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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
BCGM WEALTH MANAGEMENT, LLC
$398M
Top holdings
1
ISHARES TR
$97.7M
2
BLACKROCK ETF TRUST
$37.1M
3
J P MORGAN EXCHANGE TRADED F
$25.1M
LONGVIEW WEALTH MANAGEMENT
$398M
Top holdings
1
ISHARES TR
$59.8M
2
SCHWAB STRATEGIC TR
$50.7M
3
VANGUARD INDEX FDS
$33.5M
SEARLE & CO.
$398M
Top holdings
1
APPLE INC
$23.2M
2
MICROSOFT CORP
$14.9M
3
CATERPILLAR INC
$13.9M
KELLY FINANCIAL GROUP LLC
$398M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$207M
2
ISHARES TR
$67.3M
3
DIMENSIONAL ETF TRUST
$51.6M
TRUEWEALTH ADVISORS, LLC
$398M
Top holdings
1
TIDAL TRUST I
$33.7M
2
FIDELITY MERRIMACK STR TR
$27.6M
3
CAPITAL GRP FIXED INCM ETF T
$24.3M
VISION CAPITAL CORP
$397M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$152M
2
EQUINIX INC
$58.6M
3
SUN CMNTYS INC
$41.7M
DOCKSIDE LLC
$397M
Top holdings
1
EXPAND ENERGY CORPORATION
$14M
2
PERMIAN RESOURCES CORP
$13.8M
3
MATADOR RES CO
$9.2M
ELEVATED CAPITAL ADVISORS, LLC
$397M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$54.8M
2
VANGUARD INDEX FDS
$24.3M
3
AIM ETF PRODUCTS TRUST
$24M
LANSING STREET ADVISORS
$397M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
ISHARES TR
$75.9M
3
VANGUARD MALVERN FDS
$19.9M
TWIN PEAKS WEALTH ADVISORS, LLC
$397M
Top holdings
1
ISHARES TR
$99.2M
2
FIRST TR EXCHANGE-TRADED FD
$33.9M
3
FIRST TR EXCHNG TRADED FD VI
$28.8M
RFG HOLDINGS, INC.
$397M
Top holdings
1
VANGUARD INDEX FDS
$155M
2
PIMCO ETF TR
$39M
3
INVESCO QQQ TR
$35.8M
LISANTI CAPITAL GROWTH, LLC
$397M
Top holdings
1
FIVE BELOW INC
$9.74M
2
PATTERSON-UTI ENERGY INC
$9.71M
3
CARPENTER TECHNOLOGY CORP
$8.27M
GRAY FOUNDATION
$397M
Top holdings
1
HILTON WORLDWIDE HLDGS INC
$222M
2
ISHARES TR
$97.5M
3
ALPHABET INC
$32.1M
PLATINUM INVESTMENT MANAGEMENT LTD
$397M
Top holdings
1
ZTO EXPRESS CAYMAN INC
$50.2M
2
TRIP COM GROUP LTD
$18.9M
3
DINGDONG CAYMAN LTD
$16.7M
EMG HOLDINGS, L.P.
$397M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$267M
2
ISHARES TR
$29.3M
3
INVESCO EXCH TRADED FD TR II
$17.2M
NAVALIGN, LLC
$396M
Top holdings
1
FIDELITY MERRIMACK STR TR
$47M
2
ISHARES TR
$39.6M
3
SPDR SERIES TRUST
$37.7M
LPWM LLC
$396M
Top holdings
1
ISHARES TR
$162M
2
VANGUARD SCOTTSDALE FDS
$79.9M
3
J P MORGAN EXCHANGE TRADED F
$30.3M
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD
$396M
Top holdings
1
GDS HLDGS LTD
$396M
INDEX VENTURE LIFE ASSOCIATES VI LTD
$396M
Top holdings
1
CENTESSA PHARMACEUTICALS PLC
$396M
PCG WEALTH ADVISORS, LLC
$395M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$51.7M
2
AMERICAN CENTY ETF TR
$40.9M
3
INVESCO EXCHANGE TRADED FD T
$30.3M
