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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
TME FINANCIAL, INC.
$144M
Top holdings
1
ISHARES TR
$55.5M
2
VANGUARD INDEX FDS
$16.6M
3
DBX ETF TR
$9.22M
TETON ADVISORS, INC.
$142M
Top holdings
1
MYERS INDS INC
$5.28M
2
ASTRONICS CORP
$3.8M
3
GENCOR INDS INC
$3.72M
TRIUM CAPITAL LLP
$142M
Top holdings
1
AT&T INC
$36M
2
SAPIENS INTL CORP N V
$12.9M
3
SUNOPTA INC
$9.32M
TFJ MANAGEMENT, LLC
$141M
Top holdings
1
COUPANG INC
$29.3M
2
ISHARES INC
$26M
3
APPLOVIN CORP
$25M
TANNIN CAPITAL LLC
$138M
Top holdings
1
ISHARES TR
$8.31M
2
GLOBAL X FDS
$8.07M
3
VANGUARD INDEX FDS
$8.07M
TENERE CAPITAL LLC
$136M
Top holdings
1
NVIDIA CORPORATION
$13.5M
2
META PLATFORMS INC
$12.9M
3
APPLE INC
$11.4M
TRV GP VI, LLC
$136M
Top holdings
1
SEPTERNA INC
$101M
2
RAPPORT THERAPEUTICS INC
$30.3M
3
TANGO THERAPEUTICS INC
$4.06M
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
$135M
Top holdings
1
CHENIERE ENERGY INC
$4.34M
2
APPLE INC
$3.82M
3
ISHARES TR
$3.43M
TERRA NOVA ASSET MANAGEMENT LLC
$135M
Top holdings
1
SELECT SECTOR SPDR TR
$9.71M
2
ALPHABET INC
$8.43M
3
ETFS GOLD TR
$5.84M
TSAI CAPITAL CORP
$134M
Top holdings
1
TESLA INC
$26.3M
2
QXO INC
$25.3M
3
APPLE INC
$12.4M
TRACE WEALTH ADVISORS, LLC
$133M
Top holdings
1
AMERICAN CENTY ETF TR
$42.7M
2
VANGUARD INDEX FDS
$18.9M
3
VANGUARD TAX-MANAGED FDS
$11.3M
TENZING FINANCIAL LLC
$133M
Top holdings
1
ISHARES TR
$25.7M
2
J P MORGAN EXCHANGE TRADED F
$25.7M
3
ALPS ETF TR
$18.3M
TWIN CITY PRIVATE WEALTH, LLC
$132M
Top holdings
1
ALPHABET INC
$4.55M
2
PHILIP MORRIS INTL INC
$4.1M
3
JPMORGAN CHASE & CO
$3.87M
TEUCRIUM INVESTMENT ADVISORS, LLC
$129M
Top holdings
1
TEUCRIUM COMMODITY TR
$30.5M
2
ISHARES TR
$27.1M
3
VANGUARD BD INDEX FDS
$20.6M
TENCORE PARTNERS, LP
$129M
Top holdings
1
MICROSOFT CORP
$29.2M
2
META PLATFORMS INC
$20.6M
3
APPFOLIO INC
$17.3M
TEPP RIA, LLC
$128M
Top holdings
1
ISHARES TR
$34.9M
2
VANGUARD WHITEHALL FDS
$18.4M
3
INVESCO QQQ TR
$16.8M
TRUE BLUE FINANCIAL, LLC
$127M
Top holdings
1
SPDR SERIES TRUST
$25.4M
2
FIRST TR EXCH TRADED FD III
$19.8M
3
FIRST TR EXCHANGE-TRADED FD
$15.2M
TIMELO INVESTMENT MANAGEMENT INC.
$127M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$45.5M
2
PROFOUND MED CORP
$7.22M
3
ISHARES SILVER TR
$6.81M
TRAVELERS COMPANIES, INC.
$127M
Top holdings
1
FIDELIS INSURANCE HOLDINGS L
$127M
TALISMAN WEALTH ADVISORS LLC
$124M
Top holdings
1
ISHARES TR
$44.9M
2
VANGUARD WHITEHALL FDS
$9.84M
3
SCHWAB STRATEGIC TR
$6.99M
