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 7,501–7,750. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 31 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| MISHPACHA HOLDINGS CORP | D5 | $123.1M | 3 | — | |
| Aristotle Pacific Capital, LLC | CA | $123.0M | 5 | — | |
| Boreal Capital Management LLC | FL | $122.9M | 501 | — | |
| Adelphi Trust Co | FL | $122.9M | 105 | — | |
| KRAEMATON INVESTMENT ADVISORS, INC | MA | $122.8M | 99 | — | |
| Corus Family Wealth Advisors | TX | $122.8M | 69 | — | |
| Geremia Financial Services, LLC | NJ | $122.8M | 10 | — | |
| Templeton & Phillips Capital Management, LLC | TN | $122.7M | 55 | — | |
| Blake Schutter Theil Wealth Advisors, LLC | OH | $122.7M | 111 | — | |
| ARBOR CAPITAL MANAGEMENT INC /ADV | AK | $122.6M | 101 | — | |
| Moneda S.A. Administradora General de Fondos | F3 | $122.6M | 25 | — | |
| Fox Financial, Inc | PA | $122.5M | 11 | — | |
| Clarity Wealth Development LLC | OR | $122.5M | 44 | — | |
| Osbon Capital Management LLC | MA | $122.5M | 487 | — | |
| Virtus Fixed Income Advisers, LLC | CT | $122.5M | 23 | — | |
| Lakeshore Capital Group, Inc. | IL | $122.5M | 76 | — | |
| ArborFi Advisors, LLC | MI | $122.5M | 45 | — | |
| Sankala Group LLC | CO | $122.5M | 555 | — | |
| First Financial Group Corp | NC | $122.5M | 80 | — | |
| PINNBROOK CAPITAL MANAGEMENT LP | NY | $122.4M | 33 | — | |
| SEMITAM BONAM LLC | NY | $122.4M | 44 | — | |
| Reyes Financial Architecture, Inc. | CA | $122.4M | 348 | — | |
| Dynamic Financial Group | IA | $122.3M | 69 | — | |
| Roger Wittlin Investment Advisory, LLC | CA | $122.3M | 39 | — | |
| Athena Wealth Management, LLC | NV | $122.2M | 106 | — | |
| Garton & Associates Financial Advisors LLC | KY | $122.2M | 123 | — | |
| Kennon-Green & Company, LLC | OH | $122.0M | 39 | — | |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | IL | $122.0M | 30 | — | |
| Miramar Fiduciary Corp | NV | $122.0M | 5 | — | |
| Targeted Financial Services LLC | FL | $121.9M | 54 | — | |
| Valliance Asset Management Ltd | K3 | $121.9M | 8 | — | |
| Peapod Lane Capital LLC | NY | $121.9M | 62 | — | |
| HOERTKORN RICHARD CHARLES | CA | $121.9M | 75 | — | |
| Peak Wealth Management LLC | NH | $121.9M | 54 | — | |
| Western Reserve Capital Management, LLC | OH | $121.8M | 50 | — | |
| SIERRA OCEAN, LLC | CA | $121.8M | 60 | — | |
| Atlas Venture Advisors, Inc. | MA | $121.6M | 3 | — | |
| RED CRANE WEALTH MANAGEMENT, LLC | CA | $121.5M | 72 | — | |
| Farnam Financial LLC | AZ | $121.5M | 49 | — | |
| CFO CAPITAL MANAGEMENT LLC | CT | $121.5M | 104 | — | |
| Mirabaud Asset Management Ltd | X0 | $121.4M | 32 | — | |
| BLUE JEAN FINANCIAL LLC | NY | $121.3M | 68 | — | |
| TT Capital Management LLC | AZ | $121.3M | 73 | — | |
| Nan Fung Group Holdings Ltd | K3 | $121.3M | 24 | — | |
| Frisco Financial Planning LLC | TX | $121.2M | 29 | — | |
| Chapman Investment Management, LLC | CA | $121.2M | 26 | — | |
| TCM Advisors, LLC | WV | $121.2M | 64 | — | |
| Connective Capital Management, LLC | CA | $121.1M | 66 | — | |
| Paller Financial Services Inc | CO | $120.9M | 43 | — | |
| Avise Financial Cooperative, Inc. | CA | $120.9M | 102 | — | |
| LiftPoint Family Wealth Advisors LLC | NJ | $120.8M | 55 | — | |
| CDC Financial, Inc. | IL | $120.7M | 38 | — | |
| SECTORAL ASSET MANAGEMENT INC | A8 | $120.7M | 77 | — | |
| Reliant Investment Partners, LLC | NC | $120.7M | 113 | — | |
| FULCRUM WEALTH ADVISORS, LLC | WA | $120.7M | 71 | — | |
| Chicago Capital Management, LLC | IL | $120.7M | 29 | — | |
| CONQUIS FINANCIAL LLC | CA | $120.6M | 54 | — | |
| WIREGRASS INVESTMENT MANAGEMENT LLC | GA | $120.6M | 96 | — | |
| Merited Wealth, LLC | FL | $120.6M | 79 | — | |
| MFG WEALTH MANAGEMENT, INC. | IN | $120.6M | 61 | — | |
| JM2 Capital Inc. | OK | $120.6M | 114 | — | |
| AG Asset Advisory, LLC | CA | $120.6M | 25 | — | |
| Tenzing Global Management, LLC | CA | $120.6M | 14 | — | |
| BG Investment Services, LLC | GU | $120.5M | 48 | — | |
| GLOBAL STRATEGIC MANAGEMENT INC | PR | $120.4M | 25 | — | |
| Wealth Preservation Advisors, LLC | TN | $120.4M | 1,035 | — | |
| Lunate Capital Ltd | C0 | $120.4M | 6 | — | |
| Davis Wealth Advisors, LLC | NH | $120.3M | 72 | — | |
| Prosperity Advisers, LLC | PA | $120.3M | 39 | — | |
| A4 Wealth Advisors LLC | NC | $120.3M | 100 | — | |
| Madson Wealth Advisors Inc | CA | $120.3M | 84 | — | |
| Santa Clara Valley Transportation Authority | CA | $120.3M | 4 | — | |
| Approach Retirement Advisors, LLC | AL | $120.2M | 79 | — | |
| Capelight Capital Asset Management LP | NY | $120.2M | 28 | — | |
| Skerryvore Asset Management Ltd | X0 | $120.1M | 7 | — | |
| Troutman Wealth Management, LLC | PA | $119.9M | 36 | — | |
| Scientech Research LLC | NJ | $119.9M | 449 | — | |
| BAYVIEW ASSET MANAGEMENT, LLC | FL | $119.8M | 42 | — | |
| SJBENEN ADVISORY, LLC | NC | $119.7M | 23 | — | |
| Windsor Advisory Group, LLC | OH | $119.7M | 82 | — | |
| AIHC Capital Management Ltd | K3 | $119.7M | 5 | — | |
| Ahara Advisors LLC | NJ | $119.6M | 53 | — | |
| CM Management, LLC | FL | $119.6M | 71 | — | |
| COMMONS CAPITAL, LLC | MA | $119.6M | 85 | — | |
| Yorktown Management & Research Co Inc | VA | $119.5M | 214 | — | |
| INTEGRATED WEALTHCARE, LLC | NC | $119.5M | 28 | — | |
| Ball & Co Wealth Management Inc. | TN | $119.5M | 80 | — | |
| Clio Asset Management LLC | VA | $119.3M | 16 | — | |
| Ionic Capital Management LLC | NY | $119.1M | 141 | — | |
| Lubar & Co., Inc | WI | $119.0M | 3 | — | |
| Commerce Advisors, LLC | TN | $119.0M | 122 | — | |
| SHEPHERD KAPLAN KROCHUK, LLC | MA | $119.0M | 61 | — | |
| marrick wealth, LLC | CA | $118.9M | 52 | — | |
| Harbor Asset Planning, Inc. | MA | $118.9M | 420 | — | |
| Tao Capital Management LP | CA | $118.8M | 8 | — | |
| Schaeffer Financial LLC | MD | $118.8M | 25 | — | |
| M Wealth Management, LLC | CA | $118.8M | 55 | — | |
| PIAR LLC | NV | $118.8M | 62 | — | |
| McCartney Wealth Management LLC | MO | $118.8M | 65 | — | |
| Hudson Portfolio Management LLC | NY | $118.7M | 111 | — | |
| White Knight Strategic Wealth Advisors, LLC | NJ | $118.7M | 81 | — | |
| Stonebridge Financial Group, LLC / MO | MO | $118.6M | 165 | — | |
| Kalehua Capital Management LLC | TX | $118.6M | 23 | — | |
| Kane Co Wealth Management, Inc. | IA | $118.6M | 51 | — | |
| Keenan, LLC | MA | $118.5M | 42 | — | |
| Clientfirst Wealth Management, LLC | AR | $118.5M | 50 | — | |
| WORLDLY PARTNERS MANAGEMENT, LLC | MA | $118.4M | 3 | — | |
| WASHINGTON CAPITAL MANAGEMENT, INC | WA | $118.4M | 102 | — | |
| Elm3 Financial Group, LLC | GA | $118.4M | 117 | — | |
| Topor & Co. Korea | M5 | $118.2M | 18 | — | |
| C2C Wealth Management, LLC | AZ | $118.2M | 92 | — | |
| Aventus Investment Advisors, Inc. | FL | $118.2M | 148 | — | |
| Genoa Capital Gestora de Recursos Ltda. | D5 | $118.1M | 8 | — | |
| Buckley Capital Advisors, LLC | FL | $118.1M | 14 | — | |
| North Capital, Inc. | UT | $118.1M | 93 | — | |
| PARAGON CAPITAL MANAGEMENT INC | UT | $118.0M | 70 | — | |
| Advocate Investing Services LLC | MD | $118.0M | 448 | — | |
| Index Venture Growth Associates III Ltd | Y9 | $118.0M | 2 | — | |
| Tandem Investment Partners LLC | NJ | $118.0M | 73 | — | |
| Ridge Creek Global, Inc | OH | $117.9M | 85 | — | |
| Capstone Wealth Management, Inc. | MT | $117.9M | 38 | — | |
| Warm Springs Advisors Inc. | CA | $117.8M | 48 | — | |
| Koenig Investment Advisory, LLC | OR | $117.7M | 36 | — | |
| Electric Capital Partners, LLC | CA | $117.7M | 7 | — | |
| Orca Investment Management, LLC | OR | $117.6M | 57 | — | |
| North Horizon Holdings Inc. | A6 | $117.5M | 1 | — | |
| Oceanic Investment Management LTD | Y8 | $117.5M | 42 | — | |
| New Dimensions Wealth Management, LLC | TX | $117.5M | 20 | — | |
| Stegent Equity Advisors, Inc. | TX | $117.3M | 101 | — | |
| Donalies Financial Planning, LLC | DC | $117.3M | 74 | — | |
| Alessandra Capital Management, LLC | CA | $117.3M | 112 | — | |
| Risk Paradigm Group, LLC | MA | $117.2M | 59 | — | |
| Virtus Family Office LLC | TX | $117.2M | 73 | — | |
| RHL GROUP, LLC | MI | $117.1M | 240 | — | |
| 4WEALTH ADVISORS, INC. | IL | $117.0M | 142 | — | |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | MN | $117.0M | 13 | — | |
| Liberty Atlantic Advisors LLC | TX | $117.0M | 73 | — | |
| Fairman Group, LLC | PA | $117.0M | 326 | — | |
| Andar Capital Management HK Ltd | K3 | $116.9M | 13 | — | |
| Barden Capital Management, Inc. | TX | $116.9M | 58 | — | |
| Leo H. Evart, Inc. | CA | $116.9M | 298 | — | |
| Orvieto Partners, L.P. | MA | $116.9M | 44 | — | |
| APS Management Group, Inc. | CA | $116.8M | 72 | — | |
| DB Fitzpatrick & Co, Inc | ID | $116.8M | 106 | — | |
| Ulland Investment Advisors, LLC | MN | $116.6M | 213 | — | |
| Ethos Capital Management, Inc. | PA | $116.6M | 56 | — | |
| Smith Asset Management Co., LLC | FL | $116.5M | 71 | — | |
| Godfrey Financial Associates, Inc. | NY | $116.5M | 1,110 | — | |
| Severin Investments, LLC | MO | $116.5M | 171 | — | |
| Runnymede Capital Advisors, Inc. | OH | $116.4M | 75 | — | |
| Journey Beyond Wealth, LLC | GA | $116.4M | 29 | — | |
| McKinney Capital Management, LLC | TX | $116.4M | 46 | — | |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | VA | $116.4M | 52 | — | |
| Fundamenta Capital S.A. | X3 | $116.4M | 11 | — | |
| Sherman Wealth Management LLC | MD | $116.4M | 80 | — | |
| Worthington Financial Partners, LLC | OH | $116.4M | 105 | — | |
| Financially in Tune, LLC | MA | $116.3M | 77 | — | |
| Chung Wu Investment Group, LLC | TX | $116.1M | 259 | — | |
| RHODES INVESTMENT ADVISORS INC /ADV | TX | $116.1M | 116 | — | |
| Alexander Randolph Advisory, Inc. | VA | $116.0M | 54 | — | |
| RM Financial Services, LLC | ME | $116.0M | 75 | — | |
| Sidoxia Capital Management, LLC | CA | $115.8M | 83 | — | |
| Hershey Financial Advisers, LLC | PA | $115.8M | 80 | — | |
| William Howard & Co Financial Advisors Inc | TN | $115.8M | 54 | — | |
| Wilmar Advisors LLC | FL | $115.7M | 27 | — | |
| Silchester International Investors LLP | X0 | $115.6M | 4 | — | |
| James Reed Financial Services, Inc. | OH | $115.5M | 17 | — | |
| TSG Consumer Partners LP | CA | $115.5M | 1 | — | |
| RD Lewis Holdings, Inc. | FL | $115.5M | 86 | — | |
| Quattro Advisors LLC | PA | $115.4M | 51 | — | |
| NewCorp Financial Services, Inc. | GA | $115.4M | 50 | — | |
| LWM ADVISORS INC | CA | $115.3M | 31 | — | |
| RAFFLES ASSOCIATES LP | NY | $115.3M | 49 | — | |
| Corps Capital Advisors, LLC | TX | $115.2M | 96 | — | |
| Cassilly Financial Group LLC | MD | $115.2M | 64 | — | |
| AMERICAN ASSET MANAGEMENT INC. | FL | $115.2M | 31 | — | |
| Perissos Private Wealth Management, LLC | OK | $115.2M | 71 | — | |
| SPWM Advisors LLC | MI | $115.2M | 93 | — | |
| Hudson Oak Wealth Advisory LLC | NJ | $115.1M | 52 | — | |
| BLVD Private Wealth, LLC | KY | $115.1M | 64 | — | |
| BAYBAN | MN | $115.0M | 671 | — | |
| Carter Financial, LLC | CA | $115.0M | 28 | — | |
| INTREPID FAMILY OFFICE LLC | FL | $115.0M | 37 | — | |
| DWR WEALTH MANAGEMENT, LLC | CA | $115.0M | 51 | — | |
| GK Wealth Management LLC | NV | $115.0M | 51 | — | |
| Ativo Capital Management LLC | IL | $115.0M | 55 | — | |
| Investment Advisory Services Group LLC | FL | $114.9M | 29 | — | |
| WealthPoint Financial, LLC | NC | $114.9M | 117 | — | |
| Powerhouse Assets LLC | MA | $114.9M | 55 | — | |
| Anabranch Capital Management, LP | CT | $114.9M | 5 | — | |
| Palatine Hill Wealth Management, LLC | MI | $114.9M | 48 | — | |
| Rubicon Advisors, GP | CA | $114.9M | 76 | — | |
| Asempa Wealth Advisors | LA | $114.8M | 115 | — | |
| MRP Capital Investments, LLC | GA | $114.8M | 210 | — | |
| Dedeker Financial LLC | MN | $114.7M | 50 | — | |
| HBE Wealth Management, LLC | NE | $114.7M | 53 | — | |
| Bey-Douglas LLC | GA | $114.6M | 56 | — | |
| Summerhill Capital Management lnc. | A6 | $114.6M | 35 | — | |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | CA | $114.6M | 98 | — | |
| Longitude (Cayman) Ltd. | E9 | $114.6M | 29 | — | |
| Potomac Capital Management, Inc. | NY | $114.4M | 63 | — | |
| Kelsey Financial, LLC | CA | $114.4M | 63 | — | |
| Kailix Advisors LLC | FL | $114.3M | 10 | — | |
| Wolfstich Capital, LLC | MA | $114.3M | 45 | — | |
| Union Square Park Capital Management, LLC | NY | $114.3M | 53 | — | |
| Karani Asset Management LLC | NY | $114.2M | 53 | — | |
| Winter & Associates, Inc. | MN | $114.2M | 84 | — | |
| Seal Cove Capital, LLC | CA | $114.1M | 19 | — | |
| Quest 10 Wealth Builders, Inc. | VA | $114.1M | 763 | — | |
| Stirlingshire Investments, Inc. | NY | $114.0M | 196 | — | |
| Lord & Richards Wealth Management, LLC | CO | $114.0M | 50 | — | |
| MAIMON WEALTH MANAGEMENT LTD. | L3 | $114.0M | 77 | — | |
| Nitorum Capital, L.P. | NY | $113.9M | 20 | — | |
| CDKV HOLDINGS LLC | CO | $113.9M | 275 | — | |
| Barrier Capital Management, LLC | CA | $113.9M | 16 | — | |
| CrossGen Wealth, LLC | NC | $113.9M | 200 | — | |
| NESTEGG ADVISORS, INC. | NY | $113.9M | 51 | — | |
| Stonepine Capital Management, LLC | OR | $113.7M | 66 | — | |
| Bristlecone Value Partners, LLC | CA | $113.6M | 68 | — | |
| Bosman Wealth Management, LLC | CA | $113.6M | 52 | — | |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | ID | $113.5M | 133 | — | |
| Milestones Private Investment Advisors LLC | NY | $113.5M | 78 | — | |
| Eagle Bay Advisors LLC | NY | $113.3M | 127 | — | |
| Titan Investment Management LLC | IN | $113.3M | 37 | — | |
| IDG China Capital Fund GP III Associates Ltd. | F4 | $113.2M | 2 | — | |
| Hingham Institution for Savings | MA | $113.2M | 15 | — | |
| Sherwood Financial Partners, LLC | CA | $113.1M | 8 | — | |
| Andina Capital Management, LLC | UT | $113.1M | 119 | — | |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | WI | $113.0M | 82 | — | |
| MeadowBrook Investment Advisors LLC | MI | $113.0M | 186 | — | |
| MSRH, LLC | NY | $112.9M | 29 | — | |
| Cooke Wealth Management, LLC | CA | $112.9M | 37 | — | |
| MATTERS CAPITAL LLC | FL | $112.8M | 64 | — | |
| University of Wisconsin Foundation | WI | $112.6M | 10 | — | |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | DC | $112.6M | 56 | — | |
| TRUSTCO BANK CORP N Y | NY | $112.6M | 71 | — | |
| Wealth Care LLC | FL | $112.6M | 67 | — | |
| Oath Planning, LLC | OK | $112.6M | 69 | — | |
| BluePrint Investing LLC | CA | $112.5M | 25 | — | |
| ARGUS INVESTORS' COUNSEL, INC. | NY | $112.5M | 102 | — | |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | VA | $112.4M | 38 | — | |
| Katamaran Capital LLP | X0 | $112.3M | 28 | — | |
| Veradace Capital Management LLC | TX | $112.2M | 24 | — | |
| IFS Group,LLC | PA | $112.2M | 143 | — | |
| Parrish Capital LLC | GA | $112.2M | 86 | — | |
| Andrew Hill Investment Advisors, Inc. | FL | $112.2M | 54 | — | |
| DIKER MANAGEMENT LLC | NY | $112.1M | 42 | — | |
| ACTION POINT FINANCIAL PLANNING, LLC | MI | $112.1M | 69 | — | |
| New Covenant Trust Company, N.A. | IN | $112.0M | 96 | — | |
| Graetz Wealth LLC | MI | $112.0M | 80 | — |
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