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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
WOOD TARVER FINANCIAL GROUP, LLC
$362M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$69.4M
2
CAPITAL GRP FIXED INCM ETF T
$68.6M
3
VANGUARD INDEX FDS
$49.8M
WEALTHCARE INVESTMENT PARTNERS, LLC
$360M
Top holdings
1
ISHARES TR
$43.6M
2
FIRST TR EXCHANGE-TRADED FD
$28.4M
3
INVESCO QQQ TR
$26M
WALTER & KEENAN WEALTH MANAGEMENT LLC
$355M
Top holdings
1
VANGUARD INDEX FDS
$27.1M
2
ALPHABET INC
$25.2M
3
APPLE INC
$22.7M
WHITE PINE CAPITAL LLC
$355M
Top holdings
1
ISHARES TR
$36.5M
2
3M CO
$14.2M
3
APPLE INC
$13.2M
WINDSOR CAPITAL MANAGEMENT, LLC
$355M
Top holdings
1
ISHARES TR
$148M
2
SPDR SERIES TRUST
$72.9M
3
J P MORGAN EXCHANGE TRADED F
$21.1M
WILSON ASSET MANAGEMENT INTERNATIONAL PTY LTD
$354M
Top holdings
1
AMAZON COM INC
$25.8M
2
INTERCONTINENTAL EXCHANGE IN
$19.1M
3
THERMO FISHER SCIENTIFIC INC
$18.7M
WEBSTERROGERS FINANCIAL ADVISORS, LLC
$350M
Top holdings
1
AMERICAN CENTY ETF TR
$96.6M
2
VANGUARD SCOTTSDALE FDS
$64.1M
3
DIMENSIONAL ETF TRUST
$62.2M
WEYBOSSET RESEARCH & MANAGEMENT LLC
$347M
Top holdings
1
FTAI AVIATION LTD
$29.4M
2
KEYSIGHT TECHNOLOGIES INC
$28.7M
3
DEERE & CO
$26.1M
WINMILL & CO. INC
$347M
Top holdings
1
ALPHABET INC
$31.3M
2
STEEL DYNAMICS INC
$30.4M
3
LAM RESEARCH CORP
$23.3M
WARBURG PINCUS LLC
$343M
Top holdings
1
SOTERA HEALTH CO
$274M
2
BANC OF CALIFORNIA INC
$46.4M
3
CLEARWATER ANALYTICS HLDGS I
$23.1M
WESTBOURNE INVESTMENT ADVISORS, INC.
$343M
Top holdings
1
ALPHABET INC
$26.5M
2
APPLE INC
$22.6M
3
MICROSOFT CORP
$18.1M
WIT PARTNERS ADVISORY PTE. LTD.
$342M
Top holdings
1
CROCS INC
$237M
2
SPROTT ASSET MANAGEMENT LP
$57.9M
3
AMPLIFY ETF TR
$11.5M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
$340M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$33.5M
2
PIMCO ETF TR
$28.2M
3
ISHARES TR
$27.8M
WHITEFORT CAPITAL MANAGEMENT, LP
$339M
Top holdings
1
ARBUTUS BIOPHARMA CORP
$67.2M
2
ROIVANT SCIENCES LTD
$39.3M
3
JOYY INC
$30.7M
WIM INVESTMENT MANAGEMENT LTD
$337M
Top holdings
1
TESLA INC
$90.4M
2
CLOUDFLARE INC
$47M
3
META PLATFORMS INC
$44.8M
WT WEALTH MANAGEMENT
$336M
Top holdings
1
SCHWAB STRATEGIC TR
$54.4M
2
VANECK ETF TRUST
$24.2M
3
ISHARES TR
$19.2M
WESTEND CAPITAL MANAGEMENT, LLC
$333M
Top holdings
1
CAMECO CORP
$24.8M
2
CENTURY ALUM CO
$22.2M
3
KODIAK GAS SVCS INC
$21.6M
WEALTHBRIDGE INVESTMENT COUNSEL INC.
$328M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$55.2M
2
GOLDMAN SACHS GROUP INC
$17.6M
3
JPMORGAN CHASE & CO
$17.1M
WELLINGTON GRP LLC
$325M
Top holdings
1
ISHARES TR
$68.9M
2
INVESCO EXCH TRADED FD TR II
$41.3M
3
VANGUARD INDEX FDS
$32M
WEALTH ADVISORS OF IOWA, LLC
$323M
Top holdings
1
ISHARES TR
$69.6M
2
SPDR SERIES TRUST
$63M
3
J P MORGAN EXCHANGE TRADED F
$37.8M
