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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
OLD POINT TRUST & FINANCIAL SERVICES N A
$311M
Top holdings
1
EXXON MOBIL CORP
$13.7M
2
ISHARES TR
$12.4M
3
MICROSOFT CORP
$11.9M
BOOTHE INVESTMENT GROUP, INC.
$311M
Top holdings
1
SIMPLIFY EXCHANGE TRADED FUN
$52.6M
2
DOUBLELINE ETF TRUST
$31.1M
3
GLOBAL X FDS
$25.5M
TRADEWINDS, LLC.
$310M
Top holdings
1
NVIDIA CORPORATION
$22.3M
2
APPLE INC
$20.8M
3
ALPHABET INC
$19.7M
IRONBRIDGE PRIVATE WEALTH, LLC
$310M
Top holdings
1
NVIDIA CORPORATION
$94M
2
ISHARES TR
$23.8M
3
FIRST TR EXCHANGE-TRADED FD
$17.1M
REDWOOD GROVE CAPITAL, LLC
$310M
Top holdings
1
ELANCO ANIMAL HEALTH INC
$30.9M
2
ALPHABET INC
$23.4M
3
SHOALS TECHNOLOGIES GROUP IN
$20M
ATLE FUND MANAGEMENT AB
$310M
Top holdings
1
ELI LILLY & CO
$26.8M
2
MERCK & CO INC
$22.9M
3
THERMO FISHER SCIENTIFIC INC
$14.4M
CONSOLIDATED CAPITAL MANAGEMENT, LLC
$310M
Top holdings
1
ISHARES TR
$30.2M
2
SPDR SERIES TRUST
$18.1M
3
FIRST TR EXCHANGE-TRADED FD
$16.2M
IAT REINSURANCE CO LTD.
$310M
Top holdings
1
AMGEN INC
$32.5M
2
NAM TAI PPTY INC
$29.9M
3
NAM TAI G63907-10-2 PRIVATE
$27.6M
SEVEN POST INVESTMENT OFFICE LP
$310M
Top holdings
1
VANGUARD INDEX FDS
$91.4M
2
STATE STR SPDR S&P 500 ETF T
$45.4M
3
EQUITY RESIDENTIAL
$35.1M
TSA WEALTH MANAGMENT LLC
$309M
Top holdings
1
ISHARES TR
$131M
2
BLACKROCK ETF TRUST
$48.5M
3
SPDR SERIES TRUST
$30.4M
CLOVERFIELDS CAPITAL GROUP, LP
$309M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$10.6M
2
AMAZON COM INC
$7.99M
3
ALPHABET INC
$7.67M
ADVISOR RESOURCE COUNCIL
$309M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$102M
2
SPDR SERIES TRUST
$18.5M
3
SELECT SECTOR SPDR TR
$16.9M
PINES WEALTH MANAGEMENT, LLC
$309M
Top holdings
1
ISHARES TR
$61.9M
2
VANGUARD INSTL INDEX FD
$17.3M
3
VANGUARD BD INDEX FDS
$11.5M
ALTERI WEALTH LLC
$309M
Top holdings
1
APPLE INC
$19.1M
2
NVIDIA CORPORATION
$18.7M
3
ISHARES TR
$18.6M
FINANCIAL INSIGHTS, INC.
$309M
Top holdings
1
SPDR SERIES TRUST
$57.8M
2
SCHWAB STRATEGIC TR
$28.9M
3
VANGUARD INDEX FDS
$28.8M
CASTLE WEALTH MANAGEMENT LLC
$309M
Top holdings
1
ISHARES TR
$37.3M
2
INVESCO EXCH TRADED FD TR II
$30.5M
3
PUTNAM ETF TRUST
$19.7M
BELL & BROWN WEALTH ADVISORS, LLC
$308M
Top holdings
1
BROADCOM INC
$16.8M
2
ALPHABET INC
$16.4M
3
APPLE INC
$15.9M
GENERAL ELECTRIC CO
$308M
Top holdings
1
BETA TECHNOLOGIES INC
$299M
2
HYLIION HOLDINGS CORP
$9.68M
ELITE WEALTH MANAGEMENT, INC.
$308M
Top holdings
1
MICROSOFT CORP
$87.5M
2
NVIDIA CORPORATION
$35.4M
3
ALPHABET INC
$30M
ALFRETON CAPITAL LLP
$308M
Top holdings
1
VISA INC
$102M
2
CCC INTELLIGENT SOLUTIONS HL
$64.7M
3
VEEVA SYS INC
$52.7M
