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
PACIFIC POINT ADVISORS, LLC
$190M
Top holdings
1
SPDR SERIES TRUST
$36.8M
2
ISHARES TR
$15.6M
3
APPLE INC
$6.16M
STEFFES FINANCIAL, LTD.
$189M
Top holdings
1
ISHARES TR
$56.9M
2
VANGUARD INDEX FDS
$45.3M
3
SCHWAB STRATEGIC TR
$24.8M
PRAGMA GESTAO DE PATRIMONIO LTD
$189M
Top holdings
1
ISHARES TR
$79M
2
AMAZON COM INC
$18.5M
3
MICROSOFT CORP
$16.2M
HORIZON FAMILY WEALTH, INC.
$189M
Top holdings
1
ISHARES TR
$28.5M
2
VANGUARD INDEX FDS
$27.8M
3
SPDR SERIES TRUST
$25.7M
NORTH BERKELEY WEALTH MANAGEMENT, LLC
$189M
Top holdings
1
ISHARES TR
$64.5M
2
MORGAN STANLEY ETF TRUST
$15.9M
3
SIMPSON MFG INC
$13.7M
FORTITUDE FINANCIAL, LLC
$189M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$73.4M
2
SPDR SERIES TRUST
$38.3M
3
ISHARES TR
$19.1M
MARK SHEPTOFF FINANCIAL PLANNING, LLC
$189M
Top holdings
1
MICROSOFT CORP
$18.9M
2
NEXTERA ENERGY INC
$16.9M
3
CELESTICA INC
$12.4M
GOUWS CAPITAL LLC
$189M
Top holdings
1
INVESCO QQQ TR
$19.5M
2
ALPHABET INC
$17.5M
3
ELI LILLY & CO
$16M
WASSERSTEIN DEBT OPPORTUNITIES MANAGEMENT, L.P.
$189M
Top holdings
1
CALUMET INC
$164M
2
TERAWULF INC
$15.2M
3
AEVA TECHNOLOGIES INC
$9.21M
MPWM ADVISORY SOLUTIONS, LLC
$189M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$32.3M
2
SPDR SERIES TRUST
$30.3M
3
ISHARES TR
$18.5M
TWO WEST CAPITAL ADVISORS LLC
$189M
Top holdings
1
DIMENSIONAL ETF TRUST
$93.7M
2
ISHARES TR
$38M
3
VANGUARD SCOTTSDALE FDS
$17.4M
PTM WEALTH MANAGEMENT, LLC
$189M
Top holdings
1
SCHWAB STRATEGIC TR
$30.5M
2
INNOVATOR ETFS TRUST
$30M
3
ISHARES TR
$27.2M
FIRST CITY CAPITAL MANAGEMENT, INC.
$189M
Top holdings
1
VANGUARD INDEX FDS
$8.43M
2
STATE STR SPDR S&P 500 ETF T
$8.39M
3
EXXON MOBIL CORP
$7.48M
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
$189M
Top holdings
1
VANGUARD INDEX FDS
$41M
2
ISHARES TR
$27M
3
J P MORGAN EXCHANGE TRADED F
$21.8M
STRIVE FINANCIAL GROUP ,LLC
$189M
Top holdings
1
VANGUARD INDEX FDS
$22.5M
2
ISHARES TR
$21.8M
3
ALPHABET INC
$14.8M
GRANT PRIVATE WEALTH MANAGEMENT INC
$188M
Top holdings
1
NVIDIA CORPORATION
$22.7M
2
META PLATFORMS INC
$11.5M
3
APPLE INC
$11M
JONES KERTZ & ASSOCIATES, INC.
$188M
Top holdings
1
BROADCOM INC
$14.1M
2
APPLE INC
$14.1M
3
ALPHABET INC
$12M
BECKERMAN INSTITUTIONAL, LLC
$188M
Top holdings
1
DIMENSIONAL ETF TRUST
$27.7M
2
ISHARES TR
$21M
3
BERKSHIRE HATHAWAY INC DEL
$16M
AMERICAN ALPHA ADVISORS, LLC
$188M
Top holdings
1
GLOBALSTAR INC
$34.8M
2
PACER FDS TR
$14.9M
3
ISHARES TR
$13.3M
AXIS WEALTH PARTNERS, LLC
$188M
Top holdings
1
ISHARES TR
$33.3M
2
DIMENSIONAL ETF TRUST
$15.7M
3
VANGUARD INDEX FDS
$13.3M
