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
CRYSTAL ROCK CAPITAL MANAGEMENT
$168M
Top holdings
1
ALPHABET INC
$26.4M
2
META PLATFORMS INC
$16.4M
3
VERTIV HOLDINGS CO
$16.3M
LITTLE HARBOR ADVISORS, LLC
$168M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$140M
2
INVESCO QQQ TR
$19.4M
3
SPDR SERIES TRUST
$4.48M
CODE WAECHTER LLC
$168M
Top holdings
1
SCHWAB STRATEGIC TR
$36.3M
2
ISHARES TR
$18.3M
3
VANGUARD ADMIRAL FDS INC
$14.6M
PRESPER FINANCIAL ARCHITECTS, LLC
$168M
Top holdings
1
ISHARES TR
$31.1M
2
FIDELITY MERRIMACK STR TR
$28.1M
3
SELECT SECTOR SPDR TR
$22.7M
MEADOWBROOK ADVISORS GROUP, LLC
$168M
Top holdings
1
APPLE INC
$13.9M
2
VANGUARD TAX-MANAGED FDS
$7M
3
MICROSOFT CORP
$5.6M
TI-TRUST, INC
$168M
Top holdings
1
VANGUARD INDEX FDS
$20.9M
2
ISHARES TR
$12.5M
3
VANGUARD INTL EQUITY INDEX F
$12.2M
7G CAPITAL MANAGEMENT, LLC
$168M
Top holdings
1
ALPHABET INC
$47.4M
2
TAIWAN SEMICONDUCTOR MANUFAC
$37.2M
3
APPLE INC
$25.4M
WIDMANN FINANCIAL SERVICES, INC.
$168M
Top holdings
1
ISHARES TR
$43.3M
2
AMERICAN CENTY ETF TR
$8.58M
3
APPLE INC
$6.97M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
$168M
Top holdings
1
APPLE INC
$23.6M
2
ALPHABET INC
$21.1M
3
NVIDIA CORPORATION
$19.6M
LEE-KELLEHER WEALTH MANAGEMENT
$168M
Top holdings
1
ISHARES TR
$76.8M
2
WISDOMTREE TR
$51.8M
3
STATE STR SPDR S&P 500 ETF T
$11.9M
KNOTT DAVID M JR
$168M
Top holdings
1
ALPHABET INC
$26.3M
2
APOLLO GLOBAL MGMT INC
$25.1M
3
SYNDAX PHARMACEUTICALS INC
$9.86M
DISCIPLINED INVESTORS, L.L.C.
$168M
Top holdings
1
VANGUARD INDEX FDS
$17.1M
2
ISHARES TR
$15.1M
3
DIMENSIONAL ETF TRUST
$14.1M
CATALINA CAPITAL GROUP, LLC
$168M
Top holdings
1
WISDOMTREE TR
$22.6M
2
ISHARES TR
$21.8M
3
INNOVATOR ETFS TRUST
$11M
INTEGRITY WEALTH ADVISORS, INC.
$168M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$20.7M
2
DAVIS FUNDAMENTAL ETF TR
$18.7M
3
FIRST TR EXCH TRADED FD III
$12.3M
CITY NATIONAL BANK OF FLORIDA
$168M
Top holdings
1
ISHARES TR
$78.1M
2
SSGA ACTIVE ETF TR
$6M
3
NVIDIA CORPORATION
$5.12M
SHARPEPOINT LLC
$168M
Top holdings
1
ISHARES TR
$12.8M
2
GLOBAL X FDS
$7.85M
3
ELI LILLY & CO
$7.24M
OPUS INVESTMENT MANAGEMENT INC
$168M
Top holdings
1
VANGUARD INDEX FDS
$50.9M
2
WALMART INC
$11.8M
3
ABBVIE INC
$9.07M
ASTRA WEALTH PARTNERS LLC
$168M
Top holdings
1
ISHARES TR
$57.6M
2
DIMENSIONAL ETF TRUST
$19.1M
3
VANGUARD INDEX FDS
$17.7M
YUKON WEALTH MANAGEMENT, INC.
$168M
Top holdings
1
ISHARES TR
$96.5M
2
SCHWAB STRATEGIC TR
$10.2M
3
VANGUARD SPECIALIZED FUNDS
$7.41M
WEALTHTRUST ASSET MANAGEMENT, LLC
$167M
Top holdings
1
ETF OPPORTUNITIES TRUST
$45.2M
2
ISHARES TR
$19.1M
3
SPDR SERIES TRUST
$17.7M
