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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
CLUNE & ASSOCIATES, LTD.
$532M
Top holdings
1
DIMENSIONAL ETF TRUST
$175M
2
ISHARES TR
$90.4M
3
VANGUARD INDEX FDS
$49.7M
KAPITALO INVESTIMENTOS LTDA
$531M
Top holdings
1
AMAZON COM INC
$51.1M
2
ISHARES TR
$50.5M
3
ELECTRONIC ARTS INC
$43.5M
STRONG TOWER ADVISORY SERVICES
$531M
Top holdings
1
ISHARES TR
$68M
2
BLACKROCK ETF TRUST II
$28.6M
3
VANGUARD BD INDEX FDS
$23.4M
PETTINGA FINANCIAL ADVISORS LLC
$531M
Top holdings
1
ISHARES TR
$224M
2
BLACKROCK ETF TRUST
$38.9M
3
INVESCO EXCHANGE TRADED FD T
$26.6M
BALEFIRE, LLC
$531M
Top holdings
1
SPDR SERIES TRUST
$68.5M
2
ISHARES TR
$67.4M
3
VANGUARD INDEX FDS
$19.3M
USA FINANCIAL FORMULAS
$531M
Top holdings
1
ISHARES TR
$398M
2
SPDR SERIES TRUST
$23.2M
3
ISHARES S&P GSCI COMMODITY-
$18.6M
BAKER CHAD R
$530M
Top holdings
1
APPLE INC
$44.1M
2
ALPHABET INC
$35.8M
3
ANALOG DEVICES INC
$24.5M
ELEMENT POINTE ADVISORS, LLC
$530M
Top holdings
1
ISHARES TR
$308M
2
STATE STR SPDR S&P 500 ETF T
$47M
3
J P MORGAN EXCHANGE TRADED F
$21.8M
SOA WEALTH ADVISORS, LLC.
$530M
Top holdings
1
ISHARES TR
$158M
2
VANGUARD INDEX FDS
$72.9M
3
APPLE INC
$53.1M
TAPROOT MANAGEMENT LP
$530M
Top holdings
1
PERFORMANCE FOOD GROUP CO
$11M
2
WEST PHARMACEUTICAL SVSC INC
$10.9M
3
ELEVANCE HEALTH INC FORMERLY
$9.4M
OVERBROOK MANAGEMENT CORP
$529M
Top holdings
1
NVIDIA CORPORATION
$55.6M
2
ALPHABET INC
$41.1M
3
BROADCOM INC
$35M
LOUISBOURG INVESTMENTS INC.
$529M
Top holdings
1
CANADIAN NATL RY CO
$29.5M
2
ISHARES TR
$22M
3
SHOPIFY INC
$14.6M
MCNAMARA FINANCIAL SERVICES, INC.
$528M
Top holdings
1
SPDR INDEX SHS FDS
$136M
2
ISHARES TR
$116M
3
SPDR SERIES TRUST
$79.3M
SECOND LINE CAPITAL, LLC
$528M
Top holdings
1
ETF SER SOLUTIONS
$228M
2
SPDR INDEX SHS FDS
$41.1M
3
STATE STR SPDR S&P 500 ETF T
$28.8M
LINCOLN CAPITAL LLC
$528M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$88.3M
2
ALPHABET INC
$47.9M
3
MARKEL GROUP INC
$34.8M
VERUM PARTNERS LLC
$527M
Top holdings
1
ISHARES TR
$100M
2
VANGUARD INDEX FDS
$60.6M
3
VANGUARD MUN BD FDS
$46.9M
OAKMONT CORP
$526M
Top holdings
1
AMAZON COM INC
$82.1M
2
MICROSOFT CORP
$65.9M
3
MASTERCARD INCORPORATED
$62.3M
VANDERBILT UNIVERSITY
$526M
Top holdings
1
SPDR SERIES TRUST
$134M
2
INVESCO EXCHANGE TRADED FD T
$90M
3
VANGUARD INDEX FDS
$76.8M
PRAETORIAN WEALTH MANAGEMENT, INC.
$526M
Top holdings
1
VANGUARD WORLD FD
$184M
2
ISHARES TR
$151M
3
VANGUARD INDEX FDS
$108M
DUNCKER STREETT & CO INC
$526M
Top holdings
1
ISHARES TR
$31.7M
2
ALPHABET INC
$22.5M
3
BROADCOM INC
$22.2M
