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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
FIRST AMERICAN FINANCIAL CORP
$370M
Top holdings
1
VANGUARD INDEX FDS
$204M
2
VANGUARD STAR FDS
$162M
3
OFFERPAD SOLUTIONS INC
$3.35M
CAPITAL WEALTH MANAGEMENT, LLC
$370M
Top holdings
1
VANGUARD INDEX FDS
$92.1M
2
ISHARES TR
$54M
3
SPDR INDEX SHS FDS
$50.3M
ROCK POINT ADVISORS, LLC
$370M
Top holdings
1
CITIGROUP INC
$16.5M
2
TJX COS INC NEW
$14.5M
3
APPLE INC
$13.6M
EDGEROCK CAPITAL LLC
$370M
Top holdings
1
FIDELITY COVINGTON TRUST
$69.7M
2
INVESCO EXCH TRADED FD TR II
$39.7M
3
J P MORGAN EXCHANGE TRADED F
$27.7M
ARK & TLK INVESTMENTS, LLC
$370M
Top holdings
1
DIMENSIONAL ETF TRUST
$203M
2
ISHARES TR
$66.9M
3
VANGUARD INDEX FDS
$19.8M
MIZUHO BANK, LTD.
$369M
Top holdings
1
SELECT SECTOR SPDR TR
$201M
2
STATE STR SPDR S&P 500 ETF T
$103M
3
INVESCO DB MULTI-SECTOR COMM
$35.5M
WORTHPOINTE, LLC
$369M
Top holdings
1
DIMENSIONAL ETF TRUST
$153M
2
AMERICAN CENTY ETF TR
$59.7M
3
SPDR SERIES TRUST
$29.8M
MEREDITH WEALTH PLANNING
$369M
Top holdings
1
AMERICAN CENTY ETF TR
$199M
2
DIMENSIONAL ETF TRUST
$115M
3
ISHARES TR
$15.5M
ATTICUS WEALTH MANAGEMENT, LLC
$369M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$85M
2
ISHARES TR
$50.2M
3
SPDR SERIES TRUST
$19.5M
CCG WEALTH MANAGEMENT, LLC
$369M
Top holdings
1
SPDR SERIES TRUST
$84.8M
2
ISHARES TR
$61.7M
3
INVESCO QQQ TR
$27.9M
AYAL CAPITAL ADVISORS LTD
$369M
Top holdings
1
ISHARES TR
$87.5M
2
SOLARIS ENERGY INFRAS INC
$17.7M
3
STATE STR SPDR S&P 500 ETF T
$13.7M
EPG WEALTH MANAGEMENT LLC
$369M
Top holdings
1
ISHARES TR
$55.2M
2
NVIDIA CORPORATION
$15.3M
3
APPLE INC
$13.7M
NEWTON ONE INVESTMENTS LLC
$368M
Top holdings
1
ISHARES TR
$111M
2
VANGUARD INDEX FDS
$84.4M
3
VANGUARD BD INDEX FDS
$57.9M
MERK INVESTMENTS LLC
$368M
Top holdings
1
AMERICAS GOLD AND SILVER COR
$101M
2
ORLA MNG LTD NEW
$100M
3
EQUINOX GOLD CORP
$70.8M
WESTERLY CAPITAL MANAGEMENT, LLC
$368M
Top holdings
1
INVESCO QQQ TR
$43.3M
2
UDEMY INC
$19.9M
3
MARVELL TECHNOLOGY INC
$19.8M
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA
$367M
Top holdings
1
ISHARES TR
$51.3M
2
VANGUARD INDEX FDS
$42.5M
3
SELECT SECTOR SPDR TR
$40.5M
PRASAD WEALTH PARTNERS, LLC
$367M
Top holdings
1
ISHARES TR
$69.2M
2
INVESCO EXCHANGE TRADED FD T
$33.6M
3
INNOVATOR ETFS TRUST
$32.2M
BIRINYI ASSOCIATES INC
$367M
Top holdings
1
APPLE INC
$84M
2
ALPHABET INC
$49.3M
3
STATE STR SPDR S&P 500 ETF T
$32.5M
VALUEWORKS LLC
$367M
Top holdings
1
TIDEWATER INC NEW
$26.5M
2
CHORD ENERGY CORPORATION
$23.7M
3
VALARIS LTD
$21.5M
NORTHCAPE WEALTH MANAGEMENT, LLC
$367M
Top holdings
1
SPDR GOLD TR
$29.8M
2
ISHARES TR
$28.6M
3
JANUS DETROIT STR TR
$19.1M
