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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
FAIRWAY WEALTH LLC
$379M
Top holdings
1
ISHARES TR
$100M
2
VANGUARD INDEX FDS
$80.8M
3
INVESCO EXCHANGE TRADED FD T
$27.2M
PROGRESSIVE INVESTMENT MANAGEMENT CORP
$379M
Top holdings
1
APPLE INC
$37.7M
2
ALPHABET INC
$36.5M
3
NVIDIA CORPORATION
$35.9M
HIGHLAND FINANCIAL ADVISORS, LLC
$379M
Top holdings
1
AMERICAN CENTY ETF TR
$127M
2
SPDR SERIES TRUST
$43.1M
3
DIMENSIONAL ETF TRUST
$39M
LEGACY FINANCIAL GROUP, INC.
$378M
Top holdings
1
DIMENSIONAL ETF TRUST
$222M
2
AMERICAN CENTY ETF TR
$46.4M
3
VANGUARD INDEX FDS
$37.4M
MORTON BROWN FAMILY WEALTH, LLC
$378M
Top holdings
1
SCHWAB STRATEGIC TR
$123M
2
AMERICAN CENTY ETF TR
$87.7M
3
ISHARES TR
$51.8M
BARE FINANCIAL SERVICES, INC
$378M
Top holdings
1
ISHARES TR
$95.9M
2
NORTHERN LTS FD TR IV
$47.2M
3
VANGUARD INDEX FDS
$46.6M
ADAMSBROWN WEALTH CONSULTANTS LLC
$378M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$64.7M
2
CAPITAL GROUP GROWTH ETF
$43.3M
3
FIRST TR EXCHANGE-TRADED FD
$30.9M
IFRAH FINANCIAL SERVICES, INC.
$378M
Top holdings
1
ISHARES TR
$148M
2
VANGUARD INDEX FDS
$31.2M
3
SCHWAB STRATEGIC TR
$21.2M
VISTA INVESTMENT PARTNERS LLC
$378M
Top holdings
1
EXXON MOBIL CORP
$15.7M
2
AMERICAN CENTY ETF TR
$13.4M
3
APPLE INC
$12M
ANCHORAGE CAPITAL ADVISORS, L.P.
$378M
Top holdings
1
ISHARES TR
$199M
2
XPLR INFRASTRUCTURE LP
$82.3M
3
EQUIPMENTSHARE COM INC
$69.6M
ALTA FOX CAPITAL MANAGEMENT, LLC
$378M
Top holdings
1
XPEL INC
$85.2M
2
NCR ATLEOS CORPORATION
$68M
3
DAKTRONICS INC
$65.9M
DELTA AIR LINES, INC.
$378M
Top holdings
1
WHEELS UP EXPERIENCE INC
$136M
2
REPUBLIC AWYS HLDGS INC
$121M
3
JOBY AVIATION INC
$121M
WAKEFIELD ASSET MANAGEMENT LLLP
$377M
Top holdings
1
ISHARES TR
$41.5M
2
ISHARES INC
$16M
3
SCHWAB STRATEGIC TR
$11.3M
FIVESPAN PARTNERS, LP
$377M
Top holdings
1
BLACKLINE INC
$112M
2
QIAGEN NV
$108M
3
APPIAN CORP
$84.6M
CLIFFWATER LLC
$377M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$112M
2
VANGUARD INDEX FDS
$109M
3
BLUE OWL TECHNOLOGY FIN CORP
$73.2M
TRUEFG, LLC
$377M
Top holdings
1
SPDR SERIES TRUST
$115M
2
ISHARES TR
$97.5M
3
SPDR INDEX SHS FDS
$75.8M
ENRICH FINANCIAL PARTNERS LLC
$377M
Top holdings
1
DIMENSIONAL ETF TRUST
$203M
2
VANGUARD INDEX FDS
$51.9M
3
AMERICAN CENTY ETF TR
$26.3M
GLOBAL VIEW CAPITAL MANAGEMENT LLC
$377M
Top holdings
1
WISDOMTREE TR
$72.2M
2
INVESTMENT MANAGERS SER TR I
$67.3M
3
PROSHARES TR
$52M
LIFELONG WEALTH ADVISORS, INC.
$376M
Top holdings
1
GOLDMAN SACHS ETF TR
$69.2M
2
ISHARES TR
$62.8M
3
SPDR SERIES TRUST
$61.3M
MCMILL WEALTH MANAGEMENT
$376M
Top holdings
1
SPDR SERIES TRUST
$104M
2
AMERICAN CENTY ETF TR
$46.6M
3
AVANTIS US SMALL CAP VALUE ETF
$33.6M
