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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
WEIL COMPANY, INC.
$445M
Top holdings
1
ISHARES TR
$51.5M
2
VANGUARD INDEX FDS
$37.9M
3
BLACKROCK ETF TRUST II
$31.8M
RIALTO WEALTH MANAGEMENT, LLC
$445M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$83.1M
2
ISHARES TR
$68.2M
3
VANGUARD INDEX FDS
$47.4M
MARATHON CAPITAL MANAGEMENT
$445M
Top holdings
1
PRICE T ROWE GROUP INC
$57.6M
2
SPDR SERIES TRUST
$17.9M
3
CORNING INC
$14.3M
NORTHSTAR ASSET MANAGEMENT CO LLC
$445M
Top holdings
1
VANGUARD INDEX FDS
$92.6M
2
VANGUARD WORLD FD
$90.5M
3
APPLE INC
$39.4M
BULLDOG INVESTORS, LLP
$445M
Top holdings
1
SRH TOTAL RETURN FUND INC
$22M
2
BNY MELLON STRATEGIC MUN BD
$20.3M
3
CENTRAL SECS CORP
$19.7M
BENIN MANAGEMENT CORP
$445M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$139M
2
APPLE INC
$39M
3
MICROSOFT CORP
$28.8M
MANDATUM LIFE INSURANCE CO LTD
$445M
Top holdings
1
ISHARES TR
$200M
2
VANGUARD INDEX FDS
$37.7M
3
ALPHABET INC
$13.3M
AMI INVESTMENT MANAGEMENT INC
$445M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$106M
2
VANGUARD WORLD FD
$56.4M
3
VANGUARD MALVERN FDS
$32.9M
J. DEREK LEWIS & ASSOCIATES INC.
$445M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$86.7M
2
CAPITAL GROUP CORE BALANCED
$42.6M
3
CAPITAL GROUP DIVIDEND VALUE
$32.1M
ABACUS FCF ADVISORS LLC
$444M
Top holdings
1
APPLE INC
$22.1M
2
NVIDIA CORPORATION
$21.8M
3
VERTIV HOLDINGS CO
$15.1M
COLLECTIVE FAMILY OFFICE LLC
$444M
Top holdings
1
DIMENSIONAL ETF TRUST
$73.4M
2
AMERICAN CENTY ETF TR
$64.2M
3
SCHWAB STRATEGIC TR
$60M
SAND GROVE CAPITAL MANAGEMENT LLP
$444M
Top holdings
1
WARNER BROS DISCOVERY INC
$39.7M
2
WEBSTER FINL CORP
$39.3M
3
TXNM ENERGY INC
$38.7M
WELCH CAPITAL PARTNERS LLC
$444M
Top holdings
1
VANGUARD INDEX FDS
$204M
2
STATE STR SPDR S&P 500 ETF T
$135M
3
ALPHABET INC
$27.3M
ASPIRE CAPITAL ADVISORS LLC
$444M
Top holdings
1
ISHARES TR
$61.3M
2
VANGUARD INDEX FDS
$53.4M
3
SCHWAB STRATEGIC TR
$35.9M
AUGUSTINE ASSET MANAGEMENT INC
$444M
Top holdings
1
APPLOVIN CORP
$106M
2
KODIAK GAS SVCS INC
$35.5M
3
APPLE INC
$35.2M
FERMATA ADVISORS, LLC
$444M
Top holdings
1
ISHARES TR
$42M
2
WISDOMTREE TR
$23.8M
3
J P MORGAN EXCHANGE TRADED F
$22.7M
FIRST WILSHIRE SECURITIES MANAGEMENT INC
$444M
Top holdings
1
ISHARES TR
$69.5M
2
LIBERTY GLOBAL LTD
$33.4M
3
ECOVYST INC
$28.3M
CENTURION WEALTH MANAGEMENT LLC
$444M
Top holdings
1
ISHARES TR
$80.3M
2
J P MORGAN EXCHANGE TRADED F
$37.8M
3
GOLDMAN SACHS ETF TR
$27.4M
TIFF ADVISORY SERVICES, LLC
$444M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$98.9M
2
SELECT SECTOR SPDR TR
$87.7M
3
VANGUARD SCOTTSDALE FDS
$44.5M
TOWNSQUARE CAPITAL LLC
$444M
Top holdings
1
APPLE INC
$25.4M
2
ADVISORS SER TR
$18.8M
3
NVIDIA CORPORATION
$17M
