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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
OUTFITTER FINANCIAL LLC
$129M
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$7.58M
2
SCHWAB STRATEGIC TR
$7.43M
3
ALPHABET INC
$5.58M
ODOMHNAILL ENTERPRISES, INC.
$124M
Top holdings
1
ISHARES TR
$19.7M
2
VANGUARD SCOTTSDALE FDS
$14.7M
3
SPDR GOLD TR
$6.72M
OSBON CAPITAL MANAGEMENT LLC
$123M
Top holdings
1
VANGUARD INDEX FDS
$18.3M
2
VANGUARD WORLD FD
$13.7M
3
ISHARES TR
$12.5M
OCEANIC INVESTMENT MANAGEMENT LTD
$118M
Top holdings
1
TEEKAY TANKERS LTD
$14M
2
EXPAND ENERGY CORPORATION
$12.3M
3
ANTERO RESOURCES CORP
$10.3M
ORCA INVESTMENT MANAGEMENT, LLC
$118M
Top holdings
1
ALPHABET INC
$14.7M
2
MICROSOFT CORP
$9.75M
3
APPLE INC
$9.24M
ORVIETO PARTNERS, L.P.
$117M
Top holdings
1
PENN ENTERTAINMENT INC
$9.67M
2
BRIGHTSTAR LOTTERY PLC
$9.6M
3
CHURCHILL DOWNS INC
$8.6M
OATH PLANNING, LLC
$113M
Top holdings
1
VANGUARD INDEX FDS
$26.4M
2
DIMENSIONAL ETF TRUST
$13.6M
3
VANGUARD BD INDEX FDS
$13.3M
ODYSSEY CAPITAL ADVISORS, INC.
$112M
Top holdings
1
ISHARES TR
$21.5M
2
SELECT SECTOR SPDR TR
$13M
3
NVIDIA CORPORATION
$8.17M
OAKTRUST WEALTH ADVISORS, LLC
$110M
Top holdings
1
SPDR SERIES TRUST
$22.3M
2
J P MORGAN EXCHANGE TRADED F
$12.2M
3
ISHARES U S ETF TR
$7.49M
OPUS FINANCIAL SOLUTIONS LLC
$106M
Top holdings
1
VANGUARD INDEX FDS
$12.6M
2
VANGUARD BD INDEX FDS
$11M
3
SCHWAB STRATEGIC TR
$11M
OLYMPUS PEAK ASSET MANAGEMENT LP
$103M
Top holdings
1
LATAM AIRLINES GROUP SA
$103M
OFC FINANCIAL PLANNING, LLC
$102M
Top holdings
1
VANGUARD INDEX FDS
$22.5M
2
APPLE INC
$20.9M
3
ISHARES TR
$17.3M
OBION CAPITAL MANAGEMENT LP
$101M
Top holdings
1
HILTON WORLDWIDE HLDGS INC
$14.6M
2
SHERWIN WILLIAMS CO
$8.82M
3
SONIDA SENIOR LIVING INC
$8.67M
ONEASCENT INVESTMENT SOLUTIONS LLC
$100M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$26.6M
2
UNIFIED SER TR
$8.3M
3
NORTHERN LTS FD TR IV
$3.68M
OBJECTIVE CAPITAL MANAGEMENT, LLC
$99.2M
Top holdings
1
ISHARES TR
$29.3M
2
VANGUARD INDEX FDS
$13.2M
3
SELECT SECTOR SPDR TR
$7.16M
OAKMONT ADVISORY GROUP, LLC
$98.2M
Top holdings
1
VANGUARD INDEX FDS
$15.8M
2
ISHARES TR
$8.44M
3
DIMENSIONAL ETF TRUST
$8.09M
ORCHARD CAPITAL MANAGEMENT, LLC
$95.9M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$19.5M
2
BANCORP INC DEL
$6.49M
3
FTAI INFRASTRUCTURE INC
$4.03M
OREGON PACIFIC WEALTH MANAGEMENT, LLC
$95.8M
Top holdings
1
EA SERIES TRUST
$19.7M
2
ISHARES TR
$9.45M
3
SPDR INDEX SHS FDS
$6.94M
OCTOBER EFFECT LTD
$86.8M
Top holdings
1
SPDR SERIES TRUST
$10.3M
2
NVIDIA CORPORATION
$9.72M
3
ISHARES TR
$4.76M
ORBA WEALTH ADVISORS, L.L.C.
$83.9M
Top holdings
1
AMERICAN CENTY ETF TR
$9.14M
2
ISHARES TR
$7.55M
3
SPDR INDEX SHS FDS
$6.64M
