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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
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP
$566M
Top holdings
1
APTIV PLC
$27M
2
ECOLAB INC
$26.5M
3
GLOBUS MED INC
$25.3M
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
$562M
Top holdings
1
SPDR SERIES TRUST
$114M
2
ISHARES TR
$114M
3
DBX ETF TR
$47.5M
FLC CAPITAL ADVISORS
$560M
Top holdings
1
SCHWAB STRATEGIC TR
$143M
2
VANGUARD INDEX FDS
$48M
3
ISHARES TR
$40.6M
FOUNDERS FINANCIAL ALLIANCE, LLC
$555M
Top holdings
1
APPLE INC
$32.6M
2
ISHARES TR
$32.1M
3
NVIDIA CORPORATION
$23.9M
FFT WEALTH MANAGEMENT LLC
$552M
Top holdings
1
ISHARES TR
$275M
2
GMO ETF TRUST
$59.3M
3
STATE STR SPDR S&P 500 ETF T
$27M
FINANCIAL SECURITY ADVISOR, INC.
$544M
Top holdings
1
NEOS ETF TRUST
$104M
2
INVESCO EXCH TRADED FD TR II
$89.7M
3
INVESCO EXCHANGE TRADED FD T
$32M
FTV MANAGEMENT COMPANY, L.P.
$541M
Top holdings
1
NEPTUNE INS HLDGS INC
$541M
FRANCIS FINANCIAL, INC.
$539M
Top holdings
1
VANGUARD INDEX FDS
$118M
2
ISHARES TR
$64.7M
3
VANGUARD BD INDEX FDS
$46.8M
FONVILLE WEALTH MANAGEMENT LLC
$525M
Top holdings
1
AMERICAN CENTY ETF TR
$108M
2
DIMENSIONAL ETF TRUST
$89.1M
3
VANGUARD BD INDEX FDS
$74.5M
FAMILY INVESTMENT CENTER, INC.
$520M
Top holdings
1
VANGUARD BD INDEX FDS
$74.6M
2
AMERICAN CENTY ETF TR
$65.6M
3
INVESCO EXCHANGE TRADED FD T
$63.3M
FIRST FIDUCIARY INVESTMENT COUNSEL, INC.
$497M
Top holdings
1
JPMORGAN CHASE & CO
$35.7M
2
MICROSOFT CORP
$27.4M
3
LOWES COS INC
$22.6M
FINANCIAL SENSE ADVISORS, INC.
$493M
Top holdings
1
ISHARES TR
$54M
2
VANGUARD INDEX FDS
$36M
3
NEXTERA ENERGY INC
$27M
FIRESTONE CAPITAL MANAGEMENT
$480M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
ISHARES TR
$63.5M
3
SCHWAB STRATEGIC TR
$62.3M
FRISCH FINANCIAL GROUP, INC.
$478M
Top holdings
1
VANGUARD INDEX FDS
$52M
2
ISHARES TR
$51.3M
3
BLACKROCK ETF TRUST
$39.3M
FRONTIER ASSET MANAGEMENT, LLC
$477M
Top holdings
1
ISHARES TR
$119M
2
ADVISORS INNER CIRCLE FD II
$66M
3
AMERICAN CENTY ETF TR
$65.9M
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
$464M
Top holdings
1
VANGUARD INDEX FDS
$113M
2
ISHARES TR
$69.1M
3
VANGUARD SCOTTSDALE FDS
$41.2M
FULCRUM CAPITAL LLC
$461M
Top holdings
1
VANGUARD INDEX FDS
$43.9M
2
MICROSOFT CORP
$30.9M
3
APPLE INC
$25.3M
FORESITE CAPITAL MANAGEMENT VI LLC
$460M
Top holdings
1
CG ONCOLOGY INC
$150M
2
ALUMIS INC
$93.6M
3
CENTESSA PHARMACEUTICALS PLC
$54.2M
FIELDER CAPITAL GROUP LLC
$459M
Top holdings
1
ISHARES GOLD TR
$37.9M
2
VANECK ETF TRUST
$37.7M
3
GLOBAL X FDS
$23.5M
FARRINGDON CAPITAL, LTD.
$457M
Top holdings
1
ISHARES TR
$12.1M
2
ISHARES BITCOIN TRUST ETF
$11.8M
3
STATE STR SPDR S&P 500 ETF T
$10.5M
