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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
MAIA WEALTH LLC
$591M
Top holdings
1
ISHARES TR
$93.7M
2
FIRST TR EXCHNG TRADED FD VI
$48.3M
3
SCHWAB STRATEGIC TR
$36.4M
DEER PARK ROAD CORP
$591M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$325M
2
ISHARES TR
$186M
3
INVESCO QQQ TR
$57.7M
SEABRIDGE INVESTMENT ADVISORS LLC
$591M
Top holdings
1
ISHARES TR
$68.4M
2
JANUS DETROIT STR TR
$31.2M
3
SPDR SERIES TRUST
$30.3M
BECK BODE, LLC
$591M
Top holdings
1
NVIDIA CORPORATION
$28.4M
2
TARGET CORP
$23.5M
3
CARDINAL HEALTH INC
$23M
CATALYST FUNDS MANAGEMENT PTY LTD
$591M
Top holdings
1
APPLE INC
$18M
2
RIO TINTO PLC
$16.4M
3
ARM HOLDINGS PLC
$13.6M
BELLWETHER ADVISORS, LLC
$590M
Top holdings
1
SELECT SECTOR SPDR TR
$208M
2
ISHARES TR
$92.2M
3
INNOVATOR ETFS TRUST
$77.4M
FOURTHSTONE LLC
$590M
Top holdings
1
COLONY BANKCORP INC
$41.2M
2
CARTER BANKSHARES INC
$35M
3
COMMUNITY WEST BANCSHARES NE
$31.7M
RITTER DANIHER FINANCIAL ADVISORY LLC DE
$589M
Top holdings
1
ISHARES TR
$238M
2
PIMCO ETF TR
$45.9M
3
AMERICAN CENTY ETF TR
$34.1M
ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC
$589M
Top holdings
1
VANGUARD INDEX FDS
$117M
2
VANGUARD TAX-MANAGED FDS
$89.6M
3
AMERICAN CENTY ETF TR
$72.9M
WEST FINANCIAL ADVISORS, LLC
$589M
Top holdings
1
VANGUARD INDEX FDS
$115M
2
DIMENSIONAL ETF TRUST
$74.5M
3
ISHARES TR
$73.5M
PATTON FUND MANAGEMENT, INC.
$589M
Top holdings
1
ISHARES TR
$102M
2
INVESCO EXCHANGE TRADED FD T
$27.5M
3
VANGUARD INTL EQUITY INDEX F
$19.9M
BLUME CAPITAL MANAGEMENT, INC.
$588M
Top holdings
1
DIMENSIONAL ETF TRUST
$70.2M
2
ALPHABET INC
$38.5M
3
APPLE INC
$25.5M
CANVAS WEALTH ADVISORS, LLC
$588M
Top holdings
1
ISHARES TR
$91.9M
2
CUSTOM TRUCK ONE SOURCE INC
$46.1M
3
ALPHABET INC
$36.9M
DIADEMA PARTNERS LP
$588M
Top holdings
1
UNITED THERAPEUTICS CORP DEL
$51.9M
2
VERTEX PHARMACEUTICALS INC
$43.3M
3
VIKING THERAPEUTICS INC
$38.5M
MARTEL WEALTH ADVISORS INC
$587M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
VANGUARD MALVERN FDS
$122M
3
VANGUARD WHITEHALL FDS
$109M
MARTIN & CO INC
$587M
Top holdings
1
ISHARES TR
$179M
2
SELECT SECTOR SPDR TR
$109M
3
VANGUARD INTL EQUITY INDEX F
$17.1M
PREMIER FINANCIAL GROUP
$587M
Top holdings
1
DIMENSIONAL ETF TRUST
$581M
2
SPDR GOLD TR
$2.23M
3
ISHARES TR
$1.11M
PERENNIAL ADVISORS, LLC
$587M
Top holdings
1
APPLE INC
$31.1M
2
ALPHABET INC
$28.7M
3
MICROSOFT CORP
$27.9M
FREC MARKETS, INC.
$587M
Top holdings
1
NVIDIA CORPORATION
$40.9M
2
APPLE INC
$38.7M
3
ALPHABET INC
$24.3M
BRADY MARTZ WEALTH SOLUTIONS, LLC
$587M
Top holdings
1
ISHARES TR
$104M
2
SCHWAB STRATEGIC TR
$88.3M
3
DIMENSIONAL ETF TRUST
$72.4M
