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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
STRATEGIC ADVISORY PARTNERS, LLC
$127M
Top holdings
1
VANGUARD INDEX FDS
$46.9M
2
VANGUARD BD INDEX FDS
$34.5M
3
SELECT SECTOR SPDR TR
$18M
PB INVESTMENT PARTNERS, L.P.
$127M
Top holdings
1
HILTON GRAND VACATIONS INC
$28M
2
CAPITAL ONE FINL CORP
$24.3M
3
APOLLO GLOBAL MGMT INC
$21.1M
VAN DIEST CAPITAL, LLC
$127M
Top holdings
1
ISHARES TR
$12.1M
2
MICROSOFT CORP
$4.98M
3
TAIWAN SEMICONDUCTOR MANUFAC
$4.94M
PERSIUM ADVISORS, LLC
$127M
Top holdings
1
SCHWAB STRATEGIC TR
$82.9M
2
HOME DEPOT INC
$2.04M
3
APPLE INC
$1.57M
VALUE BASE LTD.
$127M
Top holdings
1
COGNYTE SOFTWARE LTD
$50.5M
2
VALENS SEMICONDUCTOR LTD
$24.3M
3
AUDIOCODES LTD
$22.1M
TRUE BLUE FINANCIAL, LLC
$127M
Top holdings
1
SPDR SERIES TRUST
$25.4M
2
FIRST TR EXCH TRADED FD III
$19.8M
3
FIRST TR EXCHANGE-TRADED FD
$15.2M
HEGARTY ADVISORS, LLC
$127M
Top holdings
1
VANGUARD INDEX FDS
$36.4M
2
VANGUARD INTL EQUITY INDEX F
$23.1M
3
VANGUARD SCOTTSDALE FDS
$10.4M
TIMELO INVESTMENT MANAGEMENT INC.
$127M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$45.5M
2
PROFOUND MED CORP
$7.22M
3
ISHARES SILVER TR
$6.81M
VUB GENERALI DOCHODKOVA SPRAVCOVSKA SPOLOCNOST, A.S.
$127M
Top holdings
1
NVIDIA CORPORATION
$10.3M
2
APPLE INC
$9.31M
3
ALPHABET INC
$6.89M
TRAVELERS COMPANIES, INC.
$127M
Top holdings
1
FIDELIS INSURANCE HOLDINGS L
$127M
BENNINGFIELD FINANCIAL ADVISORS, LLC
$127M
Top holdings
1
DIMENSIONAL ETF TRUST
$30.2M
2
VANGUARD MALVERN FDS
$21.2M
3
ISHARES TR
$21M
POINCIANA ADVISORS GROUP, LLC
$127M
Top holdings
1
DIMENSIONAL ETF TRUST
$33.2M
2
AMERICAN CENTY ETF TR
$31.1M
3
VANGUARD SCOTTSDALE FDS
$8.86M
ALPHA ADVISORS, LLC
$127M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$30.6M
2
ISHARES TR
$28.1M
3
DIMENSIONAL ETF TRUST
$12.7M
GUARDIAN INVESTMENT MANAGEMENT
$127M
Top holdings
1
APPLE INC
$20M
2
DANAHER CORP DEL
$11.1M
3
BLACKSTONE INC
$9.13M
ARES SYSTEMATIC CREDIT LTD
$127M
Top holdings
1
AKAMAI TECHNOLOGIES INC
$5.17M
2
RIVIAN AUTOMOTIVE INC
$4.35M
3
ALARM COM HLDGS INC
$4.25M
EHRENKRANZ PARTNERS L.P.
$126M
Top holdings
1
ISHARES INC
$52.6M
2
ISHARES TR
$17.9M
3
VANGUARD INDEX FDS
$14.6M
HALLSTATT ADVISORS L.P.
$126M
Top holdings
1
GRANITE CONSTR INC
$15.9M
2
GFL ENVIRONMENTAL INC
$13.3M
3
CLEAN HARBORS INC
$13.2M
GRIZZLYROCK CAPITAL, LLC
$126M
Top holdings
1
FERROGLOBE PLC
$15M
2
DRIVEN BRANDS HLDGS INC
$14.8M
3
MAGNITE INC
$14.7M
GILPIN WEALTH MANAGEMENT, LLC
$126M
Top holdings
1
ISHARES TR
$25.6M
2
SPDR SERIES TRUST
$14.6M
3
VANGUARD INDEX FDS
$8.7M
LUTS & GREENLEIGH GROUP, INC
$126M
Top holdings
1
EXXON MOBIL CORP
$39.6M
2
ISHARES TR
$14.7M
3
COSTCO WHOLESALE CORPORATION
$10.4M
