Trending
Tree map
Stacked
Scatter
Network
Map
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
IPG INVESTMENT ADVISORS LLC
$582M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$47.3M
2
ISHARES TR
$45.6M
3
NVIDIA CORPORATION
$34.6M
INTELLIGENCE DRIVEN ADVISERS, LLC
$574M
Top holdings
1
ISHARES TR
$124M
2
DIMENSIONAL ETF TRUST
$95.2M
3
SCHWAB STRATEGIC TR
$57.5M
IRONWOOD FINANCIAL, LLC
$573M
Top holdings
1
ISHARES TR
$296M
2
INVESCO EXCH TRD SLF IDX FD
$52.6M
3
VANGUARD INDEX FDS
$39.9M
INTEGRATED QUANTITATIVE INVESTMENTS LLC
$551M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$33.3M
2
NVIDIA CORPORATION
$11.6M
3
BANCO SANTANDER SA
$8.92M
IOWA STATE BANK
$543M
Top holdings
1
ISHARES TR
$82M
2
SPDR SERIES TRUST
$35.4M
3
ISHARES INC
$19.4M
INSIGHT ADVISORS, LLC PA
$525M
Top holdings
1
EA SERIES TRUST
$210M
2
VANGUARD INDEX FDS
$25.2M
3
STATE STR SPDR S&P 500 ETF T
$21.9M
INVESTORS RESEARCH CORP
$523M
Top holdings
1
ISHARES TR
$92M
2
SPDR SERIES TRUST
$59.6M
3
SCHWAB STRATEGIC TR
$32.7M
INDEPENDENT INVESTORS INC
$504M
Top holdings
1
APPLE INC
$274M
2
MICROSOFT CORP
$20.1M
3
JOHNSON & JOHNSON
$17.4M
INTELLECTUS PARTNERS, LLC
$490M
Top holdings
1
ALPHABET INC
$25.6M
2
TESLA INC
$25.2M
3
AMAZON COM INC
$19M
ITHAKA GROUP LLC
$482M
Top holdings
1
NVIDIA CORPORATION
$39.3M
2
AMAZON COM INC
$39M
3
META PLATFORMS INC
$32.2M
INTEL CORP
$470M
Top holdings
1
MOBILEYE GLOBAL INC
$344M
2
JOBY AVIATION INC
$127M
IAM ADVISORY, LLC
$446M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$61.9M
2
WISDOMTREE TR
$58.5M
3
AMERICAN CENTY ETF TR
$56.3M
INTEGRIS WEALTH MANAGEMENT, LLC
$435M
Top holdings
1
ISHARES TR
$91.5M
2
DIMENSIONAL ETF TRUST
$85.4M
3
VANGUARD BD INDEX FDS
$66.9M
ICON ADVISERS INC
$433M
Top holdings
1
BANK AMERICA CORP
$13.4M
2
NUVEEN FLOATING RATE INCOME
$12.9M
3
SEAGATE TECHNOLOGY HLDNGS PL
$11.3M
IPSWICH INVESTMENT MANAGEMENT CO., INC.
$426M
Top holdings
1
ISHARES TR
$26.3M
2
MICROSOFT CORP
$22.8M
3
APPLE INC
$21.3M
INVESTMENT MANAGEMENT ASSOCIATES INC
$420M
Top holdings
1
ISHARES TR
$43.8M
2
HUNTINGTON INGALLS INDS INC
$43.7M
3
UBER TECHNOLOGIES INC
$35.5M
INCEPTIONR LLC
$415M
Top holdings
1
WEC ENERGY GROUP INC
$2.24M
2
PHILIP MORRIS INTL INC
$2.23M
3
DISNEY WALT CO
$2.22M
INTESA SANPAOLO WEALTH MANAGEMENT
$410M
Top holdings
1
MICROSOFT CORP
$37.7M
2
ALPHABET INC
$29M
3
DISNEY WALT CO
$22.3M
INTEGRAL INVESTMENT ADVISORS, INC.
$402M
Top holdings
1
INNOVATOR ETFS TRUST
$74.3M
2
VANGUARD INDEX FDS
$70.7M
3
ISHARES TR
$19.3M
IRONSIDES ASSET ADVISORS, LLC
$399M
Top holdings
1
LOWES COS INC
$106M
2
ISHARES TR
$98.1M
3
VANGUARD INDEX FDS
$64.9M
