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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
DHJJ FINANCIAL ADVISORS, LTD.
$302M
Top holdings
1
INNOVATOR ETFS TRUST
$46.5M
2
ISHARES TR
$40.5M
3
SCHWAB STRATEGIC TR
$40.5M
GR FINANCIAL GROUP, LLC
$301M
Top holdings
1
ISHARES TR
$97.6M
2
PIMCO ETF TR
$91.3M
3
INVESCO EXCHANGE TRADED FD T
$90.8M
PRECISION WEALTH STRATEGIES, LLC
$301M
Top holdings
1
VANGUARD INDEX FDS
$35.6M
2
ISHARES TR
$24.3M
3
SPDR SERIES TRUST
$21.8M
TRED AVON FAMILY WEALTH, LLC
$301M
Top holdings
1
ISHARES TR
$23.1M
2
BANK AMERICA CORP
$14M
3
APPLE INC
$10.1M
CHARLES-LIM CAPITAL LTD
$301M
Top holdings
1
SEA LTD
$145M
2
HDFC BANK LTD
$74.6M
3
TAIWAN SEMICONDUCTOR MANUFAC
$59.1M
PACIFICA PARTNERS INC.
$301M
Top holdings
1
ISHARES TR
$18.7M
2
ALPHABET INC
$15.7M
3
APPLE INC
$14.6M
MATTHEW 25 MANAGEMENT CORP
$301M
Top holdings
1
NVIDIA CORPORATION
$65.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$33.1M
3
ELI LILLY & CO
$25.3M
USADVISORS WEALTH MANAGEMENT, LLC
$301M
Top holdings
1
SCHWAB STRATEGIC TR
$46.6M
2
ISHARES TR
$30.7M
3
INVESCO QQQ TR
$18.3M
ABSOLUTE CAPITAL MANAGEMENT, LLC
$301M
Top holdings
1
ISHARES TR
$89.8M
2
SPDR SERIES TRUST
$23.8M
3
VANGUARD INDEX FDS
$13.9M
GAME CREEK CAPITAL, LP
$301M
Top holdings
1
ALPHABET INC
$22.4M
2
MICRON TECHNOLOGY INC
$15.5M
3
VERTIV HOLDINGS CO
$15M
CAPE INVESTMENT ADVISORY, INC.
$301M
Top holdings
1
SCHWAB STRATEGIC TR
$100M
2
ISHARES TR
$18.9M
3
INNOVATOR ETFS TRUST
$14.9M
VISTA INVESTMENT MANAGEMENT
$301M
Top holdings
1
SPDR SERIES TRUST
$31.4M
2
ISHARES TR
$27M
3
INVESCO EXCH TRD SLF IDX FD
$21.2M
CORBYN INVESTMENT MANAGEMENT INC
$300M
Top holdings
1
EMCOR GROUP INC
$19.6M
2
REPUBLIC SVCS INC
$18.9M
3
MYR GROUP INC
$17.2M
FORUM PRIVATE CLIENT GROUP LLC
$300M
Top holdings
1
ISHARES TR
$88.7M
2
DIMENSIONAL ETF TRUST
$66.6M
3
VANGUARD WHITEHALL FDS
$33.4M
SYKON CAPITAL LLC
$300M
Top holdings
1
SPDR SERIES TRUST
$58.3M
2
INVESCO EXCHANGE TRADED FD T
$42.4M
3
WISDOMTREE TR
$30.6M
RIVERWATER PARTNERS LLC
$300M
Top holdings
1
ISHARES TR
$23.5M
2
AMERICAN CENTY ETF TR
$16.5M
3
TRUST FOR PROFESSIONAL MANAG
$14.8M
UNITED COMMUNITY BANK
$300M
Top holdings
1
ISHARES TR
$40.2M
2
BERKSHIRE HATHAWAY INC DEL
$27.5M
3
ISHARES GOLD TR
$21.2M
AMTRUST FINANCIAL SERVICES, INC.
$300M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD INDEX FDS
$131M
3
SPDR SERIES TRUST
$15.5M
PCA INVESTMENT ADVISORY SERVICES INC.
$300M
Top holdings
1
ISHARES TR
$127M
2
VANGUARD INDEX FDS
$49M
3
DIMENSIONAL ETF TRUST
$43M
RIVERVIEW CAPITAL ADVISERS, LLC
$300M
Top holdings
1
VANGUARD INDEX FDS
$32.7M
2
BERKSHIRE HATHAWAY INC DEL
$24.3M
3
AMAZON COM INC
$23.6M
