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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
360 FINANCIAL, INC.
$332M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$85.3M
2
ISHARES TR
$67.1M
3
INVESCO EXCH TRADED FD TR II
$34.1M
25 LLC
$324M
Top holdings
1
VANGUARD INDEX FDS
$97M
2
DIMENSIONAL ETF TRUST
$60.7M
3
VANGUARD SCOTTSDALE FDS
$56.6M
44 WEALTH MANAGEMENT LLC
$286M
Top holdings
1
NIKE INC
$17.7M
2
MICROSOFT CORP
$15M
3
APPLE INC
$7.39M
3G CAPITAL PARTNERS LP
$282M
Top holdings
1
META PLATFORMS INC
$60.1M
2
CARVANA CO
$43.2M
3
APPLOVIN CORP
$37.8M
1 NORTH WEALTH SERVICES LLC
$277M
Top holdings
1
ISHARES TR
$53.9M
2
J P MORGAN EXCHANGE TRADED F
$24.8M
3
JANUS DETROIT STR TR
$15.6M
325 CAPITAL LLC
$274M
Top holdings
1
AMERICAN PUB ED INC
$67.3M
2
ASTRANA HEALTH INC
$45.1M
3
BLUE BIRD CORP
$38.6M
1492 CAPITAL MANAGEMENT LLC
$263M
Top holdings
1
CARPENTER TECHNOLOGY CORP
$11.5M
2
APPLIED OPTOELECTRONICS INC
$10.6M
3
ADTRAN HOLDINGS INC
$7.86M
2XIDEAS AG
$255M
Top holdings
1
INTERCONTINENTAL EXCHANGE IN
$30.7M
2
EDWARDS LIFESCIENCES CORP
$28.2M
3
FORTINET INC
$27.6M
1776 WEALTH LLC
$254M
Top holdings
1
APPLE INC
$31.6M
2
FIRST TR EXCHANGE-TRADED FD
$22.7M
3
FIRST TR EXCHNG TRADED FD VI
$22.2M
5T WEALTH, LLC
$253M
Top holdings
1
ISHARES TR
$88.5M
2
J P MORGAN EXCHANGE TRADED F
$74.8M
3
BLACKROCK ETF TRUST
$13.8M
5TH STREET ADVISORS, LLC
$232M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$39.7M
2
VANGUARD INDEX FDS
$32.9M
3
J P MORGAN EXCHANGE TRADED F
$26M
626 FINANCIAL, LLC
$224M
Top holdings
1
WISDOMTREE TR
$39.5M
2
STRYKER CORPORATION
$24.4M
3
ISHARES TR
$17.7M
93 FINANCIAL GROUP, LLC
$224M
Top holdings
1
SCHWAB STRATEGIC TR
$118M
2
VANGUARD SCOTTSDALE FDS
$65.7M
3
ISHARES TR
$22.3M
1248 MANAGEMENT, LLC
$216M
Top holdings
1
PALMER SQUARE CAPITAL BDC IN
$30M
2
ISHARES TR
$19.4M
3
ALPHABET INC
$14.9M
4THOUGHT FINANCIAL GROUP INC.
$202M
Top holdings
1
ISHARES TR
$102M
2
STATE STR SPDR S&P 500 ETF T
$58.4M
3
VANGUARD INDEX FDS
$14.9M
17 CAPITAL PARTNERS, LLC
$194M
Top holdings
1
ISHARES TR
$31.4M
2
META PLATFORMS INC
$25.2M
3
ALPHABET INC
$9.17M
4J WEALTH MANAGEMENT LLC
$176M
Top holdings
1
ISHARES TR
$50.3M
2
T ROWE PRICE ETF INC
$46.7M
3
BLACKROCK ETF TRUST
$17.4M
7G CAPITAL MANAGEMENT, LLC
$168M
Top holdings
1
ALPHABET INC
$47.4M
2
TAIWAN SEMICONDUCTOR MANUFAC
$37.2M
3
APPLE INC
$25.4M
6TH STREET ADVISORS, LLC
$159M
Top holdings
1
ETF SER SOLUTIONS
$112M
2
VANGUARD TAX-MANAGED FDS
$9.78M
3
SPDR SERIES TRUST
$9.2M
10ELMS LLP
$159M
Top holdings
1
ISHARES TR
$62.1M
2
SELECT SECTOR SPDR TR
$28.4M
3
ISHARES INC
$8M
