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 MANOR FINANCIAL, LLC
$160M
Top holdings
1
SPDR SERIES TRUST
$37.4M
2
ISHARES TR
$33.9M
3
AIM ETF PRODUCTS TRUST
$14.9M
SANCHEZ LEVI GARRETT
$159M
Top holdings
1
VANGUARD INDEX FDS
$35.9M
2
DIMENSIONAL ETF TRUST
$23M
3
VANGUARD TAX-MANAGED FDS
$18.7M
SWISSPARTNERS ADVISORS LTD
$159M
Top holdings
1
SPDR INDEX SHS FDS
$24.8M
2
APA CORPORATION
$21.1M
3
LYONDELLBASELL INDUSTRIES NV
$15.6M
SARISSA CAPITAL MANAGEMENT LP
$158M
Top holdings
1
INNOVIVA INC
$49.7M
2
IRONWOOD PHARMACEUTICALS INC
$32.3M
3
AMARIN CORP PLC
$24.2M
SYNTAX RESEARCH, INC.
$157M
Top holdings
1
ISHARES TR
$63.4M
2
APPLE INC
$7.3M
3
PROSHARES TR
$5.91M
SEROS FINANCIAL, LLC
$157M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$23.2M
2
INVESCO EXCHANGE TRADED FD T
$19.2M
3
FIRST TR EXCHNG TRADED FD VI
$18.4M
SOUTHERN CAPITAL SERVICES INC
$156M
Top holdings
1
SELECT SECTOR SPDR TR
$42.9M
2
VANGUARD WORLD FD
$28.7M
3
FIRST TR EXCHANGE-TRADED FD
$19.8M
SUMMIT PORTFOLIO MANAGEMENT, LTD.
$155M
Top holdings
1
AMERICAN CENTY ETF TR
$111M
2
DIMENSIONAL ETF TRUST
$21M
3
ISHARES TR
$11.3M
STEINBERG ASSET MANAGEMENT LLC
$154M
Top holdings
1
GOLAR LNG LTD
$76.8M
2
ALPHABET INC
$9.7M
3
MADISON SQUARE GRDN SPRT COR
$7.33M
STONEKEEP INVESTMENTS, LLC
$154M
Top holdings
1
SCHWAB STRATEGIC TR
$40.2M
2
ISHARES TR
$23.8M
3
VANGUARD INDEX FDS
$17.2M
SBI HOLDINGS USA, INC.
$154M
Top holdings
1
CIRCLE INTERNET GROUP INC
$154M
SILVER OAK WEALTH ADVISORS SERVICES, LLC
$154M
Top holdings
1
VANGUARD MALVERN FDS
$31.4M
2
GOLDMAN SACHS ETF TR
$30.8M
3
AMERICAN CENTY ETF TR
$20.6M
SEATOWN HOLDINGS PTE. LTD.
$153M
Top holdings
1
NVIDIA CORPORATION
$16.4M
2
BROADCOM INC
$12.6M
3
SYNOPSYS INC
$11.2M
SELLARONDA GLOBAL MANAGEMENT LP
$152M
Top holdings
1
LIBERTY MEDIA CORP DEL
$34M
2
CORPAY INC
$21.8M
3
VEEVA SYS INC
$19.3M
SOMNIO FINANCIAL GROUP, LLC
$152M
Top holdings
1
ISHARES TR
$72.2M
2
VANGUARD INTL EQUITY INDEX F
$29.7M
3
VANGUARD INDEX FDS
$26.7M
STATE OF WISCONSIN - BOARD OF COMMISSIONERS OF PUBLIC LANDS
$152M
Top holdings
1
PGIM HIGH YIELD R6
$46.7M
2
JPM INCOME FUND
$27.9M
3
VANECK ETF TRUST
$26.8M
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
$152M
Top holdings
1
ISHARES TR
$24.8M
2
CAPITAL GROUP DIVIDEND VALUE
$19.3M
3
VANGUARD INDEX FDS
$10.5M
STAGE HARBOR FINANCIAL, LLC
$151M
Top holdings
1
ISHARES TR
$48.3M
2
VANGUARD INDEX FDS
$36M
3
DIMENSIONAL ETF TRUST
$30.7M
SAGACE WEALTH MANAGEMENT LLC
$149M
Top holdings
1
VANGUARD INDEX FDS
$31.1M
2
VANGUARD SCOTTSDALE FDS
$16.6M
3
ISHARES TR
$15.1M
SYSTRADE AG
$149M
Top holdings
1
ALPHA METALLURGICAL RESOUR I
$57.5M
2
INTERACTIVE BROKERS GROUP IN
$33.5M
3
UBS GROUP AG
$24.5M
