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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 8,001–8,250. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.

ManagerStateBook valuePositionsLargest holding
HarbourVest Partners LLCMA$100.9M5
Walsh & Associates, LLCFL$100.8M287
Traub Capital Management LLCMA$100.8M130
BankChampaign, National AssociationIL$100.8M184
Calder Financial LLCPA$100.7M40
Column Group LLCCA$100.7M3
Jefferson Bridge Capital, LLCTN$100.7M53
Ally Bridge Group (NY) LLCNY$100.7M21
Portfolio Resources Advisor Group, Inc.FL$100.7M148
Rule One Partners, LLCGA$100.5M10
Jeter Robert S IIDE$100.4M43
E&R Wealth Management, LLCSC$100.4M12
Grange Capital, LLCOR$100.4M46
Alamut Investment Management LLPX0$100.4M3
Vistica Wealth Advisors, LLCCA$100.3M49
Eschler Asset Management LLPX0$100.3M33
Smart Portfolios, LLCWA$100.3M99
Audent Global Asset Management, LLCCA$100.2M51
Fourier Capital Management LtdK3$100.1M14
AlphaCentric Advisors LLCPR$100.1M252
WEBER CAPITAL MANAGEMENT LLC /ADVCA$100.1M14
Robert B. Daugherty FoundationNE$100.0M1
HICKS CAPITAL MANAGEMENT LLCOH$100.0M37
Arrow Capital Pty LtdC3$100.0M17
OneAscent Investment Solutions LLCAL$100.0M128
Peck Wealth Management, LLCNY$99.7M122
Asset Value Investors LtdX0$99.6M2
Michael Brady & Co., LLCOH$99.5M54
Ramiah Investment GroupWI$99.5M32
BANTA ASSET MANAGEMENT LPCA$99.5M20
Lionsbridge Wealth Management LLCFL$99.5M59
SAPPHIRE VENTURES, L.L.C.TX$99.4M4
Candelo Capital Management LPNY$99.4M22
Peoples Bank/KSKS$99.4M99
MILFAM LLCFL$99.3M7
Capstone Capital Management LtdK3$99.3M51
Putney Financial Group LLCCA$99.3M84
Arthedge Capital Management, LLCNY$99.3M9
Susquehanna Capital Management, LLCDE$99.2M1
Kite Lake Capital Management (UK) LLPX0$99.1M5
INVESTED ADVISORSPA$99.0M138
Ishara Investments LPCA$99.0M36
Cedarwood Wealth LLCCO$99.0M81
Objective Capital Management, LLCOH$99.0M94
Vennlight Capital Management, LPCT$99.0M18
Alpine Peaks Capital, LPNY$98.9M20
Titiun YejielX3$98.8M55
Willow Financial LLCAR$98.7M37
Fund Advisors of America Inc/FLFL$98.7M118
MOZAYYX MANAGEMENT LLCTX$98.6M16
Karras Company, Inc.UT$98.6M61
Michelson Medical Research Foundation, Inc.CA$98.5M21
Western Pacific Wealth Management, LPIL$98.4M197
Closed-End Fund Advisors, Inc.VA$98.3M162
INKWELL CAPITAL LLCFL$98.2M31
Oakmont Advisory Group, LLCNM$98.2M119
Sulzberger Capital Advisors, Inc.FL$98.0M49
Thayer Financial, L.L.C.NC$98.0M33
Walsky Investment Management, Inc.PA$98.0M50
Advisory Advocates, LLCMI$97.9M160
Ebert Capital Management Inc.CA$97.9M26
WULFF, HANSEN & CO.CA$97.9M98
Whitford Management LLCNY$97.9M22
Financial Network Wealth Advisors LLCUT$97.7M772
GLP Holdings LLLPGA$97.7M4
Urban Wealth Management, LLCCA$97.7M93
CSP Financial Group, LLCAZ$97.7M20
Bluebird Wealth Management LLCMA$97.7M77
Villanova Investment Management Co LLCPA$97.6M56
Broadhurst Jeffrey BPA$97.6M41
RCW Management, LLCFL$97.6M68
CHIRON CAPITAL MANAGEMENT, LLCFL$97.5M117
Sensenig Capital Advisors, IncPA$97.5M33
Ballast Financial Advisors LLCPA$97.5M68
John & Kathleen Schreiber FoundationIL$97.5M4
COGENT STRATEGIC WEALTH LLCIL$97.3M56
Atlas Wealth Partners, LLCPA$97.3M65
Entelevest, LLCFL$97.2M107
Strategic Financial Group, LLCMI$97.1M18
Unified Investment ManagementGA$97.1M132
PARTNERS WEALTH MANAGEMENT, LLCCA$97.0M109
Yu FanK3$97.0M8
LANDMARK INVESTMENT PARTNERS, L.P.FL$96.8M20
Standard Family Office LLCSD$96.8M31
BRIGHT VALLEY CAPITAL LtdK3$96.7M11
truNorth Financial Services, Inc.PA$96.7M49
RAMSEY QUANTITATIVE SYSTEMSKY$96.6M14
Fullerton Advisors, LLCCA$96.6M53
Watershed Asset Management, L.L.C.CA$96.5M118
Samara Investment Management, LLCOR$96.5M72
Yanni & Associates Investment Advisors, LLCPA$96.5M34
J. Mark Nickell & Co.TN$96.4M31
STEEL PARTNERS HOLDINGS L.P.NY$96.4M10
Unify Financial AdvisorsFL$96.4M89
Hestia Capital Management, LLCPA$96.3M4
Wernau Asset Management Inc.MA$96.1M47
Professional Financial Management, Inc.WI$96.1M23
American Wealth Advisors, LLCGA$96.0M41
E6 Portfolios, LLCUT$95.9M58
Oregon Pacific Wealth Management, LLCOR$95.8M105
IFC & Insurance Marketing, Inc.CA$95.8M72
Fortress Financial Solutions, LLCAZ$95.7M56
RED REEF ADVISORS LLCFL$95.5M179
SFI Advisors, LLCNJ$95.2M48
Pacific Excel Wealth Advisors, Inc.CA$95.1M140
HELIOS CAPITAL MANAGEMENT PTE. LTDU0$95.1M21
Premier Private Wealth Management LLCFL$94.8M53
Aflac IncGA$94.8M4
Ankerstar Wealth, LLCTX$94.7M955
Kurv Investment Management LLCCA$94.6M35
Boxwood Ventures, Inc.IL$94.3M33
Boyer Financial Services, Inc.CA$94.3M44
Shelter Rock Management, LLCNY$94.3M35
Briggs Wealth Management, IncCT$94.3M58
NEW VERNON INVESTMENT MANAGEMENT LLCIL$94.2M39
MONTCHANIN ASSET MANAGEMENT, LLCDE$94.1M54
Isabella Capital Management LLPX0$94.0M7
WealthCare Asset Management, LLCMO$94.0M32
Arrow Investment Advisors, LLCMD$93.9M59
SaddleRock Capital Management LLCNY$93.8M17
FirstWave Capital Management LLCFL$93.7M26
Wall Capital Group, Inc.AZ$93.7M23
LWM Advisory Services, LLCFL$93.7M76
GRITSTONE ASSET MANAGEMENT LLCMD$93.6M154
Avail Investment Partners, LLCPA$93.6M137
Wallace Advisory Group, LLCCA$93.6M123
Telligent Fund, LPK3$93.6M24
Robocap Asset Management LtdX0$93.5M23
SURIENCE PRIVATE WEALTH LLCWA$93.2M40
Eurizon Asset Management Hungary Ltd.K5$93.1M20
Seven Six Capital Management, LLCNY$93.0M25
Investment Insight Wealth Management, LLCNY$92.7M36
ANCHOR CAPITAL MANAGEMENT COMPANY, LLCNC$92.7M7
Rangeley Capital, LLCCT$92.6M133
Yunqi Capital LtdK3$92.4M4
Windward Management LPFL$92.4M6
Jackson Brooke LLCMI$92.3M1
Aspirean Wealth, LLCCA$92.1M18
MARQUETTE ASSOCIATES, INC.IL$91.9M25
Index Technologies Group LLCNY$91.8M135
Good Harbor Advisors, Inc.MA$91.6M82
Sherry Group, Inc.AR$91.6M41
Kazazian Asset Management, LLCFL$91.5M43
XY Capital LtdK3$91.3M50
Guilbault Capital LLCLA$91.3M67
ACCOUNT MANAGEMENT LLCMA$91.3M23
Markin Asset Management, LPNY$91.1M38
Private Harbour Investment Management & Counsel, LLCOH$91.1M36
Plus Group Wealth Advisors LLCWI$90.9M41
Measured Risk Portfolios, Inc.CA$90.8M64
MLP3, LLCNJ$90.7M86
Provident Living Financial Services, Inc.UT$90.6M48
Incision Capital Management LPCA$90.6M4
General Motors Holdings LLCMI$90.5M5
WD Thunder CV Ultimate GP LLCTX$90.3M1
SCP Investment, LPCA$90.3M48
Catalyst Investment Management LLCNH$90.2M65
Sage Investment Counsel LLCTN$90.1M127
Angel Oak Capital Advisors, LLCGA$90.0M33
Cedrus Wealth Group LLCMN$89.8M48
Shelter Ins Retirement PlanMO$89.8M8
ARMOR ADVISORS, L.L.C.NY$89.8M14
Miller Financial Services LLCMI$89.7M119
PMG Family Office LLCTX$89.6M100
Coral Wealth Management, LLCFL$89.4M16
Zinnia Wealth Advisory, LLCFL$89.3M96
Bayforest Capital LtdX0$89.3M879
Up Capital Management, Inc.CA$89.1M18
J. Team Financial, Inc.TX$89.1M83
Verdad Advisers, LPMA$88.8M179
Capital Asset Managemnet, LLCCO$88.8M77
Sassicaia Capital Advisers LLCNY$88.8M34
Hyundai Investments Co., Ltd.M5$88.7M72
Xena Financial Planning, LLCOR$88.6M33
Blue Line Capital, LLC / ILIL$88.4M65
GARRISON BRADFORD & ASSOCIATES INCNY$88.4M38
RD Finance LtdG4$88.1M29
Arrington Capital Management, LLCFL$88.1M23
Point Break Capital Management, LLCFL$88.0M13
Parametrica Management LtdK3$88.0M20
BALANCE CAPITAL PARTNERS L.P.NY$87.9M6
DECISION INVESTMENTS, INCCA$87.9M140
Englebert Financial Advisers, LLCPA$87.9M55
Civilization Ventures Management, LLCCA$87.9M2
Kore Advisors LPFL$87.8M15
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)F4$87.8M1
Daventry Group, LPNY$87.8M8
Indie Asset Partners, LLCIN$87.8M83
Marathon Partners Equity Management, LLCNY$87.7M16
Walnut Level Capital LLCCO$87.6M35
Sparta 24 Ltd.L3$87.5M10
MSD CAPITAL, L.P.NY$87.3M3
WEDGEWOOD INVESTORS INC /PA/PA$87.2M99
Integrated Wealth ManagementOH$87.2M95
October Effect LtdVA$86.8M64
Greenline Wealth Management LLCFL$86.7M94
Vertex Investment Solutions Co., Ltd.M0$86.5M25
Benefit Street Partners LLCNY$86.4M19
August Group Capital LtdA6$86.1M93
22C Capital LLCFL$86.0M1
Deuterium Capital Management, LLCFL$86.0M26
Vesey Street Capital Partners, L.L.C.NY$85.8M1
Capital Advisor Network LLCIN$85.1M149
Sunstone Asset Management, L.P.NY$84.9M56
Capitol Family Office, Inc.OR$84.7M48
Triad Investment ManagementCA$84.7M36
Prism Planning Partners LLCIL$84.5M42
STONEBRIDGE ADVISORS LLCCT$84.5M2
Man Investment Partners (US) LPNY$84.3M6
Goodwin Investment AdvisoryGA$84.0M29
Mayar Capital Ltd.X0$83.9M16
ORBA Wealth Advisors, L.L.C.IL$83.9M65
Hunting Hill Global Capital, LLCNY$83.8M64
CPWA, LLCOR$83.7M90
DELPHI MANAGEMENT INC /MA/MA$83.6M79
MARVIN & PALMER ASSOCIATES INCDE$83.5M21
CAZ INVESTMENTS LPTX$83.0M41
Pensionfund SabicP7$83.0M77
Empery Asset Management, LPNY$83.0M32
North Ground CapitalMA$83.0M40
Blantyre Capital LtdX0$82.8M1
Wiser Advisor Group LLCAZ$82.7M224
Variant Private Wealth, LLCVA$82.6M38
FIFTH LANE CAPITAL, LPTX$82.3M58
MSD Partners, L.P.NY$82.3M8
1060 Capital, LLCCO$82.3M12
Axim Planning & WealthOH$82.1M83
KHALL LLCCA$82.0M1
Bayesian Capital Management, LPNY$81.9M137
FinDec Wealth Services, Inc.CA$81.8M30
Fund Resources Investment Holding Group Co LtdK3$81.7M1
Accel Growth Fund V Associates L.L.C.CA$81.7M2
Stone House Capital Management, LLCFL$81.5M2
Walleye Partners, LLCWI$81.4M54
KERR FINANCIAL PLANNING CorpCA$81.4M522
QVIDTVM Management LLCTX$81.4M14
Sonoma Private Wealth LLCCA$81.2M67
Riverview Trust CoWA$81.2M202
MORGENS WATERFALL VINTIADIS & CO INCNY$81.2M14
Significant Wealth Partners LLCIL$81.2M111
Algorithmic Investment Models, LLCMA$81.0M32
FORMULATE FINANCIAL LLCFL$81.0M26
Wellment FinancialIL$80.8M38
Ampfield Management, L.P.NY$80.8M5
HCEP Management LtdK3$80.7M4
HS Investments IV LtdY7$80.6M2
POM Investment Strategies, LLCNC$80.5M433
Ventas, Inc.IL$80.0M1
Glaxis Capital Management, LLCFL$79.9M41
Elite Life Management LLCPA$79.9M56

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