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
POTENTIA WEALTH
$259M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$55.3M
2
APPLE INC
$27.6M
3
ISHARES TR
$23.7M
PALISADES HUDSON ASSET MANAGEMENT, L.P.
$257M
Top holdings
1
ISHARES TR
$97.9M
2
VANGUARD INDEX FDS
$21.6M
3
STATE STR SPDR S&P 500 ETF T
$18.4M
PEIRCE CAPITAL MANAGEMENT, LLC
$256M
Top holdings
1
DIMENSIONAL ETF TRUST
$106M
2
EA SERIES TRUST
$46.1M
3
ISHARES TR
$39.4M
PALISADES INVESTMENT PARTNERS, LLC
$255M
Top holdings
1
SPX TECHNOLOGIES INC
$24.7M
2
KRYSTAL BIOTECH INC
$11.7M
3
PARK AEROSPACE CORP
$11.4M
PHOENIX WEALTH ADVISORS
$253M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$43.6M
2
ISHARES TR
$31.2M
3
VANGUARD TAX-MANAGED FDS
$13.5M
PJT INVESTMENTS CORP.
$252M
Top holdings
1
ISHARES TR
$69.4M
2
THOMSON REUTERS CORP
$47.7M
3
INVESCO EXCHANGE TRADED FD T
$47.6M
PARKER FINANCIAL LLC
$250M
Top holdings
1
DIMENSIONAL ETF TRUST
$58.6M
2
VANGUARD INDEX FDS
$58.2M
3
VANGUARD TAX-MANAGED FDS
$51.1M
PORTER WHITE INVESTMENT ADVISORS, INC.
$250M
Top holdings
1
DIMENSIONAL ETF TRUST
$215M
2
AMERICAN CENTY ETF TR
$24.5M
3
VANGUARD WORLD FD
$5.67M
PELOTON WEALTH STRATEGISTS
$247M
Top holdings
1
ISHARES TR
$63.6M
2
ALPHABET INC
$11.6M
3
AMAZON COM INC
$8.07M
PILGRIM PARTNERS ASIA PTE LTD
$246M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$68.1M
2
INVESCO QQQ TR
$35.3M
3
STATE STR SPDR S&P 500 ETF T
$22.5M
PHYSICIAN WEALTH SOLUTIONS INC.
$242M
Top holdings
1
DIMENSIONAL ETF TRUST
$151M
2
AMERICAN CENTY ETF TR
$50.5M
3
VANGUARD MUN BD FDS
$16.8M
PACES FERRY WEALTH ADVISORS, LLC
$241M
Top holdings
1
SCHWAB STRATEGIC TR
$49.3M
2
ISHARES TR
$29.8M
3
HARBOR ETF TRUST
$16.8M
PFIZER INC
$239M
Top holdings
1
ORIC PHARMACEUTICALS INC
$57.7M
2
ALLOGENE THERAPEUTICS INC
$49.8M
3
ARVINAS INC
$34.9M
PALOGIC VALUE MANAGEMENT, L.P.
$237M
Top holdings
1
APPLE INC
$11.5M
2
ALPHABET INC
$10.3M
3
BROADCOM INC
$9.15M
PFG PRIVATE WEALTH MANAGEMENT, LLC
$236M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD TAX-MANAGED FDS
$25M
3
SPDR SERIES TRUST
$24.6M
PRAIRIE WEALTH ADVISORS, INC.
$231M
Top holdings
1
LINDSAY CORP
$45.7M
2
NVIDIA CORPORATION
$23.6M
3
INNOVATOR ETFS TRUST
$18M
PAVION BLUE CAPITAL, LLC
$230M
Top holdings
1
MICROSOFT CORP
$20.7M
2
ALPHABET INC
$16.4M
3
WALMART INC
$12.8M
PURKISS CAPITAL ADVISORS LLC
$227M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$26.6M
2
ISHARES GOLD TR
$16.5M
3
APPLE INC
$12.3M
PATRON PARTNERS, LLC
$226M
Top holdings
1
PROSPERITY BANCSHARES INC
$15.6M
2
UNIFIED SER TR
$12.1M
3
VANGUARD INDEX FDS
$11.7M
PEAK FINANCIAL ADVISORS LLC
$226M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$30M
2
TCW ETF TRUST
$24.9M
3
ISHARES TR
$20.7M
