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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
ASSET ALLOCATION STRATEGIES LLC
$563M
Top holdings
1
SCHWAB STRATEGIC TR
$152M
2
ISHARES TR
$82.7M
3
INVESCO EXCH TRADED FD TR II
$62.6M
ARTHUR M. COHEN & ASSOCIATES, LLC
$563M
Top holdings
1
NVIDIA CORPORATION
$61M
2
BERKSHIRE HATHAWAY INC DEL
$44.6M
3
APPLE INC
$42.5M
ADDISON CAPITAL CO
$562M
Top holdings
1
ISHARES TR
$66.6M
2
VANGUARD BD INDEX FDS
$46.9M
3
STATE STR SPDR S&P 500 ETF T
$45.6M
ALM FIRST FINANCIAL ADVISORS, LLC
$557M
Top holdings
1
CAMBRIA ETF TR
$255M
2
VANGUARD INDEX FDS
$150M
3
VANGUARD BD INDEX FDS
$45M
ARQ WEALTH ADVISORS, LLC
$555M
Top holdings
1
ISHARES TR
$50.4M
2
AMERICAN CENTY ETF TR
$48.8M
3
SPDR SERIES TRUST
$37.7M
ATLAS LEGACY ADVISORS, LLC
$550M
Top holdings
1
ISHARES TR
$182M
2
INVESCO EXCH TRADED FD TR II
$58M
3
VANGUARD INDEX FDS
$54.8M
ADVISORSHARES INVESTMENTS LLC
$549M
Top holdings
1
ISHARES TR
$120M
2
INVESCO QQQ TR
$54.4M
3
SELECT SECTOR SPDR TR
$17.5M
ADVISORS MANAGEMENT GROUP INC
$549M
Top holdings
1
JANUS DETROIT STR TR
$96.6M
2
ENTERGY CORP NEW
$19.7M
3
ETFS GOLD TR
$18.2M
AIRE ADVISORS, LLC
$547M
Top holdings
1
VANGUARD INDEX FDS
$97.8M
2
AMERICAN CENTY ETF TR
$63.8M
3
DIMENSIONAL ETF TRUST
$54.7M
AMERICA FIRST INVESTMENT ADVISORS, LLC
$536M
Top holdings
1
ISHARES TR
$44.3M
2
JOHNSON & JOHNSON
$34.3M
3
ALPHABET INC
$29.7M
AR ASSET MANAGEMENT INC
$517M
Top holdings
1
APPLE INC
$68.2M
2
CHEVRON CORPORATION
$24.7M
3
BERKSHIRE HATHAWAY INC DEL
$23.8M
ASPEN GROVE CAPITAL, LLC
$514M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$51.7M
2
VANGUARD INDEX FDS
$45.9M
3
ALPHABET INC
$43M
ABLE FINANCIAL GROUP, LLC
$511M
Top holdings
1
ISHARES TR
$71M
2
DIMENSIONAL ETF TRUST
$49.5M
3
AMERICAN CENTY ETF TR
$42.9M
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
$503M
Top holdings
1
AMERICAN CENTY ETF TR
$187M
2
DIMENSIONAL ETF TRUST
$81.7M
3
VANGUARD INDEX FDS
$61M
ALTRIUS CAPITAL MANAGEMENT INC
$503M
Top holdings
1
TOTALENERGIES SE
$13.2M
2
BP PLC
$12.8M
3
LYONDELLBASELL INDUSTRIES NV
$11.7M
AUXANO ADVISORS, LLC
$501M
Top holdings
1
APPLE INC
$52.8M
2
MICROSOFT CORP
$43.1M
3
ISHARES TR
$37.3M
ARTIA GLOBAL PARTNERS LP
$499M
Top holdings
1
INSMED INC
$149M
2
ABIVAX SA
$66.9M
3
ELI LILLY & CO
$35.2M
AVIDITY PARTNERS MANAGEMENT LP
$494M
Top holdings
1
DIANTHUS THERAPEUTICS INC
$177M
2
CG ONCOLOGY INC
$87.2M
3
ORUKA THERAPEUTICS INC
$37.3M
AYALON INSURANCE COMP LTD.
$490M
Top holdings
1
SELECT SECTOR SPDR TR
$155M
2
ISHARES TR
$70.1M
3
ISHARES INC
$53.3M
ACKERMAN CAPITAL ADVISORS, LLC
$488M
Top holdings
1
SPDR SERIES TRUST
$110M
2
ISHARES TR
$87.2M
3
VANGUARD WHITEHALL FDS
$52.1M
