Trending
Tree map
Stacked
Scatter
Network
Map
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
MYRIAD ASSET MANAGEMENT ADVISORS LLC
$339M
Top holdings
1
ISHARES INC
$138M
2
ISHARES GOLD TR
$36.3M
3
NVIDIA CORPORATION
$17.6M
MONTANARO ASSET MANAGEMENT LTD
$334M
Top holdings
1
NOVA LTD
$20.9M
2
BIO-TECHNE CORP
$17.8M
3
BALCHEM CORP
$16.7M
MARTIN INVESTMENT MANAGEMENT, LLC
$334M
Top holdings
1
ASTRAZENECA PLC
$27.6M
2
NOVARTIS AG
$24.8M
3
TOYOTA MOTOR CORP
$21M
MCCOLLUM CHRISTOFERSON GROUP LLC
$333M
Top holdings
1
SELECT SECTOR SPDR TR
$34.7M
2
VANGUARD INDEX FDS
$26.4M
3
APPLE INC
$18.1M
MSA ADVISORS, LLC
$333M
Top holdings
1
APOLLO GLOBAL MGMT INC
$96.2M
2
STATE STR SPDR S&P 500 ETF T
$50M
3
STARBUCKS CORP
$30.8M
MADDEN SECURITIES CORP
$333M
Top holdings
1
NEOS ETF TRUST
$104M
2
SCHWAB STRATEGIC TR
$25.5M
3
NVIDIA CORPORATION
$14.6M
MONOLITH MANAGEMENT LTD
$332M
Top holdings
1
ALPHABET INC
$81M
2
TAIWAN SEMICONDUCTOR MANUFAC
$49.7M
3
SPDR SERIES TRUST
$34.5M
MANIRO LTD
$330M
Top holdings
1
QXO INC
$212M
2
SLIDE INS HLDGS INC
$25.2M
3
FIRST TR EXCHANGE-TRADED FD
$13.2M
METROPOLITAN LIFE INSURANCE CO
$328M
Top holdings
1
ISHARES TR
$142M
2
STATE STR SPDR S&P 500 ETF T
$121M
3
VANGUARD BD INDEX FDS
$41.2M
MENLO VENTURES MANAGEMENT, L.P.
$327M
Top holdings
1
CHIME FINL INC
$327M
2
BRAZE INC
$132k
3
SENTI BIOSCIENCES INC
$29k
MORLING FINANCIAL ADVISORS, LLC
$325M
Top holdings
1
DIMENSIONAL ETF TRUST
$68.6M
2
VANGUARD SCOTTSDALE FDS
$48.8M
3
SSGA ACTIVE ETF TR
$43.8M
MTM INVESTMENT MANAGEMENT, LLC
$316M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$21.2M
2
ISHARES TR
$15.4M
3
APPLE INC
$11.7M
MARS JEWETT FINANCIAL GROUP, INC.
$316M
Top holdings
1
DIMENSIONAL ETF TRUST
$195M
2
JANUS DETROIT STR TR
$30.2M
3
MICROSOFT CORP
$28.1M
MOSELEY INVESTMENT MANAGEMENT INC
$314M
Top holdings
1
ISHARES TR
$60.5M
2
BERKSHIRE HATHAWAY INC DEL
$19.8M
3
APPLE INC
$17.5M
MIDWEST HERITAGE BANK, FSB
$312M
Top holdings
1
DIMENSIONAL ETF TRUST
$128M
2
CAPITAL GROUP CORE EQUITY ET
$40.5M
3
CAPITAL GRP FIXED INCM ETF T
$31.4M
MEDALLION WEALTH ADVISORS, LLC
$306M
Top holdings
1
VANGUARD INDEX FDS
$28.4M
2
SCHWAB STRATEGIC TR
$22.1M
3
JANUS DETROIT STR TR
$21.8M
MATTHEW 25 MANAGEMENT CORP
$301M
Top holdings
1
NVIDIA CORPORATION
$65.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$33.1M
3
ELI LILLY & CO
$25.3M
MKT ADVISORS LLC
$298M
Top holdings
1
ISHARES TR
$120M
2
STATE STR SPDR S&P 500 ETF T
$32.3M
3
VANGUARD INDEX FDS
$25.9M
MASTERS WEALTH MANAGEMENT INC.
$295M
Top holdings
1
DIMENSIONAL ETF TRUST
$189M
2
VANGUARD SCOTTSDALE FDS
$64.4M
3
VANGUARD MUN BD FDS
$9.31M
MORRIS FINANCIAL CONCEPTS, INC.
$295M
Top holdings
1
ISHARES TR
$132M
2
SCHWAB STRATEGIC TR
$50.5M
3
DIMENSIONAL ETF TRUST
$43.8M
