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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
SEAL COVE CAPITAL, LLC
$114M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$51.1M
2
INVESCO QQQ TR
$29.6M
3
SPDR SERIES TRUST
$14.4M
STIRLINGSHIRE INVESTMENTS, INC.
$114M
Top holdings
1
ISHARES TR
$12.5M
2
TIDAL TRUST II
$8.31M
3
SPDR SERIES TRUST
$8.24M
SHERWOOD FINANCIAL PARTNERS, LLC
$113M
Top holdings
1
SCHWAB STRATEGIC TR
$74.7M
2
VANGUARD BD INDEX FDS
$37M
3
VANGUARD INDEX FDS
$991k
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
$113M
Top holdings
1
ISHARES TR
$18.8M
2
J P MORGAN EXCHANGE TRADED F
$17.1M
3
FIRST TR EXCHANGE-TRADED FD
$15.8M
SMITH PARTNERS WEALTH MANAGEMENT, LLC
$112M
Top holdings
1
VANGUARD INDEX FDS
$36.1M
2
ISHARES TR
$20.5M
3
PIMCO ETF TR
$6.66M
STONE WEALTH PARTNERS
$111M
Top holdings
1
ISHARES TR
$17.7M
2
VANGUARD INDEX FDS
$16M
3
SPDR SERIES TRUST
$15.7M
SHUTTLEWORTH & CO
$111M
Top holdings
1
SELECT SECTOR SPDR TR
$7.27M
2
ISHARES TR
$6.66M
3
VANGUARD INDEX FDS
$5.25M
S HARRIS FINANCIAL GROUP, LLC
$110M
Top holdings
1
FIDELITY MERRIMACK STR TR
$14.3M
2
FIRST TR EXCHANGE TRADED FD
$11.2M
3
FIDELITY COVINGTON TRUST
$10.6M
SEARCHLIGHT CAPITAL PARTNERS, L.P.
$109M
Top holdings
1
LIBERTY LATIN AMERICA LTD
$109M
SIMCOE CAPITAL LLC
$109M
Top holdings
1
NORDIC AMERICAN TANKERS LIMI
$6.1M
2
HELIX ENERGY SOLUTIONS GRP I
$5.38M
3
MECHANICS BANCORP
$5.13M
SHERMAN ASSET MANAGEMENT, INC.
$109M
Top holdings
1
ISHARES TR
$34.2M
2
VANGUARD INDEX FDS
$16.2M
3
SELECT SECTOR SPDR TR
$12.7M
SFAM, LLC
$108M
Top holdings
1
ISHARES TR
$43.5M
2
VANGUARD INDEX FDS
$32.3M
3
SPDR SERIES TRUST
$8.47M
SKYKNIGHT CAPITAL, L.P.
$107M
Top holdings
1
ADAPTHEALTH CORP
$102M
2
LIBERTY GLOBAL PLC
$5.03M
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC
$107M
Top holdings
1
APPLE INC
$13.5M
2
MASTERCARD INCORPORATED
$7.87M
3
ABBVIE INC
$7.42M
SNOWWATER INVESTMENT PARTNERS, LLC
$106M
Top holdings
1
VANGUARD INDEX FDS
$14.2M
2
INVESCO QQQ TR
$6.73M
3
ALPHABET INC
$6.71M
SENTINEL DOME PARTNERS, LLC
$105M
Top holdings
1
UNITI GROUP LLC
$40.7M
2
AMAZON.COM INC
$6.6M
3
LIVE NATION ENTERTAINMENT IN
$5.81M
SAFE HARBOR FIDUCIARY, LLC
$105M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$14.1M
2
ISHARES TR
$11.2M
3
INVESCO QQQ TR
$7.76M
SYCAMORE PARTNERS MANAGEMENT, L.P.
$105M
Top holdings
1
TORRID HLDGS INC
$104M
2
FOSSIL GROUP INC
$1.22M
SIGNET PRIVATE WEALTH LLC
$105M
Top holdings
1
ISHARES TR
$29.1M
2
APPLE INC
$4.3M
3
GLOBAL X FDS
$3.58M
STONEBRIDGE WEALTH MANAGEMENT, LLC
$104M
Top holdings
1
WISDOMTREE TR
$80.1M
2
ISHARES TR
$5.34M
3
ABBVIE INC
$2.88M
