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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
TWIN LAKES CAPITAL MANAGEMENT, LLC
$220M
Top holdings
1
SPDR SERIES TRUST
$27.5M
2
APPLE INC
$20.7M
3
SEAGATE TECHNOLOGY HLDNGS PL
$19.3M
TEALWOOD ASSET MANAGEMENT INC
$220M
Top holdings
1
ALPHABET INC
$4.81M
2
TERADYNE INC
$3.65M
3
JOHNSON & JOHNSON
$3.6M
TRANSCENDENT CAPITAL GROUP LLC
$219M
Top holdings
1
ISHARES TR
$41.7M
2
AIM ETF PRODUCTS TRUST
$17.6M
3
VANGUARD SCOTTSDALE FDS
$15.1M
TAYLOR SECURITIES SERVICES, INC.
$214M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$57.1M
2
LISTED FDS TR
$53.3M
3
STATE STR SPDR S&P 500 ETF T
$24.9M
THAYER PARTNERS, LLC MA
$210M
Top holdings
1
ISHARES TR
$43.4M
2
VANGUARD INDEX FDS
$42.3M
3
VANGUARD TAX-MANAGED FDS
$20.3M
TENRET CO LLC
$207M
Top holdings
1
VANGUARD INDEX FDS
$72.7M
2
SCHWAB STRATEGIC TR
$39.5M
3
VANGUARD TAX-MANAGED FDS
$32M
TABLEAUX LLC
$206M
Top holdings
1
SPDR SERIES TRUST
$28.4M
2
ISHARES TR
$25.3M
3
DIMENSIONAL ETF TRUST
$23.4M
TWIN SECURITIES, INC.
$206M
Top holdings
1
ELECTRONIC ARTS INC
$91.1M
2
WARNER BROS DISCOVERY INC
$35.7M
3
CLEARWATER ANALYTICS HLDGS I
$27.5M
TAM CAPITAL MANAGEMENT INC.
$205M
Top holdings
1
THE CIGNA GROUP
$129M
2
SALESFORCE INC
$40.9M
3
CHARTER COMMUNICATIONS INC
$13.3M
TRADEMARK FINANCIAL MANAGEMENT, LLC
$204M
Top holdings
1
ISHARES TR
$35.3M
2
INVESCO EXCH TRADED FD TR II
$24.8M
3
J P MORGAN EXCHANGE TRADED F
$16.4M
TRUE BLUE BVI LTD
$203M
Top holdings
1
ALPHABET INC
$168M
2
NVIDIA CORPORATION
$35M
TREVIAN WEALTH MANAGEMENT LLC
$203M
Top holdings
1
VANGUARD INDEX FDS
$106M
2
ISHARES TR
$34M
3
NORTHEAST BK PORTLAND ME
$15.8M
TRU INDEPENDENCE LLC
$202M
Top holdings
1
DIMENSIONAL ETF TRUST
$38.5M
2
FIRST TR EXCHANGE TRADED FD
$24.7M
3
FIRST TR EXCHANGE-TRADED FD
$24M
TORREN MANAGEMENT, LLC
$201M
Top holdings
1
AMERICAN CENTY ETF TR
$134M
2
DIMENSIONAL ETF TRUST
$50.5M
3
ISHARES TR
$3.3M
TRUE WIND CAPITAL MANAGEMENT, L.P.
$200M
Top holdings
1
CELLEBRITE DI LTD
$191M
2
OPEN LENDING CORP
$9.43M
TANDEM CAPITAL MANAGEMENT CORP
$200M
Top holdings
1
ALPHABET INC
$13.9M
2
GE AEROSPACE
$9.31M
3
MICROSOFT CORP
$8.41M
TRUE LIGHT CAPITAL PTE. LTD.
$198M
Top holdings
1
PDD HOLDINGS INC
$64M
2
H WORLD GROUP LTD
$33.9M
3
ALIBABA GROUP HLDG LTD
$33.5M
TUDOR FINANCIAL INC.
$196M
Top holdings
1
ISHARES TR
$49.4M
2
SCHWAB STRATEGIC TR
$14.9M
3
VANGUARD INDEX FDS
$9.23M
TOWER VIEW WEALTH MANAGEMENT LLC
$195M
Top holdings
1
VANGUARD INDEX FDS
$15M
2
ALPHABET INC
$12.7M
3
TAIWAN SEMICONDUCTOR MANUFAC
$12.4M
TREASURE COAST FINANCIAL PLANNING
$194M
Top holdings
1
SPDR SERIES TRUST
$88.4M
2
SPDR INDEX SHS FDS
$40.5M
3
PIMCO ETF TR
$14.9M
