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

ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC
$790M
Top holdings
1
KYMERA THERAPEUTICS INC
$381M
2
DYNE THERAPEUTICS INC
$166M
3
SIONNA THERAPEUTICS INC
$120M
AVENIR TECH LTD
$790M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$702M
2
UP FINTECH HLDG LTD
$65.2M
3
BITWISE BITCOIN ETF TR
$6.37M
ARDSLEY ADVISORY PARTNERS LP
$784M
Top holdings
1
BROADCOM INC
$43.2M
2
SANDISK CORP
$35M
3
AMAZON COM INC
$32.1M
AXQ CAPITAL, LP
$777M
Top holdings
1
BOSTON SCIENTIFIC CORP
$6.28M
2
CLEVELAND-CLIFFS INC NEW
$5.58M
3
ALPHABET INC
$5.36M
ARBOR INVESTMENT ADVISORS, LLC
$768M
Top holdings
1
ISHARES TR
$332M
2
INVESCO EXCHANGE TRADED FD T
$134M
3
VANGUARD TAX-MANAGED FDS
$92.6M
ABC ARBITRAGE SA
$753M
Top holdings
1
VODAFONE GROUP PLC
$50M
2
DIAGEO PLC
$37.7M
3
SHELL PLC
$37.1M
AMERICAN FINANCIAL ADVISORS, LLC
$750M
Top holdings
1
INVESCO QQQ TR
$73.8M
2
ISHARES TR
$72.9M
3
VANGUARD SCOTTSDALE FDS
$68.6M
ABACUS PLANNING GROUP, INC.
$743M
Top holdings
1
VANGUARD INDEX FDS
$152M
2
ISHARES TR
$91.9M
3
ETF SER SOLUTIONS
$83M
ALLEGHENY FINANCIAL GROUP
$742M
Top holdings
1
PUTNAM ETF TRUST
$106M
2
ISHARES TR
$94.4M
3
J P MORGAN EXCHANGE TRADED F
$60.4M
ARVEST INVESTMENTS, INC.
$733M
Top holdings
1
ISHARES TR
$159M
2
GOLDMAN SACHS ETF TR
$72.6M
3
VANGUARD TAX-MANAGED FDS
$57.7M
AIGH CAPITAL MANAGEMENT LLC
$733M
Top holdings
1
ISHARES TR
$149M
2
SANDISK CORP
$127M
3
ZOOM COMMUNICATIONS INC
$56.3M
ACORN FINANCIAL ADVISORY SERVICES INC
$730M
Top holdings
1
VANGUARD INDEX FDS
$63.8M
2
ISHARES TR
$61.5M
3
SPDR SERIES TRUST
$58.1M
APOLLON FINANCIAL, LLC
$723M
Top holdings
1
ISHARES TR
$132M
2
SELECT SECTOR SPDR TR
$55.5M
3
NVIDIA CORPORATION
$35.7M
ARKANSAS FINANCIAL GROUP, INC.
$717M
Top holdings
1
ISHARES TR
$302M
2
STATE STR SPDR DOW JONES IND
$103M
3
SPDR SERIES TRUST
$78.1M
ANATOLE INVESTMENT MANAGEMENT LTD
$716M
Top holdings
1
LUMENTUM HLDGS INC
$138M
2
SANDISK CORP
$122M
3
CIENA CORP
$122M
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
$714M
Top holdings
1
NU HLDGS LTD
$259M
2
XP INC
$180M
3
MERCADOLIBRE INC
$53.9M
AFFINITY CAPITAL ADVISORS, LLC
$713M
Top holdings
1
ISHARES TR
$321M
2
VANGUARD INDEX FDS
$134M
3
APPLE INC
$53.4M
ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS, LLC
$712M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$71.9M
2
VANGUARD MUN BD FDS
$71.3M
3
STATE STR SPDR S&P 500 ETF T
$68.1M
ASIO CAPITAL, LLC
$712M
Top holdings
1
ISHARES TR
$113M
2
J P MORGAN EXCHANGE TRADED F
$46.7M
3
NVIDIA CORPORATION
$29M
AA FINANCIAL ADVISORS, LLC
$710M
Top holdings
1
DIMENSIONAL ETF TRUST
$132M
2
VANGUARD INDEX FDS
$64.6M
3
INVESCO EXCH TRD SLF IDX FD
$39.2M
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