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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
FRG FAMILY WEALTH ADVISORS LLC
$611M
Top holdings
1
MICROSOFT CORP
$52.8M
2
VANGUARD INDEX FDS
$46.2M
3
AMAZON COM INC
$34.7M
CITIZENS BUSINESS BANK
$610M
Top holdings
1
ISHARES TR
$93.6M
2
VANGUARD TAX-MANAGED FDS
$58.3M
3
NVIDIA CORPORATION
$31.2M
ARMBRUSTER CAPITAL MANAGEMENT, INC.
$610M
Top holdings
1
ISHARES TR
$225M
2
VANGUARD WELLINGTON FD
$96.3M
3
INVESCO EXCHANGE TRADED FD T
$67.3M
PROSIGHT MANAGEMENT, LP
$610M
Top holdings
1
NEKTAR THERAPEUTICS
$52.9M
2
BOSTON SCIENTIFIC CORP
$49.9M
3
JANUX THERAPEUTICS INC
$49.3M
PANDI, LLC
$610M
Top holdings
1
VANGUARD INDEX FDS
$601M
2
PALMER SQUARE CAPITAL BDC IN
$8.91M
BLUE FIN CAPITAL, INC.
$610M
Top holdings
1
NVIDIA CORPORATION
$99.3M
2
ISHARES TR
$86.6M
3
APPLE INC
$48.6M
DGS CAPITAL MANAGEMENT, LLC
$609M
Top holdings
1
ISHARES TR
$49.1M
2
COINBASE GLOBAL INC
$35M
3
APPLE INC
$19.3M
STRATEGY ASSET MANAGERS LLC
$609M
Top holdings
1
ISHARES TR
$47.4M
2
BROADCOM INC
$26M
3
ALPHABET INC
$25.2M
AMERICAN INTERNATIONAL GROUP, INC.
$609M
Top holdings
1
COREBRIDGE FINL INC
$607M
2
RUBRIK INC.
$1.79M
OPES WEALTH MANAGEMENT LLC
$609M
Top holdings
1
SCHWAB STRATEGIC TR
$128M
2
APPLE INC
$110M
3
ISHARES TR
$105M
FOURTH SAIL CAPITAL LP
$608M
Top holdings
1
NCR ATLEOS CORPORATION
$88.4M
2
MERCADOLIBRE INC
$57M
3
BRINKS CO
$43.1M
FOUNDERS CAPITAL MANAGEMENT, LLC
$608M
Top holdings
1
ALPHABET INC
$159M
2
BERKSHIRE HATHAWAY INC DEL
$68M
3
META PLATFORMS INC
$52.9M
AUSTIN ASSET MANAGEMENT CO INC
$608M
Top holdings
1
DIMENSIONAL ETF TRUST
$350M
2
NVIDIA CORPORATION
$86.2M
3
ISHARES TR
$36.5M
NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
$608M
Top holdings
1
ISHARES TR
$44.7M
2
NVIDIA CORPORATION
$41.9M
3
VANGUARD INDEX FDS
$27M
K.J. HARRISON & PARTNERS INC
$608M
Top holdings
1
APPLE INC
$43.3M
2
BERKSHIRE HATHAWAY INC DEL
$25.3M
3
SPROTT ASSET MANAGEMENT LP
$23.2M
MYDA ADVISORS LLC
$608M
Top holdings
1
ISHARES TR
$85.5M
2
INVESCO QQQ TR
$63.5M
3
STATE STR SPDR DOW JONES IND
$39.4M
MONTECITO BANK & TRUST
$607M
Top holdings
1
ISHARES TR
$219M
2
NVIDIA CORPORATION
$29.3M
3
VANGUARD SCOTTSDALE FDS
$27.1M
EVEREST FINANCIAL GROUP LLC
$607M
Top holdings
1
ALPHABET INC
$35M
2
SCHWAB STRATEGIC TR
$34.2M
3
AMAZON COM INC
$30.8M
ALTIORA FINANCIAL GROUP, LLC
$607M
Top holdings
1
DIMENSIONAL ETF TRUST
$304M
2
ISHARES TR
$48.5M
3
SIMPLIFY EXCHANGE TRADED FUN
$45.1M
SMI ADVISORY SERVICES, LLC
$607M
Top holdings
1
ETF OPPORTUNITIES TRUST
$271M
2
ISHARES TR
$77M
3
SPDR GOLD TR
$49.6M
