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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
BCR WEALTH STRATEGIES, LLC
$319k
Top holdings
1
AMERICAN CENTY ETF TR
$142k
2
DIMENSIONAL ETF TRUST
$121k
3
VANGUARD MALVERN FDS
$26.5k
NEUMANN ADVISORY HONG KONG LTD
$317k
Top holdings
1
TESLA INC
$242k
2
ALPHABET INC
$46.2k
3
META PLATFORMS INC
$22k
OLDE WEALTH MANAGEMENT, LLC
$316k
Top holdings
1
ISHARES TR
$104k
2
SPDR SERIES TRUST
$43.3k
3
NVIDIA CORPORATION
$24.1k
POINT72 PRIVATE INVESTMENTS, LLC
$315k
Top holdings
1
DRAFTKINGS INC NEW
$315k
NICOLLET INVESTMENT MANAGEMENT, INC.
$292k
Top holdings
1
ALPHABET INC
$31.3k
2
AMAZON COM INC
$19.9k
3
APPLE INC
$18.5k
SOUNDVIEW ADVISORS INC.
$281k
Top holdings
1
VANGUARD INDEX FDS
$73.1k
2
SPDR SERIES TRUST
$53.7k
3
ISHARES TR
$52.8k
ASSET ALLOCATION & MANAGEMENT COMPANY, LLC
$270k
Top holdings
1
VANGUARD INDEX FDS
$96.4k
2
VANGUARD WHITEHALL FDS
$31.3k
3
SSGA ACTIVE ETF TR
$21.1k
MARTIN CAPITAL PARTNERS, LLC
$269k
Top holdings
1
ISHARES TR
$13.2k
2
AMGEN INC
$10.7k
3
CHEVRON CORPORATION
$10.3k
AMS CAPITAL LTDA
$257k
Top holdings
1
ISHARES TR
$47.2k
2
NU HLDGS LTD
$38.4k
3
ALPHABET INC
$32.7k
KRENSAVAGE ASSET MANAGEMENT, LLC
$256k
Top holdings
1
UNITED THERAPEUTICS CORP DEL
$50k
2
ENANTA PHARMACEUTICALS INC
$36.2k
3
JAZZ PHARMACEUTICALS PLC
$31.7k
KEENER FINANCIAL PLANNING LLC
$238k
Top holdings
1
SPDR SERIES TRUST
$91.2k
2
VANGUARD TAX-MANAGED FDS
$51.4k
3
ISHARES TR
$27.2k
ASO GROUP LTD
$237k
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$65.5k
2
ALPHABET INC
$41.7k
3
VANGUARD INDEX FDS
$36.4k
CLOUD CAPITAL MANAGEMENT, LLC
$229k
Top holdings
1
DIMENSIONAL ETF TRUST
$86.9k
2
AMERICAN CENTY ETF TR
$27.3k
3
SCHWAB STRATEGIC TR
$24k
KEYFRAME CAPITAL PARTNERS, L.P.
$229k
Top holdings
1
STEM INC
$229k
FNY INVESTMENT ADVISERS, LLC
$229k
Top holdings
1
GLOBAL X FDS
$9.15k
2
CODERE ONLINE LUXEMBOURG S A
$8.18k
3
SEALED AIR CORP NEW
$6.39k
YONG RONG HK ASSET MANAGEMENT LTD
$227k
Top holdings
1
CIRCLE INTERNET GROUP INC
$118k
2
MICRON TECHNOLOGY INC
$45.6k
3
DIREXION SHARES ETF TRUST
$19.9k
PFC CAPITAL GROUP, INC.
$227k
Top holdings
1
APPLE INC
$22.4k
2
NVIDIA CORPORATION
$17.6k
3
MICROSOFT CORP
$17k
ELITE FINANCIAL, INC.
$223k
Top holdings
1
VANGUARD INDEX FDS
$46.7k
2
SCHWAB STRATEGIC TR
$38.6k
3
ISHARES TR
$38.6k
HORIZON BANCORP INC
$208k
Top holdings
1
ISHARES TR
$64.5k
2
VANGUARD BD INDEX FDS
$46k
3
FLEXSHARES TR
$29.7k
WARBURTON CAPITAL MANAGEMENT, LLC
$205k
Top holdings
1
DIMENSIONAL ETF TRUST
$174k
2
NVIDIA CORPORATION
$2.79k
3
ALPHABET INC
$2.66k
