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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
CERTIOR FINANCIAL GROUP, LLC
$157M
Top holdings
1
SCHWAB STRATEGIC TR
$29.3M
2
SPDR SERIES TRUST
$17.3M
3
ISHARES TR
$11.3M
COLUMBIA ADVISORY PARTNERS LLC
$157M
Top holdings
1
WISDOMTREE TR
$64.3M
2
INNOVATOR ETFS TRUST
$15.2M
3
ISHARES TR
$10.1M
CULTIVAR CAPITAL, INC.
$156M
Top holdings
1
ISHARES TR
$39.3M
2
ETF OPPORTUNITIES TRUST
$37M
3
VANECK ETF TRUST
$19M
CHRISTINE MESSMER PC
$156M
Top holdings
1
VANGUARD BD INDEX FDS
$29.7M
2
SPDR SERIES TRUST
$17.5M
3
VANGUARD INDEX FDS
$12M
COMPASS PLANNING ASSOCIATES INC
$156M
Top holdings
1
VANGUARD BD INDEX FDS
$56.6M
2
VANGUARD INDEX FDS
$34.7M
3
STATE STR SPDR S&P 500 ETF T
$18.8M
CORNERSTONE FINANCIAL GROUP, LLC
$156M
Top holdings
1
ISHARES TR
$31.4M
2
SPDR SERIES TRUST
$19.6M
3
DIMENSIONAL ETF TRUST
$18.2M
CAPSTONE CAPITAL LLC
$155M
Top holdings
1
DIMENSIONAL ETF TRUST
$127M
2
VANGUARD SCOTTSDALE FDS
$12.7M
3
VANGUARD MUN BD FDS
$9.19M
CYBER HORNET ETFS LLC
$155M
Top holdings
1
NVIDIA CORPORATION
$11.7M
2
APPLE INC
$10.4M
3
ALPHABET INC
$8.52M
COLLAR CAPITAL MANAGEMENT, LLC
$155M
Top holdings
1
MICRON TECHNOLOGY INC
$7.33M
2
TESLA INC
$5.55M
3
WESTERN DIGITAL CORP
$5.2M
CEDAR POINT CAPITAL PARTNERS, LLC
$154M
Top holdings
1
DIMENSIONAL ETF TRUST
$30.2M
2
VANGUARD INDEX FDS
$13.8M
3
SCHWAB STRATEGIC TR
$13.4M
CRAVENS & CO ADVISORS, LLC
$154M
Top holdings
1
DIMENSIONAL ETF TRUST
$46.1M
2
VANGUARD SCOTTSDALE FDS
$29.6M
3
DOUBLELINE ETF TRUST
$9.93M
CLIMBER CAPITAL SA
$153M
Top holdings
1
ISHARES TR
$26.7M
2
SPDR SERIES TRUST
$22.7M
3
SPDR GOLD TR
$16.8M
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
$152M
Top holdings
1
ISHARES TR
$17.5M
2
SPDR SERIES TRUST
$11.4M
3
VANGUARD WORLD FD
$6.81M
CASCADE INVESTMENT GROUP, INC.
$152M
Top holdings
1
VANGUARD INDEX FDS
$23.9M
2
SPDR SERIES TRUST
$9.5M
3
FIRST TR EXCHANGE-TRADED FD
$7.22M
CREW CAPITAL MANAGEMENT, LTD.
$151M
Top holdings
1
RBB FD INC
$20.7M
2
SELECT SECTOR SPDR TR
$17.6M
3
INVESCO QQQ TR
$16.9M
COX CAPITAL MGT LLC
$151M
Top holdings
1
ALPHABET INC
$10.5M
2
MICROSOFT CORP
$7.38M
3
AMAZON COM INC
$6.72M
CHARTER RESEARCH & INVESTMENT GROUP, INC.
$150M
Top holdings
1
APPLE INC
$16.6M
2
ALPHABET INC
$15.8M
3
JOHNSON & JOHNSON
$7.39M
CPR INVESTMENTS INC.
$150M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$40M
2
ISHARES TR
$26.8M
3
INVESTMENT MANAGERS SER TR I
$19.5M
COMMUNITY BANK OF RAYMORE
$149M
Top holdings
1
JPMORGAN CHASE & CO
$16.1M
2
CATERPILLAR INC
$11.9M
3
VANGUARD INDEX FDS
$11.6M
CATHY PARETO & ASSOCIATES, INC
$149M
Top holdings
1
SCHWAB STRATEGIC TR
$33M
2
VANGUARD INDEX FDS
$18.3M
3
WISDOMTREE TR
$14.5M
