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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
CALDWELL TRUST CO
$1.12B
Top holdings
1
ISHARES TR
$115M
2
APPLE INC
$63.8M
3
NVIDIA CORPORATION
$56.5M
CHESCAPMANAGER LLC
$1.12B
Top holdings
1
AMAZON COM INC
$212M
2
NVIDIA CORPORATION
$187M
3
VERTIV HOLDINGS CO
$156M
ALLEN CAPITAL GROUP, LLC
$1.12B
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$90.7M
2
SPDR SERIES TRUST
$90.3M
3
VICTORY PORTFOLIOS II
$73.4M
CANANDAIGUA NATIONAL CORP
$1.12B
Top holdings
1
ISHARES TR
$188M
2
SPDR SERIES TRUST
$118M
3
SCHWAB STRATEGIC TR
$53.8M
ADVYZON INVESTMENT MANAGEMENT, LLC
$1.12B
Top holdings
1
ISHARES TR
$157M
2
VANGUARD INDEX FDS
$71.5M
3
FIDELITY COVINGTON TRUST
$46.3M
FIRST LIGHT ASSET MANAGEMENT, LLC
$1.12B
Top holdings
1
AXOGEN INC
$133M
2
PALVELLA THERAPEUTICS INC NE
$122M
3
NEOGENOMICS INC
$72.2M
CERTIFIED ADVISORY CORP
$1.12B
Top holdings
1
ISHARES TR
$169M
2
VANGUARD INDEX FDS
$98.6M
3
SCHWAB STRATEGIC TR
$77.2M
VERUS FINANCIAL PARTNERS, INC.
$1.11B
Top holdings
1
VANGUARD INDEX FDS
$335M
2
VANGUARD BD INDEX FDS
$185M
3
AMERICAN CENTY ETF TR
$151M
NORTH OF SOUTH CAPITAL LLP
$1.11B
Top holdings
1
ICICI BANK LIMITED
$219M
2
YPF SOCIEDAD ANONIMA
$163M
3
TAIWAN SEMICONDUCTOR MANUFAC
$138M
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC
$1.11B
Top holdings
1
DIMENSIONAL ETF TRUST
$270M
2
SCHWAB STRATEGIC TR
$262M
3
SPDR SERIES TRUST
$150M
HILLTOP HOLDINGS INC.
$1.11B
Top holdings
1
ISHARES TR
$224M
2
APPLE INC
$36.7M
3
SPDR SERIES TRUST
$36.1M
TD CAPITAL MANAGEMENT LLC
$1.11B
Top holdings
1
ISHARES TR
$369M
2
VANGUARD INDEX FDS
$223M
3
PIMCO ETF TR
$108M
EMERALD INVESTMENT ADVISERS, LLC
$1.11B
Top holdings
1
NVIDIA CORPORATION
$55.1M
2
APPLE INC
$49.7M
3
MICROSOFT CORP
$35.7M
RKL WEALTH MANAGEMENT LLC
$1.11B
Top holdings
1
ISHARES TR
$501M
2
SCHWAB STRATEGIC TR
$127M
3
SPDR SERIES TRUST
$73.7M
JACKSON THORNTON WEALTH MANAGEMENT, LLC
$1.11B
Top holdings
1
DIMENSIONAL ETF TRUST
$835M
2
AMERICAN CENTY ETF TR
$49.9M
3
VANGUARD SCOTTSDALE FDS
$40.2M
BAIN CAPITAL LIFE SCIENCES INVESTORS, LLC
$1.11B
Top holdings
1
HEARTFLOW INC
$254M
2
NEWAMSTERDAM PHARMA COMPANY
$236M
3
OLEMA PHARMACEUTICALS INC
$111M
SENTINUS, LLC
$1.11B
Top holdings
1
ISHARES TR
$276M
2
VANGUARD SCOTTSDALE FDS
$40.9M
3
INNOVATOR ETFS TRUST
$37.2M
YCG, LLC
$1.1B
Top holdings
1
MASTERCARD INCORPORATED
$78.2M
2
MOODYS CORP
$76.3M
3
MICROSOFT CORP
$61M
AWM CAPITAL, LLC
$1.1B
Top holdings
1
DIMENSIONAL ETF TRUST
$743M
2
ISHARES TR
$126M
3
AMERICAN CENTY ETF TR
$71.3M
CONSERVEST CAPITAL ADVISORS, INC.
$1.1B
Top holdings
1
SELECT SECTOR SPDR TR
$242M
2
ISHARES TR
$209M
3
STATE STR SPDR S&P 500 ETF T
$156M
