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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
ORIN GREEN FINANCIAL, LLC
$244M
Top holdings
1
ISHARES TR
$119M
2
VANGUARD TAX-MANAGED FDS
$23.7M
3
VANGUARD INDEX FDS
$20.4M
ONYX FINANCIAL ADVISORS, LLC
$241M
Top holdings
1
DIMENSIONAL ETF TRUST
$230M
2
GLACIER BANCORP INC NEW
$3.61M
3
MICROSOFT CORP
$2.67M
ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM
$239M
Top holdings
1
BLUE OWL TECHNOLOGY FIN CORP
$175M
2
GOLDMAN SACHS ETF TR
$63.4M
ONE PLUS ONE WEALTH MANAGEMENT, LLC
$237M
Top holdings
1
ETF SER SOLUTIONS
$27.7M
2
LISTED FDS TR
$23.4M
3
PROSHARES TR
$23.1M
OXFORD ASSET MANAGEMENT LLP
$232M
Top holdings
1
SPDR SERIES TRUST
$12.4M
2
WIX COM LTD
$5.09M
3
BOSTON SCIENTIFIC CORP
$3.72M
ONE WEALTH CAPITAL MANAGEMENT, LLC
$229M
Top holdings
1
ISHARES TR
$86.5M
2
MICROSOFT CORP
$39.5M
3
BLACKROCK ETF TRUST
$23.8M
OPTIMIST RETIREMENT GROUP LLC
$227M
Top holdings
1
SPDR SERIES TRUST
$53.8M
2
PACCAR INC
$41.4M
3
SPDR INDEX SHS FDS
$14.3M
OAKCLIFF CAPITAL PARTNERS, LP
$227M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$69.1M
2
GILDAN ACTIVEWEAR INC
$37.9M
3
ALPHABET INC
$33.9M
ORION RESOURCE PARTNERS LP
$219M
Top holdings
1
SKEENA RES LTD NEW
$82.6M
2
SOLARIS RES INC
$23.2M
3
DAKOTA GOLD CORP
$21.1M
OXINAS PARTNERS WEALTH MANAGEMENT LLC
$219M
Top holdings
1
WISDOMTREE TR
$38.3M
2
ISHARES TR
$27.3M
3
STATE STR SPDR S&P 500 ETF T
$13.1M
OLD NORTH STATE WEALTH MANAGEMENT, LLC
$216M
Top holdings
1
VANGUARD INDEX FDS
$13.1M
2
BERKSHIRE HATHAWAY INC DEL
$12.8M
3
LYONDELLBASELL INDUSTRIES NV
$9.62M
OPTIMA CAPITAL LLC
$215M
Top holdings
1
WISDOMTREE TR
$17.3M
2
J P MORGAN EXCHANGE TRADED F
$16.9M
3
DIMENSIONAL ETF TRUST
$16.2M
OXENFREE CAPITAL LLC
$206M
Top holdings
1
EA SERIES TRUST
$131M
2
ISHARES TR
$29.3M
3
VANGUARD TAX-MANAGED FDS
$6.67M
OPTIMIZE FINANCIAL INC
$203M
Top holdings
1
LUMENTUM HLDGS INC
$3.38M
2
SANDISK CORP
$3.38M
3
SEAGATE TECHNOLOGY HLDNGS PL
$3.11M
OLISTICO WEALTH, LLC
$203M
Top holdings
1
VANGUARD INDEX FDS
$44.7M
2
VANGUARD WORLD FD
$16.5M
3
APPLE INC
$15.5M
OGBORNE CAPITAL MANAGEMENT, LLC
$197M
Top holdings
1
META PLATFORMS INC
$45.8M
2
NETFLIX INC.
$36.1M
3
ON HLDG AG
$32.4M
OEP CAPITAL ADVISORS, L.P.
$194M
Top holdings
1
ADAPTHEALTH CORP
$194M
OMNI 360 WEALTH, INC.
$194M
Top holdings
1
ISHARES TR
$62.5M
2
DIMENSIONAL ETF TRUST
$18.7M
3
SPDR SERIES TRUST
$13.8M
OMNISTAR FINANCIAL GROUP, INC.
$193M
Top holdings
1
FIDELITY COVINGTON TRUST
$15.5M
2
SPDR GOLD TR
$14.6M
3
SIMPLIFY EXCHANGE TRADED FUN
$11.9M
OAKUM BAY CAPITAL LLC
$187M
Top holdings
1
MICRON TECHNOLOGY INC
$38.5M
2
TESLA INC
$21.7M
3
ZILLOW GROUP INC
$15.6M
