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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
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
$148M
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
AMERICAN CENTY ETF TR
$32.3M
3
ISHARES TR
$5.96M
CLARK & STUART, INC
$148M
Top holdings
1
MERCK & CO INC
$12.5M
2
NEW YORK TIMES CO MTN BE
$11.6M
3
JOHNSON & JOHNSON
$10.8M
BANK & TRUST CO
$148M
Top holdings
1
OTTER TAIL CORP
$10.5M
2
ELI LILLY & CO
$10.4M
3
MICROSOFT CORP
$6.11M
GALLAGHER CAPITAL ADVISORS, LLC
$148M
Top holdings
1
ISHARES TR
$63.5M
2
APPLE INC
$7.32M
3
NVIDIA CORPORATION
$7.26M
BENNETT ASSOCIATES WEALTH MANAGEMENT
$148M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$29.9M
2
ISHARES TR
$27.8M
3
FIRST TR EXCHANGE TRADED FD
$12.8M
MAGNOLIA CAPITAL MANAGEMENT LTD
$148M
Top holdings
1
INVESCO QQQ TR
$23.4M
2
STATE STR SPDR S&P 500 ETF T
$22.2M
3
ISHARES TR
$20.1M
JDH WEALTH MANAGEMENT, LLC
$148M
Top holdings
1
DIMENSIONAL ETF TRUST
$108M
2
EA SERIES TRUST
$9.52M
3
ISHARES TR
$7.09M
COREPATH WEALTH PARTNERS LLC
$148M
Top holdings
1
ISHARES TR
$124M
2
SPDR GOLD TR
$10.9M
3
INVESCO QQQ TR
$5.41M
LAKEHOUSE CAPITAL PTY LTD
$148M
Top holdings
1
MERCADOLIBRE INC
$29.8M
2
SERVICENOW INC
$19M
3
WORKIVA INC
$16M
UG INVESTMENT ADVISERS LTD.
$148M
Top holdings
1
ALIBABA GROUP HLDG LTD
$35.6M
2
MICRON TECHNOLOGY INC
$30.9M
3
JD.COM INC
$20.8M
AUTHENTIKOS WEALTH ADVISORY, LLC
$148M
Top holdings
1
AIM ETF PRODUCTS TRUST
$30.7M
2
SIMPLIFY EXCHANGE TRADED FUN
$26.7M
3
PIMCO ETF TR
$25.4M
JACKSONVILLE WEALTH MANAGEMENT, LLC
$148M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$18.7M
2
ISHARES TR
$14M
3
INVESCO QQQ TR
$13.4M
S. R. SCHILL & ASSOCIATES
$148M
Top holdings
1
ISHARES TR
$44.4M
2
SPDR SERIES TRUST
$41.8M
3
VANGUARD SCOTTSDALE FDS
$26.3M
DMC GROUP, LLC
$148M
Top holdings
1
ISHARES TR
$31.3M
2
APPLE INC
$14.7M
3
SPDR SERIES TRUST
$5.25M
MQS MANAGEMENT LLC
$148M
Top holdings
1
AUTOMATIC DATA PROCESSING IN
$1.2M
2
MARATHON PETE CORP
$1.17M
3
CONOCOPHILLIPS
$1.08M
ORLEANS CAPITAL MANAGEMENT CORP
$148M
Top holdings
1
SELECT SECTOR SPDR TR
$13.4M
2
APPLE INC
$8.46M
3
ALPHABET INC
$5.72M
SLT HOLDINGS LLC
$148M
Top holdings
1
NVIDIA CORPORATION
$15.7M
2
APPLE INC
$11.7M
3
SPDR SERIES TRUST
$8.83M
1620 INVESTMENT ADVISORS, INC.
$148M
Top holdings
1
ISHARES TR
$10.1M
2
SPDR SERIES TRUST
$9.15M
3
SCHWAB STRATEGIC TR
$4.65M
CANNON WEALTH MANAGEMENT SERVICES, LLC
$148M
Top holdings
1
SPDR SERIES TRUST
$38.5M
2
J P MORGAN EXCHANGE TRADED F
$13M
3
ISHARES TR
$9.34M
ROBINSON SMITH WEALTH ADVISORS LLC
$148M
Top holdings
1
SCHWAB STRATEGIC TR
$31M
2
DIMENSIONAL ETF TRUST
$23.3M
3
ISHARES TR
$21.9M
