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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
GRIDIRON PARTNERS, LLC
$164M
Top holdings
1
ISHARES TR
$52.6M
2
VANGUARD BD INDEX FDS
$44.1M
3
STATE STR SPDR S&P 500 ETF T
$15.9M
GREENHOUSE WEALTH MANAGEMENT, LLC
$162M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.1M
2
VANGUARD INDEX FDS
$43.4M
3
ISHARES TR
$19.1M
GUERRA PAN ADVISORS, LLC
$162M
Top holdings
1
ISHARES TR
$20.5M
2
ALPHABET INC
$14.3M
3
NVIDIA CORPORATION
$12.1M
GEN FINANCIAL MANAGEMENT, INC.
$162M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$24.5M
2
SCHWAB STRATEGIC TR
$23.9M
3
DIMENSIONAL ETF TRUST
$18.6M
GUTIERREZ WEALTH ADVISORY, LLC
$161M
Top holdings
1
VANGUARD INDEX FDS
$27.6M
2
CAPITAL GRP FIXED INCM ETF T
$16.8M
3
CAPITAL GROUP DIVIDEND VALUE
$14.1M
GENESIS FINANCIAL GROUP, LLC
$158M
Top holdings
1
ISHARES TR
$16.3M
2
TESLA INC
$13.5M
3
VANGUARD INDEX FDS
$12.8M
GOOD STEWARD WEALTH ADVISORS,LLC
$156M
Top holdings
1
VANGUARD INDEX FDS
$26.6M
2
ISHARES TR
$14.2M
3
PGIM ETF TR
$13.9M
GRANTVEST FINANCIAL GROUP LLC
$154M
Top holdings
1
BLACKROCK ETF TRUST II
$31M
2
FIRST TR EXCHNG TRADED FD VI
$22.7M
3
NEOS ETF TRUST
$12.7M
GUIDED CAPITAL WEALTH MANAGEMENT, LLC
$152M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$33M
2
J P MORGAN EXCHANGE TRADED F
$20.4M
3
ISHARES TR
$16.4M
GORDIAN ADVISORS LLC
$150M
Top holdings
1
VANGUARD BD INDEX FDS
$35.2M
2
SCHWAB STRATEGIC TR
$32.4M
3
VANGUARD INDEX FDS
$24.8M
GENESIS WEALTH ADVISORS, LLC
$150M
Top holdings
1
ISHARES TR
$29.9M
2
STATE STR SPDR S&P 500 ETF T
$23.3M
3
VANGUARD STAR FDS
$14.8M
GIBSON WEALTH ADVISORS LLC
$149M
Top holdings
1
VANGUARD INDEX FDS
$65.9M
2
VANGUARD BD INDEX FDS
$30.6M
3
VANGUARD STAR FDS
$18M
GRAPHENE INVESTMENTS SAS
$149M
Top holdings
1
ALPHABET INC
$8.51M
2
APPLE INC
$6.09M
3
NVIDIA CORPORATION
$6.07M
GALLAGHER CAPITAL ADVISORS, LLC
$148M
Top holdings
1
ISHARES TR
$63.5M
2
APPLE INC
$7.32M
3
NVIDIA CORPORATION
$7.26M
GREYCROFT LP
$146M
Top holdings
1
SEMRUSH HLDGS INC
$107M
2
MNTN INC
$18.1M
3
REDDIT INC
$3.84M
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.
$145M
Top holdings
1
HAGERTY INC
$25M
2
CELLEBRITE DI LTD
$21.2M
3
KINGSWAY FINL SVCS INC
$19.3M
GAMBIT CAPITAL MANAGEMENT, LLC
$145M
Top holdings
1
ELI LILLY & CO
$26.7M
2
SPDR SERIES TRUST
$17.5M
3
STATE STR SPDR S&P 500 ETF T
$14.5M
GLADWYN FINANCIAL ADVISORS, INC.
$144M
Top holdings
1
VANGUARD INDEX FDS
$46.1M
2
VANGUARD INTL EQUITY INDEX F
$19.2M
3
VANGUARD WORLD FD
$16.5M
GORDONMD GLOBAL INVESTMENTS LP
$144M
Top holdings
1
KYVERNA THERAPEUTICS INC
$36.6M
2
TAYSHA GENE THERAPIES INC
$22.2M
3
VIR BIOTECHNOLOGY INC
$13.6M
GREATBANC TRUST CO
$143M
Top holdings
1
VANGUARD INDEX FDS
$62.8M
2
ISHARES TR
$27.6M
3
VANGUARD SPECIALIZED FUNDS
$13.2M
