Trending
Tree map
Stacked
Scatter
Network
Map
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
JOHNSON BIXBY & ASSOCIATES, LLC
$806M
Top holdings
1
ISHARES TR
$194M
2
SCHWAB STRATEGIC TR
$96.6M
3
CAPITAL GROUP DIVIDEND VALUE
$89.7M
BRIGADE CAPITAL MANAGEMENT, LP
$806M
Top holdings
1
ISHARES TR
$649M
2
LANTHEUS HLDGS INC
$93.4M
3
LUMEN TECHNOLOGIES INC
$12.8M
FLAHARTY ASSET MANAGEMENT, LLC
$806M
Top holdings
1
ISHARES TR
$78.4M
2
FIRST TR EXCHANGE-TRADED FD
$77.4M
3
PIMCO ETF TR
$73.5M
OARSMAN CAPITAL, INC.
$806M
Top holdings
1
ISHARES TR
$156M
2
SPDR SERIES TRUST
$130M
3
SCHWAB STRATEGIC TR
$79.4M
GLENDON CAPITAL MANAGEMENT LP
$805M
Top holdings
1
EXPAND ENERGY CORPORATION
$222M
2
VISTRA CORP
$94.6M
3
NRG ENERGY INC
$83.7M
CVFG LLC
$804M
Top holdings
1
SPDR SERIES TRUST
$110M
2
INVESCO EXCH TRD SLF IDX FD
$49.5M
3
INVESCO EXCH TRADED FD TR II
$28.3M
ALLY FINANCIAL INC.
$804M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$95.6M
2
ISHARES TR
$85.6M
3
AMAZON COM INC
$37.1M
LAFLEUR & GODFREY LLC
$803M
Top holdings
1
APPLE INC
$52.3M
2
JPMORGAN CHASE & CO
$36.9M
3
ISHARES TR
$32.7M
INSPIRION WEALTH ADVISORS, LLC
$803M
Top holdings
1
VANGUARD INDEX FDS
$206M
2
VANGUARD WHITEHALL FDS
$86.9M
3
JANUS DETROIT STR TR
$86.5M
ONE WEALTH ADVISORS, LLC
$803M
Top holdings
1
ISHARES TR
$358M
2
BLACKROCK ETF TRUST
$83.7M
3
SPDR SERIES TRUST
$52.9M
FINANCIAL CONSULATE, INC
$803M
Top holdings
1
SCHWAB STRATEGIC TR
$255M
2
DIMENSIONAL ETF TRUST
$148M
3
PIMCO EQUITY SER
$82.5M
ULYSSES MANAGEMENT LLC
$802M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$455M
2
SCHEIN HENRY INC
$66.7M
3
MICROSOFT CORP
$58.1M
1834 INVESTMENT ADVISORS CO
$801M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$138M
2
ISHARES TR
$127M
3
SPDR SERIES TRUST
$41.5M
ACK ASSET MANAGEMENT LLC
$801M
Top holdings
1
MATERION CORP
$68.7M
2
ADVANCED DRAIN SYS INC DEL
$53.5M
3
ATS CORPORATION
$52.1M
INFINITUM ASSET MANAGEMENT, LLC
$801M
Top holdings
1
SEA LTD
$166M
2
ARRIVENT BIOPHARMA INC
$95.7M
3
UNITY SOFTWARE INC
$93.2M
NAVITER WEALTH, LLC
$801M
Top holdings
1
ALPS ETF TR
$70.8M
2
ISHARES TR
$39.6M
3
J P MORGAN EXCHANGE TRADED F
$39.2M
LIBERTY WEALTH MANAGEMENT LLC
$800M
Top holdings
1
DIMENSIONAL ETF TRUST
$227M
2
ISHARES TR
$220M
3
BLACKROCK ETF TRUST
$49.6M
CYNOSURE GROUP, LLC
$800M
Top holdings
1
ISHARES TR
$317M
2
STATE STR SPDR S&P 500 ETF T
$68.4M
3
VANGUARD INDEX FDS
$59M
THRIVE CAPITAL MANAGEMENT, LLC
$800M
Top holdings
1
SHOPIFY INC
$106M
2
FIGMA INC
$92.9M
3
OSCAR HEALTH INC
$72.8M
CITY HOLDING CO
$800M
Top holdings
1
ISHARES TR
$87.4M
2
CITY HLDG CO
$30M
3
ALPHABET INC
$28.7M
