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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
TRED AVON FAMILY WEALTH, LLC
$301M
Top holdings
1
ISHARES TR
$23.1M
2
BANK AMERICA CORP
$14M
3
APPLE INC
$10.1M
TIETON CAPITAL MANAGEMENT, LLC
$299M
Top holdings
1
CUSTOMERS BANCORP INC
$18.2M
2
AVIAT NETWORKS INC
$15.5M
3
ENOVA INTL INC
$15.4M
TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD.
$298M
Top holdings
1
PAYONEER GLOBAL INC
$165M
2
ZILLOW GROUP INC
$129M
3
NERDY INC
$3.22M
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA
$298M
Top holdings
1
NVIDIA CORPORATION
$49.2M
2
CHEVRON CORPORATION
$22.3M
3
MICROSOFT CORP
$16.8M
TMB CAPITAL PARTNERS, LLC
$297M
Top holdings
1
VANGUARD INDEX FDS
$36.1M
2
ISHARES TR
$24.3M
3
WALMART INC
$17.4M
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
$297M
Top holdings
1
KARMAN HLDGS INC
$156M
2
USA RARE EARTH INC
$73.5M
3
INTUITIVE MACHINES INC
$60.3M
TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO
$296M
Top holdings
1
BROADCOM INC
$15.7M
2
MICROSOFT CORP
$12.5M
3
EXXON MOBIL CORP
$9.54M
THOMAS J. HERZFELD ADVISORS, INC.
$294M
Top holdings
1
FS SPECIALTY LENDING FD
$35.1M
2
PIMCO DYNAMIC INCOME STRATEG
$27.6M
3
PROSHARES TR
$23.2M
TICINO WEALTH
$288M
Top holdings
1
ISHARES TR
$61.9M
2
SCORPIO TANKERS INC
$14.2M
3
ARDMORE SHIPPING CORP
$11.5M
THEORY FINANCIAL LLC
$285M
Top holdings
1
ISHARES TR
$66.7M
2
SELECT SECTOR SPDR TR
$38.1M
3
SCHWAB STRATEGIC TR
$27.7M
TAGSTONE CAPITAL, INC.
$283M
Top holdings
1
ISHARES TR
$55.2M
2
VANGUARD SCOTTSDALE FDS
$35.8M
3
DIMENSIONAL ETF TRUST
$30.3M
TILLER PRIVATE WEALTH, INC.
$281M
Top holdings
1
ISHARES TR
$58.1M
2
STATE STR SPDR S&P 500 ETF T
$39.9M
3
SELECT SECTOR SPDR TR
$25.5M
TOUNJIAN ADVISORY PARTNERS, LLC
$277M
Top holdings
1
ISHARES TR
$14.7M
2
NVIDIA CORPORATION
$14.4M
3
APPLE INC
$14.1M
TOWNSEND ASSET MANAGEMENT CORP
$277M
Top holdings
1
ISHARES TR
$20.9M
2
WISDOMTREE TR
$17.6M
3
INVESCO QQQ TR
$17.1M
TANGLEWOOD LEGACY ADVISORS, LLC
$276M
Top holdings
1
ISHARES TR
$119M
2
FIRST TR EXCHNG TRADED FD VI
$56.4M
3
INVESCO EXCH TRADED FD TR II
$33.5M
TED BUCHAN & CO
$275M
Top holdings
1
ISHARES TR
$76.1M
2
VANGUARD INDEX FDS
$21.1M
3
INVESCO EXCHANGE TRADED FD T
$16.4M
TRINITY WEALTH MANAGEMENT, LLC
$272M
Top holdings
1
ISHARES TR
$124M
2
SPDR SERIES TRUST
$49.1M
3
INVESCO QQQ TR
$19.6M
TRITONPOINT PARTNERS, LLC
$272M
Top holdings
1
SPDR SERIES TRUST
$46.4M
2
ISHARES TR
$42.6M
3
VANGUARD INDEX FDS
$11.6M
TRITON WEALTH MANAGEMENT, PLLC
$270M
Top holdings
1
SCHWAB STRATEGIC TR
$46.2M
2
INVESCO EXCH TRADED FD TR II
$33.8M
3
INVESCO QQQ TR
$27M
TCFG INVESTMENT ADVISORS, LLC
$267M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$22.6M
2
APPLE INC
$15M
3
RBB FD INC
$15M
