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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
CERRO PACIFIC WEALTH ADVISORS LLC
$381M
Top holdings
1
ISHARES TR
$46.7M
2
INVESCO QQQ TR
$28.3M
3
VANGUARD ADMIRAL FDS INC
$18.5M
HIDDENITE CAPITAL PARTNERS LP
$381M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$48.8M
2
EXPAND ENERGY CORPORATION
$35.1M
3
EQT CORP
$31.8M
CHASE INVESTMENT COUNSEL CORP
$381M
Top holdings
1
ALPHABET INC
$18M
2
NVIDIA CORPORATION
$15.9M
3
VERTIV HOLDINGS CO
$13.5M
PRIVATE WEALTH MANAGEMENT GROUP, LLC
$381M
Top holdings
1
DIMENSIONAL ETF TRUST
$210M
2
AMERICAN CENTY ETF TR
$34.4M
3
ISHARES TR
$29.9M
GLOBE LIFE INC.
$381M
Top holdings
1
VANGUARD INDEX FDS
$328M
2
VANGUARD SCOTTSDALE FDS
$52.6M
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
$381M
Top holdings
1
SCHWAB STRATEGIC TR
$73.3M
2
ISHARES TR
$33.8M
3
VANGUARD INDEX FDS
$25.1M
ETF PORTFOLIO PARTNERS, INC.
$381M
Top holdings
1
ISHARES TR
$101M
2
VANGUARD INDEX FDS
$93.1M
3
VANGUARD WORLD FD
$59M
AQUIRE WEALTH ADVISORS, LLC
$381M
Top holdings
1
DIMENSIONAL ETF TRUST
$242M
2
SPDR SERIES TRUST
$57.9M
3
ISHARES TR
$36.9M
MARKS WEALTH, LLC
$380M
Top holdings
1
ISHARES TR
$303M
2
VANGUARD SCOTTSDALE FDS
$43.4M
3
LISTED FDS TR
$30.8M
BUTENSKY & COHEN FINANCIAL SECURITY, INC
$380M
Top holdings
1
SELECT SECTOR SPDR TR
$29.9M
2
INVESCO EXCH TRD SLF IDX FD
$14.8M
3
NEXTERA ENERGY INC
$7.39M
MUHLENKAMP & CO INC
$380M
Top holdings
1
AGNICO EAGLE MINES LTD
$28.1M
2
EQT CORP
$25.5M
3
NEWMONT CORP
$25M
ATTESTOR CAPITAL LTD
$380M
Top holdings
1
TALEN ENERGY CORP
$153M
2
ECHOSTAR CORP
$136M
3
GLOBAL BUSINESS TRAVEL GROUP
$48.6M
EMPIRICAL ASSET MANAGEMENT, LLC
$379M
Top holdings
1
ISHARES TR
$53.2M
2
APPLE INC
$19.4M
3
STATE STR SPDR S&P 500 ETF T
$12.4M
ROOTED WEALTH ADVISORS, INC.
$379M
Top holdings
1
VANGUARD INDEX FDS
$63.7M
2
ISHARES TR
$34.5M
3
INVESCO EXCH TRADED FD TR II
$34.4M
CARDINAL STRATEGIC WEALTH GUIDANCE
$379M
Top holdings
1
ISHARES TR
$264M
2
ISHARES INC
$26.7M
3
SPDR SERIES TRUST
$19.1M
BWM PLANNING, LLC
$379M
Top holdings
1
AMERICAN CENTY ETF TR
$99.8M
2
DIMENSIONAL ETF TRUST
$76.8M
3
EA SERIES TRUST
$42.8M
NEO IVY CAPITAL MANAGEMENT
$379M
Top holdings
1
QXO INC
$4.65M
2
NVIDIA CORPORATION
$4.56M
3
BRUKER CORP
$4.17M
SOMERVILLE KURT F
$379M
Top holdings
1
ALPHABET INC
$24.4M
2
NVIDIA CORPORATION
$21.8M
3
APPLE INC
$19.9M
CARR FINANCIAL GROUP CORP
$379M
Top holdings
1
ISHARES TR
$90.1M
2
VANGUARD BD INDEX FDS
$34.9M
3
ISHARES INC
$27.4M
MPS LORIA FINANCIAL PLANNERS, LLC
$379M
Top holdings
1
ISHARES TR
$152M
2
APPLE INC
$71M
3
ISHARES INC
$43.9M
