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
FOUR TREE ISLAND ADVISORY LLC
$198M
Top holdings
1
LAM RESEARCH CORP
$48.8M
2
MUELLER INDS INC
$25.3M
3
JACKSON FINANCIAL INC
$24.5M
TRUE LIGHT CAPITAL PTE. LTD.
$198M
Top holdings
1
PDD HOLDINGS INC
$64M
2
H WORLD GROUP LTD
$33.9M
3
ALIBABA GROUP HLDG LTD
$33.5M
COMPREHENSIVE WEALTH MANAGEMENT, LLC
$198M
Top holdings
1
SELECT SECTOR SPDR TR
$46.1M
2
GUINNESS ATKINSON FDS
$34M
3
SPDR INDEX SHS FDS
$25.2M
SPRING CAPITAL MANAGEMENT, LLC
$198M
Top holdings
1
APPLE INC
$15.2M
2
EATON CORP PLC
$11.4M
3
JOHNSON & JOHNSON
$10.8M
HOLOS INTEGRATED WEALTH LLC
$198M
Top holdings
1
INNOVATOR ETFS TRUST
$31.3M
2
FIRST TR EXCHNG TRADED FD VI
$23.4M
3
FIDELITY MERRIMACK STR TR
$18.4M
PLANNING DIRECTIONS INC
$198M
Top holdings
1
ISHARES TR
$40.8M
2
J P MORGAN EXCHANGE TRADED F
$19.5M
3
VANGUARD INDEX FDS
$18.8M
AMERIFLEX GROUP, INC.
$198M
Top holdings
1
APPLE INC
$13.4M
2
ISHARES TR
$13.2M
3
NVIDIA CORPORATION
$10.6M
ALPHA ZERO LLC
$198M
Top holdings
1
ISHARES TR
$52.1M
2
SCHWAB STRATEGIC TR
$35.7M
3
INVESCO QQQ TR
$14.2M
CLARITY ASSET MANAGEMENT, INC.
$198M
Top holdings
1
SPDR SERIES TRUST
$27M
2
ISHARES TR
$24.1M
3
AMERICAN CENTY ETF TR
$22.5M
EVEREST MANAGEMENT CORP.
$197M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.2M
2
EA SERIES TRUST
$25.5M
3
ALPHABET INC
$25.1M
CROSS STAFF INVESTMENTS INC
$197M
Top holdings
1
NVIDIA CORPORATION
$27.1M
2
COSTCO WHOLESALE CORPORATION
$18.5M
3
PROFESIONALLY MANAGED PORTFO
$15.4M
PRIVIUM FUND MANAGEMENT UK LTD
$197M
Top holdings
1
VANGUARD INDEX FDS
$71.7M
2
ISHARES TR
$45.3M
3
ALASKA AIR GROUP INC
$12.7M
ENTERPRISE FINANCIAL SERVICES CORP
$197M
Top holdings
1
ENTERPRISE FINL SVCS CORP
$18M
2
APPLE INC
$12.2M
3
PEPSICO INC
$10.5M
GILDI - LIFEYRISSJODUR
$197M
Top holdings
1
JBT MAREL CORPORATION
$133M
2
OCULIS HOLDING AG
$64.3M
ELWOOD CAPITAL PARTNERS LP
$197M
Top holdings
1
AMAZON COM INC
$35.4M
2
STATE STR SPDR S&P 500 ETF T
$32.5M
3
UNITEDHEALTH GROUP INC
$32.5M
SOCHA FINANCIAL GROUP, LLC
$197M
Top holdings
1
INVESCO QQQ TR
$46.5M
2
STATE STR SPDR S&P 500 ETF T
$43.6M
3
FIDELITY COVINGTON TRUST
$30.1M
BRUCKE FINANCIAL, INC.
$197M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$27M
2
VANGUARD TAX-MANAGED FDS
$23.5M
3
PGIM ROCK ETF TR
$18.9M
BARNES WEALTH MANAGEMENT GROUP, INC
$197M
Top holdings
1
ISHARES TR
$52.8M
2
BLACKROCK ETF TRUST
$17.2M
3
PIMCO ETF TR
$15.4M
ISLAY CAPITAL MANAGEMENT, LLC
$197M
Top holdings
1
SCHWAB STRATEGIC TR
$27.3M
2
SPDR SERIES TRUST
$18.5M
3
ISHARES TR
$16.3M
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
$197M
Top holdings
1
AMERICAN CENTY ETF TR
$53.6M
2
DIMENSIONAL ETF TRUST
$53.4M
3
VANGUARD INDEX FDS
$39.9M
