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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
LTS ONE MANAGEMENT LP
$239M
Top holdings
1
VISA INC
$20.2M
2
AON PLC
$18.5M
3
BROOKFIELD CORP
$18.3M
LAKERIDGE WEALTH MANAGEMENT LLC
$233M
Top holdings
1
ISHARES TR
$37.8M
2
AMERICAN CENTY ETF TR
$21.9M
3
FIDELITY COVINGTON TRUST
$19.8M
LIFE LINE WEALTH MANAGEMENT LLC
$224M
Top holdings
1
ISHARES TR
$130M
2
INVESCO QQQ TR
$47M
3
ISHARES GOLD TR
$38.1M
LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.
$220M
Top holdings
1
SPDR SERIES TRUST
$181M
2
SPDR INDEX SHS FDS
$31.4M
3
ISHARES TR
$4.42M
LONG PATH PARTNERS LP
$220M
Top holdings
1
NCINO INC
$66.2M
2
MESA LABS INC
$35.9M
3
ALKAMI TECHNOLOGY INC
$28.2M
LATITUDE ADVISORS, LLC
$218M
Top holdings
1
ISHARES TR
$37.6M
2
ADVISORS INNER CIRCLE FD II
$24.4M
3
SPDR SERIES TRUST
$8M
LONG ISLAND WEALTH MANAGEMENT, INC.
$216M
Top holdings
1
INNOVATOR ETFS TRUST
$76.3M
2
VANGUARD INDEX FDS
$34.9M
3
VANGUARD INTL EQUITY INDEX F
$15.6M
LEVEL WEALTH MANAGEMENT LLC
$213M
Top holdings
1
VANGUARD INDEX FDS
$63.1M
2
VANGUARD BD INDEX FDS
$38.5M
3
VANGUARD TAX-MANAGED FDS
$23.9M
LYNX INVESTMENT ADVISORY
$209M
Top holdings
1
ISHARES TR
$24.9M
2
INVESCO EXCHANGE TRADED FD T
$12.5M
3
DIMENSIONAL ETF TRUST
$10.5M
LANDING POINT FINANCIAL GROUP, LLC
$206M
Top holdings
1
ISHARES TR
$87.9M
2
FIDELITY COVINGTON TRUST
$37.6M
3
BLACKROCK ETF TRUST II
$15.5M
LATKO WEALTH MANAGEMENT, LTD.
$205M
Top holdings
1
ISHARES TR
$62.1M
2
SCHWAB STRATEGIC TR
$37.8M
3
INVESCO EXCH TRADED FD TR II
$25.5M
LAUTERBACH FINANCIAL ADVISORS, LLC
$205M
Top holdings
1
DIMENSIONAL ETF TRUST
$131M
2
AMERICAN CENTY ETF TR
$9.26M
3
ISHARES TR
$9.24M
LCW SERVICES, LLC
$201M
Top holdings
1
ISHARES TR
$83.3M
2
SCHWAB STRATEGIC TR
$32.8M
3
VANGUARD BD INDEX FDS
$13.2M
LEGACY WEALTH MANAGMENT, LLC
$201M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$27.6M
2
SIMPLIFY EXCHANGE TRADED FUN
$26.4M
3
NEOVOLTA INC
$16.4M
LATIGO INVESTMENTS, LLC
$201M
Top holdings
1
VANGUARD INDEX FDS
$96.3M
2
ISHARES TR
$54.8M
3
VANGUARD TAX-MANAGED FDS
$19.7M
LRZ CAPITAL LLC
$200M
Top holdings
1
AMAZON COM INC
$21M
2
MASTERCARD INCORPORATED
$19.3M
3
S&P GLOBAL INC
$19M
LCM CAPITAL MANAGEMENT INC
$199M
Top holdings
1
STATE STR SPDR S&P MIDCAP 40
$27M
2
STATE STR SPDR S&P 500 ETF T
$25.8M
3
ISHARES TR
$24.7M
LFA - LUGANO FINANCIAL ADVISORS SA
$197M
Top holdings
1
ISHARES TR
$65.4M
2
STATE STR SPDR S&P 500 ETF T
$27.7M
3
SCHWAB STRATEGIC TR
$13.6M
LEGACY WEALTH ADVISORS, LLC
$196M
Top holdings
1
ISHARES TR
$50.8M
2
J P MORGAN EXCHANGE TRADED F
$20.2M
3
STATE STR SPDR S&P 500 ETF T
$17.3M
LANTERN WEALTH ADVISORS, LLC
$195M
Top holdings
1
ISHARES TR
$20.5M
2
AMERICAN CENTY ETF TR
$15.7M
3
APPLE INC
$9.63M
