Trending
Tree map
Stacked
Scatter
Network
Map
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
RMR WEALTH BUILDERS
$1.27B
Top holdings
1
VANGUARD INDEX FDS
$350M
2
ISHARES TR
$281M
3
NORTHERN LTS FD TR II
$52.8M
SUMMIT FINANCIAL STRATEGIES, INC.
$1.27B
Top holdings
1
DIMENSIONAL ETF TRUST
$285M
2
ISHARES TR
$244M
3
SCHWAB STRATEGIC TR
$151M
P/E GLOBAL, LLC.
$1.27B
Top holdings
1
ISHARES TR
$696M
2
VANGUARD INDEX FDS
$511M
3
VANGUARD CHARLOTTE FDS
$46.7M
PPSC INVESTMENT SERVICE CORP
$1.27B
Top holdings
1
DIREXION SHARES ETF TRUST
$479M
2
SPDR GOLD TR
$336M
3
STATE STR SPDR S&P 500 ETF T
$223M
TEILINGER CAPITAL LTD.
$1.27B
Top holdings
1
ALIBABA GROUP HLDG LTD
$543M
2
SANDISK CORP
$343M
3
BLOOM ENERGY CORP
$121M
CGN ADVISORS LLC
$1.27B
Top holdings
1
SPDR SERIES TRUST
$178M
2
J P MORGAN EXCHANGE TRADED F
$152M
3
ISHARES TR
$95.5M
GEMMER ASSET MANAGEMENT LLC
$1.27B
Top holdings
1
SCHWAB STRATEGIC TR
$555M
2
VANGUARD BD INDEX FDS
$81.2M
3
DIMENSIONAL ETF TRUST
$75.3M
NOVARE CAPITAL MANAGEMENT LLC
$1.26B
Top holdings
1
ISHARES TR
$97M
2
SELECT SECTOR SPDR TR
$76.8M
3
STATE STR SPDR S&P 500 ETF T
$68M
TRIAD WEALTH PARTNERS, LLC
$1.26B
Top holdings
1
ISHARES TR
$274M
2
BLACKROCK ETF TRUST
$121M
3
INNOVATOR ETFS TRUST
$69.6M
TWEEDY, BROWNE CO LLC
$1.26B
Top holdings
1
CNH INDL N V
$222M
2
IONIS PHARMACEUTICALS INC
$171M
3
BERKSHIRE HATHAWAY INC DEL
$150M
NIXON PEABODY TRUST CO
$1.26B
Top holdings
1
ISHARES TR
$226M
2
AMERICAN CENTY ETF TR
$85.1M
3
ALPHABET INC
$65.7M
UNITED ASSET STRATEGIES, INC.
$1.26B
Top holdings
1
NVIDIA CORPORATION
$68.4M
2
SELECT SECTOR SPDR TR
$65.2M
3
ALPHABET INC
$61.6M
HARVEY PARTNERS, LLC
$1.26B
Top holdings
1
ADEIA INC
$66.2M
2
ENPRO INC
$63.5M
3
MKS INC.
$55.9M
DORSEY ASSET MANAGEMENT, LLC
$1.26B
Top holdings
1
ASML HLDG NV
$185M
2
AERCAP HOLDINGS NV
$154M
3
SUNBELT RENTALS HOLDINGS INC
$144M
TOMPKINS FINANCIAL CORP
$1.26B
Top holdings
1
ISHARES TR
$193M
2
TOMPKINS FINL CORP
$88.2M
3
VANGUARD SCOTTSDALE FDS
$86.7M
PERENNIAL INVESTMENT ADVISORS, LLC
$1.26B
Top holdings
1
SPDR SERIES TRUST
$201M
2
ISHARES TR
$177M
3
INVESCO EXCHANGE TRADED FD T
$69.3M
DUNDAS PARTNERS LLP
$1.25B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$93M
2
APPLIED MATLS INC
$89.9M
3
ALPHABET INC
$83.2M
TEEWINOT CAPITAL ADVISERS, L.L.C.
$1.25B
Top holdings
1
AMAZON COM INC
$112M
2
ELI LILLY & CO
$105M
3
NETFLIX INC.
$98.6M
BANGOR SAVINGS BANK
$1.25B
Top holdings
1
ISHARES TR
$538M
2
SCHWAB STRATEGIC TR
$201M
3
VANGUARD SCOTTSDALE FDS
$127M
CARDIFF PARK ADVISORS, LLC
$1.25B
Top holdings
1
DIMENSIONAL ETF TRUST
$352M
2
VANGUARD INDEX FDS
$241M
3
META PLATFORMS INC
$104M
