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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
SOVEREIGN INVESTMENT ADVISORS, LLC
$472M
Top holdings
1
ISHARES TR
$146M
2
JANUS DETROIT STR TR
$35.9M
3
BNY MELLON ETF TRUST
$33.3M
SHULMAN DEMEO ASSET MANAGEMENT LLC
$471M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$244M
2
ISHARES TR
$54.7M
3
STATE STR SPDR DOW JONES IND
$27.8M
RB CAPITAL MANAGEMENT, LLC
$471M
Top holdings
1
APPLE INC
$67.9M
2
ALPHABET INC
$24.3M
3
BERKSHIRE HATHAWAY INC DEL
$22M
WESPAC ADVISORS SOCAL, LLC
$470M
Top holdings
1
SELECT SECTOR SPDR TR
$37M
2
ISHARES TR
$34.2M
3
VANECK ETF TRUST
$25.5M
INTEL CORP
$470M
Top holdings
1
MOBILEYE GLOBAL INC
$344M
2
JOBY AVIATION INC
$127M
RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
$470M
Top holdings
1
SCHWAB STRATEGIC TR
$104M
2
VANGUARD INDEX FDS
$99.3M
3
GOLDMAN SACHS ETF TR
$80.9M
GRANITE BAY WEALTH MANAGEMENT, LLC
$470M
Top holdings
1
JOHN HANCOCK EXCHANGE TRADED
$102M
2
ISHARES TR
$88.1M
3
WISDOMTREE TR
$38.4M
ASTORIA PORTFOLIO ADVISORS LLC.
$470M
Top holdings
1
EA SERIES TRUST
$79.5M
2
INVESTMENT MANAGERS SER TR I
$28.4M
3
SPDR SERIES TRUST
$27.5M
UNITING WEALTH PARTNERS, LLC
$470M
Top holdings
1
WALMART INC
$99.7M
2
ETF SER SOLUTIONS
$78.3M
3
FIRST TR EXCHANGE TRADED FD
$26M
STONEBROOK PRIVATE INC.
$470M
Top holdings
1
ISHARES TR
$82.4M
2
SPDR SERIES TRUST
$76.4M
3
BLACKROCK ETF TRUST
$63.8M
CM WEALTH ADVISORS LLC
$470M
Top holdings
1
ISHARES TR
$185M
2
STATE STR SPDR DOW JONES IND
$50.6M
3
LINCOLN ELEC HLDGS INC
$33.6M
ABEL HALL, LLC
$469M
Top holdings
1
DIMENSIONAL ETF TRUST
$112M
2
NVIDIA CORPORATION
$11.9M
3
APPLE INC
$10.1M
KRAFT, DAVIS & ASSOCIATES, LLC
$469M
Top holdings
1
ISHARES TR
$68.4M
2
VANECK ETF TRUST
$53.4M
3
VANGUARD INDEX FDS
$45.8M
ARCHER INVESTMENT CORP
$469M
Top holdings
1
INNOVATOR ETFS TRUST
$48.4M
2
FIRST TR EXCHANGE-TRADED FD
$31.3M
3
ISHARES TR
$31.1M
REGENTS GATE CAPITAL LLP
$469M
Top holdings
1
AMAZON COM INC
$30.6M
2
INGERSOLL RAND INC
$24.9M
3
PARKER-HANNIFIN CORP
$24.9M
MASS GENERAL BRIGHAM, INC
$469M
Top holdings
1
ISHARES TR
$293M
2
KARMAN HLDGS INC
$125M
3
REVOLUTION MEDICINES INC
$33.5M
VOISARD ASSET MANAGEMENT GROUP, INC.
$469M
Top holdings
1
SPDR SERIES TRUST
$120M
2
ISHARES TR
$85.9M
3
AMERICAN CENTY ETF TR
$75.9M
STIEVEN CAPITAL ADVISORS, L.P.
$468M
Top holdings
1
COLUMBIA BKG SYS INC
$32.5M
2
WESTERN ALLIANCE BANCORP
$27.9M
3
ATLANTIC UN BANKSHARES CORP
$26.5M
LIGHTROCK NETHERLANDS B.V.
$468M
Top holdings
1
CABOT CORP
$30.7M
2
WINTRUST FINL CORP
$25.1M
3
SPS COMM INC
$24.6M
KEYSTONE WEALTH SERVICES, LLC
$468M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$86.2M
2
ISHARES TR
$71.7M
3
INNOVATOR ETFS TRUST
$19.6M
