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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
CAPITAL WEALTH MANAGEMENT, LLC
$370M
Top holdings
1
VANGUARD INDEX FDS
$92.1M
2
ISHARES TR
$54M
3
SPDR INDEX SHS FDS
$50.3M
CCG WEALTH MANAGEMENT, LLC
$369M
Top holdings
1
SPDR SERIES TRUST
$84.8M
2
ISHARES TR
$61.7M
3
INVESCO QQQ TR
$27.9M
CAPCO ASSET MANAGEMENT, LLC
$367M
Top holdings
1
MARRIOTT INTL INC NEW
$57.3M
2
ROPER TECHNOLOGIES INC
$53.2M
3
MARKEL GROUP INC
$49.5M
CENTRAL VALLEY ADVISORS, LLC
$366M
Top holdings
1
INNOVATOR ETFS TRUST
$77.7M
2
INVESCO EXCH TRD SLF IDX FD
$74.6M
3
VANGUARD INDEX FDS
$27.7M
CV ADVISORS LLC
$366M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$189M
2
ALPHABET INC
$26.5M
3
APPLE INC
$21.2M
CONTINENTAL GRAIN CO
$366M
Top holdings
1
INTERNATIONAL FLAVORS&FRAGRA
$176M
2
LAMB WESTON HLDGS INC
$111M
3
RESTAURANT BRANDS INTL INC
$41.3M
CYPRESS FINANCIAL PLANNING LLC
$363M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$109M
2
ISHARES TR
$72.1M
3
VANGUARD INDEX FDS
$45.5M
CORDOBA ADVISORY PARTNERS LLC
$362M
Top holdings
1
ISHARES TR
$99.9M
2
STATE STR SPDR S&P 500 ETF T
$47.7M
3
VANGUARD INDEX FDS
$45.2M
CONTRARIAN CAPITAL MANAGEMENT, L.L.C.
$357M
Top holdings
1
REPUBLIC AWYS HLDGS INC
$71.5M
2
GERDAU SA
$68.8M
3
FUTU HLDGS LTD
$41.4M
CLEAN YIELD GROUP
$355M
Top holdings
1
APPLE INC
$25.8M
2
NVIDIA CORPORATION
$15.9M
3
BROADCOM INC
$12.2M
COURAGE MILLER PARTNERS, LLC
$354M
Top holdings
1
SCHWAB STRATEGIC TR
$177M
2
ISHARES TR
$78.2M
3
VANGUARD BD INDEX FDS
$23.9M
CYPRESS CAPITAL, LLC
$351M
Top holdings
1
ISHARES TR
$64.2M
2
VANGUARD INDEX FDS
$52.1M
3
VANGUARD INSTL INDEX FD
$35.1M
COLTON GROOME FINANCIAL ADVISORS, LLC
$351M
Top holdings
1
ISHARES TR
$188M
2
SELECT SECTOR SPDR TR
$37M
3
SPDR SERIES TRUST
$17.6M
CARMEL CAPITAL MANAGEMENT L.L.C.
$349M
Top holdings
1
BROADCOM INC
$43.8M
2
VISTRA CORP
$38.3M
3
APPLIED MATLS INC
$30.4M
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
$348M
Top holdings
1
DIMENSIONAL ETF TRUST
$244M
2
AMERICAN CENTY ETF TR
$35.3M
3
PIMCO ETF TR
$24.4M
CGC FINANCIAL SERVICES, LLC
$346M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$122M
2
ISHARES TR
$87.3M
3
SCHWAB STRATEGIC TR
$50.1M
CEDAR WEALTH MANAGEMENT, LLC
$344M
Top holdings
1
VANGUARD INDEX FDS
$73.8M
2
INVESCO EXCHANGE TRADED FD T
$53.3M
3
SCHWAB STRATEGIC TR
$44.1M
CONSILIO WEALTH ADVISORS, LLC
$342M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD TAX-MANAGED FDS
$31M
3
MICROSOFT CORP
$24.8M
CRESTVIEW PARTNERS II GP, L.P.
$341M
Top holdings
1
VICTORY CAP HLDGS INC DEL
$268M
2
SELECT WATER SOLUTIONS INC
$59.7M
3
CAMPING WORLD HLDGS INC
$13.1M
CROWN WEALTH GROUP, LLC
$340M
Top holdings
1
DIMENSIONAL ETF TRUST
$57.1M
2
ISHARES TR
$47M
3
INNOVATOR ETFS TRUST
$45.6M
