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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
GATOR CAPITAL MANAGEMENT, LLC
$489M
Top holdings
1
ROBINHOOD MKTS INC
$49.4M
2
COMPASS INC
$19.8M
3
FIRST CTZNS BANCSHARES INC D
$19.2M
KEUDELL/MORRISON WEALTH MANAGEMENT
$489M
Top holdings
1
SCHWAB STRATEGIC TR
$74.1M
2
TCW ETF TRUST
$43.2M
3
DIMENSIONAL ETF TRUST
$40.8M
ACKERMAN CAPITAL ADVISORS, LLC
$488M
Top holdings
1
SPDR SERIES TRUST
$110M
2
ISHARES TR
$87.2M
3
VANGUARD WHITEHALL FDS
$52.1M
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
$488M
Top holdings
1
APA CORPORATION
$14.7M
2
TAIWAN SEMICONDUCTOR MANUFAC
$14M
3
KLA CORP
$12M
ROSENBERG MATTHEW HAMILTON
$488M
Top holdings
1
SPDR SERIES TRUST
$78.8M
2
J P MORGAN EXCHANGE TRADED F
$69.3M
3
SCHWAB STRATEGIC TR
$47.2M
KENDALL CAPITAL MANAGEMENT
$488M
Top holdings
1
ISHARES TR
$40.5M
2
J P MORGAN EXCHANGE TRADED F
$37M
3
VANGUARD INDEX FDS
$36.7M
BERKSHIRE BANK
$488M
Top holdings
1
ISHARES TR
$71.1M
2
VANGUARD SCOTTSDALE FDS
$62.5M
3
STATE STR SPDR S&P 500 ETF T
$42.5M
HEADINVEST, LLC
$488M
Top holdings
1
ISHARES TR
$67.4M
2
VANGUARD INDEX FDS
$49.4M
3
MICROSOFT CORP
$15.8M
UNIVERSITY OF ILLINOIS FOUNDATION
$487M
Top holdings
1
SELECT SECTOR SPDR TR
$107M
2
ISHARES TR
$59.1M
3
INVESCO EXCHANGE TRADED FD T
$49.4M
ALJIAN CAPITAL MANAGEMENT, LLC
$487M
Top holdings
1
ALPHABET INC
$80.6M
2
APPLE INC
$72.3M
3
COSTCO WHOLESALE CORPORATION
$54.5M
SUMMIT CREEK ADVISORS LLC
$487M
Top holdings
1
LITTELFUSE INC
$18M
2
ADDUS HOMECARE CORP
$15.1M
3
CASELLA WASTE SYS INC
$14.8M
CLARITY WEALTH ADVISORS, LLC
$486M
Top holdings
1
VANGUARD INDEX FDS
$50.2M
2
ISHARES TR
$41.1M
3
APPLE INC
$34.9M
PCM ENCORE, LLC
$486M
Top holdings
1
ISHARES TR
$34.7M
2
NVIDIA CORPORATION
$23.4M
3
APPLE INC
$22.2M
RIGGS ASSET MANAGMENT CO. INC.
$486M
Top holdings
1
ISHARES TR
$60.1M
2
GLOBAL X FDS
$33.2M
3
SPDR SERIES TRUST
$29.1M
STORDAHL CAPITAL MANAGEMENT, INC.
$486M
Top holdings
1
DIMENSIONAL ETF TRUST
$152M
2
VANGUARD ADMIRAL FDS INC
$105M
3
VANGUARD INDEX FDS
$89.5M
LEGACY CAPITAL WEALTH PARTNERS, LLC
$485M
Top holdings
1
WALMART INC
$61M
2
FIRST TR EXCHNG TRADED FD VI
$26.4M
3
ISHARES TR
$23.6M
CRUSONIA WEALTH ADVISORS LLC
$485M
Top holdings
1
DIMENSIONAL ETF TRUST
$90.9M
2
VANGUARD INDEX FDS
$40.2M
3
J P MORGAN EXCHANGE TRADED F
$38.7M
GOLDEN RESERVE RETIREMENT LLC
$485M
Top holdings
1
SCHWAB STRATEGIC TR
$232M
2
VANGUARD INDEX FDS
$128M
3
INVESCO QQQ TR
$62.4M
NOBLE FAMILY WEALTH, LLC
$484M
Top holdings
1
SCHWAB STRATEGIC TR
$159M
2
VANGUARD INDEX FDS
$116M
3
ISHARES TR
$75.9M
WEDGEWOOD PARTNERS INC
$484M
Top holdings
1
ALPHABET INC
$44.8M
2
TAIWAN SEMICONDUCTOR MANUFAC
$43.7M
3
META PLATFORMS INC
$37.6M
