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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
OXBOW ADVISORS, LLC
$1.18B
Top holdings
1
VANGUARD INSTL INDEX FD
$173M
2
ISHARES GOLD TR
$60M
3
ENTERPRISE PRODS PARTNERS L
$51.6M
BROAD BAY CAPITAL MANAGEMENT, LP
$1.18B
Top holdings
1
ISHARES TR
$204M
2
ATLANTA BRAVES HLDGS INC
$117M
3
AAR CORP
$89.6M
EVERHART FINANCIAL GROUP, INC.
$1.17B
Top holdings
1
VANGUARD INDEX FDS
$425M
2
DIMENSIONAL ETF TRUST
$62.7M
3
NVIDIA CORPORATION
$43.7M
TRANSAMERICA FINANCIAL ADVISORS, LLC
$1.17B
Top holdings
1
ISHARES TR
$101M
2
VANGUARD INDEX FDS
$100M
3
INVESCO EXCHANGE TRADED FD T
$56.7M
JOURNEY ADVISORY GROUP, LLC
$1.17B
Top holdings
1
ISHARES TR
$281M
2
PIMCO ETF TR
$60.3M
3
VANGUARD TAX-MANAGED FDS
$50.8M
CREWE ADVISORS LLC
$1.17B
Top holdings
1
ISHARES TR
$369M
2
PACS GROUP INC
$88.5M
3
STATE STR SPDR S&P 500 ETF T
$65.2M
FIDUCIARY GROUP, LLC
$1.17B
Top holdings
1
ISHARES TR
$145M
2
VANGUARD INDEX FDS
$78.2M
3
ALPHABET INC
$62.6M
OCONNOR ALTERNATIVE INVESTMENTS LLC
$1.17B
Top holdings
1
HOLOGIC INC
$236M
2
AIR LEASE CORP
$186M
3
AMICUS THERAPEUTIC
$122M
BANK OF NOVA SCOTIA TRUST CO
$1.16B
Top holdings
1
ROYAL BK CDA
$99.3M
2
TORONTO DOMINION BK ONT
$69.6M
3
BANK MONTREAL MEDIUM
$67.1M
AMICA MUTUAL INSURANCE CO
$1.16B
Top holdings
1
ISHARES TR
$299M
2
NVIDIA CORPORATION
$61.4M
3
APPLE INC
$47.1M
GERMAN AMERICAN BANCORP, INC.
$1.16B
Top holdings
1
ISHARES TR
$417M
2
ALPHABET INC
$47.1M
3
APPLE INC
$47.1M
ANDERSON HOAGLAND & CO
$1.16B
Top holdings
1
ISHARES TR
$190M
2
VANGUARD WELLINGTON FD
$128M
3
ISHARES GOLD TR
$71.2M
SANDHILL CAPITAL PARTNERS LLC
$1.16B
Top holdings
1
SPDR SERIES TRUST
$115M
2
SERVICENOW INC
$56.9M
3
AECOM
$49.7M
FLAGSHIP PIONEERING INC.
$1.16B
Top holdings
1
GENERATE BIOMEDICINES INC
$783M
2
MODERNA INC
$235M
3
SANA BIOTECHNOLOGY INC
$72M
ALTRAVUE CAPITAL, LLC
$1.16B
Top holdings
1
STONEX GROUP INC
$131M
2
VSE CORP
$96.8M
3
TRIUMPH FINANCIAL INC
$85.4M
BRAMSHILL INVESTMENTS, LLC
$1.16B
Top holdings
1
ISHARES TR
$167M
2
VANGUARD BD INDEX FDS
$154M
3
ISHARES U S ETF TR
$122M
SNS FINANCIAL GROUP, LLC
$1.16B
Top holdings
1
ISHARES TR
$360M
2
SCHWAB STRATEGIC TR
$160M
3
INVESCO EXCH TRD SLF IDX FD
$103M
TOWNSEND & ASSOCIATES, INC
$1.16B
Top holdings
1
ISHARES TR
$276M
2
BHP BILLITON LIMITED
$49.8M
3
JANUS DETROIT STR TR
$46.2M
FOURTHOUGHT FINANCIAL PARTNERS, LLC
$1.16B
Top holdings
1
ISHARES TR
$64.2M
2
MICROSOFT CORP
$48.9M
3
BROADCOM INC
$46.5M
MMCAP INTERNATIONAL INC. SPC
$1.16B
Top holdings
1
ARIS MINING CORPORATION
$145M
2
ALGOMA STL GROUP INC
$53.1M
3
XANADU QUANTUM TECHNOLO LTD
$48.1M
