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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
KASTEL CAPITAL ADVISORS, LLC
$163M
Top holdings
1
ISHARES TR
$74.5M
2
FIDELITY MERRIMACK STR TR
$20.1M
3
VANGUARD INDEX FDS
$13.5M
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
$162M
Top holdings
1
NVIDIA CORPORATION
$24M
2
SELECT SECTOR SPDR TR
$17.9M
3
ISHARES TR
$10.2M
KUHN & CO INVESTMENT COUNSEL
$155M
Top holdings
1
VANGUARD INDEX FDS
$14.5M
2
SCHWAB STRATEGIC TR
$8.93M
3
CAPITAL GROUP GROWTH ETF
$5.33M
KEY CAPITAL MANAGEMENT, INC
$151M
Top holdings
1
ISHARES TR
$43.1M
2
SIMPLIFY EXCHANGE TRADED FUN
$26.4M
3
CAPITOL SER TR
$26.3M
KEYSTONE FINANCIAL SERVICES, LLC
$149M
Top holdings
1
PUTNAM ETF TRUST
$17.2M
2
J P MORGAN EXCHANGE TRADED F
$16.8M
3
VANGUARD ADMIRAL FDS INC
$16.4M
KM CAPITAL MANAGEMENT LTD.
$149M
Top holdings
1
DIMENSIONAL ETF TRUST
$56M
2
ISHARES TR
$35M
3
BLACKROCK ETF TRUST
$16.8M
KRANE FINANCIAL SOLUTIONS LLC
$147M
Top holdings
1
ISHARES TR
$52.4M
2
VANGUARD INDEX FDS
$41.2M
3
SPDR GOLD TR
$13.1M
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
$147M
Top holdings
1
ISHARES TR
$35.7M
2
VANGUARD INDEX FDS
$30M
3
FIDELITY COVINGTON TRUST
$14.2M
KOPP FAMILY OFFICE, LLC
$145M
Top holdings
1
ISHARES TR
$37M
2
VANGUARD TAX-MANAGED FDS
$28.2M
3
INVESCO EXCHANGE TRADED FD T
$20.3M
KARL KAPITAL LLC
$144M
Top holdings
1
ENCORE CAP GROUP INC
$15.6M
2
FLYWIRE CORPORATION
$11.7M
3
SKYWARD SPECIALTY INS GROUP
$11M
KAGAN COCOZZA ASSET MANAGEMENT
$142M
Top holdings
1
SPDR SERIES TRUST
$53.9M
2
ISHARES TR
$15.1M
3
SPDR INDEX SHS FDS
$14.1M
KG&L CAPITAL MANAGEMENT,LLC
$139M
Top holdings
1
ISHARES TR
$15M
2
STATE STR SPDR S&P 500 ETF T
$11.2M
3
JPMORGAN CHASE & CO
$8.63M
KENNONDALE CAPITAL MANAGEMENT LLC
$139M
Top holdings
1
MARATHON PETE CORP
$4.81M
2
DELEK US HLDGS INC NEW
$4.48M
3
PERDOCEO ED CORP
$4.19M
KOA WEALTH MANAGEMENT, LLC
$138M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$18.6M
2
ISHARES TR
$18.5M
3
APPLE INC
$14.4M
K2 FINANCIAL INC.
$138M
Top holdings
1
SCHWAB STRATEGIC TR
$29.9M
2
ISHARES TR
$19.4M
3
SEI EXCHANGE TRADED FUNDS
$13.7M
KVP CAPITAL ADVISORS, LP
$134M
Top holdings
1
TERNS PHARMACEUTICALS INC
$23.2M
2
PRAXIS PRECISION MEDICINES I
$13.8M
3
WHITEHAWK THERAPEUTICS INC
$7.47M
KOPION ASSET MANAGEMENT, LLC
$129M
Top holdings
1
NICE LTD
$12.7M
2
TENNANT CO
$11.4M
3
VARONIS SYS INC
$10.6M
KITE LAKE CAPITAL MANAGEMENT UK LLP
$125M
Top holdings
1
SILICON MOTION TECHNOLOGY CO
$50.8M
2
ECHOSTAR CORP
$24.5M
3
ABIVAX SA
$14.4M
KAMPMANN MELISSA S.
$125M
Top holdings
1
ALPHABET INC
$7.35M
2
ELI LILLY & CO
$7.23M
3
APPLE INC
$6.55M
KATAMARAN CAPITAL LLP
$124M
Top holdings
1
MASTERCARD INCORPORATED
$13.9M
2
VISA INC
$13.8M
3
AMPHENOL CORP
$6.9M
