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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
LVW ADVISORS, LLC
$1.05B
Top holdings
1
SCHWAB STRATEGIC TR
$114M
2
ISHARES TR
$93.3M
3
SPDR SERIES TRUST
$91M
LONG POND CAPITAL, LP
$1.05B
Top holdings
1
INDEPENDENCE RLTY TR INC
$85.3M
2
JANUS LIVING INC
$77.5M
3
SBA COMMUNICATIONS CORP
$68.8M
LINDEN THOMAS ADVISORY SERVICES, LLC
$1.04B
Top holdings
1
NVIDIA CORPORATION
$30.6M
2
ALPHABET INC
$17.1M
3
APPLE INC
$16M
LODESTAR PRIVATE ASSET MANAGEMENT LLC
$1.01B
Top holdings
1
ISHARES TR
$286M
2
SCHWAB STRATEGIC TR
$98.5M
3
VANGUARD INDEX FDS
$91.2M
LAUREL WEALTH ADVISORS LLC
$1.01B
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$196M
2
ISHARES TR
$152M
3
AMAZON COM INC
$71.1M
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.
$988M
Top holdings
1
NAVAN INC
$661M
2
SERVICENOW INC
$160M
3
PERSONALIS INC
$52M
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
$970M
Top holdings
1
JOHNSON & JOHNSON
$38.2M
2
CARDINAL HEALTH INC
$35.2M
3
NORTHROP GRUMMAN CORP
$31.6M
LOMBARD ODIER ASSET MANAGEMENT USA CORP
$957M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$163M
2
AMERICAN AIRLINES GROUP INC
$65.1M
3
RIVIAN AUTOMOTIVE INC
$54.7M
LEGACY EDGE ADVISORS, LLC
$951M
Top holdings
1
ISHARES TR
$384M
2
VANGUARD SCOTTSDALE FDS
$130M
3
J P MORGAN EXCHANGE TRADED F
$59.9M
LEUTHOLD GROUP, LLC
$939M
Top holdings
1
ISHARES TR
$70.9M
2
SPDR SERIES TRUST
$41.4M
3
DIREXION SHARES ETF TRUST
$30.6M
LVZ, INC.
$876M
Top holdings
1
ISHARES TR
$294M
2
DIMENSIONAL ETF TRUST
$162M
3
J P MORGAN EXCHANGE TRADED F
$116M
L. ROY PAPP & ASSOCIATES, LLP
$867M
Top holdings
1
ALPHABET INC
$73M
2
APPLE INC
$57.6M
3
MICROSOFT CORP
$43.4M
LEGACY ADVISORS, LLC
$848M
Top holdings
1
ISHARES TR
$161M
2
GMO ETF TRUST
$128M
3
VANGUARD INDEX FDS
$55.8M
LAFLEUR & GODFREY LLC
$803M
Top holdings
1
APPLE INC
$52.3M
2
JPMORGAN CHASE & CO
$36.9M
3
ISHARES TR
$32.7M
LIBERTY WEALTH MANAGEMENT LLC
$800M
Top holdings
1
DIMENSIONAL ETF TRUST
$227M
2
ISHARES TR
$220M
3
BLACKROCK ETF TRUST
$49.6M
LEGACY FINANCIAL GROUP LLC
$795M
Top holdings
1
ISHARES TR
$268M
2
INVESCO EXCH TRD SLF IDX FD
$86.4M
3
J P MORGAN EXCHANGE TRADED F
$61.8M
L & S ADVISORS INC
$795M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$42.7M
2
APPLE INC
$27M
3
NVIDIA CORPORATION
$23M
LAKE STREET PRIVATE WEALTH, LLC
$785M
Top holdings
1
VANGUARD INDEX FDS
$103M
2
ISHARES TR
$78.2M
3
APPLE INC
$40.1M
LIFEWORKS ADVISORS, LLC
$779M
Top holdings
1
ISHARES TR
$95.7M
2
SPDR INDEX SHS FDS
$55.1M
3
FIDELITY COVINGTON TRUST
$41.6M
LEXAURUM ADVISORS, LLC
$771M
Top holdings
1
AMERICAN CENTY ETF TR
$87.7M
2
GOLDMAN SACHS ETF TR
$73M
3
J P MORGAN EXCHANGE TRADED F
$54.8M
