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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
BARRY INVESTMENT ADVISORS, LLC
$454M
Top holdings
1
SCHWAB STRATEGIC TR
$46.8M
2
VANGUARD WHITEHALL FDS
$41.5M
3
VANGUARD SCOTTSDALE FDS
$40.3M
BULLTICK WEALTH MANAGEMENT, LLC
$453M
Top holdings
1
ISHARES TR
$101M
2
SPDR GOLD TR
$26.3M
3
NVIDIA CORPORATION
$20.4M
BLANKINSHIP & FOSTER, LLC
$452M
Top holdings
1
DIMENSIONAL ETF TRUST
$118M
2
VANGUARD INDEX FDS
$95.6M
3
ISHARES TR
$71M
BULLDOG INVESTORS, LLP
$445M
Top holdings
1
SRH TOTAL RETURN FUND INC
$22M
2
BNY MELLON STRATEGIC MUN BD
$20.3M
3
CENTRAL SECS CORP
$19.7M
BENIN MANAGEMENT CORP
$445M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$139M
2
APPLE INC
$39M
3
MICROSOFT CORP
$28.8M
BEACON FINANCIAL ADVISORY LLC
$443M
Top holdings
1
ISHARES TR
$48.5M
2
J P MORGAN EXCHANGE TRADED F
$38.9M
3
INNOVATOR ETFS TRUST
$20.7M
BIRNAM OAK ADVISORS, LP
$441M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$61.8M
2
NORFOLK SOUTHN CORP
$43.6M
3
ISHARES TR
$43.2M
BANK OF NEW HAMPSHIRE
$437M
Top holdings
1
ISHARES TR
$46.6M
2
VANGUARD INDEX FDS
$24.1M
3
SPDR GOLD TR
$17.9M
BECK CAPITAL MANAGEMENT, LLC
$437M
Top holdings
1
NVIDIA CORPORATION
$28.2M
2
VERTIV HOLDINGS CO
$19.5M
3
GLOBAL X FDS
$17.4M
BALLAST, INC.
$432M
Top holdings
1
VANGUARD INDEX FDS
$87.9M
2
ISHARES TR
$67.5M
3
INVESCO EXCHANGE TRADED FD T
$46.9M
BERKELEY CAPITAL PARTNERS, LLC
$431M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$85M
2
VANGUARD SCOTTSDALE FDS
$45.4M
3
VANGUARD WHITEHALL FDS
$32.3M
BROADLEAF PARTNERS, LLC
$429M
Top holdings
1
SCHWAB STRATEGIC TR
$41.9M
2
NVIDIA CORPORATION
$31.7M
3
ALPHABET INC
$23.7M
BRAVE ASSET MANAGEMENT INC
$427M
Top holdings
1
ISHARES TR
$98.5M
2
SELECT SECTOR SPDR TR
$66.6M
3
STATE STR SPDR S&P 500 ETF T
$24.2M
BATTERY MANAGEMENT CORP.
$426M
Top holdings
1
SERVICETITAN INC
$209M
2
BRAZE INC
$109M
3
KODIAK AI INC.
$78.8M
BOSTON RESEARCH & MANAGEMENT INC
$421M
Top holdings
1
ISHARES TR
$48M
2
ALPHABET INC
$14.1M
3
WALMART INC
$13.7M
BILL FEW ASSOCIATES, INC.
$417M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$44.2M
2
APPLE INC
$26.2M
3
SPDR SERIES TRUST
$20.5M
BENDER ROBERT & ASSOCIATES
$417M
Top holdings
1
NVIDIA CORPORATION
$77.7M
2
APPLE INC
$66.5M
3
ALPHABET INC
$34.7M
BAKER TILLY WEALTH MANAGEMENT, LLC
$411M
Top holdings
1
DIMENSIONAL ETF TRUST
$51.6M
2
VANGUARD INDEX FDS
$41.2M
3
ISHARES TR
$29.2M
BRIDGEFRONT CAPITAL, LLC
$402M
Top holdings
1
TAKE-TWO INTERACTIVE SOFTWAR
$4.28M
2
TPG INC
$3.84M
3
CONSTELLATION BRANDS INC
$3.48M
BEAM WEALTH ADVISORS, INC.
$402M
Top holdings
1
ISHARES TR
$164M
2
VANECK ETF TRUST
$28.8M
3
ISHARES INC
$26.6M
