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
GERALD BAKER FINANCIAL GROUP LLC
$316M
Top holdings
1
ISHARES TR
$62.1M
2
EXXON MOBIL CORP
$24M
3
VANGUARD SPECIALIZED FUNDS
$19.4M
GFG CAPITAL, LLC
$313M
Top holdings
1
GOLDMAN SACHS ETF TR
$63.5M
2
APPLE INC
$20.2M
3
ALPHABET INC
$15.4M
GENERAL ELECTRIC CO
$308M
Top holdings
1
BETA TECHNOLOGIES INC
$299M
2
HYLIION HOLDINGS CORP
$9.68M
GLOBAL FINANCIAL PRIVATE CLIENT, LLC
$306M
Top holdings
1
ISHARES TR
$21.2M
2
VANGUARD INDEX FDS
$17.3M
3
STATE STR SPDR S&P 500 ETF T
$14.6M
GREENBUSH FINANCIAL GROUP, LLC
$302M
Top holdings
1
VANGUARD INDEX FDS
$82.2M
2
CAPITAL GRP FIXED INCM ETF T
$26.6M
3
VANGUARD BD INDEX FDS
$25.4M
GR FINANCIAL GROUP, LLC
$301M
Top holdings
1
ISHARES TR
$97.6M
2
PIMCO ETF TR
$91.3M
3
INVESCO EXCHANGE TRADED FD T
$90.8M
GAME CREEK CAPITAL, LP
$301M
Top holdings
1
ALPHABET INC
$22.4M
2
MICRON TECHNOLOGY INC
$15.5M
3
VERTIV HOLDINGS CO
$15M
GOEPPER BURKHARDT LLC
$299M
Top holdings
1
SCHWAB STRATEGIC TR
$90.3M
2
INVESCO EXCH TRD SLF IDX FD
$74.3M
3
VANGUARD SPECIALIZED FUNDS
$24.9M
GLASS JACOBSON INVESTMENT ADVISORS LLC
$290M
Top holdings
1
DIMENSIONAL ETF TRUST
$70.7M
2
ISHARES TR
$57.2M
3
VANGUARD INDEX FDS
$32.2M
GOODLANDER INVESTMENT MANAGEMENT, LLC
$289M
Top holdings
1
MASTEC INC
$46.7M
2
FORGENT POWER SOLUTIONS INC
$40.4M
3
CORE SCIENTIFIC INC NEW
$33.7M
GOODHAVEN CAPITAL MANAGEMENT, LLC
$287M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$59.2M
2
ALPHABET INC
$36.9M
3
DEVON ENERGY CORP NEW
$22.9M
G&S CAPITAL LLC
$285M
Top holdings
1
SPDR SERIES TRUST
$30.7M
2
STATE STR SPDR S&P 500 ETF T
$17.3M
3
ISHARES TR
$15.7M
GKV CAPITAL MANAGEMENT CO., INC.
$267M
Top holdings
1
NVIDIA CORPORATION
$33.5M
2
BROADCOM INC
$15.8M
3
ELI LILLY & CO
$12.8M
GLOBAL TRUST ASSET MANAGEMENT, LLC
$262M
Top holdings
1
ISHARES TR
$42.2M
2
LUMENTUM HLDGS INC
$10.4M
3
APPLE INC
$10.1M
GALLACHER CAPITAL MANAGEMENT LLC
$261M
Top holdings
1
ISHARES TR
$33.6M
2
J P MORGAN EXCHANGE TRADED F
$22.6M
3
PEPSICO INC
$15.9M
GLASS WEALTH MANAGEMENT CO LLC
$258M
Top holdings
1
BROADCOM INC
$28.5M
2
ALPHABET INC
$12.9M
3
EXXON MOBIL CORP
$12.5M
GATE CITY CAPITAL MANAGEMENT, LLC
$257M
Top holdings
1
ALICO INC
$53M
2
HARLEY DAVIDSON INC
$45.9M
3
ENTRAVISION COMMUNICATIONS C
$31.4M
GARNER ASSET MANAGEMENT CORP
$255M
Top holdings
1
INVESCO QQQ TR
$16.6M
2
BERKSHIRE HATHAWAY INC DEL
$12M
3
VANGUARD INDEX FDS
$11.4M
GREYKASELL WEALTH STRATEGIES, INC.
$248M
Top holdings
1
ISHARES TR
$61.3M
2
SPDR GOLD TR
$11.8M
3
APPLE INC
$10.9M
GE INVESTMENT MANAGEMENT CORP.
$244M
Top holdings
1
GE AEROSPACE
$243M
2
SSGA ACTIVE ETF TR
$443k
3
SPDR SERIES TRUST
$389k
