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

GREAT LAKES RETIREMENT, INC.
$967M
Top holdings
1
SPDR SERIES TRUST
$79.2M
2
GOLDMAN SACHS ETF TR
$48.3M
3
FIDELITY COVINGTON TRUST
$43.6M
GRAHAM HOLDINGS CO
$967M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$534M
2
ALPHABET INC
$282M
3
MARKEL GROUP INC
$106M
GRAVES LIGHT LENHART WEALTH, INC.
$961M
Top holdings
1
ISHARES TR
$317M
2
DIMENSIONAL ETF TRUST
$133M
3
BERKSHIRE HATHAWAY INC DEL
$39.6M
GUOLINE ADVISORY PTE LTD
$956M
Top holdings
1
ALPHABET INC
$129M
2
MICROSOFT CORP
$95.6M
3
APPLE INC
$94.3M
GEMSSTOCK LTD.
$949M
Top holdings
1
EQUINOX GOLD CORP
$120M
2
GULFPORT ENERGY CORP
$108M
3
AMAZON COM INC
$60.3M
GREAT WATERS WEALTH MANAGEMENT
$945M
Top holdings
1
DIMENSIONAL ETF TRUST
$794M
2
VANGUARD BD INDEX FDS
$30.2M
3
ISHARES TR
$28.2M
GREENLINE PARTNERS, LLC
$930M
Top holdings
1
VANGUARD INDEX FDS
$83.5M
2
AMERICAN CENTY ETF TR
$77.2M
3
VANGUARD INTL EQUITY INDEX F
$68.7M
GOLDSTONE FINANCIAL GROUP, LLC
$922M
Top holdings
1
VANGUARD INDEX FDS
$200M
2
ISHARES TR
$95.1M
3
J P MORGAN EXCHANGE TRADED F
$88M
GOLDEN STATE WEALTH MANAGEMENT, LLC
$915M
Top holdings
1
ISHARES TR
$168M
2
FIRST TR EXCHANGE-TRADED FD
$56.2M
3
STATE STR SPDR S&P 500 ETF T
$46.6M
GOODNOW INVESTMENT GROUP, LLC
$913M
Top holdings
1
CARVANA CO
$228M
2
GODADDY INC
$61.6M
3
MAPLEBEAR INC
$51.8M
GREENVALE CAPITAL LLP
$912M
Top holdings
1
ZETA GLOBAL HOLDINGS CORP
$166M
2
SUNRUN INC
$163M
3
SHARKNINJA INC
$101M
GREENWOOD CAPITAL ASSOCIATES LLC
$908M
Top holdings
1
ISHARES TR
$114M
2
J P MORGAN EXCHANGE TRADED F
$46.1M
3
APPLE INC
$35.8M
GCM GROSVENOR HOLDINGS, LLC
$901M
Top holdings
1
KARMAN HLDGS INC
$266M
2
CONSTELLATION ENERGY CORP
$245M
3
MAPLEBEAR INC
$155M
GOLDSTEIN ADVISORS, LLC
$900M
Top holdings
1
ISHARES TR
$188M
2
BLACKROCK ETF TRUST
$109M
3
VICTORY PORTFOLIOS II
$98.1M
GLOBAL ENDOWMENT MANAGEMENT, LP
$896M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$159M
2
VANGUARD INDEX FDS
$125M
3
VANGUARD STAR FDS
$111M
GRIFFIN ASSET MANAGEMENT, INC.
$887M
Top holdings
1
APPLE INC
$43.5M
2
MICROSOFT CORP
$29.1M
3
ALPHABET INC
$28.3M
GROVE BANK & TRUST
$884M
Top holdings
1
ISHARES TR
$226M
2
VANGUARD INDEX FDS
$110M
3
APPLE INC
$41M
GEORGE KAISER FAMILY FOUNDATION
$883M
Top holdings
1
BOK FINL CORP
$431M
2
EXCELERATE ENERGY INC
$262M
3
ISHARES TR
$47M
GENUS CAPITAL MANAGEMENT INC.
$873M
Top holdings
1
ISHARES TR
$72.5M
2
NVIDIA CORPORATION
$40.1M
3
TORONTO DOMINION BK ONT
$24.2M
GREATMARK INVESTMENT PARTNERS, INC.
$854M
Top holdings
1
AFLAC INC
$70.7M
2
MARATHON PETE CORP
$40.7M
3
APPLE INC
$36.1M
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