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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
VCU INVESTMENT MANAGEMENT CO
$68.6M
Top holdings
1
ISHARES GOLD TR
$67.2M
2
STATE STR SPDR S&P 500 ETF T
$1.44M
CHARIS LEGACY PARTNERS, LLC
$68.4M
Top holdings
1
VANGUARD INDEX FDS
$28.1M
2
VANGUARD STAR FDS
$14.1M
3
WISDOMTREE TR
$4.35M
MCGRATH & ASSOCIATES, INC.
$68M
Top holdings
1
PIMCO ETF TR
$14.7M
2
DIMENSIONAL ETF TRUST
$13.2M
3
SCHWAB STRATEGIC TR
$12.1M
SHENGQI CAPITAL HONG KONG LTD
$67.6M
Top holdings
1
MICRON TECHNOLOGY INC
$67.6M
2
ALPHABET INC
$28.7k
3
PROSHARES TR
$8.34k
BLOSSOM WEALTH MANAGEMENT
$67.4M
Top holdings
1
SCHWAB STRATEGIC TR
$11.9M
2
NVIDIA CORPORATION
$10.5M
3
VANGUARD INDEX FDS
$3.67M
REVELATION CAPITAL MANAGEMENT, LLC
$67.4M
Top holdings
1
OMADA HEALTH INC
$65.5M
2
ARTIVA BIOTHERAPEUTICS INC
$1.93M
RITHM CAPITAL CORP.
$67.4M
Top holdings
1
RITHM PPTY TR INC
$18.7M
2
RITHM ACQUISITION CORP
$7M
3
GE VERNOVA INC
$3.01M
SAMSON ROCK CAPITAL LLP
$67M
Top holdings
1
ALLIED GOLD CORP
$44.2M
2
WARNER BROS DISCOVERY INC
$22.9M
MOSAIC ADVISORS LLC
$66.8M
Top holdings
1
ISHARES TR
$13.8M
2
APPLE INC
$6.65M
3
CONOCOPHILLIPS
$6.45M
MYRIAD ASSET MANAGEMENT US LP
$66.7M
Top holdings
1
ISHARES INC
$24.7M
2
ISHARES GOLD TR
$12.9M
3
NVIDIA CORPORATION
$2.96M
SOLUTIONS 4 WEALTH, LTD
$66.5M
Top holdings
1
GLOBAL X FDS
$10.3M
2
INVESCO SR INCOME TR
$9.09M
3
WISDOMTREE TR
$6.29M
SIP GLOBAL OPPORTUNITY MANAGER LLC
$66.3M
Top holdings
1
KODIAK AI INC.
$66.3M
STRONGHOLD WEALTH MANAGEMENT L.L.C.
$66.2M
Top holdings
1
ISHARES TR
$19.9M
2
STATE STR SPDR S&P 500 ETF T
$7.45M
3
MICROSOFT CORP
$1.96M
IVY LANE CAPITAL MANAGEMENT, LLC
$66.1M
Top holdings
1
ALPHABET INC
$26.4M
2
BLACKROCK INC
$10.6M
3
AT&T INC
$8.12M
EMETH VALUE CAPITAL, LLC
$66M
Top holdings
1
DRIVEN BRANDS HLDGS INC
$50.3M
2
BURFORD CAPITAL LIMITED
$6.53M
3
SHIFT4 PMTS INC
$4.68M
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
$65.5M
Top holdings
1
PROSHARES TR
$5.57M
2
INVESCO EXCHANGE TRADED FD T
$5.02M
3
ALPHABET INC
$4.66M
PROCORE ADVISORS, LLC
$65.2M
Top holdings
1
RELIANCE INC
$19.9M
2
DIMENSIONAL ETF TRUST
$7.16M
3
CAPITAL GRP FIXED INCM ETF T
$4.22M
H&F CORPORATE INVESTORS IX, LTD.
$65.2M
Top holdings
1
SPRINKLR INC
$65.2M
JOHN A. WOLFE & ASSOCIATES, INC.
$65.1M
Top holdings
1
PIMCO ETF TR
$18.3M
2
J P MORGAN EXCHANGE TRADED F
$11.8M
3
ISHARES TR
$8.71M
PMC FIG OPPORTUNITIES LLC
$65M
Top holdings
1
AXOS FINANCIAL INC
$5.04M
2
COASTAL FINL CORP WA
$4.84M
3
CVB FINL CORP
$4.44M
