Trending
Tree map
Stacked
Scatter
Network
Map
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
MY WEALTH MANAGEMENT INC.
$103M
Top holdings
1
ISHARES TR
$43.3M
2
PACER FDS TR
$20.2M
3
SPDR SERIES TRUST
$16.3M
DALTON INVESTMENTS, INC.
$103M
Top holdings
1
NVIDIA CORPORATION
$34.9M
2
COGNIZANT TECHNOLOGY SOLUTIO
$16.4M
3
MAKEMYTRIP LIMITED MAURITIUS
$15.1M
SVRN ASSET MANAGEMENT, LLC
$103M
Top holdings
1
VANGUARD INDEX FDS
$27.6M
2
ISHARES TR
$25.3M
3
VANGUARD STAR FDS
$10.5M
ALAN B LANCZ & ASSOCIATES, INC.
$103M
Top holdings
1
ALPHABET INC
$10.7M
2
APPLE INC
$9.07M
3
COSTCO WHOLESALE CORPORATION
$4.59M
GENERATIONS WEALTH, LLC
$103M
Top holdings
1
DIMENSIONAL ETF TRUST
$62.9M
2
AMERICAN CENTY ETF TR
$16.5M
3
VANGUARD INDEX FDS
$11.4M
RANGELEY CAPITAL, LLC
$103M
Top holdings
1
LIQUIDIA CORPORATION
$8.49M
2
DRIVEN BRANDS HLDGS INC
$7.89M
3
PROTHENA CORP PLC
$4.37M
VAVRA CAPITAL MANAGEMENT, LLC
$103M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$29.6M
2
VANGUARD TAX-MANAGED FDS
$15.7M
3
PIMCO ETF TR
$12.9M
1015 CAPITAL PARTNERS, LLC
$103M
Top holdings
1
ISHARES TR
$36.3M
2
J P MORGAN EXCHANGE TRADED F
$6.19M
3
VANGUARD INDEX FDS
$6.1M
CASPIAN CAPITAL LP
$103M
Top holdings
1
BAUSCH PLUS LOMB CORP
$31.8M
2
FTAI INFRASTRUCTURE INC
$25.7M
3
ASTRONICS CORP
$17.9M
STOIC POINT CAPITAL MANAGEMENT LLC
$103M
Top holdings
1
EVOLV TECHNOLOGIES HLDNGS IN
$34.9M
2
LUXEXPERIENCE BV
$13.1M
3
HIPPO HLDGS INC
$6.54M
PARK CAPITAL MANAGEMENT, LLC WI
$103M
Top holdings
1
HARTFORD FDS EXCHANGE TRADED
$36.8M
2
ISHARES TR
$12.2M
3
NVIDIA CORPORATION
$10.8M
OLYMPUS PEAK ASSET MANAGEMENT LP
$103M
Top holdings
1
LATAM AIRLINES GROUP SA
$103M
ETF STORE, INC.
$103M
Top holdings
1
ISHARES TR
$32.9M
2
SCHWAB STRATEGIC TR
$16.9M
3
VANGUARD TAX-MANAGED FDS
$5.73M
INVESTMENT MANAGEMENT TRUST, LLC
$103M
Top holdings
1
APPLE INC
$8.32M
2
SPDR SERIES TRUST
$8.08M
3
NVIDIA CORPORATION
$7.91M
VISION FINANCIAL MARKETS LLC
$102M
Top holdings
1
INVESCO QQQ TR
$9.35M
2
STATE STR SPDR S&P 500 ETF T
$9.25M
3
APPLE INC
$7.46M
COURANT INVESTMENT MANAGEMENT LLC
$102M
Top holdings
1
PROGRESSIVE CORP
$23M
2
JPMORGAN CHASE & CO
$20.8M
3
SCHWAB CHARLES CORP
$17.2M
FIGURE 8 INVESTMENT STRATEGIES LLC
$102M
Top holdings
1
APPLE INC
$6.56M
2
ALPHABET INC
$6.39M
3
MICROSOFT CORP
$5.2M
REDWOOD FAMILY WEALTH LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$18.1M
2
EXXON MOBIL CORP
$7.34M
3
APPLE INC
$7.21M
HIGHROAD WEALTH ADVISORS, LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$45.8M
2
ISHARES TR
$11.2M
3
SPDR SERIES TRUST
$10.8M
MILFAM LLC
$102M
Top holdings
1
NEXTNAV INC
$41.7M
2
PG&E CORP
$31.9M
3
SCULLY ROYALTY LTD
$15.5M
