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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
BASSO CAPITAL MANAGEMENT, L.P.
$163M
Top holdings
1
VANGUARD INDEX FDS
$49.8M
2
STATE STR SPDR S&P 500 ETF T
$17.4M
3
ISHARES TR
$12.6M
BRINDLE & BAY FINANCIAL ADVISORS, LLC
$163M
Top holdings
1
VANGUARD INDEX FDS
$39M
2
VANGUARD TAX-MANAGED FDS
$17.1M
3
VANGUARD INTL EQUITY INDEX F
$14M
BUTTONWOOD FINANCIAL GROUP, LLC
$163M
Top holdings
1
BLACKROCK ETF TRUST
$52.4M
2
AMERICAN CENTY ETF TR
$41.9M
3
SPDR SERIES TRUST
$32.9M
BAY CAPITAL ADVISORS, LLC
$162M
Top holdings
1
ISHARES TR
$30.2M
2
SPDR SERIES TRUST
$19.4M
3
INVESCO QQQ TR
$15.6M
BULWARK CAPITAL CORP
$162M
Top holdings
1
ISHARES TR
$23.6M
2
SCHWAB STRATEGIC TR
$21.2M
3
VANGUARD INDEX FDS
$16.5M
BAYBRIDGE CAPITAL GROUP, LLC
$161M
Top holdings
1
ISHARES TR
$49.8M
2
SPDR INDEX SHS FDS
$10.1M
3
VANGUARD INDEX FDS
$9.23M
BRAUN-BOSTICH & ASSOCIATES INC.
$160M
Top holdings
1
ISHARES TR
$36.1M
2
BLACKROCK ETF TRUST
$21.2M
3
VANGUARD SCOTTSDALE FDS
$15M
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
$160M
Top holdings
1
VANGUARD INDEX FDS
$48.7M
2
VANGUARD WORLD FD
$44.4M
3
VANGUARD SPECIALIZED FUNDS
$10.4M
BLUE DOOR ASSET MANAGEMENT, LLC
$159M
Top holdings
1
FLEXTRONICS INTL LTD
$27.5M
2
WAYSTAR HLDG CORP
$19.6M
3
NEXTPOWER INC
$18.2M
BLUE ROCK WEALTH MANAGEMENT LLC
$157M
Top holdings
1
JANUS DETROIT STR TR
$24.8M
2
J P MORGAN EXCHANGE TRADED F
$15.8M
3
SCHWAB STRATEGIC TR
$14.1M
BLUEFIN CAPITAL MANAGEMENT, LLC
$156M
Top holdings
1
COREWEAVE INC
$44.7M
2
LENDINGCLUB ISSUANCE TR SER
$19.6M
3
EA SERIES TRUST
$10.5M
BML CAPITAL MANAGEMENT, LLC
$156M
Top holdings
1
ACLARIS THERAPEUTICS INC
$53.4M
2
ATEA PHARMACEUTICALS INC
$38M
3
ORAMED PHARMACEUTICALS INC
$10.8M
BNB WEALTH MANAGEMENT, LLC
$156M
Top holdings
1
PACER FDS TR
$17.6M
2
CAPITAL GROUP GBL GROWTH EQT
$11.2M
3
INVESCO EXCH TRADED FD TR II
$10.4M
BRIGHT VALLEY CAPITAL LTD
$153M
Top holdings
1
INTEL CORP
$64.5M
2
VIPSHOP HLDGS LTD
$27.9M
3
JOYY INC
$18.1M
BLUE CAPITAL, INC.
$153M
Top holdings
1
ISHARES TR
$31.1M
2
SPDR SERIES TRUST
$17.4M
3
INVESCO QQQ TR
$8.86M
BRAVIAS CAPITAL GROUP, LLC
$153M
Top holdings
1
EA SERIES TRUST
$32.5M
2
CAMBRIA ETF TR
$21.2M
3
J P MORGAN EXCHANGE TRADED F
$14.6M
BERBICE CAPITAL MANAGEMENT LLC
$153M
Top holdings
1
NVIDIA CORPORATION
$27.4M
2
ALPHABET INC
$14.1M
3
META PLATFORMS INC
$12.3M
BRUCE G. ALLEN INVESTMENTS, LLC
$153M
Top holdings
1
SCHWAB STRATEGIC TR
$34.6M
2
ISHARES TR
$27.1M
3
VANGUARD INDEX FDS
$23.7M
BRIGHTWATER ADVISORY LLC
$151M
Top holdings
1
SCHWAB STRATEGIC TR
$54.9M
2
ISHARES TR
$36.1M
3
VANGUARD INDEX FDS
$8.35M
BANCO DE SABADELL, S.A
$151M
Top holdings
1
MICROSOFT CORP
$6.75M
2
BROADCOM INC
$6.62M
3
ALPHABET INC
$6.51M
