Trending
Tree map
Stacked
Scatter
Network
Map
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
FJELL CAPITAL, LLC
$130M
Top holdings
1
DAVIS FUNDAMENTAL ETF TR
$11.8M
2
VANGUARD INDEX FDS
$9.43M
3
VICTORY PORTFOLIOS II
$8.15M
FINWARD BANCORP
$125M
Top holdings
1
VANGUARD INDEX FDS
$16.8M
2
FLEXSHARES TR
$8.05M
3
VANGUARD WORLD FD
$6.82M
FREESTATE ADVISORS LLC
$125M
Top holdings
1
ISHARES TR
$38.1M
2
SPDR SERIES TRUST
$27.8M
3
SCHWAB STRATEGIC TR
$18M
FLAX POND CAPITAL, LLC
$124M
Top holdings
1
SPDR GOLD TR
$13.5M
2
MURPHY OIL CORP
$7.72M
3
XPLR INFRASTRUCTURE LP
$6.19M
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
$124M
Top holdings
1
SCHWAB STRATEGIC TR
$38.7M
2
ADVANCED MICRO DEVICES INC
$12.2M
3
WISDOMTREE TR
$10.6M
FARLEY CAPITAL L.P.
$123M
Top holdings
1
ALPHABET INC
$40.2M
2
MASTERCARD INCORPORATED
$31.1M
3
MICROSOFT CORP
$19.5M
FOX FINANCIAL, INC
$123M
Top holdings
1
ISHARES TR
$37M
2
WISDOMTREE TR
$28.5M
3
SPDR SERIES TRUST
$24.6M
FIRST FINANCIAL GROUP CORP
$122M
Top holdings
1
DIMENSIONAL ETF TRUST
$61.5M
2
JANUS DETROIT STR TR
$6.89M
3
MICROSOFT CORP
$6.43M
FARNAM FINANCIAL LLC
$122M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$37M
2
VANGUARD INDEX FDS
$21M
3
SCHWAB STRATEGIC TR
$16.3M
FRISCO FINANCIAL PLANNING LLC
$121M
Top holdings
1
SCHWAB STRATEGIC TR
$21.5M
2
VANGUARD INDEX FDS
$18.2M
3
VANGUARD MUN BD FDS
$13.8M
FULCRUM WEALTH ADVISORS, LLC
$121M
Top holdings
1
ETFS GOLD TR
$13.4M
2
SPROTT ASSET MANAGEMENT LP
$13.4M
3
MICROSOFT CORP
$7.71M
FAIRMAN GROUP, LLC
$117M
Top holdings
1
ISHARES TR
$36.2M
2
ACCENTURE PLC IRELAND
$17.3M
3
VANGUARD TAX-MANAGED FDS
$9.3M
FREMEN CAPITAL MANAGEMENT LP
$117M
Top holdings
1
MICROSOFT CORP
$19.8M
2
AMAZON COM INC
$13.5M
3
ALPHABET INC
$13.1M
FUNDAMENTA CAPITAL S.A.
$116M
Top holdings
1
PAMPA ENERGIA SA
$23.3M
2
TRANSPORTADORA DE GAS DEL SU
$19.7M
3
CREDICORP LTD
$16.5M
FINANCIALLY IN TUNE, LLC
$116M
Top holdings
1
DIMENSIONAL ETF TRUST
$33.8M
2
J P MORGAN EXCHANGE TRADED F
$26.5M
3
ISHARES TR
$9.93M
FINANCIAL CONCEPTS UNLIMITED, INC.
$112M
Top holdings
1
FEDERATED HERMES ETF TRUST
$26.4M
2
STATE STR SPDR DOW JONES IND
$16.6M
3
INVESCO QQQ TR
$15.6M
FOUNTAINHEAD AM, LLC
$111M
Top holdings
1
ISHARES TR
$23M
2
VANGUARD INDEX FDS
$12.6M
3
APPLE INC
$7.86M
FORTUNE FINANCIAL GROUP, INC.
$111M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$27.3M
2
INNOVATOR ETFS TRUST
$16.6M
3
WISDOMTREE TR
$15.5M
FIRST GROWTH CAPITAL LLC
$111M
Top holdings
1
VERTIV HOLDINGS CO
$19M
2
ISHARES TR
$13.9M
3
SCHWAB STRATEGIC TR
$9.51M
FRANKLY FINANCES, LLC
$110M
Top holdings
1
DIMENSIONAL ETF TRUST
$37.9M
2
VANGUARD BD INDEX FDS
$25.6M
3
AMERICAN CENTY ETF TR
$24.6M
