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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
VALICENTI ADVISORY SERVICES INC
$459M
Top holdings
1
SCHWAB STRATEGIC TR
$56.5M
2
APPLE INC
$27.2M
3
AMAZON COM INC
$22.6M
ANCIENT ART, L.P.
$459M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$86.2M
2
UPWORK INC
$65.3M
3
ECHOSTAR CORP
$63.8M
UNITED AMERICAN SECURITIES INC.
$458M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$147M
2
AMAZON COM INC
$69.6M
3
ALPHABET INC
$54.8M
OLSTEIN CAPITAL MANAGEMENT, L.P.
$458M
Top holdings
1
DISNEY WALT CO
$10M
2
SENSATA TECHNOLOGIES HLDG PL
$9.8M
3
AVANTOR INC
$9.49M
ALLIANCE WEALTH MANAGEMENT GROUP
$457M
Top holdings
1
ISHARES TR
$177M
2
SCHWAB STRATEGIC TR
$157M
3
SPDR SERIES TRUST
$51.1M
MADRONA FINANCIAL SERVICES, LLC
$457M
Top holdings
1
ISHARES TR
$83.2M
2
INVESCO QQQ TR
$37.7M
3
NORTHERN LTS FD TR IV
$28.7M
FARRINGDON CAPITAL, LTD.
$457M
Top holdings
1
ISHARES TR
$12.1M
2
ISHARES BITCOIN TRUST ETF
$11.8M
3
STATE STR SPDR S&P 500 ETF T
$10.5M
B. RILEY FINANCIAL, INC.
$456M
Top holdings
1
BABCOCK & WILCOX ENTERPRISES
$403M
2
DOUBLEDOWN INTERACTIVE CO LT
$29.3M
3
SEQUANS COMMUNICATIONS S A
$4.45M
ELDRIDGE INVESTMENT ADVISORS, INC.
$456M
Top holdings
1
ISHARES TR
$117M
2
SPDR SERIES TRUST
$60.8M
3
J P MORGAN EXCHANGE TRADED F
$41.7M
LANDAAS & CO
$456M
Top holdings
1
ISHARES TR
$199M
2
VANGUARD INDEX FDS
$120M
3
DIMENSIONAL ETF TRUST
$34.5M
HALTER FERGUSON FINANCIAL INC.
$456M
Top holdings
1
TESLA INC
$218M
2
INVESCO QQQ TR
$42M
3
UPSTART HLDGS INC
$37.6M
FWL INVESTMENT MANAGEMENT, LLC
$456M
Top holdings
1
CHENIERE ENERGY INC
$27.5M
2
SPDR SERIES TRUST
$25.5M
3
ALPS ETF TR
$25M
ENTRUST GLOBAL PARTNERS L L C
$456M
Top holdings
1
DEUTSCHE BK AG
$352M
2
FLYEXCLUSIVE INC
$54.8M
3
STUBHUB HLDGS INC
$30.3M
ADAMS WEALTH MANAGEMENT
$455M
Top holdings
1
SCHWAB STRATEGIC TR
$68.2M
2
ISHARES TR
$65.3M
3
ISHARES INC
$33.7M
HEROLD ADVISORS, INC.
$455M
Top holdings
1
AMERICAN CENTY ETF TR
$39.2M
2
DIMENSIONAL ETF TRUST
$24.4M
3
APPLE INC
$21.3M
WEST MICHIGAN ADVISORS, LLC
$455M
Top holdings
1
GENTEX CORP
$39.2M
2
ISHARES TR
$25.3M
3
AMPLIFY ETF TR
$16.5M
AM INVESTMENT STRATEGIES LLC
$455M
Top holdings
1
APPLE INC
$73.9M
2
BERKSHIRE HATHAWAY INC DEL
$57.8M
3
AMAZON COM INC
$42.4M
GARDEN STATE INVESTMENT ADVISORY SERVICES LLC
$455M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$27.4M
2
T ROWE PRICE ETF INC
$27M
3
J P MORGAN EXCHANGE TRADED F
$26.3M
ARIES WEALTH MANAGEMENT
$455M
Top holdings
1
ISHARES TR
$74.3M
2
VANGUARD INDEX FDS
$67.6M
3
APPLE INC
$21.9M
TWELVE POINTS WEALTH MANAGEMENT LLC
$455M
Top holdings
1
ISHARES TR
$87.1M
2
SPDR SERIES TRUST
$52M
3
VANECK ETF TRUST
$25.9M
