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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
TRUEFG, LLC
$377M
Top holdings
1
SPDR SERIES TRUST
$115M
2
ISHARES TR
$97.5M
3
SPDR INDEX SHS FDS
$75.8M
THOMIST CAPITAL MANAGEMENT, LP
$371M
Top holdings
1
HF SINCLAIR CORP
$39.7M
2
DARLING INGREDIENTS INC
$27.8M
3
CORE NATURAL RESOURCES INC
$23.5M
TRIAGEN WEALTH MANAGEMENT LLC
$366M
Top holdings
1
ISHARES TR
$62.1M
2
VANGUARD INDEX FDS
$33.5M
3
APPLE INC
$30.1M
TERRIL BROTHERS, INC.
$366M
Top holdings
1
CITIGROUP INC
$46M
2
APPLE INC
$38.5M
3
VERIZON COMMUNICATIONS INC
$34.6M
THREE BRIDGE WEALTH ADVISORS, LLC
$364M
Top holdings
1
ISHARES TR
$96.5M
2
VANGUARD INDEX FDS
$31.3M
3
STATE STR SPDR S&P 500 ETF T
$27M
TRUE WEALTH DESIGN, LLC
$360M
Top holdings
1
DIMENSIONAL ETF TRUST
$168M
2
EA SERIES TRUST
$57.8M
3
SIMPLIFY EXCHANGE TRADED FUN
$30M
TACTIVE ADVISORS, LLC
$355M
Top holdings
1
ISHARES TR
$33M
2
AUTOMATIC DATA PROCESSING IN
$18.2M
3
VANGUARD INDEX FDS
$14.4M
TRINITY FINANCIAL ADVISORS LLC
$351M
Top holdings
1
DIMENSIONAL ETF TRUST
$130M
2
VANGUARD INDEX FDS
$40.1M
3
STATE STR SPDR S&P 500 ETF T
$38.5M
THREADGILL FINANCIAL, LLC
$344M
Top holdings
1
ISHARES TR
$131M
2
VANGUARD INTL EQUITY INDEX F
$75.3M
3
AUTOZONE INC
$18.3M
TEAM HEWINS, LLC
$337M
Top holdings
1
DIMENSIONAL ETF TRUST
$244M
2
AMERICAN CENTY ETF TR
$62.9M
3
ISHARES TR
$12.9M
TILSON FINANCIAL GROUP, INC.
$333M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.1M
2
VANGUARD MALVERN FDS
$49.8M
3
ISHARES TR
$34.2M
TFR CAPITAL, LLC.
$326M
Top holdings
1
ISHARES TR
$29.4M
2
NVIDIA CORPORATION
$19.4M
3
ALPHABET INC
$16.2M
TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC
$325M
Top holdings
1
APPLE INC
$23M
2
LAM RESEARCH CORP
$18.8M
3
ARISTA NETWORKS INC
$16M
TIKVAH MANAGEMENT LLC
$323M
Top holdings
1
ALPHABET INC
$77.6M
2
AMAZON COM INC
$61.6M
3
RESOLUTE HLDGS MGMT INC
$31.9M
TIGEROAK MANAGEMENT, L.L.C.
$317M
Top holdings
1
NVIDIA CORPORATION
$41.3M
2
WISDOMTREE TR
$28.3M
3
APPLE INC
$24.5M
TANDEM FINANCIAL, LLC
$314M
Top holdings
1
ISHARES TR
$77.3M
2
INVESCO QQQ TR
$29.4M
3
VANECK ETF TRUST
$23.6M
TRADEWINDS, LLC.
$310M
Top holdings
1
NVIDIA CORPORATION
$22.3M
2
APPLE INC
$20.8M
3
ALPHABET INC
$19.7M
TSA WEALTH MANAGMENT LLC
$309M
Top holdings
1
ISHARES TR
$131M
2
BLACKROCK ETF TRUST
$48.5M
3
SPDR SERIES TRUST
$30.4M
TPG FINANCIAL ADVISORS, LLC
$307M
Top holdings
1
SPDR SERIES TRUST
$83.5M
2
ISHARES TR
$69.5M
3
J P MORGAN EXCHANGE TRADED F
$25.7M
TEJARA CAPITAL LTD
$303M
Top holdings
1
DIVERSIFIED ENERGY CO
$29.1M
2
ESTABLISHMENT LABS HLDGS INC
$17.5M
3
DNOW INC
$16.1M
