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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
ACCRETIVE WEALTH PARTNERS, LLC
$356M
Top holdings
1
ISHARES TR
$108M
2
VANGUARD SPECIALIZED FUNDS
$16.4M
3
APPLE INC
$16M
AVALON CAPITAL MANAGEMENT
$354M
Top holdings
1
VANECK ETF TRUST
$59.9M
2
ALPHABET INC
$57.5M
3
ISHARES TR
$19.3M
ACORN CAPITAL ADVISORS, LLC
$352M
Top holdings
1
TERNS PHARMACEUTICALS INC
$92.1M
2
CG ONCOLOGY INC
$76.6M
3
UROGEN PHARMA LTD
$30.1M
ALAETHES WEALTH LLC
$351M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$37M
2
VANGUARD MALVERN FDS
$32M
3
APPLE INC
$13.4M
ARGOS WEALTH ADVISORS, LLC
$348M
Top holdings
1
WORLD GOLD TR
$72.3M
2
ISHARES GOLD TR
$37.9M
3
SPDR GOLD TR
$28.9M
AIKYA INVESTMENT MANAGEMENT LTD
$345M
Top holdings
1
EPAM SYS INC
$123M
2
DR REDDYS LABS LTD
$111M
3
HDFC BANK LTD
$103M
ACORN WEALTH ADVISORS, LLC
$343M
Top holdings
1
DIMENSIONAL ETF TRUST
$61.1M
2
SCHWAB STRATEGIC TR
$28.8M
3
VANGUARD BD INDEX FDS
$21.9M
ATLAS WEALTH LLC
$334M
Top holdings
1
U.S. BANCORP PFD B
$26.3M
2
APPLE INC
$19.8M
3
VICTORY PORTFOLIOS II
$19.3M
AURDAN CAPITAL MANAGEMENT, LLC
$333M
Top holdings
1
ISHARES TR
$76.1M
2
VANGUARD SPECIALIZED FUNDS
$42.9M
3
VANGUARD INDEX FDS
$21.5M
ATLAS BROWN,INC.
$332M
Top holdings
1
ISHARES TR
$45.8M
2
NVIDIA CORPORATION
$22.1M
3
APPLE INC
$17.3M
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
$331M
Top holdings
1
ALPHABET INC
$19.7M
2
APPLE INC
$18.1M
3
NVIDIA CORPORATION
$14.8M
ASPIRING VENTURES, LLC
$330M
Top holdings
1
TESLA INC
$185M
2
STRATEGY INC
$29.7M
3
NVIDIA CORPORATION
$27.7M
ANCHYRA PARTNERS LLC
$330M
Top holdings
1
PRICE T ROWE GROUP INC
$41.7M
2
NVIDIA CORPORATION
$22.2M
3
ISHARES TR
$18M
AFT, FORSYTH & SOBER, LLC
$328M
Top holdings
1
INVESCO QQQ TR
$38.7M
2
NVIDIA CORPORATION
$33.3M
3
STATE STR SPDR S&P 500 ETF T
$32.1M
ASPEN INVESTMENT MANAGEMENT INC
$327M
Top holdings
1
ISHARES TR
$50.4M
2
STATE STR SPDR S&P 500 ETF T
$23.4M
3
INVESCO EXCHANGE TRADED FD T
$13.1M
ALPHA FINANCIAL ADVISORS, LLC
$326M
Top holdings
1
DIMENSIONAL ETF TRUST
$194M
2
T ROWE PRICE ETF INC
$32.9M
3
AMERICAN CENTY ETF TR
$22.8M
AIMZ INVESTMENT ADVISORS, LLC
$324M
Top holdings
1
ALPHABET INC
$23.6M
2
APPLE INC
$23M
3
META PLATFORMS INC
$14.3M
ACIMA PRIVATE WEALTH, LLC
$319M
Top holdings
1
ISHARES TR
$89.3M
2
J P MORGAN EXCHANGE TRADED F
$29.8M
3
ISHARES INC
$25M
AUOUR INVESTMENTS LLC
$318M
Top holdings
1
SPDR SERIES TRUST
$131M
2
ISHARES TR
$37.2M
3
SPDR INDEX SHS FDS
$33.5M
ASCENSION CAPITAL ADVISORS, INC.
$318M
Top holdings
1
SCHWAB STRATEGIC TR
$79.6M
2
FEDERATED HERMES ETF TRUST
$40.2M
3
FIRST TR EXCHANGE TRADED FD
$40M
