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
INDEX VENTURE LIFE ASSOCIATES VI LTD
$396M
Top holdings
1
CENTESSA PHARMACEUTICALS PLC
$396M
INVESTMENT ADVISORY GROUP, LLC
$393M
Top holdings
1
ISHARES TR
$116M
2
DIMENSIONAL ETF TRUST
$65.5M
3
VANGUARD INDEX FDS
$50.5M
INLET PRIVATE WEALTH, LLC
$392M
Top holdings
1
APPLE INC
$18.6M
2
ALPHABET INC
$16.6M
3
MCKESSON CORP
$15.3M
IFRAH FINANCIAL SERVICES, INC.
$378M
Top holdings
1
ISHARES TR
$148M
2
VANGUARD INDEX FDS
$31.2M
3
SCHWAB STRATEGIC TR
$21.2M
INVESTMENT PLANNING ADVISORS, INC.
$363M
Top holdings
1
SPDR SERIES TRUST
$55.4M
2
INVESCO EXCH TRADED FD TR II
$51.4M
3
VANGUARD WORLD FD
$38.7M
IRONWOOD WEALTH MANAGEMENT, LLC.
$349M
Top holdings
1
ISHARES TR
$202M
2
VANGUARD SCOTTSDALE FDS
$44.9M
3
ISHARES INC
$43.9M
III CAPITAL MANAGEMENT
$344M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$146M
2
TESLA INC
$29.7M
3
VANECK ETF TRUST
$24.8M
INTERGY PRIVATE WEALTH, LLC
$341M
Top holdings
1
INVESCO QQQ TR
$68.6M
2
SCHWAB STRATEGIC TR
$51.4M
3
ISHARES TR
$38.1M
INDEPENDENT WEALTH NETWORK INC.
$337M
Top holdings
1
SPDR SERIES TRUST
$45.6M
2
ISHARES TR
$31.4M
3
J P MORGAN EXCHANGE TRADED F
$23.2M
INDEPENDENCE FINANCIAL ADVISORS, LLC
$333M
Top holdings
1
FIDELITY COVINGTON TRUST
$191M
2
ISHARES TR
$107M
3
SPDR GOLD TR
$12.4M
IMPACT CAPITAL PARTNERS LLC
$331M
Top holdings
1
ISHARES TR
$23.9M
2
WISDOMTREE TR
$17.1M
3
APPLE INC
$15.6M
INDIANA TRUST & INVESTMENT MANAGEMENT CO
$324M
Top holdings
1
ISHARES TR
$40.6M
2
NVIDIA CORPORATION
$31.8M
3
STATE STR SPDR S&P 500 ETF T
$26.9M
INTERCHANGE CAPITAL PARTNERS, LLC
$317M
Top holdings
1
ISHARES TR
$53.9M
2
J P MORGAN EXCHANGE TRADED F
$23.6M
3
APPLE INC
$17.2M
INVESTMENT ADVISORY SERVICES INC
$314M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$34.7M
2
INVESCO QQQ TR
$30.1M
3
FIDELITY COVINGTON TRUST
$19.1M
IRONBRIDGE PRIVATE WEALTH, LLC
$310M
Top holdings
1
NVIDIA CORPORATION
$94M
2
ISHARES TR
$23.8M
3
FIRST TR EXCHANGE-TRADED FD
$17.1M
IAT REINSURANCE CO LTD.
$310M
Top holdings
1
AMGEN INC
$32.5M
2
NAM TAI PPTY INC
$29.9M
3
NAM TAI G63907-10-2 PRIVATE
$27.6M
ISLANDER CAPITAL PARTNERS, L.P.
$308M
Top holdings
1
AFFIRM HLDGS INC
$62.5M
2
SPOTIFY TECHNOLOGY S A
$49.8M
3
ROBLOX CORP
$25.9M
IDAHO TRUST CO
$308M
Top holdings
1
ISHARES TR
$117M
2
VANGUARD INTL EQUITY INDEX F
$31.5M
3
VANGUARD INDEX FDS
$31.1M
INVESTIDOR PROFISSIONAL GESTAO DE RECURSOS LTDA.
$306M
Top holdings
1
INVESCO QQQ TR
$83.3M
2
STATE STR SPDR S&P 500 ETF T
$62.4M
3
MASTERCARD INCORPORATED
$18.4M
INTERCAPITAL, LLC
$299M
Top holdings
1
MICROSOFT CORP
$48.8M
2
LULULEMON ATHLETICA INC
$20.4M
3
AFFIRM HLDGS INC
$14.7M
