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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
PROFESSIONAL ADVISORY SERVICES INC
$724M
Top holdings
1
ALPHABET INC
$38.2M
2
MICROSOFT CORP
$33.9M
3
ISHARES INC
$32M
FINANCIAL ADVISORS NETWORK, INC.
$724M
Top holdings
1
ISHARES TR
$114M
2
VANGUARD BD INDEX FDS
$95.3M
3
VANGUARD INDEX FDS
$85.6M
KLAAS FINANCIAL ASSET ADVISORS, LLC
$724M
Top holdings
1
ISHARES TR
$251M
2
SPDR SERIES TRUST
$203M
3
DIMENSIONAL ETF TRUST
$135M
TLT FAMILY HOLDCO ULC
$724M
Top holdings
1
THOMSON REUTERS CORP
$387M
2
VANGUARD INDEX FDS
$171M
3
VANGUARD INTL EQUITY INDEX F
$85.8M
FENGHE FUND MANAGEMENT PTE. LTD.
$724M
Top holdings
1
MKS INC.
$105M
2
BWX TECHNOLOGIES INC
$80.4M
3
TERADYNE INC
$58.3M
VIVALDI CAPITAL MANAGEMENT LP
$723M
Top holdings
1
SCHWAB STRATEGIC TR
$71.6M
2
SPDR SERIES TRUST
$47.5M
3
ISHARES TR
$45.4M
PASADENA PRIVATE WEALTH, LLC
$723M
Top holdings
1
VANGUARD INDEX FDS
$205M
2
VANGUARD INTL EQUITY INDEX F
$48M
3
SCHWAB STRATEGIC TR
$37.2M
UNIQUE WEALTH, LLC
$723M
Top holdings
1
ISHARES TR
$309M
2
J P MORGAN EXCHANGE TRADED F
$53.7M
3
BLACKROCK ETF TRUST
$48.3M
APOLLON FINANCIAL, LLC
$723M
Top holdings
1
ISHARES TR
$132M
2
SELECT SECTOR SPDR TR
$55.5M
3
NVIDIA CORPORATION
$35.7M
ZEVIN ASSET MANAGEMENT LLC
$723M
Top holdings
1
ISHARES TR
$47M
2
ALPHABET INC
$43.9M
3
APPLE INC
$31.3M
ZWEIG-DIMENNA ASSOCIATES LLC
$722M
Top holdings
1
AMAZON COM INC
$74.9M
2
GENEDX HOLDINGS CORP
$47.5M
3
APPLOVIN CORP
$38.2M
MECHANICS BANK TRUST DEPARTMENT
$722M
Top holdings
1
ISHARES TR
$91.7M
2
ALPHABET INC
$38.8M
3
STATE STR SPDR S&P 500 ETF T
$36.5M
FCPM III SERVICES B.V.
$722M
Top holdings
1
NEWAMSTERDAM PHARMA COMPANY
$294M
2
DYNE THERAPEUTICS INC
$84.2M
3
VOR BIOPHARMA INC
$73.5M
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT INC.
$721M
Top holdings
1
VANGUARD INDEX FDS
$183M
2
ISHARES TR
$141M
3
VANGUARD WHITEHALL FDS
$58.2M
FINANCIAL ADVISORY CORP
$720M
Top holdings
1
ISHARES TR
$500M
2
VANGUARD INDEX FDS
$118M
3
VANGUARD TAX-MANAGED FDS
$48.7M
FAGAN ASSOCIATES, INC.
$719M
Top holdings
1
ALPHABET INC
$68.4M
2
J P MORGAN EXCHANGE TRADED F
$60.8M
3
ISHARES TR
$45.9M
ELLEVEST, INC.
$719M
Top holdings
1
VANGUARD INDEX FDS
$112M
2
ISHARES TR
$102M
3
EA SERIES TRUST
$56.6M
SUMMIT ASSET MANAGEMENT, LLC
$719M
Top holdings
1
SCHWAB STRATEGIC TR
$244M
2
ISHARES TR
$183M
3
VANECK ETF TRUST
$37.4M
PHYSICIAN WEALTH ADVISORS, INC.
$719M
Top holdings
1
ISHARES TR
$298M
2
DIMENSIONAL ETF TRUST
$108M
3
SPDR SERIES TRUST
$51.9M
KADENSA CAPITAL LTD
$718M
Top holdings
1
NVIDIA CORPORATION
$86.2M
2
TAIWAN SEMICONDUCTOR MANUFAC
$53.2M
3
TESLA INC
$50.2M
