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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
CLARK WEALTH PARTNERS
$149M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$29.9M
2
INVESCO EXCHANGE TRADED FD T
$22M
3
SCHWAB STRATEGIC TR
$19M
COGENTBLUE WEALTH ADVISORS, LLC
$149M
Top holdings
1
DIMENSIONAL ETF TRUST
$40.7M
2
AMERICAN CENTY ETF TR
$27.7M
3
ISHARES TR
$20M
CLARK & STUART, INC
$148M
Top holdings
1
MERCK & CO INC
$12.5M
2
NEW YORK TIMES CO MTN BE
$11.6M
3
JOHNSON & JOHNSON
$10.8M
COREPATH WEALTH PARTNERS LLC
$148M
Top holdings
1
ISHARES TR
$124M
2
SPDR GOLD TR
$10.9M
3
INVESCO QQQ TR
$5.41M
CANNON WEALTH MANAGEMENT SERVICES, LLC
$148M
Top holdings
1
SPDR SERIES TRUST
$38.5M
2
J P MORGAN EXCHANGE TRADED F
$13M
3
ISHARES TR
$9.34M
CAMPION ASSET MANAGEMENT
$147M
Top holdings
1
ISHARES TR
$68.1M
2
LOCKHEED MARTIN CORP
$10.5M
3
VANGUARD TAX-MANAGED FDS
$9.98M
CLEARWAVE CAPITAL, LLC
$146M
Top holdings
1
FIDELITY COVINGTON TRUST
$21.5M
2
ISHARES TR
$15.1M
3
PGIM ETF TR
$7.72M
COPIA WEALTH MANAGEMENT
$146M
Top holdings
1
ISHARES TR
$25.8M
2
SPDR SERIES TRUST
$11.8M
3
SERIES PORTFOLIOS TR
$10.8M
CRESTWOOD CAPITAL MANAGEMENT, L.P.
$146M
Top holdings
1
VIKING HOLDINGS LTD
$22.9M
2
ICICI BANK LIMITED
$18.4M
3
DUTCH BROS INC
$16M
CONSTANT GUIDANCE FINANCIAL LLC
$145M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$32.3M
2
STATE STR SPDR S&P 500 ETF T
$28.9M
3
SPDR SERIES TRUST
$27.1M
COMPREHENSIVE FINANCIAL PLANNING, INC.
$144M
Top holdings
1
ISHARES TR
$16.2M
2
JANUS DETROIT STR TR
$9.89M
3
J P MORGAN EXCHANGE TRADED F
$9.17M
COVESTOR LTD
$144M
Top holdings
1
VANGUARD INDEX FDS
$4.54M
2
ISHARES TR
$3.35M
3
VANGUARD TAX-MANAGED FDS
$3.31M
CAPSTONE WEALTH MANAGEMENT, LLC
$143M
Top holdings
1
DIMENSIONAL ETF TRUST
$92.2M
2
EA SERIES TRUST
$18.2M
3
AMERICAN CENTY ETF TR
$9.6M
COOPER CAPITAL ADVISORS LLC
$143M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$17.3M
2
AMERICAN CENTY ETF TR
$14.7M
3
VANGUARD INDEX FDS
$14.3M
CHATTERTON & ASSOCIATES INC.
$143M
Top holdings
1
ISHARES TR
$50.9M
2
BLACKROCK ETF TRUST
$14.8M
3
SPDR SERIES TRUST
$10.9M
COTTONWOOD CAPITAL ADVISORS, LLC
$142M
Top holdings
1
ISHARES TR
$57.1M
2
FIRST TR EXCHANGE-TRADED FD
$16.2M
3
FIRST TR EXCHANGE TRADED FD
$13.2M
CLEARVIEW WEALTH MANAGEMENT LLC
$141M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$44M
2
ISHARES TR
$22.5M
3
JANUS DETROIT STR TR
$17.4M
CHANCELLOR FINANCIAL GROUP WB LP
$141M
Top holdings
1
APPLE INC
$19.6M
2
ISHARES TR
$11.7M
3
MICROSOFT CORP
$10.7M
CRCM LP
$141M
Top holdings
1
ISHARES GOLD TR
$111M
2
ALT5 SIGMA CORP
$14M
3
PLAYBOY INC
$6.61M
CFC PLANNING CO LLC
$140M
Top holdings
1
APPLE INC
$13M
2
SELECT SECTOR SPDR TR
$11.1M
3
CISCO SYS INC
$8.54M
