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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
FERGUSON SHAPIRO LLC
$328M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$61.3M
2
FIRST TR EXCHANGE-TRADED FD
$52.8M
3
TIDAL TRUST II
$47.4M
FOCUSED ALPHA, LLC
$324M
Top holdings
1
ISHARES TR
$38.2M
2
VANGUARD INDEX FDS
$26.2M
3
FEDERATED HERMES ETF TRUST
$14.8M
FINANCIAL LIFE ADVISORS
$321M
Top holdings
1
ISHARES TR
$155M
2
SCHWAB STRATEGIC TR
$36.2M
3
SPDR SERIES TRUST
$32.6M
FORTRESS PRIVATE LEDGER, LLC
$320M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$40.9M
2
NVIDIA CORPORATION
$17.6M
3
CAPITAL GROUP DIVIDEND VALUE
$15.7M
FSB PREMIER WEALTH MANAGEMENT, INC.
$319M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$34.6M
2
FIRST TR EXCHNG TRADED FD VI
$33.1M
3
SPDR SERIES TRUST
$23M
FDX ADVISORS, INC.
$313M
Top holdings
1
ISHARES TR
$106M
2
SPDR SERIES TRUST
$23.9M
3
VANGUARD INDEX FDS
$19.3M
FLYNN ZITO CAPITAL MANAGEMENT, LLC
$313M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$20.8M
2
ISHARES TR
$19.9M
3
NEW YORK LIFE INVESTMENTS ET
$19.6M
FINANCIAL INSIGHTS, INC.
$309M
Top holdings
1
SPDR SERIES TRUST
$57.8M
2
SCHWAB STRATEGIC TR
$28.9M
3
VANGUARD INDEX FDS
$28.8M
FIRST UNITED BANK & TRUST
$308M
Top holdings
1
VANGUARD INDEX FDS
$69.5M
2
ISHARES TR
$42M
3
INVESCO QQQ TR
$19.1M
FEARNLEY ASSET MANAGEMENT AS
$306M
Top holdings
1
SM ENERGY COMPANY
$43.3M
2
PETROLEO BRASILEIRO S A
$35.8M
3
MATADOR RES CO
$32.5M
FORUM PRIVATE CLIENT GROUP LLC
$300M
Top holdings
1
ISHARES TR
$88.7M
2
DIMENSIONAL ETF TRUST
$66.6M
3
VANGUARD WHITEHALL FDS
$33.4M
FISCHER FINANCIAL SERVICES, INC.
$297M
Top holdings
1
FIDELITY COVINGTON TRUST
$73.6M
2
ISHARES TR
$43.3M
3
VANGUARD SCOTTSDALE FDS
$34.4M
FRONT ROW ADVISORS LLC
$296M
Top holdings
1
NVIDIA CORPORATION
$43.5M
2
APPLE INC
$32.7M
3
BROADCOM INC
$15.3M
FIRETRAIL INVESTMENTS PTY LTD
$293M
Top holdings
1
APPLE INC
$26.2M
2
TAIWAN SEMICONDUCTOR MANUFAC
$25.1M
3
AMAZON COM INC
$21.3M
FAMILY WEALTH PARTNERS, LLC
$293M
Top holdings
1
ISHARES TR
$66.5M
2
DIMENSIONAL ETF TRUST
$48.5M
3
VANGUARD INDEX FDS
$41.9M
FRANCISCO PARTNERS MANAGEMENT, LP
$292M
Top holdings
1
LEGALZOOM COM INC
$162M
2
GOODRX HLDGS INC
$118M
3
PAYSAFE LIMITED
$11.7M
FAIRFIELD FINANCIAL ADVISORS, LTD
$290M
Top holdings
1
SELECT SECTOR SPDR TR
$33.2M
2
INVESCO QQQ TR
$29M
3
PARNASSUS CORE EQUITY INVESTOR
$15M
FRIDAY FINANCIAL
$290M
Top holdings
1
ISHARES TR
$90.8M
2
SCHWAB STRATEGIC TR
$43M
3
DIMENSIONAL ETF TRUST
$29.8M
FINANCIAL CONNECTIONS GROUP, INC.
$288M
Top holdings
1
DIMENSIONAL ETF TRUST
$93.5M
2
J P MORGAN EXCHANGE TRADED F
$44.3M
3
ISHARES TR
$32.7M
FORZA WEALTH MANAGEMENT, LLC
$287M
Top holdings
1
ISHARES TR
$29.5M
2
DIMENSIONAL ETF TRUST
$28.4M
3
VANGUARD INDEX FDS
$17.7M
