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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
SYNERGY ASSET MANAGEMENT, LLC
$942M
Top holdings
1
SPDR SERIES TRUST
$97.9M
2
ISHARES TR
$69M
3
MICROSOFT CORP
$53.2M
LEUTHOLD GROUP, LLC
$939M
Top holdings
1
ISHARES TR
$70.9M
2
SPDR SERIES TRUST
$41.4M
3
DIREXION SHARES ETF TRUST
$30.6M
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
$938M
Top holdings
1
NVIDIA CORPORATION
$129M
2
ISHARES TR
$40.6M
3
INVESCO EXCHANGE TRADED FD T
$40.4M
PORTLAND GLOBAL ADVISORS LLC
$938M
Top holdings
1
ISHARES TR
$271M
2
SPDR SERIES TRUST
$95M
3
VANGUARD SCOTTSDALE FDS
$90.7M
COMPASS FINANCIAL GROUP, INC
$937M
Top holdings
1
VANGUARD WORLD FD
$260M
2
VANGUARD INDEX FDS
$167M
3
SCHWAB STRATEGIC TR
$150M
COLUMBUS MACRO, LLC
$936M
Top holdings
1
ISHARES TR
$146M
2
SCHWAB STRATEGIC TR
$53M
3
DBX ETF TR
$38.1M
BATH SAVINGS TRUST CO
$936M
Top holdings
1
APPLE INC
$68.1M
2
TJX COS INC NEW
$61.8M
3
ALPHABET INC
$56.5M
NEWTYN MANAGEMENT, LLC
$936M
Top holdings
1
ENVIRI CORP
$108M
2
THERAVANCE BIOPHARMA INC
$78.6M
3
QUIDELORTHO CORP
$74.9M
PRIVATE WEALTH ASSET MANAGEMENT, LLC
$935M
Top holdings
1
ISHARES TR
$332M
2
ISHARES INC
$60.6M
3
VANGUARD INDEX FDS
$32.1M
SEACREST WEALTH MANAGEMENT, LLC
$935M
Top holdings
1
ALPHABET INC
$83.7M
2
APPLE INC
$74.6M
3
SCHWAB STRATEGIC TR
$50.4M
ALTFEST L J & CO INC
$935M
Top holdings
1
ISHARES TR
$88M
2
SPDR SERIES TRUST
$56.2M
3
VANGUARD MALVERN FDS
$50.2M
NETEASE, INC.
$934M
Top holdings
1
PDD HOLDINGS INC
$906M
2
YOUDAO INC
$28.5M
MASSAR CAPITAL MANAGEMENT, LP
$934M
Top holdings
1
SPDR SERIES TRUST
$182M
2
INVESCO QQQ TR
$76.4M
3
ISHARES TR
$68.3M
TAMAR SECURITIES, LLC
$934M
Top holdings
1
SELECT SECTOR SPDR TR
$81.1M
2
ALPHABET INC
$55.6M
3
INTERNATIONAL BANCSHARES COR
$50.9M
TRITONPOINT WEALTH, LLC
$934M
Top holdings
1
APPLE INC
$84.5M
2
VANGUARD INDEX FDS
$73.9M
3
ALPHABET INC
$72.9M
FINANCIAL PLAN, INC.
$933M
Top holdings
1
DIMENSIONAL ETF TRUST
$391M
2
AMERICAN CENTY ETF TR
$385M
3
SPDR SERIES TRUST
$34.7M
MOISAND FITZGERALD TAMAYO, LLC
$931M
Top holdings
1
DIMENSIONAL ETF TRUST
$329M
2
AMERICAN CENTY ETF TR
$257M
3
SCHWAB STRATEGIC TR
$214M
GREENLINE PARTNERS, LLC
$930M
Top holdings
1
VANGUARD INDEX FDS
$83.5M
2
AMERICAN CENTY ETF TR
$77.2M
3
VANGUARD INTL EQUITY INDEX F
$68.7M
ONYX BRIDGE WEALTH GROUP LLC
$930M
Top holdings
1
ISHARES TR
$185M
2
SELECT SECTOR SPDR TR
$55.2M
3
VANGUARD INDEX FDS
$41.6M
OPUS CAPITAL GROUP, LLC
$930M
Top holdings
1
ISHARES TR
$209M
2
VANGUARD INDEX FDS
$163M
3
VANGUARD SCOTTSDALE FDS
$104M
