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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 FINANCIAL ADVISORS
$264M
Top holdings
1
SPDR SERIES TRUST
$21.7M
2
BONDBLOXX ETF TRUST
$20.3M
3
DOUBLELINE ETF TRUST
$14.3M
BULL OAK CAPITAL, LLC
$260M
Top holdings
1
ISHARES TR
$156M
2
AMERICAN CENTY ETF TR
$23M
3
VANGUARD INDEX FDS
$21.1M
BAYVIEW ASSET MANAGEMENT, LLC
$260M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$54.7M
2
SPDR SERIES TRUST
$26M
3
SELECT SECTOR SPDR TR
$21.6M
BARBARA OIL CO.
$259M
Top holdings
1
JOHNSON & JOHNSON
$24.9M
2
JPMORGAN CHASE & CO
$19.7M
3
WALMART INC
$13.7M
BLUESTEM FINANCIAL ADVISORS, LLC
$259M
Top holdings
1
ISHARES TR
$84.8M
2
VANGUARD BD INDEX FDS
$59.9M
3
VANGUARD INDEX FDS
$58.5M
BEACON FINANCIAL PLANNING, INC
$258M
Top holdings
1
ISHARES TR
$85.3M
2
SCHWAB STRATEGIC TR
$29.9M
3
INVESCO QQQ TR
$26.5M
BEACH POINT CAPITAL MANAGEMENT LP
$254M
Top holdings
1
VELOCITY FINL INC
$119M
2
DIEBOLD NIXDORF INC
$60.4M
3
FS KKR CAP CORP
$31.9M
BAYSHORE ASSET MANAGEMENT, LLC
$251M
Top holdings
1
DIMENSIONAL ETF TRUST
$176M
2
AMERICAN CENTY ETF TR
$52.1M
3
VANGUARD INDEX FDS
$7.01M
BOULDER WEALTH ADVISORS, LLC
$251M
Top holdings
1
ISHARES TR
$99.6M
2
SCHWAB STRATEGIC TR
$40.6M
3
J P MORGAN EXCHANGE TRADED F
$26.4M
BIGELOW INVESTMENT ADVISORS, LLC
$250M
Top holdings
1
ISHARES TR
$68.9M
2
SCHWAB STRATEGIC TR
$21.2M
3
STATE STR SPDR S&P 500 ETF T
$12.1M
BUSKA WEALTH MANAGEMENT, LLC
$249M
Top holdings
1
ISHARES TR
$56.7M
2
SPDR SERIES TRUST
$37.5M
3
VANGUARD WHITEHALL FDS
$37.2M
BLACKSHEEP FUND MANAGEMENT LTD
$247M
Top holdings
1
TRANSDIGM GROUP INC
$53M
2
MICROSOFT CORP
$48.2M
3
MASTERCARD INCORPORATED
$43.8M
BAWA N MALLICK TRUST
$244M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$69.8M
2
ISHARES TR
$43.2M
3
INVESCO QQQ TR
$38.5M
BURFORD BROTHERS, INC.
$244M
Top holdings
1
APPLE INC
$18.2M
2
CAPITAL GROUP CORE EQUITY ET
$14M
3
JANUS DETROIT STR TR
$12.5M
BETA WEALTH GROUP, INC.
$242M
Top holdings
1
ISHARES TR
$26.6M
2
AMERICAN CENTY ETF TR
$18.2M
3
PIMCO ETF TR
$17.2M
BALLENTINE CAPITAL ADVISORS, INC
$242M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
VANGUARD TAX-MANAGED FDS
$32.7M
3
VANGUARD BD INDEX FDS
$29.2M
BAY RIVERS GROUP
$240M
Top holdings
1
APPLE INC
$16.4M
2
VANGUARD INDEX FDS
$15.8M
3
NVIDIA CORPORATION
$15.4M
BIRMINGHAM CAPITAL MANAGEMENT CO INC
$237M
Top holdings
1
CATERPILLAR INC
$27.7M
2
DEERE & CO
$17.7M
3
RTX CORPORATION
$9.96M
BAYSHORE CAPITAL ADVISORS, LLC
$237M
Top holdings
1
USA RARE EARTH INC
$132M
2
SPDR GOLD TR
$27.1M
3
LISTED FDS TR
$17.2M
BOYD WEALTH MANAGEMENT, LLC
$236M
Top holdings
1
VANGUARD INDEX FDS
$81.6M
2
ISHARES TR
$68.8M
3
SCHWAB STRATEGIC TR
$32.9M
