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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
POST RESCH TALLON GROUP INC.
$124M
Top holdings
1
ISHARES TR
$41.9M
2
INVESCO QQQ TR
$6.45M
3
PACER FDS TR
$5.58M
PITTI GROUP WEALTH MANAGEMENT, LLC
$123M
Top holdings
1
ISHARES TR
$24.3M
2
FIRST TR EXCHNG TRADED FD VI
$18.5M
3
INNOVATOR ETFS TRUST
$16.4M
PRAIRIEVIEW WEALTH PARTNERS, LLC
$122M
Top holdings
1
ISHARES TR
$67.5M
2
HARTFORD FDS EXCHANGE TRADED
$11.8M
3
VANGUARD INDEX FDS
$10.2M
PEAPOD LANE CAPITAL LLC
$122M
Top holdings
1
ALICO INC
$5.5M
2
ACACIA RESH CORP
$5.26M
3
KVH INDS INC
$3.7M
PEAK WEALTH MANAGEMENT LLC
$122M
Top holdings
1
SCHWAB STRATEGIC TR
$32.4M
2
ISHARES TR
$25.4M
3
BLACKROCK ETF TRUST
$14.3M
PALLER FINANCIAL SERVICES INC
$121M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$18.7M
2
ISHARES TR
$18.2M
3
VANECK ETF TRUST
$12.5M
PROSPERITY ADVISERS, LLC
$120M
Top holdings
1
VANGUARD INDEX FDS
$58.9M
2
VANGUARD TAX-MANAGED FDS
$32.8M
3
VANGUARD INTL EQUITY INDEX F
$7.36M
PARAGON CAPITAL MANAGEMENT INC
$118M
Top holdings
1
ISHARES TR
$28.4M
2
SPDR SERIES TRUST
$7.77M
3
JANUS DETROIT STR TR
$5.87M
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
ISHARES TR
$18.8M
2
J P MORGAN EXCHANGE TRADED F
$13.7M
3
INVESCO ACTVELY MNGD ETC FD
$11.7M
POTOMAC CAPITAL MANAGEMENT, INC.
$115M
Top holdings
1
ECHOSTAR CORP
$23.2M
2
ANTERIX INC
$6.92M
3
VIANT TECHNOLOGY INC
$5.97M
POWERHOUSE ASSETS LLC
$115M
Top holdings
1
ISHARES TR
$45.3M
2
VANGUARD INDEX FDS
$38M
3
DIMENSIONAL ETF TRUST
$11.1M
PALATINE HILL WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
ISHARES TR
$40.4M
2
SPDR INDEX SHS FDS
$20.4M
3
RIVERNORTH CAP AND INCM FD I
$9.8M
PROFESSIONAL FINANCIAL SOLUTIONS LLC
$112M
Top holdings
1
DIMENSIONAL ETF TRUST
$103M
2
BROADCOM INC
$2.09M
3
APPLE INC
$1.54M
PARRISH CAPITAL LLC
$112M
Top holdings
1
ALPHABET INC
$4.08M
2
APPLE INC
$4.04M
3
GILEAD SCIENCES INC
$3.17M
PEAK XV PARTNERS OPERATIONS LLC
$110M
Top holdings
1
FRESHWORKS INC
$110M
PEAKSHARES LLC
$109M
Top holdings
1
SELECT SECTOR SPDR TR
$29.1M
2
VANGUARD WORLD FD
$5.04M
3
NVIDIA CORPORATION
$1.99M
PAYNE CAPITAL LLC
$109M
Top holdings
1
SCHWAB STRATEGIC TR
$38.2M
2
BLACKROCK ETF TRUST
$9.39M
3
VANGUARD INDEX FDS
$7.77M
PROSPECT FINANCIAL GROUP LLC
$108M
Top holdings
1
DIMENSIONAL ETF TRUST
$36.3M
2
VANGUARD INDEX FDS
$12.5M
3
AMERICAN CENTY ETF TR
$10.7M
PARK CIRCLE CO
$108M
Top holdings
1
ABBVIE INC
$14.3M
2
TRAVELERS COMPANIES INC
$11.5M
3
VERIZON COMMUNICATIONS INC
$8.6M
PERKINS CAPITAL MANAGEMENT INC
$107M
Top holdings
1
NATERA INC
$8.86M
2
ELI LILLY & CO
$8.12M
3
AXOGEN INC
$5.59M
