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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
FIDUCIARY GROUP, LLC
$1.17B
Top holdings
1
ISHARES TR
$145M
2
VANGUARD INDEX FDS
$78.2M
3
ALPHABET INC
$62.6M
FLAGSHIP PIONEERING INC.
$1.16B
Top holdings
1
GENERATE BIOMEDICINES INC
$783M
2
MODERNA INC
$235M
3
SANA BIOTECHNOLOGY INC
$72M
FOURTHOUGHT FINANCIAL PARTNERS, LLC
$1.16B
Top holdings
1
ISHARES TR
$64.2M
2
MICROSOFT CORP
$48.9M
3
BROADCOM INC
$46.5M
FIRST BUSINESS FINANCIAL SERVICES, INC.
$1.12B
Top holdings
1
ISHARES TR
$504M
2
VANGUARD INDEX FDS
$259M
3
STATE STR SPDR S&P 500 ETF T
$28.5M
FISHMAN JAY A LTD
$1.12B
Top holdings
1
APPLE INC
$228M
2
ALPHABET INC
$123M
3
AMAZON COM INC
$87.8M
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC
$1.12B
Top holdings
1
VANGUARD WORLD FD
$122M
2
CORTEVA INC
$84.9M
3
QNITY ELECTRONICS INC
$46.9M
FIRST LIGHT ASSET MANAGEMENT, LLC
$1.12B
Top holdings
1
AXOGEN INC
$133M
2
PALVELLA THERAPEUTICS INC NE
$122M
3
NEOGENOMICS INC
$72.2M
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
$1.05B
Top holdings
1
VANGUARD INDEX FDS
$371M
2
ISHARES TR
$307M
3
SCHWAB STRATEGIC TR
$64.6M
FORGE FINANCIAL SERVICES LLC
$987M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$240M
2
CAPITAL GROUP GROWTH ETF
$217M
3
CAPITAL GROUP GBL GROWTH EQT
$194M
FORTIS CAPITAL MANAGEMENT LLC
$977M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$230M
2
MICROSOFT CORP
$134M
3
SCHWAB STRATEGIC TR
$80.8M
FOCUSED WEALTH MANAGEMENT, INC
$964M
Top holdings
1
VANGUARD INDEX FDS
$157M
2
SPDR SERIES TRUST
$150M
3
INVESCO QQQ TR
$108M
FINANCIAL PLAN, INC.
$933M
Top holdings
1
DIMENSIONAL ETF TRUST
$391M
2
AMERICAN CENTY ETF TR
$385M
3
SPDR SERIES TRUST
$34.7M
FLAT FOOTED LLC
$920M
Top holdings
1
ISHARES TR
$218M
2
DIVERSIFIED HEALTHCARE TR
$156M
3
ROYAL BK CDA
$48.5M
FIRST TURN MANAGEMENT, LLC
$895M
Top holdings
1
UNITED THERAPEUTICS CORP DEL
$62.1M
2
ABIVAX SA
$51.9M
3
BRIDGEBIO PHARMA INC
$51.7M
FINANCIAL MANAGEMENT PROFESSIONALS, INC.
$892M
Top holdings
1
GOLDMAN SACHS ETF TR
$165M
2
SCHWAB STRATEGIC TR
$137M
3
ISHARES TR
$95.4M
FOUNDATION RESOURCE MANAGEMENT INC
$889M
Top holdings
1
EXXON MOBIL CORP
$71.6M
2
NEWMONT CORP
$54.2M
3
BERKSHIRE HATHAWAY INC DEL
$50.1M
FJ CAPITAL MANAGEMENT LLC
$888M
Top holdings
1
SOUTHSTATE BK CORP
$72M
2
HOMETRUST BANCSHARES INC
$66.3M
3
NICOLET BANKSHARES INC
$45.5M
FUND 1 INVESTMENTS, LLC
$872M
Top holdings
1
CITI TRENDS INC
$111M
2
JUMIA TECHNOLOGIES AG
$85M
3
CELSIUS HLDGS INC
$73.5M
FORM WEALTH ADVISORS, LLC
$854M
Top holdings
1
ISHARES TR
$573M
2
BLACKROCK ETF TRUST
$132M
3
ISHARES INC
$68.4M
FRACTAL INVESTMENTS LLC
$845M
Top holdings
1
MPLX LP
$117M
2
ENERGY TRANSFER L P
$93M
3
PLAINS ALL AMERN PIPELINE L
$81M
