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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
SAGE MOUNTAIN ADVISORS LLC
$1.43B
Top holdings
1
JANUS DETROIT STR TR
$289M
2
ISHARES TR
$259M
3
VANGUARD INDEX FDS
$223M
STONEBRIDGE CAPITAL ADVISORS LLC
$1.43B
Top holdings
1
VANGUARD SCOTTSDALE FDS
$124M
2
APPLE INC
$70.2M
3
ALPHABET INC
$64.3M
SPYGLASS CAPITAL MANAGEMENT LLC
$1.41B
Top holdings
1
SAMSARA INC
$93.4M
2
ASCENDIS PHARMA A/S
$84.2M
3
HUBSPOT INC
$76.6M
STEELHEAD PARTNERS LLC
$1.39B
Top holdings
1
AKAMAI TECHNOLOGIES INC
$134M
2
BRIDGEBIO PHARMA INC
$127M
3
ON SEMICONDUCTOR CORP
$126M
SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD.
$1.39B
Top holdings
1
ROYAL BK CDA
$168M
2
TORONTO DOMINION BK ONT
$128M
3
SUNCOR ENERGY INC NEW
$89.1M
SAGEFIELD CAPITAL LP
$1.39B
Top holdings
1
EXPAND ENERGY CORPORATION
$82.1M
2
PERMIAN RESOURCES CORP
$81.1M
3
MATADOR RES CO
$56M
SMITH, MOORE & CO.
$1.37B
Top holdings
1
ISHARES TR
$276M
2
VANGUARD INDEX FDS
$90.4M
3
BONDBLOXX ETF TRUST
$44.6M
SILVER OAK SECURITIES, INCORPORATED
$1.37B
Top holdings
1
ISHARES TR
$84.1M
2
FIRST TR EXCHANGE-TRADED FD
$78.4M
3
ETF SER SOLUTIONS
$56.4M
STACK FINANCIAL MANAGEMENT, INC
$1.36B
Top holdings
1
PROSHARES TR
$145M
2
WALMART INC
$125M
3
QUANTA SVCS INC
$71.2M
SOMA EQUITY PARTNERS LP
$1.36B
Top holdings
1
UBER TECHNOLOGIES INC
$113M
2
AMAZON COM INC
$99.1M
3
NVIDIA CORPORATION
$98.5M
SHP WEALTH MANAGEMENT
$1.33B
Top holdings
1
VANGUARD INDEX FDS
$369M
2
ISHARES TR
$209M
3
INVESCO EXCH TRADED FD TR II
$111M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
$1.31B
Top holdings
1
ALPHABET INC
$86.3M
2
APPLE INC
$50.2M
3
CISCO SYS INC
$39.7M
SHERMAN PORFOLIOS, LLC
$1.3B
Top holdings
1
ISHARES TR
$719M
2
SPDR GOLD TR
$94.1M
3
SCHWAB STRATEGIC TR
$86.3M
SILVER POINT CAPITAL L.P.
$1.3B
Top holdings
1
GULFPORT ENERGY CORP
$551M
2
ECHOSTAR CORP
$288M
3
GRUPO AEROMEXICO SAB DE CV
$194M
SOVRAN ADVISORS, LLC
$1.27B
Top holdings
1
ISHARES TR
$269M
2
INNOVATOR ETFS TRUST
$48.8M
3
BLACKROCK ETF TRUST
$40.8M
SUMMIT FINANCIAL STRATEGIES, INC.
$1.27B
Top holdings
1
DIMENSIONAL ETF TRUST
$285M
2
ISHARES TR
$244M
3
SCHWAB STRATEGIC TR
$151M
STONY POINT CAPITAL LLC
$1.24B
Top holdings
1
ALPHABET INC
$101M
2
TAIWAN SEMICONDUCTOR MANUFAC
$96.9M
3
NVIDIA CORPORATION
$85M
STRATEGY CAPITAL LLC
$1.22B
Top holdings
1
CLOUDFLARE INC
$235M
2
SHOPIFY INC
$196M
3
AXON ENTERPRISE INC
$169M
STONEBRIDGE FINANCIAL GROUP, LLC
$1.22B
Top holdings
1
PIMCO ETF TR
$123M
2
ISHARES TR
$119M
3
SELECT SECTOR SPDR TR
$110M
SPX GESTAO DE RECURSOS LTDA
$1.2B
Top holdings
1
PETROLEO BRASILEIRO S A
$165M
2
SELECT SECTOR SPDR TR
$120M
3
STONECO LTD
$109M
