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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
SERENITY CAPITAL MANAGEMENT PTE. LTD.
$414M
Top holdings
1
ZTO EXPRESS CAYMAN INC
$127M
2
TAL ED GROUP
$53.8M
3
H WORLD GROUP LTD
$48.2M
STRATEGIC INVESTMENT SOLUTIONS, INC.
$414M
Top holdings
1
DIMENSIONAL ETF TRUST
$128M
2
VANGUARD INDEX FDS
$90.5M
3
ISHARES TR
$24.8M
MILESTONE INVESTMENT ADVISORS LLC
$414M
Top holdings
1
SCHWAB STRATEGIC TR
$114M
2
INVESCO EXCHANGE TRADED FD T
$49.9M
3
ISHARES TR
$49.4M
KELLY FINANCIAL SERVICES LLC
$414M
Top holdings
1
ISHARES TR
$218M
2
BLACKROCK ETF TRUST
$80.5M
3
ISHARES INC
$17.9M
SEQUENT PLANNING LLC
$414M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$98M
2
FRANKLIN TEMPLETON ETF TR
$74.3M
3
ISHARES TR
$56.8M
SQUARE WAVE CAPITAL, LLC
$413M
Top holdings
1
MARRIOTT INTL INC NEW
$70.1M
2
TRADEWEB MKTS INC
$58.2M
3
AMAZON COM INC
$54.9M
WATCHMAN GROUP, INC.
$413M
Top holdings
1
DIMENSIONAL ETF TRUST
$88.9M
2
SIMPLIFY EXCHANGE TRADED FUN
$43.4M
3
ISHARES TR
$41.5M
OUTLOOK WEALTH ADVISORS, LLC
$413M
Top holdings
1
ISHARES TR
$106M
2
INNOVATOR ETFS TRUST
$50.2M
3
AIM ETF PRODUCTS TRUST
$22.8M
VARENNE CAPITAL PARTNERS
$413M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$62.6M
2
ARISTA NETWORKS INC
$51.7M
3
BOOKING HOLDINGS INC
$27.1M
LIONSTONE CAPITAL MANAGEMENT LLC
$413M
Top holdings
1
API GROUP CORP
$100M
2
ALPHABET INC
$67M
3
AMAZON COM INC
$58.3M
CENTENNIAL WEALTH ADVISORY LLC
$413M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$129M
2
FIRST TR EXCHANGE-TRADED FD
$51.2M
3
AMERICAN CENTY ETF TR
$30.9M
CHANNEL WEALTH LLC
$413M
Top holdings
1
APPLE INC
$25.2M
2
ANGEL OAK FUNDS TRUST
$24.9M
3
SELECT SECTOR SPDR TR
$18.4M
TIMBER CREEK CAPITAL MANAGEMENT LLC
$412M
Top holdings
1
ALPHABET INC
$28.1M
2
WORLD GOLD TR
$21.7M
3
ISHARES GOLD TR
$21.2M
STANDPOINT ASSET MANAGEMENT, LLC
$412M
Top holdings
1
ISHARES TR
$141M
2
VANGUARD INDEX FDS
$66.1M
3
SCHWAB STRATEGIC TR
$65.7M
PIONEER TRUST BANK N A
$412M
Top holdings
1
APPLE INC
$30.9M
2
ALPHABET INC
$26.7M
3
MICROSOFT CORP
$25.9M
CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO
$412M
Top holdings
1
APPLE INC
$64.2M
2
BROADCOM INC
$56.4M
3
ENBRIDGE INC
$24M
HILL ISLAND FINANCIAL LLC
$412M
Top holdings
1
DIMENSIONAL ETF TRUST
$149M
2
VANGUARD INDEX FDS
$69.8M
3
RBB FUND TRUST
$66.9M
SOLLINDA CAPITAL MANAGEMENT LLC
$412M
Top holdings
1
ISHARES TR
$154M
2
SPDR SERIES TRUST
$46.3M
3
INVESCO EXCHANGE TRADED FD T
$44.6M
G2 CAPITAL MANAGEMENT, LLC OH
$411M
Top holdings
1
DIMENSIONAL ETF TRUST
$217M
2
J P MORGAN EXCHANGE TRADED F
$39.9M
3
VANECK ETF TRUST
$39.1M
LONG CORRIDOR ASSET MANAGEMENT LTD
$411M
Top holdings
1
STRATEGY INC
$41.6M
2
ALPHABET INC
$41.4M
3
AMAZON COM INC
$35.2M
