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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
OCTAVIA WEALTH ADVISORS, LLC
$1.05B
Top holdings
1
SPDR SERIES TRUST
$327M
2
ISHARES TR
$234M
3
FIDELITY MERRIMACK STR TR
$87.9M
CCM INVESTMENT ADVISERS LLC
$1.04B
Top holdings
1
ALPHABET INC
$38.7M
2
NVIDIA CORPORATION
$36.4M
3
SEAGATE TECHNOLOGY HLDNGS PL
$36M
TELOS CAPITAL MANAGEMENT, INC.
$1.04B
Top holdings
1
APPLE INC
$57.1M
2
ISHARES TR
$53.2M
3
VANGUARD INDEX FDS
$46.6M
CONTINUUM ADVISORY, LLC
$1.04B
Top holdings
1
VANGUARD INDEX FDS
$100M
2
ISHARES TR
$92.7M
3
J P MORGAN EXCHANGE TRADED F
$50.4M
NORDEN GROUP LLC
$1.04B
Top holdings
1
PGIM ETF TR
$63.3M
2
APPLE INC
$49.2M
3
NVIDIA CORPORATION
$47.1M
CLOUGH CAPITAL PARTNERS L P
$1.04B
Top holdings
1
ALPHABET INC
$60.7M
2
CARNIVAL CORP
$41.9M
3
NVIDIA CORPORATION
$40.4M
CRESCENT GROVE ADVISORS, LLC
$1.04B
Top holdings
1
ISHARES TR
$319M
2
VANGUARD INDEX FDS
$83.1M
3
STATE STR SPDR S&P 500 ETF T
$62M
SCOGGIN MANAGEMENT LP
$1.04B
Top holdings
1
TERAWULF INC
$288M
2
STATE STR SPDR S&P 500 ETF T
$219M
3
INVESCO QQQ TR
$195M
RDST CAPITAL LLC
$1.04B
Top holdings
1
UNION PAC CORP
$70.8M
2
DATADOG INC
$70.5M
3
BLUE OWL CAPITAL INC
$69.8M
OPTIMUS PRIME FUND MANAGEMENT CO., LTD.
$1.04B
Top holdings
1
JFROG LTD
$221M
2
ALPHABET INC
$144M
3
SNOWFLAKE INC
$141M
LINDEN THOMAS ADVISORY SERVICES, LLC
$1.04B
Top holdings
1
NVIDIA CORPORATION
$30.6M
2
ALPHABET INC
$17.1M
3
APPLE INC
$16M
NADLER FINANCIAL GROUP, INC.
$1.04B
Top holdings
1
VANGUARD INDEX FDS
$381M
2
ISHARES TR
$206M
3
SCHWAB STRATEGIC TR
$130M
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
$1.04B
Top holdings
1
ENBRIDGE INC
$403M
2
WASTE MGMT INC DEL
$340M
3
NATIONAL HEALTHCARE CORP
$166M
MARKS GROUP WEALTH MANAGEMENT, INC
$1.04B
Top holdings
1
ISHARES TR
$75.8M
2
BLACKROCK ETF TRUST
$30.3M
3
APPLE INC
$28.2M
E-L FINANCIAL CORP LTD
$1.04B
Top holdings
1
VANGUARD INDEX FDS
$1.04B
BISON WEALTH, LLC
$1.04B
Top holdings
1
LISTED FDS TR
$275M
2
ISHARES TR
$107M
3
APPLE INC
$30.4M
TOWER BRIDGE ADVISORS
$1.04B
Top holdings
1
ALPHABET INC
$68.9M
2
APPLE INC
$54.3M
3
MICROSOFT CORP
$53.2M
COMMON FUND FOR NONPROFIT ORGANIZATIONS
$1.03B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$364M
2
ISHARES TR
$256M
3
FLEXSHARES TR
$222M
CONDIRE MANAGEMENT, LP
$1.03B
Top holdings
1
COEUR MNG INC
$187M
2
I-80 GOLD CORP
$166M
3
VALARIS LTD
$114M
TANAGER WEALTH MANAGEMENT LLP
$1.03B
Top holdings
1
ISHARES TR
$252M
2
BONDBLOXX ETF TRUST
$124M
3
VANGUARD INTL EQUITY INDEX F
$96.4M
