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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
INHERENT MANAGEMENT CORP.
$197M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$75.1M
2
ISHARES INC
$39.9M
3
NEXTERA ENERGY INC
$26.4M
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORP
$195M
Top holdings
1
ISHARES TR
$126M
2
VANGUARD BD INDEX FDS
$47M
3
VANGUARD SCOTTSDALE FDS
$14.4M
IFS ADVISORS, LLC
$194M
Top holdings
1
ISHARES TR
$130M
2
SCHWAB STRATEGIC TR
$19M
3
INVESCO EXCH TRD SLF IDX FD
$14.8M
INTELLIGENT FINANCIAL STRATEGIES
$192M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$63.6M
2
VANGUARD INDEX FDS
$38.6M
3
VANGUARD INTL EQUITY INDEX F
$21.7M
INDEPENDENCE WEALTH ADVISORS, LLC
$188M
Top holdings
1
SELECT SECTOR SPDR TR
$54.1M
2
SPDR SERIES TRUST
$37.2M
3
SIMPLIFY EXCHANGE TRADED FUN
$29M
INTEGRITY INVESTMENT ADVISORS, LLC
$184M
Top holdings
1
ISHARES TR
$53.2M
2
DIMENSIONAL ETF TRUST
$21.1M
3
AMERICAN CENTY ETF TR
$17M
INDEX VENTURE GROWTH ASSOCIATES V LTD
$184M
Top holdings
1
ROBINHOOD MKTS INC
$118M
2
FIGMA INC
$49.7M
3
SERVICETITAN INC
$16.3M
INVESTMENTS & FINANCIAL PLANNING, LLC
$184M
Top holdings
1
VANGUARD INDEX FDS
$58.9M
2
SPDR SERIES TRUST
$37.7M
3
ISHARES TR
$32.2M
INSIGHT INV LLC
$183M
Top holdings
1
ISHARES TR
$10.3M
2
APPLE INC
$8.11M
3
FIRST TR EXCHANGE TRADED FD
$6.41M
IVYROCK ASSET MANAGEMENT HK LTD
$178M
Top holdings
1
PDD HOLDINGS INC
$117M
2
LEGEND BIOTECH CORP
$14.5M
3
ALIBABA GROUP HLDG LTD
$12.1M
INTRACK INVESTMENT MANAGEMENT INC
$175M
Top holdings
1
ISHARES TR
$15.8M
2
FIDELITY COVINGTON TRUST
$13.7M
3
DIMENSIONAL ETF TRUST
$9.63M
INNOVATIVE ASSET ADVISORS GROUP, LLC
$173M
Top holdings
1
NVIDIA CORPORATION
$25.4M
2
APPLE INC
$8.8M
3
DIMENSIONAL ETF TRUST
$8.16M
INMAN JAGER WEALTH MANAGEMENT, LLC
$171M
Top holdings
1
ISHARES TR
$50.9M
2
MICROSOFT CORP
$16.9M
3
SPDR SERIES TRUST
$15.5M
INCOME RESEARCH & MANAGEMENT
$169M
Top holdings
1
BONDBLOXX ETF TRUST
$15.1M
2
BOFA FIN LLC
$11.7M
3
AKAMAI TECHNOLOGIES INC
$11.7M
INTEGRITY WEALTH ADVISORS, INC.
$168M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$20.7M
2
DAVIS FUNDAMENTAL ETF TR
$18.7M
3
FIRST TR EXCH TRADED FD III
$12.3M
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.
$167M
Top holdings
1
INVESCO QQQ TR
$116M
2
VANGUARD INDEX FDS
$28.6M
3
STATE STR SPDR S&P 500 ETF T
$9.58M
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
$163M
Top holdings
1
DIMENSIONAL ETF TRUST
$26.6M
2
ISHARES TR
$20.7M
3
SPDR SERIES TRUST
$14.4M
INDEX VENTURE GROWTH ASSOCIATES IV LTD
$163M
Top holdings
1
SERVICETITAN INC
$109M
2
FIGMA INC
$54.2M
INSTRUMENTAL WEALTH, LLC
$163M
Top holdings
1
ISHARES TR
$122M
2
INVESCO EXCHANGE TRADED FD T
$9.87M
3
APPLE INC
$3.12M
INVARIANT INVESTMENT MANAGEMENT
$162M
Top holdings
1
AMERICAN CENTY ETF TR
$51.2M
2
ISHARES TR
$40.6M
3
INVESCO EXCHANGE TRADED FD T
$24.3M
