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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
BRC-GLOBAL BAH INVESTMENTS LTD.
$107M
Top holdings
1
STONECO LTD
$107M
ARNOLD FINANCIAL PLANNING LLC
$107M
Top holdings
1
SCHWAB STRATEGIC TR
$76.6M
2
DIMENSIONAL ETF TRUST
$17.9M
3
SPDR SERIES TRUST
$7.02M
NANO CAP NEW MILLENNIUM GROWTH FUND L P
$107M
Top holdings
1
SILICOM LTD
$4.02M
2
KRANESHARES TRUST
$3.2M
3
SPROUT SOCIAL INC
$3.05M
APEIRON CAPITAL LTD
$107M
Top holdings
1
ON HLDG AG
$33.9M
2
SUMMIT THERAPEUTICS INC
$24.8M
3
QFIN HOLDINGS INC
$13.3M
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC
$107M
Top holdings
1
APPLE INC
$13.5M
2
MASTERCARD INCORPORATED
$7.87M
3
ABBVIE INC
$7.42M
LTS LIQUID INVESTMENTS LLC
$107M
Top holdings
1
VANGUARD INDEX FDS
$27.9M
2
ISHARES INC
$22.7M
3
PARAMOUNT SKYDANCE CORP
$18.3M
HARDWORKING CAPITAL ADVISORS, LLC
$107M
Top holdings
1
INNOVATOR ETFS TRUST
$15M
2
J P MORGAN EXCHANGE TRADED F
$8.89M
3
PIMCO ETF TR
$6.07M
EXPLORE CAPITAL MANAGEMENT, LLC
$107M
Top holdings
1
AMAZON COM INC
$14.1M
2
TAIWAN SEMICONDUCTOR MANUFAC
$14M
3
S&P GLOBAL INC
$13.7M
PERKINS CAPITAL MANAGEMENT INC
$107M
Top holdings
1
NATERA INC
$8.86M
2
ELI LILLY & CO
$8.12M
3
AXOGEN INC
$5.59M
EMISSARY WEALTH LLC
$107M
Top holdings
1
ISHARES TR
$10.1M
2
NVIDIA CORPORATION
$8.21M
3
VANECK ETF TRUST
$7.34M
RIVERS EDGE WEALTH MANAGEMENT, LLC
$107M
Top holdings
1
ISHARES TR
$45.9M
2
VANGUARD INDEX FDS
$17.1M
3
SCHWAB STRATEGIC TR
$13.7M
CURTIS WEALTH MANAGEMENT LLC
$107M
Top holdings
1
ISHARES TR
$52.5M
2
BLACKROCK ETF TRUST
$22M
3
SPDR SERIES TRUST
$10.1M
WHEELS UP WEALTH, INC.
$106M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.2M
2
AMERICAN CENTY ETF TR
$21.9M
3
WALMART INC
$408k
CORIENT IA LLC
$106M
Top holdings
1
HOWMET AEROSPACE INC
$2.6M
2
PALO ALTO NETWORKS INC
$2.43M
3
ASML HLDG NV
$1.92M
COLTER LEWIS INVESTMENT PARTNERS LLC
$106M
Top holdings
1
VANGUARD BD INDEX FDS
$12.8M
2
VANGUARD INDEX FDS
$9.2M
3
ISHARES TR
$8.66M
HAVEN GLOBAL PARTNERS, LLC
$106M
Top holdings
1
UBS GROUP AG
$25.2M
2
RYANAIR HOLDINGS PLC
$23.1M
3
TOTALENERGIES SE
$21.1M
TRUSTWELL FINANCIAL ADVISORS, LLC
$106M
Top holdings
1
AMERICAN CENTY ETF TR
$22.9M
2
SPROTT ASSET MANAGEMENT LP
$21.3M
3
FIDELITY MERRIMACK STR TR
$12.7M
MANN FINANCIAL GROUP, INC.
$106M
Top holdings
1
ISHARES TR
$86.3M
2
INVESCO EXCHANGE TRADED FD T
$4.11M
3
ISHARES INC
$3.12M
PORTUS WEALTH ADVISORS, LLC
$106M
Top holdings
1
ISHARES TR
$23.6M
2
SCHWAB STRATEGIC TR
$15.8M
3
SPDR INDEX SHS FDS
$10.2M
WILDCAT CAPITAL MANAGEMENT, LLC
$106M
Top holdings
1
FRONTIER GROUP HLDGS INC
$99.1M
2
ALLOGENE THERAPEUTICS INC
$7.13M
