Trending
Tree map
Stacked
Scatter
Network
Map
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
COLONIAL RIVER INVESTMENTS, LLC
$279M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$36M
2
NVIDIA CORPORATION
$19M
3
PUTNAM ETF TRUST
$13.9M
ELEVATION WEALTH PARTNERS, LLC
$279M
Top holdings
1
ISHARES TR
$77.4M
2
SCHWAB STRATEGIC TR
$50.8M
3
AMERICAN CENTY ETF TR
$28.1M
MURPHY POHLAD ASSET MANAGEMENT LLC
$279M
Top holdings
1
AGNICO EAGLE MINES LTD
$9.32M
2
TRAVELERS COMPANIES INC
$9.32M
3
CONOCOPHILLIPS
$9.03M
CLARUS GROUP, INC.
$279M
Top holdings
1
ETF SER SOLUTIONS
$90.4M
2
J P MORGAN EXCHANGE TRADED F
$22.8M
3
SPDR SERIES TRUST
$21.8M
LEE JOHNSON CAPITAL MANAGEMENT, LLC
$279M
Top holdings
1
INNOVATOR ETFS TRUST
$88.9M
2
ISHARES TR
$51.4M
3
INVESCO ACTIVELY MANAGED EXC
$12.2M
NEW INSIGHT WEALTH ADVISORS
$279M
Top holdings
1
ISHARES TR
$60.2M
2
FIDELITY MERRIMACK STR TR
$18.1M
3
VANGUARD INDEX FDS
$17.2M
DAVID KENNON INC
$279M
Top holdings
1
VANGUARD INDEX FDS
$130M
2
VANGUARD BD INDEX FDS
$21.3M
3
FIDELITY COMWLTH TR
$19.9M
SOF LTD
$279M
Top holdings
1
NEWS CORP NEW
$279M
CENTENNIAL BANK
$279M
Top holdings
1
ISHARES TR
$67.5M
2
SELECT SECTOR SPDR TR
$30M
3
DIMENSIONAL ETF TRUST
$16.3M
CHECKPOINT CAPITAL L.P.
$279M
Top holdings
1
ARGENX SE
$112M
2
RHYTHM PHARMACEUTICALS INC
$107M
3
REVOLUTION MEDICINES INC
$25.5M
DISCIPLINED INVESTMENTS, LLC
$279M
Top holdings
1
DIMENSIONAL ETF TRUST
$94.7M
2
ISHARES TR
$45.9M
3
VANGUARD SCOTTSDALE FDS
$24.1M
EXCALIBUR MANAGEMENT CORP
$278M
Top holdings
1
CARLISLE COS INC
$23.8M
2
APPLE INC
$14.9M
3
BERKSHIRE HATHAWAY INC DEL
$11.2M
SHOREHAVEN WEALTH PARTNERS, LLC
$278M
Top holdings
1
ISHARES TR
$116M
2
BLACKROCK ETF TRUST
$46.7M
3
AMERICAN CENTY ETF TR
$38.9M
QUANTUM FINANCIAL PLANNING SERVICES, INC.
$278M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$67.8M
2
VANGUARD INDEX FDS
$58.3M
3
SPDR SERIES TRUST
$41.3M
ALLIANCE PRIVATE WEALTH, LLC
$278M
Top holdings
1
ISHARES TR
$100M
2
PIMCO ETF TR
$35.1M
3
SELECT SECTOR SPDR TR
$12.2M
MALAGA COVE CAPITAL, LLC
$278M
Top holdings
1
ON SEMICONDUCTOR CORP
$10.6M
2
CATERPILLAR INC
$9.49M
3
AMAZON COM INC
$9.47M
ARCUS CAPITAL PARTNERS, LLC
$278M
Top holdings
1
ISHARES TR
$54.5M
2
COCA COLA CO
$47.1M
3
EA SERIES TRUST
$31.5M
KANEN WEALTH MANAGEMENT LLC
$278M
Top holdings
1
COMPASS INC
$46.8M
2
ALLOT LTD
$31M
3
BARNES & NOBLE ED INC
$30.2M
REDE WEALTH, LLC
$278M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$154M
2
ISHARES TR
$27.8M
3
APPLE INC
$12M
CENTERLINE WEALTH ADVISORS, LLC
$278M
Top holdings
1
ISHARES TR
$57.7M
2
BLACKROCK ETF TRUST
$40.6M
3
FIDELITY COVINGTON TRUST
$34.2M
