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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
INSIGHT ADVISORS, LLC PA
$525M
Top holdings
1
EA SERIES TRUST
$210M
2
VANGUARD INDEX FDS
$25.2M
3
STATE STR SPDR S&P 500 ETF T
$21.9M
FONVILLE WEALTH MANAGEMENT LLC
$525M
Top holdings
1
AMERICAN CENTY ETF TR
$108M
2
DIMENSIONAL ETF TRUST
$89.1M
3
VANGUARD BD INDEX FDS
$74.5M
VIRTUS WEALTH SOLUTIONS LLC
$525M
Top holdings
1
ADVISORSHARES TR
$147M
2
INVESCO QQQ TR
$39.8M
3
FIRST TR EXCHANGE TRADED FD
$30.2M
COLUMBIA ASSET MANAGEMENT
$525M
Top holdings
1
APPLE INC
$50.3M
2
MICROSOFT CORP
$33.4M
3
ALPHABET INC
$31.5M
HARBOUR CAPITAL ADVISORS, LLC
$525M
Top holdings
1
ISHARES TR
$59.1M
2
BROADCOM INC
$22M
3
ALPHABET INC
$19.9M
DRAKE & ASSOCIATES, LLC
$525M
Top holdings
1
ISHARES TR
$81.2M
2
FIDELITY MERRIMACK STR TR
$46.6M
3
INVESCO EXCH TRADED FD TR II
$45.5M
GREENFIELD FTC, INC.
$524M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$452M
2
ISHARES TR
$72.5M
SHANNON RIVER FUND MANAGEMENT LLC
$524M
Top holdings
1
TOWER SEMICONDUCTOR LTD
$88.5M
2
MARVELL TECHNOLOGY INC
$55.8M
3
LIVE NATION ENTERTAINMENT IN
$44.9M
CONIFER MANAGEMENT, L.L.C.
$524M
Top holdings
1
GROUP 1 AUTOMOTIVE INC
$250M
2
EQUITABLE HLDGS INC
$156M
3
LITHIA MTRS INC
$52.9M
ESL TRUST SERVICES, LLC
$524M
Top holdings
1
ISHARES TR
$273M
2
AMERICAN CENTY ETF TR
$131M
3
WISDOMTREE TR
$38.4M
INVESTORS RESEARCH CORP
$523M
Top holdings
1
ISHARES TR
$92M
2
SPDR SERIES TRUST
$59.6M
3
SCHWAB STRATEGIC TR
$32.7M
WESTHILL FINANCIAL ADVISORS, INC.
$523M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$163M
2
VANGUARD INDEX FDS
$100M
3
VANGUARD TAX-MANAGED FDS
$70.1M
CURBSTONE FINANCIAL MANAGEMENT CORP
$523M
Top holdings
1
SCHWAB STRATEGIC TR
$105M
2
ISHARES TR
$44.8M
3
SPDR SERIES TRUST
$42.4M
GWN SECURITIES INC.
$523M
Top holdings
1
ISHARES TR
$82.1M
2
INNOVATOR ETFS TRUST
$44.1M
3
VANGUARD INDEX FDS
$14.7M
STEMPOINT CAPITAL LP
$522M
Top holdings
1
SCHOLAR ROCK HLDG CORP
$51.5M
2
ABIVAX SA
$34.9M
3
SYNDAX PHARMACEUTICALS INC
$28.5M
JMAC ENTERPRISES LLC
$522M
Top holdings
1
ISHARES TR
$202M
2
SELECT SECTOR SPDR TR
$51.3M
3
AMGEN INC
$31.9M
KEB ASSET MANAGEMENT, LLC
$522M
Top holdings
1
DIMENSIONAL ETF TRUST
$339M
2
AMERICAN CENTY ETF TR
$70.5M
3
EA SERIES TRUST
$41M
LEGACY TRUST
$522M
Top holdings
1
ISHARES TR
$81M
2
APPLE INC
$31.9M
3
ALPHABET INC
$19.9M
TRUNORTH CAPITAL MANAGEMENT, LLC
$522M
Top holdings
1
SCHWAB STRATEGIC TR
$332M
2
DIMENSIONAL ETF TRUST
$64.5M
3
ISHARES TR
$42M
SHAH CAPITAL MANAGEMENT
$521M
Top holdings
1
VEON LTD
$226M
2
NOVAVAX INC
$121M
3
CHINA YUCHAI INTL LTD
$62.3M
