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
KARL KAPITAL LLC
$144M
Top holdings
1
ENCORE CAP GROUP INC
$15.6M
2
FLYWIRE CORPORATION
$11.7M
3
SKYWARD SPECIALTY INS GROUP
$11M
COVESTOR LTD
$144M
Top holdings
1
VANGUARD INDEX FDS
$4.54M
2
ISHARES TR
$3.35M
3
VANGUARD TAX-MANAGED FDS
$3.31M
TME FINANCIAL, INC.
$144M
Top holdings
1
ISHARES TR
$55.5M
2
VANGUARD INDEX FDS
$16.6M
3
DBX ETF TR
$9.22M
EXCHANGE BANK
$144M
Top holdings
1
ISHARES TR
$20.6M
2
APPLE INC
$7.24M
3
JOHNSON & JOHNSON
$6.76M
NABITY-JENSEN INVESTMENT MANAGEMENT INC
$144M
Top holdings
1
VANGUARD INDEX FDS
$48.3M
2
GOLDMAN SACHS ETF TR
$15M
3
INVESCO QQQ TR
$8.17M
ARROW CAPITAL MANAGEMENT, LLC
$144M
Top holdings
1
ALPHABET INC
$26.3M
2
AMAZON COM INC
$20.3M
3
META PLATFORMS INC
$12.2M
INTEGRATED FINANCIAL SOLUTIONS, INC.
$144M
Top holdings
1
APPLE INC
$30.4M
2
NVIDIA CORPORATION
$30.4M
3
BROADCOM INC
$23.7M
MACROVIEW INVESTMENT MANAGEMENT LLC
$144M
Top holdings
1
ISHARES TR
$34.4M
2
INNOVATOR ETFS TRUST
$12.4M
3
SCHWAB STRATEGIC TR
$9.57M
HILLMAN CAPITAL MANAGEMENT, INC.
$144M
Top holdings
1
BIOGEN INC
$5.42M
2
DUPONT DE NEMOURS INC
$5.4M
3
WARNER BROS DISCOVERY INC
$5.39M
IMPACT INVESTORS, INC
$144M
Top holdings
1
ISHARES TR
$34.5M
2
SPDR SERIES TRUST
$13.6M
3
ISHARES GOLD TR
$11.1M
ADVAYA LLP
$144M
Top holdings
1
AMAZON COM INC
$39.5M
2
WOODWARD INC
$30.4M
3
SPORTRADAR GROUP AG
$22.2M
ANCHOR CAPITAL MANAGEMENT GROUP INC
$144M
Top holdings
1
INVESCO QQQ TR
$76.5M
2
STATE STR SPDR S&P 500 ETF T
$37.1M
3
FIRST AMERICAN
$10.9M
GLADWYN FINANCIAL ADVISORS, INC.
$144M
Top holdings
1
VANGUARD INDEX FDS
$46.1M
2
VANGUARD INTL EQUITY INDEX F
$19.2M
3
VANGUARD WORLD FD
$16.5M
AUREUM WEALTH MANAGEMENT, LLC
$144M
Top holdings
1
ISHARES TR
$52.5M
2
SPDR SERIES TRUST
$32.7M
3
JANUS DETROIT STR TR
$8.05M
PINCUS CAPITAL MANAGEMENT, LP
$144M
Top holdings
1
PROCTER & GAMBLE CO
$34.2M
2
APPLE INC
$17.2M
3
ALPHABET INC
$9.73M
GORDONMD GLOBAL INVESTMENTS LP
$144M
Top holdings
1
KYVERNA THERAPEUTICS INC
$36.6M
2
TAYSHA GENE THERAPIES INC
$22.2M
3
VIR BIOTECHNOLOGY INC
$13.6M
CAPSTONE WEALTH MANAGEMENT, LLC
$143M
Top holdings
1
DIMENSIONAL ETF TRUST
$92.2M
2
EA SERIES TRUST
$18.2M
3
AMERICAN CENTY ETF TR
$9.6M
WERNAU ASSET MANAGEMENT INC.
$143M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$42.5M
2
APPLE INC
$38.8M
3
ALPHABET INC
$9.47M
ACKERMAN ASSET MANAGEMENT, LLC
$143M
Top holdings
1
ISHARES TR
$99.3M
2
STATE STR SPDR S&P 500 ETF T
$9.98M
3
J P MORGAN EXCHANGE TRADED F
$7.37M
ARAGON GLOBAL MANAGEMENT, LP
$143M
Top holdings
1
INVESCO QQQ TR
$45M
2
STATE STR SPDR S&P 500 ETF T
$29M
3
GE VERNOVA INC
$10.3M
