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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
AMARA FINANCIAL, LLC.
$145M
Top holdings
1
VANGUARD WORLD FD
$34.7M
2
ISHARES TR
$26.3M
3
VANGUARD TAX-MANAGED FDS
$23.1M
ADG WEALTH MANAGEMENT GROUP, LLC
$145M
Top holdings
1
ISHARES TR
$86.8M
2
J P MORGAN EXCHANGE TRADED F
$20M
3
INVESCO EXCHANGE TRADED FD T
$16.8M
ANTONELLI FINANCIAL ADVISORS, LLC
$145M
Top holdings
1
VANGUARD INDEX FDS
$30.2M
2
ISHARES TR
$24.8M
3
INVESCO QQQ TR
$21.3M
ARROW CAPITAL MANAGEMENT, LLC
$144M
Top holdings
1
ALPHABET INC
$26.3M
2
AMAZON COM INC
$20.3M
3
META PLATFORMS INC
$12.2M
ADVAYA LLP
$144M
Top holdings
1
AMAZON COM INC
$39.5M
2
WOODWARD INC
$30.4M
3
SPORTRADAR GROUP AG
$22.2M
ANCHOR CAPITAL MANAGEMENT GROUP INC
$144M
Top holdings
1
INVESCO QQQ TR
$76.5M
2
STATE STR SPDR S&P 500 ETF T
$37.1M
3
FIRST AMERICAN
$10.9M
AUREUM WEALTH MANAGEMENT, LLC
$144M
Top holdings
1
ISHARES TR
$52.5M
2
SPDR SERIES TRUST
$32.7M
3
JANUS DETROIT STR TR
$8.05M
ACKERMAN ASSET MANAGEMENT, LLC
$143M
Top holdings
1
ISHARES TR
$99.3M
2
STATE STR SPDR S&P 500 ETF T
$9.98M
3
J P MORGAN EXCHANGE TRADED F
$7.37M
ARAGON GLOBAL MANAGEMENT, LP
$143M
Top holdings
1
INVESCO QQQ TR
$45M
2
STATE STR SPDR S&P 500 ETF T
$29M
3
GE VERNOVA INC
$10.3M
ARBOR WEALTH ADVISORS LLC
$143M
Top holdings
1
VANGUARD INDEX FDS
$62.3M
2
VANGUARD STAR FDS
$24.1M
3
DIMENSIONAL ETF TRUST
$5.96M
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
$143M
Top holdings
1
INDEPENDENCE RLTY TR INC
$27.1M
2
REXFORD INDL RLTY INC
$19.8M
3
FIRST INDL RLTY TR INC
$18.4M
AVANT FINANCIAL ADVISORS LLC
$142M
Top holdings
1
DIMENSIONAL ETF TRUST
$38.4M
2
AMERICAN CENTY ETF TR
$20.6M
3
VANGUARD INDEX FDS
$14.4M
AVANT CAPITAL LLC
$142M
Top holdings
1
SCHWAB STRATEGIC TR
$32.6M
2
ISHARES TR
$19.4M
3
VANGUARD INDEX FDS
$17.8M
ACUTA CAPITAL PARTNERS, LLC
$142M
Top holdings
1
PRAXIS PRECISION MEDICINES I
$27.4M
2
TERNS PHARMACEUTICALS INC
$26.1M
3
WHITEHAWK THERAPEUTICS INC
$11.8M
ASSET PLANNING,INC
$141M
Top holdings
1
AMAZON COM INC
$13.2M
2
ELI LILLY & CO
$12.4M
3
TRANSDIGM GROUP INC
$10.5M
ARGYLE CAPITAL PARTNERS, LLC
$139M
Top holdings
1
ISHARES TR
$30.2M
2
APPLE INC
$7.71M
3
MICROSOFT CORP
$3.99M
ATLANTIC FAMILY WEALTH, LLC
$138M
Top holdings
1
VICTORY PORTFOLIOS II
$60.5M
2
ISHARES TR
$43M
3
PACER FDS TR
$7.22M
ARSENAL CAPITAL ADVISORS LLC
$138M
Top holdings
1
ISHARES TR
$12.3M
2
VANGUARD INDEX FDS
$11.7M
3
NVIDIA CORPORATION
$10.9M
AI-SQUARED MANAGEMENT LTD
$137M
Top holdings
1
LUMENTUM HLDGS INC
$25.5M
2
SANDISK CORP
$13.4M
3
MICRON TECHNOLOGY INC
$12.6M
AURORA INVESTMENT MANAGERS, LLC.
$136M
Top holdings
1
ALPHABET INC
$12.9M
2
KRANESHARES TRUST
$12.4M
3
ALIBABA GROUP HLDG LTD
$10.2M
