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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
COLONY FAMILY OFFICES, LLC
$406M
Top holdings
1
DIMENSIONAL ETF TRUST
$118M
2
ISHARES TR
$111M
3
VANGUARD INTL EQUITY INDEX F
$30.5M
CARDEROCK CAPITAL MANAGEMENT INC
$405M
Top holdings
1
LAM RESEARCH CORP
$20.5M
2
ALPHABET INC
$16.6M
3
AMPHENOL CORP
$14.3M
COMPASS WEALTH MANAGEMENT LLC
$405M
Top holdings
1
BROADCOM INC
$25.5M
2
ALPHABET INC
$24.2M
3
INVESCO EXCHANGE TRADED FD T
$22.4M
COFG ADVISORS, LLC
$404M
Top holdings
1
INNOVATOR ETFS TRUST
$136M
2
ISHARES TR
$48.5M
3
DBX ETF TR
$29.9M
CLG LLC
$403M
Top holdings
1
ISHARES TR
$73M
2
WISDOMTREE TR
$38.5M
3
DIMENSIONAL ETF TRUST
$32.4M
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
$401M
Top holdings
1
ISHARES TR
$56.5M
2
INVESCO EXCHANGE TRADED FD T
$36.9M
3
SELECT SECTOR SPDR TR
$24.6M
CITIZENS & NORTHERN CORP
$401M
Top holdings
1
ISHARES TR
$66.5M
2
VANGUARD SCOTTSDALE FDS
$42.2M
3
FIDELITY COVINGTON TRUST
$30.1M
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
$392M
Top holdings
1
ISHARES TR
$43.9M
2
J P MORGAN EXCHANGE TRADED F
$25.5M
3
SPDR SERIES TRUST
$20.5M
CWS FINANCIAL ADVISORS, LLC
$390M
Top holdings
1
STRYKER CORPORATION
$79.9M
2
VANGUARD INDEX FDS
$68.2M
3
DIMENSIONAL ETF TRUST
$39.9M
CADENT CAPITAL ADVISORS, LLC
$386M
Top holdings
1
ISHARES TR
$95.9M
2
INVESCO EXCH TRADED FD TR II
$22.4M
3
SELECT SECTOR SPDR TR
$18.1M
CITY STATE BANK
$385M
Top holdings
1
DIMENSIONAL ETF TRUST
$70.6M
2
ISHARES TR
$35.1M
3
VANGUARD BD INDEX FDS
$34.1M
CERRO PACIFIC WEALTH ADVISORS LLC
$381M
Top holdings
1
ISHARES TR
$46.7M
2
INVESCO QQQ TR
$28.3M
3
VANGUARD ADMIRAL FDS INC
$18.5M
CHASE INVESTMENT COUNSEL CORP
$381M
Top holdings
1
ALPHABET INC
$18M
2
NVIDIA CORPORATION
$15.9M
3
VERTIV HOLDINGS CO
$13.5M
CARDINAL STRATEGIC WEALTH GUIDANCE
$379M
Top holdings
1
ISHARES TR
$264M
2
ISHARES INC
$26.7M
3
SPDR SERIES TRUST
$19.1M
CARR FINANCIAL GROUP CORP
$379M
Top holdings
1
ISHARES TR
$90.1M
2
VANGUARD BD INDEX FDS
$34.9M
3
ISHARES INC
$27.4M
CLIFFWATER LLC
$377M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$112M
2
VANGUARD INDEX FDS
$109M
3
BLUE OWL TECHNOLOGY FIN CORP
$73.2M
CIM INVESTMENT MANAGEMENT INC
$375M
Top holdings
1
ISHARES TR
$125M
2
NVIDIA CORPORATION
$18.5M
3
ALPHABET INC
$13.9M
COMPASS ADVISORY GROUP LLC
$374M
Top holdings
1
INNOVATOR ETFS TRUST
$117M
2
SCHWAB STRATEGIC TR
$73.1M
3
VANGUARD INDEX FDS
$36.8M
COWA, LLC
$371M
Top holdings
1
ISHARES TR
$124M
2
DIMENSIONAL ETF TRUST
$34.5M
3
AMERICAN CENTY ETF TR
$32.4M
CUTLER CAPITAL MANAGEMENT, LLC
$370M
Top holdings
1
AGNICO EAGLE MINES LTD
$24.1M
2
METLIFE INC
$12.4M
3
CTO RLTY GROWTH INC NEW
$12.2M
