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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
TOBIAS FINANCIAL ADVISORS, INC.
$718M
Top holdings
1
ISHARES TR
$146M
2
SPDR SERIES TRUST
$120M
3
DIMENSIONAL ETF TRUST
$104M
WERBA RUBIN PAPIER WEALTH MANAGEMENT
$718M
Top holdings
1
AMERICAN CENTY ETF TR
$280M
2
DIMENSIONAL ETF TRUST
$69.9M
3
VANGUARD INDEX FDS
$65.1M
HERALD INVESTMENT MANAGEMENT LTD
$718M
Top holdings
1
CELESTICA INC
$58.9M
2
FABRINET
$52.2M
3
SILICON MOTION TECHNOLOGY CO
$41.3M
LIVE OAK PRIVATE WEALTH LLC
$717M
Top holdings
1
DIMENSIONAL ETF TRUST
$63.6M
2
BERKSHIRE HATHAWAY INC DEL
$33.5M
3
ALPHABET INC
$32.5M
NUANCE INVESTMENTS, LLC
$717M
Top holdings
1
CALIFORNIA WTR SVC GROUP
$72.7M
2
MARTEN TRANS LTD
$63.2M
3
QIAGEN NV
$52.9M
ARKANSAS FINANCIAL GROUP, INC.
$717M
Top holdings
1
ISHARES TR
$302M
2
STATE STR SPDR DOW JONES IND
$103M
3
SPDR SERIES TRUST
$78.1M
CAMBIENT FAMILY OFFICE, LLC
$716M
Top holdings
1
ISHARES TR
$81.3M
2
NVIDIA CORPORATION
$48.3M
3
STATE STR SPDR S&P 500 ETF T
$36.4M
ANATOLE INVESTMENT MANAGEMENT LTD
$716M
Top holdings
1
LUMENTUM HLDGS INC
$138M
2
SANDISK CORP
$122M
3
CIENA CORP
$122M
BILTMORE FAMILY OFFICE, LLC
$716M
Top holdings
1
APPLE INC
$175M
2
ISHARES GOLD TR
$58.4M
3
ISHARES TR
$50.6M
OVATA CAPITAL MANAGEMENT LTD
$715M
Top holdings
1
JAZZ INVESTMENTS I LTD
$83M
2
RYANAIR HOLDINGS PLC
$75.6M
3
TAIWAN SEMICONDUCTOR MANUFAC
$70.1M
STRATEGIC PLANNING GROUP, LLC
$715M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$49.3M
2
SPDR SERIES TRUST
$48.1M
3
APPLE INC
$36.5M
LEGACY FINANCIAL ADVISORS, INC.
$715M
Top holdings
1
WISDOMTREE TR
$104M
2
ISHARES TR
$46.7M
3
FRANKLIN TEMPLETON ETF TR
$38.6M
NEXUS INVESTMENT MANAGEMENT ULC
$715M
Top holdings
1
JPMORGAN CHASE & CO
$54.8M
2
ROSS STORES INC
$52.6M
3
AMERICAN ELEC PWR CO INC
$51.6M
FIRST HAWAIIAN BANK
$715M
Top holdings
1
ISHARES TR
$454M
2
VANGUARD INDEX FDS
$66.1M
3
VANGUARD WHITEHALL FDS
$52.4M
EAGLECLAW CAPITAL MANAGMENT, LLC
$714M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$72.1M
2
NVIDIA CORPORATION
$33M
3
APPLE INC
$25.2M
GLEN EAGLE ADVISORS, LLC
$714M
Top holdings
1
ISHARES TR
$71.1M
2
WISDOMTREE TR
$53.3M
3
SPDR SERIES TRUST
$37.9M
ATMOS CAPITAL GESTAO DE RECURSOS LTDA.
$714M
Top holdings
1
NU HLDGS LTD
$259M
2
XP INC
$180M
3
MERCADOLIBRE INC
$53.9M
AFFINITY CAPITAL ADVISORS, LLC
$713M
Top holdings
1
ISHARES TR
$321M
2
VANGUARD INDEX FDS
$134M
3
APPLE INC
$53.4M
LEELYN SMITH, LLC
$713M
Top holdings
1
VANGUARD WORLD FD
$59.2M
2
VANECK ETF TRUST
$49.8M
3
SCHWAB STRATEGIC TR
$48.7M
INSIGHT WEALTH PARTNERS, LLC
$713M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$467M
2
ISHARES TR
$63.6M
3
VANGUARD SCOTTSDALE FDS
$24.9M
