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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.
$69.7T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
JMG FINANCIAL GROUP, LTD.
$3.63B
Top holdings
1
VANGUARD INDEX FDS
$1.48B
2
DIMENSIONAL ETF TRUST
$651M
3
SCHWAB STRATEGIC TR
$471M
J. GOLDMAN & CO LP
$3.44B
Top holdings
1
ISHARES TR
$220M
2
STATE STR SPDR S&P 500 ETF T
$103M
3
SELECT SECTOR SPDR TR
$90.7M
JOEL ISAACSON & CO., LLC
$3.02B
Top holdings
1
VANGUARD INDEX FDS
$457M
2
SPDR SERIES TRUST
$417M
3
VANGUARD SPECIALIZED FUNDS
$290M
J.W. COLE ADVISORS, INC.
$2.96B
Top holdings
1
APPLE INC
$277M
2
ISHARES TR
$202M
3
NVIDIA CORPORATION
$158M
JOHNSON FINANCIAL GROUP, INC.
$2.76B
Top holdings
1
ISHARES TR
$1.73B
2
INVESCO EXCHANGE TRADED FD T
$114M
3
APPLE INC
$53.9M
JAMES HAMBRO & PARTNERS LLP
$2.55B
Top holdings
1
ALPHABET INC
$217M
2
JPMORGAN CHASE & CO
$196M
3
AMPHENOL CORP
$179M
JB CAPITAL LLC
$2.48B
Top holdings
1
ISHARES TR
$1.21B
2
BLACKROCK ETF TRUST
$390M
3
ISHARES INC
$133M
JORDAN PARK GROUP LLC
$1.88B
Top holdings
1
ISHARES INC
$570M
2
ISHARES TR
$555M
3
SELECT SECTOR SPDR TR
$201M
J.SAFRA ASSET MANAGEMENT CORP
$1.86B
Top holdings
1
SELECT SECTOR SPDR TR
$654M
2
ISHARES TR
$272M
3
INVESCO QQQ TR
$216M
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
JFS WEALTH ADVISORS, LLC
$1.79B
Top holdings
1
ISHARES TR
$570M
2
DIMENSIONAL ETF TRUST
$506M
3
BERKSHIRE HATHAWAY INC DEL
$63.7M
JAFFETILCHIN INVESTMENT PARTNERS, LLC
$1.68B
Top holdings
1
ISHARES TR
$247M
2
VANGUARD INDEX FDS
$156M
3
SCHWAB STRATEGIC TR
$126M
JANA PARTNERS MANAGEMENT, LP
$1.61B
Top holdings
1
MERCURY SYS INC
$299M
2
COOPER COS INC
$255M
3
FISERV INC
$248M
JOHNSON FINANCIAL GROUP, LLC
$1.5B
Top holdings
1
VANGUARD INDEX FDS
$878M
2
VANGUARD TAX-MANAGED FDS
$234M
3
VANGUARD INTL EQUITY INDEX F
$125M
JOHNS HOPKINS UNIVERSITY
$1.38B
Top holdings
1
ISHARES TR
$951M
2
INVESCO QQQ TR
$149M
3
ISHARES INC
$124M
JNBA FINANCIAL ADVISORS
$1.2B
Top holdings
1
ISHARES TR
$370M
2
SPDR INDEX SHS FDS
$152M
3
SPDR SERIES TRUST
$124M
JOURNEY ADVISORY GROUP, LLC
$1.17B
Top holdings
1
ISHARES TR
$281M
2
PIMCO ETF TR
$60.3M
3
VANGUARD TAX-MANAGED FDS
$50.8M
J. L. BAINBRIDGE & CO., INC.
$1.12B
Top holdings
1
ALPHABET INC
$127M
2
MICROSOFT CORP
$117M
3
APPLE INC
$117M
JACKSON THORNTON WEALTH MANAGEMENT, LLC
$1.11B
Top holdings
1
DIMENSIONAL ETF TRUST
$835M
2
AMERICAN CENTY ETF TR
$49.9M
3
VANGUARD SCOTTSDALE FDS
$40.2M
J. STERN & CO. LLP
$1.03B
Top holdings
1
NVIDIA CORPORATION
$108M
2
ALPHABET INC
$92M
3
AMAZON COM INC
$72.6M
