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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
POLYMER CAPITAL MANAGEMENT HK LTD
$1.16B
Top holdings
1
VANECK ETF TRUST
$317M
2
INVESCO QQQ TR
$127M
3
NVIDIA CORPORATION
$75.2M
BTG PACTUAL ASSET MANAGEMENT US LLC
$1.16B
Top holdings
1
VANGUARD INDEX FDS
$128M
2
ISHARES TR
$96.2M
3
VANGUARD WORLD FD
$86.9M
GALAXY DIGITAL INC.
$1.16B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$308M
2
ISHARES BITCOIN TRUST ETF
$289M
3
ARK 21SHARES BITCOIN ETF
$116M
SYMETRA INVESTMENT MANAGEMENT CO
$1.15B
Top holdings
1
VANGUARD INDEX FDS
$396M
2
ISHARES TR
$366M
3
VANGUARD SCOTTSDALE FDS
$259M
LEDYARD NATIONAL BANK
$1.15B
Top holdings
1
ISHARES TR
$277M
2
APPLE INC
$59.6M
3
MICROSOFT CORP
$40.1M
NEWSQUARE CAPITAL LLC
$1.15B
Top holdings
1
ISHARES TR
$130M
2
VANGUARD INDEX FDS
$117M
3
VANGUARD INTL EQUITY INDEX F
$72.1M
DELTA ACCUMULATION, LLC
$1.15B
Top holdings
1
BANK NEW YORK MELLON CORP
$277M
2
JPMORGAN CHASE & CO
$195M
3
CARDINAL HEALTH INC
$147M
HARTFORD FUNDS MANAGEMENT CO LLC
$1.15B
Top holdings
1
HARTFORD FDS EXCHANGE TRADED
$755M
2
LATTICE STRATEGIES TR
$234M
3
APPLE INC
$10.4M
TRUST POINT INC.
$1.15B
Top holdings
1
ISHARES TR
$168M
2
WISDOMTREE TR
$139M
3
VANGUARD SPECIALIZED FUNDS
$122M
GODSEY & GIBB, INC
$1.15B
Top holdings
1
CORNING INC
$42.3M
2
APPLE INC
$39.9M
3
BROADCOM INC
$37M
MEANS INVESTMENT CO., INC.
$1.15B
Top holdings
1
VANGUARD INDEX FDS
$207M
2
VANGUARD INTL EQUITY INDEX F
$96M
3
INVESCO EXCHANGE TRADED FD T
$86.7M
ANSON FUNDS MANAGEMENT LP
$1.15B
Top holdings
1
ISHARES INC
$84.1M
2
LIONSGATE STUDIOS CORP
$58.4M
3
ADVISORSHARES TR
$58M
SWF LLC
$1.15B
Top holdings
1
VANGUARD INDEX FDS
$549M
2
BERKSHIRE HATHAWAY INC DEL
$316M
3
ISHARES TR
$215M
HEARTWOOD WEALTH ADVISORS LLC
$1.15B
Top holdings
1
VANGUARD INDEX FDS
$297M
2
ISHARES TR
$249M
3
SCHWAB STRATEGIC TR
$55M
HENGEHOLD CAPITAL MANAGEMENT LLC
$1.14B
Top holdings
1
SCHWAB STRATEGIC TR
$266M
2
ISHARES TR
$160M
3
INVESCO EXCH TRD SLF IDX FD
$145M
SPARTAN WEALTH ADVISORY SERVICES LLC
$1.14B
Top holdings
1
MICRON TECHNOLOGY INC
$72.5M
2
ALPHABET INC
$59.8M
3
APPLE INC
$52.4M
BANCO BTG PACTUAL S.A.
$1.14B
Top holdings
1
ISHARES INC
$273M
2
ISHARES TR
$150M
3
STATE STR SPDR S&P 500 ETF T
$65M
WESCOTT FINANCIAL ADVISORY GROUP, LLC
$1.14B
Top holdings
1
ISHARES TR
$317M
2
VANGUARD INDEX FDS
$192M
3
DIMENSIONAL ETF TRUST
$188M
ROSSMORE PRIVATE CAPITAL
$1.14B
Top holdings
1
ISHARES TR
$191M
2
EXXON MOBIL CORP
$90M
3
CHEVRON CORPORATION
$56.4M
NORTHSIDE CAPITAL MANAGEMENT, LLC
$1.14B
Top holdings
1
ISHARES TR
$186M
2
SPDR GOLD TR
$61.3M
3
ALPHABET INC
$48.1M
