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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
STEPSTONE GROUP LP
$207M
Top holdings
1
KARMAN HLDGS INC
$70.2M
2
STUBHUB HLDGS INC
$47.2M
3
XANADU QUANTUM TECHNOLO LTD
$26.2M
STANCE CAPITAL LLC
$206M
Top holdings
1
HENNESSY FDS TR
$15M
2
EA SERIES TRUST
$7.14M
3
BRISTOL-MYERS SQUIBB CO
$5.11M
SOL CAPITAL MANAGEMENT CO
$206M
Top holdings
1
VANGUARD INDEX FDS
$73.2M
2
ISHARES TR
$64.4M
3
DIMENSIONAL ETF TRUST
$13.2M
STENHAM ASSET MANAGEMENT LTD
$206M
Top holdings
1
SPDR GOLD TR
$140M
2
HONEYWELL INTL INC
$8.46M
3
AMAZON COM INC
$7.97M
SENTINEL ADVISORY GROUP, LLC
$205M
Top holdings
1
ISHARES TR
$90.9M
2
FIRST TR EXCHANGE TRADED FD
$18.2M
3
SPDR SERIES TRUST
$18.1M
SHARP FINANCIAL SERVICES, LLC
$203M
Top holdings
1
VANGUARD INDEX FDS
$61.6M
2
ISHARES TR
$54.3M
3
VANGUARD SCOTTSDALE FDS
$12.3M
SPECTRUM PLANNING & ADVISORY SERVICES INC.
$202M
Top holdings
1
ISHARES TR
$56.3M
2
BLACKROCK ETF TRUST
$32.7M
3
SPDR SERIES TRUST
$23.7M
SOWA FINANCIAL GROUP, INC.
$202M
Top holdings
1
FIDELITY COVINGTON TRUST
$53.3M
2
ISHARES GOLD TR
$26.2M
3
PUTNAM ETF TRUST
$26.1M
SPECTRUM INVESTMENT ADVISORS, INC.
$201M
Top holdings
1
DIMENSIONAL ETF TRUST
$61.5M
2
VANGUARD INDEX FDS
$38.7M
3
ISHARES TR
$31.8M
STRAIGHTLINE GROUP LLC
$201M
Top holdings
1
BONDBLOXX ETF TRUST
$51.6M
2
INVESCO EXCHANGE TRADED FD T
$37.6M
3
GOLDMAN SACHS ETF TR
$31.7M
SOLANO WEALTH INVESTMENT ADVISORS LLC
$201M
Top holdings
1
WISDOMTREE TR
$26.7M
2
FIRST TR EXCHANGE-TRADED FD
$26M
3
FIRST TR EXCHANGE TRADED FD
$24.8M
SYCALE ADVISORS NY LLC
$201M
Top holdings
1
INTERCONTINENTAL EXCHANGE IN
$27.3M
2
SPOTIFY TECHNOLOGY S A
$20.7M
3
MICROSOFT CORP
$19.9M
SOVIERO ASSET MANAGEMENT, LP
$200M
Top holdings
1
COUPANG INC
$10.4M
2
AMENTUM HOLDINGS INC
$8.87M
3
PERMIAN RESOURCES CORP
$6.63M
SUN FINANCIAL INC
$200M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$22.2M
2
FIRST TR EXCHANGE-TRADED FD
$16.3M
3
FIRST TR EXCHNG TRADED FD VI
$12.2M
SITRIN CAPITAL MANAGEMENT LLC
$200M
Top holdings
1
APPLE INC
$11.5M
2
LAM RESEARCH CORP
$9.53M
3
ALPHABET INC
$9.48M
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
$199M
Top holdings
1
ISHARES TR
$52.5M
2
JANUS DETROIT STR TR
$16.1M
3
J P MORGAN EXCHANGE TRADED F
$14.3M
STRATEGIC PLANNING, INC.
$199M
Top holdings
1
AMAZON COM INC
$23.7M
2
DOW HLDGS INC
$21.6M
3
APPLE INC
$20.3M
SAGE PRIVATE WEALTH GROUP, LLC
$199M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$21.9M
2
FIRST TR EXCH TRD ALPHDX FD
$18.8M
3
CAPITAL GROUP DIVIDEND VALUE
$17.9M
SMITH THORNTON ADVISORS LLC
$199M
Top holdings
1
ISHARES TR
$22.8M
2
CAPITAL GRP FIXED INCM ETF T
$17M
3
VICTORY PORTFOLIOS II
$16M
SPRING CAPITAL MANAGEMENT, LLC
$198M
Top holdings
1
APPLE INC
$15.2M
2
EATON CORP PLC
$11.4M
3
JOHNSON & JOHNSON
$10.8M
