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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.
$69.9T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
FSR WEALTH MANAGEMENT LTD.
$80.8M
Top holdings
1
AIM ETF PRODUCTS TRUST
$50.3M
2
ELEVATION SERIES TRUST
$13M
3
FIRST TR EXCHNG TRADED FD VI
$7.31M
FINANCIAL COUNSELORS INC
$70.9M
Top holdings
1
ISHARES TR
$56.3M
2
VANGUARD TAX-MANAGED FDS
$5.78M
3
VANGUARD INDEX FDS
$2.85M
FIDELIS WEALTH ADVISORS LLC
$68.7M
Top holdings
1
ISHARES TR
$27.9M
2
INVESCO QQQ TR
$16M
3
SCHWAB STRATEGIC TR
$13.5M
FIRST RESERVE GP XIII LTD
$52.9M
Top holdings
1
VITESSE ENERGY INC
$52.9M
FIRST TRUST BANK, LTD.
$50.9M
Top holdings
1
ISHARES TR
$22.9M
2
SPDR GOLD TR
$11.1M
3
ISHARES INC
$6.09M
FLP WEALTH MANAGEMENT, LLC
$48.5M
Top holdings
1
ISHARES TR
$14.4M
2
WALMART INC
$5.57M
3
JANUS DETROIT STR TR
$4.33M
FIRSTHAND CAPITAL MANAGEMENT, INC.
$46.9M
Top holdings
1
ROKU INC
$6.62M
2
BLOOM ENERGY CORP
$4.34M
3
ROCKET LAB CORP
$3.85M
FINANCIAL DISCOVERY GROUP INC
$42.8M
Top holdings
1
ISHARES TR
$17.9M
2
SELECT SECTOR SPDR TR
$12M
3
PIMCO ETF TR
$5.89M
FIDUCIARY COUNSELLING INC
$35.9M
Top holdings
1
ISHARES TR
$11.6M
2
BERKSHIRE HATHAWAY INC DEL
$10.8M
3
WEYERHAEUSER CO
$6.25M
FLORIN COURT CAPITAL LLP
$26.5M
Top holdings
1
ISHARES TR
$18.3M
2
INVESCO EXCH TRADED FD TR II
$2.32M
3
SPDR SERIES TRUST
$2.05M
FINANCIALLY SPEAKING INC
$20.6M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$7.62M
2
FIDELITY MERRIMACK STR TR
$7.54M
3
PALANTIR TECHNOLOGIES INC
$757k
FTX RECOVERY TRUST
$11.8M
Top holdings
1
EXODUS MOVEMENT INC
$11.8M
FSC WEALTH ADVISORS, LLC
$5.24M
Top holdings
1
SPDR SERIES TRUST
$823k
2
VANGUARD WORLD FD
$809k
3
STATE STR SPDR S&P 500 ETF T
$661k
FACTORIAL MANAGEMENT LTD
$3.82M
Top holdings
1
HDFC BANK LTD
$1.4M
2
ALIBABA GROUP HLDG LTD
$1.39M
3
TRIP COM GROUP LTD
$1.04M
FOUNTAINVEST CHINA CAPITAL PARTNERS GP3 LTD.
$1.2M
Top holdings
1
AMER SPORTS INC
$1.12M
2
QFIN HOLDINGS INC
$78k
F&V CAPITAL MANAGEMENT, LLC
$473k
Top holdings
1
RTX CORPORATION
$28.6k
2
CHEVRON CORPORATION
$25.4k
3
PHILLIPS 66
$25.3k
FNY INVESTMENT ADVISERS, LLC
$229k
Top holdings
1
GLOBAL X FDS
$9.15k
2
CODERE ONLINE LUXEMBOURG S A
$8.18k
3
SEALED AIR CORP NEW
$6.39k
FORUM FINANCE GROUP S.A.
$184k
Top holdings
1
ISHARES TR
$15.1k
2
ALPHABET INC
$12.9k
3
ISHARES INC
$8.12k
FERGUSON JOHNSON WEALTH MANAGEMENT INC
$123k
Top holdings
1
DIMENSIONAL ETF TRUST
$60.9k
2
AMERICAN CENTY ETF TR
$41.5k
3
ISHARES TR
$9.73k
