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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
NARIA INC.
$556M
Top holdings
1
GOLAR LNG LTD
$556M
NALANDA INDIA EQUITY FUND LTD
$510M
Top holdings
1
GENPACT LIMITED
$510M
NORTHWEST BANCSHARES, INC.
$502M
Top holdings
1
SCHWAB STRATEGIC TR
$113M
2
ISHARES TR
$37.7M
3
VANGUARD SCOTTSDALE FDS
$30.8M
NEW HAMPSHIRE TRUST
$496M
Top holdings
1
VANGUARD INDEX FDS
$62.6M
2
APPLE INC
$29M
3
ALPHABET INC
$23.4M
NEW YORK LIFE INSURANCE CO
$491M
Top holdings
1
VANGUARD INDEX FDS
$288M
2
NEW YORK LIFE INVTS ACTIVE E
$101M
3
STATE STR SPDR S&P 500 ETF T
$92.7M
NOBLE FAMILY WEALTH, LLC
$484M
Top holdings
1
SCHWAB STRATEGIC TR
$159M
2
VANGUARD INDEX FDS
$116M
3
ISHARES TR
$75.9M
NET WORTH ADVISORY GROUP
$482M
Top holdings
1
ISHARES TR
$118M
2
VANGUARD SCOTTSDALE FDS
$30.5M
3
VANGUARD INDEX FDS
$16.9M
NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC
$481M
Top holdings
1
SCHWAB STRATEGIC TR
$186M
2
ISHARES TR
$169M
3
VANGUARD INDEX FDS
$85.6M
NEWMAN DIGNAN & SHEERAR, INC.
$475M
Top holdings
1
SCHWAB STRATEGIC TR
$98.8M
2
ETF OPPORTUNITIES TRUST
$30.2M
3
ISHARES TR
$23.7M
NATWEST GROUP PLC
$462M
Top holdings
1
ASTRAZENECA PLC
$40.3M
2
APPLE INC
$35.2M
3
NVIDIA CORPORATION
$31.1M
NVWM, LLC
$449M
Top holdings
1
ISHARES TR
$48.7M
2
APPLE INC
$18.9M
3
MICROSOFT CORP
$15.1M
NORTHSTAR ASSET MANAGEMENT CO LLC
$445M
Top holdings
1
VANGUARD INDEX FDS
$92.6M
2
VANGUARD WORLD FD
$90.5M
3
APPLE INC
$39.4M
NEXT LEVEL PRIVATE LLC
$443M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$49.9M
2
AMERICAN CENTY ETF TR
$37.6M
3
FIRST TR EXCHANGE-TRADED FD
$28.6M
NAPIER FINANCIAL, LLC
$436M
Top holdings
1
ISHARES TR
$210M
2
VANGUARD INDEX FDS
$31.1M
3
VANGUARD SCOTTSDALE FDS
$28.3M
NAVIGATION GROUP, LLC
$427M
Top holdings
1
SPDR SERIES TRUST
$106M
2
VANGUARD INDEX FDS
$45.8M
3
ISHARES TR
$29.1M
NEW CAPITAL MANAGEMENT LP
$406M
Top holdings
1
DIMENSIONAL ETF TRUST
$207M
2
BERKSHIRE HATHAWAY INC DEL
$51.4M
3
ISHARES TR
$36M
NIKULSKI FINANCIAL, INC.
$405M
Top holdings
1
ISHARES TR
$25.6M
2
INVESCO EXCH TRADED FD TR II
$19.2M
3
APPLE INC
$16.2M
NORTHEAST FINANCIAL GROUP, INC.
$404M
Top holdings
1
SCHWAB STRATEGIC TR
$180M
2
ISHARES TR
$60.3M
3
STATE STR SPDR S&P 500 ETF T
$25.6M
NOVAPOINT CAPITAL, LLC
$399M
Top holdings
1
ISHARES TR
$39.6M
2
SPDR SERIES TRUST
$24.4M
3
APPLE INC
$15.1M
NAVALIGN, LLC
$396M
Top holdings
1
FIDELITY MERRIMACK STR TR
$47M
2
ISHARES TR
$39.6M
3
SPDR SERIES TRUST
$37.7M
