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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
CYPRESS CAPITAL GROUP
$889M
Top holdings
1
ISHARES TR
$50.9M
2
APPLE INC
$48.5M
3
ELI LILLY & CO
$43.1M
FOUNDATION RESOURCE MANAGEMENT INC
$889M
Top holdings
1
EXXON MOBIL CORP
$71.6M
2
NEWMONT CORP
$54.2M
3
BERKSHIRE HATHAWAY INC DEL
$50.1M
SHEETS SMITH WEALTH MANAGEMENT
$888M
Top holdings
1
ISHARES TR
$118M
2
VANGUARD INDEX FDS
$58.8M
3
SCHWAB STRATEGIC TR
$45.4M
FJ CAPITAL MANAGEMENT LLC
$888M
Top holdings
1
SOUTHSTATE BK CORP
$72M
2
HOMETRUST BANCSHARES INC
$66.3M
3
NICOLET BANKSHARES INC
$45.5M
BEDEL FINANCIAL CONSULTING, INC.
$888M
Top holdings
1
ELI LILLY & CO
$318M
2
DIMENSIONAL ETF TRUST
$98M
3
ISHARES TR
$87.9M
HOWARD FINANCIAL SERVICES, LTD.
$888M
Top holdings
1
ISHARES TR
$131M
2
SCHWAB STRATEGIC TR
$107M
3
INVESCO EXCHANGE TRADED FD T
$74.5M
GRIFFIN ASSET MANAGEMENT, INC.
$887M
Top holdings
1
APPLE INC
$43.5M
2
MICROSOFT CORP
$29.1M
3
ALPHABET INC
$28.3M
INVST, LLC
$886M
Top holdings
1
ISHARES TR
$214M
2
VANGUARD INDEX FDS
$73.7M
3
SCHWAB STRATEGIC TR
$58.8M
NWF ADVISORY SERVICES INC.
$886M
Top holdings
1
ISHARES TR
$78.8M
2
VANGUARD INDEX FDS
$69.3M
3
SELECT SECTOR SPDR TR
$45.5M
MCGUIRE INVESTMENT GROUP, LLC
$885M
Top holdings
1
SPDR SERIES TRUST
$72.2M
2
NVIDIA CORPORATION
$60.2M
3
ISHARES TR
$55.6M
GROVE BANK & TRUST
$884M
Top holdings
1
ISHARES TR
$226M
2
VANGUARD INDEX FDS
$110M
3
APPLE INC
$41M
MOTLEY FOOL WEALTH MANAGEMENT, LLC
$884M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$64.9M
2
ISHARES TR
$50.7M
3
AMAZON COM INC
$41.2M
GEORGE KAISER FAMILY FOUNDATION
$883M
Top holdings
1
BOK FINL CORP
$431M
2
EXCELERATE ENERGY INC
$262M
3
ISHARES TR
$47M
AMERICAN EXPRESS CO
$880M
Top holdings
1
GLOBAL BUSINESS TRAVEL GROUP
$880M
ROMANO BROTHERS AND COMPANY
$880M
Top holdings
1
VANGUARD INDEX FDS
$59.6M
2
ISHARES TR
$51.7M
3
ABBVIE INC
$27.3M
CAPITAL ADVISORS, LTD. LLC
$880M
Top holdings
1
ISHARES TR
$313M
2
STATE STR SPDR S&P 500 ETF T
$77M
3
VANGUARD INDEX FDS
$67.3M
180 WEALTH ADVISORS, LLC
$880M
Top holdings
1
ISHARES TR
$45.3M
2
MICROSOFT CORP
$40M
3
ISHARES INC
$34.6M
QUADCAP WEALTH MANAGEMENT, LLC
$879M
Top holdings
1
DIMENSIONAL ETF TRUST
$109M
2
J P MORGAN EXCHANGE TRADED F
$89.1M
3
ISHARES TR
$40M
DUPONT CAPITAL MANAGEMENT CORP
$879M
Top holdings
1
NVIDIA CORPORATION
$61.3M
2
APPLE INC
$49.9M
3
ISHARES TR
$45.7M
OAK HILL ADVISORS LP
$878M
Top holdings
1
VALARIS LTD
$470M
2
EXPRO GROUP HOLDINGS NV
$208M
3
FS KKR CAP CORP
$91.4M
