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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
BREHAUT DAVID PASCAL
$908M
Top holdings
1
KASPI KZ JSC
$908M
GREENWOOD CAPITAL ASSOCIATES LLC
$908M
Top holdings
1
ISHARES TR
$114M
2
J P MORGAN EXCHANGE TRADED F
$46.1M
3
APPLE INC
$35.8M
VILLERE ST DENIS J & CO LLC
$907M
Top holdings
1
CHEVRON CORPORATION
$40.4M
2
LIGAND PHARMACEUTICALS INC
$37.7M
3
JPMORGAN CHASE & CO
$37.7M
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
$907M
Top holdings
1
FEDERATED HERMES INC
$155M
2
ISHARES TR
$132M
3
SCHWAB STRATEGIC TR
$115M
STOCKMAN WEALTH MANAGEMENT, INC.
$906M
Top holdings
1
ISHARES TR
$268M
2
SELECT SECTOR SPDR TR
$46.4M
3
APPLE INC
$27.6M
REDHAWK WEALTH ADVISORS, INC.
$906M
Top holdings
1
ISHARES TR
$86.6M
2
SCHWAB STRATEGIC TR
$59.7M
3
INVESCO EXCHANGE TRADED FD T
$51.5M
HILL INVESTMENT GROUP PARTNERS, LLC
$906M
Top holdings
1
RBB FUND TRUST
$456M
2
DIMENSIONAL ETF TRUST
$270M
3
AMERICAN CENTY ETF TR
$156M
PER STIRLING CAPITAL MANAGEMENT, LLC.
$905M
Top holdings
1
ISHARES TR
$168M
2
J P MORGAN EXCHANGE TRADED F
$66.6M
3
FIRST TR EXCHNG TRADED FD VI
$47.8M
ABNER HERRMAN & BROCK LLC
$905M
Top holdings
1
NVIDIA CORPORATION
$69.5M
2
ALPHABET INC
$39.7M
3
JPMORGAN CHASE & CO
$35.7M
PERMIAN INVESTMENT PARTNERS, LP
$905M
Top holdings
1
GRIFOLS S A
$155M
2
TIC SOLUTIONS INC
$144M
3
NRG ENERGY INC
$134M
ENCAP INVESTMENTS L.P.
$905M
Top holdings
1
DEVON ENERGY CORP NEW
$534M
2
PERMIAN RESOURCES CORP
$266M
3
KIMBELL RTY PARTNERS LP
$78.6M
SENDERO WEALTH MANAGEMENT, LLC
$904M
Top holdings
1
VANGUARD INDEX FDS
$209M
2
2023 ETF SERIES TRUST
$83M
3
AMERICAN BEACON SELECT FUNDS
$75.3M
ASSET ONE WEALTH MANAGEMENT LLC
$904M
Top holdings
1
SPDR SERIES TRUST
$60M
2
ISHARES TR
$51.9M
3
MICROSOFT CORP
$39.7M
OCTAGON CAPITAL ADVISORS LP
$904M
Top holdings
1
DIANTHUS THERAPEUTICS INC
$163M
2
COGENT BIOSCIENCES INC
$90.5M
3
ABIVAX SA
$75.4M
AWM INVESTMENT COMPANY, INC.
$903M
Top holdings
1
AEHR TEST SYS
$59.1M
2
NLIGHT INC
$58.4M
3
VICOR CORP
$46.4M
EVERMAY WEALTH MANAGEMENT LLC
$902M
Top holdings
1
SPDR SERIES TRUST
$289M
2
SCHWAB STRATEGIC TR
$118M
3
ISHARES TR
$101M
PERISCOPE CAPITAL INC.
$902M
Top holdings
1
ENBRIDGE INC
$77.5M
2
ISHARES TR
$75.6M
3
PEMBINA PIPELINE CORP
$69M
GCM GROSVENOR HOLDINGS, LLC
$901M
Top holdings
1
KARMAN HLDGS INC
$266M
2
CONSTELLATION ENERGY CORP
$245M
3
MAPLEBEAR INC
$155M
GOLDSTEIN ADVISORS, LLC
$900M
Top holdings
1
ISHARES TR
$188M
2
BLACKROCK ETF TRUST
$109M
3
VICTORY PORTFOLIOS II
$98.1M
BARLOW WEALTH PARTNERS, INC.
$900M
Top holdings
1
ALPHABET INC
$73.4M
2
NVIDIA CORPORATION
$44.9M
3
MICROSOFT CORP
$42.8M
