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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
AYRSHIRE CAPITAL MANAGEMENT LLC
$193M
Top holdings
1
TJX COS INC NEW
$9.71M
2
MICROSOFT CORP
$9.24M
3
APPLE INC
$8.18M
BANQUE DE LUXEMBOURG S.A.
$193M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$22.6M
2
ALPHABET INC
$22.4M
3
MICROSOFT CORP
$16.3M
DOWNSHIFT FINANCIAL, LLC
$193M
Top holdings
1
SCHWAB STRATEGIC TR
$91.9M
2
VANGUARD INDEX FDS
$39.2M
3
ISHARES TR
$12.7M
SANDLER CAPITAL MANAGEMENT
$193M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$11.7M
2
KEYSIGHT TECHNOLOGIES INC
$9.34M
3
TKO GROUP HOLDINGS INC
$6.54M
CASSADY WEALTH & RETIREMENT PLANNING, LLC
$193M
Top holdings
1
INNOVATOR ETFS TRUST
$51.8M
2
ISHARES TR
$20.6M
3
SCHWAB STRATEGIC TR
$13.4M
PROMETHIUM ADVISORS,LLC
$193M
Top holdings
1
SPDR SERIES TRUST
$14.1M
2
APPLE INC
$13.7M
3
ALPHABET INC
$13.3M
GALILEI INVESTMENT OFFICE LLP
$193M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$49.9M
2
VANGUARD INDEX FDS
$42.5M
3
VANGUARD INTL EQUITY INDEX F
$32.7M
CARSON ADVISORY INC.
$193M
Top holdings
1
T ROWE PRICE ETF INC
$11.7M
2
HOME DEPOT INC
$10M
3
CAPITAL GROUP CONSERVATIVE E
$8.72M
OMNISTAR FINANCIAL GROUP, INC.
$193M
Top holdings
1
FIDELITY COVINGTON TRUST
$15.5M
2
SPDR GOLD TR
$14.6M
3
SIMPLIFY EXCHANGE TRADED FUN
$11.9M
ATHENA INVESTMENT MANAGEMENT
$193M
Top holdings
1
SCHWAB STRATEGIC TR
$60.5M
2
ISHARES TR
$10.1M
3
VANGUARD INDEX FDS
$7.35M
RCS FINANCIAL PLANNING, LLC
$193M
Top holdings
1
DIMENSIONAL ETF TRUST
$97.1M
2
FIDELITY MERRIMACK STR TR
$25.3M
3
ISHARES TR
$23.6M
WHIPPLEWOOD ADVISORS, LLC
$193M
Top holdings
1
JANUS DETROIT STR TR
$17.3M
2
J P MORGAN EXCHANGE TRADED F
$14.6M
3
INNOVATOR ETFS TRUST
$12.1M
VAUGHAN & CO SECURITIES, INC.
$193M
Top holdings
1
ISHARES TR
$124M
2
GOLDMAN SACHS ETF TR
$23.3M
3
ISHARES INC
$14.9M
KEYSTONE FINANCIAL GROUP, INC.
$192M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.3M
2
ISHARES TR
$35.4M
3
VANGUARD MALVERN FDS
$25M
CLIENT FIRST INVESTMENT MANAGEMENT LLC
$192M
Top holdings
1
SERIES PORTFOLIOS TR
$100M
2
EA SERIES TRUST
$47.3M
3
PROSHARES TR
$20.8M
GROSS & HARTMAN INVESTMENTS LLC
$192M
Top holdings
1
VANGUARD INDEX FDS
$45.1M
2
ISHARES TR
$30.5M
3
VANGUARD MALVERN FDS
$20.8M
LM ASSET IM INC.
$192M
Top holdings
1
LUMEN TECHNOLOGIES INC
$60.9M
2
VERMILION ENERGY INC
$43.4M
3
GRAN TIERRA ENERGY INC
$36.3M
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
$192M
Top holdings
1
ALPS ETF TR
$12.8M
2
FIRST TR EXCHANGE-TRADED FD
$9.32M
3
GOLDMAN SACHS ETF TR
$8.62M
WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS
$192M
Top holdings
1
ISHARES TR
$34.8M
2
VANGUARD SCOTTSDALE FDS
$14M
3
JANUS DETROIT STR TR
$7.56M
KINTAYL CAPITAL LP
$192M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$26.1M
2
ESSENTIAL UTILS INC
$14.5M
3
QORVO INC
$12.8M
