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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
TRUEWEALTH FINANCIAL PARTNERS
$251M
Top holdings
1
VANGUARD INDEX FDS
$88.2M
2
VANGUARD WORLD FD
$37M
3
VANGUARD INTL EQUITY INDEX F
$19.1M
BOULDER WEALTH ADVISORS, LLC
$251M
Top holdings
1
ISHARES TR
$99.6M
2
SCHWAB STRATEGIC TR
$40.6M
3
J P MORGAN EXCHANGE TRADED F
$26.4M
QUAD-CITIES INVESTMENT GROUP, LLC
$251M
Top holdings
1
ISHARES TR
$36.1M
2
DIMENSIONAL ETF TRUST
$25.5M
3
FIRST TR EXCHANGE-TRADED FD
$19.4M
REDW WEALTH LLC
$251M
Top holdings
1
ISHARES TR
$37.5M
2
VANGUARD INDEX FDS
$34.5M
3
AMERICAN CENTY ETF TR
$30.8M
ESSEX WOODLANDS MANAGEMENT, INC.
$251M
Top holdings
1
BIOVENTUS INC
$119M
2
MIMEDX GROUP INC
$111M
3
EYEPOINT INC
$14M
CHICAGO WEALTH MANAGEMENT, INC.
$251M
Top holdings
1
ISHARES TR
$82.2M
2
VANGUARD INTL EQUITY INDEX F
$22.7M
3
VANECK ETF TRUST
$22.3M
PARKER FINANCIAL LLC
$250M
Top holdings
1
DIMENSIONAL ETF TRUST
$58.6M
2
VANGUARD INDEX FDS
$58.2M
3
VANGUARD TAX-MANAGED FDS
$51.1M
VPR MANAGEMENT LLC
$250M
Top holdings
1
ISHARES INC
$41M
2
ISHARES GOLD TR
$34.9M
3
VANGUARD TAX-MANAGED FDS
$33.7M
EVR RESEARCH LP
$250M
Top holdings
1
ISHARES TR
$74.4M
2
WORLD KINECT CORPORATION
$21.7M
3
COOPER-STANDARD HOLDINGS INC
$12.1M
TMT GENERAL PARTNER LTD
$250M
Top holdings
1
XPENG INC
$176M
2
PONY AI INC
$65.5M
3
AGORA INC
$8.33M
BIGELOW INVESTMENT ADVISORS, LLC
$250M
Top holdings
1
ISHARES TR
$68.9M
2
SCHWAB STRATEGIC TR
$21.2M
3
STATE STR SPDR S&P 500 ETF T
$12.1M
STONEPINE CAPITAL MANAGEMENT, LLC
$250M
Top holdings
1
SPDR SERIES TRUST
$102M
2
VERASTEM INC
$17.5M
3
ADMA BIOLOGICS INC
$17M
PORTER WHITE INVESTMENT ADVISORS, INC.
$250M
Top holdings
1
DIMENSIONAL ETF TRUST
$215M
2
AMERICAN CENTY ETF TR
$24.5M
3
VANGUARD WORLD FD
$5.67M
FIDELITY D & D BANCORP INC
$249M
Top holdings
1
AMERICAN CENTY ETF TR
$45.6M
2
INVESCO EXCHANGE TRADED FD T
$27.8M
3
ISHARES TR
$23.3M
EMPRISE BANK
$249M
Top holdings
1
DIMENSIONAL ETF TRUST
$41.1M
2
VANGUARD SCOTTSDALE FDS
$35M
3
AMERICAN CENTY ETF TR
$33M
STEP CAPITAL MANAGEMENT PTE. LTD.
$249M
Top holdings
1
MICRON TECHNOLOGY INC
$54.2M
2
ADVANCED MICRO DEVICES INC
$39.2M
3
MODERNA INC
$32.8M
BUSKA WEALTH MANAGEMENT, LLC
$249M
Top holdings
1
ISHARES TR
$56.7M
2
SPDR SERIES TRUST
$37.5M
3
VANGUARD WHITEHALL FDS
$37.2M
DOPKINS WEALTH MANAGEMENT, LLC
$249M
Top holdings
1
DIMENSIONAL ETF TRUST
$138M
2
AMERICAN CENTY ETF TR
$24.3M
3
VANGUARD INDEX FDS
$16.2M
ROSALIND ADVISORS, INC.
$249M
Top holdings
1
DELCATH SYS INC
$30.6M
2
XERIS BIOPHARMA HOLDINGS INC
$18.7M
3
FENNEC PHARMACEUTICALS INC
$17.9M
FINANCIAL GUIDANCE GROUP, INC.
$249M
Top holdings
1
ETF SER SOLUTIONS
$33.6M
2
FIRST TR EXCHNG TRADED FD VI
$30.4M
3
SPDR SERIES TRUST
$18.7M
