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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
ARLINGTON FINANCIAL ADVISORS, LLC
$702M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$106M
2
DIMENSIONAL ETF TRUST
$72.6M
3
AMERICAN CENTY ETF TR
$71M
ACADEMY CAPITAL MANAGEMENT
$699M
Top holdings
1
ALPHABET INC
$104M
2
APPLE INC
$70.1M
3
AMAZON COM INC
$53.6M
ALLIED INVESTMENT ADVISORS, LLC
$697M
Top holdings
1
VANGUARD WORLD FD
$66.6M
2
SCHWAB STRATEGIC TR
$56.1M
3
CATERPILLAR INC
$27.4M
ABUNDANCE WEALTH COUNSELORS
$697M
Top holdings
1
ISHARES TR
$257M
2
PURECYCLE TECHNOLOGIES INC
$44.4M
3
ABRDN ETFS
$38.7M
AUXIER ASSET MANAGEMENT
$696M
Top holdings
1
PHILIP MORRIS INTL INC
$34M
2
MICROSOFT CORP
$31.4M
3
ALPHABET INC
$27.7M
ALLEN MOONEY & BARNES INVESTMENT ADVISORS LLC
$695M
Top holdings
1
APPLE INC
$33.9M
2
ALPHABET INC
$29.3M
3
EXXON MOBIL CORP
$21.9M
ALLIANCE WEALTH ADVISORS, LLC
$691M
Top holdings
1
ISHARES TR
$94.4M
2
VANGUARD SCOTTSDALE FDS
$76.4M
3
SPDR SERIES TRUST
$62M
ALPINE BANK WEALTH MANAGEMENT
$688M
Top holdings
1
ISHARES TR
$192M
2
INVESCO EXCH TRADED FD TR II
$97.7M
3
J P MORGAN EXCHANGE TRADED F
$90.6M
ADVISORS PREFERRED, LLC
$679M
Top holdings
1
ISHARES TR
$93.6M
2
STATE STR SPDR S&P 500 ETF T
$83.7M
3
INVESCO EXCH TRADED FD TR II
$39.7M
ARCH VENTURE MANAGEMENT, LLC
$677M
Top holdings
1
MAZE THERAPEUTICS INC
$123M
2
RAPPORT THERAPEUTICS INC
$117M
3
VIR BIOTECHNOLOGY INC
$116M
ALLEN OPERATIONS LLC
$670M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$165M
2
ACUITY INC
$96.4M
3
ALPHABET INC
$48.5M
ALPINE GLOBAL MANAGEMENT, LLC
$668M
Top holdings
1
RIVIAN AUTOMOTIVE INC
$67.9M
2
IMMUNOVANT INC
$65.5M
3
CORNERSTONE STRATEGIC INVEST
$49.6M
ARTEMIS WEALTH ADVISORS, LLC
$662M
Top holdings
1
INVESCO QQQ TR
$461M
2
ISHARES INC
$61.6M
3
AMAZON COM INC
$15.5M
AFFINITY WEALTH MANAGEMENT LLC
$661M
Top holdings
1
SELECT SECTOR SPDR TR
$111M
2
INVESCO EXCHANGE TRADED FD T
$83.3M
3
FIRST TR EXCHANGE TRADED FD
$51.6M
AROSA CAPITAL MANAGEMENT LP
$660M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$156M
2
INVESCO QQQ TR
$92.3M
3
QUANTA SVCS INC
$82M
ALIBABA GROUP HOLDING LTD
$653M
Top holdings
1
XPENG INC
$574M
2
WEIBO CORP
$78.8M
APIS CAPITAL ADVISORS, LLC
$648M
Top holdings
1
ARIS MINING CORPORATION
$65.1M
2
CELCUITY INC
$58.8M
3
GARRETT MOTION INC
$48.4M
ALTA PARK CAPITAL, LP
$642M
Top holdings
1
NETFLIX INC.
$47.8M
2
NU HLDGS LTD
$44.4M
3
APPLE INC
$37.3M
ADVOCATE GROUP LLC
$639M
Top holdings
1
VANGUARD INDEX FDS
$43.6M
2
VANGUARD TAX-MANAGED FDS
$34.6M
3
GENERAL MILLS INC
$20.4M
AFFINITY PARTNERS GP LP
$635M
Top holdings
1
QXO INC
$635M
