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 6,501–6,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 27 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Old Peak Finance LLC | NC | $171.2M | 84 | — | |
| Tranquilli Financial Advisor LLC | NJ | $171.2M | 132 | — | |
| BIRCH FINANCIAL GROUP, LLC | NH | $171.2M | 136 | — | |
| Guardian Asset Advisors, LLC | PA | $171.2M | 102 | — | |
| Nicholson Wealth Management Group, LLC | SC | $171.2M | 112 | — | |
| Inman Jager Wealth Management, LLC | MS | $171.1M | 84 | — | |
| Pillar Financial Advisors, LLC | KY | $171.1M | 106 | — | |
| American Alpha Advisors, LLC | NY | $171.1M | 91 | — | |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | TX | $171.1M | 61 | — | |
| Channing Global Advisors, LLC | FL | $171.1M | 47 | — | |
| EQ WEALTH ADVISORS, LLC | TX | $171.1M | 54 | — | |
| Milestone Asset Management Group, LLC | CT | $171.0M | 126 | — | |
| Trust Investment Advisors | IN | $170.9M | 89 | — | |
| Strategic Financial Planning, Inc. | TX | $170.9M | 40 | — | |
| BETO FINANCIAL GROUP, LLC | ID | $170.9M | 152 | — | |
| Ervin Investment Management, LLC | WA | $170.8M | 47 | — | |
| DEFINED WEALTH MANAGEMENT, LLC | OR | $170.7M | 109 | — | |
| TLW Wealth Management, LLC | FL | $170.7M | 16 | — | |
| Byrne Asset Management LLC | NJ | $170.7M | 566 | — | |
| LBJ Family Wealth Advisors, Ltd. | TX | $170.6M | 28 | — | |
| Rareview Capital LLC | NV | $170.6M | 52 | — | |
| Karnit Road Accident Victims Compensation Fund | L3 | $170.4M | 17 | — | |
| Argo Wealth Advisory, LLC | VA | $170.4M | 48 | — | |
| Shotwell Rutter Baer Inc | MI | $170.2M | 38 | — | |
| Holcombe Financial, Inc. | GA | $170.2M | 49 | — | |
| Daner Wealth Management, LLC | GA | $170.1M | 88 | — | |
| RiverGlades Family Offices LLC | FL | $170.1M | 87 | — | |
| Exome Asset Management LLC | NY | $169.9M | 45 | — | |
| Dickmeyer Boyce Financial Management, Inc. | IN | $169.9M | 125 | — | |
| Cyr Financial Inc. | IL | $169.9M | 58 | — | |
| BRANDYWINE MANAGERS, LLC | DE | $169.9M | 40 | — | |
| ARP Global Capital Ltd | C0 | $169.9M | 18 | — | |
| Coppell Advisory Solutions LLC | TX | $169.8M | 39 | — | |
| ENGLISH CAPITAL MANAGEMENT LLC | MI | $169.8M | 35 | — | |
| Financial Harvest, LLC | FL | $169.8M | 57 | — | |
| Rayburn West Financial Services LLC | TN | $169.8M | 82 | — | |
| Financial Planning Hawaii, Inc. | HI | $169.6M | 123 | — | |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | MA | $169.5M | 90 | — | |
| Live Oak Investment Partners | TX | $169.4M | 93 | — | |
| Madrid Financial Services | CA | $169.4M | 26 | — | |
| Upper Left Wealth Management, LLC | FL | $169.4M | 68 | — | |
| Navigoe, LLC | CA | $169.3M | 228 | — | |
| Sherrill & Hutchins Financial Advisory, Inc | GA | $169.3M | 15 | — | |
| Emergent Wealth Advisors, LLC | NY | $169.2M | 125 | — | |
| United Financial Planning Group LLC | NY | $169.2M | 462 | — | |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | IA | $169.2M | 104 | — | |
| FORERUNNER VENTURES MANAGEMENT, LLC | CA | $169.2M | 1 | — | |
| Thoma Capital Management LLC | MD | $169.1M | 55 | — | |
| Daviman Financial, LLC | IN | $169.1M | 84 | — | |
| Granite FO LLC | NH | $169.0M | 170 | — | |
| Mountain Hill Investment Partners Corp. | NJ | $169.0M | 205 | — | |
| William Allan Corp | CO | $169.0M | 59 | — | |
| McHugh Group, LLC | OH | $169.0M | 82 | — | |
| Alpha Financial Partners LLC | KY | $168.9M | 103 | — | |
| Cascade Investment Advisors, Inc. | OR | $168.9M | 116 | — | |
| Tacita Capital Inc | A6 | $168.9M | 238 | — | |
| McClarren Financial Advisors, Inc. | PA | $168.9M | 79 | — | |
| Wall Street Financial Group, Inc. | IL | $168.9M | 667 | — | |
| Pingora Partners LLC | WY | $168.7M | 186 | — | |
| INCOME RESEARCH & MANAGEMENT | MA | $168.6M | 26 | — | |
| Crystal Rock Capital Management | IL | $168.4M | 32 | — | |
| Little Harbor Advisors, LLC | MA | $168.4M | 4 | — | |
| Old North State Trust, LLC | NC | $168.4M | 150 | — | |
| Code Waechter LLC | FL | $168.3M | 118 | — | |
| Presper Financial Architects, LLC | OH | $168.3M | 50 | — | |
| Meadowbrook Advisors Group, LLC | NJ | $168.3M | 136 | — | |
| TI-TRUST, INC | IL | $168.2M | 128 | — | |
| Widmann Financial Services, Inc. | MD | $168.1M | 121 | — | |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | GA | $168.1M | 59 | — | |
| Lee-Kelleher Wealth Management | MD | $168.1M | 41 | — | |
| Knott David M Jr | NY | $168.0M | 85 | — | |
| Disciplined Investors, L.L.C. | TX | $168.0M | 139 | — | |
| Wealthstar Advisors, LLC | TX | $168.0M | 110 | — | |
| Metavasi Capital LP | NY | $168.0M | 20 | — | |
| 7G CAPITAL MANAGEMENT, LLC | NY | $167.8M | 10 | — | |
| CITY NATIONAL BANK OF FLORIDA /MSD | FL | $167.7M | 127 | — | |
| SHARPEPOINT LLC | AZ | $167.7M | 86 | — | |
| OPUS INVESTMENT MANAGEMENT INC | MA | $167.6M | 30 | — | |
| Yukon Wealth Management, Inc. | KS | $167.5M | 79 | — | |
| WealthTrust Asset Management, LLC | FL | $167.5M | 98 | — | |
| William B. Walkup & Associates, Inc. | SC | $167.5M | 163 | — | |
| KESTREL INVESTMENT MANAGEMENT CORP | CA | $167.5M | 39 | — | |
| MEMBERS WEALTH LLC | PA | $167.4M | 113 | — | |
| Farrell Financial LLC | NY | $167.4M | 76 | — | |
| PURSUE WEALTH PARTNERS LLC | CA | $167.4M | 101 | — | |
| Triavera Capital LLC | CA | $167.3M | 16 | — | |
| Grafton Street Partners Management Company, LLC | FL | $167.3M | 11 | — | |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | CA | $167.3M | 35 | — | |
| Montaka Global Pty Ltd | C3 | $167.3M | 21 | — | |
| Lummis Asset Management, LP | TX | $167.3M | 192 | — | |
| Industrial Alliance Investment Management Inc. | A8 | $167.3M | 8 | — | |
| ROI Financial Advisors, LLC | OR | $167.2M | 66 | — | |
| Ariston Services Group | CA | $167.2M | 71 | — | |
| Del-Sette Capital Management, LLC | NY | $167.1M | 44 | — | |
| JACOBS ASSET MANAGEMENT, LLC | NY | $167.1M | 28 | — | |
| Empirical Capital Management, LLC | TN | $166.9M | 15 | — | |
| HILLTOP WEALTH ADVISORS, LLC | NC | $166.9M | 53 | — | |
| Mustard Seed Financial, LLC | AR | $166.9M | 92 | — | |
| STILWELL VALUE LLC | NY | $166.9M | 25 | — | |
| STERLING INVESTMENT MANAGEMENT, LLC | AZ | $166.7M | 65 | — | |
| Millstone Evans Group, LLC | CO | $166.6M | 856 | — | |
| AMES NATIONAL CORP | IA | $166.6M | 67 | — | |
| White Wing Wealth Management | TX | $166.6M | 37 | — | |
| INTEGRITY WEALTH ADVISORS, INC. | CA | $166.6M | 70 | — | |
| Brown Shipley& Co Ltd | X0 | $166.5M | 78 | — | |
| BCO Wealth Management LLC | NM | $166.5M | 42 | — | |
| Marin Bay Wealth Advisors, LLC | CA | $166.3M | 127 | — | |
| GeoSphere Capital Management, LLC | FL | $166.2M | 40 | — | |
| PRING TURNER CAPITAL GROUP INC | CA | $166.1M | 72 | — | |
| Bucket List Wealth Management, LLC | FL | $166.1M | 57 | — | |
| GENTRY PRIVATE WEALTH, LLC | KS | $166.0M | 91 | — | |
| Mithaq Capital SPC | T0 | $165.9M | 4 | — | |
| Caitlin John, LLC | MI | $165.9M | 916 | — | |
| LM Asset Management Inc. | A1 | $165.8M | 9 | — | |
| Copley Financial Group, Inc. | CA | $165.7M | 115 | — | |
| Fearless Solutions, LLC dba Best Invest | TX | $165.7M | 127 | — | |
| Lighthouse Financial LLC | FL | $165.7M | 74 | — | |
| Fee-Only Financial Planning, L.C. | SC | $165.7M | 43 | — | |
| MOON CAPITAL MANAGEMENT LP | NY | $165.6M | 13 | — | |
| Savoir Faire Capital Management, L.P. | CT | $165.6M | 44 | — | |
| EIGHT 31 FINANCIAL, LLC | TX | $165.6M | 72 | — | |
| LUMINUS MANAGEMENT LLC | TX | $165.5M | 24 | — | |
| SFM, LLC | NH | $165.5M | 63 | — | |
| Twin Lions Management LLC | CT | $165.5M | 10 | — | |
| Fort Henry Capital, LLC | WV | $165.4M | 17 | — | |
| ZynergyRetirementPlanningLLC | NJ | $165.4M | 26 | — | |
| Asset Management Advisors, LLC | OK | $165.3M | 19 | — | |
| Granite Group Advisors, LLC | CT | $165.3M | 86 | — | |
| Obsido Oy | H9 | $165.3M | 20 | — | |
| Brewster Financial Planning LLC | NY | $165.3M | 26 | — | |
| Wilkins Miller Wealth Management, LLC | AL | $165.3M | 89 | — | |
| Gould Capital, LLC | WA | $165.3M | 204 | — | |
| AdviceOne Advisory Services, LLC | CT | $165.2M | 41 | — | |
| Optivise Advisory Services LLC | TN | $165.2M | 183 | — | |
| Grand Alliance Asset Management Ltd | K3 | $165.2M | 13 | — | |
| Dominguez Wealth Management Solutions, Inc. | VA | $165.0M | 67 | — | |
| Charter Oak Advisors LP | NY | $165.0M | 13 | — | |
| Taylor Financial Group, Inc. | VA | $165.0M | 99 | — | |
| Rochester Wealth Strategies, LLC | MI | $164.9M | 24 | — | |
| Buckland Partners Management Co LLC | NY | $164.9M | 91 | — | |
| CAPITAL & PLANNING, LLC | GA | $164.8M | 172 | — | |
| Sugar Maple Asset Management, LLC | WI | $164.8M | 84 | — | |
| BITTERROOT CAPITAL ADVISORS LLC | MT | $164.7M | 60 | — | |
| NewGen Asset Management Ltd | A6 | $164.5M | 26 | — | |
| Addis & Hill, Inc | PA | $164.4M | 27 | — | |
| General Partner, Inc. | PA | $164.2M | 165 | — | |
| Clutterbuck Capital Management LLC | OH | $164.1M | 4 | — | |
| Newport Capital Group, LLC | NJ | $164.1M | 73 | — | |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | MI | $163.8M | 41 | — | |
| Prospect Financial Services LLC | NY | $163.8M | 104 | — | |
| VMS Asset Management Limited | K3 | $163.8M | 23 | — | |
| Chico Wealth RIA | CA | $163.7M | 37 | — | |
| Alamar Capital Management, LLC | CA | $163.7M | 84 | — | |
| Papamarkou Wellner Asset Management inc. | NY | $163.7M | 86 | — | |
| Gridiron Partners, LLC | PA | $163.7M | 47 | — | |
| Longview Financial Advisors, Inc. | AL | $163.6M | 163 | — | |
| Baring Financial LLC | WA | $163.5M | 72 | — | |
| International Private Wealth Advisors LLC | CA | $163.5M | 152 | — | |
| TB Capital Gestao de Recursos Ltda. | D5 | $163.5M | 17 | — | |
| BASSO CAPITAL MANAGEMENT, L.P. | CT | $163.4M | 137 | — | |
| Hudson Canyon Capital Management | NY | $163.4M | 52 | — | |
| Truffle Hound Capital, LLC | MD | $163.2M | 43 | — | |
| Omega Fund Management, LLC | MA | $163.1M | 10 | — | |
| Catalina Capital Group, LLC | CA | $163.1M | 173 | — | |
| KRS Capital Management, LLC | MI | $163.1M | 115 | — | |
| PEOPLES BANK /OH | OH | $162.9M | 101 | — | |
| Potrero Capital Research LLC | CA | $162.9M | 31 | — | |
| Brindle & Bay Financial Advisors, LLC | TX | $162.9M | 67 | — | |
| Kastel Capital Advisors, LLC | MA | $162.9M | 55 | — | |
| SummerHaven Investment Management, LLC | CT | $162.9M | 193 | — | |
| Index Venture Growth Associates IV Ltd | Y9 | $162.9M | 2 | — | |
| Converium Capital Inc. | A8 | $162.8M | 14 | — | |
| SALT Holding Corp. | DE | $162.8M | 23 | — | |
| Dean, Jacobson Financial Services, LLC | TX | $162.8M | 21 | — | |
| INSTRUMENTAL WEALTH, LLC | FL | $162.7M | 73 | — | |
| TopTier Wealth Management, LLC | WI | $162.7M | 795 | — | |
| DAHRING | CUSMANO LLC | MI | $162.7M | 58 | — | |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | OR | $162.6M | 82 | — | |
| Buttonwood Financial Group, LLC | MO | $162.5M | 30 | — | |
| Capstone Wealth Management Group LLC | OR | $162.5M | 123 | — | |
| Kintayl Capital LP | NY | $162.5M | 44 | — | |
| Millennium Capital Advisors, LLC | AR | $162.5M | 133 | — | |
| Invariant Investment Management | PA | $162.4M | 70 | — | |
| Traction Financial Partners, LLC | CO | $162.4M | 57 | — | |
| Kingstone Capital Partners Texas, LLC | TX | $162.4M | 57 | — | |
| Accel XI Associates L.L.C. | CA | $162.4M | 1 | — | |
| Sarver Vrooman Wealth Advisors | MO | $162.4M | 138 | — | |
| Panoramic Capital Partners, LLC | OR | $162.3M | 63 | — | |
| M3 Advisory Group, LLC | MA | $162.2M | 149 | — | |
| Bay Capital Advisors, LLC | VA | $162.2M | 107 | — | |
| Bulwark Capital Corp | FL | $162.2M | 100 | — | |
| Lagoda Investment Management, L.P. | NY | $162.2M | 25 | — | |
| Themes Management Co LLC | CT | $162.1M | 151 | — | |
| Investment Partners Asset Management, Inc. | NJ | $162.0M | 163 | — | |
| Manuka Financial, LLC | VA | $161.9M | 56 | — | |
| HERBST GROUP, LLC | CT | $161.9M | 59 | — | |
| Collaborative Fund Advisors, LLC | NV | $161.9M | 160 | — | |
| Stillwater Wealth Management Group | FL | $161.8M | 77 | — | |
| Greenhouse Wealth Management, LLC | CT | $161.7M | 57 | — | |
| GUERRA PAN ADVISORS, LLC | NJ | $161.7M | 121 | — | |
| Carter Financial Group, INC. | IL | $161.7M | 126 | — | |
| PETRA FINANCIAL ADVISORS INC | CO | $161.6M | 117 | — | |
| GEN Financial Management, INC. | MN | $161.5M | 51 | — | |
| Accordant Advisory Group Inc | MD | $161.4M | 238 | — | |
| BayBridge Capital Group, LLC | CA | $161.4M | 95 | — | |
| Coastline Complete Wealth LLC | SC | $161.4M | 55 | — | |
| CONTINENTAL ADVISORS LLC | UT | $161.3M | 40 | — | |
| LAVELLE CAPITAL LP | CA | $161.1M | 70 | — | |
| INNEALTA CAPITAL, LLC | TX | $161.0M | 75 | — | |
| Gutierrez Wealth Advisory, LLC | AR | $161.0M | 70 | — | |
| Five Pine Wealth Management | ID | $160.9M | 47 | — | |
| Occam Crest Management LP | CT | $160.8M | 28 | — | |
| Riverbend Wealth Management, LLC | SC | $160.8M | 149 | — | |
| Royal Capital Wealth Management, LLC | IN | $160.6M | 96 | — | |
| McAlister, Sweet & Associates, Inc. | TX | $160.6M | 32 | — | |
| PERRY CREEK CAPITAL LP | NY | $160.5M | 12 | — | |
| TPG Advisors LLC | IL | $160.5M | 109 | — | |
| Mittelman Wealth Management | MA | $160.4M | 52 | — | |
| Robert Bosch GmbH | 2M | $160.4M | 3 | — | |
| CBM Financial, LLC | TX | $160.2M | 16 | — | |
| Pacific Wealth Strategies Group, Inc. | CA | $160.2M | 62 | — | |
| WASHINGTON UNIVERSITY | MO | $160.2M | 2 | — | |
| Sanchez Gaunt Capital Management, LLC | NV | $160.2M | 184 | — | |
| Turn8 Private Wealth Inc. | A8 | $160.0M | 51 | — | |
| Legend Capital Advisors LLC | NY | $160.0M | 159 | — | |
| W.H. Cornerstone Investments Inc. | MA | $160.0M | 129 | — | |
| Great Hill Capital LLC | NY | $159.9M | 31 | — | |
| Sterling Manor Financial, LLC | NY | $159.9M | 39 | — | |
| AFFINITY INVESTMENT ADVISORS, LLC | CA | $159.9M | 137 | — | |
| RICHARDSON FINANCIAL SERVICES INC. | MA | $159.8M | 613 | — | |
| Palacios Wealth Management, LLC | FL | $159.8M | 75 | — | |
| Fairbanks Capital Management, Inc. | CA | $159.8M | 50 | — | |
| Cornerstone Select Advisors, LLC | MO | $159.7M | 124 | — | |
| Velan Capital Investment Management LP | GA | $159.6M | 49 | — | |
| Braun-Bostich & Associates Inc. | PA | $159.6M | 126 | — | |
| Erickson Financial Group, LLC | PA | $159.6M | 25 | — | |
| Blackston Financial Advisory Group, LLC | FL | $159.5M | 106 | — | |
| Sanchez Levi Garrett | WA | $159.5M | 74 | — | |
| Creek Drive Management Group LLC | CA | $159.5M | 46 | — | |
| swisspartners Advisors Ltd | V8 | $159.2M | 24 | — | |
| HAHN CAPITAL MANAGEMENT LLC | CA | $159.2M | 31 | — | |
| RIHO Partners, LLC | AZ | $159.0M | 14 | — | |
| 6th Street Advisors, LLC | AL | $158.9M | 59 | — | |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | PA | $158.8M | 98 | — | |
| Propel Bio Management, LLC | CA | $158.7M | 38 | — | |
| Objectivity Squared, LLC | SC | $158.6M | 55 | — | |
| Retirement Wealth Solutions LLC | WI | $158.6M | 822 | — | |
| Oppenheimer & Close, LLC | NY | $158.6M | 56 | — | |
| JERICHO FINANCIAL, LLP | OH | $158.6M | 40 | — | |
| 10Elms LLP | OK | $158.5M | 480 | — |
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