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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
MONASHEE INVESTMENT MANAGEMENT LLC
$184M
Top holdings
1
TERNS PHARMACEUTICALS INC
$15.8M
2
NEXTERA ENERGY INC
$15.2M
3
MEDLINE INC
$13.4M
INVESTMENTS & FINANCIAL PLANNING, LLC
$184M
Top holdings
1
VANGUARD INDEX FDS
$58.9M
2
SPDR SERIES TRUST
$37.7M
3
ISHARES TR
$32.2M
KURE ADVISORY, LLC
$184M
Top holdings
1
DIMENSIONAL ETF TRUST
$67.1M
2
INNOVATOR ETFS TRUST
$23.8M
3
ISHARES TR
$21.4M
GENERAL CATALYST GROUP MANAGEMENT, LLC
$184M
Top holdings
1
SAMSARA INC
$63.4M
2
ARRIVENT BIOPHARMA INC
$34.5M
3
MAZE THERAPEUTICS INC
$30.9M
GLOBAL WEALTH MANAGEMENT, LLC
$183M
Top holdings
1
SCHWAB STRATEGIC TR
$39.5M
2
ISHARES TR
$34M
3
J P MORGAN EXCHANGE TRADED F
$26.6M
GLR PARTNERS, LLC
$183M
Top holdings
1
VANGUARD INDEX FDS
$21.8M
2
PACER FDS TR
$21.4M
3
SPDR SERIES TRUST
$18.6M
GUARDIAN WEALTH MANAGEMENT, INC.
$183M
Top holdings
1
STERLING INFRASTRUCTURE INC
$13.6M
2
VANGUARD SCOTTSDALE FDS
$8.56M
3
ARISTA NETWORKS INC
$8.36M
FINIVI INC.
$183M
Top holdings
1
SSGA ACTIVE ETF TR
$10.5M
2
VANGUARD SCOTTSDALE FDS
$10.2M
3
INVESCO QQQ TR
$9.08M
KENNICOTT CAPITAL MANAGEMENT LLC
$183M
Top holdings
1
VANGUARD INDEX FDS
$55.8M
2
INVESCO QQQ TR
$35.3M
3
SELECT SECTOR SPDR TR
$30M
OXFORD WEALTH GROUP, LLC
$183M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$25.3M
2
FIRST TR EXCHANGE-TRADED FD
$23.8M
3
INVESCO EXCH TRADED FD TR II
$21.5M
KAMUNTING STREET CAPITAL MANAGEMENT, L.P.
$183M
Top holdings
1
ENERGY TRANSFER L P
$31.9M
2
ENTERPRISE PRODS PARTNERS L
$25.1M
3
ALPHABET INC
$18.7M
MERIDIAN FINANCIAL, LLC
$183M
Top holdings
1
ISHARES TR
$39.2M
2
SPDR SERIES TRUST
$22.5M
3
VANGUARD INDEX FDS
$16.1M
BABB WEALTH ADVISORS LLC
$183M
Top holdings
1
DIMENSIONAL ETF TRUST
$181M
2
GLACIER BANCORP INC NEW
$1.67M
3
VANGUARD INDEX FDS
$210k
MCDONOUGH CAPITAL MANAGEMENT, INC
$183M
Top holdings
1
AMAZON COM INC
$25M
2
ALPHABET INC
$23.1M
3
NVIDIA CORPORATION
$19.1M
NORTHLAND CAPITAL MANAGEMENT LLC
$183M
Top holdings
1
AMERICAN CENTY ETF TR
$50.7M
2
SCHWAB STRATEGIC TR
$33.3M
3
ISHARES TR
$31.6M
RING MOUNTAIN CAPITAL, LLC
$183M
Top holdings
1
APPLE INC
$19.9M
2
SCHWAB STRATEGIC TR
$17M
3
SELECT SECTOR SPDR TR
$16.1M
SUTTON PLACE INVESTORS LLC
$183M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.6M
2
ISHARES TR
$26M
3
SPDR SERIES TRUST
$10.2M
QUANTEDGE CAPITAL PTE LTD
$183M
Top holdings
1
PVH CORPORATION
$32.4M
2
HERBALIFE LTD
$28.3M
3
BORGWARNER INC
$19.1M
CLARIS FINANCIAL LLC
$183M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$25.3M
2
VANGUARD INDEX FDS
$21.6M
3
ISHARES TR
$12M
AMPERSAND CAPITAL GROUP, L.P.
$183M
Top holdings
1
GLOBAL E ONLINE LTD
$39M
2
MERCADOLIBRE INC
$35.5M
3
PTC INC
$28.6M
