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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
SUMMIT WEALTH PARTNERS, LLC
$632M
Top holdings
1
ISHARES TR
$285M
2
J P MORGAN EXCHANGE TRADED F
$41.1M
3
INVESCO QQQ TR
$20M
WEALTH ALLIANCE ADVISORY GROUP, LLC
$632M
Top holdings
1
VANGUARD INDEX FDS
$83.4M
2
ISHARES TR
$58.4M
3
PIMCO ETF TR
$58.1M
BLUESPRUCE INVESTMENTS, LP
$631M
Top holdings
1
AMAZON COM INC
$129M
2
META PLATFORMS INC
$111M
3
TAIWAN SEMICONDUCTOR MANUFAC
$109M
PROBITY ADVISORS, INC.
$631M
Top holdings
1
ISHARES TR
$376M
2
SPDR SERIES TRUST
$40.8M
3
SPDR INDEX SHS FDS
$21.5M
SANDERS MORRIS HARRIS LLC
$631M
Top holdings
1
INVESCO QQQ TR
$38.3M
2
APPLE INC
$34M
3
NVIDIA CORPORATION
$31.5M
KEYWISE CAPITAL MANAGEMENT HK LTD
$630M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$213M
2
ALPHABET INC
$140M
3
CIRCLE INTERNET GROUP INC
$127M
SPHERA FUNDS MANAGEMENT LTD.
$630M
Top holdings
1
MINERALYS THERAPEUTICS INC
$36.3M
2
TEVA PHARMACEUTICAL INDS LTD
$34.2M
3
TOWER SEMICONDUCTOR LTD
$25.6M
VANCITY INVESTMENT MANAGEMENT LTD
$629M
Top holdings
1
ALPHABET INC
$60.8M
2
MICROSOFT CORP
$56.6M
3
AMAZON COM INC
$40.9M
SCHNIEDERS CAPITAL MANAGEMENT LLC
$629M
Top holdings
1
ALPHABET INC
$54.6M
2
ISHARES TR
$47.3M
3
MICROSOFT CORP
$39.5M
FIRST COMMONWEALTH FINANCIAL CORP
$629M
Top holdings
1
ISHARES TR
$230M
2
INNOVATOR ETFS TRUST
$76.6M
3
PIMCO ETF TR
$22.1M
PETTYJOHN, WOOD & WHITE, INC
$628M
Top holdings
1
ISHARES TR
$55.9M
2
APPLE INC
$33.6M
3
ALPHABET INC
$32.9M
CORNERSTONE MANAGEMENT, INC.
$628M
Top holdings
1
VANGUARD INDEX FDS
$289M
2
ISHARES TR
$116M
3
J P MORGAN EXCHANGE TRADED F
$104M
MADISON WEALTH PARTNERS, INC
$627M
Top holdings
1
ISHARES TR
$220M
2
FIDELITY COVINGTON TRUST
$49.3M
3
BLACKROCK ETF TRUST II
$44.8M
LJI WEALTH MANAGEMENT, LLC
$626M
Top holdings
1
ISHARES TR
$342M
2
FIDELITY COMWLTH TR
$32.5M
3
VANGUARD INDEX FDS
$32.5M
XY PLANNING NETWORK, INC.
$626M
Top holdings
1
DIMENSIONAL ETF TRUST
$139M
2
VANGUARD INDEX FDS
$77.2M
3
ISHARES TR
$71.3M
CHICAGO TRUST CO NA
$626M
Top holdings
1
APPLE INC
$30.1M
2
NVIDIA CORPORATION
$25.6M
3
H FINK HOLDCO LLC
$25.5M
STRATEGIC GLOBAL ADVISORS, LLC
$625M
Top holdings
1
NVIDIA CORPORATION
$35.2M
2
ALPHABET INC
$25.3M
3
SPOTIFY TECHNOLOGY S A
$24.8M
DSG CAPITAL ADVISORS, LLC
$625M
Top holdings
1
ISHARES TR
$71M
2
APPLE INC
$44.4M
3
ALPHABET INC
$33M
SPRUCEGROVE INVESTMENT MANAGEMENT LTD
$625M
Top holdings
1
RYANAIR HOLDINGS PLC
$222M
2
COPA HOLDINGS SA
$193M
3
SAMSUNG ELECTRONIC
$91.8M
WOODARD & CO ASSET MANAGEMENT GROUP INC
$625M
Top holdings
1
ISHARES TR
$107M
2
SPDR SERIES TRUST
$104M
3
STATE STR SPDR S&P 500 ETF T
$40.9M
