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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
DIVISAR CAPITAL MANAGEMENT LLC
$392M
Top holdings
1
ONTO INNOVATION INC
$39.6M
2
ULTRA CLEAN HLDGS INC
$26.1M
3
POLARIS INC
$26M
RIPOSTE CAPITAL LLC
$392M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$108M
2
ISHARES TR
$41.7M
3
MASTEC INC
$22.5M
WELLINGTON SHIELDS & CO., LLC
$392M
Top holdings
1
APPLE INC
$27.7M
2
MICROSOFT CORP
$25.8M
3
ALPHABET INC
$14.9M
SUNFLOWER BANK, N.A.
$392M
Top holdings
1
ISHARES TR
$58.1M
2
VANGUARD INDEX FDS
$58M
3
VANGUARD MUN BD FDS
$44.7M
EUCLIDEAN CAPITAL LLC
$392M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$244M
2
VANGUARD INDEX FDS
$102M
3
ISHARES TR
$17.3M
HIGHLINE WEALTH PARTNERS LLC
$392M
Top holdings
1
ISHARES TR
$46.7M
2
J P MORGAN EXCHANGE TRADED F
$43.3M
3
JANUS DETROIT STR TR
$37M
LEVEL FINANCIAL ADVISORS
$392M
Top holdings
1
DIMENSIONAL ETF TRUST
$107M
2
VANGUARD INDEX FDS
$86.7M
3
VANGUARD SCOTTSDALE FDS
$57.4M
BOLTWOOD CAPITAL MANAGEMENT
$392M
Top holdings
1
ISHARES TR
$77.1M
2
FLEXSHARES TR
$59.9M
3
SCHWAB STRATEGIC TR
$45.7M
HOLLOW BROOK WEALTH MANAGEMENT LLC
$392M
Top holdings
1
WORLD GOLD TR
$113M
2
DORCHESTER MINERALS L P
$21.8M
3
BERKSHIRE HATHAWAY INC DEL
$19.5M
BUCKLEY WEALTH MANAGEMENT, LLC
$392M
Top holdings
1
APPLE INC
$39.4M
2
ALPHABET INC
$26.4M
3
MICROSOFT CORP
$25.8M
INLET PRIVATE WEALTH, LLC
$392M
Top holdings
1
APPLE INC
$18.6M
2
ALPHABET INC
$16.6M
3
MCKESSON CORP
$15.3M
TURAS CAPITAL MANAGEMENT LP
$392M
Top holdings
1
CANADIAN NAT RES LTD MED TER
$44.5M
2
TRANSFORCE INC
$42.8M
3
DIAMONDBACK ENERGY INC
$39.9M
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
$392M
Top holdings
1
ISHARES TR
$43.9M
2
J P MORGAN EXCHANGE TRADED F
$25.5M
3
SPDR SERIES TRUST
$20.5M
BOS ASSET MANAGEMENT, LLC
$392M
Top holdings
1
ISHARES TR
$65M
2
AB ACTIVE ETFS INC
$53.4M
3
DIMENSIONAL ETF TRUST
$37.1M
MEZZASALMA ADVISORS, LLC
$391M
Top holdings
1
ALPHABET INC
$25.6M
2
TESLA INC
$25M
3
APPLE INC
$24.2M
SCHUSTERMAN INTERESTS, LLC
$391M
Top holdings
1
KARMAN HLDGS INC
$164M
2
INVESCO EXCHANGE TRADED FD T
$120M
3
STATE STR SPDR S&P 500 ETF T
$87.1M
RINKEY INVESTMENTS
$391M
Top holdings
1
ISHARES TR
$102M
2
VANGUARD INDEX FDS
$51.8M
3
SPDR SERIES TRUST
$50.5M
LESTER MURRAY ANTMAN DBA SIMPLYRICH
$391M
Top holdings
1
ALPHABET INC
$45.1M
2
ISHARES TR
$41.2M
3
APPLE INC
$27.2M
PROSTATIS GROUP LLC
$391M
Top holdings
1
THOR FINL TECHNOLOGIES TR
$66.5M
2
ISHARES TR
$46.6M
3
SPDR SERIES TRUST
$26.3M
55 NORTH PRIVATE WEALTH, LLC
$391M
Top holdings
1
DIMENSIONAL ETF TRUST
$149M
2
AMERICAN CENTY ETF TR
$38.6M
3
VANGUARD BD INDEX FDS
$26.6M
