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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
RW INVESTMENT MANAGEMENT LLC
$1.03B
Top holdings
1
DIMENSIONAL ETF TRUST
$462M
2
VANGUARD INDEX FDS
$169M
3
VANGUARD BD INDEX FDS
$108M
RELYEA ZUCKERBERG HANSON LLC
$995M
Top holdings
1
VANGUARD INDEX FDS
$238M
2
ISHARES TR
$202M
3
SPDR SERIES TRUST
$57M
ROCK CREEK GROUP, LP
$988M
Top holdings
1
ISHARES TR
$446M
2
INVESCO EXCHANGE TRADED FD T
$89.8M
3
EA SERIES TRUST
$85.6M
RODGERS & ASSOCIATES, LTD
$982M
Top holdings
1
VANGUARD INDEX FDS
$332M
2
ISHARES TR
$272M
3
SPDR SERIES TRUST
$233M
RATIONAL ADVISORS, INC.
$980M
Top holdings
1
ISHARES TR
$131M
2
SCHWAB STRATEGIC TR
$105M
3
GLOBAL X FDS
$74.9M
RED CEDAR INVESTMENT MANAGEMENT, LLC
$965M
Top holdings
1
ISHARES TR
$287M
2
VANGUARD SCOTTSDALE FDS
$181M
3
ISHARES INC
$73.1M
RED DOOR WEALTH MANAGEMENT, LLC
$962M
Top holdings
1
SCHWAB STRATEGIC TR
$73.9M
2
NVIDIA CORPORATION
$45.5M
3
ALPHABET INC
$41.8M
REDHAWK WEALTH ADVISORS, INC.
$906M
Top holdings
1
ISHARES TR
$86.6M
2
SCHWAB STRATEGIC TR
$59.7M
3
INVESCO EXCHANGE TRADED FD T
$51.5M
ROMANO BROTHERS AND COMPANY
$880M
Top holdings
1
VANGUARD INDEX FDS
$59.6M
2
ISHARES TR
$51.7M
3
ABBVIE INC
$27.3M
RIVER WEALTH ADVISORS LLC
$871M
Top holdings
1
ISHARES TR
$143M
2
APPLE INC
$46.8M
3
NVIDIA CORPORATION
$38M
RMG WEALTH MANAGEMENT LLC
$866M
Top holdings
1
SCHWAB STRATEGIC TR
$244M
2
ISHARES TR
$210M
3
VANGUARD INDEX FDS
$180M
RODGERS BROTHERS INC.
$866M
Top holdings
1
COHERENT CORP
$89.2M
2
ELI LILLY & CO
$51.6M
3
ABBVIE INC
$27.7M
RAMIREZ ASSET MANAGEMENT, INC.
$832M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$51.7M
2
JBS N.V.
$29.6M
3
KB FINL GROUP INC
$24M
RPG INVESTMENT ADVISORY, LLC
$829M
Top holdings
1
NVIDIA CORPORATION
$55.4M
2
ALPHABET INC
$41.2M
3
APPLE INC
$33.7M
RTD FINANCIAL ADVISORS, INC.
$814M
Top holdings
1
ISHARES TR
$537M
2
VANGUARD INDEX FDS
$68.8M
3
INVESCO ACTIVELY MANAGED EXC
$39.3M
RHENMAN & PARTNERS ASSET MANAGEMENT AB
$810M
Top holdings
1
BOSTON SCIENTIFIC CORP
$39.2M
2
REGENERON PHARMACEUTICALS
$37.2M
3
ELI LILLY & CO
$31M
ROVIDA INVESTMENT MANAGEMENT LTD
$797M
Top holdings
1
NEBIUS GROUP N.V.
$196M
2
KRATOS DEFENSE & SEC SOLUTIO
$125M
3
BOEING CO
$123M
ROBLE, BELKO & COMPANY, INC
$787M
Top holdings
1
VANGUARD INDEX FDS
$197M
2
ISHARES TR
$122M
3
VANGUARD STAR FDS
$80.5M
RH TAILWIND MANAGEMENT, LLC
$781M
Top holdings
1
VANECK ETF TRUST
$61.1M
2
SPDR SERIES TRUST
$55.2M
3
STATE STR SPDR S&P 500 ETF T
$52M
REVOLVE WEALTH PARTNERS, LLC
$770M
Top holdings
1
VANGUARD INDEX FDS
$132M
2
EA SERIES TRUST
$102M
3
ISHARES TR
$100M
