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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
ALTA FUNDAMENTAL ADVISERS LLC
$265M
Top holdings
1
USA TODAY CO INC
$75.8M
2
LIBERTY LATIN AMERICA LTD
$27.4M
3
PROPETRO HLDG CORP
$25.6M
WIND RIVER TRUST CO
$265M
Top holdings
1
ISHARES TR
$110M
2
VANGUARD INTL EQUITY INDEX F
$86.7M
3
STATE STR SPDR S&P 500 ETF T
$32.9M
LANDMARK WEALTH MANAGEMENT, INC.
$265M
Top holdings
1
VANGUARD INDEX FDS
$56.7M
2
SPDR INDEX SHS FDS
$53.7M
3
ISHARES TR
$51.1M
TRANQUILITY PARTNERS, LLC
$265M
Top holdings
1
ISHARES TR
$36M
2
MICROSOFT CORP
$13.5M
3
VANGUARD INDEX FDS
$12.2M
BEACON INVESTMENT ADVISORS LLC
$265M
Top holdings
1
APPLIED MATLS INC
$13.3M
2
BERKSHIRE HATHAWAY INC DEL
$12.7M
3
MICROSOFT CORP
$10.6M
NYL INVESTORS LLC
$265M
Top holdings
1
ISHARES TR
$99.4M
2
VANGUARD SCOTTSDALE FDS
$62.6M
3
SPDR SERIES TRUST
$36M
RETIREMENT CAPITAL STRATEGIES
$265M
Top holdings
1
ISHARES TR
$48.1M
2
VANGUARD INDEX FDS
$42.5M
3
VANGUARD INTL EQUITY INDEX F
$30.1M
FWG HOLDINGS, LLC
$265M
Top holdings
1
VANGUARD INDEX FDS
$49.4M
2
MORGAN STANLEY ETF TRUST
$21.6M
3
INVESCO QQQ TR
$16.9M
IMZ ADVISORY INC
$264M
Top holdings
1
SELECT SECTOR SPDR TR
$203M
2
J P MORGAN EXCHANGE TRADED F
$24.2M
3
VANGUARD SCOTTSDALE FDS
$9.47M
FIDELIS IM, LLC
$264M
Top holdings
1
SCHWAB STRATEGIC TR
$82M
2
VANGUARD SPECIALIZED FUNDS
$38.3M
3
VANGUARD SCOTTSDALE FDS
$37.9M
SAIPH CAPITAL, LLC
$264M
Top holdings
1
ISHARES TR
$120M
2
J P MORGAN EXCHANGE TRADED F
$24.4M
3
STATE STR SPDR S&P 500 ETF T
$17.5M
S SQUARED TECHNOLOGY, LLC
$264M
Top holdings
1
LATTICE SEMICONDUCTOR CORP
$31.7M
2
KRYSTAL BIOTECH INC
$22.3M
3
SYMBOTIC INC
$19.6M
BROWN FINANCIAL ADVISORS
$264M
Top holdings
1
SPDR SERIES TRUST
$21.7M
2
BONDBLOXX ETF TRUST
$20.3M
3
DOUBLELINE ETF TRUST
$14.3M
SILPHIUM ASSET MANAGEMENT LTD
$264M
Top holdings
1
VANGUARD INDEX FDS
$124M
2
VANGUARD INTL EQUITY INDEX F
$28.2M
3
ISHARES INC
$17.9M
FOURTH DIMENSION WEALTH, LLC
$264M
Top holdings
1
SPDR SERIES TRUST
$50.7M
2
SELECT SECTOR SPDR TR
$39.9M
3
ISHARES TR
$18.2M
ZULLO INVESTMENT GROUP, INC.
$264M
Top holdings
1
APPLE INC
$40.5M
2
SELECT SECTOR SPDR TR
$39.4M
3
NVIDIA CORPORATION
$21.8M
WHITE OAK CAPITAL PARTNERS PTE. LTD.
$264M
Top holdings
1
ICICI BANK LIMITED
$122M
2
COGNIZANT TECHNOLOGY SOLUTIO
$28.1M
3
HDFC BANK LTD
$15.2M
CHEROKEE INSURANCE CO
$263M
Top holdings
1
APPLE INC
$13.7M
2
CHEVRON CORPORATION
$11.4M
3
ELI LILLY & CO
$9.93M
SIGNATURE WEALTH MANAGEMENT GROUP
$263M
Top holdings
1
ISHARES TR
$54.1M
2
SOUTHERN CO
$11.7M
3
KIMBERLY-CLARK CORP
$7.67M
MERIDIAN FINANCIAL PARTNERS LLC
$263M
Top holdings
1
ISHARES TR
$65.5M
2
J P MORGAN EXCHANGE TRADED F
$31.1M
3
VANGUARD INDEX FDS
$29.1M
