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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
SEVEN GRAND MANAGERS, LLC
$1.5B
Top holdings
1
MEDLINE INC
$111M
2
L3HARRIS TECHNOLOGIES INC
$94.9M
3
ECHOSTAR CORP
$81.9M
EARNED WEALTH ADVISORS, LLC
$1.5B
Top holdings
1
DIMENSIONAL ETF TRUST
$435M
2
ISHARES TR
$233M
3
FIRST TR EXCHANGE-TRADED FD
$95.5M
NORRIS PERNE & FRENCH LLP
$1.5B
Top holdings
1
ELEVATION SERIES TRUST
$556M
2
ISHARES TR
$101M
3
MICROSOFT CORP
$66.4M
MAPLE CAPITAL MANAGEMENT, INC.
$1.49B
Top holdings
1
APPLE INC
$131M
2
ALPHABET INC
$124M
3
NVIDIA CORPORATION
$115M
SIMMONS BANK
$1.49B
Top holdings
1
ISHARES TR
$174M
2
OREILLY AUTOMOTIVE INC
$143M
3
VANGUARD INDEX FDS
$57.5M
QUINTET PRIVATE BANK EUROPE S.A.
$1.49B
Top holdings
1
NVIDIA CORPORATION
$222M
2
ALPHABET INC
$189M
3
MICROSOFT CORP
$164M
ARMSTRONG ADVISORY GROUP, INC
$1.49B
Top holdings
1
ISHARES TR
$438M
2
SCHWAB STRATEGIC TR
$172M
3
VANGUARD WORLD FD
$156M
RUSH ISLAND MANAGEMENT, LP
$1.49B
Top holdings
1
ESSEX PPTY TR INC
$196M
2
SBA COMMUNICATIONS CORP
$168M
3
KILROY REALTY CORP
$137M
NEXPOINT ASSET MANAGEMENT, L.P.
$1.49B
Top holdings
1
NEXPOINT REAL ESTATE FIN INC
$127M
2
HOLOGIC INC
$117M
3
CLEARWATER ANALYTICS HLDGS I
$94.7M
TEMA ETFS LLC
$1.49B
Top holdings
1
POWELL INDS INC
$45.8M
2
NEXTERA ENERGY INC
$32.3M
3
NVIDIA CORPORATION
$30.5M
UHLMANN PRICE SECURITIES, LLC
$1.49B
Top holdings
1
KLA CORP
$1.22B
2
WISDOMTREE TR
$30M
3
APPLE INC
$11M
PLATO INVESTMENT MANAGEMENT LTD
$1.49B
Top holdings
1
NVIDIA CORPORATION
$104M
2
APPLE INC
$92.8M
3
ALPHABET INC
$74.7M
LUTZ FINANCIAL SERVICES LLC
$1.49B
Top holdings
1
ISHARES TR
$406M
2
SPDR SERIES TRUST
$220M
3
VANGUARD INDEX FDS
$195M
ANGELES INVESTMENT ADVISORS, LLC
$1.49B
Top holdings
1
VANGUARD INDEX FDS
$848M
2
VANGUARD STAR FDS
$227M
3
VANGUARD SCOTTSDALE FDS
$118M
FIRST AMERICAN TRUST, FSB
$1.49B
Top holdings
1
ISHARES TR
$245M
2
VANGUARD INDEX FDS
$103M
3
APPLE INC
$80.7M
OAK ASSOCIATES LTD
$1.49B
Top holdings
1
ALPHABET INC
$144M
2
AMAZON COM INC
$107M
3
KLA CORP
$90.3M
ALLY INVEST ADVISORS INC.
$1.49B
Top holdings
1
ISHARES TR
$800M
2
VANGUARD TAX-MANAGED FDS
$292M
3
VANGUARD CHARLOTTE FDS
$122M
M HOLDINGS SECURITIES, INC.
$1.48B
Top holdings
1
DIMENSIONAL ETF TRUST
$193M
2
APPLE INC
$117M
3
ISHARES TR
$117M
BTC CAPITAL MANAGEMENT, INC.
$1.48B
Top holdings
1
ISHARES TR
$214M
2
VANGUARD INDEX FDS
$76M
3
VANGUARD BD INDEX FDS
$68.2M
SFMG, LLC
$1.48B
Top holdings
1
ATMOS ENERGY CORP
$196M
2
PACER FDS TR
$167M
3
INVESCO EXCHANGE TRADED FD T
$128M
