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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
PARADIEM, LLC
$454M
Top holdings
1
SCHWAB STRATEGIC TR
$56.3M
2
ISHARES TR
$34.6M
3
INVESCO EXCH TRD SLF IDX FD
$29.5M
BARRY INVESTMENT ADVISORS, LLC
$454M
Top holdings
1
SCHWAB STRATEGIC TR
$46.8M
2
VANGUARD WHITEHALL FDS
$41.5M
3
VANGUARD SCOTTSDALE FDS
$40.3M
PEDDOCK CAPITAL ADVISORS, LLC
$453M
Top holdings
1
ISHARES TR
$78.2M
2
NVIDIA CORPORATION
$61.8M
3
APPLE INC
$25.7M
VODAFONE VENTURES LTD
$453M
Top holdings
1
AST SPACEMOBILE INC
$453M
ACT TWO INVESTORS LLC
$453M
Top holdings
1
ALPHABET INC
$71.5M
2
MICROSOFT CORP
$52.8M
3
AMAZON COM INC
$37M
WALLER FINANCIAL PLANNING GROUP, INC
$453M
Top holdings
1
ISHARES TR
$167M
2
SPDR SERIES TRUST
$128M
3
VANGUARD INDEX FDS
$63.6M
BULLTICK WEALTH MANAGEMENT, LLC
$453M
Top holdings
1
ISHARES TR
$101M
2
SPDR GOLD TR
$26.3M
3
NVIDIA CORPORATION
$20.4M
COMPTON FINANCIAL GROUP, LLC
$453M
Top holdings
1
SPDR SERIES TRUST
$276M
2
SPDR INDEX SHS FDS
$42.5M
3
CAPITAL GRP FIXED INCM ETF T
$26.5M
WOLFF FINANCIAL MANAGEMENT LLC
$453M
Top holdings
1
VANGUARD INDEX FDS
$123M
2
VANGUARD SCOTTSDALE FDS
$59.7M
3
ISHARES TR
$50.8M
ADDISON ADVISORS LLC
$452M
Top holdings
1
ISHARES TR
$69M
2
INVESCO EXCH TRD SLF IDX FD
$48.9M
3
DIMENSIONAL ETF TRUST
$35.9M
BLANKINSHIP & FOSTER, LLC
$452M
Top holdings
1
DIMENSIONAL ETF TRUST
$118M
2
VANGUARD INDEX FDS
$95.6M
3
ISHARES TR
$71M
WATERWAY WEALTH MANAGEMENT, LLC
$452M
Top holdings
1
ISHARES TR
$196M
2
WISDOMTREE TR
$56.7M
3
PIMCO ETF TR
$45.6M
ESSEX SAVINGS BANK
$452M
Top holdings
1
ISHARES TR
$30.3M
2
EXXON MOBIL CORP
$29.6M
3
CHEVRON CORPORATION
$27.4M
LEVERTY FINANCIAL GROUP, LLC
$452M
Top holdings
1
ISHARES TR
$264M
2
J P MORGAN EXCHANGE TRADED F
$66.8M
3
CAPITAL GRP FIXED INCM ETF T
$48.2M
HGC INVESTMENT MANAGEMENT INC.
$451M
Top holdings
1
ARTIUS II ACQUISITION INC
$16M
2
ALDABRA 4 LQDTY OPP VEH INC
$14.4M
3
SIDDHI ACQUISITION CORP
$13.2M
MARION WEALTH MANAGEMENT
$451M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$84M
2
ISHARES TR
$52.2M
3
VANGUARD INDEX FDS
$28.4M
CDAM UK LTD
$451M
Top holdings
1
CORE & MAIN INC
$62.4M
2
CRH PLC
$60.9M
3
COLLIERS INTL GROUP INC
$52.6M
LIND VALUE II APS
$451M
Top holdings
1
CHARTER COMMUNICATIONS INC
$202M
2
BLUE OWL CAPITAL INC
$139M
3
INGRAM MICRO HLDG CORP
$69.1M
SW INVESTMENT MANAGEMENT LLC
$451M
Top holdings
1
UBIQUITI INC
$113M
2
SKYWEST INC
$82.6M
3
GARMIN LTD
$63.8M
MAGNITUDE CAPITAL, LLC
$450M
Top holdings
1
HAMILTON INSURANCE GROUP LTD
$450M
