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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
ALLEN WEALTH MANAGEMENT, LLC
$200M
Top holdings
1
VANGUARD INDEX FDS
$46.3M
2
SCHWAB STRATEGIC TR
$26.8M
3
VANGUARD WORLD FD
$18.8M
ARENA CAPITAL ADVISORS, LLC- CA
$200M
Top holdings
1
PG&E CORP
$42.8M
2
HERBALIFE LTD
$31.4M
3
CSG SYS INTL INC
$31M
ASSET ADVISORY GROUP, INC.
$199M
Top holdings
1
APPLE INC
$16.6M
2
SCHWAB STRATEGIC TR
$16.1M
3
VANGUARD INDEX FDS
$15.4M
AMERIFLEX GROUP, INC.
$198M
Top holdings
1
APPLE INC
$13.4M
2
ISHARES TR
$13.2M
3
NVIDIA CORPORATION
$10.6M
ALPHA ZERO LLC
$198M
Top holdings
1
ISHARES TR
$52.1M
2
SCHWAB STRATEGIC TR
$35.7M
3
INVESCO QQQ TR
$14.2M
AUA CAPITAL MANAGEMENT, LLC
$196M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$54.8M
2
ISHARES TR
$50.1M
3
APPLE INC
$9.32M
ALETHEA CAPITAL MANAGEMENT, LLC
$195M
Top holdings
1
AXSOME THERAPEUTICS INC.
$110M
2
SPDR SERIES TRUST
$58.7M
3
KURA ONCOLOGY INC
$12.4M
AYRSHIRE CAPITAL MANAGEMENT LLC
$193M
Top holdings
1
TJX COS INC NEW
$9.71M
2
MICROSOFT CORP
$9.24M
3
APPLE INC
$8.18M
ATHENA INVESTMENT MANAGEMENT
$193M
Top holdings
1
SCHWAB STRATEGIC TR
$60.5M
2
ISHARES TR
$10.1M
3
VANGUARD INDEX FDS
$7.35M
ARCH GLOBAL ADVISORS, LLC
$192M
Top holdings
1
ISHARES TR
$42.9M
2
APPLE INC
$22.2M
3
FIRST TR EXCHNG TRADED FD VI
$15.5M
ANDREWS ADVISORY ASSOCIATES, LLC
$190M
Top holdings
1
VANGUARD INDEX FDS
$28.7M
2
FIDELITY MERRIMACK STR TR
$24.7M
3
GOLDMAN SACHS ETF TR
$15.9M
AMERICAN ALPHA ADVISORS, LLC
$188M
Top holdings
1
GLOBALSTAR INC
$34.8M
2
PACER FDS TR
$14.9M
3
ISHARES TR
$13.3M
AXIS WEALTH PARTNERS, LLC
$188M
Top holdings
1
ISHARES TR
$33.3M
2
DIMENSIONAL ETF TRUST
$15.7M
3
VANGUARD INDEX FDS
$13.3M
ASPEN WEALTH STRATEGIES, LLC
$187M
Top holdings
1
ISHARES TR
$46M
2
VANGUARD INDEX FDS
$25.3M
3
SCHWAB STRATEGIC TR
$15.1M
AMANSA CAPITAL PTE. LTD.
$187M
Top holdings
1
ICICI BANK LIMITED
$104M
2
MAKEMYTRIP LIMITED MAURITIUS
$83.1M
AUBREY CAPITAL MANAGEMENT LTD
$186M
Top holdings
1
EMBRAER S.A.
$15.5M
2
ALIBABA GROUP HLDG LTD
$14.8M
3
LATAM AIRLINES GROUP SA
$14.4M
ARCADIA WEALTH MANAGEMENT, INC.
$185M
Top holdings
1
DIMENSIONAL ETF TRUST
$79.2M
2
AMERICAN CENTY ETF TR
$69.7M
3
ISHARES TR
$7.54M
ARRIEN INVESTMENTS, INC.
$184M
Top holdings
1
SPDR SERIES TRUST
$76.6M
2
ISHARES TR
$75.3M
3
SPDR INDEX SHS FDS
$13.5M
AMERAUDI ASSET MANAGEMENT, INC.
$184M
Top holdings
1
VANGUARD INDEX FDS
$41.3M
2
SELECT SECTOR SPDR TR
$36.8M
3
ISHARES TR
$28.3M
ATTESSA CAPITAL LLC
$184M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.4M
2
VANGUARD TAX-MANAGED FDS
$40.5M
3
SCHWAB STRATEGIC TR
$30.5M
