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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
LWM ADVISORY SERVICES, LLC
$93.7M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$14.2M
2
J P MORGAN EXCHANGE TRADED F
$10.2M
3
APPLE INC
$8.22M
LINDEN ROSE INVESTMENT LLC
$76.2M
Top holdings
1
NVIDIA CORPORATION
$41.5M
2
ALPHABET INC
$14.8M
3
TAIWAN SEMICONDUCTOR MANUFAC
$12.6M
LUMINIST CAPITAL LLC
$75.3M
Top holdings
1
ISHARES TR
$30.2M
2
SELECT SECTOR SPDR TR
$10.2M
3
VANGUARD INDEX FDS
$8.15M
LDR CAPITAL MANAGEMENT LLC
$74.4M
Top holdings
1
RLJ LODGING TR
$6.94M
2
PEBBLEBROOK HOTEL TR
$6.55M
3
EQUINIX INC
$6.07M
LENNAR CORP
$64M
Top holdings
1
OPENDOOR TECHNOLOGIES INC
$64M
LATTICE CAPITAL MANAGEMENT, LLC
$56.9M
Top holdings
1
NVIDIA CORPORATION
$13.1M
2
APPLE INC
$10.1M
3
ALPHABET INC
$9.16M
LOCKERMAN FINANCIAL GROUP, INC.
$55.6M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$10.9M
2
ISHARES TR
$7.91M
3
SPDR SERIES TRUST
$6.95M
LIBERTY STREET ADVISORS, INC.
$41.4M
Top holdings
1
EQUIPMENTSHARE COM INC
$19.9M
2
BETA TECHNOLOGIES INC
$14.7M
3
VOYAGER TECHNOLOGIES INC
$5.3M
LYKOS GLOBAL MANAGEMENT, LP
$30.4M
Top holdings
1
MEDLINE INC
$23.4M
2
FORGENT POWER SOLUTIONS INC
$6.59M
3
DIGITALOCEAN HLDGS INC
$429k
LAIDLAW WEALTH MANAGEMENT LLC
$28.8M
Top holdings
1
APPLE INC
$3.37M
2
NVIDIA CORPORATION
$2.93M
3
MICROSOFT CORP
$1.64M
LOTUS TECHNOLOGY MANAGEMENT, LP
$27M
Top holdings
1
VANECK ETF TRUST
$7.68M
2
ROSS STORES INC
$2.62M
3
FIVE BELOW INC
$1.4M
LGT FINANCIAL ADVISORS LLC
$19.5M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$3.28M
2
J P MORGAN EXCHANGE TRADED F
$2.87M
3
EXXON MOBIL CORP
$1.35M
LION POINT CAPITAL, LP
$16.7M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$1.43M
2
MOONLAKE IMMUNOTHERAPEUTICS
$1.26M
3
ROYALTY PHARMA PLC
$1.03M
LM ADVISORS LLC
$6.33M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$672k
2
INVESCO EXCH TRD SLF IDX FD
$625k
3
NUVEEN CA DIVI ADV MUN
$331k
LONGBOARD ASSET MANAGEMENT, LP
$5.79M
Top holdings
1
ALLIANT ENERGY CORP
$253k
2
AFLAC INC
$253k
3
FIRSTENERGY CORP
$252k
LINCLUDEN MANAGEMENT LTD
$939k
Top holdings
1
ROYAL BK CDA
$66.9k
2
TORONTO DOMINION BK ONT
$65.5k
3
TC ENERGY CORP
$48.8k
LATHROP INVESTMENT MANAGEMENT CO
$534k
Top holdings
1
WALMART INC
$27.8k
2
ANALOG DEVICES INC
$20.9k
3
KINDER MORGAN INC DEL
$20.4k
LANCASTER INVESTMENT MANAGEMENT
$182k
Top holdings
1
LIBERTY GLOBAL LTD
$51.4k
2
FLUTTER ENTMT PLC
$36.3k
3
AUTOLIV INC
$29.4k
LBJ FAMILY WEALTH ADVISORS, LTD.
$171k
Top holdings
1
ISHARES TR
$134k
2
SPDR SERIES TRUST
$9.72k
3
VANGUARD SCOTTSDALE FDS
$8.15k
