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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
MONUMENT GROUP WEALTH ADVISORS, LLC
$180M
Top holdings
1
DIMENSIONAL ETF TRUST
$122M
2
VANGUARD INDEX FDS
$30.2M
3
VANGUARD TAX-MANAGED FDS
$9.46M
KNOLL CAPITAL MANAGEMENT, LLC
$180M
Top holdings
1
BIOHAVEN PHARMACTL HLDG CO L
$19.7M
2
SPROTT ASSET MANAGEMENT LP
$19.1M
3
ROYAL GOLD INC
$13.4M
FAIRFIELD, BUSH & CO.
$180M
Top holdings
1
ARCHER DANIELS MIDLAND CO
$9.74M
2
ALPHABET INC
$9.59M
3
MICROSOFT CORP
$8.83M
COASTWISE CAPITAL GROUP, LLC
$180M
Top holdings
1
SCHWAB VALUE ADVANTAGE
$31.4M
2
SCHWAB STRATEGIC TR
$24.4M
3
APPLE INC
$7.93M
AMIRAL GESTION
$180M
Top holdings
1
MICROSOFT CORP
$30M
2
VERISIGN INC
$28M
3
ADOBE INC
$21.5M
THREE CORD TRUE WEALTH MANAGEMENT, LLC
$180M
Top holdings
1
AMERICAN CENTY ETF TR
$37.3M
2
SPDR SERIES TRUST
$27.2M
3
COLUMBIA ETF TR I
$26M
PROSPECT CAPITAL ADVISORS, LLC
$180M
Top holdings
1
PJT PARTNERS INC
$13.7M
2
GRAND CANYON ED INC
$13.7M
3
OSI SYSTEMS INC
$13.1M
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
$180M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.3M
2
J P MORGAN EXCHANGE TRADED F
$12.8M
3
INVESCO EXCH TRADED FD TR II
$7.19M
VIAWEALTH, LLC
$180M
Top holdings
1
ISHARES TR
$13.3M
2
NVIDIA CORPORATION
$9.72M
3
JANUS DETROIT STR TR
$8.39M
ROBINSON VALUE MANAGEMENT, LTD.
$180M
Top holdings
1
ISHARES TR
$18.4M
2
VANGUARD SCOTTSDALE FDS
$12.5M
3
DIREXION SHARES ETF TRUST
$12.4M
FINANCIAL DESIGNS CORP
$180M
Top holdings
1
ISHARES TR
$81.3M
2
INVESCO EXCH TRD SLF IDX FD
$13.9M
3
LISTED FDS TR
$13.5M
4
AMPLIFY ETF TR
$13.5M
MCBROOM & ASSOCIATES, LLC
$180M
Top holdings
1
NVIDIA CORPORATION
$15.9M
2
LAM RESEARCH CORP
$13.5M
3
COSTCO WHOLESALE CORPORATION
$10.6M
CONSCIOUS WEALTH INVESTMENTS, LLC
$180M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.4M
2
ISHARES TR
$6.92M
3
HOME DEPOT INC
$6.73M
BLACK MAPLE CAPITAL MANAGEMENT LP
$179M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58.7M
2
ISHARES TR
$9.88M
3
EXPAND ENERGY CORPORATION
$7.51M
MINK BROOK ASSET MANAGEMENT LLC
$179M
Top holdings
1
ENVELA CORP
$21.3M
2
BANK7 CORP
$18.8M
3
ACME UTD CORP
$17.1M
GERBER, LLC
$179M
Top holdings
1
ETF SER SOLUTIONS
$49.8M
2
FIDELITY COVINGTON TRUST
$15.8M
3
ARK ETF TR
$15.2M
PACIFIC ASSET MANAGEMENT, LLC
$179M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
AMERICAN CENTY ETF TR
$35M
3
MICROSOFT CORP
$3.58M
EJMK VENTURES LLC
$179M
Top holdings
1
VANGUARD INDEX FDS
$29.3M
2
AMERICAN CENTY ETF TR
$17.2M
3
VANGUARD TAX-MANAGED FDS
$14.8M
SEMUS WEALTH PARTNERS LLC
$179M
Top holdings
1
APPLE INC
$34.7M
2
J P MORGAN EXCHANGE TRADED F
$13.6M
3
ISHARES TR
$12.8M
DAVID J YVARS GROUP
$179M
Top holdings
1
ISHARES TR
$72.3M
2
INVESCO QQQ TR
$18.1M
3
NVIDIA CORPORATION
$15.6M
