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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
LAUER WEALTH, LLC
$126M
Top holdings
1
WISDOMTREE TR
$29.1M
2
DIMENSIONAL ETF TRUST
$17M
3
INVESCO QQQ TR
$16.9M
LAKESHORE CAPITAL GROUP, INC.
$123M
Top holdings
1
ISHARES TR
$38.7M
2
INVESCO QQQ TR
$10M
3
FIDELITY MERRIMACK STR TR
$5.07M
LIFTPOINT FAMILY WEALTH ADVISORS LLC
$121M
Top holdings
1
ISHARES TR
$68.9M
2
BLACKROCK ETF TRUST
$23.8M
3
ISHARES INC
$9.36M
LUNATE CAPITAL LTD
$120M
Top holdings
1
REVOLUTION MEDICINES INC
$54.2M
2
SAILPOINT INC
$39.7M
3
LINEAGE INC
$19.7M
LUBAR & CO., INC
$119M
Top holdings
1
HALLADOR ENERGY COMPANY
$88.8M
2
STAR GROUP LP
$15.9M
3
BERKSHIRE HATHAWAY INC DEL
$14.4M
LIBERTY ATLANTIC ADVISORS LLC
$117M
Top holdings
1
INNOVATOR ETFS TRUST
$69.2M
2
ISHARES TR
$21.7M
3
JANUS DETROIT STR TR
$4.8M
LEO H. EVART, INC.
$117M
Top holdings
1
SCHWAB STRATEGIC TR
$23M
2
ISHARES TR
$21.2M
3
VANGUARD INDEX FDS
$17.8M
LWM ADVISORS INC
$115M
Top holdings
1
ISHARES TR
$109M
2
VANGUARD INDEX FDS
$1.29M
3
APPLE INC
$1M
LORD & RICHARDS WEALTH MANAGEMENT, LLC
$114M
Top holdings
1
ETF SER SOLUTIONS
$33.1M
2
SPDR SERIES TRUST
$15.4M
3
BNY MELLON ETF TRUST
$10.1M
LARRY MATHIS FINANCIAL PLANNING, LLC
$112M
Top holdings
1
DIMENSIONAL ETF TRUST
$11.9M
2
ISHARES TR
$10.6M
3
PROSHARES TR
$10.5M
LB PARTNERS LLC
$112M
Top holdings
1
REMITLY GLOBAL INC
$24M
2
CAPITAL ONE FINL CORP
$12.8M
3
MILLICOM INTL CELLULAR S A
$10.7M
LYNCH INVESTMENT PLANNING, LLC
$111M
Top holdings
1
ISHARES TR
$27.7M
2
PIMCO ETF TR
$17.7M
3
STATE STR SPDR S&P 500 ETF T
$11.1M
LEGACY SOLUTIONS, LLC
$108M
Top holdings
1
SPDR SERIES TRUST
$24M
2
ISHARES TR
$17.1M
3
SPDR INDEX SHS FDS
$12M
LAWOOD & CO
$108M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$7.39M
2
VANGUARD INDEX FDS
$6.1M
3
CORNING INC
$5.91M
LRT CAPITAL MANAGEMENT, LLC
$107M
Top holdings
1
EXPONENT INC
$3.97M
2
SELECTIVE INS GROUP INC
$3.88M
3
SPDR GOLD TR
$3.27M
LTS LIQUID INVESTMENTS LLC
$107M
Top holdings
1
VANGUARD INDEX FDS
$27.9M
2
ISHARES INC
$22.7M
3
PARAMOUNT SKYDANCE CORP
$18.3M
LITTLEJOHN & CO LLC
$106M
Top holdings
1
MAGNERA CORP
$23.1M
2
ALGOMA STL GROUP INC
$14.2M
3
AVEANNA HEALTHCARE HLDGS INC
$14.2M
LUMA CAPITAL S.A. - SPF
$104M
Top holdings
1
ALPHABET INC
$17.5M
2
AMAZON COM INC
$16.4M
3
MARKEL GROUP INC
$13.5M
LAURUS GLOBAL EQUITY MANAGEMENT INC.
$102M
Top holdings
1
HENRY JACK & ASSOC INC
$13.2M
2
CHARLES RIV LABS INTL INC
$12.4M
3
PTC INC
$11.9M
LIONSBRIDGE WEALTH MANAGEMENT LLC
$99.5M
Top holdings
1
SPDR SERIES TRUST
$13M
2
J P MORGAN EXCHANGE TRADED F
$12.6M
3
ISHARES TR
$8.26M
