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 7,251–7,500. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 30 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| University of Pittsburgh - Of the Commonwealth System of Higher Education | PA | $134.9M | 1 | — | |
| Cannon Advisors, Inc. | NC | $134.9M | 87 | — | |
| Enhancing Capital LLC | PA | $134.8M | 86 | — | |
| Atlatl Advisers LLC | WI | $134.8M | 95 | — | |
| General Equity Holdings LP | NY | $134.7M | 11 | — | |
| Hoese & Co LLP | MN | $134.7M | 135 | — | |
| Seneschal Advisors, LLC | WA | $134.7M | 594 | — | |
| Joel Adams & Associates, Inc. | NC | $134.7M | 64 | — | |
| Somerset Group LLC | MN | $134.6M | 59 | — | |
| Tsai Capital Corp | NY | $134.4M | 19 | — | |
| Avantra Family Wealth, Inc. | PA | $134.4M | 158 | — | |
| Harpswell Capital Advisors, LLC | ME | $134.3M | 36 | — | |
| Spear Advisors LLC | NY | $134.3M | 26 | — | |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | R9 | $134.3M | 80 | — | |
| WILLNER & HELLER, LLC | CA | $134.2M | 161 | — | |
| KVP Capital Advisors, LP | CA | $133.9M | 32 | — | |
| RoundAngle Advisors LLC | NJ | $133.8M | 60 | — | |
| BAM Wealth Management, LLC | CO | $133.7M | 158 | — | |
| Langdon Equity Partners | A6 | $133.6M | 11 | — | |
| RF&L WEALTH MANAGEMENT, LLC | MA | $133.6M | 52 | — | |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | OH | $133.5M | 52 | — | |
| PW ADVISORS, LLC \ FL | FL | $133.5M | 35 | — | |
| LightSquare Wealth Management, LLC | MI | $133.5M | 92 | — | |
| Trace Wealth Advisors, LLC | CA | $133.4M | 66 | — | |
| Williams & Novak, LLC | CA | $133.4M | 142 | — | |
| Williamson Legacy Group, LLC | IN | $133.4M | 81 | — | |
| Brickwood Asset Management LLP | X0 | $133.3M | 10 | — | |
| Tenzing Financial LLC | VA | $133.2M | 70 | — | |
| Gainplan LLC | MI | $133.2M | 58 | — | |
| LITTLEJOHN FINANCIAL SERVICES, INC. | OR | $133.1M | 61 | — | |
| Synergy Financial Group, LTD | CA | $133.1M | 123 | — | |
| Camelot Portfolios, LLC | OH | $133.1M | 190 | — | |
| FIDUCIARY ADVISORS, INC. | MO | $133.1M | 121 | — | |
| LuminArx Capital Management LP | NY | $133.1M | 65 | — | |
| Strategic Value Partners, LLC | CT | $132.9M | 1 | — | |
| Phillips Wealth Planners LLC | MS | $132.9M | 210 | — | |
| Bonfire Financial | CO | $132.9M | 57 | — | |
| Harbour Wealth Management Group, Inc. | SC | $132.8M | 89 | — | |
| Centerpoint Advisory Group | KS | $132.8M | 108 | — | |
| Forty-three Eighteen Advisors, LLC | AR | $132.8M | 75 | — | |
| WHI TRUST Co LLC | IL | $132.7M | 88 | — | |
| Madrid Wealth Management, LLC | NM | $132.5M | 70 | — | |
| SIGNAL TREE FINANCIAL PARTNERS LLC | OH | $132.5M | 47 | — | |
| 9823 Capital, L.P. | TX | $132.5M | 45 | — | |
| Axos Invest Inc. | NV | $132.3M | 19 | — | |
| Global Trust Wealth Management LLC | FL | $132.2M | 82 | — | |
| bLong Financial, LLC | TN | $132.2M | 76 | — | |
| Park State Asset Management | MA | $132.1M | 20 | — | |
| Macco Financial Group, Inc. | WI | $132.1M | 21 | — | |
| Penbrook Management LLC | NY | $132.1M | 93 | — | |
| Boyce & Associates Wealth Consulting, Inc. | TX | $132.0M | 80 | — | |
| ALTERNA WEALTH MANAGEMENT, INC | TX | $132.0M | 105 | — | |
| Dale Q Rice Investment Management Ltd | WA | $132.0M | 68 | — | |
| Sincerus Advisory, LLC | NY | $131.9M | 76 | — | |
| Phillip James Consulting Co. | MN | $131.9M | 378 | — | |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | MD | $131.8M | 408 | — | |
| TWIN CITY PRIVATE WEALTH, LLC | NC | $131.8M | 96 | — | |
| Richard Young Associates, Ltd. | GA | $131.7M | 25 | — | |
| Sivik Global Healthcare LLC | CT | $131.7M | 34 | — | |
| RIK SAYLOR FINANCIAL, INC. | OH | $131.7M | 85 | — | |
| VISA FOUNDATION | CA | $131.7M | 1 | — | |
| ATX Financial Planning, LLC | TX | $131.6M | 81 | — | |
| Graver Capital Management, LLC | OH | $131.6M | 25 | — | |
| Fairway Financial, LLC | FL | $131.5M | 23 | — | |
| PlanVest Financial, Inc | MD | $131.5M | 565 | — | |
| Paladin Advisory Group, LLC | IA | $131.5M | 241 | — | |
| Axiom Investment Management LLC | NY | $131.5M | 386 | — | |
| Delta Wealth Advisors LLC | IN | $131.4M | 46 | — | |
| SIMA Wealth Partners, LLC | VA | $131.3M | 131 | — | |
| Vested Financial Planning, LLC | CA | $131.3M | 27 | — | |
| Alcosta Capital Management, Inc. | CA | $131.2M | 23 | — | |
| Stanich Group LLC | NY | $131.2M | 47 | — | |
| AFBI LP | FL | $131.2M | 1 | — | |
| Partnership Wealth Management, LLC | MD | $131.1M | 66 | — | |
| Collier Financial | CO | $131.1M | 136 | — | |
| Sierra Legacy Group | AZ | $131.1M | 77 | — | |
| Schrum Private Wealth Management LLC | FL | $131.1M | 126 | — | |
| Jordan Park Trust Co LLC | NH | $131.0M | 14 | — | |
| Life Planning Partners, Inc | FL | $131.0M | 68 | — | |
| Legacy Advisory Services, LLC | PA | $131.0M | 49 | — | |
| Capital Squared Financial LLC | MD | $131.0M | 85 | — | |
| Evergreen Wealth Partners LLC | MT | $130.9M | 84 | — | |
| LTG Capital LLC | MA | $130.9M | 23 | — | |
| ABS Direct Equity Fund LLC | CT | $130.9M | 109 | — | |
| Aldebaran Capital, LLC | IN | $130.8M | 43 | — | |
| Castlefield Investment Partners LLP | X0 | $130.8M | 35 | — | |
| Emmett Investment Management, LP | NY | $130.8M | 24 | — | |
| Gladius Capital Management LP | UT | $130.7M | 35 | — | |
| NIGHTVIEW CAPITAL, LLC | FL | $130.6M | 15 | — | |
| Financial Life Planners | AZ | $130.4M | 367 | — | |
| Nicholson Meyer Capital Management, Inc. | MO | $130.4M | 43 | — | |
| REICON WEALTH ADVISORS, LLC | GA | $130.3M | 71 | — | |
| Black Maple Capital Management LP | WI | $130.2M | 80 | — | |
| Clarendon Private LLC | MA | $130.2M | 119 | — | |
| Oder Investment Management, LLC | CA | $130.2M | 102 | — | |
| Eddie Patel Inc | IL | $130.2M | 95 | — | |
| Cushing Capital Partners, LLC | WI | $130.1M | 96 | — | |
| Illumine Investment Management, LLC | WA | $130.1M | 92 | — | |
| CORE WEALTH ADVISORS, LLC | IN | $130.1M | 33 | — | |
| Fjell Capital, LLC | ND | $130.0M | 68 | — | |
| Elizabeth Park Capital Advisors, Ltd. | OH | $129.9M | 46 | — | |
| M3 Wealth Management, LLC | OH | $129.9M | 35 | — | |
| BXM Wealth LLC | CO | $129.9M | 131 | — | |
| Platt Investment Counsel, LLC | NC | $129.9M | 13 | — | |
| Nitor Capital Management LLC | NJ | $129.9M | 24 | — | |
| Clifford Group, LLC | MA | $129.8M | 80 | — | |
| Intrinsic Value Partners, LLC | AZ | $129.8M | 69 | — | |
| Richwood Investment Advisors, LLC | OH | $129.7M | 98 | — | |
| Daytona Street Capital LLC | MO | $129.7M | 301 | — | |
| R.H. Investment Group, LLC | AZ | $129.7M | 45 | — | |
| BISLETT MANAGEMENT, LLC | CA | $129.6M | 18 | — | |
| WINNOW WEALTH LLC | TX | $129.6M | 123 | — | |
| Gilbert Capital Group, Inc. | ME | $129.4M | 51 | — | |
| BLALOCK WILLIAMS, LLC | AL | $129.3M | 144 | — | |
| OUTFITTERS FINANCIAL LLC | ME | $129.2M | 80 | — | |
| Rydar Equities, Inc. | TX | $129.2M | 92 | — | |
| Split Rock Private Trading & Wealth Management, LLC | MN | $129.2M | 46 | — | |
| EPACRIA CAPITAL PARTNERS, LLC | CO | $129.1M | 29 | — | |
| Bradyco, Inc. | MA | $129.1M | 38 | — | |
| Clear Point Advisors Inc. | NY | $129.0M | 75 | — | |
| MONETTA FINANCIAL SERVICES INC | IL | $129.0M | 58 | — | |
| Saber Capital Managment, LLC | NC | $129.0M | 29 | — | |
| Teucrium Investment Advisors, LLC | VT | $129.0M | 42 | — | |
| BLUELINE ADVISORS LLC | NH | $129.0M | 217 | — | |
| Palliser Capital (UK) Ltd | X0 | $128.8M | 5 | — | |
| AMG Asset Management Group, Inc. | GA | $128.8M | 80 | — | |
| DAG VENTURES, LLC | CA | $128.8M | 3 | — | |
| Latash Investments, LLC | AK | $128.8M | 19 | — | |
| TenCore Partners, LP | NY | $128.7M | 14 | — | |
| Barnett & Company, Inc. | TN | $128.7M | 88 | — | |
| Kopion Asset Management, LLC | TX | $128.5M | 20 | — | |
| SEGRA CAPITAL MANAGEMENT, LLC | FL | $128.4M | 6 | — | |
| Woodside Wealth Management LLC | MA | $128.0M | 44 | — | |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | FL | $128.0M | 42 | — | |
| BRIDGER MANAGEMENT, LLC | NY | $128.0M | 24 | — | |
| Financial Planning Fort Collins, LLC | CO | $127.9M | 32 | — | |
| Safe Harbor Family Capital, LLC | NC | $127.8M | 55 | — | |
| AEGON USA Investment Management, LLC | IA | $127.8M | 41 | — | |
| York GP, Ltd. | E9 | $127.7M | 2 | — | |
| Tepp RIA, LLC | NJ | $127.7M | 41 | — | |
| Ivory Union Consulting Ltd | D8 | $127.6M | 3 | — | |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | WA | $127.6M | 62 | — | |
| Pelham Capital Ltd. | X0 | $127.6M | 9 | — | |
| WLTH Capital Management, LLC | AZ | $127.6M | 26 | — | |
| Summitas Investment Management LLC | TX | $127.5M | 10 | — | |
| Storgate, LLC | TX | $127.5M | 170 | — | |
| Clear Retirement Advice LLC | CA | $127.4M | 54 | — | |
| Concorde Financial Corp | TX | $127.3M | 26 | — | |
| Ares Financial Consulting, LLC | CA | $127.3M | 1,066 | — | |
| Aegis Wealth Management, Inc. | IA | $127.3M | 111 | — | |
| ACT CAPITAL MANAGEMENT, LLC | PA | $127.2M | 56 | — | |
| Madison Park Capital Advisors, LLC | WA | $127.2M | 62 | — | |
| PEREGRINE INVESTMENT MANAGEMENT INC | A6 | $127.2M | 20 | — | |
| Sun Group Wealth Partners | CA | $127.2M | 73 | — | |
| Midwestern Financial, LLC /IA | IA | $127.1M | 54 | — | |
| STRATEGIC ADVISORY PARTNERS, LLC | NC | $127.1M | 96 | — | |
| PB INVESTMENT PARTNERS, L.P. | CA | $127.1M | 10 | — | |
| Van Diest Capital, LLC | IA | $127.0M | 190 | — | |
| Persium Advisors, LLC | GA | $127.0M | 60 | — | |
| Value Base Ltd. | L3 | $126.9M | 7 | — | |
| True Blue Financial, LLC | MI | $126.9M | 52 | — | |
| Hegarty Advisors, LLC | NY | $126.8M | 57 | — | |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2B | $126.8M | 91 | — | |
| TRAVELERS COMPANIES, INC. | NY | $126.8M | 1 | — | |
| Beartown Capital Management, LLC | MI | $126.7M | 30 | — | |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | CA | $126.7M | 18 | — | |
| POINCIANA ADVISORS GROUP, LLC | FL | $126.7M | 130 | — | |
| Alpha Advisors, LLC/VA | VA | $126.7M | 47 | — | |
| GUARDIAN INVESTMENT MANAGEMENT | CA | $126.7M | 60 | — | |
| Vienna Asset Management LLC | CA | $126.6M | 53 | — | |
| Ares Systematic Credit Ltd | X0 | $126.6M | 150 | — | |
| Ehrenkranz Partners L.P. | NY | $126.4M | 47 | — | |
| HALLSTATT ADVISORS L.P. | NY | $126.4M | 15 | — | |
| GRIZZLYROCK CAPITAL, LLC | IL | $126.3M | 18 | — | |
| LUTS & GREENLEIGH GROUP, INC. | MD | $126.3M | 89 | — | |
| Mallini Complete Financial Planning LLC | FL | $126.3M | 61 | — | |
| GILPIN WEALTH MANAGEMENT, LLC | CO | $126.3M | 998 | — | |
| GTS FINANCIAL, LLC | MN | $126.3M | 43 | — | |
| Sageworth Trust Co of South Dakota | SD | $126.2M | 56 | — | |
| BLODGETT WEALTH ADVISORS, LLC | CA | $126.2M | 64 | — | |
| Total Wealth Planning & Management, Inc. | FL | $126.1M | 175 | — | |
| BROOKTREE CAPITAL MANAGEMENT | MI | $126.1M | 44 | — | |
| Brandywine Asset Management, Inc. | PA | $126.0M | 14 | — | |
| BINGHAM PRIVATE WEALTH, LLC | CA | $126.0M | 164 | — | |
| VISTA FINANCE, LLC | MO | $125.9M | 55 | — | |
| BURR FINANCIAL SERVICES, LLC | CA | $125.8M | 25 | — | |
| P SCHOENFELD ASSET MANAGEMENT LP | NY | $125.8M | 26 | — | |
| NorthAvenue LLC | OH | $125.8M | 266 | — | |
| Northstar Financial Companies, Inc. | PA | $125.8M | 112 | — | |
| IDG China Venture Capital Fund V Associates L.P. | K3 | $125.7M | 1 | — | |
| Lane Generational LLC | FL | $125.6M | 39 | — | |
| AGMAN CAPITAL LLC | NE | $125.6M | 18 | — | |
| VIRTUE ASSET MANAGEMENT LLC | IL | $125.6M | 106 | — | |
| Cauble & Harre Wealth Management, Inc. | MO | $125.5M | 74 | — | |
| REDSTONE WEALTH MANAGEMENT, LLC | OK | $125.5M | 43 | — | |
| Golden Bell Financial Planning LLC | GA | $125.4M | 37 | — | |
| VanWeelden Wealth Management, LLC | OH | $125.4M | 31 | — | |
| Mueller Wealth, LLC | WI | $125.4M | 17 | — | |
| Teca Partners, LP | TX | $125.3M | 9 | — | |
| ASL Financial, LLC | CA | $125.2M | 91 | — | |
| Challenger Wealth Management | CA | $125.2M | 58 | — | |
| Carbahal Olsen Financial Services Group, LLC | CA | $125.1M | 37 | — | |
| Finward Bancorp | IN | $125.1M | 104 | — | |
| PCG ASSET MANAGEMENT, LLC | NJ | $125.1M | 78 | — | |
| Freestate Advisors LLC | KS | $125.1M | 42 | — | |
| Whitebark Investors LP | NV | $125.1M | 9 | — | |
| SENTINEL WEALTH MANAGEMENT, INC. | VA | $125.0M | 39 | — | |
| Broussard Financial Group LLC | LA | $125.0M | 29 | — | |
| Appalachian Capital Management Ltd | OH | $124.9M | 45 | — | |
| Sandro Wealth Management LLC | NJ | $124.9M | 99 | — | |
| Lauer Wealth, LLC | IN | $124.9M | 57 | — | |
| CHESAPEAKE ASSET MANAGEMENT LLC | NY | $124.8M | 312 | — | |
| ROBERT WOOD JOHNSON FOUNDATION | NJ | $124.8M | 2 | — | |
| Prosperity Bancshares Inc | TX | $124.8M | 414 | — | |
| Blue Water Life Science Advisors, LP | CA | $124.7M | 10 | — | |
| ALLIUM FINANCIAL ADVISORS, LLC | OR | $124.7M | 79 | — | |
| Strategic Wealth Advisors LLC | AZ | $124.7M | 267 | — | |
| WFA of San Diego, LLC | CA | $124.6M | 404 | — | |
| Kampmann Melissa S. | WI | $124.6M | 43 | — | |
| Canandaigua National Trust Co of Florida | NY | $124.5M | 108 | — | |
| Campbell Deegan Wealth Management, LLC | VA | $124.5M | 49 | — | |
| Ponta Wealth Partners, LLC | FL | $124.4M | 138 | — | |
| Silver Grove Financial Group, Inc. | NY | $124.4M | 515 | — | |
| STEPHEN J. GARRY & ASSOCIATES, LLC | NY | $124.3M | 51 | — | |
| Coquina Private Wealth LLC | FL | $124.3M | 96 | — | |
| FLAX POND CAPITAL, LLC | PA | $124.3M | 62 | — | |
| Cook & Bynum Capital Management, LLC | AL | $124.2M | 6 | — | |
| Talisman Wealth Advisors LLC | NJ | $124.1M | 101 | — | |
| O'Domhnaill Enterprises, Inc. | WY | $124.1M | 55 | — | |
| NorthLanding Financial Partners, LLC | NY | $124.0M | 41 | — | |
| Clarity Retirement & Wealth, LLC | MA | $124.0M | 26 | — | |
| L1 Global Manager Pty Ltd | C3 | $123.9M | 112 | — | |
| WJ Financial Advisors LLC | CT | $123.8M | 128 | — | |
| Marcho Partners LLP | X0 | $123.8M | 5 | — | |
| Vigil Wealth Management, LLC | FL | $123.7M | 75 | — | |
| Family Legacy Financial Solutions, LLC | NC | $123.7M | 44 | — | |
| Post Resch Tallon Group Inc. | NY | $123.7M | 118 | — | |
| EDMP, INC. | FL | $123.7M | 71 | — | |
| Uptown Financial Advisors LLC | TX | $123.6M | 70 | — | |
| R.H. Dinel Investment Counsel, Inc. | CA | $123.6M | 40 | — | |
| FARLEY CAPITAL L.P. | NY | $123.3M | 18 | — | |
| Cadia Private Client LLC | NJ | $123.2M | 76 | — | |
| Ferguson Johnson Wealth Management Inc | MD | $123.2M | 34 | — | |
| Pitti Group Wealth Management, LLC | NY | $123.2M | 81 | — | |
| DRH Investments, Inc. | CA | $123.2M | 16 | — | |
| BARINGTON COMPANIES MANAGEMENT, LLC | NY | $123.1M | 8 | — | |
| Gumshoe Capital Management LLC | NY | $123.1M | 7 | — | |
| Sound Portfolio Advisors, LLC | CT | $123.1M | 44 | — | |
| Kropog Financial Group, LLC | LA | $123.1M | 33 | — | |
| Cannon Capital Management, Inc. | UT | $123.1M | 28 | — |
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