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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
JOHN G ULLMAN & ASSOCIATES INC
$754M
Top holdings
1
CORNING INC
$43.5M
2
TAIWAN SEMICONDUCTOR MANUFAC
$40.8M
3
EMERSON ELEC CO
$32.8M
HMI CAPITAL MANAGEMENT, L.P.
$754M
Top holdings
1
COUPANG INC
$111M
2
AMAZON COM INC
$110M
3
NCINO INC
$102M
FIDUCIARY FINANCIAL GROUP, LLC
$754M
Top holdings
1
DIMENSIONAL ETF TRUST
$181M
2
ISHARES TR
$138M
3
SCHWAB STRATEGIC TR
$56M
FRONT STREET CAPITAL MANAGEMENT, INC.
$754M
Top holdings
1
LUMEN TECHNOLOGIES INC
$87.5M
2
COGNEX CORP
$64.8M
3
GE AEROSPACE
$55.3M
POLIANTA LTD
$754M
Top holdings
1
ISHARES TR
$521M
2
ISHARES INC
$45.1M
3
FIRST TR EXCHANGE-TRADED FD
$27.6M
RESOURCES MANAGEMENT CORP
$753M
Top holdings
1
APPLE INC
$48.8M
2
AMPHENOL CORP
$38.7M
3
MICROSOFT CORP
$32.9M
ECLECTIC ASSOCIATES INC
$753M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
VANGUARD INDEX FDS
$63.9M
3
PIMCO ETF TR
$53.4M
ABC ARBITRAGE SA
$753M
Top holdings
1
VODAFONE GROUP PLC
$50M
2
DIAGEO PLC
$37.7M
3
SHELL PLC
$37.1M
GCQ FUNDS MANAGEMENT PTY LTD
$753M
Top holdings
1
AMAZON COM INC
$135M
2
UBER TECHNOLOGIES INC
$105M
3
INTUIT
$99.2M
TALON PRIVATE WEALTH, LLC
$753M
Top holdings
1
INNOVATOR ETFS TRUST
$237M
2
ISHARES TR
$74.8M
3
ETF SER SOLUTIONS
$59M
WALLINGTON ASSET MANAGEMENT, LLC
$752M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$80.3M
2
LINDE PLC
$35.1M
3
TJX COS INC NEW
$34.1M
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD.
$752M
Top holdings
1
SPORTRADAR GROUP AG
$489M
2
ZILLOW GROUP INC
$130M
3
LEGALZOOM COM INC
$93M
PETERSON WEALTH ADVISORS, LLC
$752M
Top holdings
1
SPDR SERIES TRUST
$260M
2
J P MORGAN EXCHANGE TRADED F
$187M
3
SPDR INDEX SHS FDS
$88.1M
AMERICAN FINANCIAL ADVISORS, LLC
$750M
Top holdings
1
INVESCO QQQ TR
$73.8M
2
ISHARES TR
$72.9M
3
VANGUARD SCOTTSDALE FDS
$68.6M
CORNERSTONE PLANNING GROUP LLC
$749M
Top holdings
1
ISHARES TR
$229M
2
INVESCO EXCH TRADED FD TR II
$81.7M
3
SCHWAB STRATEGIC TR
$76.9M
MANCHESTER GLOBAL MANAGEMENT UK LTD
$749M
Top holdings
1
AMAZON COM INC
$106M
2
ANALOG DEVICES INC
$72M
3
ALPHABET INC
$58.5M
BDF-GESTION
$749M
Top holdings
1
NVIDIA CORPORATION
$76.2M
2
APPLE INC
$72.6M
3
MICROSOFT CORP
$55.8M
BREAKWATER CAPITAL GROUP
$747M
Top holdings
1
ISHARES TR
$159M
2
INVESCO EXCHANGE TRADED FD T
$59.7M
3
VANGUARD INDEX FDS
$32.7M
POWER CORP OF CANADA
$745M
Top holdings
1
FRANKLIN RESOURCES INC
$745M
CONVERSANT CAPITAL LLC
$745M
Top holdings
1
SONIDA SENIOR LIVING INC
$471M
2
INVITATION HOMES INC
$31.1M
3
JANUS LIVING INC
$28.5M
