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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
STERLING INVESTMENT ADVISORS, LTD.
$552M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$42.7M
2
ISHARES TR
$37.2M
3
VANECK ETF TRUST
$34.4M
SATURN V CAPITAL MANAGEMENT LP
$552M
Top holdings
1
ALUMIS INC
$70.5M
2
AMYLYX PHARMACEUTICALS INC
$60.5M
3
ABIVAX SA
$60.4M
SKYOAK WEALTH, LLC
$546M
Top holdings
1
ISHARES TR
$77.4M
2
J P MORGAN EXCHANGE TRADED F
$57.4M
3
SPDR SERIES TRUST
$54.7M
SOMPO ASSET MANAGEMENT CO., LTD.
$545M
Top holdings
1
ISHARES INC
$46.6M
2
VANGUARD INDEX FDS
$44.6M
3
ISHARES TR
$42.4M
SUNBURST FINANCIAL GROUP, LLC
$543M
Top holdings
1
ISHARES TR
$144M
2
ETF SER SOLUTIONS
$78.1M
3
SCHWAB STRATEGIC TR
$76M
SAGE RHINO CAPITAL LLC
$535M
Top holdings
1
VANGUARD INDEX FDS
$50.4M
2
AMERICAN CENTY ETF TR
$48M
3
ISHARES TR
$36.7M
STRONG TOWER ADVISORY SERVICES
$531M
Top holdings
1
ISHARES TR
$68M
2
BLACKROCK ETF TRUST II
$28.6M
3
VANGUARD BD INDEX FDS
$23.4M
SOA WEALTH ADVISORS, LLC.
$530M
Top holdings
1
ISHARES TR
$158M
2
VANGUARD INDEX FDS
$72.9M
3
APPLE INC
$53.1M
SECOND LINE CAPITAL, LLC
$528M
Top holdings
1
ETF SER SOLUTIONS
$228M
2
SPDR INDEX SHS FDS
$41.1M
3
STATE STR SPDR S&P 500 ETF T
$28.8M
SHANNON RIVER FUND MANAGEMENT LLC
$524M
Top holdings
1
TOWER SEMICONDUCTOR LTD
$88.5M
2
MARVELL TECHNOLOGY INC
$55.8M
3
LIVE NATION ENTERTAINMENT IN
$44.9M
STEMPOINT CAPITAL LP
$522M
Top holdings
1
SCHOLAR ROCK HLDG CORP
$51.5M
2
ABIVAX SA
$34.9M
3
SYNDAX PHARMACEUTICALS INC
$28.5M
SHAH CAPITAL MANAGEMENT
$521M
Top holdings
1
VEON LTD
$226M
2
NOVAVAX INC
$121M
3
CHINA YUCHAI INTL LTD
$62.3M
SOLIDARITY WEALTH, LLC
$521M
Top holdings
1
APPLE INC
$53.9M
2
ALPHABET INC
$37.6M
3
INVESCO EXCHANGE TRADED FD T
$36M
SPECTRUM FINANCIAL ALLIANCE LTD LLC
$520M
Top holdings
1
CITIGROUP INC
$74.7M
2
BOEING CO
$67.6M
3
LOCKHEED MARTIN CORP
$63.1M
SCHOOLCRAFT CAPITAL LLC
$516M
Top holdings
1
ISHARES TR
$222M
2
DIMENSIONAL ETF TRUST
$148M
3
DBX ETF TR
$35.4M
SIVIA CAPITAL PARTNERS, LLC
$516M
Top holdings
1
NVIDIA CORPORATION
$21.9M
2
MICROSOFT CORP
$16.5M
3
APPLE INC
$15.2M
SYSTELLIGENCE, LLC
$514M
Top holdings
1
ISHARES TR
$98.5M
2
INVESCO EXCH TRADED FD TR II
$47M
3
WISDOMTREE TR
$38.6M
SOUTHLAND EQUITY PARTNERS LLC
$513M
Top holdings
1
INNOVATOR ETFS TRUST
$133M
2
FIRST TR EXCHANGE-TRADED FD
$62.6M
3
APPLE INC
$30.7M
SPIRIT OF AMERICA MANAGEMENT CORP
$507M
Top holdings
1
NVIDIA CORPORATION
$28.3M
2
ALPHABET INC
$13.8M
3
VALERO ENERGY CORP
$11.3M
SINGLE POINT PARTNERS, LLC
$503M
Top holdings
1
ISHARES TR
$382M
2
VANGUARD INDEX FDS
$43M
3
VANGUARD MUN BD FDS
$15.8M
