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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
SOUTHERN CAPITAL ADVISORS, LLC
$214M
Top holdings
1
ISHARES TR
$140M
2
FIDELITY COVINGTON TRUST
$17.2M
3
UNITED PARCEL SVCS INC
$9.08M
WJ WEALTH MANAGEMENT, LLC
$214M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$29.4M
2
TCW ETF TRUST
$23.9M
3
ISHARES TR
$23.7M
FIRE CAPITAL MANAGEMENT LLC
$214M
Top holdings
1
NVIDIA CORPORATION
$30.3M
2
ISHARES TR
$23.4M
3
INVESCO EXCHANGE TRADED FD T
$8.61M
WEALTHCARE CAPITAL PARTNERS, LLC
$213M
Top holdings
1
WISDOMTREE TR
$38.8M
2
ISHARES TR
$28.7M
3
VANGUARD INDEX FDS
$24.3M
LEVEL WEALTH MANAGEMENT LLC
$213M
Top holdings
1
VANGUARD INDEX FDS
$63.1M
2
VANGUARD BD INDEX FDS
$38.5M
3
VANGUARD TAX-MANAGED FDS
$23.9M
WEALTHSTAR ADVISORS, LLC
$213M
Top holdings
1
ISHARES TR
$57.4M
2
STATE STR SPDR S&P 500 ETF T
$46.3M
3
DIREXION SHARES ETF TRUST
$27.3M
MOTIVE WEALTH ADVISORS
$213M
Top holdings
1
ISHARES TR
$89M
2
VANGUARD TAX-MANAGED FDS
$22.2M
3
SCHWAB STRATEGIC TR
$16.3M
HMV WEALTH ADVISORS, LLC
$213M
Top holdings
1
DIMENSIONAL ETF TRUST
$70M
2
AMERICAN CENTY ETF TR
$42.4M
3
ISHARES TR
$27.2M
SAGE CAPITAL MANAGEMENT, LLC
$213M
Top holdings
1
SELECT SECTOR SPDR TR
$19.2M
2
GLOBAL X FDS
$17.8M
3
SPDR SERIES TRUST
$16.8M
H&H RETIREMENT DESIGN & MANAGEMENT INC
$213M
Top holdings
1
SELECT SECTOR SPDR TR
$48.7M
2
SPDR SERIES TRUST
$40.3M
3
ISHARES TR
$33.1M
PINNACLE FAMILY ADVISORS, LLC
$213M
Top holdings
1
ISHARES TR
$46.4M
2
SPDR SERIES TRUST
$19M
3
TIDAL TRUST II
$17.8M
CARL P. SHERR & CO., LLC
$213M
Top holdings
1
ISHARES TR
$69.8M
2
APPLE INC
$11.4M
3
VANGUARD BD INDEX FDS
$9.65M
VESTIA PERSONAL WEALTH ADVISORS
$213M
Top holdings
1
DIMENSIONAL ETF TRUST
$167M
2
VANGUARD INDEX FDS
$11.9M
3
INNOVATOR ETFS TRUST
$5.78M
CROBAN
$213M
Top holdings
1
ISHARES TR
$56.4M
2
VANGUARD WHITEHALL FDS
$18.5M
3
VANGUARD SCOTTSDALE FDS
$13.6M
COOPER/HAIMS ADVISORS, LLC.
$212M
Top holdings
1
SCHWAB STRATEGIC TR
$54.7M
2
ISHARES TR
$38.7M
3
VANGUARD INTL EQUITY INDEX F
$24.1M
GRAND WEALTH MANAGEMENT, LLC
$212M
Top holdings
1
DIMENSIONAL ETF TRUST
$119M
2
AMERICAN CENTY ETF TR
$51.3M
3
ISHARES TR
$13.4M
AFT, FORSYTH & COMPANY, INC.
$212M
Top holdings
1
NVIDIA CORPORATION
$48.1M
2
ISHARES TR
$38.8M
3
APPLE INC
$9.95M
VESTMENT FINANCIAL LLC
$212M
Top holdings
1
DIMENSIONAL ETF TRUST
$143M
2
AMERICAN CENTY ETF TR
$41.7M
3
EA SERIES TRUST
$16.8M
CVS HEALTH CORP
$212M
Top holdings
1
ISHARES TR
$109M
2
STATE STR SPDR S&P 500 ETF T
$57M
3
VANGUARD SCOTTSDALE FDS
$20.4M
SALZHAUER MICHAEL
$212M
Top holdings
1
BANK AMERICA CORP
$56.9M
2
CITIGROUP INC
$29.4M
3
PRIMIS FINANCIAL CORP
$9.16M
