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

STANLEY-LAMAN GROUP, LTD.
$814M
Top holdings
1
ALPHABET INC
$22.1M
2
AMAZON COM INC
$16.4M
3
RTX CORPORATION
$15.9M
VICTORY FINANCIAL GROUP, LLC
$814M
Top holdings
1
ISHARES TR
$223M
2
VANGUARD INDEX FDS
$54.1M
3
SCHWAB STRATEGIC TR
$51.2M
RTD FINANCIAL ADVISORS, INC.
$814M
Top holdings
1
ISHARES TR
$537M
2
VANGUARD INDEX FDS
$68.8M
3
INVESCO ACTIVELY MANAGED EXC
$39.3M
ADVISORY RESEARCH INC
$813M
Top holdings
1
TRIMAS CORP
$40.2M
2
OPENLANE INC
$37.4M
3
MYERS INDS INC
$32.3M
TFC FINANCIAL MANAGEMENT, INC.
$812M
Top holdings
1
ISHARES TR
$439M
2
DIMENSIONAL ETF TRUST
$70.5M
3
ISHARES INC
$53M
UNITED ADVISOR GROUP, LLC
$811M
Top holdings
1
ISHARES TR
$57.3M
2
WISDOMTREE TR
$51.8M
3
ETF SER SOLUTIONS
$46.2M
PORTFOLIO STRATEGIES, INC.
$811M
Top holdings
1
ISHARES TR
$337M
2
VANGUARD WORLD FD
$114M
3
FIDELITY COVINGTON TRUST
$97.9M
RHENMAN & PARTNERS ASSET MANAGEMENT AB
$810M
Top holdings
1
BOSTON SCIENTIFIC CORP
$39.2M
2
REGENERON PHARMACEUTICALS
$37.2M
3
ELI LILLY & CO
$31M
BAXTER BROS INC
$810M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$68M
2
ALPHABET INC
$60.5M
3
MICROSOFT CORP
$48.1M
SUMMIT SECURITIES GROUP LLC
$810M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$265M
2
INVESCO QQQ TR
$97.5M
3
WARNER BROS DISCOVERY INC
$39.7M
BROOKWOOD INVESTMENT GROUP LLC
$810M
Top holdings
1
VANGUARD INDEX FDS
$87.2M
2
ISHARES TR
$65M
3
NVIDIA CORPORATION
$39.2M
BUCK WEALTH STRATEGIES, LLC
$810M
Top holdings
1
ISHARES TR
$184M
2
PIMCO ETF TR
$72.7M
3
JANUS DETROIT STR TR
$28.7M
IMPACT PARTNERSHIP WEALTH, LLC
$810M
Top holdings
1
SPDR SERIES TRUST
$177M
2
VANGUARD INDEX FDS
$68.3M
3
VANGUARD INTL EQUITY INDEX F
$68M
ASHFORD CAPITAL MANAGEMENT INC
$809M
Top holdings
1
GLOBALSTAR INC
$60.3M
2
LIGAND PHARMACEUTICALS INC
$41.4M
3
STONEX GROUP INC
$37.6M
B&D WHITE CAPITAL COMPANY, LLC
$809M
Top holdings
1
AMERICAN CENTY ETF TR
$314M
2
AMAZON COM INC
$154M
3
DIMENSIONAL ETF TRUST
$153M
PATHWAY FINANCIAL ADVISORS LLC
$808M
Top holdings
1
VANGUARD INDEX FDS
$253M
2
ISHARES TR
$161M
3
GOLDMAN SACHS ETF TR
$95.8M
EMERALD ADVISORS, LLC
$808M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$620M
2
ISHARES TR
$27M
3
VANGUARD INDEX FDS
$21.7M
FINANCIAL ENHANCEMENT GROUP LLC
$807M
Top holdings
1
ISHARES TR
$133M
2
JANUS DETROIT STR TR
$83.2M
3
SPDR SERIES TRUST
$60.7M
DORSEY WRIGHT & ASSOCIATES
$807M
Top holdings
1
ISHARES TR
$59.6M
2
GE VERNOVA INC
$30.1M
3
NEWMONT CORP
$26.1M
STRID GROUP, LLC
$807M
Top holdings
1
SCHWAB STRATEGIC TR
$224M
2
VANGUARD INTL EQUITY INDEX F
$174M
3
FIRST TR EXCHANGE TRADED FD
$103M
1
โ€ฆ
132
133
134
โ€ฆ
433
Have questions, comments, or concerns?
Send us an e-mail: support@oec.world
Follow @OECtoday on
Created, Designed, and Developed by:
In collaboration with