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
CONSTITUTION CAPITAL LLC
$200M
Top holdings
1
MICROSOFT CORP
$25.8M
2
SELECT SECTOR SPDR TR
$25.1M
3
JOHNSON & JOHNSON
$12.1M
NOTE ADVISORS, LLC
$200M
Top holdings
1
DIMENSIONAL ETF TRUST
$106M
2
ISHARES TR
$16.8M
3
VANGUARD BD INDEX FDS
$8.6M
BELLEVUE ASSET MANAGEMENT, LLC
$200M
Top holdings
1
MICROSOFT CORP
$48.3M
2
FIRST TR EXCHANGE-TRADED FD
$17.7M
3
J P MORGAN EXCHANGE TRADED F
$14.4M
LRZ CAPITAL LLC
$200M
Top holdings
1
AMAZON COM INC
$21M
2
MASTERCARD INCORPORATED
$19.3M
3
S&P GLOBAL INC
$19M
ALLEN WEALTH MANAGEMENT, LLC
$200M
Top holdings
1
VANGUARD INDEX FDS
$46.3M
2
SCHWAB STRATEGIC TR
$26.8M
3
VANGUARD WORLD FD
$18.8M
KERUSSO CAPITAL MANAGEMENT LLC
$200M
Top holdings
1
DEVON ENERGY CORP NEW
$6.4M
2
SLB LIMITED
$6.31M
3
APPLE INC
$6.01M
TANDEM CAPITAL MANAGEMENT CORP
$200M
Top holdings
1
ALPHABET INC
$13.9M
2
GE AEROSPACE
$9.31M
3
MICROSOFT CORP
$8.41M
CHARTER CAPITAL MANAGEMENT, LLC
$200M
Top holdings
1
ISHARES TR
$67.7M
2
VANGUARD WHITEHALL FDS
$30.5M
3
INVESCO EXCHANGE TRADED FD T
$28.3M
ARENA CAPITAL ADVISORS, LLC- CA
$200M
Top holdings
1
PG&E CORP
$42.8M
2
HERBALIFE LTD
$31.4M
3
CSG SYS INTL INC
$31M
SUN FINANCIAL INC
$200M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$22.2M
2
FIRST TR EXCHANGE-TRADED FD
$16.3M
3
FIRST TR EXCHNG TRADED FD VI
$12.2M
BEECH HILL ADVISORS, INC.
$200M
Top holdings
1
SELECT SECTOR SPDR TR
$13.9M
2
BLACKSTONE INC
$7.06M
3
APPLE INC
$6.02M
FORTIS ADVISORS, LLC
$200M
Top holdings
1
VANGUARD BD INDEX FDS
$19.2M
2
PACER FDS TR
$16.1M
3
SCHWAB STRATEGIC TR
$14.2M
FAIRFIELD UNIVERSITY
$200M
Top holdings
1
VANGUARD INDEX FDS
$181M
2
VANGUARD SCOTTSDALE FDS
$10.6M
3
SPDR INDEX SHS FDS
$7.55M
SITRIN CAPITAL MANAGEMENT LLC
$200M
Top holdings
1
APPLE INC
$11.5M
2
LAM RESEARCH CORP
$9.53M
3
ALPHABET INC
$9.48M
FRIEDENTHAL FINANCIAL
$199M
Top holdings
1
ISHARES TR
$64.4M
2
INVESCO EXCHANGE TRADED FD T
$20.6M
3
SCHWAB STRATEGIC TR
$12.6M
NORTHERN CAPITAL MANAGEMENT, INC.
$199M
Top holdings
1
SCHWAB STRATEGIC TR
$94.5M
2
INVESCO QQQ TR
$33M
3
VANGUARD INDEX FDS
$19.2M
BROOKS, MOORE & ASSOCIATES, INC.
$199M
Top holdings
1
JPMORGAN CHASE & CO
$7.9M
2
JOHNSON & JOHNSON
$7.78M
3
VANGUARD INDEX FDS
$7.47M
FINER WEALTH MANAGEMENT, INC.
$199M
Top holdings
1
APPLE INC
$17.3M
2
NVIDIA CORPORATION
$14.4M
3
ELI LILLY & CO
$12.1M
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
$199M
Top holdings
1
ISHARES TR
$52.5M
2
JANUS DETROIT STR TR
$16.1M
3
J P MORGAN EXCHANGE TRADED F
$14.3M
CROWN OAK ADVISORS, LLC
$199M
Top holdings
1
SCHWAB CHARLES CORP
$43.2M
2
VISA INC
$19.6M
3
KEYSIGHT TECHNOLOGIES INC
$16.5M
