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
PURE FINANCIAL ADVISORS, LLC
$6.97B
Top holdings
1
DIMENSIONAL ETF TRUST
$1.43B
2
ISHARES TR
$1.36B
3
STATE STR SPDR S&P 500 ETF T
$734M
DOUGLAS LANE & ASSOCIATES, LLC
$6.93B
Top holdings
1
ALPHABET INC
$274M
2
NVIDIA CORPORATION
$269M
3
JPMORGAN CHASE & CO
$175M
HM PAYSON & CO
$6.93B
Top holdings
1
ISHARES TR
$1.06B
2
ALPHABET INC
$446M
3
APPLE INC
$430M
EDMOND DE ROTHSCHILD HOLDING S.A.
$6.91B
Top holdings
1
ALPHABET INC
$324M
2
AKAMAI TECHNOLOGIES INC
$279M
3
NVIDIA CORPORATION
$227M
ASPEX MANAGEMENT HK LTD
$6.9B
Top holdings
1
SYNOPSYS INC
$1.06B
2
NVIDIA CORPORATION
$902M
3
FUTU HLDGS LTD
$625M
AIA GROUP LTD
$6.88B
Top holdings
1
ISHARES TR
$2.23B
2
GMO ETF TRUST
$499M
3
INVESCO QQQ TR
$478M
GROUPAMA ASSET MANAGMENT
$6.85B
Top holdings
1
NVIDIA CORPORATION
$408M
2
MICROSOFT CORP
$387M
3
APPLE INC
$311M
CAPITAL INVESTMENT ADVISORS, LLC
$6.84B
Top holdings
1
ISHARES TR
$2.07B
2
SELECT SECTOR SPDR TR
$522M
3
FIRST TR EXCHANGE-TRADED FD
$221M
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
$6.83B
Top holdings
1
VANGUARD INDEX FDS
$1.45B
2
ISHARES TR
$1.11B
3
SPDR SERIES TRUST
$814M
PRINCIPAL SECURITIES, INC.
$6.82B
Top holdings
1
ISHARES TR
$1.26B
2
PRINCIPAL EXCHANGE TRADED FD
$1.17B
3
GOLDMAN SACHS ETF TR
$319M
CANTOR FITZGERALD, L. P.
$6.78B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$2.28B
2
NVIDIA CORPORATION
$598M
3
ADVANCED MICRO DEVICES INC
$377M
CROSSMARK GLOBAL HOLDINGS, INC.
$6.77B
Top holdings
1
NVIDIA CORPORATION
$332M
2
APPLE INC
$315M
3
ALPHABET INC
$227M
JERICHO CAPITAL ASSET MANAGEMENT L.P.
$6.76B
Top holdings
1
F5 INC
$765M
2
APPLOVIN CORP
$668M
3
CIENA CORP
$643M
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
$6.75B
Top holdings
1
WELLTOWER INC
$594M
2
EQUINIX INC
$518M
3
PROLOGIS INC.
$289M
TOCQUEVILLE ASSET MANAGEMENT L.P.
$6.74B
Top holdings
1
ALPHABET INC
$327M
2
HOME DEPOT INC
$279M
3
NVIDIA CORPORATION
$205M
APELLA CAPITAL, LLC
$6.74B
Top holdings
1
DIMENSIONAL ETF TRUST
$2.66B
2
ISHARES TR
$721M
3
VANGUARD INDEX FDS
$523M
SLATE PATH CAPITAL LP
$6.73B
Top holdings
1
HEWLETT PACKARD ENTERPRISE C
$554M
2
TEXAS INSTRS INC
$518M
3
ON SEMICONDUCTOR CORP
$483M
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC
$6.73B
Top holdings
1
MERCK & CO INC
$95.2M
2
MICRON TECHNOLOGY INC
$92.3M
3
COSTCO WHOLESALE CORPORATION
$69.9M
BRIAR HALL MANAGEMENT LLC
$6.72B
Top holdings
1
ILLINOIS TOOL WKS INC
$6.72B
FLPUTNAM INVESTMENT MANAGEMENT CO
$6.71B
Top holdings
1
ISHARES TR
$1.97B
2
NVIDIA CORPORATION
$275M
3
ALPHABET INC
$257M
