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
LAURA & JOHN ARNOLD FOUNDATION
$430M
Top holdings
1
SELECT SECTOR SPDR TR
$193M
2
ISHARES TR
$118M
3
ALPHABET INC
$93.2M
ASHFORD ADVISORS, LLC
$429M
Top holdings
1
ISHARES TR
$261M
2
SCHWAB STRATEGIC TR
$99.2M
3
VANGUARD INDEX FDS
$51.7M
BROADLEAF PARTNERS, LLC
$429M
Top holdings
1
SCHWAB STRATEGIC TR
$41.9M
2
NVIDIA CORPORATION
$31.7M
3
ALPHABET INC
$23.7M
HIGH NET WORTH ADVISORY GROUP LLC
$429M
Top holdings
1
ISHARES TR
$53.4M
2
VANGUARD INDEX FDS
$51M
3
VANGUARD WHITEHALL FDS
$25.8M
WHITCOMB & HESS, INC.
$429M
Top holdings
1
SPDR SERIES TRUST
$107M
2
ISHARES TR
$52M
3
VANGUARD TAX-MANAGED FDS
$49.9M
PINION INVESTMENT ADVISORS, LLC
$428M
Top holdings
1
VANGUARD INDEX FDS
$103M
2
ISHARES TR
$88.5M
3
SPDR SERIES TRUST
$19.3M
CROWS NEST HOLDINGS LP
$428M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$76M
2
ENSIGN GROUP INC
$62M
3
AMAZON COM INC
$56.2M
GENWORTH FINANCIAL INC
$428M
Top holdings
1
ISHARES TR
$393M
2
INVESCO EXCH TRADED FD TR II
$34.9M
NAVIGATION GROUP, LLC
$427M
Top holdings
1
SPDR SERIES TRUST
$106M
2
VANGUARD INDEX FDS
$45.8M
3
ISHARES TR
$29.1M
OAK HARBOR WEALTH PARTNERS, LLC
$427M
Top holdings
1
ISHARES TR
$59.5M
2
VANGUARD INDEX FDS
$55.2M
3
DIMENSIONAL ETF TRUST
$15M
GRANDEUR PEAK GLOBAL ADVISORS, LLC
$427M
Top holdings
1
MAREX GROUP PLC
$59.1M
2
MONOLITHIC PWR SYS INC
$56.3M
3
BBB FOODS INC
$36.4M
BRAVE ASSET MANAGEMENT INC
$427M
Top holdings
1
ISHARES TR
$98.5M
2
SELECT SECTOR SPDR TR
$66.6M
3
STATE STR SPDR S&P 500 ETF T
$24.2M
PAULSON WEALTH MANAGEMENT INC.
$427M
Top holdings
1
ISHARES TR
$217M
2
APPLE INC
$24.2M
3
SPDR SERIES TRUST
$23.6M
HUNTER PERKINS CAPITAL MANAGEMENT, LLC
$427M
Top holdings
1
CASEYS GEN STORES INC
$25.7M
2
EQUITY LIFESTYLE PROPERTIES
$24.5M
3
BERKSHIRE HATHAWAY INC DEL
$24.3M
WARTHER PRIVATE WEALTH, LLC
$427M
Top holdings
1
UNITEDHEALTH GROUP INC
$31.9M
2
ALIBABA GROUP HLDG LTD
$30.4M
3
EXXON MOBIL CORP
$29.7M
PARADIGM ASSET MANAGEMENT CO LLC
$426M
Top holdings
1
ALPHABET INC
$10.6M
2
JPMORGAN CHASE & CO
$8.65M
3
NVIDIA CORPORATION
$6.52M
PLAN GROUP FINANCIAL, LLC
$426M
Top holdings
1
ISHARES TR
$62.5M
2
J P MORGAN EXCHANGE TRADED F
$26.1M
3
PACER FDS TR
$24.6M
IPSWICH INVESTMENT MANAGEMENT CO., INC.
$426M
Top holdings
1
ISHARES TR
$26.3M
2
MICROSOFT CORP
$22.8M
3
APPLE INC
$21.3M
BATTERY MANAGEMENT CORP.
$426M
Top holdings
1
SERVICETITAN INC
$209M
2
BRAZE INC
$109M
3
KODIAK AI INC.
$78.8M
EVERGREEN ADVISORS, LLC
$426M
Top holdings
1
SCHWAB STRATEGIC TR
$267M
2
VANGUARD SCOTTSDALE FDS
$118M
3
ISHARES TR
$24.9M
