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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
MALLINI COMPLETE FINANCIAL PLANNING LLC
$126M
Top holdings
1
VANGUARD INDEX FDS
$44.4M
2
VANGUARD BD INDEX FDS
$25.4M
3
VANGUARD STAR FDS
$15.5M
GTS FINANCIAL, LLC
$126M
Top holdings
1
ISHARES TR
$31.6M
2
SPDR SERIES TRUST
$22.6M
3
INNOVATOR ETFS TRUST
$19M
SAGEWORTH TRUST CO OF SOUTH DAKOTA
$126M
Top holdings
1
VANGUARD INDEX FDS
$36.9M
2
DIMENSIONAL ETF TRUST
$28.1M
3
ISHARES TR
$13.9M
BLODGETT WEALTH ADVISORS, LLC
$126M
Top holdings
1
ISHARES TR
$24.6M
2
NVIDIA CORPORATION
$15.6M
3
APPLE INC
$14.5M
BROOKTREE CAPITAL MANAGEMENT
$126M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$18.3M
2
RIMINI STR INC DEL
$13M
3
IAC INC
$12.6M
CHESAPEAKE ASSET MANAGEMENT LLC
$126M
Top holdings
1
SPDR SERIES TRUST
$12.8M
2
ELI LILLY & CO
$8.56M
3
APPLE INC
$6.64M
BRANDYWINE ASSET MANAGEMENT, INC.
$126M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$43.7M
2
VANGUARD TAX-MANAGED FDS
$29M
3
STATE STR SPDR S&P 500 ETF T
$19.4M
BINGHAM PRIVATE WEALTH, LLC
$126M
Top holdings
1
ISHARES TR
$9.4M
2
ALPHABET INC
$4.69M
3
NVIDIA CORPORATION
$4.65M
VISTA FINANCE, LLC
$126M
Top holdings
1
SPDR GOLD TR
$43.1M
2
ISHARES TR
$22.5M
3
LISTED FDS TR
$20.1M
UPTOWN FINANCIAL ADVISORS LLC
$126M
Top holdings
1
VANGUARD INDEX FDS
$29.3M
2
ISHARES TR
$18M
3
SPDR SERIES TRUST
$15M
BURR FINANCIAL SERVICES, LLC
$126M
Top holdings
1
NVIDIA CORPORATION
$42.3M
2
BROADCOM INC
$13.4M
3
PALANTIR TECHNOLOGIES INC
$13M
NORTHAVENUE LLC
$126M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.6M
2
INVESCO EXCH TRD SLF IDX FD
$41M
3
ISHARES TR
$1.6M
NORTHSTAR FINANCIAL COMPANIES, INC.
$126M
Top holdings
1
ISHARES TR
$21.2M
2
VISA INC
$7.75M
3
VANGUARD ADMIRAL FDS INC
$4.74M
IDG CHINA VENTURE CAPITAL FUND V ASSOCIATES L.P.
$126M
Top holdings
1
RLX TECHNOLOGY INC
$126M
LANE GENERATIONAL LLC
$126M
Top holdings
1
SPIRE GLOBAL INC
$9.51M
2
AGNICO EAGLE MINES LTD
$9.22M
3
OR ROYALTIES INC.
$7.27M
BLUEPRINT INVESTING LLC
$126M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$39.4M
2
DIMENSIONAL ETF TRUST
$33.9M
3
AIRBNB INC
$26.1M
AGMAN CAPITAL LLC
$126M
Top holdings
1
COHERENT CORP
$21.4M
2
GRAHAM CORP
$15.9M
3
GXO LOGISTICS INCORPORATED
$10.5M
VIRTUE ASSET MANAGEMENT LLC
$126M
Top holdings
1
DIMENSIONAL ETF TRUST
$11.8M
2
ISHARES TR
$11.1M
3
VANGUARD INDEX FDS
$8.85M
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
$126M
Top holdings
1
AMERICAN CENTY ETF TR
$22M
2
CAPITAL GRP FIXED INCM ETF T
$19.1M
3
J P MORGAN EXCHANGE TRADED F
$13.5M
LAUER WEALTH, LLC
$126M
Top holdings
1
WISDOMTREE TR
$29.1M
2
DIMENSIONAL ETF TRUST
$17M
3
INVESCO QQQ TR
$16.9M
