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
INSIGHT INV LLC
$183M
Top holdings
1
ISHARES TR
$10.3M
2
APPLE INC
$8.11M
3
FIRST TR EXCHANGE TRADED FD
$6.41M
WESPAC ADVISORS, LLC
$183M
Top holdings
1
ISHARES TR
$24.6M
2
PGIM ETF TR
$11.1M
3
SELECT SECTOR SPDR TR
$10.6M
STEGNER INVESTMENT ASSOCIATES INC.
$183M
Top holdings
1
ISHARES TR
$140M
2
VANGUARD SCOTTSDALE FDS
$24.9M
3
VANGUARD INDEX FDS
$9.09M
MWA ASSET MANAGEMENT
$183M
Top holdings
1
ISHARES TR
$13.6M
2
CATERPILLAR INC
$7.32M
3
APPLE INC
$7.01M
SAGE ADVISORY SERVICES, LTD.CO.
$183M
Top holdings
1
ISHARES TR
$51.7M
2
SPDR SERIES TRUST
$40.5M
3
JANUS DETROIT STR TR
$19.8M
MERIWETHER WEALTH & PLANNING, LLC
$183M
Top holdings
1
SCHWAB STRATEGIC TR
$45.5M
2
FIDELITY MERRIMACK STR TR
$18M
3
INVESCO EXCH TRD SLF IDX FD
$17.7M
TRIVANT CUSTOM PORTFOLIO GROUP, LLC
$182M
Top holdings
1
ISHARES TR
$17.2M
2
APPLE INC
$15.8M
3
NVIDIA CORPORATION
$8.46M
WISCONSIN CAPITAL MANAGEMENT LLC
$182M
Top holdings
1
NVIDIA CORPORATION
$24.8M
2
ALPHABET INC
$16M
3
APPLE INC
$9.46M
R SQUARED LTD
$182M
Top holdings
1
HOLOGIC INC
$5.96M
2
APPLE INC
$4.78M
3
TXNM ENERGY INC
$4.45M
DEMPZE NANCY E
$182M
Top holdings
1
ALPHABET INC
$10.6M
2
NVIDIA CORPORATION
$9.96M
3
APPLE INC
$8.27M
COSNER FINANCIAL GROUP, LLC
$182M
Top holdings
1
ISHARES TR
$170M
2
CHEVRON CORPORATION
$4.34M
3
VANGUARD INDEX FDS
$1.38M
CAPITAL FINANCIAL GROUP INC
$182M
Top holdings
1
ISHARES TR
$28M
2
GOLDMAN SACHS ETF TR
$25.7M
3
SPDR SERIES TRUST
$21.8M
OAK WEALTH ADVISORS LLC
$182M
Top holdings
1
AMERICAN CENTY ETF TR
$77.7M
2
DIMENSIONAL ETF TRUST
$39.2M
3
ISHARES TR
$23.8M
TILIA FIDUCIARY PARTNERS, INC.
$182M
Top holdings
1
VANGUARD WHITEHALL FDS
$11.1M
2
ALPHABET INC
$7.71M
3
APPLE INC
$7.67M
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
$182M
Top holdings
1
BROADCOM INC
$8.77M
2
APPLE INC
$8.71M
3
ALPHABET INC
$8.31M
LAM GROUP, INC.
$182M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.3M
2
AMERICAN CENTY ETF TR
$26.5M
3
VANGUARD INDEX FDS
$24.1M
ANDERSON FINANCIAL STRATEGIES, LLC
$182M
Top holdings
1
WISDOMTREE TR
$25.9M
2
AMERICAN CENTY ETF TR
$17.7M
3
FIDELITY COVINGTON TRUST
$15.7M
ELEFANTE MARK B
$182M
Top holdings
1
ALPHABET INC
$12.3M
2
APPLE INC
$9.92M
3
NVIDIA CORPORATION
$9.75M
CLADIS INVESTMENT ADVISORY, LLC
$182M
Top holdings
1
APPLE INC
$13.6M
2
SELECT SECTOR SPDR TR
$11.5M
3
NVIDIA CORPORATION
$8.37M
HFG WEALTH MANAGEMENT, LLC
$182M
Top holdings
1
INNOVATOR ETFS TRUST
$46.4M
2
FIRST TR EXCHNG TRADED FD VI
$36.7M
3
DIMENSIONAL ETF TRUST
$29.5M
