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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
BROADWAY WEALTH SOLUTIONS, INC.
$193M
Top holdings
1
SPDR SERIES TRUST
$42.2M
2
VICTORY PORTFOLIOS II
$28.5M
3
FEDERATED HERMES ETF TRUST
$28M
BANQUE DE LUXEMBOURG S.A.
$193M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$22.6M
2
ALPHABET INC
$22.4M
3
MICROSOFT CORP
$16.3M
BIRCH CAPITAL MANAGEMENT, LLC
$191M
Top holdings
1
APPLE INC
$16.2M
2
WW GRAINGER INC
$15.6M
3
MICROSOFT CORP
$11.7M
BEACONLIGHT CAPITAL, LLC
$190M
Top holdings
1
CONSTELLIUM SE
$28.8M
2
RESIDEO TECHNOLOGIES INC
$20M
3
STMICROELECTRONICS N V
$13.3M
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC
$190M
Top holdings
1
ISHARES TR
$20M
2
ALPHABET INC
$18.9M
3
VANGUARD INDEX FDS
$16.3M
BECKERMAN INSTITUTIONAL, LLC
$188M
Top holdings
1
DIMENSIONAL ETF TRUST
$27.7M
2
ISHARES TR
$21M
3
BERKSHIRE HATHAWAY INC DEL
$16M
BOOMFISH WEALTH GROUP, LLC
$187M
Top holdings
1
ISHARES TR
$14.6M
2
SPDR SERIES TRUST
$10.6M
3
VANECK ETF TRUST
$7.1M
BEACON ADVISORS HOLDINGS, LLC
$187M
Top holdings
1
ISHARES TR
$82M
2
VANGUARD INDEX FDS
$22.5M
3
FIDELITY COVINGTON TRUST
$13.4M
BATTERY GLOBAL ADVISORS, LLC
$186M
Top holdings
1
VANGUARD INDEX FDS
$84M
2
VANGUARD TAX-MANAGED FDS
$17.8M
3
INTUIT
$17.7M
BOSUN ASSET MANAGEMENT, LLC
$186M
Top holdings
1
AMAZON COM INC
$39M
2
APPLE INC
$30.7M
3
GOLDMAN SACHS GROUP INC
$28.6M
BARON FINANCIAL GROUP, LLC
$185M
Top holdings
1
ISHARES TR
$66.6M
2
STATE STR SPDR S&P 500 ETF T
$21.2M
3
VANGUARD MALVERN FDS
$13.2M
BCK PARTNERS, INC.
$185M
Top holdings
1
VANGUARD INDEX FDS
$96.8M
2
VANGUARD SCOTTSDALE FDS
$45.2M
3
ISHARES TR
$21.1M
BABB WEALTH ADVISORS LLC
$183M
Top holdings
1
DIMENSIONAL ETF TRUST
$181M
2
GLACIER BANCORP INC NEW
$1.67M
3
VANGUARD INDEX FDS
$210k
BALLAST ROCK PRIVATE WEALTH LLC
$181M
Top holdings
1
ISHARES TR
$27.2M
2
INNOVATOR ETFS TRUST
$18.6M
3
SCHWAB STRATEGIC TR
$10.4M
BLACK MAPLE CAPITAL MANAGEMENT LP
$179M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58.7M
2
ISHARES TR
$9.88M
3
EXPAND ENERGY CORPORATION
$7.51M
BASE WEALTH MANAGEMENT LLC
$179M
Top holdings
1
VANGUARD INDEX FDS
$34.3M
2
J P MORGAN EXCHANGE TRADED F
$26.2M
3
PIMCO ETF TR
$16.7M
BROOKMONT CAPITAL MANAGEMENT
$179M
Top holdings
1
HOME DEPOT INC
$53.4M
2
L3HARRIS TECHNOLOGIES INC
$5.97M
3
ISHARES TR
$5.74M
BFI INFINITY LTD.
$178M
Top holdings
1
ISHARES TR
$39.6M
2
VANGUARD INTL EQUITY INDEX F
$20M
3
VANGUARD INDEX FDS
$14.6M
BALLEW ADVISORS, INC
$177M
Top holdings
1
ISHARES TR
$69.6M
2
CAPITAL GROUP GROWTH ETF
$12.5M
3
SSGA ACTIVE ETF TR
$10.9M
BEACON FINANCIAL STRATEGIES CORP
$176M
Top holdings
1
VANGUARD INDEX FDS
$70.4M
2
DIMENSIONAL ETF TRUST
$33.1M
3
VANGUARD SCOTTSDALE FDS
$31.7M
