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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
S. R. SCHILL & ASSOCIATES
$148M
Top holdings
1
ISHARES TR
$44.4M
2
SPDR SERIES TRUST
$41.8M
3
VANGUARD SCOTTSDALE FDS
$26.3M
SLT HOLDINGS LLC
$148M
Top holdings
1
NVIDIA CORPORATION
$15.7M
2
APPLE INC
$11.7M
3
SPDR SERIES TRUST
$8.83M
SWITCHPOINT FINANCIAL PLANNING, LLC
$147M
Top holdings
1
DIMENSIONAL ETF TRUST
$103M
2
VANGUARD INDEX FDS
$11.6M
3
ISHARES TR
$6.49M
STRATEGENT FINANCIAL, LLC
$147M
Top holdings
1
VANGUARD INDEX FDS
$32.1M
2
DIMENSIONAL ETF TRUST
$30.4M
3
J P MORGAN EXCHANGE TRADED F
$25.5M
SLOCUM, GORDON & CO LLP
$147M
Top holdings
1
EXXON MOBIL CORP
$11.8M
2
MERCK & CO INC
$11.4M
3
JOHNSON & JOHNSON
$10.5M
SOUND FINANCIAL STRATEGIES GROUP, LLC
$147M
Top holdings
1
ISHARES TR
$51.6M
2
TIMOTHY PLAN
$14.5M
3
NORTHERN LTS FD TR IV
$13M
SPRINGVEST WEALTH MANAGEMENT LLC
$146M
Top holdings
1
DIMENSIONAL ETF TRUST
$34.7M
2
VANGUARD SCOTTSDALE FDS
$29.6M
3
SCHWAB STRATEGIC TR
$11.4M
SIPPICAN CAPITAL ADVISORS
$146M
Top holdings
1
BANCORP INC DEL
$7.96M
2
GE AEROSPACE
$4.24M
3
TRIUMPH FINANCIAL INC
$4.2M
SCOPIA CAPITAL MANAGEMENT LP
$146M
Top holdings
1
CORTEVA INC
$12.4M
2
CHEMOURS CO
$12.4M
3
VISTANCE NETWORKS INC
$12.1M
SENTRY INVESTMENT MANAGEMENT LLC
$146M
Top holdings
1
VANGUARD INDEX FDS
$146M
SEED WEALTH MANAGEMENT, INC.
$145M
Top holdings
1
EA SERIES TRUST
$48.1M
2
SCHWAB STRATEGIC TR
$14.9M
3
AMERICAN CENTY ETF TR
$13.3M
STOLZ & ASSOCIATES, PS
$143M
Top holdings
1
DIMENSIONAL ETF TRUST
$72.2M
2
AMERICAN CENTY ETF TR
$26.9M
3
ISHARES TR
$24.1M
SETTIAN CAPITAL LP
$143M
Top holdings
1
MASTERCARD INCORPORATED
$20.9M
2
APPLE INC
$18M
3
QUANTA SVCS INC
$14.8M
STRONG RETIREMENT SOLUTIONS LLC
$143M
Top holdings
1
ETF SER SOLUTIONS
$17.9M
2
VANGUARD TAX-MANAGED FDS
$6.98M
3
MICROSOFT CORP
$6.73M
SAGEOAK FINANCIAL, LLC
$142M
Top holdings
1
DIMENSIONAL ETF TRUST
$125M
2
NORTHERN LTS FD TR IV
$3.42M
3
STRATEGY SHS
$2.52M
SUMMER ROAD LLC
$142M
Top holdings
1
OCULAR THERAPEUTIX INC
$101M
2
INGLES MKTS INC
$39M
3
LINEAGE INC
$669k
SEEK FIRST INC.
$142M
Top holdings
1
SCHWAB STRATEGIC TR
$68.1M
2
APPLE INC
$28.6M
3
VANGUARD INDEX FDS
$14.5M
SHUM FINANCIAL GROUP, INC.
$141M
Top holdings
1
ISHARES TR
$34.1M
2
SPDR SERIES TRUST
$20.8M
3
APPLE INC
$12.3M
SUNRISE FINANCIAL SERVICES, LLC
$141M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$18.7M
2
INVESCO EXCH TRADED FD TR II
$12.3M
3
INVESCO EXCHANGE TRADED FD T
$11.3M
SOAPSTONE MANAGEMENT L.P.
$140M
Top holdings
1
ALAMOS GOLD INC
$33.3M
2
PUBLIC STORAGE OPER CO
$20.3M
3
CONSTELLIUM SE
$19.7M
