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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
PARKSIDE INVESTMENTS, LLC
$823M
Top holdings
1
ISHARES TR
$316M
2
ISHARES INC
$57M
3
FIDELITY COVINGTON TRUST
$38.6M
PORTFOLIO STRATEGIES, INC.
$811M
Top holdings
1
ISHARES TR
$337M
2
VANGUARD WORLD FD
$114M
3
FIDELITY COVINGTON TRUST
$97.9M
PATHWAY FINANCIAL ADVISORS LLC
$808M
Top holdings
1
VANGUARD INDEX FDS
$253M
2
ISHARES TR
$161M
3
GOLDMAN SACHS ETF TR
$95.8M
PARKWAY WEALTH MANAGEMENT GROUP, LLC
$791M
Top holdings
1
ISHARES TR
$240M
2
VANGUARD INDEX FDS
$183M
3
ISHARES INC
$75M
PERMANENS CAPITAL L.P.
$776M
Top holdings
1
ISHARES GOLD TR
$179M
2
VANGUARD INDEX FDS
$168M
3
SPDR SERIES TRUST
$90.5M
PLANNING ALTERNATIVES LTD
$775M
Top holdings
1
ISHARES TR
$422M
2
INVESCO EXCH TRADED FD TR II
$110M
3
VANGUARD TAX-MANAGED FDS
$79.5M
PILGRIM GLOBAL ADVISORS LLC
$772M
Top holdings
1
NAVIOS MARITIME PARTNERS LP
$313M
2
SABLE OFFSHORE CORP
$301M
3
TRANSOCEAN LTD
$159M
PREMIER PATH WEALTH PARTNERS, LLC
$767M
Top holdings
1
ISHARES TR
$149M
2
SELECT SECTOR SPDR TR
$78.7M
3
APPLE INC
$38.9M
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
$763M
Top holdings
1
ISHARES TR
$102M
2
APPLE INC
$30.7M
3
PIMCO ETF TR
$30.4M
POLIANTA LTD
$754M
Top holdings
1
ISHARES TR
$521M
2
ISHARES INC
$45.1M
3
FIRST TR EXCHANGE-TRADED FD
$27.6M
PETERSON WEALTH ADVISORS, LLC
$752M
Top holdings
1
SPDR SERIES TRUST
$260M
2
J P MORGAN EXCHANGE TRADED F
$187M
3
SPDR INDEX SHS FDS
$88.1M
POWER CORP OF CANADA
$745M
Top holdings
1
FRANKLIN RESOURCES INC
$745M
PORTSIDE WEALTH GROUP, LLC
$738M
Top holdings
1
SPDR SERIES TRUST
$112M
2
ISHARES TR
$35.4M
3
SPDR INDEX SHS FDS
$26.9M
PROFESSIONAL ADVISORY SERVICES INC
$724M
Top holdings
1
ALPHABET INC
$38.2M
2
MICROSOFT CORP
$33.9M
3
ISHARES INC
$32M
PASADENA PRIVATE WEALTH, LLC
$723M
Top holdings
1
VANGUARD INDEX FDS
$205M
2
VANGUARD INTL EQUITY INDEX F
$48M
3
SCHWAB STRATEGIC TR
$37.2M
PHYSICIAN WEALTH ADVISORS, INC.
$719M
Top holdings
1
ISHARES TR
$298M
2
DIMENSIONAL ETF TRUST
$108M
3
SPDR SERIES TRUST
$51.9M
PERSONAL CFO SOLUTIONS, LLC
$712M
Top holdings
1
INNOVATOR ETFS TRUST
$102M
2
CHUBB LTD SWITZ
$62.8M
3
ISHARES TR
$42.8M
PEMBROKE MANAGEMENT, LTD
$691M
Top holdings
1
MONOLITHIC PWR SYS INC
$37.6M
2
RESIDEO TECHNOLOGIES INC
$37.6M
3
MODINE MFG CO
$35.9M
PLATINUM PARAMOUNT INVESTMENT LTD.
$689M
Top holdings
1
ON HLDG AG
$385M
2
RESTAURANT BRANDS INTL INC
$304M
PERRYMAN FINANCIAL ADVISORY INC AD
$667M
Top holdings
1
NVIDIA CORPORATION
$72M
2
APPLE INC
$49.8M
3
FIRST TR EXCHANGE-TRADED FD
$31.3M
