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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
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
$745M
Top holdings
1
ISHARES TR
$115M
2
J P MORGAN EXCHANGE TRADED F
$95.2M
3
SCHWAB STRATEGIC TR
$60M
HENDERSHOT INVESTMENTS INC.
$744M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$105M
2
APPLE INC
$45M
3
TJX COS INC NEW
$38.5M
SKYVIEW INVESTMENT ADVISORS, LLC
$743M
Top holdings
1
ISHARES TR
$152M
2
GOLDMAN SACHS ETF TR
$126M
3
J P MORGAN EXCHANGE TRADED F
$56.3M
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
$743M
Top holdings
1
ISHARES TR
$150M
2
WISDOMTREE TR
$62.6M
3
SPDR INDEX SHS FDS
$55.7M
ELLENBECKER INVESTMENT GROUP
$743M
Top holdings
1
ISHARES TR
$413M
2
VANGUARD TAX-MANAGED FDS
$65.8M
3
VANGUARD INDEX FDS
$61.9M
ABACUS PLANNING GROUP, INC.
$743M
Top holdings
1
VANGUARD INDEX FDS
$152M
2
ISHARES TR
$91.9M
3
ETF SER SOLUTIONS
$83M
SHARKEY, HOWES & JAVER
$742M
Top holdings
1
ISHARES TR
$438M
2
BLACKROCK ETF TRUST
$117M
3
ISHARES INC
$28.1M
HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P.
$742M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$129M
2
ISHARES TR
$110M
3
SELECT SECTOR SPDR TR
$103M
ALLEGHENY FINANCIAL GROUP
$742M
Top holdings
1
PUTNAM ETF TRUST
$106M
2
ISHARES TR
$94.4M
3
J P MORGAN EXCHANGE TRADED F
$60.4M
LINEWEAVER WEALTH ADVISORS, LLC
$742M
Top holdings
1
ISHARES TR
$211M
2
INNOVATOR ETFS TRUST
$50.4M
3
J P MORGAN EXCHANGE TRADED F
$47M
RUNNING OAK CAPITAL LLC
$741M
Top holdings
1
TJX COS INC NEW
$16.3M
2
NVENT ELEC PLC
$16.2M
3
CURTISS WRIGHT CORP
$15.9M
CAMDEN NATIONAL BANK
$739M
Top holdings
1
ISHARES TR
$87.8M
2
QUANTA SVCS INC
$21.3M
3
NVIDIA CORPORATION
$20.4M
CANAL CAPITAL MANAGEMENT, LLC
$739M
Top holdings
1
ISHARES TR
$94.3M
2
OLD DOMINION FREIGHT LINE IN
$73.1M
3
APPLE INC
$32.5M
PORTSIDE WEALTH GROUP, LLC
$738M
Top holdings
1
SPDR SERIES TRUST
$112M
2
ISHARES TR
$35.4M
3
SPDR INDEX SHS FDS
$26.9M
QTRON INVESTMENTS LLC
$738M
Top holdings
1
NVIDIA CORPORATION
$45M
2
APPLE INC
$39.9M
3
ALPHABET INC
$33M
JAMES J. BURNS & COMPANY, LLC
$737M
Top holdings
1
VANGUARD INDEX FDS
$224M
2
ISHARES TR
$114M
3
SCHWAB STRATEGIC TR
$89M
BURTON ENRIGHT WELCH
$736M
Top holdings
1
DIMENSIONAL ETF TRUST
$313M
2
AMERICAN CENTY ETF TR
$176M
3
VANGUARD CHARLOTTE FDS
$49.1M
GLASSMAN WEALTH SERVICES
$736M
Top holdings
1
VANGUARD INDEX FDS
$196M
2
SCHWAB STRATEGIC TR
$138M
3
DIMENSIONAL ETF TRUST
$132M
TFO WEALTH PARTNERS, LLC
$735M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$275M
2
DIMENSIONAL ETF TRUST
$269M
3
ISHARES TR
$74.5M
COLONIAL TRUST CO SC
$735M
Top holdings
1
ISHARES TR
$106M
2
APPLE INC
$36.7M
3
ALPHABET INC
$24.2M
