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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
CWS FINANCIAL ADVISORS, LLC
$390M
Top holdings
1
STRYKER CORPORATION
$79.9M
2
VANGUARD INDEX FDS
$68.2M
3
DIMENSIONAL ETF TRUST
$39.9M
HILLTOP PARTNERS LLC
$390M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$79.3M
2
DBX ETF TR
$45.7M
3
VANGUARD INDEX FDS
$33.8M
SICART ASSOCIATES LLC
$389M
Top holdings
1
SPDR SERIES TRUST
$36.8M
2
SPDR GOLD TR
$36.2M
3
ISHARES TR
$23.6M
BROWN WEALTH MANAGEMENT, LLC
$389M
Top holdings
1
ISHARES TR
$140M
2
VANGUARD INDEX FDS
$44.2M
3
VANGUARD TAX-MANAGED FDS
$28.1M
AIGEN INVESTMENT MANAGEMENT, LP
$389M
Top holdings
1
HOME DEPOT INC
$6.19M
2
SEMPRA
$6.03M
3
HUNTINGTON BANCSHARES INC
$5.19M
PATRIOT FINANCIAL PARTNERS GP II, L.P.
$388M
Top holdings
1
METROPOLITAN BK HLDG CORP
$63.7M
2
EQUITY BANCSHARES INC
$53M
3
TOWNEBANK PORTSMOUTH VA
$51.1M
RUEDI WEALTH MANAGEMENT, INC.
$388M
Top holdings
1
DIMENSIONAL ETF TRUST
$352M
2
AMERICAN CENTY ETF TR
$14.1M
3
VANGUARD CHARLOTTE FDS
$4.87M
LITTLE HOUSE CAPITAL LLC
$387M
Top holdings
1
ISHARES TR
$70.6M
2
APPLE INC
$19.3M
3
MICROSOFT CORP
$15.8M
SCOTT & SELBER, INC.
$387M
Top holdings
1
NVIDIA CORPORATION
$30.1M
2
APPLE INC
$27.8M
3
BROADCOM INC
$20.3M
HUDSON CAPITAL MANAGEMENT LLC
$387M
Top holdings
1
ISHARES TR
$92.4M
2
PIMCO ETF TR
$39.5M
3
INVESCO EXCH TRD SLF IDX FD
$25.7M
WP ADVISORS, LLC
$387M
Top holdings
1
VANGUARD INDEX FDS
$53.4M
2
APPLE INC
$39.3M
3
ALPHABET INC
$32.1M
CADENT CAPITAL ADVISORS, LLC
$386M
Top holdings
1
ISHARES TR
$95.9M
2
INVESCO EXCH TRADED FD TR II
$22.4M
3
SELECT SECTOR SPDR TR
$18.1M
DECAGON ASSET MANAGEMENT LLP
$386M
Top holdings
1
NORFOLK SOUTHN CORP
$62M
2
PENUMBRA INC
$55M
3
ELECTRONIC ARTS INC
$28.5M
WORLD EQUITY GROUP, INC.
$386M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$27.3M
2
ISHARES TR
$24.8M
3
APPLE INC
$20M
TRUFFLE HOUND CAPITAL, LLC
$386M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$130M
2
ISHARES INC
$26.9M
3
SELECT SECTOR SPDR TR
$24.5M
GRADIENT CAPITAL ADVISORS, LLC
$386M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.4M
2
ISHARES TR
$52.1M
3
SCHWAB STRATEGIC TR
$38.7M
BAY HARBOR WEALTH MANAGEMENT, LLC
$386M
Top holdings
1
ISHARES TR
$131M
2
DIMENSIONAL ETF TRUST
$66.8M
3
VANGUARD INDEX FDS
$41.2M
SIENA CAPITAL PARTNERS GP, LLC
$385M
Top holdings
1
WEST COAST COMMUNITY BANCORP
$13.9M
2
SOUTHERN BANCSHARES NC INC
$12.7M
3
PLUMAS BANCORP
$11.7M
GOODMAN ADVISORY GROUP, LLC
$385M
Top holdings
1
SPDR SERIES TRUST
$101M
2
ISHARES TR
$29M
3
J P MORGAN EXCHANGE TRADED F
$19.3M
CITY STATE BANK
$385M
Top holdings
1
DIMENSIONAL ETF TRUST
$70.6M
2
ISHARES TR
$35.1M
3
VANGUARD BD INDEX FDS
$34.1M
