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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
ADIRONDACK CAPITAL ADVISORS, LLC
$156M
Top holdings
1
ISHARES TR
$113M
2
VANGUARD WHITEHALL FDS
$9.23M
3
VANGUARD SPECIALIZED FUNDS
$8.36M
ARCHVEST WEALTH ADVISORS, INC.
$155M
Top holdings
1
FLEXSHARES TR
$38.9M
2
ISHARES TR
$32.3M
3
DIMENSIONAL ETF TRUST
$17.2M
ATLASMARK FINANCIAL, INC
$155M
Top holdings
1
ISHARES TR
$94.2M
2
INVESCO QQQ TR
$31.3M
3
STATE STR SPDR S&P 500 ETF T
$5.07M
ASAHI LIFE ASSET MANAGEMENT CO., LTD.
$155M
Top holdings
1
NVIDIA CORPORATION
$8.47M
2
APPLE INC
$8.28M
3
MICROSOFT CORP
$7.3M
ALBERT D MASON INC
$154M
Top holdings
1
ALPHABET INC
$6.63M
2
KLA CORP
$5.17M
3
LAM RESEARCH CORP
$4.38M
AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
$154M
Top holdings
1
ISHARES TR
$27.4M
2
VANGUARD INDEX FDS
$11.4M
3
INVESCO EXCHANGE TRADED FD T
$6.36M
ALPINE FOX CAPITAL LLC
$154M
Top holdings
1
CIPHER DIGITAL INC
$49.7M
2
ISHARES BITCOIN TRUST ETF
$45M
3
IREN LIMITED
$25.7M
ATLANTIC PRIVATE WEALTH, LLC
$153M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$43M
2
ISHARES TR
$42.5M
3
VANGUARD INDEX FDS
$23.7M
ALTA PARTNERS MANAGEMENT COMPANY, L.P.
$151M
Top holdings
1
TYRA BIOSCIENCES INC
$146M
2
VIR BIOTECHNOLOGY INC
$4.57M
ACCELERATE INVESTMENT ADVISORS LLC
$150M
Top holdings
1
ISHARES TR
$51.7M
2
SPDR SERIES TRUST
$21.8M
3
VANGUARD INDEX FDS
$8.85M
ALPHA WEALTH FUNDS, LLC
$149M
Top holdings
1
ISHARES TR
$115M
2
STATE STR SPDR S&P 500 ETF T
$11.8M
3
ALPHABET INC
$3.55M
ATALA FINANCIAL INC
$149M
Top holdings
1
ALPHABET INC
$12.5M
2
VANGUARD INDEX FDS
$10.1M
3
DEERE & CO
$6.34M
ARIOSE CAPITAL MANAGEMENT LTD
$149M
Top holdings
1
AXT INC
$39.1M
2
SEAGATE TECHNOLOGY HLDNGS PL
$37.8M
3
CORNING INC
$17.2M
AUTHENTIKOS WEALTH ADVISORY, LLC
$148M
Top holdings
1
AIM ETF PRODUCTS TRUST
$30.7M
2
SIMPLIFY EXCHANGE TRADED FUN
$26.7M
3
PIMCO ETF TR
$25.4M
ANSON CAPITAL, INC.
$146M
Top holdings
1
ISHARES TR
$18.4M
2
PACER FDS TR
$18.3M
3
SPDR SERIES TRUST
$15.7M
ASPETUCK FINANCIAL MANAGEMENT LLC
$146M
Top holdings
1
SPDR SERIES TRUST
$29.5M
2
NVIDIA CORPORATION
$18.4M
3
FIDELITY COVINGTON TRUST
$11.1M
APEX WEALTH MANAGEMENT, LLC
$146M
Top holdings
1
ISHARES TR
$51M
2
SCHWAB STRATEGIC TR
$18M
3
VANGUARD INDEX FDS
$17.3M
ASPIRE GROWTH PARTNERS LLC
$146M
Top holdings
1
VANGUARD INDEX FDS
$20.6M
2
VANGUARD ADMIRAL FDS INC
$11.6M
3
APPLE INC
$10.2M
AXECAP INVESTMENTS, LLC
$145M
Top holdings
1
ALPHABET INC
$7.01M
2
NVIDIA CORPORATION
$6.94M
3
APPLE INC
$6.82M
ALEXIS INVESTMENT PARTNERS, LLC
$145M
Top holdings
1
ISHARES TR
$36.1M
2
DBX ETF TR
$8.65M
3
J P MORGAN EXCHANGE TRADED F
$8.57M
