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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
OXFORD WEALTH GROUP, LLC
$183M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$25.3M
2
FIRST TR EXCHANGE-TRADED FD
$23.8M
3
INVESCO EXCH TRADED FD TR II
$21.5M
OAK WEALTH ADVISORS LLC
$182M
Top holdings
1
AMERICAN CENTY ETF TR
$77.7M
2
DIMENSIONAL ETF TRUST
$39.2M
3
ISHARES TR
$23.8M
OCEANSIDE ADVISORS LLC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$108M
2
AMERICAN CENTY ETF TR
$37.5M
3
VANGUARD BD INDEX FDS
$11M
OLD PEAK FINANCE LLC
$171M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.9M
2
VANGUARD BD INDEX FDS
$41.8M
3
NVIDIA CORPORATION
$16.5M
OPUS INVESTMENT MANAGEMENT INC
$168M
Top holdings
1
VANGUARD INDEX FDS
$50.9M
2
WALMART INC
$11.8M
3
ABBVIE INC
$9.07M
OBSIDO OY
$165M
Top holdings
1
VANGUARD INDEX FDS
$74.9M
2
VANGUARD INTL EQUITY INDEX F
$47.1M
3
ISHARES TR
$29M
OPTIVISE ADVISORY SERVICES LLC
$165M
Top holdings
1
ISHARES TR
$30M
2
NORTHERN LTS FD TR III
$12.3M
3
SPDR SERIES TRUST
$9.81M
OCCAM CREST MANAGEMENT LP
$165M
Top holdings
1
TG THERAPEUTICS INC
$19.2M
2
PRECIGEN INC
$16.5M
3
FTAI AVIATION LTD
$15.9M
OMEGA FUND MANAGEMENT, LLC
$163M
Top holdings
1
BICARA THERAPEUTICS INC
$47.6M
2
NUVATION BIO INC
$34.7M
3
BRIDGEBIO ONCOLOGY THERAPEUT
$29.4M
OBJECTIVITY SQUARED, LLC
$159M
Top holdings
1
ISHARES TR
$69.5M
2
AMERICAN CENTY ETF TR
$19.5M
3
VANGUARD TAX-MANAGED FDS
$13.9M
OPPENHEIMER & CLOSE, LLC
$159M
Top holdings
1
SEACOR MARINE HLDGS INC
$9.89M
2
AGNICO EAGLE MINES LTD
$9.34M
3
HURCO CO
$6.73M
ORSER CAPITAL MANAGEMENT, LLC
$153M
Top holdings
1
VANGUARD INDEX FDS
$17.5M
2
VANGUARD SCOTTSDALE FDS
$17.2M
3
NVIDIA CORPORATION
$13.9M
ORLEANS CAPITAL MANAGEMENT CORP
$148M
Top holdings
1
SELECT SECTOR SPDR TR
$13.4M
2
APPLE INC
$8.46M
3
ALPHABET INC
$5.72M
ONEASCENT FAMILY OFFICE, LLC
$143M
Top holdings
1
UNIFIED SER TR
$29.1M
2
ISHARES TR
$10.4M
3
SELECT SECTOR SPDR TR
$10.4M
OPULEN FINANCIAL GROUP LLC
$142M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$24.3M
2
ISHARES TR
$24.2M
3
VANGUARD INDEX FDS
$20M
OPINICUS CAPITAL, INC.
$142M
Top holdings
1
APPLE INC
$10.8M
2
ISHARES TR
$7.06M
3
NVIDIA CORPORATION
$6.68M
ORCAM FINANCIAL GROUP
$141M
Top holdings
1
EA SERIES TRUST
$57.3M
2
SCHWAB STRATEGIC TR
$21.9M
3
VANGUARD INTL EQUITY INDEX F
$16.2M
ORCA WEALTH MANAGEMENT, LLC
$141M
Top holdings
1
APPLE INC
$14.9M
2
ASTRAZENECA PLC
$6.83M
3
OLD REP INTL CORP
$6.77M
OCTAHEDRON CAPITAL MANAGEMENT L.P.
$138M
Top holdings
1
NU HLDGS LTD
$24.2M
2
ALPHABET INC
$18.9M
3
CARVANA CO
$12.3M
ODER INVESTMENT MANAGEMENT, LLC
$130M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$21.7M
2
APPLE INC
$10.4M
3
PALANTIR TECHNOLOGIES INC
$6.11M
