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 1,751–2,000. Managers with a full holdings pg are linked; the rest are listed with the numbers we hold for them.
Page 8 of 35 — the hub search covers all 8,741
| Manager | State | Book value | Positions | Largest holding | |
|---|---|---|---|---|---|
| Tema ETFs LLC | NY | $1.5B | 574 | — | |
| UHLMANN PRICE SECURITIES, LLC | IL | $1.5B | 253 | — | |
| Plato Investment Management Ltd | C3 | $1.5B | 516 | — | |
| Lutz Financial Services LLC | NE | $1.5B | 100 | — | |
| Angeles Investment Advisors, LLC | CA | $1.5B | 31 | — | |
| FIRST AMERICAN TRUST, FSB | CA | $1.5B | 290 | — | |
| OAK ASSOCIATES LTD /OH/ | OH | $1.5B | 140 | — | |
| DC Funds, LP | VA | $1.5B | 3 | — | |
| Ally Invest Advisors Inc. | NC | $1.5B | 75 | — | |
| M Holdings Securities, Inc. | OR | $1.5B | 289 | — | |
| BTC Capital Management, Inc. | IA | $1.5B | 207 | — | |
| American Assets Investment Management, LLC | CA | $1.5B | 146 | — | |
| CAHABA WEALTH MANAGEMENT, INC. | GA | $1.5B | 153 | — | |
| Beaird Harris Wealth Management, LLC | TX | $1.5B | 686 | — | |
| Sound View Wealth Advisors Group, LLC | GA | $1.5B | 422 | — | |
| Kentucky Retirement Systems Insurance Trust Fund | KY | $1.5B | 492 | — | |
| Falcon Wealth Planning | CA | $1.5B | 236 | — | |
| SHUFRO ROSE & CO LLC | NY | $1.5B | 304 | — | |
| Pinnacle Wealth Management Advisory Group, LLC | NJ | $1.5B | 550 | — | |
| Adelante Capital Management LLC | CA | $1.5B | 42 | — | |
| Lynrock Lake LP | NY | $1.5B | 27 | — | |
| MCDONALD CAPITAL INVESTORS INC/CA | CA | $1.5B | 21 | — | |
| Keystone Financial Group | KY | $1.5B | 524 | — | |
| Avestar Capital, LLC | NY | $1.5B | 460 | — | |
| SFMG, LLC | TX | $1.5B | 315 | — | |
| Trinity Street Asset Management LLP | X0 | $1.5B | 22 | — | |
| Signal Advisors Wealth, LLC | MI | $1.5B | 570 | — | |
| Liberty 77 Capital L.P. | DC | $1.5B | 3 | — | |
| Checchi Capital Advisers, LLC | CA | $1.5B | 598 | — | |
| Beaumont Financial Advisors, LLC | MA | $1.5B | 369 | — | |
| VERUS CAPITAL PARTNERS, LLC | AZ | $1.5B | 462 | — | |
| CFS Investment Advisory Services, LLC | NJ | $1.5B | 353 | — | |
| Avalon Trust Co | NM | $1.5B | 460 | — | |
| Hikari Tsushin, Inc. | M0 | $1.5B | 78 | — | |
| SSI INVESTMENT MANAGEMENT LLC | CA | $1.4B | 240 | — | |
| Vantage Investment Partners, LLC | MO | $1.4B | 64 | — | |
| Strategic Investment Advisors / MI | MI | $1.4B | 386 | — | |
| CORDA Investment Management, LLC. | TX | $1.4B | 80 | — | |
| Clear Harbor Asset Management, LLC | CT | $1.4B | 438 | — | |
| Strategic Wealth Partners, Ltd. | OH | $1.4B | 1,478 | — | |
| DDD Partners, LLC | WA | $1.4B | 134 | — | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | FL | $1.4B | 2,248 | — | |
| WESTPAC BANKING CORP | C3 | $1.4B | 495 | — | |
| Private Advisory Group LLC | WA | $1.4B | 272 | — | |
| APPLETON PARTNERS INC/MA | MA | $1.4B | 262 | — | |
| NEXPOINT ASSET MANAGEMENT, L.P. | TX | $1.4B | 81 | — | |
| WEITZ INVESTMENT MANAGEMENT, INC. | NE | $1.4B | 49 | — | |
| Styrax Capital, LP | NY | $1.4B | 17 | — | |
| Kopernik Global Investors, LLC | FL | $1.4B | 27 | — | |
| TRIGLAV INVESTMENTS, D.O.O. | 2A | $1.4B | 166 | — | |
| Sage Mountain Advisors LLC | GA | $1.4B | 281 | — | |
| Stonebridge Capital Advisors LLC | MN | $1.4B | 211 | — | |
| Asset Dedication, LLC | CA | $1.4B | 1,114 | — | |
| Alaska Permanent Capital Management, LLC | AK | $1.4B | 39 | — | |
| Kontiki Capital Management (HK) Ltd. | K3 | $1.4B | 7 | — | |
| PARK PRESIDIO CAPITAL LLC | CA | $1.4B | 13 | — | |
| Insight Holdings Group, LLC | NY | $1.4B | 28 | — | |
| Waterloo Capital, L.P. | TX | $1.4B | 479 | — | |
| Nextech Invest, Ltd. | V8 | $1.4B | 17 | — | |
| KANAWHA CAPITAL MANAGEMENT LLC | VA | $1.4B | 221 | — | |
| BROADWOOD CAPITAL INC | NY | $1.4B | 6 | — | |
| Callodine Capital Management, LP | MA | $1.4B | 55 | — | |
| Carrhae Capital LLP | X0 | $1.4B | 21 | — | |
| PHILADELPHIA TRUST CO | PA | $1.4B | 265 | — | |
| Kryger Capital LLC | D0 | $1.4B | 76 | — | |
| Caligan Partners LP | NY | $1.4B | 24 | — | |
| KINTRA WEALTH, LLC | PA | $1.4B | 406 | — | |
| Premier Fund Managers Ltd | X0 | $1.4B | 166 | — | |
| Spyglass Capital Management LLC | CA | $1.4B | 25 | — | |
| Coastal Bridge Advisors, LLC | CT | $1.4B | 445 | — | |
| Quent Capital, LLC | NY | $1.4B | 1,532 | — | |
| Hamilton Wealth, LLC | CA | $1.4B | 114 | — | |
| Efficient Advisors, LLC | OR | $1.4B | 58 | — | |
| Pine Ridge Advisers LLC | NY | $1.4B | 39 | — | |
| Tradition Wealth Management, LLC | MN | $1.4B | 511 | — | |
| INSIGNEO ADVISORY SERVICES, LLC | FL | $1.4B | 736 | — | |
| FIDELIS CAPITAL PARTNERS, LLC | FL | $1.4B | 502 | — | |
| EDGAR LOMAX CO/VA | VA | $1.4B | 56 | — | |
| Rockwood Wealth Management, LLC | PA | $1.4B | 117 | — | |
| Atom Investors LP | TX | $1.4B | 641 | — | |
| Trust Asset Management LLC | TX | $1.4B | 225 | — | |
| YHB Investment Advisors, Inc. | CT | $1.4B | 298 | — | |
| STEELHEAD PARTNERS LLC | WA | $1.4B | 24 | — | |
| Heitman Real Estate Securities LLC | IL | $1.4B | 57 | — | |
| Scheer, Rowlett & Associates Investment Management Ltd. | A6 | $1.4B | 33 | — | |
| ProVise Management Group, LLC | FL | $1.4B | 261 | — | |
| Trans-Canada Capital Inc. | A8 | $1.4B | 6 | — | |
| Sagefield Capital LP | TX | $1.4B | 111 | — | |
| Blue Chip Partners, LLC | MI | $1.4B | 170 | — | |
| Trivest Advisors Ltd | K3 | $1.4B | 29 | — | |
| Opti Capital Management, LP | NY | $1.4B | 36 | — | |
| 1607 Capital Partners, LLC | VA | $1.4B | 139 | — | |
| Nicholas Investment Partners, LP | CA | $1.4B | 205 | — | |
| Fairmount Funds Management LLC | PA | $1.4B | 12 | — | |
| ALGEBRIS (UK) LTD | X0 | $1.4B | 70 | — | |
| Ranger Investment Management, L.P. | TX | $1.4B | 79 | — | |
| VESTOR CAPITAL, LLC | IL | $1.4B | 276 | — | |
| Advisor OS, LLC | IL | $1.4B | 571 | — | |
| Johns Hopkins University | MD | $1.4B | 13 | — | |
| NEXT CENTURY GROWTH INVESTORS LLC | MN | $1.4B | 112 | — | |
| CARRONADE CAPITAL MANAGEMENT, LP | CT | $1.4B | 25 | — | |
| Robinhood Asset Management, LLC | CA | $1.4B | 81 | — | |
| Impactive Capital LP | NY | $1.4B | 10 | — | |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | IN | $1.4B | 283 | — | |
| AEW CAPITAL MANAGEMENT L P | MA | $1.4B | 40 | — | |
| Leo Wealth, LLC | TX | $1.4B | 452 | — | |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | X0 | $1.4B | 94 | — | |
| BALDWIN WEALTH PARTNERS LLC/MA | MA | $1.4B | 222 | — | |
| NEVILLE RODIE & SHAW INC | NY | $1.4B | 245 | — | |
| SMITH, MOORE & CO. | MO | $1.4B | 558 | — | |
| AVITY INVESTMENT MANAGEMENT INC. | CT | $1.4B | 114 | — | |
| Main Management LLC | CA | $1.4B | 102 | — | |
| Capital Investment Advisory Services, LLC | NC | $1.4B | 1,206 | — | |
| Hardy Reed LLC | MS | $1.4B | 243 | — | |
| NAPLES GLOBAL ADVISORS, LLC | FL | $1.4B | 441 | — | |
| Hill Path Capital LP | NY | $1.4B | 7 | — | |
| RWWM, Inc. | CA | $1.4B | 34 | — | |
| Ethos Financial Group, LLC | PA | $1.4B | 540 | — | |
| MHR FUND MANAGEMENT LLC | NY | $1.4B | 10 | — | |
| SILVER OAK SECURITIES, INCORPORATED | TN | $1.4B | 781 | — | |
| Moss Adams Wealth Advisors LLC | WA | $1.4B | 270 | — | |
| Bank of Finland | H9 | $1.4B | 4 | — | |
| Aquamarine Financial (Cayman) Ltd | E9 | $1.4B | 17 | — | |
| Kentucky Retirement Systems | KY | $1.4B | 499 | — | |
| Prescott General Partners LLC | FL | $1.4B | 10 | — | |
| FORA Capital, LLC | FL | $1.4B | 413 | — | |
| Bouchey Financial Group Ltd | NY | $1.4B | 173 | — | |
| CRAMER ROSENTHAL MCGLYNN LLC | CT | $1.4B | 86 | — | |
| Arnhold LLC | NY | $1.4B | 118 | — | |
| Stack Financial Management, Inc | MT | $1.4B | 52 | — | |
| LYELL WEALTH MANAGEMENT, LP | CA | $1.4B | 216 | — | |
| VICUS CAPITAL | PA | $1.4B | 250 | — | |
| DENDUR CAPITAL LP | NY | $1.4B | 21 | — | |
| AlphaStar Capital Management, LLC | NC | $1.4B | 235 | — | |
| SOMA EQUITY PARTNERS LP | CA | $1.4B | 20 | — | |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | NY | $1.4B | 178 | — | |
| METEORA CAPITAL, LLC | FL | $1.4B | 384 | — | |
| Washington Trust Bank | WA | $1.4B | 207 | — | |
| Narwhal Capital Management | GA | $1.4B | 168 | — | |
| KMG FIDUCIARY PARTNERS, LLC | OH | $1.4B | 261 | — | |
| Partners Group Holding AG | V8 | $1.4B | 50 | — | |
| McIlrath & Eck, LLC | WA | $1.3B | 1,645 | — | |
| Heck Capital Advisors, LLC | WI | $1.3B | 202 | — | |
| CapWealth Advisors, LLC | TN | $1.3B | 118 | — | |
| Van Hulzen Asset Management, LLC | CA | $1.3B | 361 | — | |
| HoldCo Asset Management, LP | FL | $1.3B | 29 | — | |
| Verity & Verity, LLC | SC | $1.3B | 138 | — | |
| OAKTOP CAPITAL MANAGEMENT II, L.P. | NJ | $1.3B | 14 | — | |
| Fusion Family Wealth, LLC | NY | $1.3B | 47 | — | |
| N.E.W. Advisory Services LLC | WI | $1.3B | 914 | — | |
| Baring Fintech Manager Holding Ltd | Y7 | $1.3B | 1 | — | |
| 49 WEALTH MANAGEMENT, LLC | TX | $1.3B | 203 | — | |
| WBH ADVISORY INC | MD | $1.3B | 350 | — | |
| Arete Wealth Advisors, LLC | IL | $1.3B | 321 | — | |
| Radcliffe Capital Management, L.P. | PA | $1.3B | 405 | — | |
| Wellspring Financial Advisors, LLC | OH | $1.3B | 278 | — | |
| NBC SECURITIES, INC. | AL | $1.3B | 2,546 | — | |
| Applied Finance Capital Management, LLC | PR | $1.3B | 218 | — | |
| SHP Wealth Management | MA | $1.3B | 1,826 | — | |
| Mantle Ridge LP | NY | $1.3B | 1 | — | |
| MARCO INVESTMENT MANAGEMENT LLC | GA | $1.3B | 232 | — | |
| Turtle Creek Wealth Advisors, LLC | TX | $1.3B | 480 | — | |
| TITLEIST ASSET MANAGEMENT, LLC | TX | $1.3B | 396 | — | |
| Wealthquest Corp | OH | $1.3B | 148 | — | |
| Hilton Capital Management, LLC | NY | $1.3B | 129 | — | |
| Triodos Investment Management BV | P7 | $1.3B | 49 | — | |
| Ascentis Independent Advisors | TX | $1.3B | 2,078 | — | |
| China Universal Asset Management Co., Ltd. | F4 | $1.3B | 502 | — | |
| Casdin Capital, LLC | NY | $1.3B | 40 | — | |
| MBL Wealth, LLC | NC | $1.3B | 331 | — | |
| M.D. Sass, LLC | NY | $1.3B | 36 | — | |
| Unison Advisors LLC | RI | $1.3B | 175 | — | |
| Cumberland Partners Ltd | A6 | $1.3B | 157 | — | |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | L2 | $1.3B | 290 | — | |
| Mill Capital Management, LLC | NC | $1.3B | 130 | — | |
| LEVIN CAPITAL STRATEGIES, L.P. | NY | $1.3B | 221 | — | |
| Wilkinson Global Asset Management LLC | NY | $1.3B | 60 | — | |
| Value Partners Investments Inc. | A2 | $1.3B | 105 | — | |
| Clarkston Capital Partners, LLC | MI | $1.3B | 98 | — | |
| Qsemble Capital Management, LP | NY | $1.3B | 430 | — | |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | WI | $1.3B | 158 | — | |
| EASTERLY INVESTMENT PARTNERS LLC | MA | $1.3B | 166 | — | |
| First Heartland Consultants, Inc. | MO | $1.3B | 523 | — | |
| Clear Creek Financial Management, LLC | WA | $1.3B | 608 | — | |
| PRELUDE CAPITAL MANAGEMENT, LLC | NY | $1.3B | 1,166 | — | |
| SHERMAN PORFOLIOS, LLC | ID | $1.3B | 98 | — | |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | U0 | $1.3B | 135 | — | |
| Parkside Financial Bank & Trust | MO | $1.3B | 2,684 | — | |
| Silver Point Capital L.P. | CT | $1.3B | 16 | — | |
| Greenbrier Partners Capital Management, LLC | TX | $1.3B | 11 | — | |
| Private Wealth Partners, LLC | CA | $1.3B | 168 | — | |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | MI | $1.3B | 143 | — | |
| MPM BIOIMPACT LLC | MA | $1.3B | 41 | — | |
| ALTA CAPITAL MANAGEMENT LLC/ | UT | $1.3B | 100 | — | |
| a16z Capital Management, L.L.C. | CA | $1.3B | 16 | — | |
| Penn Capital Management Company, LLC | PA | $1.3B | 172 | — | |
| Charter Oak Capital Management, LLC | NH | $1.3B | 208 | — | |
| MONECO ADVISORS, LLC | CT | $1.3B | 515 | — | |
| Colonial Trust Advisors | SC | $1.3B | 726 | — | |
| Clearline Capital LP | NY | $1.3B | 104 | — | |
| PAYDEN & RYGEL | CA | $1.3B | 113 | — | |
| RVW Wealth, LLC | CA | $1.3B | 176 | — | |
| Nilsine Partners, LLC | CO | $1.3B | 416 | — | |
| Penobscot Investment Management Company, Inc. | MA | $1.3B | 311 | — | |
| Sovran Advisors, LLC | CA | $1.3B | 578 | — | |
| COZAD ASSET MANAGEMENT INC | IL | $1.3B | 421 | — | |
| Edgemoor Investment Advisors, Inc. | MD | $1.3B | 170 | — | |
| Valiant Capital Management, L.P. | CA | $1.3B | 28 | — | |
| RMR Wealth Builders | NJ | $1.3B | 277 | — | |
| Summit Financial Strategies, Inc. | OH | $1.3B | 169 | — | |
| P/E Global LLC | MA | $1.3B | 7 | — | |
| HARBOR INVESTMENT ADVISORY, LLC | MD | $1.3B | 1,227 | — | |
| PPSC Investment Service Corp | M0 | $1.3B | 8 | — | |
| CGN Advisors LLC | KS | $1.3B | 317 | — | |
| QVT Financial LP | NY | $1.3B | 67 | — | |
| Gemmer Asset Management LLC | CA | $1.3B | 172 | — | |
| NOVARE CAPITAL MANAGEMENT LLC | NC | $1.3B | 195 | — | |
| Triad Wealth Partners, LLC | KS | $1.3B | 478 | — | |
| Tweedy, Browne Co LLC | CT | $1.3B | 93 | — | |
| NIXON PEABODY TRUST CO | MA | $1.3B | 161 | — | |
| United Asset Strategies, Inc. | NY | $1.3B | 257 | — | |
| Dorsey Asset Management, LLC | IL | $1.3B | 11 | — | |
| TOMPKINS FINANCIAL CORP | NY | $1.3B | 565 | — | |
| Dundas Partners LLP | X0 | $1.3B | 49 | — | |
| Teewinot Capital Advisers, L.L.C. | CT | $1.3B | 33 | — | |
| Perennial Investment Advisors, LLC | CA | $1.3B | 498 | — | |
| Bangor Savings Bank | ME | $1.3B | 542 | — | |
| CARDIFF PARK ADVISORS, LLC | CA | $1.3B | 372 | — | |
| Liberty Mutual Group Asset Management Inc. | MA | $1.2B | 28 | — | |
| CTC LLC | IL | $1.2B | 25 | — | |
| One Day In July LLC | VT | $1.2B | 153 | — | |
| Fullerton Fund Management Co Ltd. | U0 | $1.2B | 125 | — | |
| Galvin, Gaustad & Stein, LLC | AZ | $1.2B | 251 | — | |
| TRANSCEND CAPITAL ADVISORS, LLC | NJ | $1.2B | 718 | — | |
| Hemenway Trust Co LLC | NH | $1.2B | 135 | — | |
| Retirement Investment Advisors, Inc. | OK | $1.2B | 67 | — | |
| FIRST FINANCIAL BANK - TRUST DIVISION | OH | $1.2B | 197 | — | |
| XML Financial, LLC | MD | $1.2B | 421 | — | |
| Clearwater Capital Advisors, LLC | IL | $1.2B | 177 | — | |
| Washington Trust Advisors, Inc. | MA | $1.2B | 684 | — | |
| Stony Point Capital LLC | NY | $1.2B | 31 | — | |
| WEATHERLY ASSET MANAGEMENT L. P. | CA | $1.2B | 186 | — | |
| CULLINAN ASSOCIATES INC | KY | $1.2B | 207 | — | |
| QV Investors Inc. | A0 | $1.2B | 65 | — | |
| MANGROVE PARTNERS IM, LLC | CT | $1.2B | 427 | — | |
| Greylock XIV GP LLC | CA | $1.2B | 1 | — | |
| HARBOR CAPITAL ADVISORS, INC. | IL | $1.2B | 1,211 | — | |
| NOVO HOLDINGS A/S | G7 | $1.2B | 22 | — | |
| TRAPHAGEN INVESTMENT ADVISORS LLC | NJ | $1.2B | 207 | — | |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | WI | $1.2B | 103 | — |
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