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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
WISER ADVISOR GROUP LLC
$82.7M
Top holdings
1
VANGUARD INDEX FDS
$11.4M
2
APPLE INC
$5.55M
3
ALPHABET INC
$4.24M
WALLEYE PARTNERS, LLC
$81.4M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$18.1M
2
BERKSHIRE HATHAWAY INC DEL
$12.3M
3
ISHARES TR
$9.53M
WISE WEALTH PARTNERS
$73.9M
Top holdings
1
SPDR SERIES TRUST
$20.4M
2
ISHARES TR
$13.3M
3
SPDR GOLD TR
$6.15M
WALLACE HART LLC
$72.6M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$41.4M
2
ISHARES TR
$10.1M
3
TEXAS PACIFIC LAND CORPORATI
$5.7M
WMS GROUP LLC
$68.8M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$11.7M
2
SCHWAB STRATEGIC TR
$6.65M
3
ISHARES TR
$5.78M
WORKING CAPITAL ADVISORS UK LTD.
$59.1M
Top holdings
1
STITCH FIX INC
$36.6M
2
FULL TRUCK ALLIANCE CO LTD
$22.5M
WILIAN SECURITIES, LLC
$40.8M
Top holdings
1
ETF SER SOLUTIONS
$3.84M
2
NVIDIA CORPORATION
$2.84M
3
BNY MELLON ETF TRUST
$2.68M
WEST TOWER GROUP, LLC
$32.1M
Top holdings
1
ENHABIT INC
$5.09M
2
PERRIGO CO PLC
$3.79M
3
PRIMORIS SVCS CORP
$3.77M
WORTH VENTURE PARTNERS, LLC
$31.6M
Top holdings
1
BILL HOLDINGS INC
$6.69M
2
GOSSAMER BIO INC
$6.47M
3
FIVE9 INC
$4.36M
WELLS FINANCIAL ADVISORS INC
$22M
Top holdings
1
VANGUARD INDEX FDS
$5.94M
2
ISHARES TR
$5.29M
3
VANGUARD WORLD FD
$2.47M
WILSHIRE ADVISORS LLC
$9.96M
Top holdings
1
ISHARES TR
$9.4M
2
ISHARES INC
$530k
3
LOANDEPOT INC
$39.4k
WAFRA INC.
$5.95M
Top holdings
1
CLAROS MTG TR INC
$5.95M
WOLFSWOOD HOLDINGS, LLC
$2.84M
Top holdings
1
COUPANG INC
$2.36M
2
CHIME FINL INC
$468k
3
RENATUS TACTICAL ACQUIS
$11.5k
WFM ASIA BVI LTD
$632k
Top holdings
1
GRAB HOLDINGS LIMITED
$158k
2
SEA LTD
$140k
3
ATOUR LIFESTYLE HLDGS LTD
$135k
WINTHROP CAPITAL MANAGEMENT, LLC
$389k
Top holdings
1
ISHARES TR
$59.3k
2
SELECT SECTOR SPDR TR
$51k
3
SCHWAB STRATEGIC TR
$50.2k
WARBURTON CAPITAL MANAGEMENT, LLC
$205k
Top holdings
1
DIMENSIONAL ETF TRUST
$174k
2
NVIDIA CORPORATION
$2.79k
3
ALPHABET INC
$2.66k
