Trending
Tree map
Stacked
Scatter
Network
Map
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
AGMAN CAPITAL LLC
$126M
Top holdings
1
COHERENT CORP
$21.4M
2
GRAHAM CORP
$15.9M
3
GXO LOGISTICS INCORPORATED
$10.5M
ASL FINANCIAL, LLC
$125M
Top holdings
1
ISHARES TR
$54.9M
2
VANGUARD INDEX FDS
$10.5M
3
STATE STR SPDR S&P 500 ETF T
$9.99M
APPALACHIAN CAPITAL MANAGEMENT LTD
$125M
Top holdings
1
SCHWAB STRATEGIC TR
$49.9M
2
SPDR SERIES TRUST
$19.6M
3
HARRIS OAKMARK ETF TRUST
$16.3M
ALLIUM FINANCIAL ADVISORS, LLC
$125M
Top holdings
1
ISHARES TR
$36.6M
2
BERKSHIRE HATHAWAY INC DEL
$21.2M
3
DIMENSIONAL ETF TRUST
$5.79M
ALLY BRIDGE GROUP NY LLC
$124M
Top holdings
1
SOLENO THERAPEUTICS INC
$13.4M
2
PRAXIS PRECISION MEDICINES I
$10.6M
3
MINERVA NEUROSCIENCES INC
$9.97M
ARISTOTLE PACIFIC CAPITAL, LLC
$123M
Top holdings
1
SSGA ACTIVE ETF TR
$40M
2
INVESCO EXCH TRADED FD TR II
$36.8M
3
SPDR SERIES TRUST
$26.8M
ADELPHI TRUST CO
$123M
Top holdings
1
VANGUARD INDEX FDS
$10.9M
2
ISHARES TR
$8.52M
3
ALPHABET INC
$7.12M
ARBOR CAPITAL MANAGEMENT INC
$123M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$8.13M
2
ABBVIE INC
$5.63M
3
ARK ETF TR
$3.65M
ARBORFI ADVISORS, LLC
$122M
Top holdings
1
DIMENSIONAL ETF TRUST
$31.5M
2
ISHARES TR
$25.1M
3
SPDR SERIES TRUST
$21.4M
A4 WEALTH ADVISORS LLC
$122M
Top holdings
1
ISHARES TR
$29.1M
2
BLACKROCK ETF TRUST
$26M
3
VANGUARD INDEX FDS
$6.83M
ATHENA WEALTH MANAGEMENT, LLC
$122M
Top holdings
1
FIDELITY MERRIMACK STR TR
$37M
2
ISHARES TR
$4.55M
3
PUTNAM ETF TRUST
$3.5M
ATLAS VENTURE ADVISORS, INC.
$122M
Top holdings
1
DRAFTKINGS INC NEW
$115M
2
ROKU INC
$5.46M
3
SNAP INC
$1.13M
AVISE FINANCIAL COOPERATIVE, INC.
$121M
Top holdings
1
ISHARES TR
$45.4M
2
DIMENSIONAL ETF TRUST
$10.9M
3
BLACKROCK ETF TRUST
$9.21M
AG ASSET ADVISORY, LLC
$121M
Top holdings
1
META PLATFORMS INC
$49.3M
2
DIMENSIONAL ETF TRUST
$48M
3
SIMPLIFY EXCHANGE TRADED FUN
$7.5M
APPROACH RETIREMENT ADVISORS, LLC
$120M
Top holdings
1
DIMENSIONAL ETF TRUST
$58M
2
AMERICAN CENTY ETF TR
$20M
3
AFLAC INC
$11.7M
AIHC CAPITAL MANAGEMENT LTD
$120M
Top holdings
1
REVOLUTION MEDICINES INC
$80.6M
2
ORIC PHARMACEUTICALS INC
$31.2M
3
NOVABRIDGE BIOSCIENCES
$5.57M
AHARA ADVISORS LLC
$120M
Top holdings
1
ALPHABET INC
$19.5M
2
VANGUARD INDEX FDS
$16.7M
3
UBER TECHNOLOGIES INC
$6.9M
AVENTUS INVESTMENT ADVISORS, INC.
$118M
Top holdings
1
ISHARES TR
$56.6M
2
SELECT SECTOR SPDR TR
$15.4M
3
INVESCO EXCHANGE TRADED FD T
$9.36M
ADVOCATE INVESTING SERVICES LLC
$118M
Top holdings
1
INVESCO ACTIVELY MANAGED EXC
$13.5M
2
ISHARES TR
$12.2M
3
SELECT SECTOR SPDR TR
$11.5M
ALESSANDRA CAPITAL MANAGEMENT, LLC
$117M
Top holdings
1
ELI LILLY & CO
$11.8M
2
NVIDIA CORPORATION
$6.25M
3
COSTCO WHOLESALE CORPORATION
$4.9M
