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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
IRONWOOD INVESTMENT MANAGEMENT LLC
$240M
Top holdings
1
ISHARES TR
$27.3M
2
VANGUARD INDEX FDS
$17.4M
3
MYR GROUP INC
$5M
WMG FINANCIAL ADVISORS, LLC
$240M
Top holdings
1
AMERICAN CENTY ETF TR
$144M
2
ETF OPPORTUNITIES TRUST
$12M
3
APPLE INC
$6.32M
SMARTHARVEST PORTFOLIOS, LLC
$240M
Top holdings
1
NVIDIA CORPORATION
$15.9M
2
APPLE INC
$13.7M
3
ALPHABET INC
$12.3M
CADENCE WEALTH MANAGEMENT LLC
$240M
Top holdings
1
ISHARES TR
$60.4M
2
SPDR SERIES TRUST
$37.6M
3
VANGUARD WORLD FD
$24.9M
MB, LEVIS & ASSOCIATES, LLC
$240M
Top holdings
1
ISHARES TR
$69.7M
2
WISDOMTREE TR
$32.6M
3
VANGUARD INDEX FDS
$21.8M
STRATEGIC INVESTMENT MANAGEMENT, LLC
$239M
Top holdings
1
VANGUARD INDEX FDS
$91.2M
2
ISHARES TR
$48.2M
3
J P MORGAN EXCHANGE TRADED F
$31.4M
ABBOT FINANCIAL MANAGEMENT, INC.
$239M
Top holdings
1
SELECT SECTOR SPDR TR
$17.2M
2
NVIDIA CORPORATION
$14.8M
3
APPLE INC
$14M
HERITAGE WEALTH ARCHITECTS, INC.
$239M
Top holdings
1
SCHWAB STRATEGIC TR
$45.4M
2
AMERICAN CENTY ETF TR
$31.3M
3
PGIM ETF TR
$27.3M
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
$239M
Top holdings
1
ISHARES TR
$157M
2
J P MORGAN EXCHANGE TRADED F
$58.9M
3
RAYMOND JAMES FINL INC
$6.78M
HF CAPITAL, LLC
$239M
Top holdings
1
ISHARES TR
$125M
2
WESTROCK COFFEE CO
$54.2M
3
KAYNE ANDERSON BDC INC
$32.2M
GUNDERSON CAPITAL MANAGEMENT INC.
$239M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$12M
2
NVIDIA CORPORATION
$11.1M
3
CAMECO CORP
$10.4M
INSIGHT 2811, INC.
$239M
Top holdings
1
ISHARES TR
$113M
2
VANGUARD SCOTTSDALE FDS
$57.3M
3
STATE STR SPDR S&P 500 ETF T
$9.11M
MENDEL MONEY MANAGEMENT
$239M
Top holdings
1
ALPHABET INC
$12M
2
ETF SER SOLUTIONS
$8.55M
3
MICROSOFT CORP
$8.26M
MYECFO, LLC
$239M
Top holdings
1
SCHWAB STRATEGIC TR
$113M
2
VANGUARD TAX-MANAGED FDS
$29.2M
3
ISHARES TR
$28.1M
FOREFRONT WEALTH PARTNERS, LLC
$239M
Top holdings
1
ISHARES TR
$64M
2
SPDR SERIES TRUST
$34.2M
3
SCHWAB STRATEGIC TR
$15.6M
ROBINSON CAPITAL MANAGEMENT, LLC
$239M
Top holdings
1
BLACKROCK MUNIHOLDINGS FD IN
$24.2M
2
BLACKROCK MUNIYILD QULT FD I
$18.4M
3
BLACKROCK MUNIYIELD QUALITY
$17.5M
JBR CO FINANCIAL MANAGEMENT INC
$239M
Top holdings
1
NVIDIA CORPORATION
$34.8M
2
SPDR SERIES TRUST
$26.3M
3
PACER FDS TR
$13.4M
WEALTH WATCH ADVISORS, INC
$239M
Top holdings
1
NORTHERN LTS FD TR III
$44.6M
2
SPDR SERIES TRUST
$24M
3
CALAMOS ETF TR
$20.9M
PFIZER INC
$239M
Top holdings
1
ORIC PHARMACEUTICALS INC
$57.7M
2
ALLOGENE THERAPEUTICS INC
$49.8M
3
ARVINAS INC
$34.9M
DOW CHEMICAL CO
$239M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$207M
2
VANGUARD SCOTTSDALE FDS
$25.1M
3
ISHARES TR
$3.83M
