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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
PROCYON ADVISORS, LLC
$2.04B
Top holdings
1
ISHARES TR
$246M
2
VANGUARD INDEX FDS
$162M
3
SPDR SERIES TRUST
$130M
PORTOLAN CAPITAL MANAGEMENT, LLC
$1.88B
Top holdings
1
MODINE MFG CO
$89.3M
2
TTM TECHNOLOGIES INC
$70.9M
3
CELESTICA INC
$55.7M
PROFICIO CAPITAL PARTNERS LLC
$1.87B
Top holdings
1
ISHARES TR
$311M
2
ISHARES GOLD TR
$183M
3
SPDR GOLD TR
$179M
PROGENY 3, INC.
$1.87B
Top holdings
1
CAMECO CORP
$255M
2
INTERACTIVE BROKERS GROUP IN
$147M
3
API GROUP CORP
$143M
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
$1.77B
Top holdings
1
ISHARES TR
$202M
2
VANGUARD INDEX FDS
$80.7M
3
BLACKROCK ETF TRUST
$66.7M
PRINCIPLE WEALTH PARTNERS LLC
$1.75B
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$159M
2
BNY MELLON ETF TRUST II
$118M
3
JPMORGAN CHASE & CO
$105M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$1.73B
Top holdings
1
STONEX GROUP INC
$76.1M
2
LAUREATE ED INC
$40.9M
3
UNIVERSAL TECHNICAL INST INC
$38.9M
PDT PARTNERS, LLC
$1.69B
Top holdings
1
SUNCOR ENERGY INC NEW
$22.8M
2
LOGITECH INTL S A
$21.8M
3
PBF ENERGY INC
$21.1M
PROEM ADVISORS LLC
$1.68B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$715M
2
INVESCO QQQ TR
$439M
3
ISHARES TR
$99.2M
PATTEN & PATTEN INC
$1.66B
Top holdings
1
ISHARES TR
$176M
2
APPLE INC
$158M
3
ALPHABET INC
$79.3M
PRAXIS INVESTMENT MANAGEMENT INC
$1.64B
Top holdings
1
NVIDIA CORPORATION
$86.7M
2
APPLE INC
$84.5M
3
PRAXIS IMPACT BOND I
$82.2M
PHILOSOPHY CAPITAL MANAGEMENT LLC
$1.63B
Top holdings
1
ISHARES TR
$384M
2
STATE STR SPDR S&P 500 ETF T
$228M
3
INVESCO QQQ TR
$144M
PINE RIDGE ADVISERS LLC
$1.62B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$749M
2
ISHARES TR
$237M
3
VANGUARD INDEX FDS
$121M
PARCION PRIVATE WEALTH LLC
$1.61B
Top holdings
1
ISHARES TR
$298M
2
DIMENSIONAL ETF TRUST
$94M
3
AMERICAN CENTY ETF TR
$58.9M
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
$1.57B
Top holdings
1
VANGUARD INDEX FDS
$561M
2
ISHARES TR
$156M
3
VANGUARD BD INDEX FDS
$147M
PLANTE MORAN FINANCIAL ADVISORS, LLC
$1.55B
Top holdings
1
VANGUARD INDEX FDS
$1.17B
2
VANGUARD TAX-MANAGED FDS
$148M
3
ISHARES TR
$53.5M
PRIVATE ADVISORY GROUP LLC
$1.52B
Top holdings
1
ISHARES TR
$128M
2
INVESCO QQQ TR
$117M
3
MICROSOFT CORP
$71M
PDS PLANNING, INC
$1.52B
Top holdings
1
ISHARES TR
$346M
2
VANGUARD INDEX FDS
$131M
3
VANGUARD TAX-MANAGED FDS
$112M
PLATO INVESTMENT MANAGEMENT LTD
$1.49B
Top holdings
1
NVIDIA CORPORATION
$104M
2
APPLE INC
$92.8M
3
ALPHABET INC
$74.7M
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
$1.46B
Top holdings
1
ISHARES TR
$191M
2
VANGUARD INDEX FDS
$125M
3
APPLE INC
$55.2M
