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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
COLLIER FINANCIAL
$131M
Top holdings
1
SPDR SERIES TRUST
$95M
2
SPDR INDEX SHS FDS
$14.1M
3
ISHARES TR
$7.45M
CYPRESS ADVISORY GROUP LLC
$131M
Top holdings
1
ISHARES TR
$22.2M
2
MICROSOFT CORP
$5.86M
3
ROSS STORES INC
$5.6M
SCHRUM PRIVATE WEALTH MANAGEMENT LLC
$131M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13M
2
ISHARES TR
$12.8M
3
FIRST TR EXCHANGE-TRADED FD
$11.4M
JORDAN PARK TRUST CO LLC
$131M
Top holdings
1
SAMSARA INC
$121M
2
ISHARES INC
$2.13M
3
ISHARES TR
$1.9M
LIFE PLANNING PARTNERS, INC
$131M
Top holdings
1
ISHARES TR
$59.7M
2
VANGUARD INDEX FDS
$13.2M
3
AMERICAN CENTY ETF TR
$8.19M
LEGACY ADVISORY SERVICES, LLC
$131M
Top holdings
1
ISHARES TR
$88.3M
2
SPDR SERIES TRUST
$21.1M
3
BLACKROCK ETF TRUST
$3.97M
CAPITAL SQUARED FINANCIAL LLC
$131M
Top holdings
1
SCHWAB STRATEGIC TR
$34.6M
2
ISHARES TR
$23.1M
3
VANGUARD INDEX FDS
$17.6M
EVERGREEN WEALTH PARTNERS LLC
$131M
Top holdings
1
SPDR SERIES TRUST
$29.6M
2
VANGUARD SCOTTSDALE FDS
$22.8M
3
ISHARES TR
$14.9M
LTG CAPITAL LLC
$131M
Top holdings
1
ISHARES TR
$90.5M
2
INVESCO EXCHANGE TRADED FD T
$28.7M
3
SCHWAB STRATEGIC TR
$5.96M
ABS DIRECT EQUITY FUND LLC
$131M
Top holdings
1
CEMEX SA EURO MTN BE 144A
$7.91M
2
PDD HOLDINGS INC
$7.49M
3
FOMENTO ECONOMICO MEXICANO S
$7.25M
ALDEBARAN CAPITAL, LLC
$131M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$20.7M
2
OCCIDENTAL PETE CORP
$10.3M
3
BUNGE GLOBAL SA
$8.6M
CASTLEFIELD INVESTMENT PARTNERS LLP
$131M
Top holdings
1
NVIDIA CORPORATION
$10.6M
2
ALPHABET INC
$9.5M
3
APPLE INC
$8.98M
EMMETT INVESTMENT MANAGEMENT, LP
$131M
Top holdings
1
WHITESTONE REIT
$10.2M
2
LOEWS CORP
$10.1M
3
CME GROUP INC
$9.72M
NIGHTVIEW CAPITAL, LLC
$131M
Top holdings
1
TESLA INC
$36.9M
2
AMAZON COM INC
$9.85M
3
NVIDIA CORPORATION
$9.23M
FINANCIAL LIFE PLANNERS
$130M
Top holdings
1
ISHARES TR
$31.7M
2
INVESCO QQQ TR
$30M
3
NVIDIA CORPORATION
$13.3M
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
$130M
Top holdings
1
ISHARES TR
$25.1M
2
GOLDMAN SACHS ETF TR
$17.9M
3
SPDR GOLD TR
$12.3M
CLARENDON PRIVATE LLC
$130M
Top holdings
1
ISHARES TR
$22.7M
2
NVIDIA CORPORATION
$11.5M
3
APPLE INC
$5.94M
ODER INVESTMENT MANAGEMENT, LLC
$130M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$21.7M
2
APPLE INC
$10.4M
3
PALANTIR TECHNOLOGIES INC
$6.11M
EDDIE PATEL INC
$130M
Top holdings
1
SELECT SECTOR SPDR TR
$15.8M
2
ISHARES TR
$7.56M
3
INVESCO EXCH TRADED FD TR II
$5.88M
CUSHING CAPITAL PARTNERS, LLC
$130M
Top holdings
1
ETF SER SOLUTIONS
$35M
2
SELECT SECTOR SPDR TR
$7.59M
3
ISHARES TR
$5.56M
