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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
CANDELO CAPITAL MANAGEMENT LP
$121M
Top holdings
1
VANECK ETF TRUST
$7.67M
2
KODIAK GAS SVCS INC
$7.44M
3
CENTURI HOLDINGS INC
$6.88M
CHICAGO CAPITAL MANAGEMENT, LLC
$121M
Top holdings
1
CHART INDS INC
$8.27M
2
JANUS HENDERSON GROUP PLC
$8.22M
3
ARCELLX INC
$8.04M
CONQUIS FINANCIAL LLC
$121M
Top holdings
1
VANGUARD INDEX FDS
$34.5M
2
DIMENSIONAL ETF TRUST
$33.5M
3
VANGUARD SPECIALIZED FUNDS
$15.1M
CM MANAGEMENT, LLC
$120M
Top holdings
1
ALICO INC
$8.25M
2
RIGEL PHARMACEUTICALS INC
$6.35M
3
ROYALTY PHARMA PLC
$6M
COMMONS CAPITAL, LLC
$120M
Top holdings
1
NVIDIA CORPORATION
$17.4M
2
ALPHABET INC
$10.4M
3
BROADCOM INC
$9.12M
CLIO ASSET MANAGEMENT LLC
$119M
Top holdings
1
OREILLY AUTOMOTIVE INC
$18.3M
2
FERGUSON ENTERPRISES INC
$11.6M
3
PALVELLA THERAPEUTICS INC NE
$11.3M
COMMERCE ADVISORS, LLC
$119M
Top holdings
1
PACER FDS TR
$11.5M
2
EA SERIES TRUST
$11.4M
3
2023 ETF SERIES TRUST
$11.1M
CLIENTFIRST WEALTH MANAGEMENT, LLC
$118M
Top holdings
1
DILLARDS INC
$61.8M
2
ISHARES TR
$24.5M
3
STATE STR SPDR S&P 500 ETF T
$5.17M
C2C WEALTH MANAGEMENT, LLC
$118M
Top holdings
1
ISHARES TR
$26.6M
2
APPLE INC
$9.94M
3
SELECT SECTOR SPDR TR
$9.85M
CAPSTONE WEALTH MANAGEMENT, INC.
$118M
Top holdings
1
DIMENSIONAL ETF TRUST
$84.7M
2
AMERICAN CENTY ETF TR
$8.47M
3
ISHARES TR
$8.16M
CORECAM AG
$117M
Top holdings
1
SPDR GOLD TR
$25.3M
2
ISHARES INC
$11M
3
ISHARES TR
$8.61M
CHUNG WU INVESTMENT GROUP, LLC
$116M
Top holdings
1
NEOS ETF TRUST
$13.2M
2
ISHARES TR
$11.9M
3
STATE STR SPDR DOW JONES IND
$7M
CORPS CAPITAL ADVISORS, LLC
$115M
Top holdings
1
APPLE INC
$8.96M
2
NVIDIA CORPORATION
$7.7M
3
ALPHABET INC
$5.76M
CASSILLY FINANCIAL GROUP LLC
$115M
Top holdings
1
ISHARES TR
$45.4M
2
VANGUARD INDEX FDS
$25.6M
3
SCHWAB STRATEGIC TR
$5.85M
CARTER FINANCIAL, LLC
$115M
Top holdings
1
VANGUARD INDEX FDS
$73.3M
2
CAPITAL GROUP DIVIDEND VALUE
$16.9M
3
FIRST TR EXCHANGE-TRADED FD
$11.9M
CDKV HOLDINGS LLC
$114M
Top holdings
1
SCHWAB STRATEGIC TR
$39.5M
2
ISHARES TR
$16.2M
3
VANGUARD INDEX FDS
$11.3M
CROSSGEN WEALTH, LLC
$114M
Top holdings
1
ISHARES TR
$20M
2
APPLE INC
$5.36M
3
VALERO ENERGY CORP
$5.05M
COOKE WEALTH MANAGEMENT, LLC
$113M
Top holdings
1
VANGUARD INDEX FDS
$39.5M
2
ISHARES TR
$22.3M
3
SCHWAB STRATEGIC TR
$22M
CAPITAL DEVELOPERS, LLC
$111M
Top holdings
1
ISHARES TR
$24.2M
2
INVESCO EXCH TRADED FD TR II
$21.8M
3
INVESCO EXCHANGE TRADED FD T
$18.3M
CLARION WEALTH MANAGMENT PARTNERS, LLC
$110M
Top holdings
1
AMERICAN CENTY ETF TR
$12.4M
2
ISHARES TR
$11.5M
3
ETF OPPORTUNITIES TRUST
$10.5M
