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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
KENTUCKY FARM BUREAU MUTUAL INSURANCE CO
$329M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$70.9M
2
MICROSOFT CORP
$14.6M
3
APPLE INC
$13.6M
CLIENT 1ST ADVISORY GROUP, LLC
$329M
Top holdings
1
DIMENSIONAL ETF TRUST
$104M
2
ISHARES TR
$86.6M
3
SPDR SERIES TRUST
$46.5M
BCS PRIVATE WEALTH MANAGEMENT, INC.
$329M
Top holdings
1
ISHARES TR
$41.1M
2
2023 ETF SERIES TRUST
$40.5M
3
BERKSHIRE HATHAWAY INC DEL
$12.4M
SENSIBLE MONEY, LLC
$329M
Top holdings
1
DIMENSIONAL ETF TRUST
$272M
2
SCHWAB STRATEGIC TR
$8.77M
3
ISHARES TR
$8.53M
GRAYBILL WEALTH MANAGEMENT, LTD.
$328M
Top holdings
1
ISHARES TR
$33.4M
2
ALPHABET INC
$15.2M
3
APPLE INC
$14M
CJM WEALTH ADVISERS, LTD.
$328M
Top holdings
1
VANGUARD INDEX FDS
$125M
2
ISHARES TR
$71.4M
3
INVESCO QQQ TR
$51M
FERGUSON SHAPIRO LLC
$328M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$61.3M
2
FIRST TR EXCHANGE-TRADED FD
$52.8M
3
TIDAL TRUST II
$47.4M
METROPOLITAN LIFE INSURANCE CO
$328M
Top holdings
1
ISHARES TR
$142M
2
STATE STR SPDR S&P 500 ETF T
$121M
3
VANGUARD BD INDEX FDS
$41.2M
B.O.S.S. RETIREMENT ADVISORS, LLC
$328M
Top holdings
1
SPDR SERIES TRUST
$70M
2
ISHARES TR
$42.5M
3
VANGUARD INDEX FDS
$22.1M
KING STREET CAPITAL MANAGEMENT, L.P.
$328M
Top holdings
1
SURGERY PARTNERS INC
$122M
2
BOEING CO
$51.4M
3
BLACKSTONE SECD LENDING FD
$29.6M
BASTION ASSET MANAGEMENT INC.
$328M
Top holdings
1
VIATRIS INC
$21M
2
GENUINE PARTS CO
$17M
3
ANGIODYNAMICS INC
$14.1M
YOUR ADVOCATES LTD., LLP
$328M
Top holdings
1
DIMENSIONAL ETF TRUST
$176M
2
SCHWAB STRATEGIC TR
$74.7M
3
SPDR SERIES TRUST
$23.1M
AFT, FORSYTH & SOBER, LLC
$328M
Top holdings
1
INVESCO QQQ TR
$38.7M
2
NVIDIA CORPORATION
$33.3M
3
STATE STR SPDR S&P 500 ETF T
$32.1M
WEALTHBRIDGE INVESTMENT COUNSEL INC.
$328M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$55.2M
2
GOLDMAN SACHS GROUP INC
$17.6M
3
JPMORGAN CHASE & CO
$17.1M
SAVA PENZISKO DRUSHTVO A.D. SKOPJE
$327M
Top holdings
1
ISHARES TR
$93.3M
2
ISHARES INC
$36.5M
3
SELECT SECTOR SPDR TR
$31.5M
STILES FINANCIAL SERVICES INC
$327M
Top holdings
1
NVIDIA CORPORATION
$28.1M
2
ALPHABET INC
$14.9M
3
LAM RESEARCH CORP
$10.9M
HARMONY ASSET MANAGEMENT LLC
$327M
Top holdings
1
ISHARES TR
$24.1M
2
CBOE GLOBAL MKTS INC
$20.8M
3
NVIDIA CORPORATION
$18.6M
MENLO VENTURES MANAGEMENT, L.P.
$327M
Top holdings
1
CHIME FINL INC
$327M
2
BRAZE INC
$132k
3
SENTI BIOSCIENCES INC
$29k
ASPEN INVESTMENT MANAGEMENT INC
$327M
Top holdings
1
ISHARES TR
$50.4M
2
STATE STR SPDR S&P 500 ETF T
$23.4M
3
INVESCO EXCHANGE TRADED FD T
$13.1M
JCIC ASSET MANAGEMENT INC.
$326M
Top holdings
1
ALPHABET INC
$20.1M
2
JPMORGAN CHASE & CO
$18.9M
3
APPLE INC
$17.9M
