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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
SOUTHERNSUN ASSET MANAGEMENT, LLC
$690M
Top holdings
1
DARLING INGREDIENTS INC
$48.2M
2
MURPHY USA INC
$41.9M
3
BOOT BARN HLDGS INC
$39.9M
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
$690M
Top holdings
1
VANGUARD BD INDEX FDS
$84.9M
2
INVESCO QQQ TR
$53M
3
SCHWAB STRATEGIC TR
$41.4M
CREWS BANK & TRUST
$690M
Top holdings
1
SPDR SERIES TRUST
$166M
2
ISHARES TR
$103M
3
VANGUARD INDEX FDS
$44.6M
CHATHAM CAPITAL GROUP, INC.
$689M
Top holdings
1
VANGUARD INDEX FDS
$53.8M
2
ISHARES TR
$53.6M
3
NVIDIA CORPORATION
$29.4M
PLATINUM PARAMOUNT INVESTMENT LTD.
$689M
Top holdings
1
ON HLDG AG
$385M
2
RESTAURANT BRANDS INTL INC
$304M
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
$689M
Top holdings
1
ISHARES TR
$282M
2
VANGUARD INDEX FDS
$146M
3
VANGUARD SPECIALIZED FUNDS
$38.8M
BUFFALO BUSINESS & ESTATE SERVICES LTD
$689M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$135M
2
ISHARES TR
$115M
3
NVIDIA CORPORATION
$90.4M
KPP ADVISORY SERVICES LLC
$689M
Top holdings
1
ISHARES TR
$61.1M
2
INVESCO EXCHANGE TRADED FD T
$58.8M
3
INVESCO EXCH TRADED FD TR II
$34.2M
EAGLE ROCK INVESTMENT COMPANY, LLC
$688M
Top holdings
1
VANGUARD BD INDEX FDS
$70M
2
ALPHABET INC
$39.6M
3
BROADCOM INC
$33.7M
SIERRA SUMMIT ADVISORS LLC
$688M
Top holdings
1
NVIDIA CORPORATION
$39.8M
2
APPLE INC
$28.3M
3
ALPHABET INC
$26.5M
STRATEGIC POINT INVESTMENT ADVISORS, LLC
$688M
Top holdings
1
ISHARES TR
$379M
2
STATE STR SPDR S&P 500 ETF T
$97.9M
3
SELECT SECTOR SPDR TR
$49M
LEBENTHAL GLOBAL ADVISORS, LLC
$688M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$84.6M
2
ISHARES TR
$56.2M
3
STATE STR SPDR S&P 500 ETF T
$50M
ALPINE BANK WEALTH MANAGEMENT
$688M
Top holdings
1
ISHARES TR
$192M
2
INVESCO EXCH TRADED FD TR II
$97.7M
3
J P MORGAN EXCHANGE TRADED F
$90.6M
MARIDEA WEALTH MANAGEMENT LLC
$688M
Top holdings
1
ABSOLUTE SHS TR
$58.9M
2
ISHARES TR
$47.4M
3
SPDR SERIES TRUST
$38.2M
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT, CO.
$687M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$249M
2
NVIDIA CORPORATION
$36.4M
3
ALPHABET INC
$24.6M
SECURITY NATIONAL BANK
$687M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$77.7M
2
NVIDIA CORPORATION
$74M
3
APPLE INC
$28.3M
HUMAN INVESTING LLC
$687M
Top holdings
1
VANGUARD INDEX FDS
$210M
2
ISHARES TR
$90.5M
3
VANGUARD TAX-MANAGED FDS
$77.4M
ESTABROOK CAPITAL MANAGEMENT
$685M
Top holdings
1
MICROSOFT CORP
$55.9M
2
JPMORGAN CHASE & CO
$47.7M
3
APPLE INC
$45.6M
HUDSON EDGE INVESTMENT PARTNERS INC.
$684M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$81.9M
2
INFOSYS LTD
$60.2M
3
RYANAIR HOLDINGS PLC
$56.5M
FIRST NATIONAL ADVISERS, LLC
$683M
Top holdings
1
DIMENSIONAL ETF TRUST
$57.2M
2
APPLE INC
$38.7M
3
NVIDIA CORPORATION
$32.4M
