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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
INTERCHANGE CAPITAL PARTNERS, LLC
$317M
Top holdings
1
ISHARES TR
$53.9M
2
J P MORGAN EXCHANGE TRADED F
$23.6M
3
APPLE INC
$17.2M
HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC
$317M
Top holdings
1
DIMENSIONAL ETF TRUST
$57.8M
2
AMERICAN CENTY ETF TR
$52.3M
3
PIMCO ETF TR
$40.3M
ARKFELD WEALTH STRATEGIES, L.L.C.
$316M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$46.3M
2
AMAZON COM INC
$36.3M
3
ALPHABET INC
$21.3M
GERALD BAKER FINANCIAL GROUP LLC
$316M
Top holdings
1
ISHARES TR
$62.1M
2
EXXON MOBIL CORP
$24M
3
VANGUARD SPECIALIZED FUNDS
$19.4M
MTM INVESTMENT MANAGEMENT, LLC
$316M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$21.2M
2
ISHARES TR
$15.4M
3
APPLE INC
$11.7M
MARS JEWETT FINANCIAL GROUP, INC.
$316M
Top holdings
1
DIMENSIONAL ETF TRUST
$195M
2
JANUS DETROIT STR TR
$30.2M
3
MICROSOFT CORP
$28.1M
KHIS CUSTODIAN LP
$316M
Top holdings
1
KARMAN HLDGS INC
$316M
WATERFORD ADVISORS, LLC
$315M
Top holdings
1
ISHARES TR
$68.3M
2
VANGUARD INDEX FDS
$64.3M
3
VANGUARD BD INDEX FDS
$45M
ORION INVESTMENT CO
$315M
Top holdings
1
MICROSOFT CORP
$39.6M
2
REGENERON PHARMACEUTICALS
$23.8M
3
PALANTIR TECHNOLOGIES INC
$19.7M
VERT ASSET MANAGEMENT LLC
$315M
Top holdings
1
EQUINIX INC
$28.6M
2
DIGITAL RLTY TR INC
$23.9M
3
SIMON PPTY GROUP INC NEW
$23.7M
SEVEN FLEET CAPITAL MANAGEMENT LP
$315M
Top holdings
1
CG ONCOLOGY INC
$103M
2
TANGO THERAPEUTICS INC
$16.8M
3
ENLIVEN THERAPEUTICS INC
$10.2M
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
$315M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$26.3M
2
AMAZON COM INC
$18.1M
3
VANGUARD INDEX FDS
$15.1M
NINE TEN CAPITAL MANAGEMENT LLC
$315M
Top holdings
1
GPGI INC
$49.7M
2
CELLEBRITE DI LTD
$47.5M
3
STONEX GROUP INC
$46.8M
SPECTRUM ASSET MANAGEMENT, INC. NB
$315M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$51.1M
2
WELLS FARGO & CO
$33M
3
SCHWAB STRATEGIC TR
$29.5M
HERITAGE OAK WEALTH ADVISORS LLC
$315M
Top holdings
1
WALMART INC
$135M
2
ISHARES TR
$38M
3
SPDR SERIES TRUST
$33.4M
ESSENTIAL PLANNING, LLC.
$315M
Top holdings
1
DIMENSIONAL ETF TRUST
$132M
2
VANGUARD BD INDEX FDS
$61.5M
3
VANGUARD INDEX FDS
$28M
WHITEGATE INVESTMENT COUNSELORS, INC.
$315M
Top holdings
1
VANGUARD INDEX FDS
$91.3M
2
ISHARES TR
$67.7M
3
BERKSHIRE HATHAWAY INC DEL
$37.1M
INVESTMENT ADVISORY SERVICES INC
$314M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$34.7M
2
INVESCO QQQ TR
$30.1M
3
FIDELITY COVINGTON TRUST
$19.1M
ERTS WEALTH ADVISORS, LLC
$314M
Top holdings
1
ISHARES TR
$162M
2
SPDR SERIES TRUST
$122M
3
VANGUARD INDEX FDS
$27M
TANDEM FINANCIAL, LLC
$314M
Top holdings
1
ISHARES TR
$77.3M
2
INVESCO QQQ TR
$29.4M
3
VANECK ETF TRUST
$23.6M
