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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
DASH ACQUISITIONS INC.
$480M
Top holdings
1
ALPHABET INC
$55.2M
2
AMAZON COM INC
$44.1M
3
META PLATFORMS INC
$41.3M
YELIN LAPIDOT HOLDINGS MANAGEMENT LTD.
$480M
Top holdings
1
ZIM INTEGRATED SHIPPING SERV
$86.1M
2
SELECT SECTOR SPDR TR
$44.4M
3
GLOBAL E ONLINE LTD
$26.1M
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
$480M
Top holdings
1
ENERGY TRANSFER L P
$42.2M
2
ENTERPRISE PRODS PARTNERS L
$39M
3
WESTERN MIDSTREAM PARTNERS L
$37.7M
APPLIED CAPITAL LLC
$480M
Top holdings
1
DIMENSIONAL ETF TRUST
$128M
2
STATE STR SPDR S&P 500 ETF T
$74.6M
3
VANGUARD INDEX FDS
$67.5M
SILVERLAKE WEALTH MANAGEMENT LLC
$479M
Top holdings
1
ISHARES TR
$44.8M
2
VANGUARD INDEX FDS
$32.2M
3
MICROSOFT CORP
$17.9M
RPG FAMILY WEALTH ADVISORY, LLC
$479M
Top holdings
1
ISHARES TR
$51.2M
2
SELECT SECTOR SPDR TR
$29.7M
3
J P MORGAN EXCHANGE TRADED F
$27.6M
CATALIO CAPITAL MANAGEMENT, LP
$479M
Top holdings
1
DIANTHUS THERAPEUTICS INC
$47M
2
BRIDGEBIO PHARMA INC
$32.1M
3
ASCENDIS PHARMA A/S
$29.5M
FRISCH FINANCIAL GROUP, INC.
$478M
Top holdings
1
VANGUARD INDEX FDS
$52M
2
ISHARES TR
$51.3M
3
BLACKROCK ETF TRUST
$39.3M
CLARE MARKET INVESTMENTS LLC
$478M
Top holdings
1
APPLE INC
$60.6M
2
ALPHABET INC
$53M
3
AMAZON COM INC
$49.2M
TOWNELEY CAPITAL MANAGEMENT, INC DE
$478M
Top holdings
1
VANGUARD INDEX FDS
$150M
2
VANGUARD SCOTTSDALE FDS
$71.7M
3
VANGUARD STAR FDS
$63.3M
MEDINA VALUE PARTNERS, LLC
$477M
Top holdings
1
THERMON GROUP HLDGS INC
$48.7M
2
KENNAMETAL INC
$40.3M
3
GREIF INC
$34M
BEACON HARBOR WEALTH ADVISORS, INC.
$477M
Top holdings
1
VANGUARD INDEX FDS
$54.4M
2
VANGUARD BD INDEX FDS
$33.2M
3
ISHARES TR
$21.2M
FRONTIER ASSET MANAGEMENT, LLC
$477M
Top holdings
1
ISHARES TR
$119M
2
ADVISORS INNER CIRCLE FD II
$66M
3
AMERICAN CENTY ETF TR
$65.9M
JACKSON SQUARE CAPITAL, LLC
$477M
Top holdings
1
NVIDIA CORPORATION
$36.2M
2
MICRON TECHNOLOGY INC
$35M
3
APPLE INC
$29.6M
AISLING CAPITAL MANAGEMENT LP
$476M
Top holdings
1
BRIDGEBIO PHARMA INC
$378M
2
SYNDAX PHARMACEUTICALS INC
$30.8M
3
MONTE ROSA THERAPEUTICS INC
$25.6M
PARAGON CAPITAL MANAGEMENT LTD
$476M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$65M
2
INVESCO EXCHANGE TRADED FD T
$55.4M
3
AIRBNB INC
$45.9M
CRUMLY & ASSOCIATES INC.
$476M
Top holdings
1
ISHARES TR
$71.4M
2
FIRST TR EXCHANGE TRADED FD
$58.5M
3
ETF SER SOLUTIONS
$41.4M
BROOKLYN FI, LLC
$476M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD INDEX FDS
$113M
3
VANGUARD TAX-MANAGED FDS
$46.8M
CHURCHILL FINANCIAL ADVISORS, LLC
$476M
Top holdings
1
WALMART INC
$124M
2
ISHARES TR
$44.4M
3
APPLE INC
$24M
VICKERMAN INVESTMENT ADVISORS, INC.
$476M
Top holdings
1
SELECT SECTOR SPDR TR
$129M
2
PIMCO ETF TR
$115M
3
ISHARES TR
$39.2M
