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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.
$69.7T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
INTREPID FAMILY OFFICE LLC
$124M
Top holdings
1
SPDR GOLD TR
$17.2M
2
ISHARES TR
$13.6M
3
VANGUARD INDEX FDS
$12.8M
INTEGRATED WEALTHCARE, LLC
$120M
Top holdings
1
VANGUARD INDEX FDS
$39.1M
2
VANGUARD TAX-MANAGED FDS
$17.2M
3
ISHARES TR
$10.1M
INDEX VENTURE GROWTH ASSOCIATES III LTD
$118M
Top holdings
1
ROBINHOOD MKTS INC
$116M
2
AURORA INNOVATION INC
$2.06M
INVESTMENT MANAGEMENT CORP
$116M
Top holdings
1
INNOVATOR ETFS TRUST
$24.1M
2
LOWES COS INC
$22.9M
3
INVESCO EXCHANGE TRADED FD T
$14.5M
INVESTMENT ADVISORY SERVICES GROUP LLC
$115M
Top holdings
1
ISHARES TR
$33.8M
2
FIDELITY MERRIMACK STR TR
$20.3M
3
J P MORGAN EXCHANGE TRADED F
$15.9M
IDG CHINA CAPITAL FUND GP III ASSOCIATES LTD.
$113M
Top holdings
1
CIRCLE INTERNET GROUP INC
$113M
2
WATERDROP INC
$459k
IFS GROUP,LLC
$112M
Top holdings
1
ISHARES TR
$19.3M
2
FIRST TR EXCHANGE-TRADED FD
$11.8M
3
PACER FDS TR
$9.62M
INTEGRITY WEALTH PARTNERS, LLC
$111M
Top holdings
1
ISHARES TR
$14.3M
2
J P MORGAN EXCHANGE TRADED F
$14.3M
3
NEOS ETF TRUST
$8.57M
INFINITY WEALTH COUNSEL, LLC
$109M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$29.6M
2
VANGUARD INDEX FDS
$26.2M
3
ISHARES TR
$14.4M
INVESTORS PORTFOLIO SERVICES LLC
$108M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$22.2M
2
FIRST TR EXCHNG TRADED FD VI
$17M
3
GOLDMAN SACHS ETF TR
$9.65M
INTENTIONAL WEALTH STRATEGIES, LLC
$107M
Top holdings
1
VANGUARD INDEX FDS
$18.6M
2
ISHARES TR
$14.4M
3
BLACKROCK ETF TRUST
$13.6M
ISHARA INVESTMENTS LP
$106M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$13.9M
2
AXSOME THERAPEUTICS INC.
$6.93M
3
XERIS BIOPHARMA HOLDINGS INC
$5.95M
INVESTMENT MANAGEMENT TRUST, LLC
$103M
Top holdings
1
APPLE INC
$8.32M
2
SPDR SERIES TRUST
$8.08M
3
NVIDIA CORPORATION
$7.91M
INDEPENDENT ORDER OF FORESTERS
$102M
Top holdings
1
VANGUARD INDEX FDS
$68.6M
2
ISHARES TR
$33.3M
INDEPENDENT WEALTH ADVISORS LLC
$102M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$13.5M
2
ISHARES TR
$12.5M
3
SPDR GOLD TR
$11.4M
INVESTED ADVISORS
$99M
Top holdings
1
ISHARES TR
$42.1M
2
SPDR SERIES TRUST
$4.04M
3
APPLE INC
$3.26M
INKWELL CAPITAL LLC
$98.2M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$6.68M
2
ALPHABET INC
$6.19M
3
MARKEL GROUP INC
$4.92M
IFC & INSURANCE MARKETING, INC.
$95.8M
Top holdings
1
SCHWAB STRATEGIC TR
$17.1M
2
INVESCO EXCH TRADED FD TR II
$14.7M
3
FIRST TR EXCHANGE-TRADED FD
$7.65M
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
$92.7M
Top holdings
1
NVIDIA CORPORATION
$26.6M
2
BROADCOM INC
$13.7M
3
VANGUARD WORLD FD
$10M
INDEX TECHNOLOGIES GROUP LLC
$91.8M
Top holdings
1
ISHARES TR
$21.7M
2
SCHWAB STRATEGIC TR
$5.07M
3
NVIDIA CORPORATION
$2.97M
