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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
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
$143M
Top holdings
1
INDEPENDENCE RLTY TR INC
$27.1M
2
REXFORD INDL RLTY INC
$19.8M
3
FIRST INDL RLTY TR INC
$18.4M
NAVIGATE WEALTH MANAGEMENT, LLC
$142M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.5M
2
ISHARES TR
$28.5M
3
VANGUARD INDEX FDS
$17.2M
PANORAMIC CAPITAL, LLC
$142M
Top holdings
1
SEAGATE TECHNOLOGY HLDNGS PL
$15.1M
2
LUMENTUM HLDGS INC
$13.5M
3
FIVE BELOW INC
$8.98M
SAGEOAK FINANCIAL, LLC
$142M
Top holdings
1
DIMENSIONAL ETF TRUST
$125M
2
NORTHERN LTS FD TR IV
$3.42M
3
STRATEGY SHS
$2.52M
PISCATAQUA SAVINGS BANK
$142M
Top holdings
1
MICROSOFT CORP
$9.84M
2
APPLE INC
$9.48M
3
ALPHABET INC
$8.48M
LARAWAY FINANCIAL ADVISORS INC
$142M
Top holdings
1
VANGUARD INDEX FDS
$15.4M
2
SELECT SECTOR SPDR TR
$11.4M
3
APPLE INC
$11.4M
AVANT FINANCIAL ADVISORS LLC
$142M
Top holdings
1
DIMENSIONAL ETF TRUST
$38.4M
2
AMERICAN CENTY ETF TR
$20.6M
3
VANGUARD INDEX FDS
$14.4M
WHITE & CO FINANCIAL PLANNING INC
$142M
Top holdings
1
SCHWAB STRATEGIC TR
$102M
2
SPDR INDEX SHS FDS
$10.3M
3
TCW ETF TRUST
$10.2M
AVANT CAPITAL LLC
$142M
Top holdings
1
SCHWAB STRATEGIC TR
$32.6M
2
ISHARES TR
$19.4M
3
VANGUARD INDEX FDS
$17.8M
TETON ADVISORS, INC.
$142M
Top holdings
1
MYERS INDS INC
$5.28M
2
ASTRONICS CORP
$3.8M
3
GENCOR INDS INC
$3.72M
INNOVATIVE WEALTH BUILDING LLC
$142M
Top holdings
1
VANGUARD INDEX FDS
$60.7M
2
ISHARES TR
$27.8M
3
PGIM ETF TR
$7.43M
KAGAN COCOZZA ASSET MANAGEMENT
$142M
Top holdings
1
SPDR SERIES TRUST
$53.9M
2
ISHARES TR
$15.1M
3
SPDR INDEX SHS FDS
$14.1M
OPULEN FINANCIAL GROUP LLC
$142M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$24.3M
2
ISHARES TR
$24.2M
3
VANGUARD INDEX FDS
$20M
HFG ADVISORS, INC.
$142M
Top holdings
1
ISHARES TR
$28.3M
2
FIRST TR EXCHANGE TRADED FD
$17.7M
3
VANGUARD INDEX FDS
$17.3M
SUMMER ROAD LLC
$142M
Top holdings
1
OCULAR THERAPEUTIX INC
$101M
2
INGLES MKTS INC
$39M
3
LINEAGE INC
$669k
TRIUM CAPITAL LLP
$142M
Top holdings
1
AT&T INC
$36M
2
SAPIENS INTL CORP N V
$12.9M
3
SUNOPTA INC
$9.32M
EJF CAPITAL LLC
$142M
Top holdings
1
SIMMONS FIRST NATL CORP
$4.76M
2
COASTALSOUTH BANCSHARES INC
$4.74M
3
BEACON FINANCIAL CORP.
$4.44M
SEEK FIRST INC.
$142M
Top holdings
1
SCHWAB STRATEGIC TR
$68.1M
2
APPLE INC
$28.6M
3
VANGUARD INDEX FDS
$14.5M
OPINICUS CAPITAL, INC.
$142M
Top holdings
1
APPLE INC
$10.8M
2
ISHARES TR
$7.06M
3
NVIDIA CORPORATION
$6.68M
COTTONWOOD CAPITAL ADVISORS, LLC
$142M
Top holdings
1
ISHARES TR
$57.1M
2
FIRST TR EXCHANGE-TRADED FD
$16.2M
3
FIRST TR EXCHANGE TRADED FD
$13.2M
