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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
LS INVESTMENT ADVISORS, LLC
$668M
Top holdings
1
APPLE INC
$68.9M
2
ALPHABET INC
$52.7M
3
VANGUARD WHITEHALL FDS
$39.7M
CRANE ADVISORY, LLC
$668M
Top holdings
1
VANGUARD INDEX FDS
$288M
2
PGIM ETF TR
$76.3M
3
SCHWAB STRATEGIC TR
$69.5M
ALPINE GLOBAL MANAGEMENT, LLC
$668M
Top holdings
1
RIVIAN AUTOMOTIVE INC
$67.9M
2
IMMUNOVANT INC
$65.5M
3
CORNERSTONE STRATEGIC INVEST
$49.6M
OLIVER LUXXE ASSETS LLC
$668M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$14.5M
2
SPDR GOLD TR
$14.4M
3
GE VERNOVA INC
$13.7M
IDG-ACCEL CHINA CAPITAL II ASSOCIATES L.P.
$667M
Top holdings
1
CIRCLE INTERNET GROUP INC
$667M
TSG ADVICE PARTNERS, LLC
$667M
Top holdings
1
SPDR SERIES TRUST
$108M
2
SCHWAB STRATEGIC TR
$79.7M
3
VANGUARD INDEX FDS
$69.2M
CFM WEALTH PARTNERS LLC
$667M
Top holdings
1
NVIDIA CORPORATION
$94.6M
2
APPLE INC
$69.9M
3
ALPHABET INC
$50.9M
PERRYMAN FINANCIAL ADVISORY INC AD
$667M
Top holdings
1
NVIDIA CORPORATION
$72M
2
APPLE INC
$49.8M
3
FIRST TR EXCHANGE-TRADED FD
$31.3M
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
$666M
Top holdings
1
ALPHABET INC
$61.5M
2
MICROSOFT CORP
$45.8M
3
APPLE INC
$27M
BAIN CAPITAL PRAIRIE, LLC
$666M
Top holdings
1
LINCOLN NATL CORP IND
$666M
COUNTERPOINT MUTUAL FUNDS LLC
$666M
Top holdings
1
SPDR SERIES TRUST
$218M
2
NORTHERN LTS FD TR III
$67.6M
3
ISHARES TR
$35.7M
NORTHWEST WEALTH MANAGEMENT, LLC
$665M
Top holdings
1
DIMENSIONAL ETF TRUST
$179M
2
ISHARES TR
$94.6M
3
AMERICAN CENTY ETF TR
$87.8M
MAINSTREET INVESTMENT ADVISORS LLC
$665M
Top holdings
1
ISHARES TR
$130M
2
VANGUARD SCOTTSDALE FDS
$43.6M
3
APPLE INC
$33.8M
COVENANT ASSET MANAGEMENT, LLC
$664M
Top holdings
1
INVESCO QQQ TR
$47.2M
2
NVIDIA CORPORATION
$45.1M
3
ASML HLDG NV
$30.9M
SAWGRASS ASSET MANAGEMENT LLC
$664M
Top holdings
1
APPLE INC
$39M
2
ALPHABET INC
$36.6M
3
MICROSOFT CORP
$34.8M
SC&H FINANCIAL ADVISORS, INC.
$663M
Top holdings
1
DIMENSIONAL ETF TRUST
$374M
2
AMERICAN CENTY ETF TR
$142M
3
ISHARES TR
$39.3M
GILMAN HILL ASSET MANAGEMENT, LLC
$663M
Top holdings
1
VANGUARD INDEX FDS
$19.5M
2
BRISTOL-MYERS SQUIBB CO
$14M
3
VERIZON COMMUNICATIONS INC
$13.7M
ARTEMIS WEALTH ADVISORS, LLC
$662M
Top holdings
1
INVESCO QQQ TR
$461M
2
ISHARES INC
$61.6M
3
AMAZON COM INC
$15.5M
FULCRUM ASSET MANAGEMENT LLP
$662M
Top holdings
1
NVIDIA CORPORATION
$49.1M
2
ALPHABET INC
$31.1M
3
MICROSOFT CORP
$25.2M
TRIASIMA PORTFOLIO MANAGEMENT INC.
$661M
Top holdings
1
ROYAL BK CDA
$40.8M
2
TORONTO DOMINION BK ONT
$25.7M
3
CANADIAN IMPERIAL BANK OF CO
$21.8M
