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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
TANDEMGROWTH FINANCIAL ADVISORS LLC
$106M
Top holdings
1
DIMENSIONAL ETF TRUST
$43M
2
AMERICAN CENTY ETF TR
$40.1M
3
SCHWAB STRATEGIC TR
$18.1M
RED MOUNTAIN FINANCIAL, LLC
$106M
Top holdings
1
SCHWAB STRATEGIC TR
$19.7M
2
J P MORGAN EXCHANGE TRADED F
$17.9M
3
APPLE INC
$5.23M
OPUS FINANCIAL SOLUTIONS LLC
$106M
Top holdings
1
VANGUARD INDEX FDS
$12.6M
2
VANGUARD BD INDEX FDS
$11M
3
SCHWAB STRATEGIC TR
$11M
REAL TALK CAPITAL, LLC
$106M
Top holdings
1
VANGUARD INDEX FDS
$26.5M
2
ISHARES TR
$14.5M
3
PROSHARES TR
$12M
MIDWAY CAPITAL RESEARCH & MANAGEMENT
$106M
Top holdings
1
APPLIED MATLS INC
$9.93M
2
APPLE INC
$6.62M
3
JONES LANG LASALLE INC
$5.38M
SNOWWATER INVESTMENT PARTNERS, LLC
$106M
Top holdings
1
VANGUARD INDEX FDS
$14.2M
2
INVESCO QQQ TR
$6.73M
3
ALPHABET INC
$6.71M
TOWN LANE MANAGEMENT LP
$106M
Top holdings
1
ALEXANDRIA REAL ESTATE EQ IN
$40.2M
2
KITE REALTY GROUP TRUST
$26.1M
3
EQUITY RESIDENTIAL
$25M
3 FACTOR INDEXING, LLC
$106M
Top holdings
1
DIMENSIONAL ETF TRUST
$50.6M
2
VANGUARD BD INDEX FDS
$13.1M
3
AMERICAN CENTY ETF TR
$11.8M
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
$106M
Top holdings
1
ISHARES TR
$19.5M
2
INVESCO EXCH TRADED FD TR II
$8.17M
3
VANGUARD SCOTTSDALE FDS
$7.58M
CONTINENTAL INVESTORS SERVICES, INC.
$106M
Top holdings
1
ZACKS TRUST
$34.8M
2
ISHARES TR
$11.6M
3
VANGUARD SCOTTSDALE FDS
$6.75M
PATHWAY WEALTH MANAGEMENT LLC
$106M
Top holdings
1
NVIDIA CORPORATION
$37.4M
2
BROADCOM INC
$15M
3
ADVANCED MICRO DEVICES INC
$7.89M
KIDS CAPITAL MANAGEMENT, L.P.
$106M
Top holdings
1
AMAZON COM INC
$18.5M
2
ALPHABET INC
$18.1M
3
MERCADOLIBRE INC
$14M
TRASK ADAM ROLAND
$106M
Top holdings
1
ELI LILLY & CO
$7.64M
2
GOLDMAN SACHS ETF TR
$7.22M
3
CENTRUS ENERGY CORP
$7.17M
ISHARA INVESTMENTS LP
$106M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$13.9M
2
AXSOME THERAPEUTICS INC.
$6.93M
3
XERIS BIOPHARMA HOLDINGS INC
$5.95M
LITTLEJOHN & CO LLC
$106M
Top holdings
1
MAGNERA CORP
$23.1M
2
ALGOMA STL GROUP INC
$14.2M
3
AVEANNA HEALTHCARE HLDGS INC
$14.2M
BAYHUNT CAPITAL LLC
$106M
Top holdings
1
WELLTOWER INC
$10.7M
2
AMERICAN HEALTHCARE REIT INC
$10.2M
3
BRIXMOR PPTY GROUP INC
$9.88M
TIMMONS WEALTH MANAGEMENT, LLC
$106M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$28.7M
2
SCHWAB STRATEGIC TR
$17.6M
3
VANGUARD TAX-MANAGED FDS
$11.5M
DARA CAPITAL US, INC.
$105M
Top holdings
1
ISHARES TR
$7.17M
2
NVIDIA CORPORATION
$6.55M
3
META PLATFORMS INC
$6.26M
AUCTUS ADVISORS LLC
$105M
Top holdings
1
PUTNAM ETF TRUST
$44.1M
2
HARBOR ETF TRUST
$38.1M
3
APPLE INC
$9.73M
ALDEBARAN FINANCIAL INC.
$105M
Top holdings
1
SPDR SERIES TRUST
$15.2M
2
BERKSHIRE HATHAWAY INC DEL
$7.48M
3
APPLE INC
$6.22M
