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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
ALTMAN ADVISORS, INC.
$241M
Top holdings
1
ISHARES TR
$27.3M
2
NVIDIA CORPORATION
$11.1M
3
ALPHABET INC
$9.71M
PACES FERRY WEALTH ADVISORS, LLC
$241M
Top holdings
1
SCHWAB STRATEGIC TR
$49.3M
2
ISHARES TR
$29.8M
3
HARBOR ETF TRUST
$16.8M
CONTINUUM WEALTH ADVISORS, LLC
$241M
Top holdings
1
EA SERIES TRUST
$54M
2
ISHARES TR
$36.6M
3
AMERICAN CENTY ETF TR
$29.1M
SHERBORNE INVESTORS MANAGEMENT LP
$241M
Top holdings
1
NAVIENT CORPORATION
$241M
ONYX FINANCIAL ADVISORS, LLC
$241M
Top holdings
1
DIMENSIONAL ETF TRUST
$230M
2
GLACIER BANCORP INC NEW
$3.61M
3
MICROSOFT CORP
$2.67M
RAKUTEN SECURITIES, INC.
$241M
Top holdings
1
NVIDIA CORPORATION
$22.6M
2
MICRON TECHNOLOGY INC
$16.3M
3
PALANTIR TECHNOLOGIES INC
$12.6M
MBE WEALTH MANAGEMENT, LLC
$241M
Top holdings
1
ETF SER SOLUTIONS
$49.2M
2
INVESCO QQQ TR
$28.3M
3
SPDR SERIES TRUST
$27.5M
GHE, LLC
$241M
Top holdings
1
NVIDIA CORPORATION
$130M
2
PIMCO CORPORATE & INCM STRG
$7.73M
3
MARATHON PETE CORP
$6.96M
DAILY JOURNAL CORP
$241M
Top holdings
1
WELLS FARGO & CO
$112M
2
BANK AMERICA CORP
$97.5M
3
ALIBABA GROUP HLDG LTD
$24.5M
FORONJY FINANCIAL LLC
$241M
Top holdings
1
SELECT SECTOR SPDR TR
$56.7M
2
ISHARES TR
$54.3M
3
INVESCO EXCH TRD SLF IDX FD
$30.9M
ADVISORTRUST PARTNERS, LLC
$240M
Top holdings
1
ISHARES TR
$32M
2
INVESCO QQQ TR
$14.8M
3
INVESCO ACTVELY MNGD ETC FD
$12.4M
RED TORTOISE LLC
$240M
Top holdings
1
SCHWAB STRATEGIC TR
$97.2M
2
ISHARES TR
$58M
3
VANGUARD SCOTTSDALE FDS
$10.9M
CAROLINA WEALTH ADVISORS, LLC
$240M
Top holdings
1
SCHWAB STRATEGIC TR
$38.2M
2
BNY MELLON ETF TRUST
$26.8M
3
SPDR SERIES TRUST
$9.69M
HENGISTBURY INVESTMENT PARTNERS LLP
$240M
Top holdings
1
VISA INC
$150M
2
INTERACTIVE BROKERS GROUP IN
$70.5M
3
MASTERCARD INCORPORATED
$20M
QTR FAMILY WEALTH, LLC
$240M
Top holdings
1
ALPHABET INC
$12.7M
2
NVIDIA CORPORATION
$10M
3
APPLE INC
$8.74M
DMKC ADVISORY SERVICES, LLC
$240M
Top holdings
1
VANGUARD INDEX FDS
$20.2M
2
VANGUARD WORLD FD
$15.8M
3
SCHWAB STRATEGIC TR
$10.9M
BAY RIVERS GROUP
$240M
Top holdings
1
APPLE INC
$16.4M
2
VANGUARD INDEX FDS
$15.8M
3
NVIDIA CORPORATION
$15.4M
GROUPE BRUXELLES LAMBERT
$240M
Top holdings
1
CONCENTRIX CORP
$240M
MAINSAIL FINANCIAL GROUP, LLC
$240M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$43.4M
2
ISHARES TR
$28.7M
3
J P MORGAN EXCHANGE TRADED F
$26.2M
TTP INVESTMENTS, INC.
$240M
Top holdings
1
SPDR INDEX SHS FDS
$56.1M
2
SELECT SECTOR SPDR TR
$31.3M
3
APPLE INC
$26.4M
