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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
TACONIC CAPITAL ADVISORS LP
$229M
Top holdings
1
ISHARES TR
$68.2M
2
BRISTOW GROUP INC
$49.1M
3
CBL & ASSOC PPTYS INC
$23.4M
GRANITE HARBOR ADVISORS, INC.
$229M
Top holdings
1
ISHARES TR
$58.6M
2
SELECT SECTOR SPDR TR
$31.1M
3
INVESCO QQQ TR
$19.4M
NBZ INVESTMENT ADVISORS LLC
$229M
Top holdings
1
SPDR SERIES TRUST
$30.5M
2
INVESCO EXCHANGE TRADED FD T
$27.6M
3
AMPLIFY ETF TR
$23.7M
TWO POINT CAPITAL MANAGEMENT, INC.
$229M
Top holdings
1
ALPHABET INC
$18.6M
2
D R HORTON INC
$18M
3
MICROSOFT CORP
$17.3M
MONEYWISE, INC.
$229M
Top holdings
1
ISHARES TR
$85.8M
2
SCHWAB STRATEGIC TR
$35M
3
VANGUARD INDEX FDS
$19.9M
ABOUND FINANCIAL, LLC
$229M
Top holdings
1
SPDR SERIES TRUST
$134M
2
HARRIS OAKMARK ETF TRUST
$25.7M
3
SPDR INDEX SHS FDS
$19.7M
WORTH FINANCIAL ADVISORY GROUP, LLC
$229M
Top holdings
1
AMAZON COM INC
$52.1M
2
AB ACTIVE ETFS INC
$30M
3
ALPHABET INC
$28.6M
CARL STUART INVESTMENT ADVISOR, INC
$229M
Top holdings
1
VANGUARD INDEX FDS
$135M
2
ISHARES GOLD TR
$48.2M
3
VANGUARD STAR FDS
$29M
ONE WEALTH CAPITAL MANAGEMENT, LLC
$229M
Top holdings
1
ISHARES TR
$86.5M
2
MICROSOFT CORP
$39.5M
3
BLACKROCK ETF TRUST
$23.8M
IRON FINANCIAL LLC
$229M
Top holdings
1
ISHARES TR
$31.6M
2
SCHWAB STRATEGIC TR
$21.2M
3
CME GROUP INC
$17.2M
COSMIC MANAGEMENT, LLC
$229M
Top holdings
1
NAVAN INC
$94.5M
2
FIGMA INC
$85.7M
3
SAMSARA INC
$39.8M
GEOSPHERE CAPITAL MANAGEMENT, LLC
$229M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$31.9M
2
INVESCO QQQ TR
$30.8M
3
BKV CORP
$15.4M
SHELTON WEALTH MANAGEMENT, LLC
$229M
Top holdings
1
ISHARES TR
$84.4M
2
FIRST TR EXCHANGE-TRADED FD
$18M
3
SCHWAB STRATEGIC TR
$4.01M
ALLIE FAMILY OFFICE LLC
$228M
Top holdings
1
ISHARES TR
$68.8M
2
STATE STR SPDR S&P 500 ETF T
$46.6M
3
VANGUARD INDEX FDS
$23.7M
MY PERSONAL CFO, LLC
$228M
Top holdings
1
VANGUARD INDEX FDS
$47.6M
2
INNOVATOR ETFS TRUST
$29.8M
3
DIMENSIONAL ETF TRUST
$20.5M
CHRIS BULMAN INC
$228M
Top holdings
1
INNOVATOR ETFS TRUST
$46.7M
2
VANGUARD INDEX FDS
$33.3M
3
FIRST TR EXCHANGE TRADED FD
$24.4M
CONRAD N. HILTON FOUNDATION
$228M
Top holdings
1
ISHARES TR
$228M
FINANCIAL PLANNING NAVIGATORS CORP
$228M
Top holdings
1
VANGUARD INDEX FDS
$55.8M
2
VANGUARD TAX-MANAGED FDS
$46.4M
3
ISHARES TR
$24.2M
UNION SAVINGS BANK
$228M
Top holdings
1
ISHARES TR
$37.8M
2
INVESCO EXCHANGE TRADED FD T
$36.7M
3
BERKSHIRE HATHAWAY INC DEL
$23.6M
FCG INVESTMENT CO
$228M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$22.9M
2
NVIDIA CORPORATION
$14.6M
3
MICROSOFT CORP
$12.2M
