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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
HTG INVESTMENT ADVISORS, INC.
$352M
Top holdings
1
DIMENSIONAL ETF TRUST
$111M
2
AMERICAN CENTY ETF TR
$66.3M
3
J P MORGAN EXCHANGE TRADED F
$33.2M
ENAVATE SCIENCES GP, LLC
$352M
Top holdings
1
SIONNA THERAPEUTICS INC
$99.3M
2
IMMUNOME INC
$79M
3
ZENAS BIOPHARMA INC
$76.6M
CYPRESS CAPITAL, LLC
$351M
Top holdings
1
ISHARES TR
$64.2M
2
VANGUARD INDEX FDS
$52.1M
3
VANGUARD INSTL INDEX FD
$35.1M
COLTON GROOME FINANCIAL ADVISORS, LLC
$351M
Top holdings
1
ISHARES TR
$188M
2
SELECT SECTOR SPDR TR
$37M
3
SPDR SERIES TRUST
$17.6M
ALAETHES WEALTH LLC
$351M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$37M
2
VANGUARD MALVERN FDS
$32M
3
APPLE INC
$13.4M
TRINITY FINANCIAL ADVISORS LLC
$351M
Top holdings
1
DIMENSIONAL ETF TRUST
$130M
2
VANGUARD INDEX FDS
$40.1M
3
STATE STR SPDR S&P 500 ETF T
$38.5M
LEGACY WEALTH MANAGEMENT, LLC MS
$351M
Top holdings
1
NVIDIA CORPORATION
$63.9M
2
STATE STR SPDR S&P 500 ETF T
$57M
3
APPLE INC
$27.7M
FIDUCIARY FAMILY OFFICE, LLC
$351M
Top holdings
1
APPLE INC
$113M
2
VANGUARD INDEX FDS
$13.6M
3
NVIDIA CORPORATION
$13.4M
PHILOSMITH CAPITAL CORP
$351M
Top holdings
1
REINSURANCE GROUP AMER INC
$33.8M
2
RENAISSANCERE HLDGS LTD
$32.3M
3
PRIMERICA INC
$29.6M
SPIDER MANAGEMENT COMPANY, LLC
$351M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$191M
2
INVESCO EXCHANGE TRADED FD T
$65.9M
3
SPDR GOLD TR
$57.6M
STEPH & CO
$351M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$109M
2
VANGUARD INDEX FDS
$77.1M
3
ISHARES TR
$32.5M
HAMEL ASSOCIATES, INC.
$351M
Top holdings
1
ISHARES TR
$39.6M
2
SCHWAB STRATEGIC TR
$28M
3
WALMART INC
$17.4M
UMPQUA BANK
$350M
Top holdings
1
ISHARES TR
$78.2M
2
ISHARES INC
$34.2M
3
MICROSOFT CORP
$15.6M
PING CAPITAL MANAGEMENT, INC.
$350M
Top holdings
1
YPF SOCIEDAD ANONIMA
$63.7M
2
INVESCO QQQ TR
$34.1M
3
PAMPA ENERGIA SA
$29.2M
SWMG, LLC
$350M
Top holdings
1
ISHARES TR
$199M
2
BLACKROCK ETF TRUST
$47.1M
3
SPDR SERIES TRUST
$22.8M
RETIREMENT FINANCIAL SOLUTIONS, LLC
$350M
Top holdings
1
AMERICAN CENTY ETF TR
$96.2M
2
SPDR SERIES TRUST
$44.3M
3
INVESCO EXCH TRADED FD TR II
$28.6M
BRUCE & CO., INC.
$350M
Top holdings
1
NEXTERA ENERGY
$27.9M
2
ABBVIE INC
$26.6M
3
ALLSTATE CORP
$25.6M
WEBSTERROGERS FINANCIAL ADVISORS, LLC
$350M
Top holdings
1
AMERICAN CENTY ETF TR
$96.6M
2
VANGUARD SCOTTSDALE FDS
$64.1M
3
DIMENSIONAL ETF TRUST
$62.2M
PENNSYLVANIA CAPITAL MANAGEMENT INC
$349M
Top holdings
1
ISHARES TR
$54.7M
2
SCHWAB STRATEGIC TR
$40.2M
3
APPLE INC
$37.8M
SRH ADVISORS, LLC
$349M
Top holdings
1
ELEVATION SERIES TRUST
$219M
2
SCHWAB STRATEGIC TR
$38.7M
3
JPMORGAN CHASE & CO
$16.8M
