 | — | |
| Taylor & Morgan Wealth Management, LLC | MI | $175.3M | 79 | — | |
| Oceanside Advisors LLC | SC | $175.3M | 53 | — | |
| Humankind Investments LLC | NY | $175.1M | 20 | — | |
| Draper Asset Management, LLC | NY | $175.1M | 21 | — | |
| Momentous Wealth Management, Inc. | WA | $175.0M | 41 | — | |
| BAIN CAPITAL VENTURE INVESTORS, LLC | MA | $175.0M | 4 | — | |
| Braeburn Wealth Management LLC | MI | $175.0M | 85 | — | |
| William Mack & Associates, Inc. | MI | $174.9M | 73 | — | |
| LOWERY THOMAS, LLC | CA | $174.9M | 55 | — | |
| Aegis Wealth Management LLC | MD | $174.9M | 118 | — | |
| Basepoint Wealth LLC | IA | $174.8M | 643 | — | |
| LifeGoal Investments, LLC | NY | $174.7M | 112 | — | |
| Sunbeam Capital Management, LLC | GA | $174.7M | 112 | — | |
| Delos Wealth Advisors, LLC | TX | $174.7M | 253 | — | |
| SCRATCH CAPITAL LLC | ID | $174.6M | 45 | — | |
| GS Investments, Inc. | MN | $174.6M | 134 | — | |
| Granby Capital Management, LLC | FL | $174.5M | 14 | — | |
| Kaufman Rossin Wealth, LLC | FL | $174.5M | 98 | — | |
| Mudrick Capital Management, L.P. | NY | $174.4M | 3 | — | |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | FL | $174.4M | 32 | — | |
| American Airlines Group Inc. | TX | $174.4M | 1 | — | |
| CNO Financial Group, Inc. | IN | $174.4M | 8 | — | |
| ADVANCED MICRO DEVICES INC | CA | $174.4M | 4 | — | |
| Councilmark Asset Management, LLC | TN | $174.3M | 85 | — | |
| MELFA WEALTH MANAGEMENT, INC. | MA | $174.2M | 195 | — | |
| EHRLICH FINANCIAL GROUP | CA | $174.0M | 112 | — | |
| Guardian Wealth Advisors, LLC | MN | $173.9M | 64 | — | |
| Solas Capital Management, LLC | CT | $173.9M | 22 | — | |
| Breakout Capital Partners, LP | NY | $173.9M | 8 | — | |
| Echo Wealth Management, LLC | MN | $173.7M | 47 | — | |
| Vermillion & White Wealth Management Group, LLC | PA | $173.6M | 65 | — | |
| GOLDEN ROAD ADVISORS LLC | FL | $173.6M | 53 | — | |
| Coordinated Financial Services, Inc. | CO | $173.3M | 175 | — | |
| Innovative Asset Advisors Group, LLC | CT | $173.2M | 1,039 | — | |
| Forbes Financial Planning, Inc. | RI | $173.1M | 38 | — | |
| Capital Today Evergreen Fund, L.P. | E9 | $173.0M | 3 | — | |
| Pensionfund PDN | P7 | $172.9M | 76 | — | |
| Dynamic Wealth Strategies, LLC | CA | $172.9M | 288 | — | |
| Marest Capital, LLC | CA | $172.9M | 29 | — | |
| Royalty Pharma Sub-Manager, LLC | NY | $172.8M | 4 | — | |
| Bullseye Asset Management LLC | CO | $172.7M | 60 | — | |
| SANDER CAPITAL ADVISORS INC | WA | $172.7M | 12 | — | |
| PETERSON WEALTH MANAGEMENT | NV | $172.5M | 166 | — | |
| Godshalk Welsh Capital Management, Inc. | PA | $172.5M | 129 | — | |
| Saxony Capital Management, LLC | MO | $172.3M | 161 | — | |
| Tiptree Advisors, LLC | NY | $172.3M | 22 | — | |
| Columbia River Financial Group, LLC | WA | $172.3M | 58 | — | |
| PRENTISS SMITH & CO INC | VT | $172.2M | 65 | — | |
| WASHBURN CAPITAL MANAGEMENT, INC. | FL | $172.1M | 56 | — | |
| Benchmark Investment Advisors LLC | IL | $172.0M | 76 | — | |
| Salvus Wealth Management, LLC | NJ | $172.0M | 126 | — | |
| SOUTH PLAINS FINANCIAL, INC. | TX | $172.0M | 224 | — | |
| ABBINGTON INVESTMENT GROUP | CT | $171.9M | 51 | — | |
| Williams Financial, LLC | VT | $171.8M | 25 | — | |
| Marathon Mission, Inc. | NY | $171.8M | 55 | — | |
| FFG RETIREMENT ADVISORS LLC | CO | $171.8M | 43 | — | |
| ATLANTIC INVESTMENT MANAGEMENT, INC. | NY | $171.7M | 12 | — | |
| Magnolia Wealth Management, LLC | AL | $171.6M | 212 | — | |
| Stephens Group, LLC | AR | $171.5M | 4 | — | |
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | NY | $171.5M | 38 | — | |
| Ciovacco Capital Management LLC | GA | $171.5M | 28 | — | |
| Salus Financial Advisors, LLC | CO | $171.5M | 34 | — | |
| MAC Alpha Capital Management, LP | FL | $171.4M | 21 | — | |
| Hiddenite Capital Partners LP | NY | $171.4M | 14 | — | |
| Dayah Capital LLC | CT | $171.4M | 29 | — |
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