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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
PETTEE INVESTORS, INC.
$194M
Top holdings
1
JPMORGAN CHASE & CO
$14.1M
2
JOHNSON & JOHNSON
$9.61M
3
ALPHABET INC
$9.42M
17 CAPITAL PARTNERS, LLC
$194M
Top holdings
1
ISHARES TR
$31.4M
2
META PLATFORMS INC
$25.2M
3
ALPHABET INC
$9.17M
OEP CAPITAL ADVISORS, L.P.
$194M
Top holdings
1
ADAPTHEALTH CORP
$194M
IFS ADVISORS, LLC
$194M
Top holdings
1
ISHARES TR
$130M
2
SCHWAB STRATEGIC TR
$19M
3
INVESCO EXCH TRD SLF IDX FD
$14.8M
TRUE VISION MN LLC
$194M
Top holdings
1
ISHARES TR
$107M
2
BLACKROCK ETF TRUST
$24.5M
3
ISHARES INC
$8.66M
OMNI 360 WEALTH, INC.
$194M
Top holdings
1
ISHARES TR
$62.5M
2
DIMENSIONAL ETF TRUST
$18.7M
3
SPDR SERIES TRUST
$13.8M
EVERGREEN WEALTH MANAGEMENT, LLC
$194M
Top holdings
1
VANGUARD BD INDEX FDS
$21.6M
2
VANGUARD INDEX FDS
$18.7M
3
VANGUARD SPECIALIZED FUNDS
$14.6M
GENERALI INVESTMENTS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH
$194M
Top holdings
1
MICROSOFT CORP
$11.3M
2
NVIDIA CORPORATION
$10.4M
3
AMAZON COM INC
$7.64M
SEA CLIFF PARTNERS MANAGEMENT, LP
$194M
Top holdings
1
BRIGHTSPRING HEALTH SVCS INC
$33.4M
2
WESCO INTL INC
$23.6M
3
LIFE TIME GROUP HOLDINGS INC
$17.7M
RAINWATER CHARITABLE FOUNDATION
$194M
Top holdings
1
VANGUARD INDEX FDS
$133M
2
VANGUARD SCOTTSDALE FDS
$49.1M
3
FRANKLIN TEMPLETON ETF TR
$11.9M
VVR HOLDINGS LLC
$194M
Top holdings
1
VANGUARD INDEX FDS
$69M
2
CAPITAL GROUP DIVIDEND VALUE
$18.1M
3
SCHWAB STRATEGIC TR
$17.9M
BANKPLUS WEALTH MANAGEMENT LLC
$194M
Top holdings
1
ISHARES TR
$73.6M
2
J P MORGAN EXCHANGE TRADED F
$26M
3
VANGUARD BD INDEX FDS
$5.97M
LEGAL ADVANTAGE INVESTMENTS, INC.
$194M
Top holdings
1
ELBIT SYS LTD
$12.5M
2
TRANSDIGM GROUP INC
$8.58M
3
VSE CORP
$8.46M
BOSTONPREMIER WEALTH LLC
$194M
Top holdings
1
VANGUARD INDEX FDS
$56.2M
2
ISHARES TR
$34.7M
3
INVESCO QQQ TR
$27.7M
MITSUBISHI UFJ ASSET MANAGEMENT UK LTD.
$193M
Top holdings
1
ISHARES TR
$21.4M
2
NVIDIA CORPORATION
$9.16M
3
VANGUARD ADMIRAL FDS INC
$8.59M
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
$193M
Top holdings
1
ISHARES TR
$106M
2
VANGUARD INDEX FDS
$48M
3
VANGUARD CHARLOTTE FDS
$9.46M
JACKSON HILL ADVISORS, LLC
$193M
Top holdings
1
BROOKFIELD CORP
$22.4M
2
S&P GLOBAL INC
$19.8M
3
QXO INC
$18.3M
BROADWAY WEALTH SOLUTIONS, INC.
$193M
Top holdings
1
SPDR SERIES TRUST
$42.2M
2
VICTORY PORTFOLIOS II
$28.5M
3
FEDERATED HERMES ETF TRUST
$28M
WAYPOINT WEALTH COUNSEL
$193M
Top holdings
1
VANGUARD INDEX FDS
$27.7M
2
ISHARES TR
$16.3M
3
SPDR GOLD TR
$9.85M
EXOME ASSET MANAGEMENT LLC
$193M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$14.6M
2
CYTOKINETICS INC
$10.8M
3
COGENT BIOSCIENCES INC
$10.7M
