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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 WEALTH GROUP, LLC
$1.56B
Top holdings
1
ISHARES TR
$196M
2
STATE STR SPDR S&P 500 ETF T
$87.7M
3
APPLE INC
$78.3M
CHARLES SCHWAB TRUST CO
$1.54B
Top holdings
1
SCHWAB STRATEGIC TR
$789M
2
ISHARES TR
$218M
3
VANGUARD INDEX FDS
$154M
CLEAN ENERGY TRANSITION LLP
$1.54B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$318M
2
FIRST SOLAR INC
$281M
3
STANLEY BLACK & DECKER INC
$185M
CINCTIVE CAPITAL MANAGEMENT LP
$1.53B
Top holdings
1
VISTRA CORP
$36M
2
VALERO ENERGY CORP
$33.1M
3
FORGENT POWER SOLUTIONS INC
$31.5M
CRYDER CAPITAL PARTNERS LLP
$1.53B
Top holdings
1
HCA HEALTHCARE INC
$215M
2
ALPHABET INC
$207M
3
THERMO FISHER SCIENTIFIC INC
$185M
CERTUITY, LLC
$1.52B
Top holdings
1
ISHARES TR
$121M
2
CITIGROUP INC
$96M
3
MICRON TECHNOLOGY INC
$91.4M
CALIGAN PARTNERS LP
$1.5B
Top holdings
1
LIQUIDIA CORPORATION
$306M
2
REVOLUTION MEDICINES INC
$183M
3
ABIVAX SA
$163M
CAHABA WEALTH MANAGEMENT, INC.
$1.47B
Top holdings
1
ISHARES TR
$984M
2
VICTORY PORTFOLIOS II
$178M
3
SPDR SERIES TRUST
$102M
CFS INVESTMENT ADVISORY SERVICES, LLC
$1.45B
Top holdings
1
ISHARES TR
$384M
2
DIMENSIONAL ETF TRUST
$135M
3
SPDR SERIES TRUST
$126M
CLEAR HARBOR ASSET MANAGEMENT, LLC
$1.45B
Top holdings
1
APPLE INC
$82M
2
ROPER TECHNOLOGIES INC
$66.8M
3
ALPHABET INC
$66.4M
CORDA INVESTMENT MANAGEMENT, LLC.
$1.45B
Top holdings
1
ALPHABET INC
$63.6M
2
CME GROUP INC
$62.5M
3
BANK NEW YORK MELLON CORP
$62.3M
CALLODINE CAPITAL MANAGEMENT, LP
$1.43B
Top holdings
1
SPECTRUM BRANDS HOLDINGS INC
$151M
2
VIATRIS INC
$110M
3
WOLVERINE WORLD WIDE INC
$73.5M
COASTAL BRIDGE ADVISORS, LLC
$1.41B
Top holdings
1
ISHARES TR
$126M
2
J P MORGAN EXCHANGE TRADED F
$59.4M
3
SCHWAB STRATEGIC TR
$59.1M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
$1.38B
Top holdings
1
ISHARES INC
$217M
2
TAIWAN FD INC
$147M
3
MORGAN STANLEY CHINA A SH FD
$107M
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
$1.37B
Top holdings
1
ISHARES TR
$91.1M
2
SPDR SERIES TRUST
$72.7M
3
J P MORGAN EXCHANGE TRADED F
$68.4M
CRAMER ROSENTHAL MCGLYNN LLC
$1.36B
Top holdings
1
BANKUNITED INC
$59.8M
2
CHAMPION HOMES INC
$57.1M
3
REGAL REXNORD CORPORATION
$46.6M
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
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
COMPASS ROSE ASSET MANAGEMENT, LP
$1.33B
Top holdings
1
ISHARES TR
$636M
2
SPDR SERIES TRUST
$291M
3
KRANESHARES TRUST
$112M
CHINA UNIVERSAL ASSET MANAGEMENT CO., LTD.
$1.32B
Top holdings
1
NVIDIA CORPORATION
$80.9M
2
ALPHABET INC
$69.1M
3
APPLE INC
$62M
