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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
SOCORRO ASSET MANAGEMENT LP
$221M
Top holdings
1
SEMPRA
$11.2M
2
NEXTERA ENERGY INC
$10.3M
3
AIR PRODUCTS AND CHEMICALS I
$9.19M
STONEBRIDGE CAPITAL MANAGEMENT INC
$220M
Top holdings
1
SCHWAB FAMILY FDS VL
$21.9M
2
APPLE INC
$18M
3
MICROSOFT CORP
$16.1M
SHAKER INVESTMENTS LLC
$220M
Top holdings
1
AXOS FINANCIAL INC
$31.4M
2
NVIDIA CORPORATION
$11.3M
3
BROADCOM INC
$9.29M
SIGNET INVESTMENT ADVISORY GROUP, INC.
$218M
Top holdings
1
SCHWAB STRATEGIC TR
$25.9M
2
ISHARES GOLD TR
$13.3M
3
APPLE INC
$7.8M
SOUND STEWARDSHIP, LLC
$218M
Top holdings
1
ISHARES TR
$52.2M
2
INVESCO EXCH TRD SLF IDX FD
$38.4M
3
SCHWAB STRATEGIC TR
$37M
SPRINKLE FINANCIAL CONSULTANTS LLC
$217M
Top holdings
1
DIMENSIONAL ETF TRUST
$43.5M
2
J P MORGAN EXCHANGE TRADED F
$41.5M
3
ISHARES TR
$26.6M
STATE INSURANCE FUND
$216M
Top holdings
1
MORGAN STANLEY ETF TRUST
$216M
SHARE ANDREW L.
$214M
Top holdings
1
EQT CORP
$122M
2
UBS SELECT GOVT INSTL FD
$70.1M
3
NET POWER INC
$16.7M
SERENITY INVESTMENT ADVISORS
$214M
Top holdings
1
SCHWAB STRATEGIC TR
$94.7M
2
VANGUARD INDEX FDS
$39.3M
3
VANGUARD INTL EQUITY INDEX F
$12M
SOUTHERN CAPITAL ADVISORS, LLC
$214M
Top holdings
1
ISHARES TR
$140M
2
FIDELITY COVINGTON TRUST
$17.2M
3
UNITED PARCEL SVCS INC
$9.08M
SAGE CAPITAL MANAGEMENT, LLC
$213M
Top holdings
1
SELECT SECTOR SPDR TR
$19.2M
2
GLOBAL X FDS
$17.8M
3
SPDR SERIES TRUST
$16.8M
SALZHAUER MICHAEL
$212M
Top holdings
1
BANK AMERICA CORP
$56.9M
2
CITIGROUP INC
$29.4M
3
PRIMIS FINANCIAL CORP
$9.16M
SPRENG CAPITAL MANAGEMENT, INC.
$212M
Top holdings
1
ISHARES TR
$69.2M
2
SCHWAB STRATEGIC TR
$32.4M
3
VANGUARD INDEX FDS
$27.7M
STAR FINANCIAL BANK
$212M
Top holdings
1
ISHARES TR
$57.4M
2
VANGUARD INDEX FDS
$46.5M
3
BLACKROCK ETF TRUST II
$24.9M
STERLING GROUP WEALTH MANAGEMENT, LLC
$211M
Top holdings
1
SPDR SERIES TRUST
$88.2M
2
ISHARES TR
$23.6M
3
INVESCO EXCHANGE TRADED FD T
$17.4M
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
$211M
Top holdings
1
DIMENSIONAL ETF TRUST
$105M
2
AMERICAN CENTY ETF TR
$57.1M
3
ISHARES TR
$11.9M
STERLING INVESTMENT ADVISORS LLC
$208M
Top holdings
1
ISHARES TR
$147M
2
ISHARES INC
$29.8M
3
VANGUARD INDEX FDS
$12.3M
SUMMIT PLACE FINANCIAL ADVISORS, LLC
$208M
Top holdings
1
ISHARES TR
$9.41M
2
ISHARES GOLD TR
$8.66M
3
APPLE INC
$8.66M
STEINBERGANNA WEALTH MANAGEMENT
$208M
Top holdings
1
ISHARES TR
$68M
2
INVESCO QQQ TR
$22.1M
3
STATE STR SPDR S&P 500 ETF T
$21.7M
SECURITY NATIONAL BANK OF SO DAK
$207M
Top holdings
1
BNY MELLON ETF TRUST II
$12M
2
APPLE INC
$11M
3
ALPHABET INC
$9.94M
