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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
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
$1.47B
Top holdings
1
WELLS FARGO & CO
$74.9M
2
BANK AMERICA CORP
$71.1M
3
EXXON MOBIL CORP
$69.6M
CAHABA WEALTH MANAGEMENT, INC.
$1.47B
Top holdings
1
ISHARES TR
$984M
2
VICTORY PORTFOLIOS II
$178M
3
SPDR SERIES TRUST
$102M
BEAIRD HARRIS WEALTH MANAGEMENT, LLC
$1.47B
Top holdings
1
DIMENSIONAL ETF TRUST
$650M
2
AMERICAN CENTY ETF TR
$366M
3
VANGUARD INDEX FDS
$115M
SHUFRO ROSE & CO LLC
$1.47B
Top holdings
1
ISHARES TR
$237M
2
ALPS ETF TR
$132M
3
VANGUARD INDEX FDS
$84.1M
SOUND VIEW WEALTH ADVISORS GROUP, LLC
$1.47B
Top holdings
1
ISHARES TR
$368M
2
APPLE INC
$69.7M
3
VANGUARD INDEX FDS
$60.6M
KENTUCKY RETIREMENT SYSTEMS INSURANCE TRUST FUND
$1.47B
Top holdings
1
NVIDIA CORPORATION
$108M
2
APPLE INC
$97.5M
3
ALPHABET INC
$79.7M
FALCON WEALTH PLANNING
$1.47B
Top holdings
1
AMERICAN CENTY ETF TR
$289M
2
KARMAN HLDGS INC
$206M
3
VANGUARD INDEX FDS
$97M
VERUS CAPITAL PARTNERS, LLC
$1.46B
Top holdings
1
ISHARES TR
$161M
2
APPLE INC
$156M
3
NVIDIA CORPORATION
$110M
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
$1.46B
Top holdings
1
ISHARES TR
$191M
2
VANGUARD INDEX FDS
$125M
3
APPLE INC
$55.2M
ADELANTE CAPITAL MANAGEMENT LLC
$1.46B
Top holdings
1
WELLTOWER INC
$203M
2
PROLOGIS INC.
$175M
3
EQUINIX INC
$129M
LYNROCK LAKE LP
$1.46B
Top holdings
1
TERADATA CORP DEL
$240M
2
RAPID7 INC
$232M
3
PAGERDUTY INC
$209M
MCDONALD CAPITAL INVESTORS INC
$1.46B
Top holdings
1
PROGRESSIVE CORP
$175M
2
REGENERON PHARMACEUTICALS
$159M
3
BERKSHIRE HATHAWAY INC DEL
$146M
KEYSTONE FINANCIAL GROUP
$1.46B
Top holdings
1
SPDR SERIES TRUST
$124M
2
VANGUARD INDEX FDS
$94.7M
3
ISHARES TR
$92.3M
TRINITY STREET ASSET MANAGEMENT LLP
$1.46B
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$304M
2
INFOSYS LTD
$202M
3
RYANAIR HOLDINGS PLC
$200M
SIGNAL ADVISORS WEALTH, LLC
$1.46B
Top holdings
1
ETF SER SOLUTIONS
$152M
2
SPDR SERIES TRUST
$114M
3
ISHARES TR
$71.5M
LIBERTY 77 CAPITAL L.P.
$1.46B
Top holdings
1
FLAGSTAR BANK NATIONAL ASSOC
$988M
2
LIONSGATE STUDIOS CORP
$360M
3
SATELLOGIC INC
$109M
BEAUMONT FINANCIAL ADVISORS, LLC
$1.46B
Top holdings
1
ISHARES TR
$261M
2
ALPHABET INC
$70.2M
3
VANGUARD INDEX FDS
$67.6M
CFS INVESTMENT ADVISORY SERVICES, LLC
$1.45B
Top holdings
1
ISHARES TR
$384M
2
DIMENSIONAL ETF TRUST
$135M
3
SPDR SERIES TRUST
$126M
AVALON TRUST CO
$1.45B
Top holdings
1
NVIDIA CORPORATION
$127M
2
ALPHABET INC
$108M
3
APPLE INC
$106M
HIKARI TSUSHIN, INC.
$1.45B
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$825M
2
ALPHABET INC
$159M
3
INVESCO EXCH TRADED FD TR II
$50.7M
