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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
SANOFI
$336M
Top holdings
1
MEIRAGTX HLDGS PLC
$106M
2
INHIBRX BIOSCIENCES INC
$77.8M
3
NOVAVAX INC
$56M
HAVERFORD FINANCIAL SERVICES, INC.
$336M
Top holdings
1
APPLE INC
$22.3M
2
MICROSOFT CORP
$18.7M
3
NVIDIA CORPORATION
$17.2M
KOOMAN & ASSOCIATES
$335M
Top holdings
1
DIMENSIONAL ETF TRUST
$277M
2
ISHARES TR
$29.7M
3
PIMCO ETF TR
$8.15M
HUDSON VALUE PARTNERS, LLC
$335M
Top holdings
1
ALPHABET INC
$28.9M
2
BERKSHIRE HATHAWAY INC DEL
$22M
3
APPLE INC
$16.1M
LIFEWEALTH INVESTMENTS, LLC
$335M
Top holdings
1
ISHARES TR
$107M
2
CAPITOL SER TR
$19.1M
3
FIRST TR EXCHNG TRADED FD VI
$19.1M
PASSIVE CAPITAL MANAGEMENT, LLC.
$335M
Top holdings
1
DIMENSIONAL ETF TRUST
$107M
2
SCHWAB STRATEGIC TR
$61.5M
3
AMERICAN CENTY ETF TR
$57.2M
VSM WEALTH ADVISORY, LLC
$335M
Top holdings
1
VANGUARD INDEX FDS
$129M
2
SCHWAB STRATEGIC TR
$31M
3
DIMENSIONAL ETF TRUST
$30.6M
RED WAVE INVESTMENTS LLC
$335M
Top holdings
1
VANGUARD INDEX FDS
$89.9M
2
ISHARES TR
$40.2M
3
VANGUARD BD INDEX FDS
$38.5M
PRIVATE CLIENT SERVICES, LLC
$334M
Top holdings
1
ISHARES TR
$104M
2
VANGUARD INDEX FDS
$19.7M
3
VANGUARD INTL EQUITY INDEX F
$10.6M
PARUS FINANCE UK LTD
$334M
Top holdings
1
ALPHABET INC
$41M
2
NVIDIA CORPORATION
$39.2M
3
META PLATFORMS INC
$29.4M
HOBBS GROUP ADVISORS, LLC
$334M
Top holdings
1
EA SERIES TRUST
$73.1M
2
SPDR SERIES TRUST
$39.1M
3
SPDR INDEX SHS FDS
$26.9M
BARON WEALTH MANAGEMENT LLC
$334M
Top holdings
1
ISHARES TR
$83.2M
2
FRANKLIN TEMPLETON ETF TR
$29.4M
3
MFS ACTIVE EXCHANGE TRADED F
$29M
MONTANARO ASSET MANAGEMENT LTD
$334M
Top holdings
1
NOVA LTD
$20.9M
2
BIO-TECHNE CORP
$17.8M
3
BALCHEM CORP
$16.7M
PINE HARBOR WEALTH MANAGEMENT, LLC
$334M
Top holdings
1
DIMENSIONAL ETF TRUST
$98.5M
2
PGIM ETF TR
$71.8M
3
AMERICAN CENTY ETF TR
$29.5M
CLARIS ADVISORS, LLC MO
$334M
Top holdings
1
DIMENSIONAL ETF TRUST
$237M
2
EA SERIES TRUST
$31M
3
AMERICAN CENTY ETF TR
$24.8M
MARTIN INVESTMENT MANAGEMENT, LLC
$334M
Top holdings
1
ASTRAZENECA PLC
$27.6M
2
NOVARTIS AG
$24.8M
3
TOYOTA MOTOR CORP
$21M
SANDY COVE ADVISORS, LLC
$334M
Top holdings
1
ISHARES TR
$77.7M
2
VANGUARD INDEX FDS
$74.9M
3
VANGUARD INTL EQUITY INDEX F
$21.3M
PRUDENT MAN ADVISORS, LLC
$334M
Top holdings
1
VANGUARD INDEX FDS
$44.1M
2
VANGUARD BD INDEX FDS
$32.5M
3
ISHARES TR
$31.9M
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
$334M
Top holdings
1
ISHARES TR
$231M
2
SCHWAB STRATEGIC TR
$65.8M
3
VANGUARD INDEX FDS
$8.91M
ATLAS WEALTH LLC
$334M
Top holdings
1
U.S. BANCORP PFD B
$26.3M
2
APPLE INC
$19.8M
3
VICTORY PORTFOLIOS II
$19.3M
