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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
SIEMENS AG
$272M
Top holdings
1
FLUENCE ENERGY INC
$272M
SONATA CAPITAL GROUP INC
$271M
Top holdings
1
ISHARES TR
$147M
2
VANGUARD INDEX FDS
$16.4M
3
APPLE INC
$13.6M
SCULATI WEALTH MANAGEMENT, LLC
$271M
Top holdings
1
ISHARES TR
$40M
2
BERKSHIRE HATHAWAY INC DEL
$23.6M
3
APPLE INC
$12.5M
SEARCY FINANCIAL SERVICES INC
$270M
Top holdings
1
VANGUARD INDEX FDS
$73.5M
2
ISHARES TR
$29.9M
3
AMERICAN CENTY ETF TR
$29.1M
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
$269M
Top holdings
1
ISHARES TR
$49.6M
2
CAPITAL GROUP DIVIDEND VALUE
$42.1M
3
CAPITAL GROUP GROWTH ETF
$37.4M
STABLEFORD CAPITAL II LLC
$269M
Top holdings
1
ISHARES TR
$29.8M
2
SPDR SERIES TRUST
$14.6M
3
ALPHABET INC
$12.4M
SPECTRUM WEALTH ADVISORY GROUP, LLC
$269M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$40.3M
2
J P MORGAN EXCHANGE TRADED F
$37.2M
3
COLUMBIA ETF TR I
$32.3M
STRAIT & SOUND WEALTH MANAGEMENT LLC
$269M
Top holdings
1
BONDBLOXX ETF TRUST
$30.4M
2
APPLE INC
$26.6M
3
ISHARES TR
$20.7M
S&T BANK
$268M
Top holdings
1
SEI EXCHANGE TRADED FUNDS
$75.7M
2
WESTERN DIGITAL CORP
$13.1M
3
SANDISK CORP
$10.5M
SHAWSPRING PARTNERS LLC
$268M
Top holdings
1
OKTA INC
$44.5M
2
AMAZON COM INC
$38.8M
3
ALIBABA GROUP HLDG LTD
$36.4M
SGL INVESTMENT ADVISORS, INC.
$266M
Top holdings
1
ISHARES TR
$17.9M
2
SCHWAB STRATEGIC TR
$15.1M
3
APPLE INC
$11.3M
S.A. MASON LLC
$266M
Top holdings
1
VANGUARD INDEX FDS
$34.2M
2
VANGUARD MUN BD FDS
$20.4M
3
ISHARES TR
$17.9M
STRATEGIC EQUITY MANAGEMENT
$266M
Top holdings
1
ISHARES TR
$101M
2
NORTHERN LTS FD TR IV
$31M
3
STRATEGY SHS
$26.7M
SAIPH CAPITAL, LLC
$264M
Top holdings
1
ISHARES TR
$120M
2
J P MORGAN EXCHANGE TRADED F
$24.4M
3
STATE STR SPDR S&P 500 ETF T
$17.5M
S SQUARED TECHNOLOGY, LLC
$264M
Top holdings
1
LATTICE SEMICONDUCTOR CORP
$31.7M
2
KRYSTAL BIOTECH INC
$22.3M
3
SYMBOTIC INC
$19.6M
SILPHIUM ASSET MANAGEMENT LTD
$264M
Top holdings
1
VANGUARD INDEX FDS
$124M
2
VANGUARD INTL EQUITY INDEX F
$28.2M
3
ISHARES INC
$17.9M
SIGNATURE WEALTH MANAGEMENT GROUP
$263M
Top holdings
1
ISHARES TR
$54.1M
2
SOUTHERN CO
$11.7M
3
KIMBERLY-CLARK CORP
$7.67M
SAGIL CAPITAL LLP
$263M
Top holdings
1
UNITED STS OIL FD LP
$75.7M
2
ISHARES TR
$27.8M
3
VISTA ENERGY S.A.B. DE C.V.
$18.9M
SOUTHERN MICHIGAN BANK & TRUST
$261M
Top holdings
1
SCHWAB STRATEGIC TR
$75.5M
2
ISHARES TR
$39.5M
3
VANGUARD BD INDEX FDS
$33.6M
SILVER HEIGHTS CAPITAL MANAGEMENT INC
$260M
Top holdings
1
IRIDIUM COMMUNICATIONS INC
$143M
2
HEICO CORP NEW
$42.1M
3
CARMAX INC
$38.2M
