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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
STRAIT & SOUND WEALTH MANAGEMENT LLC
$269M
Top holdings
1
BONDBLOXX ETF TRUST
$30.4M
2
APPLE INC
$26.6M
3
ISHARES TR
$20.7M
NORTHSTAR ADVISORY GROUP, LLC
$269M
Top holdings
1
ISHARES TR
$48.8M
2
SPDR SERIES TRUST
$23.3M
3
SELECT SECTOR SPDR TR
$21.9M
UNTITLED INVESTMENTS LP
$269M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$30.8M
2
KASPI KZ JSC
$29.2M
3
NU HLDGS LTD
$24.4M
NATIONAL WEALTH MANAGEMENT GROUP, LLC
$269M
Top holdings
1
ISHARES TR
$33.3M
2
T ROWE PRICE ETF INC
$22.3M
3
SPDR SERIES TRUST
$18.3M
PROSPERITAS FINANCIAL LLC
$268M
Top holdings
1
VANGUARD INDEX FDS
$35M
2
SCHWAB STRATEGIC TR
$34.4M
3
ALPHABET INC
$12.8M
NVEST FINANCIAL, LLC
$268M
Top holdings
1
ISHARES TR
$49.2M
2
STATE STR SPDR S&P 500 ETF T
$13.3M
3
APPLE INC
$11.6M
FOURSIXTHREE CAPITAL LP
$268M
Top holdings
1
VISTANCE NETWORKS INC
$55.3M
2
HOLOGIC INC
$46.8M
3
TELEPHONE & DATA SYS INC
$39.6M
AIP, LLC
$268M
Top holdings
1
V2X INC
$169M
2
TITAN INTL INC ILL
$61.4M
3
RAYONIER ADVANCED MATLS INC
$37.6M
PERSISTENT ASSET PARTNERS LTD
$268M
Top holdings
1
LUMENTUM HLDGS INC
$14.5M
2
AXT INC
$13.3M
3
INTEL CORP
$12.1M
BCU WEALTH ADVISORS, LLC
$268M
Top holdings
1
DIMENSIONAL ETF TRUST
$207M
2
ISHARES TR
$36M
3
BLACKROCK ETF TRUST
$8.49M
VARCOV CO.
$268M
Top holdings
1
ECOVYST INC
$3.58M
2
WISDOMTREE INC
$3.06M
3
TEXTRON INC
$3.03M
WORTH ASSET MANAGEMENT, LLC
$268M
Top holdings
1
ISHARES TR
$78.4M
2
SPDR SERIES TRUST
$13.6M
3
STATE STR SPDR DOW JONES IND
$11.4M
COLORADO CAPITAL MANAGEMENT, INC.
$268M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.3M
2
ISHARES TR
$42.3M
3
VANGUARD WORLD FD
$24.9M
S&T BANK
$268M
Top holdings
1
SEI EXCHANGE TRADED FUNDS
$75.7M
2
WESTERN DIGITAL CORP
$13.1M
3
SANDISK CORP
$10.5M
EMPOWER ANNUITY INSURANCE CO
$268M
Top holdings
1
ISHARES TR
$268M
POWSZECHNE TOWARZYSTWO EMERYTALNE ALLIANZ POLSKA S.A.
$268M
Top holdings
1
AMAZON COM INC
$63.8M
2
FREEPORT MCMORAN INC
$54.2M
3
ALPHABET INC
$50.1M
SHAWSPRING PARTNERS LLC
$268M
Top holdings
1
OKTA INC
$44.5M
2
AMAZON COM INC
$38.8M
3
ALIBABA GROUP HLDG LTD
$36.4M
TCFG INVESTMENT ADVISORS, LLC
$267M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$22.6M
2
APPLE INC
$15M
3
RBB FD INC
$15M
TCFG WEALTH MANAGEMENT, LLC
$267M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$22.6M
2
APPLE INC
$15M
3
RBB FD INC
$15M
ALEXANDER LABRUNERIE & CO., INC.
$267M
Top holdings
1
VANGUARD INDEX FDS
$41.1M
2
APPLE INC
$25.9M
3
ISHARES TR
$25.9M
