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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
KENSINGTON ASSET MANAGEMENT, LLC
$1.84B
Top holdings
1
VANGUARD INDEX FDS
$496M
2
INVESCO QQQ TR
$200M
3
ISHARES TR
$167M
CIDEL ASSET MANAGEMENT INC
$1.83B
Top holdings
1
ROYAL BK CDA
$89.2M
2
RB GLOBAL INC
$57.3M
3
ASTRAZENECA PLC
$55.1M
LOMBARD ODIER ASSET MANAGEMENT EUROPE LTD
$1.83B
Top holdings
1
NVIDIA CORPORATION
$77.4M
2
ALPHABET INC
$74.9M
3
DUKE ENERGY CORP NEW
$58.8M
WILLIS INVESTMENT COUNSEL
$1.83B
Top holdings
1
JOHNSON & JOHNSON
$70.7M
2
CISCO SYS INC
$64.7M
3
LOCKHEED MARTIN CORP
$55.1M
APRIO WEALTH MANAGEMENT, LLC
$1.83B
Top holdings
1
DIMENSIONAL ETF TRUST
$180M
2
ISHARES TR
$144M
3
CAPITAL GRP FIXED INCM ETF T
$90.3M
STANDARD INVESTMENTS LLC
$1.83B
Top holdings
1
AMAZON COM INC
$414M
2
MICROSOFT CORP
$312M
3
PTC INC
$258M
DIVERSIFIED ENTERPRISES, LLC
$1.83B
Top holdings
1
SCHWAB STRATEGIC TR
$540M
2
ETF SER SOLUTIONS
$166M
3
VANGUARD SPECIALIZED FUNDS
$148M
DORSEY & WHITNEY TRUST CO LLC
$1.82B
Top holdings
1
ISHARES TR
$266M
2
NVIDIA CORPORATION
$79.1M
3
ALPHABET INC
$69.2M
HARVARD MANAGEMENT CO INC
$1.82B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$232M
2
SPDR GOLD TR
$200M
3
MICROSOFT CORP
$190M
MONEY CONCEPTS CAPITAL CORP
$1.81B
Top holdings
1
ISHARES TR
$371M
2
SELECT SECTOR SPDR TR
$124M
3
SPDR SERIES TRUST
$91.1M
SPINNAKER TRUST
$1.81B
Top holdings
1
ISHARES TR
$375M
2
SPDR SERIES TRUST
$238M
3
SELECT SECTOR SPDR TR
$212M
GOBI CAPITAL LLC
$1.8B
Top holdings
1
META PLATFORMS INC
$402M
2
ALPHABET INC
$248M
3
NETFLIX INC.
$199M
RICE HALL JAMES & ASSOCIATES, LLC
$1.8B
Top holdings
1
LIGAND PHARMACEUTICALS INC
$56.6M
2
FABRINET
$55.2M
3
ARLO TECHNOLOGIES INC
$52.1M
WEALTHPLAN INVESTMENT MANAGEMENT, LLC
$1.79B
Top holdings
1
ISHARES TR
$204M
2
J P MORGAN EXCHANGE TRADED F
$160M
3
APPLE INC
$107M
BBR PARTNERS, LLC
$1.79B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$694M
2
AB ACTIVE ETFS INC
$202M
3
ISHARES TR
$178M
CAMBRIA INVESTMENT MANAGEMENT, L.P.
$1.79B
Top holdings
1
CAMBRIA ETF TR
$206M
2
ISHARES TR
$67.9M
3
SPDR SERIES TRUST
$27.4M
JACOBI CAPITAL MANAGEMENT LLC
$1.79B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$264M
2
BERKSHIRE HATHAWAY INC DEL
$95M
3
SPDR SERIES TRUST
$93.4M
COURIER CAPITAL LLC
$1.79B
Top holdings
1
ISHARES TR
$672M
2
SPDR SERIES TRUST
$129M
3
APPLE INC
$64M
JFS WEALTH ADVISORS, LLC
$1.79B
Top holdings
1
ISHARES TR
$570M
2
DIMENSIONAL ETF TRUST
$506M
3
BERKSHIRE HATHAWAY INC DEL
$63.7M
KINETIC PARTNERS MANAGEMENT, LP
$1.79B
Top holdings
1
AMAZON COM INC
$157M
2
NVIDIA CORPORATION
$154M
3
TAIWAN SEMICONDUCTOR MANUFAC
$118M
