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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
X-SQUARE CAPITAL, LLC
$297M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.1M
2
IREN LIMITED
$10.6M
3
ADVANCED MICRO DEVICES INC
$9.29M
NEW REPUBLIC CAPITAL, LLC
$297M
Top holdings
1
ISHARES TR
$30.9M
2
GMO ETF TRUST
$18.3M
3
MORGAN STANLEY
$17.1M
JACOBSEN CAPITAL MANAGEMENT
$296M
Top holdings
1
VANGUARD INDEX FDS
$111M
2
VANGUARD TAX-MANAGED FDS
$56.1M
3
DIMENSIONAL ETF TRUST
$13.1M
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
$296M
Top holdings
1
AMERICAN CENTY ETF TR
$155M
2
DIMENSIONAL ETF TRUST
$76.5M
3
APPLE INC
$20.4M
TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO
$296M
Top holdings
1
BROADCOM INC
$15.7M
2
MICROSOFT CORP
$12.5M
3
EXXON MOBIL CORP
$9.54M
VIGILARE WEALTH MANAGEMENT
$296M
Top holdings
1
ISHARES TR
$104M
2
SPDR SERIES TRUST
$25M
3
INVESCO EXCHANGE TRADED FD T
$17.6M
RIVER STREET ADVISORS LLC
$296M
Top holdings
1
ISHARES TR
$22.7M
2
MFS ACTIVE EXCHANGE TRADED F
$20.9M
3
SPDR SERIES TRUST
$15.9M
SKAANA MANAGEMENT L.P.
$296M
Top holdings
1
CORE SCIENTIFIC INC NEW
$57.4M
2
CENTERPOINT ENERGY INC CONV PFD TAXBL
$21.8M
3
AAUC 8 3/4 09/07/28
$21.2M
FRONT ROW ADVISORS LLC
$296M
Top holdings
1
NVIDIA CORPORATION
$43.5M
2
APPLE INC
$32.7M
3
BROADCOM INC
$15.3M
CAMBRIDGE FINANCIAL GROUP, LLC
$295M
Top holdings
1
DIMENSIONAL ETF TRUST
$142M
2
ISHARES TR
$33.3M
3
SCHWAB STRATEGIC TR
$32.5M
ROYAL HARBOR PARTNERS, LLC
$295M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$47.3M
2
DIMENSIONAL ETF TRUST
$37.9M
3
CAPITAL GRP FIXED INCM ETF T
$32.6M
MASTERS WEALTH MANAGEMENT INC.
$295M
Top holdings
1
DIMENSIONAL ETF TRUST
$189M
2
VANGUARD SCOTTSDALE FDS
$64.4M
3
VANGUARD MUN BD FDS
$9.31M
CLAAR ADVISORS LLC
$295M
Top holdings
1
ISHARES TR
$142M
2
ALPHABET INC
$31.1M
3
AMAZON COM INC
$21.8M
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
$295M
Top holdings
1
SCHWAB STRATEGIC TR
$87.5M
2
ISHARES TR
$41M
3
VANGUARD INDEX FDS
$32.4M
MORRIS FINANCIAL CONCEPTS, INC.
$295M
Top holdings
1
ISHARES TR
$132M
2
SCHWAB STRATEGIC TR
$50.5M
3
DIMENSIONAL ETF TRUST
$43.8M
PERMIT CAPITAL, LLC
$294M
Top holdings
1
SBA COMMUNICATIONS CORP
$99M
2
PITNEY BOWES INC
$38.7M
3
EXPEDIA GROUP INC
$17.8M
KEY CLIENT FIDUCIARY ADVISORS, LLC
$294M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$32.5M
2
FIRST TR EXCHANGE TRADED FD
$28.8M
3
GALAXY DIGITAL INC.
$16.6M
SELKIRK MANAGEMENT LLC
$294M
Top holdings
1
CARVANA CO
$115M
2
AMAZON COM INC
$52.7M
3
META PLATFORMS INC
$25.6M
B&I CAPITAL AG
$294M
Top holdings
1
PROLOGIS INC.
$44M
2
WELLTOWER INC
$34.9M
3
AMERICAN TOWER CORP
$26.5M
THOMAS J. HERZFELD ADVISORS, INC.
$294M
Top holdings
1
FS SPECIALTY LENDING FD
$35.1M
2
PIMCO DYNAMIC INCOME STRATEG
$27.6M
3
PROSHARES TR
$23.2M
