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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
HOWARD WEALTH MANAGEMENT, LLC
$238M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$50.1M
2
VANGUARD INDEX FDS
$38.8M
3
ISHARES TR
$17.2M
HAVEN PRIVATE, LLC
$230M
Top holdings
1
AMERICAN CENTY ETF TR
$40M
2
COLUMBIA ETF TR I
$21.7M
3
ISHARES TR
$18.5M
HIPPOCRATIC FINANCIAL ADVISORS, LLC
$228M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.3M
2
ISHARES TR
$58.6M
3
DOUBLELINE ETF TRUST
$36.7M
HILEY HUNT WEALTH MANAGEMENT
$227M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.1M
2
VANGUARD INDEX FDS
$61.9M
3
ISHARES TR
$23.2M
HORIZON FINANCIAL SERVICES, LLC
$226M
Top holdings
1
SPDR SERIES TRUST
$79.6M
2
SELECT SECTOR SPDR TR
$31.3M
3
SCHWAB STRATEGIC TR
$26.3M
HERITAGE FAMILY OFFICES, LLP
$225M
Top holdings
1
ISHARES TR
$53.6M
2
AMERICAN CENTY ETF TR
$13.1M
3
SPDR INDEX SHS FDS
$10.7M
HORRELL CAPITAL MANAGEMENT, INC.
$219M
Top holdings
1
OREILLY AUTOMOTIVE INC
$21.7M
2
UNION PAC CORP
$15.6M
3
DILLARDS INC
$12.8M
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
$219M
Top holdings
1
SPDR SERIES TRUST
$100M
2
SPDR INDEX SHS FDS
$33.3M
3
AMERICAN CENTY ETF TR
$27.9M
HARDIN CAPITAL PARTNERS, LLC
$216M
Top holdings
1
LOWES COS INC
$101M
2
VANGUARD INDEX FDS
$13.4M
3
SCHWAB STRATEGIC TR
$8.14M
HMV WEALTH ADVISORS, LLC
$213M
Top holdings
1
DIMENSIONAL ETF TRUST
$70M
2
AMERICAN CENTY ETF TR
$42.4M
3
ISHARES TR
$27.2M
H&H RETIREMENT DESIGN & MANAGEMENT INC
$213M
Top holdings
1
SELECT SECTOR SPDR TR
$48.7M
2
SPDR SERIES TRUST
$40.3M
3
ISHARES TR
$33.1M
HRC WEALTH MANAGEMENT, LLC
$212M
Top holdings
1
SCHWAB STRATEGIC TR
$147M
2
VANGUARD INDEX FDS
$18.4M
3
ISHARES TR
$7.56M
HYPERION CAPITAL ADVISORS LP
$208M
Top holdings
1
ALPHABET INC
$33.7M
2
ICON PLC
$15.8M
3
ELEVANCE HEALTH INC FORMERLY
$14.9M
HARVEST MANAGEMENT LLC
$206M
Top holdings
1
ELECTRONIC ARTS INC
$37.5M
2
WARNER BROS DISCOVERY INC
$23.1M
3
NORFOLK SOUTHN CORP
$20.8M
HAROLD DAVIDSON & ASSOCIATES INC.
$206M
Top holdings
1
APPLE INC
$49.4M
2
CISCO SYS INC
$21.8M
3
MICROSOFT CORP
$14.6M
HARA CAPITAL LLC
$200M
Top holdings
1
VALARIS LTD
$12.2M
2
PBF ENERGY INC
$10.7M
3
VANGUARD SCOTTSDALE FDS
$10.2M
HOLOS INTEGRATED WEALTH LLC
$198M
Top holdings
1
INNOVATOR ETFS TRUST
$31.3M
2
FIRST TR EXCHNG TRADED FD VI
$23.4M
3
FIDELITY MERRIMACK STR TR
$18.4M
HORIZON ADVISORY SERVICES, INC.
$195M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$80M
2
ISHARES TR
$41.1M
3
HARBOR ETF TRUST
$30.3M
HG VORA CAPITAL MANAGEMENT, LLC
$191M
Top holdings
1
PENN ENTERTAINMENT INC
$85.3M
2
FIRST AMERN FINL CORP
$40.7M
3
UGI CORP NEW
$20.9M
HARSPRING CAPITAL MANAGEMENT, LLC
$190M
Top holdings
1
DARLING INGREDIENTS INC
$26.3M
2
ENOVA INTL INC
$23.1M
3
COGENT COMM HOLDINGS INC
$20.5M
