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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
STOLZ & ASSOCIATES, PS
$143M
Top holdings
1
DIMENSIONAL ETF TRUST
$72.2M
2
AMERICAN CENTY ETF TR
$26.9M
3
ISHARES TR
$24.1M
ENCORE GLOBAL MANAGEMENT, LP
$143M
Top holdings
1
SELECT SECTOR SPDR TR
$9.3M
2
META PLATFORMS INC
$5.01M
3
VALERO ENERGY CORP
$4.89M
HEMMING& WEALTH MANAGEMENT, INC.
$143M
Top holdings
1
ISHARES TR
$94.9M
2
J P MORGAN EXCHANGE TRADED F
$27.2M
3
BLACKROCK ETF TRUST
$17.5M
ONEASCENT FAMILY OFFICE, LLC
$143M
Top holdings
1
UNIFIED SER TR
$29.1M
2
ISHARES TR
$10.4M
3
SELECT SECTOR SPDR TR
$10.4M
MUSTICO FINANCIAL GROUP, INC.
$143M
Top holdings
1
ISHARES TR
$46.3M
2
INVESCO EXCHANGE TRADED FD T
$31.5M
3
VANGUARD INDEX FDS
$12.1M
MENARD FINANCIAL GROUP LLC
$143M
Top holdings
1
ZACKS TRUST
$26.7M
2
NVIDIA CORPORATION
$14.5M
3
CALAMOS ETF TR
$7.14M
PETIOLE USA LTD
$143M
Top holdings
1
COLONY BANKCORP INC
$9.08M
2
CARTER BANKSHARES INC
$8.89M
3
FIRST NATL CORP VA
$8.29M
ENTRUST FINANCIAL LLC
$143M
Top holdings
1
DIMENSIONAL ETF TRUST
$49M
2
VANGUARD INDEX FDS
$24M
3
VANGUARD ADMIRAL FDS INC
$15.1M
COOPER CAPITAL ADVISORS LLC
$143M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$17.3M
2
AMERICAN CENTY ETF TR
$14.7M
3
VANGUARD INDEX FDS
$14.3M
IPSEN ADVISOR GROUP LLC
$143M
Top holdings
1
ISHARES TR
$45.4M
2
INVESCO EXCH TRADED FD TR II
$8.9M
3
J P MORGAN EXCHANGE TRADED F
$6.06M
GREATBANC TRUST CO
$143M
Top holdings
1
VANGUARD INDEX FDS
$62.8M
2
ISHARES TR
$27.6M
3
VANGUARD SPECIALIZED FUNDS
$13.2M
NVEST WEALTH STRATEGIES, INC.
$143M
Top holdings
1
JOHN HANCOCK EXCHANGE TRADED
$28M
2
SCHWAB STRATEGIC TR
$20.1M
3
WISDOMTREE TR
$17.8M
11.2 CAPITAL MANAGEMENT, LLC
$143M
Top holdings
1
HINGE HEALTH INC
$143M
SETTIAN CAPITAL LP
$143M
Top holdings
1
MASTERCARD INCORPORATED
$20.9M
2
APPLE INC
$18M
3
QUANTA SVCS INC
$14.8M
PRIMORIS WEALTH ADVISORS, LLC
$143M
Top holdings
1
FIDELITY COVINGTON TRUST
$18.6M
2
VANGUARD INDEX FDS
$13.3M
3
LAM RESEARCH CORP
$7.07M
STRONG RETIREMENT SOLUTIONS LLC
$143M
Top holdings
1
ETF SER SOLUTIONS
$17.9M
2
VANGUARD TAX-MANAGED FDS
$6.98M
3
MICROSOFT CORP
$6.73M
CHATTERTON & ASSOCIATES INC.
$143M
Top holdings
1
ISHARES TR
$50.9M
2
BLACKROCK ETF TRUST
$14.8M
3
SPDR SERIES TRUST
$10.9M
BAUMAN ADVISORY GROUP, LLC
$143M
Top holdings
1
SPDR SERIES TRUST
$36.2M
2
AMERICAN CENTY ETF TR
$24M
3
INVESCO EXCH TRADED FD TR II
$13.2M
BALANCED ROCK INVESTMENT ADVISORS LLC
$143M
Top holdings
1
ISHARES TR
$37.6M
2
DIMENSIONAL ETF TRUST
$23.3M
3
MORGAN STANLEY ETF TRUST
$7.82M
ARBOR WEALTH ADVISORS LLC
$143M
Top holdings
1
VANGUARD INDEX FDS
$62.3M
2
VANGUARD STAR FDS
$24.1M
3
DIMENSIONAL ETF TRUST
$5.96M
