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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
MERIDIAN FINANCIAL PARTNERS LLC
$263M
Top holdings
1
ISHARES TR
$65.5M
2
J P MORGAN EXCHANGE TRADED F
$31.1M
3
VANGUARD INDEX FDS
$29.1M
MALTIN WEALTH MANAGEMENT, INC.
$262M
Top holdings
1
ISHARES TR
$31.1M
2
FIDELITY COVINGTON TRUST
$26.5M
3
INNOVATOR ETFS TRUST
$25.4M
MERCURIA CAPITAL STRATEGIES, LLC
$262M
Top holdings
1
TEEKAY TANKERS LTD
$130M
2
LYONDELLBASELL INDUSTRIES NV
$32.8M
3
BAIN CAP GSS INVT CORP
$15.8M
MBA ADVISORS LLC
$260M
Top holdings
1
ISHARES TR
$49.7M
2
SCHWAB STRATEGIC TR
$37.5M
3
J P MORGAN EXCHANGE TRADED F
$24.4M
MILLER WEALTH ADVISORS, LLC
$260M
Top holdings
1
ALPHABET INC
$69.6M
2
AMAZON COM INC
$51.7M
3
EXXON MOBIL CORP
$49.5M
MENDON CAPITAL ADVISORS CORP
$258M
Top holdings
1
EQUITY BANCSHARES INC
$17M
2
PRIMIS FINANCIAL CORP
$16.3M
3
ABACUS GLOBAL MGMT INC
$15.4M
MADDEN ADVISORY SERVICES, INC.
$254M
Top holdings
1
ISHARES TR
$65.4M
2
SCHWAB STRATEGIC TR
$48.6M
3
VANGUARD INDEX FDS
$40.9M
MORGANROSEL WEALTH MANAGEMENT, LLC
$254M
Top holdings
1
VANGUARD INDEX FDS
$64M
2
SCHWAB STRATEGIC TR
$45.9M
3
ISHARES TR
$29.2M
MERAMEC FINANCIAL PLANNERS, LLC
$252M
Top holdings
1
VANGUARD INDEX FDS
$79.7M
2
ISHARES TR
$70.5M
3
SCHWAB STRATEGIC TR
$26.3M
M37 MANAGEMENT LP
$251M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$50.7M
2
ORACLE CORP
$44.1M
3
INTEL CORP
$41.9M
MOUNT CAPITAL LTD
$248M
Top holdings
1
SCHWAB CHARLES CORP
$43.3M
2
WELLS FARGO & CO
$34.3M
3
CROWN HLDGS INC
$28.6M
MONTZ HARCUS WEALTH MANAGEMENT LLC
$248M
Top holdings
1
SPDR SERIES TRUST
$66.7M
2
STATE STR SPDR S&P 500 ETF T
$31.6M
3
INVESCO EXCHANGE TRADED FD T
$16.4M
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
$246M
Top holdings
1
YUM CHINA HLDGS INC
$27.1M
2
TAIWAN SEMICONDUCTOR MANUFAC
$21.1M
3
PDD HOLDINGS INC
$20.3M
MITCHELL & PAHL PRIVATE WEALTH, LLC
$246M
Top holdings
1
APPLE INC
$7.15M
2
BROADCOM INC
$5.48M
3
MICROSOFT CORP
$5.42M
MY.ALPHA MANAGEMENT HK ADVISORS LTD
$246M
Top holdings
1
FUTU HLDGS LTD
$46.8M
2
JOYY INC
$34.9M
3
GDS HLDGS LTD
$34.4M
MIRABAUD & CIE SA
$246M
Top holdings
1
NVIDIA CORPORATION
$38.8M
2
ALPHABET INC
$33M
3
MICROSOFT CORP
$29.5M
MRA ADVISORY GROUP
$245M
Top holdings
1
ISHARES TR
$33.6M
2
VANGUARD INTL EQUITY INDEX F
$15.9M
3
INVESCO EXCHANGE TRADED FD T
$15.1M
MELONE PRIVATE WEALTH, LLC
$245M
Top holdings
1
WISDOMTREE TR
$61M
2
SPDR SERIES TRUST
$40.9M
3
DAVIS FUNDAMENTAL ETF TR
$22M
MACRO ADVISORS, INC.
$242M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$79.3M
2
ISHARES TR
$61.7M
3
BLACKROCK ETF TRUST
$30.6M
MCNAUGHTON WEALTH MANAGEMENT, LLC
$242M
Top holdings
1
ISHARES TR
$94.5M
2
VANGUARD INDEX FDS
$28.4M
3
VANGUARD BD INDEX FDS
$22.6M
