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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
MASON CAPITAL MANAGEMENT LLC
$613M
Top holdings
1
ATS CORPORATION
$463M
2
ENVIRI CORP
$88.2M
3
BROOKDALE SR LIVING INC
$30.6M
MYDA ADVISORS LLC
$608M
Top holdings
1
ISHARES TR
$85.5M
2
INVESCO QQQ TR
$63.5M
3
STATE STR SPDR DOW JONES IND
$39.4M
MONTECITO BANK & TRUST
$607M
Top holdings
1
ISHARES TR
$219M
2
NVIDIA CORPORATION
$29.3M
3
VANGUARD SCOTTSDALE FDS
$27.1M
MATRIX TRUST CO
$602M
Top holdings
1
ISHARES TR
$198M
2
SCHWAB STRATEGIC TR
$148M
3
VANGUARD TAX-MANAGED FDS
$47.3M
MATTHEW GOFF INVESTMENT ADVISOR, LLC
$600M
Top holdings
1
ISHARES TR
$78.6M
2
BERKSHIRE HATHAWAY INC DEL
$42.8M
3
MICROSOFT CORP
$41.6M
MA PRIVATE WEALTH
$591M
Top holdings
1
ISHARES TR
$181M
2
VANGUARD INDEX FDS
$116M
3
BLACKROCK ETF TRUST
$107M
MAIA WEALTH LLC
$591M
Top holdings
1
ISHARES TR
$93.7M
2
FIRST TR EXCHNG TRADED FD VI
$48.3M
3
SCHWAB STRATEGIC TR
$36.4M
MARTEL WEALTH ADVISORS INC
$587M
Top holdings
1
VANGUARD INDEX FDS
$126M
2
VANGUARD MALVERN FDS
$122M
3
VANGUARD WHITEHALL FDS
$109M
MARTIN & CO INC
$587M
Top holdings
1
ISHARES TR
$179M
2
SELECT SECTOR SPDR TR
$109M
3
VANGUARD INTL EQUITY INDEX F
$17.1M
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC
$584M
Top holdings
1
AMPHENOL CORP
$47M
2
AMETEK INC
$38.6M
3
DANAHER CORP DEL
$23.9M
MENGIS CAPITAL MANAGEMENT, INC.
$581M
Top holdings
1
APPLE INC
$36M
2
MICROSOFT CORP
$23.6M
3
ALPHABET INC
$21M
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
$577M
Top holdings
1
COUPANG INC
$363M
2
CARVANA CO
$182M
3
BOSTON OMAHA CORP
$28.6M
MCLEAN ASSET MANAGEMENT CORP
$572M
Top holdings
1
AMERICAN CENTY ETF TR
$191M
2
DIMENSIONAL ETF TRUST
$158M
3
ISHARES TR
$40.9M
MARBLE WEALTH, LLC
$571M
Top holdings
1
ISHARES TR
$99.9M
2
VANGUARD INDEX FDS
$53.9M
3
APPLE INC
$24.7M
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
$567M
Top holdings
1
ISHARES TR
$153M
2
SPDR GOLD TR
$35.2M
3
PIMCO ETF TR
$34.7M
MAYTUS CAPITAL MANAGEMENT, LLC
$562M
Top holdings
1
VISA INC
$40.6M
2
TEXAS INSTRS INC
$34.2M
3
APPLIED MATLS INC
$34.1M
MOMENT PARTNERS, LLC
$561M
Top holdings
1
ISHARES TR
$126M
2
STATE STR SPDR S&P 500 ETF T
$109M
3
INVESCO EXCHANGE TRADED FD T
$100M
MARINO, STRAM & ASSOCIATES LLC
$557M
Top holdings
1
ISHARES TR
$141M
2
VANGUARD INDEX FDS
$88.8M
3
VANGUARD WHITEHALL FDS
$86.2M
MOODY ALDRICH PARTNERS LLC
$555M
Top holdings
1
INDEPENDENT BK CORP MASS
$10.8M
2
ELEMENT SOLUTIONS INC
$9.51M
3
PATHWARD FINANCIAL INC
$9.4M
MARINO MANAGEMENT, LLC
$547M
Top holdings
1
SPDR GOLD TR
$476M
2
ISHARES TR
$27.3M
3
ISHARES GOLD TR
$12.7M
