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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
CROWN WEALTH GROUP, LLC
$340M
Top holdings
1
DIMENSIONAL ETF TRUST
$57.1M
2
ISHARES TR
$47M
3
INNOVATOR ETFS TRUST
$45.6M
CORNELL POCHILY INVESTMENT ADVISORS, INC.
$340M
Top holdings
1
ISHARES TR
$70.7M
2
APPLE INC
$25.8M
3
NVIDIA CORPORATION
$17.5M
MAIN STREET GROUP, LTD
$340M
Top holdings
1
PROSHARES TR
$132M
2
PGIM ETF TR
$56M
3
US TREASU NT
$21M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
$340M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$33.5M
2
PIMCO ETF TR
$28.2M
3
ISHARES TR
$27.8M
OFS ENTERPRISE LLC
$340M
Top holdings
1
ISHARES TR
$129M
2
VANGUARD INDEX FDS
$85.9M
3
STATE STR SPDR S&P MIDCAP 40
$34.6M
KIDDER STEPHEN W
$340M
Top holdings
1
APPLE INC
$34.9M
2
ALPHABET INC
$23.1M
3
JOHNSON & JOHNSON
$16.3M
SWEENEY & MICHEL, LLC
$340M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD WHITEHALL FDS
$21.6M
3
ALPHABET INC
$20.9M
FIRST INTERNATIONAL BANK OF ISRAEL LTD.
$340M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$194M
2
ISHARES TR
$41.3M
3
INVESCO EXCH TRD SLF IDX FD
$20.2M
BELL ASSET MANAGEMENT LTD
$340M
Top holdings
1
NVIDIA CORPORATION
$32.1M
2
MICROSOFT CORP
$23.3M
3
ALPHABET INC
$21.9M
MIO PARTNERS, INC.
$340M
Top holdings
1
ISHARES TR
$259M
2
STATE STR SPDR S&P 500 ETF T
$55.2M
3
ISHARES INC
$25.3M
NEUMANN CAPITAL MANAGEMENT, LLC
$340M
Top holdings
1
ISHARES TR
$105M
2
NVIDIA CORPORATION
$27.3M
3
VANGUARD BD INDEX FDS
$21.6M
JACKSON CREEK INVESTMENT ADVISORS LLC
$340M
Top holdings
1
TECHNIPFMC PLC
$3.16M
2
ARGAN INC
$3.09M
3
JABIL INC
$2.87M
SOPHRON CAPITAL MANAGEMENT L.P.
$339M
Top holdings
1
AVALONBAY CMNTYS INC
$19.5M
2
ESSEX PPTY TR INC
$19.1M
3
AGREE RLTY CORP
$18.9M
MYRIAD ASSET MANAGEMENT ADVISORS LLC
$339M
Top holdings
1
ISHARES INC
$138M
2
ISHARES GOLD TR
$36.3M
3
NVIDIA CORPORATION
$17.6M
VERGER CAPITAL MANAGEMENT LLC
$339M
Top holdings
1
ISHARES TR
$272M
2
STATE STR SPDR S&P 500 ETF T
$43.5M
3
ISHARES GOLD TR
$18.8M
WHITEFORT CAPITAL MANAGEMENT, LP
$339M
Top holdings
1
ARBUTUS BIOPHARMA CORP
$67.2M
2
ROIVANT SCIENCES LTD
$39.3M
3
JOYY INC
$30.7M
BRILLIANCE ASSET MANAGEMENT LTD
$339M
Top holdings
1
PDD HOLDINGS INC
$72M
2
KANZHUN LIMITED
$66.7M
3
FULL TRUCK ALLIANCE CO LTD
$54.1M
PINNACLE BANCORP, INC.
$339M
Top holdings
1
ISHARES TR
$54.2M
2
VANGUARD INDEX FDS
$32.2M
3
BERKSHIRE HATHAWAY INC DEL
$29.7M
CORE ALTERNATIVE CAPITAL
$339M
Top holdings
1
ALPHABET INC
$21.5M
2
APPLE INC
$20.5M
3
MICROSOFT CORP
$15.9M
CONCENTRUM WEALTH MANAGEMENT
$339M
Top holdings
1
META PLATFORMS INC
$67M
2
NVIDIA CORPORATION
$52.8M
3
FIRST TR EXCHANGE-TRADED FD
$32.7M
