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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.
$69.7T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
JP WEALTH MANAGEMENT, INC.
$147M
Top holdings
1
DIMENSIONAL ETF TRUST
$32.2M
2
INVESCO EXCH TRADED FD TR II
$27.9M
3
SRH TOTAL RETURN FUND INC
$26.6M
J2 CAPITAL MANAGEMENT INC
$146M
Top holdings
1
ISHARES TR
$49.7M
2
SPDR SERIES TRUST
$17.3M
3
PACER FDS TR
$6.4M
J DIGITAL 6 LLC
$140M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$105M
2
FORWARD INDS INC N Y
$35.2M
JOEL ADAMS & ASSOCIATES, INC.
$135M
Top holdings
1
ISHARES TR
$50.5M
2
VANGUARD INDEX FDS
$23.6M
3
VANGUARD WORLD FD
$11.7M
JORDAN PARK TRUST CO LLC
$131M
Top holdings
1
SAMSARA INC
$121M
2
ISHARES INC
$2.13M
3
ISHARES TR
$1.9M
JM2 CAPITAL INC.
$121M
Top holdings
1
VANGUARD WORLD FD
$10.7M
2
NVIDIA CORPORATION
$8.53M
3
ALPHABET INC
$8.34M
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
$117M
Top holdings
1
APPLE INC
$79M
2
AMAZON COM INC
$18.3M
3
THE ONCOLOGY INSTITUTE INC
$7.57M
JOURNEY BEYOND WEALTH, LLC
$116M
Top holdings
1
VANGUARD INDEX FDS
$53.8M
2
VANGUARD INTL EQUITY INDEX F
$20.8M
3
ISHARES TR
$8.8M
JAMES REED FINANCIAL SERVICES, INC.
$116M
Top holdings
1
VANGUARD INDEX FDS
$40.9M
2
ISHARES TR
$26.1M
3
J P MORGAN EXCHANGE TRADED F
$23.4M
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
$114M
Top holdings
1
SPDR SERIES TRUST
$11.3M
2
NVIDIA CORPORATION
$6.54M
3
ALPHABET INC
$5.41M
JACOBS EQUITY LLC
$112M
Top holdings
1
SCHWAB STRATEGIC TR
$21M
2
VANGUARD INTL EQUITY INDEX F
$20.7M
3
FIDELITY COVINGTON TRUST
$14.9M
JS CAPITAL MANAGEMENT LLC
$109M
Top holdings
1
RANPAK HOLDINGS CORP
$109M
JHP WEALTH MANAGEMENT, LLC
$105M
Top holdings
1
ISHARES TR
$44.1M
2
VANGUARD INDEX FDS
$22.9M
3
SCHWAB STRATEGIC TR
$15.9M
J.M. ARBOUR, LLC
$104M
Top holdings
1
ISHARES TR
$32M
2
TWO RDS SHARED TR
$7.86M
3
BLACKROCK ETF TRUST
$7.58M
JMN FINANCIAL LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$5.79M
2
VANGUARD BD INDEX FDS
$5.31M
3
APPLE INC
$4.52M
JBGLOBAL.COM LLC
$102M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$29.2M
2
ISHARES TR
$20.1M
3
SCHWAB STRATEGIC TR
$17.5M
JEFFERSON BRIDGE CAPITAL, LLC
$101M
Top holdings
1
VANGUARD INDEX FDS
$11.8M
2
STONEX GROUP INC
$7.37M
3
ISHARES TR
$7.16M
JETER ROBERT S II
$100M
Top holdings
1
ISHARES TR
$32.5M
2
MFS ACTIVE EXCHANGE TRADED F
$13.6M
3
GOLDMAN SACHS ETF TR
$11M
JOHN & KATHLEEN SCHREIBER FOUNDATION
$97.5M
Top holdings
1
BLACKSTONE INC
$78.1M
2
BLACKSTONE SECD LENDING FD
$9.04M
3
BLACKSTONE MORTGAGE TRUST IN
$5.42M
JCSD CAPITAL, LLC
$94.5M
Top holdings
1
SELECT SECTOR SPDR TR
$24.7M
2
ISHARES TR
$19.9M
3
COASTAL FINL CORP WA
$10.7M
