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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
POTRERO CAPITAL RESEARCH LLC
$163M
Top holdings
1
BLACKLINE INC
$15.6M
2
SEAGATE TECHNOLOGY HLDNGS PL
$11.1M
3
BIRKENSTOCK HOLDING PLC
$10.9M
BRINDLE & BAY FINANCIAL ADVISORS, LLC
$163M
Top holdings
1
VANGUARD INDEX FDS
$39M
2
VANGUARD TAX-MANAGED FDS
$17.1M
3
VANGUARD INTL EQUITY INDEX F
$14M
KASTEL CAPITAL ADVISORS, LLC
$163M
Top holdings
1
ISHARES TR
$74.5M
2
FIDELITY MERRIMACK STR TR
$20.1M
3
VANGUARD INDEX FDS
$13.5M
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC
$163M
Top holdings
1
CENTURY ALUM CO
$2.43M
2
TACTILE SYS TECHNOLOGY INC
$2.06M
3
LIBERTY ENERGY INC
$1.87M
INDEX VENTURE GROWTH ASSOCIATES IV LTD
$163M
Top holdings
1
SERVICETITAN INC
$109M
2
FIGMA INC
$54.2M
CANNELL CAPITAL LLC
$163M
Top holdings
1
NORTH AMERN CONSTR GROUP LTD
$13M
2
SNDL INC
$11.6M
3
ATEGRITY SPECIALTY IN CO HO
$9.62M
DEAN, JACOBSON FINANCIAL SERVICES, LLC
$163M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$53.7M
2
SPDR SERIES TRUST
$31.9M
3
ISHARES TR
$29.5M
INSTRUMENTAL WEALTH, LLC
$163M
Top holdings
1
ISHARES TR
$122M
2
INVESCO EXCHANGE TRADED FD T
$9.87M
3
APPLE INC
$3.12M
TOPTIER WEALTH MANAGEMENT, LLC
$163M
Top holdings
1
WISDOMTREE TR
$54.2M
2
INNOVATOR ETFS TRUST
$29.8M
3
INVESCO QQQ TR
$10.5M
DAHRING - CUSMANO LLC
$163M
Top holdings
1
FIDELITY COVINGTON TRUST
$51.3M
2
SCHWAB STRATEGIC TR
$25.7M
3
PIMCO ETF TR
$20M
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
$163M
Top holdings
1
DIMENSIONAL ETF TRUST
$69.5M
2
ISHARES TR
$30.6M
3
INVESCO QQQ TR
$6.47M
BUTTONWOOD FINANCIAL GROUP, LLC
$163M
Top holdings
1
BLACKROCK ETF TRUST
$52.4M
2
AMERICAN CENTY ETF TR
$41.9M
3
SPDR SERIES TRUST
$32.9M
MILLENNIUM CAPITAL ADVISORS, LLC
$162M
Top holdings
1
APPLE INC
$23.5M
2
NVIDIA CORPORATION
$11.9M
3
WALMART INC
$9.28M
INVARIANT INVESTMENT MANAGEMENT
$162M
Top holdings
1
AMERICAN CENTY ETF TR
$51.2M
2
ISHARES TR
$40.6M
3
INVESCO EXCHANGE TRADED FD T
$24.3M
TRACTION FINANCIAL PARTNERS, LLC
$162M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$28.4M
2
FIRST TR EXCHANGE TRADED FD
$20.8M
3
STATE STR SPDR S&P 500 ETF T
$18.4M
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
$162M
Top holdings
1
NVIDIA CORPORATION
$24M
2
SELECT SECTOR SPDR TR
$17.9M
3
ISHARES TR
$10.2M
ACCEL XI ASSOCIATES L.L.C.
$162M
Top holdings
1
CIRCLE INTERNET GROUP INC
$162M
SARVER VROOMAN WEALTH ADVISORS
$162M
Top holdings
1
ISHARES TR
$91.7M
2
SCHWAB STRATEGIC TR
$50.7M
3
WISDOMTREE TR
$4.12M
PANORAMIC CAPITAL PARTNERS, LLC
$162M
Top holdings
1
ISHARES TR
$93.5M
2
CAPITAL GRP FIXED INCM ETF T
$21.7M
3
MICROSOFT CORP
$6.35M
M3 ADVISORY GROUP, LLC
$162M
Top holdings
1
VANGUARD INDEX FDS
$27.9M
2
SELECT SECTOR SPDR TR
$17.9M
3
VANGUARD SPECIALIZED FUNDS
$13.7M
