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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
STRATEGIC INVESTMENT MANAGEMENT, LLC
$239M
Top holdings
1
VANGUARD INDEX FDS
$91.2M
2
ISHARES TR
$48.2M
3
J P MORGAN EXCHANGE TRADED F
$31.4M
SIMPLIFI, INC.
$238M
Top holdings
1
VANGUARD BD INDEX FDS
$50.9M
2
ISHARES TR
$38.8M
3
INVESCO EXCHANGE TRADED FD T
$34M
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
$238M
Top holdings
1
SCHWAB STRATEGIC TR
$59.2M
2
SELECT SECTOR SPDR TR
$18.4M
3
ISHARES TR
$17.4M
STONECREST WEALTH MANAGEMENT, INC.
$236M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$39.5M
2
ISHARES TR
$13.9M
3
NVIDIA CORPORATION
$13.7M
SIGHTLINE WEALTH ADVISORS, LLC
$236M
Top holdings
1
SCHWAB STRATEGIC TR
$65.4M
2
VANGUARD INDEX FDS
$35.4M
3
VANGUARD BD INDEX FDS
$27.3M
SARANAC PARTNERS LTD
$234M
Top holdings
1
ALPHABET INC
$15.4M
2
MICROSOFT CORP
$10.8M
3
AMAZON COM INC
$10.2M
SILVER OAK ADVISORY GROUP, INC.
$232M
Top holdings
1
VANGUARD BD INDEX FDS
$71M
2
DIMENSIONAL ETF TRUST
$40.6M
3
VANGUARD CHARLOTTE FDS
$25.5M
SMA CAPITAL LLC
$232M
Top holdings
1
PARKER-HANNIFIN CORP
$12.5M
2
JOHNSON CONTROLS INTERNATION
$11.8M
3
AMETEK INC
$10.7M
STRATEGIC FINANCIAL PARTNERS, LTD.
$232M
Top holdings
1
SPDR SERIES TRUST
$74.8M
2
ISHARES TR
$48.8M
3
VANGUARD SCOTTSDALE FDS
$20M
SAMJO MANAGEMENT, LLC
$231M
Top holdings
1
PDF SOLUTIONS INC
$30.1M
2
ARTERIS INC
$18.8M
3
GENIUS SPORTS LIMITED
$16.6M
SOROS CAPITAL MANAGEMENT LLC
$230M
Top holdings
1
RANPAK HOLDINGS CORP
$16.5M
2
COMFORT SYS USA INC
$16.3M
3
GE VERNOVA INC
$16.1M
SHELTON WEALTH MANAGEMENT, LLC
$229M
Top holdings
1
ISHARES TR
$84.4M
2
FIRST TR EXCHANGE-TRADED FD
$18M
3
SCHWAB STRATEGIC TR
$4.01M
SCHEAR INVESTMENT ADVISERS, LLC
$227M
Top holdings
1
NVIDIA CORPORATION
$17.4M
2
BROADCOM INC
$13.1M
3
GE VERNOVA INC
$11.1M
STEADVIEW CAPITAL MANAGEMENT LLC
$227M
Top holdings
1
CARVANA CO
$46.1M
2
ROBINHOOD MKTS INC
$45M
3
APPLOVIN CORP
$35.6M
STATE OF NEW JERSEY COMMON PENSION FUND A
$226M
Top holdings
1
BLUE OWL CAPITAL CORPORATION
$169M
2
BLUE OWL CAPITAL INC
$32.5M
3
TPG RE FIN TR INC
$24.6M
SEG FAMILY CORP.
$225M
Top holdings
1
THOMSON REUTERS CORP
$225M
STERNECK CAPITAL MANAGEMENT, LLC
$223M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$24.3M
2
AMERICAN CENTY ETF TR
$22.3M
3
INVESCO EXCHANGE TRADED FD T
$21.9M
SECOND HALF FINANCIAL PARTNERS, LLC
$222M
Top holdings
1
NEOS ETF TRUST
$44.8M
2
SPDR SERIES TRUST
$43.2M
3
AMPLIFY ETF TR
$18.5M
SEAMOUNT FINANCIAL GROUP INC
$222M
Top holdings
1
VANGUARD INDEX FDS
$23M
2
APPLE INC
$14.2M
3
J P MORGAN EXCHANGE TRADED F
$10.5M
SUNESIS ADVISORS, LLC
$221M
Top holdings
1
VANGUARD INDEX FDS
$87.3M
2
ISHARES TR
$29.3M
3
BERKSHIRE HATHAWAY INC DEL
$20.3M
