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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
RCW MANAGEMENT, LLC
$97.6M
Top holdings
1
SCHWAB STRATEGIC TR
$26.1M
2
VANGUARD WORLD FD
$20.8M
3
SELECT SECTOR SPDR TR
$13.3M
CHIRON CAPITAL MANAGEMENT, LLC
$97.5M
Top holdings
1
BRISTOL-MYERS SQUIBB CO
$11.6M
2
NVIDIA CORPORATION
$4.45M
3
MICROSOFT CORP
$4.08M
SENSENIG CAPITAL ADVISORS, INC
$97.5M
Top holdings
1
DIMENSIONAL ETF TRUST
$39.1M
2
AMERICAN CENTY ETF TR
$38M
3
ISHARES TR
$9.36M
BALLAST FINANCIAL ADVISORS LLC
$97.5M
Top holdings
1
SCHWAB STRATEGIC TR
$37.7M
2
ISHARES TR
$13.3M
3
VANGUARD INDEX FDS
$9.04M
JOHN & KATHLEEN SCHREIBER FOUNDATION
$97.5M
Top holdings
1
BLACKSTONE INC
$78.1M
2
BLACKSTONE SECD LENDING FD
$9.04M
3
BLACKSTONE MORTGAGE TRUST IN
$5.42M
COGENT STRATEGIC WEALTH LLC
$97.3M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.6M
2
EA SERIES TRUST
$6.61M
3
ISHARES TR
$5.93M
ATLAS WEALTH PARTNERS, LLC
$97.3M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$18.9M
2
FIDELITY WISE ORIGIN BITCOIN
$12.5M
3
LISTED FDS TR
$9.29M
STRATEGIC FINANCIAL GROUP, LLC
$97.1M
Top holdings
1
ISHARES TR
$27.1M
2
VANGUARD INDEX FDS
$23.6M
3
INVESCO EXCH TRD SLF IDX FD
$13.8M
ARRINGTON CAPITAL MANAGEMENT, LLC
$97.1M
Top holdings
1
ARMADA ACQUISITION CORP II
$59.8M
2
HYPERLIQUID STRATEGIES INC
$6.21M
3
ISHARES INC
$4.06M
YU FAN
$97M
Top holdings
1
KESTRA MED TECHNOLOGIES LTD
$45.5M
2
ALUMIS INC
$17.1M
3
CERIBELL INC
$10.1M
STANDARD FAMILY OFFICE LLC
$96.8M
Top holdings
1
VANGUARD INDEX FDS
$77.1M
2
VANGUARD INTL EQUITY INDEX F
$10.8M
3
INVESCO EXCHANGE TRADED FD T
$4.81M
TRUNORTH FINANCIAL SERVICES, INC.
$96.7M
Top holdings
1
ISHARES TR
$16.9M
2
SCHWAB STRATEGIC TR
$14.7M
3
WISDOMTREE TR
$13.5M
RAMSEY QUANTITATIVE SYSTEMS
$96.6M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$89.3M
2
READY CAPITAL CORP
$2.02M
3
PROSHARES TR II
$1.2M
FULLERTON ADVISORS, LLC
$96.6M
Top holdings
1
VANGUARD INDEX FDS
$23.2M
2
VANGUARD TAX-MANAGED FDS
$8.95M
3
FIDELITY COVINGTON TRUST
$8.91M
WATERSHED ASSET MANAGEMENT, L.L.C.
$96.5M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$5.69M
2
VISA INC
$4.25M
3
ISHARES INC
$4.02M
SAMARA INVESTMENT MANAGEMENT, LLC
$96.5M
Top holdings
1
SPDR SERIES TRUST
$22.6M
2
MICROSOFT CORP
$5.6M
3
ALPHABET INC
$5.02M
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
$96.5M
Top holdings
1
ISHARES TR
$39.3M
2
SCHWAB STRATEGIC TR
$25.5M
3
STATE STR SPDR S&P 500 ETF T
$16.3M
STEEL PARTNERS HOLDINGS L.P.
$96.4M
Top holdings
1
INMODE LTD
$24.6M
2
MATTHEWS INTL CORP
$19.9M
3
GREEN DOT CORP
$13.8M
UNIFY FINANCIAL ADVISORS
$96.4M
Top holdings
1
ISHARES TR
$25.5M
2
SCHWAB STRATEGIC TR
$19.3M
3
VANGUARD INDEX FDS
$6.19M
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
$96.1M
Top holdings
1
CAMBRIA ETF TR
$17.4M
2
VANGUARD SCOTTSDALE FDS
$13.5M
3
SIMPLIFY EXCHANGE TRADED FUN
$10.6M
