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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
JUNO FINANCIAL GROUP LLC
$255M
Top holdings
1
ISHARES TR
$31.6M
2
VANGUARD STAR FDS
$25.6M
3
SCHWAB STRATEGIC TR
$25.4M
JUPITER WEALTH MANAGEMENT LLC
$253M
Top holdings
1
ALPHABET INC
$39.7M
2
NVIDIA CORPORATION
$15.9M
3
APPLE INC
$15.7M
JNE PARTNERS LLP
$244M
Top holdings
1
LIBERTY LIVE HOLDINGS INC
$144M
2
NIQ GLOBAL INTELLIGENCE PLC
$42.4M
3
LIBERTY BROADBAND CORP
$32.2M
JW ASSET MANAGEMENT, LLC
$244M
Top holdings
1
ESTABLISHMENT LABS HLDGS INC
$174M
2
VITA COCO CO INC
$10.5M
3
CATALYST PHARMACEUTICALS INC
$9.62M
JBR CO FINANCIAL MANAGEMENT INC
$239M
Top holdings
1
NVIDIA CORPORATION
$34.8M
2
SPDR SERIES TRUST
$26.3M
3
PACER FDS TR
$13.4M
JOHNSON & WHITE WEALTH MANAGEMENT, LLC
$236M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$46.8M
2
ISHARES TR
$28.3M
3
INVESCO EXCHANGE TRADED FD T
$23.8M
J.H. WHITNEY EQUITY PARTNERS VII, LLC
$233M
Top holdings
1
AVEANNA HEALTHCARE HLDGS INC
$233M
JOHNSON WEALTH MANAGEMENT, LLC
$207M
Top holdings
1
DIMENSIONAL ETF TRUST
$179M
2
VANGUARD INDEX FDS
$8.1M
3
GILEAD SCIENCES INC
$2.74M
J. MARK NICKELL & CO.
$207M
Top holdings
1
ISHARES TR
$76.1M
2
VANGUARD INDEX FDS
$24M
3
GMO ETF TRUST
$18.9M
JIM SAULNIER & ASSOCIATES, LLC
$205M
Top holdings
1
ISHARES TR
$90.4M
2
PGIM ROCK ETF TR
$35.5M
3
VANGUARD INSTL INDEX FD
$14M
JACKSON HILL ADVISORS, LLC
$193M
Top holdings
1
BROOKFIELD CORP
$22.4M
2
S&P GLOBAL INC
$19.8M
3
QXO INC
$18.3M
JUNK INVESTMENT GROUP, LLC
$191M
Top holdings
1
VANGUARD INDEX FDS
$63M
2
VANGUARD WORLD FD
$40.6M
3
VANGUARD INTL EQUITY INDEX F
$12.3M
JONES KERTZ & ASSOCIATES, INC.
$188M
Top holdings
1
BROADCOM INC
$14.1M
2
APPLE INC
$14.1M
3
ALPHABET INC
$12M
J HAGAN CAPITAL, INC.
$185M
Top holdings
1
ISHARES TR
$20.3M
2
INVESCO QQQ TR
$17.2M
3
STATE STR SPDR S&P 500 ETF T
$15.9M
JACOBS ASSET MANAGEMENT, LLC
$167M
Top holdings
1
SPROTT INC
$22.9M
2
QUINSTREET INC
$13.6M
3
SERVISFIRST BANCSHARES INC
$10.9M
JERICHO FINANCIAL, LLP
$159M
Top holdings
1
ALPHABET INC
$8.57M
2
APPLE INC
$8.32M
3
NVIDIA CORPORATION
$7.8M
JCP INVESTMENT MANAGEMENT, LLC
$150M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$33.2M
2
UNITED NAT FOODS INC
$22.3M
3
FIDELITY NATL FINL INC
$17.5M
J.E. SIMMONS & CO., P.C.
$150M
Top holdings
1
ISHARES TR
$47.5M
2
SCHWAB STRATEGIC TR
$28.4M
3
BLACKROCK ETF TRUST
$17.7M
JDH WEALTH MANAGEMENT, LLC
$148M
Top holdings
1
DIMENSIONAL ETF TRUST
$108M
2
EA SERIES TRUST
$9.52M
3
ISHARES TR
$7.09M
JACKSONVILLE WEALTH MANAGEMENT, LLC
$148M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$18.7M
2
ISHARES TR
$14M
3
INVESCO QQQ TR
$13.4M
