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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
ARWA LLC
$202M
Top holdings
1
ISHARES TR
$30.4M
2
BERKSHIRE HATHAWAY INC DEL
$17.9M
3
SPDR SERIES TRUST
$17.1M
SOWA FINANCIAL GROUP, INC.
$202M
Top holdings
1
FIDELITY COVINGTON TRUST
$53.3M
2
ISHARES GOLD TR
$26.2M
3
PUTNAM ETF TRUST
$26.1M
GRIFFITH & WERNER, INC.
$202M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$41.6M
2
CITIGROUP INC
$8M
3
AMAZON COM INC
$7.87M
BROWN FINANCIAL ADVISORY
$202M
Top holdings
1
SPDR SERIES TRUST
$84.8M
2
VANGUARD INDEX FDS
$38.3M
3
DIMENSIONAL ETF TRUST
$27.7M
FOUNDRY FINANCIAL GROUP, INC.
$202M
Top holdings
1
ISHARES TR
$90.4M
2
AMERICAN CENTY ETF TR
$33.1M
3
J P MORGAN EXCHANGE TRADED F
$18.9M
PREPARED RETIREMENT INSTITUTE LLC
$202M
Top holdings
1
ISHARES TR
$36.3M
2
VANGUARD INDEX FDS
$25.6M
3
VANGUARD SPECIALIZED FUNDS
$24.8M
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.
$201M
Top holdings
1
ISHARES TR
$55.4M
2
EQT CORP
$33.9M
3
CRITEO S A
$18.9M
CENTER FOR ASSET MANAGEMENT LLC
$201M
Top holdings
1
ISHARES TR
$38.1M
2
VANGUARD INDEX FDS
$22.5M
3
VANGUARD WORLD FD
$13.1M
DBA TRADING, LLC
$201M
Top holdings
1
APPLIED DIGITAL CORP
$132M
2
BRC GROUP HOLDINGS INC
$23.6M
3
ALPHABET INC
$8.56M
MOUNTAINEER PARTNERS MANAGEMENT, LLC
$201M
Top holdings
1
CENTURY ALUM CO
$34.3M
2
CONSTELLIUM SE
$16.2M
3
ALCOA CORP
$15.5M
ATEGRA CAPITAL MANAGEMENT, LLC
$201M
Top holdings
1
TRUIST FINL CORP
$22.8M
2
INVESCO QQQ TR
$20.7M
3
FINANCIAL INSTITUTIONS INC
$17.9M
NOTIS-MCCONARTY EDWARD
$201M
Top holdings
1
ALPHABET INC
$13.4M
2
NVIDIA CORPORATION
$12.2M
3
APPLE INC
$11M
SPECTRUM INVESTMENT ADVISORS, INC.
$201M
Top holdings
1
DIMENSIONAL ETF TRUST
$61.5M
2
VANGUARD INDEX FDS
$38.7M
3
ISHARES TR
$31.8M
LCW SERVICES, LLC
$201M
Top holdings
1
ISHARES TR
$83.3M
2
SCHWAB STRATEGIC TR
$32.8M
3
VANGUARD BD INDEX FDS
$13.2M
FIRST BANCORP, INC
$201M
Top holdings
1
DIMENSIONAL ETF TRUST
$28.8M
2
VANGUARD INDEX FDS
$26.2M
3
FIRST BANCORP INC ME
$20.8M
LEGACY WEALTH MANAGMENT, LLC
$201M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$27.6M
2
SIMPLIFY EXCHANGE TRADED FUN
$26.4M
3
NEOVOLTA INC
$16.4M
RIDGEPATH CAPITAL MANAGEMENT LLC
$201M
Top holdings
1
PROSHARES TR
$48.5M
2
J P MORGAN EXCHANGE TRADED F
$47.5M
3
ISHARES TR
$38.3M
CAIRN INVESTMENT GROUP, INC.
$201M
Top holdings
1
VANGUARD STAR FDS
$23.7M
2
ISHARES INC
$18.4M
3
VANGUARD INTL EQUITY INDEX F
$11.6M
STRAIGHTLINE GROUP LLC
$201M
Top holdings
1
BONDBLOXX ETF TRUST
$51.6M
2
INVESCO EXCHANGE TRADED FD T
$37.6M
3
GOLDMAN SACHS ETF TR
$31.7M
CORNERSTONE ENTERPRISES, LLC
$201M
Top holdings
1
SPDR SERIES TRUST
$44M
2
J P MORGAN EXCHANGE TRADED F
$30.3M
3
SCHWAB STRATEGIC TR
$17.3M
