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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
ARMSTRONG, FLEMING & MOORE, INC
$236M
Top holdings
1
CAVA GROUP INC
$29.4M
2
CAPITAL GROUP INTL FOCUS EQT
$25.6M
3
T ROWE PRICE ETF INC
$24.7M
ACT ADVISORS, LLC.
$235M
Top holdings
1
AMERICAN CENTY ETF TR
$51.3M
2
DIMENSIONAL ETF TRUST
$32.2M
3
J P MORGAN EXCHANGE TRADED F
$30.6M
ACCEL LEADERS 3 ASSOCIATES L.P.
$234M
Top holdings
1
NEBIUS GROUP N.V.
$234M
ARDENT CAPITAL MANAGEMENT, INC.
$234M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$76.5M
2
JOHNSON & JOHNSON
$36M
3
ALPHABET INC
$34.9M
AURELIUS FAMILY OFFICE LLC
$230M
Top holdings
1
DIMENSIONAL ETF TRUST
$72.7M
2
VANGUARD INDEX FDS
$59.1M
3
VANGUARD SCOTTSDALE FDS
$44.9M
ALTERNATIVE INVESTMENT ADVISORS, LLC.
$229M
Top holdings
1
ISHARES TR
$156M
2
SCHWAB STRATEGIC TR
$8.84M
3
BLACKROCK ETF TRUST II
$8.58M
ABOUND FINANCIAL, LLC
$229M
Top holdings
1
SPDR SERIES TRUST
$134M
2
HARRIS OAKMARK ETF TRUST
$25.7M
3
SPDR INDEX SHS FDS
$19.7M
ALLIE FAMILY OFFICE LLC
$228M
Top holdings
1
ISHARES TR
$68.8M
2
STATE STR SPDR S&P 500 ETF T
$46.6M
3
VANGUARD INDEX FDS
$23.7M
ASSET PLANNING SERVICES INC
$228M
Top holdings
1
NVIDIA CORPORATION
$40.7M
2
MICROSOFT CORP
$17.1M
3
JPMORGAN CHASE & CO
$11.7M
ARBOR TRUST WEALTH ADVISORS, LLC
$228M
Top holdings
1
SCHWAB STRATEGIC TR
$50.3M
2
ISHARES TR
$36.1M
3
J P MORGAN EXCHANGE TRADED F
$11M
ALTUS WEALTH MANAGEMENT, LLC
$225M
Top holdings
1
ISHARES TR
$89.8M
2
VANGUARD INDEX FDS
$48.2M
3
INVESCO QQQ TR
$36.9M
ASPECT MANAGEMENT, LLC
$224M
Top holdings
1
CHIME FINL INC
$224M
AZARIAS CAPITAL MANAGEMENT, L.P.
$223M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$69.2M
2
UR-ENERGY INC
$20.3M
3
DENISON MINES CORP
$10.3M
ADVANTAGE TRUST CO
$223M
Top holdings
1
VANGUARD INDEX FDS
$77M
2
J P MORGAN EXCHANGE TRADED F
$33.2M
3
FIDELITY COVINGTON TRUST
$25.6M
ARIADNE WEALTH MANAGEMENT, LP
$223M
Top holdings
1
DIMENSIONAL ETF TRUST
$44.3M
2
AMERICAN CENTY ETF TR
$26.1M
3
ISHARES TR
$15.3M
AVISO WEALTH MANAGEMENT
$222M
Top holdings
1
APPLE INC
$18.4M
2
ALPHABET INC
$12.2M
3
NVIDIA CORPORATION
$11.9M
ABERDEEN WEALTH MANAGEMENT LLC
$219M
Top holdings
1
VANGUARD INDEX FDS
$52M
2
VANGUARD SPECIALIZED FUNDS
$12.6M
3
VANGUARD ADMIRAL FDS INC
$12M
ALHAMBRA INVESTMENT MANAGEMENT LLC
$217M
Top holdings
1
ISHARES TR
$35.9M
2
SCHWAB STRATEGIC TR
$18.2M
3
VANGUARD SCOTTSDALE FDS
$13.5M
AULL & MONROE INVESTMENT MANAGEMENT CORP
$215M
Top holdings
1
CATERPILLAR INC
$11.7M
2
ELI LILLY & CO
$8.61M
3
SOUTHERN CO
$7.54M
AFT, FORSYTH & COMPANY, INC.
$212M
Top holdings
1
NVIDIA CORPORATION
$48.1M
2
ISHARES TR
$38.8M
3
APPLE INC
$9.95M
