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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
MERCK & CO., INC.
$349M
Top holdings
1
MODERNA INC
$117M
2
PERSONALIS INC
$89.5M
3
KYMERA THERAPEUTICS INC
$64.3M
LLOYD ADVISORY SERVICES, LLC.
$349M
Top holdings
1
ISHARES TR
$126M
2
CAPITOL SER TR
$57.6M
3
STERLING CAP FDS
$34.6M
KINGDOM FINANCIAL GROUP LLC.
$349M
Top holdings
1
ISHARES TR
$126M
2
CAPITOL SER TR
$57.6M
3
STERLING CAP FDS
$34.6M
GLOBAL ASSETS ADVISORY, LLC
$349M
Top holdings
1
ISHARES TR
$26.2M
2
NVIDIA CORPORATION
$21.7M
3
FIDELITY NATL INFORMATION SV
$18.4M
CARMEL CAPITAL MANAGEMENT L.L.C.
$349M
Top holdings
1
BROADCOM INC
$43.8M
2
VISTRA CORP
$38.3M
3
APPLIED MATLS INC
$30.4M
ENDEAVOR PRIVATE WEALTH, INC.
$349M
Top holdings
1
ISHARES TR
$113M
2
AMERICAN CENTY ETF TR
$32M
3
BLACKROCK ETF TRUST
$26.2M
IRONWOOD WEALTH MANAGEMENT, LLC.
$349M
Top holdings
1
ISHARES TR
$202M
2
VANGUARD SCOTTSDALE FDS
$44.9M
3
ISHARES INC
$43.9M
NOKOMIS CAPITAL, L.L.C.
$349M
Top holdings
1
I-80 GOLD CORP
$46.1M
2
COEUR MNG INC
$31.2M
3
LITHIA MTRS INC
$18.8M
11 CAPITAL PARTNERS LP
$348M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$39.7M
2
MOODYS CORP
$23.1M
3
DANAHER CORP DEL
$23M
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
$348M
Top holdings
1
DIMENSIONAL ETF TRUST
$244M
2
AMERICAN CENTY ETF TR
$35.3M
3
PIMCO ETF TR
$24.4M
LOM ASSET MANAGEMENT LTD
$348M
Top holdings
1
ISHARES TR
$28M
2
ALPHABET INC
$14.1M
3
VANGUARD INDEX FDS
$13.9M
ARGOS WEALTH ADVISORS, LLC
$348M
Top holdings
1
WORLD GOLD TR
$72.3M
2
ISHARES GOLD TR
$37.9M
3
SPDR GOLD TR
$28.9M
GILL CAPITAL PARTNERS, LLC
$348M
Top holdings
1
VANGUARD INDEX FDS
$59.7M
2
INNOVATOR ETFS TRUST
$51.3M
3
SCHWAB STRATEGIC TR
$50.8M
WEYBOSSET RESEARCH & MANAGEMENT LLC
$347M
Top holdings
1
FTAI AVIATION LTD
$29.4M
2
KEYSIGHT TECHNOLOGIES INC
$28.7M
3
DEERE & CO
$26.1M
WINMILL & CO. INC
$347M
Top holdings
1
ALPHABET INC
$31.3M
2
STEEL DYNAMICS INC
$30.4M
3
LAM RESEARCH CORP
$23.3M
FI3 FINANCIAL ADVISORS, LLC
$346M
Top holdings
1
ISHARES TR
$102M
2
VANGUARD TAX-MANAGED FDS
$41.5M
3
VANGUARD INDEX FDS
$25.8M
VANCE WEALTH, LLC
$346M
Top holdings
1
DIMENSIONAL ETF TRUST
$164M
2
ISHARES TR
$40.9M
3
VANGUARD SCOTTSDALE FDS
$19.8M
CGC FINANCIAL SERVICES, LLC
$346M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$122M
2
ISHARES TR
$87.3M
3
SCHWAB STRATEGIC TR
$50.1M
MARINER INVESTMENT GROUP LLC
$346M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$120M
2
ALIBABA GROUP HLDG LTD
$34.7M
3
FLUOR CORP
$31M
PRAIRIEWOOD CAPITAL, LLC
$346M
Top holdings
1
SCHWAB STRATEGIC TR
$210M
2
SPDR INDEX SHS FDS
$18.8M
3
AMERICAN CENTY ETF TR
$13.6M
