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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
ACORN WEALTH ADVISORS, LLC
$343M
Top holdings
1
DIMENSIONAL ETF TRUST
$61.1M
2
SCHWAB STRATEGIC TR
$28.8M
3
VANGUARD BD INDEX FDS
$21.9M
M. KRAUS & CO
$343M
Top holdings
1
ALPHABET INC
$30.6M
2
MICROSOFT CORP
$27.8M
3
BERKSHIRE HATHAWAY - B
$20.8M
FIELDVIEW CAPITAL MANAGEMENT, LLC
$343M
Top holdings
1
FIRST CTZNS BANCSHARES INC D
$3.67M
2
WESBANCO INC
$3.45M
3
BIOGEN INC
$3.24M
VAN STRUM & TOWNE INC.
$343M
Top holdings
1
SCHWAB STRATEGIC TR
$32.4M
2
VANGUARD MALVERN FDS
$24.8M
3
VANGUARD SCOTTSDALE FDS
$21.7M
FC ADVISORY LLC
$342M
Top holdings
1
ISHARES TR
$104M
2
VANGUARD INDEX FDS
$85.6M
3
VANGUARD WORLD FD
$34.8M
CONSILIO WEALTH ADVISORS, LLC
$342M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD TAX-MANAGED FDS
$31M
3
MICROSOFT CORP
$24.8M
VECTORS RESEARCH MANAGEMENT, LLC
$342M
Top holdings
1
ISHARES TR
$38.6M
2
INVESCO EXCHANGE TRADED FD T
$24.9M
3
VANGUARD SCOTTSDALE FDS
$15.2M
REGIMEN WEALTH, LLC
$342M
Top holdings
1
ISHARES TR
$71.6M
2
SCHWAB STRATEGIC TR
$39.9M
3
DIMENSIONAL ETF TRUST
$39.1M
WIT PARTNERS ADVISORY PTE. LTD.
$342M
Top holdings
1
CROCS INC
$237M
2
SPROTT ASSET MANAGEMENT LP
$57.9M
3
AMPLIFY ETF TR
$11.5M
SLOTNIK CAPITAL, LLC
$342M
Top holdings
1
CHART INDS INC
$45.9M
2
MASIMO CORP
$42.7M
3
LIBERTY BROADBAND CORP
$34.1M
YAKIRA CAPITAL MANAGEMENT, INC.
$342M
Top holdings
1
BLACKROCK CORPOR HI YLD FD I
$30.3M
2
GIGCAPITAL9 CORP
$21.9M
3
HOLOGIC INC
$15M
GRANDVIEW ASSET MANAGEMENT LLC
$342M
Top holdings
1
NVIDIA CORPORATION
$66M
2
VANGUARD INDEX FDS
$25M
3
APPLE INC
$17.9M
SMART WEALTH LLC
$341M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$52.1M
2
AIM ETF PRODUCTS TRUST
$29.5M
3
ISHARES TR
$18M
FINDELL CAPITAL MANAGEMENT LLC
$341M
Top holdings
1
LIQUIDIA CORPORATION
$134M
2
ESTABLISHMENT LABS HLDGS INC
$56.7M
3
DAVE INC
$29.6M
SENECA FINANCIAL ADVISORS LLC
$341M
Top holdings
1
SCHWAB STRATEGIC TR
$145M
2
ISHARES TR
$68.3M
3
VANGUARD SPECIALIZED FUNDS
$32.3M
ENTRYPOINT CAPITAL, LLC
$341M
Top holdings
1
DOLBY LABORATORIES INC
$1.59M
2
SCHRODINGER INC
$1.57M
3
ROPER TECHNOLOGIES INC
$1.55M
INTERGY PRIVATE WEALTH, LLC
$341M
Top holdings
1
INVESCO QQQ TR
$68.6M
2
SCHWAB STRATEGIC TR
$51.4M
3
ISHARES TR
$38.1M
CRESTVIEW PARTNERS II GP, L.P.
$341M
Top holdings
1
VICTORY CAP HLDGS INC DEL
$268M
2
SELECT WATER SOLUTIONS INC
$59.7M
3
CAMPING WORLD HLDGS INC
$13.1M
MISSOURI TRUST & INVESTMENT CO
$341M
Top holdings
1
OREILLY AUTOMOTIVE INC
$38.8M
2
APPLE INC
$34M
3
SCHWAB STRATEGIC TR
$32.8M
KEYSTONE FINANCIAL SERVICES
$341M
Top holdings
1
ISHARES TR
$195M
2
BLACKROCK ETF TRUST
$58.6M
3
ISHARES INC
$20.1M
