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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
NEXTBIO CAPITAL MANAGEMENT LP
$215M
Top holdings
1
TERNS PHARMACEUTICALS INC
$31.9M
2
PROTAGONIST THERAPEUTICS INC
$24.2M
3
SHATTUCK LABS INC
$20.3M
NORWAY SAVINGS BANK
$211M
Top holdings
1
ALPHABET INC
$11M
2
APPLE INC
$10.3M
3
NVIDIA CORPORATION
$7.93M
NORTHSTAR ASSET MANAGEMENT LLC
$207M
Top holdings
1
ISHARES TR
$53.3M
2
GOLDMAN SACHS ETF TR
$29.2M
3
VANGUARD INDEX FDS
$23.5M
NIPUN CAPITAL, L.P.
$202M
Top holdings
1
ISHARES TR
$169M
2
TAIWAN SEMICONDUCTOR MANUFAC
$24.8M
3
VANGUARD INTL EQUITY INDEX F
$4.98M
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC.
$201M
Top holdings
1
ISHARES TR
$55.4M
2
EQT CORP
$33.9M
3
CRITEO S A
$18.9M
NOTIS-MCCONARTY EDWARD
$201M
Top holdings
1
ALPHABET INC
$13.4M
2
NVIDIA CORPORATION
$12.2M
3
APPLE INC
$11M
NOTE ADVISORS, LLC
$200M
Top holdings
1
DIMENSIONAL ETF TRUST
$106M
2
ISHARES TR
$16.8M
3
VANGUARD BD INDEX FDS
$8.6M
NORTHERN CAPITAL MANAGEMENT, INC.
$199M
Top holdings
1
SCHWAB STRATEGIC TR
$94.5M
2
INVESCO QQQ TR
$33M
3
VANGUARD INDEX FDS
$19.2M
NOBLE WEALTH MANAGEMENT PBC
$199M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$12.1M
2
ISHARES TR
$11M
3
PIMCO DYNAMIC INCOME FD
$9.89M
NIATROSS INVESTMENTS LTD
$199M
Top holdings
1
KT CORP
$199M
NAVIS WEALTH ADVISORS, LLC
$196M
Top holdings
1
ISHARES TR
$16.8M
2
STATE STR SPDR S&P 500 ETF T
$14.2M
3
INVESCO QQQ TR
$13M
NEXT LEVEL WEALTH PLANNING, LLC
$195M
Top holdings
1
VANGUARD INDEX FDS
$89.9M
2
SCHWAB STRATEGIC TR
$26.9M
3
DIMENSIONAL ETF TRUST
$22.7M
NORTH BERKELEY WEALTH MANAGEMENT, LLC
$189M
Top holdings
1
ISHARES TR
$64.5M
2
MORGAN STANLEY ETF TRUST
$15.9M
3
SIMPSON MFG INC
$13.7M
NOVAK & POWELL FINANCIAL SERVICES, INC.
$186M
Top holdings
1
VANGUARD INDEX FDS
$35.7M
2
ISHARES TR
$19.2M
3
INVESCO QQQ TR
$11.8M
NUTSHELL ASSET MANAGEMENT LTD
$184M
Top holdings
1
NVIDIA CORPORATION
$19.1M
2
MASTERCARD INCORPORATED
$15.8M
3
AMPHENOL CORP
$15.4M
NORTHLAND CAPITAL MANAGEMENT LLC
$183M
Top holdings
1
AMERICAN CENTY ETF TR
$50.7M
2
SCHWAB STRATEGIC TR
$33.3M
3
ISHARES TR
$31.6M
NORTH RIDGE WEALTH ADVISORS, INC.
$178M
Top holdings
1
DIMENSIONAL ETF TRUST
$89M
2
VANGUARD SCOTTSDALE FDS
$14.7M
3
AMERICAN CENTY ETF TR
$13.4M
NVP ASSOCIATES, LLC
$176M
Top holdings
1
MBX BIOSCIENCES INC
$63.8M
2
BILLIONTOONE INC
$40.5M
3
ZENAS BIOPHARMA INC
$35.9M
NOLET WEALTH MANAGEMENT, LLC
$176M
Top holdings
1
ISHARES TR
$82.8M
2
J P MORGAN EXCHANGE TRADED F
$35.8M
3
DANAHER CORP DEL
$8.45M
NICHOLSON WEALTH MANAGEMENT GROUP, LLC
$172M
Top holdings
1
VANGUARD INDEX FDS
$8.32M
2
PERSPECTIVE THERAPEUTICS INC
$6.75M
3
UNITED BANKSHARES INC WEST V
$3.16M
