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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
CONGRUENCE CAPITAL, LLC
$298M
Top holdings
1
ESCO TECHNOLOGIES INC
$23.6M
2
SENSATA TECHNOLOGIES HLDG PL
$20.6M
3
ENPRO INC
$19.7M
LYNCH ASSET MANAGEMENT, INC.
$298M
Top holdings
1
NVIDIA CORPORATION
$93.9M
2
ALPHABET INC
$20.6M
3
META PLATFORMS INC
$10.1M
CPA ASSET MANAGEMENT LLC
$298M
Top holdings
1
DIMENSIONAL ETF TRUST
$114M
2
FIDELITY MERRIMACK STR TR
$29.7M
3
VANGUARD INDEX FDS
$24.1M
BERKELEY, INC
$298M
Top holdings
1
WISDOMTREE TR
$40.3M
2
ETF SER SOLUTIONS
$26.5M
3
INVESCO EXCH TRADED FD TR II
$23.3M
HASSELL WEALTH MANAGEMENT, LLC
$298M
Top holdings
1
VANGUARD INDEX FDS
$78.2M
2
DIMENSIONAL ETF TRUST
$72.1M
3
VANGUARD SCOTTSDALE FDS
$63.8M
RANGE FINANCIAL GROUP LLC
$298M
Top holdings
1
ISHARES TR
$18.1M
2
FIRST TR EXCHNG TRADED FD VI
$17.7M
3
SPDR SERIES TRUST
$11.8M
ACT WEALTH MANAGEMENT, LLC
$298M
Top holdings
1
ISHARES TR
$61.8M
2
VANGUARD INDEX FDS
$52.4M
3
VANGUARD WHITEHALL FDS
$39.8M
ARMOR ADVISORS, L.L.C.
$298M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$97.6M
2
ISHARES TR
$87.5M
3
CRH PLC
$27.1M
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC
$298M
Top holdings
1
APPLE INC
$32.5M
2
BROADCOM INC
$20.7M
3
NVIDIA CORPORATION
$19M
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
$298M
Top holdings
1
NVIDIA CORPORATION
$49.2M
2
CHEVRON CORPORATION
$22.3M
3
MICROSOFT CORP
$16.8M
ADIRONDACK TRUST CO
$298M
Top holdings
1
ISHARES TR
$47.8M
2
STATE STR SPDR S&P 500 ETF T
$36.9M
3
APPLE INC
$16.4M
LCNB CORP
$297M
Top holdings
1
ISHARES TR
$54.1M
2
SCHWAB STRATEGIC TR
$40M
3
ALPHABET INC
$12.4M
SVF SPONSOR III DE LLC
$297M
Top holdings
1
SYMBOTIC INC
$297M
TMB CAPITAL PARTNERS, LLC
$297M
Top holdings
1
VANGUARD INDEX FDS
$36.1M
2
ISHARES TR
$24.3M
3
WALMART INC
$17.4M
FISCHER FINANCIAL SERVICES, INC.
$297M
Top holdings
1
FIDELITY COVINGTON TRUST
$73.6M
2
ISHARES TR
$43.3M
3
VANGUARD SCOTTSDALE FDS
$34.4M
PRUDENT MAN INVESTMENT MANAGEMENT, INC.
$297M
Top holdings
1
DIMENSIONAL ETF TRUST
$284M
2
APPLE INC
$3.88M
3
VANGUARD BD INDEX FDS
$1.4M
ESSENTIAL PARTNERS LLC
$297M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$14.9M
2
SCHWAB STRATEGIC TR
$12.2M
3
ISHARES TR
$9.84M
RICHARD W. PAUL & ASSOCIATES, LLC
$297M
Top holdings
1
ISHARES TR
$110M
2
PIMCO ETF TR
$14.2M
3
J P MORGAN EXCHANGE TRADED F
$10.8M
CONCORD INVESTMENT COUNSEL INC.
$297M
Top holdings
1
SELECT SECTOR SPDR TR
$49.5M
2
NVIDIA CORPORATION
$34M
3
ISHARES TR
$24.1M
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
$297M
Top holdings
1
KARMAN HLDGS INC
$156M
2
USA RARE EARTH INC
$73.5M
3
INTUITIVE MACHINES INC
$60.3M
