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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
GILBERT & COOK, INC.
$774M
Top holdings
1
ISHARES TR
$330M
2
JOHN HANCOCK EXCHANGE TRADED
$97.3M
3
VANGUARD TAX-MANAGED FDS
$80.3M
KFG WEALTH MANAGEMENT, LLC
$774M
Top holdings
1
FIDELITY COVINGTON TRUST
$224M
2
ETF SER SOLUTIONS
$186M
3
INNOVATOR ETFS TRUST
$140M
SYLEBRA CAPITAL LLC
$774M
Top holdings
1
AEVA TECHNOLOGIES INC
$214M
2
PURECYCLE TECHNOLOGIES INC
$177M
3
IMPINJ INC
$116M
THOMPSON INVESTMENT MANAGEMENT, INC.
$773M
Top holdings
1
ALPHABET INC
$41.9M
2
MICROSOFT CORP
$26.3M
3
EXXON MOBIL CORP
$25.5M
VALLEY NATIONAL ADVISERS INC
$773M
Top holdings
1
SCHWAB STRATEGIC TR
$166M
2
ISHARES TR
$51.6M
3
VANGUARD INDEX FDS
$42.8M
PILGRIM GLOBAL ADVISORS LLC
$772M
Top holdings
1
NAVIOS MARITIME PARTNERS LP
$313M
2
SABLE OFFSHORE CORP
$301M
3
TRANSOCEAN LTD
$159M
DORAZIO & ASSOCIATES, INC.
$772M
Top holdings
1
VANGUARD INDEX FDS
$142M
2
ISHARES TR
$104M
3
J P MORGAN EXCHANGE TRADED F
$64M
CANYON CAPITAL ADVISORS LLC
$772M
Top holdings
1
CBL & ASSOC PPTYS INC
$325M
2
SEADRILL LTD
$57.4M
3
ELECTRONIC ARTS INC
$56.3M
HUDSON VALLEY INVESTMENT ADVISORS INC
$772M
Top holdings
1
SPDR SERIES TRUST
$96.2M
2
SELECT SECTOR SPDR TR
$75.6M
3
ELI LILLY & CO
$39.4M
LEXAURUM ADVISORS, LLC
$771M
Top holdings
1
AMERICAN CENTY ETF TR
$87.7M
2
GOLDMAN SACHS ETF TR
$73M
3
J P MORGAN EXCHANGE TRADED F
$54.8M
CULBERTSON A N & CO INC
$771M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$57.3M
2
VANGUARD INDEX FDS
$50.9M
3
APPLE INC
$45.5M
CONCORD WEALTH PARTNERS
$770M
Top holdings
1
SPDR SERIES TRUST
$129M
2
DIMENSIONAL ETF TRUST
$61.7M
3
SPDR INDEX SHS FDS
$49.1M
WAHED INVEST LLC
$770M
Top holdings
1
APPLE INC
$95.7M
2
ALPHABET INC
$77M
3
MICROSOFT CORP
$69.6M
CRA FINANCIAL SERVICES, LLC
$770M
Top holdings
1
SCHWAB STRATEGIC TR
$83.9M
2
INNOVATOR ETFS TRUST
$70.6M
3
VANGUARD INDEX FDS
$54.8M
SLOW CAPITAL, INC.
$770M
Top holdings
1
ISHARES TR
$97M
2
BROADCOM INC
$49.4M
3
NVIDIA CORPORATION
$40M
REVOLVE WEALTH PARTNERS, LLC
$770M
Top holdings
1
VANGUARD INDEX FDS
$132M
2
EA SERIES TRUST
$102M
3
ISHARES TR
$100M
ARBOR INVESTMENT ADVISORS, LLC
$768M
Top holdings
1
ISHARES TR
$332M
2
INVESCO EXCHANGE TRADED FD T
$134M
3
VANGUARD TAX-MANAGED FDS
$92.6M
PREMIER PATH WEALTH PARTNERS, LLC
$767M
Top holdings
1
ISHARES TR
$149M
2
SELECT SECTOR SPDR TR
$78.7M
3
APPLE INC
$38.9M
FIDUCIENT ADVISORS LLC
$765M
Top holdings
1
ISHARES TR
$253M
2
VANGUARD INDEX FDS
$78.3M
3
VANGUARD SCOTTSDALE FDS
$60.4M
CAPITAL ADVANTAGE, INC.
$765M
Top holdings
1
SCHWAB STRATEGIC TR
$106M
2
ISHARES TR
$89.4M
3
VANGUARD WORLD FD
$84.4M
