Trending
Tree map
Stacked
Scatter
Network
Map
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
BYRNE FINANCIAL FREEDOM, LLC
$209M
Top holdings
1
AMAZON COM INC
$18.7M
2
ALPHABET INC
$18.1M
3
ARK ETF TR
$13.2M
ALLODIUM INVESTMENT CONSULTANTS, LLC
$209M
Top holdings
1
DIMENSIONAL ETF TRUST
$112M
2
AMERICAN CENTY ETF TR
$24.5M
3
ISHARES TR
$16.9M
PLAN A WEALTH LLC
$209M
Top holdings
1
NORTHERN LTS FD TR IV
$48.2M
2
UNIFIED SER TR
$29M
3
BERKSHIRE HATHAWAY INC DEL
$20.2M
BERNZOTT CAPITAL ADVISORS
$209M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$14.5M
2
ARCHROCK INC
$8.68M
3
MP MATERIALS CORP
$8.43M
BEARTOWN CAPITAL MANAGEMENT, LLC
$209M
Top holdings
1
TERAWULF INC
$29.9M
2
CLEANSPARK INC
$27.7M
3
CORE SCIENTIFIC INC NEW
$21.7M
ADE, LLC
$209M
Top holdings
1
ISHARES TR
$53.5M
2
VANGUARD INDEX FDS
$35.1M
3
T ROWE PRICE ETF INC
$21.5M
MARSHALL INVESTMENT MANAGEMENT, LLC
$208M
Top holdings
1
SPDR GOLD TR
$20.2M
2
FIRST TR EXCHANGE-TRADED FD
$19.8M
3
FIRST TR EXCHANGE TRADED FD
$17.8M
STERLING INVESTMENT ADVISORS LLC
$208M
Top holdings
1
ISHARES TR
$147M
2
ISHARES INC
$29.8M
3
VANGUARD INDEX FDS
$12.3M
ELCO MANAGEMENT CO., LLC
$208M
Top holdings
1
WILLIAMS COS INC
$13.2M
2
CHENIERE ENERGY INC
$13.1M
3
TARGA RES CORP
$12.4M
SUMMIT PLACE FINANCIAL ADVISORS, LLC
$208M
Top holdings
1
ISHARES TR
$9.41M
2
ISHARES GOLD TR
$8.66M
3
APPLE INC
$8.66M
GENEVA PARTNERS, LLC
$208M
Top holdings
1
ISHARES TR
$21.7M
2
NVIDIA CORPORATION
$13.9M
3
ALPHABET INC
$13.6M
STEINBERGANNA WEALTH MANAGEMENT
$208M
Top holdings
1
ISHARES TR
$68M
2
INVESCO QQQ TR
$22.1M
3
STATE STR SPDR S&P 500 ETF T
$21.7M
AMERICAN STATE BANK IOWA
$208M
Top holdings
1
ISHARES TR
$45.2M
2
NVIDIA CORPORATION
$19.5M
3
INVESCO QQQ TR
$8.91M
BLACKDIAMOND WEALTH MANAGEMENT, LLC
$208M
Top holdings
1
ISHARES TR
$19.7M
2
WISDOMTREE TR
$15M
3
SPDR SERIES TRUST
$11.6M
ESTATE PLANNERS GROUP, LLC
$208M
Top holdings
1
GUGGENHEIM STRATEGIC OPPORTU
$26.1M
2
PIMCO DYNAMIC INCOME FD
$22.4M
3
SERIES PORTFOLIOS TR
$19.9M
MILLER CAPITAL PARTNERS, INC.
$208M
Top holdings
1
LAM RESEARCH CORP
$22M
2
VANGUARD SCOTTSDALE FDS
$10.9M
3
ASML HLDG NV
$9.71M
CATAWBA RIVER CAPITAL
$208M
Top holdings
1
FIDELITY MERRIMACK STR TR
$22.9M
2
QXO INC
$22M
3
SPDR GOLD TR
$18.7M
MA INVESTMENT PARTNERSHIP, LP
$208M
Top holdings
1
SANDISK CORP
$63.5M
2
NVIDIA CORPORATION
$34.9M
3
VERTIV HOLDINGS CO
$25.1M
WEALTH INTELLIGENCE, LLC
$208M
Top holdings
1
LOWES COS INC
$71.3M
2
FIRST TR EXCHANGE-TRADED FD
$19.7M
3
VANECK ETF TRUST
$11M
FOX HILL WEALTH MANAGEMENT
$208M
Top holdings
1
MICROSOFT CORP
$16.1M
2
NVIDIA CORPORATION
$12.3M
3
APPLE INC
$10.7M
