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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
UNITED BANK
$1.08B
Top holdings
1
HUBBELL INC
$140M
2
ISHARES TR
$130M
3
APPLE INC
$42.1M
MOTCO
$1.08B
Top holdings
1
BROADCOM INC
$41.3M
2
ALPHABET INC
$32.1M
3
STATE STR SPDR S&P 500 ETF T
$28.4M
IBEX WEALTH ADVISORS
$1.07B
Top holdings
1
NVIDIA CORPORATION
$119M
2
BROADCOM INC
$45.3M
3
ISHARES TR
$34.4M
SIR CAPITAL MANAGEMENT, L.P.
$1.07B
Top holdings
1
ANTERO RESOURCES CORP
$52.8M
2
DEVON ENERGY CORP NEW
$52M
3
PERMIAN RESOURCES CORP
$47M
PASSAIC PARTNERS LLC
$1.07B
Top holdings
1
ISHARES TR
$564M
2
STATE STR SPDR S&P 500 ETF T
$316M
3
ISHARES INC
$78.3M
DIAMETER CAPITAL PARTNERS LP
$1.07B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$325M
2
ECHOSTAR CORP
$174M
3
ISHARES TR
$99.2M
TRUST CO
$1.07B
Top holdings
1
ISHARES TR
$317M
2
VANGUARD INDEX FDS
$229M
3
VANGUARD BD INDEX FDS
$71.1M
ZUCKERMAN INVESTMENT GROUP, LLC
$1.07B
Top holdings
1
VERTIV HOLDINGS CO
$101M
2
ALPHABET INC
$49.3M
3
ULTA BEAUTY INC
$45.6M
E20 CAPITAL LTD
$1.07B
Top holdings
1
LUMENTUM HLDGS INC
$131M
2
AXT INC
$118M
3
TOWER SEMICONDUCTOR LTD
$108M
CLARK ASSET MANAGEMENT, LLC
$1.06B
Top holdings
1
VANGUARD INDEX FDS
$289M
2
INVESCO EXCH TRD SLF IDX FD
$168M
3
VANGUARD TAX-MANAGED FDS
$164M
LVM CAPITAL MANAGEMENT LTD
$1.06B
Top holdings
1
APPLE INC
$93.2M
2
BROADCOM INC
$73.9M
3
MICROSOFT CORP
$62.8M
HACKENSACK MERIDIAN HEALTH, INC.
$1.06B
Top holdings
1
ISHARES TR
$447M
2
STATE STR SPDR S&P 500 ETF T
$346M
3
ISHARES INC
$148M
BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP
$1.06B
Top holdings
1
WESTERN DIGITAL CORP
$186M
2
WARNER BROS DISCOVERY INC
$62.5M
3
ADVANCED ENERGY INDS
$56.8M
MIRABELLA FINANCIAL SERVICES LLP
$1.06B
Top holdings
1
ADS TEC ENERGY PLC
$260M
2
CSG SYS INTL INC
$33.1M
3
FIRST BUSEY CORP
$31.6M
BFSG, LLC
$1.06B
Top holdings
1
ISHARES TR
$58M
2
VANGUARD INDEX FDS
$52.8M
3
ISHARES GOLD TR
$34.1M
WEBSTER BANK, N. A.
$1.06B
Top holdings
1
ISHARES TR
$131M
2
VANGUARD INDEX FDS
$110M
3
STATE STR SPDR S&P 500 ETF T
$88.3M
CORNERSTONE ADVISORY, LLC
$1.06B
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$179M
2
ISHARES TR
$118M
3
GOLDMAN SACHS ETF TR
$110M
KINTEGRAL ADVISORY, LLC
$1.06B
Top holdings
1
NVIDIA CORPORATION
$100M
2
ALPHABET INC
$81.9M
3
MICROSOFT CORP
$62.7M
MONOGRAPH WEALTH ADVISORS, LLC
$1.05B
Top holdings
1
DIMENSIONAL ETF TRUST
$755M
2
ISHARES TR
$85.4M
3
VANGUARD INDEX FDS
$31.7M
SHEPHERD FINANCIAL PARTNERS LLC
$1.05B
Top holdings
1
SPDR SERIES TRUST
$212M
2
ISHARES TR
$208M
3
BLACKROCK ETF TRUST
$82.2M
