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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
SAGE INVESTMENT ADVISERS LLC
$135M
Top holdings
1
VANGUARD INDEX FDS
$19.8M
2
ISHARES TR
$14.9M
3
VANGUARD BD INDEX FDS
$7.97M
MENDOTA FINANCIAL GROUP, LLC
$135M
Top holdings
1
DIMENSIONAL ETF TRUST
$44.4M
2
ISHARES TR
$32.5M
3
AMERICAN CENTY ETF TR
$21.1M
ALAMEA VERWALTUNGS GMBH
$135M
Top holdings
1
SPDR GOLD TR
$56.4M
2
GENEDX HOLDINGS CORP
$11.9M
3
FIDELITY WISE ORIGIN BITCOIN
$6.95M
ISABELLA CAPITAL MANAGEMENT LLP
$135M
Top holdings
1
ISHARES TR
$53.7M
2
ALIBABA GROUP HLDG LTD
$38.2M
3
STRATEGY INC
$30.3M
B GROUP, INC.
$135M
Top holdings
1
ADMA BIOLOGICS INC
$28.9M
2
PALISADE BIO INC
$20M
3
PRAXIS PRECISION MEDICINES I
$10.7M
UNIVERSITY OF PITTSBURGH - OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION
$135M
Top holdings
1
ISHARES INC
$135M
CANNON ADVISORS, INC.
$135M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$8.94M
2
INVESCO QQQ TR
$8.84M
3
ISHARES TR
$8M
ENHANCING CAPITAL LLC
$135M
Top holdings
1
MICROSOFT CORP
$9.29M
2
ELI LILLY & CO
$7.63M
3
NVIDIA CORPORATION
$7.4M
FEDENIA ADVISERS LLC
$135M
Top holdings
1
ISHARES TR
$70.2M
2
VANGUARD INDEX FDS
$8.86M
3
APPLE INC
$4.87M
GENERAL EQUITY HOLDINGS LP
$135M
Top holdings
1
CARVANA CO
$78.2M
2
APPLOVIN CORP
$14.2M
3
SEA LTD
$12.2M
HOESE & CO LLP
$135M
Top holdings
1
ISHARES TR
$69.8M
2
INVESCO EXCHANGE TRADED FD T
$12.6M
3
BLACKROCK ETF TRUST
$8.87M
SENESCHAL ADVISORS, LLC
$135M
Top holdings
1
DIMENSIONAL ETF TRUST
$40.8M
2
VANGUARD BD INDEX FDS
$31.2M
3
VANGUARD INDEX FDS
$25.1M
SABER CAPITAL MANAGMENT, LLC
$135M
Top holdings
1
NATURAL RESOURCE PARTNERS LP
$25.3M
2
PITNEY BOWES INC
$12.7M
3
FIRST CTZNS BANCSHARES INC D
$11.8M
JOEL ADAMS & ASSOCIATES, INC.
$135M
Top holdings
1
ISHARES TR
$50.5M
2
VANGUARD INDEX FDS
$23.6M
3
VANGUARD WORLD FD
$11.7M
SOMERSET GROUP LLC
$135M
Top holdings
1
ISHARES TR
$13.7M
2
C H ROBINSON WORLDWIDE IN
$13M
3
INVESCO QQQ TR
$10.6M
TSAI CAPITAL CORP
$134M
Top holdings
1
TESLA INC
$26.3M
2
QXO INC
$25.3M
3
APPLE INC
$12.4M
AVANTRA FAMILY WEALTH, INC.
$134M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$14.5M
2
ISHARES TR
$13.3M
3
APPLE INC
$7.6M
HARPSWELL CAPITAL ADVISORS, LLC
$134M
Top holdings
1
VANGUARD WORLD FD
$58.8M
2
VANGUARD BD INDEX FDS
$22.3M
3
ISHARES TR
$16.9M
SPEAR ADVISORS LLC
$134M
Top holdings
1
COHERENT CORP
$12.3M
2
KARMAN HLDGS INC
$10.2M
3
KLA CORP
$10.1M
PEKAO TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.
$134M
Top holdings
1
CHEVRON CORPORATION
$11.1M
2
EXXON MOBIL CORP
$10.8M
3
EOG RES INC
$8.51M
