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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
CORNERSTONE FINANCIAL GROUP, LLC
$156M
Top holdings
1
ISHARES TR
$31.4M
2
SPDR SERIES TRUST
$19.6M
3
DIMENSIONAL ETF TRUST
$18.2M
BML CAPITAL MANAGEMENT, LLC
$156M
Top holdings
1
ACLARIS THERAPEUTICS INC
$53.4M
2
ATEA PHARMACEUTICALS INC
$38M
3
ORAMED PHARMACEUTICALS INC
$10.8M
ACCREDITED INVESTOR SERVICES, LLC
$156M
Top holdings
1
AMERICAN CENTY ETF TR
$63.6M
2
DIMENSIONAL ETF TRUST
$34.3M
3
FIDELITY COVINGTON TRUST
$23.5M
BNB WEALTH MANAGEMENT, LLC
$156M
Top holdings
1
PACER FDS TR
$17.6M
2
CAPITAL GROUP GBL GROWTH EQT
$11.2M
3
INVESCO EXCH TRADED FD TR II
$10.4M
TRUXT INVESTMENTOS LTDA.
$156M
Top holdings
1
ISHARES INC
$28M
2
STATE STR SPDR S&P 500 ETF T
$27.2M
3
NU HLDGS LTD
$26.5M
WINEBRENNER CAPITAL MANAGEMENT LLC
$156M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$13.9M
2
JANUS DETROIT STR TR
$12.1M
3
FIRST TR EXCHANGE-TRADED FD
$9.73M
ADIRONDACK CAPITAL ADVISORS, LLC
$156M
Top holdings
1
ISHARES TR
$113M
2
VANGUARD WHITEHALL FDS
$9.23M
3
VANGUARD SPECIALIZED FUNDS
$8.36M
PIONEER FAMILY OFFICE, LLC
$156M
Top holdings
1
VANGUARD INDEX FDS
$56.3M
2
INVESCO QQQ TR
$21.4M
3
VANGUARD WORLD FD
$17.4M
HIDDEN COVE WEALTH MANAGEMENT, LLC
$156M
Top holdings
1
ISHARES TR
$23.5M
2
JANUS DETROIT STR TR
$22.9M
3
SCHWAB STRATEGIC TR
$21.5M
SOUTHERN CAPITAL SERVICES INC
$156M
Top holdings
1
SELECT SECTOR SPDR TR
$42.9M
2
VANGUARD WORLD FD
$28.7M
3
FIRST TR EXCHANGE-TRADED FD
$19.8M
GOOD STEWARD WEALTH ADVISORS,LLC
$156M
Top holdings
1
VANGUARD INDEX FDS
$26.6M
2
ISHARES TR
$14.2M
3
PGIM ETF TR
$13.9M
WESTCO ADVISORY SERVICES INC
$156M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$25.8M
2
APPLE INC
$15.3M
3
GOLDMAN SACHS GROUP INC
$13.6M
SUMMIT PORTFOLIO MANAGEMENT, LTD.
$155M
Top holdings
1
AMERICAN CENTY ETF TR
$111M
2
DIMENSIONAL ETF TRUST
$21M
3
ISHARES TR
$11.3M
DELARME WEALTH MANAGEMENT, INC.
$155M
Top holdings
1
DIMENSIONAL ETF TRUST
$45.9M
2
VANGUARD INDEX FDS
$28.8M
3
ISHARES TR
$23.9M
CAPSTONE CAPITAL LLC
$155M
Top holdings
1
DIMENSIONAL ETF TRUST
$127M
2
VANGUARD SCOTTSDALE FDS
$12.7M
3
VANGUARD MUN BD FDS
$9.19M
KUHN & CO INVESTMENT COUNSEL
$155M
Top holdings
1
VANGUARD INDEX FDS
$14.5M
2
SCHWAB STRATEGIC TR
$8.93M
3
CAPITAL GROUP GROWTH ETF
$5.33M
RETIREMENT PLANNING GROUP, LLC NY
$155M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$18.7M
2
INVESCO EXCH TRADED FD TR II
$14.9M
3
GLOBAL X FDS
$11M
FUTURE FINANCIAL WEALTH MANAGMENT LLC
$155M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$20.9M
2
ISHARES TR
$19.3M
3
VANGUARD INDEX FDS
$17.6M
LEGEND FINANCIAL ADVISORS, INC.
$155M
Top holdings
1
ISHARES TR
$21.3M
2
ISHARES GOLD TR
$15.5M
3
INVESCO QQQ TR
$14.5M
ARCHVEST WEALTH ADVISORS, INC.
$155M
Top holdings
1
FLEXSHARES TR
$38.9M
2
ISHARES TR
$32.3M
3
DIMENSIONAL ETF TRUST
$17.2M
