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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
THREE ARCH WEALTH MANAGEMENT LLC
$556M
Top holdings
1
DIMENSIONAL ETF TRUST
$359M
2
AMERICAN CENTY ETF TR
$153M
3
SPDR SERIES TRUST
$15.2M
TLWM
$555M
Top holdings
1
ISHARES TR
$179M
2
INVESCO EXCH TRD SLF IDX FD
$154M
3
STATE STR SPDR S&P 500 ETF T
$112M
TRUVESTMENTS CAPITAL LLC
$554M
Top holdings
1
NVIDIA CORPORATION
$31M
2
BERKSHIRE HATHAWAY INC DEL
$25.8M
3
INVESCO QQQ TR
$20M
TRIVIUM POINT ADVISORY, LLC
$553M
Top holdings
1
ISHARES TR
$65.8M
2
SPOTIFY TECHNOLOGY S A
$48M
3
NVIDIA CORPORATION
$29.8M
TRIATA CAPITAL LTD
$552M
Top holdings
1
PDD HOLDINGS INC
$213M
2
VNET GROUP INC
$93.9M
3
QFIN HOLDINGS INC
$45.1M
TRUST CO OF TENNESSEE
$537M
Top holdings
1
VANGUARD INDEX FDS
$266M
2
INVESCO EXCHANGE TRADED FD T
$190M
3
ISHARES TR
$79.2M
TAPROOT MANAGEMENT LP
$530M
Top holdings
1
PERFORMANCE FOOD GROUP CO
$11M
2
WEST PHARMACEUTICAL SVSC INC
$10.9M
3
ELEVANCE HEALTH INC FORMERLY
$9.4M
TRUNORTH CAPITAL MANAGEMENT, LLC
$522M
Top holdings
1
SCHWAB STRATEGIC TR
$332M
2
DIMENSIONAL ETF TRUST
$64.5M
3
ISHARES TR
$42M
TFG ASSET MANAGEMENT GP LTD
$515M
Top holdings
1
UIPATH INC
$280M
2
KOLIBRI GLOBAL ENERGY INC
$37.5M
3
WARNER BROS DISCOVERY INC
$25.4M
TRUEMARK INVESTMENTS, LLC
$514M
Top holdings
1
ELEVATION SERIES TRUST
$129M
2
SPDR SERIES TRUST
$16.8M
3
CHEVRON CORPORATION
$16M
TRADEWINDS CAPITAL MANAGEMENT, LLC
$504M
Top holdings
1
ISHARES INC
$118M
2
SPDR INDEX SHS FDS
$65.1M
3
ISHARES U S ETF TR
$46.9M
TBH GLOBAL ASSET MANAGEMENT, LLC
$497M
Top holdings
1
ISHARES TR
$78.7M
2
APPLE INC
$53.3M
3
J P MORGAN EXCHANGE TRADED F
$31.4M
TURIYA ADVISORS ASIA LTD
$496M
Top holdings
1
NOKIA CORP
$145M
2
TOWER SEMICONDUCTOR LTD
$134M
3
GEO GROUP INC
$76.4M
TALARIA ASSET MANAGEMENT PTY LTD
$495M
Top holdings
1
EOG RES INC
$83.3M
2
EVEREST GROUP LTD
$73.4M
3
CHUBB LTD SWITZ
$72.8M
TRIUMPH CAPITAL MANAGEMENT
$491M
Top holdings
1
ISHARES TR
$55.5M
2
FIRST TR EXCHANGE-TRADED FD
$45.2M
3
INNOVATOR ETFS TRUST
$23.1M
TB ALTERNATIVE ASSETS LTD.
$481M
Top holdings
1
META PLATFORMS INC
$77.2M
2
PROSHARES TR II
$46.2M
3
PDD HOLDINGS INC
$34.8M
TOWNELEY CAPITAL MANAGEMENT, INC DE
$478M
Top holdings
1
VANGUARD INDEX FDS
$150M
2
VANGUARD SCOTTSDALE FDS
$71.7M
3
VANGUARD STAR FDS
$63.3M
TERAMO ADVISORS, LLC
$474M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$280M
2
ISHARES TR
$193M
3
ETF SER SOLUTIONS
$2M
TRINITY LEGACY PARTNERS, LLC
$462M
Top holdings
1
VANGUARD WORLD FD
$42.8M
2
J P MORGAN EXCHANGE TRADED F
$37.9M
3
SCHWAB STRATEGIC TR
$33.5M
TWELVE POINTS WEALTH MANAGEMENT LLC
$455M
Top holdings
1
ISHARES TR
$87.1M
2
SPDR SERIES TRUST
$52M
3
VANECK ETF TRUST
$25.9M
