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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
PEARL PLANNING LLC
$187M
Top holdings
1
VANGUARD INDEX FDS
$54.1M
2
AMERICAN CENTY ETF TR
$27.5M
3
ISHARES TR
$16.9M
PACIFIC WEALTH MANAGEMENT
$186M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
ISHARES TR
$29.4M
3
NOMURA ETF TR
$22.3M
PACIFIC FINANCIAL GROUP INC
$186M
Top holdings
1
ISHARES TR
$87.6M
2
VANGUARD INDEX FDS
$18.2M
3
INVESCO QQQ TR
$12.6M
PINNEY & SCOFIELD, INC.
$185M
Top holdings
1
DIMENSIONAL ETF TRUST
$141M
2
ELI LILLY & CO
$6.79M
3
ISHARES TR
$6.58M
PANORAMIC INVESTMENT ADVISORS, LLC
$185M
Top holdings
1
ISHARES TR
$26.2M
2
SPDR SERIES TRUST
$25.4M
3
SCHWAB STRATEGIC TR
$24.3M
P SCHOENFELD ASSET MANAGEMENT LP
$184M
Top holdings
1
WARNER BROS DISCOVERY INC
$36.8M
2
CORE SCIENTIFIC INC NEW
$20.3M
3
TERAWULF INC
$20.1M
PROSPECT CAPITAL ADVISORS, LLC
$180M
Top holdings
1
PJT PARTNERS INC
$13.7M
2
GRAND CANYON ED INC
$13.7M
3
OSI SYSTEMS INC
$13.1M
PACIFIC ASSET MANAGEMENT, LLC
$179M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
AMERICAN CENTY ETF TR
$35M
3
MICROSOFT CORP
$3.58M
PRESIMA SECURITIES ULC
$178M
Top holdings
1
EQUINIX INC
$16.2M
2
VENTAS INC
$14.4M
3
BRIXMOR PPTY GROUP INC
$12.7M
PARAGON FINANCIAL PARTNERS, INC.
$177M
Top holdings
1
ISHARES TR
$28.3M
2
STATE STR SPDR S&P 500 ETF T
$22.6M
3
NVIDIA CORPORATION
$19.9M
PROVIDENCE FINANCIAL ADVISORS, LLC
$175M
Top holdings
1
GOLDMAN SACHS ETF TR
$56.3M
2
ISHARES TR
$31.1M
3
AMERICAN CENTY ETF TR
$19.2M
PETERSON WEALTH MANAGEMENT
$172M
Top holdings
1
SELECT SECTOR SPDR TR
$24.9M
2
STATE STR SPDR S&P 500 ETF T
$22.5M
3
INVESCO QQQ TR
$22.3M
PRENTISS SMITH & CO INC
$172M
Top holdings
1
ALPHABET INC
$11.5M
2
CISCO SYS INC
$10.8M
3
GORMAN RUPP CO
$10.6M
PILLAR FINANCIAL ADVISORS, LLC
$171M
Top holdings
1
DIMENSIONAL ETF TRUST
$140M
2
VANGUARD INDEX FDS
$11M
3
VANGUARD BD INDEX FDS
$5.65M
PINGORA PARTNERS LLC
$169M
Top holdings
1
FTAI AVIATION LTD
$46.7M
2
CRESCENT ENERGY COMPANY
$15.1M
3
FTAI INFRASTRUCTURE INC
$10.1M
PRESPER FINANCIAL ARCHITECTS, LLC
$168M
Top holdings
1
ISHARES TR
$31.1M
2
FIDELITY MERRIMACK STR TR
$28.1M
3
SELECT SECTOR SPDR TR
$22.7M
PURSUE WEALTH PARTNERS LLC
$167M
Top holdings
1
VANECK ETF TRUST
$13.4M
2
NVIDIA CORPORATION
$12M
3
ISHARES TR
$9.38M
PRING TURNER CAPITAL GROUP INC
$166M
Top holdings
1
CUMMINS INC
$7.98M
2
PROSHARES TR
$7.65M
3
SCHWAB CHARLES CORP
$7.48M
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
$164M
Top holdings
1
ISHARES TR
$62.3M
2
SCHWAB STRATEGIC TR
$34.9M
3
INVESCO QQQ TR
$29.9M
PROSPECT FINANCIAL SERVICES LLC
$164M
Top holdings
1
VANGUARD INDEX FDS
$17.2M
2
VANGUARD SCOTTSDALE FDS
$15.9M
3
ALPHABET INC
$15.6M
