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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
TRUE VISION MN LLC
$194M
Top holdings
1
ISHARES TR
$107M
2
BLACKROCK ETF TRUST
$24.5M
3
ISHARES INC
$8.66M
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
$193M
Top holdings
1
ISHARES TR
$106M
2
VANGUARD INDEX FDS
$48M
3
VANGUARD CHARLOTTE FDS
$9.46M
TFB ADVISORS LLC
$191M
Top holdings
1
VANGUARD INDEX FDS
$35.3M
2
ISHARES TR
$29.8M
3
VANGUARD WORLD FD
$15.3M
TWO WEST CAPITAL ADVISORS LLC
$189M
Top holdings
1
DIMENSIONAL ETF TRUST
$93.7M
2
ISHARES TR
$38M
3
VANGUARD SCOTTSDALE FDS
$17.4M
TRANSMARKET HOLDINGS LP
$187M
Top holdings
1
ISHARES TR
$122M
2
GSK PLC
$12.3M
3
BP PLC
$5.69M
TASSEL CAPITAL MANAGEMENT, INC.
$184M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
COLUMBIA ETF TR I
$12.8M
3
ISHARES TR
$7.23M
TRIVANT CUSTOM PORTFOLIO GROUP, LLC
$182M
Top holdings
1
ISHARES TR
$17.2M
2
APPLE INC
$15.8M
3
NVIDIA CORPORATION
$8.46M
TILIA FIDUCIARY PARTNERS, INC.
$182M
Top holdings
1
VANGUARD WHITEHALL FDS
$11.1M
2
ALPHABET INC
$7.71M
3
APPLE INC
$7.67M
TRUST CO OF KANSAS
$181M
Top holdings
1
T ROWE PRICE ETF INC
$39.6M
2
BERKSHIRE HATHAWAY INC DEL
$12.8M
3
TAIWAN SEMICONDUCTOR MANUFAC
$11.9M
TOWER WEALTH PARTNERS, INC.
$181M
Top holdings
1
COLUMBIA ETF TR I
$19.7M
2
SPDR SERIES TRUST
$19.7M
3
VICTORY PORTFOLIOS II
$18.2M
THREE CORD TRUE WEALTH MANAGEMENT, LLC
$180M
Top holdings
1
AMERICAN CENTY ETF TR
$37.3M
2
SPDR SERIES TRUST
$27.2M
3
COLUMBIA ETF TR I
$26M
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
$176M
Top holdings
1
CARDINAL INFRASTRUCTURE GROU
$3.44M
2
CLOUDFLARE INC
$3.21M
3
GE VERNOVA INC
$3.19M
TEVIS INVESTMENT MANAGEMENT
$176M
Top holdings
1
GOLDMAN SACHS ETF TR
$20.9M
2
BERKSHIRE HATHAWAY INC DEL
$9.6M
3
COCA-COLA EUROPACIFIC PARTNE
$6.73M
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
$175M
Top holdings
1
ISHARES TR
$41.9M
2
STATE STR SPDR S&P 500 ETF T
$31.2M
3
SPDR SERIES TRUST
$16.3M
TIPTREE ADVISORS, LLC
$172M
Top holdings
1
ECHOSTAR CORP
$18.1M
2
ALPHABET INC
$17.5M
3
AMAZON COM INC
$16.8M
TRANQUILLI FINANCIAL ADVISOR LLC
$171M
Top holdings
1
VANGUARD WORLD FD
$28.4M
2
SPDR SERIES TRUST
$22.3M
3
ISHARES TR
$21.6M
TRUST INVESTMENT ADVISORS
$171M
Top holdings
1
ELI LILLY & CO
$17.8M
2
APPLE INC
$16.7M
3
MICROSOFT CORP
$6.37M
TLW WEALTH MANAGEMENT, LLC
$171M
Top holdings
1
ALPHABET INC
$24.6M
2
BERKSHIRE HATHAWAY INC DEL
$18.7M
3
WALMART INC
$18.6M
THOMA CAPITAL MANAGEMENT LLC
$169M
Top holdings
1
ISHARES TR
$73.4M
2
STATE STR SPDR S&P 500 ETF T
$42.6M
3
SELECT SECTOR SPDR TR
$8.83M
TACITA CAPITAL INC
$169M
Top holdings
1
ISHARES TR
$31.6M
2
VANGUARD INDEX FDS
$17.9M
3
ISHARES INC
$16.1M
