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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
PARAGON CAPITAL MANAGEMENT LLC
$202M
Top holdings
1
ISHARES TR
$21.8M
2
APPLE INC
$20.4M
3
CASEYS GEN STORES INC
$15.5M
POINTE CAPITAL MANAGEMENT LLC
$202M
Top holdings
1
ISHARES TR
$58.1M
2
VANGUARD WHITEHALL FDS
$14.4M
3
VANGUARD SCOTTSDALE FDS
$11.6M
PREPARED RETIREMENT INSTITUTE LLC
$202M
Top holdings
1
ISHARES TR
$36.3M
2
VANGUARD INDEX FDS
$25.6M
3
VANGUARD SPECIALIZED FUNDS
$24.8M
PROSPERA CAPITAL MANAGEMENT, LLC
$199M
Top holdings
1
VANGUARD INDEX FDS
$108M
2
VANGUARD STAR FDS
$27.2M
3
VANGUARD BD INDEX FDS
$19M
PARK AVENUE INSTITUTIONAL ADVISERS LLC
$199M
Top holdings
1
JANUS DETROIT STR TR
$198M
2
REVOLUTION MEDICINES INC
$497k
3
BRAZE INC
$210k
PULLEN INVESTMENT MANAGEMENT, LLC
$199M
Top holdings
1
VANGUARD INDEX FDS
$21.3M
2
LINCOLN EDL SVCS CORP
$7.64M
3
CHEVRON CORPORATION
$5.29M
PLOTKIN FINANCIAL ADVISORS, LLC
$199M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$30.1M
2
VANGUARD INDEX FDS
$21.2M
3
VANECK ETF TRUST
$16.6M
PATRICK MAURO INVESTMENT ADVISOR, INC.
$199M
Top holdings
1
ISHARES TR
$17.3M
2
CME GROUP INC
$14.1M
3
WATSCO INC
$12.8M
PENNANT SELECT, LLC
$199M
Top holdings
1
ECHOSTAR CORP
$49.4M
2
AMAZON COM INC
$25.3M
3
MICROSOFT CORP
$25M
PLANNING DIRECTIONS INC
$198M
Top holdings
1
ISHARES TR
$40.8M
2
J P MORGAN EXCHANGE TRADED F
$19.5M
3
VANGUARD INDEX FDS
$18.8M
PRIVIUM FUND MANAGEMENT UK LTD
$197M
Top holdings
1
VANGUARD INDEX FDS
$71.7M
2
ISHARES TR
$45.3M
3
ALASKA AIR GROUP INC
$12.7M
PIEDMONT CAPITAL MANAGEMENT, LLC
$197M
Top holdings
1
ISHARES TR
$35.7M
2
VANGUARD WHITEHALL FDS
$24.3M
3
SPDR INDEX SHS FDS
$24M
PENINSULA ASSET MANAGEMENT INC
$196M
Top holdings
1
ISHARES TR
$36M
2
APPLE INC
$13.4M
3
ALPHABET INC
$8.96M
PETTEE INVESTORS, INC.
$194M
Top holdings
1
JPMORGAN CHASE & CO
$14.1M
2
JOHNSON & JOHNSON
$9.61M
3
ALPHABET INC
$9.42M
PROMETHIUM ADVISORS,LLC
$193M
Top holdings
1
SPDR SERIES TRUST
$14.1M
2
APPLE INC
$13.7M
3
ALPHABET INC
$13.3M
PRIME BUCHHOLZ LLC
$191M
Top holdings
1
VANGUARD WORLD FD
$31.1M
2
VANGUARD INDEX FDS
$27.3M
3
VANGUARD TAX-MANAGED FDS
$26.7M
PENNSYLVANIA STATE UNIVERSITY
$191M
Top holdings
1
ISHARES GOLD TR
$139M
2
VANGUARD INDEX FDS
$52.5M
PACIFIC POINT ADVISORS, LLC
$190M
Top holdings
1
SPDR SERIES TRUST
$36.8M
2
ISHARES TR
$15.6M
3
APPLE INC
$6.16M
PRAGMA GESTAO DE PATRIMONIO LTD
$189M
Top holdings
1
ISHARES TR
$79M
2
AMAZON COM INC
$18.5M
3
MICROSOFT CORP
$16.2M
PTM WEALTH MANAGEMENT, LLC
$189M
Top holdings
1
SCHWAB STRATEGIC TR
$30.5M
2
INNOVATOR ETFS TRUST
$30M
3
ISHARES TR
$27.2M
