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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
SERENUS WEALTH ADVISORS, LLC
$501M
Top holdings
1
WISDOMTREE TR
$157M
2
ISHARES TR
$97.3M
3
STATE STR SPDR S&P 500 ETF T
$93.5M
SCISSORTAIL WEALTH MANAGEMENT, LLC
$498M
Top holdings
1
ISHARES TR
$153M
2
VANGUARD INDEX FDS
$34.8M
3
BLACKROCK ETF TRUST
$32.9M
STELAC ADVISORY SERVICES LLC
$494M
Top holdings
1
ISHARES TR
$41.2M
2
ALPHABET INC
$39.4M
3
NVIDIA CORPORATION
$25.4M
SCOTT CAPITAL ADVISORS, LLC
$493M
Top holdings
1
VANGUARD INDEX FDS
$178M
2
SCHWAB STRATEGIC TR
$55.9M
3
ISHARES TR
$52.7M
SPINNAKER INVESTMENT GROUP, LLC
$491M
Top holdings
1
DIMENSIONAL ETF TRUST
$163M
2
SCHWAB STRATEGIC TR
$82.1M
3
WISDOMTREE TR
$53.4M
SUMMIT CREEK ADVISORS LLC
$487M
Top holdings
1
LITTELFUSE INC
$18M
2
ADDUS HOMECARE CORP
$15.1M
3
CASELLA WASTE SYS INC
$14.8M
STORDAHL CAPITAL MANAGEMENT, INC.
$486M
Top holdings
1
DIMENSIONAL ETF TRUST
$152M
2
VANGUARD ADMIRAL FDS INC
$105M
3
VANGUARD INDEX FDS
$89.5M
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
$482M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.9M
2
BERKSHIRE HATHAWAY INC DEL
$59.2M
3
ISHARES TR
$47.6M
SILVERLAKE WEALTH MANAGEMENT LLC
$479M
Top holdings
1
ISHARES TR
$44.8M
2
VANGUARD INDEX FDS
$32.2M
3
MICROSOFT CORP
$17.9M
SOVEREIGN INVESTMENT ADVISORS, LLC
$472M
Top holdings
1
ISHARES TR
$146M
2
JANUS DETROIT STR TR
$35.9M
3
BNY MELLON ETF TRUST
$33.3M
SHULMAN DEMEO ASSET MANAGEMENT LLC
$471M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$244M
2
ISHARES TR
$54.7M
3
STATE STR SPDR DOW JONES IND
$27.8M
STONEBROOK PRIVATE INC.
$470M
Top holdings
1
ISHARES TR
$82.4M
2
SPDR SERIES TRUST
$76.4M
3
BLACKROCK ETF TRUST
$63.8M
STIEVEN CAPITAL ADVISORS, L.P.
$468M
Top holdings
1
COLUMBIA BKG SYS INC
$32.5M
2
WESTERN ALLIANCE BANCORP
$27.9M
3
ATLANTIC UN BANKSHARES CORP
$26.5M
SOLEL PARTNERS LP
$468M
Top holdings
1
UNITEDHEALTH GROUP INC
$55.9M
2
SYNCHRONY FINANCIAL
$50.3M
3
BRAZE INC
$39.5M
SMITH & HOWARD WEALTH MANAGEMENT, LLC
$462M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
ISHARES TR
$114M
3
VANGUARD MALVERN FDS
$84.3M
SANCHEZ WEALTH MANAGEMENT GROUP
$462M
Top holdings
1
ISHARES TR
$101M
2
JOHN HANCOCK EXCHANGE TRADED
$51.6M
3
WISDOMTREE TR
$44.1M
SW INVESTMENT MANAGEMENT LLC
$451M
Top holdings
1
UBIQUITI INC
$113M
2
SKYWEST INC
$82.6M
3
GARMIN LTD
$63.8M
SHELTER MUTUAL INSURANCE CO
$450M
Top holdings
1
ISHARES TR
$90.1M
2
BERKSHIRE HATHAWAY INC DEL
$26.1M
3
VANGUARD STAR FDS
$24.3M
STOKES CAPITAL ADVISORS, LLC
$446M
Top holdings
1
PIMCO ETF TR
$42.6M
2
BROADCOM INC
$16.6M
3
MICROSOFT CORP
$16.5M
SAND GROVE CAPITAL MANAGEMENT LLP
$444M
Top holdings
1
WARNER BROS DISCOVERY INC
$39.7M
2
WEBSTER FINL CORP
$39.3M
3
TXNM ENERGY INC
$38.7M
