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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
RIDGELINE WEALTH PLANNING, LLC
$137M
Top holdings
1
SPDR SERIES TRUST
$35.8M
2
J P MORGAN EXCHANGE TRADED F
$19.9M
3
BLACKROCK ETF TRUST
$11.7M
SCHWALLIER WEALTH MANAGEMENT LLC
$137M
Top holdings
1
SCHWAB STRATEGIC TR
$30.5M
2
INVESCO EXCHANGE TRADED FD T
$28.7M
3
VANGUARD INDEX FDS
$21.9M
GENERATION CAPITAL MANAGEMENT LLC
$137M
Top holdings
1
ISHARES TR
$15.1M
2
RBB FD INC
$12.9M
3
ALPHABET INC
$10.6M
EVOLUTION WEALTH MANAGEMENT INC.
$137M
Top holdings
1
ISHARES TR
$16.5M
2
INNOVATOR ETFS TRUST
$14.8M
3
SIMPLIFY EXCHANGE TRADED FUN
$14.6M
SOUTH SHORE CAPITAL ADVISORS
$137M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$11.4M
2
ALPHABET INC
$10.1M
3
ISHARES TR
$9.71M
SONNIPE LTD
$137M
Top holdings
1
MONDAY COM LTD
$137M
URS ADVISORY LLC
$137M
Top holdings
1
NEOS ETF TRUST
$24.2M
2
ISHARES TR
$24.1M
3
VANGUARD INDEX FDS
$21.3M
COMPASS FINANCIAL GROUP, INC. OHIO
$137M
Top holdings
1
ISHARES TR
$41.9M
2
STATE STR SPDR S&P 500 ETF T
$20.8M
3
VANGUARD INDEX FDS
$12.9M
TENERE CAPITAL LLC
$136M
Top holdings
1
NVIDIA CORPORATION
$13.5M
2
META PLATFORMS INC
$12.9M
3
APPLE INC
$11.4M
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
$136M
Top holdings
1
ISHARES TR
$76.9M
2
SCHWAB STRATEGIC TR
$24.1M
3
WISDOMTREE TR
$6.16M
LUMINARX CAPITAL MANAGEMENT LP
$136M
Top holdings
1
ISHARES TR
$24.3M
2
STATE STR SPDR S&P 500 ETF T
$15.4M
3
BAIN CAP GSS INVT CORP
$10.3M
LEIBMAN FINANCIAL SERVICES, INC.
$136M
Top holdings
1
WISDOMTREE TR
$22M
2
ISHARES TR
$6.86M
3
AMERICAN CENTY ETF TR
$5.35M
RAHLFS CAPITAL, LLC
$136M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$15.4M
2
APPLE INC
$9.37M
3
BERKSHIRE HATHAWAY INC DEL
$7.18M
FLAGSHIP CAPITAL MANAGEMENT INC.
$136M
Top holdings
1
SELECT SECTOR SPDR TR
$23.8M
2
ALPHABET INC
$14.6M
3
APPLE INC
$13M
PINE HAVEN INVESTMENT COUNSEL, INC
$136M
Top holdings
1
ISHARES TR
$15M
2
MICROSOFT CORP
$11.1M
3
APPLE INC
$10.3M
AURORA INVESTMENT MANAGERS, LLC.
$136M
Top holdings
1
ALPHABET INC
$12.9M
2
KRANESHARES TRUST
$12.4M
3
ALIBABA GROUP HLDG LTD
$10.2M
GAGNON ADVISORS, LLC
$136M
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$12.9M
2
AMERESCO INC
$12.1M
3
EQUINIX INC
$10.5M
WOMACK FINANCIAL LLC
$136M
Top holdings
1
SCHWAB STRATEGIC TR
$52M
2
VANGUARD BD INDEX FDS
$9.98M
3
EA SERIES TRUST
$6.26M
MUIRFIELD WEALTH ADVISORS LLC
$136M
Top holdings
1
ISHARES TR
$29M
2
INVESCO EXCHANGE TRADED FD T
$14.6M
3
VANGUARD INDEX FDS
$11.3M
SOVEREIGNS CAPITAL MANAGEMENT, LLC
$136M
Top holdings
1
FISERV INC
$5.83M
2
VISTRA CORP
$5.78M
3
GRAND CANYON ED INC
$5.72M
