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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
ALJIAN CAPITAL MANAGEMENT, LLC
$487M
Top holdings
1
ALPHABET INC
$80.6M
2
APPLE INC
$72.3M
3
COSTCO WHOLESALE CORPORATION
$54.5M
AVION WEALTH
$484M
Top holdings
1
VANGUARD INDEX FDS
$143M
2
VANGUARD BD INDEX FDS
$75M
3
VANGUARD TAX-MANAGED FDS
$58.8M
APPLIED CAPITAL LLC
$480M
Top holdings
1
DIMENSIONAL ETF TRUST
$128M
2
STATE STR SPDR S&P 500 ETF T
$74.6M
3
VANGUARD INDEX FDS
$67.5M
AISLING CAPITAL MANAGEMENT LP
$476M
Top holdings
1
BRIDGEBIO PHARMA INC
$378M
2
SYNDAX PHARMACEUTICALS INC
$30.8M
3
MONTE ROSA THERAPEUTICS INC
$25.6M
ACCEL LEADERS 4 ASSOCIATES L.P.
$475M
Top holdings
1
NEBIUS GROUP N.V.
$475M
ASTORIA PORTFOLIO ADVISORS LLC.
$470M
Top holdings
1
EA SERIES TRUST
$79.5M
2
INVESTMENT MANAGERS SER TR I
$28.4M
3
SPDR SERIES TRUST
$27.5M
ABEL HALL, LLC
$469M
Top holdings
1
DIMENSIONAL ETF TRUST
$112M
2
NVIDIA CORPORATION
$11.9M
3
APPLE INC
$10.1M
ARCHER INVESTMENT CORP
$469M
Top holdings
1
INNOVATOR ETFS TRUST
$48.4M
2
FIRST TR EXCHANGE-TRADED FD
$31.3M
3
ISHARES TR
$31.1M
ATLANTA CONSULTING GROUP ADVISORS, LLC
$465M
Top holdings
1
ISHARES TR
$158M
2
INVESCO EXCHANGE TRADED FD T
$42.1M
3
ALLIANCE RESOURCE PARTNERS L
$32.6M
ARISTIDES CAPITAL LLC
$462M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$96.9M
2
D-WAVE QUANTUM INC
$15.2M
3
TESLA INC
$14.9M
ANCIENT ART, L.P.
$459M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$86.2M
2
UPWORK INC
$65.3M
3
ECHOSTAR CORP
$63.8M
ALLIANCE WEALTH MANAGEMENT GROUP
$457M
Top holdings
1
ISHARES TR
$177M
2
SCHWAB STRATEGIC TR
$157M
3
SPDR SERIES TRUST
$51.1M
ADAMS WEALTH MANAGEMENT
$455M
Top holdings
1
SCHWAB STRATEGIC TR
$68.2M
2
ISHARES TR
$65.3M
3
ISHARES INC
$33.7M
AM INVESTMENT STRATEGIES LLC
$455M
Top holdings
1
APPLE INC
$73.9M
2
BERKSHIRE HATHAWAY INC DEL
$57.8M
3
AMAZON COM INC
$42.4M
ARIES WEALTH MANAGEMENT
$455M
Top holdings
1
ISHARES TR
$74.3M
2
VANGUARD INDEX FDS
$67.6M
3
APPLE INC
$21.9M
ACT TWO INVESTORS LLC
$453M
Top holdings
1
ALPHABET INC
$71.5M
2
MICROSOFT CORP
$52.8M
3
AMAZON COM INC
$37M
ADDISON ADVISORS LLC
$452M
Top holdings
1
ISHARES TR
$69M
2
INVESCO EXCH TRD SLF IDX FD
$48.9M
3
DIMENSIONAL ETF TRUST
$35.9M
AMERICAN INVESTMENT SERVICES, INC.
$448M
Top holdings
1
DIMENSIONAL ETF TRUST
$136M
2
VANGUARD INDEX FDS
$75.2M
3
WORLD GOLD TR
$43.5M
AMI INVESTMENT MANAGEMENT INC
$445M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$106M
2
VANGUARD WORLD FD
$56.4M
3
VANGUARD MALVERN FDS
$32.9M
ABACUS FCF ADVISORS LLC
$444M
Top holdings
1
APPLE INC
$22.1M
2
NVIDIA CORPORATION
$21.8M
3
VERTIV HOLDINGS CO
$15.1M
