Trending
Tree map
Stacked
Scatter
Network
Map
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
NALANDA INDIA EQUITY FUND LTD
$510M
Top holdings
1
GENPACT LIMITED
$510M
JSF FINANCIAL, LLC
$510M
Top holdings
1
ISHARES TR
$179M
2
AMERICAN CENTY ETF TR
$61.5M
3
CAPITAL GROUP GROWTH ETF
$42.8M
BETTERWEALTH, LLC
$510M
Top holdings
1
DIMENSIONAL ETF TRUST
$204M
2
VANGUARD BD INDEX FDS
$59.6M
3
VANGUARD INSTL INDEX FD
$49.6M
PALOMA PARTNERS MANAGEMENT CO
$510M
Top holdings
1
ISHARES TR
$66.9M
2
CHARTER COMMUNICATIONS INC
$65.5M
3
ALIBABA GROUP HLDG LTD
$48.7M
PRESTIGE WEALTH MANAGEMENT GROUP LLC
$509M
Top holdings
1
WISDOMTREE TR
$103M
2
ISHARES TR
$65.2M
3
SELECT SECTOR SPDR TR
$52.8M
HIGH NOTE WEALTH, LLC
$509M
Top holdings
1
ISHARES TR
$144M
2
SELECT SECTOR SPDR TR
$54.4M
3
SCHWAB STRATEGIC TR
$29.9M
HOBART PRIVATE CAPITAL, LLC
$509M
Top holdings
1
SPDR SERIES TRUST
$92.4M
2
FIRST TR EXCHANGE TRADED FD
$65.5M
3
FIRST TR EXCHANGE-TRADED FD
$62.5M
MAGNOLIA CAPITAL ADVISORS LLC
$509M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$68.6M
2
ISHARES TR
$50.8M
3
VANGUARD INDEX FDS
$49.8M
OASIS ADVISORS, LLC
$509M
Top holdings
1
ISHARES TR
$30.4M
2
INVESCO EXCHANGE TRADED FD T
$27.9M
3
APPLE INC
$24.8M
MACHINA CAPITAL S.A.S.
$508M
Top holdings
1
VISTRA CORP
$11.4M
2
OTIS WORLDWIDE CORP
$7.49M
3
TJX COS INC NEW
$6.84M
WEALTH DIMENSIONS GROUP, LTD.
$508M
Top holdings
1
DIMENSIONAL ETF TRUST
$121M
2
VANGUARD SCOTTSDALE FDS
$109M
3
ISHARES TR
$54.7M
MFA WEALTH ADVISORS, LLC
$508M
Top holdings
1
ISHARES TR
$98.2M
2
SCHWAB STRATEGIC TR
$64.9M
3
VANGUARD BD INDEX FDS
$47.5M
ORG WEALTH PARTNERS, LLC
$508M
Top holdings
1
CORE SCIENTIFIC INC NEW
$144M
2
VOX ROYALTY CORP
$61.2M
3
BERKSHIRE HATHAWAY INC DEL
$29.5M
BRICKTOWN CAPITAL, LLC
$508M
Top holdings
1
ISHARES TR
$397M
2
SPDR SERIES TRUST
$45.2M
3
VANGUARD INDEX FDS
$22.1M
MALTESE CAPITAL MANAGEMENT LLC
$508M
Top holdings
1
SOUTHSTATE BK CORP
$18.5M
2
FIRST FNDTN INC
$13.1M
3
CNB FINL CORP PA
$13M
WESCAP MANAGEMENT GROUP, INC.
$508M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$65M
2
VANGUARD SCOTTSDALE FDS
$56.3M
3
ISHARES TR
$53.5M
BCM ADVISORS, LLC
$507M
Top holdings
1
VANGUARD BD INDEX FDS
$96.8M
2
SPDR GOLD TR
$80.1M
3
DIMENSIONAL ETF TRUST
$63.2M
REAP FINANCIAL GROUP, LLC
$507M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$167M
2
VANGUARD INDEX FDS
$119M
3
AMERICAN CENTY ETF TR
$65.8M
SPIRIT OF AMERICA MANAGEMENT CORP
$507M
Top holdings
1
NVIDIA CORPORATION
$28.3M
2
ALPHABET INC
$13.8M
3
VALERO ENERGY CORP
$11.3M
MOLLER WEALTH PARTNERS
$507M
Top holdings
1
SCHWAB STRATEGIC TR
$108M
2
VANGUARD INDEX FDS
$82M
3
VANGUARD INTL EQUITY INDEX F
$66.7M
