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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
PUREWATER CAPITAL LLC
$104M
Top holdings
1
ETF SER SOLUTIONS
$22.7M
2
ISHARES TR
$18.2M
3
SPDR SERIES TRUST
$14.5M
KILNER CAPITAL ADVISORS, LLC
$104M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.7M
2
AMERICAN CENTY ETF TR
$36.1M
3
SCHWAB STRATEGIC TR
$1.16M
STONEBRIDGE WEALTH MANAGEMENT, LLC
$104M
Top holdings
1
WISDOMTREE TR
$80.1M
2
ISHARES TR
$5.34M
3
ABBVIE INC
$2.88M
BFI WEALTH SOLUTIONS, LLC
$104M
Top holdings
1
INNOVATOR ETFS TRUST
$54.5M
2
SCHWAB STRATEGIC TR
$16.2M
3
FIRST TR EXCHNG TRADED FD VI
$10.6M
EXPECT EQUITY LLC
$104M
Top holdings
1
MKS INC.
$4.25M
2
COLUMBIA BKG SYS INC
$3.92M
3
FIRST HORIZON CORPORATION
$3.89M
TRAILHEAD PLANNERS LLC
$104M
Top holdings
1
AMERICAN CENTY ETF TR
$48.4M
2
DIMENSIONAL ETF TRUST
$41M
3
ISHARES TR
$4.62M
BREACHWAY INVESTMENTS LLC
$104M
Top holdings
1
ISHARES TR
$34M
2
SPDR SERIES TRUST
$29.1M
3
SPDR INDEX SHS FDS
$6.33M
J.M. ARBOUR, LLC
$104M
Top holdings
1
ISHARES TR
$32M
2
TWO RDS SHARED TR
$7.86M
3
BLACKROCK ETF TRUST
$7.58M
FISCAL WISDOM WEALTH MANAGEMENT, LLC
$104M
Top holdings
1
GOLD RESOURCE CORP
$42.7M
2
ISHARES TR
$10.9M
3
SPDR SERIES TRUST
$3.38M
LUMA CAPITAL S.A. - SPF
$104M
Top holdings
1
ALPHABET INC
$17.5M
2
AMAZON COM INC
$16.4M
3
MARKEL GROUP INC
$13.5M
FINARC INVESTMENTS, INC.
$104M
Top holdings
1
ISHARES TR
$19.9M
2
FIDELITY COVINGTON TRUST
$6.07M
3
ALPHABET INC
$4.78M
BIRCHWOOD FINANCIAL PARTNERS, INC.
$104M
Top holdings
1
SCHWAB STRATEGIC TR
$18.4M
2
ISHARES TR
$17.8M
3
VANGUARD INDEX FDS
$6.91M
SCALAR GAUGE MANAGEMENT, LLC
$104M
Top holdings
1
FABRINET
$13M
2
CELESTICA INC
$9.01M
3
LEGENCE CORP
$8.47M
REALITY FINANCIAL PLANNING SERVICES, LLC
$104M
Top holdings
1
VANGUARD INDEX FDS
$26.5M
2
VANGUARD WHITEHALL FDS
$17.4M
3
VANGUARD SPECIALIZED FUNDS
$17.3M
HIGH POINT WEALTH MANAGEMENT, LLC
$104M
Top holdings
1
ISHARES TR
$26.1M
2
FIDELITY COVINGTON TRUST
$18.5M
3
FIRST TR EXCHANGE-TRADED FD
$5.15M
FULCRUM EQUITY MANAGEMENT
$103M
Top holdings
1
SELECT SECTOR SPDR TR
$15.9M
2
ISHARES TR
$15.2M
3
ISHARES INC
$8.32M
MONETARY SOLUTIONS, LTD
$103M
Top holdings
1
SCHWAB STRATEGIC TR
$46.5M
2
ISHARES TR
$9.27M
3
VANGUARD INDEX FDS
$7.8M
RUGGIERO INVESTMENTS, INC.
$103M
Top holdings
1
NVIDIA CORPORATION
$11.2M
2
STATE STR SPDR S&P 500 ETF T
$8.4M
3
ISHARES TR
$7.89M
CRESCENT STERLING, LTD.
$103M
Top holdings
1
SCHWAB STRATEGIC TR
$13.7M
2
JOHNSON & JOHNSON
$5.36M
3
APPLE INC
$4.47M
TOWNSEND FINANCIAL PLANNING, LLC
$103M
Top holdings
1
ISHARES TR
$90.4M
2
FIDELITY COVINGTON TRUST
$7.99M
3
VANGUARD WORLD FD
$1.85M
