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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
DYNAMIC WEALTH STRATEGIES, LLC
$173M
Top holdings
1
ISHARES TR
$46.9M
2
VANGUARD SCOTTSDALE FDS
$19.8M
3
VANGUARD BD INDEX FDS
$16.6M
MAREST CAPITAL, LLC
$173M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$107M
2
ISHARES TR
$17.7M
3
BLACKROCK ETF TRUST II
$10.6M
ROYALTY PHARMA SUB-MANAGER, LLC
$173M
Top holdings
1
CYTOKINETICS INC
$64.6M
2
BICARA THERAPEUTICS INC
$46.7M
3
BIOCRYST PHARMACEUTICALS INC
$36.6M
BULLSEYE ASSET MANAGEMENT LLC
$173M
Top holdings
1
DIGITALOCEAN HLDGS INC
$8.52M
2
CLEAN HARBORS INC
$7.38M
3
ZETA GLOBAL HOLDINGS CORP
$7.27M
SANDER CAPITAL ADVISORS INC
$173M
Top holdings
1
MICROSOFT CORP
$74.4M
2
APPLE INC
$28.9M
3
GOOGLE INC
$27.6M
PETERSON WEALTH MANAGEMENT
$172M
Top holdings
1
SELECT SECTOR SPDR TR
$24.9M
2
STATE STR SPDR S&P 500 ETF T
$22.5M
3
INVESCO QQQ TR
$22.3M
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
$172M
Top holdings
1
ISHARES TR
$33M
2
ALPHABET INC
$8.39M
3
APPLE INC
$8.2M
SAXONY CAPITAL MANAGEMENT, LLC
$172M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$25.4M
2
ISHARES TR
$22.5M
3
VANGUARD INDEX FDS
$11.6M
TIPTREE ADVISORS, LLC
$172M
Top holdings
1
ECHOSTAR CORP
$18.1M
2
ALPHABET INC
$17.5M
3
AMAZON COM INC
$16.8M
PRENTISS SMITH & CO INC
$172M
Top holdings
1
ALPHABET INC
$11.5M
2
CISCO SYS INC
$10.8M
3
GORMAN RUPP CO
$10.6M
WASHBURN CAPITAL MANAGEMENT, INC.
$172M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$40.9M
2
VANGUARD INDEX FDS
$35.3M
3
INVESCO QQQ TR
$22.6M
BENCHMARK INVESTMENT ADVISORS LLC
$172M
Top holdings
1
NVIDIA CORPORATION
$27.5M
2
APPLOVIN CORP
$5.99M
3
ALPHABET INC
$5.92M
SALVUS WEALTH MANAGEMENT, LLC
$172M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$8.05M
2
SCHWAB CHARLES CORP
$6.74M
3
ALPHABET INC
$6.53M
SOUTH PLAINS FINANCIAL, INC.
$172M
Top holdings
1
ISHARES TR
$41M
2
APPLE INC
$6.98M
3
ALPHABET INC
$6.33M
ABBINGTON INVESTMENT GROUP
$172M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$21.9M
2
AMERICAN BEACON SELECT FUNDS
$15.4M
3
SCHWAB STRATEGIC TR
$15.3M
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
$172M
Top holdings
1
VANGUARD INDEX FDS
$8.32M
2
PERSPECTIVE THERAPEUTICS INC
$6.75M
3
UNITED BANKSHARES INC WEST V
$3.16M
WILLIAMS FINANCIAL, LLC
$172M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$48.4M
2
SCHWAB STRATEGIC TR
$40.9M
3
ISHARES TR
$25.3M
MICHAEL S. RYAN, INC.
$172M
Top holdings
1
SPDR SERIES TRUST
$77.1M
2
ISHARES TR
$32M
3
WISDOMTREE TR
$20.4M
FFG RETIREMENT ADVISORS LLC
$172M
Top holdings
1
ISHARES TR
$41M
2
WISDOMTREE TR
$29.5M
3
JOHN HANCOCK EXCHANGE TRADED
$17M
ATLANTIC INVESTMENT MANAGEMENT, INC.
$172M
Top holdings
1
KIRBY CORP
$34.2M
2
DAUCH CORP
$22.8M
3
APTIV PLC
$22.4M
