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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
RAM INVESTMENT PARTNERS, LLC
$569M
Top holdings
1
DIMENSIONAL ETF TRUST
$371M
2
PIMCO ETF TR
$51.3M
3
MICROSOFT CORP
$42.4M
ROCKPORT WEALTH LLC
$549M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$98.5M
2
EA SERIES TRUST
$74.6M
3
SELECT SECTOR SPDR TR
$33.1M
REQUISITE CAPITAL MANAGEMENT, LLC
$537M
Top holdings
1
GOLDMAN SACHS ETF TR
$194M
2
ISHARES TR
$109M
3
J P MORGAN EXCHANGE TRADED F
$40.6M
RS CRUM INC.
$517M
Top holdings
1
DIMENSIONAL ETF TRUST
$239M
2
VANGUARD BD INDEX FDS
$97.5M
3
ISHARES TR
$38.1M
REAP FINANCIAL GROUP, LLC
$507M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$167M
2
VANGUARD INDEX FDS
$119M
3
AMERICAN CENTY ETF TR
$65.8M
RAMSAY, STATTMAN, VELA & PRICE, INC.
$506M
Top holdings
1
APPLE INC
$38.3M
2
MICROSOFT CORP
$37M
3
ALPHABET INC
$36.4M
ROWLANDMILLER & PARTNERS.ADV
$493M
Top holdings
1
APPLE INC
$32.9M
2
ALPHABET INC
$26.8M
3
PROGRESSIVE CORP
$20.3M
REGENT PEAK WEALTH ADVISORS LLC
$490M
Top holdings
1
VANGUARD INDEX FDS
$108M
2
ISHARES TR
$85.7M
3
APPLE INC
$27.4M
ROSSBY FINANCIAL, LCC
$489M
Top holdings
1
ISHARES TR
$69.3M
2
MORGAN STANLEY ETF TRUST
$47.7M
3
SCHWAB STRATEGIC TR
$23.7M
ROSENBERG MATTHEW HAMILTON
$488M
Top holdings
1
SPDR SERIES TRUST
$78.8M
2
J P MORGAN EXCHANGE TRADED F
$69.3M
3
SCHWAB STRATEGIC TR
$47.2M
RIGGS ASSET MANAGMENT CO. INC.
$486M
Top holdings
1
ISHARES TR
$60.1M
2
GLOBAL X FDS
$33.2M
3
SPDR SERIES TRUST
$29.1M
RPG FAMILY WEALTH ADVISORY, LLC
$479M
Top holdings
1
ISHARES TR
$51.2M
2
SELECT SECTOR SPDR TR
$29.7M
3
J P MORGAN EXCHANGE TRADED F
$27.6M
REMPART ASSET MANAGEMENT INC.
$475M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$27.9M
2
CANADIAN NAT RES LTD MED TER
$27.4M
3
SUNCOR ENERGY INC NEW
$27.4M
RIVERMONT CAPITAL MANAGEMENT LP
$475M
Top holdings
1
SEAGATE TECHNOLOGY HLDNGS PL
$47.8M
2
SENSIENT TECHNOLOGIES CORP
$47.8M
3
WESTERN DIGITAL CORP
$31.3M
REVERENCE CAPITAL PARTNERS, L.P.
$474M
Top holdings
1
FLAGSTAR BANK NATIONAL ASSOC
$474M
RB CAPITAL MANAGEMENT, LLC
$471M
Top holdings
1
APPLE INC
$67.9M
2
ALPHABET INC
$24.3M
3
BERKSHIRE HATHAWAY INC DEL
$22M
RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
$470M
Top holdings
1
SCHWAB STRATEGIC TR
$104M
2
VANGUARD INDEX FDS
$99.3M
3
GOLDMAN SACHS ETF TR
$80.9M
REGENTS GATE CAPITAL LLP
$469M
Top holdings
1
AMAZON COM INC
$30.6M
2
INGERSOLL RAND INC
$24.9M
3
PARKER-HANNIFIN CORP
$24.9M
RENAISSANCE INVESTMENT GROUP LLC
$465M
Top holdings
1
ALPHABET INC
$28.5M
2
BROADCOM INC
$24.8M
3
TJX COS INC NEW
$21.2M
REZNY WEALTH MANAGEMENT, INC.
$464M
Top holdings
1
ISHARES TR
$157M
2
VANGUARD INDEX FDS
$144M
3
SELECT SECTOR SPDR TR
$44.2M
