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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
PLANNED SOLUTIONS, INC.
$306M
Top holdings
1
ISHARES TR
$91.2M
2
J P MORGAN EXCHANGE TRADED F
$38.6M
3
SCHWAB STRATEGIC TR
$36.6M
EATON FINANCIAL HOLDINGS COMPANY, LLC
$305M
Top holdings
1
GOLDMAN SACHS ETF TR
$46.2M
2
WISDOMTREE TR
$21.4M
3
ISHARES TR
$16.9M
SUNPOINTE, LLC
$305M
Top holdings
1
AMERICAN CENTY ETF TR
$33.9M
2
NVIDIA CORPORATION
$18.6M
3
VANGUARD INDEX FDS
$18.3M
BREACH INLET CAPITAL MANAGEMENT, LLC
$305M
Top holdings
1
STRIDE INC
$48.5M
2
ATLANTA BRAVES HLDGS INC
$37M
3
HILTON GRAND VACATIONS INC
$36.4M
DEMARS FINANCIAL GROUP, LLC
$304M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$89.2M
2
ISHARES TR
$75M
3
BERKSHIRE HATHAWAY INC DEL
$15.7M
BOUNDLESS PLAIN HOLDINGS LTD
$304M
Top holdings
1
PDD HOLDINGS INC
$132M
2
TESLA INC
$25M
3
NVIDIA CORPORATION
$22.4M
EAST COAST ASSET MANAGEMENT, LLC.
$303M
Top holdings
1
ALPHABET INC
$49.2M
2
TESLA INC
$37.1M
3
PERIMETER SOLUTIONS INC
$33.2M
ENGAGED CAPITAL LLC
$303M
Top holdings
1
V F CORP
$79.5M
2
YETI HLDGS INC
$65.3M
3
BLACKLINE INC
$50.6M
TEJARA CAPITAL LTD
$303M
Top holdings
1
DIVERSIFIED ENERGY CO
$29.1M
2
ESTABLISHMENT LABS HLDGS INC
$17.5M
3
DNOW INC
$16.1M
BAIN CAPITAL CREDIT, LP
$303M
Top holdings
1
BAIN CAP SPECIALTY FIN INC
$147M
2
INVESCO EXCH TRADED FD TR II
$74.7M
3
ISHARES TR
$70.7M
SLAGLE FINANCIAL, LLC
$303M
Top holdings
1
SPDR SERIES TRUST
$17.2M
2
NVIDIA CORPORATION
$16.2M
3
APPLE INC
$14.4M
ARROWROOT FAMILY OFFICE, LLC
$302M
Top holdings
1
ISHARES TR
$56.4M
2
VANGUARD SCOTTSDALE FDS
$48M
3
VANGUARD INDEX FDS
$16.1M
L.K. BENSON & COMPANY, P.C.
$302M
Top holdings
1
PRICE T ROWE GROUP INC
$126M
2
VANGUARD INDEX FDS
$27.5M
3
EA SERIES TRUST
$26.7M
NORMAN FIELDS, GOTTSCHO CAPITAL MANAGEMENT, LLC
$302M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$57M
2
BERKSHIRE HATHAWAY INC DEL
$47.2M
3
APPLE INC
$28.2M
ONEASCENT WEALTH MANAGEMENT LLC
$302M
Top holdings
1
UNIFIED SER TR
$175M
2
NORTHERN LTS FD TR IV
$9.94M
3
VICTORY PORTFOLIOS II
$8.26M
WEALTH ADVISORS OF TAMPA BAY, LLC
$302M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$25.5M
2
BROADCOM INC
$17.2M
3
CORNING INC
$12.6M
AMERICAN FINANCIAL GROUP INC 401K RETIREMENT & SAVINGS PLAN
$302M
Top holdings
1
AMERICAN FINANCIAL GROUP INC
$302M
CORA CAPITAL ADVISORS LLC
$302M
Top holdings
1
VANGUARD INDEX FDS
$78.5M
2
ISHARES TR
$62.7M
3
T ROWE PRICE ETF INC
$27.9M
GREENBUSH FINANCIAL GROUP, LLC
$302M
Top holdings
1
VANGUARD INDEX FDS
$82.2M
2
CAPITAL GRP FIXED INCM ETF T
$26.6M
3
VANGUARD BD INDEX FDS
$25.4M
WHEELHOUSE ADVISORY GROUP LLC
$302M
Top holdings
1
VANGUARD WORLD FD
$68.3M
2
VANGUARD INDEX FDS
$60.5M
3
DIMENSIONAL ETF TRUST
$42.8M
