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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
RPD FUND MANAGEMENT LLC
$306M
Top holdings
1
ZOOMINFO TECHNOLOGIES INC
$103M
2
APPIAN CORP
$94.5M
3
NICE LTD
$74.2M
RIVERWATER PARTNERS LLC
$300M
Top holdings
1
ISHARES TR
$23.5M
2
AMERICAN CENTY ETF TR
$16.5M
3
TRUST FOR PROFESSIONAL MANAG
$14.8M
RIVERVIEW CAPITAL ADVISERS, LLC
$300M
Top holdings
1
VANGUARD INDEX FDS
$32.7M
2
BERKSHIRE HATHAWAY INC DEL
$24.3M
3
AMAZON COM INC
$23.6M
ROGCO, LP
$300M
Top holdings
1
ISHARES TR
$103M
2
VANGUARD SCOTTSDALE FDS
$28.3M
3
VANGUARD BD INDEX FDS
$20.3M
RANGE FINANCIAL GROUP LLC
$298M
Top holdings
1
ISHARES TR
$18.1M
2
FIRST TR EXCHNG TRADED FD VI
$17.7M
3
SPDR SERIES TRUST
$11.8M
RICHARD W. PAUL & ASSOCIATES, LLC
$297M
Top holdings
1
ISHARES TR
$110M
2
PIMCO ETF TR
$14.2M
3
J P MORGAN EXCHANGE TRADED F
$10.8M
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC
$296M
Top holdings
1
AMERICAN CENTY ETF TR
$155M
2
DIMENSIONAL ETF TRUST
$76.5M
3
APPLE INC
$20.4M
RIVER STREET ADVISORS LLC
$296M
Top holdings
1
ISHARES TR
$22.7M
2
MFS ACTIVE EXCHANGE TRADED F
$20.9M
3
SPDR SERIES TRUST
$15.9M
ROYAL HARBOR PARTNERS, LLC
$295M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$47.3M
2
DIMENSIONAL ETF TRUST
$37.9M
3
CAPITAL GRP FIXED INCM ETF T
$32.6M
ROTH FINANCIAL PARTNERS LLC
$293M
Top holdings
1
ISHARES TR
$159M
2
STATE STR SPDR S&P 500 ETF T
$32.7M
3
INVESCO EXCHANGE TRADED FD T
$21.1M
RALEIGH CAPITAL MANAGEMENT INC.
$290M
Top holdings
1
SPDR SERIES TRUST
$25.4M
2
ISHARES TR
$22.7M
3
SSGA ACTIVE TR
$22M
REALTA INVESTMENT ADVISORS
$288M
Top holdings
1
ISHARES TR
$27.6M
2
APPLE INC
$20.5M
3
SELECT SECTOR SPDR TR
$17.4M
RISE ADVISORS, LLC
$284M
Top holdings
1
VANGUARD INDEX FDS
$76.7M
2
FIRST TR EXCHANGE TRADED FD
$32.5M
3
JANUS DETROIT STR TR
$29.2M
REMEDIUM CAPITAL PARTNERS, LLC
$281M
Top holdings
1
ORUKA THERAPEUTICS INC
$76.8M
2
SPYRE THERAPEUTICS INC
$73.5M
3
DAMORA THERAPEUTICS INC
$53M
REDE WEALTH, LLC
$278M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$154M
2
ISHARES TR
$27.8M
3
APPLE INC
$12M
RBA WEALTH MANAGEMENT, LLC
$278M
Top holdings
1
ALPHABET INC
$11.1M
2
VANGUARD WORLD FD
$11M
3
APPLE INC
$10.1M
RESURGENT FINANCIAL ADVISORS LLC
$277M
Top holdings
1
ISHARES TR
$26.5M
2
ALPHABET INC
$13.1M
3
NVIDIA CORPORATION
$12.3M
RANCH CAPITAL ADVISORS INC.
$277M
Top holdings
1
SPDR SERIES TRUST
$19.1M
2
SELECT SECTOR SPDR TR
$12.8M
3
ISHARES TR
$11.2M
RIVERPARK ADVISORS, LLC
$276M
Top holdings
1
CONFLUENT INC
$43.6M
2
ZIFF DAVIS INC
$15.5M
3
LIVE OAK ACQUISITION CORP V
$10.9M
RENESAS ELECTRONICS AMERICA INC.
$275M
Top holdings
1
WOLFSPEED INC
$275M
