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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
WEST PACES ADVISORS INC.
$516M
Top holdings
1
ISHARES TR
$158M
2
VANGUARD INDEX FDS
$73.3M
3
AMERICAN CENTY ETF TR
$49M
SIVIA CAPITAL PARTNERS, LLC
$516M
Top holdings
1
NVIDIA CORPORATION
$21.9M
2
MICROSOFT CORP
$16.5M
3
APPLE INC
$15.2M
CAMBRIDGE ADVISORS INC.
$515M
Top holdings
1
VANGUARD INDEX FDS
$116M
2
VANGUARD BD INDEX FDS
$53.8M
3
ISHARES TR
$34M
TFG ASSET MANAGEMENT GP LTD
$515M
Top holdings
1
UIPATH INC
$280M
2
KOLIBRI GLOBAL ENERGY INC
$37.5M
3
WARNER BROS DISCOVERY INC
$25.4M
VERTEX PLANNING PARTNERS, LLC
$515M
Top holdings
1
SPDR SERIES TRUST
$112M
2
ISHARES TR
$90.8M
3
J P MORGAN EXCHANGE TRADED F
$58.6M
WINSLOW ASSET MANAGEMENT INC
$515M
Top holdings
1
APPLE INC
$39.5M
2
TERADYNE INC
$39.4M
3
ELI LILLY & CO
$26.7M
PALO DURO INVESTMENT PARTNERS, LP
$515M
Top holdings
1
ANTERO RESOURCES CORP
$89.8M
2
GULFPORT ENERGY CORP
$74.5M
3
PERMIAN RESOURCES CORP
$65.8M
SYSTELLIGENCE, LLC
$514M
Top holdings
1
ISHARES TR
$98.5M
2
INVESCO EXCH TRADED FD TR II
$47M
3
WISDOMTREE TR
$38.6M
ASPEN GROVE CAPITAL, LLC
$514M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$51.7M
2
VANGUARD INDEX FDS
$45.9M
3
ALPHABET INC
$43M
TRUEMARK INVESTMENTS, LLC
$514M
Top holdings
1
ELEVATION SERIES TRUST
$129M
2
SPDR SERIES TRUST
$16.8M
3
CHEVRON CORPORATION
$16M
SOUTHLAND EQUITY PARTNERS LLC
$513M
Top holdings
1
INNOVATOR ETFS TRUST
$133M
2
FIRST TR EXCHANGE-TRADED FD
$62.6M
3
APPLE INC
$30.7M
MATTERN WEALTH MANAGEMENT LLC
$513M
Top holdings
1
DIMENSIONAL ETF TRUST
$246M
2
AMERICAN CENTY ETF TR
$58.2M
3
MICROSOFT CORP
$18.9M
KOZAK & ASSOCIATES, INC.
$513M
Top holdings
1
ISHARES TR
$74.5M
2
INVESCO EXCH TRADED FD TR II
$70M
3
ISHARES U S ETF TR
$61.9M
GOALVEST ADVISORY LLC
$512M
Top holdings
1
VANGUARD INDEX FDS
$215M
2
SPDR SERIES TRUST
$41.3M
3
ISHARES TR
$19.5M
CEDAR MOUNTAIN ADVISORS, LLC
$511M
Top holdings
1
ISHARES TR
$299M
2
VANGUARD WORLD FD
$31.7M
3
SPDR SERIES TRUST
$26.4M
MANHATTAN WEST ASSET MANAGEMENT, LLC
$511M
Top holdings
1
ISHARES TR
$114M
2
SPDR SERIES TRUST
$39.5M
3
NVIDIA CORPORATION
$29.3M
ABLE FINANCIAL GROUP, LLC
$511M
Top holdings
1
ISHARES TR
$71M
2
DIMENSIONAL ETF TRUST
$49.5M
3
AMERICAN CENTY ETF TR
$42.9M
CALL TO ACTION FOUNDATION
$511M
Top holdings
1
VANGUARD INDEX FDS
$511M
BERNARDO WEALTH PLANNING LLC
$511M
Top holdings
1
ISHARES TR
$141M
2
VANGUARD WORLD FD
$69.1M
3
VANGUARD SCOTTSDALE FDS
$54M
HUGHESLITTLE INVESTMENT MANAGEMENT LTD.
$511M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$80.2M
2
SCHWAB CHARLES CORP
$66.1M
3
BROOKFIELD CORP
$62.3M
