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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
ROYAL FUND MANAGEMENT, LLC
$1.05B
Top holdings
1
ISHARES TR
$156M
2
VANGUARD INDEX FDS
$54.9M
3
VANGUARD WORLD FD
$51.9M
TRUST CO OF TOLEDO NA
$1.05B
Top holdings
1
APPLE INC
$64.7M
2
MICROSOFT CORP
$61.8M
3
ALPHABET INC
$56.5M
ELEMENT CAPITAL MANAGEMENT LLC
$1.05B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$488M
2
META PLATFORMS INC
$80.1M
3
QNITY ELECTRONICS INC
$68.1M
SYNTEGRA PRIVATE WEALTH GROUP, LLC
$1.05B
Top holdings
1
SPDR SERIES TRUST
$408M
2
FIDELITY COVINGTON TRUST
$135M
3
J P MORGAN EXCHANGE TRADED F
$112M
NEMES RUSH GROUP LLC
$1.05B
Top holdings
1
BONDBLOXX ETF TRUST
$63.9M
2
APPLE INC
$51.6M
3
BROADCOM INC
$47.8M
HORAN WEALTH, LLC
$1.05B
Top holdings
1
ISHARES TR
$439M
2
SCHWAB STRATEGIC TR
$54.5M
3
AMERICAN CENTY ETF TR
$38.6M
L2 ASSET MANAGEMENT, LLC
$1.05B
Top holdings
1
SCHWAB STRATEGIC TR
$145M
2
ISHARES TR
$98.1M
3
SIMPLIFY EXCHANGE TRADED FUN
$27.6M
SPIREPOINT PRIVATE CLIENT, LLC
$1.05B
Top holdings
1
UNITED PARCEL SVCS INC
$101M
2
APPLE INC
$43.7M
3
VANGUARD INDEX FDS
$35.3M
MOODY NATIONAL BANK TRUST DIVISION
$1.05B
Top holdings
1
VANGUARD INDEX FDS
$117M
2
VANGUARD TAX-MANAGED FDS
$71.2M
3
ISHARES TR
$70.2M
LVW ADVISORS, LLC
$1.05B
Top holdings
1
SCHWAB STRATEGIC TR
$114M
2
ISHARES TR
$93.3M
3
SPDR SERIES TRUST
$91M
COMPASS ION ADVISORS, LLC
$1.05B
Top holdings
1
ISHARES TR
$245M
2
VANGUARD INDEX FDS
$194M
3
ETF SER SOLUTIONS
$67.5M
TRUE PRIVATE WEALTH ADVISORS
$1.05B
Top holdings
1
ISHARES TR
$458M
2
ISHARES INC
$54.8M
3
INVESCO EXCHANGE TRADED FD T
$38.6M
ASSET ADVISORS INVESTMENT MANAGEMENT, LLC
$1.05B
Top holdings
1
SCHWAB STRATEGIC TR
$149M
2
ISHARES TR
$124M
3
SELECT SECTOR SPDR TR
$117M
APRIEM ADVISORS
$1.05B
Top holdings
1
SCHWAB STRATEGIC TR
$232M
2
VANGUARD WORLD FD
$69.4M
3
VANGUARD BD INDEX FDS
$68.9M
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
$1.05B
Top holdings
1
VANGUARD INDEX FDS
$371M
2
ISHARES TR
$307M
3
SCHWAB STRATEGIC TR
$64.6M
AMERICAN NATIONAL BANK & TRUST
$1.05B
Top holdings
1
GOLDMAN SACHS ETF TR
$89.7M
2
ALPHABET INC
$72.3M
3
APPLE INC
$49.3M
LONG POND CAPITAL, LP
$1.05B
Top holdings
1
INDEPENDENCE RLTY TR INC
$85.3M
2
JANUS LIVING INC
$77.5M
3
SBA COMMUNICATIONS CORP
$68.8M
WAYCROSS PARTNERS, LLC
$1.05B
Top holdings
1
NVIDIA CORPORATION
$81.3M
2
ALPHABET INC
$72.2M
3
MICROSOFT CORP
$63.4M
RANDOLPH CO INC
$1.05B
Top holdings
1
BROADCOM INC
$91.9M
2
NEWMONT CORP
$53M
3
ISHARES TR
$50.8M
HUDSON WAY CAPITAL MANAGEMENT LLC
$1.05B
Top holdings
1
KKR & CO INC
$144M
2
VISA INC
$101M
3
SOMNIGROUP INTERNATIONAL INC
$94.9M
