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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
ASEMPA WEALTH ADVISORS
$115M
Top holdings
1
ISHARES TR
$61.9M
2
VANGUARD INDEX FDS
$11M
3
BLACKROCK ETF TRUST
$5.03M
MRP CAPITAL INVESTMENTS, LLC
$115M
Top holdings
1
ISHARES TR
$15M
2
SPDR GOLD TR
$4.17M
3
ALPHABET INC
$4.04M
DEDEKER FINANCIAL LLC
$115M
Top holdings
1
PROSHARES TR
$37.5M
2
FIDELITY COVINGTON TRUST
$11M
3
INVESCO QQQ TR
$8.28M
HBE WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
DIMENSIONAL ETF TRUST
$36M
2
ISHARES TR
$18.4M
3
EA SERIES TRUST
$15.7M
BEY-DOUGLAS LLC
$115M
Top holdings
1
ALPHABET INC
$14.3M
2
NVIDIA CORPORATION
$12.3M
3
MICROSOFT CORP
$8.64M
SUMMERHILL CAPITAL MANAGEMENT LNC.
$115M
Top holdings
1
ALPHABET INC
$14.4M
2
JPMORGAN CHASE & CO
$9.41M
3
ROYAL BK CDA
$9.23M
MH & ASSOCIATES SECURITIES MANAGEMENT CORP
$115M
Top holdings
1
VANECK MERK GOLD ETF
$5.91M
2
PHILLIPS 66
$4.43M
3
PFIZER INC
$4.42M
RAMIAH INVESTMENT GROUP
$114M
Top holdings
1
SPDR SERIES TRUST
$22.9M
2
VANGUARD INDEX FDS
$19.3M
3
INVESCO EXCHANGE TRADED FD T
$14.5M
KELSEY FINANCIAL, LLC
$114M
Top holdings
1
ISHARES TR
$50.2M
2
INVESCO QQQ TR
$21.1M
3
AMGEN INC
$7.67M
KAILIX ADVISORS LLC
$114M
Top holdings
1
DAUCH CORP
$26.4M
2
GREEN PLAINS INC
$17.3M
3
CONSTELLIUM SE
$13.5M
WOLFSTICH CAPITAL, LLC
$114M
Top holdings
1
DIMENSIONAL ETF TRUST
$85.4M
2
SCHWAB STRATEGIC TR
$7.98M
3
ISHARES TR
$5.19M
WINTER & ASSOCIATES, INC.
$114M
Top holdings
1
ISHARES TR
$14.4M
2
VICTORY PORTFOLIOS II
$10M
3
VANGUARD INDEX FDS
$6.81M
SEAL COVE CAPITAL, LLC
$114M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$51.1M
2
INVESCO QQQ TR
$29.6M
3
SPDR SERIES TRUST
$14.4M
QUEST 10 WEALTH BUILDERS, INC.
$114M
Top holdings
1
ISHARES TR
$32.5M
2
VANGUARD INDEX FDS
$17.3M
3
AIM ETF PRODUCTS TRUST
$7.45M
STIRLINGSHIRE INVESTMENTS, INC.
$114M
Top holdings
1
ISHARES TR
$12.5M
2
TIDAL TRUST II
$8.31M
3
SPDR SERIES TRUST
$8.24M
LORD & RICHARDS WEALTH MANAGEMENT, LLC
$114M
Top holdings
1
ETF SER SOLUTIONS
$33.1M
2
SPDR SERIES TRUST
$15.4M
3
BNY MELLON ETF TRUST
$10.1M
MAIMON WEALTH MANAGEMENT LTD.
$114M
Top holdings
1
ISHARES TR
$27.5M
2
AMERICAN CENTY ETF TR
$17.9M
3
PIMCO ETF TR
$16.2M
NITORUM CAPITAL, L.P.
$114M
Top holdings
1
STATE STR SPDR S&P MIDCAP 40
$13.1M
2
MARTIN MARIETTA MATLS INC
$10.4M
3
DELL TECHNOLOGIES INC
$8.85M
CDKV HOLDINGS LLC
$114M
Top holdings
1
SCHWAB STRATEGIC TR
$39.5M
2
ISHARES TR
$16.2M
3
VANGUARD INDEX FDS
$11.3M
BARRIER CAPITAL MANAGEMENT, LLC
$114M
Top holdings
1
QXO INC
$24.2M
2
ALPHABET INC
$13.8M
3
ECHOSTAR CORP
$11.7M
