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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
FINANCIAL CONNECTIONS GROUP, INC.
$288M
Top holdings
1
DIMENSIONAL ETF TRUST
$93.5M
2
J P MORGAN EXCHANGE TRADED F
$44.3M
3
ISHARES TR
$32.7M
MARNELL MANAGEMENT LLC
$288M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$84.5M
2
ISHARES TR
$19.9M
3
INVESCO QQQ TR
$17.3M
HORIZON INVESTMENT SERVICES, LLC
$288M
Top holdings
1
NVIDIA CORPORATION
$19.1M
2
VANGUARD SCOTTSDALE FDS
$17.3M
3
ALPHABET INC
$15.9M
FORZA WEALTH MANAGEMENT, LLC
$287M
Top holdings
1
ISHARES TR
$29.5M
2
DIMENSIONAL ETF TRUST
$28.4M
3
VANGUARD INDEX FDS
$17.7M
LAZARI CAPITAL MANAGEMENT, INC.
$287M
Top holdings
1
APPLE INC
$38.2M
2
META PLATFORMS INC
$18.4M
3
NVIDIA CORPORATION
$16.3M
PSQUARED ASSET MANAGEMENT AG
$287M
Top holdings
1
WARNER BROS DISCOVERY INC
$45.7M
2
IHS HOLDING LIMITED
$35.7M
3
SOLARIS RES INC
$35.3M
ENCOMPASS WEALTH ADVISORS, LLC
$287M
Top holdings
1
ISHARES TR
$155M
2
J P MORGAN EXCHANGE TRADED F
$13.8M
3
VANGUARD INDEX FDS
$11.4M
WEALTH MANAGEMENT RESOURCES, INC.
$287M
Top holdings
1
ISHARES TR
$73.3M
2
SCHWAB STRATEGIC TR
$63.2M
3
SPDR SERIES TRUST
$48.4M
EXTRACT ADVISORS LLC
$287M
Top holdings
1
ROYAL GOLD INC
$30.6M
2
COEUR MNG INC
$27.6M
3
STATE STR SPDR S&P 500 ETF T
$26M
GOODHAVEN CAPITAL MANAGEMENT, LLC
$287M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$59.2M
2
ALPHABET INC
$36.9M
3
DEVON ENERGY CORP NEW
$22.9M
SHAKER FINANCIAL SERVICES, LLC
$287M
Top holdings
1
CALAMOS STRATEGIC TOTAL RETU
$10.5M
2
NUVEEN CORE EQUITY ALPHA FD
$9.31M
3
LIBERTY ALL-STAR GROWTH FD I
$8.71M
IAMS WEALTH MANAGEMENT, LLC
$287M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$27.7M
2
FIRST TR EXCHNG TRADED FD VI
$21.6M
3
INVESCO QQQ TR
$14.6M
SKYLINE ADVISORS, INC.
$287M
Top holdings
1
ISHARES TR
$86.8M
2
SCHWAB STRATEGIC TR
$32.6M
3
BLACKROCK ETF TRUST
$29.1M
AVAII WEALTH MANAGEMENT, LLC
$287M
Top holdings
1
ISHARES TR
$34.7M
2
CAPITAL GROUP DIVIDEND VALUE
$27.6M
3
J P MORGAN EXCHANGE TRADED F
$23.7M
MAYFAIR ADVISORY GROUP, LLC
$286M
Top holdings
1
FIDELITY COVINGTON TRUST
$51.7M
2
VANGUARD INDEX FDS
$47M
3
SCHWAB STRATEGIC TR
$25.2M
INVESTMENT RESEARCH & ADVISORY GROUP, INC.
$286M
Top holdings
1
VANGUARD INDEX FDS
$72.4M
2
APPLE INC
$19.5M
3
ALPHABET INC
$13.4M
MILLS WEALTH ADVISORS LLC
$286M
Top holdings
1
DIMENSIONAL ETF TRUST
$155M
2
VANGUARD MUN BD FDS
$43M
3
VANGUARD MALVERN FDS
$36.8M
VALENCE8 US LP
$286M
Top holdings
1
ISHARES TR
$130M
2
SPDR SERIES TRUST
$60.3M
3
INVESCO QQQ TR
$33.7M
ARGENTARII, LLC
$286M
Top holdings
1
NVIDIA CORPORATION
$22.7M
2
APPLE INC
$17.9M
3
ALPHABET INC
$16.5M
MUZINICH & CO., INC.
$286M
Top holdings
1
ARES CAPITAL CORP
$40M
2
BLACKSTONE SECD LENDING FD
$28.2M
3
BLUE OWL CAPITAL CORPORATION
$27.3M
