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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
FIRST NATIONAL BANK OF OMAHA
$3.24B
Top holdings
1
ISHARES TR
$382M
2
VANGUARD INDEX FDS
$178M
3
DIMENSIONAL ETF TRUST
$98.8M
RETIREMENT PLANNING GROUP, LLC
$3.23B
Top holdings
1
FIDELITY COVINGTON TRUST
$381M
2
VANGUARD INDEX FDS
$381M
3
WISDOMTREE TR
$263M
EXENCIAL WEALTH ADVISORS, LLC
$3.22B
Top holdings
1
DIMENSIONAL ETF TRUST
$428M
2
ISHARES TR
$329M
3
VANGUARD INDEX FDS
$275M
MEYER HANDELMAN CO
$3.22B
Top holdings
1
MICROSOFT CORP
$176M
2
APPLE INC
$143M
3
ALPHABET INC
$122M
STOCK YARDS BANK & TRUST CO
$3.21B
Top holdings
1
ISHARES TR
$472M
2
ALPHABET INC
$150M
3
APPLE INC
$142M
NORTHCREST ASSET MANANGEMENT, LLC
$3.21B
Top holdings
1
NVIDIA CORPORATION
$173M
2
BROADCOM INC
$152M
3
APPLE INC
$99.4M
KARPUS MANAGEMENT, INC.
$3.21B
Top holdings
1
VANGUARD INDEX FDS
$360M
2
BLACKROCK MUNIHOLDINGS FD IN
$226M
3
VANGUARD INTL EQUITY INDEX F
$205M
YAUPON CAPITAL MANAGEMENT LP
$3.2B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$657M
2
EXXON MOBIL CORP
$141M
3
AMERICAN WTR WKS CO INC NEW
$111M
SUMMITTX CAPITAL, L.P.
$3.2B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$484M
2
INVESCO QQQ TR
$166M
3
WARNER BROS DISCOVERY INC
$46M
HIMALAYA CAPITAL MANAGEMENT LLC
$3.2B
Top holdings
1
ALPHABET INC
$1.43B
2
PDD HOLDINGS INC
$471M
3
BERKSHIRE HATHAWAY INC DEL
$430M
BROOKLYN INVESTMENT GROUP
$3.2B
Top holdings
1
ISHARES TR
$165M
2
NVIDIA CORPORATION
$143M
3
APPLE INC
$136M
BURNEY CO
$3.2B
Top holdings
1
EA SERIES TRUST
$910M
2
APPLE INC
$90.9M
3
VANGUARD SCOTTSDALE FDS
$85.4M
DME CAPITAL MANAGEMENT, LP
$3.19B
Top holdings
1
GREEN BRICK PARTNERS INC
$610M
2
FLUOR CORP
$221M
3
CORE NATURAL RESOURCES INC
$195M
MASECO LLP
$3.19B
Top holdings
1
DIMENSIONAL ETF TRUST
$1.74B
2
AMERICAN CENTY ETF TR
$787M
3
VANGUARD SCOTTSDALE FDS
$413M
FOXHAVEN ASSET MANAGEMENT, LP
$3.19B
Top holdings
1
MERCADOLIBRE INC
$482M
2
AMAZON COM INC
$416M
3
HILTON WORLDWIDE HLDGS INC
$324M
DAYMARK WEALTH PARTNERS, LLC
$3.18B
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$216M
2
APPLE INC
$205M
3
NVIDIA CORPORATION
$174M
CEREDEX VALUE ADVISORS LLC
$3.18B
Top holdings
1
EQUINIX INC
$46.9M
2
JABIL INC
$46.7M
3
TERADYNE INC
$46.4M
DYNAMIC ADVISOR SOLUTIONS LLC
$3.17B
Top holdings
1
ISHARES TR
$283M
2
DIMENSIONAL ETF TRUST
$227M
3
SCHWAB STRATEGIC TR
$173M
ARGENT CAPITAL MANAGEMENT LLC
$3.17B
Top holdings
1
ALPHABET INC
$207M
2
NVIDIA CORPORATION
$201M
3
AMAZON COM INC
$181M
BRAGG FINANCIAL ADVISORS, INC
$3.16B
Top holdings
1
VANGUARD INDEX FDS
$250M
2
APPLE INC
$76.5M
3
ALPHABET INC
$65.9M
