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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
VIRTUE ASSET MANAGEMENT LLC
$126M
Top holdings
1
DIMENSIONAL ETF TRUST
$11.8M
2
ISHARES TR
$11.1M
3
VANGUARD INDEX FDS
$8.85M
VANWEELDEN WEALTH MANAGEMENT, LLC
$125M
Top holdings
1
INNOVATOR ETFS TRUST
$51.7M
2
ISHARES TR
$23.5M
3
CALAMOS ETF TR
$14.4M
VIGIL WEALTH MANAGEMENT, LLC
$124M
Top holdings
1
DIMENSIONAL ETF TRUST
$26.2M
2
CAPITAL GRP FIXED INCM ETF T
$15.9M
3
CAPITAL GROUP DIVIDEND VALUE
$12.3M
VIRTUS FIXED INCOME ADVISERS, LLC
$123M
Top holdings
1
VIRTUS ETF TR II
$99.3M
2
CABLE ONE INC
$10.1M
3
SPDR SERIES TRUST
$5.86M
VALLIANCE ASSET MANAGEMENT LTD
$122M
Top holdings
1
LUMENTUM HLDGS INC
$33.5M
2
SANDISK CORP
$29.4M
3
TOWER SEMICONDUCTOR LTD
$22.8M
VIRTUS FAMILY OFFICE LLC
$117M
Top holdings
1
ISHARES TR
$10.7M
2
INVESCO EXCH TRADED FD TR II
$8.32M
3
VANGUARD SCOTTSDALE FDS
$6.68M
VERADACE CAPITAL MANAGEMENT LLC
$112M
Top holdings
1
TIPTREE INC
$31.2M
2
REPAY HLDGS CORP
$18.8M
3
SOUNDTHINKING INC
$13.9M
VITRUVIAN PARTNERS LLP
$112M
Top holdings
1
HINGE HEALTH INC
$48.2M
2
MARQETA INC
$28M
3
CARGURUS INC
$16.1M
VERICREST PRIVATE WEALTH
$111M
Top holdings
1
ISHARES TR
$59.8M
2
WISDOMTREE TR
$21M
3
APPLE INC
$6.16M
VALUE INVESTMENT PROFESSIONALS, LLC
$109M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$18.9M
2
WISDOMTREE TR
$13.4M
3
SPDR SERIES TRUST
$10.5M
VANGUARD CAPITAL WEALTH ADVISORS
$108M
Top holdings
1
APPLE INC
$14.2M
2
NVIDIA CORPORATION
$8.62M
3
AMAZON COM INC
$5.96M
VERUS WEALTH MANAGEMENT, LLC
$108M
Top holdings
1
ISHARES TR
$24.4M
2
VANGUARD SCOTTSDALE FDS
$17.5M
3
VANGUARD INDEX FDS
$12.8M
VAVRA CAPITAL MANAGEMENT, LLC
$103M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$29.6M
2
VANGUARD TAX-MANAGED FDS
$15.7M
3
PIMCO ETF TR
$12.9M
VISION FINANCIAL MARKETS LLC
$102M
Top holdings
1
INVESCO QQQ TR
$9.35M
2
STATE STR SPDR S&P 500 ETF T
$9.25M
3
APPLE INC
$7.46M
VALUED RETIREMENTS, INC.
$102M
Top holdings
1
ISHARES TR
$12.1M
2
INVESCO EXCH TRADED FD TR II
$7.16M
3
EXXON MOBIL CORP
$6.56M
VISTA CIMA WEALTH MANAGEMENT LLC
$101M
Top holdings
1
ISHARES TR
$18.5M
2
SCHWAB STRATEGIC TR
$17.7M
3
SPDR INDEX SHS FDS
$7.15M
VINES CAPITAL MANAGEMENT, LLC
$101M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$15.6M
2
NVIDIA CORPORATION
$11.2M
3
APPLE INC
$8.75M
VISTICA WEALTH ADVISORS, LLC
$100M
Top holdings
1
DIMENSIONAL ETF TRUST
$59.5M
2
EA SERIES TRUST
$14.6M
3
VANGUARD SCOTTSDALE FDS
$5.05M
VENNLIGHT CAPITAL MANAGEMENT, LP
$99M
Top holdings
1
FERROVIAL SE
$13M
2
H2O AMERICA
$9.52M
3
TRANSPORTADORA DE GAS DEL SU
$9.48M
VILLANOVA INVESTMENT MANAGEMENT CO LLC
$97.6M
Top holdings
1
NCR ATLEOS CORPORATION
$4.59M
2
BANK OZK LITTLE ROCK ARK
$4.23M
3
EURONET WORLDWIDE INC
$3.29M
