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 6,751–7,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 28 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Astra Wealth Partners LLC | NJ | $158.5M | 85 | — | |
| Refined Wealth Management | UT | $158.4M | 50 | — | |
| ELEVATE WEALTH ADVISORY, INC | GA | $158.4M | 125 | — | |
| Martin Capital Advisors, LLP | TX | $158.3M | 73 | — | |
| Lalia Capital, LLC | NY | $158.3M | 13 | — | |
| Christian Investment Advisors, Inc. | TX | $158.2M | 12 | — | |
| Vannoy Advisory Group, Inc. | TX | $158.0M | 28 | — | |
| Corsicana & Co. | TX | $157.9M | 276 | — | |
| LifeSteps Financial, Inc. | CA | $157.9M | 97 | — | |
| RiverTree Advisors, LLC | FL | $157.9M | 60 | — | |
| Pantera Capital Partners LP | CA | $157.9M | 14 | — | |
| DEEPWATER ASSET MANAGEMENT, LLC | MN | $157.8M | 39 | — | |
| 4D Advisors, LLC | CA | $157.8M | 34 | — | |
| Dougherty Wealth Advisers LLC | MN | $157.6M | 107 | — | |
| Sarissa Capital Management LP | CT | $157.6M | 9 | — | |
| FWG Investments, LLC. | KY | $157.4M | 117 | — | |
| Providence Wealth Advisors, LLC | IL | $157.3M | 80 | — | |
| Livet Wealth, LLC | UT | $157.3M | 117 | — | |
| Henson-Edgewater Management, LLC | OH | $157.2M | 66 | — | |
| SYNTAX RESEARCH, INC. | FL | $157.1M | 174 | — | |
| Three Magnolias Financial Advisors, LLC | NC | $157.1M | 103 | — | |
| Seros Financial, LLC | AZ | $157.1M | 58 | — | |
| AlpenGlobal Capital LLC | CA | $157.1M | 36 | — | |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | NE | $157.1M | 48 | — | |
| Turning Point Benefit Group, Inc. | MD | $157.0M | 95 | — | |
| CERTIOR FINANCIAL GROUP, LLC | PA | $157.0M | 130 | — | |
| IMG Wealth Management, Inc. | FL | $156.9M | 506 | — | |
| Helix Partners Management LP | NY | $156.7M | 11 | — | |
| AmeriServ Wealth Advisors | PA | $156.7M | 59 | — | |
| COLUMBIA ADVISORY PARTNERS LLC | WA | $156.7M | 92 | — | |
| A. D. Beadell Investment Counsel, Inc. | WI | $156.6M | 100 | — | |
| First National Bank of Hutchinson | KS | $156.6M | 84 | — | |
| Diversified Investment Strategies, LLC | LA | $156.5M | 55 | — | |
| CULTIVAR CAPITAL, INC. | TX | $156.5M | 46 | — | |
| Lakewood Asset Management LLC | IL | $156.4M | 107 | — | |
| CHRISTINE MESSMER PC | PA | $156.4M | 80 | — | |
| Harber Asset Management LLC | NC | $156.4M | 41 | — | |
| Compass Planning Associates Inc | MA | $156.4M | 30 | — | |
| MCGUIRE CAPITAL ADVISORS INC | OK | $156.2M | 868 | — | |
| Sagil Capital LLP | X0 | $156.1M | 16 | — | |
| PATRICK M SWEENEY & ASSOCIATES, INC | IL | $156.0M | 164 | — | |
| Invera Wealth Advisors, LLC | OR | $155.8M | 98 | — | |
| Cornerstone Financial Group, LLC /NE/ | NE | $155.8M | 73 | — | |
| ACCREDITED INVESTOR SERVICES, LLC | MN | $155.8M | 77 | — | |
| BNB Wealth Management, LLC | MD | $155.8M | 90 | — | |
| Truxt Investmentos Ltda. | D5 | $155.7M | 23 | — | |
| WINEBRENNER CAPITAL MANAGEMENT LLC | KY | $155.7M | 139 | — | |
| Adirondack Capital Advisors, LLC | NY | $155.7M | 44 | — | |
| Pioneer Family Office, LLC | FL | $155.7M | 122 | — | |
| Hidden Cove Wealth Management, LLC | WA | $155.7M | 109 | — | |
| Investidor Profissional Gestao de Recursos Ltda. | D5 | $155.6M | 20 | — | |
| SOUTHERN CAPITAL SERVICES INC /ADV | AL | $155.6M | 29 | — | |
| Good Steward Wealth Advisors,LLC | TN | $155.5M | 68 | — | |
| WESTCO ADVISORY SERVICES INC /ADV | NY | $155.5M | 104 | — | |
| Summit Portfolio Management, LTD. | NV | $155.4M | 24 | — | |
| BML Capital Management, LLC | IN | $155.4M | 15 | — | |
| DeLarme Wealth Management, Inc. | CA | $155.3M | 63 | — | |
| CAPSTONE CAPITAL LLC | NV | $155.3M | 22 | — | |
| Teilinger Capital Ltd. | TX | $155.3M | 7 | — | |
| Kuhn & Co Investment Counsel | IL | $155.3M | 142 | — | |
| RETIREMENT PLANNING GROUP, LLC / NY | NY | $155.2M | 94 | — | |
| Future Financial Wealth Managment LLC | OH | $155.2M | 128 | — | |
| Legend Financial Advisors, Inc. | PA | $155.1M | 38 | — | |
| Archvest Wealth Advisors, Inc. | CA | $155.0M | 74 | — | |
| CYBER HORNET ETFs LLC | FL | $154.9M | 507 | — | |
| Minerva Advisors LLC | PA | $154.9M | 48 | — | |
| ES4, LLC | CA | $154.9M | 32 | — | |
| TOWERVIEW LLC | NY | $154.8M | 15 | — | |
| AtlasMark Financial, Inc | TX | $154.8M | 47 | — | |
| Mountain Lake Investment Management LLC | CA | $154.8M | 29 | — | |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | M0 | $154.7M | 150 | — | |
| Equity Wealth Partners, LLC | MO | $154.7M | 76 | — | |
| LeConte Wealth Management, LLC | TN | $154.7M | 152 | — | |
| Elevate Capital Advisors, LLC | CO | $154.6M | 72 | — | |
| DecisionMap Wealth Management, LLC | VA | $154.5M | 129 | — | |
| Meadow Creek Wealth Advisors LLC | GA | $154.5M | 135 | — | |
| Collar Capital Management, LLC | WI | $154.5M | 72 | — | |
| Grantvest Financial Group LLC | NJ | $154.5M | 167 | — | |
| LEIGH BALDWIN & CO., LLC | NY | $154.5M | 163 | — | |
| ALBERT D MASON INC | MA | $154.5M | 129 | — | |
| STEINBERG ASSET MANAGEMENT LLC | NY | $154.4M | 40 | — | |
| Rare Wolf Capital LLC | WA | $154.4M | 127 | — | |
| American Institute for Advanced Investment Management, LLP | AZ | $154.3M | 153 | — | |
| Pathfinder Wealth Consulting, Inc. | NC | $154.3M | 163 | — | |
| Stonekeep Investments, LLC | NM | $154.3M | 66 | — | |
| NDWM LLC | CA | $154.2M | 37 | — | |
| PERSPECTIVE WEALTH ADVISORS LLC | CO | $154.2M | 55 | — | |
| CANNELL CAPITAL LLC | WY | $154.0M | 35 | — | |
| Foresight Global Investors, Inc. | NY | $154.0M | 29 | — | |
| Fidato Wealth LLC | OH | $154.0M | 15 | — | |
| SBI Holdings USA, Inc. | CA | $154.0M | 1 | — | |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | CA | $154.0M | 39 | — | |
| Cedar Point Capital Partners, LLC | IA | $154.0M | 71 | — | |
| Cravens & Co Advisors, LLC | TN | $153.9M | 64 | — | |
| H PARTNERS MANAGEMENT, LLC | NY | $153.8M | 2 | — | |
| MILLBANK DARTMOOR PORTSMOUTH LLC | NC | $153.7M | 2 | — | |
| Valpey Financial Services, LLC | NH | $153.7M | 75 | — | |
| Arosa Capital Management LP | FL | $153.6M | 49 | — | |
| Nova Wealth Management, Inc. | FL | $153.5M | 545 | — | |
| RWQ Financial Management Services, Inc. | FL | $153.4M | 22 | — | |
| DOHENY ASSET MANAGEMENT /CA | CA | $153.4M | 60 | — | |
| Pacific Park Financial, Inc. | CA | $153.2M | 73 | — | |
| Warner Group LLC | CT | $153.2M | 78 | — | |
| Blue Capital, Inc. | NE | $153.1M | 107 | — | |
| WASHINGTON GROWTH STRATEGIES LLC | DC | $153.1M | 57 | — | |
| Blue Door Asset Management, LLC | CT | $153.0M | 16 | — | |
| McGinn Penninger Investment Management, Inc. | VA | $153.0M | 34 | — | |
| Atlantic Private Wealth, LLC | NC | $153.0M | 313 | — | |
| ORSER CAPITAL MANAGEMENT, LLC | TX | $152.9M | 46 | — | |
| Bravias Capital Group, LLC | NJ | $152.9M | 96 | — | |
| Berbice Capital Management LLC | NY | $152.9M | 159 | — | |
| INTERACTIVE FINANCIAL ADVISORS, INC. | IL | $152.9M | 78 | — | |
| Bruce G. Allen Investments, LLC | CO | $152.9M | 1,084 | — | |
| Marshall & Sterling Wealth Advisors Inc. | NY | $152.8M | 344 | — | |
| Fiduciary Wealth Partners, LLC | MA | $152.8M | 60 | — | |
| Round Hill Asset Management | CA | $152.7M | 62 | — | |
| SeaTown Holdings Pte. Ltd. | U0 | $152.7M | 17 | — | |
| PUREfi Wealth, LLC | MA | $152.6M | 188 | — | |
| Climber Capital SA | V8 | $152.6M | 69 | — | |
| ELLERSON GROUP INC /ADV | MD | $152.6M | 61 | — | |
| Redwood Financial Network Corp | OH | $152.5M | 170 | — | |
| Sellaronda Global Management LP | NY | $152.5M | 8 | — | |
| Comprehensive Money Management Services LLC | FL | $152.4M | 193 | — | |
| TOWER TRUST & INVESTMENT Co | IA | $152.4M | 208 | — | |
| Forest Hill Capital, LLC | AR | $152.3M | 19 | — | |
| Integras Partners LLC | GA | $152.2M | 69 | — | |
| Somnio Financial Group, LLC | CT | $152.2M | 14 | — | |
| State of Wisconsin - Board of Commissioners of Public Lands | WI | $151.9M | 6 | — | |
| CASCADE INVESTMENT GROUP, INC. | CO | $151.9M | 147 | — | |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | CA | $151.9M | 119 | — | |
| Point Nemo Capital, LLC | TX | $151.8M | 80 | — | |
| FSA Advisors, Inc. | MI | $151.7M | 192 | — | |
| Hoffman, Alan N Investment Management | MA | $151.6M | 13 | — | |
| Guided Capital Wealth Management, LLC | TX | $151.6M | 34 | — | |
| Hickory Point Bank & Trust | IL | $151.5M | 456 | — | |
| Key Capital Management, INC | TN | $151.4M | 687 | — | |
| Morgan Creek Capital Management, LLC | NC | $151.4M | 9 | — | |
| Palouse Capital Management, Inc. | WA | $151.2M | 135 | — | |
| Hartmann Taylor Wealth Management, LLC | TX | $151.2M | 54 | — | |
| Brightwater Advisory LLC | FL | $151.2M | 60 | — | |
| Merkkuri Wealth Advisors LLC | NY | $151.1M | 399 | — | |
| MFA Wealth Services | CA | $151.0M | 122 | — | |
| Alta Partners Management Company, L.P. | WY | $151.0M | 2 | — | |
| Hudson Executive Capital LP | NY | $150.9M | 2 | — | |
| Hidden Lake Asset Management LP | NY | $150.9M | 20 | — | |
| M.E. ALLISON & CO., INC. | TX | $150.9M | 193 | — | |
| STAGE HARBOR FINANCIAL, LLC | MA | $150.8M | 61 | — | |
| Fingerlakes Wealth Management, Inc. | NY | $150.8M | 97 | — | |
| Crew Capital Management, Ltd | OH | $150.8M | 109 | — | |
| Banco de Sabadell, S.A | FL | $150.8M | 62 | — | |
| Wilson & Boucher Capital Management, LLC | CA | $150.7M | 114 | — | |
| CROWN ADVISORS MANAGEMENT, INC. | CA | $150.7M | 40 | — | |
| Lansing Management LP | NY | $150.6M | 14 | — | |
| Cox Capital Mgt LLC | MA | $150.5M | 73 | — | |
| Marnell Management LLC | MI | $150.4M | 64 | — | |
| INTEGRATED CAPITAL MANAGEMENT, INC. | PA | $150.4M | 56 | — | |
| FACT Capital, LP | NY | $150.4M | 17 | — | |
| FMA Wealth Management, LLC | MA | $150.3M | 38 | — | |
| JCP Investment Management, LLC | TX | $150.3M | 24 | — | |
| Horizons Wealth Management | NC | $150.3M | 166 | — | |
| WINCAP FINANCIAL LLC | MA | $150.3M | 87 | — | |
| Richmond Brothers, Inc. | MI | $150.2M | 36 | — | |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | CT | $150.1M | 86 | — | |
| Gordian Advisors LLC | AZ | $150.1M | 55 | — | |
| Magnolia Private Wealth, LLC | PA | $150.1M | 134 | — | |
| FLOYD FINANCIAL GROUP LLC | MO | $150.0M | 68 | — | |
| Phil A. Younker & Associates, Ltd. | AK | $150.0M | 36 | — | |
| THOMPSON DAVIS & CO., INC. | VA | $149.9M | 141 | — | |
| CPR Investments Inc. | MI | $149.9M | 51 | — | |
| Piedmont Capital Management, LLC/NC | NC | $149.9M | 119 | — | |
| Lakeside Advisors, INC. | WA | $149.8M | 65 | — | |
| Genesis Wealth Advisors, LLC | MA | $149.8M | 64 | — | |
| VERITY Wealth Advisors | X1 | $149.7M | 81 | — | |
| THRYVE WEALTH MANAGEMENT LLC | TX | $149.7M | 43 | — | |
| Accelerate Investment Advisors LLC | CA | $149.7M | 133 | — | |
| J.E. Simmons & Co., P.C. | TX | $149.5M | 66 | — | |
| Wright Wealth LLC | GA | $149.5M | 51 | — | |
| Zeit Capital LLC | CO | $149.4M | 52 | — | |
| HC Advisors, LLC | GA | $149.4M | 60 | — | |
| Community Bank of Raymore | MO | $149.3M | 74 | — | |
| Gibson Wealth Advisors LLC | TX | $149.2M | 37 | — | |
| Valley Brook Capital Group, Inc. | PA | $149.2M | 112 | — | |
| Forthright Family Wealth Advisory LLC | TX | $149.1M | 63 | — | |
| Genesis Financial Group, LLC | NJ | $149.1M | 93 | — | |
| RAINIER FAMILY WEALTH INC | WA | $149.1M | 93 | — | |
| Mainstream Capital Management LLC | CA | $149.1M | 88 | — | |
| Systrade AG | N2 | $149.0M | 11 | — | |
| CATHY PARETO & ASSOCIATES, INC | FL | $149.0M | 96 | — | |
| Graphene Investments SAS | I0 | $149.0M | 44 | — | |
| Atala Financial Inc | CA | $148.9M | 117 | — | |
| Tribune Investment Group LP | NY | $148.9M | 25 | — | |
| Ariose Capital Management Ltd | K3 | $148.9M | 15 | — | |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | NH | $148.9M | 55 | — | |
| Clark Wealth Partners | IL | $148.9M | 604 | — | |
| DUTCH ASSET Corp | NY | $148.8M | 95 | — | |
| CogentBlue Wealth Advisors, LLC | TN | $148.7M | 78 | — | |
| Keystone Financial Services, LLC | NE | $148.7M | 58 | — | |
| KM Capital Management Ltd. | TX | $148.6M | 76 | — | |
| Flavin Financial Services, Inc. | FL | $148.6M | 72 | — | |
| McAlvany Wealth Management LLC | CO | $148.5M | 41 | — | |
| Pinnacle Wealth Management, LLC | CA | $148.5M | 25 | — | |
| Hopwood Financial Services, Inc. | VA | $148.4M | 83 | — | |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | TX | $148.4M | 32 | — | |
| Clark & Stuart, Inc | ME | $148.4M | 49 | — | |
| Bank & Trust Co | IL | $148.4M | 304 | — | |
| Gallagher Capital Advisors, LLC | TX | $148.4M | 65 | — | |
| Randall & Associates Wealth Management | PA | $148.4M | 56 | — | |
| MAGNOLIA CAPITAL MANAGEMENT LTD | NY | $148.3M | 74 | — | |
| JDH Wealth Management, LLC | CA | $148.3M | 54 | — | |
| COREPATH WEALTH PARTNERS LLC | AZ | $148.3M | 41 | — | |
| Rockbridge Asset Management LLC | VA | $148.3M | 26 | — | |
| Lakehouse Capital Pty Ltd | C3 | $148.2M | 13 | — | |
| UG Investment Advisers Ltd. | U0 | $148.2M | 15 | — | |
| Authentikos Wealth Advisory, LLC | CA | $148.1M | 70 | — | |
| Jacksonville Wealth Management, LLC | FL | $148.1M | 68 | — | |
| S. R. Schill & Associates | WA | $148.0M | 29 | — | |
| Foundation Wealth Management, LLC | MO | $148.0M | 44 | — | |
| DMC Group, LLC | AL | $148.0M | 141 | — | |
| MQS Management LLC | NY | $148.0M | 366 | — | |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | LA | $147.9M | 106 | — | |
| 1620 INVESTMENT ADVISORS, INC. | MA | $147.8M | 658 | — | |
| Cannon Wealth Management Services, LLC | NC | $147.8M | 85 | — | |
| ROBINSON SMITH WEALTH ADVISORS LLC | ME | $147.8M | 84 | — | |
| NORTH DALLAS BANK & TRUST CO | TX | $147.8M | 109 | — | |
| Northern Lights Advisors, Inc. | WA | $147.6M | 57 | — | |
| Davis Capital Management | FL | $147.5M | 589 | — | |
| WYNNEFIELD CAPITAL INC | NY | $147.5M | 9 | — | |
| Sagace Wealth Management LLC | FL | $147.5M | 69 | — | |
| SwitchPoint Financial Planning, LLC | UT | $147.5M | 64 | — | |
| JP Wealth Management, Inc. | SC | $147.5M | 15 | — | |
| Campion Asset Management | VA | $147.4M | 82 | — | |
| Arbiter Partners Capital Management LLC | NY | $147.4M | 40 | — | |
| Paradigm, Strategies in Wealth Management, LLC | MN | $147.4M | 55 | — | |
| Entruity Wealth, LLC | CA | $147.3M | 46 | — | |
| Processus Wealth & Capital Management, LLC | TN | $147.3M | 35 | — | |
| Strategent Financial, LLC | VA | $147.2M | 41 | — | |
| SANDLER CAPITAL MANAGEMENT | NY | $147.2M | 100 | — | |
| BRIAN LOW FINANCIAL GROUP, LLC | LA | $147.2M | 116 | — | |
| Lighthouse Wealth Management Inc. | OH | $147.2M | 43 | — | |
| Pinnacle West Asset Management, Inc. | WY | $147.1M | 114 | — | |
| Krane Financial Solutions LLC | CA | $147.1M | 48 | — | |
| Income Insurance Ltd | U0 | $147.1M | 164 | — | |
| Yorkville Advisors Global, LP | NJ | $147.0M | 38 | — | |
| Philadelphia Investment Partners, LLC | NJ | $147.0M | 185 | — | |
| Slocum, Gordon & Co LLP | RI | $147.0M | 64 | — | |
| Tide Cove Capital Partners LLC | CA | $146.9M | 13 | — | |
| Lesa Sroufe & Co | WA | $146.9M | 68 | — | |
| MOULTON WEALTH MANAGEMENT, INC | WA | $146.9M | 52 | — | |
| MontVue Capital Management, Inc. | VA | $146.7M | 67 | — | |
| KOM Wealth Management Group, LLC | WI | $146.7M | 89 | — |
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