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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
STELAC ADVISORY SERVICES LLC
$494M
Top holdings
1
ISHARES TR
$41.2M
2
ALPHABET INC
$39.4M
3
NVIDIA CORPORATION
$25.4M
CHEMUNG CANAL TRUST CO
$494M
Top holdings
1
SELECT SECTOR SPDR TR
$81.6M
2
ISHARES TR
$73.6M
3
MICROSOFT CORP
$18.5M
LAFAYETTE INVESTMENTS, INC.
$494M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$56.8M
2
MARKEL GROUP INC
$38.1M
3
KLA CORP
$25.1M
AVIDITY PARTNERS MANAGEMENT LP
$494M
Top holdings
1
DIANTHUS THERAPEUTICS INC
$177M
2
CG ONCOLOGY INC
$87.2M
3
ORUKA THERAPEUTICS INC
$37.3M
ROWLANDMILLER & PARTNERS.ADV
$493M
Top holdings
1
APPLE INC
$32.9M
2
ALPHABET INC
$26.8M
3
PROGRESSIVE CORP
$20.3M
SCOTT CAPITAL ADVISORS, LLC
$493M
Top holdings
1
VANGUARD INDEX FDS
$178M
2
SCHWAB STRATEGIC TR
$55.9M
3
ISHARES TR
$52.7M
BROAD PEAK INVESTMENT ADVISERS PTE LTD
$493M
Top holdings
1
UNITY SOFTWARE INC
$58M
2
BROADCOM INC
$57.3M
3
NVIDIA CORPORATION
$56.3M
FINANCIAL SENSE ADVISORS, INC.
$493M
Top holdings
1
ISHARES TR
$54M
2
VANGUARD INDEX FDS
$36M
3
NEXTERA ENERGY INC
$27M
CRANBROOK WEALTH MANAGEMENT, LLC
$492M
Top holdings
1
ISHARES TR
$189M
2
VANGUARD INDEX FDS
$88.6M
3
VANGUARD BD INDEX FDS
$60.4M
BLUE ZONE WEALTH ADVISORS, LLC
$491M
Top holdings
1
ALPHABET INC
$35M
2
INVESCO QQQ TR
$33.8M
3
AMAZON COM INC
$32.2M
TRIUMPH CAPITAL MANAGEMENT
$491M
Top holdings
1
ISHARES TR
$55.5M
2
FIRST TR EXCHANGE-TRADED FD
$45.2M
3
INNOVATOR ETFS TRUST
$23.1M
PROFESSIONAL FINANCIAL ADVISORS, LLC
$491M
Top holdings
1
SPDR SERIES TRUST
$138M
2
ISHARES TR
$114M
3
WISDOMTREE TR
$39.6M
SPINNAKER INVESTMENT GROUP, LLC
$491M
Top holdings
1
DIMENSIONAL ETF TRUST
$163M
2
SCHWAB STRATEGIC TR
$82.1M
3
WISDOMTREE TR
$53.4M
NEW YORK LIFE INSURANCE CO
$491M
Top holdings
1
VANGUARD INDEX FDS
$288M
2
NEW YORK LIFE INVTS ACTIVE E
$101M
3
STATE STR SPDR S&P 500 ETF T
$92.7M
REGENT PEAK WEALTH ADVISORS LLC
$490M
Top holdings
1
VANGUARD INDEX FDS
$108M
2
ISHARES TR
$85.7M
3
APPLE INC
$27.4M
MUDITA ADVISORS LLP
$490M
Top holdings
1
HILTON GRAND VACATIONS INC
$109M
2
IAMGOLD CORP
$44.7M
3
ESTABLISHMENT LABS HLDGS INC
$43.4M
BCS WEALTH MANAGEMENT
$490M
Top holdings
1
SCHWAB STRATEGIC TR
$78.9M
2
VANGUARD INDEX FDS
$73.4M
3
INVESCO EXCH TRD SLF IDX FD
$69.5M
INTELLECTUS PARTNERS, LLC
$490M
Top holdings
1
ALPHABET INC
$25.6M
2
TESLA INC
$25.2M
3
AMAZON COM INC
$19M
AYALON INSURANCE COMP LTD.
$490M
Top holdings
1
SELECT SECTOR SPDR TR
$155M
2
ISHARES TR
$70.1M
3
ISHARES INC
$53.3M
ROSSBY FINANCIAL, LCC
$489M
Top holdings
1
ISHARES TR
$69.3M
2
MORGAN STANLEY ETF TRUST
$47.7M
3
SCHWAB STRATEGIC TR
$23.7M
