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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
VIRTU FINANCIAL LLC
$2.41B
Top holdings
1
ALPHABET INC
$765M
2
BERKSHIRE HATHAWAY INC DEL
$168M
3
SANDISK CORP
$98.5M
VISIONARY WEALTH ADVISORS
$2.26B
Top holdings
1
ISHARES TR
$235M
2
SCHWAB STRATEGIC TR
$195M
3
APPLE INC
$102M
VENTURI WEALTH MANAGEMENT, LLC
$2.22B
Top holdings
1
ISHARES TR
$426M
2
VANGUARD INDEX FDS
$130M
3
VANGUARD SCOTTSDALE FDS
$100M
VOSS CAPITAL, LP
$1.88B
Top holdings
1
FLYWIRE CORPORATION
$160M
2
CELLEBRITE DI LTD
$136M
3
GRIFFON CORP
$133M
VALIANT CAPITAL MANAGEMENT, L.P.
$1.74B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$225M
2
ISHARES TR
$225M
3
CORE SCIENTIFIC INC NEW
$198M
VERDENCE CAPITAL ADVISORS LLC
$1.72B
Top holdings
1
ISHARES TR
$237M
2
VANGUARD INDEX FDS
$62M
3
SPDR SERIES TRUST
$61.2M
VANGUARD NATIONAL TRUST CO
$1.59B
Top holdings
1
VANGUARD INDEX FDS
$726M
2
VANGUARD STAR FDS
$183M
3
ISHARES TR
$125M
VALLEY WEALTH MANAGERS, INC.
$1.55B
Top holdings
1
VANGUARD SCOTTSDALE FDS
$60.9M
2
GLOBAL X FDS
$50.3M
3
APPLE INC
$46.5M
VERUS CAPITAL PARTNERS, LLC
$1.46B
Top holdings
1
ISHARES TR
$161M
2
APPLE INC
$156M
3
NVIDIA CORPORATION
$110M
VANTAGE INVESTMENT PARTNERS, LLC
$1.45B
Top holdings
1
ALPHABET INC
$119M
2
UNITEDHEALTH GROUP INC
$81.5M
3
WATSCO INC
$62.5M
VESTOR CAPITAL, LLC
$1.38B
Top holdings
1
SELECT SECTOR SPDR TR
$127M
2
ISHARES TR
$90.1M
3
APPLE INC
$84M
VICUS CAPITAL
$1.36B
Top holdings
1
SPDR SERIES TRUST
$352M
2
ISHARES TR
$281M
3
SPDR INDEX SHS FDS
$158M
VAN HULZEN ASSET MANAGEMENT, LLC
$1.35B
Top holdings
1
ISHARES TR
$159M
2
APPLE INC
$92.9M
3
ALPHABET INC
$52.1M
VERITY & VERITY, LLC
$1.34B
Top holdings
1
BROADCOM INC
$57.3M
2
RTX CORPORATION
$41M
3
ABBVIE INC
$38.6M
VALUE PARTNERS INVESTMENTS INC.
$1.31B
Top holdings
1
SALESFORCE INC
$72.4M
2
MICROSOFT CORP
$71.1M
3
SUN LIFE FINANCIAL INC.
$70.4M
VIVO CAPITAL, LLC
$1.2B
Top holdings
1
ERASCA INC
$197M
2
PRAXIS PRECISION MEDICINES I
$109M
3
TERNS PHARMACEUTICALS INC
$70.4M
VERUS FINANCIAL PARTNERS, INC.
$1.11B
Top holdings
1
VANGUARD INDEX FDS
$335M
2
VANGUARD BD INDEX FDS
$185M
3
AMERICAN CENTY ETF TR
$151M
VERSANT CAPITAL MANAGEMENT, INC
$1.01B
Top holdings
1
DIMENSIONAL ETF TRUST
$102M
2
AMERICAN CENTY ETF TR
$98.7M
3
ISHARES TR
$69.5M
VOYA FINANCIAL ADVISORS, INC.
$1B
Top holdings
1
VANGUARD INDEX FDS
$258M
2
VANGUARD BD INDEX FDS
$192M
3
ISHARES TR
$174M
VISTA CAPITAL PARTNERS, INC.
$994M
Top holdings
1
VANGUARD INDEX FDS
$798M
2
SCHWAB STRATEGIC TR
$31.6M
3
ISHARES TR
$22M
