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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
WYNNEFIELD CAPITAL INC
$148M
Top holdings
1
NATURES SUNSHINE PRODS INC
$59.3M
2
CADRE HLDGS INC
$35.3M
3
DLH HLDGS CORP
$21.4M
WEALTHGARDEN F.S. LLC
$147M
Top holdings
1
ISHARES TR
$39M
2
BLACKROCK ETF TRUST
$15.8M
3
SPDR SERIES TRUST
$10.5M
WERNAU ASSET MANAGEMENT INC.
$143M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$42.5M
2
APPLE INC
$38.8M
3
ALPHABET INC
$9.47M
WHITE & CO FINANCIAL PLANNING INC
$142M
Top holdings
1
SCHWAB STRATEGIC TR
$102M
2
SPDR INDEX SHS FDS
$10.3M
3
TCW ETF TRUST
$10.2M
WATCHTOWER ADVISORS, LP
$141M
Top holdings
1
ASML HLDG NV
$41.3M
2
OMEGA HEALTHCARE INVS INC
$23.7M
3
PATRICK INDS INC
$16.7M
WEALTHTRAK CAPITAL MANAGEMENT LLC
$140M
Top holdings
1
SPDR SERIES TRUST
$29.5M
2
ISHARES TR
$17.6M
3
GOLDMAN SACHS ETF TR
$16.3M
WELCH FINANCIAL PLANNING, LLC
$139M
Top holdings
1
INNOVATOR ETFS TRUST
$26.2M
2
J P MORGAN EXCHANGE TRADED F
$19.3M
3
ISHARES TR
$13.3M
WORMSER FRERES GESTION
$139M
Top holdings
1
ALPHABET INC
$11.5M
2
AMAZON COM INC
$10.9M
3
THERMO FISHER SCIENTIFIC INC
$10.7M
WOMACK FINANCIAL LLC
$136M
Top holdings
1
SCHWAB STRATEGIC TR
$52M
2
VANGUARD BD INDEX FDS
$9.98M
3
EA SERIES TRUST
$6.26M
WPG ADVISERS, LLC
$136M
Top holdings
1
ISHARES TR
$18.6M
2
SCHWAB STRATEGIC TR
$12.9M
3
FIRST TR EXCHANGE TRADED FD
$10.9M
WISHBONE MANAGEMENT, LP
$136M
Top holdings
1
COPA HOLDINGS SA
$53.7M
2
AVNET INC
$40.4M
3
ROPER TECHNOLOGIES INC
$31.8M
WILLNER & HELLER, LLC
$134M
Top holdings
1
ISHARES TR
$14.3M
2
NVIDIA CORPORATION
$7.76M
3
FIRST TR EXCHANGE TRADED FD
$5.32M
WILLIAMS & NOVAK, LLC
$134M
Top holdings
1
PIMCO EQUITY SER
$15.7M
2
ISHARES TR
$14.8M
3
PIMCO ETF TR
$10.9M
WILLIAMSON LEGACY GROUP, LLC
$133M
Top holdings
1
LUMENTUM HLDGS INC
$7.93M
2
CIENA CORP
$6.57M
3
SANDISK CORP
$5.96M
WHI TRUST CO LLC
$133M
Top holdings
1
ISHARES TR
$125M
2
MICROSOFT CORP
$902k
3
TRAVELERS COMPANIES INC
$648k
WINDWARD MANAGEMENT LP
$130M
Top holdings
1
NETGEAR INC
$39.4M
2
GROUPON INC
$35.3M
3
TURTLE BEACH CORP
$18.8M
WINNOW WEALTH LLC
$130M
Top holdings
1
INNOVATOR ETFS TRUST
$28.2M
2
FIRST TR EXCHNG TRADED FD VI
$25.6M
3
ISHARES TR
$12.3M
WOODSIDE WEALTH MANAGEMENT LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$45.4M
2
DIMENSIONAL ETF TRUST
$16.2M
3
SPDR SERIES TRUST
$15.2M
WLTH CAPITAL MANAGEMENT, LLC
$128M
Top holdings
1
ISHARES TR
$69M
2
VANGUARD SCOTTSDALE FDS
$16.3M
3
ISHARES INC
$11.3M
WHITEBARK INVESTORS LP
$125M
Top holdings
1
COUPANG INC
$20.2M
2
MICROSOFT CORP
$18.8M
3
GLOBAL E ONLINE LTD
$18.4M
