Trending
Tree map
Stacked
Scatter
Network
Map
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
MONTVUE CAPITAL MANAGEMENT, INC.
$147M
Top holdings
1
ISHARES TR
$49.2M
2
SELECT SECTOR SPDR TR
$27.9M
3
VANGUARD INDEX FDS
$27M
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
$147M
Top holdings
1
ISHARES TR
$35.7M
2
VANGUARD INDEX FDS
$30M
3
FIDELITY COVINGTON TRUST
$14.2M
SOUND FINANCIAL STRATEGIES GROUP, LLC
$147M
Top holdings
1
ISHARES TR
$51.6M
2
TIMOTHY PLAN
$14.5M
3
NORTHERN LTS FD TR IV
$13M
WEALTHGARDEN F.S. LLC
$147M
Top holdings
1
ISHARES TR
$39M
2
BLACKROCK ETF TRUST
$15.8M
3
SPDR SERIES TRUST
$10.5M
BROADVIEW FINANCIAL MANAGEMENT, LLC
$146M
Top holdings
1
ISHARES TR
$101M
2
SCHWAB STRATEGIC TR
$11.4M
3
VANGUARD BD INDEX FDS
$11.2M
SPRINGVEST WEALTH MANAGEMENT LLC
$146M
Top holdings
1
DIMENSIONAL ETF TRUST
$34.7M
2
VANGUARD SCOTTSDALE FDS
$29.6M
3
SCHWAB STRATEGIC TR
$11.4M
GREYCROFT LP
$146M
Top holdings
1
SEMRUSH HLDGS INC
$107M
2
MNTN INC
$18.1M
3
REDDIT INC
$3.84M
CLEARWAVE CAPITAL, LLC
$146M
Top holdings
1
FIDELITY COVINGTON TRUST
$21.5M
2
ISHARES TR
$15.1M
3
PGIM ETF TR
$7.72M
ANSON CAPITAL, INC.
$146M
Top holdings
1
ISHARES TR
$18.4M
2
PACER FDS TR
$18.3M
3
SPDR SERIES TRUST
$15.7M
SIPPICAN CAPITAL ADVISORS
$146M
Top holdings
1
BANCORP INC DEL
$7.96M
2
GE AEROSPACE
$4.24M
3
TRIUMPH FINANCIAL INC
$4.2M
BRIGHT FUTURES WEALTH MANAGEMENT, LLC.
$146M
Top holdings
1
ISHARES TR
$15.8M
2
INNOVATOR ETFS TRUST
$14.6M
3
VANECK ETF TRUST
$9.4M
ASPETUCK FINANCIAL MANAGEMENT LLC
$146M
Top holdings
1
SPDR SERIES TRUST
$29.5M
2
NVIDIA CORPORATION
$18.4M
3
FIDELITY COVINGTON TRUST
$11.1M
22NW, LP
$146M
Top holdings
1
FOSTER L B CO
$29.8M
2
NEKTAR THERAPEUTICS
$20.2M
3
LIFECORE BIOMEDICAL INC
$18.9M
TRB ADVISORS LP
$146M
Top holdings
1
MICROSOFT CORP
$46.3M
2
APPLE INC
$44.4M
3
KKR & CO INC
$26.5M
J2 CAPITAL MANAGEMENT INC
$146M
Top holdings
1
ISHARES TR
$49.7M
2
SPDR SERIES TRUST
$17.3M
3
PACER FDS TR
$6.4M
NAUTILUS ADVISORS LLC
$146M
Top holdings
1
DIMENSIONAL ETF TRUST
$10.1M
2
ALPHABET INC
$8.27M
3
AMAZON COM INC
$7.01M
SCOPIA CAPITAL MANAGEMENT LP
$146M
Top holdings
1
CORTEVA INC
$12.4M
2
CHEMOURS CO
$12.4M
3
VISTANCE NETWORKS INC
$12.1M
APEX WEALTH MANAGEMENT, LLC
$146M
Top holdings
1
ISHARES TR
$51M
2
SCHWAB STRATEGIC TR
$18M
3
VANGUARD INDEX FDS
$17.3M
ASPIRE GROWTH PARTNERS LLC
$146M
Top holdings
1
VANGUARD INDEX FDS
$20.6M
2
VANGUARD ADMIRAL FDS INC
$11.6M
3
APPLE INC
$10.2M
SENTRY INVESTMENT MANAGEMENT LLC
$146M
Top holdings
1
VANGUARD INDEX FDS
$146M
