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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
COPPELL ADVISORY SOLUTIONS LLC
$170M
Top holdings
1
EA SERIES TRUST
$88.8M
2
APPLE INC
$15.4M
3
ALPHABET INC
$12.1M
CASCADE INVESTMENT ADVISORS, INC.
$169M
Top holdings
1
VANGUARD INDEX FDS
$4.72M
2
APPLE INC
$4.41M
3
MICROSOFT CORP
$3.77M
CRYSTAL ROCK CAPITAL MANAGEMENT
$168M
Top holdings
1
ALPHABET INC
$26.4M
2
META PLATFORMS INC
$16.4M
3
VERTIV HOLDINGS CO
$16.3M
CODE WAECHTER LLC
$168M
Top holdings
1
SCHWAB STRATEGIC TR
$36.3M
2
ISHARES TR
$18.3M
3
VANGUARD ADMIRAL FDS INC
$14.6M
CATALINA CAPITAL GROUP, LLC
$168M
Top holdings
1
WISDOMTREE TR
$22.6M
2
ISHARES TR
$21.8M
3
INNOVATOR ETFS TRUST
$11M
CITY NATIONAL BANK OF FLORIDA
$168M
Top holdings
1
ISHARES TR
$78.1M
2
SSGA ACTIVE ETF TR
$6M
3
NVIDIA CORPORATION
$5.12M
CAITLIN JOHN, LLC
$167M
Top holdings
1
SPDR SERIES TRUST
$52.8M
2
VANGUARD INDEX FDS
$10.9M
3
ISHARES TR
$9.34M
COPLEY FINANCIAL GROUP, INC.
$166M
Top holdings
1
PACER FDS TR
$36.9M
2
VANECK ETF TRUST
$19.6M
3
NORTHERN LTS FD TR IV
$18.4M
CHARTER OAK ADVISORS LP
$165M
Top holdings
1
TALEN ENERGY CORP
$35.1M
2
MODINE MFG CO
$28.1M
3
SONOCO PRODS CO
$23.7M
CLUTTERBUCK CAPITAL MANAGEMENT LLC
$164M
Top holdings
1
NEXTNAV INC
$151M
2
OMEROS CORP
$12.1M
3
SERITAGE GROWTH PPTYS
$1.55M
CHICO WEALTH RIA
$164M
Top holdings
1
DIMENSIONAL ETF TRUST
$138M
2
KLA CORP
$4.47M
3
TRICO BANCSHARES
$2.08M
CANNELL CAPITAL LLC
$163M
Top holdings
1
NORTH AMERN CONSTR GROUP LTD
$13M
2
SNDL INC
$11.6M
3
ATEGRITY SPECIALTY IN CO HO
$9.62M
COLLABORATIVE FUND ADVISORS, LLC
$162M
Top holdings
1
ISHARES TR
$11.4M
2
NVIDIA CORPORATION
$4.91M
3
ALPHABET INC
$4.71M
CARTER FINANCIAL GROUP, INC.
$162M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$20M
2
AMPLIFY ETF TR
$14.8M
3
INVESCO EXCH TRADED FD TR II
$11.1M
COASTLINE COMPLETE WEALTH LLC
$161M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$34.4M
2
ISHARES TR
$25.2M
3
VANGUARD SPECIALIZED FUNDS
$21.7M
CBM FINANCIAL, LLC
$160M
Top holdings
1
ISHARES TR
$87.9M
2
SPDR SERIES TRUST
$61.1M
3
VANGUARD SCOTTSDALE FDS
$4.48M
CORNERSTONE SELECT ADVISORS, LLC
$160M
Top holdings
1
BROADCOM INC
$8.85M
2
NVIDIA CORPORATION
$7.32M
3
LAM RESEARCH CORP
$5.01M
CHRISTIAN INVESTMENT ADVISORS, INC.
$158M
Top holdings
1
TIMOTHY PLAN
$58M
2
NORTHERN LTS FD TR IV
$39.2M
3
PIMCO ETF TR
$32.8M
CORSICANA & CO.
$158M
Top holdings
1
ISHARES TR
$26.3M
2
SELECT SECTOR SPDR TR
$10.4M
3
STATE STR SPDR S&P MIDCAP 40
$10.2M
CDC FINANCIAL, INC.
$157M
Top holdings
1
AMPLIFY ENERGY CORP NEW
$16.1M
2
CENTURY ALUM CO
$14.5M
3
INHIBRX BIOSCIENCES INC
$12.5M
