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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
HORIZON ADVISORY SERVICES, INC.
$195M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$80M
2
ISHARES TR
$41.1M
3
HARBOR ETF TRUST
$30.3M
MISSION HILLS FINANCIAL ADVISORY, LLC
$195M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$19M
2
PIMCO ETF TR
$17.5M
3
VANECK ETF TRUST
$16.2M
REVERE ASSET MANAGEMENT, INC
$195M
Top holdings
1
SPDR SERIES TRUST
$92.5M
2
PROSHARES TR
$64.2M
3
DIREXION SHARES ETF TRUST
$14.2M
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP
$195M
Top holdings
1
ISHARES TR
$126M
2
VANGUARD BD INDEX FDS
$47M
3
VANGUARD SCOTTSDALE FDS
$14.4M
YARDLEY WEALTH MANAGEMENT LLC
$195M
Top holdings
1
DIMENSIONAL ETF TRUST
$122M
2
AMERICAN CENTY ETF TR
$45.2M
3
EA SERIES TRUST
$15.1M
CASTLEVIEW PARTNERS, LLC
$195M
Top holdings
1
VALUED ADVISERS TR
$25.2M
2
ADVISOR MANAGED PORTFOLIOS
$8.44M
3
VANECK ETF TRUST
$7.14M
W ADVISORS, LLC
$195M
Top holdings
1
ISHARES TR
$80.2M
2
APPLE INC
$10.3M
3
MERCK & CO INC
$8.73M
CRESTVIEW PARTNERS III GP, L.P.
$195M
Top holdings
1
FIDELIS INSURANCE HOLDINGS L
$186M
2
PROFRAC HLDG CORP
$8.92M
LANTERN WEALTH ADVISORS, LLC
$195M
Top holdings
1
ISHARES TR
$20.5M
2
AMERICAN CENTY ETF TR
$15.7M
3
APPLE INC
$9.63M
ALETHEA CAPITAL MANAGEMENT, LLC
$195M
Top holdings
1
AXSOME THERAPEUTICS INC.
$110M
2
SPDR SERIES TRUST
$58.7M
3
KURA ONCOLOGY INC
$12.4M
WESTCAP MANAGEMENT, LLC
$195M
Top holdings
1
STUBHUB HLDGS INC
$181M
2
KLARNA GROUP PLC
$14M
TOWER VIEW WEALTH MANAGEMENT LLC
$195M
Top holdings
1
VANGUARD INDEX FDS
$15M
2
ALPHABET INC
$12.7M
3
TAIWAN SEMICONDUCTOR MANUFAC
$12.4M
SYMPHONY FINANCIAL SERVICES, INC.
$195M
Top holdings
1
PIMCO ETF TR
$20.6M
2
ISHARES TR
$18.5M
3
FIRST TR EXCHNG TRADED FD VI
$17.7M
WYNN CAPITAL, LLC
$195M
Top holdings
1
SCHWAB STRATEGIC TR
$25.5M
2
MICROSOFT CORP
$10.9M
3
TESLA INC
$9.33M
NEXT LEVEL WEALTH PLANNING, LLC
$195M
Top holdings
1
VANGUARD INDEX FDS
$89.9M
2
SCHWAB STRATEGIC TR
$26.9M
3
DIMENSIONAL ETF TRUST
$22.7M
CLAYTON FINANCIAL GROUP LLC
$195M
Top holdings
1
VANGUARD INDEX FDS
$104M
2
ISHARES TR
$29.4M
3
SOUTHERN MO BANCORP INC
$17.9M
EXIT WEALTH ADVISORS, LLC.
$195M
Top holdings
1
WISDOMTREE TR
$42.2M
2
ISHARES TR
$20.9M
3
ISHARES GOLD TR
$10.6M
CASSIA CAPITAL PARTNERS, LLC
$194M
Top holdings
1
ISHARES TR
$45.7M
2
J P MORGAN EXCHANGE TRADED F
$20.4M
3
SPDR GOLD TR
$19.3M
KANE INVESTMENT MANAGEMENT, INC.
$194M
Top holdings
1
NVIDIA CORPORATION
$63.1M
2
APPLE INC
$10.4M
3
ISHARES TR
$9.19M
TREASURE COAST FINANCIAL PLANNING
$194M
Top holdings
1
SPDR SERIES TRUST
$88.4M
2
SPDR INDEX SHS FDS
$40.5M
3
PIMCO ETF TR
$14.9M
