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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
MISSOURI EDUCATION PENSION TRUST
$294M
Top holdings
1
ISHARES TR
$294M
MONTGOMERY INVESTMENT MANAGEMENT INC
$293M
Top holdings
1
UNITED RENTALS INC
$24.8M
2
VSE CORP
$22.8M
3
TRUIST FINL CORP
$14.6M
MEMBERS ADVISORY GROUP LLC
$292M
Top holdings
1
SCHWAB STRATEGIC TR
$53.5M
2
VANGUARD INDEX FDS
$42.1M
3
SPDR SERIES TRUST
$38.2M
MARNELL MANAGEMENT LLC
$288M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$84.5M
2
ISHARES TR
$19.9M
3
INVESCO QQQ TR
$17.3M
MAYFAIR ADVISORY GROUP, LLC
$286M
Top holdings
1
FIDELITY COVINGTON TRUST
$51.7M
2
VANGUARD INDEX FDS
$47M
3
SCHWAB STRATEGIC TR
$25.2M
MILLS WEALTH ADVISORS LLC
$286M
Top holdings
1
DIMENSIONAL ETF TRUST
$155M
2
VANGUARD MUN BD FDS
$43M
3
VANGUARD MALVERN FDS
$36.8M
MUZINICH & CO., INC.
$286M
Top holdings
1
ARES CAPITAL CORP
$40M
2
BLACKSTONE SECD LENDING FD
$28.2M
3
BLUE OWL CAPITAL CORPORATION
$27.3M
MMA ASSET MANAGEMENT LLC
$284M
Top holdings
1
ISHARES TR
$75.9M
2
SPDR SERIES TRUST
$38.3M
3
FRANKLIN TEMPLETON ETF TR
$18M
MACH-1 FINANCIAL GROUP, LLC
$284M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$57.3M
2
J P MORGAN EXCHANGE TRADED F
$46.7M
3
FIRST TR EXCHANGE TRADED FD
$20.2M
MONTE FINANCIAL GROUP, LLC
$282M
Top holdings
1
JOHNSON & JOHNSON
$8.27M
2
CHEVRON CORPORATION
$8.03M
3
RTX CORPORATION
$7.52M
MURPHY POHLAD ASSET MANAGEMENT LLC
$279M
Top holdings
1
AGNICO EAGLE MINES LTD
$9.32M
2
TRAVELERS COMPANIES INC
$9.32M
3
CONOCOPHILLIPS
$9.03M
MALAGA COVE CAPITAL, LLC
$278M
Top holdings
1
ON SEMICONDUCTOR CORP
$10.6M
2
CATERPILLAR INC
$9.49M
3
AMAZON COM INC
$9.47M
MAD RIVER INVESTORS
$278M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$135M
2
PERMIAN BASIN RTY TR
$21.6M
3
HAWAIIAN ELEC INDS INC MTN B
$20.2M
METAVASI CAPITAL LP
$276M
Top holdings
1
ISHARES TR
$108M
2
APPLOVIN CORP
$24.3M
3
DAVE INC
$20.5M
MAESTRIA PARTNERS LLC
$274M
Top holdings
1
AMAZON COM INC
$30.7M
2
TAIWAN SEMICONDUCTOR MANUFAC
$28.7M
3
BROOKFIELD CORP
$28.3M
MATHES COMPANY, INC.
$274M
Top holdings
1
ISHARES TR
$32.1M
2
VANGUARD INDEX FDS
$23M
3
GE VERNOVA INC
$15.2M
MULLOOLY ASSET MANAGEMENT, INC.
$271M
Top holdings
1
ISHARES TR
$170M
2
VANGUARD INTL EQUITY INDEX F
$32.3M
3
VANGUARD INDEX FDS
$24.6M
MOUNT LUCAS MANAGEMENT LP
$271M
Top holdings
1
ISHARES INC
$43.2M
2
ISHARES TR
$35.4M
3
INVESCO EXCHANGE TRADED FD T
$33M
MOERUS CAPITAL MANAGEMENT LLC
$271M
Top holdings
1
VALARIS LTD
$45.5M
2
NUTRIEN LTD
$45.2M
3
ARCOS DORADOS HLDGS INC
$35.2M
MTCO LTD.
$269M
Top holdings
1
QXO INC
$212M
2
PARAMOUNT SKYDANCE CORP
$56.8M
