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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
BAY CAPITAL ADVISORS, LLC
$162M
Top holdings
1
ISHARES TR
$30.2M
2
SPDR SERIES TRUST
$19.4M
3
INVESCO QQQ TR
$15.6M
BULWARK CAPITAL CORP
$162M
Top holdings
1
ISHARES TR
$23.6M
2
SCHWAB STRATEGIC TR
$21.2M
3
VANGUARD INDEX FDS
$16.5M
LAGODA INVESTMENT MANAGEMENT, L.P.
$162M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$40.9M
2
NATERA INC
$12.9M
3
ALPHABET INC
$10.7M
THEMES MANAGEMENT CO LLC
$162M
Top holdings
1
GE AEROSPACE
$7.54M
2
BOEING CO
$7.15M
3
LOCKHEED MARTIN CORP
$5.87M
INVESTMENT PARTNERS ASSET MANAGEMENT, INC.
$162M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$14M
2
ISHARES TR
$10.2M
3
APPLE INC
$8.9M
MANUKA FINANCIAL, LLC
$162M
Top holdings
1
VANGUARD INDEX FDS
$53.7M
2
VANGUARD STAR FDS
$27.7M
3
VANGUARD BD INDEX FDS
$14.3M
HERBST GROUP, LLC
$162M
Top holdings
1
SELECT SECTOR SPDR TR
$23.5M
2
ISHARES TR
$13.5M
3
STATE STR SPDR S&P 500 ETF T
$8.61M
COLLABORATIVE FUND ADVISORS, LLC
$162M
Top holdings
1
ISHARES TR
$11.4M
2
NVIDIA CORPORATION
$4.91M
3
ALPHABET INC
$4.71M
STILLWATER WEALTH MANAGEMENT GROUP
$162M
Top holdings
1
ISHARES TR
$13.1M
2
PACER FDS TR
$7.97M
3
APPLE INC
$6.71M
GREENHOUSE WEALTH MANAGEMENT, LLC
$162M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.1M
2
VANGUARD INDEX FDS
$43.4M
3
ISHARES TR
$19.1M
GUERRA PAN ADVISORS, LLC
$162M
Top holdings
1
ISHARES TR
$20.5M
2
ALPHABET INC
$14.3M
3
NVIDIA CORPORATION
$12.1M
CARTER FINANCIAL GROUP, INC.
$162M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$20M
2
AMPLIFY ETF TR
$14.8M
3
INVESCO EXCH TRADED FD TR II
$11.1M
PETRA FINANCIAL ADVISORS INC
$162M
Top holdings
1
ISHARES TR
$20.3M
2
J P MORGAN EXCHANGE TRADED F
$12.1M
3
SPDR GOLD TR
$10.5M
FORE CAPITAL, LLC
$162M
Top holdings
1
ISHARES TR
$65.3M
2
STATE STR SPDR S&P 500 ETF T
$45.5M
3
VANECK ETF TRUST
$12.8M
GEN FINANCIAL MANAGEMENT, INC.
$162M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$24.5M
2
SCHWAB STRATEGIC TR
$23.9M
3
DIMENSIONAL ETF TRUST
$18.6M
ACCORDANT ADVISORY GROUP INC
$161M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$25.6M
2
FARMLAND PARTNERS INC
$16M
3
FRANKLIN TEMPLETON ETF TR
$13.6M
BAYBRIDGE CAPITAL GROUP, LLC
$161M
Top holdings
1
ISHARES TR
$49.8M
2
SPDR INDEX SHS FDS
$10.1M
3
VANGUARD INDEX FDS
$9.23M
COASTLINE COMPLETE WEALTH LLC
$161M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$34.4M
2
ISHARES TR
$25.2M
3
VANGUARD SPECIALIZED FUNDS
$21.7M
LAVELLE CAPITAL LP
$161M
Top holdings
1
TESLA INC
$26M
2
STATE STR SPDR S&P 500 ETF T
$23M
3
META PLATFORMS INC
$16.5M
INNEALTA CAPITAL, LLC
$161M
Top holdings
1
SELECT SECTOR SPDR TR
$70.2M
2
FRANKLIN TEMPLETON ETF TR
$29.5M
3
ISHARES INC
$18.9M
