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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
BREACHWAY INVESTMENTS LLC
$104M
Top holdings
1
ISHARES TR
$34M
2
SPDR SERIES TRUST
$29.1M
3
SPDR INDEX SHS FDS
$6.33M
BIRCHWOOD FINANCIAL PARTNERS, INC.
$104M
Top holdings
1
SCHWAB STRATEGIC TR
$18.4M
2
ISHARES TR
$17.8M
3
VANGUARD INDEX FDS
$6.91M
BROWN UNIVERSITY
$102M
Top holdings
1
BLUE OWL CAPITAL INC
$23.5M
2
SPDR GOLD TR
$17M
3
BLUE OWL CAPITAL CORPORATION
$16.9M
BURKETT ASSET MANAGEMENT LTD
$101M
Top holdings
1
VANGUARD INDEX FDS
$8.47M
2
ROYAL BK CDA
$7.07M
3
CANADIAN NATL RY CO
$5.38M
BRIGHTLIGHT CAPITAL MANAGEMENT LP
$101M
Top holdings
1
CARVANA CO
$28.1M
2
ARCOS DORADOS HLDGS INC
$27.5M
3
KASPI KZ JSC
$27.5M
BOX HILL PRIVATE WEALTH LLC
$101M
Top holdings
1
ISHARES TR
$28.2M
2
VANGUARD INDEX FDS
$23.4M
3
INVESCO QQQ TR
$6.74M
BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC
$101M
Top holdings
1
ISHARES TR
$9.37M
2
APPLIED MATLS INC
$6.37M
3
BANK NEW YORK MELLON CORP
$5.11M
BANKCHAMPAIGN, NATIONAL ASSOCIATION
$101M
Top holdings
1
ALPHABET INC
$2.7M
2
BROADCOM INC
$2.5M
3
PAN AMERN SILVER CORP
$2.45M
BAER INVESTMENT ADVISORY LLC
$100M
Top holdings
1
NVIDIA CORPORATION
$10.3M
2
TAIWAN SEMICONDUCTOR MANUFAC
$8.95M
3
NETFLIX INC.
$6.01M
BANTA ASSET MANAGEMENT LP
$99.5M
Top holdings
1
INVESCO QQQ TR
$28.1M
2
INVESCO EXCH TRD SLF IDX FD
$26.4M
3
VANGUARD INDEX FDS
$25M
BLUEBIRD WEALTH MANAGEMENT LLC
$97.7M
Top holdings
1
APPLE INC
$4.38M
2
NVIDIA CORPORATION
$4.27M
3
MICROSOFT CORP
$3.04M
BROADHURST JEFFREY B
$97.6M
Top holdings
1
DIMENSIONAL ETF TRUST
$91.1M
2
GLOBUS MED INC
$1.99M
3
BITWISE BITCOIN ETF TR
$868k
BALLAST FINANCIAL ADVISORS LLC
$97.5M
Top holdings
1
SCHWAB STRATEGIC TR
$37.7M
2
ISHARES TR
$13.3M
3
VANGUARD INDEX FDS
$9.04M
BOXWOOD VENTURES, INC.
$94.3M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$12.7M
2
APPLE INC
$9.58M
3
NVIDIA CORPORATION
$9.4M
BOYER FINANCIAL SERVICES, INC.
$94.3M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$14.2M
2
CAPITAL GROUP DIVIDEND GROWE
$10.7M
3
CAPITAL GROUP CORE BALANCED
$10.1M
BRIGGS WEALTH MANAGEMENT, INC
$94.3M
Top holdings
1
VANGUARD INDEX FDS
$54.5M
2
VANGUARD STAR FDS
$7.39M
3
VANGUARD BD INDEX FDS
$6.29M
BAYFOREST CAPITAL LTD
$89.3M
Top holdings
1
DRAFTKINGS INC NEW
$521k
2
APOGEE THERAPEUTICS INC
$510k
3
SANDISK CORP
$510k
BROOKLANDS FUND MANAGEMENT LTD
$88.9M
Top holdings
1
EXPAND ENERGY CORPORATION
$12M
2
ZOETIS INC
$7.66M
3
ELEVANCE HEALTH INC FORMERLY
$6.2M
BLUE LINE CAPITAL, LLC IL
$88.4M
Top holdings
1
ISHARES TR
$5.88M
2
NVIDIA CORPORATION
$5.31M
3
AMAZON COM INC
$4.48M
BALANCE CAPITAL PARTNERS L.P.
$87.9M
Top holdings
1
PERIMETER SOLUTIONS INC
$66.8M
2
RESOLUTE HLDGS MGMT INC
$10.5M
3
STEVANATO GROUP S P A
$4.54M
