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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
S HARRIS FINANCIAL GROUP, LLC
$110M
Top holdings
1
FIDELITY MERRIMACK STR TR
$14.3M
2
FIRST TR EXCHANGE TRADED FD
$11.2M
3
FIDELITY COVINGTON TRUST
$10.6M
HERONETTA MANAGEMENT, L.P.
$110M
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$18.7M
2
MPLX LP
$18.5M
3
WILLIAMS COS INC
$18.3M
DIRECTIONAL ASSET MANAGEMENT
$109M
Top holdings
1
SCHWAB STRATEGIC TR
$9.84M
2
OPTION CARE HEALTH INC
$8.46M
3
ALPHABET INC
$8.41M
SEARCHLIGHT CAPITAL PARTNERS, L.P.
$109M
Top holdings
1
LIBERTY LATIN AMERICA LTD
$109M
TWIN CITIES RETIREMENT GROUP LLC
$109M
Top holdings
1
DIMENSIONAL ETF TRUST
$36M
2
VANGUARD SCOTTSDALE FDS
$31.2M
3
ISHARES TR
$21.4M
BRETTON CAPITAL MANAGEMENT, LLC
$109M
Top holdings
1
ALPHABET INC
$16.4M
2
ROSS STORES INC
$7.52M
3
TJX COS INC NEW
$7.51M
KDK PRIVATE WEALTH MANAGEMENT, LLC
$109M
Top holdings
1
ISHARES TR
$32.7M
2
ENTERPRISE PRODS PARTNERS L
$29.5M
3
FIDELITY COVINGTON TRUST
$17.4M
VALUE INVESTMENT PROFESSIONALS, LLC
$109M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$18.9M
2
WISDOMTREE TR
$13.4M
3
SPDR SERIES TRUST
$10.5M
MILLER GLOBAL INVESTMENTS, LLC
$109M
Top holdings
1
JANUS DETROIT STR TR
$8.86M
2
J P MORGAN EXCHANGE TRADED F
$5.07M
3
TIDAL TRUST III
$3.48M
TORREY-PAYNE WEALTH MANAGEMENT, LLC
$109M
Top holdings
1
ISHARES TR
$43M
2
STATE STR SPDR S&P 500 ETF T
$14.9M
3
VANGUARD BD INDEX FDS
$11.1M
ELEVATION WEALTH MANAGEMENT LLC
$109M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$22.8M
2
ISHARES TR
$13M
3
ALPHABET INC
$6.79M
CORNERSTONE FINANCIAL MANAGEMENT LLC
$109M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$19.6M
2
ISHARES TR
$15.7M
3
VANGUARD WORLD FD
$14M
SIMCOE CAPITAL LLC
$109M
Top holdings
1
NORDIC AMERICAN TANKERS LIMI
$6.1M
2
HELIX ENERGY SOLUTIONS GRP I
$5.38M
3
MECHANICS BANCORP
$5.13M
JS CAPITAL MANAGEMENT LLC
$109M
Top holdings
1
RANPAK HOLDINGS CORP
$109M
WEALTHSPRING PARTNERS, LLC
$109M
Top holdings
1
ISHARES TR
$23.5M
2
DIMENSIONAL ETF TRUST
$20.8M
3
INVESCO EXCHANGE TRADED FD T
$6.46M
PEAKSHARES LLC
$109M
Top holdings
1
SELECT SECTOR SPDR TR
$29.1M
2
VANGUARD WORLD FD
$5.04M
3
NVIDIA CORPORATION
$1.99M
PAYNE CAPITAL LLC
$109M
Top holdings
1
SCHWAB STRATEGIC TR
$38.2M
2
BLACKROCK ETF TRUST
$9.39M
3
VANGUARD INDEX FDS
$7.77M
DRUM HILL CAPITAL, LLC
$109M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$14.9M
2
NEWMONT CORP
$8.71M
3
TELEFONAKTIEBOLAGET LM ERICS
$7.52M
KASSIRA WEALTH MANAGEMENT LLC
$109M
Top holdings
1
ISHARES TR
$16.7M
2
VANGUARD INDEX FDS
$13.7M
3
ALPHABET INC
$10.1M
INFINITY WEALTH COUNSEL, LLC
$109M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$29.6M
2
VANGUARD INDEX FDS
$26.2M
3
ISHARES TR
$14.4M
