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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
MAIN LINE RETIREMENT ADVISORS, LLC
$200M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$31.1M
2
VANGUARD WHITEHALL FDS
$23.7M
3
VANGUARD INDEX FDS
$23.5M
MENDEL CAPITAL MANAGEMENT LLC
$199M
Top holdings
1
ISHARES TR
$31.6M
2
SCHWAB STRATEGIC TR
$24.8M
3
SELECT SECTOR SPDR TR
$22.6M
MIRABAUD ASSET MANAGEMENT FRANCE SAS
$196M
Top holdings
1
PENGUIN SOLUTIONS INC
$21.9M
2
LIBERTY MEDIA CORP DEL
$21.7M
3
TRIP COM GROUP LTD
$21.5M
MISSION HILLS FINANCIAL ADVISORY, LLC
$195M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$19M
2
PIMCO ETF TR
$17.5M
3
VANECK ETF TRUST
$16.2M
MITSUBISHI UFJ ASSET MANAGEMENT UK LTD.
$193M
Top holdings
1
ISHARES TR
$21.4M
2
NVIDIA CORPORATION
$9.16M
3
VANGUARD ADMIRAL FDS INC
$8.59M
MILL ROAD CAPITAL MANAGEMENT LLC
$191M
Top holdings
1
ENVIRI CORP
$41M
2
MISTRAS GROUP INC
$27.6M
3
ALTA EQUIPMENT GROUP INC
$23.5M
MARK SHEPTOFF FINANCIAL PLANNING, LLC
$189M
Top holdings
1
MICROSOFT CORP
$18.9M
2
NEXTERA ENERGY INC
$16.9M
3
CELESTICA INC
$12.4M
MPWM ADVISORY SOLUTIONS, LLC
$189M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$32.3M
2
SPDR SERIES TRUST
$30.3M
3
ISHARES TR
$18.5M
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
$189M
Top holdings
1
VANGUARD INDEX FDS
$41M
2
ISHARES TR
$27M
3
J P MORGAN EXCHANGE TRADED F
$21.8M
MERRION INVESTMENT MANAGEMENT CO, LLC
$186M
Top holdings
1
ALPHABET INC
$12.7M
2
NVIDIA CORPORATION
$11.3M
3
APPLE INC
$9.59M
MEIXLER INVESTMENT MANAGEMENT, LTD.
$186M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$19.8M
2
BERKSHIRE HATHAWAY INC DEL
$15.1M
3
NATURAL RESOURCE PARTNERS LP
$11.4M
MULLANEY, KEATING & WRIGHT, INC.
$184M
Top holdings
1
ISHARES TR
$78.8M
2
APPLE INC
$54.7M
3
VANGUARD MALVERN FDS
$6.13M
MONASHEE INVESTMENT MANAGEMENT LLC
$184M
Top holdings
1
TERNS PHARMACEUTICALS INC
$15.8M
2
NEXTERA ENERGY INC
$15.2M
3
MEDLINE INC
$13.4M
MERIDIAN FINANCIAL, LLC
$183M
Top holdings
1
ISHARES TR
$39.2M
2
SPDR SERIES TRUST
$22.5M
3
VANGUARD INDEX FDS
$16.1M
MCDONOUGH CAPITAL MANAGEMENT, INC
$183M
Top holdings
1
AMAZON COM INC
$25M
2
ALPHABET INC
$23.1M
3
NVIDIA CORPORATION
$19.1M
MWA ASSET MANAGEMENT
$183M
Top holdings
1
ISHARES TR
$13.6M
2
CATERPILLAR INC
$7.32M
3
APPLE INC
$7.01M
MERIWETHER WEALTH & PLANNING, LLC
$183M
Top holdings
1
SCHWAB STRATEGIC TR
$45.5M
2
FIDELITY MERRIMACK STR TR
$18M
3
INVESCO EXCH TRD SLF IDX FD
$17.7M
MB GENERATIONAL WEALTH, LLC
$181M
Top holdings
1
DIMENSIONAL ETF TRUST
$84.9M
2
ISHARES TR
$44.6M
3
AMERICAN CENTY ETF TR
$38.3M
MY PORTFOLIO GUIDE, LLC
$181M
Top holdings
1
SPDR SERIES TRUST
$80.2M
2
WORLD GOLD TR
$18.8M
3
ISHARES TR
$17.3M
MONUMENT GROUP WEALTH ADVISORS, LLC
$180M
Top holdings
1
DIMENSIONAL ETF TRUST
$122M
2
VANGUARD INDEX FDS
$30.2M
3
VANGUARD TAX-MANAGED FDS
$9.46M
