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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
WILLNER & HELLER, LLC
$134M
Top holdings
1
ISHARES TR
$14.3M
2
NVIDIA CORPORATION
$7.76M
3
FIRST TR EXCHANGE TRADED FD
$5.32M
CAPELIGHT CAPITAL ASSET MANAGEMENT LP
$134M
Top holdings
1
SANDISK CORP
$11.4M
2
CORE SCIENTIFIC INC NEW
$8.98M
3
LEGENCE CORP
$8.75M
KVP CAPITAL ADVISORS, LP
$134M
Top holdings
1
TERNS PHARMACEUTICALS INC
$23.2M
2
PRAXIS PRECISION MEDICINES I
$13.8M
3
WHITEHAWK THERAPEUTICS INC
$7.47M
ROUNDANGLE ADVISORS LLC
$134M
Top holdings
1
ISHARES TR
$18.4M
2
VANGUARD INDEX FDS
$15.1M
3
VANGUARD SCOTTSDALE FDS
$10.9M
BAM WEALTH MANAGEMENT, LLC
$134M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$32.5M
2
PIMCO ETF TR
$14.9M
3
ISHARES TR
$7.57M
WILLIAMS & NOVAK, LLC
$134M
Top holdings
1
PIMCO EQUITY SER
$15.7M
2
ISHARES TR
$14.8M
3
PIMCO ETF TR
$10.9M
LANGDON EQUITY PARTNERS
$134M
Top holdings
1
GOOSEHEAD INS INC
$37.9M
2
YETI HLDGS INC
$21.8M
3
KINSALE CAP GROUP INC
$21.7M
RF&L WEALTH MANAGEMENT, LLC
$134M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.2M
2
VANGUARD INDEX FDS
$15.8M
3
ISHARES TR
$12.3M
SHEPHERD WEALTH MANAGEMENT LTD LIABILITY CO
$134M
Top holdings
1
ISHARES TR
$54.3M
2
STATE STR SPDR S&P 500 ETF T
$21.3M
3
INVESCO QQQ TR
$11.2M
PW ADVISORS, LLC FL
$133M
Top holdings
1
ISHARES TR
$32.5M
2
DIMENSIONAL ETF TRUST
$31.3M
3
AMERICAN CENTY ETF TR
$30.8M
LIGHTSQUARE WEALTH MANAGEMENT, LLC
$133M
Top holdings
1
SELECT SECTOR SPDR TR
$44.8M
2
VANGUARD INDEX FDS
$22.1M
3
ISHARES TR
$13.2M
TRACE WEALTH ADVISORS, LLC
$133M
Top holdings
1
AMERICAN CENTY ETF TR
$42.7M
2
VANGUARD INDEX FDS
$18.9M
3
VANGUARD TAX-MANAGED FDS
$11.3M
GAINPLAN LLC
$133M
Top holdings
1
PIMCO ETF TR
$52.5M
2
VANGUARD INDEX FDS
$13.2M
3
NEOS ETF TRUST
$12.8M
FINANCIAL PLANNING FORT COLLINS, LLC
$133M
Top holdings
1
SPDR SERIES TRUST
$42.8M
2
NVIDIA CORPORATION
$29.2M
3
SPDR INDEX SHS FDS
$18M
WILLIAMSON LEGACY GROUP, LLC
$133M
Top holdings
1
LUMENTUM HLDGS INC
$7.93M
2
CIENA CORP
$6.57M
3
SANDISK CORP
$5.96M
BRICKWOOD ASSET MANAGEMENT LLP
$133M
Top holdings
1
AVANTOR INC
$34M
2
DENTSPLY SIRONA INC
$33.3M
3
WESTERN UN CO
$30.9M
TENZING FINANCIAL LLC
$133M
Top holdings
1
ISHARES TR
$25.7M
2
J P MORGAN EXCHANGE TRADED F
$25.7M
3
ALPS ETF TR
$18.3M
LITTLEJOHN FINANCIAL SERVICES, INC.
$133M
Top holdings
1
ISHARES TR
$60.3M
2
INVESCO QQQ TR
$13.3M
3
J P MORGAN EXCHANGE TRADED F
$4.59M
SYNERGY FINANCIAL GROUP, LTD
$133M
Top holdings
1
NVIDIA CORPORATION
$10.8M
2
MICROSOFT CORP
$9.07M
3
VANGUARD INDEX FDS
$9M
FIDUCIARY ADVISORS, INC.
$133M
Top holdings
1
VANGUARD INDEX FDS
$45M
2
ISHARES TR
$26.4M
3
VANGUARD WHITEHALL FDS
$11.6M
