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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
PLATINUM INVESTMENT MANAGEMENT LTD
$397M
Top holdings
1
ZTO EXPRESS CAYMAN INC
$50.2M
2
TRIP COM GROUP LTD
$18.9M
3
DINGDONG CAYMAN LTD
$16.7M
PCG WEALTH ADVISORS, LLC
$395M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$51.7M
2
AMERICAN CENTY ETF TR
$40.9M
3
INVESCO EXCHANGE TRADED FD T
$30.3M
PROSPERITY PLANNING, INC.
$395M
Top holdings
1
ISHARES TR
$172M
2
AMERICAN CENTY ETF TR
$80.4M
3
VANGUARD INDEX FDS
$58.7M
PACIFIC CENTER FOR FINANCIAL SERVICES
$394M
Top holdings
1
ISHARES TR
$81.2M
2
VANGUARD INDEX FDS
$75.5M
3
VANGUARD BD INDEX FDS
$56M
PEAK FINANCIAL MANAGEMENT, INC.
$394M
Top holdings
1
ISHARES TR
$60.7M
2
SCHWAB STRATEGIC TR
$52.1M
3
VANGUARD INDEX FDS
$46.1M
PROSTATIS GROUP LLC
$391M
Top holdings
1
THOR FINL TECHNOLOGIES TR
$66.5M
2
ISHARES TR
$46.6M
3
SPDR SERIES TRUST
$26.3M
PATRIOT FINANCIAL PARTNERS GP II, L.P.
$388M
Top holdings
1
METROPOLITAN BK HLDG CORP
$63.7M
2
EQUITY BANCSHARES INC
$53M
3
TOWNEBANK PORTSMOUTH VA
$51.1M
PINNBROOK CAPITAL MANAGEMENT LP
$384M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$91.8M
2
WESTERN DIGITAL CORP
$44M
3
VANECK ETF TRUST
$21.3M
PRIVATE WEALTH MANAGEMENT GROUP, LLC
$381M
Top holdings
1
DIMENSIONAL ETF TRUST
$210M
2
AMERICAN CENTY ETF TR
$34.4M
3
ISHARES TR
$29.9M
PROGRESSIVE INVESTMENT MANAGEMENT CORP
$379M
Top holdings
1
APPLE INC
$37.7M
2
ALPHABET INC
$36.5M
3
NVIDIA CORPORATION
$35.9M
PRISM ADVISORS, INC.
$375M
Top holdings
1
DIMENSIONAL ETF TRUST
$50.2M
2
ISHARES TR
$42.6M
3
FIRST TR EXCHANGE-TRADED FD
$41.2M
PROMETHOS CAPITAL, LLC
$372M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$39.5M
2
NOVARTIS AG
$31M
3
SAP SE
$21.3M
PEREGRINE ASSET ADVISERS, INC.
$371M
Top holdings
1
ISHARES TR
$59.1M
2
TIDAL TRUST III
$19M
3
ALPHABET INC
$11.5M
PREVATT CAPITAL LTD
$371M
Top holdings
1
CARGURUS INC
$84.3M
2
CME GROUP INC
$47.8M
3
GARRETT MOTION INC
$40.9M
PARAGON ADVISORS, LLC
$371M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$68.4M
2
GRAYSCALE BITCOIN MINI TR ET
$32.2M
3
ISHARES TR
$21M
PRASAD WEALTH PARTNERS, LLC
$367M
Top holdings
1
ISHARES TR
$69.2M
2
INVESCO EXCHANGE TRADED FD T
$33.6M
3
INNOVATOR ETFS TRUST
$32.2M
PRINCETON CAPITAL MANAGEMENT LLC
$367M
Top holdings
1
NVIDIA CORPORATION
$63.8M
2
APPLE INC
$34.4M
3
ALPHABET INC
$28.5M
PHYSICIANS FINANCIAL SERVICES, INC.
$365M
Top holdings
1
APPLE INC
$52.3M
2
ALPHABET INC
$24.3M
3
NVIDIA CORPORATION
$23.8M
PINNACLE FINANCIAL GROUP, LLC IL
$365M
Top holdings
1
DIMENSIONAL ETF TRUST
$97.8M
2
ISHARES TR
$37M
3
VANGUARD INDEX FDS
$36.8M
PENNANT INVESTORS, LP
$361M
Top holdings
1
SOLSTICE ADVANCED MATLS INC
$48.4M
2
ECHOSTAR CORP
$43.9M
3
MICROSOFT CORP
$36.8M
