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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
TRUSTCO BANK CORP N Y
$113M
Top holdings
1
APPLIED MATLS INC
$8.62M
2
GE AEROSPACE
$7.24M
3
JPMORGAN CHASE & CO
$6.4M
WEALTH CARE LLC
$113M
Top holdings
1
ISHARES TR
$28.5M
2
VANGUARD INDEX FDS
$12M
3
ISHARES GOLD TR
$9.27M
OATH PLANNING, LLC
$113M
Top holdings
1
VANGUARD INDEX FDS
$26.4M
2
DIMENSIONAL ETF TRUST
$13.6M
3
VANGUARD BD INDEX FDS
$13.3M
MOMENTUM WEALTH PLANNING, LLC
$113M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$34.3M
2
INVESCO QQQ TR
$19.4M
3
SCHWAB STRATEGIC TR
$9.72M
ARROWPOINT INVESTMENT PARTNERS SINGAPORE PTE. LTD.
$113M
Top holdings
1
ISHARES TR
$20M
2
KRANESHARES TRUST
$11.4M
3
ALPHABET INC
$9.04M
ARGUS INVESTORS COUNSEL, INC.
$112M
Top holdings
1
NVIDIA CORPORATION
$4.97M
2
ALPHABET INC
$4.57M
3
COSTCO WHOLESALE CORPORATION
$4.33M
VERADACE CAPITAL MANAGEMENT LLC
$112M
Top holdings
1
TIPTREE INC
$31.2M
2
REPAY HLDGS CORP
$18.8M
3
SOUNDTHINKING INC
$13.9M
PROFESSIONAL FINANCIAL SOLUTIONS LLC
$112M
Top holdings
1
DIMENSIONAL ETF TRUST
$103M
2
BROADCOM INC
$2.09M
3
APPLE INC
$1.54M
IFS GROUP,LLC
$112M
Top holdings
1
ISHARES TR
$19.3M
2
FIRST TR EXCHANGE-TRADED FD
$11.8M
3
PACER FDS TR
$9.62M
PARRISH CAPITAL LLC
$112M
Top holdings
1
ALPHABET INC
$4.08M
2
APPLE INC
$4.04M
3
GILEAD SCIENCES INC
$3.17M
ANDREW HILL INVESTMENT ADVISORS, INC.
$112M
Top holdings
1
NEXTPOWER INC
$6.12M
2
VERTEX PHARMACEUTICALS INC
$5.34M
3
APPLE INC
$5.25M
DIKER MANAGEMENT LLC
$112M
Top holdings
1
STERIS PLC
$57M
2
LUMENTUM HLDGS INC
$7.03M
3
COHERENT CORP
$4.76M
ACTION POINT FINANCIAL PLANNING, LLC
$112M
Top holdings
1
DIMENSIONAL ETF TRUST
$38.3M
2
AMERICAN CENTY ETF TR
$37.7M
3
ISHARES TR
$13.1M
NEW COVENANT TRUST COMPANY, N.A.
$112M
Top holdings
1
VANGUARD INDEX FDS
$23.2M
2
VANGUARD WORLD FD
$12.7M
3
VANGUARD STAR FDS
$9.84M
GRAETZ WEALTH LLC
$112M
Top holdings
1
VANGUARD INDEX FDS
$21.9M
2
VANGUARD SCOTTSDALE FDS
$13.5M
3
VANGUARD BD INDEX FDS
$10.8M
WAYSTONE ADVISORS LLC
$112M
Top holdings
1
ISHARES TR
$18.5M
2
VANGUARD INDEX FDS
$17.8M
3
VANGUARD WORLD FD
$13.8M
VITRUVIAN PARTNERS LLP
$112M
Top holdings
1
HINGE HEALTH INC
$48.2M
2
MARQETA INC
$28M
3
CARGURUS INC
$16.1M
RED TREE MANAGEMENT, LLC
$112M
Top holdings
1
BICARA THERAPEUTICS INC
$63.1M
2
CERIBELL INC
$40.4M
3
CONTINEUM THERAPEUTICS INC
$8.33M
JACOBS EQUITY LLC
$112M
Top holdings
1
SCHWAB STRATEGIC TR
$21M
2
VANGUARD INTL EQUITY INDEX F
$20.7M
3
FIDELITY COVINGTON TRUST
$14.9M
SMITH PARTNERS WEALTH MANAGEMENT, LLC
$112M
Top holdings
1
VANGUARD INDEX FDS
$36.1M
2
ISHARES TR
$20.5M
3
PIMCO ETF TR
$6.66M
