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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
ARCADIA INVESTMENT ADVISORS LLC
$212M
Top holdings
1
ISHARES TR
$95.3M
2
SCHWAB STRATEGIC TR
$49M
3
VANGUARD INDEX FDS
$39.9M
AVID WEALTH PARTNERS LLC
$212M
Top holdings
1
ISHARES TR
$54.5M
2
BLACKROCK ETF TRUST
$37.9M
3
GLOBAL X FDS
$16.9M
A&I FINANCIAL SERVICES, LLC
$211M
Top holdings
1
ISHARES TR
$56.2M
2
TOUCHSTONE ETF TRUST
$29.6M
3
2023 ETF SERIES TRUST
$16.4M
ADALTA CAPITAL MANAGEMENT LLC
$209M
Top holdings
1
ALPHABET INC
$14.6M
2
MICROSOFT CORP
$14.6M
3
JPMORGAN CHASE & CO
$14M
ALLODIUM INVESTMENT CONSULTANTS, LLC
$209M
Top holdings
1
DIMENSIONAL ETF TRUST
$112M
2
AMERICAN CENTY ETF TR
$24.5M
3
ISHARES TR
$16.9M
ADE, LLC
$209M
Top holdings
1
ISHARES TR
$53.5M
2
VANGUARD INDEX FDS
$35.1M
3
T ROWE PRICE ETF INC
$21.5M
AMERICAN STATE BANK IOWA
$208M
Top holdings
1
ISHARES TR
$45.2M
2
NVIDIA CORPORATION
$19.5M
3
INVESCO QQQ TR
$8.91M
ACCENT CAPITAL MANAGEMENT, LLC
$206M
Top holdings
1
ALPHABET INC
$25.2M
2
NVIDIA CORPORATION
$24.7M
3
APPLE INC
$23.9M
ALL-STARS INVESTMENT LTD
$206M
Top holdings
1
FULL TRUCK ALLIANCE CO LTD
$183M
2
ISHARES BITCOIN TRUST ETF
$13.1M
3
ISHARES ETHEREUM TR
$7.01M
ALPHA FAMILY TRUST
$206M
Top holdings
1
NVIDIA CORPORATION
$19.8M
2
APPLE INC
$15.4M
3
ALPHABET INC
$15.1M
AMERICAN FINANCIAL & TAX STRATEGIES INC
$206M
Top holdings
1
ISHARES TR
$25.7M
2
SPDR SERIES TRUST
$21.1M
3
WISDOMTREE TR
$19.4M
APRICUS WEALTH, LLC
$205M
Top holdings
1
CHEVRON CORPORATION
$7.15M
2
BUNGE GLOBAL SA
$6.4M
3
STATE STR CORP
$4.96M
ALETHEIAN WEALTH ADVISORS LLC
$205M
Top holdings
1
ISHARES TR
$55.9M
2
VANGUARD BD INDEX FDS
$28M
3
VANGUARD TAX-MANAGED FDS
$20.9M
AUFMAN ASSOCIATES INC
$204M
Top holdings
1
VANGUARD INDEX FDS
$81.7M
2
VANGUARD TAX-MANAGED FDS
$32.5M
3
SEAGATE TECHNOLOGY HLDNGS PL
$25.7M
AVONDALE WEALTH MANAGEMENT
$203M
Top holdings
1
ISHARES TR
$69.2M
2
DIMENSIONAL ETF TRUST
$24.4M
3
INVESCO QQQ TR
$19.1M
ARTA FINANCE WEALTH MANAGEMENT LLC
$202M
Top holdings
1
SELECT SECTOR SPDR TR
$29.3M
2
SPDR SERIES TRUST
$18M
3
WISDOMTREE TR
$16M
ARWA LLC
$202M
Top holdings
1
ISHARES TR
$30.4M
2
BERKSHIRE HATHAWAY INC DEL
$17.9M
3
SPDR SERIES TRUST
$17.1M
ATEGRA CAPITAL MANAGEMENT, LLC
$201M
Top holdings
1
TRUIST FINL CORP
$22.8M
2
INVESCO QQQ TR
$20.7M
3
FINANCIAL INSTITUTIONS INC
$17.9M
AUSBIL INVESTMENT MANAGEMENT LTD
$201M
Top holdings
1
H2O AMERICA
$14.3M
2
NEXTERA ENERGY INC
$13.1M
3
CSX CORP
$10.8M
AGP FRANKLIN, LLC
$200M
Top holdings
1
NVIDIA CORPORATION
$13.1M
2
AMAZON COM INC
$11.7M
3
PALANTIR TECHNOLOGIES INC
$11.6M
