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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
SENTINEL DOME PARTNERS, LLC
$105M
Top holdings
1
UNITI GROUP LLC
$40.7M
2
AMAZON.COM INC
$6.6M
3
LIVE NATION ENTERTAINMENT IN
$5.81M
HELIUM ADVISORS LLC
$105M
Top holdings
1
ISHARES TR
$18.6M
2
J P MORGAN EXCHANGE TRADED F
$12.6M
3
MICROSOFT CORP
$8.93M
ALPHA CAPITAL ADVISORS INC
$105M
Top holdings
1
ISHARES TR
$36.5M
2
SPDR SERIES TRUST
$32.4M
3
VANGUARD INDEX FDS
$8.45M
NORTHLAND SECURITIES, INC.
$105M
Top holdings
1
ISHARES TR
$32.3M
2
J P MORGAN EXCHANGE TRADED F
$19.3M
3
SELECT SECTOR SPDR TR
$12M
SAFE HARBOR FIDUCIARY, LLC
$105M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$14.1M
2
ISHARES TR
$11.2M
3
INVESCO QQQ TR
$7.76M
SYCAMORE PARTNERS MANAGEMENT, L.P.
$105M
Top holdings
1
TORRID HLDGS INC
$104M
2
FOSSIL GROUP INC
$1.22M
AMERICAN NATIONAL BANK OF TEXAS
$105M
Top holdings
1
ISHARES TR
$26.4M
2
SELECT SECTOR SPDR TR
$10.2M
3
VANGUARD INTL EQUITY INDEX F
$8.04M
ARTESA FINANCIAL GROUP, LLC
$105M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$20.8M
2
NUVEEN AMT FREE MUN CR INC F
$13.7M
3
ISHARES TR
$12.7M
EXPRESSIVE WEALTH LLC
$105M
Top holdings
1
ISHARES TR
$12.1M
2
SPDR GOLD TR
$5.27M
3
CAPITAL GROUP DIVIDEND VALUE
$5.2M
WEAVER C. BARKSDALE & ASSOCIATES, INC.
$105M
Top holdings
1
CUMMINS INC
$2.4M
2
GILEAD SCIENCES INC
$2.37M
3
NEXTERA ENERGY INC
$2.28M
PALLADIEM, LLC
$105M
Top holdings
1
ISHARES TR
$17.6M
2
SPDR SERIES TRUST
$15.4M
3
ISHARES INC
$11.9M
FELL CAPITAL MANAGEMENT
$105M
Top holdings
1
ISHARES TR
$16.5M
2
SPDR SERIES TRUST
$14.2M
3
ALPHABET INC
$5.69M
SIGNET PRIVATE WEALTH LLC
$105M
Top holdings
1
ISHARES TR
$29.1M
2
APPLE INC
$4.3M
3
GLOBAL X FDS
$3.58M
WAYCROSS INVESTMENT MANAGEMENT CO
$105M
Top holdings
1
ISHARES TR
$20.7M
2
INVESCO EXCH TRD SLF IDX FD
$12.3M
3
PACER FDS TR
$6.89M
MCLAUGHLIN ASSET MANAGEMENT, INC.
$105M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$8.99M
2
J P MORGAN EXCHANGE TRADED F
$6.02M
3
NVIDIA CORPORATION
$5.09M
JHP WEALTH MANAGEMENT, LLC
$105M
Top holdings
1
ISHARES TR
$44.1M
2
VANGUARD INDEX FDS
$22.9M
3
SCHWAB STRATEGIC TR
$15.9M
GUARDIAN CAPITAL, LLC
$105M
Top holdings
1
AIM ETF PRODUCTS TRUST
$15.7M
2
VANECK ETF TRUST
$9.49M
3
ISHARES TR
$7.99M
CDM FINANCIAL COUNSELING SERVICES, INC.
$105M
Top holdings
1
SELECT SECTOR SPDR TR
$17.5M
2
STATE STR SPDR S&P 500 ETF T
$12.5M
3
VANGUARD INDEX FDS
$11.8M
FORTERIS WEALTH MANAGEMENT INC.
$104M
Top holdings
1
DIMENSIONAL ETF TRUST
$40.5M
2
ISHARES TR
$21.4M
3
APPLE INC
$4.52M
HANSEATIC MANAGEMENT SERVICES INC
$104M
Top holdings
1
ISHARES TR
$13.7M
2
SCHWAB STRATEGIC TR
$6.6M
3
SELECT SECTOR SPDR TR
$4.37M
