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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
BLUESTEM WEALTH PARTNERS, LLC
$900M
Top holdings
1
ISHARES TR
$227M
2
SCHWAB STRATEGIC TR
$186M
3
BLACKROCK ETF TRUST
$67.9M
DENALI ADVISORS LLC
$900M
Top holdings
1
NVIDIA CORPORATION
$38.1M
2
APPLE INC
$30.1M
3
ALPHABET INC
$28.2M
WEALTHSHIELD PARTNERS, LLC
$898M
Top holdings
1
ISHARES TR
$220M
2
SCHWAB STRATEGIC TR
$69.7M
3
SPDR SERIES TRUST
$45.3M
GLOBAL ENDOWMENT MANAGEMENT, LP
$896M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$159M
2
VANGUARD INDEX FDS
$125M
3
VANGUARD STAR FDS
$111M
IAG WEALTH PARTNERS, LLC
$896M
Top holdings
1
SPDR SERIES TRUST
$139M
2
J P MORGAN EXCHANGE TRADED F
$92.9M
3
ISHARES TR
$90.4M
INSIGHT WEALTH STRATEGIES, LLC
$896M
Top holdings
1
ISHARES TR
$160M
2
INVESCO EXCH TRADED FD TR II
$58.2M
3
CHEVRON CORPORATION
$36.3M
WATER ISLAND CAPITAL LLC
$896M
Top holdings
1
ELECTRONIC ARTS INC
$81.5M
2
WARNER BROS DISCOVERY INC
$73.2M
3
JANUS HENDERSON GROUP PLC
$55.3M
FIRST TURN MANAGEMENT, LLC
$895M
Top holdings
1
UNITED THERAPEUTICS CORP DEL
$62.1M
2
ABIVAX SA
$51.9M
3
BRIDGEBIO PHARMA INC
$51.7M
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA.
$894M
Top holdings
1
MERCADOLIBRE INC
$351M
2
NU HLDGS LTD
$321M
3
STONECO LTD
$94.1M
BARING FINTECH FUND III MANAGERS LTD
$893M
Top holdings
1
KASPI KZ JSC
$893M
SIGNET FINANCIAL MANAGEMENT, LLC
$892M
Top holdings
1
SPDR SERIES TRUST
$139M
2
ISHARES TR
$74.6M
3
VANGUARD INDEX FDS
$43.9M
FINANCIAL MANAGEMENT PROFESSIONALS, INC.
$892M
Top holdings
1
GOLDMAN SACHS ETF TR
$165M
2
SCHWAB STRATEGIC TR
$137M
3
ISHARES TR
$95.4M
ADAMS ASSET ADVISORS, LLC
$891M
Top holdings
1
OCCIDENTAL PETE CORP
$129M
2
CALUMET INC
$115M
3
J P MORGAN EXCHANGE TRADED F
$60.4M
QUANTUM FINANCIAL ADVISORS, LLC
$891M
Top holdings
1
DIMENSIONAL ETF TRUST
$381M
2
AMERICAN CENTY ETF TR
$227M
3
ISHARES TR
$107M
JAMES INVESTMENT RESEARCH, INC.
$891M
Top holdings
1
ISHARES TR
$131M
2
NVIDIA CORPORATION
$32.5M
3
ALPHABET INC
$31.1M
PRIME CAPITAL MANAGEMENT CO LTD
$891M
Top holdings
1
TESLA INC
$268M
2
TAIWAN SEMICONDUCTOR MANUFAC
$224M
3
NVIDIA CORPORATION
$154M
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
$891M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$891M
2
COHEN & CO INC NEW
$302k
3
SURROZEN INC
$533
ZEGA INVESTMENTS, LLC
$890M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$212M
2
APPLE INC
$123M
3
SSGA ACTIVE TR
$52.8M
JAG CAPITAL MANAGEMENT, LLC
$889M
Top holdings
1
APPLE INC
$71.5M
2
NVIDIA CORPORATION
$70.3M
3
ALPHABET INC
$57.8M
KEEBECK WEALTH MANAGEMENT
$889M
Top holdings
1
ISHARES TR
$240M
2
GOLDMAN SACHS ETF TR
$98.7M
3
VANGUARD WORLD FD
$36.2M
