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.
$69.7T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
URSA FUND MANAGEMENT, LLC
$108M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$32.5M
2
PENUMBRA INC
$27.8M
3
SPDR SERIES TRUST
$13M
UNIFIED INVESTMENT MANAGEMENT
$97.9M
Top holdings
1
ISHARES TR
$9.66M
2
GENUINE PARTS CO
$5.97M
3
PACER FDS TR
$4.38M
URBAN WEALTH MANAGEMENT, LLC
$97.7M
Top holdings
1
ISHARES TR
$13.9M
2
APPLE INC
$13.8M
3
NVIDIA CORPORATION
$8.27M
UNIFY FINANCIAL ADVISORS
$96.4M
Top holdings
1
ISHARES TR
$25.5M
2
SCHWAB STRATEGIC TR
$19.3M
3
VANGUARD INDEX FDS
$6.19M
UP CAPITAL MANAGEMENT, INC.
$89.1M
Top holdings
1
NVIDIA CORPORATION
$25.3M
2
SPDR SERIES TRUST
$14.9M
3
VANGUARD INDEX FDS
$12.7M
USCF ADVISERS LLC
$177k
Top holdings
1
PROSHARES TR
$177k
UNIVERSITY OF MARYLAND FOUNDATION, INC.
$5.1k
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$2.87k
2
ISHARES TR
$2.23k
