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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
SEROS FINANCIAL, LLC
$157M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$23.2M
2
INVESCO EXCHANGE TRADED FD T
$19.2M
3
FIRST TR EXCHNG TRADED FD VI
$18.4M
ALPENGLOBAL CAPITAL LLC
$157M
Top holdings
1
ALPHABET INC
$14.4M
2
TESLA INC
$13.3M
3
NETFLIX INC.
$12.6M
ELKHORN PARTNERS LIMITED PARTNERSHIP
$157M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$62M
2
KENNEDY-WILSON HOLDINGS INC
$45.4M
3
WHITE MTNS INS GROUP LTD
$27.9M
TURNING POINT BENEFIT GROUP, INC.
$157M
Top holdings
1
SPDR SERIES TRUST
$45.6M
2
NORTHERN LTS FD TR IV
$15.1M
3
TIMOTHY PLAN
$9.75M
CERTIOR FINANCIAL GROUP, LLC
$157M
Top holdings
1
SCHWAB STRATEGIC TR
$29.3M
2
SPDR SERIES TRUST
$17.3M
3
ISHARES TR
$11.3M
IMG WEALTH MANAGEMENT, INC.
$157M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$39M
2
INNOVATOR ETFS TRUST
$23.6M
3
FIRST TR EXCHANGE-TRADED FD
$12.1M
AMERISERV WEALTH ADVISORS
$157M
Top holdings
1
VANGUARD INDEX FDS
$75M
2
ISHARES TR
$39.4M
3
VANGUARD SCOTTSDALE FDS
$9.14M
COLUMBIA ADVISORY PARTNERS LLC
$157M
Top holdings
1
WISDOMTREE TR
$64.3M
2
INNOVATOR ETFS TRUST
$15.2M
3
ISHARES TR
$10.1M
A. D. BEADELL INVESTMENT COUNSEL, INC.
$157M
Top holdings
1
PRIMORIS SVCS CORP
$7.48M
2
TAIWAN SEMICONDUCTOR MANUFAC
$7.45M
3
VANECK GOLD MINERS ETF
$7.27M
FIRST NATIONAL BANK OF HUTCHINSON
$157M
Top holdings
1
ISHARES TR
$40.1M
2
APPLE INC
$9.49M
3
SELECT SECTOR SPDR TR
$9.27M
DIVERSIFIED INVESTMENT STRATEGIES, LLC
$157M
Top holdings
1
EXXON MOBIL CORP
$34M
2
ST JOE CO
$17.1M
3
DICKS SPORTING GOODS INC
$8.12M
CULTIVAR CAPITAL, INC.
$156M
Top holdings
1
ISHARES TR
$39.3M
2
ETF OPPORTUNITIES TRUST
$37M
3
VANECK ETF TRUST
$19M
LAKEWOOD ASSET MANAGEMENT LLC
$156M
Top holdings
1
SCHWAB STRATEGIC TR
$15.1M
2
VANGUARD MALVERN FDS
$9.71M
3
BERKSHIRE HATHAWAY INC DEL
$9.58M
CHRISTINE MESSMER PC
$156M
Top holdings
1
VANGUARD BD INDEX FDS
$29.7M
2
SPDR SERIES TRUST
$17.5M
3
VANGUARD INDEX FDS
$12M
HARBER ASSET MANAGEMENT LLC
$156M
Top holdings
1
SERVICENOW INC
$8.59M
2
MKS INC.
$7.87M
3
ATLASSIAN CORPORATION
$6.69M
COMPASS PLANNING ASSOCIATES INC
$156M
Top holdings
1
VANGUARD BD INDEX FDS
$56.6M
2
VANGUARD INDEX FDS
$34.7M
3
STATE STR SPDR S&P 500 ETF T
$18.8M
MCGUIRE CAPITAL ADVISORS INC
$156M
Top holdings
1
NVIDIA CORPORATION
$29.9M
2
TIDAL TRUST II
$8.83M
3
APPLE INC
$7.54M
PATRICK M SWEENEY & ASSOCIATES, INC
$156M
Top holdings
1
APPLE INC
$9.4M
2
ABBOTT LABORATORIES
$7.63M
3
JPMORGAN CHASE & CO
$6.95M
BLUEFIN CAPITAL MANAGEMENT, LLC
$156M
Top holdings
1
COREWEAVE INC
$44.7M
2
LENDINGCLUB ISSUANCE TR SER
$19.6M
3
EA SERIES TRUST
$10.5M
INVERA WEALTH ADVISORS, LLC
$156M
Top holdings
1
ISHARES TR
$48.7M
2
ALPHABET INC
$6.21M
3
APPLE INC
$5.74M
