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

OCCIDENTAL ASSET MANAGEMENT, LLC
$844M
Top holdings
1
ISHARES TR
$193M
2
SPDR SERIES TRUST
$80.4M
3
NVIDIA CORPORATION
$56.6M
OAK ROOT LLC
$820M
Top holdings
1
AMERICAN CENTY ETF TR
$713M
2
VANGUARD INDEX FDS
$77.9M
3
ISHARES TR
$18.5M
OARSMAN CAPITAL, INC.
$806M
Top holdings
1
ISHARES TR
$156M
2
SPDR SERIES TRUST
$130M
3
SCHWAB STRATEGIC TR
$79.4M
ONE WEALTH ADVISORS, LLC
$803M
Top holdings
1
ISHARES TR
$358M
2
BLACKROCK ETF TRUST
$83.7M
3
SPDR SERIES TRUST
$52.9M
OPALEYE MANAGEMENT INC.
$759M
Top holdings
1
HARROW INC
$99.9M
2
LIQUIDIA CORPORATION
$88.8M
3
ETON PHARMACEUTICALS INC
$70.6M
OVATA CAPITAL MANAGEMENT LTD
$715M
Top holdings
1
JAZZ INVESTMENTS I LTD
$83M
2
RYANAIR HOLDINGS PLC
$75.6M
3
TAIWAN SEMICONDUCTOR MANUFAC
$70.1M
OLIVER LUXXE ASSETS LLC
$668M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$14.5M
2
SPDR GOLD TR
$14.4M
3
GE VERNOVA INC
$13.7M
OPTAS, LLC
$661M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
ALPHABET INC
$64.5M
3
NVIDIA CORPORATION
$50.4M
OSLO PENSJONSFORSIKRING AS
$643M
Top holdings
1
ALPHABET INC
$61.3M
2
MICROSOFT CORP
$38.6M
3
SMURFIT WESTROCK PLC
$33.4M
OPES WEALTH MANAGEMENT LLC
$609M
Top holdings
1
SCHWAB STRATEGIC TR
$128M
2
APPLE INC
$110M
3
ISHARES TR
$105M
ONEX CANADA ASSET MANAGEMENT INC.
$601M
Top holdings
1
ALPHABET INC
$37.2M
2
APOLLO GLOBAL MGMT INC
$33.3M
3
NVIDIA CORPORATION
$30.8M
ORRSTOWN FINANCIAL SERVICES INC
$597M
Top holdings
1
ISHARES TR
$167M
2
J P MORGAN EXCHANGE TRADED F
$115M
3
VANGUARD MALVERN FDS
$68.4M
OPAL CAPITAL LLC
$565M
Top holdings
1
CHEVRON CORPORATION
$17.7M
2
PHILIP MORRIS INTL INC
$15.9M
3
VERIZON COMMUNICATIONS INC
$14.4M
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
$560M
Top holdings
1
VANGUARD INDEX FDS
$189M
2
VANGUARD TAX-MANAGED FDS
$72.2M
3
ISHARES TR
$68.2M
OVERBROOK MANAGEMENT CORP
$529M
Top holdings
1
NVIDIA CORPORATION
$55.6M
2
ALPHABET INC
$41.1M
3
BROADCOM INC
$35M
OAKMONT CORP
$526M
Top holdings
1
AMAZON COM INC
$82.1M
2
MICROSOFT CORP
$65.9M
3
MASTERCARD INCORPORATED
$62.3M
OKABENA INVESTMENT SERVICES INC
$519M
Top holdings
1
ISHARES TR
$95.5M
2
VANGUARD INDEX FDS
$35.5M
3
VANGUARD TAX-MANAGED FDS
$35.3M
OASIS ADVISORS, LLC
$509M
Top holdings
1
ISHARES TR
$30.4M
2
INVESCO EXCHANGE TRADED FD T
$27.9M
3
APPLE INC
$24.8M
ORG WEALTH PARTNERS, LLC
$508M
Top holdings
1
CORE SCIENTIFIC INC NEW
$144M
2
VOX ROYALTY CORP
$61.2M
3
BERKSHIRE HATHAWAY INC DEL
$29.5M
OLD SECOND NATIONAL BANK OF AURORA
$484M
Top holdings
1
MFS ACTIVE EXCHANGE TRADED F
$41.2M
2
ISHARES TR
$39M
3
INVESCO EXCH TRD SLF IDX FD
$30.1M
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