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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
COASTLINE TRUST CO
$1.01B
Top holdings
1
ISHARES TR
$223M
2
NVIDIA CORPORATION
$82.3M
3
ALPHABET INC
$50.4M
CORNERSTONE CAPITAL, INC.
$1B
Top holdings
1
CORNING INC
$56.4M
2
ALPHABET INC
$50.4M
3
MICROSOFT CORP
$43.3M
CHEVIOT VALUE MANAGEMENT, LLC
$996M
Top holdings
1
ISHARES TR
$165M
2
BERKSHIRE HATHAWAY INC DEL
$128M
3
AGNICO EAGLE MINES LTD
$83.4M
COOPER FINANCIAL GROUP
$989M
Top holdings
1
SCHWAB STRATEGIC TR
$78.9M
2
J P MORGAN EXCHANGE TRADED F
$62.5M
3
ISHARES TR
$46.2M
CUTLER INVESTMENT COUNSEL LLC
$971M
Top holdings
1
ISHARES TR
$197M
2
VANGUARD INDEX FDS
$89.2M
3
SPDR SERIES TRUST
$40.1M
CASCADE FINANCIAL PARTNERS, LLC
$970M
Top holdings
1
ELI LILLY & CO
$218M
2
ISHARES TR
$174M
3
APPLE INC
$48.2M
CENTER FOR FINANCIAL PLANNING, INC.
$958M
Top holdings
1
VANGUARD INDEX FDS
$466M
2
ISHARES TR
$179M
3
SPDR INDEX SHS FDS
$73.6M
CAPITAL INVESTMENT SERVICES OF AMERICA, INC.
$958M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$94.2M
2
ALPHABET INC
$59.9M
3
NVIDIA CORPORATION
$58.1M
CVA FAMILY OFFICE, LLC
$950M
Top holdings
1
SCHWAB STRATEGIC TR
$199M
2
DIMENSIONAL ETF TRUST
$113M
3
ISHARES TR
$98M
CONVERGENCE FINANCIAL, LLC
$943M
Top holdings
1
SPDR SERIES TRUST
$439M
2
ISHARES TR
$52.2M
3
J P MORGAN EXCHANGE TRADED F
$29.4M
COMPASS FINANCIAL GROUP, INC
$937M
Top holdings
1
VANGUARD WORLD FD
$260M
2
VANGUARD INDEX FDS
$167M
3
SCHWAB STRATEGIC TR
$150M
COLUMBUS MACRO, LLC
$936M
Top holdings
1
ISHARES TR
$146M
2
SCHWAB STRATEGIC TR
$53M
3
DBX ETF TR
$38.1M
CAHILL FINANCIAL ADVISORS INC
$924M
Top holdings
1
VANGUARD INDEX FDS
$159M
2
ISHARES TR
$141M
3
SCHWAB STRATEGIC TR
$89M
CONSOLIDATED INVESTMENT GROUP LLC
$922M
Top holdings
1
INVESCO QQQ TR
$206M
2
STATE STR SPDR S&P 500 ETF T
$105M
3
ISHARES TR
$84.2M
CLARITY FINANCIAL LLC
$919M
Top holdings
1
ISHARES TR
$211M
2
SELECT SECTOR SPDR TR
$120M
3
ABBVIE INC
$39.7M
CKW FINANCIAL GROUP
$917M
Top holdings
1
ISHARES TR
$680M
2
ISHARES INC
$87.2M
3
GOLDMAN SACHS ETF TR
$41.5M
CALIBER WEALTH MANAGEMENT, LLC KS
$914M
Top holdings
1
ISHARES TR
$335M
2
AMERICAN CENTY ETF TR
$128M
3
VANGUARD INDEX FDS
$60M
CYPRESS CAPITAL GROUP
$889M
Top holdings
1
ISHARES TR
$50.9M
2
APPLE INC
$48.5M
3
ELI LILLY & CO
$43.1M
CAPITAL ADVISORS, LTD. LLC
$880M
Top holdings
1
ISHARES TR
$313M
2
STATE STR SPDR S&P 500 ETF T
$77M
3
VANGUARD INDEX FDS
$67.3M
CABOT WEALTH MANAGEMENT INC
$869M
Top holdings
1
ISHARES TR
$137M
2
SCHWAB STRATEGIC TR
$81.7M
3
APPLE INC
$37.5M
