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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
DAUNTLESS INVESTMENT GROUP, LLC
$151M
Top holdings
1
ISHARES TR
$89M
2
KRANESHARES TRUST
$10.7M
3
SELECT SECTOR SPDR TR
$8.5M
ALTA PARTNERS MANAGEMENT COMPANY, L.P.
$151M
Top holdings
1
TYRA BIOSCIENCES INC
$146M
2
VIR BIOTECHNOLOGY INC
$4.57M
HUDSON EXECUTIVE CAPITAL LP
$151M
Top holdings
1
CANTALOUPE INC
$100M
2
TALKSPACE INC
$50.7M
M.E. ALLISON & CO., INC.
$151M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$9.76M
2
CAPITAL GROUP GROWTH ETF
$6.77M
3
CAPITAL GROUP DIVIDEND VALUE
$5.93M
STAGE HARBOR FINANCIAL, LLC
$151M
Top holdings
1
ISHARES TR
$48.3M
2
VANGUARD INDEX FDS
$36M
3
DIMENSIONAL ETF TRUST
$30.7M
FINGERLAKES WEALTH MANAGEMENT, INC.
$151M
Top holdings
1
VANGUARD WORLD FD
$26M
2
ISHARES TR
$17.7M
3
VANGUARD INDEX FDS
$13.9M
CREW CAPITAL MANAGEMENT, LTD.
$151M
Top holdings
1
RBB FD INC
$20.7M
2
SELECT SECTOR SPDR TR
$17.6M
3
INVESCO QQQ TR
$16.9M
BANCO DE SABADELL, S.A
$151M
Top holdings
1
MICROSOFT CORP
$6.75M
2
BROADCOM INC
$6.62M
3
ALPHABET INC
$6.51M
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
$151M
Top holdings
1
VANGUARD INDEX FDS
$34.8M
2
SELECT SECTOR SPDR TR
$11.1M
3
VANGUARD INTL EQUITY INDEX F
$10.7M
LANSING MANAGEMENT LP
$151M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$19.5M
2
API GROUP CORP
$17.4M
3
HEICO CORP NEW
$16.9M
COX CAPITAL MGT LLC
$151M
Top holdings
1
ALPHABET INC
$10.5M
2
MICROSOFT CORP
$7.38M
3
AMAZON COM INC
$6.72M
INTEGRATED CAPITAL MANAGEMENT, INC.
$150M
Top holdings
1
SPDR SERIES TRUST
$37.3M
2
ISHARES TR
$21.6M
3
AMERICAN CENTY ETF TR
$19.9M
FACT CAPITAL, LP
$150M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$18.6M
2
ALPHABET INC
$16.7M
3
MYR GROUP INC
$15.2M
FMA WEALTH MANAGEMENT, LLC
$150M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$46.2M
2
ISHARES TR
$27M
3
VANGUARD TAX-MANAGED FDS
$16.7M
JCP INVESTMENT MANAGEMENT, LLC
$150M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$33.2M
2
UNITED NAT FOODS INC
$22.3M
3
FIDELITY NATL FINL INC
$17.5M
WINCAP FINANCIAL LLC
$150M
Top holdings
1
GOLDMAN SACHS ETF TR
$14M
2
NOMURA ETF TR
$13.9M
3
ISHARES TR
$13.3M
RICHMOND BROTHERS, INC.
$150M
Top holdings
1
VANGUARD WORLD FD
$69.6M
2
INVESCO QQQ TR
$43.5M
3
VANGUARD BD INDEX FDS
$11.3M
CHARTER RESEARCH & INVESTMENT GROUP, INC.
$150M
Top holdings
1
APPLE INC
$16.6M
2
ALPHABET INC
$15.8M
3
JOHNSON & JOHNSON
$7.39M
REDWOOD PARK ADVISORS LLC
$150M
Top holdings
1
GOLDMAN SACHS ETF TR
$48.3M
2
ISHARES TR
$17M
3
DIMENSIONAL ETF TRUST
$15.2M
GORDIAN ADVISORS LLC
$150M
Top holdings
1
VANGUARD BD INDEX FDS
$35.2M
2
SCHWAB STRATEGIC TR
$32.4M
3
VANGUARD INDEX FDS
$24.8M
