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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
CREEKSIDE PARTNERS
$243M
Top holdings
1
SCHWAB STRATEGIC TR
$51.4M
2
VANGUARD INDEX FDS
$36.2M
3
ISHARES TR
$21.8M
WEALTHCOLLAB, LLC
$243M
Top holdings
1
ISHARES TR
$38.4M
2
VANGUARD INDEX FDS
$36.5M
3
SSR MINING IN
$30.2M
GUARDIAN POINT CAPITAL, LP
$243M
Top holdings
1
APOLLO GLOBAL MGMT INC
$55.7M
2
ALPHABET INC
$28.7M
3
ETFS GOLD TR
$26.8M
ELEMENT WEALTH, LLC
$242M
Top holdings
1
ISHARES TR
$83.7M
2
SCHWAB STRATEGIC TR
$17.5M
3
FIDELITY COVINGTON TRUST
$8.27M
MACRO ADVISORS, INC.
$242M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$79.3M
2
ISHARES TR
$61.7M
3
BLACKROCK ETF TRUST
$30.6M
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
$242M
Top holdings
1
ISHARES TR
$13.9M
2
FIRST TRUST
$13.2M
3
VANGUARD INDEX FDS
$8.63M
INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA
$242M
Top holdings
1
NVIDIA CORPORATION
$15.9M
2
MICROSOFT CORP
$12.5M
3
ALPHABET INC
$11.9M
SUMMA CORP.
$242M
Top holdings
1
NVIDIA CORPORATION
$111M
2
ADVANCED MICRO DEVICES INC
$24.9M
3
ISHARES TR
$22.1M
TKG ADVISORS, LLC
$242M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$21M
2
SPDR SERIES TRUST
$20.9M
3
VANGUARD INDEX FDS
$18.2M
RESOLUTE ADVISORS LLC
$242M
Top holdings
1
ISHARES TR
$52.2M
2
VANGUARD INDEX FDS
$49.3M
3
INVESCO QQQ TR
$23.3M
MCNAUGHTON WEALTH MANAGEMENT, LLC
$242M
Top holdings
1
ISHARES TR
$94.5M
2
VANGUARD INDEX FDS
$28.4M
3
VANGUARD BD INDEX FDS
$22.6M
DOVER ADVISORS, LLC
$242M
Top holdings
1
ISHARES TR
$20.6M
2
APPLE INC
$14.5M
3
BERKSHIRE HATHAWAY INC DEL
$14.4M
FMB WEALTH MANAGEMENT
$242M
Top holdings
1
DIMENSIONAL ETF TRUST
$171M
2
AMERICAN CENTY ETF TR
$39.4M
3
APPLE INC
$4.14M
BETA WEALTH GROUP, INC.
$242M
Top holdings
1
ISHARES TR
$26.6M
2
AMERICAN CENTY ETF TR
$18.2M
3
PIMCO ETF TR
$17.2M
TRIBRIDGE PARTNERS FINANCIAL LLC
$242M
Top holdings
1
VANGUARD INDEX FDS
$58.9M
2
CAPITAL GRP FIXED INCM ETF T
$26.9M
3
CAPITAL GROUP GROWTH ETF
$26.5M
DENKAPPARAT OPERATIONS GMBH
$242M
Top holdings
1
ASML HLDG NV
$2.66M
2
TELEFONAKTIEBOLAGET LM ERICS
$2.51M
3
LOGITECH INTL S A
$2.44M
BALLENTINE CAPITAL ADVISORS, INC
$242M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
VANGUARD TAX-MANAGED FDS
$32.7M
3
VANGUARD BD INDEX FDS
$29.2M
PHYSICIAN WEALTH SOLUTIONS INC.
$242M
Top holdings
1
DIMENSIONAL ETF TRUST
$151M
2
AMERICAN CENTY ETF TR
$50.5M
3
VANGUARD MUN BD FDS
$16.8M
DEAN CAPITAL MANAGEMENT
$241M
Top holdings
1
LITTELFUSE INC
$4.51M
2
HELMERICH & PAYNE INC
$4.36M
3
SANFILIPPO JOHN B & SON INC
$4.29M
THOR TRADING ADVISORS, LLC
$241M
Top holdings
1
STATE STR SPDR DOW JONES IND
$93M
2
STATE STR SPDR S&P 500 ETF T
$91.3M
3
SELECT SECTOR SPDR TR
$53.7M
