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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
REBEL FINANCIAL LLC
$231M
Top holdings
1
ISHARES TR
$44M
2
SPDR SERIES TRUST
$28.5M
3
VANGUARD INDEX FDS
$25M
CLIENT FIRST CAPITAL LLC
$231M
Top holdings
1
ISHARES TR
$107M
2
INVESCO QQQ TR
$44.4M
3
WISDOMTREE TR
$23.6M
EMPLOYEES RETIREMENT FUND OF THE CITY OF FORT WORTH
$230M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$77.4M
2
ISHARES TR
$33.9M
3
VANECK ETF TRUST
$24.4M
IVC WEALTH ADVISORS LLC
$230M
Top holdings
1
VANGUARD INDEX FDS
$37.1M
2
J P MORGAN EXCHANGE TRADED F
$21.1M
3
ISHARES TR
$19.1M
WAYFINDING FINANCIAL, LLC
$230M
Top holdings
1
PIMCO ETF TR
$37.8M
2
ISHARES TR
$24.4M
3
J P MORGAN EXCHANGE TRADED F
$22.9M
DOGWOOD WEALTH MANAGEMENT LLC
$230M
Top holdings
1
ISHARES TR
$34.8M
2
AMERICAN CENTY ETF TR
$32.5M
3
VANGUARD INDEX FDS
$20.2M
PAVION BLUE CAPITAL, LLC
$230M
Top holdings
1
MICROSOFT CORP
$20.7M
2
ALPHABET INC
$16.4M
3
WALMART INC
$12.8M
FAMILY OFFICE RESEARCH LLC
$230M
Top holdings
1
MARRIOTT INTL INC NEW
$55M
2
ISHARES TR
$27.8M
3
VANGUARD INDEX FDS
$24M
CHERRY CREEK INVESTMENT ADVISORS, INC.
$230M
Top holdings
1
INVESCO ACTIVELY MANAGED EXC
$17M
2
FIRST TR EXCHANGE TRADED FD
$15.3M
3
NVIDIA CORPORATION
$13.4M
TRAIL RIDGE INVESTMENT ADVISORS, LLC
$230M
Top holdings
1
ISHARES TR
$42.2M
2
GOLDMAN SACHS ETF TR
$22.4M
3
ISHARES INC
$19.7M
MCCARTER PRIVATE WEALTH SERVICES LLC
$230M
Top holdings
1
ISHARES TR
$19.6M
2
BROADCOM INC
$12.7M
3
ALPHABET INC
$10.2M
AURELIUS FAMILY OFFICE LLC
$230M
Top holdings
1
DIMENSIONAL ETF TRUST
$72.7M
2
VANGUARD INDEX FDS
$59.1M
3
VANGUARD SCOTTSDALE FDS
$44.9M
SOROS CAPITAL MANAGEMENT LLC
$230M
Top holdings
1
RANPAK HOLDINGS CORP
$16.5M
2
COMFORT SYS USA INC
$16.3M
3
GE VERNOVA INC
$16.1M
HAVEN PRIVATE, LLC
$230M
Top holdings
1
AMERICAN CENTY ETF TR
$40M
2
COLUMBIA ETF TR I
$21.7M
3
ISHARES TR
$18.5M
QUANTUM PORTFOLIO MANAGEMENT LLC
$230M
Top holdings
1
ISHARES TR
$34.8M
2
APPLE INC
$12.8M
3
NVIDIA CORPORATION
$8.44M
BARNES PETTEY FINANCIAL ADVISORS, LLC
$229M
Top holdings
1
CAPITAL GROUP GROWTH ETF
$33.2M
2
FIRST TR EXCHANGE TRADED FD
$14.6M
3
VANGUARD INDEX FDS
$12.4M
CANE CAPITAL PARTNERS, LLC
$229M
Top holdings
1
ALPHABET INC
$18.5M
2
AMAZON COM INC
$13.8M
3
NVIDIA CORPORATION
$13M
ALTERNATIVE INVESTMENT ADVISORS, LLC.
$229M
Top holdings
1
ISHARES TR
$156M
2
SCHWAB STRATEGIC TR
$8.84M
3
BLACKROCK ETF TRUST II
$8.58M
NERDWALLET WEALTH PARTNERS, LLC
$229M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD TAX-MANAGED FDS
$32.7M
3
WISDOMTREE TR
$21M
ESG PLANNING DBA HARPER INVESTING
$229M
Top holdings
1
VANGUARD WORLD FD
$36.6M
2
ISHARES TR
$24.6M
3
NVIDIA CORPORATION
$19.7M
