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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
DRUCKER WEALTH 3.0, LLC
$573M
Top holdings
1
VANGUARD INDEX FDS
$112M
2
ISHARES TR
$38.5M
3
PACER FDS TR
$22.4M
IRONWOOD FINANCIAL, LLC
$573M
Top holdings
1
ISHARES TR
$296M
2
INVESCO EXCH TRD SLF IDX FD
$52.6M
3
VANGUARD INDEX FDS
$39.9M
EAGLE HEALTH INVESTMENTS LP
$572M
Top holdings
1
SPDR SERIES TRUST
$93.2M
2
ARGENX SE
$55.7M
3
ICON PLC
$39.7M
NORDWAND ADVISORS, LLC
$572M
Top holdings
1
ISHARES TR
$36.9M
2
VANGUARD INDEX FDS
$28.7M
3
BROADCOM INC
$24.9M
FOX RUN MANAGEMENT, L.L.C.
$572M
Top holdings
1
SELECT SECTOR SPDR TR
$10.6M
2
CUMMINS INC
$2.64M
3
SMUCKER J M CO
$2.63M
MCLEAN ASSET MANAGEMENT CORP
$572M
Top holdings
1
AMERICAN CENTY ETF TR
$191M
2
DIMENSIONAL ETF TRUST
$158M
3
ISHARES TR
$40.9M
MARBLE WEALTH, LLC
$571M
Top holdings
1
ISHARES TR
$99.9M
2
VANGUARD INDEX FDS
$53.9M
3
APPLE INC
$24.7M
BLACK SWIFT GROUP, LLC
$571M
Top holdings
1
SPDR SERIES TRUST
$107M
2
ISHARES TR
$54.5M
3
STATE STR SPDR S&P 500 ETF T
$54.2M
RPTC INC.
$571M
Top holdings
1
SCHWAB CHARLES CORP
$331M
2
ISHARES TR
$177M
3
VANGUARD TAX-MANAGED FDS
$39.4M
XXEC, INC.
$571M
Top holdings
1
MASTERCARD INCORPORATED
$57.8M
2
MICROSOFT CORP
$47.2M
3
UNIVERSAL DISPLAY CORP
$45.6M
TULSA WEALTH ADVISORS, INC
$570M
Top holdings
1
ISHARES TR
$105M
2
INVESCO EXCHANGE TRADED FD T
$82.3M
3
BLACKROCK ETF TRUST
$46.8M
PERSHING SQUARE HOLDCO, L.P.
$569M
Top holdings
1
HOWARD HUGHES HOLDINGS INC
$569M
RAM INVESTMENT PARTNERS, LLC
$569M
Top holdings
1
DIMENSIONAL ETF TRUST
$371M
2
PIMCO ETF TR
$51.3M
3
MICROSOFT CORP
$42.4M
ACTIVEST WEALTH MANAGEMENT
$569M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$111M
2
INVESCO QQQ TR
$63.6M
3
INVESCO EXCHANGE TRADED FD T
$56.8M
NEW WORLD ADVISORS LLC
$569M
Top holdings
1
TJX COS INC NEW
$444M
2
ISHARES TR
$63.8M
3
APPLE INC
$8.33M
CHEMISTRY WEALTH MANAGEMENT LLC
$569M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$64.1M
2
BERKSHIRE HATHAWAY INC DEL
$54.4M
3
PROFESIONALLY MANAGED PORTFO
$47.1M
COMMUNITY FINANCIAL SERVICES GROUP, LLC
$568M
Top holdings
1
ISHARES TR
$74.2M
2
EXXON MOBIL CORP
$28.2M
3
MICROSOFT CORP
$27M
ASK CAPITAL MANAGEMENT, LLC
$568M
Top holdings
1
BROADCOM INC
$560M
2
AIRBNB INC
$7.61M
3
FIRST ADVANTAGE CORP NEW
$184k
BROAD RUN INVESTMENT MANAGEMENT, LLC
$568M
Top holdings
1
AST SPACEMOBILE INC
$121M
2
APPLIED MATLS INC
$50.7M
3
BROOKFIELD CORP
$49M
NEW HARBOR FINANCIAL GROUP, LLC
$567M
Top holdings
1
ISHARES TR
$177M
2
SPDR SERIES TRUST
$87.9M
3
SELECT SECTOR SPDR TR
$57.6M
