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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
ONEASCENT INVESTMENT SOLUTIONS LLC
$100M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$26.6M
2
UNIFIED SER TR
$8.3M
3
NORTHERN LTS FD TR IV
$3.68M
PECK WEALTH MANAGEMENT, LLC
$99.7M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$15.4M
2
VANGUARD INDEX FDS
$9.79M
3
ISHARES TR
$8.42M
ASSET VALUE INVESTORS LTD
$99.6M
Top holdings
1
NEWS CORP NEW
$98.8M
2
NELNET INC
$821k
MICHAEL BRADY & CO., LLC
$99.5M
Top holdings
1
CAPITAL GROUP GROWTH ETF
$14.8M
2
CAPITAL GROUP DIVIDEND VALUE
$14.7M
3
CAPITAL GROUP CORE EQUITY ET
$11.3M
BANTA ASSET MANAGEMENT LP
$99.5M
Top holdings
1
INVESCO QQQ TR
$28.1M
2
INVESCO EXCH TRD SLF IDX FD
$26.4M
3
VANGUARD INDEX FDS
$25M
LIONSBRIDGE WEALTH MANAGEMENT LLC
$99.5M
Top holdings
1
SPDR SERIES TRUST
$13M
2
J P MORGAN EXCHANGE TRADED F
$12.6M
3
ISHARES TR
$8.26M
SAPPHIRE VENTURES, L.L.C.
$99.4M
Top holdings
1
NETSKOPE INC
$48.2M
2
BRAZE INC
$39.3M
3
KALTURA INC
$9.74M
CAPSTONE CAPITAL MANAGEMENT LTD
$99.3M
Top holdings
1
INTEL CORP
$18.7M
2
SYNOPSYS INC
$14.5M
3
TESLA INC
$5.21M
PUTNEY FINANCIAL GROUP LLC
$99.3M
Top holdings
1
APPLE INC
$21.4M
2
ALPHABET INC
$10.5M
3
AMAZON COM INC
$6.92M
TITIUN YEJIEL
$99.2M
Top holdings
1
APPLE INC
$8.15M
2
MICROSOFT CORP
$7.92M
3
BERKLEY W R CORP
$7.05M
SUSQUEHANNA CAPITAL MANAGEMENT, LLC
$99.2M
Top holdings
1
PAYONEER GLOBAL INC
$99.2M
ALPINE PEAKS CAPITAL, LP
$99.2M
Top holdings
1
BRIGHT HORIZONS FAM SOL IN D
$7.63M
2
WEST PHARMACEUTICAL SVSC INC
$7.49M
3
U S PHYSICAL THERAPY
$7.12M
OBJECTIVE CAPITAL MANAGEMENT, LLC
$99.2M
Top holdings
1
ISHARES TR
$29.3M
2
VANGUARD INDEX FDS
$13.2M
3
SELECT SECTOR SPDR TR
$7.16M
INVESTED ADVISORS
$99M
Top holdings
1
ISHARES TR
$42.1M
2
SPDR SERIES TRUST
$4.04M
3
APPLE INC
$3.26M
CEDARWOOD WEALTH LLC
$99M
Top holdings
1
ISHARES TR
$21.3M
2
INVESCO QQQ TR
$8.71M
3
GOLDMAN SACHS ETF TR
$7.89M
VENNLIGHT CAPITAL MANAGEMENT, LP
$99M
Top holdings
1
FERROVIAL SE
$13M
2
H2O AMERICA
$9.52M
3
TRANSPORTADORA DE GAS DEL SU
$9.48M
WILLOW FINANCIAL LLC
$98.7M
Top holdings
1
TEMA ETF TRUST
$11.4M
2
FEDERATED HERMES ETF TRUST
$8.94M
3
TIDAL TRUST I
$8.17M
FUND ADVISORS OF AMERICA INC
$98.7M
Top holdings
1
NVIDIA CORPORATION
$6.36M
2
APPLE INC
$5.59M
3
BERKSHIRE HATHAWAY INC DEL
$3.87M
MOZAYYX MANAGEMENT LLC
$98.6M
Top holdings
1
BITMINE IMMERSION TECNOLOGIE
$65.9M
2
EIGHTCO HOLDINGS INC
$15.3M
3
CLEANCORE SOLUTIONS INC
$4.28M
KARRAS COMPANY, INC.
$98.6M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$16.6M
2
SCHWAB STRATEGIC TR
$9.07M
3
ALPHABET INC
$6.51M
