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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
ASSET DEDICATION, LLC
$1.43B
Top holdings
1
DIMENSIONAL ETF TRUST
$739M
2
INVESCO EXCH TRD SLF IDX FD
$124M
3
ISHARES TR
$112M
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
$1.43B
Top holdings
1
ISHARES TR
$502M
2
STATE STR SPDR S&P 500 ETF T
$269M
3
VANGUARD BD INDEX FDS
$176M
KONTIKI CAPITAL MANAGEMENT HK LTD.
$1.43B
Top holdings
1
NU HLDGS LTD
$469M
2
COUPANG INC
$224M
3
H WORLD GROUP LTD
$178M
PARK PRESIDIO CAPITAL LLC
$1.43B
Top holdings
1
HUNT J B TRANS SVCS INC
$173M
2
VULCAN MATLS CO
$152M
3
AMAZON COM INC
$151M
INSIGHT HOLDINGS GROUP, LLC
$1.42B
Top holdings
1
HINGE HEALTH INC
$362M
2
EQUIPMENTSHARE COM INC
$276M
3
UDEMY INC
$176M
WATERLOO CAPITAL, L.P.
$1.42B
Top holdings
1
ISHARES TR
$164M
2
ETF SER SOLUTIONS
$133M
3
SPDR SERIES TRUST
$98.2M
NEXTECH INVEST, LTD.
$1.42B
Top holdings
1
REVOLUTION MEDICINES INC
$739M
2
TYRA BIOSCIENCES INC
$155M
3
TANGO THERAPEUTICS INC
$152M
KANAWHA CAPITAL MANAGEMENT LLC
$1.42B
Top holdings
1
ISHARES TR
$104M
2
APPLE INC
$79.2M
3
MICROSOFT CORP
$74.6M
BROADWOOD CAPITAL INC
$1.42B
Top holdings
1
MONSTER BEVERAGE CORP NEW
$587M
2
STAAR SURGICAL CO
$302M
3
AXON ENTERPRISE INC
$295M
PHILADELPHIA TRUST CO
$1.42B
Top holdings
1
NVIDIA CORPORATION
$169M
2
ALPHABET INC
$72.9M
3
APPLE INC
$64.9M
COASTAL BRIDGE ADVISORS, LLC
$1.41B
Top holdings
1
ISHARES TR
$126M
2
J P MORGAN EXCHANGE TRADED F
$59.4M
3
SCHWAB STRATEGIC TR
$59.1M
KRYGER CAPITAL LLC
$1.41B
Top holdings
1
NORFOLK SOUTHN CORP
$152M
2
CHART INDS INC
$114M
3
ELECTRONIC ARTS INC
$104M
EVERGREEN WEALTH SOLUTIONS, LLC
$1.41B
Top holdings
1
ISHARES TR
$288M
2
EA SERIES TRUST
$110M
3
J P MORGAN EXCHANGE TRADED F
$95.7M
OLP CAPITAL MANAGEMENT LTD
$1.41B
Top holdings
1
ATOUR LIFESTYLE HLDGS LTD
$597M
2
ISHARES TR
$459M
3
FULL TRUCK ALLIANCE CO LTD
$229M
SPYGLASS CAPITAL MANAGEMENT LLC
$1.41B
Top holdings
1
SAMSARA INC
$93.4M
2
ASCENDIS PHARMA A/S
$84.2M
3
HUBSPOT INC
$76.6M
QUENT CAPITAL, LLC
$1.41B
Top holdings
1
ISHARES TR
$299M
2
SPDR SERIES TRUST
$200M
3
VANGUARD SCOTTSDALE FDS
$121M
HAMILTON WEALTH, LLC
$1.41B
Top holdings
1
ALPHABET INC
$109M
2
APPLE INC
$92.5M
3
VANGUARD WHITEHALL FDS
$91M
EFFICIENT ADVISORS, LLC
$1.41B
Top holdings
1
VANGUARD INDEX FDS
$518M
2
VANGUARD BD INDEX FDS
$273M
3
VANGUARD INTL EQUITY INDEX F
$206M
INSIGNEO ADVISORY SERVICES, LLC
$1.41B
Top holdings
1
ISHARES TR
$109M
2
APPLE INC
$99M
3
STATE STR SPDR S&P 500 ETF T
$82.6M
TRADITION WEALTH MANAGEMENT, LLC
$1.41B
Top holdings
1
SCHWAB STRATEGIC TR
$227M
2
J P MORGAN EXCHANGE TRADED F
$211M
3
ISHARES TR
$126M
