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

ALPHASTAR CAPITAL MANAGEMENT, LLC
$1.36B
Top holdings
1
SPDR SERIES TRUST
$516M
2
SELECT SECTOR SPDR TR
$120M
3
ISHARES TR
$116M
SOMA EQUITY PARTNERS LP
$1.36B
Top holdings
1
UBER TECHNOLOGIES INC
$113M
2
AMAZON COM INC
$99.1M
3
NVIDIA CORPORATION
$98.5M
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
$1.36B
Top holdings
1
ISHARES TR
$194M
2
VANGUARD SCOTTSDALE FDS
$71.5M
3
VANGUARD INDEX FDS
$56.1M
METEORA CAPITAL, LLC
$1.36B
Top holdings
1
M3BRIGADE ACQUISITION V CORP
$41.8M
2
CANTOR EQUITY PARTNERS I INC
$31M
3
REPUBLIC DIGITAL ACQUISITION
$30.7M
WASHINGTON TRUST BANK
$1.36B
Top holdings
1
DIMENSIONAL ETF TRUST
$228M
2
ISHARES TR
$154M
3
PACCAR INC
$86.7M
NARWHAL CAPITAL MANAGEMENT
$1.36B
Top holdings
1
ISHARES TR
$188M
2
NVIDIA CORPORATION
$87.1M
3
ALPHABET INC
$82.1M
KMG FIDUCIARY PARTNERS, LLC
$1.35B
Top holdings
1
ISHARES TR
$144M
2
APPLE INC
$72.5M
3
NVIDIA CORPORATION
$69.3M
PARTNERS GROUP HOLDING AG
$1.35B
Top holdings
1
KINDERCARE LEARNING COMPANIE
$179M
2
APOLLO GLOBAL MGMT INC
$68.6M
3
CLARIVATE PLC
$64.7M
MCILRATH & ECK, LLC
$1.35B
Top holdings
1
VANGUARD INDEX FDS
$237M
2
DIMENSIONAL ETF TRUST
$147M
3
EA SERIES TRUST
$142M
HECK CAPITAL ADVISORS, LLC
$1.35B
Top holdings
1
ISHARES TR
$578M
2
ISHARES GOLD TR
$119M
3
VANGUARD INDEX FDS
$115M
CAPWEALTH ADVISORS, LLC
$1.35B
Top holdings
1
FEDERAL NATL MTG ASSN VAR PFD SER P
$76.9M
2
CORNING INC
$59.9M
3
FEDERAL NATL MTG ASSN PFD 8.25 SR T
$58.1M
VAN HULZEN ASSET MANAGEMENT, LLC
$1.35B
Top holdings
1
ISHARES TR
$159M
2
APPLE INC
$92.9M
3
ALPHABET INC
$52.1M
PBCAY ONE RSC LTD
$1.34B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$410M
2
MICROSOFT CORP
$105M
3
NVIDIA CORPORATION
$99.1M
HOLDCO ASSET MANAGEMENT, LP
$1.34B
Top holdings
1
FIFTH THIRD BANCORP
$177M
2
BANKUNITED INC
$160M
3
COLUMBIA BKG SYS INC
$157M
VERITY & VERITY, LLC
$1.34B
Top holdings
1
BROADCOM INC
$57.3M
2
RTX CORPORATION
$41M
3
ABBVIE INC
$38.6M
OAKTOP CAPITAL MANAGEMENT II, L.P.
$1.34B
Top holdings
1
LAM RESEARCH CORP
$481M
2
KLA CORP
$458M
3
ANALOG DEVICES INC
$148M
FUSION FAMILY WEALTH LLC
$1.34B
Top holdings
1
INVESCO EXCH TRADED FD TR II
$377M
2
VANGUARD INDEX FDS
$369M
3
VANGUARD TAX-MANAGED FDS
$127M
N.E.W. ADVISORY SERVICES LLC
$1.34B
Top holdings
1
VANGUARD INDEX FDS
$309M
2
SPDR SERIES TRUST
$243M
3
J P MORGAN EXCHANGE TRADED F
$98.8M
BARING FINTECH MANAGER HOLDING LTD
$1.34B
Top holdings
1
KASPI KZ JSC
$1.34B
49 WEALTH MANAGEMENT, LLC
$1.34B
Top holdings
1
ELEVATION SERIES TRUST
$295M
2
ISHARES TR
$206M
3
RBB FUND TRUST
$191M
1
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