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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
PACKER & CO LTD
$267M
Top holdings
1
PETROLEO BRASILEIRO S A
$74M
2
CENTENE CORP DEL
$46.3M
3
NEXGEN ENERGY LTD
$28.1M
EMORY UNIVERSITY
$267M
Top holdings
1
ISHARES GOLD TR
$104M
2
INVESCO EXCHANGE TRADED FD T
$94.6M
3
GRAYSCALE BITCOIN MINI TR ET
$40.6M
CAMBRIDGE FINANCIAL GROUP, INC.
$267M
Top holdings
1
VALERO ENERGY CORP
$11.5M
2
BROADCOM INC
$11.4M
3
CARDINAL HEALTH INC
$11.2M
INDIGO PARTNERS LLC
$267M
Top holdings
1
CONTROLADORA VUELA COMP DE A
$154M
2
FRONTIER GROUP HLDGS INC
$113M
TRV GP IV, LLC
$267M
Top holdings
1
MAZE THERAPEUTICS INC
$134M
2
TANGO THERAPEUTICS INC
$133M
ORLAND PROPERTIES LTD
$267M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$134M
2
CHIME FINL INC
$86.3M
3
LYELL IMMUNOPHARMA INC
$15.1M
WEINBERGER ASSET MANAGEMENT, INC
$267M
Top holdings
1
VANGUARD INDEX FDS
$73.6M
2
SCHWAB STRATEGIC TR
$43.4M
3
DIMENSIONAL ETF TRUST
$41.4M
GKV CAPITAL MANAGEMENT CO., INC.
$267M
Top holdings
1
NVIDIA CORPORATION
$33.5M
2
BROADCOM INC
$15.8M
3
ELI LILLY & CO
$12.8M
SGL INVESTMENT ADVISORS, INC.
$266M
Top holdings
1
ISHARES TR
$17.9M
2
SCHWAB STRATEGIC TR
$15.1M
3
APPLE INC
$11.3M
S.A. MASON LLC
$266M
Top holdings
1
VANGUARD INDEX FDS
$34.2M
2
VANGUARD MUN BD FDS
$20.4M
3
ISHARES TR
$17.9M
ROEHL & YI INVESTMENT ADVISORS, LLC
$266M
Top holdings
1
PIMCO ETF TR
$22.2M
2
VANGUARD INDEX FDS
$18.9M
3
ISHARES TR
$16M
TEXAS BANK & TRUST CO
$266M
Top holdings
1
ISHARES TR
$21.4M
2
APPLE INC
$16.8M
3
ALPHABET INC
$16.4M
STRATEGIC EQUITY MANAGEMENT
$266M
Top holdings
1
ISHARES TR
$101M
2
NORTHERN LTS FD TR IV
$31M
3
STRATEGY SHS
$26.7M
LECAP ASSET MANAGEMENT LTD
$266M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$2.73M
2
TOLL BROTHERS INC
$2.72M
3
SYSCO CORP
$2.69M
DELAP WEALTH ADVISORY, LLC
$266M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
ISHARES TR
$60.8M
3
AMERICAN CENTY ETF TR
$18.4M
TENCAP WEALTH COACHING, LLC
$266M
Top holdings
1
DIMENSIONAL ETF TRUST
$266M
KONDO WEALTH ADVISORS, INC.
$266M
Top holdings
1
ISHARES TR
$74.2M
2
DIMENSIONAL ETF TRUST
$60.3M
3
AMERICAN CENTY ETF TR
$58.7M
WEITZEL FINANCIAL SERVICES, INC.
$265M
Top holdings
1
SPDR SERIES TRUST
$74.4M
2
VANGUARD TAX-MANAGED FDS
$39.6M
3
ISHARES TR
$31.4M
BUCKHEAD CAPITAL MANAGEMENT LLC
$265M
Top holdings
1
APPLE INC
$12.7M
2
ALPHABET INC
$12.6M
3
MICROSOFT CORP
$11.4M
WILLS FINANCIAL GROUP LLC
$265M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$21.4M
2
APPLE INC
$16.8M
3
ALPHABET INC
$15.6M
