Trending
Tree map
Stacked
Scatter
Network
Map
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
SPRENG CAPITAL MANAGEMENT, INC.
$212M
Top holdings
1
ISHARES TR
$69.2M
2
SCHWAB STRATEGIC TR
$32.4M
3
VANGUARD INDEX FDS
$27.7M
STAR FINANCIAL BANK
$212M
Top holdings
1
ISHARES TR
$57.4M
2
VANGUARD INDEX FDS
$46.5M
3
BLACKROCK ETF TRUST II
$24.9M
FIRST CITIZENS FINANCIAL CORP
$212M
Top holdings
1
ISHARES TR
$95M
2
J P MORGAN EXCHANGE TRADED F
$12.2M
3
SELECT SECTOR SPDR TR
$9.66M
ARCADIA INVESTMENT ADVISORS LLC
$212M
Top holdings
1
ISHARES TR
$95.3M
2
SCHWAB STRATEGIC TR
$49M
3
VANGUARD INDEX FDS
$39.9M
KIECKHEFER GROUP LLC
$212M
Top holdings
1
NVIDIA CORPORATION
$83.9M
2
PALANTIR TECHNOLOGIES INC
$21.7M
3
INTUITIVE SURGICAL INC
$11M
HRC WEALTH MANAGEMENT, LLC
$212M
Top holdings
1
SCHWAB STRATEGIC TR
$147M
2
VANGUARD INDEX FDS
$18.4M
3
ISHARES TR
$7.56M
AVID WEALTH PARTNERS LLC
$212M
Top holdings
1
ISHARES TR
$54.5M
2
BLACKROCK ETF TRUST
$37.9M
3
GLOBAL X FDS
$16.9M
POWERS CAPITAL, LLC
$212M
Top holdings
1
VANGUARD INDEX FDS
$210M
2
SELECT SECTOR SPDR TR
$1.91M
STERLING GROUP WEALTH MANAGEMENT, LLC
$211M
Top holdings
1
SPDR SERIES TRUST
$88.2M
2
ISHARES TR
$23.6M
3
INVESCO EXCHANGE TRADED FD T
$17.4M
KESSLER INVESTMENT GROUP, LLC
$211M
Top holdings
1
CROWDSTRIKE HLDGS INC
$10.7M
2
GENERAC HLDGS INC
$10.3M
3
VERTIV HOLDINGS CO
$9.07M
INNOVA WEALTH PARTNERS
$211M
Top holdings
1
ISHARES TR
$58.7M
2
SELECT SECTOR SPDR TR
$22.1M
3
TIDAL TRUST II
$17.8M
PEOPLES FINANCIAL SERVICES CORP.
$211M
Top holdings
1
APPLE INC
$11M
2
ELI LILLY & CO
$10.5M
3
ALPHABET INC
$9.1M
A&I FINANCIAL SERVICES, LLC
$211M
Top holdings
1
ISHARES TR
$56.2M
2
TOUCHSTONE ETF TRUST
$29.6M
3
2023 ETF SERIES TRUST
$16.4M
RHS FINANCIAL, LLC
$211M
Top holdings
1
ISHARES TR
$56.5M
2
SCHWAB STRATEGIC TR
$44.1M
3
ISHARES INC
$15.7M
CANERECTOR INC
$211M
Top holdings
1
MANULIFE FINL CORP
$38.3M
2
BANK NOVA SCOTIA B C
$28.9M
3
VANGUARD INDEX FDS
$27M
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
$211M
Top holdings
1
DIMENSIONAL ETF TRUST
$105M
2
AMERICAN CENTY ETF TR
$57.1M
3
ISHARES TR
$11.9M
NORWAY SAVINGS BANK
$211M
Top holdings
1
ALPHABET INC
$11M
2
APPLE INC
$10.3M
3
NVIDIA CORPORATION
$7.93M
UNCONVENTIONAL INVESTOR, LLC
$211M
Top holdings
1
VANGUARD INDEX FDS
$104M
2
BERKSHIRE HATHAWAY INC DEL
$31.4M
3
VANGUARD TAX-MANAGED FDS
$18.5M
BLUE SQUARE ASSET MANAGEMENT, LLC
$211M
Top holdings
1
ISHARES TR
$34.9M
2
SCHWAB STRATEGIC TR
$17.9M
3
GOLDMAN SACHS ETF TR
$14.8M
UNITED AIRLINES HOLDINGS, INC.
$211M
Top holdings
1
REPUBLIC AWYS HLDGS INC
$188M
2
ARCHER AVIATION INC
$16.4M
3
EVE HLDG INC
$6.58M
