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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
INVST, LLC
$886M
Top holdings
1
ISHARES TR
$214M
2
VANGUARD INDEX FDS
$73.7M
3
SCHWAB STRATEGIC TR
$58.8M
IDG CHINA CAPITAL FUND III ASSOCIATES L.P.
$868M
Top holdings
1
CIRCLE INTERNET GROUP INC
$859M
2
WATERDROP INC
$9.28M
INFORMED MOMENTUM CO LLC
$866M
Top holdings
1
ADVANCED ENERGY INDS
$14.4M
2
NLIGHT INC
$14.1M
3
TTM TECHNOLOGIES INC
$9.28M
ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD
$833M
Top holdings
1
COGNIZANT TECHNOLOGY SOLUTIO
$56.1M
2
DBX ETF TR
$52.1M
3
ALPHABET INC
$25.9M
IMPACT PARTNERSHIP WEALTH, LLC
$810M
Top holdings
1
SPDR SERIES TRUST
$177M
2
VANGUARD INDEX FDS
$68.3M
3
VANGUARD INTL EQUITY INDEX F
$68M
INSPIRION WEALTH ADVISORS, LLC
$803M
Top holdings
1
VANGUARD INDEX FDS
$206M
2
VANGUARD WHITEHALL FDS
$86.9M
3
JANUS DETROIT STR TR
$86.5M
INFINITUM ASSET MANAGEMENT, LLC
$801M
Top holdings
1
SEA LTD
$166M
2
ARRIVENT BIOPHARMA INC
$95.7M
3
UNITY SOFTWARE INC
$93.2M
INDEPENDENCE BANK OF KENTUCKY
$789M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$84.9M
2
ISHARES TR
$73.6M
3
VANGUARD INDEX FDS
$36.2M
INTEGRITY ADVISORY SOLUTIONS, LLC
$757M
Top holdings
1
DIMENSIONAL ETF TRUST
$390M
2
ISHARES TR
$71.7M
3
SPDR SERIES TRUST
$40.6M
INTELLUS ADVISORS LLC
$732M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$82.1M
2
INVESCO QQQ TR
$72.2M
3
ISHARES GOLD TR
$50.8M
INSIGHT WEALTH PARTNERS, LLC
$713M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$467M
2
ISHARES TR
$63.6M
3
VANGUARD SCOTTSDALE FDS
$24.9M
ION FUND MANAGEMENT LTD
$707M
Top holdings
1
TEVA PHARMACEUTICAL INDS LTD
$116M
2
DELEK US HLDGS INC NEW
$61.7M
3
SOLAREDGE TECHNOLOGIES INC
$56.3M
IFC ADVISORS LLC
$699M
Top holdings
1
VANGUARD INDEX FDS
$169M
2
ANGEL OAK FUNDS TRUST
$77.7M
3
VANGUARD WORLD FD
$68.9M
IRONWOOD INVESTMENT COUNSEL, LLC
$694M
Top holdings
1
SCHWAB STRATEGIC TR
$48.4M
2
ISHARES TR
$37.9M
3
APPLE INC
$30.9M
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
$679M
Top holdings
1
ISHARES TR
$163M
2
LISTED FDS TR
$119M
3
SCHWAB STRATEGIC TR
$54.7M
IDG-ACCEL CHINA CAPITAL II ASSOCIATES L.P.
$667M
Top holdings
1
CIRCLE INTERNET GROUP INC
$667M
INSPIRE TRUST CO, N.A.
$648M
Top holdings
1
ISHARES TR
$44.2M
2
ISHARES INC
$24.4M
3
BROADCOM INC
$18M
IGNITE PLANNERS, LLC
$648M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$87.8M
2
ISHARES TR
$48.4M
3
SCHWAB STRATEGIC TR
$39.7M
IFG ADVISORS, LLC
$611M
Top holdings
1
ISHARES TR
$168M
2
VANGUARD INDEX FDS
$80.1M
3
STATE STR SPDR S&P 500 ETF T
$78.3M
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
$603M
Top holdings
1
CORNING INC
$31.2M
2
OSI SYSTEMS INC
$22.9M
3
SPDR GOLD TR
$21.5M
