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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
BANNERMAN WEALTH MANAGEMENT GROUP, LLC
$148M
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
AMERICAN CENTY ETF TR
$32.3M
3
ISHARES TR
$5.96M
BANK & TRUST CO
$148M
Top holdings
1
OTTER TAIL CORP
$10.5M
2
ELI LILLY & CO
$10.4M
3
MICROSOFT CORP
$6.11M
BENNETT ASSOCIATES WEALTH MANAGEMENT
$148M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$29.9M
2
ISHARES TR
$27.8M
3
FIRST TR EXCHANGE TRADED FD
$12.8M
BRIAN LOW FINANCIAL GROUP, LLC
$147M
Top holdings
1
MANAGER DIRECTED PORTFOLIOS
$18.8M
2
ISHARES TR
$13.5M
3
EXXON MOBIL CORP
$8.15M
BROADVIEW FINANCIAL MANAGEMENT, LLC
$146M
Top holdings
1
ISHARES TR
$101M
2
SCHWAB STRATEGIC TR
$11.4M
3
VANGUARD BD INDEX FDS
$11.2M
BRIGHT FUTURES WEALTH MANAGEMENT, LLC.
$146M
Top holdings
1
ISHARES TR
$15.8M
2
INNOVATOR ETFS TRUST
$14.6M
3
VANECK ETF TRUST
$9.4M
BAUMAN ADVISORY GROUP, LLC
$143M
Top holdings
1
SPDR SERIES TRUST
$36.2M
2
AMERICAN CENTY ETF TR
$24M
3
INVESCO EXCH TRADED FD TR II
$13.2M
BALANCED ROCK INVESTMENT ADVISORS LLC
$143M
Top holdings
1
ISHARES TR
$37.6M
2
DIMENSIONAL ETF TRUST
$23.3M
3
MORGAN STANLEY ETF TRUST
$7.82M
BLACK CYPRESS CAPITAL MANAGEMENT, LLC
$139M
Top holdings
1
FLOOR & DECOR HLDGS INC
$16.9M
2
US BANCORP
$16.4M
3
META PLATFORMS INC
$15.2M
BUCKLEY CAPITAL ADVISORS, LLC
$139M
Top holdings
1
LIQUIDIA CORPORATION
$44.7M
2
ACADIA HEALTHCARE COMPANY IN
$15.6M
3
SUPER GROUP SGHC LIMITED
$14M
BLUEGRASS CAPITAL PARTNERS LP
$139M
Top holdings
1
TRANSDIGM GROUP INC
$22.7M
2
MOODYS CORP
$22.7M
3
GE AEROSPACE
$22.6M
BANK OF MARIN
$137M
Top holdings
1
SELECT SECTOR SPDR TR
$20.5M
2
VANGUARD INDEX FDS
$10.9M
3
ISHARES TR
$7.84M
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.
$136M
Top holdings
1
CONSUMER PORTFOLIO SVCS INC
$39.6M
2
KVH INDS INC
$31.4M
3
VERIZON COMMUNICATIONS INC
$31.3M
B GROUP, INC.
$135M
Top holdings
1
ADMA BIOLOGICS INC
$28.9M
2
PALISADE BIO INC
$20M
3
PRAXIS PRECISION MEDICINES I
$10.7M
BAM WEALTH MANAGEMENT, LLC
$134M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$32.5M
2
PIMCO ETF TR
$14.9M
3
ISHARES TR
$7.57M
BRICKWOOD ASSET MANAGEMENT LLP
$133M
Top holdings
1
AVANTOR INC
$34M
2
DENTSPLY SIRONA INC
$33.3M
3
WESTERN UN CO
$30.9M
BONFIRE FINANCIAL
$133M
Top holdings
1
SELECT SECTOR SPDR TR
$37.3M
2
WISDOMTREE TR
$18.9M
3
VANGUARD WORLD FD
$17.8M
BLONG FINANCIAL, LLC
$132M
Top holdings
1
NVIDIA CORPORATION
$28.9M
2
APPLE INC
$23.6M
3
TIDAL TRUST I
$14.1M
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
$132M
Top holdings
1
WISDOMTREE TR
$17.8M
2
FIRST TR EXCHNG TRADED FD VI
$13.9M
3
SCHWAB STRATEGIC TR
$10.6M
BXM WEALTH LLC
$130M
Top holdings
1
INVESCO QQQ TR
$16.6M
2
ISHARES TR
$9.11M
3
VANGUARD INDEX FDS
$7.84M
