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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
ALM FIRST FINANCIAL ADVISORS, LLC
$557M
Top holdings
1
CAMBRIA ETF TR
$255M
2
VANGUARD INDEX FDS
$150M
3
VANGUARD BD INDEX FDS
$45M
CANDER ASSET MANAGEMENT LP
$557M
Top holdings
1
VISA INC
$35.7M
2
CAPITAL ONE FINL CORP
$35.3M
3
LPL FINL HLDGS INC
$28.7M
MARINO, STRAM & ASSOCIATES LLC
$557M
Top holdings
1
ISHARES TR
$141M
2
VANGUARD INDEX FDS
$88.8M
3
VANGUARD WHITEHALL FDS
$86.2M
NARIA INC.
$556M
Top holdings
1
GOLAR LNG LTD
$556M
THREE ARCH WEALTH MANAGEMENT LLC
$556M
Top holdings
1
DIMENSIONAL ETF TRUST
$359M
2
AMERICAN CENTY ETF TR
$153M
3
SPDR SERIES TRUST
$15.2M
TLWM
$555M
Top holdings
1
ISHARES TR
$179M
2
INVESCO EXCH TRD SLF IDX FD
$154M
3
STATE STR SPDR S&P 500 ETF T
$112M
HEIRLOOM WEALTH MANAGEMENT
$555M
Top holdings
1
PIMCO ETF TR
$102M
2
ALPHABET INC
$29.4M
3
NVIDIA CORPORATION
$29.4M
CHILDRESS CAPITAL ADVISORS, LLC
$555M
Top holdings
1
FIDELITY COVINGTON TRUST
$40.2M
2
EXXON MOBIL CORP
$35.9M
3
STATE STR SPDR S&P 500 ETF T
$30.7M
FOUNDERS FINANCIAL ALLIANCE, LLC
$555M
Top holdings
1
APPLE INC
$32.6M
2
ISHARES TR
$32.1M
3
NVIDIA CORPORATION
$23.9M
ARQ WEALTH ADVISORS, LLC
$555M
Top holdings
1
ISHARES TR
$50.4M
2
AMERICAN CENTY ETF TR
$48.8M
3
SPDR SERIES TRUST
$37.7M
STUDIO INVESTMENT MANAGEMENT LLC
$555M
Top holdings
1
VANGUARD MALVERN FDS
$92.5M
2
DIMENSIONAL ETF TRUST
$60M
3
VANGUARD INDEX FDS
$55.3M
MOODY ALDRICH PARTNERS LLC
$555M
Top holdings
1
INDEPENDENT BK CORP MASS
$10.8M
2
ELEMENT SOLUTIONS INC
$9.51M
3
PATHWARD FINANCIAL INC
$9.4M
TRUVESTMENTS CAPITAL LLC
$554M
Top holdings
1
NVIDIA CORPORATION
$31M
2
BERKSHIRE HATHAWAY INC DEL
$25.8M
3
INVESCO QQQ TR
$20M
BELLECAPITAL INTERNATIONAL LTD.
$554M
Top holdings
1
ALPHABET INC
$35.7M
2
TAIWAN SEMICONDUCTOR MANUFAC
$31.1M
3
APPLE INC
$28.5M
LEGACY FINANCIAL STRATEGIES, LLC
$554M
Top holdings
1
SCHWAB STRATEGIC TR
$165M
2
ISHARES TR
$123M
3
AMERICAN CENTY ETF TR
$79.7M
CONRAD SIEGEL INVESTMENT ADVISORS, INC.
$554M
Top holdings
1
DIMENSIONAL ETF TRUST
$182M
2
VANGUARD INDEX FDS
$139M
3
ISHARES TR
$111M
TRIVIUM POINT ADVISORY, LLC
$553M
Top holdings
1
ISHARES TR
$65.8M
2
SPOTIFY TECHNOLOGY S A
$48M
3
NVIDIA CORPORATION
$29.8M
CROSSINGBRIDGE ADVISORS, LLC
$553M
Top holdings
1
ZIFF DAVIS INC
$32.4M
2
MERCER PARK OPPORTUNITIES CO
$22.3M
3
BRAEMAR HOTELS & RESORTS INC
$18.8M
STERLING INVESTMENT ADVISORS, LTD.
$552M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$42.7M
2
ISHARES TR
$37.2M
3
VANECK ETF TRUST
$34.4M
FFT WEALTH MANAGEMENT LLC
$552M
Top holdings
1
ISHARES TR
$275M
2
GMO ETF TRUST
$59.3M
3
STATE STR SPDR S&P 500 ETF T
$27M
