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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
M WEALTH MANAGEMENT, LLC
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$39.4M
2
PGIM ETF TR
$14M
3
SSGA ACTIVE ETF TR
$11.1M
MCCARTNEY WEALTH MANAGEMENT LLC
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.9M
2
AMERICAN CENTY ETF TR
$41M
3
ISHARES TR
$12M
MCKINNEY CAPITAL MANAGEMENT, LLC
$116M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$43.1M
2
NORTHERN LTS FD TR III
$16.1M
3
APPLE INC
$8.62M
MRP CAPITAL INVESTMENTS, LLC
$115M
Top holdings
1
ISHARES TR
$15M
2
SPDR GOLD TR
$4.17M
3
ALPHABET INC
$4.04M
MH & ASSOCIATES SECURITIES MANAGEMENT CORP
$115M
Top holdings
1
VANECK MERK GOLD ETF
$5.91M
2
PHILLIPS 66
$4.43M
3
PFIZER INC
$4.42M
MAIMON WEALTH MANAGEMENT LTD.
$114M
Top holdings
1
ISHARES TR
$27.5M
2
AMERICAN CENTY ETF TR
$17.9M
3
PIMCO ETF TR
$16.2M
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
$114M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$16M
2
SELECT SECTOR SPDR TR
$14.7M
3
ISHARES TR
$14.2M
MEADOWBROOK INVESTMENT ADVISORS LLC
$113M
Top holdings
1
SCHWAB STRATEGIC TR
$8.52M
2
VANGUARD INTL EQUITY INDEX F
$6.94M
3
APPLE INC
$6.29M
MSRH, LLC
$113M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$70.9M
2
GRAYSCALE BITCOIN TRUST ETF
$22.1M
3
LANDBRIDGE COMPANY LLC
$6.47M
MATTERS CAPITAL LLC
$113M
Top holdings
1
ISHARES TR
$31.6M
2
STATE STR SPDR S&P 500 ETF T
$5.27M
3
BARRICK MNG CORP
$4.22M
MOMENTUM WEALTH PLANNING, LLC
$113M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$34.3M
2
INVESCO QQQ TR
$19.4M
3
SCHWAB STRATEGIC TR
$9.72M
MINOT DEBLOIS ADVISORS LLC
$110M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$15.4M
2
VANGUARD INDEX FDS
$9.2M
3
ISHARES TR
$6.5M
MASTERTON CAPITAL MANAGEMENT, LP
$110M
Top holdings
1
FEDERAL RLTY INVT TR NEW
$18.4M
2
PERFORMANCE FOOD GROUP CO
$9.15M
3
KIMCO REALTY CORP
$8.13M
MILLER GLOBAL INVESTMENTS, LLC
$109M
Top holdings
1
JANUS DETROIT STR TR
$8.86M
2
J P MORGAN EXCHANGE TRADED F
$5.07M
3
TIDAL TRUST III
$3.48M
MORANGIE MANAGEMENT LLC
$109M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.2M
2
AMAZON COM INC
$11.1M
3
KLAVIYO INC
$8.25M
MANN FINANCIAL GROUP, INC.
$106M
Top holdings
1
ISHARES TR
$86.3M
2
INVESCO EXCHANGE TRADED FD T
$4.11M
3
ISHARES INC
$3.12M
MIDWAY CAPITAL RESEARCH & MANAGEMENT
$106M
Top holdings
1
APPLIED MATLS INC
$9.93M
2
APPLE INC
$6.62M
3
JONES LANG LASALLE INC
$5.38M
MCLAUGHLIN ASSET MANAGEMENT, INC.
$105M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$8.99M
2
J P MORGAN EXCHANGE TRADED F
$6.02M
3
NVIDIA CORPORATION
$5.09M
MONETARY SOLUTIONS, LTD
$103M
Top holdings
1
SCHWAB STRATEGIC TR
$46.5M
2
ISHARES TR
$9.27M
3
VANGUARD INDEX FDS
$7.8M
MY WEALTH MANAGEMENT INC.
$103M
Top holdings
1
ISHARES TR
$43.3M
2
PACER FDS TR
$20.2M
3
SPDR SERIES TRUST
$16.3M
