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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
ONE ADVISORY PARTNERS, LLC
$324M
Top holdings
1
ISHARES TR
$179M
2
BLACKROCK ETF TRUST
$61.6M
3
LOAR HOLDINGS INC
$16.8M
OXLER PRIVATE WEALTH LLC
$319M
Top holdings
1
INVESCO QQQ TR
$45.8M
2
VANGUARD INDEX FDS
$38.7M
3
ALPHABET INC
$21.9M
OMNIA FAMILY WEALTH, LLC
$317M
Top holdings
1
VANGUARD INDEX FDS
$112M
2
ISHARES TR
$74.4M
3
SPDR GOLD TR
$26.7M
ORION INVESTMENT CO
$315M
Top holdings
1
MICROSOFT CORP
$39.6M
2
REGENERON PHARMACEUTICALS
$23.8M
3
PALANTIR TECHNOLOGIES INC
$19.7M
OLD POINT TRUST & FINANCIAL SERVICES N A
$311M
Top holdings
1
EXXON MOBIL CORP
$13.7M
2
ISHARES TR
$12.4M
3
MICROSOFT CORP
$11.9M
OMEGA FINANCIAL GROUP, LLC
$308M
Top holdings
1
ISHARES TR
$171M
2
SCHWAB STRATEGIC TR
$31.1M
3
VANGUARD INDEX FDS
$19.5M
ONEASCENT WEALTH MANAGEMENT LLC
$302M
Top holdings
1
UNIFIED SER TR
$175M
2
NORTHERN LTS FD TR IV
$9.94M
3
VICTORY PORTFOLIOS II
$8.26M
OAK ASSET MANAGEMENT, LLC
$290M
Top holdings
1
APPLE INC
$32.4M
2
AMGEN INC
$20.4M
3
NVIDIA CORPORATION
$16.3M
ODONNELL FINANCIAL SERVICES, LLC
$290M
Top holdings
1
SPDR SERIES TRUST
$64.7M
2
FIRST TR EXCHANGE-TRADED FD
$33M
3
FIRST TR EXCHANGE TRADED FD
$24.7M
ORION CAPITAL MANAGEMENT LLC
$290M
Top holdings
1
ISHARES TR
$66.1M
2
AMERICAN CENTY ETF TR
$36.1M
3
JANUS DETROIT STR TR
$23.8M
OWLS NEST PARTNERS IA, LLC
$286M
Top holdings
1
BANCORP INC DEL
$58.8M
2
ENSIGN GROUP INC
$45.4M
3
TIMKEN CO
$37.8M
OWL CREEK WEALTH PARTNERS LLC
$281M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.8M
2
VANGUARD INDEX FDS
$28.2M
3
SPDR SERIES TRUST
$28.2M
ONE FIN CAPITAL MANAGEMENT LP
$280M
Top holdings
1
NEXTPOWER INC
$36.2M
2
LITHIUM ARGENTINA AG
$24.6M
3
NORFOLK SOUTHN CORP
$23M
ODYSSEAN, LLC
$274M
Top holdings
1
UNITED THERAPEUTICS CORP DEL
$1.83M
2
LYONDELLBASELL INDUSTRIES NV
$1.77M
3
MATADOR RES CO
$1.72M
ONE RIVER ASSET MANAGEMENT, LLC
$273M
Top holdings
1
NVIDIA CORPORATION
$22.1M
2
APPLE INC
$20.4M
3
MICROSOFT CORP
$18.9M
ORLAND PROPERTIES LTD
$267M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$134M
2
CHIME FINL INC
$86.3M
3
LYELL IMMUNOPHARMA INC
$15.1M
OWEN LARUE, LLC
$261M
Top holdings
1
ISHARES TR
$27.8M
2
FIRST TR EXCHANGE-TRADED FD
$22.2M
3
NEOS ETF TRUST
$21.7M
OMC FINANCIAL SERVICES LTD
$258M
Top holdings
1
NVIDIA CORPORATION
$30.6M
2
APPLE INC
$27.1M
3
MASTERCARD INCORPORATED
$16.4M
OROURKE & COMPANY, INC
$253M
Top holdings
1
APPLE INC
$19.6M
2
J P MORGAN EXCHANGE TRADED F
$16.6M
3
SELECT SECTOR SPDR TR
$15M
OCONNOR FINANCIAL GROUP LLC
$244M
Top holdings
1
PIMCO ETF TR
$50.5M
2
VANGUARD INDEX FDS
$42M
3
TIMOTHY PLAN
$21M
