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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
GLASS JACOBSON INVESTMENT ADVISORS LLC
$290M
Top holdings
1
DIMENSIONAL ETF TRUST
$70.7M
2
ISHARES TR
$57.2M
3
VANGUARD INDEX FDS
$32.2M
RALEIGH CAPITAL MANAGEMENT INC.
$290M
Top holdings
1
SPDR SERIES TRUST
$25.4M
2
ISHARES TR
$22.7M
3
SSGA ACTIVE TR
$22M
SONOMA ALLOCATIONS LLC
$290M
Top holdings
1
ISHARES TR
$84.1M
2
INNOVATOR ETFS TRUST
$23.5M
3
J P MORGAN EXCHANGE TRADED F
$15M
WEALTH MANAGEMENT ASSOCIATES, INC.
$290M
Top holdings
1
ISHARES TR
$64.9M
2
APPLE INC
$15.3M
3
VANGUARD INDEX FDS
$10.1M
CABLE CAR CAPITAL, LP
$289M
Top holdings
1
STRATEGY INC
$49.9M
2
SPROTT ASSET MANAGEMENT LP
$33.9M
3
SIFY TECHNOLOGIES LTD
$15.5M
LECLAIR WEALTH PARTNERS LLC
$289M
Top holdings
1
VICTORY PORTFOLIOS II
$39M
2
J P MORGAN EXCHANGE TRADED F
$34.8M
3
PGIM ETF TR
$33.9M
BLUE WATER ASSET MANAGEMENT
$289M
Top holdings
1
VICTORY PORTFOLIOS II
$39M
2
J P MORGAN EXCHANGE TRADED F
$34.8M
3
PGIM ETF TR
$33.9M
WINDWARD PRIVATE WEALTH MANAGEMENT INC.
$289M
Top holdings
1
VANGUARD BD INDEX FDS
$91.4M
2
VANGUARD SCOTTSDALE FDS
$89.4M
3
VANGUARD TAX-MANAGED FDS
$39.6M
PINEBRIDGE INVESTMENTS ASIA LTD
$289M
Top holdings
1
ISHARES TR
$226M
2
YUM CHINA HLDGS INC
$56.8M
3
VNET GROUP INC
$3.78M
COSTELLO ASSET MANAGEMENT, INC
$289M
Top holdings
1
ALPHABET INC
$30.5M
2
AMAZON COM INC
$23.4M
3
APPLE INC
$22.9M
GOODLANDER INVESTMENT MANAGEMENT, LLC
$289M
Top holdings
1
MASTEC INC
$46.7M
2
FORGENT POWER SOLUTIONS INC
$40.4M
3
CORE SCIENTIFIC INC NEW
$33.7M
PLUM STREET ADVISORS, LLC
$289M
Top holdings
1
SCHWAB STRATEGIC TR
$60.4M
2
ISHARES TR
$48.4M
3
VANGUARD INDEX FDS
$45.4M
NEW PERSPECTIVES, INC
$289M
Top holdings
1
SPDR SERIES TRUST
$73.5M
2
NORTHERN LTS FD TR II
$72.5M
3
ISHARES TR
$45.6M
LUMBARD & KELLNER, LLC
$289M
Top holdings
1
SPDR SERIES TRUST
$27M
2
PETROLEO BRASILEIRO S A
$14.7M
3
ALPHABET INC
$14M
WHETSTONE CAPITAL ADVISORS, LLC
$288M
Top holdings
1
CLOUDFLARE INC
$81.1M
2
DAVE INC
$39M
3
ALPHABET INC
$34.4M
REALTA INVESTMENT ADVISORS
$288M
Top holdings
1
ISHARES TR
$27.6M
2
APPLE INC
$20.5M
3
SELECT SECTOR SPDR TR
$17.4M
NEW WAVE WEALTH ADVISORS LLC
$288M
Top holdings
1
WALMART INC
$35M
2
ISHARES TR
$33.4M
3
SELECT SECTOR SPDR TR
$23.7M
ENZI WEALTH
$288M
Top holdings
1
AMERICAN CENTY ETF TR
$85.9M
2
ISHARES TR
$66.6M
3
EXXON MOBIL CORP
$23.1M
WRAPMANAGER INC
$288M
Top holdings
1
ISHARES TR
$72.6M
2
SPDR SERIES TRUST
$60.8M
3
SPDR INDEX SHS FDS
$31.7M
TICINO WEALTH
$288M
Top holdings
1
ISHARES TR
$61.9M
2
SCORPIO TANKERS INC
$14.2M
3
ARDMORE SHIPPING CORP
$11.5M
