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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
ANCHOR @ 65 PTE. LTD.
$362M
Top holdings
1
AVEPOINT INC
$189M
2
TUYA INC
$172M
ELMWOOD WEALTH MANAGEMENT, INC.
$362M
Top holdings
1
ISHARES TR
$47.4M
2
INNOVATOR ETFS TRUST
$30.6M
3
J P MORGAN EXCHANGE TRADED F
$22.4M
XCEL WEALTH MANAGEMENT, LLC
$362M
Top holdings
1
AMAZON COM INC
$27.9M
2
BANK AMERICA CORP
$21.8M
3
RH
$20.9M
DONOGHUE FORLINES LLC
$361M
Top holdings
1
SPDR SERIES TRUST
$74.5M
2
BONDBLOXX ETF TRUST
$31.3M
3
ISHARES TR
$6.98M
DAYBRIGHT ADVISORY SERVICES, INC.
$361M
Top holdings
1
ISHARES TR
$136M
2
NVIDIA CORPORATION
$35.3M
3
VANGUARD INDEX FDS
$19.3M
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC
$361M
Top holdings
1
ISHARES TR
$69.5M
2
VANGUARD INDEX FDS
$38.2M
3
SCHWAB STRATEGIC TR
$36M
PENNANT INVESTORS, LP
$361M
Top holdings
1
SOLSTICE ADVANCED MATLS INC
$48.4M
2
ECHOSTAR CORP
$43.9M
3
MICROSOFT CORP
$36.8M
OLIO FINANCIAL PLANNING
$361M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
DIMENSIONAL ETF TRUST
$77.2M
3
VANGUARD TAX-MANAGED FDS
$52.4M
BRIDGE CITY CAPITAL, LLC
$361M
Top holdings
1
ENSIGN GROUP INC
$11.9M
2
STERLING INFRASTRUCTURE INC
$11.4M
3
RBC BEARINGS INC
$9.89M
PEAK PLANNING GROUP, LLC
$361M
Top holdings
1
ISHARES TR
$51.7M
2
INVESCO QQQ TR
$38.8M
3
PGIM ETF TR
$29.2M
VCI WEALTH MANAGEMENT LLC
$361M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$28.9M
2
ISHARES GOLD TR
$28M
3
VANGUARD BD INDEX FDS
$20.3M
PYA WALTMAN CAPITAL, LLC
$361M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$38.1M
2
POST HLDGS INC
$32.5M
3
T ROWE PRICE ETF INC
$29.6M
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
$361M
Top holdings
1
VANGUARD INDEX FDS
$74.4M
2
WISDOMTREE TR
$44.9M
3
ISHARES TR
$32.5M
MONIMUS CAPITAL MANAGEMENT, LP
$361M
Top holdings
1
TRIPADVISOR INC
$26.7M
2
BOOKING HOLDINGS INC
$18.9M
3
AMAZON COM INC
$15M
PROATHLETE WEALTH MANAGEMENT LLC
$361M
Top holdings
1
ISHARES TR
$242M
2
AMERICAN CENTY ETF TR
$19.7M
3
INVESCO QQQ TR
$18.1M
SK WEALTH MANAGEMENT, LLC
$360M
Top holdings
1
WISDOMTREE TR
$68M
2
GOLDMAN SACHS ETF TR
$45.8M
3
CAPITAL GROUP DIVIDEND VALUE
$40.5M
RR ADVISORS, LLC
$360M
Top holdings
1
ANTERO MIDSTREAM CORP
$34.5M
2
KINDER MORGAN INC DEL
$28.7M
3
KINETIK HOLDINGS INC
$28M
TRUE WEALTH DESIGN, LLC
$360M
Top holdings
1
DIMENSIONAL ETF TRUST
$168M
2
EA SERIES TRUST
$57.8M
3
SIMPLIFY EXCHANGE TRADED FUN
$30M
WEALTHCARE INVESTMENT PARTNERS, LLC
$360M
Top holdings
1
ISHARES TR
$43.6M
2
FIRST TR EXCHANGE-TRADED FD
$28.4M
3
INVESCO QQQ TR
$26M
BNC WEALTH MANAGEMENT, LLC
$360M
Top holdings
1
NVIDIA CORPORATION
$19.5M
2
AMAZON COM INC
$17.9M
3
APPLE INC
$17.9M
