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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 FINANCIAL GROUP INC
$182M
Top holdings
1
ISHARES TR
$28M
2
GOLDMAN SACHS ETF TR
$25.7M
3
SPDR SERIES TRUST
$21.8M
CLADIS INVESTMENT ADVISORY, LLC
$182M
Top holdings
1
APPLE INC
$13.6M
2
SELECT SECTOR SPDR TR
$11.5M
3
NVIDIA CORPORATION
$8.37M
COASTWISE CAPITAL GROUP, LLC
$180M
Top holdings
1
SCHWAB VALUE ADVANTAGE
$31.4M
2
SCHWAB STRATEGIC TR
$24.4M
3
APPLE INC
$7.93M
CONSCIOUS WEALTH INVESTMENTS, LLC
$180M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.4M
2
ISHARES TR
$6.92M
3
HOME DEPOT INC
$6.73M
COBALT CAPITAL MANAGEMENT, INC.
$179M
Top holdings
1
NORFOLK SOUTHN CORP
$33M
2
SPDR GOLD TR
$21.5M
3
AIR LEASE CORP
$19.4M
COUNTERWEIGHT VENTURES, LLC
$178M
Top holdings
1
ISHARES TR
$52.2M
2
NVIDIA CORPORATION
$7.16M
3
APPLE INC
$7.09M
CLAY NORTHAM WEALTH MANAGEMENT, LLC
$178M
Top holdings
1
SCHWAB STRATEGIC TR
$35.6M
2
PACER FDS TR
$23.1M
3
APPLE INC
$13.1M
CROMWELL HOLDINGS LLC
$178M
Top holdings
1
NVIDIA CORPORATION
$11.9M
2
APPLE INC
$9.96M
3
ALPHABET INC
$8.6M
CORNERSTONE WEALTH, LLC
$178M
Top holdings
1
INNOVATOR ETFS TRUST
$80.8M
2
CALAMOS ETF TR
$24M
3
FIDELITY COVINGTON TRUST
$14.9M
CAP PARTNERS, LLC
$177M
Top holdings
1
SCHWAB STRATEGIC TR
$24.1M
2
AMERICAN CENTY ETF TR
$16.5M
3
INVESCO EXCH TRADED FD TR II
$14.1M
CETERA TRUST COMPANY, N.A
$177M
Top holdings
1
APPLE INC
$10.1M
2
LAM RESEARCH CORP
$7.85M
3
ALPHABET INC
$7.18M
CORNERSTONE WEALTH PARTNERS, LLC
$176M
Top holdings
1
AMERICAN CENTY ETF TR
$135M
2
DIMENSIONAL ETF TRUST
$31.2M
3
ISHARES TR
$9.52M
CONVERIUM CAPITAL INC.
$175M
Top holdings
1
PG&E CORP
$25.9M
2
DAUCH CORP
$22.4M
3
KOSMOS ENERGY LTD
$22.3M
CNO FINANCIAL GROUP, INC.
$174M
Top holdings
1
SPDR SERIES TRUST
$76.2M
2
INVESCO EXCH TRADED FD TR II
$35.6M
3
SSGA ACTIVE ETF TR
$34.6M
COUNCILMARK ASSET MANAGEMENT, LLC
$174M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$17.9M
2
APPLE INC
$16.6M
3
ALPHABET INC
$15.4M
COORDINATED FINANCIAL SERVICES, INC.
$174M
Top holdings
1
ISHARES TR
$51M
2
VANGUARD INDEX FDS
$13.9M
3
J P MORGAN EXCHANGE TRADED F
$9.79M
CAPITAL TODAY EVERGREEN FUND, L.P.
$173M
Top holdings
1
PDD HOLDINGS INC
$142M
2
DINGDONG CAYMAN LTD
$30.5M
3
KANZHUN LIMITED
$961k
CIOVACCO CAPITAL MANAGEMENT LLC
$172M
Top holdings
1
VANGUARD INDEX FDS
$73.8M
2
SPDR SERIES TRUST
$23.9M
3
STATE STR SPDR S&P 500 ETF T
$18.7M
CHANNING GLOBAL ADVISORS, LLC
$171M
Top holdings
1
ASTRAZENECA PLC
$32.5M
2
UBS GROUP AG
$26.2M
3
TAIWAN SEMICONDUCTOR MANUFAC
$15.8M
CYR FINANCIAL INC.
$170M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$18M
2
ISHARES TR
$17.9M
3
PACER FDS TR
$15.9M
