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
WATERFALL ASSET MANAGEMENT, LLC
$179M
Top holdings
1
PENNYMAC CORP
$61.6M
2
CAMDEN PPTY TR
$12.9M
3
AVALONBAY CMNTYS INC
$12.3M
LAKE HILLS WEALTH MANAGEMENT, LLC
$179M
Top holdings
1
ISHARES TR
$39.6M
2
VANGUARD INDEX FDS
$19.6M
3
SPDR GOLD TR
$17.2M
SWISHER FINANCIAL CONCEPTS, INC.
$179M
Top holdings
1
VANGUARD INDEX FDS
$16.4M
2
CAPITAL GRP FIXED INCM ETF T
$15M
3
VANGUARD STAR FDS
$14.7M
BASE WEALTH MANAGEMENT LLC
$179M
Top holdings
1
VANGUARD INDEX FDS
$34.3M
2
J P MORGAN EXCHANGE TRADED F
$26.2M
3
PIMCO ETF TR
$16.7M
COBALT CAPITAL MANAGEMENT, INC.
$179M
Top holdings
1
NORFOLK SOUTHN CORP
$33M
2
SPDR GOLD TR
$21.5M
3
AIR LEASE CORP
$19.4M
BROOKMONT CAPITAL MANAGEMENT
$179M
Top holdings
1
HOME DEPOT INC
$53.4M
2
L3HARRIS TECHNOLOGIES INC
$5.97M
3
ISHARES TR
$5.74M
BFI INFINITY LTD.
$178M
Top holdings
1
ISHARES TR
$39.6M
2
VANGUARD INTL EQUITY INDEX F
$20M
3
VANGUARD INDEX FDS
$14.6M
PRESIMA SECURITIES ULC
$178M
Top holdings
1
EQUINIX INC
$16.2M
2
VENTAS INC
$14.4M
3
BRIXMOR PPTY GROUP INC
$12.7M
COUNTERWEIGHT VENTURES, LLC
$178M
Top holdings
1
ISHARES TR
$52.2M
2
NVIDIA CORPORATION
$7.16M
3
APPLE INC
$7.09M
KINGSMAN WEALTH MANAGEMENT, INC.
$178M
Top holdings
1
NVIDIA CORPORATION
$27M
2
AMAZON COM INC
$13.2M
3
GE AEROSPACE
$11.7M
CLAY NORTHAM WEALTH MANAGEMENT, LLC
$178M
Top holdings
1
SCHWAB STRATEGIC TR
$35.6M
2
PACER FDS TR
$23.1M
3
APPLE INC
$13.1M
IVYROCK ASSET MANAGEMENT HK LTD
$178M
Top holdings
1
PDD HOLDINGS INC
$117M
2
LEGEND BIOTECH CORP
$14.5M
3
ALIBABA GROUP HLDG LTD
$12.1M
RYAN INVESTMENT MANAGEMENT, INC.
$178M
Top holdings
1
ISHARES TR
$84.6M
2
PROSHARES TR
$68.3M
3
SPDR SERIES TRUST
$11.5M
ECHO45 ADVISORS LLC
$178M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$22.6M
2
INVESCO EXCHANGE TRADED FD T
$16.3M
3
VANGUARD INDEX FDS
$15.9M
CROMWELL HOLDINGS LLC
$178M
Top holdings
1
NVIDIA CORPORATION
$11.9M
2
APPLE INC
$9.96M
3
ALPHABET INC
$8.6M
SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD
$178M
Top holdings
1
AMAZON COM INC
$12.8M
2
MICROSOFT CORP
$11.1M
3
NVIDIA CORPORATION
$10.9M
WEALTH SCIENCE ADVISORS LLC
$178M
Top holdings
1
CAPITAL GROUP GROWTH ETF
$29.7M
2
CAPITAL GROUP DIVIDEND VALUE
$28.2M
3
CAPITAL GROUP GBL GROWTH EQT
$22.1M
NORTH RIDGE WEALTH ADVISORS, INC.
$178M
Top holdings
1
DIMENSIONAL ETF TRUST
$89M
2
VANGUARD SCOTTSDALE FDS
$14.7M
3
AMERICAN CENTY ETF TR
$13.4M
CORNERSTONE WEALTH, LLC
$178M
Top holdings
1
INNOVATOR ETFS TRUST
$80.8M
2
CALAMOS ETF TR
$24M
3
FIDELITY COVINGTON TRUST
$14.9M
LEDGEWOOD WEALTH ADVISORS, LLC
$178M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$56.9M
2
DIMENSIONAL ETF TRUST
$41.7M
3
PROVIDENT FINL SVCS INC
$14.3M
