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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
IAMS WEALTH MANAGEMENT, LLC
$287M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$27.7M
2
FIRST TR EXCHNG TRADED FD VI
$21.6M
3
INVESCO QQQ TR
$14.6M
INVESTMENT RESEARCH & ADVISORY GROUP, INC.
$286M
Top holdings
1
VANGUARD INDEX FDS
$72.4M
2
APPLE INC
$19.5M
3
ALPHABET INC
$13.4M
INVESCO, LLC
$286M
Top holdings
1
ALPHABET INC
$32.6M
2
AMAZON COM INC
$15.9M
3
ORACLE CORP
$15.4M
INCA INVESTMENTS LLC
$282M
Top holdings
1
CREDICORP LTD
$69.9M
2
GRUPO FINANCIERO GALICIA S.A
$43.9M
3
BANCO SANTANDER CHILE NEW
$42.2M
IYO BANK, LTD.
$281M
Top holdings
1
ALPHABET INC
$44.6M
2
MICROSOFT CORP
$28.6M
3
APPLE INC
$21.4M
INVESTMENT PARTNERS, LTD.
$281M
Top holdings
1
ISHARES TR
$96.3M
2
VANGUARD TAX-MANAGED FDS
$17.8M
3
VANGUARD INTL EQUITY INDEX F
$9.17M
ICW INVESTMENT ADVISORS LLC
$277M
Top holdings
1
APPLE INC
$7.13M
2
ALPHABET INC
$6.89M
3
MICROSOFT CORP
$6.41M
INDEPENDENCE ASSET ADVISORS, LLC
$277M
Top holdings
1
VANECK ETF TRUST
$144M
2
INVESCO EXCHANGE TRADED FD T
$73.9M
3
J P MORGAN EXCHANGE TRADED F
$21.3M
INLIGHT WEALTH MANAGEMENT, LLC
$270M
Top holdings
1
ISHARES TR
$78.4M
2
VANGUARD TAX-MANAGED FDS
$40.8M
3
VANGUARD INDEX FDS
$37.9M
INDIGO PARTNERS LLC
$267M
Top holdings
1
CONTROLADORA VUELA COMP DE A
$154M
2
FRONTIER GROUP HLDGS INC
$113M
IMZ ADVISORY INC
$264M
Top holdings
1
SELECT SECTOR SPDR TR
$203M
2
J P MORGAN EXCHANGE TRADED F
$24.2M
3
VANGUARD SCOTTSDALE FDS
$9.47M
INTREPID CAPITAL MANAGEMENT INC
$261M
Top holdings
1
DIMENSIONAL ETF TRUST
$21.6M
2
GROUPON INC
$15.8M
3
CERENCE INC
$13.3M
INCLINE GLOBAL MANAGEMENT LLC
$255M
Top holdings
1
ASGN INC
$17M
2
CARNIVAL PLC
$16.6M
3
TE CONNECTIVITY PLC
$15.8M
INTEGRITY WEALTH SOLUTIONS LLC
$255M
Top holdings
1
VANGUARD INDEX FDS
$40.3M
2
SPDR SERIES TRUST
$29.3M
3
DIMENSIONAL ETF TRUST
$28.1M
INVENIO WEALTH PARTNERS LLC
$252M
Top holdings
1
ISHARES TR
$37.6M
2
J P MORGAN EXCHANGE TRADED F
$27.7M
3
WISDOMTREE TR
$26.3M
INTREPID FINANCIAL PLANNING GROUP LLC
$248M
Top holdings
1
ISHARES TR
$62M
2
AB ACTIVE ETFS INC
$19.8M
3
STATE STR SPDR S&P 500 ETF T
$18.4M
IRIDIAN ASSET MANAGEMENT LLC
$247M
Top holdings
1
HERBALIFE LTD
$23.9M
2
ACV AUCTIONS INC
$22.1M
3
HILTON GRAND VACATIONS INC
$19M
INVESTMENT RESEARCH PARTNERS LLC
$246M
Top holdings
1
ISHARES TR
$59.4M
2
NVIDIA CORPORATION
$9.34M
3
ABRDN ETFS
$8.68M
INVESTORS ASSET MANAGEMENT OF GEORGIA INC
$244M
Top holdings
1
EQUIFAX INC
$15.6M
2
BEL FUSE INC
$9.56M
3
JPMORGAN CHASE & CO
$7.9M
INDEPENDENT FAMILY OFFICE, LLC
$243M
Top holdings
1
ISHARES TR
$49.9M
2
ISHARES GOLD TR
$32.9M
3
STATE STR SPDR S&P 500 ETF T
$30.1M
