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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
MAYFLOWER FINANCIAL ADVISORS, LLC
$824M
Top holdings
1
ISHARES TR
$210M
2
SPDR SERIES TRUST
$39.1M
3
BLACKROCK ETF TRUST
$31.3M
MJP ASSOCIATES INC
$824M
Top holdings
1
VANGUARD INDEX FDS
$113M
2
PIMCO ETF TR
$69.4M
3
VANGUARD SPECIALIZED FUNDS
$57.7M
PARKSIDE INVESTMENTS, LLC
$823M
Top holdings
1
ISHARES TR
$316M
2
ISHARES INC
$57M
3
FIDELITY COVINGTON TRUST
$38.6M
VOLTERRA TECHNOLOGIES LP
$823M
Top holdings
1
SELECT SECTOR SPDR TR
$206M
2
ISHARES TR
$139M
3
SPDR SERIES TRUST
$39M
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
$822M
Top holdings
1
APPLE INC
$34M
2
NVIDIA CORPORATION
$32.2M
3
MICROSOFT CORP
$23.9M
ARISTA WEALTH MANAGEMENT, LLC
$822M
Top holdings
1
DIMENSIONAL ETF TRUST
$251M
2
VANGUARD SCOTTSDALE FDS
$111M
3
VANGUARD ADMIRAL FDS INC
$73.4M
CADIAN CAPITAL MANAGEMENT, LP
$821M
Top holdings
1
IQVIA HLDGS INC
$139M
2
DRAFTKINGS INC NEW
$79.2M
3
FLYWIRE CORPORATION
$77M
ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
$821M
Top holdings
1
ISHARES TR
$90.5M
2
ALPHABET INC
$35.5M
3
JPMORGAN CHASE & CO
$32.3M
AVENIR CORP
$820M
Top holdings
1
MICROSOFT CORP
$90.4M
2
MARKEL GROUP INC
$87.7M
3
AMAZON COM INC
$78.2M
DUMAC, INC.
$820M
Top holdings
1
VANGUARD INDEX FDS
$631M
2
SCHWAB STRATEGIC TR
$170M
3
ISHARES TR
$9.46M
OAK ROOT LLC
$820M
Top holdings
1
AMERICAN CENTY ETF TR
$713M
2
VANGUARD INDEX FDS
$77.9M
3
ISHARES TR
$18.5M
MAYTECH GLOBAL INVESTMENTS, LLC
$820M
Top holdings
1
NVIDIA CORPORATION
$163M
2
ALPHABET INC
$109M
3
META PLATFORMS INC
$68.6M
BSW WEALTH PARTNERS
$819M
Top holdings
1
ISHARES TR
$232M
2
AMERICAN CENTY ETF TR
$131M
3
VANGUARD SCOTTSDALE FDS
$33.3M
NELSON CAPITAL MANAGEMENT, LLC
$819M
Top holdings
1
NVIDIA CORPORATION
$284M
2
SELECT SECTOR SPDR TR
$72.8M
3
ISHARES TR
$53M
ARVIN CAPITAL MANAGEMENT LP
$819M
Top holdings
1
MICROSOFT CORP
$80.1M
2
THERMO FISHER SCIENTIFIC INC
$79.5M
3
AMENTUM HOLDINGS INC
$73.5M
SJS INVESTMENT CONSULTING INC.
$819M
Top holdings
1
DIMENSIONAL ETF TRUST
$532M
2
VANGUARD MALVERN FDS
$50.1M
3
AMERICAN CENTY ETF TR
$44.4M
BAY COLONY ADVISORY GROUP, INC
$818M
Top holdings
1
VANGUARD INDEX FDS
$76.4M
2
ISHARES TR
$61.3M
3
CAPITAL GROUP DIVIDEND VALUE
$45.8M
BRIO CONSULTANTS, LLC
$818M
Top holdings
1
ISHARES TR
$146M
2
VANGUARD INDEX FDS
$103M
3
SPDR INDEX SHS FDS
$83.6M
CAPITAL INVESTMENT COUNSEL, INC
$816M
Top holdings
1
APPLE INC
$138M
2
NVIDIA CORPORATION
$99.9M
3
COSTCO WHOLESALE CORPORATION
$63.4M
KERA CAPITAL PARTNERS, INC.
$815M
Top holdings
1
NVIDIA CORPORATION
$69.4M
2
ISHARES TR
$57.3M
3
STATE STR SPDR S&P 500 ETF T
$43.6M
