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
MENDON CAPITAL ADVISORS CORP
$258M
Top holdings
1
EQUITY BANCSHARES INC
$17M
2
PRIMIS FINANCIAL CORP
$16.3M
3
ABACUS GLOBAL MGMT INC
$15.4M
OMC FINANCIAL SERVICES LTD
$258M
Top holdings
1
NVIDIA CORPORATION
$30.6M
2
APPLE INC
$27.1M
3
MASTERCARD INCORPORATED
$16.4M
STASH INVESTMENTS, LLC
$258M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD INDEX FDS
$103M
3
VANGUARD INTL EQUITY INDEX F
$16.8M
TRUSTBANK
$258M
Top holdings
1
VANGUARD INDEX FDS
$45.9M
2
ISHARES TR
$38.5M
3
VANGUARD TAX-MANAGED FDS
$26.3M
AAFMAA WEALTH MANAGEMENT & TRUST LLC
$258M
Top holdings
1
ISHARES TR
$70.1M
2
SELECT SECTOR SPDR TR
$54.2M
3
VANGUARD SCOTTSDALE FDS
$19.9M
FIRST AFFIRMATIVE FINANCIAL NETWORK
$258M
Top holdings
1
SPDR SERIES TRUST
$23.3M
2
NVIDIA CORPORATION
$9.49M
3
ALPHABET INC
$8.87M
CARROLL ADVISORY GROUP, LLC
$258M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$42M
2
ISHARES TR
$39M
3
VANGUARD INDEX FDS
$33.9M
TOWLE & CO
$257M
Top holdings
1
PBF ENERGY INC
$11.9M
2
PROPETRO HLDG CORP
$9.75M
3
UNITED NAT FOODS INC
$9.61M
CRUISER CAPITAL ADVISORS, LLC
$257M
Top holdings
1
ISHARES TR
$92.5M
2
STATE STR SPDR S&P 500 ETF T
$61M
3
FTAI AVIATION LTD
$33.7M
ADW CAPITAL MANAGEMENT, LLC
$257M
Top holdings
1
API GROUP CORP
$60.1M
2
DRIVEN BRANDS HLDGS INC
$50.4M
3
COMPASS DIVERSIFIED
$43.2M
HILLMAN CO
$257M
Top holdings
1
MASTEC INC
$46.6M
2
ISHARES TR
$36.1M
3
VANGUARD INDEX FDS
$34.2M
GATE CITY CAPITAL MANAGEMENT, LLC
$257M
Top holdings
1
ALICO INC
$53M
2
HARLEY DAVIDSON INC
$45.9M
3
ENTRAVISION COMMUNICATIONS C
$31.4M
EAGLE BLUFFS WEALTH MANAGEMENT LLC
$257M
Top holdings
1
BLACKROCK TAX MUNICPAL BD TR
$35.6M
2
ISHARES TR
$16.9M
3
ISHARES INC
$16.6M
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
$257M
Top holdings
1
ISHARES TR
$81.6M
2
STATE STR SPDR S&P 500 ETF T
$26.3M
3
VANGUARD INDEX FDS
$22M
PALISADES HUDSON ASSET MANAGEMENT, L.P.
$257M
Top holdings
1
ISHARES TR
$97.9M
2
VANGUARD INDEX FDS
$21.6M
3
STATE STR SPDR S&P 500 ETF T
$18.4M
AXA S.A.
$256M
Top holdings
1
ALIBABA GROUP HLDG LTD
$58.9M
2
STATE STR SPDR S&P 500 ETF T
$44.2M
3
TOTALENERGIES SE
$15.8M
CORIGLIANO INVESTMENT ADVISERS, LLC
$256M
Top holdings
1
ANTERO RESOURCES CORP
$26.2M
2
DIAMONDBACK ENERGY INC
$24.5M
3
SM ENERGY COMPANY
$17.5M
TRUEBLOOD WEALTH MANAGEMENT, LLC
$256M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$15.2M
2
JPMORGAN CHASE & CO
$12.1M
3
FIRST TR EXCHANGE TRADED FD
$11.6M
PEIRCE CAPITAL MANAGEMENT, LLC
$256M
Top holdings
1
DIMENSIONAL ETF TRUST
$106M
2
EA SERIES TRUST
$46.1M
3
ISHARES TR
$39.4M
HIGHLANDER PARTNERS, L.P.
$256M
Top holdings
1
VERTIV HOLDINGS CO
$66M
2
BLACKSTONE INC
$27.4M
3
KEYSIGHT TECHNOLOGIES INC
$22.4M
