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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 ADVISORY GROUP, INC
$1.49B
Top holdings
1
ISHARES TR
$438M
2
SCHWAB STRATEGIC TR
$172M
3
VANGUARD WORLD FD
$156M
ANGELES INVESTMENT ADVISORS, LLC
$1.49B
Top holdings
1
VANGUARD INDEX FDS
$848M
2
VANGUARD STAR FDS
$227M
3
VANGUARD SCOTTSDALE FDS
$118M
ALLY INVEST ADVISORS INC.
$1.49B
Top holdings
1
ISHARES TR
$800M
2
VANGUARD TAX-MANAGED FDS
$292M
3
VANGUARD CHARLOTTE FDS
$122M
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
$1.47B
Top holdings
1
WELLS FARGO & CO
$74.9M
2
BANK AMERICA CORP
$71.1M
3
EXXON MOBIL CORP
$69.6M
ADELANTE CAPITAL MANAGEMENT LLC
$1.46B
Top holdings
1
WELLTOWER INC
$203M
2
PROLOGIS INC.
$175M
3
EQUINIX INC
$129M
AVALON TRUST CO
$1.45B
Top holdings
1
NVIDIA CORPORATION
$127M
2
ALPHABET INC
$108M
3
APPLE INC
$106M
APPLETON PARTNERS INC
$1.43B
Top holdings
1
SCHWAB STRATEGIC TR
$92.6M
2
APPLE INC
$85.4M
3
GOLDMAN SACHS ETF TR
$72.5M
ASSET DEDICATION, LLC
$1.43B
Top holdings
1
DIMENSIONAL ETF TRUST
$739M
2
INVESCO EXCH TRD SLF IDX FD
$124M
3
ISHARES TR
$112M
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC
$1.43B
Top holdings
1
ISHARES TR
$502M
2
STATE STR SPDR S&P 500 ETF T
$269M
3
VANGUARD BD INDEX FDS
$176M
ATOM INVESTORS LP
$1.4B
Top holdings
1
VANGUARD INDEX FDS
$40.1M
2
BIO-TECHNE CORP
$16.7M
3
EQUINIX INC
$11.7M
ALGEBRIS UK LTD
$1.38B
Top holdings
1
BANK AMERICA CORP
$82.7M
2
ALKAMI TECHNOLOGY INC
$80.4M
3
EQUITABLE HLDGS INC
$75.5M
ADVISOR OS, LLC
$1.38B
Top holdings
1
VANGUARD INDEX FDS
$145M
2
ISHARES TR
$82.5M
3
SPDR SERIES TRUST
$77.4M
AEW CAPITAL MANAGEMENT L P
$1.38B
Top holdings
1
WELLTOWER INC
$210M
2
PROLOGIS INC.
$130M
3
EQUINIX INC
$109M
AVITY INVESTMENT MANAGEMENT INC.
$1.37B
Top holdings
1
APPLE INC
$79.2M
2
ALPHABET INC
$67.2M
3
JOHNSON & JOHNSON
$57.9M
AQUAMARINE FINANCIAL CAYMAN LTD
$1.37B
Top holdings
1
BANCO BRADESCO S A
$589M
2
YPF SOCIEDAD ANONIMA
$417M
3
GRUPO FINANCIERO GALICIA S.A
$111M
ARNHOLD LLC
$1.36B
Top holdings
1
SPDR GOLD TR
$169M
2
ISHARES GOLD TR
$155M
3
LUMENTUM HLDGS INC
$58.3M
ALPHASTAR CAPITAL MANAGEMENT, LLC
$1.36B
Top holdings
1
SPDR SERIES TRUST
$516M
2
SELECT SECTOR SPDR TR
$120M
3
ISHARES TR
$116M
ARETE WEALTH ADVISORS, LLC
$1.33B
Top holdings
1
ISHARES TR
$152M
2
SPDR SERIES TRUST
$116M
3
VANGUARD INDEX FDS
$57.7M
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
$1.33B
Top holdings
1
APPLE INC
$59.9M
2
ALPHABET INC
$51.6M
3
MICROSOFT CORP
$46.6M
ALTA CAPITAL MANAGEMENT LLC
$1.29B
Top holdings
1
NVIDIA CORPORATION
$103M
2
ALPHABET INC
$90.7M
3
AMAZON COM INC
$82.8M
