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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
KEYSTONE FINANCIAL GROUP, INC.
$192M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.3M
2
ISHARES TR
$35.4M
3
VANGUARD MALVERN FDS
$25M
KINTAYL CAPITAL LP
$192M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$26.1M
2
ESSENTIAL UTILS INC
$14.5M
3
QORVO INC
$12.8M
KRM WEALTH MANAGEMENT L.L.C.
$192M
Top holdings
1
SCHWAB STRATEGIC TR
$95.9M
2
VANGUARD BD INDEX FDS
$29.8M
3
VANGUARD TAX-MANAGED FDS
$23.3M
KENTUCKY TRUST CO
$191M
Top holdings
1
US BANCORP
$8.26M
2
APPLE INC
$7.7M
3
DNP SELECT INCOME FD INC
$6.96M
KEYNOTE FINANCIAL SERVICES LLC
$188M
Top holdings
1
APPLE INC
$9.52M
2
VANGUARD BD INDEX FDS
$8.84M
3
ABBVIE INC
$8.54M
KEARNS & ASSOCIATES LLC
$186M
Top holdings
1
VANGUARD INDEX FDS
$122M
2
VANGUARD TAX-MANAGED FDS
$20.8M
3
VANGUARD INTL EQUITY INDEX F
$6.24M
KELLETT WEALTH ADVISORS, LLC
$184M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$32.8M
2
INNOVATOR ETFS TRUST
$29.6M
3
INVESCO EXCH TRADED FD TR II
$19.4M
KMT WEALTH MANAGEMENT, LLC
$184M
Top holdings
1
VANGUARD INDEX FDS
$95.9M
2
ISHARES TR
$66.4M
3
VANGUARD STAR FDS
$9.27M
KURE ADVISORY, LLC
$184M
Top holdings
1
DIMENSIONAL ETF TRUST
$67.1M
2
INNOVATOR ETFS TRUST
$23.8M
3
ISHARES TR
$21.4M
KENNICOTT CAPITAL MANAGEMENT LLC
$183M
Top holdings
1
VANGUARD INDEX FDS
$55.8M
2
INVESCO QQQ TR
$35.3M
3
SELECT SECTOR SPDR TR
$30M
KAMUNTING STREET CAPITAL MANAGEMENT, L.P.
$183M
Top holdings
1
ENERGY TRANSFER L P
$31.9M
2
ENTERPRISE PRODS PARTNERS L
$25.1M
3
ALPHABET INC
$18.7M
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
$181M
Top holdings
1
AGNICO EAGLE MINES LTD
$10.9M
2
CAMECO CORP
$7.43M
3
PHILIP MORRIS INTL INC
$7.23M
KNOLL CAPITAL MANAGEMENT, LLC
$180M
Top holdings
1
BIOHAVEN PHARMACTL HLDG CO L
$19.7M
2
SPROTT ASSET MANAGEMENT LP
$19.1M
3
ROYAL GOLD INC
$13.4M
KINGSMAN WEALTH MANAGEMENT, INC.
$178M
Top holdings
1
NVIDIA CORPORATION
$27M
2
AMAZON COM INC
$13.2M
3
GE AEROSPACE
$11.7M
KAUFMAN ROSSIN WEALTH, LLC
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.5M
2
EA SERIES TRUST
$32.4M
3
ISHARES TR
$29.8M
KURV INVESTMENT MANAGEMENT LLC
$173M
Top holdings
1
ISHARES SILVER TR
$20.4M
2
SPDR GOLD TR
$14.5M
3
ABRDN SILVER ETF TRUST
$14.3M
KARNIT ROAD ACCIDENT VICTIMS COMPENSATION FUND
$170M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$98.8M
2
VANGUARD INDEX FDS
$56.8M
3
WISDOMTREE TR
$5.85M
KNOTT DAVID M JR
$168M
Top holdings
1
ALPHABET INC
$26.3M
2
APOLLO GLOBAL MGMT INC
$25.1M
3
SYNDAX PHARMACEUTICALS INC
$9.86M
KESTREL INVESTMENT MANAGEMENT CORP
$167M
Top holdings
1
PHINIA INC
$11.2M
2
TRI POINTE HOMES INC
$10.3M
3
PHOTRONICS INC
$8.1M
KRS CAPITAL MANAGEMENT, LLC
$163M
Top holdings
1
NVIDIA CORPORATION
$40.9M
2
APPLE INC
$16.9M
3
ADVANCED MICRO DEVICES INC
$6.5M
