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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
SUMMIT FINANCIAL CONSULTING LLC
$140M
Top holdings
1
ISHARES TR
$89.8M
2
SCHWAB STRATEGIC TR
$18.6M
3
VANGUARD SCOTTSDALE FDS
$7.31M
RIDGELINE WEALTH, LLC
$140M
Top holdings
1
AMERICAN CENTY ETF TR
$69.9M
2
DIMENSIONAL ETF TRUST
$22M
3
ISHARES TR
$17.8M
SHADE TREE ADVISORS LLC
$140M
Top holdings
1
VANGUARD INDEX FDS
$86.3M
2
VANGUARD STAR FDS
$16.1M
3
SANDISK CORP
$9.21M
KG&L CAPITAL MANAGEMENT,LLC
$139M
Top holdings
1
ISHARES TR
$15M
2
STATE STR SPDR S&P 500 ETF T
$11.2M
3
JPMORGAN CHASE & CO
$8.63M
ROLEK WEALTH MANAGEMENT LLC
$139M
Top holdings
1
VANGUARD INDEX FDS
$77.6M
2
INVESCO EXCH TRADED FD TR II
$51.1M
3
VANGUARD WORLD FD
$2.7M
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
$139M
Top holdings
1
WISDOMTREE TR
$64.1M
2
SPDR GOLD TR
$26.1M
3
FIDELITY WISE ORIGIN BITCOIN
$4.98M
LANDMARK INVESTMENT PARTNERS, L.P.
$139M
Top holdings
1
COSTAR GROUP INC
$17.1M
2
COHEN & STEERS INC
$14.4M
3
HILTON WORLDWIDE HLDGS INC
$12.8M
BLACK CYPRESS CAPITAL MANAGEMENT, LLC
$139M
Top holdings
1
FLOOR & DECOR HLDGS INC
$16.9M
2
US BANCORP
$16.4M
3
META PLATFORMS INC
$15.2M
BUCKLEY CAPITAL ADVISORS, LLC
$139M
Top holdings
1
LIQUIDIA CORPORATION
$44.7M
2
ACADIA HEALTHCARE COMPANY IN
$15.6M
3
SUPER GROUP SGHC LIMITED
$14M
WELCH FINANCIAL PLANNING, LLC
$139M
Top holdings
1
INNOVATOR ETFS TRUST
$26.2M
2
J P MORGAN EXCHANGE TRADED F
$19.3M
3
ISHARES TR
$13.3M
MARATHON STRATEGIC ADVISORS, LLC
$139M
Top holdings
1
SPDR SERIES TRUST
$34M
2
SPDR INDEX SHS FDS
$22.8M
3
VANGUARD INDEX FDS
$13.9M
CENTER FOR WEALTH MANAGEMENT ADVISORY
$139M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$26.4M
2
FIRST TR EXCHANGE-TRADED FD
$22.6M
3
ISHARES TR
$12.7M
ARGYLE CAPITAL PARTNERS, LLC
$139M
Top holdings
1
ISHARES TR
$30.2M
2
APPLE INC
$7.71M
3
MICROSOFT CORP
$3.99M
GRANITESHARES ADVISORS LLC
$139M
Top holdings
1
MICROSOFT CORP
$4.37M
2
ALPHABET INC
$3.56M
3
CVR PARTNERS LP/CVR NITROGEN
$2.99M
BLUEGRASS CAPITAL PARTNERS LP
$139M
Top holdings
1
TRANSDIGM GROUP INC
$22.7M
2
MOODYS CORP
$22.7M
3
GE AEROSPACE
$22.6M
KENNONDALE CAPITAL MANAGEMENT LLC
$139M
Top holdings
1
MARATHON PETE CORP
$4.81M
2
DELEK US HLDGS INC NEW
$4.48M
3
PERDOCEO ED CORP
$4.19M
PARVIN ASSET MANAGEMENT, LLC
$139M
Top holdings
1
APPLE INC
$6.17M
2
NEWMONT CORP
$4.26M
3
AGNICO EAGLE MINES LTD
$4.16M
DKM WEALTH MANAGEMENT, INC.
$139M
Top holdings
1
ISHARES TR
$21.4M
2
THORNBURG INCM BUILDER OPP T
$20.4M
3
T ROWE PRICE ETF INC
$14.9M
CHESAPEAKE CAPITAL CORP
$139M
Top holdings
1
ISHARES TR
$16.5M
2
VANGUARD SCOTTSDALE FDS
$5.71M
3
LUMENTUM HLDGS INC
$3.22M
SEELAUS ASSET MANAGEMENT LLC
$139M
Top holdings
1
APPLE INC
$9.5M
2
STATE STR SPDR S&P 500 ETF T
$7.3M
3
ALPHABET INC
$5.72M
