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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
BANK OF JACKSON HOLE TRUST
$207M
Top holdings
1
ISHARES TR
$52.2M
2
VANGUARD INDEX FDS
$9.45M
3
APPLE INC
$8.14M
TABLEAUX LLC
$206M
Top holdings
1
SPDR SERIES TRUST
$28.4M
2
ISHARES TR
$25.3M
3
DIMENSIONAL ETF TRUST
$23.4M
PACIFIC SUN FINANCIAL CORP
$206M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$25.9M
2
ISHARES TR
$24.9M
3
FIRST TR EXCHANGE-TRADED FD
$23.4M
HARVEST MANAGEMENT LLC
$206M
Top holdings
1
ELECTRONIC ARTS INC
$37.5M
2
WARNER BROS DISCOVERY INC
$23.1M
3
NORFOLK SOUTHN CORP
$20.8M
ACCENT CAPITAL MANAGEMENT, LLC
$206M
Top holdings
1
ALPHABET INC
$25.2M
2
NVIDIA CORPORATION
$24.7M
3
APPLE INC
$23.9M
OXENFREE CAPITAL LLC
$206M
Top holdings
1
EA SERIES TRUST
$131M
2
ISHARES TR
$29.3M
3
VANGUARD TAX-MANAGED FDS
$6.67M
WERLINICH ASSET MANAGEMENT, LLC
$206M
Top holdings
1
NVIDIA CORPORATION
$35.9M
2
HUBBELL INC
$11.4M
3
JPMORGAN CHASE & CO
$10.4M
TWIN SECURITIES, INC.
$206M
Top holdings
1
ELECTRONIC ARTS INC
$91.1M
2
WARNER BROS DISCOVERY INC
$35.7M
3
CLEARWATER ANALYTICS HLDGS I
$27.5M
ALL-STARS INVESTMENT LTD
$206M
Top holdings
1
FULL TRUCK ALLIANCE CO LTD
$183M
2
ISHARES BITCOIN TRUST ETF
$13.1M
3
ISHARES ETHEREUM TR
$7.01M
STANCE CAPITAL LLC
$206M
Top holdings
1
HENNESSY FDS TR
$15M
2
EA SERIES TRUST
$7.14M
3
BRISTOL-MYERS SQUIBB CO
$5.11M
LANDING POINT FINANCIAL GROUP, LLC
$206M
Top holdings
1
ISHARES TR
$87.9M
2
FIDELITY COVINGTON TRUST
$37.6M
3
BLACKROCK ETF TRUST II
$15.5M
ALPHA FAMILY TRUST
$206M
Top holdings
1
NVIDIA CORPORATION
$19.8M
2
APPLE INC
$15.4M
3
ALPHABET INC
$15.1M
SOL CAPITAL MANAGEMENT CO
$206M
Top holdings
1
VANGUARD INDEX FDS
$73.2M
2
ISHARES TR
$64.4M
3
DIMENSIONAL ETF TRUST
$13.2M
MAY BARNHARD INVESTMENTS LLC
$206M
Top holdings
1
VANGUARD INDEX FDS
$62.5M
2
ISHARES TR
$54.2M
3
SCHWAB STRATEGIC TR
$41.7M
HAROLD DAVIDSON & ASSOCIATES INC.
$206M
Top holdings
1
APPLE INC
$49.4M
2
CISCO SYS INC
$21.8M
3
MICROSOFT CORP
$14.6M
STENHAM ASSET MANAGEMENT LTD
$206M
Top holdings
1
SPDR GOLD TR
$140M
2
HONEYWELL INTL INC
$8.46M
3
AMAZON COM INC
$7.97M
AMERICAN FINANCIAL & TAX STRATEGIES INC
$206M
Top holdings
1
ISHARES TR
$25.7M
2
SPDR SERIES TRUST
$21.1M
3
WISDOMTREE TR
$19.4M
MN WEALTH ADVISORS, LLC
$206M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$81.5M
2
AMERICAN CENTY ETF TR
$16.5M
3
RBB FUND TRUST
$12.3M
JIM SAULNIER & ASSOCIATES, LLC
$205M
Top holdings
1
ISHARES TR
$90.4M
2
PGIM ROCK ETF TR
$35.5M
3
VANGUARD INSTL INDEX FD
$14M
FORTUNE 45 LLC
$205M
Top holdings
1
VANGUARD INDEX FDS
$78.1M
2
INVESCO QQQ TR
$54M
3
SPDR SERIES TRUST
$19.7M
