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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
FWL INVESTMENT MANAGEMENT, LLC
$456M
Top holdings
1
CHENIERE ENERGY INC
$27.5M
2
SPDR SERIES TRUST
$25.5M
3
ALPS ETF TR
$25M
FINANCIAL & TAX ARCHITECTS, LLC
$448M
Top holdings
1
ISHARES TR
$96M
2
VANGUARD INDEX FDS
$29.9M
3
ABRDN ETFS
$22.9M
FORTITUDE FAMILY OFFICE, LLC
$448M
Top holdings
1
ISHARES TR
$104M
2
AMERICAN CENTY ETF TR
$62.4M
3
DIMENSIONAL ETF TRUST
$39.7M
FERMATA ADVISORS, LLC
$444M
Top holdings
1
ISHARES TR
$42M
2
WISDOMTREE TR
$23.8M
3
J P MORGAN EXCHANGE TRADED F
$22.7M
FIRST WILSHIRE SECURITIES MANAGEMENT INC
$444M
Top holdings
1
ISHARES TR
$69.5M
2
LIBERTY GLOBAL LTD
$33.4M
3
ECOVYST INC
$28.3M
FOUNDERS GROVE WEALTH PARTNERS, LLC
$440M
Top holdings
1
VANGUARD INDEX FDS
$70.3M
2
ISHARES TR
$69.8M
3
VANGUARD WORLD FD
$62.4M
FOYSTON, GORDON, & PAYNE INC
$434M
Top holdings
1
MICROSOFT CORP
$28.6M
2
META PLATFORMS INC
$24.1M
3
BROADCOM INC
$23.6M
FIRST PREMIER BANK
$433M
Top holdings
1
VANGUARD INDEX FDS
$98.2M
2
APPLE INC
$23M
3
VANGUARD WORLD FD
$18.3M
FOUNDATION WEALTH MANAGEMENT, LLC
$432M
Top holdings
1
ISHARES TR
$180M
2
DIMENSIONAL ETF TRUST
$83.2M
3
VANGUARD SCOTTSDALE FDS
$47.9M
FARMERS & MERCHANTS TRUST CO OF LONG BEACH
$426M
Top holdings
1
FARMERS & MERCHANTS BK LONG
$48.1M
2
ISHARES TR
$32M
3
APPLE INC
$29.2M
FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC
$420M
Top holdings
1
ISHARES TR
$95M
2
VANGUARD INDEX FDS
$77.3M
3
VANGUARD BD INDEX FDS
$38.1M
FAIRVOY PRIVATE WEALTH, LLC
$419M
Top holdings
1
ISHARES TR
$79.3M
2
SELECT SECTOR SPDR TR
$44.9M
3
FIRST TR EXCHANGE-TRADED FD
$39M
FLORIDA FINANCIAL ADVISORS, LLC
$418M
Top holdings
1
VANGUARD INDEX FDS
$31.4M
2
SELECT SECTOR SPDR TR
$17.9M
3
J P MORGAN EXCHANGE TRADED F
$15.4M
FLAGSTONE FINANCIAL MANAGEMENT
$403M
Top holdings
1
DIMENSIONAL ETF TRUST
$133M
2
AMERICAN CENTY ETF TR
$64M
3
SPDR SERIES TRUST
$54.6M
FRUTH INVESTMENT MANAGEMENT
$401M
Top holdings
1
WW GRAINGER INC
$18.1M
2
EXXON MOBIL CORP
$13.6M
3
LINDE PLC
$13M
FOSUN INTERNATIONAL LTD
$399M
Top holdings
1
LANVIN GROUP HOLDINGS LIMITE
$136M
2
CHAGEE HLDGS LTD
$86.2M
3
BUTTERFLY NETWORK INC
$43.3M
FORTEM FINANCIAL GROUP, LLC
$399M
Top holdings
1
GLOBAL X FDS
$24.2M
2
NVIDIA CORPORATION
$15.4M
3
SSGA ACTIVE ETF TR
$14.4M
FORTRESS INVESTMENT GROUP LLC
$394M
Top holdings
1
NEXTNAV INC
$227M
2
ISHARES BITCOIN TRUST ETF
$50.9M
3
PLAYBOY INC
$25.2M
FAIRWAY WEALTH LLC
$379M
Top holdings
1
ISHARES TR
$100M
2
VANGUARD INDEX FDS
$80.8M
3
INVESCO EXCHANGE TRADED FD T
$27.2M
FIVESPAN PARTNERS, LP
$377M
Top holdings
1
BLACKLINE INC
$112M
2
QIAGEN NV
$108M
3
APPIAN CORP
$84.6M
