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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
LONG CORRIDOR ASSET MANAGEMENT LTD
$411M
Top holdings
1
STRATEGY INC
$41.6M
2
ALPHABET INC
$41.4M
3
AMAZON COM INC
$35.2M
LEGACY WEALTH ASSET MANAGEMENT, LLC
$411M
Top holdings
1
NORTHERN LTS FD TR IV
$22M
2
FIDELITY WISE ORIGIN BITCOIN
$17.8M
3
ISHARES TR
$12.4M
LINEAGE POINT CAPITAL LP
$409M
Top holdings
1
IDEA ACQUISITION CORP
$11.4M
2
TGE VALUE CREATIVE SOLUTIONS
$10.9M
3
APEX TREAS CORP
$9.64M
LEAD EDGE CAPITAL MANAGEMENT, LLC
$408M
Top holdings
1
WORKDAY INC
$80M
2
REMITLY GLOBAL INC
$59.1M
3
APPIAN CORP
$45.9M
LEGACY WEALTH PARTNERS, LLC
$399M
Top holdings
1
ISHARES TR
$206M
2
VANGUARD INDEX FDS
$60.5M
3
SPDR INDEX SHS FDS
$9.5M
LONGVIEW WEALTH MANAGEMENT
$398M
Top holdings
1
ISHARES TR
$59.8M
2
SCHWAB STRATEGIC TR
$50.7M
3
VANGUARD INDEX FDS
$33.5M
LANSING STREET ADVISORS
$397M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
ISHARES TR
$75.9M
3
VANGUARD MALVERN FDS
$19.9M
LISANTI CAPITAL GROWTH, LLC
$397M
Top holdings
1
FIVE BELOW INC
$9.74M
2
PATTERSON-UTI ENERGY INC
$9.71M
3
CARPENTER TECHNOLOGY CORP
$8.27M
LPWM LLC
$396M
Top holdings
1
ISHARES TR
$162M
2
VANGUARD SCOTTSDALE FDS
$79.9M
3
J P MORGAN EXCHANGE TRADED F
$30.3M
LEVEL FINANCIAL ADVISORS
$392M
Top holdings
1
DIMENSIONAL ETF TRUST
$107M
2
VANGUARD INDEX FDS
$86.7M
3
VANGUARD SCOTTSDALE FDS
$57.4M
LESTER MURRAY ANTMAN DBA SIMPLYRICH
$391M
Top holdings
1
ALPHABET INC
$45.1M
2
ISHARES TR
$41.2M
3
APPLE INC
$27.2M
LITTLE HOUSE CAPITAL LLC
$387M
Top holdings
1
ISHARES TR
$70.6M
2
APPLE INC
$19.3M
3
MICROSOFT CORP
$15.8M
LUMINVEST WEALTH MANAGEMENT LLC
$382M
Top holdings
1
VANGUARD INDEX FDS
$125M
2
VANGUARD STAR FDS
$72.4M
3
VANGUARD INTL EQUITY INDEX F
$37M
LEGACY FINANCIAL GROUP, INC.
$378M
Top holdings
1
DIMENSIONAL ETF TRUST
$222M
2
AMERICAN CENTY ETF TR
$46.4M
3
VANGUARD INDEX FDS
$37.4M
LIFELONG WEALTH ADVISORS, INC.
$376M
Top holdings
1
GOLDMAN SACHS ETF TR
$69.2M
2
ISHARES TR
$62.8M
3
SPDR SERIES TRUST
$61.3M
LANDMARK WEALTH MANAGEMENT, LLC
$373M
Top holdings
1
VANGUARD INDEX FDS
$61M
2
ISHARES TR
$29.7M
3
PROSHARES TR
$28.1M
LEXINGTON PARTNERS L.P.
$366M
Top holdings
1
KARMAN HLDGS INC
$355M
2
MEDLINE INC
$5.97M
3
N-ABLE INC
$5.79M
LOGAN STONE CAPITAL, LLC
$360M
Top holdings
1
FOX CORP
$96.4M
2
HEICO CORP NEW
$20.8M
3
VANGUARD MUN BD FDS
$17.6M
LEGACY CG, LLC
$360M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$50.8M
2
INNOVATOR ETFS TRUST
$34M
3
FRANKLIN TEMPLETON ETF TR
$31.4M
LIBERTY SQUARE WEALTH PARTNERS LLC
$358M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$55M
2
SPDR SERIES TRUST
$54.4M
3
ISHARES TR
$40.1M
