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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
25 LLC
$324M
Top holdings
1
VANGUARD INDEX FDS
$97M
2
DIMENSIONAL ETF TRUST
$60.7M
3
VANGUARD SCOTTSDALE FDS
$56.6M
ONE ADVISORY PARTNERS, LLC
$324M
Top holdings
1
ISHARES TR
$179M
2
BLACKROCK ETF TRUST
$61.6M
3
LOAR HOLDINGS INC
$16.8M
GREY ROCK ENERGY MANAGEMENT, LLC
$324M
Top holdings
1
GRANITE RIDGE RESOURCES INC
$324M
INDIANA TRUST & INVESTMENT MANAGEMENT CO
$324M
Top holdings
1
ISHARES TR
$40.6M
2
NVIDIA CORPORATION
$31.8M
3
STATE STR SPDR S&P 500 ETF T
$26.9M
QUANTUM PRIVATE WEALTH, LLC
$324M
Top holdings
1
APPLE INC
$26.9M
2
META PLATFORMS INC
$26.1M
3
AMAZON COM INC
$26.1M
CHERRYDALE WEALTH MANAGEMENT, LLC
$324M
Top holdings
1
VANGUARD INDEX FDS
$97.4M
2
DIMENSIONAL ETF TRUST
$78.4M
3
ISHARES TR
$44.1M
FOCUSED ALPHA, LLC
$324M
Top holdings
1
ISHARES TR
$38.2M
2
VANGUARD INDEX FDS
$26.2M
3
FEDERATED HERMES ETF TRUST
$14.8M
AIMZ INVESTMENT ADVISORS, LLC
$324M
Top holdings
1
ALPHABET INC
$23.6M
2
APPLE INC
$23M
3
META PLATFORMS INC
$14.3M
SHAYNE & JACOBS, LLC
$324M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$93.7M
2
HCA HEALTHCARE INC
$43.3M
3
VANGUARD INDEX FDS
$17.5M
BANK OF STOCKTON
$323M
Top holdings
1
ISHARES TR
$140M
2
APPLE INC
$11M
3
ALPHABET INC
$9.45M
UNIVERSITY OF CHICAGO
$323M
Top holdings
1
SELECT SECTOR SPDR TR
$233M
2
VANGUARD INTL EQUITY INDEX F
$38.8M
3
VANGUARD INDEX FDS
$30.2M
BAYBERRY CAPITAL PARTNERS LP
$323M
Top holdings
1
LIONSGATE STUDIOS CORP
$27.1M
2
CONSTELLIUM SE
$21.5M
3
SENSIENT TECHNOLOGIES CORP
$20.7M
WEALTH ADVISORS OF IOWA, LLC
$323M
Top holdings
1
ISHARES TR
$69.6M
2
SPDR SERIES TRUST
$63M
3
J P MORGAN EXCHANGE TRADED F
$37.8M
COMMONWEALTH RETIREMENT INVESTMENTS LLC
$323M
Top holdings
1
ISHARES TR
$29.5M
2
BROADCOM INC
$19.7M
3
EXXON MOBIL CORP
$13.3M
GOLD INVESTMENT MANAGEMENT LTD.
$323M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$13.7M
2
TORONTO DOMINION BK ONT
$11.1M
3
APPLIED MATLS INC
$10.6M
TIKVAH MANAGEMENT LLC
$323M
Top holdings
1
ALPHABET INC
$77.6M
2
AMAZON COM INC
$61.6M
3
RESOLUTE HLDGS MGMT INC
$31.9M
DORVAL CORP
$322M
Top holdings
1
ISHARES TR
$78.4M
2
SPDR SERIES TRUST
$58.3M
3
VANGUARD INTL EQUITY INDEX F
$33.4M
BLUESCAPE ENERGY PARTNERS LLC
$322M
Top holdings
1
EVERGY INC
$218M
2
NRG ENERGY INC
$50M
3
RILEY EXPLORATION PERMIAN IN
$36.1M
WHELAN FINANCIAL
$322M
Top holdings
1
VANGUARD INDEX FDS
$74.3M
2
SCHWAB STRATEGIC TR
$57.6M
3
INVESCO EXCH TRADED FD TR II
$50.6M
BALANCE WEALTH, LLC
$322M
Top holdings
1
ISHARES TR
$49M
2
VANGUARD INDEX FDS
$35M
3
INVESCO QQQ TR
$28.8M
