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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
FOREFRONT ANALYTICS, LLC
$110M
Top holdings
1
ISHARES TR
$42.3M
2
ISHARES INC
$19M
3
VANGUARD INTL EQUITY INDEX F
$9.74M
FINHABITS ADVISORS LLC
$108M
Top holdings
1
ISHARES TR
$36.5M
2
VANGUARD SCOTTSDALE FDS
$16.2M
3
VANGUARD INTL EQUITY INDEX F
$9.78M
FELL CAPITAL MANAGEMENT
$105M
Top holdings
1
ISHARES TR
$16.5M
2
SPDR SERIES TRUST
$14.2M
3
ALPHABET INC
$5.69M
FORTERIS WEALTH MANAGEMENT INC.
$104M
Top holdings
1
DIMENSIONAL ETF TRUST
$40.5M
2
ISHARES TR
$21.4M
3
APPLE INC
$4.52M
FISCAL WISDOM WEALTH MANAGEMENT, LLC
$104M
Top holdings
1
GOLD RESOURCE CORP
$42.7M
2
ISHARES TR
$10.9M
3
SPDR SERIES TRUST
$3.38M
FINARC INVESTMENTS, INC.
$104M
Top holdings
1
ISHARES TR
$19.9M
2
FIDELITY COVINGTON TRUST
$6.07M
3
ALPHABET INC
$4.78M
FULCRUM EQUITY MANAGEMENT
$103M
Top holdings
1
SELECT SECTOR SPDR TR
$15.9M
2
ISHARES TR
$15.2M
3
ISHARES INC
$8.32M
FIGURE 8 INVESTMENT STRATEGIES LLC
$102M
Top holdings
1
APPLE INC
$6.56M
2
ALPHABET INC
$6.39M
3
MICROSOFT CORP
$5.2M
FRAMTIDEN HOLDINGS MANAGEMENT CO LLC
$102M
Top holdings
1
CARMAX INC
$22.5M
2
CONSTELLATION BRANDS INC
$21M
3
BLOCK H & R INC
$15.6M
FOURIER CAPITAL MANAGEMENT LTD
$100M
Top holdings
1
NVIDIA CORPORATION
$16.6M
2
MKS INC.
$16.3M
3
KANZHUN LIMITED
$10.1M
FUND ADVISORS OF AMERICA INC
$98.7M
Top holdings
1
NVIDIA CORPORATION
$6.36M
2
APPLE INC
$5.59M
3
BERKSHIRE HATHAWAY INC DEL
$3.87M
FINANCIAL NETWORK WEALTH ADVISORS LLC
$97.7M
Top holdings
1
SPDR SERIES TRUST
$16.2M
2
FIRST TR EXCHNG TRADED FD VI
$15.7M
3
INNOVATOR ETFS TRUST
$9.03M
FULLERTON ADVISORS, LLC
$96.6M
Top holdings
1
VANGUARD INDEX FDS
$23.2M
2
VANGUARD TAX-MANAGED FDS
$8.95M
3
FIDELITY COVINGTON TRUST
$8.91M
FORTRESS FINANCIAL SOLUTIONS, LLC
$95.7M
Top holdings
1
ISHARES TR
$26.4M
2
VANGUARD SCOTTSDALE FDS
$15M
3
INVESCO QQQ TR
$10.9M
FIRSTWAVE CAPITAL MANAGEMENT LLC
$94.1M
Top holdings
1
TRANSMEDICS GROUP INC
$12.4M
2
NEBIUS GROUP N.V.
$9.28M
3
APPLOVIN CORP
$7.91M
FIFTH LANE CAPITAL, LP
$82.3M
Top holdings
1
RENATUS TACTICAL ACQUIS
$11.2M
2
ONESTREAM INC
$7.74M
3
CANTOR EQUITY PARTNERS V INC
$7.65M
FINDEC WEALTH SERVICES, INC.
$81.8M
Top holdings
1
DIMENSIONAL ETF TRUST
$34.7M
2
CAPITAL GRP FIXED INCM ETF T
$14.4M
3
SCHWAB STRATEGIC TR
$13.8M
FUND RESOURCES INVESTMENT HOLDING GROUP CO LTD
$81.7M
Top holdings
1
BITDEER TECHNOLOGIES GROUP
$81.7M
FEYNMAN POINT ASSET MANAGEMENT LLC
$81.1M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$52.1M
2
CANTOR EQUITY PARTNERS I INC
$5.25M
3
M3BRIGADE ACQUISITION V CORP
$3.31M
FORMULATE FINANCIAL LLC
$81M
Top holdings
1
ISHARES TR
$22.4M
2
VANGUARD INDEX FDS
$16.6M
3
INVESCO QQQ TR
$11.3M
