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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
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
$988M
Top holdings
1
NAVAN INC
$661M
2
SERVICENOW INC
$160M
3
PERSONALIS INC
$52M
ROCK CREEK GROUP, LP
$988M
Top holdings
1
ISHARES TR
$446M
2
INVESCO EXCHANGE TRADED FD T
$89.8M
3
EA SERIES TRUST
$85.6M
POLYMER CAPITAL MANAGEMENT US LLC
$988M
Top holdings
1
OCCIDENTAL PETE CORP
$33M
2
NVIDIA CORPORATION
$30.3M
3
VERTIV HOLDINGS CO
$27.5M
WEALTH MANAGEMENT NEBRASKA
$987M
Top holdings
1
DIMENSIONAL ETF TRUST
$351M
2
SPDR SERIES TRUST
$279M
3
AMERICAN CENTY ETF TR
$259M
FORGE FINANCIAL SERVICES LLC
$987M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$240M
2
CAPITAL GROUP GROWTH ETF
$217M
3
CAPITAL GROUP GBL GROWTH EQT
$194M
PLANNING CENTER, INC.
$987M
Top holdings
1
DIMENSIONAL ETF TRUST
$936M
2
APPLE INC
$8.09M
3
DEERE & CO
$7.92M
POLITAN CAPITAL MANAGEMENT LP
$985M
Top holdings
1
MASIMO CORP
$816M
2
AZENTA INC
$97.7M
3
CENTENE CORP DEL
$70.9M
RODGERS & ASSOCIATES, LTD
$982M
Top holdings
1
VANGUARD INDEX FDS
$332M
2
ISHARES TR
$272M
3
SPDR SERIES TRUST
$233M
MEDICXI VENTURES MANAGEMENT JERSEY LTD
$982M
Top holdings
1
CENTESSA PHARMACEUTICALS PLC
$793M
2
NEWAMSTERDAM PHARMA COMPANY
$85.6M
3
PHATHOM PHARMACEUTICALS INC
$82.9M
EVOLUTION WEALTH ADVISORS, LLC
$981M
Top holdings
1
APPLE INC
$239M
2
STATE STR SPDR S&P 500 ETF T
$176M
3
SELECT SECTOR SPDR TR
$168M
ARMSTRONG HENRY H ASSOCIATES INC
$981M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$373M
2
MICROSOFT CORP
$233M
3
JOHNSON & JOHNSON
$78.2M
BLUEPRINT INVESTMENT PARTNERS LLC
$980M
Top holdings
1
SCHNEIDER NATIONAL INC
$161M
2
TIDAL TRUST II
$126M
3
ISHARES TR
$125M
RATIONAL ADVISORS, INC.
$980M
Top holdings
1
ISHARES TR
$131M
2
SCHWAB STRATEGIC TR
$105M
3
GLOBAL X FDS
$74.9M
SILVERARC CAPITAL MANAGEMENT, LLC
$980M
Top holdings
1
SPDR SERIES TRUST
$105M
2
KALVISTA PHARMACEUTICALS INC
$57.9M
3
DIANTHUS THERAPEUTICS INC
$54.9M
MOSAIC FAMILY WEALTH PARTNERS, LLC
$977M
Top holdings
1
DIMENSIONAL ETF TRUST
$260M
2
VANGUARD INDEX FDS
$253M
3
DBX ETF TR
$74M
FORTIS CAPITAL MANAGEMENT LLC
$977M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$230M
2
MICROSOFT CORP
$134M
3
SCHWAB STRATEGIC TR
$80.8M
PSG EQUITY L.L.C.
$977M
Top holdings
1
EVERCOMMERCE INC
$977M
BERKSHIRE MONEY MANAGEMENT, INC.
$976M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$221M
2
INNOVATOR ETFS TRUST
$147M
3
STATE STR SPDR DOW JONES IND
$95M
KIM, LLC
$976M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$195M
2
PALANTIR TECHNOLOGIES INC
$102M
3
SOUND POINT MERIDIAN CAP INC
$96.6M
UNICOM SYSTEMS, INC.
$976M
Top holdings
1
TESLA INC
$167M
2
NVIDIA CORPORATION
$132M
3
PALANTIR TECHNOLOGIES INC
$123M
