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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
PAX FINANCIAL GROUP, LLC
$586M
Top holdings
1
ISHARES TR
$226M
2
BLACKROCK ETF TRUST
$64.1M
3
NORTHERN LTS FD TR IV
$46.7M
GARDEN INVESTMENT MANAGEMENT, L.P.
$586M
Top holdings
1
MIDDLEBY CORP
$448M
2
FORTUNE BRANDS INNOVATIONS I
$137M
TALOS ASSET MANAGEMENT LP
$585M
Top holdings
1
WESTERN DIGITAL CORP
$47M
2
ASML HLDG NV
$41.4M
3
KEYSIGHT TECHNOLOGIES INC
$36.9M
CAPITAL MANAGEMENT CORP
$585M
Top holdings
1
INTERDIGITAL INC
$34.1M
2
PITNEY BOWES INC
$29.7M
3
GRAY MEDIA INC
$26.9M
RETIREMENT INCOME SOLUTIONS, INC
$585M
Top holdings
1
SPDR SERIES TRUST
$203M
2
ISHARES TR
$114M
3
STATE STR SPDR S&P 500 ETF T
$45.4M
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD.
$585M
Top holdings
1
META PLATFORMS INC
$35M
2
NVIDIA CORPORATION
$28.7M
3
BROADCOM INC
$27.3M
HUNTLEIGH ADVISORS, INC.
$585M
Top holdings
1
NVIDIA CORPORATION
$62.2M
2
APPLE INC
$26.9M
3
ALPHABET INC
$20.9M
EDGE WEALTH MANAGEMENT LLC
$585M
Top holdings
1
ISHARES TR
$63.3M
2
SIMPLIFY EXCHANGE TRADED FUN
$53M
3
ALPHABET INC
$46.6M
GENWEALTH GROUP, INC.
$584M
Top holdings
1
ISHARES TR
$214M
2
VANGUARD INDEX FDS
$83.3M
3
SCHWAB STRATEGIC TR
$59.9M
KTF INVESTMENTS, LLC
$584M
Top holdings
1
TESLA INC
$60.1M
2
ALPHABET INC
$38.6M
3
BROADCOM INC
$38.2M
ARCADIA INVESTMENT MANAGEMENT CORP
$584M
Top holdings
1
BROADCOM INC
$40.9M
2
ALPHABET INC
$36.5M
3
NVIDIA CORPORATION
$30.8M
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
$584M
Top holdings
1
AMPHENOL CORP
$47M
2
AMETEK INC
$38.6M
3
DANAHER CORP DEL
$23.9M
SKY INVESTMENT GROUP LLC
$583M
Top holdings
1
NVIDIA CORPORATION
$48.8M
2
ALPHABET INC
$39M
3
MICROSOFT CORP
$31M
DIVERSIFIED MANAGEMENT INC
$583M
Top holdings
1
ISHARES TR
$79.4M
2
VANGUARD INDEX FDS
$45.5M
3
ROCKWELL AUTOMATION INC
$43.1M
BRICKLEY WEALTH MANAGEMENT
$583M
Top holdings
1
VANGUARD INDEX FDS
$254M
2
ISHARES TR
$114M
3
APPLE INC
$97.1M
CMH WEALTH MANAGEMENT LLC
$583M
Top holdings
1
SELECT SECTOR SPDR TR
$40.8M
2
VANGUARD WORLD FD
$40.4M
3
ISHARES TR
$37.2M
IPG INVESTMENT ADVISORS LLC
$582M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$47.3M
2
ISHARES TR
$45.6M
3
NVIDIA CORPORATION
$34.6M
GOODMAN FINANCIAL CORP
$582M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$66.4M
2
NEXTPOWER INC
$29.9M
3
PLAINS GP HLDGS L P
$19.9M
D L CARLSON INVESTMENT GROUP INC
$582M
Top holdings
1
ISHARES TR
$115M
2
SCHWAB STRATEGIC TR
$67.2M
3
AMERICAN CENTY ETF TR
$28.7M
TENSOR EDGE CAPITAL, LLC
$582M
Top holdings
1
MICRON TECHNOLOGY INC
$78.8M
2
INTEL CORP
$65.1M
3
TERADYNE INC
$52.6M
