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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
MUDRICK CAPITAL MANAGEMENT, L.P.
$174M
Top holdings
1
VERTICAL AEROSPACE LTD
$121M
2
VROOM INC
$52.8M
3
FUBOTV INC
$843k
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$116M
2
ISHARES TR
$21.3M
3
SPDR SERIES TRUST
$18.9M
AMERICAN AIRLINES GROUP INC.
$174M
Top holdings
1
REPUBLIC AWYS HLDGS INC
$174M
CNO FINANCIAL GROUP, INC.
$174M
Top holdings
1
SPDR SERIES TRUST
$76.2M
2
INVESCO EXCH TRADED FD TR II
$35.6M
3
SSGA ACTIVE ETF TR
$34.6M
ADVANCED MICRO DEVICES INC
$174M
Top holdings
1
SANMINA CORP
$149M
2
ABSCI CORPORATION
$17.1M
3
MARVELL TECHNOLOGY INC
$6.49M
COUNCILMARK ASSET MANAGEMENT, LLC
$174M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$17.9M
2
APPLE INC
$16.6M
3
ALPHABET INC
$15.4M
COORDINATED FINANCIAL SERVICES, INC.
$174M
Top holdings
1
ISHARES TR
$51M
2
VANGUARD INDEX FDS
$13.9M
3
J P MORGAN EXCHANGE TRADED F
$9.79M
MELFA WEALTH MANAGEMENT, INC.
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$31.6M
2
VANGUARD INDEX FDS
$11.9M
3
ISHARES TR
$11.3M
EHRLICH FINANCIAL GROUP
$174M
Top holdings
1
ISHARES TR
$40.6M
2
BLACKROCK ETF TRUST
$22.8M
3
VANGUARD ADMIRAL FDS INC
$14.8M
GUARDIAN WEALTH ADVISORS, LLC
$174M
Top holdings
1
ISHARES TR
$49.4M
2
STATE STR SPDR S&P 500 ETF T
$25.4M
3
SPDR SERIES TRUST
$23.7M
SOLAS CAPITAL MANAGEMENT, LLC
$174M
Top holdings
1
EPSILON ENERGY LTD
$21.4M
2
FENNEC PHARMACEUTICALS INC
$15.3M
3
SONIDA SENIOR LIVING INC
$14.4M
BREAKOUT CAPITAL PARTNERS, LP
$174M
Top holdings
1
ACCENTURE PLC IRELAND
$33.2M
2
ITAU UNIBANCO HLDG S A
$27.6M
3
PETROLEO BRASILEIRO S A
$24.5M
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
$174M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$19.2M
2
JANUS DETROIT STR TR
$9.93M
3
FIRST TR EXCHANGE-TRADED FD
$9.52M
ECHO WEALTH MANAGEMENT, LLC
$174M
Top holdings
1
AMERICAN CENTY ETF TR
$91.2M
2
J P MORGAN EXCHANGE TRADED F
$43.3M
3
FIRST TR EXCHANGE-TRADED FD
$7.85M
VERMILLION & WHITE WEALTH MANAGEMENT GROUP, LLC
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.7M
2
ISHARES TR
$42.9M
3
EA SERIES TRUST
$32.4M
GOLDEN ROAD ADVISORS LLC
$174M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
VANGUARD SCOTTSDALE FDS
$13.7M
3
VANGUARD TAX-MANAGED FDS
$4.99M
INNOVATIVE ASSET ADVISORS GROUP, LLC
$173M
Top holdings
1
NVIDIA CORPORATION
$25.4M
2
APPLE INC
$8.8M
3
DIMENSIONAL ETF TRUST
$8.16M
FORBES FINANCIAL PLANNING, INC.
$173M
Top holdings
1
VANGUARD INDEX FDS
$38.2M
2
ISHARES TR
$34.2M
3
FIDELITY MERRIMACK STR TR
$16.7M
CAPITAL TODAY EVERGREEN FUND, L.P.
$173M
Top holdings
1
PDD HOLDINGS INC
$142M
2
DINGDONG CAYMAN LTD
$30.5M
3
KANZHUN LIMITED
$961k
KURV INVESTMENT MANAGEMENT LLC
$173M
Top holdings
1
ISHARES SILVER TR
$20.4M
2
SPDR GOLD TR
$14.5M
3
ABRDN SILVER ETF TRUST
$14.3M
