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
FREEDOM DAY SOLUTIONS, LLC
$373M
Top holdings
1
EA SERIES TRUST
$118M
2
ISHARES TR
$22.7M
3
WISDOMTREE TR
$13M
FUSION CAPITAL, LLC
$371M
Top holdings
1
VANECK ETF TRUST
$37.4M
2
VANGUARD INDEX FDS
$24.3M
3
VANGUARD SPECIALIZED FUNDS
$21.6M
FIRST AMERICAN FINANCIAL CORP
$370M
Top holdings
1
VANGUARD INDEX FDS
$204M
2
VANGUARD STAR FDS
$162M
3
OFFERPAD SOLUTIONS INC
$3.35M
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA
$367M
Top holdings
1
ISHARES TR
$51.3M
2
VANGUARD INDEX FDS
$42.5M
3
SELECT SECTOR SPDR TR
$40.5M
FIRST NATIONAL BANK SIOUX FALLS
$366M
Top holdings
1
AMERICAN CENTY ETF TR
$65.5M
2
VANGUARD INDEX FDS
$60.3M
3
DIMENSIONAL ETF TRUST
$34.7M
FINANCIAL PERSPECTIVES, INC
$358M
Top holdings
1
ISHARES TR
$50.6M
2
VANGUARD WHITEHALL FDS
$44.2M
3
VANGUARD WORLD FD
$25.7M
FCA CORP
$354M
Top holdings
1
ISHARES TR
$49.6M
2
INVESCO EXCH TRD SLF IDX FD
$21.2M
3
VANGUARD WORLD FD
$17M
FINANCIAL ADVISORY PARTNERS, LLC
$354M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$71.5M
2
VANGUARD INDEX FDS
$59.6M
3
ISHARES TR
$31M
FIRST WASHINGTON CORP
$353M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$72.7M
2
PACCAR INC
$33.3M
3
MASTEC INC
$13.4M
FORTHRIGHT WEALTH MANAGEMENT, LLC
$353M
Top holdings
1
SCHWAB STRATEGIC TR
$67.7M
2
ISHARES TR
$65.4M
3
VANGUARD INDEX FDS
$60.5M
FIDUCIARY FAMILY OFFICE, LLC
$351M
Top holdings
1
APPLE INC
$113M
2
VANGUARD INDEX FDS
$13.6M
3
NVIDIA CORPORATION
$13.4M
FI3 FINANCIAL ADVISORS, LLC
$346M
Top holdings
1
ISHARES TR
$102M
2
VANGUARD TAX-MANAGED FDS
$41.5M
3
VANGUARD INDEX FDS
$25.8M
FIELD & MAIN BANK
$344M
Top holdings
1
VANGUARD INDEX FDS
$28.3M
2
ISHARES TR
$22.5M
3
MICROSOFT CORP
$20M
FIELDVIEW CAPITAL MANAGEMENT, LLC
$343M
Top holdings
1
FIRST CTZNS BANCSHARES INC D
$3.67M
2
WESBANCO INC
$3.45M
3
BIOGEN INC
$3.24M
FC ADVISORY LLC
$342M
Top holdings
1
ISHARES TR
$104M
2
VANGUARD INDEX FDS
$85.6M
3
VANGUARD WORLD FD
$34.8M
FINDELL CAPITAL MANAGEMENT LLC
$341M
Top holdings
1
LIQUIDIA CORPORATION
$134M
2
ESTABLISHMENT LABS HLDGS INC
$56.7M
3
DAVE INC
$29.6M
FIRST INTERNATIONAL BANK OF ISRAEL LTD.
$340M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$194M
2
ISHARES TR
$41.3M
3
INVESCO EXCH TRD SLF IDX FD
$20.2M
FREEDOM INVESTMENT MANAGEMENT, INC.
$337M
Top holdings
1
DIMENSIONAL ETF TRUST
$164M
2
VANGUARD INDEX FDS
$33.4M
3
ISHARES TR
$30.1M
FAMILY LEGACY, INC.
$333M
Top holdings
1
ISHARES TR
$16.1M
2
CATERPILLAR INC
$10.2M
3
APPLE INC
$9.65M
FIDUCIARY PLANNING LLC
$331M
Top holdings
1
WISDOMTREE TR
$45.1M
2
ISHARES TR
$28.4M
3
FIRST TR EXCHNG TRADED FD VI
$28.1M
