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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
BOGART WEALTH, LLC
$2.6B
Top holdings
1
ISHARES TR
$226M
2
EXXON MOBIL CORP
$206M
3
J P MORGAN EXCHANGE TRADED F
$167M
CONFLUENCE WEALTH SERVICES, INC.
$2.58B
Top holdings
1
ISHARES TR
$359M
2
DIMENSIONAL ETF TRUST
$292M
3
J P MORGAN EXCHANGE TRADED F
$271M
AMERITAS ADVISORY SERVICES, LLC
$2.58B
Top holdings
1
ISHARES TR
$326M
2
VANGUARD WORLD FD
$249M
3
VANGUARD INDEX FDS
$166M
LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT
$2.58B
Top holdings
1
NVIDIA CORPORATION
$233M
2
APPLE INC
$191M
3
ALPHABET INC
$153M
GALLAGHER FIDUCIARY ADVISORS, LLC
$2.58B
Top holdings
1
MCDONALDS CORP
$1.34B
2
PG&E CORP
$325M
3
DELTA AIR LINES INC
$255M
RAKUTEN GROUP, INC.
$2.58B
Top holdings
1
AST SPACEMOBILE INC
$2.57B
2
ISHARES BITCOIN TRUST ETF
$4.22M
3
REZOLVE AI PLC
$164k
DORSAL CAPITAL MANAGEMENT, LP
$2.57B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$245M
2
AMAZON COM INC
$198M
3
PLANET FITNESS MASTER ISSUER
$188M
GATEWAY WEALTH PARTNERS, LLC
$2.57B
Top holdings
1
ISHARES TR
$353M
2
SPDR SERIES TRUST
$216M
3
FIRST TR EXCHANGE-TRADED FD
$165M
PALESTRA CAPITAL MANAGEMENT LLC
$2.57B
Top holdings
1
SCHEIN HENRY INC
$252M
2
VISA INC
$227M
3
PRIMO BRANDS CORPORATION
$190M
WALDRON PRIVATE WEALTH LLC
$2.56B
Top holdings
1
ISHARES TR
$993M
2
VANGUARD INDEX FDS
$772M
3
VANGUARD SCOTTSDALE FDS
$80.4M
HERITAGE WEALTH ADVISORS
$2.56B
Top holdings
1
ISHARES TR
$892M
2
INVESCO EXCHANGE TRADED FD T
$353M
3
SPROTT ASSET MANAGEMENT LP
$170M
ELECTRON CAPITAL PARTNERS, LLC
$2.55B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$337M
2
MASTEC INC
$229M
3
NEXTERA ENERGY INC
$189M
Y.D. MORE INVESTMENTS LTD
$2.55B
Top holdings
1
ELBIT SYS LTD
$459M
2
ENLIGHT RENEWABLE ENERGY LTD
$365M
3
NOVA LTD
$162M
JAMES HAMBRO & PARTNERS LLP
$2.55B
Top holdings
1
ALPHABET INC
$217M
2
JPMORGAN CHASE & CO
$196M
3
AMPHENOL CORP
$179M
L1 CAPITAL PTY LTD
$2.55B
Top holdings
1
NEXGEN ENERGY LTD
$408M
2
ELDORADO GOLD CORP NEW
$358M
3
EQUINOX GOLD CORP
$352M
ODDO BHF ASSET MANAGEMENT SAS
$2.54B
Top holdings
1
NVIDIA CORPORATION
$248M
2
MICROSOFT CORP
$181M
3
BROADCOM INC
$124M
KLINGENSTEIN FIELDS & CO LP
$2.54B
Top holdings
1
ALPHABET INC
$175M
2
BROADCOM INC
$159M
3
BERKSHIRE HATHAWAY INC DEL
$95.3M
HOWLAND CAPITAL MANAGEMENT LLC
$2.53B
Top holdings
1
ISHARES TR
$255M
2
VANGUARD INTL EQUITY INDEX F
$165M
3
ALPHABET INC
$165M
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC
$2.53B
Top holdings
1
EQUINIX INC
$319M
2
WELLTOWER INC
$240M
3
PROLOGIS INC.
$167M
ST GERMAIN D J CO INC
$2.53B
Top holdings
1
SPDR SERIES TRUST
$320M
2
J P MORGAN EXCHANGE TRADED F
$149M
3
ALPHABET INC
$136M
