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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
CLEAR INVESTMENT RESEARCH, LLC
$63.9M
Top holdings
1
ISHARES TR
$15.1M
2
SCHWAB STRATEGIC TR
$9.52M
3
VANGUARD WORLD FD
$5.24M
CHARLES SCHWAB TRUST BANK
$63.3M
Top holdings
1
SCHWAB STRATEGIC TR
$63.3M
CHINA-UAE INVESTMENT COOPERATION FUND, L.P.
$62.9M
Top holdings
1
WERIDE INC
$62.9M
CENTERBRIDGE PARTNERS, L.P.
$61.1M
Top holdings
1
APPLE HOSPITALITY REIT INC
$48.7M
2
GOHEALTH INC
$6.31M
3
OPTIMUM COMMUNICATIONS INC
$6.08M
CAPITAL MANAGEMENT ASSOCIATES
$60.2M
Top holdings
1
ALPHABET INC
$3.45M
2
NVIDIA CORPORATION
$3.38M
3
QUANTA SVCS INC
$3.07M
CAPSTONE TRITON FINANCIAL GROUP, LLC
$57.4M
Top holdings
1
INNOVATOR ETFS TRUST
$15.9M
2
SPDR SERIES TRUST
$7.66M
3
ISHARES TR
$6.74M
COPPERWOOD ASSET MANAGEMENT LP
$54.4M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$54.4M
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC
$51.2M
Top holdings
1
INVESCO QQQ TR
$7.5M
2
NORFOLK SOUTHN CORP
$2.01M
3
TERNS PHARMACEUTICALS INC
$1.79M
CMC FINANCIAL GROUP
$51M
Top holdings
1
T ROWE PRICE ETF INC
$9.38M
2
PACER FDS TR
$6.39M
3
AMPLIFY ETF TR
$4.34M
CHAN ZUCKERBERG INITIATIVE, LLC
$49.2M
Top holdings
1
ISHARES INC
$49.2M
CLEARALPHA TECHNOLOGIES LP
$48.6M
Top holdings
1
CBRE GROUP INC
$2.66M
2
SYSCO CORP
$2.24M
3
BLACKROCK INC
$2.23M
CAPITAL CS GROUP, LLC
$48.6M
Top holdings
1
UNITED PARCEL SVCS INC
$22.1M
2
SPDR SERIES TRUST
$3.56M
3
FIRST TR EXCHNG TRADED FD VI
$2.71M
CRESTLINE MANAGEMENT, LP
$46.3M
Top holdings
1
DENALI THERAPEUTICS INC
$42.4M
2
SANA BIOTECHNOLOGY INC
$2.18M
3
8X8 INC NEW
$1.64M
CIRCUMFERENCE GROUP LLC
$44.6M
Top holdings
1
EXTREME NETWORKS INC
$5.35M
2
RESOURCES CONNECTION INC
$5.18M
3
CORE & MAIN INC
$4.94M
CTC ALTERNATIVE STRATEGIES, LTD.
$44M
Top holdings
1
SELECT SECTOR SPDR TR
$4.88M
2
COINBASE GLOBAL INC
$2.69M
3
ARM HOLDINGS PLC
$2.32M
CORUNDUM TRUST COMPANY, INC
$43.8M
Top holdings
1
ISHARES TR
$15M
2
3M CO
$5.7M
3
MICROSOFT CORP
$1.79M
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC
$40.3M
Top holdings
1
SPDR INDEX SHS FDS
$26.3M
2
ISHARES TR
$12.2M
3
ISHARES INC
$1.02M
CINCINNATI INDEMNITY CO
$40.3M
Top holdings
1
AUTOMATIC DATA PROCESSING IN
$9.77M
2
JOHNSON & JOHNSON
$6.11M
3
DOVER CORP
$6.05M
CROSSPOINT FINANCIAL, LLC
$39.8M
Top holdings
1
INNOVATOR ETFS TRUST
$18.1M
2
FIRST TR EXCHNG TRADED FD VI
$4.26M
3
ISHARES TR
$3.91M
CPMG INC
$37.1M
Top holdings
1
INTUITIVE MACHINES INC
$23M
2
PROCEPT BIOROBOTICS CORP
$10.7M
3
INSTIL BIO INC
$3.39M
