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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
NEWPORT CAPITAL GROUP, LLC
$164M
Top holdings
1
ISHARES TR
$60.7M
2
VANGUARD SCOTTSDALE FDS
$13.9M
3
VANGUARD BD INDEX FDS
$13.2M
NDWM LLC
$154M
Top holdings
1
ISHARES TR
$88.3M
2
SPDR SERIES TRUST
$16.2M
3
INVESCO EXCHANGE TRADED FD T
$13.3M
NOVA WEALTH MANAGEMENT, INC.
$154M
Top holdings
1
ISHARES TR
$21.5M
2
FIRST TR EXCHNG TRADED FD VI
$15.1M
3
FIDELITY COVINGTON TRUST
$10.9M
NORTHEAST PLANNING ASSOCIATES, INC. NH
$149M
Top holdings
1
VICTORY PORTFOLIOS II
$40.4M
2
ISHARES SILVER TR
$30.7M
3
J P MORGAN EXCHANGE TRADED F
$11.5M
NORTH DALLAS BANK & TRUST CO
$148M
Top holdings
1
ISHARES TR
$25.6M
2
APPLE INC
$7.66M
3
ALPHABET INC
$7.19M
NORTHERN LIGHTS ADVISORS, INC.
$148M
Top holdings
1
ISHARES TR
$35.7M
2
VANGUARD TAX-MANAGED FDS
$24.1M
3
VANGUARD INDEX FDS
$20.4M
NAUTILUS ADVISORS LLC
$146M
Top holdings
1
DIMENSIONAL ETF TRUST
$10.1M
2
ALPHABET INC
$8.27M
3
AMAZON COM INC
$7.01M
NICHOLAS WEALTH, LLC.
$145M
Top holdings
1
TIDAL TRUST II
$31.3M
2
TESLA INC
$4.7M
3
NVIDIA CORPORATION
$3.85M
NABITY-JENSEN INVESTMENT MANAGEMENT INC
$144M
Top holdings
1
VANGUARD INDEX FDS
$48.3M
2
GOLDMAN SACHS ETF TR
$15M
3
INVESCO QQQ TR
$8.17M
NVEST WEALTH STRATEGIES, INC.
$143M
Top holdings
1
JOHN HANCOCK EXCHANGE TRADED
$28M
2
SCHWAB STRATEGIC TR
$20.1M
3
WISDOMTREE TR
$17.8M
NAVIGATE WEALTH MANAGEMENT, LLC
$142M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.5M
2
ISHARES TR
$28.5M
3
VANGUARD INDEX FDS
$17.2M
NETWORTH ADVISORS, LLC
$141M
Top holdings
1
AMERICAN CENTY ETF TR
$97.5M
2
AIM ETF PRODUCTS TRUST
$13.4M
3
SIMPLIFY EXCHANGE TRADED FUN
$6.96M
NORTHWEST WEALTH ADVISORS, LLC
$140M
Top holdings
1
ISHARES TR
$46.3M
2
SPDR SERIES TRUST
$28.6M
3
FIDELITY COVINGTON TRUST
$12.5M
NORTHERN FINANCIAL ADVISORS INC
$137M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$11M
2
WALMART INC
$5.52M
3
BROADCOM INC
$4.79M
NEW VERNON CAPITAL HOLDINGS II LLC
$136M
Top holdings
1
ISHARES INC
$52.3M
2
TAIWAN SEMICONDUCTOR MANUFAC
$17.3M
3
VANGUARD INTL EQUITY INDEX F
$15.4M
NIGHTVIEW CAPITAL, LLC
$131M
Top holdings
1
TESLA INC
$36.9M
2
AMAZON COM INC
$9.85M
3
NVIDIA CORPORATION
$9.23M
NICHOLSON MEYER CAPITAL MANAGEMENT, INC.
$130M
Top holdings
1
ISHARES TR
$25.1M
2
GOLDMAN SACHS ETF TR
$17.9M
3
SPDR GOLD TR
$12.3M
NITOR CAPITAL MANAGEMENT LLC
$130M
Top holdings
1
ST JOE CO
$33.1M
2
TEJON RANCH CO
$21.2M
3
CF INDUSTRIES HOLD
$15.8M
NORTHAVENUE LLC
$126M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.6M
2
INVESCO EXCH TRD SLF IDX FD
$41M
3
ISHARES TR
$1.6M
NORTHSTAR FINANCIAL COMPANIES, INC.
$126M
Top holdings
1
ISHARES TR
$21.2M
2
VISA INC
$7.75M
3
VANGUARD ADMIRAL FDS INC
$4.74M
