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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
BERGER FINANCIAL GROUP, INC
$1.79B
Top holdings
1
SCHWAB STRATEGIC TR
$242M
2
J P MORGAN EXCHANGE TRADED F
$130M
3
VANGUARD INDEX FDS
$127M
ESSEX FINANCIAL SERVICES, INC.
$1.78B
Top holdings
1
ISHARES TR
$141M
2
APPLE INC
$82.1M
3
VANGUARD INDEX FDS
$68.3M
MOODY LYNN & LIEBERSON, LLC
$1.78B
Top holdings
1
ALPHABET INC
$129M
2
NVIDIA CORPORATION
$112M
3
BROADCOM INC
$100M
OSTRUM ASSET MANAGEMENT
$1.78B
Top holdings
1
NVIDIA CORPORATION
$113M
2
ALPHABET INC
$86.7M
3
APPLE INC
$73.2M
UNIVEST FINANCIAL CORP
$1.78B
Top holdings
1
SPDR SERIES TRUST
$244M
2
VANGUARD STAR FDS
$164M
3
APPLE INC
$90.6M
FIRST INTERSTATE BANK
$1.78B
Top holdings
1
ISHARES TR
$505M
2
VANGUARD SCOTTSDALE FDS
$333M
3
FIRST INTST BANCSYSTEM INC
$155M
BEACON CAPITAL MANAGEMENT, INC.
$1.78B
Top holdings
1
VANGUARD WORLD FD
$923M
2
VANGUARD BD INDEX FDS
$123M
3
SPDR SERIES TRUST
$123M
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC
$1.77B
Top holdings
1
ISHARES TR
$202M
2
VANGUARD INDEX FDS
$80.7M
3
BLACKROCK ETF TRUST
$66.7M
WADDELL & ASSOCIATES, LLC
$1.77B
Top holdings
1
FEDEX CORP
$499M
2
GLOBAL X FDS
$182M
3
SCHWAB STRATEGIC TR
$161M
ATWOOD & PALMER INC
$1.77B
Top holdings
1
AMERICAN CENTY ETF TR
$185M
2
ISHARES TR
$159M
3
JANUS DETROIT STR TR
$155M
FOUNDERS FINANCIAL SECURITIES LLC
$1.77B
Top holdings
1
ISHARES TR
$278M
2
SPDR SERIES TRUST
$238M
3
SELECT SECTOR SPDR TR
$114M
HITE HEDGE ASSET MANAGEMENT LLC
$1.77B
Top holdings
1
PORTLAND GEN ELEC CO
$142M
2
TAMBORAN RES CORP
$104M
3
XCEL ENERGY INC
$92.2M
GRANDFIELD & DODD, LLC
$1.77B
Top holdings
1
APPLIED MATLS INC
$91.7M
2
MICROSOFT CORP
$83.2M
3
ANALOG DEVICES INC
$79M
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
$1.77B
Top holdings
1
NVIDIA CORPORATION
$97.4M
2
APPLE INC
$89.1M
3
ALPHABET INC
$73.5M
CONTRARIUS GROUP HOLDINGS LTD
$1.77B
Top holdings
1
ECHOSTAR CORP
$220M
2
TESLA INC
$208M
3
BRITISH AMERN TOB PLC
$165M
SIMPLICITY WEALTH,LLC
$1.76B
Top holdings
1
AMERICAN CENTY ETF TR
$318M
2
ISHARES TR
$259M
3
DIMENSIONAL ETF TRUST
$86.5M
SARATOGA RESEARCH & INVESTMENT MANAGEMENT
$1.76B
Top holdings
1
ALPHABET INC
$176M
2
MICROSOFT CORP
$137M
3
BERKSHIRE HATHAWAY INC DEL
$130M
AARON WEALTH ADVISORS LLC
$1.76B
Top holdings
1
ISHARES TR
$249M
2
VANGUARD SCOTTSDALE FDS
$202M
3
NVIDIA CORPORATION
$115M
NEA MANAGEMENT COMPANY, LLC
$1.76B
Top holdings
1
ARCELLX INC
$350M
2
CELCUITY INC
$261M
3
SPYGLASS PHARMA INC
$192M
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS
$1.76B
Top holdings
1
DIMENSIONAL ETF TRUST
$273M
2
ISHARES TR
$240M
3
SPDR SERIES TRUST
$231M
