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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
STRATEGIES WEALTH ADVISORS, LLC
$995M
Top holdings
1
VANGUARD INDEX FDS
$356M
2
ISHARES TR
$271M
3
SPDR INDEX SHS FDS
$165M
STADION MONEY MANAGEMENT, LLC
$994M
Top holdings
1
SPDR SERIES TRUST
$337M
2
SPDR INDEX SHS FDS
$226M
3
BNY MELLON ETF TRUST
$109M
SILVERARC CAPITAL MANAGEMENT, LLC
$980M
Top holdings
1
SPDR SERIES TRUST
$105M
2
KALVISTA PHARMACEUTICALS INC
$57.9M
3
DIANTHUS THERAPEUTICS INC
$54.9M
STEIGERWALD, GORDON & KOCH INC.
$974M
Top holdings
1
APPLE INC
$47.3M
2
JPMORGAN CHASE & CO
$35.3M
3
RTX CORPORATION
$35.3M
STANSBERRY ASSET MANAGEMENT, LLC
$973M
Top holdings
1
ISHARES TR
$67M
2
ALPHABET INC
$42.2M
3
AXIS CAP HLDGS LTD
$28.7M
STOKES FAMILY OFFICE, LLC
$969M
Top holdings
1
ISHARES TR
$199M
2
VANGUARD SPECIALIZED FUNDS
$76.1M
3
BLACKROCK ETF TRUST
$53.2M
SUMMIT WEALTH GROUP LLC CO
$950M
Top holdings
1
SEI EXCHANGE TRADED FUNDS
$433M
2
ISHARES TR
$93.9M
3
DIMENSIONAL ETF TRUST
$53.9M
STEEL GROVE CAPITAL ADVISORS, LLC
$949M
Top holdings
1
VANGUARD INDEX FDS
$219M
2
INVESCO QQQ TR
$149M
3
NVIDIA CORPORATION
$81.4M
SYNERGY ASSET MANAGEMENT, LLC
$942M
Top holdings
1
SPDR SERIES TRUST
$97.9M
2
ISHARES TR
$69M
3
MICROSOFT CORP
$53.2M
SEACREST WEALTH MANAGEMENT, LLC
$935M
Top holdings
1
ALPHABET INC
$83.7M
2
APPLE INC
$74.6M
3
SCHWAB STRATEGIC TR
$50.4M
SIERRA CAPITAL LLC
$918M
Top holdings
1
ISHARES TR
$98.1M
2
VANGUARD INDEX FDS
$82.1M
3
ISHARES CORE MSCI EMU UCITS ETF (ACC)
$44.8M
SR ONE CAPITAL MANAGEMENT, LP
$915M
Top holdings
1
ARCELLX INC
$269M
2
VERADERMICS INC
$152M
3
ZENAS BIOPHARMA INC
$98.5M
SCARBOROUGH ADVISORS, LLC
$914M
Top holdings
1
ISHARES TR
$213M
2
BLACKROCK ETF TRUST
$122M
3
INVESCO EXCH TRADED FD TR II
$100M
SYMMETRY INVESTMENTS LP
$913M
Top holdings
1
UNION PAC CORP
$102M
2
ISHARES TR
$95.5M
3
BOEING CO
$73.5M
SOUTHEAST ASSET ADVISORS, LLC
$913M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$138M
2
ALPHABET INC
$128M
3
CNX RES CORP
$93M
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
$907M
Top holdings
1
FEDERATED HERMES INC
$155M
2
ISHARES TR
$132M
3
SCHWAB STRATEGIC TR
$115M
STOCKMAN WEALTH MANAGEMENT, INC.
$906M
Top holdings
1
ISHARES TR
$268M
2
SELECT SECTOR SPDR TR
$46.4M
3
APPLE INC
$27.6M
SENDERO WEALTH MANAGEMENT, LLC
$904M
Top holdings
1
VANGUARD INDEX FDS
$209M
2
2023 ETF SERIES TRUST
$83M
3
AMERICAN BEACON SELECT FUNDS
$75.3M
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.
$894M
Top holdings
1
MERCADOLIBRE INC
$351M
2
NU HLDGS LTD
$321M
3
STONECO LTD
$94.1M
SIGNET FINANCIAL MANAGEMENT, LLC
$892M
Top holdings
1
SPDR SERIES TRUST
$139M
2
ISHARES TR
$74.6M
3
VANGUARD INDEX FDS
$43.9M
