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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
ROGCO, LP
$300M
Top holdings
1
ISHARES TR
$103M
2
VANGUARD SCOTTSDALE FDS
$28.3M
3
VANGUARD BD INDEX FDS
$20.3M
JACKSON, GRANT INVESTMENT ADVISERS, INC.
$300M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$38.6M
2
SPDR SERIES TRUST
$35.6M
3
ISHARES TR
$30.1M
PRODIGY ASSET MANAGEMENT LLC
$300M
Top holdings
1
MORGAN STANLEY ETF TRUST
$116M
2
VANGUARD SPECIALIZED FUNDS
$38.5M
3
BERKSHIRE HATHAWAY INC DEL
$36.1M
CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT, LLC
$299M
Top holdings
1
VANGUARD INDEX FDS
$46M
2
SCHWAB STRATEGIC TR
$31.3M
3
INVESCO EXCHANGE TRADED FD T
$24.4M
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC
$299M
Top holdings
1
COTERRA ENERGY INC
$299M
INTERCAPITAL, LLC
$299M
Top holdings
1
MICROSOFT CORP
$48.8M
2
LULULEMON ATHLETICA INC
$20.4M
3
AFFIRM HLDGS INC
$14.7M
GOEPPER BURKHARDT LLC
$299M
Top holdings
1
SCHWAB STRATEGIC TR
$90.3M
2
INVESCO EXCH TRD SLF IDX FD
$74.3M
3
VANGUARD SPECIALIZED FUNDS
$24.9M
CORUNDUM GROUP, INC.
$299M
Top holdings
1
ISHARES TR
$150M
2
3M CO
$14.4M
3
LOCKHEED MARTIN CORP
$11.5M
BHK INVESTMENT ADVISORS, LLC
$299M
Top holdings
1
VANGUARD INDEX FDS
$109M
2
VANGUARD WORLD FD
$60.8M
3
VANGUARD BD INDEX FDS
$33.4M
JUNCTURE WEALTH STRATEGIES, LLC
$299M
Top holdings
1
VANGUARD INDEX FDS
$72.6M
2
SCHWAB STRATEGIC TR
$52.3M
3
ISHARES TR
$29.7M
PARKSHORE WEALTH MANAGEMENT, INC.
$299M
Top holdings
1
DIMENSIONAL ETF TRUST
$207M
2
AMERICAN CENTY ETF TR
$46.4M
3
APPLE INC
$9.74M
KAYDAN WEALTH MANAGEMENT, INC.
$299M
Top holdings
1
ISHARES TR
$85.1M
2
VANGUARD INDEX FDS
$41.6M
3
FIRST TR EXCHANGE-TRADED FD
$29.3M
BUTTONWOOD FINANCIAL ADVISORS INC.
$299M
Top holdings
1
ISHARES TR
$30.4M
2
VANECK ETF TRUST
$26.5M
3
ALPHABET INC
$19.2M
BEACON BRIDGE WEALTH PARTNERS, LLC
$299M
Top holdings
1
ISHARES TR
$85.4M
2
VANGUARD INDEX FDS
$47.5M
3
BLACKROCK ETF TRUST
$30.2M
NEPSIS INC.
$299M
Top holdings
1
UNITED THERAPEUTICS CORP DEL
$25M
2
DEVON ENERGY CORP NEW
$22.8M
3
CHUBB LTD SWITZ
$17.1M
TIETON CAPITAL MANAGEMENT, LLC
$299M
Top holdings
1
CUSTOMERS BANCORP INC
$18.2M
2
AVIAT NETWORKS INC
$15.5M
3
ENOVA INTL INC
$15.4M
AMERICAN ASSETS INC
$298M
Top holdings
1
AMERICAN ASSETS TR INC
$136M
2
WELLS FARGO & CO
$127M
3
EXXON MOBIL CORP
$5.94M
TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD.
$298M
Top holdings
1
PAYONEER GLOBAL INC
$165M
2
ZILLOW GROUP INC
$129M
3
NERDY INC
$3.22M
MKT ADVISORS LLC
$298M
Top holdings
1
ISHARES TR
$120M
2
STATE STR SPDR S&P 500 ETF T
$32.3M
3
VANGUARD INDEX FDS
$25.9M
JVL ASSOCIATES LLC
$298M
Top holdings
1
ISHARES TR
$125M
2
VANGUARD INDEX FDS
$84.5M
3
INVESCO QQQ TR
$15.4M
