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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
MARTIN CAPITAL ADVISORS, LLP
$158M
Top holdings
1
APPLE INC
$34.6M
2
NVIDIA CORPORATION
$12.2M
3
INTUITIVE SURGICAL INC
$9.24M
GENESIS FINANCIAL GROUP, LLC
$158M
Top holdings
1
ISHARES TR
$16.3M
2
TESLA INC
$13.5M
3
VANGUARD INDEX FDS
$12.8M
LALIA CAPITAL, LLC
$158M
Top holdings
1
BLUE OWL CAPITAL CORPORATION
$34.6M
2
GOLUB CAP BDC INC
$32.2M
3
SPDR SERIES TRUST
$12.8M
CHRISTIAN INVESTMENT ADVISORS, INC.
$158M
Top holdings
1
TIMOTHY PLAN
$58M
2
NORTHERN LTS FD TR IV
$39.2M
3
PIMCO ETF TR
$32.8M
VANNOY ADVISORY GROUP, INC.
$158M
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
VANGUARD BD INDEX FDS
$18.5M
3
AMERICAN CENTY ETF TR
$12M
CORSICANA & CO.
$158M
Top holdings
1
ISHARES TR
$26.3M
2
SELECT SECTOR SPDR TR
$10.4M
3
STATE STR SPDR S&P MIDCAP 40
$10.2M
LIFESTEPS FINANCIAL, INC.
$158M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$23.6M
2
INVESCO QQQ TR
$23.5M
3
ISHARES TR
$13.8M
RIVERTREE ADVISORS, LLC
$158M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$41.5M
2
FIRST TR EXCHNG TRADED FD VI
$20.1M
3
FIRST TR EXCHANGE TRADED FD
$14.7M
PANTERA CAPITAL PARTNERS LP
$158M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$52.4M
2
BITGO HOLDINGS INC
$27.3M
3
BITMINE IMMERSION TECNOLOGIE
$22.7M
DEEPWATER ASSET MANAGEMENT, LLC
$158M
Top holdings
1
REDDIT INC
$8.85M
2
STERLING INFRASTRUCTURE INC
$8.43M
3
NU HLDGS LTD
$7.57M
4D ADVISORS, LLC
$158M
Top holdings
1
WASTE MGMT INC DEL
$9.19M
2
AMERICAN PUB ED INC
$8.53M
3
HUNT J B TRANS SVCS INC
$8.48M
DOUGHERTY WEALTH ADVISERS LLC
$158M
Top holdings
1
VANGUARD INDEX FDS
$89.1M
2
VANGUARD ADMIRAL FDS INC
$11.9M
3
VANGUARD INTL EQUITY INDEX F
$9.35M
SARISSA CAPITAL MANAGEMENT LP
$158M
Top holdings
1
INNOVIVA INC
$49.7M
2
IRONWOOD PHARMACEUTICALS INC
$32.3M
3
AMARIN CORP PLC
$24.2M
FWG INVESTMENTS, LLC.
$157M
Top holdings
1
VANGUARD INDEX FDS
$32.4M
2
FIRST TR EXCHNG TRADED FD VI
$28.4M
3
ISHARES TR
$25.1M
PROVIDENCE WEALTH ADVISORS, LLC
$157M
Top holdings
1
ELI LILLY & CO
$12M
2
APPLE INC
$11.3M
3
CATERPILLAR INC
$8.2M
LIVET WEALTH, LLC
$157M
Top holdings
1
SCHWAB STRATEGIC TR
$31.2M
2
ISHARES TR
$27.5M
3
INVESCO EXCH TRD SLF IDX FD
$14.5M
CDC FINANCIAL, INC.
$157M
Top holdings
1
AMPLIFY ENERGY CORP NEW
$16.1M
2
CENTURY ALUM CO
$14.5M
3
INHIBRX BIOSCIENCES INC
$12.5M
HENSON-EDGEWATER MANAGEMENT, LLC
$157M
Top holdings
1
APPLE INC
$21.3M
2
PALANTIR TECHNOLOGIES INC
$11.2M
3
BANK AMERICA CORP
$9.18M
SYNTAX RESEARCH, INC.
$157M
Top holdings
1
ISHARES TR
$63.4M
2
APPLE INC
$7.3M
3
PROSHARES TR
$5.91M
BLUE ROCK WEALTH MANAGEMENT LLC
$157M
Top holdings
1
JANUS DETROIT STR TR
$24.8M
2
J P MORGAN EXCHANGE TRADED F
$15.8M
3
SCHWAB STRATEGIC TR
$14.1M
