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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
DC INVESTMENTS MANAGEMENT, LLC
$261M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$122M
2
STATE STR SPDR S&P MIDCAP 40
$18.9M
3
ASML HLDG NV
$11.6M
DAYAH CAPITAL LLC
$261M
Top holdings
1
RAMACO RES INC
$78.1M
2
HALLADOR ENERGY COMPANY
$26.8M
3
SIGMA LITHIUM CORPORATION
$25.5M
LUKEN INVESTMENT ANALYTICS, LLC
$261M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$64M
2
SPDR SERIES TRUST
$31.2M
3
ISHARES TR
$30.1M
ADAPTIVE FINANCIAL CONSULTING, LLC
$261M
Top holdings
1
ISHARES TR
$155M
2
VANGUARD SCOTTSDALE FDS
$31.6M
3
VANGUARD WORLD FD
$25.4M
TRIBUNE INVESTMENT GROUP LP
$261M
Top holdings
1
ISHARES TR
$74M
2
STATE STR SPDR S&P 500 ETF T
$19.5M
3
CSX CORP
$10.7M
GALLACHER CAPITAL MANAGEMENT LLC
$261M
Top holdings
1
ISHARES TR
$33.6M
2
J P MORGAN EXCHANGE TRADED F
$22.6M
3
PEPSICO INC
$15.9M
PENNEY FINANCIAL, LLC
$261M
Top holdings
1
GOLDMAN SACHS ETF TR
$59.8M
2
VANGUARD INDEX FDS
$49.4M
3
ISHARES TR
$40.6M
CRUX WEALTH ADVISORS
$261M
Top holdings
1
BNY MELLON ETF TRUST
$32.6M
2
SPDR SERIES TRUST
$15.5M
3
ISHARES TR
$12.6M
SOUTHERN MICHIGAN BANK & TRUST
$261M
Top holdings
1
SCHWAB STRATEGIC TR
$75.5M
2
ISHARES TR
$39.5M
3
VANGUARD BD INDEX FDS
$33.6M
NWK GROUP, INC.
$261M
Top holdings
1
NVIDIA CORPORATION
$23.1M
2
ALPHABET INC
$21.1M
3
COSTCO WHOLESALE CORPORATION
$14.7M
INTREPID CAPITAL MANAGEMENT INC
$261M
Top holdings
1
DIMENSIONAL ETF TRUST
$21.6M
2
GROUPON INC
$15.8M
3
CERENCE INC
$13.3M
THOMAS STORY & SON LLC
$261M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$17.2M
2
JOHNSON & JOHNSON
$15.3M
3
VISA INC
$14.6M
OWEN LARUE, LLC
$261M
Top holdings
1
ISHARES TR
$27.8M
2
FIRST TR EXCHANGE-TRADED FD
$22.2M
3
NEOS ETF TRUST
$21.7M
LUNT CAPITAL MANAGEMENT, INC.
$260M
Top holdings
1
WISDOMTREE TR
$43.7M
2
PACER FDS TR
$39.3M
3
SPDR SERIES TRUST
$22.1M
WJ INTERESTS, LLC
$260M
Top holdings
1
AMERICAN CENTY ETF TR
$58.5M
2
WISDOMTREE TR
$56M
3
TIDAL TRUST II
$53.2M
ADAMS STREET PARTNERS LLC
$260M
Top holdings
1
BILLIONTOONE INC
$135M
2
RIMINI STR INC DEL
$77.3M
3
CORVUS PHARMACEUTICALS INC
$47.9M
MBA ADVISORS LLC
$260M
Top holdings
1
ISHARES TR
$49.7M
2
SCHWAB STRATEGIC TR
$37.5M
3
J P MORGAN EXCHANGE TRADED F
$24.4M
LETSON INVESTMENT MANAGEMENT, INC.
$260M
Top holdings
1
ABBVIE INC
$24.2M
2
JOHNSON & JOHNSON
$19.3M
3
VISA INC
$16.3M
SILVER HEIGHTS CAPITAL MANAGEMENT INC
$260M
Top holdings
1
IRIDIUM COMMUNICATIONS INC
$143M
2
HEICO CORP NEW
$42.1M
3
CARMAX INC
$38.2M
BULL OAK CAPITAL, LLC
$260M
Top holdings
1
ISHARES TR
$156M
2
AMERICAN CENTY ETF TR
$23M
3
VANGUARD INDEX FDS
$21.1M
