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
ASPIRE CAPITAL ADVISORS LLC
$444M
Top holdings
1
ISHARES TR
$61.3M
2
VANGUARD INDEX FDS
$53.4M
3
SCHWAB STRATEGIC TR
$35.9M
AUGUSTINE ASSET MANAGEMENT INC
$444M
Top holdings
1
APPLOVIN CORP
$106M
2
KODIAK GAS SVCS INC
$35.5M
3
APPLE INC
$35.2M
ASPIRE PRIVATE CAPITAL, LLC
$443M
Top holdings
1
SPDR SERIES TRUST
$74.2M
2
VANGUARD INDEX FDS
$44.5M
3
SSGA ACTIVE TR
$35.6M
ALMITAS CAPITAL LLC
$443M
Top holdings
1
FIDELITY WISE ORIGIN BITCOIN
$90.7M
2
BLACKROCK MUN TARGET TERM TR
$33.7M
3
ASA GOLD AND PRECIOUS MTLS L
$32.6M
AUSTIN WEALTH MANAGEMENT, LLC
$440M
Top holdings
1
DIMENSIONAL ETF TRUST
$141M
2
AMERICAN CENTY ETF TR
$55.8M
3
PIMCO EQUITY SER
$40.5M
ABOUND WEALTH MANAGEMENT
$440M
Top holdings
1
ISHARES TR
$157M
2
VANGUARD INDEX FDS
$84.3M
3
VANGUARD TAX-MANAGED FDS
$33.5M
ANCHORAGE CAPITAL GROUP, L.L.C.
$436M
Top holdings
1
EQUIPMENTSHARE COM INC
$362M
2
SENTINELONE INC
$63.6M
3
GINKGO BIOWORKS HOLDINGS INC
$10.7M
APEIRON RIA LLC
$431M
Top holdings
1
ISHARES TR
$134M
2
AMERICAN CENTY ETF TR
$41.7M
3
BLACKROCK ETF TRUST
$26.2M
ASHFORD ADVISORS, LLC
$429M
Top holdings
1
ISHARES TR
$261M
2
SCHWAB STRATEGIC TR
$99.2M
3
VANGUARD INDEX FDS
$51.7M
ALL TERRAIN FINANCIAL ADVISORS, LLC
$425M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
ISHARES TR
$84.4M
3
LOWES COS INC
$28.3M
ATLAS PRIVATE WEALTH ADVISORS
$425M
Top holdings
1
SPDR SERIES TRUST
$95.3M
2
ISHARES TR
$74.2M
3
SPDR INDEX SHS FDS
$50.2M
AMJ FINANCIAL WEALTH MANAGEMENT
$424M
Top holdings
1
ISHARES TR
$44.1M
2
INVESCO EXCH TRD SLF IDX FD
$33.7M
3
PGIM ETF TR
$32.8M
ARCHPOINT INVESTORS
$420M
Top holdings
1
ALPHABET INC
$96.9M
2
VANGUARD INDEX FDS
$48.5M
3
AMAZON COM INC
$28.8M
ALIGHT CAPITAL MANAGEMENT LP
$417M
Top holdings
1
APPLE INC
$38.7M
2
INVESCO QQQ TR
$28.9M
3
NVIDIA CORPORATION
$25.3M
ALPINE WOODS CAPITAL INVESTORS, LLC
$417M
Top holdings
1
NVIDIA CORPORATION
$31.8M
2
BROADCOM INC
$15.6M
3
WELLS FARGO & CO
$13.9M
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC
$407M
Top holdings
1
ISHARES TR
$83.8M
2
ISHARES INC
$26.5M
3
JANUS DETROIT STR TR
$23.6M
ASPEN CAPITAL MANAGEMENT, LLC
$404M
Top holdings
1
DIMENSIONAL ETF TRUST
$282M
2
ISHARES TR
$65.4M
3
US BANCORP
$11.2M
ALPINE INVESTMENT MANAGEMENT LTD
$401M
Top holdings
1
ALIBABA GROUP HLDG LTD
$132M
2
FULL TRUCK ALLIANCE CO LTD
$91.7M
3
PDD HOLDINGS INC
$86.3M
ASTORIA STRATEGIC WEALTH, INC.
$394M
Top holdings
1
ISHARES TR
$145M
2
VANGUARD INDEX FDS
$131M
3
VANGUARD BD INDEX FDS
$38M
ARJUNA CAPITAL
$393M
Top holdings
1
ISHARES TR
$43.4M
2
APPLE INC
$28.6M
3
ALPHABET INC
$27.3M
