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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
PINNACLE WEALTH MANAGEMENT, LLC
$148M
Top holdings
1
TIDAL TRUST I
$18.4M
2
PIMCO ETF TR
$18.2M
3
J P MORGAN EXCHANGE TRADED F
$16.2M
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
$147M
Top holdings
1
ISHARES TR
$58.5M
2
SCHWAB STRATEGIC TR
$50.3M
3
J P MORGAN EXCHANGE TRADED F
$18.1M
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
$147M
Top holdings
1
ISHARES TR
$20.5M
2
NVIDIA CORPORATION
$18.4M
3
ALPHABET INC
$11.7M
PHILADELPHIA INVESTMENT PARTNERS, LLC
$147M
Top holdings
1
VANECK ETF TRUST
$21.8M
2
ISHARES TR
$16.2M
3
PALANTIR TECHNOLOGIES INC
$10.3M
PALADIN WEALTH, LLC
$145M
Top holdings
1
SPDR SERIES TRUST
$16.2M
2
BONDBLOXX ETF TRUST
$10.8M
3
AMERICAN CENTY ETF TR
$9.15M
PINCUS CAPITAL MANAGEMENT, LP
$144M
Top holdings
1
PROCTER & GAMBLE CO
$34.2M
2
APPLE INC
$17.2M
3
ALPHABET INC
$9.73M
PETIOLE USA LTD
$143M
Top holdings
1
COLONY BANKCORP INC
$9.08M
2
CARTER BANKSHARES INC
$8.89M
3
FIRST NATL CORP VA
$8.29M
PRIMORIS WEALTH ADVISORS, LLC
$143M
Top holdings
1
FIDELITY COVINGTON TRUST
$18.6M
2
VANGUARD INDEX FDS
$13.3M
3
LAM RESEARCH CORP
$7.07M
PANORAMIC CAPITAL, LLC
$142M
Top holdings
1
SEAGATE TECHNOLOGY HLDNGS PL
$15.1M
2
LUMENTUM HLDGS INC
$13.5M
3
FIVE BELOW INC
$8.98M
PISCATAQUA SAVINGS BANK
$142M
Top holdings
1
MICROSOFT CORP
$9.84M
2
APPLE INC
$9.48M
3
ALPHABET INC
$8.48M
PIN OAK INVESTMENT ADVISORS INC
$141M
Top holdings
1
KIMBELL RTY PARTNERS LP
$8.36M
2
APPLE INC
$7.01M
3
ALPHABET INC
$6.07M
PSP RESEARCH LLC
$141M
Top holdings
1
ISHARES TR
$70.5M
2
SPDR SERIES TRUST
$36.4M
3
SERA PROGNOSTICS INC
$4.87M
PETROS FAMILY WEALTH, LLC
$140M
Top holdings
1
ISHARES TR
$17.4M
2
AMERICAN CENTY ETF TR
$13.2M
3
STATE STR SPDR S&P 500 ETF T
$8.07M
PARVIN ASSET MANAGEMENT, LLC
$139M
Top holdings
1
APPLE INC
$6.17M
2
NEWMONT CORP
$4.26M
3
AGNICO EAGLE MINES LTD
$4.16M
PMG WEALTH MANAGEMENT, INC.
$139M
Top holdings
1
ISHARES TR
$30.6M
2
INVESCO EXCHANGE TRADED FD T
$15.5M
3
PIMCO ETF TR
$13.7M
PLANWISER FINANCIAL, LLC
$138M
Top holdings
1
ISHARES TR
$27M
2
AMERICAN CENTY ETF TR
$21.4M
3
VANGUARD INDEX FDS
$13.8M
PARTNERRE ASSET MANAGEMENT CORP
$138M
Top holdings
1
ISHARES TR
$111M
2
INVESCO EXCHANGE TRADED FD T
$26.8M
PROTA FINANCIAL, LLC
$138M
Top holdings
1
SCHWAB STRATEGIC TR
$17.4M
2
ISHARES TR
$16.4M
3
INVESCO EXCH TRADED FD TR II
$12.3M
PINE BROOK ROAD ADVISORS, L.P.
$138M
Top holdings
1
FIDELIS INSURANCE HOLDINGS L
$138M
POLARIS INVESTMENT ADVISORS, LLC
$137M
Top holdings
1
ISHARES TR
$84.2M
2
BLACKROCK ETF TRUST
$18.1M
3
ALPHABET INC
$8.02M
