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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
BDFS CAPITAL LLC
$208M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$67.2M
2
DIMENSIONAL ETF TRUST
$46.4M
3
ISHARES TR
$15.6M
KENSINGTON INVESTMENT COUNSEL, LLC
$208M
Top holdings
1
APPLE INC
$15.6M
2
MICROSOFT CORP
$11.2M
3
ABBVIE INC
$8.16M
HYPERION CAPITAL ADVISORS LP
$208M
Top holdings
1
ALPHABET INC
$33.7M
2
ICON PLC
$15.8M
3
ELEVANCE HEALTH INC FORMERLY
$14.9M
BIRCHCREEK WEALTH MANAGEMENT, LLC
$208M
Top holdings
1
ISHARES TR
$78M
2
DIMENSIONAL ETF TRUST
$17.1M
3
SPDR SERIES TRUST
$15.9M
BRIGHTON SECURITIES CORP.
$208M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
VANGUARD BD INDEX FDS
$38.2M
3
SPDR INDEX SHS FDS
$30.9M
SECURITY NATIONAL BANK OF SO DAK
$207M
Top holdings
1
BNY MELLON ETF TRUST II
$12M
2
APPLE INC
$11M
3
ALPHABET INC
$9.94M
RELIANT INVESTMENT MANAGEMENT, LLC
$207M
Top holdings
1
BROADCOM INC
$17.3M
2
QUANTA SVCS INC
$14.4M
3
ALPHABET INC
$13.8M
STEPSTONE GROUP LP
$207M
Top holdings
1
KARMAN HLDGS INC
$70.2M
2
STUBHUB HLDGS INC
$47.2M
3
XANADU QUANTUM TECHNOLO LTD
$26.2M
MATRIX PRIVATE CAPITAL GROUP LLC
$207M
Top holdings
1
ISHARES TR
$59.7M
2
VANGUARD INDEX FDS
$42.4M
3
EATON VANCE TAX-MANAGED DIVE
$11.1M
CIBRA CAPITAL LTD
$207M
Top holdings
1
AMICUS THERAPEUTIC
$24.4M
2
SEALED AIR CORP NEW
$21.6M
3
TXNM ENERGY INC
$16.6M
RICHARDSON CAPITAL MANAGEMENT LLC
$207M
Top holdings
1
SCHWAB STRATEGIC TR
$123M
2
VANGUARD INDEX FDS
$23.4M
3
ISHARES TR
$23.1M
JOHNSON WEALTH MANAGEMENT, LLC
$207M
Top holdings
1
DIMENSIONAL ETF TRUST
$179M
2
VANGUARD INDEX FDS
$8.1M
3
GILEAD SCIENCES INC
$2.74M
J. MARK NICKELL & CO.
$207M
Top holdings
1
ISHARES TR
$76.1M
2
VANGUARD INDEX FDS
$24M
3
GMO ETF TRUST
$18.9M
PLUSTICK MANAGEMENT LLC
$207M
Top holdings
1
ECHOSTAR CORP
$45.7M
2
NEXTNAV INC
$27.4M
3
ANTERIX INC
$19.1M
NORTHSTAR ASSET MANAGEMENT LLC
$207M
Top holdings
1
ISHARES TR
$53.3M
2
GOLDMAN SACHS ETF TR
$29.2M
3
VANGUARD INDEX FDS
$23.5M
TENRET CO LLC
$207M
Top holdings
1
VANGUARD INDEX FDS
$72.7M
2
SCHWAB STRATEGIC TR
$39.5M
3
VANGUARD TAX-MANAGED FDS
$32M
RETIREMITTEN FINANCIAL LLC
$207M
Top holdings
1
SPDR SERIES TRUST
$125M
2
VANGUARD WHITEHALL FDS
$28.4M
3
ISHARES TR
$19.5M
CHRONOS WEALTH MANAGEMENT, LLC
$207M
Top holdings
1
ELI LILLY & CO
$19.2M
2
ALPHABET INC
$17.3M
3
APPLE INC
$14.7M
INFUSIVE ASSET MANAGEMENT INC.
$207M
Top holdings
1
MICROSOFT CORP
$13.9M
2
AMAZON COM INC
$13.8M
3
WALMART INC
$12.9M
MELIA WEALTH LLC
$207M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$24.3M
2
TRINITY CAP INC
$19.1M
3
ETFIS SER TR I
$15.8M
