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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
CALDWELL TRUST CO
$1.12B
Top holdings
1
ISHARES TR
$115M
2
APPLE INC
$63.8M
3
NVIDIA CORPORATION
$56.5M
CHESCAPMANAGER LLC
$1.12B
Top holdings
1
AMAZON COM INC
$212M
2
NVIDIA CORPORATION
$187M
3
VERTIV HOLDINGS CO
$156M
CANANDAIGUA NATIONAL CORP
$1.12B
Top holdings
1
ISHARES TR
$188M
2
SPDR SERIES TRUST
$118M
3
SCHWAB STRATEGIC TR
$53.8M
CERTIFIED ADVISORY CORP
$1.12B
Top holdings
1
ISHARES TR
$169M
2
VANGUARD INDEX FDS
$98.6M
3
SCHWAB STRATEGIC TR
$77.2M
CONSERVEST CAPITAL ADVISORS, INC.
$1.1B
Top holdings
1
SELECT SECTOR SPDR TR
$242M
2
ISHARES TR
$209M
3
STATE STR SPDR S&P 500 ETF T
$156M
CONSOLIDATED PORTFOLIO REVIEW CORP
$1.1B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$430M
2
ISHARES TR
$199M
3
ISHARES BITCOIN TRUST ETF
$82.3M
COREBRIDGE FINANCIAL, INC.
$1.09B
Top holdings
1
ISHARES TR
$885M
2
PGIM ETF TR
$206M
CONNORS INVESTOR SERVICES INC
$1.08B
Top holdings
1
PALANTIR TECHNOLOGIES INC
$80.6M
2
APPLE INC
$49.7M
3
STATE STR SPDR S&P 500 ETF T
$41.1M
CLARK ASSET MANAGEMENT, LLC
$1.06B
Top holdings
1
VANGUARD INDEX FDS
$289M
2
INVESCO EXCH TRD SLF IDX FD
$168M
3
VANGUARD TAX-MANAGED FDS
$164M
CORNERSTONE ADVISORY, LLC
$1.06B
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$179M
2
ISHARES TR
$118M
3
GOLDMAN SACHS ETF TR
$110M
COMPASS ION ADVISORS, LLC
$1.05B
Top holdings
1
ISHARES TR
$245M
2
VANGUARD INDEX FDS
$194M
3
ETF SER SOLUTIONS
$67.5M
CCM INVESTMENT ADVISERS LLC
$1.04B
Top holdings
1
ALPHABET INC
$38.7M
2
NVIDIA CORPORATION
$36.4M
3
SEAGATE TECHNOLOGY HLDNGS PL
$36M
CONTINUUM ADVISORY, LLC
$1.04B
Top holdings
1
VANGUARD INDEX FDS
$100M
2
ISHARES TR
$92.7M
3
J P MORGAN EXCHANGE TRADED F
$50.4M
CLOUGH CAPITAL PARTNERS L P
$1.04B
Top holdings
1
ALPHABET INC
$60.7M
2
CARNIVAL CORP
$41.9M
3
NVIDIA CORPORATION
$40.4M
CRESCENT GROVE ADVISORS, LLC
$1.04B
Top holdings
1
ISHARES TR
$319M
2
VANGUARD INDEX FDS
$83.1M
3
STATE STR SPDR S&P 500 ETF T
$62M
COMMON FUND FOR NONPROFIT ORGANIZATIONS
$1.03B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$364M
2
ISHARES TR
$256M
3
FLEXSHARES TR
$222M
CONDIRE MANAGEMENT, LP
$1.03B
Top holdings
1
COEUR MNG INC
$187M
2
I-80 GOLD CORP
$166M
3
VALARIS LTD
$114M
CROSSLINK CAPITAL INC
$1.02B
Top holdings
1
CHIME FINL INC
$490M
2
LAM RESEARCH CORP
$104M
3
ALPHABET INC
$60.2M
CARRET ASSET MANAGEMENT, LLC
$1.02B
Top holdings
1
APPLE INC
$80.8M
2
ALPHABET INC
$78.6M
3
ISHARES TR
$61.1M
CONNABLE OFFICE INC
$1.02B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$251M
2
ISHARES TR
$143M
3
ISHARES INC
$85.5M
