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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
CALDWELL INVESTMENT MANAGEMENT LTD.
$255M
Top holdings
1
MORGAN STANLEY
$39.6M
2
CBOE GLOBAL MKTS INC
$33.4M
3
MIAMI INTL HLDGS INC
$24.9M
CHOICE WEALTH ADVISORS, LLC
$255M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$72.2M
2
SPDR SERIES TRUST
$53.8M
3
WISDOMTREE TR
$46.1M
CENTURYLINK INVESTMENT MANAGEMENT CO
$252M
Top holdings
1
ISHARES TR
$225M
2
BLACKROCK ETF TRUST II
$26.5M
CARNEGIE LAKE ADVISORS LLC
$252M
Top holdings
1
APPLE INC
$12.2M
2
BERKSHIRE HATHAWAY INC DEL
$11.6M
3
ALPHABET INC
$11.4M
CHICAGO WEALTH MANAGEMENT, INC.
$251M
Top holdings
1
ISHARES TR
$82.2M
2
VANGUARD INTL EQUITY INDEX F
$22.7M
3
VANECK ETF TRUST
$22.3M
CAPITAL IMPACT ADVISORS, LLC
$247M
Top holdings
1
NVIDIA CORPORATION
$19.4M
2
META PLATFORMS INC
$16M
3
UBIQUITI INC
$13.4M
CORDANT, INC.
$246M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$57.3M
2
VANGUARD INDEX FDS
$43M
3
DIMENSIONAL ETF TRUST
$42.1M
CALDWELL SUTTER CAPITAL, INC.
$246M
Top holdings
1
ISHARES TR
$14.7M
2
APPLE INC
$11.8M
3
PERMA-PIPE INTL HLDGS INC
$6.98M
COOPER INVESTORS PTY LTD
$245M
Top holdings
1
NEWS CORP NEW
$43.7M
2
LIBERTY MEDIA CORP DEL
$19.6M
3
SHENANDOAH TELECOMMUNICATION
$14.5M
CRESTA ADVISORS, LTD.
$244M
Top holdings
1
VANGUARD INDEX FDS
$45.7M
2
STATE STR SPDR S&P 500 ETF T
$34.6M
3
ISHARES TR
$31.8M
CREEKSIDE PARTNERS
$243M
Top holdings
1
SCHWAB STRATEGIC TR
$51.4M
2
VANGUARD INDEX FDS
$36.2M
3
ISHARES TR
$21.8M
CONTINUUM WEALTH ADVISORS, LLC
$241M
Top holdings
1
EA SERIES TRUST
$54M
2
ISHARES TR
$36.6M
3
AMERICAN CENTY ETF TR
$29.1M
CAROLINA WEALTH ADVISORS, LLC
$240M
Top holdings
1
SCHWAB STRATEGIC TR
$38.2M
2
BNY MELLON ETF TRUST
$26.8M
3
SPDR SERIES TRUST
$9.69M
CADENCE WEALTH MANAGEMENT LLC
$240M
Top holdings
1
ISHARES TR
$60.4M
2
SPDR SERIES TRUST
$37.6M
3
VANGUARD WORLD FD
$24.9M
CASCADES CAPITAL ASSET MANAGEMENT, LLC
$239M
Top holdings
1
VANGUARD INDEX FDS
$46.6M
2
VANGUARD SPECIALIZED FUNDS
$27.6M
3
VANGUARD ADMIRAL FDS INC
$13.4M
CNB BANK
$238M
Top holdings
1
NVIDIA CORPORATION
$15.4M
2
APPLE INC
$13.5M
3
ALPHABET INC
$13M
CAUSEY WEALTH LLC
$236M
Top holdings
1
ISHARES TR
$59.7M
2
VANGUARD SCOTTSDALE FDS
$28.7M
3
VANGUARD INDEX FDS
$27.5M
CNA FINANCIAL CORP
$235M
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$31.2M
2
META PLATFORMS INC
$23.2M
3
AMAZON COM INC
$22.9M
CLARUS WEALTH ADVISORS
$235M
Top holdings
1
SELECT SECTOR SPDR TR
$32.4M
2
ISHARES TR
$31.1M
3
SPDR SERIES TRUST
$26.9M
COMPASS WEALTH MANAGEMENT, LLC
$234M
Top holdings
1
SELECT SECTOR SPDR TR
$61M
2
ISHARES TR
$57.2M
3
INVESCO EXCHANGE TRADED FD T
$17.5M
