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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
CORNELL POCHILY INVESTMENT ADVISORS, INC.
$340M
Top holdings
1
ISHARES TR
$70.7M
2
APPLE INC
$25.8M
3
NVIDIA CORPORATION
$17.5M
CORE ALTERNATIVE CAPITAL
$339M
Top holdings
1
ALPHABET INC
$21.5M
2
APPLE INC
$20.5M
3
MICROSOFT CORP
$15.9M
CONCENTRUM WEALTH MANAGEMENT
$339M
Top holdings
1
META PLATFORMS INC
$67M
2
NVIDIA CORPORATION
$52.8M
3
FIRST TR EXCHANGE-TRADED FD
$32.7M
CABOT-WELLINGTON, LLC
$338M
Top holdings
1
VANGUARD INDEX FDS
$251M
2
ISHARES TR
$64.4M
3
ISHARES INC
$22.1M
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
$337M
Top holdings
1
INNOVATOR ETFS TRUST
$16M
2
FIRST TR EXCHNG TRADED FD VI
$13.7M
3
FIRST TR EXCHANGE-TRADED FD
$8.18M
CLARIS ADVISORS, LLC MO
$334M
Top holdings
1
DIMENSIONAL ETF TRUST
$237M
2
EA SERIES TRUST
$31M
3
AMERICAN CENTY ETF TR
$24.8M
CRESTVIEW PARTNERS IV GP, L.P.
$332M
Top holdings
1
PURSUIT ATTRACTIONS AND HOSP
$245M
2
FIDELIS INSURANCE HOLDINGS L
$86.2M
CLIENT 1ST ADVISORY GROUP, LLC
$329M
Top holdings
1
DIMENSIONAL ETF TRUST
$104M
2
ISHARES TR
$86.6M
3
SPDR SERIES TRUST
$46.5M
CJM WEALTH ADVISERS, LTD.
$328M
Top holdings
1
VANGUARD INDEX FDS
$125M
2
ISHARES TR
$71.4M
3
INVESCO QQQ TR
$51M
CORE WEALTH MANAGEMENT, INC.
$326M
Top holdings
1
DIMENSIONAL ETF TRUST
$310M
2
ISHARES TR
$3.54M
3
NEXTERA ENERGY INC
$3.01M
CEETO CAPITAL GROUP, LLC
$326M
Top holdings
1
APPLE INC
$70.7M
2
NVIDIA CORPORATION
$16.6M
3
POPULAR INC
$10.8M
CONGRESS PARK CAPITAL LLC
$326M
Top holdings
1
ISHARES TR
$46.7M
2
NUVEEN FLOATING RATE INCOME
$23.5M
3
ALPHABET INC
$18.6M
CHESAPEAKE WEALTH MANAGEMENT
$326M
Top holdings
1
ISHARES TR
$71.1M
2
SCHWAB STRATEGIC TR
$37.4M
3
SELECT SECTOR SPDR TR
$30.8M
CHERRYDALE WEALTH MANAGEMENT, LLC
$324M
Top holdings
1
VANGUARD INDEX FDS
$97.4M
2
DIMENSIONAL ETF TRUST
$78.4M
3
ISHARES TR
$44.1M
COMMONWEALTH RETIREMENT INVESTMENTS LLC
$323M
Top holdings
1
ISHARES TR
$29.5M
2
BROADCOM INC
$19.7M
3
EXXON MOBIL CORP
$13.3M
CARLSON CAPITAL, L.P.
$318M
Top holdings
1
SWK HLDGS CORP
$144M
2
ISHARES TR
$58.1M
3
PINNACLE FINL PARTNERS INC
$5.18M
CRESTMONT PRIVATE WEALTH LLC
$317M
Top holdings
1
ISHARES TR
$79.7M
2
VANGUARD INDEX FDS
$63.9M
3
PIMCO ETF TR
$59.4M
CISCO SYSTEMS, INC.
$317M
Top holdings
1
ISHARES TR
$235M
2
COREWEAVE INC
$82.4M
C PARTNERS HOLDING GMBH
$317M
Top holdings
1
TAPESTRY INC
$59.4M
2
MICROSOFT CORP
$57.5M
3
S&P GLOBAL INC
$53.6M
CALIFORNIA FIRST LEASING CORP
$312M
Top holdings
1
APPLIED MATLS INC
$30.2M
2
ALPHABET INC
$28.7M
3
MICRON TECHNOLOGY INC
$27.7M
