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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
PRISM PLANNING PARTNERS LLC
$84.5M
Top holdings
1
ISHARES TR
$37.2M
2
DIMENSIONAL ETF TRUST
$15.1M
3
VANGUARD SCOTTSDALE FDS
$9.59M
PENSIONFUND SABIC
$83M
Top holdings
1
PROLOGIS INC.
$8.32M
2
EQUINIX INC
$6.95M
3
WELLTOWER INC
$6.14M
POM INVESTMENT STRATEGIES, LLC
$80.5M
Top holdings
1
AIM ETF PRODUCTS TRUST
$40.7M
2
FIRST TR EXCHNG TRADED FD VI
$8.92M
3
ELEVATION SERIES TRUST
$7.57M
PICTET BANK & TRUST LTD
$76.1M
Top holdings
1
ALPHABET INC
$9.64M
2
AMAZON COM INC
$9.37M
3
MICROSOFT CORP
$7.69M
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE
$73.6M
Top holdings
1
COEUR MNG INC
$12.2M
2
STATE STR SPDR S&P 500 ETF T
$9.76M
3
CAREDX INC
$8.68M
PURSUIT WEALTH STRATEGIES, LLC
$72M
Top holdings
1
VANGUARD INDEX FDS
$13.9M
2
ISHARES TR
$13.2M
3
SELECT SECTOR SPDR TR
$2.79M
PROCORE ADVISORS, LLC
$65.2M
Top holdings
1
RELIANCE INC
$19.9M
2
DIMENSIONAL ETF TRUST
$7.16M
3
CAPITAL GRP FIXED INCM ETF T
$4.22M
PMC FIG OPPORTUNITIES LLC
$65M
Top holdings
1
AXOS FINANCIAL INC
$5.04M
2
COASTAL FINL CORP WA
$4.84M
3
CVB FINL CORP
$4.44M
PCB CAPITAL LLC
$63.5M
Top holdings
1
SPDR SERIES TRUST
$7.52M
2
SPDR INDEX SHS FDS
$2.79M
3
ALPHABET INC
$2.02M
PROVIDENT CO OF THE EMPLOYEES OF THE HEBREW UNIVERSITY LTD
$63.4M
Top holdings
1
SELECT SECTOR SPDR TR
$12.6M
2
WISDOMTREE TR
$6.34M
3
GLOBAL X FDS
$5.28M
PMV CAPITAL ADVISERS, LLC
$59.3M
Top holdings
1
ADVISORS INNER CIRCLE FD II
$18.7M
2
PROSHARES TR
$9.55M
3
ISHARES TR
$9.34M
PORTLAND FINANCIAL ADVISORS INC
$48.1M
Top holdings
1
SPDR SERIES TRUST
$8.43M
2
ISHARES TR
$7.76M
3
VANGUARD INDEX FDS
$4.87M
PICKERING ENERGY PARTNERS LP
$47.1M
Top holdings
1
CRESCENT ENERGY COMPANY
$40.5M
2
SABLE OFFSHORE CORP
$1.32M
3
TRANSPORTADORA DE GAS DEL SU
$554k
PRENTICE CAPITAL MANAGEMENT, LP
$45.7M
Top holdings
1
SNAP INC
$9.78M
2
NEXTNAV INC
$8.38M
3
OPENDOOR TECHNOLOGIES INC
$7.52M
PRAXIS CAPITAL MANAGEMENT LLC
$42.8M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$6.57M
2
INVESCO QQQ TR
$5.83M
3
SPDR GOLD TR
$5.38M
P.A.W. CAPITAL CORP
$36.7M
Top holdings
1
PENGUIN SOLUTIONS INC
$5.37M
2
EURONET WORLDWIDE INC
$3.98M
3
FIVE9 INC
$3.79M
PLATINUM EQUITY, LLC
$32.3M
Top holdings
1
ARDAGH METAL PACKAGING S A
$21.5M
2
UWM HOLDINGS CORPORATION
$10.8M
PROTECTIVE LIFE CORP
$30.1M
Top holdings
1
ISHARES TR
$6.27M
2
VANGUARD SCOTTSDALE FDS
$5.63M
3
NUVEEN PFD & INCOME OPPORTUN
$3.32M
PENN MUTUAL ASSET MANAGEMENT
$19.5M
Top holdings
1
WELLS FARGO & CO
$6.93M
2
ANNALY CAPITAL MANAGEMENT IN
$3.76M
3
AGNC INVT CORP
$3.61M
PPM AMERICA INC
$16.6M
Top holdings
1
ISHARES TR
$6.48M
2
MPLX LP
$4.98M
3
SANGOMA TECHNOLOGIES CORP
$2.61M
