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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
MARSHALL FINANCIAL GROUP, LLC
$625M
Top holdings
1
SPDR SERIES TRUST
$64.5M
2
SSGA ACTIVE TR
$39.7M
3
JANUS DETROIT STR TR
$26.8M
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC
$625M
Top holdings
1
ISHARES TR
$120M
2
VANGUARD INDEX FDS
$48M
3
THE BALDWIN INSURANCE GRP IN
$37.7M
KINSALE CAPITAL GROUP, INC.
$624M
Top holdings
1
VANGUARD INDEX FDS
$184M
2
WALMART INC
$20.9M
3
JOHNSON & JOHNSON
$18.8M
WEST VIRGINIA UNIVERSITY FOUNDATION, INC
$623M
Top holdings
1
VANGUARD INDEX FDS
$623M
DELTROIT ASSET MANAGEMENT UK LLP
$623M
Top holdings
1
TALEN ENERGY CORP
$99.1M
2
BERKSHIRE HATHAWAY INC DEL
$91.9M
3
FOX CORP
$31.2M
KEMNAY ADVISORY SERVICES INC.
$622M
Top holdings
1
VORNADO RLTY TR
$152M
2
ISHARES INC
$96.2M
3
COINBASE GLOBAL INC
$51.5M
DEER MANAGEMENT CO. LLC
$622M
Top holdings
1
SERVICETITAN INC
$322M
2
STUBHUB HLDGS INC
$138M
3
HINGE HEALTH INC
$102M
HEADWATER CAPITAL CO LTD
$622M
Top holdings
1
ALPHABET INC
$151M
2
TAIWAN SEMICONDUCTOR MANUFAC
$114M
3
META PLATFORMS INC
$108M
TRUST CO OF THE SOUTH
$622M
Top holdings
1
DIMENSIONAL ETF TRUST
$322M
2
VANGUARD INDEX FDS
$131M
3
APPLE INC
$24.4M
KCM CAPITAL INC
$622M
Top holdings
1
SANDISK CORP
$144M
2
MICRON TECHNOLOGY INC
$69.7M
3
NVIDIA CORPORATION
$52.3M
AGAVE CAPITAL MANAGEMENT LTD
$622M
Top holdings
1
ISHARES TR
$387M
2
ALPHABET INC
$56M
3
HOME DEPOT INC
$55.7M
FIRST BANK & TRUST
$621M
Top holdings
1
VANGUARD INDEX FDS
$93.4M
2
ISHARES TR
$82.4M
3
VANGUARD TAX-MANAGED FDS
$49.8M
RBO & CO LLC
$620M
Top holdings
1
JOHNSON & JOHNSON
$52.6M
2
ABBVIE INC
$40.5M
3
BERKSHIRE HATHAWAY INC DEL
$34.6M
KEATING FINANCIAL ADVISORY SERVICES, INC.
$619M
Top holdings
1
APPLE INC
$121M
2
DIMENSIONAL ETF TRUST
$98M
3
INNOVATOR ETFS TRUST
$50.4M
KPS GLOBAL ASSET MANAGEMENT UK LTD
$619M
Top holdings
1
CARVANA CO
$472M
2
SERVICENOW INC
$73.2M
3
SPOTIFY TECHNOLOGY S A
$72.7M
RICHMOND INVESTMENT SERVICES, LLC
$619M
Top holdings
1
ISHARES TR
$107M
2
VANECK ETF TRUST
$68.8M
3
SPDR SERIES TRUST
$52.3M
ASSET MANAGEMENT GROUP, INC.
$619M
Top holdings
1
ISHARES TR
$182M
2
VANGUARD INDEX FDS
$123M
3
SCHWAB STRATEGIC TR
$53.2M
BURLING WEALTH PARTNERS, LLC
$618M
Top holdings
1
VANGUARD INDEX FDS
$60.3M
2
ISHARES TR
$50.4M
3
ALPHABET INC
$38M
MCMORGAN & CO LLC
$618M
Top holdings
1
ISHARES TR
$174M
2
VANGUARD BD INDEX FDS
$147M
3
BLACKROCK ETF TRUST
$89.8M
ALBAR CAPITAL PARTNERS LLP
$618M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$74.6M
2
CARRIER GLOBAL CORPORATION
$46.7M
3
DOVER CORP
$43.8M
