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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
TOMPKINS FINANCIAL CORP
$1.26B
Top holdings
1
ISHARES TR
$193M
2
TOMPKINS FINL CORP
$88.2M
3
VANGUARD SCOTTSDALE FDS
$86.7M
TEEWINOT CAPITAL ADVISERS, L.L.C.
$1.25B
Top holdings
1
AMAZON COM INC
$112M
2
ELI LILLY & CO
$105M
3
NETFLIX INC.
$98.6M
TRANSCEND CAPITAL ADVISORS, LLC
$1.25B
Top holdings
1
APPLE INC
$102M
2
ISHARES TR
$99M
3
BERKSHIRE HATHAWAY INC DEL
$51.2M
TRAPHAGEN INVESTMENT ADVISORS LLC
$1.23B
Top holdings
1
ISHARES TR
$370M
2
VICTORY PORTFOLIOS II
$121M
3
AMERICAN CENTY ETF TR
$119M
TORTOISE INVESTMENT MANAGEMENT, LLC
$1.21B
Top holdings
1
ISHARES TR
$319M
2
DIMENSIONAL ETF TRUST
$112M
3
AMERICAN CENTY ETF TR
$107M
TANGLEWOOD WEALTH MANAGEMENT, INC.
$1.21B
Top holdings
1
ISHARES TR
$359M
2
VANGUARD INDEX FDS
$211M
3
VANGUARD TAX-MANAGED FDS
$187M
TCV TRUST & WEALTH MANAGEMENT, INC.
$1.19B
Top holdings
1
VANGUARD INDEX FDS
$110M
2
ISHARES TR
$95M
3
SELECT SECTOR SPDR TR
$89.9M
TALBOT FINANCIAL, LLC
$1.19B
Top holdings
1
APPLE INC
$108M
2
MICROSOFT CORP
$98.4M
3
ALPHABET INC
$65M
TRANSAMERICA FINANCIAL ADVISORS, LLC
$1.17B
Top holdings
1
ISHARES TR
$101M
2
VANGUARD INDEX FDS
$100M
3
INVESCO EXCHANGE TRADED FD T
$56.7M
TOWNSEND & ASSOCIATES, INC
$1.16B
Top holdings
1
ISHARES TR
$276M
2
BHP BILLITON LIMITED
$49.8M
3
JANUS DETROIT STR TR
$46.2M
TRUST POINT INC.
$1.15B
Top holdings
1
ISHARES TR
$168M
2
WISDOMTREE TR
$139M
3
VANGUARD SPECIALIZED FUNDS
$122M
TD CAPITAL MANAGEMENT LLC
$1.11B
Top holdings
1
ISHARES TR
$369M
2
VANGUARD INDEX FDS
$223M
3
PIMCO ETF TR
$108M
TELEMARK ASSET MANAGEMENT, LLC
$1.08B
Top holdings
1
NVIDIA CORPORATION
$105M
2
CAMECO CORP
$97.7M
3
HEICO CORP NEW
$64.8M
TRUST CO
$1.07B
Top holdings
1
ISHARES TR
$317M
2
VANGUARD INDEX FDS
$229M
3
VANGUARD BD INDEX FDS
$71.1M
TRUST CO OF TOLEDO NA
$1.05B
Top holdings
1
APPLE INC
$64.7M
2
MICROSOFT CORP
$61.8M
3
ALPHABET INC
$56.5M
TRUE PRIVATE WEALTH ADVISORS
$1.05B
Top holdings
1
ISHARES TR
$458M
2
ISHARES INC
$54.8M
3
INVESCO EXCHANGE TRADED FD T
$38.6M
TELOS CAPITAL MANAGEMENT, INC.
$1.04B
Top holdings
1
APPLE INC
$57.1M
2
ISHARES TR
$53.2M
3
VANGUARD INDEX FDS
$46.6M
TOWER BRIDGE ADVISORS
$1.04B
Top holdings
1
ALPHABET INC
$68.9M
2
APPLE INC
$54.3M
3
MICROSOFT CORP
$53.2M
TANAGER WEALTH MANAGEMENT LLP
$1.03B
Top holdings
1
ISHARES TR
$252M
2
BONDBLOXX ETF TRUST
$124M
3
VANGUARD INTL EQUITY INDEX F
$96.4M
TRIBUTARY CAPITAL MANAGEMENT, LLC
$1.03B
Top holdings
1
ESCO TECHNOLOGIES INC
$39.6M
2
ENPRO INC
$31.3M
3
VIAVI SOLUTIONS INC
$27.3M
