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
FLOWER CITY CAPITAL
$199M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$72M
2
VANGUARD INTL EQUITY INDEX F
$68.1M
3
VANGUARD INDEX FDS
$19.5M
LCM CAPITAL MANAGEMENT INC
$199M
Top holdings
1
STATE STR SPDR S&P MIDCAP 40
$27M
2
STATE STR SPDR S&P 500 ETF T
$25.8M
3
ISHARES TR
$24.7M
STRATEGIC PLANNING, INC.
$199M
Top holdings
1
AMAZON COM INC
$23.7M
2
DOW HLDGS INC
$21.6M
3
APPLE INC
$20.3M
PROSPERA CAPITAL MANAGEMENT, LLC
$199M
Top holdings
1
VANGUARD INDEX FDS
$108M
2
VANGUARD STAR FDS
$27.2M
3
VANGUARD BD INDEX FDS
$19M
ASSET ADVISORY GROUP, INC.
$199M
Top holdings
1
APPLE INC
$16.6M
2
SCHWAB STRATEGIC TR
$16.1M
3
VANGUARD INDEX FDS
$15.4M
PARK AVENUE INSTITUTIONAL ADVISERS LLC
$199M
Top holdings
1
JANUS DETROIT STR TR
$198M
2
REVOLUTION MEDICINES INC
$497k
3
BRAZE INC
$210k
PULLEN INVESTMENT MANAGEMENT, LLC
$199M
Top holdings
1
VANGUARD INDEX FDS
$21.3M
2
LINCOLN EDL SVCS CORP
$7.64M
3
CHEVRON CORPORATION
$5.29M
DILATION CAPITAL MANAGEMENT LP
$199M
Top holdings
1
BOEING CO
$21.7M
2
NVIDIA CORPORATION
$15.3M
3
SHERWIN WILLIAMS CO
$15.3M
PLOTKIN FINANCIAL ADVISORS, LLC
$199M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$30.1M
2
VANGUARD INDEX FDS
$21.2M
3
VANECK ETF TRUST
$16.6M
CAPE ANN SAVINGS BANK
$199M
Top holdings
1
ISHARES TR
$59.8M
2
ISHARES GOLD TR
$11.6M
3
APPLE INC
$8.89M
DISCIPLINED EQUITY MANAGEMENT, INC.
$199M
Top holdings
1
DIMENSIONAL ETF TRUST
$152M
2
DOW HLDGS INC
$3.45M
3
VERIZON COMMUNICATIONS INC
$2.67M
PATRICK MAURO INVESTMENT ADVISOR, INC.
$199M
Top holdings
1
ISHARES TR
$17.3M
2
CME GROUP INC
$14.1M
3
WATSCO INC
$12.8M
PENNANT SELECT, LLC
$199M
Top holdings
1
ECHOSTAR CORP
$49.4M
2
AMAZON COM INC
$25.3M
3
MICROSOFT CORP
$25M
NOBLE WEALTH MANAGEMENT PBC
$199M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$12.1M
2
ISHARES TR
$11M
3
PIMCO DYNAMIC INCOME FD
$9.89M
MENDEL CAPITAL MANAGEMENT LLC
$199M
Top holdings
1
ISHARES TR
$31.6M
2
SCHWAB STRATEGIC TR
$24.8M
3
SELECT SECTOR SPDR TR
$22.6M
GRAY PRIVATE WEALTH, LLC
$199M
Top holdings
1
ISHARES TR
$161M
2
VANGUARD INDEX FDS
$10.8M
3
WISDOMTREE TR
$7.61M
SAGE PRIVATE WEALTH GROUP, LLC
$199M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$21.9M
2
FIRST TR EXCH TRD ALPHDX FD
$18.8M
3
CAPITAL GROUP DIVIDEND VALUE
$17.9M
NIATROSS INVESTMENTS LTD
$199M
Top holdings
1
KT CORP
$199M
SMITH THORNTON ADVISORS LLC
$199M
Top holdings
1
ISHARES TR
$22.8M
2
CAPITAL GRP FIXED INCM ETF T
$17M
3
VICTORY PORTFOLIOS II
$16M
KILTERHOWLING LLC
$198M
Top holdings
1
ISHARES TR
$36.3M
2
VANGUARD INDEX FDS
$32.4M
3
SCHWAB STRATEGIC TR
$31.9M
