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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
BRIDGER MANAGEMENT, LLC
$128M
Top holdings
1
MORGAN STANLEY
$18.5M
2
AMAZON COM INC
$13.1M
3
TEVA PHARMACEUTICAL INDS LTD
$11.1M
SAFE HARBOR FAMILY CAPITAL, LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$30.8M
2
ISHARES TR
$25.9M
3
VANGUARD MALVERN FDS
$15.2M
AEGON USA INVESTMENT MANAGEMENT, LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$90.3M
2
WELLS FARGO & CO
$3.31M
3
VANGUARD BD INDEX FDS
$2.97M
YORK GP, LTD.
$128M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$127M
2
LISTED FDS TR
$226k
TEPP RIA, LLC
$128M
Top holdings
1
ISHARES TR
$34.9M
2
VANGUARD WHITEHALL FDS
$18.4M
3
INVESCO QQQ TR
$16.8M
IVORY UNION CONSULTING LTD
$128M
Top holdings
1
NVIDIA CORPORATION
$89.2M
2
ALPHABET INC
$38.5M
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
$128M
Top holdings
1
SCHWAB STRATEGIC TR
$21.7M
2
FIRST TR EXCHANGE TRADED FD
$14.1M
3
CAPITAL GRP FIXED INCM ETF T
$12.4M
PELHAM CAPITAL LTD.
$128M
Top holdings
1
HILTON WORLDWIDE HLDGS INC
$24.3M
2
TAIWAN SEMICONDUCTOR MANUFAC
$18.2M
3
LINDE PLC
$15.6M
WLTH CAPITAL MANAGEMENT, LLC
$128M
Top holdings
1
ISHARES TR
$69M
2
VANGUARD SCOTTSDALE FDS
$16.3M
3
ISHARES INC
$11.3M
SUMMITAS INVESTMENT MANAGEMENT LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$61.5M
2
WORLD GOLD TR
$20.4M
3
VANGUARD SCOTTSDALE FDS
$10.5M
STORGATE, LLC
$127M
Top holdings
1
FIDELITY COVINGTON TRUST
$41.8M
2
TAIWAN SEMICONDUCTOR MANUFAC
$3.56M
3
DIMENSIONAL ETF TRUST
$3.17M
CLEAR RETIREMENT ADVICE LLC
$127M
Top holdings
1
SCHWAB STRATEGIC TR
$21.9M
2
ISHARES TR
$20.4M
3
VANGUARD INDEX FDS
$18.3M
CONCORDE FINANCIAL CORP
$127M
Top holdings
1
EXXON MOBIL CORP
$9.48M
2
OCCIDENTAL PETE CORP
$9.02M
3
JPMORGAN CHASE & CO
$8.66M
ARES FINANCIAL CONSULTING, LLC
$127M
Top holdings
1
DIMENSIONAL ETF TRUST
$23.1M
2
VANGUARD INDEX FDS
$16.2M
3
ISHARES TR
$8.09M
AEGIS WEALTH MANAGEMENT, INC.
$127M
Top holdings
1
NORTHERN LTS FD TR III
$30M
2
AIM ETF PRODUCTS TRUST
$14.1M
3
SPDR SERIES TRUST
$13.8M
ACT CAPITAL MANAGEMENT, LLC
$127M
Top holdings
1
KRYSTAL BIOTECH INC
$15.6M
2
CHEVRON CORPORATION
$15.5M
3
EXXON MOBIL CORP
$11.9M
MADISON PARK CAPITAL ADVISORS, LLC
$127M
Top holdings
1
SELECT SECTOR SPDR TR
$21.9M
2
VANGUARD STAR FDS
$14M
3
VANGUARD INDEX FDS
$12M
PEREGRINE INVESTMENT MANAGEMENT INC
$127M
Top holdings
1
AMAZON COM INC
$8.9M
2
XOMETRY INC
$8.78M
3
NETFLIX INC.
$8.65M
SUN GROUP WEALTH PARTNERS
$127M
Top holdings
1
APPLE INC
$12.7M
2
COSTCO WHOLESALE CORPORATION
$10.2M
3
PALANTIR TECHNOLOGIES INC
$9.28M
MIDWESTERN FINANCIAL, LLC
$127M
Top holdings
1
ISHARES TR
$27.3M
2
AMERICAN CENTY ETF TR
$24.1M
3
VANGUARD INDEX FDS
$14.5M
