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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
BROWN, LISLE/CUMMINGS, INC.
$400M
Top holdings
1
ALPHABET INC
$24.1M
2
STATE STR SPDR S&P 500 ETF T
$16.3M
3
APPLE INC
$12.7M
BARD ASSOCIATES INC
$398M
Top holdings
1
ISHARES TR
$33.3M
2
JANUS DETROIT STR TR
$25.3M
3
FLAHERTY & CRUMRIN PFD & INM
$18.8M
BCGM WEALTH MANAGEMENT, LLC
$398M
Top holdings
1
ISHARES TR
$97.7M
2
BLACKROCK ETF TRUST
$37.1M
3
J P MORGAN EXCHANGE TRADED F
$25.1M
BOLTWOOD CAPITAL MANAGEMENT
$392M
Top holdings
1
ISHARES TR
$77.1M
2
FLEXSHARES TR
$59.9M
3
SCHWAB STRATEGIC TR
$45.7M
BUCKLEY WEALTH MANAGEMENT, LLC
$392M
Top holdings
1
APPLE INC
$39.4M
2
ALPHABET INC
$26.4M
3
MICROSOFT CORP
$25.8M
BOS ASSET MANAGEMENT, LLC
$392M
Top holdings
1
ISHARES TR
$65M
2
AB ACTIVE ETFS INC
$53.4M
3
DIMENSIONAL ETF TRUST
$37.1M
BROWN WEALTH MANAGEMENT, LLC
$389M
Top holdings
1
ISHARES TR
$140M
2
VANGUARD INDEX FDS
$44.2M
3
VANGUARD TAX-MANAGED FDS
$28.1M
BAY HARBOR WEALTH MANAGEMENT, LLC
$386M
Top holdings
1
ISHARES TR
$131M
2
DIMENSIONAL ETF TRUST
$66.8M
3
VANGUARD INDEX FDS
$41.2M
BRAND ASSET MANAGEMENT GROUP, INC.
$385M
Top holdings
1
ISHARES TR
$105M
2
SCHWAB STRATEGIC TR
$93.1M
3
ISHARES INC
$35.9M
BRIAUD FINANCIAL PLANNING, INC
$381M
Top holdings
1
VANGUARD INDEX FDS
$174M
2
SPDR GOLD TR
$85.3M
3
INVESCO ACTVELY MNGD ETC FD
$70.3M
BUTENSKY & COHEN FINANCIAL SECURITY, INC
$380M
Top holdings
1
SELECT SECTOR SPDR TR
$29.9M
2
INVESCO EXCH TRD SLF IDX FD
$14.8M
3
NEXTERA ENERGY INC
$7.39M
BWM PLANNING, LLC
$379M
Top holdings
1
AMERICAN CENTY ETF TR
$99.8M
2
DIMENSIONAL ETF TRUST
$76.8M
3
EA SERIES TRUST
$42.8M
BARE FINANCIAL SERVICES, INC
$378M
Top holdings
1
ISHARES TR
$95.9M
2
NORTHERN LTS FD TR IV
$47.2M
3
VANGUARD INDEX FDS
$46.6M
BANKPLUS TRUST DEPARTMENT
$374M
Top holdings
1
ISHARES TR
$97.3M
2
MICROSOFT CORP
$12.3M
3
APPLE INC
$10.4M
BULL HARBOR CAPITAL LLC
$373M
Top holdings
1
ISHARES TR
$10.3M
2
BLACKROCK ETF TRUST
$9.84M
3
NVIDIA CORPORATION
$7.52M
BLUE OWL CAPITAL HOLDINGS LP
$372M
Top holdings
1
AKTIS ONCOLOGY INC
$56.6M
2
LARIMAR THERAPEUTICS INC
$34M
3
ENGENE HOLDINGS INC
$31.4M
BIRINYI ASSOCIATES INC
$367M
Top holdings
1
APPLE INC
$84M
2
ALPHABET INC
$49.3M
3
STATE STR SPDR S&P 500 ETF T
$32.5M
BURKE & HERBERT BANK & TRUST CO
$362M
Top holdings
1
ISHARES TR
$63.6M
2
STATE STR SPDR S&P 500 ETF T
$22M
3
APPLE INC
$15.8M
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC
$361M
Top holdings
1
ISHARES TR
$69.5M
2
VANGUARD INDEX FDS
$38.2M
3
SCHWAB STRATEGIC TR
$36M
BRIDGE CITY CAPITAL, LLC
$361M
Top holdings
1
ENSIGN GROUP INC
$11.9M
2
STERLING INFRASTRUCTURE INC
$11.4M
3
RBC BEARINGS INC
$9.89M
