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
RIVERSEDGE ADVISORS, LLC
$618M
Top holdings
1
VANGUARD INDEX FDS
$138M
2
ISHARES TR
$90.9M
3
SPDR SERIES TRUST
$60.3M
HERITAGE WEALTH MANAGEMENT, INC.
$617M
Top holdings
1
DIMENSIONAL ETF TRUST
$205M
2
ISHARES TR
$67.5M
3
AMERICAN CENTY ETF TR
$25.5M
AFFIANCE FINANCIAL, LLC
$617M
Top holdings
1
VANGUARD INDEX FDS
$228M
2
ISHARES TR
$199M
3
VANGUARD TAX-MANAGED FDS
$33.5M
ALPHA OMEGA WEALTH MANAGEMENT LLC
$617M
Top holdings
1
SCHWAB STRATEGIC TR
$58.2M
2
J P MORGAN EXCHANGE TRADED F
$43.6M
3
VANGUARD BD INDEX FDS
$27.2M
CONSOLIDATED PLANNING CORP
$617M
Top holdings
1
T ROWE PRICE ETF INC
$64.9M
2
AMPLIFY ETF TR
$55.4M
3
AMERICAN CENTY ETF TR
$54.6M
THIRD AVENUE MANAGEMENT LLC
$616M
Top holdings
1
TIDEWATER INC NEW
$77M
2
VALARIS LTD
$49.8M
3
BOISE CASCADE CO DEL
$42.6M
TARBOX FAMILY OFFICE, INC.
$616M
Top holdings
1
ISHARES TR
$335M
2
AMERICAN CENTY ETF TR
$122M
3
VANGUARD INDEX FDS
$30.3M
RAINEY & RANDALL WEALTH ADVISORS INC.
$616M
Top holdings
1
SCHWAB STRATEGIC TR
$253M
2
DBX ETF TR
$75.4M
3
INVESCO EXCHANGE TRADED FD T
$51.6M
DYNAMIC TECHNOLOGY LAB PRIVATE LTD
$615M
Top holdings
1
ELECTRONIC ARTS INC
$14.3M
2
CLEARWATER ANALYTICS HLDGS I
$10.1M
3
TXNM ENERGY INC
$5.11M
CLEARSTEAD TRUST, LLC
$613M
Top holdings
1
ISHARES TR
$96.6M
2
INVESCO QQQ TR
$87.7M
3
PROSHARES TR
$44.8M
PRINCETON GLOBAL ASSET MANAGEMENT LLC
$613M
Top holdings
1
ISHARES TR
$47.3M
2
BROADCOM INC
$36.1M
3
TAIWAN SEMICONDUCTOR MANUFAC
$32.9M
MASON CAPITAL MANAGEMENT LLC
$613M
Top holdings
1
ATS CORPORATION
$463M
2
ENVIRI CORP
$88.2M
3
BROOKDALE SR LIVING INC
$30.6M
PROVIDENCE CAPITAL ADVISORS, LLC
$613M
Top holdings
1
ISHARES TR
$61.3M
2
APPLE INC
$21.7M
3
NVIDIA CORPORATION
$20.2M
PRINCIPAL STREET PARTNERS, LLC
$613M
Top holdings
1
ISHARES TR
$48.9M
2
STATE STR SPDR S&P 500 ETF T
$32.3M
3
ISHARES INC
$29.4M
12TH STREET ASSET MANAGEMENT COMPANY, LLC
$611M
Top holdings
1
CLEAN HARBORS INC
$58.7M
2
LKQ CORP
$40.7M
3
KIRBY CORP
$38.7M
DUDLEY & SHANLEY, INC.
$611M
Top holdings
1
WHEATON PRECIOUS METALS CORP
$60.2M
2
AMPHENOL CORP
$31.1M
3
SERVICE CORP INTL
$30.3M
VERBENA VALUE LP
$611M
Top holdings
1
GOLAR LNG LTD
$65.5M
2
CENTURI HOLDINGS INC
$51.7M
3
GFL ENVIRONMENTAL INC
$50.5M
BOSTON STANDARD WEALTH MANAGEMENT, LLC
$611M
Top holdings
1
VANGUARD INDEX FDS
$224M
2
ISHARES TR
$85.4M
3
SPDR SERIES TRUST
$84.6M
CONVERGENCE INVESTMENT PARTNERS, LLC
$611M
Top holdings
1
ALPHABET INC
$23.1M
2
NVIDIA CORPORATION
$19M
3
BROADCOM INC
$13.4M
IFG ADVISORS, LLC
$611M
Top holdings
1
ISHARES TR
$168M
2
VANGUARD INDEX FDS
$80.1M
3
STATE STR SPDR S&P 500 ETF T
$78.3M
