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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
SYLVEST ADVISORS, LLC
$188M
Top holdings
1
ISHARES TR
$57.5M
2
PACER FDS TR
$24.3M
3
VANGUARD INDEX FDS
$22.5M
KEYNOTE FINANCIAL SERVICES LLC
$188M
Top holdings
1
APPLE INC
$9.52M
2
VANGUARD BD INDEX FDS
$8.84M
3
ABBVIE INC
$8.54M
EVERSTAR ASSET MANAGEMENT, LLC
$188M
Top holdings
1
ISHARES TR
$31.5M
2
SELECT SECTOR SPDR TR
$21.2M
3
SPDR SERIES TRUST
$16.6M
CLEARFIELD CAPITAL MANAGEMENT LP
$188M
Top holdings
1
EVERUS CONSTR GROUP
$23.3M
2
US FOODS HLDG CORP
$21.4M
3
VERTIV HOLDINGS CO
$20.9M
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
$188M
Top holdings
1
CAMDEN PPTY TR
$67.9M
2
FIRST INDL RLTY TR INC
$33.6M
3
MID-AMER APT CMNTYS INC
$26.8M
WINTHROP PARTNERS - WNY, LLC
$188M
Top holdings
1
ISHARES TR
$74.3M
2
BROADCOM INC
$8.38M
3
APPLE INC
$7.65M
DESTINY CAPITAL CORP
$188M
Top holdings
1
SPDR SERIES TRUST
$77.1M
2
ISHARES TR
$53.2M
3
INVESCO QQQ TR
$18.3M
INDEPENDENCE WEALTH ADVISORS, LLC
$188M
Top holdings
1
SELECT SECTOR SPDR TR
$54.1M
2
SPDR SERIES TRUST
$37.2M
3
SIMPLIFY EXCHANGE TRADED FUN
$29M
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
$188M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$18.9M
2
VANGUARD INDEX FDS
$18.8M
3
SCHWAB STRATEGIC TR
$16.7M
ASPEN WEALTH STRATEGIES, LLC
$187M
Top holdings
1
ISHARES TR
$46M
2
VANGUARD INDEX FDS
$25.3M
3
SCHWAB STRATEGIC TR
$15.1M
BOOMFISH WEALTH GROUP, LLC
$187M
Top holdings
1
ISHARES TR
$14.6M
2
SPDR SERIES TRUST
$10.6M
3
VANECK ETF TRUST
$7.1M
FIRST COUNTY BANK
$187M
Top holdings
1
ISHARES TR
$20M
2
VANGUARD INDEX FDS
$17.1M
3
NVIDIA CORPORATION
$7.81M
TRANSMARKET HOLDINGS LP
$187M
Top holdings
1
ISHARES TR
$122M
2
GSK PLC
$12.3M
3
BP PLC
$5.69M
CHOKSHI & QUEEN WEALTH ADVISORS, INC
$187M
Top holdings
1
ISHARES TR
$51.5M
2
INVESCO QQQ TR
$36M
3
APPLE INC
$23.6M
WINGATE WEALTH ADVISORS, INC.
$187M
Top holdings
1
ISHARES TR
$31.1M
2
VANGUARD SPECIALIZED FUNDS
$21.7M
3
SCHWAB STRATEGIC TR
$17.8M
EQUITEC PROPRIETARY MARKETS, LLC
$187M
Top holdings
1
HOLOGIC INC
$56.1M
2
ARCELLX INC
$33M
3
ELECTRONIC ARTS INC
$23.6M
PEARL PLANNING LLC
$187M
Top holdings
1
VANGUARD INDEX FDS
$54.1M
2
AMERICAN CENTY ETF TR
$27.5M
3
ISHARES TR
$16.9M
CARROLL INVESTORS, INC
$187M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$34.8M
2
NVIDIA CORPORATION
$24.4M
3
TESLA INC
$22.3M
BEACON ADVISORS HOLDINGS, LLC
$187M
Top holdings
1
ISHARES TR
$82M
2
VANGUARD INDEX FDS
$22.5M
3
FIDELITY COVINGTON TRUST
$13.4M
DARWINS RIVER CAPITAL, LP
$187M
Top holdings
1
AMAZON COM INC
$18.7M
2
WALMART INC
$12.2M
3
TRACTOR SUPPLY CO
$9.9M
