Trending
Tree map
Stacked
Scatter
Network
Map
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
SENTRY LLC
$314M
Top holdings
1
FEDEX CORP
$126M
2
ISHARES TR
$16.1M
3
CATERPILLAR INC
$13.2M
MOSELEY INVESTMENT MANAGEMENT INC
$314M
Top holdings
1
ISHARES TR
$60.5M
2
BERKSHIRE HATHAWAY INC DEL
$19.8M
3
APPLE INC
$17.5M
AMELIORA WEALTH MANAGEMENT LTD.
$314M
Top holdings
1
ISHARES TR
$108M
2
SPDR SERIES TRUST
$24.1M
3
ETFS GOLD TR
$21M
PURUS WEALTH MANAGEMENT, LLC
$314M
Top holdings
1
NVIDIA CORPORATION
$46.6M
2
FIRST TR EXCHANGE-TRADED FD
$16.5M
3
COSTCO WHOLESALE CORPORATION
$15.9M
ETESIAN WEALTH ADVISORS, INC.
$313M
Top holdings
1
ISHARES TR
$44.5M
2
WISDOMTREE TR
$43M
3
J P MORGAN EXCHANGE TRADED F
$23.9M
NOVA R WEALTH, INC.
$313M
Top holdings
1
ISHARES TR
$61.3M
2
VANGUARD SCOTTSDALE FDS
$48.4M
3
AMERICAN CENTY ETF TR
$32.7M
JUNIPER INVESTMENT COMPANY, LLC
$313M
Top holdings
1
LINCOLN EDL SVCS CORP
$78.9M
2
BIOVENTUS INC
$63.4M
3
ALLIENT INC
$47M
WHITE MOUNTAINS INSURANCE GROUP LTD
$313M
Top holdings
1
MEDIAALPHA INC
$166M
2
STATE STR SPDR S&P 500 ETF T
$147M
SILVER COAST INVESTMENTS LLC
$313M
Top holdings
1
ISHARES TR
$91.8M
2
VANGUARD INDEX FDS
$36.7M
3
SCHWAB STRATEGIC TR
$32.3M
FDX ADVISORS, INC.
$313M
Top holdings
1
ISHARES TR
$106M
2
SPDR SERIES TRUST
$23.9M
3
VANGUARD INDEX FDS
$19.3M
FLYNN ZITO CAPITAL MANAGEMENT, LLC
$313M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$20.8M
2
ISHARES TR
$19.9M
3
NEW YORK LIFE INVESTMENTS ET
$19.6M
GFG CAPITAL, LLC
$313M
Top holdings
1
GOLDMAN SACHS ETF TR
$63.5M
2
APPLE INC
$20.2M
3
ALPHABET INC
$15.4M
PEGASUS ASSET MANAGEMENT, INC.
$313M
Top holdings
1
SCHWAB STRATEGIC TR
$32.2M
2
APPLE INC
$20.9M
3
ALPHABET INC
$18.6M
LIFEGUIDE FINANCIAL ADVISORS, LLC
$313M
Top holdings
1
DIMENSIONAL ETF TRUST
$119M
2
SCHWAB STRATEGIC TR
$51.7M
3
ISHARES TR
$47.1M
KERCHEVILLE ADVISORS, LLC
$313M
Top holdings
1
ALPHABET INC
$23.4M
2
VANECK ETF TRUST
$22.2M
3
AGNICO EAGLE MINES LTD
$21M
STRONGBOX WEALTH, LLC
$313M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$44.4M
2
ISHARES TR
$37.5M
3
CAPITAL GROUP INTERNATIONAL
$12.9M
CALIFORNIA FIRST LEASING CORP
$312M
Top holdings
1
APPLIED MATLS INC
$30.2M
2
ALPHABET INC
$28.7M
3
MICRON TECHNOLOGY INC
$27.7M
ELYXIUM WEALTH, LLC
$312M
Top holdings
1
ISHARES TR
$51.4M
2
APPLE INC
$22.9M
3
CIENA CORP
$22.5M
MIDWEST HERITAGE BANK, FSB
$312M
Top holdings
1
DIMENSIONAL ETF TRUST
$128M
2
CAPITAL GROUP CORE EQUITY ET
$40.5M
3
CAPITAL GRP FIXED INCM ETF T
$31.4M
PORTLAND INVESTMENT COUNSEL INC.
$312M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$50.3M
2
VERIZON COMMUNICATIONS INC
$43.4M
3
SOUTH BOW CORP
$32.3M
