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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
TABOR ASSET MANAGEMENT, LP
$249M
Top holdings
1
ERMENEGILDO ZEGNA N V
$15M
2
MADISON SQUARE GRDN SPRT COR
$14.8M
3
WAYFAIR INC
$14.3M
TUMWATER WEALTH MANAGEMENT, LLC
$249M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
VANGUARD INDEX FDS
$60.9M
3
VANGUARD BD INDEX FDS
$16.8M
DEANE RETIREMENT STRATEGIES, INC.
$249M
Top holdings
1
ISHARES TR
$54.1M
2
PROSHARES TR
$22.5M
3
VANGUARD MALVERN FDS
$19.1M
DUPREE FINANCIAL GROUP, LLC
$248M
Top holdings
1
VERIZON COMMUNICATIONS INC
$14.6M
2
BP PLC
$14M
3
AGNC INVT CORP
$14M
FSA INVESTMENT GROUP, LLC
$248M
Top holdings
1
SCHWAB STRATEGIC TR
$101M
2
VANGUARD INSTL INDEX FD
$61.1M
3
INVESCO EXCHANGE TRADED FD T
$37.5M
YARGER WEALTH STRATEGIES, LLC
$248M
Top holdings
1
INNOVATOR ETFS TRUST
$26.8M
2
J P MORGAN EXCHANGE TRADED F
$24.3M
3
ARTIVION INC
$23.2M
MOUNT CAPITAL LTD
$248M
Top holdings
1
SCHWAB CHARLES CORP
$43.3M
2
WELLS FARGO & CO
$34.3M
3
CROWN HLDGS INC
$28.6M
GREYKASELL WEALTH STRATEGIES, INC.
$248M
Top holdings
1
ISHARES TR
$61.3M
2
SPDR GOLD TR
$11.8M
3
APPLE INC
$10.9M
SEGRA CAPITAL MANAGEMENT, LLC
$248M
Top holdings
1
CONSTELLATION ENERGY CORP
$70.7M
2
VISTRA CORP
$54.9M
3
AMENTUM HOLDINGS INC
$47.3M
AVALON ADVISORY GROUP
$248M
Top holdings
1
VANGUARD INDEX FDS
$125M
2
ISHARES TR
$95.5M
3
VANGUARD INTL EQUITY INDEX F
$15.1M
TOWERPOINT WEALTH, LLC
$248M
Top holdings
1
VANGUARD INDEX FDS
$91.9M
2
ISHARES TR
$27.1M
3
VANGUARD TAX-MANAGED FDS
$16.4M
INTREPID FINANCIAL PLANNING GROUP LLC
$248M
Top holdings
1
ISHARES TR
$62M
2
AB ACTIVE ETFS INC
$19.8M
3
STATE STR SPDR S&P 500 ETF T
$18.4M
AMERICAN CAPITAL ADVISORY, LLC
$248M
Top holdings
1
DIMENSIONAL ETF TRUST
$116M
2
INVESCO ACTIVELY MANAGED EXC
$18.4M
3
ISHARES TR
$5.61M
AXS INVESTMENTS LLC
$248M
Top holdings
1
INVESCO QQQ TR
$71.7M
2
ISHARES TR
$10.3M
3
VANGUARD SCOTTSDALE FDS
$7.23M
MONTZ HARCUS WEALTH MANAGEMENT LLC
$248M
Top holdings
1
SPDR SERIES TRUST
$66.7M
2
STATE STR SPDR S&P 500 ETF T
$31.6M
3
INVESCO EXCHANGE TRADED FD T
$16.4M
CAPITAL IMPACT ADVISORS, LLC
$247M
Top holdings
1
NVIDIA CORPORATION
$19.4M
2
META PLATFORMS INC
$16M
3
UBIQUITI INC
$13.4M
EVERGREEN PRIVATE WEALTH LLC
$247M
Top holdings
1
ISHARES TR
$36.8M
2
APPLIED MATLS INC
$13.1M
3
FIDELITY COVINGTON TRUST
$10.3M
NAVPOINT FINANCIAL, INC.
$247M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$40.7M
2
WORLD GOLD TR
$23.8M
3
VANGUARD INDEX FDS
$22.9M
ANB BANK
$247M
Top holdings
1
ISHARES TR
$74M
2
STATE STR SPDR S&P 500 ETF T
$18.8M
3
APPLE INC
$10.1M
PELOTON WEALTH STRATEGISTS
$247M
Top holdings
1
ISHARES TR
$63.6M
2
ALPHABET INC
$11.6M
3
AMAZON COM INC
$8.07M
