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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
TOWER TRUST & INVESTMENT CO
$152M
Top holdings
1
APPLE INC
$17.7M
2
SPDR INDEX SHS FDS
$14.6M
3
NVIDIA CORPORATION
$11.7M
FOREST HILL CAPITAL, LLC
$152M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$60.8M
2
VANECK ETF TRUST
$25.5M
3
NEWMONT CORP
$21.1M
INTEGRAS PARTNERS LLC
$152M
Top holdings
1
DIMENSIONAL ETF TRUST
$19.7M
2
ISHARES TR
$18M
3
VANECK ETF TRUST
$10.5M
SOMNIO FINANCIAL GROUP, LLC
$152M
Top holdings
1
ISHARES TR
$72.2M
2
VANGUARD INTL EQUITY INDEX F
$29.7M
3
VANGUARD INDEX FDS
$26.7M
IBEX INVESTORS LLC
$152M
Top holdings
1
ITURAN LOCATION AND CONTROL
$44.2M
2
MONDAY COM LTD
$33.7M
3
ETORO GROUP LTD
$30.6M
STATE OF WISCONSIN - BOARD OF COMMISSIONERS OF PUBLIC LANDS
$152M
Top holdings
1
PGIM HIGH YIELD R6
$46.7M
2
JPM INCOME FUND
$27.9M
3
VANECK ETF TRUST
$26.8M
CASCADE INVESTMENT GROUP, INC.
$152M
Top holdings
1
VANGUARD INDEX FDS
$23.9M
2
SPDR SERIES TRUST
$9.5M
3
FIRST TR EXCHANGE-TRADED FD
$7.22M
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
$152M
Top holdings
1
ISHARES TR
$24.8M
2
CAPITAL GROUP DIVIDEND VALUE
$19.3M
3
VANGUARD INDEX FDS
$10.5M
POINT NEMO CAPITAL, LLC
$152M
Top holdings
1
VANECK ETF TRUST
$13.5M
2
ISHARES INC
$13.4M
3
SPDR SERIES TRUST
$11M
FSA ADVISORS, INC.
$152M
Top holdings
1
INNOVATOR ETFS TRUST
$40M
2
AIM ETF PRODUCTS TRUST
$14.6M
3
SIMPLIFY EXCHANGE TRADED FUN
$14.1M
HOFFMAN, ALAN N INVESTMENT MANAGEMENT
$152M
Top holdings
1
APPLE INC
$78.6M
2
AMAZON COM INC
$21.8M
3
MICROSOFT CORP
$18.2M
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
$152M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$33M
2
J P MORGAN EXCHANGE TRADED F
$20.4M
3
ISHARES TR
$16.4M
HICKORY POINT BANK & TRUST
$152M
Top holdings
1
ISHARES TR
$39.1M
2
STATE STR SPDR S&P 500 ETF T
$14.4M
3
VANGUARD SCOTTSDALE FDS
$5.12M
KEY CAPITAL MANAGEMENT, INC
$151M
Top holdings
1
ISHARES TR
$43.1M
2
SIMPLIFY EXCHANGE TRADED FUN
$26.4M
3
CAPITOL SER TR
$26.3M
MORGAN CREEK CAPITAL MANAGEMENT, LLC
$151M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$132M
2
GEMINI SPACE STA INC
$11.7M
3
UBER TECHNOLOGIES INC
$3.24M
PALOUSE CAPITAL MANAGEMENT, INC.
$151M
Top holdings
1
MICROSOFT CORP
$5.78M
2
BAKER HUGHES COMPANY
$5.46M
3
TYSON FOODS INC
$4.88M
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC
$151M
Top holdings
1
VANGUARD INDEX FDS
$28.3M
2
CAPITAL GRP FIXED INCM ETF T
$17.7M
3
CAPITAL GROUP GROWTH ETF
$16.5M
BRIGHTWATER ADVISORY LLC
$151M
Top holdings
1
SCHWAB STRATEGIC TR
$54.9M
2
ISHARES TR
$36.1M
3
VANGUARD INDEX FDS
$8.35M
MERKKURI WEALTH ADVISORS LLC
$151M
Top holdings
1
ISHARES TR
$44.6M
2
SPDR SERIES TRUST
$17.1M
3
BLACKROCK ETF TRUST
$8.27M
MFA WEALTH SERVICES
$151M
Top holdings
1
ISHARES TR
$53.9M
2
AMERICAN CENTY ETF TR
$8.76M
3
VANGUARD INDEX FDS
$6.34M
