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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
CONNECTIVE CAPITAL MANAGEMENT, LLC
$121M
Top holdings
1
INVESCO QQQ TR
$20.7M
2
INTUITIVE SURGICAL INC
$10.8M
3
PROSHARES TR
$6.46M
CANDELO CAPITAL MANAGEMENT LP
$121M
Top holdings
1
VANECK ETF TRUST
$7.67M
2
KODIAK GAS SVCS INC
$7.44M
3
CENTURI HOLDINGS INC
$6.88M
PALLER FINANCIAL SERVICES INC
$121M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$18.7M
2
ISHARES TR
$18.2M
3
VANECK ETF TRUST
$12.5M
AVISE FINANCIAL COOPERATIVE, INC.
$121M
Top holdings
1
ISHARES TR
$45.4M
2
DIMENSIONAL ETF TRUST
$10.9M
3
BLACKROCK ETF TRUST
$9.21M
FULCRUM WEALTH ADVISORS, LLC
$121M
Top holdings
1
ETFS GOLD TR
$13.4M
2
SPROTT ASSET MANAGEMENT LP
$13.4M
3
MICROSOFT CORP
$7.71M
LIFTPOINT FAMILY WEALTH ADVISORS LLC
$121M
Top holdings
1
ISHARES TR
$68.9M
2
BLACKROCK ETF TRUST
$23.8M
3
ISHARES INC
$9.36M
SECTORAL ASSET MANAGEMENT INC
$121M
Top holdings
1
EVOMMUNE INC
$13.5M
2
CONTINEUM THERAPEUTICS INC
$9.5M
3
SHOULDER INNOVATIONS INC
$6.25M
RELIANT INVESTMENT PARTNERS, LLC
$121M
Top holdings
1
NVIDIA CORPORATION
$14.8M
2
VANGUARD INDEX FDS
$8.72M
3
DUKE ENERGY CORP NEW
$7.84M
CHICAGO CAPITAL MANAGEMENT, LLC
$121M
Top holdings
1
CHART INDS INC
$8.27M
2
JANUS HENDERSON GROUP PLC
$8.22M
3
ARCELLX INC
$8.04M
CONQUIS FINANCIAL LLC
$121M
Top holdings
1
VANGUARD INDEX FDS
$34.5M
2
DIMENSIONAL ETF TRUST
$33.5M
3
VANGUARD SPECIALIZED FUNDS
$15.1M
WIREGRASS INVESTMENT MANAGEMENT LLC
$121M
Top holdings
1
SPDR SERIES TRUST
$8.59M
2
APPLE INC
$7.62M
3
NVIDIA CORPORATION
$7.28M
MERITED WEALTH, LLC
$121M
Top holdings
1
ISHARES TR
$24M
2
J P MORGAN EXCHANGE TRADED F
$18.4M
3
DIMENSIONAL ETF TRUST
$9.68M
MFG WEALTH MANAGEMENT, INC.
$121M
Top holdings
1
SCHWAB STRATEGIC TR
$17.1M
2
PROSHARES TR
$5.62M
3
SPDR SERIES TRUST
$4.52M
JM2 CAPITAL INC.
$121M
Top holdings
1
VANGUARD WORLD FD
$10.7M
2
NVIDIA CORPORATION
$8.53M
3
ALPHABET INC
$8.34M
AG ASSET ADVISORY, LLC
$121M
Top holdings
1
META PLATFORMS INC
$49.3M
2
DIMENSIONAL ETF TRUST
$48M
3
SIMPLIFY EXCHANGE TRADED FUN
$7.5M
TENZING GLOBAL MANAGEMENT, LLC
$121M
Top holdings
1
META PLATFORMS INC
$24.3M
2
HERBALIFE LTD
$15.5M
3
UBER TECHNOLOGIES INC
$13.8M
BG INVESTMENT SERVICES, INC.
$120M
Top holdings
1
FIDELITY COVINGTON TRUST
$38.2M
2
ISHARES TR
$32.7M
3
FIDELITY MERRIMACK STR TR
$22.4M
GOLDSTREAM CAPITAL MANAGEMENT LTD
$120M
Top holdings
1
INVESCO QQQ TR
$45.7M
2
ISHARES TR
$7.59M
3
LUMENTUM HLDGS INC
$4.92M
WEALTH PRESERVATION ADVISORS, LLC
$120M
Top holdings
1
NVIDIA CORPORATION
$15.3M
2
ALPHABET INC
$15.2M
3
AMAZON COM INC
$15.1M
LUNATE CAPITAL LTD
$120M
Top holdings
1
REVOLUTION MEDICINES INC
$54.2M
2
SAILPOINT INC
$39.7M
3
LINEAGE INC
$19.7M
