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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
TILSON FINANCIAL GROUP, INC.
$333M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.1M
2
VANGUARD MALVERN FDS
$49.8M
3
ISHARES TR
$34.2M
HOXTON PLANNING & MANAGEMENT, LLC
$333M
Top holdings
1
ISHARES TR
$153M
2
BLACKROCK ETF TRUST
$14.7M
3
SCHWAB STRATEGIC TR
$13.1M
INDEPENDENCE FINANCIAL ADVISORS, LLC
$333M
Top holdings
1
FIDELITY COVINGTON TRUST
$191M
2
ISHARES TR
$107M
3
SPDR GOLD TR
$12.4M
AURDAN CAPITAL MANAGEMENT, LLC
$333M
Top holdings
1
ISHARES TR
$76.1M
2
VANGUARD SPECIALIZED FUNDS
$42.9M
3
VANGUARD INDEX FDS
$21.5M
WESTEND CAPITAL MANAGEMENT, LLC
$333M
Top holdings
1
CAMECO CORP
$24.8M
2
CENTURY ALUM CO
$22.2M
3
KODIAK GAS SVCS INC
$21.6M
FAMILY LEGACY, INC.
$333M
Top holdings
1
ISHARES TR
$16.1M
2
CATERPILLAR INC
$10.2M
3
APPLE INC
$9.65M
BAKER BOYER NATIONAL BANK
$333M
Top holdings
1
DIMENSIONAL ETF TRUST
$177M
2
VANGUARD MUN BD FDS
$58.5M
3
FIDELITY MERRIMACK STR TR
$18.7M
HARBOR ADVISORY CORP
$333M
Top holdings
1
ISHARES TR
$76M
2
VANGUARD INDEX FDS
$36.2M
3
VANGUARD INTL EQUITY INDEX F
$27.1M
MCCOLLUM CHRISTOFERSON GROUP LLC
$333M
Top holdings
1
SELECT SECTOR SPDR TR
$34.7M
2
VANGUARD INDEX FDS
$26.4M
3
APPLE INC
$18.1M
MSA ADVISORS, LLC
$333M
Top holdings
1
APOLLO GLOBAL MGMT INC
$96.2M
2
STATE STR SPDR S&P 500 ETF T
$50M
3
STARBUCKS CORP
$30.8M
BEAR MOUNTAIN CAPITAL, INC.
$333M
Top holdings
1
VANGUARD INDEX FDS
$119M
2
ISHARES TR
$80.9M
3
VANGUARD SCOTTSDALE FDS
$46.4M
MADDEN SECURITIES CORP
$333M
Top holdings
1
NEOS ETF TRUST
$104M
2
SCHWAB STRATEGIC TR
$25.5M
3
NVIDIA CORPORATION
$14.6M
SARA-BAY FINANCIAL
$333M
Top holdings
1
HELIOS TECHNOLOGIES INC
$74.7M
2
NVIDIA CORPORATION
$55.6M
3
CENTRUS ENERGY CORP
$26.7M
LFL ADVISERS, LLC
$332M
Top holdings
1
BANK NEW YORK MELLON CORP
$54.5M
2
TE CONNECTIVITY PLC
$48.9M
3
SUNBELT RENTALS HOLDINGS INC
$42.7M
RENCH WEALTH MANAGEMENT, INC.
$332M
Top holdings
1
NVIDIA CORPORATION
$30.9M
2
APPLE INC
$22.5M
3
MICROSOFT CORP
$17.6M
ATLAS BROWN,INC.
$332M
Top holdings
1
ISHARES TR
$45.8M
2
NVIDIA CORPORATION
$22.1M
3
APPLE INC
$17.3M
MONOLITH MANAGEMENT LTD
$332M
Top holdings
1
ALPHABET INC
$81M
2
TAIWAN SEMICONDUCTOR MANUFAC
$49.7M
3
SPDR SERIES TRUST
$34.5M
JUNIPER CAPITAL ADVISORS, L.P.
$332M
Top holdings
1
BAYTEX ENERGY CORP
$222M
2
PEDEVCO CORP
$110M
KNUFF & CO LLC
$332M
Top holdings
1
APPLE INC
$40M
2
MICROSOFT CORP
$22.2M
3
PROCTER & GAMBLE CO
$18.9M
360 FINANCIAL, INC.
$332M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$85.3M
2
ISHARES TR
$67.1M
3
INVESCO EXCH TRADED FD TR II
$34.1M
