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
CUMBERLAND ADVISORS INC
$255M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58.5M
2
ISHARES TR
$37.7M
3
STATE STR SPDR S&P MIDCAP 40
$27.6M
WESTERN FINANCIAL CORP
$255M
Top holdings
1
ARROWHEAD PHARMACEUTICALS IN
$51.4M
2
ENTERPRISE FINL SVCS CORP
$31.2M
3
ISHARES TR
$9.78M
AGATE PASS INVESTMENT MANAGEMENT, LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$33.3M
2
ALPHABET INC
$17.6M
3
ISHARES TR
$15.2M
KENNEDY INVESTMENT GROUP
$255M
Top holdings
1
BROADCOM INC
$18.3M
2
APPLE INC
$18.2M
3
J P MORGAN EXCHANGE TRADED F
$17.6M
2XIDEAS AG
$255M
Top holdings
1
INTERCONTINENTAL EXCHANGE IN
$30.7M
2
EDWARDS LIFESCIENCES CORP
$28.2M
3
FORTINET INC
$27.6M
CALDWELL INVESTMENT MANAGEMENT LTD.
$255M
Top holdings
1
MORGAN STANLEY
$39.6M
2
CBOE GLOBAL MKTS INC
$33.4M
3
MIAMI INTL HLDGS INC
$24.9M
JUNO FINANCIAL GROUP LLC
$255M
Top holdings
1
ISHARES TR
$31.6M
2
VANGUARD STAR FDS
$25.6M
3
SCHWAB STRATEGIC TR
$25.4M
PALISADES INVESTMENT PARTNERS, LLC
$255M
Top holdings
1
SPX TECHNOLOGIES INC
$24.7M
2
KRYSTAL BIOTECH INC
$11.7M
3
PARK AEROSPACE CORP
$11.4M
WRENNE FINANCIAL PLANNING LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$84.3M
2
VANGUARD INTL EQUITY INDEX F
$56M
3
SPDR SERIES TRUST
$27.7M
LONG ROAD INVESTMENT COUNSEL, LLC
$255M
Top holdings
1
OREILLY AUTOMOTIVE INC
$28M
2
ALPHABET INC
$27.3M
3
STRYKER CORPORATION
$14.1M
GARNER ASSET MANAGEMENT CORP
$255M
Top holdings
1
INVESCO QQQ TR
$16.6M
2
BERKSHIRE HATHAWAY INC DEL
$12M
3
VANGUARD INDEX FDS
$11.4M
TIEMANN INVESTMENT ADVISORS, LLC
$255M
Top holdings
1
ISHARES TR
$75.1M
2
APPLE INC
$15M
3
J P MORGAN EXCHANGE TRADED F
$11.5M
WESTWOOD WEALTH MANAGEMENT
$255M
Top holdings
1
NVIDIA CORPORATION
$98.3M
2
ALPHABET INC
$23.1M
3
DIREXION SHARES ETF TRUST
$15.4M
CHOICE WEALTH ADVISORS, LLC
$255M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$72.2M
2
SPDR SERIES TRUST
$53.8M
3
WISDOMTREE TR
$46.1M
VERMILLION WEALTH MANAGEMENT, INC.
$255M
Top holdings
1
DIMENSIONAL ETF TRUST
$123M
2
VANGUARD BD INDEX FDS
$23.2M
3
SCHWAB STRATEGIC TR
$13.9M
INCLINE GLOBAL MANAGEMENT LLC
$255M
Top holdings
1
ASGN INC
$17M
2
CARNIVAL PLC
$16.6M
3
TE CONNECTIVITY PLC
$15.8M
LEFT BRAIN WEALTH MANAGEMENT, LLC
$255M
Top holdings
1
NVIDIA CORPORATION
$25.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$15.6M
3
META PLATFORMS INC
$11.5M
TENON FINANCIAL LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$122M
2
VANGUARD STAR FDS
$43.7M
3
VANGUARD BD INDEX FDS
$35.7M
INTEGRITY WEALTH SOLUTIONS LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$40.3M
2
SPDR SERIES TRUST
$29.3M
3
DIMENSIONAL ETF TRUST
$28.1M
FIRST FINANCIAL CORP
$255M
Top holdings
1
VANGUARD INDEX FDS
$44.6M
2
FIRST FINANCIAL CORPORATION
$40.5M
3
VANGUARD WORLD FD
$33.6M
