Trending
Tree map
Stacked
Scatter
Network
Map
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
CANNON FINANCIAL STRATEGISTS, INC.
$761M
Top holdings
1
SPDR SERIES TRUST
$220M
2
AMERICAN CENTY ETF TR
$140M
3
DIMENSIONAL ETF TRUST
$131M
CULLEN INVESTMENT GROUP, LTD.
$758M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$48.6M
2
APPLE INC
$47.7M
3
ALPHABET INC
$37.6M
CORNERSTONE PLANNING GROUP LLC
$749M
Top holdings
1
ISHARES TR
$229M
2
INVESCO EXCH TRADED FD TR II
$81.7M
3
SCHWAB STRATEGIC TR
$76.9M
CONVERSANT CAPITAL LLC
$745M
Top holdings
1
SONIDA SENIOR LIVING INC
$471M
2
INVITATION HOMES INC
$31.1M
3
JANUS LIVING INC
$28.5M
CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
$745M
Top holdings
1
ISHARES TR
$115M
2
J P MORGAN EXCHANGE TRADED F
$95.2M
3
SCHWAB STRATEGIC TR
$60M
CAMDEN NATIONAL BANK
$739M
Top holdings
1
ISHARES TR
$87.8M
2
QUANTA SVCS INC
$21.3M
3
NVIDIA CORPORATION
$20.4M
CANAL CAPITAL MANAGEMENT, LLC
$739M
Top holdings
1
ISHARES TR
$94.3M
2
OLD DOMINION FREIGHT LINE IN
$73.1M
3
APPLE INC
$32.5M
COLONIAL TRUST CO SC
$735M
Top holdings
1
ISHARES TR
$106M
2
APPLE INC
$36.7M
3
ALPHABET INC
$24.2M
CAPITAL INVESTMENT COUNSEL, LLC
$730M
Top holdings
1
ISHARES TR
$99.1M
2
INVESCO EXCH TRD SLF IDX FD
$73.9M
3
FIRST TR EXCHANGE-TRADED FD
$40.2M
CASTELLAN GROUP
$726M
Top holdings
1
EA SERIES TRUST
$622M
2
CLEARWAY ENERGY INC
$5.59M
3
NEXTERA ENERGY INC
$5.02M
CAMBIENT FAMILY OFFICE, LLC
$716M
Top holdings
1
ISHARES TR
$81.3M
2
NVIDIA CORPORATION
$48.3M
3
STATE STR SPDR S&P 500 ETF T
$36.4M
CYPRESS WEALTH SERVICES, LLC
$708M
Top holdings
1
ISHARES TR
$186M
2
BLACKROCK ETF TRUST
$63.4M
3
APPLE INC
$41.8M
CORTLAND ASSOCIATES INC
$697M
Top holdings
1
ALPHABET INC
$66.4M
2
WILLIS TOWERS WATSON PLC LTD
$52.4M
3
BOOKING HOLDINGS INC
$49.9M
CALTON & ASSOCIATES, INC.
$696M
Top holdings
1
SPDR SERIES TRUST
$74.1M
2
ISHARES TR
$72.5M
3
VANGUARD WORLD FD
$43.2M
CONTINENTAL GENERAL INSURANCE CO
$693M
Top holdings
1
SABLE OFFSHORE CORP
$226M
2
DAQO NEW ENERGY CORP
$141M
3
ALPHA METALLURGICAL RESOUR I
$132M
CIM, LLC
$692M
Top holdings
1
ISHARES TR
$74.2M
2
NVIDIA CORPORATION
$40.5M
3
ALPHABET INC
$29.8M
CAPITAL PLANNING ADVISORS, LLC
$692M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$60.2M
2
VANGUARD TAX-MANAGED FDS
$54M
3
ISHARES TR
$51.8M
CREWS BANK & TRUST
$690M
Top holdings
1
SPDR SERIES TRUST
$166M
2
ISHARES TR
$103M
3
VANGUARD INDEX FDS
$44.6M
CHATHAM CAPITAL GROUP, INC.
$689M
Top holdings
1
VANGUARD INDEX FDS
$53.8M
2
ISHARES TR
$53.6M
3
NVIDIA CORPORATION
$29.4M
COVINGTON INVESTMENT ADVISORS INC.
$680M
Top holdings
1
ALPHABET INC
$52.7M
2
ISHARES TR
$44.8M
3
BROADCOM INC
$35.1M
