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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
ODYSSEY CAPITAL ADVISORS, INC.
$112M
Top holdings
1
ISHARES TR
$21.5M
2
SELECT SECTOR SPDR TR
$13M
3
NVIDIA CORPORATION
$8.17M
FINANCIAL CONCEPTS UNLIMITED, INC.
$112M
Top holdings
1
FEDERATED HERMES ETF TRUST
$26.4M
2
STATE STR SPDR DOW JONES IND
$16.6M
3
INVESCO QQQ TR
$15.6M
LARRY MATHIS FINANCIAL PLANNING, LLC
$112M
Top holdings
1
DIMENSIONAL ETF TRUST
$11.9M
2
ISHARES TR
$10.6M
3
PROSHARES TR
$10.5M
LB PARTNERS LLC
$112M
Top holdings
1
REMITLY GLOBAL INC
$24M
2
CAPITAL ONE FINL CORP
$12.8M
3
MILLICOM INTL CELLULAR S A
$10.7M
ATLAS FINANCIAL PLANNING LLC
$112M
Top holdings
1
AMERICAN CENTY ETF TR
$28.4M
2
DIMENSIONAL ETF TRUST
$13.6M
3
ISHARES TR
$11.6M
VERICREST PRIVATE WEALTH
$111M
Top holdings
1
ISHARES TR
$59.8M
2
WISDOMTREE TR
$21M
3
APPLE INC
$6.16M
EMERGENCE GP PARTNERS, LLC
$111M
Top holdings
1
VEEVA SYS INC
$87.8M
2
DOXIMITY INC
$9.03M
3
SERVICETITAN INC
$7.39M
FOUNTAINHEAD AM, LLC
$111M
Top holdings
1
ISHARES TR
$23M
2
VANGUARD INDEX FDS
$12.6M
3
APPLE INC
$7.86M
BENCHMARK FINANCIAL, LLC
$111M
Top holdings
1
SPDR SERIES TRUST
$29.7M
2
ISHARES TR
$20M
3
VANGUARD SCOTTSDALE FDS
$14.6M
WAGNER WEALTH MANAGEMENT, CORP
$111M
Top holdings
1
ISHARES TR
$16.7M
2
FIRST TR EXCHANGE-TRADED FD
$12M
3
INVESCO EXCH TRD SLF IDX FD
$12M
KENNEBEC SAVINGS BANK
$111M
Top holdings
1
APPLE INC
$8.12M
2
ALPHABET INC
$5.59M
3
MICROSOFT CORP
$4.92M
HESTIA CAPITAL MANAGEMENT, LLC
$111M
Top holdings
1
PITNEY BOWES INC
$90.1M
2
KOHLS CORP
$3.86M
3
FLOWERS FOODS INC
$2.23M
STONE WEALTH PARTNERS
$111M
Top holdings
1
ISHARES TR
$17.7M
2
VANGUARD INDEX FDS
$16M
3
SPDR SERIES TRUST
$15.7M
NILES INVESTMENT MANAGEMENT, LLC
$111M
Top holdings
1
SELECT SECTOR SPDR TR
$13M
2
NVIDIA CORPORATION
$12.7M
3
ALPHABET INC
$12.1M
LYNCH INVESTMENT PLANNING, LLC
$111M
Top holdings
1
ISHARES TR
$27.7M
2
PIMCO ETF TR
$17.7M
3
STATE STR SPDR S&P 500 ETF T
$11.1M
ALLIANCE WEALTH STRATEGIES, LLC
$111M
Top holdings
1
VANGUARD INDEX FDS
$45.6M
2
DIMENSIONAL ETF TRUST
$14.7M
3
VANGUARD INTL EQUITY INDEX F
$8.76M
ROXBURY FINANCIAL LLC
$111M
Top holdings
1
FIDELITY COVINGTON TRUST
$14.3M
2
ISHARES TR
$8.31M
3
ALPHABET INC
$5.28M
INTEGRITY WEALTH PARTNERS, LLC
$111M
Top holdings
1
ISHARES TR
$14.3M
2
J P MORGAN EXCHANGE TRADED F
$14.3M
3
NEOS ETF TRUST
$8.57M
FORTUNE FINANCIAL GROUP, INC.
$111M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$27.3M
2
INNOVATOR ETFS TRUST
$16.6M
3
WISDOMTREE TR
$15.5M
CAPITAL DEVELOPERS, LLC
$111M
Top holdings
1
ISHARES TR
$24.2M
2
INVESCO EXCH TRADED FD TR II
$21.8M
3
INVESCO EXCHANGE TRADED FD T
$18.3M
