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 7,001–7,250. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 29 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | MS | $146.5M | 111 | — | |
| WEALTHGARDEN F.S. LLC | CA | $146.5M | 165 | — | |
| Broadview Financial Management, LLC | WI | $146.4M | 40 | — | |
| SpringVest Wealth Management LLC | TX | $146.4M | 67 | — | |
| GREYCROFT LP | NY | $146.3M | 14 | — | |
| Cygnus Capital Advisors, LLC | GA | $146.3M | 111 | — | |
| Clearwave Capital, LLC | CA | $146.3M | 146 | — | |
| Anson Capital, Inc. | GA | $146.2M | 90 | — | |
| Sippican Capital Advisors | MA | $146.1M | 107 | — | |
| Bright Futures Wealth Management, LLC. | NY | $146.1M | 188 | — | |
| Aspetuck Financial Management LLC | CT | $146.0M | 75 | — | |
| 22NW, LP | WA | $145.9M | 16 | — | |
| TRB Advisors LP | NY | $145.9M | 5 | — | |
| J2 Capital Management Inc | MI | $145.8M | 116 | — | |
| Nautilus Advisors LLC | CA | $145.8M | 162 | — | |
| Ibex Investors LLC | CO | $145.8M | 13 | — | |
| Apex Wealth Management, LLC | NH | $145.7M | 57 | — | |
| Aspire Growth Partners LLC | FL | $145.7M | 121 | — | |
| SENTRY INVESTMENT MANAGEMENT LLC | WI | $145.7M | 1 | — | |
| Copia Wealth Management | OR | $145.5M | 532 | — | |
| Crestwood Capital Management, L.P. | NY | $145.5M | 15 | — | |
| Seed Wealth Management, Inc. | IL | $145.4M | 98 | — | |
| Paladin Wealth, LLC | MN | $145.4M | 125 | — | |
| Greenhaven Road Investment Management, L.P. | CT | $145.4M | 17 | — | |
| Axecap Investments, LLC | OH | $145.3M | 69 | — | |
| Kopp Family Office, LLC | MN | $145.3M | 21 | — | |
| Alexis Investment Partners, LLC | TX | $145.2M | 35 | — | |
| AMARA FINANCIAL, LLC. | CA | $145.1M | 45 | — | |
| MidAtlantic Capital Management, Inc. | VA | $145.0M | 84 | — | |
| Nicholas Wealth, LLC. | GA | $144.9M | 111 | — | |
| ADG Wealth Management Group, LLC | LA | $144.7M | 50 | — | |
| Antonelli Financial Advisors, LLC | MI | $144.7M | 52 | — | |
| IMMERSION CORP | FL | $144.7M | 9 | — | |
| Extract Advisors LLC | CA | $144.6M | 21 | — | |
| Constant Guidance Financial LLC | MA | $144.6M | 42 | — | |
| Fairscale Capital, LLC | NH | $144.6M | 437 | — | |
| Comprehensive Financial Planning, Inc./PA | PA | $144.4M | 387 | — | |
| Karl Kapital LLC | CA | $144.4M | 22 | — | |
| Covestor Ltd | X0 | $144.3M | 2,835 | — | |
| TME FINANCIAL, INC. | CA | $144.3M | 65 | — | |
| Exchange Bank | CA | $144.3M | 117 | — | |
| Nabity-Jensen Investment Management Inc | NE | $144.2M | 70 | — | |
| Arrow Capital Management, LLC | NY | $144.1M | 16 | — | |
| Hillman Capital Management, Inc. | MD | $144.0M | 56 | — | |
| Integrated Financial Solutions, Inc. | VA | $144.0M | 31 | — | |
| Impact Investors, Inc | CA | $144.0M | 106 | — | |
| Endure Capital Management, LLC | TX | $143.9M | 25 | — | |
| Advaya LLP | X0 | $143.8M | 7 | — | |
| SCOPIA CAPITAL MANAGEMENT LP | NY | $143.8M | 21 | — | |
| Anchor Capital Management Group Inc | CA | $143.8M | 16 | — | |
| Gladwyn Financial Advisors, Inc. | VA | $143.7M | 86 | — | |
| Aureum Wealth Management, LLC | FL | $143.7M | 60 | — | |
| PINCUS CAPITAL MANAGEMENT, LP | NY | $143.6M | 50 | — | |
| Ripple Effect Asset Management LP | NY | $143.6M | 13 | — | |
| GordonMD Global Investments LP | CA | $143.6M | 16 | — | |
| Capstone Wealth Management, LLC | AL | $143.4M | 50 | — | |
| Ackerman Asset Management, LLC | MD | $143.3M | 35 | — | |
| Aragon Global Management, LP | FL | $143.3M | 18 | — | |
| STOLZ & ASSOCIATES, PS | WA | $143.3M | 30 | — | |
| Encore Global Management, LP | TX | $143.2M | 70 | — | |
| hemming& Wealth Management, Inc. | MI | $143.2M | 15 | — | |
| MACROVIEW INVESTMENT MANAGEMENT LLC | MD | $143.2M | 98 | — | |
| OneAscent Family Office, LLC | AL | $143.2M | 182 | — | |
| MUSTICO FINANCIAL GROUP, INC. | NY | $143.1M | 46 | — | |
| Menard Financial Group LLC | TX | $143.1M | 82 | — | |
| Petiole USA ltd | NY | $143.0M | 32 | — | |
| ENTRUST FINANCIAL LLC | PA | $143.0M | 433 | — | |
| Cooper Capital Advisors LLC | CA | $142.9M | 35 | — | |
| Ipsen Advisor Group LLC | AR | $142.9M | 104 | — | |
| GreatBanc Trust CO | IL | $142.9M | 67 | — | |
| 11.2 Capital Management, LLC | NV | $142.8M | 1 | — | |
| Settian Capital LP | NY | $142.8M | 26 | — | |
| PRIMORIS WEALTH ADVISORS, LLC | FL | $142.7M | 96 | — | |
| Strong Retirement Solutions LLC | WA | $142.7M | 86 | — | |
| Chatterton & Associates Inc. | CA | $142.7M | 97 | — | |
| Bauman Advisory Group, LLC | NV | $142.7M | 63 | — | |
| Balanced Rock Investment Advisors LLC | MA | $142.6M | 96 | — | |
| Arbor Wealth Advisors LLC | MI | $142.5M | 56 | — | |
| Argosy-Lionbridge Management, LLC | PA | $142.5M | 14 | — | |
| Navigate Wealth Management, LLC | AL | $142.4M | 72 | — | |
| Panoramic Capital, LLC | CA | $142.4M | 38 | — | |
| Piscataqua Savings Bank | NH | $142.3M | 416 | — | |
| Laraway Financial Advisors Inc | MN | $142.3M | 129 | — | |
| Avant Financial Advisors LLC | TX | $142.2M | 65 | — | |
| White & Co Financial Planning Inc | WA | $142.2M | 20 | — | |
| Avant Capital LLC | LA | $142.2M | 76 | — | |
| Teton Advisors, LLC | CT | $142.2M | 153 | — | |
| Innovative Wealth Building LLC | MD | $142.2M | 70 | — | |
| Kagan Cocozza Asset Management | NJ | $142.1M | 69 | — | |
| Opulen Financial Group LLC | VA | $142.1M | 114 | — | |
| HFG Advisors, Inc. | OH | $142.1M | 117 | — | |
| Nvest Wealth Strategies, Inc. | OH | $142.0M | 393 | — | |
| Summer Road LLC | FL | $142.0M | 24 | — | |
| EJF Capital LP | VA | $141.9M | 69 | — | |
| Seek First Inc. | CA | $141.9M | 58 | — | |
| OPINICUS CAPITAL, INC. | FL | $141.8M | 98 | — | |
| COTTONWOOD CAPITAL ADVISORS, LLC | UT | $141.8M | 86 | — | |
| BRIGADE CAPITAL MANAGEMENT, LP | NY | $141.7M | 11 | — | |
| SLT Holdings LLC | AZ | $141.7M | 130 | — | |
| SageOak Financial, LLC | OK | $141.6M | 34 | — | |
| MOUNT VERNON ASSOCIATES INC /MD/ | MD | $141.5M | 60 | — | |
| Yorktown Energy Partners XI, L.P. | NY | $141.5M | 4 | — | |
| Networth Advisors, LLC | PA | $141.5M | 381 | — | |
| IF Advisors, LLC | TX | $141.5M | 53 | — | |
| Maytree Asset Management Ltd | K3 | $141.5M | 20 | — | |
| Hummer Financial Advisory Services Inc | IL | $141.4M | 129 | — | |
| Shum Financial Group, Inc. | CA | $141.4M | 93 | — | |
| Versant Venture Management, LLC | CA | $141.4M | 8 | — | |
| PIN OAK INVESTMENT ADVISORS INC | TX | $141.4M | 503 | — | |
| Clearview Wealth Management LLC | CA | $141.4M | 60 | — | |
| PSP Research LLC | NV | $141.3M | 79 | — | |
| RENASANT BANK | MS | $141.3M | 137 | — | |
| CRCM LP | CA | $141.2M | 8 | — | |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | CA | $141.2M | 83 | — | |
| Meritech Capital Associates V L.L.C. | CA | $141.2M | 2 | — | |
| Sunrise Financial Services, LLC | WA | $141.1M | 622 | — | |
| Orographic Financial Advisors, LLC | CO | $141.1M | 106 | — | |
| Watchtower Advisors, LP | CT | $141.0M | 12 | — | |
| MOSAIC FINANCIAL GROUP, LLC | IL | $140.9M | 126 | — | |
| Mork Capital Management, LLC | CA | $140.9M | 103 | — | |
| Orcam Financial Group | CA | $140.9M | 62 | — | |
| Asset Planning,Inc | CA | $140.7M | 299 | — | |
| Volterra Technologies LP | NY | $140.7M | 111 | — | |
| Morey & Quinn Wealth Partners, LLC | NE | $140.6M | 136 | — | |
| ACUTA CAPITAL PARTNERS, LLC | CA | $140.6M | 26 | — | |
| Alpha Wealth Funds, LLC | UT | $140.5M | 39 | — | |
| Orca Wealth Management, LLC | FL | $140.5M | 67 | — | |
| Aurora Private Wealth, Inc. | NJ | $140.5M | 167 | — | |
| Soapstone Management L.P. | MD | $140.4M | 12 | — | |
| Vann Equity Management LLC | TX | $140.4M | 158 | — | |
| Mascagni Wealth Management, Inc. | MS | $140.4M | 127 | — | |
| Petros Family Wealth, LLC | MN | $140.3M | 131 | — | |
| J Digital 6 LLC | IL | $140.1M | 2 | — | |
| Taconic Capital Advisors LP | NY | $140.0M | 11 | — | |
| WealthTrak Capital Management LLC | VA | $140.0M | 80 | — | |
| REXFORD CAPITAL INC | TX | $140.0M | 315 | — | |
| Northwest Wealth Advisors, LLC | WA | $140.0M | 64 | — | |
| SUPERSTRING CAPITAL MANAGEMENT LP | NY | $140.0M | 35 | — | |
| HAMILTON LANE ADVISORS LLC | PA | $140.0M | 20 | — | |
| Guild Investment Management, Inc. | CA | $140.0M | 47 | — | |
| STONE LOFT WEALTH MANAGEMENT LLC | PA | $139.9M | 29 | — | |
| Crocodile Capital Partners GmbH | 2M | $139.8M | 12 | — | |
| CHAPMAN FINANCIAL GROUP, LLC | HI | $139.8M | 265 | — | |
| Summit Financial Consulting LLC | MI | $139.7M | 41 | — | |
| Chancellor Financial Group WB LP | PA | $139.7M | 138 | — | |
| Ridgeline Wealth, LLC | AZ | $139.6M | 52 | — | |
| Shade Tree Advisors LLC | NY | $139.6M | 27 | — | |
| Gambit Capital Management, LLC | TN | $139.5M | 87 | — | |
| KG Capital Management | LA | $139.5M | 123 | — | |
| Rolek Wealth Management LLC | PA | $139.4M | 22 | — | |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | ID | $139.4M | 37 | — | |
| Black Cypress Capital Management, LLC | FL | $139.3M | 31 | — | |
| CHARTIST INC /CA/ | CA | $139.2M | 20 | — | |
| Welch Financial Planning, LLC | CO | $139.1M | 67 | — | |
| Marathon Strategic Advisors, LLC | PA | $139.0M | 52 | — | |
| Center for Wealth Management Advisory | OH | $138.9M | 62 | — | |
| Argyle Capital Partners, LLC | CA | $138.8M | 160 | — | |
| GraniteShares Advisors LLC | NY | $138.8M | 90 | — | |
| Bluegrass Capital Partners LP | FL | $138.8M | 10 | — | |
| Kennondale Capital Management LLC | VA | $138.7M | 78 | — | |
| CHESAPEAKE CAPITAL CORP /IL/ | FL | $138.7M | 156 | — | |
| DKM Wealth Management, Inc. | CA | $138.7M | 76 | — | |
| Seelaus Asset Management LLC | NJ | $138.7M | 203 | — | |
| PMG Wealth Management, Inc. | IL | $138.7M | 59 | — | |
| Michels Family Financial, LLC | TX | $138.6M | 139 | — | |
| CFC Planning Co LLC | IN | $138.6M | 71 | — | |
| SEVEN MILE ADVISORY | NJ | $138.6M | 182 | — | |
| WORMSER FRERES GESTION | I0 | $138.5M | 42 | — | |
| Cogent Private Wealth, Inc. | FL | $138.5M | 98 | — | |
| RMR Capital Management, LLC | CA | $138.5M | 75 | — | |
| ATLANTIC FAMILY WEALTH, LLC | FL | $138.4M | 59 | — | |
| Koa Wealth Management, LLC | CA | $138.3M | 56 | — | |
| STONERIDGE INVESTMENT PARTNERS LLC | PA | $138.3M | 128 | — | |
| Safir Wealth Advisors, LLC | NH | $138.3M | 19 | — | |
| DURANTE & WATERS, LLC | NY | $138.2M | 31 | — | |
| PLANWISER FINANCIAL, LLC | CO | $138.1M | 47 | — | |
| Renaissance Capital LLC | CT | $138.0M | 47 | — | |
| PartnerRe Asset Management CORP | CT | $138.0M | 2 | — | |
| Prota Financial, LLC | TX | $138.0M | 67 | — | |
| Lepercq De Neuflize Asset Management LLC | NY | $138.0M | 26 | — | |
| Factorial Partners, LLC | NY | $137.8M | 60 | — | |
| Tannin Capital LLC | NC | $137.8M | 152 | — | |
| Pine Brook Road Advisors, L.P. | NY | $137.8M | 1 | — | |
| DEMMING FINANCIAL SERVICES CORP /ADV | OH | $137.8M | 37 | — | |
| Legion Partners Asset Management, LLC | CA | $137.7M | 6 | — | |
| Cria, Inc. | NY | $137.7M | 2 | — | |
| Arsenal Capital Advisors LLC | PA | $137.7M | 98 | — | |
| Trium Capital LLP | X0 | $137.7M | 61 | — | |
| LSP Investment Advisors, LLC | NY | $137.7M | 19 | — | |
| Cooksen Wealth, LLC | TX | $137.7M | 45 | — | |
| Rubicon Founders LLC | TN | $137.6M | 3 | — | |
| Clayton Partners LLC | CA | $137.5M | 38 | — | |
| Octahedron Capital Management L.P. | CA | $137.5M | 18 | — | |
| K2 Financial Inc. | CA | $137.5M | 59 | — | |
| Flight Deck Capital, LP | CA | $137.5M | 10 | — | |
| Goldenstone Wealth Management LLC | CA | $137.5M | 89 | — | |
| BANTAMAC CAPITAL, LLC | IL | $137.5M | 68 | — | |
| Applied Capital LLC/FL | FL | $137.5M | 91 | — | |
| AI-Squared Management Ltd | K3 | $137.4M | 19 | — | |
| DiPaolo Financial Group, Inc. | FL | $137.4M | 45 | — | |
| 46 Peaks LLC | PA | $137.3M | 21 | — | |
| LANE BROTHERS & CO INC | AZ | $137.2M | 83 | — | |
| Northern Financial Advisors Inc | MI | $137.2M | 105 | — | |
| Polaris Investment Advisors, LLC | MA | $137.2M | 70 | — | |
| Bank of Marin | CA | $137.0M | 135 | — | |
| Sender Co & Partners, Inc. | NY | $137.0M | 39 | — | |
| Ridgeline Wealth Planning, LLC | OH | $136.9M | 51 | — | |
| Schwallier Wealth Management LLC | MI | $136.9M | 58 | — | |
| Generation Capital Management LLC | NY | $136.9M | 74 | — | |
| EVOLUTION WEALTH MANAGEMENT INC. | FL | $136.8M | 852 | — | |
| South Shore Capital Advisors | MA | $136.8M | 139 | — | |
| SONNIPE LTD | Y8 | $136.7M | 1 | — | |
| URS Advisory LLC | FL | $136.7M | 51 | — | |
| Compass Financial Group, Inc. (Ohio) | OH | $136.6M | 45 | — | |
| Tenere Capital LLC | NY | $136.4M | 22 | — | |
| MJT & Associates Financial Advisory Group, Inc. | MN | $136.2M | 442 | — | |
| Leibman Financial Services, Inc. | NE | $136.2M | 49 | — | |
| CAMELOT TECHNOLOGY ADVISORS, INC. | CA | $136.2M | 57 | — | |
| RAHLFS CAPITAL, LLC | TX | $136.1M | 86 | — | |
| Flagship Capital Management Inc. | PA | $136.1M | 48 | — | |
| Pine Haven Investment Counsel, Inc | MA | $136.0M | 114 | — | |
| Aurora Investment Managers, LLC. | FL | $135.9M | 30 | — | |
| Gagnon Advisors, LLC | NY | $135.9M | 22 | — | |
| Womack Financial LLC | TX | $135.9M | 71 | — | |
| MUIRFIELD WEALTH ADVISORS LLC | NC | $135.9M | 80 | — | |
| Sovereign's Capital Management, LLC | GA | $135.9M | 76 | — | |
| AGH Wealth Advisors, LLC | KS | $135.9M | 123 | — | |
| Black Diamond Capital Management I, LLLP | VI | $135.8M | 8 | — | |
| Parvin Asset Management, LLC | SD | $135.8M | 308 | — | |
| Lionshead Wealth Management, LLC | NY | $135.7M | 108 | — | |
| WPG Advisers, LLC | MD | $135.7M | 1,476 | — | |
| NEW VERNON CAPITAL HOLDINGS II LLC | NJ | $135.6M | 77 | — | |
| TRV GP VI, LLC | MA | $135.6M | 3 | — | |
| Wishbone Management, LP | IL | $135.6M | 4 | — | |
| FIRST COMMUNITY TRUST NA | IA | $135.5M | 359 | — | |
| Dorato Capital Management | CO | $135.5M | 254 | — | |
| Fosse Capital Partners LLP | X0 | $135.4M | 2 | — | |
| LifePlan Financial, LLC | MN | $135.3M | 83 | — | |
| Aquamarine Zurich AG | V8 | $135.3M | 7 | — | |
| Gaddis Premier Wealth Advisors LLC | OK | $135.3M | 84 | — | |
| Spartan Planning & Wealth Management | NC | $135.2M | 69 | — | |
| Grand Central Investment Group | FL | $135.2M | 44 | — | |
| Redwood Park Advisors LLC | CA | $135.2M | 326 | — | |
| FORTRESS FINANCIAL GROUP, LLC | MN | $135.2M | 87 | — | |
| Terra Nova Asset Management LLC | NY | $135.2M | 83 | — | |
| Murphy & Mullick Capital Management Corp | NY | $135.2M | 726 | — | |
| Sage Investment Advisers LLC | NY | $135.0M | 89 | — | |
| Mendota Financial Group, LLC | WI | $135.0M | 32 | — | |
| Alamea Verwaltungs GmbH | NJ | $135.0M | 82 | — | |
| B Group, Inc. | TX | $134.9M | 20 | — |
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