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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
SHEETS SMITH WEALTH MANAGEMENT
$888M
Top holdings
1
ISHARES TR
$118M
2
VANGUARD INDEX FDS
$58.8M
3
SCHWAB STRATEGIC TR
$45.4M
SOUDERS FINANCIAL ADVISORS
$876M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$98.6M
2
VANGUARD INDEX FDS
$72.2M
3
T ROWE PRICE ETF INC
$63.9M
STILLWATER CAPITAL ADVISORS, LLC
$876M
Top holdings
1
SELECT SECTOR SPDR TR
$137M
2
ISHARES TR
$62.7M
3
APPLE INC
$60.3M
SOFTVEST ADVISORS, LLC
$872M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$698M
2
PERMIAN BASIN RTY TR
$134M
3
SPDR SERIES TRUST
$32.7M
ST. LOUIS TRUST CO
$856M
Top holdings
1
ISHARES TR
$194M
2
VANGUARD INDEX FDS
$174M
3
VANGUARD STAR FDS
$92.6M
STATE OF WYOMING
$844M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$172M
2
ISHARES TR
$31.9M
3
ISHARES INC
$22.1M
SEILERN INVESTMENT MANAGEMENT LTD
$838M
Top holdings
1
MASTERCARD INCORPORATED
$88.9M
2
UNITEDHEALTH GROUP INC
$76.1M
3
TYLER TECHNOLOGIES INC
$62.4M
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
$837M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$205M
2
DOLLAR GEN CORP
$77M
3
DECKERS OUTDOOR CORP
$66.2M
SUNCOAST EQUITY MANAGEMENT
$833M
Top holdings
1
ALPHABET INC
$88.6M
2
NVIDIA CORPORATION
$75.6M
3
MICROSOFT CORP
$61.3M
SHENKMAN CAPITAL MANAGEMENT INC
$831M
Top holdings
1
ISHARES TR
$66.5M
2
SPDR SERIES TRUST
$49.8M
3
ETSY INC
$47.9M
SIRIOS CAPITAL MANAGEMENT L P
$825M
Top holdings
1
GE VERNOVA INC
$107M
2
TAIWAN SEMICONDUCTOR MANUFAC
$37.9M
3
AMAZON COM INC
$35.1M
SJS INVESTMENT CONSULTING INC.
$819M
Top holdings
1
DIMENSIONAL ETF TRUST
$532M
2
VANGUARD MALVERN FDS
$50.1M
3
AMERICAN CENTY ETF TR
$44.4M
STANLEY-LAMAN GROUP, LTD.
$814M
Top holdings
1
ALPHABET INC
$22.1M
2
AMAZON COM INC
$16.4M
3
RTX CORPORATION
$15.9M
SUMMIT SECURITIES GROUP LLC
$810M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$265M
2
INVESCO QQQ TR
$97.5M
3
WARNER BROS DISCOVERY INC
$39.7M
STRID GROUP, LLC
$807M
Top holdings
1
SCHWAB STRATEGIC TR
$224M
2
VANGUARD INTL EQUITY INDEX F
$174M
3
FIRST TR EXCHANGE TRADED FD
$103M
SOUNDWATCH CAPITAL LLC
$793M
Top holdings
1
ISHARES TR
$360M
2
STATE STR SPDR S&P 500 ETF T
$354M
3
VANGUARD INDEX FDS
$21.2M
STRATEGIC WEALTH INVESTMENT GROUP, LLC
$788M
Top holdings
1
SPDR SERIES TRUST
$104M
2
EXCHANGE LISTED FDS TR
$49.7M
3
VANGUARD SCOTTSDALE FDS
$39.6M
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
$788M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$105M
2
WELLS FARGO & CO
$51.7M
3
META PLATFORMS INC
$44.8M
SCIENCAST MANAGEMENT LP
$785M
Top holdings
1
TPG INC
$6.45M
2
CLOUDFLARE INC
$6.41M
3
WILLIAMS COS INC
$6.4M
SCHF GPE, LLC
$781M
Top holdings
1
ISHARES GOLD TR
$397M
2
QXO INC
$259M
3
ISHARES BITCOIN TRUST ETF
$125M
