Trending
Tree map
Stacked
Scatter
Network
Map
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
CALTON & ASSOCIATES, INC.
$696M
Top holdings
1
SPDR SERIES TRUST
$74.1M
2
ISHARES TR
$72.5M
3
VANGUARD WORLD FD
$43.2M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$696M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$141M
2
INNOVATOR ETFS TRUST
$57.8M
3
SCHWAB STRATEGIC TR
$56.5M
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC
$695M
Top holdings
1
APPLE INC
$33.9M
2
ALPHABET INC
$29.3M
3
EXXON MOBIL CORP
$21.9M
MANCHESTER CAPITAL MANAGEMENT LLC
$694M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$107M
2
APPLE INC
$63M
3
VANGUARD INDEX FDS
$57M
IRONWOOD INVESTMENT COUNSEL, LLC
$694M
Top holdings
1
SCHWAB STRATEGIC TR
$48.4M
2
ISHARES TR
$37.9M
3
APPLE INC
$30.9M
CONTINENTAL GENERAL INSURANCE CO
$693M
Top holdings
1
SABLE OFFSHORE CORP
$226M
2
DAQO NEW ENERGY CORP
$141M
3
ALPHA METALLURGICAL RESOUR I
$132M
HOEY INVESTMENTS, INC
$693M
Top holdings
1
NVIDIA CORPORATION
$241M
2
AMAZON COM INC
$130M
3
META PLATFORMS INC
$73.1M
NINE MASTS CAPITAL LTD
$693M
Top holdings
1
ALIBABA GROUP HLDG LTD
$147M
2
ALPHABET INC
$70.4M
3
HDFC BANK LTD
$47.3M
HARBOR GROUP, INC.
$692M
Top holdings
1
ISHARES TR
$130M
2
J P MORGAN EXCHANGE TRADED F
$66.1M
3
SCHWAB STRATEGIC TR
$57.9M
HARBOR ADVISORS LLC
$692M
Top holdings
1
EQUINIX INC
$235M
2
ALPHABET INC
$47.6M
3
APPLE INC
$37.7M
MATAURO, LLC
$692M
Top holdings
1
ISHARES TR
$92.2M
2
SPROTT ASSET MANAGEMENT LP
$90M
3
ISHARES INC
$62M
CIM, LLC
$692M
Top holdings
1
ISHARES TR
$74.2M
2
NVIDIA CORPORATION
$40.5M
3
ALPHABET INC
$29.8M
CAPITAL PLANNING ADVISORS, LLC
$692M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$60.2M
2
VANGUARD TAX-MANAGED FDS
$54M
3
ISHARES TR
$51.8M
PEMBROKE MANAGEMENT, LTD
$691M
Top holdings
1
MONOLITHIC PWR SYS INC
$37.6M
2
RESIDEO TECHNOLOGIES INC
$37.6M
3
MODINE MFG CO
$35.9M
GRATUS WEALTH ADVISORS, LLC
$691M
Top holdings
1
ISHARES TR
$266M
2
VANGUARD WORLD FD
$83.8M
3
INVESCO EXCHANGE TRADED FD T
$39.5M
ALLIANCE WEALTH ADVISORS, LLC
$691M
Top holdings
1
ISHARES TR
$94.4M
2
VANGUARD SCOTTSDALE FDS
$76.4M
3
SPDR SERIES TRUST
$62M
SOUTH STREET ADVISORS LLC
$690M
Top holdings
1
NVIDIA CORPORATION
$58.9M
2
ALPHABET INC
$35M
3
AMPHENOL CORP
$33.8M
WEXFORD CAPITAL LP
$690M
Top holdings
1
MAKO MNG CORP
$258M
2
MAMMOTH ENERGY SVCS INC
$54.1M
3
STATE STR SPDR S&P 500 ETF T
$46.2M
WARWICK INVESTMENT MANAGEMENT, INC.
$690M
Top holdings
1
VANGUARD INDEX FDS
$144M
2
DIMENSIONAL ETF TRUST
$125M
3
SCHWAB STRATEGIC TR
$122M
LARCH CAPITAL PARTNERS LLC
$690M
Top holdings
1
NU HLDGS LTD
$514M
2
ISHARES TR
$70.7M
3
ISHARES INC
$12.2M
