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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
STRATEGIC WEALTH ADVISORS LLC
$125k
Top holdings
1
VANGUARD INDEX FDS
$27.2k
2
DIMENSIONAL ETF TRUST
$23.6k
3
ISHARES TR
$21.3k
FERGUSON JOHNSON WEALTH MANAGEMENT INC
$123k
Top holdings
1
DIMENSIONAL ETF TRUST
$60.9k
2
AMERICAN CENTY ETF TR
$41.5k
3
ISHARES TR
$9.73k
GLOBAL STRATEGIC MANAGEMENT INC
$120k
Top holdings
1
FRANCO NEV CORP
$18.8k
2
METALLA RTY & STREAMING LTD
$15.3k
3
AGNICO EAGLE MINES LTD
$13.9k
BALL & CO WEALTH MANAGEMENT INC.
$120k
Top holdings
1
ISHARES TR
$32.9k
2
VANGUARD SPECIALIZED FUNDS
$26.7k
3
SPDR GOLD TR
$14.3k
PARADIGM CAPITAL MANAGEMENT, LLC
$109k
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$13.4k
2
VANGUARD SPECIALIZED FUNDS
$12.7k
3
VANGUARD WHITEHALL FDS
$9.24k
AK GLOBAL ASSET MANAGEMENT, LLC
$106k
Top holdings
1
NVIDIA CORP
$32.5k
2
APPLE INC
$18.4k
3
ABBVIE INC
$8.62k
MERRITHEW & THORSTEN INC
$106k
Top holdings
1
VANGUARD INDEX FDS
$27.7k
2
PIMCO CORPORATE & INCOME OPP
$18.4k
3
INVESCO QQQ TR
$16.2k
ENVISION FINANCIAL TRANSPARENCY, LLC
$103k
Top holdings
1
INVESCO QQQ TR
$25.1k
2
VANGUARD INDEX FDS
$17.8k
3
ISHARES TR
$12.7k
PLATT WEALTH MANAGEMENT LLC
$103k
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$17.8k
2
CAPITAL GRP FIXED INCM ETF T
$8k
3
AMERICAN CENTY ETF TR
$7.53k
MONTCHANIN ASSET MANAGEMENT, LLC
$94.1k
Top holdings
1
APPLE INC
$15.3k
2
ALPHABET INC
$9.91k
3
KINDER MORGAN INC DEL
$7.04k
AVAIL INVESTMENT PARTNERS, LLC
$93.6k
Top holdings
1
ISHARES TR
$32.9k
2
NVIDIA CORPORATION
$5.72k
3
ABRDN ETFS
$3.27k
RD FINANCE LTD
$88.1k
Top holdings
1
ISHARES TR
$8.66k
2
AMAZON COM INC
$8.32k
3
MICROSOFT CORP
$7.28k
COURAGE CAPITAL MANAGEMENT LLC
$70.6k
Top holdings
1
INVESCO EXCH TRADED FD TR II
$13.2k
2
FIDELITY WISE ORIGIN BITCOIN
$10.1k
3
SPROTT ASSET MANAGEMENT LP
$9.37k
KEPOS CAPITAL LP
$61.3k
Top holdings
1
CME GROUP INC
$8.86k
2
PRAETORIAN ACQUISITION CORP
$2.2k
3
DRUGS MADE IN AMER ACQ II CO
$2.11k
ALKEN ASSET MANAGEMENT LTD
$55.5k
Top holdings
1
UBER TECHNOLOGIES INC
$5.1k
2
CMS ENERGY CORP
$4.54k
3
ALIBABA GROUP HLDG LTD
$3.48k
AOZORA BANK, LTD.
$43.6k
Top holdings
1
ISHARES TR
$43.6k
TLS ADVISORS LLC
$42.1k
Top holdings
1
EQT CORP
$8.64k
2
RIO TINTO PLC
$6.87k
3
ISHARES INC
$6.1k
ALTAI CAPITAL MANAGEMENT, L.P.
$35k
Top holdings
1
DIGIMARC CORP NEW
$13.6k
2
ORASURE TECHNOLOGIES INC
$10.8k
3
SKY HARBOUR GROUP CORPORATIO
$6.98k
HONEYCOMB ASSET MANAGEMENT LP
$19.4k
Top holdings
1
CHARTER COMMUNICATIONS INC
$12.7k
2
CHEWY INC
$4.73k
3
NIKE INC
$1.26k
TRADELINK CAPITAL LLC
$13.2k
Top holdings
1
BIO-TECHNE CORP
$1.74k
2
WATSCO INC
$1.14k
3
LKQ CORP
$792
