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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
FINANCIAL PARTNERS GROUP, INC
$836M
Top holdings
1
ISHARES TR
$288M
2
AMERICAN CENTY ETF TR
$48.2M
3
INVESCO EXCH TRADED FD TR II
$42.3M
FAMILY MANAGEMENT CORP
$834M
Top holdings
1
ISHARES TR
$118M
2
PIMCO ETF TR
$64.9M
3
DOUBLELINE ETF TRUST
$41.9M
FORT SHERIDAN ADVISORS LLC
$828M
Top holdings
1
APPLE INC
$68.9M
2
MICROSOFT CORP
$55.6M
3
ALPHABET INC
$40.3M
FORT POINT CAPITAL PARTNERS LLC
$825M
Top holdings
1
ISHARES TR
$201M
2
STATE STR SPDR S&P 500 ETF T
$113M
3
VANGUARD INDEX FDS
$70.5M
FINANCIAL ENHANCEMENT GROUP LLC
$807M
Top holdings
1
ISHARES TR
$133M
2
JANUS DETROIT STR TR
$83.2M
3
SPDR SERIES TRUST
$60.7M
FLAHARTY ASSET MANAGEMENT, LLC
$806M
Top holdings
1
ISHARES TR
$78.4M
2
FIRST TR EXCHANGE-TRADED FD
$77.4M
3
PIMCO ETF TR
$73.5M
FINANCIAL CONSULATE, INC
$803M
Top holdings
1
SCHWAB STRATEGIC TR
$255M
2
DIMENSIONAL ETF TRUST
$148M
3
PIMCO EQUITY SER
$82.5M
FIDEURAM ASSET MANAGEMENT IRELAND DAC
$787M
Top holdings
1
NVIDIA CORPORATION
$24.4M
2
META PLATFORMS INC
$18.5M
3
CURTISS WRIGHT CORP
$17.4M
FSM WEALTH ADVISORS, LLC
$778M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$131M
2
ISHARES TR
$120M
3
VANGUARD INTL EQUITY INDEX F
$64.3M
FIRST PACIFIC FINANCIAL
$777M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$98.3M
2
TCW ETF TRUST
$89.8M
3
DIMENSIONAL ETF TRUST
$71.3M
FIDUCIENT ADVISORS LLC
$765M
Top holdings
1
ISHARES TR
$253M
2
VANGUARD INDEX FDS
$78.3M
3
VANGUARD SCOTTSDALE FDS
$60.4M
FORTIS CAPITAL ADVISORS, LLC
$763M
Top holdings
1
SCHWAB STRATEGIC TR
$122M
2
ISHARES TR
$104M
3
VANGUARD INDEX FDS
$42.7M
FREEDOM TOGETHER FOUNDATION
$762M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$551M
2
INVESCO EXCHANGE TRADED FD T
$211M
FIDUCIARY FINANCIAL GROUP, LLC
$754M
Top holdings
1
DIMENSIONAL ETF TRUST
$181M
2
ISHARES TR
$138M
3
SCHWAB STRATEGIC TR
$56M
FRONT STREET CAPITAL MANAGEMENT, INC.
$754M
Top holdings
1
LUMEN TECHNOLOGIES INC
$87.5M
2
COGNEX CORP
$64.8M
3
GE AEROSPACE
$55.3M
FIFTHDELTA LTD
$725M
Top holdings
1
AXALTA COATING SYS LTD
$111M
2
TE CONNECTIVITY PLC
$107M
3
BLACKBERRY LTD
$85.7M
FINANCIAL ADVISORS NETWORK, INC.
$724M
Top holdings
1
ISHARES TR
$114M
2
VANGUARD BD INDEX FDS
$95.3M
3
VANGUARD INDEX FDS
$85.6M
FENGHE FUND MANAGEMENT PTE. LTD.
$724M
Top holdings
1
MKS INC.
$105M
2
BWX TECHNOLOGIES INC
$80.4M
3
TERADYNE INC
$58.3M
FCPM III SERVICES B.V.
$722M
Top holdings
1
NEWAMSTERDAM PHARMA COMPANY
$294M
2
DYNE THERAPEUTICS INC
$84.2M
3
VOR BIOPHARMA INC
$73.5M
FINANCIAL ADVISORY CORP
$720M
Top holdings
1
ISHARES TR
$500M
2
VANGUARD INDEX FDS
$118M
3
VANGUARD TAX-MANAGED FDS
$48.7M
