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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
DAVIS WEALTH ADVISORS, LLC
$120M
Top holdings
1
ISHARES TR
$69.4M
2
BLACKROCK ETF TRUST
$15.4M
3
ISHARES INC
$8.52M
PROSPERITY ADVISERS, LLC
$120M
Top holdings
1
VANGUARD INDEX FDS
$58.9M
2
VANGUARD TAX-MANAGED FDS
$32.8M
3
VANGUARD INTL EQUITY INDEX F
$7.36M
MADSON WEALTH ADVISORS INC
$120M
Top holdings
1
ISHARES TR
$59.1M
2
VANGUARD WHITEHALL FDS
$8.54M
3
VANGUARD SPECIALIZED FUNDS
$8.44M
SANTA CLARA VALLEY TRANSPORTATION AUTHORITY
$120M
Top holdings
1
ISHARES TR
$76.2M
2
ISHARES INC
$44M
APPROACH RETIREMENT ADVISORS, LLC
$120M
Top holdings
1
DIMENSIONAL ETF TRUST
$58M
2
AMERICAN CENTY ETF TR
$20M
3
AFLAC INC
$11.7M
SKERRYVORE ASSET MANAGEMENT LTD
$120M
Top holdings
1
FRANCO NEV CORP
$45.8M
2
FOMENTO ECONOMICO MEXICANO S
$30.8M
3
COCA-COLA FEMSA SAB DE CV
$27.9M
TROUTMAN WEALTH MANAGEMENT, LLC
$120M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$26.8M
2
VANGUARD BD INDEX FDS
$15.9M
3
VANGUARD WHITEHALL FDS
$10.5M
SCIENTECH RESEARCH LLC
$120M
Top holdings
1
THEMES ETF TR
$2.34M
2
DIREXION SHARES ETF TRUST
$1.79M
3
APPLIED DIGITAL CORP
$1.63M
SJBENEN ADVISORY, LLC
$120M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$40.7M
2
ISHARES TR
$25.3M
3
ISHARES BITCOIN TRUST ETF
$11M
WINDSOR ADVISORY GROUP, LLC
$120M
Top holdings
1
WORTHINGTON ENTERPRISES INC
$24M
2
PAYCHEX INC
$19.5M
3
SCHWAB STRATEGIC TR
$12.7M
AIHC CAPITAL MANAGEMENT LTD
$120M
Top holdings
1
REVOLUTION MEDICINES INC
$80.6M
2
ORIC PHARMACEUTICALS INC
$31.2M
3
NOVABRIDGE BIOSCIENCES
$5.57M
AHARA ADVISORS LLC
$120M
Top holdings
1
ALPHABET INC
$19.5M
2
VANGUARD INDEX FDS
$16.7M
3
UBER TECHNOLOGIES INC
$6.9M
CM MANAGEMENT, LLC
$120M
Top holdings
1
ALICO INC
$8.25M
2
RIGEL PHARMACEUTICALS INC
$6.35M
3
ROYALTY PHARMA PLC
$6M
COMMONS CAPITAL, LLC
$120M
Top holdings
1
NVIDIA CORPORATION
$17.4M
2
ALPHABET INC
$10.4M
3
BROADCOM INC
$9.12M
YORKTOWN MANAGEMENT & RESEARCH CO INC
$120M
Top holdings
1
ISHARES TR
$5.63M
2
COMFORT SYS USA INC
$4.43M
3
IES HOLDINGS INC
$3.02M
INTEGRATED WEALTHCARE, LLC
$120M
Top holdings
1
VANGUARD INDEX FDS
$39.1M
2
VANGUARD TAX-MANAGED FDS
$17.2M
3
ISHARES TR
$10.1M
CLIO ASSET MANAGEMENT LLC
$119M
Top holdings
1
OREILLY AUTOMOTIVE INC
$18.3M
2
FERGUSON ENTERPRISES INC
$11.6M
3
PALVELLA THERAPEUTICS INC NE
$11.3M
LUBAR & CO., INC
$119M
Top holdings
1
HALLADOR ENERGY COMPANY
$88.8M
2
STAR GROUP LP
$15.9M
3
BERKSHIRE HATHAWAY INC DEL
$14.4M
COMMERCE ADVISORS, LLC
$119M
Top holdings
1
PACER FDS TR
$11.5M
2
EA SERIES TRUST
$11.4M
3
2023 ETF SERIES TRUST
$11.1M
SHEPHERD KAPLAN KROCHUK, LLC
$119M
Top holdings
1
ISHARES TR
$24.3M
2
VANGUARD INDEX FDS
$16.9M
3
VANECK ETF TRUST
$8.15M
