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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
CLEARSTEAD TRUST, LLC
$613M
Top holdings
1
ISHARES TR
$96.6M
2
INVESCO QQQ TR
$87.7M
3
PROSHARES TR
$44.8M
CONVERGENCE INVESTMENT PARTNERS, LLC
$611M
Top holdings
1
ALPHABET INC
$23.1M
2
NVIDIA CORPORATION
$19M
3
BROADCOM INC
$13.4M
CITIZENS BUSINESS BANK
$610M
Top holdings
1
ISHARES TR
$93.6M
2
VANGUARD TAX-MANAGED FDS
$58.3M
3
NVIDIA CORPORATION
$31.2M
CAPRICORN INVESTMENT GROUP LLC
$602M
Top holdings
1
JOBY AVIATION INC
$245M
2
PLANET LABS PBC
$125M
3
QUANTUMSCAPE CORP
$78.7M
CLEAR TRAIL ADVISORS, LLC
$601M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$43.3M
2
J P MORGAN EXCHANGE TRADED F
$43.1M
3
EXXON MOBIL CORP
$40.1M
CITIZENS NATIONAL BANK TRUST DEPARTMENT
$601M
Top holdings
1
APPLE INC
$38.8M
2
ISHARES TR
$33.4M
3
ALPHABET INC
$28.9M
CLIFFORD CAPITAL PARTNERS LLC
$600M
Top holdings
1
SCHEIN HENRY INC
$27.8M
2
KEURIG DR PEPPER INC
$27.2M
3
UNITED PARCEL SVCS INC
$26.1M
CONCORD ASSET MANAGEMENT, LLC
$592M
Top holdings
1
SPDR SERIES TRUST
$125M
2
SPDR INDEX SHS FDS
$45.5M
3
AMERICAN CENTY ETF TR
$35.6M
CATALYST FUNDS MANAGEMENT PTY LTD
$591M
Top holdings
1
APPLE INC
$18M
2
RIO TINTO PLC
$16.4M
3
ARM HOLDINGS PLC
$13.6M
CANVAS WEALTH ADVISORS, LLC
$588M
Top holdings
1
ISHARES TR
$91.9M
2
CUSTOM TRUCK ONE SOURCE INC
$46.1M
3
ALPHABET INC
$36.9M
CAPITAL MANAGEMENT CORP
$585M
Top holdings
1
INTERDIGITAL INC
$34.1M
2
PITNEY BOWES INC
$29.7M
3
GRAY MEDIA INC
$26.9M
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.
$585M
Top holdings
1
META PLATFORMS INC
$35M
2
NVIDIA CORPORATION
$28.7M
3
BROADCOM INC
$27.3M
CMH WEALTH MANAGEMENT LLC
$583M
Top holdings
1
SELECT SECTOR SPDR TR
$40.8M
2
VANGUARD WORLD FD
$40.4M
3
ISHARES TR
$37.2M
CHEMISTRY WEALTH MANAGEMENT LLC
$569M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$64.1M
2
BERKSHIRE HATHAWAY INC DEL
$54.4M
3
PROFESIONALLY MANAGED PORTFO
$47.1M
COMMUNITY FINANCIAL SERVICES GROUP, LLC
$568M
Top holdings
1
ISHARES TR
$74.2M
2
EXXON MOBIL CORP
$28.2M
3
MICROSOFT CORP
$27M
CURRAN FINANCIAL PARTNERS, LLC
$559M
Top holdings
1
SPDR SERIES TRUST
$66.6M
2
VANGUARD INDEX FDS
$60.4M
3
TIDAL TRUST I
$55.4M
CANDER ASSET MANAGEMENT LP
$557M
Top holdings
1
VISA INC
$35.7M
2
CAPITAL ONE FINL CORP
$35.3M
3
LPL FINL HLDGS INC
$28.7M
CHILDRESS CAPITAL ADVISORS, LLC
$555M
Top holdings
1
FIDELITY COVINGTON TRUST
$40.2M
2
EXXON MOBIL CORP
$35.9M
3
STATE STR SPDR S&P 500 ETF T
$30.7M
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
$554M
Top holdings
1
DIMENSIONAL ETF TRUST
$182M
2
VANGUARD INDEX FDS
$139M
3
ISHARES TR
$111M
CROSSINGBRIDGE ADVISORS, LLC
$553M
Top holdings
1
ZIFF DAVIS INC
$32.4M
2
MERCER PARK OPPORTUNITIES CO
$22.3M
3
BRAEMAR HOTELS & RESORTS INC
$18.8M
