Trending
Tree map
Stacked
Scatter
Network
Map
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
POWERS ADVISORY GROUP, LLC
$284M
Top holdings
1
SCHWAB STRATEGIC TR
$90.4M
2
ISHARES TR
$47.4M
3
VANGUARD SCOTTSDALE FDS
$27.3M
BEACON WEALTHCARE LLC
$284M
Top holdings
1
VANGUARD INDEX FDS
$147M
2
SCHWAB STRATEGIC TR
$50.5M
3
ISHARES TR
$48.9M
BANK OZK
$283M
Top holdings
1
APPLE INC
$15M
2
ELI LILLY & CO
$11M
3
NVIDIA CORPORATION
$10.7M
HALL LAURIE J TRUSTEE
$283M
Top holdings
1
MICROSOFT CORP
$19.8M
2
APPLE INC
$14.2M
3
ALPHABET INC
$12.8M
DAVIS INVESTMENT PARTNERS, LLC
$283M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$112M
2
FIRST TR EXCHANGE-TRADED FD
$13.1M
3
VANGUARD INDEX FDS
$12.5M
URBAN FINANCIAL ADVISORY CORP
$283M
Top holdings
1
ISHARES TR
$96.2M
2
STATE STR SPDR S&P 500 ETF T
$88.5M
3
SCHWAB STRATEGIC TR
$30.2M
TAGSTONE CAPITAL, INC.
$283M
Top holdings
1
ISHARES TR
$55.2M
2
VANGUARD SCOTTSDALE FDS
$35.8M
3
DIMENSIONAL ETF TRUST
$30.3M
DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD
$283M
Top holdings
1
ALCOA CORP
$31.7M
2
CHEVRON CORPORATION
$31.1M
3
AGNICO EAGLE MINES LTD
$28.6M
DELANEY DENNIS R
$282M
Top holdings
1
ALPHABET INC
$19M
2
NVIDIA CORPORATION
$18.1M
3
APPLE INC
$16.3M
WEALTH EFFECTS LLC
$282M
Top holdings
1
NVIDIA CORPORATION
$27.4M
2
APPLE INC
$20.4M
3
VANGUARD INDEX FDS
$14.4M
ACCESS FINANCIAL SERVICES, INC.
$282M
Top holdings
1
SCHWAB STRATEGIC TR
$102M
2
AIM ETF PRODUCTS TRUST
$27.7M
3
PIMCO ETF TR
$23.9M
FIRST CITIZENS ASSET MANAGEMENT, INC.
$282M
Top holdings
1
ISHARES TR
$224M
2
VANGUARD MALVERN FDS
$35.2M
3
ISHARES INC
$7.4M
SAMALIN INVESTMENT COUNSEL, LLC
$282M
Top holdings
1
ISHARES TR
$40.9M
2
DIMENSIONAL ETF TRUST
$19.7M
3
APPLE INC
$8.61M
DEFENDER CAPITAL, LLC.
$282M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$47.7M
2
PALANTIR TECHNOLOGIES INC
$41.7M
3
DANAHER CORP DEL
$29.9M
INCA INVESTMENTS LLC
$282M
Top holdings
1
CREDICORP LTD
$69.9M
2
GRUPO FINANCIERO GALICIA S.A
$43.9M
3
BANCO SANTANDER CHILE NEW
$42.2M
3G CAPITAL PARTNERS LP
$282M
Top holdings
1
META PLATFORMS INC
$60.1M
2
CARVANA CO
$43.2M
3
APPLOVIN CORP
$37.8M
MONTE FINANCIAL GROUP, LLC
$282M
Top holdings
1
JOHNSON & JOHNSON
$8.27M
2
CHEVRON CORPORATION
$8.03M
3
RTX CORPORATION
$7.52M
FINANCIAL SYMMETRY INC
$281M
Top holdings
1
DIMENSIONAL ETF TRUST
$211M
2
AMERICAN CENTY ETF TR
$30.2M
3
VANGUARD INTL EQUITY INDEX F
$9.8M
TILLER PRIVATE WEALTH, INC.
$281M
Top holdings
1
ISHARES TR
$58.1M
2
STATE STR SPDR S&P 500 ETF T
$39.9M
3
SELECT SECTOR SPDR TR
$25.5M
BLUESPHERE ADVISORS, LLC
$281M
Top holdings
1
ISHARES TR
$175M
2
SPDR SERIES TRUST
$7.26M
3
ALPHABET INC
$6.56M
