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
RAFFLES ASSOCIATES LP
$115M
Top holdings
1
SOUTHERN MO BANCORP INC
$14.3M
2
LINEAGE CELL THERAPEUTICS IN
$8.47M
3
EASTERN BANKSHARES INC
$7.72M
CORPS CAPITAL ADVISORS, LLC
$115M
Top holdings
1
APPLE INC
$8.96M
2
NVIDIA CORPORATION
$7.7M
3
ALPHABET INC
$5.76M
CASSILLY FINANCIAL GROUP LLC
$115M
Top holdings
1
ISHARES TR
$45.4M
2
VANGUARD INDEX FDS
$25.6M
3
SCHWAB STRATEGIC TR
$5.85M
AMERICAN ASSET MANAGEMENT INC.
$115M
Top holdings
1
AIM ETF PRODUCTS TRUST
$82.4M
2
STATE STR SPDR S&P 500 ETF T
$14.8M
3
PGIM ROCK ETF TR
$12.8M
PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
ISHARES TR
$18.8M
2
J P MORGAN EXCHANGE TRADED F
$13.7M
3
INVESCO ACTVELY MNGD ETC FD
$11.7M
SPWM ADVISORS LLC
$115M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$12.9M
2
FIDELITY MERRIMACK STR TR
$11.4M
3
DIMENSIONAL ETF TRUST
$11.2M
HUDSON OAK WEALTH ADVISORY LLC
$115M
Top holdings
1
ISHARES TR
$44.5M
2
VANGUARD INDEX FDS
$16.8M
3
AMERICAN CENTY ETF TR
$9.49M
BLVD PRIVATE WEALTH, LLC
$115M
Top holdings
1
TRANE TECHNOLOGIES PLC
$26.4M
2
AMERICAN CENTY ETF TR
$13.4M
3
INGERSOLL RAND INC
$6.97M
BAYBAN
$115M
Top holdings
1
ISHARES TR
$17.5M
2
UNITEDHEALTH GROUP INC
$10.8M
3
VANGUARD INDEX FDS
$5.87M
CARTER FINANCIAL, LLC
$115M
Top holdings
1
VANGUARD INDEX FDS
$73.3M
2
CAPITAL GROUP DIVIDEND VALUE
$16.9M
3
FIRST TR EXCHANGE-TRADED FD
$11.9M
POTOMAC CAPITAL MANAGEMENT, INC.
$115M
Top holdings
1
ECHOSTAR CORP
$23.2M
2
ANTERIX INC
$6.92M
3
VIANT TECHNOLOGY INC
$5.97M
GK WEALTH MANAGEMENT LLC
$115M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.1M
2
ISHARES TR
$22.3M
3
VANGUARD TAX-MANAGED FDS
$8.75M
DWR WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.1M
2
ISHARES TR
$22.3M
3
VANGUARD TAX-MANAGED FDS
$8.75M
ATIVO CAPITAL MANAGEMENT LLC
$115M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$6.52M
2
CREDICORP LTD
$6.4M
3
AERCAP HOLDINGS NV
$5.72M
INVESTMENT ADVISORY SERVICES GROUP LLC
$115M
Top holdings
1
ISHARES TR
$33.8M
2
FIDELITY MERRIMACK STR TR
$20.3M
3
J P MORGAN EXCHANGE TRADED F
$15.9M
WEALTHPOINT FINANCIAL, LLC
$115M
Top holdings
1
ISHARES TR
$21.1M
2
WISDOMTREE TR
$14.7M
3
SPDR SERIES TRUST
$9.66M
POWERHOUSE ASSETS LLC
$115M
Top holdings
1
ISHARES TR
$45.3M
2
VANGUARD INDEX FDS
$38M
3
DIMENSIONAL ETF TRUST
$11.1M
ANABRANCH CAPITAL MANAGEMENT, LP
$115M
Top holdings
1
CARVANA CO
$30.2M
2
TRANSDIGM GROUP INC
$25.2M
3
HILTON WORLDWIDE HLDGS INC
$20.8M
PALATINE HILL WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
ISHARES TR
$40.4M
2
SPDR INDEX SHS FDS
$20.4M
3
RIVERNORTH CAP AND INCM FD I
$9.8M
RUBICON ADVISORS, GP
$115M
Top holdings
1
APPLE INC
$12.4M
2
AMERICAN CENTY ETF TR
$9.09M
3
TESLA INC
$8.27M
