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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
VALUED RETIREMENTS, INC.
$102M
Top holdings
1
ISHARES TR
$12.1M
2
INVESCO EXCH TRADED FD TR II
$7.16M
3
EXXON MOBIL CORP
$6.56M
PARSONEX ADVISORY SERVICES, INC.
$102M
Top holdings
1
ALPHABET INC
$9.33M
2
APPLE INC
$5.01M
3
MICROSOFT CORP
$4.93M
ROSENTHAL - HENRY CAPITAL ADVISORS, INC.
$102M
Top holdings
1
BANCORP INC DEL
$8.76M
2
SPDR SERIES TRUST
$8.57M
3
WINTRUST FINL CORP
$4.97M
FRAMTIDEN HOLDINGS MANAGEMENT CO LLC
$102M
Top holdings
1
CARMAX INC
$22.5M
2
CONSTELLATION BRANDS INC
$21M
3
BLOCK H & R INC
$15.6M
STEMBROOK ASSET MANAGEMENT, LLC
$102M
Top holdings
1
APPLE INC
$35.5M
2
STATE STR SPDR S&P 500 ETF T
$17.1M
3
VANGUARD TAX-MANAGED FDS
$9.45M
LAURUS GLOBAL EQUITY MANAGEMENT INC.
$102M
Top holdings
1
HENRY JACK & ASSOC INC
$13.2M
2
CHARLES RIV LABS INTL INC
$12.4M
3
PTC INC
$11.9M
PIPER SANDLER & CO.
$102M
Top holdings
1
PENN ENTERTAINMENT INC
$19M
2
MGP INGREDIENTS INC NEW
$17.2M
3
CRACKER BARREL OLD CTRY STOR
$15.1M
INDEPENDENT ORDER OF FORESTERS
$102M
Top holdings
1
VANGUARD INDEX FDS
$68.6M
2
ISHARES TR
$33.3M
BROWN UNIVERSITY
$102M
Top holdings
1
BLUE OWL CAPITAL INC
$23.5M
2
SPDR GOLD TR
$17M
3
BLUE OWL CAPITAL CORPORATION
$16.9M
MARBLE BAR ASSET MANAGEMENT LLP
$102M
Top holdings
1
NORFOLK SOUTHN CORP
$53.1M
2
VISTANCE NETWORKS INC
$6.15M
3
WARNER BROS DISCOVERY INC
$4.38M
INDEPENDENT WEALTH ADVISORS LLC
$102M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$13.5M
2
ISHARES TR
$12.5M
3
SPDR GOLD TR
$11.4M
OFC FINANCIAL PLANNING, LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$22.5M
2
APPLE INC
$20.9M
3
ISHARES TR
$17.3M
JMN FINANCIAL LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$5.79M
2
VANGUARD BD INDEX FDS
$5.31M
3
APPLE INC
$4.52M
GEM INVESTMENT ADVISORS, LLC
$102M
Top holdings
1
GARRETT MOTION INC
$18.5M
2
SPROTT ASSET MANAGEMENT LP
$8.95M
3
ABSCI CORPORATION
$6.51M
WISCONSIN WEALTH ADVISORS, LLC
$102M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$16.2M
2
VANGUARD INDEX FDS
$8.55M
3
FIRST TR EXCHANGE TRADED FD
$7.66M
MKD WEALTH COACHES, LLC
$102M
Top holdings
1
ISHARES TR
$91.1M
2
LITMAN GREGORY FDS TR
$2.89M
3
ISHARES INC
$1.9M
GREEN ALPHA ADVISORS, LLC
$102M
Top holdings
1
LAM RESEARCH CORP
$6.06M
2
APPLIED MATLS INC
$4.94M
3
INTERNATIONAL BUSINESS MACHS
$4.9M
JBGLOBAL.COM LLC
$102M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$29.2M
2
ISHARES TR
$20.1M
3
SCHWAB STRATEGIC TR
$17.5M
CURAT GLOBAL, LLC
$102M
Top holdings
1
ISHARES TR
$22.3M
2
SELECT SECTOR SPDR TR
$19.9M
3
APPLIED MATLS INC
$5.76M
SHEPHERD STREET ADVISORS LLC
$101M
Top holdings
1
ISHARES TR
$14.3M
2
NVIDIA CORPORATION
$7.16M
3
VANGUARD INDEX FDS
$4.61M
