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
MCGRATH & ASSOCIATES, INC.
$68M
Top holdings
1
PIMCO ETF TR
$14.7M
2
DIMENSIONAL ETF TRUST
$13.2M
3
SCHWAB STRATEGIC TR
$12.1M
MOSAIC ADVISORS LLC
$66.8M
Top holdings
1
ISHARES TR
$13.8M
2
APPLE INC
$6.65M
3
CONOCOPHILLIPS
$6.45M
MYRIAD ASSET MANAGEMENT US LP
$66.7M
Top holdings
1
ISHARES INC
$24.7M
2
ISHARES GOLD TR
$12.9M
3
NVIDIA CORPORATION
$2.96M
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
$65.5M
Top holdings
1
PROSHARES TR
$5.57M
2
INVESCO EXCHANGE TRADED FD T
$5.02M
3
ALPHABET INC
$4.66M
MARKIN VOLTERRA FUND LP
$65M
Top holdings
1
ISHARES TR
$23.4M
2
ISHARES INC
$19.2M
3
INVESCO QQQ TR
$11.6M
MAGMA VENTURE PARTNERS GENERAL PARTNER LTD.
$59.2M
Top holdings
1
THE REAL BROKERAGE INC
$59.2M
2
INNOVIZ TECHNOLOGIES LTD
$1.69k
MERCATO MANAGEMENT LEGACY, LLC
$54.3M
Top holdings
1
MNTN INC
$54.3M
M28 CAPITAL MANAGEMENT LP
$53.8M
Top holdings
1
WAVE LIFE SCIENCES LTD
$33.3M
2
INVIVYD INC
$12M
3
TG THERAPEUTICS INC
$2.94M
MATRIX CAPITAL MANAGEMENT COMPANY, LP
$46.3M
Top holdings
1
AURA BIOSCIENCES INC
$46.3M
MIURA GLOBAL MANAGEMENT, LLC
$43.8M
Top holdings
1
INVESCO QQQ TR
$22.6M
2
NVIDIA CORPORATION
$5.21M
3
MICROSOFT CORP
$3.7M
MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD.
$40.7M
Top holdings
1
MICRON TECHNOLOGY INC
$1.27M
2
NVIDIA CORPORATION
$1.05M
3
SEAGATE TECHNOLOGY HLDNGS PL
$970k
MADRYN ASSET MANAGEMENT, LP
$34.1M
Top holdings
1
NEURONETICS INC
$26.8M
2
OMADA HEALTH INC
$7.34M
MEDIATEL PARTNERS
$33.3M
Top holdings
1
AT&T INC
$27.1M
2
WARNER BROS DISCOVERY INC
$6.21M
MGO PRIVATE WEALTH, LLC
$18.6M
Top holdings
1
VANGUARD INDEX FDS
$5.38M
2
VANGUARD INTL EQUITY INDEX F
$3M
3
ISHARES TR
$2.36M
METLIFE INC
$12.3M
Top holdings
1
ISHARES INC
$4.72M
2
STATE STR SPDR S&P 500 ETF T
$4.44M
3
ISHARES TR
$3.17M
MARATHON ASSET MANAGEMENT LP
$12M
Top holdings
1
GRAFTECH INTL LTD SR NT
$8.21M
2
JOHN HANCOCK EXCHANGE TRADED
$3.17M
3
ISHARES TR
$630k
MVM PARTNERS, LLC
$10.8M
Top holdings
1
MDXHEALTH SA
$10.8M
MUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGAN
$8.81M
Top holdings
1
SPDR SERIES TRUST
$3.12M
2
INVESCO EXCH TRADED FD TR II
$1.89M
3
ISHARES TR
$1.58M
MIZUHO SECURITIES CO. LTD.
$7.68M
Top holdings
1
TRIP COM GROUP LTD
$4.92M
2
BILIBILI INC
$1.67M
3
ALIBABA GROUP HLDG LTD
$345k
MAIN MANAGEMENT LLC
$1.37M
Top holdings
1
SELECT SECTOR SPDR TR
$459k
2
NORTHERN LTS FD TR IV
$353k
3
STATE STR SPDR S&P 500 ETF T
$156k
