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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
LIGHTHOUSE FINANCIAL SERVICES INC
$443M
Top holdings
1
SELECT SECTOR SPDR TR
$153M
2
VANGUARD WORLD FD
$35.5M
3
SPDR SERIES TRUST
$29.2M
PRENTICE WEALTH MANAGEMENT LLC
$443M
Top holdings
1
ISHARES TR
$69.7M
2
FRANKLIN TEMPLETON ETF TR
$45M
3
VANGUARD INTL EQUITY INDEX F
$42.2M
ASPIRE PRIVATE CAPITAL, LLC
$443M
Top holdings
1
SPDR SERIES TRUST
$74.2M
2
VANGUARD INDEX FDS
$44.5M
3
SSGA ACTIVE TR
$35.6M
CORNERSTONE PLANNING, LLC
$443M
Top holdings
1
ISHARES TR
$95M
2
INVESCO EXCH TRD SLF IDX FD
$75.7M
3
SCHWAB STRATEGIC TR
$19.4M
GSB WEALTH MANAGEMENT, LLC
$443M
Top holdings
1
ISHARES TR
$67.5M
2
WISDOMTREE TR
$47.8M
3
SCHWAB STRATEGIC TR
$26.8M
BEACON FINANCIAL ADVISORY LLC
$443M
Top holdings
1
ISHARES TR
$48.5M
2
J P MORGAN EXCHANGE TRADED F
$38.9M
3
INNOVATOR ETFS TRUST
$20.7M
NEXT LEVEL PRIVATE LLC
$443M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$49.9M
2
AMERICAN CENTY ETF TR
$37.6M
3
FIRST TR EXCHANGE-TRADED FD
$28.6M
MILITIA CAPITAL MANAGEMENT LLC
$443M
Top holdings
1
EA SERIES TRUST
$15.5M
2
AMAZON COM INC
$12.7M
3
ISHARES TR
$12.2M
ALMITAS CAPITAL LLC
$443M
Top holdings
1
FIDELITY WISE ORIGIN BITCOIN
$90.7M
2
BLACKROCK MUN TARGET TERM TR
$33.7M
3
ASA GOLD AND PRECIOUS MTLS L
$32.6M
OPAL WEALTH ADVISORS, LLC
$442M
Top holdings
1
PUTNAM ETF TRUST
$72.8M
2
LEGG MASON ETF INVT
$49.8M
3
VANGUARD INDEX FDS
$46.2M
HEARTLAND BANK & TRUST CO
$442M
Top holdings
1
VANGUARD MALVERN FDS
$63.7M
2
ISHARES TR
$58.4M
3
FIDELITY MERRIMACK STR TR
$48M
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC
$442M
Top holdings
1
ETF SER SOLUTIONS
$21.1M
2
APPLE INC
$13.9M
3
PACER FDS TR
$12.9M
CAPITAL MANAGEMENT ASSOCIATES, INC
$442M
Top holdings
1
VANGUARD INDEX FDS
$81.8M
2
STATE STR SPDR S&P 500 ETF T
$67.4M
3
SCHWAB STRATEGIC TR
$49.3M
PERFORMA LTD US, LLC
$442M
Top holdings
1
VANGUARD INDEX FDS
$221M
2
DBX ETF TR
$59.3M
3
STATE STR SPDR S&P 500 ETF T
$53M
DE BURLO GROUP INC
$441M
Top holdings
1
APPLE INC
$32M
2
ALPHABET INC
$27.4M
3
ELI LILLY & CO
$24.4M
ENDEAVOUR CAPITAL ADVISORS INC
$441M
Top holdings
1
QCR HLDGS INC
$35M
2
SOUTHERN FIRST BANCSHARES
$33.1M
3
CALIFORNIA BANCORP
$32.2M
EWA, LLC
$441M
Top holdings
1
ISHARES TR
$184M
2
BLACKROCK ETF TRUST
$32.8M
3
ISHARES INC
$20.7M
DECKER WEALTH MANAGEMENT LLC
$441M
Top holdings
1
GLOBAL X FDS
$49.3M
2
INVESCO EXCH TRD SLF IDX FD
$38.1M
3
FIRST TR EXCHNG TRADED FD VI
$36.8M
BIRNAM OAK ADVISORS, LP
$441M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$61.8M
2
NORFOLK SOUTHN CORP
$43.6M
3
ISHARES TR
$43.2M
TRIANGLE SECURITIES WEALTH MANAGEMENT
$441M
Top holdings
1
ISHARES TR
$40.4M
2
SCHWAB STRATEGIC TR
$31.3M
3
VANGUARD WORLD FD
$20.7M
