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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
CLAYTON FINANCIAL GROUP LLC
$195M
Top holdings
1
VANGUARD INDEX FDS
$104M
2
ISHARES TR
$29.4M
3
SOUTHERN MO BANCORP INC
$17.9M
CASSIA CAPITAL PARTNERS, LLC
$194M
Top holdings
1
ISHARES TR
$45.7M
2
J P MORGAN EXCHANGE TRADED F
$20.4M
3
SPDR GOLD TR
$19.3M
CASSADY WEALTH & RETIREMENT PLANNING, LLC
$193M
Top holdings
1
INNOVATOR ETFS TRUST
$51.8M
2
ISHARES TR
$20.6M
3
SCHWAB STRATEGIC TR
$13.4M
CARSON ADVISORY INC.
$193M
Top holdings
1
T ROWE PRICE ETF INC
$11.7M
2
HOME DEPOT INC
$10M
3
CAPITAL GROUP CONSERVATIVE E
$8.72M
CLIENT FIRST INVESTMENT MANAGEMENT LLC
$192M
Top holdings
1
SERIES PORTFOLIOS TR
$100M
2
EA SERIES TRUST
$47.3M
3
PROSHARES TR
$20.8M
C V STARR & CO INC
$192M
Top holdings
1
SPDR GOLD TR
$108M
2
ISHARES TR
$56.6M
3
VANGUARD ADMIRAL FDS INC
$26M
CORRADO ADVISORS, LLC
$192M
Top holdings
1
INNOVATOR ETFS TRUST
$84.8M
2
ISHARES TR
$13.5M
3
SELECT SECTOR SPDR TR
$9.3M
CINCINNATI CASUALTY CO
$191M
Top holdings
1
MICROSOFT CORP
$29.6M
2
CUMMINS INC
$24.7M
3
DOVER CORP
$18.8M
COIGN CAPITAL ADVISORS LLC
$190M
Top holdings
1
ISHARES TR
$45.5M
2
MORGAN STANLEY ETF TRUST
$22.3M
3
JOHN HANCOCK EXCHANGE TRADED
$13.5M
CAMARDA FINANCIAL ADVISORS, LLC
$190M
Top holdings
1
ISHARES TR
$28M
2
ALPHABET INC
$6.54M
3
LAM RESEARCH CORP
$6.29M
CLEARFIELD CAPITAL MANAGEMENT LP
$188M
Top holdings
1
EVERUS CONSTR GROUP
$23.3M
2
US FOODS HLDG CORP
$21.4M
3
VERTIV HOLDINGS CO
$20.9M
CHOKSHI & QUEEN WEALTH ADVISORS, INC
$187M
Top holdings
1
ISHARES TR
$51.5M
2
INVESCO QQQ TR
$36M
3
APPLE INC
$23.6M
CARROLL INVESTORS, INC
$187M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$34.8M
2
NVIDIA CORPORATION
$24.4M
3
TESLA INC
$22.3M
CAPASSO PLANNING PARTNERS LLC
$185M
Top holdings
1
SPDR SERIES TRUST
$38.4M
2
STATE STR SPDR S&P 500 ETF T
$34.1M
3
FIRST TR EXCHNG TRADED FD VI
$24.3M
CATALYST PRIVATE WEALTH, LLC
$185M
Top holdings
1
ISHARES TR
$74.1M
2
SSGA ACTIVE TR
$16.5M
3
VANGUARD INDEX FDS
$13.2M
CLARK FINANCIAL SERVICES GROUP INC
$185M
Top holdings
1
VANGUARD INDEX FDS
$52.6M
2
STATE STR SPDR S&P 500 ETF T
$19.3M
3
ISHARES TR
$18.2M
CYPRESS CAPITAL ADVISORS, LLC
$184M
Top holdings
1
VANGUARD INDEX FDS
$36.8M
2
ISHARES TR
$30.2M
3
ETFS GOLD TR
$14.6M
CASTLEKEEP INVESTMENT ADVISORS LLC
$184M
Top holdings
1
SPDR SERIES TRUST
$24.8M
2
BERKSHIRE HATHAWAY INC DEL
$19.7M
3
VANGUARD INTL EQUITY INDEX F
$15.4M
CLARIS FINANCIAL LLC
$183M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$25.3M
2
VANGUARD INDEX FDS
$21.6M
3
ISHARES TR
$12M
COSNER FINANCIAL GROUP, LLC
$182M
Top holdings
1
ISHARES TR
$170M
2
CHEVRON CORPORATION
$4.34M
3
VANGUARD INDEX FDS
$1.38M
