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 501–750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 3 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | MA | $9.1B | 618 | VUG 10% | — |
| MEITAV INVESTMENT HOUSE LTD | L3 | $9.1B | 232 | SPY 11% | — |
| Vestmark Advisory Solutions, Inc. | MA | $9.0B | 1,327 | VTI 3% | — |
| Allianz SE | 2M | $9.0B | 473 | JAAA 22% | — |
| Egerton Capital (UK) LLP | X0 | $9.0B | 24 | V 14% | — |
| AXIOM INVESTORS LLC /DE | CT | $9.0B | 121 | NVDA 14% | — |
| GATEWAY INVESTMENT ADVISERS LLC | OH | $9.0B | 684 | NVDA 11% | — |
| Atria Investments, Inc | NC | $8.9B | 2,028 | NVDA 2% | — |
| ARIEL INVESTMENTS, LLC | IL | $8.9B | 106 | MSGE 4% | — |
| Horizon Investments, LLC | NC | $8.9B | 1,391 | SPYG 7% | — |
| FACTORY MUTUAL INSURANCE CO | MA | $8.9B | 196 | NVDA 6% | — |
| Platinum Equity Advisors, LLC/DE | CA | $8.9B | 6 | INGM 52% | — |
| Sculptor Capital LP | NY | $8.9B | 290 | LITE 1.5 12/15/29 7% | — |
| WHITTIER TRUST CO | CA | $8.9B | 1,343 | NVDA 6% | — |
| COOKE & BIELER LP | PA | $8.8B | 103 | GIL 4% | — |
| River Road Asset Management, LLC | KY | $8.8B | 176 | BJ 4% | — |
| Mirova US LLC | MA | $8.8B | 42 | NVDA 10% | — |
| Municipal Employees' Retirement System of Michigan | MI | $8.8B | 28 | QVML 15% | — |
| Cullen/Frost Bankers, Inc. | TX | $8.8B | 1,393 | AAPL 5% | — |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | NY | $8.8B | 1,363 | NVDA 5% | — |
| Stratos Wealth Partners, LTD. | OH | $8.8B | 1,619 | AAPL 3% | — |
| OPPENHEIMER ASSET MANAGEMENT INC. | NY | $8.8B | 1,113 | MSFT 3% | — |
| Brookstone Capital Management | IL | $8.7B | 1,203 | VTV 2% | — |
| Blue Trust, Inc. | TN | $8.7B | 2,505 | IEF 7% | — |
| Prime Capital Investment Advisors, LLC | KS | $8.6B | 1,025 | AGG 4% | — |
| BANQUE PICTET & CIE SA | V8 | $8.6B | 374 | AMZN 10% | — |
| MAVERICK CAPITAL LTD | TX | $8.6B | 239 | NVDA 6% | — |
| Advisors Capital Management, LLC | NJ | $8.6B | 566 | AAPL 3% | — |
| Norinchukin Bank, The | M0 | $8.6B | 560 | SPY 9% | — |
| Icahn Capital | FL | $8.6B | 12 | IEP 48% | — |
| Penserra Capital Management LLC | CA | $8.5B | 1,095 | AVGO 2% | — |
| YOUSIF CAPITAL MANAGEMENT, LLC | MI | $8.5B | 1,858 | NVDA 5% | — |
| ASR Vermogensbeheer N.V. | P7 | $8.5B | 532 | NVDA 7% | — |
| GARDNER RUSSO & QUINN LLC | PA | $8.5B | 86 | BRK/A 12% | — |
| DEERFIELD MANAGEMENT COMPANY, L.P. | NY | $8.5B | 82 | NUVALENT INC | — |
| Fiduciary Trust Co | MA | $8.5B | 865 | IVV 12% | — |
| Value Aligned Research Advisors, LLC | NJ | $8.4B | 53 | LITE 9% | — |
| Valmark Advisers, Inc. | OH | $8.4B | 675 | VEA 9% | — |
| Quadrature Capital Ltd | X0 | $8.4B | 1,313 | ASML 3% | — |
| Andra AP-fonden | V7 | $8.4B | 396 | NVDA 7% | — |
| NewEdge Wealth, LLC | CT | $8.4B | 1,109 | USFR 5% | — |
| Modera Wealth Management, LLC | NJ | $8.3B | 635 | VUG 6% | — |
| GILDER GAGNON HOWE & CO LLC | NY | $8.3B | 252 | NVDA 5% | — |
| Vest Financial, LLC | VA | $8.3B | 414 | CB 2% | — |
| OPPENHEIMER & CO INC | NY | $8.2B | 1,683 | AAPL 3% | — |
| Jefferies Financial Group Inc. | NY | $8.2B | 1,376 | SPY 5% | — |
| Sarasin & Partners LLP | X0 | $8.2B | 88 | NVDA 10% | — |
| LGT Group Foundation | N2 | $8.2B | 283 | MSFT 7% | — |
| Rubric Capital Management LP | NY | $8.2B | 82 | TLN 14% | — |
| CAUSEWAY CAPITAL MANAGEMENT LLC | CA | $8.1B | 107 | AZN 18% | — |
| CHOREO, LLC | IL | $8.1B | 1,613 | VUG 6% | — |
| Williams Jones Wealth Management, LLC. | NY | $8.1B | 514 | AAPL 6% | — |
| OP Asset Management Ltd | H9 | $8.1B | 719 | NVDA 11% | — |
| Compagnie Lombard Odier SCmA | V8 | $8.1B | 436 | NVDA 8% | — |
| COLDSTREAM CAPITAL MANAGEMENT INC | WA | $8.1B | 1,192 | IVV 7% | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC | TX | $8.1B | 1,757 | AAPL 3% | — |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | X0 | $8.1B | 21 | V 9% | — |
| Allen Investment Management, LLC | NY | $8.1B | 221 | AMZN 7% | — |
| Vinva Investment Management Ltd | C3 | $8.1B | 435 | NVDA 7% | — |
| Madison Asset Management, LLC | WI | $8.1B | 349 | ACGL 5% | — |
| Foundations Investment Advisors, LLC | AZ | $8.1B | 1,153 | IVW 3% | — |
| FIDUCIARY MANAGEMENT INC /WI/ | WI | $8.1B | 62 | ARMK 5% | — |
| Midwest Trust Co | KS | $8.0B | 593 | AAPL 5% | — |
| Engineers Gate Manager LP | NY | $8.0B | 2,137 | TMUS 1% | — |
| STEPHENS INC /AR/ | AR | $8.0B | 1,311 | VTI 3% | — |
| HBK INVESTMENTS L P | TX | $7.9B | 221 | HO1 9% | — |
| Champlain Investment Partners, LLC | VT | $7.9B | 130 | TW 2% | — |
| Illinois Municipal Retirement Fund | IL | $7.9B | 1,127 | NVDA 4% | — |
| Summit Financial, LLC | NJ | $7.8B | 1,397 | VTI 7% | — |
| Jain Global LLC | NY | $7.8B | 913 | GLD 3% | — |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | OH | $7.8B | 1,278 | GOOG 6% | — |
| PEAPACK GLADSTONE FINANCIAL CORP | NJ | $7.8B | 651 | AAPL 4% | — |
| PINNACLE ASSOCIATES LTD | NY | $7.8B | 955 | JNJ 5% | — |
| EVERETT HARRIS & CO /CA/ | CA | $7.8B | 323 | AAPL 13% | — |
| Investment Management Corp of Ontario | Z4 | $7.8B | 664 | NVDA 6% | — |
| Whale Rock Capital Management LLC | MA | $7.7B | 35 | GOOGL 10% | — |
| Welch & Forbes LLC | MA | $7.7B | 368 | NVDA 7% | — |
| SB INVESTMENT ADVISERS (UK) LTD | X0 | $7.7B | 10 | CPNG 71% | — |
| Magellan Asset Management Ltd | C3 | $7.7B | 79 | AMZN 6% | — |
| ABN AMRO INVESTMENT SOLUTIONS | I0 | $7.7B | 629 | NVDA 6% | — |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | OR | $7.6B | 1,510 | NVDA 6% | — |
| OFI INVEST ASSET MANAGEMENT | I0 | $7.6B | 347 | AAPL 7% | — |
| AEGON ASSET MANAGEMENT UK Plc | X0 | $7.5B | 162 | NVDA 7% | — |
| Advisory Services Network, LLC | GA | $7.5B | 4,832 | AAPL 3% | — |
| YACKTMAN ASSET MANAGEMENT LP | TX | $7.5B | 76 | CNQ 11% | — |
| BRIDGES INVESTMENT MANAGEMENT INC | NE | $7.4B | 396 | IJH 5% | — |
| GENDELL JEFFREY L | CT | $7.3B | 101 | IESC 67% | — |
| Canoe Financial LP | A0 | $7.3B | 112 | CNI 5% | — |
| Kingsview Wealth Management, LLC | OR | $7.3B | 1,312 | MPRO 3% | — |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | OR | $7.3B | 406 | ACWX 5% | — |
| LBP AM SA | I0 | $7.3B | 388 | NVDA 7% | — |
| Stephens Investment Management Group LLC | AR | $7.3B | 173 | FCFS 2% | — |
| Soros Fund Management | NY | $7.3B | 250 | AMZN 6% | — |
| Composition Wealth, LLC | CA | $7.3B | 884 | SCHF 5% | — |
| Union Bancaire Privee, UBP SA | V8 | $7.2B | 487 | MSFT 20% | — |
| CITIZENS FINANCIAL GROUP INC/RI | RI | $7.2B | 837 | VOO 6% | — |
| Ballentine Partners, LLC | MA | $7.2B | 1,014 | VTI 25% | — |
| Findlay Park Partners LLP | X0 | $7.2B | 56 | ITT 4% | — |
| UMB Bank, n.a. | MO | $7.2B | 2,284 | UMBF 7% | — |
| Groupe la Francaise | I0 | $7.2B | 422 | TTE 10% | — |
| First Pacific Advisors, LP | CA | $7.1B | 85 | ADI 8% | — |
| SATURNA CAPITAL CORP | WA | $7.1B | 148 | TSM 9% | — |
| MANNING & NAPIER ADVISORS LLC | NY | $7.1B | 616 | NVDA 5% | — |
| Amova Asset Management Americas, Inc. | NY | $7.1B | 186 | SHOP 6% | — |
| Forum Financial Management, LP | IL | $7.1B | 331 | DFAC 23% | — |
| iA Global Asset Management Inc. | A8 | $7.1B | 396 | NVDA 7% | — |
| Longview Partners (Guernsey) LTD | Y7 | $7.1B | 25 | WST 5% | — |
| Railway Pension Investments Ltd | X0 | $7.0B | 103 | MSFT 5% | — |
| Circle Wealth Management, LLC | NJ | $7.0B | 261 | AAPL 43% | — |
| OpenArc Corporate Advisory, LLC | GA | $7.0B | 716 | NVDA 6% | — |
| SEGALL BRYANT & HAMILL, LLC | IL | $7.0B | 576 | NVDA 2% | — |
| Summit Trail Advisors, LLC | NY | $7.0B | 1,441 | VOO 9% | — |
| Pure Financial Advisors, LLC | CA | $7.0B | 572 | SPY 10% | — |
| Defiance ETFs, LLC | NY | $7.0B | 364 | ORCL 7% | — |
| Raiffeisen Bank International AG | C4 | $6.9B | 628 | NVDA 7% | — |
| WHITEBOX ADVISORS LLC | MN | $6.9B | 545 | WDC 3 11/15/28 21% | — |
| Douglas Lane & Associates, LLC | NY | $6.9B | 241 | NVDA 4% | — |
| HM PAYSON & CO | ME | $6.9B | 1,124 | AAPL 6% | — |
| EDMOND DE ROTHSCHILD HOLDING S.A. | V8 | $6.9B | 541 | GOOGL 4% | — |
| Aspex Management (HK) Ltd | K3 | $6.9B | 28 | SNPS 15% | — |
| AIA Group Ltd | K3 | $6.9B | 325 | IVV 22% | — |
| GROUPAMA ASSET MANAGMENT | I0 | $6.8B | 391 | NVDA 6% | — |
| Capital Investment Advisors, LLC | GA | $6.8B | 747 | DGRO 9% | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MN | $6.8B | 222 | VOO 20% | — |
| PRINCIPAL SECURITIES, INC. | IA | $6.8B | 1,411 | USMC 4% | — |
| Crossmark Global Holdings, Inc. | TX | $6.8B | 1,234 | NVDA 5% | — |
| Jericho Capital Asset Management L.P. | CA | $6.8B | 23 | FFIV 11% | — |
| Jump Financial, LLC | IL | $6.8B | 1,798 | IWM 6% | — |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | PA | $6.7B | 96 | WELL 9% | — |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | NY | $6.7B | 540 | HD 4% | — |
| Apella Capital, LLC | CT | $6.7B | 677 | DFAC 10% | — |
| Slate Path Capital LP | NY | $6.7B | 44 | HPE 8% | — |
| Susquehanna Portfolio Strategies, LLC | PA | $6.7B | 959 | MRK 1% | — |
| Briar Hall Management LLC | TN | $6.7B | 1 | ITW 100% | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO | ME | $6.7B | 569 | IVV 12% | — |
| MUFG Securities EMEA plc | X0 | $6.7B | 551 | NVDA 9% | — |
| ACR Alpine Capital Research, LLC | MO | $6.7B | 36 | GBIL 17% | — |
| Mondrian Investment Partners LTD | X0 | $6.7B | 103 | YUMC 14% | — |
| THOMA BRAVO, L.P. | IL | $6.7B | 3 | SAIL 96% | — |
| PBU - The Pension Fund of Early Childhood & Youth Educators | G7 | $6.6B | 190 | NVDA 6% | — |
| ALGERT GLOBAL LLC | CA | $6.6B | 1,134 | SNDK 1% | — |
| SAPIENT CAPITAL LLC | IN | $6.6B | 443 | LLY 20% | — |
| CINCINNATI INSURANCE CO | OH | $6.6B | 63 | JPM 7% | — |
| MONTRUSCO BOLTON INVESTMENTS INC. | A8 | $6.6B | 72 | NVDA 9% | — |
| Aware Super Pty Ltd as trustee of Aware Super | C3 | $6.6B | 235 | NVDA 8% | — |
| IMC-Chicago, LLC | IL | $6.6B | 1,290 | TSLA 8% | — |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | WI | $6.6B | 874 | EFA 17% | — |
| HANTZ FINANCIAL SERVICES, INC. | MI | $6.6B | 2,577 | IVV 6% | — |
| LYRICAL ASSET MANAGEMENT LP | NY | $6.6B | 39 | Flex Ltd | — |
| BOKF, NA | OK | $6.5B | 1,028 | IWB 7% | — |
| Rothschild & Co Wealth Management UK Ltd | X0 | $6.5B | 25 | AXP 13% | — |
| SIGNATUREFD, LLC | GA | $6.5B | 3,431 | IWF 12% | — |
| Perpetual Ltd | C3 | $6.5B | 424 | SRE 4% | — |
| TENOR CAPITAL MANAGEMENT Co., L.P. | NY | $6.5B | 501 | LITE 0.5 12/15/26 6% | — |
| Simplify Asset Management Inc. | NV | $6.5B | 142 | SBIL 71% | — |
| HARBOUR INVESTMENTS, INC. | WI | $6.5B | 4,673 | VOO 4% | — |
| RiverFront Investment Group, LLC | VA | $6.5B | 384 | IEFA 5% | — |
| Gradient Investments LLC | MN | $6.5B | 420 | SPYM 5% | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | MO | $6.4B | 283 | SGOV 3% | — |
| BRADLEY FOSTER & SARGENT INC/CT | CT | $6.4B | 516 | JPM 4% | — |
| WOLVERINE ASSET MANAGEMENT LLC | IL | $6.4B | 1,275 | BABA 0.5 06/01/31 5% | — |
| PGIM Custom Harvest LLC | NJ | $6.4B | 276 | IYW 13% | — |
| Bleakley Financial Group, LLC | NJ | $6.4B | 760 | IVV 5% | — |
| Ethic Inc. | NY | $6.4B | 1,235 | NVDA 7% | — |
| Glenview Trust Co | KY | $6.4B | 500 | NVDA 9% | — |
| Evercore Wealth Management, LLC | NY | $6.4B | 418 | AAPL 6% | — |
| ECP ControlCo, LLC | NJ | $6.3B | 4 | CEG 97% | — |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | MA | $6.3B | 64 | VOO 26% | — |
| CAPITAL ADVISORS INC/OK | OK | $6.2B | 357 | PEP 6% | — |
| Energy Income Partners, LLC | CT | $6.2B | 87 | EPD 8% | — |
| Prospera Financial Services Inc | TX | $6.2B | 1,417 | AAPL 4% | — |
| LETKO, BROSSEAU & ASSOCIATES INC | A8 | $6.2B | 101 | RCI 4% | — |
| World Investment Advisors | NJ | $6.2B | 1,557 | AAPL 4% | — |
| NorthRock Partners, LLC | MN | $6.2B | 653 | JMTG 8% | — |
| BARINGS LLC | NC | $6.2B | 179 | IVV 17% | — |
| Mesirow Financial Investment Management, Inc. | IL | $6.2B | 517 | BRK/B 8% | — |
| Apollon Wealth Management, LLC | SC | $6.2B | 1,401 | NVDA 4% | — |
| AKRE CAPITAL MANAGEMENT LLC | VA | $6.1B | 19 | MA 19% | — |
| Howard Capital Management Inc. | GA | $6.1B | 332 | BIL 19% | — |
| CAPITAL INTERNATIONAL SARL | CA | $6.1B | 287 | META 5% | — |
| AQR Arbitrage LLC | CT | $6.1B | 556 | EA* 2% | — |
| BRISTOL JOHN W & CO INC /NY/ | NY | $6.1B | 61 | AMZN 6% | — |
| GREENHAVEN ASSOCIATES INC | NY | $6.1B | 27 | General Motors Co (GM) | — |
| Elo Mutual Pension Insurance Co | H9 | $6.1B | 581 | NVDA 8% | — |
| CAISSE DES DEPOTS ET CONSIGNATIONS | I0 | $6.1B | 217 | TTE 47% | — |
| Harvest Portfolios Group Inc. | A6 | $6.1B | 260 | MSTR 6% | — |
| Arkadios Wealth Advisors | GA | $6.0B | 1,618 | AAPL 3% | — |
| EVENTIDE ASSET MANAGEMENT, LLC | MA | $6.0B | 278 | GH 4% | — |
| Ruane, Cunniff & Goldfarb L.P. | NY | $6.0B | 50 | GOOGL 10% | — |
| REAVES W H & CO INC | NJ | $6.0B | 90 | TLN 8% | — |
| Advisors Asset Management, Inc. | CO | $6.0B | 1,451 | GOOGL 3% | — |
| Apollo Management Holdings, L.P. | NY | $6.0B | 81 | ECHO 3.875 11/30/30 14% | — |
| GF FUND MANAGEMENT CO. LTD. | F4 | $6.0B | 624 | NVDA 7% | — |
| OLD NATIONAL BANCORP /IN/ | IN | $6.0B | 615 | ONB 16% | — |
| BC Partners PE LP | NY | $6.0B | 2 | CHWY 80% | — |
| Crestwood Advisors Group, LLC | MA | $5.9B | 765 | AAPL 6% | — |
| Appaloosa | NJ | $5.9B | 31 | AMZN 15% | — |
| Capital Group Private Client Services, Inc. | CA | $5.9B | 240 | CGGR 18% | — |
| Border to Coast Pensions Partnership Ltd | X0 | $5.9B | 92 | AZN 7% | — |
| Glencore plc | V8 | $5.9B | 2 | BG 70% | — |
| OAKTREE CAPITAL MANAGEMENT LP | CA | $5.9B | 142 | TRMD 11% | — |
| Veritas Asset Management LLP | X0 | $5.9B | 21 | AMZN 9% | — |
| TimesSquare Capital Management, LLC | NY | $5.9B | 151 | EME 3% | — |
| J. Safra Sarasin Holding AG | V8 | $5.9B | 542 | NVDA 5% | — |
| Liontrust Investment Partners LLP | X0 | $5.9B | 196 | ASTRAZENECA PLC | — |
| CRAWFORD INVESTMENT COUNSEL INC | GA | $5.9B | 300 | ABBV 3% | — |
| Blue Sparrow, LLC /DE | NY | $5.8B | 176 | IVV 15% | — |
| EASTERN BANK | MA | $5.8B | 1,071 | GVI 5% | — |
| SAMLYN CAPITAL, LLC | NY | $5.8B | 75 | LPLA 12% | — |
| Modern Wealth Management, LLC | MO | $5.8B | 870 | FBND 4% | — |
| Guinness Asset Management LTD | X0 | $5.8B | 143 | JNJ 5% | — |
| Kestra Investment Management, LLC | TX | $5.8B | 439 | IUSV 7% | — |
| PECONIC PARTNERS LLC | NY | $5.8B | 9 | PWR 48% | — |
| Facet Wealth, Inc. | FL | $5.8B | 349 | VEA 16% | — |
| RITHOLTZ WEALTH MANAGEMENT | NY | $5.8B | 1,190 | VTI 9% | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | WA | $5.8B | 984 | NVDA 6% | — |
| HANCOCK WHITNEY CORP | MS | $5.8B | 749 | IVV 5% | — |
| XTX Topco Ltd | X0 | $5.8B | 3,773 | EWY 1% | — |
| ValueAct Holdings, L.P. | CA | $5.7B | 18 | V 12% | — |
| Louisiana State Employees Retirement System | LA | $5.7B | 1,517 | NVDA 6% | — |
| PGGM Investments | P7 | $5.7B | 67 | WELL 6% | — |
| Japan Post Holdings Co., Ltd. | M0 | $5.7B | 1 | AFL 100% | — |
| Altimeter Capital Management, LP | CA | $5.7B | 13 | NVDA 29% | — |
| Quilter Plc | X0 | $5.7B | 124 | MSFT 8% | — |
| OSSIAM | I0 | $5.7B | 388 | AMD 14% | — |
| Alphinity Investment Management Pty Ltd | C3 | $5.7B | 29 | NVDA 8% | — |
| THOMPSON SIEGEL & WALMSLEY LLC | VA | $5.7B | 409 | AER 2% | — |
| DSM CAPITAL PARTNERS LLC | FL | $5.7B | 44 | NVDA 16% | — |
| FOLKETRYGDFONDET | Q8 | $5.6B | 11 | EQNR 70% | — |
| DAVIS R M INC | ME | $5.6B | 273 | SPY 6% | — |
| Rokos Capital Management LLP | X0 | $5.6B | 127 | GOOGL 17% | — |
| Curi Capital, LLC | IL | $5.6B | 859 | MSFT 3% | — |
| DIVERSIFY WEALTH MANAGEMENT, LLC | UT | $5.6B | 1,137 | NVDA 5% | — |
| Parallel Advisors, LLC | CA | $5.6B | 3,799 | IVV 13% | — |
| DONALD SMITH & CO., INC. | NY | $5.6B | 62 | AER 8% | — |
| Perigon Wealth Management, LLC | CA | $5.5B | 1,285 | NVDA 5% | — |
| GREAT VALLEY ADVISOR GROUP, INC. | DE | $5.5B | 999 | NVDA 4% | — |
| Altshuler Shaham Ltd | L3 | $5.5B | 408 | TSM 9% | — |
| SAGESPRING WEALTH PARTNERS, LLC | TN | $5.5B | 791 | DYNF 7% | — |
| Douglass Winthrop Advisors, LLC | NY | $5.5B | 303 | BRK/B 8% | — |
| RFG Advisory, LLC | AL | $5.4B | 1,037 | BDBT 8% | — |
| Weiss Asset Management LP | MA | $5.4B | 472 | NVDA 18% | — |
| EVOKE WEALTH, LLC | CA | $5.4B | 697 | GLDM 13% | — |
| WEDGE CAPITAL MANAGEMENT L L P/NC | NC | $5.4B | 527 | SNX 1% | — |
| Diversified Trust Co | TN | $5.4B | 1,049 | VOO 10% | — |
| Exor N.V. | P7 | $5.4B | 3 | KONINKLIJKE PHILIPS N | — |
| Linonia Partnership LP | NY | $5.4B | 14 | GWRE 21% | — |
| Catalyst Capital Advisors LLC | PR | $5.4B | 365 | IWB 11% | — |
| Kohlberg Kravis Roberts & Co. L.P. | NY | $5.3B | 92 | BTSG 33% | — |
| Annex Advisory Services, LLC | WI | $5.3B | 374 | UBND 7% | — |
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