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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
INVESTMENT PARTNERS ASSET MANAGEMENT, INC.
$162M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$14M
2
ISHARES TR
$10.2M
3
APPLE INC
$8.9M
INNEALTA CAPITAL, LLC
$161M
Top holdings
1
SELECT SECTOR SPDR TR
$70.2M
2
FRANKLIN TEMPLETON ETF TR
$29.5M
3
ISHARES INC
$18.9M
IMG WEALTH MANAGEMENT, INC.
$157M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$39M
2
INNOVATOR ETFS TRUST
$23.6M
3
FIRST TR EXCHANGE-TRADED FD
$12.1M
INVERA WEALTH ADVISORS, LLC
$156M
Top holdings
1
ISHARES TR
$48.7M
2
ALPHABET INC
$6.21M
3
APPLE INC
$5.74M
INTERACTIVE FINANCIAL ADVISORS, INC.
$153M
Top holdings
1
ISHARES TR
$64.9M
2
SPDR SERIES TRUST
$14.2M
3
VANGUARD TAX-MANAGED FDS
$10.9M
INTEGRAS PARTNERS LLC
$152M
Top holdings
1
DIMENSIONAL ETF TRUST
$19.7M
2
ISHARES TR
$18M
3
VANECK ETF TRUST
$10.5M
IBEX INVESTORS LLC
$152M
Top holdings
1
ITURAN LOCATION AND CONTROL
$44.2M
2
MONDAY COM LTD
$33.7M
3
ETORO GROUP LTD
$30.6M
INTEGRATED CAPITAL MANAGEMENT, INC.
$150M
Top holdings
1
SPDR SERIES TRUST
$37.3M
2
ISHARES TR
$21.6M
3
AMERICAN CENTY ETF TR
$19.9M
INCOME INSURANCE LTD
$147M
Top holdings
1
NVIDIA CORPORATION
$12.9M
2
APPLE INC
$11.4M
3
ALPHABET INC
$9.39M
IMMERSION CORP
$145M
Top holdings
1
BARNES & NOBLE ED INC
$99M
2
FIVE POINT HOLDINGS LLC
$13.5M
3
XPERI INC
$10.7M
INTEGRATED FINANCIAL SOLUTIONS, INC.
$144M
Top holdings
1
APPLE INC
$30.4M
2
NVIDIA CORPORATION
$30.4M
3
BROADCOM INC
$23.7M
IMPACT INVESTORS, INC
$144M
Top holdings
1
ISHARES TR
$34.5M
2
SPDR SERIES TRUST
$13.6M
3
ISHARES GOLD TR
$11.1M
IPSEN ADVISOR GROUP LLC
$143M
Top holdings
1
ISHARES TR
$45.4M
2
INVESCO EXCH TRADED FD TR II
$8.9M
3
J P MORGAN EXCHANGE TRADED F
$6.06M
INNOVATIVE WEALTH BUILDING LLC
$142M
Top holdings
1
VANGUARD INDEX FDS
$60.7M
2
ISHARES TR
$27.8M
3
PGIM ETF TR
$7.43M
IF ADVISORS, LLC
$141M
Top holdings
1
VANGUARD INDEX FDS
$45.1M
2
ISHARES TR
$18.8M
3
VANGUARD TAX-MANAGED FDS
$14.3M
ISABELLA CAPITAL MANAGEMENT LLP
$135M
Top holdings
1
ISHARES TR
$53.7M
2
ALIBABA GROUP HLDG LTD
$38.2M
3
STRATEGY INC
$30.3M
ILLUMINE INVESTMENT MANAGEMENT, LLC
$130M
Top holdings
1
ISHARES TR
$6.93M
2
J P MORGAN EXCHANGE TRADED F
$5.58M
3
UNITED THERAPEUTICS CORP DEL
$4.59M
INTRINSIC VALUE PARTNERS, LLC
$130M
Top holdings
1
ALPHABET INC
$20.5M
2
BERKSHIRE HATHAWAY INC DEL
$15.2M
3
VANGUARD INDEX FDS
$8.59M
IVORY UNION CONSULTING LTD
$128M
Top holdings
1
NVIDIA CORPORATION
$89.2M
2
ALPHABET INC
$38.5M
IDG CHINA VENTURE CAPITAL FUND V ASSOCIATES L.P.
$126M
Top holdings
1
RLX TECHNOLOGY INC
$126M
