Trending
Tree map
Stacked
Scatter
Network
Map
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
CLOSED-END FUND ADVISORS, INC.
$98.3M
Top holdings
1
KAYNE ANDERSON ENERGY INFRST
$4.32M
2
BLUEROCK PVT REAL ESTATE FD
$2.96M
3
TORTOISE ENERGY INFRSTRCTR C
$2.35M
CSP FINANCIAL GROUP, LLC
$97.7M
Top holdings
1
DIMENSIONAL ETF TRUST
$96.3M
2
VANGUARD INDEX FDS
$1.34M
CHIRON CAPITAL MANAGEMENT, LLC
$97.5M
Top holdings
1
BRISTOL-MYERS SQUIBB CO
$11.6M
2
NVIDIA CORPORATION
$4.45M
3
MICROSOFT CORP
$4.08M
COGENT STRATEGIC WEALTH LLC
$97.3M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.6M
2
EA SERIES TRUST
$6.61M
3
ISHARES TR
$5.93M
CATALYST INVESTMENT MANAGEMENT LLC
$90.2M
Top holdings
1
PIMCO ETF TR
$12.6M
2
ISHARES TR
$11.8M
3
FIRST TR EXCHANGE TRADED FD
$11.4M
CEDRUS WEALTH GROUP LLC
$89.8M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$26.6M
2
STATE STR SPDR S&P 500 ETF T
$14.3M
3
FEDERATED HERMES ETF TRUST
$4.61M
CORAL WEALTH MANAGEMENT, LLC
$89.4M
Top holdings
1
SPDR SERIES TRUST
$18.2M
2
ISHARES TR
$15.3M
3
STATE STR SPDR S&P 500 ETF T
$15.1M
CAPITAL ASSET MANAGEMNET, LLC
$88.8M
Top holdings
1
ISHARES TR
$28M
2
VANGUARD INDEX FDS
$18.6M
3
BLACKROCK ETF TRUST
$6.37M
CIVILIZATION VENTURES MANAGEMENT, LLC
$87.9M
Top holdings
1
BILLIONTOONE INC
$86.8M
2
OMADA HEALTH INC
$1.1M
CAZ INVESTMENTS LP
$85.6M
Top holdings
1
BLUE OWL TECHNOLOGY FIN CORP
$38.2M
2
BLUE OWL CAPITAL CORPORATION
$12.4M
3
GRAB HOLDINGS LIMITED
$6.68M
CAPITAL ADVISOR NETWORK LLC
$85.1M
Top holdings
1
ISHARES TR
$20.3M
2
VANGUARD INDEX FDS
$13.7M
3
ROYALTY PHARMA PLC
$13.7M
CAPITOL FAMILY OFFICE, INC.
$84.7M
Top holdings
1
VANGUARD INDEX FDS
$43.2M
2
SELECT SECTOR SPDR TR
$11.2M
3
ISHARES TR
$10.7M
CPWA, LLC
$83.7M
Top holdings
1
SCHWAB STRATEGIC TR
$13M
2
ISHARES TR
$6.45M
3
WISDOMTREE TR
$6.17M
CRYSTAL COVE ASSET MANAGEMENT, LLC
$83.2M
Top holdings
1
EOS ENERGY ENTERPRISES INC
$28.8M
2
ANTERO RESOURCES CORP
$23.7M
3
IREN LIMITED
$18.4M
CHILDRENS MEDICAL CENTER CORP
$79.7M
Top holdings
1
SPDR GOLD TR
$79.7M
CENTENNIAL ADVISORS, LLC
$78.6M
Top holdings
1
ISHARES TR
$18.7M
2
AIM ETF PRODUCTS TRUST
$8.38M
3
SPDR SERIES TRUST
$4.53M
CANAAN PARTNERS XI LLC
$76.1M
Top holdings
1
AEVA TECHNOLOGIES INC
$47.3M
2
TYRA BIOSCIENCES INC
$28.7M
3
BLINK CHARGING CO
$5.35k
CHARIS LEGACY PARTNERS, LLC
$68.4M
Top holdings
1
VANGUARD INDEX FDS
$28.1M
2
VANGUARD STAR FDS
$14.1M
3
WISDOMTREE TR
$4.35M
CORRE PARTNERS MANAGEMENT, LLC
$64.9M
Top holdings
1
GRUPO AEROMEXICO SAB DE CV
$30.4M
2
TEAM INC
$25.6M
3
NN INC
$9M
CARNEGIE MELLON UNIVERSITY
$64.3M
Top holdings
1
INVESCO QQQ TR
$35.3M
2
DUOLINGO INC
$29.1M
3
INNSUITES HOSPITALITY TR
$10.1k
