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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
CHOREO, LLC
$8.15B
Top holdings
1
VANGUARD INDEX FDS
$1.57B
2
ISHARES TR
$1.42B
3
SCHWAB STRATEGIC TR
$388M
COMPAGNIE LOMBARD ODIER SCMA
$8.13B
Top holdings
1
NVIDIA CORPORATION
$655M
2
ALPHABET INC
$624M
3
MICROSOFT CORP
$568M
COLDSTREAM CAPITAL MANAGEMENT INC
$8.12B
Top holdings
1
ISHARES TR
$2.04B
2
VANGUARD INDEX FDS
$1.19B
3
DIMENSIONAL ETF TRUST
$829M
CHAMPLAIN INVESTMENT PARTNERS, LLC
$7.88B
Top holdings
1
TRADEWEB MKTS INC
$173M
2
PENUMBRA INC
$161M
3
EOG RES INC
$153M
CARRONADE CAPITAL MANAGEMENT, LP
$7.65B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$5.9B
2
VIASAT INC
$241M
3
TALEN ENERGY CORP
$206M
CANOE FINANCIAL LP
$7.34B
Top holdings
1
CANADIAN NATL RY CO
$353M
2
TAIWAN SEMICONDUCTOR MANUFAC
$292M
3
RESTAURANT BRANDS INTL INC
$248M
CITIZENS FINANCIAL GROUP INC
$7.19B
Top holdings
1
ISHARES TR
$1.26B
2
VANGUARD INDEX FDS
$789M
3
APPLE INC
$354M
CIRCLE WEALTH MANAGEMENT, LLC
$7.02B
Top holdings
1
APPLE INC
$3.03B
2
ISHARES TR
$2.11B
3
STATE STR SPDR S&P 500 ETF T
$542M
CAPITAL INVESTMENT ADVISORS, LLC
$6.84B
Top holdings
1
ISHARES TR
$2.07B
2
SELECT SECTOR SPDR TR
$522M
3
FIRST TR EXCHANGE-TRADED FD
$221M
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$6.83B
Top holdings
1
VANGUARD INDEX FDS
$1.45B
2
ISHARES TR
$1.11B
3
SPDR SERIES TRUST
$814M
CANTOR FITZGERALD, L. P.
$6.78B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$2.28B
2
NVIDIA CORPORATION
$598M
3
ADVANCED MICRO DEVICES INC
$377M
CROSSMARK GLOBAL HOLDINGS, INC.
$6.77B
Top holdings
1
NVIDIA CORPORATION
$332M
2
APPLE INC
$315M
3
ALPHABET INC
$227M
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
$6.75B
Top holdings
1
WELLTOWER INC
$594M
2
EQUINIX INC
$518M
3
PROLOGIS INC.
$289M
CINCINNATI INSURANCE CO
$6.62B
Top holdings
1
JPMORGAN CHASE & CO
$445M
2
MICROSOFT CORP
$438M
3
LAM RESEARCH ORD
$435M
CONFLUENCE INVESTMENT MANAGEMENT LLC
$6.44B
Top holdings
1
ISHARES TR
$425M
2
SPDR SERIES TRUST
$201M
3
ANALOG DEVICES INC
$172M
CAMBRIDGE ASSOCIATES LLC
$6.31B
Top holdings
1
VANGUARD INDEX FDS
$2.28B
2
VANGUARD INTL EQUITY INDEX F
$1.35B
3
VANGUARD SCOTTSDALE FDS
$687M
CAPITAL ADVISORS INC
$6.22B
Top holdings
1
ISHARES TR
$644M
2
PEPSICO INC
$345M
3
NVIDIA CORPORATION
$258M
CAPITAL INTERNATIONAL SARL
$6.11B
Top holdings
1
META PLATFORMS INC
$312M
2
BROADCOM INC
$296M
3
ALPHABET INC
$285M
CAISSE DES DEPOTS ET CONSIGNATIONS
$6.06B
Top holdings
1
TOTALENERGIES SE
$2.83B
2
ASTRAZENECA PLC
$946M
3
LINDE PLC
$368M
CASTLEKNIGHT MANAGEMENT LP
$6B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$1.62B
2
ISHARES TR
$754M
3
INVESCO QQQ TR
$496M
