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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
SPRINKLE FINANCIAL CONSULTANTS LLC
$217M
Top holdings
1
DIMENSIONAL ETF TRUST
$43.5M
2
J P MORGAN EXCHANGE TRADED F
$41.5M
3
ISHARES TR
$26.6M
MITCHELL SINKLER & STARR
$217M
Top holdings
1
VANGUARD INDEX FDS
$19.8M
2
SCHWAB STRATEGIC TR
$13M
3
APPLE INC
$11.7M
ALHAMBRA INVESTMENT MANAGEMENT LLC
$217M
Top holdings
1
ISHARES TR
$35.9M
2
SCHWAB STRATEGIC TR
$18.2M
3
VANGUARD SCOTTSDALE FDS
$13.5M
OLD NORTH STATE WEALTH MANAGEMENT, LLC
$216M
Top holdings
1
VANGUARD INDEX FDS
$13.1M
2
BERKSHIRE HATHAWAY INC DEL
$12.8M
3
LYONDELLBASELL INDUSTRIES NV
$9.62M
POSTROCK PARTNERS LLC
$216M
Top holdings
1
APPLE INC
$36.5M
2
BERKSHIRE HATHAWAY INC DEL
$32.1M
3
ALPHABET INC
$21.8M
MADER & SHANNON WEALTH MANAGEMENT, INC.
$216M
Top holdings
1
ISHARES TR
$73.1M
2
ISHARES GOLD TR
$29.4M
3
SPDR GOLD TR
$29.3M
STATE INSURANCE FUND
$216M
Top holdings
1
MORGAN STANLEY ETF TRUST
$216M
VIEWPOINT INVESTMENT PARTNERS CORP
$216M
Top holdings
1
ISHARES TR
$37.5M
2
VANECK ETF TRUST
$20.8M
3
VANGUARD INDEX FDS
$12.9M
BLUEDOOR PRIVATE WEALTH, LLC
$216M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$29.6M
2
ISHARES TR
$25M
3
VANGUARD INDEX FDS
$13.7M
MURPHY, MIDDLETON, HINKLE & PARKER, INC.
$216M
Top holdings
1
ISHARES TR
$39.2M
2
SCHWAB STRATEGIC TR
$26.9M
3
WALMART INC
$6.34M
1248 MANAGEMENT, LLC
$216M
Top holdings
1
PALMER SQUARE CAPITAL BDC IN
$30M
2
ISHARES TR
$19.4M
3
ALPHABET INC
$14.9M
LONG ISLAND WEALTH MANAGEMENT, INC.
$216M
Top holdings
1
INNOVATOR ETFS TRUST
$76.3M
2
VANGUARD INDEX FDS
$34.9M
3
VANGUARD INTL EQUITY INDEX F
$15.6M
HARDIN CAPITAL PARTNERS, LLC
$216M
Top holdings
1
LOWES COS INC
$101M
2
VANGUARD INDEX FDS
$13.4M
3
SCHWAB STRATEGIC TR
$8.14M
OPTIMA CAPITAL LLC
$215M
Top holdings
1
WISDOMTREE TR
$17.3M
2
J P MORGAN EXCHANGE TRADED F
$16.9M
3
DIMENSIONAL ETF TRUST
$16.2M
NEXTBIO CAPITAL MANAGEMENT LP
$215M
Top holdings
1
TERNS PHARMACEUTICALS INC
$31.9M
2
PROTAGONIST THERAPEUTICS INC
$24.2M
3
SHATTUCK LABS INC
$20.3M
ECON FINANCIAL SERVICES CORP
$215M
Top holdings
1
SELECT SECTOR SPDR TR
$19.1M
2
J P MORGAN EXCHANGE TRADED F
$17.1M
3
PIMCO ETF TR
$17M
AULL & MONROE INVESTMENT MANAGEMENT CORP
$215M
Top holdings
1
CATERPILLAR INC
$11.7M
2
ELI LILLY & CO
$8.61M
3
SOUTHERN CO
$7.54M
VIRTUS ADVISERS, LLC
$215M
Top holdings
1
VIRTUS ETF TR II
$34.3M
2
CREDICORP LTD
$5.89M
3
CENTERRA GOLD INC
$5.79M
PAUL R. RIED FINANCIAL GROUP, LLC
$215M
Top holdings
1
GOLDMAN SACHS ETF TR
$51.7M
2
SPROTT FDS TR
$33.2M
3
MFS ACTIVE EXCHANGE TRADED F
$25.6M
CORE WEALTH PARTNERS LLC
$215M
Top holdings
1
APPLE INC
$16M
2
ISHARES TR
$16M
3
ROCKWELL AUTOMATION INC
$15M
